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Nonprofit · EIN 13-6069950

DOROTHY JORDAN CHADWICK FUND

Tax-exempt · DALLAS, TX 75265

Financials

$975K$1.2M2023$489K$826K2024$434K$1.2M2025
Revenue Expenses · by fiscal year end
Financials of DOROTHY JORDAN CHADWICK FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
May 31, 2026990-PF$433,632$1,162,495-$728,863$11,193,729$0$11,193,729
May 31, 2025990-PF$488,512$825,578-$337,066$11,922,592$0$11,922,592
May 31, 2024990-PF$975,291$1,201,575-$226,284$12,259,658$0$12,259,658
Financial details: 990-PF for the year ended May 31, 2026

Revenue

Dividends
$425,597
Net gain from sales of assets
$6,915
Other income
$1,120

Expenses

Grants and similar amounts paid
$1,025,000
Compensation of officers, directors and key employees
$131,148
Disbursements for charitable purposes
$1,078,214
Excise tax on investment income
$4,840

Balance sheet and other

Total assets, start of year
$11,922,592
Total assets, end of year
$11,193,729
Total liabilities, end of year
$0
Net assets, end of year
$11,193,729
Fair market value of assets
$23,684,601
Qualifying distributions
$1,078,214
Net investment income
$432,512

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 May 31, 2026, highest compensation first.

NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$131,148
KATHERINE K HILDNER
114 WEST 47TH ST, NEW YORK, NY 10036
CO-TRUSTEE1$0
MARY JORDAN WEIR ROONEY
15 CHESTERTON DR, LANDENBERG, PA 19350
CO-TRUSTEE1$0
990-PF for the year ended May 31, 2025: 3 people
NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$118,389
KATHERINE K HILDNER
114 WEST 47TH ST, NEW YORK, NY 10036
CO-TRUSTEE1$0
MARY JORDAN WEIR
114 WEST 47TH ST, NEW YORK, NY 10036
CO-TRUSTEE1$0
990-PF for the year ended May 31, 2024: 3 people
NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$106,135
KATHERINE K HILDNER
114 WEST 47TH ST, NEW YORK, NY 10036
CO-TRUSTEE1$0
RANDOLPH K LUSKEY
114 WEST 47TH ST, NEW YORK, NY 10036
CO-TRUSTEE1$0

Address and contacts

Address (IRS master file)
PO BOX 653067, DALLAS, TX 75265-3067
In care of
% US TRUST CO
Signed the 990-PF
BANK OF AMERICA N A, MANAGING DIR
Phone
(888) 866-3275

What it must file and when

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

Tax yearYear endedDueIRS public records
2025May 31, 2026October 15, 2026990-PF on file
2024May 31, 2025October 15, 2025990-PF on file
2023May 31, 2024October 15, 2024990-PF on file

IRS record

EIN
13-6069950
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
1959
Accounting year ends
May
Files
Form 990-PF
Assets (IRS master file)
$11,193,729
Income (IRS master file)
$678,089

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFMay 2026$433,632$1,162,495$11,193,729XML
990-PFMay 2025$488,512$825,578$11,922,592XML
990-PFMay 2024$975,291$1,201,575$12,259,658XML
990-PFMay 2023–––IRS
990-PFMay 2022–––IRS
990-PFMay 2021–––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 13-6069950).

Questions about DOROTHY JORDAN CHADWICK FUND

What is the EIN of DOROTHY JORDAN CHADWICK FUND?
The employer identification number (EIN) of DOROTHY JORDAN CHADWICK FUND is 13-6069950.
Is DOROTHY JORDAN CHADWICK FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1959.
Are donations to DOROTHY JORDAN CHADWICK FUND tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does DOROTHY JORDAN CHADWICK FUND file?
Form 990-PF. Private foundations file every year.
When is the next return of DOROTHY JORDAN CHADWICK FUND due?
The return for tax year 2026 (the year ending May 31, 2027) is due October 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did DOROTHY JORDAN CHADWICK FUND last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended May 2026.
Who are the officers and directors of DOROTHY JORDAN CHADWICK FUND?
The 990-PF for the year ended May 31, 2026 lists 3 people; 1 received compensation from the organization, the highest $131,148 (BANK OF AMERICA, TRUSTEE).
How much revenue does DOROTHY JORDAN CHADWICK FUND have?
On its 990-PF for the year ended May 31, 2026 it reported revenue of $433,632, expenses of $1,162,495 and total assets of $11,193,729 at year end.

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