Civic Intelligence

Dunbar Family Foundation Dima 524C6100

990PF • Fiscal year 2018 • EIN 20-1932272

Jan 01, 2018 to Dec 31, 2018 • Filed on May 02, 2019

Organization Profile
PO Box 1501 Nj2-130-03-31Pennington, NJ 08534-1501

(609) 274-6834

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$8,408,371

Flat from 2018

Net Assets

Flat

$8,408,371

Flat from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses

Revenue

Flat

$877,257

Flat from 2018

Expenses

Flat

$718,720

Flat from 2018

Net Income

Flat

$158,537

Flat from 2018

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$15M$10M$5.0M$0Assets 2011: $7,167,874Liabilities 2011: $02011Assets 2012: $7,346,801Liabilities 2012: $02012Assets 2013: $8,059,992Liabilities 2013: $02013Assets 2014: $8,467,453Liabilities 2014: $02014Assets 2015: $8,169,980Liabilities 2015: $02015Assets 2018: $8,408,371Liabilities 2018: $0Net Assets 2018: $8,408,3712018Assets 2018: $8,408,371Liabilities 2018: $0Net Assets 2018: $8,408,3712018Assets 2019: $9,130,099Liabilities 2019: $0Net Assets 2019: $9,130,0992019Assets 2020: $8,779,217Liabilities 2020: $0Net Assets 2020: $8,779,2172020Assets 2021: $9,947,754Liabilities 2021: $0Net Assets 2021: $9,947,7542021Assets 2022: $10,358,532Liabilities 2022: $0Net Assets 2022: $10,358,5322022Assets 2023: $10,285,364Liabilities 2023: $0Net Assets 2023: $10,285,3642023Assets 2024: $10,627,211Liabilities 2024: $0Net Assets 2024: $10,627,2112024

Highlighted filing

2018

Assets$8,408,371
Liabilities$0
Net Assets$8,408,371
Open 2018 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$2.0M$1.0M$0-$1.0MRevenue 2011: $901,510Expenses 2011: $455,596Net Income 2011: $445,9142011Revenue 2012: $1,275,598Expenses 2012: $505,077Net Income 2012: $770,5212012Revenue 2013: $1,713,732Expenses 2013: $596,104Net Income 2013: $1,117,6282013Revenue 2014: $1,037,846Expenses 2014: $641,412Net Income 2014: $396,4342014Revenue 2015: $416,371Expenses 2015: $680,566Net Income 2015: -$264,1952015Revenue 2018: $877,257Expenses 2018: $718,720Net Income 2018: $158,5372018Revenue 2018: $877,257Expenses 2018: $718,720Net Income 2018: $158,5372018Revenue 2019: $1,491,472Expenses 2019: $768,971Net Income 2019: $722,5012019Revenue 2020: $494,091Expenses 2020: $793,042Net Income 2020: -$298,9512020Revenue 2021: $1,993,910Expenses 2021: $819,566Net Income 2021: $1,174,3442021Revenue 2022: $1,991,325Expenses 2022: $972,387Net Income 2022: $1,018,9382022Revenue 2023: $814,757Expenses 2023: $881,182Net Income 2023: -$66,4252023Revenue 2024: $1,222,466Expenses 2024: $873,657Net Income 2024: $348,8092024

Highlighted filing

2018

Revenue$877,257
Expenses$718,720
Net Income$158,537
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 2, 2019
Return Version
2018v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRUCE C DUNBARTrustee-$0--
IDA DUNBARTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Dunbar Family Foundation Dima
EIN
20-1932272
Phone
6092746834
Address
PO BOX 1501 NJ2-130-03-31, PENNINGTON, NJ 08534-1501

Signing Officer

Name
Bruce C Dunbar
Title
Trustee
Phone
6092746834
Signed
2019-05-02
Discuss with paid preparer
Yes

Preparer

Firm
Bank of America
Address
P O BOX 1802, PROVIDENCE, RI 02901-1802
Preparer
Karen J Kiser
Phone
8888663275
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0054937107 BB&T CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm170450Y103 PAYPAL HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm226078J100 DOWDUPONT INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3151020104 CELGENE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm495040Q104 WELLTOWER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm523317H102 DDR CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6105368203 BRANDYWINE RLTY TR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm702665T306 AMERICAN HOMES 4 REN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm850189K103 LCI INDUSTRIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9439038100 HOOKER FURNITURE COR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10294268107 EPLUS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1101748H107 ALLEGIANCE BANCSHARE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12G4388N106 HELEN OF TROY LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13718172109 PHILIP MORRIS INTL I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1465339F101 NEXTERA ENERGY INC S
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15579780206 MC CORMICK & CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16571748102 MARSH & MCLENNAN COS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1729250N105 ENBRIDGE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18166764100 CHEVRONTEXACO CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19002824100 ABBOTT LABORATORIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20252784301 DIAMONDROCK HOSPITAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2169354N106 PRA GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22011311107 ALAMO GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23816851109 SEMPRA ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24756109104 REALTY INCOME CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2540434L105 HP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26438516106 HONEYWELL INTL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27437076102 HOME DEPOT INC USD 0
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2834959E109 FORTINET INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2922160K105 COSTCO WHSL CORP NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30101137107 BOSTON SCIENTIFIC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3109062X103 BIOGEN IDEC INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3209061G101 BIOMARIN PHARMACEUTI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3303076C106 AMERIPRISE FINL INC

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,408,371
Liabilities
$0
Net assets
$8,408,371
Revenue
$877,257
Expenses
$718,720
Net income
$158,537
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$10.6$0.00$10.6$1.22$0.87$0.35
2023Detailed filing. Detailed filing data is available for this year.$10.3$0.00$10.3$0.81$0.88$0.07
2022Detailed filing. Detailed filing data is available for this year.$10.4$0.00$10.4$1.99$0.97$1.02
2021Detailed filing. Detailed filing data is available for this year.$9.95$0.00$9.95$1.99$0.82$1.17
2020Detailed filing. Detailed filing data is available for this year.$8.78$0.00$8.78$0.49$0.79$0.30
2019Detailed filing. Detailed filing data is available for this year.$9.13$0.00$9.13$1.49$0.77$0.72
2018Detailed filing. Detailed filing data is available for this year.$8.41$0.00$8.41$0.88$0.72$0.16
2018Detailed filing. Detailed filing data is available for this year.$8.41$0.00$8.41$0.88$0.72$0.16
2015Summary only. Only limited summary data is available for this year.$8.17$0.00$0.42$0.68$0.26
2014Summary only. Only limited summary data is available for this year.$8.47$0.00$1.04$0.64$0.40
2013Summary only. Only limited summary data is available for this year.$8.06$0.00$1.71$0.60$1.12
2012Summary only. Only limited summary data is available for this year.$7.35$0.00$1.28$0.51$0.77
2011Summary only. Only limited summary data is available for this year.$7.17$0.00$0.90$0.46$0.45