Skip to main content
IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 13-4156738

QUERCUS FUND INC

Tax-exempt · PALM BEACH, FL 33480

Financials

$760K$946K2023$1.7M$1.1M2024
Revenue Expenses · by fiscal year end
Financials of QUERCUS FUND INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
July 31, 2025990-PF$1,667,630$1,050,053$617,577$18,117,143$0$18,117,143
July 31, 2024990-PF$759,554$945,564-$186,010$17,514,947$0$17,514,947
Financial details: 990-PF for the year ended July 31, 2025

Revenue

Dividends
$216,550
Net gain from sales of assets
$1,430,329
Other income
$20,751

Expenses

Grants and similar amounts paid
$927,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$927,000
Excise tax on investment income
$21,663

Balance sheet and other

Total assets, start of year
$17,514,947
Total assets, end of year
$18,117,143
Total liabilities, end of year
$0
Net assets, end of year
$18,117,143
Fair market value of assets
$18,117,143
Qualifying distributions
$927,000
Net investment income
$1,667,630

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended July 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
ELISABETH C DUDLEY
C/O DUDLEY SHANLEY INC 205 WORTH, AVENUE 311, PALM BEACH, FL 33480
PRESIDENT, DIRECTOR1$0
HENRY C DUDLEY
C/O DUDLEY SHANLEY INC 205 WORTH, AVENUE 311, PALM BEACH, FL 33480
VICE PRESIDENT, TREASURER, DIRECTOR1$0
SARAH DUDLEY PLIMPTON
C/O DUDLEY SHANLEY INC 205 WORTH, AVENUE 311, PALM BEACH, FL 33480
VICE PRESIDENT, DIRECTOR1$0
JANE C DUDLEY
C/O DUDLEY SHANLEY INC 205 WORTH, AVENUE 311, PALM BEACH, FL 33480
VICE PRESIDENT, DIRECTOR1$0
FRANK E SHANLEY
C/O DUDLEY SHANLEY INC 205 WORTH, AVENUE 311, PALM BEACH, FL 33480
ASSISTANT TREASURER, DIRECTOR1$0
IRINA FAYMAN
C/O DENTONS 1221 AVENUE OF THE, AMERICAS, NEW YORK, NY 10020
ASSISTANT SECRETARY1$0
CHRISTIANE MCNAMARA
C/O DUDLEY SHANLEY INC 205 WORTH, AVENUE 311, PALM BEACH, FL 33480
ASSISTANT TREASURER, SECRETARY1$0
990-PF for the year ended July 31, 2024: 7 people
NameTitleHours / weekCompensation
ELISABETH C DUDLEY
C/O DUDLEY SHANLEY INC 205 WORTH, AVENUE 311, PALM BEACH, FL 33480
PRESIDENT, DIRECTOR1$0
HENRY C DUDLEY
C/O DUDLEY SHANLEY INC 205 WORTH, AVENUE 311, PALM BEACH, FL 33480
VICE PRESIDENT, TREASURER, DIRECTOR1$0
SARAH DUDLEY PLIMPTON
C/O DUDLEY SHANLEY INC 205 WORTH, AVENUE 311, PALM BEACH, FL 33480
VICE PRESIDENT, DIRECTOR1$0
JANE C DUDLEY
C/O DUDLEY SHANLEY INC 205 WORTH, AVENUE 311, PALM BEACH, FL 33480
VICE PRESIDENT, DIRECTOR1$0
FRANK E SHANLEY
C/O DUDLEY SHANLEY INC 205 WORTH, AVENUE 311, PALM BEACH, FL 33480
ASSISTANT TREASURER, DIRECTOR1$0
IRINA FAYMAN
C/O DENTONS 1221 AVENUE OF THE, AMERICAS, NEW YORK, NY 10020
SECRETARY1$0
CHRISTIANE MCNAMARA
C/O DUDLEY SHANLEY INC 205 WORTH, AVENUE 311, PALM BEACH, FL 33480
ASST TREASURER, ASST SECRETARY1$0

Address and contacts

Address (IRS master file)
205 WORTH AVE STE 311, PALM BEACH, FL 33480-4618
In care of
% DUDLEY & SHANLEY
Signed the 990-PF
FRANK E SHANLEY, ASSISTANT TREASURER, DIRECTOR
Phone
(561) 855-4742
Return prepared by
THE CURCHIN GROUP LLC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in July, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025July 31, 2026December 15, 2026Not due yet
2024July 31, 2025December 15, 2025990-PF on file
2023July 31, 2024December 16, 2024990-PF on file

IRS record

EIN
13-4156738
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2001
Accounting year ends
July
Files
Form 990-PF
Assets (IRS master file)
$18,117,143
Income (IRS master file)
$6,093,379

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJuly 2025$1,667,630$1,050,053$18,117,143XML
990-PFJuly 2024$759,554$945,564$17,514,947XML
990-PFJuly 2023–––IRS
990-PFJuly 2022–––IRS
990-PFJuly 2021–––IRS
990-PFJuly 2019–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 13-4156738).

Questions about QUERCUS FUND INC

What is the EIN of QUERCUS FUND INC?
The employer identification number (EIN) of QUERCUS FUND INC is 13-4156738.
Is QUERCUS FUND INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
Are donations to QUERCUS FUND INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does QUERCUS FUND INC file?
Form 990-PF. Private foundations file every year.
When is the next return of QUERCUS FUND INC due?
The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did QUERCUS FUND INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended July 2025.
Who are the officers and directors of QUERCUS FUND INC?
The 990-PF for the year ended July 31, 2025 lists 7 people; 0 received compensation from the organization.
How much revenue does QUERCUS FUND INC have?
On its 990-PF for the year ended July 31, 2025 it reported revenue of $1,667,630, expenses of $1,050,053 and total assets of $18,117,143 at year end.

Other nonprofits in PALM BEACH

All nonprofits in PALM BEACH · Florida · Philanthropy, voluntarism and grantmaking foundations