Dortone Esser Foundation Tr

Esser Stephen & Dortone Dana Fid

Bryn Mawr, PA
Tax-exempt since July 2004
EIN: 25-6851025

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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 Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$632k (2024)

Expenses

$404k (2024)

Total Assets

$5.97M (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

$631,722

Expenses

$403,612

Net Income

$228,110

Net Assets

$5,967,097

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$400,000	63.3%
Interest Revenue	$75	0.0%
Dividends	$231,647	36.7%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$398,915	98.8%
Compensation of Officers*	$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	$5,967,097
Total Liabilities	$0
Net Assets	$5,967,097

Compensation

Key Employees and Officers	Compensation	Other
Stephen F Esser (Trustee/Part Time)	$0	$0
Dana L Dortone (Trustee/Part Time)	$0	$0

990-PF

Filed on April 29, 2025

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

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Schedules ▼

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Fiscal Year Ending Dec.
2023

Revenue

$572,787

Expenses

$354,553

Net Income

$218,234

Net Assets

$5,738,987

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$350,000	61.1%
Interest Revenue	$137	0.0%
Dividends	$222,650	38.9%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$353,777	99.8%
Compensation of Officers*	$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	$5,738,987
Total Liabilities	$0
Net Assets	$5,738,987

Compensation

Key Employees and Officers	Compensation	Other
Stephen F Esser (Trustee/Part Time)	$0	$0
Dana L Dortone (Trustee/Part Time)	$0	$0

990-PF

Filed on May 4, 2024

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2022

Revenue

$378,928

Expenses

$187,031

Net Income

$191,897

Net Assets

$5,520,753

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$285,000	75.2%
Interest Revenue	$1,692	0.4%
Dividends	$89,115	23.5%
Sales of Assets	$3,121	0.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$187,031	100%
Compensation of Officers*	$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	$5,520,753
Total Liabilities	$0
Net Assets	$5,520,753

Compensation

Key Employees and Officers	Compensation	Other
Stephen F Esser (Trustee/Part Time)	$0	$0
Dana L Dortone (Trustee/Part Time)	$0	$0

990-PF

Filed on May 10, 2023

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

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Fiscal Year Ending Dec.
2021

Revenue

$4,651,667

Expenses

$103,180

Net Income

$4,548,487

Net Assets

$5,366,719

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$4,619,161	99.3%
Interest Revenue	$61	0.0%
Dividends	$32,097	0.7%
Sales of Assets	$348	0.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$103,155	100.0%
Compensation of Officers*	$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	$5,366,719
Total Liabilities	$0
Net Assets	$5,366,719

Compensation

Key Employees and Officers	Compensation	Other
Stephen F Esser (Trustee/Part Time)	$0	$0
Dana L Dortone (Trustee/Part Time)	$0	$0

990-PF

Filed on May 10, 2022

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

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XML

Fiscal Year Ending Dec.
2020

Revenue

$159,401

Expenses

$118,231

Net Income

$41,170

Net Assets

$831,807

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$125,052	78.5%
Interest Revenue	$180	0.1%
Dividends	$30,246	19.0%
Sales of Assets	$3,923	2.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$113,364	95.9%
Compensation of Officers*	$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	$831,808
Total Liabilities	$1
Net Assets	$831,807

Compensation

Key Employees and Officers	Compensation	Other
Stephen F Esser (Trustee/Part Time)	$0	$0
Dana L Dortone (Trustee/Part Time)	$0	$0

990-PF

Filed on May 4, 2021

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

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Fiscal Year Ending Dec.
2019

Revenue

$250,984

Expenses

$100,988

Net Income

$149,996

Net Assets

$790,637

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$100,000	39.8%
Interest Revenue	$1,646	0.7%
Dividends	$16,967	6.8%
Sales of Assets	$132,371	52.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$99,011	98.0%
Compensation of Officers*	$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	$790,638
Total Liabilities	$1
Net Assets	$790,637

Compensation

Key Employees and Officers	Compensation	Other
Stephen F Esser (Trustee/Part Time)	$0	$0
Dana L Dortone (Trustee/Part Time)	$0	$0

990-PF

Filed on April 28, 2020

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

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Fiscal Year Ending Dec.
2018

Revenue

$221,479

Expenses

$96,996

Net Income

$124,483

Net Assets

$677,477

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$100,000	45.2%
Interest Revenue	$1,639	0.7%
Dividends	$13,011	5.9%
Sales of Assets	$106,829	48.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$96,920	99.9%
Compensation of Officers*	$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	$677,477
Total Liabilities	$0
Net Assets	$677,477

Compensation

Key Employees and Officers	Compensation	Other
Stephen F Esser (Trustee/Part Time)	$0	$0
Dana L Dortone (Trustee/Part Time)	$0	$0

990-PF

Filed on May 10, 2019

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

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Fiscal Year Ending Dec.
2017

Revenue

$72,463

Expenses

$101,247

Net Income

-$28,784

Net Assets

$552,994

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$55,000	75.9%
Interest Revenue	$245	0.3%
Dividends	$11,845	16.3%
Sales of Assets	$5,373	7.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$101,207	100.0%
Compensation of Officers*	$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	$552,994
Total Liabilities	$0
Net Assets	$552,994

Compensation

Key Employees and Officers	Compensation	Other
Stephen F Esser (Trustee/Part Time)	$0	$0
Dana L Dortone (Trustee/Part Time)	$0	$0

990-PF

Filed on May 10, 2018

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

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Fiscal Year Ending Dec.
2016

Revenue

$72,049

Expenses

$94,583

Net Income

-$22,534

Net Assets

$581,778

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$60,000	83.3%
Interest Revenue	$0
Dividends	$11,035	15.3%
Sales of Assets	$92	0.1%
Other Income	$922	1.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$94,506	99.9%
Compensation of Officers*	$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	$581,778
Total Liabilities	$0
Net Assets	$581,778

Compensation

Key Employees and Officers	Compensation	Other
Stephen F Esser (Trustee/Part Time)	$0	$0
Dana L Dortone (Trustee/Part Time)	$0	$0

990-PF

Filed on May 11, 2017

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

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Fiscal Year Ending Dec.
2015

Revenue

$58,894

Expenses

$88,074

Net Income

-$29,180

Net Assets

$604,312

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$50,000	84.9%
Interest Revenue	$0
Dividends	$11,356	19.3%
Sales of Assets	-$2,462
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$86,124	97.8%
Compensation of Officers*	$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	$604,312
Total Liabilities	$0
Net Assets	$604,312

Compensation

Key Employees and Officers	Compensation	Other
Stephen F Esser (Trustee/Part Time)	$0	$0
Dana L Dortone (Trustee/Part Time)	$0	$0

990-PF

Filed on May 11, 2016

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

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Fiscal Year Ending Dec.
2014

Revenue

$85,159

Expenses

$84,823

Net Income

$336

Net Assets

$633,492

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$40,000	47.0%
Interest Revenue	$0
Dividends	$40,966	48.1%
Sales of Assets	$4,193	4.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$83,153	98.0%
Compensation of Officers*	$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	$633,492
Total Liabilities	$0
Net Assets	$633,492

Compensation

Key Employees and Officers	Compensation	Other
Stephen F Esser (Trustee/Part Time)	$0	$0
Dana L Dortone (Trustee/Part Time)	$0	$0

990-PF

Filed on May 12, 2015

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

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Fiscal Year Ending Dec.
2013

Revenue

$44,647

Expenses

$50,866

Net Income

-$6,219

Net Assets

$633,156

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$12,802	28.7%
Sales of Assets	$31,845	71.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$50,497	99.3%
Compensation of Officers*	$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	$633,156
Total Liabilities	$0
Net Assets	$633,156

Compensation

Key Employees and Officers	Compensation	Other
Stephen F Esser (Trustee/Part Time)	$0	$0
Dana L Dortone (Trustee/Part Time)	$0	$0

990-PF

Filed on May 8, 2014

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

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Fiscal Year Ending Dec.
2012

Revenue

$7,650

Expenses

$49,201

Net Income

-$41,551

Net Assets

$639,231

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$13,199	> 100%
Sales of Assets	$0
Other Income	$20	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$48,773	99.1%
Compensation of Officers*	$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	$639,232
Total Liabilities	$1
Net Assets	$639,231

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$1,778

Expenses

$47,886

Net Income

-$46,108

Net Assets

$680,782

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$10,079	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$47,650	99.5%
Compensation of Officers*	$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	$680,783
Total Liabilities	$1
Net Assets	$680,782

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Dortone Esser Foundation Tr

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $632k (2024)

Expenses $404k (2024)

Total Assets $5.97M (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

$632k (2024)

Expenses

$404k (2024)

Total Assets

$5.97M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

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2022

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2021

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2020

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2019

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2018

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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.
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Fiscal Year Ending Dec.
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