Edward Dayton Family Fund

Minneapolis, MN
Tax-exempt since July 2003
EIN: 52-2390636

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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

$207k (2023)

Expenses

$1.41M (2023)

Total Assets

$3.72M (2023)

Total Liabilities

$860k (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

Revenue

$207,294

Expenses

$1,413,549

Net Income

-$1,206,255

Net Assets

$2,856,214

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$17,198	8.3%
Dividends	$46,247	22.3%
Sales of Assets	$40,467	19.5%
Other Income	$103,382	49.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,368,030	96.8%
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	$3,716,214
Total Liabilities	$860,000
Net Assets	$2,856,214

Compensation

Key Employees and Officers	Compensation	Other
Edward N Dayton (President)	$0	$0
Sherry Ann Dayton (Sec/Treas)	$0	$0
Leslie M Kuehn Co Okabena Company (Asst Sec/Asst Treas)	$0	$0
Risa Boegel (Director)	$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 ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$108,616

Expenses

$163,871

Net Income

-$55,255

Net Assets

$4,062,613

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$14,649	13.5%
Dividends	$43,600	40.1%
Sales of Assets	-$69,338
Other Income	$119,705	> 100%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$105,120	64.1%
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	$4,062,613
Total Liabilities	$0
Net Assets	$4,062,613

Compensation

Key Employees and Officers	Compensation	Other
Edward N Dayton (President)	$0	$0
Sherry Ann Dayton (Sec/Treas)	$0	$0
Leslie M Kuehn Co Okabena Company (Asst Sec/Asst Treas)	$0	$0
Risa Boegel (Director)	$0	$0

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990-PF

Filed on Nov. 14, 2023

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$505,989

Expenses

$513,285

Net Income

-$7,296

Net Assets

$4,118,111

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$6,353	1.3%
Dividends	$48,152	9.5%
Sales of Assets	$219,542	43.4%
Other Income	$231,942	45.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$454,290	88.5%
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	$4,238,111
Total Liabilities	$120,000
Net Assets	$4,118,111

Compensation

Key Employees and Officers	Compensation	Other
Edward N Dayton (President)	$0	$0
Sherry Ann Dayton (Sec/Treas)	$0	$0
Leslie M Kuehn Co Okabena Company (Asst Sec/Asst Treas)	$0	$0
Risa Boegel (Director)	$0	$0

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990-PF

Filed on Nov. 3, 2022

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$370,974

Expenses

$170,858

Net Income

$200,116

Net Assets

$4,125,609

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$14,313	3.9%
Dividends	$34,457	9.3%
Sales of Assets	$74,302	20.0%
Other Income	$247,902	66.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$113,595	66.5%
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	$4,125,610
Total Liabilities	$1
Net Assets	$4,125,609

Compensation

Key Employees and Officers	Compensation	Other
Edward N Dayton (President)	$0	$0
Sherry Ann Dayton (Sec/Treas)	$0	$0
James M Karges Co Okabena Company (Asst Sec/Asst Treas)	$0	$0
Risa Boegel (Director)	$0	$0

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990-PF

Filed on Nov. 12, 2021

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2019

Revenue

$338,666

Expenses

$154,311

Net Income

$184,355

Net Assets

$3,925,494

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$24,092	7.1%
Dividends	$36,518	10.8%
Sales of Assets	$109,601	32.4%
Other Income	$168,455	49.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$93,755	60.8%
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	$3,925,495
Total Liabilities	$1
Net Assets	$3,925,494

Compensation

Key Employees and Officers	Compensation	Other
Edward N Dayton (President)	$0	$0
Sherry Ann Dayton (Sec/Treas)	$0	$0
James M Karges Co Okabena Company (Asst Sec/Asst Treas)	$0	$0
Risa Boegel (Director)	$0	$0

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990-PF

Filed on Nov. 4, 2020

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$227,934

Expenses

$147,769

Net Income

$80,165

Net Assets

$3,741,086

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$13,221	5.8%
Dividends	$40,901	17.9%
Sales of Assets	$79,085	34.7%
Other Income	$94,727	41.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$94,230	63.8%
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	$3,761,086
Total Liabilities	$20,000
Net Assets	$3,741,086

Compensation

Key Employees and Officers	Compensation	Other
Edward N Dayton (President)	$0	$0
Sherry Ann Dayton (Sec/Treas)	$0	$0
James M Karges Co Okabena Company (Asst Sec/Asst Treas)	$0	$0
Risa Boegel (Director)	$0	$0

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990-PF

Filed on Nov. 12, 2019

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$173,751

Expenses

$119,438

Net Income

$54,313

Net Assets

$3,659,778

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$9,509	5.5%
Dividends	$37,971	21.9%
Sales of Assets	-$17,995
Other Income	$144,266	83.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$66,465	55.6%
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	$3,659,778
Total Liabilities	$0
Net Assets	$3,659,778

Compensation

Key Employees and Officers	Compensation	Other
Edward N Dayton (President)	$0	$0
Sherry Ann Dayton (Sec/Treas)	$0	$0
James M Karges Co Okabena Company (Asst Sec/Asst Treas)	$0	$0
Risa Boegel (Director)	$0	$0

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990-PF

Filed on Nov. 14, 2018

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$96,460

Expenses

$135,706

Net Income

-$39,246

Net Assets

$3,605,561

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$10,385	10.8%
Dividends	$34,067	35.3%
Sales of Assets	$22,034	22.8%
Other Income	$29,974	31.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$66,000	48.6%
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	$3,605,561
Total Liabilities	$0
Net Assets	$3,605,561

Compensation

Key Employees and Officers	Compensation	Other
Edward N Dayton (President)	$0	$0
Sherry Ann Dayton (Sec/Treas)	$0	$0
James M Karges Co Okabena Company (Asst Sec/Asst Treas)	$0	$0
Risa Boegel (Director)	$0	$0

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990-PF

Filed on Nov. 15, 2017

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$1,199,202

Expenses

$149,402

Net Income

$1,049,800

Net Assets

$3,644,817

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$652,800	54.4%
Interest Revenue	$4,908	0.4%
Dividends	$31,052	2.6%
Sales of Assets	$414,302	34.5%
Other Income	$96,140	8.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$110,305	73.8%
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	$3,644,817
Total Liabilities	$0
Net Assets	$3,644,817

Compensation

Key Employees and Officers	Compensation	Other
Edward N Dayton (President)	$0	$0
Sherry Ann Dayton (Sec/Treas)	$0	$0
James M Karges Co Okabena Company (Asst Sec/Asst Treas)	$0	$0
Risa Boegel (Director)	$0	$0

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990-PF

Filed on Nov. 11, 2016

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$847,294

Expenses

$84,236

Net Income

$763,058

Net Assets

$3,077,878

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$702,500	82.9%
Interest Revenue	$1,771	0.2%
Dividends	$28,095	3.3%
Sales of Assets	$94,196	11.1%
Other Income	$20,732	2.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$47,305	56.2%
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	$3,077,878
Total Liabilities	$0
Net Assets	$3,077,878

Compensation

Key Employees and Officers	Compensation	Other
Edward N Dayton (President)	$0	$0
Sherry Ann Dayton (Sec/Treas)	$0	$0
James M Karges Co Okabena Company (Asst Sec/Asst Treas)	$0	$0
Risa Boegel (Director)	$0	$0

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990-PF

Filed on Nov. 9, 2015

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$837,161

Expenses

$525,336

Net Income

$311,825

Net Assets

$2,314,795

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$700,000	83.6%
Interest Revenue	$1,617	0.2%
Dividends	$17,691	2.1%
Sales of Assets	$80,858	9.7%
Other Income	$36,995	4.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$499,365	95.1%
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	$2,314,795
Total Liabilities	$0
Net Assets	$2,314,795

Compensation

Key Employees and Officers	Compensation	Other
Edward N Dayton (President)	$0	$0
Sherry Ann Dayton (Sec/Treas)	$0	$0
James M Karges Co Okabena Company (Asst Sec/Asst Treas)	$0	$0
Risa Boegel (Director)	$0	$0

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990-PF

Filed on Nov. 14, 2014

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$73,416

Expenses

$598,853

Net Income

-$525,437

Net Assets

$1,556,638

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$6,235	8.5%
Dividends	$26,493	36.1%
Sales of Assets	$20,450	27.9%
Other Income	$20,238	27.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$568,720	95.0%
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	$1,556,639
Total Liabilities	$1
Net Assets	$1,556,638

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$62,733

Expenses

$534,604

Net Income

-$471,871

Net Assets

$2,082,115

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$6,834	10.9%
Dividends	$24,588	39.2%
Sales of Assets	$8,758	14.0%
Other Income	$22,553	36.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$496,795	92.9%
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	$2,082,116
Total Liabilities	$1
Net Assets	$2,082,115

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.

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

PDF

Fiscal Year Ending Dec.
2003

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

PDF (2 of 2)

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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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Edward Dayton Family Fund

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $207k (2023)

Expenses $1.41M (2023)

Total Assets $3.72M (2023)

Total Liabilities $860k (2023)

Tax Filings by Year

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

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$207k (2023)

Expenses

$1.41M (2023)

Total Assets

$3.72M (2023)

Total Liabilities

$860k (2023)

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.
2003