Nonprofit · EIN 23-7043773
CLARENCE AND ANNE DILLON DUNWALKE TRUST
Tax-exempt · NEW YORK, NY 10016
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $1,973,160 | $1,820,225 | $152,935 | $29,081,390 | $0 | $29,081,390 |
| June 30, 2024 | 990-PF | $2,197,861 | $1,906,414 | $291,447 | $28,928,455 | $0 | $28,928,455 |
| June 30, 2023 | 990-PF | $2,776,157 | $2,790,263 | -$14,106 | $28,637,008 | $0 | $28,637,008 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $695,080
- Interest
- $89,224
- Net gain from sales of assets
- $1,152,077
- Other income
- $36,779
Expenses
- Grants and similar amounts paid
- $1,512,200
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $1,579,636
- Excise tax on investment income
- $24,569
Balance sheet and other
- Total assets, start of year
- $28,928,455
- Total assets, end of year
- $29,081,390
- Total liabilities, end of year
- $0
- Net assets, end of year
- $29,081,390
- Fair market value of assets
- $38,769,061
- Qualifying distributions
- $1,579,636
- Net investment income
- $1,973,160
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SOPHIE W BRYAN C/O KESWICK MGT 99 PARK AVE 24 FL, NEW YORK, NY 10016 | Chairman/Trustee | 0.2 | $0 |
| EILEEN B KANE C/O KESWICK MGT 99 PARK AVE 24 FL, NEW YORK, NY 10016 | SECRETARY | 0.2 | $0 |
| MARCUS SIEZING C/O KESWICK MGT 99 PARK AVE 24 FL, NEW YORK, NY 10016 | TREASURER | 0.2 | $0 |
| ALEXANDRA F ALLEN C/O KESWICK MGT 99 PARK AVE 24 FL, NEW YORK, NY 10016 | TRUSTEE | 0.2 | $0 |
| ANDREW D ALLEN C/O KESWICK MGT 99 PARK AVE 24 FL, NEW YORK, NY 10016 | TRUSTEE | 0.2 | $0 |
| CHARLOTTE CUNNINGHAM C/O KESWICK MGT 99 PARK AVE 24 FL, NEW YORK, NY 10016 | TRUSTEE | 0.2 | $0 |
| D DILLON BRYAN C/O KESWICK MGT 99 PARK AVE 24 FL, NEW YORK, NY 10016 | TRUSTEE | 0.2 | $0 |
| DOROTHY CAPLOW ECHODU C/O KESWICK MGT 99 PARK AVE 24 FL, NEW YORK, NY 10016 | TRUSTEE | 0.2 | $0 |
| DOUGLAS D COLLINS C/O KESWICK MGT 99 PARK AVE 24 FL, NEW YORK, NY 10016 | TRUSTEE | 0.2 | $0 |
| FRANCES COLLINS C/O KESWICK MGT 99 PARK AVE 24 FL, NEW YORK, NY 10016 | TRUSTEE | 0.2 | $0 |
| KATHERINE A WOLOVSKY C/O KESWICK MGT 99 PARK AVE 24 FL, NEW YORK, NY 10016 | TRUSTEE | 0.2 | $0 |
| MARK M COLLINS JR C/O KESWICK MGT 99 PARK AVE 24 FL, NEW YORK, NY 10016 | TRUSTEE | 0.2 | $0 |
| MARTIN C ZETTERBERG C/O KESWICK MGT 99 PARK AVE 24 FL, NEW YORK, NY 10016 | TRUSTEE | 0.2 | $0 |
| NICHOLAS E ALLEN C/O KESWICK MGT 99 PARK AVE 24 FL, NEW YORK, NY 10016 | TRUSTEE | 0.2 | $0 |
| PHYLLIS D COLLINS C/O KESWICK MGT 99 PARK AVE 24 FL, NEW YORK, NY 10016 | TRUSTEE | 0.2 | $0 |
3 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT DE LUXEMBOURG C/O KESWICK MGT 99 PARK AVE 24 FL, NEW YORK, NY 10016 | TRUSTEE | 0.2 | $0 |
| CHRISTOPHER D ALLEN C/O KESWICK MGT 99 PARK AVE 24 FL, NEW YORK, NY 10016 | Trustee | 0.2 | $0 |
| THEODORE CAPLOW JR C/O KESWICK MGT 99 PARK AVE 24 FL, NEW YORK, NY 10016 | TRUSTEE | 0.2 | $0 |
990-PF for the year ended June 30, 2024: 19 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHRISTOPHER D ALLEN C/O KESWICK MGT 99 PARK AVE 24 FL, NEW YORK, NY 10016 | CHAIRMAN/TRUSTEE | 0.2 | $0 |
| EILEEN B KANE C/O KESWICK MGT 99 PARK AVE 24 FL, NEW YORK, NY 10016 | SECRETARY | 0.2 | $0 |
| MARCUS SIEZING C/O KESWICK MGT 99 PARK AVE 24 FL, NEW YORK, NY 10016 | TREASURER | 0.2 | $0 |
| ALEXANDRA F ALLEN C/O KESWICK MGT 99 PARK AVE 24 FL, NEW YORK, NY 10016 | TRUSTEE | 0.2 | $0 |
| ANDREW D ALLEN C/O KESWICK MGT 99 PARK AVE 24 FL, NEW YORK, NY 10016 | TRUSTEE | 0.2 | $0 |
| CHARLOTTE CUNNINGHAM C/O KESWICK MGT 99 PARK AVE 24 FL, NEW YORK, NY 10016 | TRUSTEE | 0.2 | $0 |
| D DILLON BRYAN C/O KESWICK MGT 99 PARK AVE 24 FL, NEW YORK, NY 10016 | TRUSTEE | 0.2 | $0 |
| DOROTHY CAPLOW ECHODU C/O KESWICK MGT 99 PARK AVE 24 FL, NEW YORK, NY 10016 | TRUSTEE | 0.2 | $0 |
| DOUGLAS D COLLINS C/O KESWICK MGT 99 PARK AVE 24 FL, NEW YORK, NY 10016 | TRUSTEE | 0.2 | $0 |
| FRANCES COLLINS C/O KESWICK MGT 99 PARK AVE 24 FL, NEW YORK, NY 10016 | TRUSTEE | 0.2 | $0 |
| GRETCHEN S BRYAN C/O KESWICK MGT 99 PARK AVE 24 FL, NEW YORK, NY 10016 | TRUSTEE | 0.2 | $0 |
| KATHERINE A WOLOVSKY C/O KESWICK MGT 99 PARK AVE 24 FL, NEW YORK, NY 10016 | TRUSTEE | 0.2 | $0 |
| MARK M COLLINS JR C/O KESWICK MGT 99 PARK AVE 24 FL, NEW YORK, NY 10016 | TRUSTEE | 0.2 | $0 |
| MARTIN C ZETTERBERG C/O KESWICK MGT 99 PARK AVE 24 FL, NEW YORK, NY 10016 | TRUSTEE | 0.2 | $0 |
| NICHOLAS E ALLEN C/O KESWICK MGT 99 PARK AVE 24 FL, NEW YORK, NY 10016 | TRUSTEE | 0.2 | $0 |
| PHYLLIS D COLLINS C/O KESWICK MGT 99 PARK AVE 24 FL, NEW YORK, NY 10016 | TRUSTEE | 0.2 | $0 |
| ROBERT DE LUXEMBOURG C/O KESWICK MGT 99 PARK AVE 24 FL, NEW YORK, NY 10016 | TRUSTEE | 0.2 | $0 |
| SOPHIE W BRYAN C/O KESWICK MGT 99 PARK AVE 24 FL, NEW YORK, NY 10016 | TRUSTEE | 0.2 | $0 |
| THEODORE CAPLOW JR C/O KESWICK MGT 99 PARK AVE 24 FL, NEW YORK, NY 10016 | TRUSTEE | 0.2 | $0 |
990-PF for the year ended June 30, 2023: 19 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHARLOTTE CUNNINGHAM C/O KESWICK MGT 99 PARK AVE 24 FL, NEW YORK, NY 10016 | TRUSTEE | 0.2 | $0 |
| ALEXANDRA F ALLEN C/O KESWICK MGT 99 PARK AVE 24 FL, NEW YORK, NY 10016 | TRUSTEE | 0.2 | $0 |
| ROBERT DE LUXEMBOURG C/O KESWICK MGT 99 PARK AVE 24 FL, NEW YORK, NY 10016 | TRUSTEE | 0.2 | $0 |
| PHYLLIS D COLLINS C/O KESWICK MGT 99 PARK AVE 24 FL, NEW YORK, NY 10016 | TRUSTEE | 0.2 | $0 |
| MARTIN C ZETTERBERG C/O KESWICK MGT 99 PARK AVE 24 FL, NEW YORK, NY 10016 | TRUSTEE | 0.2 | $0 |
| MARK M COLLINS JR C/O KESWICK MGT 99 PARK AVE 24 FL, NEW YORK, NY 10016 | TRUSTEE | 0.2 | $0 |
| SOPHIE W BRYAN C/O KESWICK MGT 99 PARK AVE 24 FL, NEW YORK, NY 10016 | TRUSTEE | 0.2 | $0 |
| FRANCES COLLINS C/O KESWICK MGT 99 PARK AVE 24 FL, NEW YORK, NY 10016 | TRUSTEE | 0.2 | $0 |
| DOUGLAS D COLLINS C/O KESWICK MGT 99 PARK AVE 24 FL, NEW YORK, NY 10016 | TRUSTEE | 0.2 | $0 |
| KATHERINE A WOLOVSKY C/O KESWICK MGT 99 PARK AVE 24 FL, NEW YORK, NY 10016 | TRUSTEE | 0.2 | $0 |
| ANDREW D ALLEN C/O KESWICK MGT 99 PARK AVE 24 FL, NEW YORK, NY 10016 | TRUSTEE | 0.2 | $0 |
| CHRISTOPHER D ALLEN C/O KESWICK MGT 99 PARK AVE 24 FL, NEW YORK, NY 10016 | CHAIRMAN/TRUSTEE | 0.2 | $0 |
| NICHOLAS E ALLEN C/O KESWICK MGT 99 PARK AVE 24 FL, NEW YORK, NY 10016 | TRUSTEE | 0.2 | $0 |
| THEODORE CAPLOW JR C/O KESWICK MGT 99 PARK AVE 24 FL, NEW YORK, NY 10016 | TRUSTEE | 0.2 | $0 |
| DOROTHY CAPLOW ECHODU C/O KESWICK MGT 99 PARK AVE 24 FL, NEW YORK, NY 10016 | TRUSTEE | 0.2 | $0 |
| D DILLON BRYAN C/O KESWICK MGT 99 PARK AVE 24 FL, NEW YORK, NY 10016 | TRUSTEE | 0.2 | $0 |
| GRETCHEN S BRYAN C/O KESWICK MGT 99 PARK AVE 24 FL, NEW YORK, NY 10016 | TRUSTEE | 0.2 | $0 |
| MARCUS SIEZING C/O KESWICK MGT 99 PARK AVE 24 FL, NEW YORK, NY 10016 | TREASURER | 0.2 | $0 |
| EILEEN B KANE C/O KESWICK MGT 99 PARK AVE 24 FL, NEW YORK, NY 10016 | SECRETARY | 0.2 | $0 |
Address and contacts
- Address (IRS master file)
- C/O KESWICK MGT 99 PARK AVE 24 FL, NEW YORK, NY 10016-0000
- In care of
- % MARCUS SIEZING
- Signed the 990-PF
- MARCUS SIEZING, TREASURER
- Phone
- (212) 315-8300
- Return prepared by
- BDO USA
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 23-7043773
- 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
- 1969
- Accounting year ends
- June
- Files
- Form 990-PF
- Assets (IRS master file)
- $29,081,390
- Income (IRS master file)
- $9,124,448
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $1,973,160 | $1,820,225 | $29,081,390 | IRS |
| 990-PF | June 2024 | $2,197,861 | $1,906,414 | $28,928,455 | XML |
| 990-PF | June 2023 | $2,776,157 | $2,790,263 | $28,637,008 | XML |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2020 | – | – | – | IRS |
| 990-PF | June 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 23-7043773).
Questions about CLARENCE AND ANNE DILLON DUNWALKE TRUST
- What is the EIN of CLARENCE AND ANNE DILLON DUNWALKE TRUST?
- The employer identification number (EIN) of CLARENCE AND ANNE DILLON DUNWALKE TRUST is 23-7043773.
- Is CLARENCE AND ANNE DILLON DUNWALKE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1969.
- Are donations to CLARENCE AND ANNE DILLON DUNWALKE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CLARENCE AND ANNE DILLON DUNWALKE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CLARENCE AND ANNE DILLON DUNWALKE TRUST due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CLARENCE AND ANNE DILLON DUNWALKE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of CLARENCE AND ANNE DILLON DUNWALKE TRUST?
- The 990-PF for the year ended June 30, 2025 lists 18 people; 0 received compensation from the organization.
- How much revenue does CLARENCE AND ANNE DILLON DUNWALKE TRUST have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $1,973,160, expenses of $1,820,225 and total assets of $29,081,390 at year end.
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