Dunleavy Foundation

990PF • Fiscal year 2021 • EIN 85-4313867

Jan 01, 2021 to Dec 31, 2021 • Filed on Apr 29, 2022

Organization Profile

601 Massachusetts Ave NW Ste 1040Washington, DC 20001

(202) 942-5171

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

0.00x

Higher debt load relative to assets than 9% of similar nonprofits.

2021 filings • $100M-$250M nonprofits • Source year 2021

0.00x

Higher debt load relative to revenue than 9% of similar nonprofits.

2021 filings • $100M-$250M nonprofits • Source year 2021

100%

Higher net margin than 99% of similar nonprofits.

2021 filings • $100M-$250M nonprofits • Source year 2021

Higher top officer pay than 12% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • $100M-$250M nonprofits • Source year 2021

4703%

Faster asset growth than 100% of similar nonprofits.

2021 filings • $100M-$250M nonprofits • Annualized from 2020 to 2021

4614%

Faster revenue growth than 99% of similar nonprofits.

2021 filings • $100M-$250M nonprofits • Annualized from 2020 to 2021

Balance Sheet

Liabilities / Assets9th percentile

Assets

$244,754,815

Up $239,659,375 (+4703%) from 2020

Net Assets

$244,754,815

Up $239,659,375 (+4703%) from 2020

Liabilities

Flat

Flat from 2020

Revenue And Expenses

Liabilities / Revenue9th percentile Net Margin99th percentile

Revenue

$241,015,381

Up $235,903,160 (+4614%) from 2020

Expenses

$15,000

Up $15,000 from 2020

Net Income

$241,000,381

Up $235,888,160 (+4614%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth100th percentile

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

Highlighted filing

2021

Assets$244,754,815

Liabilities$1

Net Assets$244,754,815

Open 2021 Filing

Operations Trend

Revenue Growth99th percentile

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

Highlighted filing

2021

Revenue$241,015,381

Expenses$15,000

Net Income$241,000,381

Open 2021 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2021 to Dec 31, 2021
Signed: Apr 29, 2022
Return Version: 2021v4.2

Compensation and Service Providers

Top Officer Pay12th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
KEITH R DUNLEAVY	Director, President And CEO	-	$0	-	-
KATHERINE K DUNLEAVY	Director	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Dunleavy Foundation
EIN: 85-4313867
Phone: 2029425171
Address: 601 MASSACHUSETTS AVE NW STE 1040, WASHINGTON, DC 20001

Signing Officer

Name: Keith Dunleavy
Title: President and CEO
Phone: 2029425171
Signed: 2022-04-29
Discuss with paid preparer: Yes

Preparer

Firm: Baker Tilly US Llp
Address: 1650 MARKET ST STE 4500, PHILADELPHIA, PA 19103
Preparer: Kerri N Bogda CPA
Phone: 2159720701

Raw XML Appendix297 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	0	FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt	0	9428
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt	0	3887953
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd	0	18
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt	0	3897381
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt	0	15000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt	0	15000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt	0	237118000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt	0	9428
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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt	0	241000381
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt	0	244683306
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt	0	3887953
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt	0	241509124
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt	0	15000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt	0	15000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt	0	241509124
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt	0	241015381
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt	0	0
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt	0	0
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt	0	2021-01-01
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	1	PUBLICLY TRADED SECURITIES -T/T
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc	2	CAPITAL GAINS DIVIDENDS
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt	0	1341006
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt	0	0
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IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt	0	0
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt	0	0
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt	0	0
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt	0	0
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IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind	0	X
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IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt	0	217161349
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt	0	244754815
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt	0	0
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IRS990PF/MethodOfAccountingCashInd	0	X
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt	0	NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	0	0
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	KEITH R DUNLEAVY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	KATHERINE K DUNLEAVY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	DIRECTOR, PRESIDENT AND CEO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	1	DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	0	601 MASSACHUSETTS AVENUE NW
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	1	601 MASSACHUSETTS AVENUE NW
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt	0	0
IRS990PF/Organization501c3ExemptPFInd	0	X
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IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt	0	0
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt	0	15000
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd	0	0
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd	0	0
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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	0
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IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
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IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	0	KEITH R DUNLEAVY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	15000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	GENERAL OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	THE LIGHT HOUSE INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	PC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	21401
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	15000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	0
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	0
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	0
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IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	0
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	3962
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	3962
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	15000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	3962
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	3962
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	0
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	11038
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt	0	MERITAS GROUP INC
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt	1	KEITH R DUNLEAVY MANAGEMENT TRUST DTD
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	0	1
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	1	2
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt	0	1209 ORANGE STREET
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt	1	PO BOX 4937
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm	0	WILMINGTON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm	1	ANNAPOLIS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd	0	DE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd	1	MD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd	0	19801
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd	1	214039998
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd	0	X
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd	1	X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	0	208384000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	1	26862000
IRS990ScheduleB/GeneralRuleInd	0	X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum	0	1
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum	1	2
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt	0	208384000
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt	1	26862000
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc	0	5,120,000 SHS CLASS B COMMON INOVATION STOCK
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc	1	660,000 SHS CLASS A COMMON INOVATION STOCK
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt	0	2021-12-31
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt	1	2021-12-31
IRS990ScheduleB/Organization501c3ExemptPFInd	0	X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	0	1341006
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	0	UNREALIZED GAIN IN MARKET VALUE OF INVESTMENTS
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd	0	AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd	0	IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd	0	3
ReturnHeader/BuildTS	0	2022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	KEITH DUNLEAVY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	PRESIDENT AND CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	2029425171
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2022-04-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	DUNLEAVY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	DUNL
ReturnHeader/Filer/EIN	0	854313867
ReturnHeader/Filer/PhoneNum	0	2029425171
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	601 MASSACHUSETTS AVE NW STE 1040
ReturnHeader/Filer/USAddress/CityNm	0	WASHINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	DC
ReturnHeader/Filer/USAddress/ZIPCd	0	20001
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	390859910
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	BAKER TILLY US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	1650 MARKET ST STE 4500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	PHILADELPHIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	19103
ReturnHeader/PreparerPersonGrp/PhoneNum	0	2159720701
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	KERRI N BOGDA CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd	0	X
ReturnHeader/ReturnTs	0	2022-04-29T14:07:51-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	KEITH
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	DUNLEAVY
ReturnHeader/TaxPeriodBeginDt	0	2021-01-01
ReturnHeader/TaxPeriodEndDt	0	2021-12-31
ReturnHeader/TaxYr	0	2021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $244,754,815
Liabilities: $1
Net assets: $244,754,815
Revenue: $241,015,381
Expenses: $15,000
Net income: $241,000,381

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$310	$0.00	$310	$29.7	$12.7	$17.0
2023Detailed filing. Detailed filing data is available for this year.	$264	$0.00	$264	$2.74	$12.2	$9.51
2022Detailed filing. Detailed filing data is available for this year.	$243	$0.00	$243	$2.28	$3.41	$1.13
2021Detailed filing. Detailed filing data is available for this year.	$245	$0.00	$245	$241	$0.02	$241
2020Detailed filing. Detailed filing data is available for this year.	$5.10	$0.00	$5.10	$5.11	$0.00	$5.11