William & Dewey Edelman Charitable Trust

Edelman Dewey & Stein Kenneth Ttee

East Marion, NY
Tax-exempt since July 2009
EIN: 13-7109390

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$396k (2024)

Expenses

$1.28M (2024)

Total Assets

$12.3M (2024)

Total Liabilities

$5.62k (2024)

Years with missing data

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$396,486

Expenses

$1,276,962

Net Income

-$880,476

Net Assets

$12,302,114

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3,982	1.0%
Dividends	$486,531	> 100%
Sales of Assets	-$142,419
Other Income	$48,392	12.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,083,246	84.8%
Compensation of Officers*	$94,653	7.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$12,307,732
Total Liabilities	$5,618
Net Assets	$12,302,114

Compensation

Key Employees and Officers	Compensation	Other
Emily C Sharko (Co Trustee)	$31,551	$0
Peter C Stein (Co Trustee)	$31,551	$0
Eric C Stein (Co Trustee)	$31,551	$0
Kenneth L Stein (Manager)	$0	$0
Nancy C Stein (Manager)	$0	$0

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990-PF

Filed on Nov. 12, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$665,731

Expenses

$1,161,981

Net Income

-$496,250

Net Assets

$13,182,590

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$719	0.1%
Dividends	$495,192	74.4%
Sales of Assets	$116,456	17.5%
Other Income	$53,364	8.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$974,513	83.9%
Compensation of Officers*	$60,100	5.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$13,188,899
Total Liabilities	$6,309
Net Assets	$13,182,590

Compensation

Key Employees and Officers	Compensation	Other
Peter C Stein (Co Trustee)	$26,700	$0
Eric C Stein (Co Trustee)	$26,700	$0
Emily C Sharko (Co Trustee)	$6,700	$0
Kenneth L Stein (Manager)	$0	$0
Nancy C Stein (Manager)	$0	$0

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990-PF

Filed on Nov. 12, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2022

Revenue

$1,235,565

Expenses

$1,336,984

Net Income

-$101,419

Net Assets

$13,678,840

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$339	0.0%
Dividends	$569,842	46.1%
Sales of Assets	$627,883	50.8%
Other Income	$37,501	3.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,136,711	85.0%
Compensation of Officers*	$94,473	7.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$13,684,369
Total Liabilities	$5,529
Net Assets	$13,678,840

Compensation

Key Employees and Officers	Compensation	Other
Emily C Sharko (Co Trustee)	$31,491	$0
Peter C Stein (Co Trustee)	$31,491	$0
Eric C Stein (Co Trustee)	$31,491	$0
Kenneth L Stein (Manager)	$0	$0
Nancy C Stein (Manager)	$0	$0

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990-PF

Filed on Nov. 13, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2021

Revenue

$1,159,830

Expenses

$1,229,980

Net Income

-$70,150

Net Assets

$13,780,259

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$105	0.0%
Dividends	$524,739	45.2%
Sales of Assets	$384,959	33.2%
Other Income	$250,027	21.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,065,825	86.7%
Compensation of Officers*	$49,848	4.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$13,785,903
Total Liabilities	$5,644
Net Assets	$13,780,259

Compensation

Key Employees and Officers	Compensation	Other
Kenneth L Stein (Manager)	$24,924	$0
Nancy C Stein (Manager)	$24,924	$0
Emily C Sharko (Co Trustee)	$0	$0
Peter C Stein (Co Trustee)	$0	$0
Eric C Stein (Co Trustee)	$0	$0

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990-PF

Filed on Nov. 15, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2020

Revenue

$441,508

Expenses

$1,252,998

Net Income

-$811,490

Net Assets

$13,850,409

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$241	0.1%
Dividends	$415,164	94.0%
Sales of Assets	$11,953	2.7%
Other Income	$14,150	3.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,056,674	84.3%
Compensation of Officers*	$56,270	4.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$13,856,597
Total Liabilities	$6,188
Net Assets	$13,850,409

Compensation

Key Employees and Officers	Compensation	Other
Kenneth L Stein (Trustee)	$28,135	$0
Nancy C Stein (Trustee)	$28,135	$0

990-PF

Filed on Nov. 1, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2019

Revenue

$1,174,181

Expenses

$1,028,291

Net Income

$145,890

Net Assets

$14,661,899

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,144	0.2%
Dividends	$476,279	40.6%
Sales of Assets	$671,860	57.2%
Other Income	$23,898	2.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$895,423	87.1%
Compensation of Officers*	$59,438	5.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$14,667,144
Total Liabilities	$5,245
Net Assets	$14,661,899

Compensation

Key Employees and Officers	Compensation	Other
Kenneth L Stein (Trustee)	$29,719	$0
Nancy C Stein (Trustee)	$29,719	$0

990-PF

Filed on Nov. 16, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2017

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2016

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2015

Revenue

$432,281

Expenses

$935,820

Net Income

-$503,539

Net Assets

$13,034,605

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$148	0.0%
Dividends	$403,491	93.3%
Sales of Assets	$28,642	6.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$881,634	94.2%
Compensation of Officers*	$52,452	5.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$13,041,497
Total Liabilities	$6,892
Net Assets	$13,034,605

Compensation

Key Employees and Officers	Compensation	Other
Kenneth L Stein (Trustee)	$26,226	$0
Nancy C Stein (Trustee)	$26,226	$0

990-PF

Filed on July 19, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

PDF (2 of 2)

Fiscal Year Ending Dec.
2014

Revenue

$630,592

Expenses

$1,048,121

Net Income

-$417,529

Net Assets

$13,538,144

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$213	0.0%
Dividends	$428,807	68.0%
Sales of Assets	$201,422	31.9%
Other Income	$150	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$978,366	93.3%
Compensation of Officers*	$57,464	5.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$13,545,516
Total Liabilities	$7,372
Net Assets	$13,538,144

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
2013

Revenue

$1,506,147

Expenses

$874,181

Net Income

$631,966

Net Assets

$13,955,673

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$238	0.0%
Dividends	$410,976	27.3%
Sales of Assets	$1,095,198	72.7%
Other Income	-$265

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$803,912	92.0%
Compensation of Officers*	$48,896	5.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$14,181,806
Total Liabilities	$226,133
Net Assets	$13,955,673

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Revenue

$1,116,823

Expenses

$932,581

Net Income

$184,242

Net Assets

$13,323,707

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$411	0.0%
Dividends	$425,935	38.1%
Sales of Assets	$668,342	59.8%
Other Income	$22,135	2.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$865,247	92.8%
Compensation of Officers*	$56,890	6.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$13,323,707
Total Liabilities	$0
Net Assets	$13,323,707

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$501,845

Expenses

$827,957

Net Income

-$326,112

Net Assets

$13,139,465

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$416	0.1%
Dividends	$391,891	78.1%
Sales of Assets	$66,194	13.2%
Other Income	$43,344	8.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$761,989	92.0%
Compensation of Officers*	$38,523	4.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$13,139,465
Total Liabilities	$0
Net Assets	$13,139,465

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Updated March 23, 2026

William & Dewey Edelman Charitable Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $396k (2024)

Expenses $1.28M (2024)

Total Assets $12.3M (2024)

Total Liabilities $5.62k (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2017

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2016

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

Revenue

$396k (2024)

Expenses

$1.28M (2024)

Total Assets

$12.3M (2024)

Total Liabilities

$5.62k (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007