Andree D Vail Trust

La Jolla, CA
EIN: 87-6272874

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Type of Nonprofit

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

Revenue

$151k (2024)

Expenses

$170k (2024)

Total Assets

$1.61M (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 Dec.
2024

Revenue

$150,695

Expenses

$169,651

Net Income

-$18,956

Net Assets

$1,614,277

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$107	0.1%
Dividends	$59,029	39.2%
Sales of Assets	$91,559	60.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$118,003	69.6%
Compensation of Officers*	$27,259	16.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,614,277
Total Liabilities	$0
Net Assets	$1,614,277

Compensation

Key Employees and Officers	Compensation	Other
Meredith L Brown (Successor Trustee)	$27,259	$0

990-PF

Filed on May 5, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$106,653

Expenses

$168,987

Net Income

-$62,334

Net Assets

$1,633,233

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$117	0.1%
Dividends	$55,936	52.4%
Sales of Assets	$50,600	47.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$123,054	72.8%
Compensation of Officers*	$23,785	14.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,633,233
Total Liabilities	$0
Net Assets	$1,633,233

Compensation

Key Employees and Officers	Compensation	Other
Meredith L Brown (Successor Trustee)	$23,785	$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 Dec.
2022

Revenue

$20,613

Expenses

$185,198

Net Income

-$164,585

Net Assets

$1,695,567

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$37	0.2%
Dividends	$48,378	> 100%
Sales of Assets	-$27,802
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$136,563	73.7%
Compensation of Officers*	$25,387	13.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,695,567
Total Liabilities	$0
Net Assets	$1,695,567

Compensation

Key Employees and Officers	Compensation	Other
Meredith L Brown (Successor Trustee)	$25,387	$0

990-PF

Filed on April 3, 2023

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2021

Revenue

$149,055

Expenses

$166,801

Net Income

-$17,746

Net Assets

$1,860,152

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3	0.0%
Dividends	$57,273	38.4%
Sales of Assets	$91,779	61.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$114,839	68.8%
Compensation of Officers*	$27,563	16.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,860,903
Total Liabilities	$751
Net Assets	$1,860,152

Compensation

Key Employees and Officers	Compensation	Other
Meredith L Brown (Successor Trustee)	$27,563	$0

990-PF

Filed on March 8, 2022

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2020

Revenue

-$134,927

Expenses

$163,183

Net Income

-$298,110

Net Assets

$1,877,897

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$8
Dividends	$44,353
Sales of Assets	$0
Other Income	$900

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$119,275	73.1%
Compensation of Officers*	$22,750	13.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,877,898
Total Liabilities	$1
Net Assets	$1,877,897

Compensation

Key Employees and Officers	Compensation	Other
John W Brown Dec'd (Trustee)	$16,758	$0
Meredith L Brown (Successor Trustee)	$5,992	$0

990-PF

Filed on May 12, 2021

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

-$1,916

Expenses

$172,010

Net Income

-$173,926

Net Assets

$2,176,007

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,814
Dividends	$63,985
Sales of Assets	$0
Other Income	$100

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$127,490	74.1%
Compensation of Officers*	$23,497	13.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,176,008
Total Liabilities	$1
Net Assets	$2,176,007

Compensation

Key Employees and Officers	Compensation	Other
John W Brown (Trustee)	$23,497	$0

990-PF

Filed on March 6, 2020

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$190,301

Expenses

$175,442

Net Income

$14,859

Net Assets

$2,349,899

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4,576	2.4%
Dividends	$43,972	23.1%
Sales of Assets	$141,753	74.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$115,023	65.6%
Compensation of Officers*	$20,232	11.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,349,899
Total Liabilities	$0
Net Assets	$2,349,899

Compensation

Key Employees and Officers	Compensation	Other
John W Brown (Trustee)	$20,232	$0

990-PF

Filed on May 15, 2019

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$487,271

Expenses

$158,078

Net Income

$329,193

Net Assets

$2,335,040

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4,578	0.9%
Dividends	$43,428	8.9%
Sales of Assets	$436,857	89.7%
Other Income	$2,408	0.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$104,569	66.2%
Compensation of Officers*	$25,694	16.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,335,040
Total Liabilities	$0
Net Assets	$2,335,040

Compensation

Key Employees and Officers	Compensation	Other
John W Brown (Trustee)	$25,694	$0

990-PF

Filed on May 31, 2018

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
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 Dec.
2015

Revenue

$154,530

Expenses

$168,112

Net Income

-$13,582

Net Assets

$2,112,155

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4,785	3.1%
Dividends	$41,396	26.8%
Sales of Assets	$102,470	66.3%
Other Income	$5,882	3.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$122,707	73.0%
Compensation of Officers*	$18,037	10.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,112,155
Total Liabilities	$0
Net Assets	$2,112,155

990-PF

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

PDF

Fiscal Year Ending Dec.
2014

Revenue

$161,568

Expenses

$165,333

Net Income

-$3,765

Net Assets

$2,125,737

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4,781	3.0%
Dividends	$42,429	26.3%
Sales of Assets	$105,426	65.3%
Other Income	$8,932	5.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$110,277	66.7%
Compensation of Officers*	$31,387	19.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,125,737
Total Liabilities	$0
Net Assets	$2,125,737

990-PF

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

PDF

Fiscal Year Ending Dec.
2013

Revenue

$72,923

Expenses

$148,543

Net Income

-$75,620

Net Assets

$2,129,502

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$6,781	9.3%
Dividends	$32,026	43.9%
Sales of Assets	$31,145	42.7%
Other Income	$2,971	4.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$110,688	74.5%
Compensation of Officers*	$17,376	11.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,129,502
Total Liabilities	$0
Net Assets	$2,129,502

990-PF

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

PDF

Fiscal Year Ending Dec.
2012

Revenue

$12,277

Expenses

$161,026

Net Income

-$148,749

Net Assets

$2,205,122

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$17,782	> 100%
Dividends	$17,563	> 100%
Sales of Assets	$0
Other Income	$1,125	9.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$119,718	74.3%
Compensation of Officers*	$29,436	18.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,205,122
Total Liabilities	$0
Net Assets	$2,205,122

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

-$3,885

Expenses

$163,449

Net Income

-$167,334

Net Assets

$2,353,871

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$37,022
Dividends	$17,094
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	$2,353,871
Total Liabilities	$0
Net Assets	$2,353,871

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

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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Updated March 23, 2026

Andree D Vail Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $151k (2024)

Expenses $170k (2024)

Total Assets $1.61M (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

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

Revenue

$151k (2024)

Expenses

$170k (2024)

Total Assets

$1.61M (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