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Nonprofit · EIN 23-6207346

HENRY DOLFINGER 2 TR UW

Tax-exempt · PHILADELPHIA, PA 19103

Financials

$576K$982K2024
Revenue Expenses · by fiscal year end
Financials of HENRY DOLFINGER 2 TR UW by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$575,917$982,274-$406,357$16,787,705$0$16,787,705
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$449,845
Net gain from sales of assets
-$83,483
Other income
$209,555

Expenses

Grants and similar amounts paid
$712,650
Compensation of officers, directors and key employees
$87,261
Disbursements for charitable purposes
$821,902
Excise tax on investment income
$8,034

Balance sheet and other

Total assets, start of year
$17,194,062
Total assets, end of year
$16,787,705
Total liabilities, end of year
$0
Net assets, end of year
$16,787,705
Fair market value of assets
$18,875,737
Qualifying distributions
$821,902
Net investment income
$646,888

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 / weekCompensation
MATTHEW TAYLOR
DM LLP 30 SOUTH 17TH STREET, PHILADELPHIA, PA 19103
CO-TRUSTEE2$43,631
DAVID LODER ESQ
DM LLP 30 SOUTH 17TH STREET, PHILADELPHIA, PA 19103
CO-TRUSTEE2$43,630

Address and contacts

Address (IRS master file)
DUANE MORRIS LLP 30 S 17TH ST, PHILADELPHIA, PA 19103-0000
In care of
% DUANE MORRIS & HECKSCHER
Signed the 990-PF
DAVID LODER, TRUSTEE
Phone
(215) 979-1973
Return prepared by
DUANE MORRIS 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 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
23-6207346
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
1958
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$16,787,705
Income (IRS master file)
$5,513,593

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024–––IRS
990-TDecember 2024–––IRS
990-PFDecember 2023-$217,002$967,502$17,194,062IRS
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 publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.

Questions about HENRY DOLFINGER 2 TR UW

What is the EIN of HENRY DOLFINGER 2 TR UW?
The employer identification number (EIN) of HENRY DOLFINGER 2 TR UW is 23-6207346.
Is HENRY DOLFINGER 2 TR UW tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1958.
Are donations to HENRY DOLFINGER 2 TR UW tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does HENRY DOLFINGER 2 TR UW file?
Form 990-PF. Private foundations file every year.
When is the next return of HENRY DOLFINGER 2 TR UW 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 HENRY DOLFINGER 2 TR UW 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 HENRY DOLFINGER 2 TR UW?
The 990-PF for the year ended December 31, 2024 lists 2 people; 2 received compensation from the organization, the highest $43,631 (MATTHEW TAYLOR, CO-TRUSTEE).
How much revenue does HENRY DOLFINGER 2 TR UW have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $575,917, expenses of $982,274 and total assets of $16,787,705 at year end.

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