William H Dunwoody Trust Uw 1513847197 & 1513847204

Valley Forge, PA
Tax-exempt since Jan. 1976
EIN: 23-1989408

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Type of Nonprofit

Designated as a 4947(a)(1) Non-exempt charitable trusts.

Revenue

$105k (2024)

Expenses

$133k (2024)

Total Assets

$1.95M (2024)

Total Liabilities

$0 (2024)

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

$104,572

Expenses

$133,414

Net Income

-$28,842

Net Assets

$1,951,688

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$72,344	69.2%
Sales of Assets	$32,228	30.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$122,500	91.8%
Compensation of Officers*	$2,500	1.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,951,688
Total Liabilities	$0
Net Assets	$1,951,688

Compensation

Key Employees and Officers	Compensation	Other
Vanguard National Trust Company (Trustee)	$2,500	$0

990-PF

Filed on May 12, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$102,634

Expenses

$131,945

Net Income

-$29,311

Net Assets

$1,980,630

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$66,471	64.8%
Sales of Assets	$36,163	35.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$122,500	92.8%
Compensation of Officers*	$2,500	1.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,980,630
Total Liabilities	$0
Net Assets	$1,980,630

Compensation

Key Employees and Officers	Compensation	Other
Vanguard National Trust Company (Trustee)	$2,500	$0

990-PF

Filed on May 9, 2024

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2022

Revenue

$42,568

Expenses

$118,113

Net Income

-$75,545

Net Assets

$2,010,555

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$53,678	> 100%
Sales of Assets	-$11,110
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$107,010	90.6%
Compensation of Officers*	$2,500	2.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,010,555
Total Liabilities	$0
Net Assets	$2,010,555

Compensation

Key Employees and Officers	Compensation	Other
Vanguard National Trust Company (Trustee)	$2,500	$0

990-PF

Filed on May 10, 2023

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$154,679

Expenses

$118,415

Net Income

$36,264

Net Assets

$2,087,481

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$58,350	37.7%
Sales of Assets	$96,329	62.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$107,010	90.4%
Compensation of Officers*	$2,500	2.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,087,481
Total Liabilities	$0
Net Assets	$2,087,481

Compensation

Key Employees and Officers	Compensation	Other
Vanguard National Trust Company (Trustee)	$2,500	$0

990-PF

Filed on May 10, 2022

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$67,276

Expenses

$115,954

Net Income

-$48,678

Net Assets

$2,051,260

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$48,625	72.3%
Sales of Assets	$18,651	27.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$107,010	92.3%
Compensation of Officers*	$2,500	2.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,051,261
Total Liabilities	$1
Net Assets	$2,051,260

Compensation

Key Employees and Officers	Compensation	Other
Vanguard National Trust Company (Trustee)	$2,500	$0

990-PF

Filed on May 7, 2021

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$70,309

Expenses

$115,196

Net Income

-$44,887

Net Assets

$2,099,674

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$60,342	85.8%
Sales of Assets	$3,425	4.9%
Other Income	$6,542	9.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$107,010	92.9%
Compensation of Officers*	$2,500	2.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,099,675
Total Liabilities	$1
Net Assets	$2,099,674

Compensation

Key Employees and Officers	Compensation	Other
Vanguard National Trust Company (Trustee)	$2,500	$0

990-PF

Filed on May 16, 2020

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$64,178

Expenses

$133,278

Net Income

-$69,100

Net Assets

$2,144,417

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$55,442	86.4%
Sales of Assets	$8,736	13.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$107,940	81.0%
Compensation of Officers*	$2,500	1.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,144,417
Total Liabilities	$0
Net Assets	$2,144,417

Compensation

Key Employees and Officers	Compensation	Other
Vanguard National Trust Company (Trustee)	$2,500	$0

990-PF

Filed on May 13, 2019

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$443,138

Expenses

$132,862

Net Income

$310,276

Net Assets

$2,213,700

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$46,284	10.4%
Sales of Assets	$369,286	83.3%
Other Income	$27,568	6.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$130,691	98.4%
Compensation of Officers*	$7,006	5.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,213,700
Total Liabilities	$0
Net Assets	$2,213,700

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank Na (Prior Trustee)	$5,207	$0
Vanguard National Trust Company (Trustee)	$1,799	$0

990-PF

Filed on May 14, 2018

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$1,073

Expenses

$147,639

Net Income

-$146,566

Net Assets

$1,902,672

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$46,701	> 100%
Sales of Assets	-$47,212
Other Income	$1,584	> 100%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$117,613	79.7%
Compensation of Officers*	$31,029	21.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,902,672
Total Liabilities	$0
Net Assets	$1,902,672

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank Na (Prior Trustee)	$31,029	$0
Vanguard National Trust Company (Trustee)	$0	$0

990-PF

Filed on May 10, 2017

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$104,229

Expenses

$294,336

Net Income

-$190,107

Net Assets

$2,050,179

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5	0.0%
Dividends	$52,060	49.9%
Sales of Assets	$50,680	48.6%
Other Income	$1,484	1.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$259,297	88.1%
Compensation of Officers*	$33,168	11.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,050,179
Total Liabilities	$0
Net Assets	$2,050,179

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank Na (Trustee)	$33,168	$0

990-PF

Filed on May 9, 2016

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$161,509

Expenses

$142,563

Net Income

$18,946

Net Assets

$2,233,575

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$8	0.0%
Dividends	$69,032	42.7%
Sales of Assets	$91,242	56.5%
Other Income	$1,227	0.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$114,343	80.2%
Compensation of Officers*	$35,331	24.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,233,575
Total Liabilities	$0
Net Assets	$2,233,575

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank Na (Trustee)	$35,331	$0

990-PF

Filed on May 12, 2015

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$111,029

Expenses

$186,761

Net Income

-$75,732

Net Assets

$2,224,677

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5	0.0%
Dividends	$61,570	55.5%
Sales of Assets	$49,454	44.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$161,103	86.3%
Compensation of Officers*	$31,859	17.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,224,677
Total Liabilities	$0
Net Assets	$2,224,677

Compensation

Key Employees and Officers	Compensation	Other
Wells Fargo Bank Na (Trustee)	$31,859	$0

990-PF

Filed on May 10, 2014

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$95,973

Expenses

$145,290

Net Income

-$49,317

Net Assets

$2,298,604

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$6	0.0%
Dividends	$64,020	66.7%
Sales of Assets	$31,947	33.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$125,043	86.1%
Compensation of Officers*	$25,170	17.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,298,605
Total Liabilities	$1
Net Assets	$2,298,604

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

-$10,708

Expenses

$141,957

Net Income

-$152,665

Net Assets

$2,347,019

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$17
Dividends	$88,308
Sales of Assets	$0
Other Income	$124

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$124,385	87.6%
Compensation of Officers*	$21,030	14.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,347,019
Total Liabilities	$0
Net Assets	$2,347,019

990-PF

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

PDF

Fiscal Year Ending Dec.
2010

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.
2009

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.
2008

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.
2007

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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2006

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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2005

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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2004

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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2002

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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

What Is This Data?

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

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

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Updated March 23, 2026

William H Dunwoody Trust Uw 1513847197 & 1513847204

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $105k (2024)

Expenses $133k (2024)

Total Assets $1.95M (2024)

Total Liabilities $0 (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

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

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

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

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

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$105k (2024)

Expenses

$133k (2024)

Total Assets

$1.95M (2024)

Total Liabilities

$0 (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

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2002