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Nonprofit · EIN 46-7532353

DUNBAR FAMILY CHARITABLE TR

Also known as ROBERT G DUNBAR TTEE

Tax-exempt · WESTFIELD, IN 46074

Financials

$125K$78K2023$948K$80K2024$169K$140K2025
Revenue Expenses · by fiscal year end
Financials of DUNBAR FAMILY CHARITABLE TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$168,682$139,862$28,820$2,162,137$0$2,162,137
December 31, 2024990-PF$947,747$79,677$868,070$2,133,317$0$2,133,317
December 31, 2023990-PF$124,747$78,069$46,678$1,265,248$0$1,265,248
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$97,139
Dividends
$57,505
Interest
$4,284
Net gain from sales of assets
$9,754

Expenses

Grants and similar amounts paid
$138,500
Disbursements for charitable purposes
$138,500
Excise tax on investment income
$994

Balance sheet and other

Total assets, start of year
$2,133,317
Total assets, end of year
$2,162,137
Total liabilities, end of year
$0
Net assets, end of year
$2,162,137
Fair market value of assets
$3,536,888
Qualifying distributions
$138,500
Net investment income
$71,543

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
RICHARD DUNBAR
61938 BAYSHORE DRIVE, STURGIS, MI 49091
TRUSTEE0$0
DAVID DUNBAR
349 OLD ASHBURY ROAD, WESTFIELD, IN 46074
TRUSTEE0$0
DEBBIE BROWN
2520 DEVONSHIRE, LINCOLN, NE 68506
TRUSTEE0$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
RICHARD L DUNBAR
61938 BAYSHORE DRIVE, STURGIS, MI 49091
Trustee0$0
DAVID R DUNBAR
349 OLD ASHBURY ROAD, WESTFIELD, IN 46074
Trustee0$0
DEBBIE D BROWN
2520 DEVONSHIRE, LINCOLN, NE 68506
Trustee0$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
RICHARD L DUNBAR
61938 BAYSHORE DRIVE, STURGIS, MI 49091
Trustee0$0
DAVID R DUNBAR
349 OLD ASHBURY ROAD, WESTFIELD, IN 46074
Trustee0$0
DEBBIE D BROWN
2520 DEVONSHIRE, LINCOLN, NE 68506
Trustee0$0

Address and contacts

Address (IRS master file)
349 OLD ASHBURY RD, WESTFIELD, IN 46074-4317
In care of
% ROBERT G DUNBAR
Signed the 990-PF
DAVID DUNBAR, TRUSTEE
Phone
(317) 919-7278
Return prepared by
KITTREDGE & ZEHNER PC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
46-7532353
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2014
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$2,162,137
Income (IRS master file)
$379,521

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$168,682$139,862$2,162,137IRS
990-PFDecember 2024$947,747$79,677$2,133,317IRS
990-PFDecember 2023$124,747$78,069$1,265,248XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 46-7532353).

Questions about DUNBAR FAMILY CHARITABLE TR

What is the EIN of DUNBAR FAMILY CHARITABLE TR?
The employer identification number (EIN) of DUNBAR FAMILY CHARITABLE TR is 46-7532353.
Is DUNBAR FAMILY CHARITABLE TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
Are donations to DUNBAR FAMILY CHARITABLE TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does DUNBAR FAMILY CHARITABLE TR file?
Form 990-PF. Private foundations file every year.
When is the next return of DUNBAR FAMILY CHARITABLE TR due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did DUNBAR FAMILY CHARITABLE TR last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of DUNBAR FAMILY CHARITABLE TR?
The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does DUNBAR FAMILY CHARITABLE TR have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $168,682, expenses of $139,862 and total assets of $2,162,137 at year end.

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