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Nonprofit · EIN 94-6065150

DEAN WITTER FOUNDATION

Tax-exempt · SAN RAFAEL, CA 94903

Financials

$186K$394K2022$365K$405K2023$418K$558K2024
Revenue Expenses · by fiscal year end
Financials of DEAN WITTER FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-PF$418,415$557,970-$139,555$7,098,633$0$7,098,633
June 30, 2024990-PF$365,457$404,861-$39,404$7,238,188$0$7,238,188
June 30, 2023990-PF$185,971$393,593-$207,622$7,277,592$0$7,277,592
Financial details: 990-PF for the year ended June 30, 2025

Revenue

Dividends
$114,966
Interest
$90,306
Net gain from sales of assets
$212,717
Other income
$426

Expenses

Grants and similar amounts paid
$427,500
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$486,010
Excise tax on investment income
$4,885

Balance sheet and other

Total assets, start of year
$7,238,188
Total assets, end of year
$7,098,633
Total liabilities, end of year
$0
Net assets, end of year
$7,098,633
Fair market value of assets
$9,557,011
Qualifying distributions
$486,010
Net investment income
$418,415

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
DEAN WITTER III
PO BOX 6106, SAN RAFAEL, CA 94903
CFO/TREASURER & DIRECTOR0$0
ALLISON WITTER FREY
PO BOX 6106, SAN RAFAEL, CA 94903
DIRECTOR0$0
BROOKS WITTER
PO BOX 6106, SAN RAFAEL, CA 94903
PRESIDENT & DIRECTOR0$0
MALCOLM G WITTER
PO BOX 6106, SAN RAFAEL, CA 94903
SECRETARY & DIRECTOR0$0
990-PF for the year ended June 30, 2024: 4 people
NameTitleHours / weekCompensation
DEAN WITTER III
PO BOX 6106, SAN RAFAEL, CA 94903
CFO & DIRECTOR0$0
ALLISON WITTER FREY
PO BOX 6106, SAN RAFAEL, CA 94903
DIRECTOR0$0
BROOKS WITTER
PO BOX 6106, SAN RAFAEL, CA 94903
PRESIDENT & DIRECTOR0$0
MALCOLM G WITTER
PO BOX 6106, SAN RAFAEL, CA 94903
SECRETARY & DIRECTOR0$0
990-PF for the year ended June 30, 2023: 4 people
NameTitleHours / weekCompensation
DEAN WITTER III
PO BOX 6106, SAN RAFAEL, CA 94903
CFO/TREASURER & DIRECTOR0$0
ALLISON WITTER FREY
PO BOX 6106, SAN RAFAEL, CA 94903
PRESIDENT0$0
BROOKS WITTER
PO BOX 6106, SAN RAFAEL, CA 94903
SECRETARY & DIRECTOR0$0
MALCOLM G WITTER
PO BOX 6106, SAN RAFAEL, CA 94903
DIRECTOR0$0

Address and contacts

Address (IRS master file)
PO BOX 6106, SAN RAFAEL, CA 94903-0106
Signed the 990-PF
DEAN WITTER III, PRESIDENT
Phone
(415) 981-2966
Return prepared by
CALEGARI & MORRIS ACCOUNTANTS

California records

California keeps its own records of charities and corporations. Search them by EIN 94-6065150 or by the name DEAN WITTER FOUNDATION.

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
94-6065150
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
1954
Accounting year ends
June
Files
Form 990-PF
Assets (IRS master file)
$7,098,633
Income (IRS master file)
$2,563,407

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJune 2025$418,415$557,970$7,098,633XML
990-PFJune 2024$365,457$404,861$7,238,188XML
990-PFJune 2023$185,971$393,593$7,277,592XML
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 94-6065150).

Questions about DEAN WITTER FOUNDATION

What is the EIN of DEAN WITTER FOUNDATION?
The employer identification number (EIN) of DEAN WITTER FOUNDATION is 94-6065150.
Is DEAN WITTER FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1954.
Are donations to DEAN WITTER FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does DEAN WITTER FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of DEAN WITTER FOUNDATION 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 DEAN WITTER FOUNDATION 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 DEAN WITTER FOUNDATION?
The 990-PF for the year ended June 30, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does DEAN WITTER FOUNDATION have?
On its 990-PF for the year ended June 30, 2025 it reported revenue of $418,415, expenses of $557,970 and total assets of $7,098,633 at year end.

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