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Nonprofit · EIN 23-7043773

CLARENCE AND ANNE DILLON DUNWALKE TRUST

Tax-exempt · NEW YORK, NY 10016

Financials

$2.8M$2.8M2022$2.2M$1.9M2023$2M$1.8M2024
Revenue Expenses · by fiscal year end
Financials of CLARENCE AND ANNE DILLON DUNWALKE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-PF$1,973,160$1,820,225$152,935$29,081,390$0$29,081,390
June 30, 2024990-PF$2,197,861$1,906,414$291,447$28,928,455$0$28,928,455
June 30, 2023990-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.

NameTitleHours / weekCompensation
SOPHIE W BRYAN
C/O KESWICK MGT 99 PARK AVE 24 FL, NEW YORK, NY 10016
Chairman/Trustee0.2$0
EILEEN B KANE
C/O KESWICK MGT 99 PARK AVE 24 FL, NEW YORK, NY 10016
SECRETARY0.2$0
MARCUS SIEZING
C/O KESWICK MGT 99 PARK AVE 24 FL, NEW YORK, NY 10016
TREASURER0.2$0
ALEXANDRA F ALLEN
C/O KESWICK MGT 99 PARK AVE 24 FL, NEW YORK, NY 10016
TRUSTEE0.2$0
ANDREW D ALLEN
C/O KESWICK MGT 99 PARK AVE 24 FL, NEW YORK, NY 10016
TRUSTEE0.2$0
CHARLOTTE CUNNINGHAM
C/O KESWICK MGT 99 PARK AVE 24 FL, NEW YORK, NY 10016
TRUSTEE0.2$0
D DILLON BRYAN
C/O KESWICK MGT 99 PARK AVE 24 FL, NEW YORK, NY 10016
TRUSTEE0.2$0
DOROTHY CAPLOW ECHODU
C/O KESWICK MGT 99 PARK AVE 24 FL, NEW YORK, NY 10016
TRUSTEE0.2$0
DOUGLAS D COLLINS
C/O KESWICK MGT 99 PARK AVE 24 FL, NEW YORK, NY 10016
TRUSTEE0.2$0
FRANCES COLLINS
C/O KESWICK MGT 99 PARK AVE 24 FL, NEW YORK, NY 10016
TRUSTEE0.2$0
KATHERINE A WOLOVSKY
C/O KESWICK MGT 99 PARK AVE 24 FL, NEW YORK, NY 10016
TRUSTEE0.2$0
MARK M COLLINS JR
C/O KESWICK MGT 99 PARK AVE 24 FL, NEW YORK, NY 10016
TRUSTEE0.2$0
MARTIN C ZETTERBERG
C/O KESWICK MGT 99 PARK AVE 24 FL, NEW YORK, NY 10016
TRUSTEE0.2$0
NICHOLAS E ALLEN
C/O KESWICK MGT 99 PARK AVE 24 FL, NEW YORK, NY 10016
TRUSTEE0.2$0
PHYLLIS D COLLINS
C/O KESWICK MGT 99 PARK AVE 24 FL, NEW YORK, NY 10016
TRUSTEE0.2$0
3 more people on this return
NameTitleHours / weekCompensation
ROBERT DE LUXEMBOURG
C/O KESWICK MGT 99 PARK AVE 24 FL, NEW YORK, NY 10016
TRUSTEE0.2$0
CHRISTOPHER D ALLEN
C/O KESWICK MGT 99 PARK AVE 24 FL, NEW YORK, NY 10016
Trustee0.2$0
THEODORE CAPLOW JR
C/O KESWICK MGT 99 PARK AVE 24 FL, NEW YORK, NY 10016
TRUSTEE0.2$0
990-PF for the year ended June 30, 2024: 19 people
NameTitleHours / weekCompensation
CHRISTOPHER D ALLEN
C/O KESWICK MGT 99 PARK AVE 24 FL, NEW YORK, NY 10016
CHAIRMAN/TRUSTEE0.2$0
EILEEN B KANE
C/O KESWICK MGT 99 PARK AVE 24 FL, NEW YORK, NY 10016
SECRETARY0.2$0
MARCUS SIEZING
C/O KESWICK MGT 99 PARK AVE 24 FL, NEW YORK, NY 10016
TREASURER0.2$0
ALEXANDRA F ALLEN
C/O KESWICK MGT 99 PARK AVE 24 FL, NEW YORK, NY 10016
TRUSTEE0.2$0
ANDREW D ALLEN
C/O KESWICK MGT 99 PARK AVE 24 FL, NEW YORK, NY 10016
TRUSTEE0.2$0
CHARLOTTE CUNNINGHAM
C/O KESWICK MGT 99 PARK AVE 24 FL, NEW YORK, NY 10016
TRUSTEE0.2$0
D DILLON BRYAN
C/O KESWICK MGT 99 PARK AVE 24 FL, NEW YORK, NY 10016
TRUSTEE0.2$0
DOROTHY CAPLOW ECHODU
C/O KESWICK MGT 99 PARK AVE 24 FL, NEW YORK, NY 10016
TRUSTEE0.2$0
DOUGLAS D COLLINS
C/O KESWICK MGT 99 PARK AVE 24 FL, NEW YORK, NY 10016
TRUSTEE0.2$0
FRANCES COLLINS
C/O KESWICK MGT 99 PARK AVE 24 FL, NEW YORK, NY 10016
TRUSTEE0.2$0
GRETCHEN S BRYAN
C/O KESWICK MGT 99 PARK AVE 24 FL, NEW YORK, NY 10016
TRUSTEE0.2$0
KATHERINE A WOLOVSKY
C/O KESWICK MGT 99 PARK AVE 24 FL, NEW YORK, NY 10016
TRUSTEE0.2$0
MARK M COLLINS JR
C/O KESWICK MGT 99 PARK AVE 24 FL, NEW YORK, NY 10016
TRUSTEE0.2$0
MARTIN C ZETTERBERG
C/O KESWICK MGT 99 PARK AVE 24 FL, NEW YORK, NY 10016
TRUSTEE0.2$0
NICHOLAS E ALLEN
C/O KESWICK MGT 99 PARK AVE 24 FL, NEW YORK, NY 10016
TRUSTEE0.2$0
PHYLLIS D COLLINS
C/O KESWICK MGT 99 PARK AVE 24 FL, NEW YORK, NY 10016
TRUSTEE0.2$0
ROBERT DE LUXEMBOURG
C/O KESWICK MGT 99 PARK AVE 24 FL, NEW YORK, NY 10016
TRUSTEE0.2$0
SOPHIE W BRYAN
C/O KESWICK MGT 99 PARK AVE 24 FL, NEW YORK, NY 10016
TRUSTEE0.2$0
THEODORE CAPLOW JR
C/O KESWICK MGT 99 PARK AVE 24 FL, NEW YORK, NY 10016
TRUSTEE0.2$0
990-PF for the year ended June 30, 2023: 19 people
NameTitleHours / weekCompensation
CHARLOTTE CUNNINGHAM
C/O KESWICK MGT 99 PARK AVE 24 FL, NEW YORK, NY 10016
TRUSTEE0.2$0
ALEXANDRA F ALLEN
C/O KESWICK MGT 99 PARK AVE 24 FL, NEW YORK, NY 10016
TRUSTEE0.2$0
ROBERT DE LUXEMBOURG
C/O KESWICK MGT 99 PARK AVE 24 FL, NEW YORK, NY 10016
TRUSTEE0.2$0
PHYLLIS D COLLINS
C/O KESWICK MGT 99 PARK AVE 24 FL, NEW YORK, NY 10016
TRUSTEE0.2$0
MARTIN C ZETTERBERG
C/O KESWICK MGT 99 PARK AVE 24 FL, NEW YORK, NY 10016
TRUSTEE0.2$0
MARK M COLLINS JR
C/O KESWICK MGT 99 PARK AVE 24 FL, NEW YORK, NY 10016
TRUSTEE0.2$0
SOPHIE W BRYAN
C/O KESWICK MGT 99 PARK AVE 24 FL, NEW YORK, NY 10016
TRUSTEE0.2$0
FRANCES COLLINS
C/O KESWICK MGT 99 PARK AVE 24 FL, NEW YORK, NY 10016
TRUSTEE0.2$0
DOUGLAS D COLLINS
C/O KESWICK MGT 99 PARK AVE 24 FL, NEW YORK, NY 10016
TRUSTEE0.2$0
KATHERINE A WOLOVSKY
C/O KESWICK MGT 99 PARK AVE 24 FL, NEW YORK, NY 10016
TRUSTEE0.2$0
ANDREW D ALLEN
C/O KESWICK MGT 99 PARK AVE 24 FL, NEW YORK, NY 10016
TRUSTEE0.2$0
CHRISTOPHER D ALLEN
C/O KESWICK MGT 99 PARK AVE 24 FL, NEW YORK, NY 10016
CHAIRMAN/TRUSTEE0.2$0
NICHOLAS E ALLEN
C/O KESWICK MGT 99 PARK AVE 24 FL, NEW YORK, NY 10016
TRUSTEE0.2$0
THEODORE CAPLOW JR
C/O KESWICK MGT 99 PARK AVE 24 FL, NEW YORK, NY 10016
TRUSTEE0.2$0
DOROTHY CAPLOW ECHODU
C/O KESWICK MGT 99 PARK AVE 24 FL, NEW YORK, NY 10016
TRUSTEE0.2$0
D DILLON BRYAN
C/O KESWICK MGT 99 PARK AVE 24 FL, NEW YORK, NY 10016
TRUSTEE0.2$0
GRETCHEN S BRYAN
C/O KESWICK MGT 99 PARK AVE 24 FL, NEW YORK, NY 10016
TRUSTEE0.2$0
MARCUS SIEZING
C/O KESWICK MGT 99 PARK AVE 24 FL, NEW YORK, NY 10016
TREASURER0.2$0
EILEEN B KANE
C/O KESWICK MGT 99 PARK AVE 24 FL, NEW YORK, NY 10016
SECRETARY0.2$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 yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990-PF on file
2023June 30, 2024November 15, 2024990-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

FormYear endedRevenueExpensesAssetsReturn
990-PFJune 2025$1,973,160$1,820,225$29,081,390IRS
990-PFJune 2024$2,197,861$1,906,414$28,928,455XML
990-PFJune 2023$2,776,157$2,790,263$28,637,008XML
990-PFJune 2022–––IRS
990-PFJune 2021–––IRS
990-PFJune 2020–––IRS
990-PFJune 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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