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David Dana Foundation 849 74 C37

Organization summary

Type of Nonprofit

Designated as a 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 / Unknown (T00Z) (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$23k (2023)

Expenses
$10.1k (2023)

Total Assets
$829k (2023)

Total Liabilities
$0 (2023)

Source: Form 990 tax filings from 2011 to 2023

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.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$23,020
Expenses
$10,080
Net Income
$12,940
Net Assets
$828,575
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $603
2.6%
Dividends $22,417
97.4%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $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 $828,575
Total Liabilities $0
Net Assets $828,575
Compensation
Key Employees and Officers Compensation Other
Elaine M Dana (Director) $0 $0
Richard G Lavalley Jr (Director/Secretary) $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$25,167
Expenses
$11,292
Net Income
$13,875
Net Assets
$736,941
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $111
0.4%
Dividends $24,840
98.7%
Sales of Assets $0
Other Income $216
0.9%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $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 $736,941
Total Liabilities $0
Net Assets $736,941
Compensation
Key Employees and Officers Compensation Other
Elaine M Dana (Director) $0 $0
Richard G Lavalley Jr (Director/Secretary) $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$33,007
Expenses
$55,220
Net Income
-$22,213
Net Assets
$901,446
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $4
0.0%
Dividends $26,470
80.2%
Sales of Assets $0
Other Income $6,533
19.8%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $50,000
90.5%
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 $901,446
Total Liabilities $0
Net Assets $901,446
Compensation
Key Employees and Officers Compensation Other
Elaine M Dana (Director) $0 $0
Richard G Lavalley Jr (Director/Secretary) $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$15,580
Expenses
$59,335
Net Income
-$43,755
Net Assets
$841,455
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $68
0.4%
Dividends $14,579
93.6%
Sales of Assets $0
Other Income $933
6.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $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 $841,455
Total Liabilities $0
Net Assets $841,455
Compensation
Key Employees and Officers Compensation Other
Elaine M Dana (Director) $0 $0
Richard G Lavalley Jr (Director/Secretary) $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$21,807
Expenses
$55,039
Net Income
-$33,232
Net Assets
$778,129
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $300
1.4%
Dividends $21,507
98.6%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $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 $778,130
Total Liabilities $1
Net Assets $778,129
Compensation
Key Employees and Officers Compensation Other
Elaine M Dana (Director) $0 $0
Richard G Lavalley Jr (Director/Secretary) $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$35,334
Expenses
$108,406
Net Income
-$73,072
Net Assets
$868,035
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $190
0.5%
Dividends $33,085
93.6%
Sales of Assets $0
Other Income $2,059
5.8%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $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 $868,035
Total Liabilities $0
Net Assets $868,035
Compensation
Key Employees and Officers Compensation Other
Elaine M Dana (Director) $0 $0
Richard G Lavalley Jr (Director/Secretary) $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$32,627
Expenses
$1,492
Net Income
$31,135
Net Assets
$834,483
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $87
0.3%
Dividends $32,540
99.7%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $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 $834,483
Total Liabilities $0
Net Assets $834,483
Compensation
Key Employees and Officers Compensation Other
Elaine M Dana (Director) $0 $0
Richard G Lavalley Jr (Director/Secretary) $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$38,624
Expenses
$3,396
Net Income
$35,228
Net Assets
$877,609
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $18
0.0%
Dividends $38,606
100.0%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $2,500
73.6%
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 $877,609
Total Liabilities $0
Net Assets $877,609
Compensation
Key Employees and Officers Compensation Other
Elaine M Dana (Director) $0 $0
Richard G Lavalley Jr (Director/Secretary) $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$47,026
Expenses
$1,753
Net Income
$45,273
Net Assets
$817,550
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $1,753
3.7%
Interest Revenue $5
0.0%
Dividends $45,268
96.3%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $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 $817,550
Total Liabilities $0
Net Assets $817,550
Compensation
Key Employees and Officers Compensation Other
David S Dana (President) $0 $0
Elaine M Dana (Director) $0 $0
Richard G Lavalley Jr (Secretary) $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$112,341
Expenses
$89,753
Net Income
$22,588
Net Assets
$772,142
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $66,753
59.4%
Interest Revenue $0
Dividends $45,588
40.6%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $88,000
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 $772,142
Total Liabilities $0
Net Assets $772,142
Compensation
Key Employees and Officers Compensation Other
David S Dana (President) $0 $0
Elaine M Dana (Director) $0 $0
Richard G Lavalley Jr (Secretary) $0 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$71,586
Expenses
$79,253
Net Income
-$7,667
Net Assets
$749,554
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $21,753
30.4%
Interest Revenue $0
Dividends $49,833
69.6%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $77,500
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 $749,554
Total Liabilities $0
Net Assets $749,554

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$52,372
Expenses
$51,778
Net Income
$594
Net Assets
$740,394
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $1,778
3.4%
Interest Revenue $0
Dividends $50,594
96.6%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $50,000
96.6%
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 $740,394
Total Liabilities $0
Net Assets $740,394

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$66,994
Expenses
$52,553
Net Income
$14,441
Net Assets
$819,650
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $11,553
17.2%
Interest Revenue $0
Dividends $49,421
73.8%
Sales of Assets $0
Other Income $6,020
9.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $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 $819,650
Total Liabilities $0
Net Assets $819,650

Document Links

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Dec.
2003

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Dec.
2002

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Dec.
2001

No Extracted Financial Data

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

Document Links

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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.

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