Meredith And Whitney George Family Foundation Inc

Darien, CT
Tax-exempt since Sept. 2005
EIN: 83-0414025

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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: Human Services — Multipurpose and Other / Fund Raising and/or Fund Distribution (NTEE)

Donations to this organization are tax deductible.

Revenue

$7.79M (2024)

Expenses

$3.1M (2024)

Total Assets

$48.1M (2024)

Total Liabilities

$0 (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 Oct.
2024

Revenue

$7,793,736

Expenses

$3,096,498

Net Income

$4,697,238

Net Assets

$48,060,972

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,980,982	25.4%
Interest Revenue	$99,729	1.3%
Dividends	$1,969,785	25.3%
Sales of Assets	$3,743,240	48.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,767,269	89.4%
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	$48,060,972
Total Liabilities	$0
Net Assets	$48,060,972

Compensation

Key Employees and Officers	Compensation	Other
W Whitney George (Chairman/Secy)	$0	$0
Meredith M George (Pres/Treas)	$0	$0

990-PF

Filed on March 13, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Oct.
2023

Revenue

$3,983,111

Expenses

$3,510,655

Net Income

$472,456

Net Assets

$43,063,424

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,005,273	50.3%
Interest Revenue	$240,720	6.0%
Dividends	$1,458,928	36.6%
Sales of Assets	$278,190	7.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,078,586	87.7%
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	$43,063,424
Total Liabilities	$0
Net Assets	$43,063,424

Compensation

Key Employees and Officers	Compensation	Other
W Whitney George (Chairman/Secy)	$0	$0
Meredith M George (Pres/Treas)	$0	$0

990-PF

Filed on March 8, 2024

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Oct.
2022

Revenue

$5,882,400

Expenses

$2,786,510

Net Income

$3,095,890

Net Assets

$42,895,388

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$3,063,103	52.1%
Interest Revenue	$29,315	0.5%
Dividends	$1,962,842	33.4%
Sales of Assets	$827,140	14.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,438,861	87.5%
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	$42,895,388
Total Liabilities	$0
Net Assets	$42,895,388

Compensation

Key Employees and Officers	Compensation	Other
W Whitney George (Chairman/Secy)	$0	$0
Meredith M George (Pres/Treas)	$0	$0

990-PF

Filed on March 9, 2023

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Oct.
2021

Revenue

$6,998,135

Expenses

$3,075,351

Net Income

$3,922,784

Net Assets

$41,335,405

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$384,015	5.5%
Interest Revenue	$659	0.0%
Dividends	$1,496,015	21.4%
Sales of Assets	$5,117,446	73.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,696,588	87.7%
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	$41,335,405
Total Liabilities	$0
Net Assets	$41,335,405

Compensation

Key Employees and Officers	Compensation	Other
W Whitney George (Chairman/Secy)	$0	$0
Meredith M George (Pres/Treas)	$0	$0

990-PF

Filed on March 16, 2022

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Oct.
2020

Revenue

$3,656,158

Expenses

$2,325,221

Net Income

$1,330,937

Net Assets

$36,370,268

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,919	0.1%
Dividends	$1,236,665	33.8%
Sales of Assets	$2,417,574	66.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,022,299	87.0%
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	$36,370,269
Total Liabilities	$1
Net Assets	$36,370,268

Compensation

Key Employees and Officers	Compensation	Other
W Whitney George (Chairman/Secy)	$0	$0
Meredith M George (Pres/Treas)	$0	$0

990-PF

Filed on March 25, 2021

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Oct.
2019

Revenue

$1,059,531

Expenses

$2,297,986

Net Income

-$1,238,455

Net Assets

$34,427,721

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$14,591	1.4%
Dividends	$767,285	72.4%
Sales of Assets	$277,655	26.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,970,041	85.7%
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	$34,427,721
Total Liabilities	$0
Net Assets	$34,427,721

990-PF

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

PDF

Fiscal Year Ending Oct.
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 Oct.
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 Oct.
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 Oct.
2015

Revenue

$6,061,803

Expenses

$2,318,331

Net Income

$3,743,472

Net Assets

$29,347,613

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$3,435,250	56.7%
Interest Revenue	$45,861	0.8%
Dividends	$916,990	15.1%
Sales of Assets	$1,663,702	27.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,187,490	94.4%
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	$29,347,613
Total Liabilities	$0
Net Assets	$29,347,613

990-PF

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

PDF

Fiscal Year Ending Oct.
2014

Revenue

$3,063,707

Expenses

$2,196,024

Net Income

$867,683

Net Assets

$27,656,558

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,311,800	75.5%
Interest Revenue	$45,785	1.5%
Dividends	$808,562	26.4%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,090,570	95.2%
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	$27,656,558
Total Liabilities	$0
Net Assets	$27,656,558

990-PF

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

PDF

Fiscal Year Ending Oct.
2013

Revenue

$6,458,389

Expenses

$1,919,879

Net Income

$4,538,510

Net Assets

$28,162,968

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$5,026,564	77.8%
Interest Revenue	$46,686	0.7%
Dividends	$817,690	12.7%
Sales of Assets	$567,449	8.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,831,341	95.4%
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	$28,162,968
Total Liabilities	$0
Net Assets	$28,162,968

990-PF

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

PDF

Fiscal Year Ending Oct.
2012

Revenue

$4,615,522

Expenses

$1,655,509

Net Income

$2,960,013

Net Assets

$25,083,013

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$4,000,000	86.7%
Interest Revenue	$51,801	1.1%
Dividends	$563,721	12.2%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,565,516	94.6%
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	$25,083,013
Total Liabilities	$0
Net Assets	$25,083,013

990-PF

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

PDF

Fiscal Year Ending Oct.
2011

Revenue

$4,793,746

Expenses

$1,341,576

Net Income

$3,452,170

Net Assets

$22,100,500

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$4,021,000	83.9%
Interest Revenue	$58,233	1.2%
Dividends	$378,885	7.9%
Sales of Assets	$335,628	7.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,275,911	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	$22,100,500
Total Liabilities	$0
Net Assets	$22,100,500

990-PF

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

PDF

Fiscal Year Ending Oct.
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 Oct.
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 Oct.
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 Oct.
2007

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 Oct.
2006

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 Oct.
2005

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

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.

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Updated September 25, 2025

Meredith And Whitney George Family Foundation Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $7.79M (2024)

Expenses $3.1M (2024)

Total Assets $48.1M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Oct. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Oct. 2018

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Oct. 2017

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Oct. 2016

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Oct. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Oct. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Oct. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Oct. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Oct. 2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

Revenue

$7.79M (2024)

Expenses

$3.1M (2024)

Total Assets

$48.1M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Oct.
2024

Fiscal Year Ending Oct.
2023

Fiscal Year Ending Oct.
2022

Fiscal Year Ending Oct.
2021

Fiscal Year Ending Oct.
2020

Fiscal Year Ending Oct.
2019

Fiscal Year Ending Oct.
2018

Fiscal Year Ending Oct.
2017

Fiscal Year Ending Oct.
2016

Fiscal Year Ending Oct.
2015

Fiscal Year Ending Oct.
2014

Fiscal Year Ending Oct.
2013

Fiscal Year Ending Oct.
2012

Fiscal Year Ending Oct.
2011

Fiscal Year Ending Oct.
2010

Fiscal Year Ending Oct.
2009

Fiscal Year Ending Oct.
2008

Fiscal Year Ending Oct.
2007

Fiscal Year Ending Oct.
2006

Fiscal Year Ending Oct.
2005