Dean Witter Foundation

San Rafael, CA
Tax-exempt since April 1954
EIN: 94-6065150

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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.

Donations to this organization are tax deductible.

Revenue

$186k (2023)

Expenses

$394k (2023)

Total Assets

$7.28M (2023)

Total Liabilities

$0 (2023)

Source: Form 990 tax filings from 2012 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 June
2023

Revenue

$185,971

Expenses

$393,593

Net Income

-$207,622

Net Assets

$7,277,592

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$40,727	21.9%
Dividends	$125,254	67.4%
Sales of Assets	$19,990	10.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$333,514	84.7%
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	$7,277,592
Total Liabilities	$0
Net Assets	$7,277,592

Compensation

Key Employees and Officers	Compensation	Other
Dean Witter Iii (Cfo/Treasurer & Director)	$0	$0
Allison Witter Frey (President)	$0	$0
Brooks Witter (Secretary & Director)	$0	$0
Malcolm G Witter (Director)	$0	$0

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990-PF

Filed on May 2, 2024

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

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Schedules ▼

PDF XML

Fiscal Year Ending June
2022

Revenue

$1,085,854

Expenses

$476,423

Net Income

$609,431

Net Assets

$7,485,214

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$20,232	1.9%
Dividends	$198,714	18.3%
Sales of Assets	$866,908	79.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$379,763	79.7%
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	$7,485,214
Total Liabilities	$0
Net Assets	$7,485,214

Compensation

Key Employees and Officers	Compensation	Other
Dean Witter Iii (Cfo/Treasurer & Director)	$0	$0
Allison Witter Frey (President)	$0	$0
Brooks Witter (Secretary & Director)	$0	$0
Malcolm G Witter (Director)	$0	$0

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990-PF

Filed on April 26, 2023

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

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Schedules ▼

XML

Fiscal Year Ending June
2021

Revenue

$1,470,039

Expenses

$326,604

Net Income

$1,143,435

Net Assets

$6,875,783

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$54,372	3.7%
Dividends	$175,102	11.9%
Sales of Assets	$1,240,565	84.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$274,606	84.1%
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	$6,875,783
Total Liabilities	$0
Net Assets	$6,875,783

Compensation

Key Employees and Officers	Compensation	Other
Dean Witter Iii (Cfo/Treasurer & Director)	$0	$0
Allison Witter Frey (President)	$0	$0
Brooks Witter (Secretary & Director)	$0	$0
Malcolm G Witter (Director)	$0	$0

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990-PF

Filed on May 6, 2022

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

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Schedules ▼

XML

Fiscal Year Ending June
2020

Revenue

$149,117

Expenses

$401,743

Net Income

-$252,626

Net Assets

$5,732,347

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$59,581	40.0%
Dividends	$80,401	53.9%
Sales of Assets	$9,135	6.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$352,675	87.8%
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	$5,732,348
Total Liabilities	$1
Net Assets	$5,732,347

Compensation

Key Employees and Officers	Compensation	Other
Dean Witter Iii (Chairman)	$0	$0
Malcolm G Witter (President)	$0	$0
Allison Witter Frey (Secretary & Trustee)	$0	$0
Brooks Witter (Trustee)	$0	$0

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990-PF

Filed on April 28, 2021

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2019

Revenue

$518,984

Expenses

$396,620

Net Income

$122,364

Net Assets

$5,984,973

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$37,366	7.2%
Dividends	$94,534	18.2%
Sales of Assets	$383,265	73.8%
Other Income	$3,819	0.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$336,030	84.7%
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	$5,984,974
Total Liabilities	$1
Net Assets	$5,984,973

Compensation

Key Employees and Officers	Compensation	Other
Dean Witter Iii (Chairman)	$0	$0
Malcolm G Witter (President)	$0	$0
Allison Witter Frey (Secretary & Trustee)	$0	$0
Brooks Witter (Trustee)	$0	$0

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990-PF

Filed on March 25, 2020

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

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Schedules ▼

PDF XML

Fiscal Year Ending June
2018

Revenue

$1,819,501

Expenses

$15,316,729

Net Income

-$13,497,228

Net Assets

$5,862,610

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$42,913	2.4%
Dividends	$379,390	20.9%
Sales of Assets	$1,397,198	76.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$15,203,037	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	$5,862,610
Total Liabilities	$0
Net Assets	$5,862,610

Compensation

Key Employees and Officers	Compensation	Other
Dean Witter Iii (Chairman)	$0	$0
Malcolm G Witter (President)	$0	$0
Allison Witter Frey (Secretary & Trustee)	$0	$0
Brooks Witter (Trustee)	$0	$0

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990-PF

Filed on May 9, 2019

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2017

Revenue

$955,612

Expenses

$1,187,974

Net Income

-$232,362

Net Assets

$17,199,442

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$25,118	2.6%
Dividends	$471,295	49.3%
Sales of Assets	$459,199	48.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,054,135	88.7%
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	$17,199,442
Total Liabilities	$0
Net Assets	$17,199,442

Compensation

Key Employees and Officers	Compensation	Other
Dean Witter Iii (Chairman)	$0	$0
Stephen Nessier (Vice President & Cfo)	$0	$0
Roland E Tognazzini Jr (Trustee)	$0	$0
Malcolm G Witter (Vice President)	$0	$0
William P Witter (Trustee)	$0	$0
Deanne Gillette Violich (President)	$0	$0
Cherie Gillette Sigward (Trustee)	$0	$0
Allison Witter Frey (Secretary & Trustee)	$0	$0
Tacy Witter Mayer (Trustee)	$0	$0

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990-PF

Filed on May 7, 2018

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2016

Revenue

$287,261

Expenses

$1,221,016

Net Income

-$933,755

Net Assets

$17,431,804

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$604	0.2%
Dividends	$407,627	> 100%
Sales of Assets	-$123,844
Other Income	$2,874	1.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,066,892	87.4%
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	$17,431,804
Total Liabilities	$0
Net Assets	$17,431,804

Compensation

Key Employees and Officers	Compensation	Other
Dean Witter Iii (President)	$0	$0
Stephen Nessier (Vice President & Cfo)	$0	$0
Roland E Tognazzini Jr (Trustee)	$0	$0
Malcolm G Witter (Trustee)	$0	$0
William P Witter (Trustee)	$0	$0
Deanne Gillette Violich (Trustee)	$0	$0
Cherie Gillette Sigward (Trustee)	$0	$0
Allison Frey (Secretary & Trustee)	$0	$0
Tacy Mayer (Trustee)	$0	$0

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990-PF

Filed on May 8, 2017

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

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Schedules ▼

PDF XML

Fiscal Year Ending June
2015

Revenue

$1,268,828

Expenses

$1,214,097

Net Income

$54,731

Net Assets

$18,365,559

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$45	0.0%
Dividends	$420,956	33.2%
Sales of Assets	$846,813	66.7%
Other Income	$1,014	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,050,607	86.5%
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	$18,365,559
Total Liabilities	$0
Net Assets	$18,365,559

Compensation

Key Employees and Officers	Compensation	Other
Dean Witter Iii (President)	$0	$0
Stephen Nessier (Vice President & Cfo)	$0	$0
Roland E Tognazzini Jr (Secretary & Trustee)	$0	$0
Malcolm G Witter (Trustee)	$0	$0
William P Witter (Trustee)	$0	$0
Deanne Gillette Violich (Trustee)	$0	$0
Cherie Gillette Sigward (Trustee)	$0	$0
Allison Frey (Trustee)	$0	$0

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990-PF

Filed on May 10, 2016

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

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending June
2014

Revenue

$905,013

Expenses

$1,134,252

Net Income

-$229,239

Net Assets

$18,310,828

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$42	0.0%
Dividends	$404,882	44.7%
Sales of Assets	$481,502	53.2%
Other Income	$18,587	2.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$987,206	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	$18,310,828
Total Liabilities	$0
Net Assets	$18,310,828

990-PF

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

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending June
2013

Revenue

$1,943,988

Expenses

$1,110,496

Net Income

$833,492

Net Assets

$18,540,067

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$212	0.0%
Dividends	$441,746	22.7%
Sales of Assets	$1,475,686	75.9%
Other Income	$26,344	1.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$947,696	85.3%
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	$18,540,067
Total Liabilities	$0
Net Assets	$18,540,067

990-PF

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

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending June
2012

Revenue

$1,398,133

Expenses

$1,093,268

Net Income

$304,865

Net Assets

$17,706,575

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$94	0.0%
Dividends	$431,511	30.9%
Sales of Assets	$894,476	64.0%
Other Income	$72,052	5.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$896,895	82.0%
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	$17,706,575
Total Liabilities	$0
Net Assets	$17,706,575

990-PF

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

PDF

990-T

Fiscal Year Ending June
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

Fiscal Year Ending June
1999

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 Nov.
1998

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.

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.

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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

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Dean Witter Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $186k (2023)

Expenses $394k (2023)

Total Assets $7.28M (2023)

Total Liabilities $0 (2023)

Tax Filings by Year

Fiscal Year Ending June 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending June 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

990-T

Fiscal Year Ending June 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

990-T

Fiscal Year Ending June 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

Revenue

$186k (2023)

Expenses

$394k (2023)

Total Assets

$7.28M (2023)

Total Liabilities

$0 (2023)

Fiscal Year Ending June
2023

Fiscal Year Ending June
2022

Fiscal Year Ending June
2021

Fiscal Year Ending June
2020

Fiscal Year Ending June
2019

Fiscal Year Ending June
2018

Fiscal Year Ending June
2017

Fiscal Year Ending June
2016

Fiscal Year Ending June
2015

Fiscal Year Ending June
2014

Fiscal Year Ending June
2013

Fiscal Year Ending June
2012

Fiscal Year Ending June
2011

Fiscal Year Ending June
2010

Fiscal Year Ending June
2009

Fiscal Year Ending June
2008

Fiscal Year Ending June
2007

Fiscal Year Ending June
2006

Fiscal Year Ending June
2005

Fiscal Year Ending June
2004

Fiscal Year Ending June
2003

Fiscal Year Ending June
2002

Fiscal Year Ending June
2001

Fiscal Year Ending June
1999

Fiscal Year Ending Nov.
1998