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Nonprofit · EIN 86-6574282

DWIGHT FAMILY CHARITABLE TR

Tax-exempt · PALO ALTO, CA 94301

Financials

$1.1M$169K2023$1.8M$225K2024
Revenue Expenses · by fiscal year end
Financials of DWIGHT FAMILY CHARITABLE TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-PF$1,818,311$225,123$1,593,188$4,720,620$0$4,720,620
June 30, 2024990-PF$1,051,202$169,138$882,064$3,127,432$0$3,127,432
Financial details: 990-PF for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$1,000,000
Dividends
$143,766
Interest
$16
Net gain from sales of assets
$669,832
Other income
$4,697

Expenses

Grants and similar amounts paid
$205,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$205,000
Excise tax on investment income
$11,288

Balance sheet and other

Total assets, start of year
$3,127,432
Total assets, end of year
$4,720,620
Total liabilities, end of year
$0
Net assets, end of year
$4,720,620
Fair market value of assets
$6,192,361
Qualifying distributions
$205,000
Net investment income
$813,614

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
WILLIAM DWIGHT
345 SANTA RITA AVE, PALO ALTO, CA 94301
CO-TRUSTEE1$0
MARK DWIGHT
1260 MINNESOTA ST301, SAN FRANCISCO, CA 94107
CO-TRUSTEE1$0
990-PF for the year ended June 30, 2024: 2 people
NameTitleHours / weekCompensation
WILLIAM DWIGHT
345 SANTA RITA AVE, PALO ALTO, CA 94301
CO-TRUSTEE1$0
MARK DWIGHT
1260 MINNESOTA ST301, SAN FRANCISCO, CA 94107
CO-TRUSTEE1$0

Address and contacts

Address (IRS master file)
345 SANTA RITA AVE, PALO ALTO, CA 94301-3942
In care of
% WILLIAM DWIGHT - TRUSTEE
Signed the 990-PF
WILLIAM DWIGHT, TRUSTEE
Phone
(415) 362-5990
Return prepared by
REALIZE CPA LLP

California records

California keeps its own records of charities and corporations. Search them by EIN 86-6574282 or by the name DWIGHT FAMILY CHARITABLE TR.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

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
86-6574282
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
2021
Accounting year ends
June
Files
Form 990-PF
Assets (IRS master file)
$4,720,620
Income (IRS master file)
$2,842,039

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJune 2025$1,818,311$225,123$4,720,620IRS
990-PFJune 2024$1,051,202$169,138$3,127,432XML
990-PFJune 2023–––IRS
990-PFJune 2022–––IRS
990-PFJune 2021–––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 86-6574282).

Questions about DWIGHT FAMILY CHARITABLE TR

What is the EIN of DWIGHT FAMILY CHARITABLE TR?
The employer identification number (EIN) of DWIGHT FAMILY CHARITABLE TR is 86-6574282.
Is DWIGHT FAMILY CHARITABLE TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2021.
Are donations to DWIGHT FAMILY CHARITABLE TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does DWIGHT FAMILY CHARITABLE TR file?
Form 990-PF. Private foundations file every year.
When is the next return of DWIGHT FAMILY CHARITABLE TR 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 DWIGHT FAMILY CHARITABLE TR 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 DWIGHT FAMILY CHARITABLE TR?
The 990-PF for the year ended June 30, 2025 lists 2 people; 0 received compensation from the organization.
How much revenue does DWIGHT FAMILY CHARITABLE TR have?
On its 990-PF for the year ended June 30, 2025 it reported revenue of $1,818,311, expenses of $225,123 and total assets of $4,720,620 at year end.

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