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Nonprofit · EIN 74-1933660

JOHN S DUNN FOUNDATION

Tax-exempt · HOUSTON, TX 77098

Financials

$4.2M$6.1M2023$11.1M$6.2M2024
Revenue Expenses · by fiscal year end
Financials of JOHN S DUNN FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$11,144,127$6,171,314$4,972,813$81,821,300$0$81,821,300
December 31, 2023990-PF$4,229,016$6,125,935-$1,896,919$76,848,487$0$76,848,487
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Dividends
$1,818,029
Interest
$512,720
Net gain from sales of assets
$8,372,737
Other income
$440,641

Expenses

Grants and similar amounts paid
$5,094,517
Compensation of officers, directors and key employees
$348,000
Salaries, compensation and benefits (total)
$108,750
Disbursements for charitable purposes
$5,418,898
Excise tax on investment income
$144,191

Balance sheet and other

Total assets, start of year
$76,848,487
Total assets, end of year
$81,821,300
Total liabilities, end of year
$0
Net assets, end of year
$81,821,300
Fair market value of assets
$99,842,983
Qualifying distributions
$5,418,898
Net investment income
$11,115,117

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, 2024, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
Donna E Nasso
3355 West Alabama Street 990, Houston, TX 770981718
Administrator
Highest-paid employee
40$108,750$21,294
Charles M Lusk III
3355 West Alabama Suite 990, Houston, TX 770981718
President5.41$60,000$0
John R Wallace
3355 West Alabama Suite 990, Houston, TX 770981718
Vice President5$48,000$0
David G Key
3355 West Alabama Suite 990, Houston, TX 770981718
Secretary/Treasurer5.49$48,000$0
Cynthia J Adkins
3355 West Alabama Suite 990, Houston, TX 770981718
Trustee5.28$48,000$0
Diana M Hawkins
3355 West Alabama Suite 990, Houston, TX 770981718
Trustee5.02$48,000$0
Terri Lacy
3355 West Alabama Suite 990, Houston, TX 770981718
Trustee5.1$48,000$0
Andrew W Sowell
3355 West Alabama Suite 990, Houston, TX 770981718
Trustee4.99$48,000$0
990-PF for the year ended December 31, 2023: 8 people
NameTitleHours / weekCompensationOther / benefits
Donna E Nasso
3355 West Alabama Street 990, Houston, TX 770981718
Administrator
Highest-paid employee
40$106,050$21,576
Charles M Lusk III
3355 West Alabama Suite 990, Houston, TX 770981718
President5.41$60,000$0
John R Wallace
3355 West Alabama Suite 990, Houston, TX 770981718
Vice President5.14$48,000$0
David G Key
3355 West Alabama Suite 990, Houston, TX 770981718
Secretary/Treasurer5.5$48,000$0
Cynthia J Adkins
3355 West Alabama Suite 990, Houston, TX 770981718
Trustee5.21$48,000$0
Diana M Hawkins
3355 West Alabama Suite 990, Houston, TX 770981718
Trustee5.11$48,000$0
Terri Lacy
3355 West Alabama Suite 990, Houston, TX 770981718
Trustee5$48,000$0
Andrew W Sowell
3355 West Alabama Suite 990, Houston, TX 770981718
Trustee5.03$48,000$0

Address and contacts

Address (IRS master file)
3355 W ALABAMA ST STE 990, HOUSTON, TX 77098-1863
In care of
% DONNA E NASSO
Signed the 990-PF
Charles M Lusk III, President / Trustee
Phone
(713) 626-0368
Return prepared by
Blazek & Vetterling

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, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
74-1933660
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
1977
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$81,821,300
Income (IRS master file)
$82,086,601

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$11,144,127$6,171,314$81,821,300XML
990-TDecember 2024–––IRS
990-PFDecember 2023$4,229,016$6,125,935$76,848,487XML
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-TDecember 2020–––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 74-1933660).

Questions about JOHN S DUNN FOUNDATION

What is the EIN of JOHN S DUNN FOUNDATION?
The employer identification number (EIN) of JOHN S DUNN FOUNDATION is 74-1933660.
Is JOHN S DUNN FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1977.
Are donations to JOHN S DUNN FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JOHN S DUNN FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of JOHN S DUNN FOUNDATION due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did JOHN S DUNN FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of JOHN S DUNN FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 8 people; 8 received compensation from the organization, the highest $108,750 (Donna E Nasso, Administrator).
How much revenue does JOHN S DUNN FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $11,144,127, expenses of $6,171,314 and total assets of $81,821,300 at year end.

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