Nonprofit · EIN 23-1989408
WILLIAM H DUNWOODY TRUST UW 1513847197 & 1513847204
Tax-exempt · VALLEY FORGE, PA 19482
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $124,546 | $141,267 | -$16,721 | $1,934,720 | $0 | $1,934,720 |
| December 31, 2024 | 990-PF | $104,572 | $133,414 | -$28,842 | $1,951,688 | $0 | $1,951,688 |
| December 31, 2023 | 990-PF | $102,634 | $131,945 | -$29,311 | $1,980,630 | $0 | $1,980,630 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $76,154
- Net gain from sales of assets
- $48,392
Expenses
- Grants and similar amounts paid
- $126,614
- Compensation of officers, directors and key employees
- $2,500
- Disbursements for charitable purposes
- $129,114
- Excise tax on investment income
- $1,588
Balance sheet and other
- Total assets, start of year
- $1,951,688
- Total assets, end of year
- $1,934,720
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,934,720
- Fair market value of assets
- $3,256,440
- Qualifying distributions
- $129,114
- Net investment income
- $124,546
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| VANGUARD NATIONAL TRUST COMPANY PO BOX 709, VALLEY FORGE, PA 19482 | TRUSTEE | 2 | $2,500 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| VANGUARD NATIONAL TRUST COMPANY PO BOX 709, VALLEY FORGE, PA 19482 | TRUSTEE | 2 | $2,500 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| VANGUARD NATIONAL TRUST COMPANY PO BOX 709, VALLEY FORGE, PA 19482 | TRUSTEE | 2 | $2,500 |
Address and contacts
- Address (IRS master file)
- PO BOX 709, VALLEY FORGE, PA 19482-0709
- In care of
- % FIRST UNION NATIONAL BANK
- Signed the 990-PF
- TRUST OFFICER, Trust Officer
- Phone
- (800) 567-5163
- Return prepared by
- ERNST & YOUNG US LLP
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 23-1989408
- Exempt since
- 1976
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $1,934,720
- Income (IRS master file)
- $274,693
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $124,546 | $141,267 | $1,934,720 | XML |
| 990-PF | December 2024 | $104,572 | $133,414 | $1,951,688 | IRS |
| 990-PF | December 2023 | $102,634 | $131,945 | $1,980,630 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 23-1989408).
Questions about WILLIAM H DUNWOODY TRUST UW 1513847197 & 1513847204
- What is the EIN of WILLIAM H DUNWOODY TRUST UW 1513847197 & 1513847204?
- The employer identification number (EIN) of WILLIAM H DUNWOODY TRUST UW 1513847197 & 1513847204 is 23-1989408.
- Is WILLIAM H DUNWOODY TRUST UW 1513847197 & 1513847204 tax-exempt?
- Yes. The IRS lists it as tax-exempt since 1976.
- Which annual return does WILLIAM H DUNWOODY TRUST UW 1513847197 & 1513847204 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WILLIAM H DUNWOODY TRUST UW 1513847197 & 1513847204 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 WILLIAM H DUNWOODY TRUST UW 1513847197 & 1513847204 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 WILLIAM H DUNWOODY TRUST UW 1513847197 & 1513847204?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $2,500 (VANGUARD NATIONAL TRUST COMPANY, TRUSTEE).
- How much revenue does WILLIAM H DUNWOODY TRUST UW 1513847197 & 1513847204 have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $124,546, expenses of $141,267 and total assets of $1,934,720 at year end.
Other nonprofits in VALLEY FORGE
- FOUNDING FORWARD EIN 26-1894379 · last filed 990 for 2025
- RILEY FAMILY FOUNDATION EIN 82-3802429 · last filed 990-PF for 2024
- UNITED STATES TENNIS ASSOCIATION- MIDDLE STATES SECTION EIN 23-1688212 · last filed 990 for 2025
- WASHINGTON MEMORIAL HERITAGE EIN 54-2167340 · last filed 990 for 2024
- WORLDLINK INTERNATIONAL MINISTRIES EIN 02-0582095 · last filed 990 for 2025
- SCRIPTURE UNION EIN 25-1228715 · last filed 990 for 2025
- NEW YORK CENTRAL TRUST EIN 14-6018202 · last filed 990-PF for 2025
- POHOQUALINE FISH ASSOCIATION EIN 23-0980833 · last filed 990 for 2025