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Nonprofit · EIN 20-6967970

EFM FOUNDATION UA M&E DOONER

Also known as MARIE DOONER TTEE

Tax-exempt · NEWTOWN SQ, PA 19073

Financials

$1.4M$825K2023$987K$922K2024$1.1M$985K2025
Revenue Expenses · by fiscal year end
Financials of EFM FOUNDATION UA M&E DOONER by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$1,120,032$984,850$135,182$14,910,960$0$14,910,960
December 31, 2024990-PF$986,638$922,456$64,182$14,771,389$0$14,771,389
December 31, 2023990-PF$1,385,696$824,765$560,931$14,713,763$0$14,713,763
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$323,542
Interest
$149,953
Net gain from sales of assets
$646,537

Expenses

Grants and similar amounts paid
$927,000
Disbursements for charitable purposes
$927,000
Excise tax on investment income
$15,049

Balance sheet and other

Total assets, start of year
$14,771,389
Total assets, end of year
$14,910,960
Total liabilities, end of year
$0
Net assets, end of year
$14,910,960
Fair market value of assets
$19,066,405
Qualifying distributions
$927,000
Net investment income
$1,120,032

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 December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
Peter S Dooner Jr
1400 Waverly Road V-65, Gladwyne, PA 19035
Trustee1$0
Diane Dooner Murphy
211 Excalibur Drive, Newtown Square, PA 19073
Trustee1$0
Katherine Dooner Loftus
4378 Spring Island, Okatie, SC 29909
Trustee1$0
Amy Dooner Brennan
200 Cedarbrook Road, Ardmore, PA 19003
Trustee1$0
990-PF for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
Peter S Dooner Jr
1400 Waverly Road V-65, Gladwyne, PA 19035
Trustee1$0
Diane Dooner Murphy
211 Excalibur Drive, Newtown Square, PA 19073
Trustee1$0
Katherine Dooner Loftus
40 Greythorne Woods Circle, Wayne, PA 19083
Trustee1$0
Amy Dooner Brennan
200 Cedarbrook Road, Ardmore, PA 19003
Trustee1$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
Peter S Dooner Jr
1400 Waverly Road V-65, Gladwyne, PA 19035
Trustee1$0
Diane Dooner Murphy
211 Excalibur Drive, Newtown Square, PA 19073
Trustee1$0
Katherine Dooner Loftus
40 Greythorne Woods Circle, Wayne, PA 19083
Trustee1$0
Amy Dooner Brennan
200 Cedarbrook Road, Ardmore, PA 19003
Trustee1$0

Address and contacts

Address (IRS master file)
PO BOX 467, NEWTOWN SQ, PA 19073-0467
In care of
% COZEN OCONNOR
Signed the 990-PF
Diane D Murphy, Director
Phone
(610) 543-3329
Return prepared by
James J Saunders

What it must file and when

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

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
20-6967970
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
2006
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$14,910,960
Income (IRS master file)
$5,669,318

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$1,120,032$984,850$14,910,960IRS
990-PFDecember 2024$986,638$922,456$14,771,389IRS
990-PFDecember 2023$1,385,696$824,765$14,713,763XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––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 20-6967970).

Questions about EFM FOUNDATION UA M&E DOONER

What is the EIN of EFM FOUNDATION UA M&E DOONER?
The employer identification number (EIN) of EFM FOUNDATION UA M&E DOONER is 20-6967970.
Is EFM FOUNDATION UA M&E DOONER tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
Are donations to EFM FOUNDATION UA M&E DOONER tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does EFM FOUNDATION UA M&E DOONER file?
Form 990-PF. Private foundations file every year.
When is the next return of EFM FOUNDATION UA M&E DOONER due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did EFM FOUNDATION UA M&E DOONER last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of EFM FOUNDATION UA M&E DOONER?
The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does EFM FOUNDATION UA M&E DOONER have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,120,032, expenses of $984,850 and total assets of $14,910,960 at year end.

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