Nonprofit · EIN 37-6537105
ROBERT AND DANA EMERY FAMILY FOUNDATION
Tax-exempt · WILMINGTON, DE 19807
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $24,113,720 | $7,392,091 | $16,721,629 | $185,539,975 | $0 | $185,539,975 |
| December 31, 2024 | 990-PF | $20,562,210 | $5,764,886 | $14,797,324 | $155,552,794 | $0 | $155,552,794 |
| December 31, 2023 | 990-PF | $14,335,430 | $5,348,562 | $8,986,868 | $135,716,734 | $0 | $135,716,734 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $10,000,000
- Dividends
- $14,106,528
- Interest
- $7,192
Expenses
- Grants and similar amounts paid
- $7,185,000
- Compensation of officers, directors and key employees
- $20,000
- Disbursements for charitable purposes
- $7,199,600
- Excise tax on investment income
- $193,505
Balance sheet and other
- Total assets, start of year
- $155,552,794
- Total assets, end of year
- $185,539,975
- Total liabilities, end of year
- $0
- Net assets, end of year
- $185,539,975
- Fair market value of assets
- $185,539,975
- Qualifying distributions
- $7,199,600
- Net investment income
- $14,113,720
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THE ROCKEFELLER TRUST COMPANY 3711 KENNETT PIKE SUITE 220, WILMINGTON, DE 19807 | Trustee | 0 | $20,000 |
| ROBERT L EMERY CO ROCKEFLLER 3711 KENNETT PIKE SUITE 220, WILMINGTON, DE 19807 | Trustee | 0 | $0 |
| DANA M EMERY CO ROCKEFELLER 3711 KENNETT PIKE SUITE 220, WILMINGTON, DE 19807 | Trustee | 0 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THE ROCKEFELLER TRUST COMPANY 3711 KENNETT PIKE SUITE 220, WILMINGTON, DE 19807 | Trustee | 0 | $20,000 |
| ROBERT L EMERY CO ROCKEFLLER 3711 KENNETT PIKE SUITE 220, WILMINGTON, DE 19807 | Trustee | 0 | $0 |
| DANA M EMERY CO ROCKEFELLER 3711 KENNETT PIKE SUITE 220, WILMINGTON, DE 19807 | Trustee | 0 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THE ROCKEFELLER TRUST COMPANY 3711 KENNETT PIKE SUITE 220, WILMINGTON, DE 19807 | Trustee | 0 | $15,000 |
| ROBERT L EMERY CO ROCKEFLLER 3711 KENNETT PIKE SUITE 220, WILMINGTON, DE 19807 | Trustee | 0 | $0 |
| DANA M EMERY CO ROCKEFELLER 3711 KENNETT PIKE SUITE 220, WILMINGTON, DE 19807 | Trustee | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 3711 KENNETT PIKE STE 220, WILMINGTON, DE 19807-2161
- In care of
- % DANA M EMERY
- Signed the 990-PF
- LEESA WAEGELE, Trustee
- Phone
- (302) 498-6000
- Return prepared by
- KOKJER PIEROTTI MAIOCCO &DUCK
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 37-6537105
- 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
- 2013
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $185,539,975
- Income (IRS master file)
- $24,113,720
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $24,113,720 | $7,392,091 | $185,539,975 | IRS |
| 990-PF | December 2024 | $20,562,210 | $5,764,886 | $155,552,794 | IRS |
| 990-PF | December 2023 | $14,335,430 | $5,348,562 | $135,716,734 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | 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 37-6537105).
Questions about ROBERT AND DANA EMERY FAMILY FOUNDATION
- What is the EIN of ROBERT AND DANA EMERY FAMILY FOUNDATION?
- The employer identification number (EIN) of ROBERT AND DANA EMERY FAMILY FOUNDATION is 37-6537105.
- Is ROBERT AND DANA EMERY FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2013.
- Are donations to ROBERT AND DANA EMERY FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ROBERT AND DANA EMERY FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ROBERT AND DANA EMERY FAMILY FOUNDATION 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 ROBERT AND DANA EMERY FAMILY FOUNDATION 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 ROBERT AND DANA EMERY FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 1 received compensation from the organization, the highest $20,000 (THE ROCKEFELLER TRUST COMPANY, Trustee).
- How much revenue does ROBERT AND DANA EMERY FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $24,113,720, expenses of $7,392,091 and total assets of $185,539,975 at year end.
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