Nonprofit · EIN 20-5823379
HIGHSTEAD FUND INC
Tax-exempt · PALM BEACH, FL 33480
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| July 31, 2025 | 990-PF | $2,553,870 | $2,266,508 | $287,362 | $41,681,896 | $0 | $41,681,896 |
| July 31, 2024 | 990-PF | $2,274,364 | $1,916,873 | $357,491 | $39,859,239 | $0 | $39,859,239 |
Financial details: 990-PF for the year ended July 31, 2025
Revenue
- Dividends
- $511,475
- Net gain from sales of assets
- $2,017,605
- Other income
- $24,790
Expenses
- Grants and similar amounts paid
- $2,000,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $2,000,000
- Excise tax on investment income
- $32,150
Balance sheet and other
- Total assets, start of year
- $39,859,239
- Total assets, end of year
- $41,681,896
- Total liabilities, end of year
- $0
- Net assets, end of year
- $41,681,896
- Fair market value of assets
- $41,681,896
- Qualifying distributions
- $2,000,000
- Net investment income
- $2,553,870
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ELISABETH C DUDLEY C/O DUDLEY SHANLEY INC 205 WORTH, AVENUE 311, PALM BEACH, FL 33480 | DIRECTOR | 1 | $0 |
| HENRY C DUDLEY C/O DUDLEY SHANLEY INC 205 WORTH, AVENUE 311, PALM BEACH, FL 33480 | PRESIDENT, CEO, DIRECTOR | 1 | $0 |
| SARAH DUDLEY PLIMPTON C/O DUDLEY SHANLEY INC 205 WORTH, AVENUE 311, PALM BEACH, FL 33480 | DIRECTOR | 1 | $0 |
| JANE C DUDLEY C/O DUDLEY SHANLEY INC 205 WORTH, AVENUE 311, PALM BEACH, FL 33480 | DIRECTOR | 1 | $0 |
| IRINA FAYMAN C/O DENTONS 1221 AVENUE OF THE, AMERICAS, NEW YORK, NY 10020 | ASSISTANT SECRETARY | 1 | $0 |
| CHRISTIANE MCNAMARA C/O DUDLEY SHANLEY INC 205 WORTH, AVENUE 311, PALM BEACH, FL 33480 | ASSISTANT TREASURER, SECRETARY | 1 | $0 |
| FRANK E SHANLEY C/O DUDLEY SHANLEY INC 205 WORTH, AVENUE 311, PALM BEACH, FL 33480 | VICE PRESIDENT, TREASURER, DIRECTOR | 1 | $0 |
| DOROTHY D ADAMS C/O DUDLEY SHANLEY INC 205 WORTH, AVENUE 311, PALM BEACH, FL 33480 | DIRECTOR | 1 | $0 |
990-PF for the year ended July 31, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ELISABETH C DUDLEY C/O DUDLEY SHANLEY INC 205 WORTH, AVENUE 311, PALM BEACH, FL 33480 | DIRECTOR | 1 | $0 |
| HENRY C DUDLEY C/O DUDLEY SHANLEY INC 205 WORTH, AVENUE 311, PALM BEACH, FL 33480 | PRESIDENT, CEO, DIRECTOR | 1 | $0 |
| SARAH DUDLEY PLIMPTON C/O DUDLEY SHANLEY INC 205 WORTH, AVENUE 311, PALM BEACH, FL 33480 | DIRECTOR | 1 | $0 |
| JANE C DUDLEY C/O DUDLEY SHANLEY INC 205 WORTH, AVENUE 311, PALM BEACH, FL 33480 | DIRECTOR | 1 | $0 |
| IRINA FAYMAN C/O DENTONS 1221 AVENUE OF THE, AMERICAS, NEW YORK, NY 10020 | SECRETARY | 1 | $0 |
| CHRISTIANE MCNAMARA C/O DUDLEY SHANLEY INC 205 WORTH, AVENUE 311, PALM BEACH, FL 33480 | ASST TREASURER & ASST SECRETARY | 1 | $0 |
| FRANK E SHANLEY C/O DUDLEY SHANLEY INC 205 WORTH, AVENUE 311, PALM BEACH, FL 33480 | VICE PRESIDENT, TREASURER, DIRECTOR | 1 | $0 |
| DOROTHY D ADAMS C/O DUDLEY SHANLEY INC 205 WORTH, AVENUE 311, PALM BEACH, FL 33480 | DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 205 WORTH AVE STE 311, PALM BEACH, FL 33480-4618
- In care of
- % DUDLEY & SHANLEY LLC
- Signed the 990-PF
- FRANK E SHANLEY, VICE PRESIDENT, TREASURER, DIR
- 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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | July 31, 2026 | December 15, 2026 | Not due yet |
| 2024 | July 31, 2025 | December 15, 2025 | 990-PF on file |
| 2023 | July 31, 2024 | December 16, 2024 | 990-PF on file |
IRS record
- EIN
- 20-5823379
- 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
- 2007
- Accounting year ends
- July
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $41,681,896
- Income (IRS master file)
- $8,558,969
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | July 2025 | $2,553,870 | $2,266,508 | $41,681,896 | XML |
| 990-PF | July 2024 | $2,274,364 | $1,916,873 | $39,859,239 | XML |
| 990-PF | July 2023 | – | – | – | IRS |
| 990-PF | July 2022 | – | – | – | IRS |
| 990-PF | July 2021 | – | – | – | 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 20-5823379).
Questions about HIGHSTEAD FUND INC
- What is the EIN of HIGHSTEAD FUND INC?
- The employer identification number (EIN) of HIGHSTEAD FUND INC is 20-5823379.
- Is HIGHSTEAD FUND INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
- Are donations to HIGHSTEAD FUND INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HIGHSTEAD FUND INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HIGHSTEAD 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 HIGHSTEAD 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 HIGHSTEAD FUND INC?
- The 990-PF for the year ended July 31, 2025 lists 8 people; 0 received compensation from the organization.
- How much revenue does HIGHSTEAD FUND INC have?
- On its 990-PF for the year ended July 31, 2025 it reported revenue of $2,553,870, expenses of $2,266,508 and total assets of $41,681,896 at year end.
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