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Nonprofit · EIN 52-1051764

JAMES C DULIN GOODWILL INDUSTRIES FUND

Also known as A L JAGOE ET AL TTEE

Tax-exempt · CHEVY CHASE, MD 20815

Financials

$215K$431K2023$540K$388K2024$611K$371K2025
Revenue Expenses · by fiscal year end
Financials of JAMES C DULIN GOODWILL INDUSTRIES FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$611,383$371,074$240,309$4,959,168$0$4,959,168
December 31, 2024990$539,683$388,217$151,466$4,718,859$0$4,718,859
December 31, 2023990$214,809$431,416-$216,607$4,567,393$0$4,567,393
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$611,362
Net gain from sales of assets
$491,877
Other revenue
$21

Expenses

Grants and similar amounts paid
$269,559
Compensation of officers, directors and key employees
$28,000
Salaries, compensation and benefits (total)
$28,000
Professional fundraising fees
$0
Accounting fees
$6,200
Program services (functional)
$269,559
Management and general (functional)
$101,515

Balance sheet and other

Total assets, start of year
$4,718,859
Total assets, end of year
$4,959,168
Total liabilities, end of year
$0
Net assets, end of year
$4,959,168
Publicly traded securities
$4,954,485
Gross receipts
$3,053,506
Employees
0
Volunteers
0
Year formed
1975
State of legal domicile
DC

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 for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
ALAN R SWENDIMANTRUSTEE
Trustee or director
0.2$4,000
WILLIAM CD BURRTRUSTEE
Trustee or director
0.2$4,000
PETER F JAHNTRUSTEE
Trustee or director
0.2$4,000
CHRISTINA B CARYTRUSTEE
Trustee or director
0.2$4,000
LYNN A ALEXANDERTRUSTEE
Trustee or director
0.2$4,000
ANA T CHAPATRUSTEE
Trustee or director
0.2$4,000
STACEY A HERNDONTRUSTEE
Trustee or director
0.2$4,000
990 for the year ended December 31, 2024: 7 people
NameTitleHours / weekCompensation
ALAN R SWENDIMANTRUSTEE
Trustee or director
0.2$4,000
WILLIAM CD BURRTRUSTEE
Trustee or director
0.2$4,000
PETER F JAHNTRUSTEE
Trustee or director
0.2$4,000
CHRISTINA B CARYTRUSTEE
Trustee or director
0.2$4,000
LYNN A ALEXANDERTRUSTEE
Trustee or director
0.2$4,000
ANA T CHAPATRUSTEE
Trustee or director
0.2$4,000
STACEY A HERNDONTRUSTEE
Trustee or director
0.2$4,000
990 for the year ended December 31, 2023: 7 people
NameTitleHours / weekCompensation
ALAN R SWENDIMANTRUSTEE
Trustee or director
0.2$4,000
WILLIAM CD BURRTRUSTEE
Trustee or director
0.2$4,000
PETER F JAHNTRUSTEE
Trustee or director
0.2$4,000
CHRISTINA B CARYTRUSTEE
Trustee or director
0.2$4,000
LYNN A ALEXANDERTRUSTEE
Trustee or director
0.2$4,000
ANA T CHAPATRUSTEE
Trustee or director
0.2$4,000
STACEY A HERNDONTRUSTEE
Trustee or director
0.2$4,000

Address and contacts

Address (IRS master file)
2 WISCONSIN CIR STE 910, CHEVY CHASE, MD 20815-7036
In care of
% RICHARD H SCHOENFELD
Principal officer (990 for 2025)
PETER JAHN, TWO WISCONSIN CIRCLE 910, CHEVY CHASE, MD 20815
Signed the 990
PETER JAHN, TRUSTEE
Phone
(301) 951-4455
Return prepared by
MATTHEWS CARTER & BOYCE

Mission

PROVIDE SUPPORT FOR GOODWILL OF GREATER WASHINGTON AND GOODWILL INDUSTRIES INTERNATIONAL

990 for the year ended December 31, 2025

Program accomplishments

  • TO PROVIDE FUNDS FOR GOODWILL OF GREATER WASHINGTON (DAVIS MEMORIAL GOODWILL INDUSTRIES)
    Expenses $161,735 · grants $161,735
  • TO PROVIDE FUNDS FOR GOODWILL INDUSTRIES INTERNATIONAL
    Expenses $107,824 · grants $107,824

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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, 2026990 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
52-1051764
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Supporting organization (509(a)(3))
Donations deductible (Pub 78)
Supporting organization of unknown type
Exempt since
1994
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$4,959,168
Income (IRS master file)
$3,053,506

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$611,383$371,074$4,959,168XML
990December 2024$539,683$388,217$4,718,859XML
990December 2023$214,809$431,416$4,567,393XML
990December 2022$1,139,485$393,992$4,784,000IRS
990December 2021–––IRS
990December 2020–––IRS
990December 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 52-1051764).

Questions about JAMES C DULIN GOODWILL INDUSTRIES FUND

What is the EIN of JAMES C DULIN GOODWILL INDUSTRIES FUND?
The employer identification number (EIN) of JAMES C DULIN GOODWILL INDUSTRIES FUND is 52-1051764.
Is JAMES C DULIN GOODWILL INDUSTRIES FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
Are donations to JAMES C DULIN GOODWILL INDUSTRIES FUND tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
Which annual return does JAMES C DULIN GOODWILL INDUSTRIES FUND file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of JAMES C DULIN GOODWILL INDUSTRIES FUND 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 JAMES C DULIN GOODWILL INDUSTRIES FUND last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2025.
Who is the principal officer of JAMES C DULIN GOODWILL INDUSTRIES FUND?
The 990 for the year ended December 31, 2025 names PETER JAHN.
Who are the officers and directors of JAMES C DULIN GOODWILL INDUSTRIES FUND?
The 990 for the year ended December 31, 2025 lists 7 people; 7 received compensation from the organization, the highest $4,000 (ALAN R SWENDIMAN, TRUSTEE).
How much revenue does JAMES C DULIN GOODWILL INDUSTRIES FUND have?
On its 990 for the year ended December 31, 2025 it reported revenue of $611,383, expenses of $371,074 and total assets of $4,959,168 at year end.

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