Nonprofit · EIN 54-1894989
CONSTANCE DUNDAS FOUNDATION
Tax-exempt · RICHMOND, VA 23219
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $564,212 | $474,469 | $89,743 | $4,915,068 | $0 | $4,915,068 |
| September 30, 2024 | 990-PF | $813,014 | $487,155 | $325,859 | $4,825,325 | $0 | $4,825,325 |
| September 30, 2023 | 990-PF | $100,861 | $462,671 | -$361,810 | $4,499,466 | $0 | $4,499,466 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Dividends
- $191,637
- Interest
- $298
- Net gain from sales of assets
- $372,277
Expenses
- Grants and similar amounts paid
- $370,000
- Compensation of officers, directors and key employees
- $54,513
- Disbursements for charitable purposes
- $440,841
- Excise tax on investment income
- $7,375
Balance sheet and other
- Total assets, start of year
- $4,825,325
- Total assets, end of year
- $4,915,068
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,915,068
- Fair market value of assets
- $11,360,155
- Qualifying distributions
- $440,841
- Net investment income
- $564,212
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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FRED J BERNHARDT JR 901 E CARY ST, RICHMOND, VA 23219 | TRUSTEE | 5 | $54,513 |
990-PF for the year ended September 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FRED J BERNHARDT JR 901 E CARY ST, RICHMOND, VA 23219 | TRUSTEE | 5 | $46,138 |
990-PF for the year ended September 30, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FRED J BERNHARDT JR 901 E CARY ST, RICHMOND, VA 23219 | TRUSTEE | 5 | $42,886 |
Address and contacts
- Address (IRS master file)
- 1900 ONE JAMES CENTER 901 E CARY ST, RICHMOND, VA 23219-0000
- In care of
- % FRED J BERNARDT JR
- Signed the 990-PF
- FRED J BERNHARDT JR, TRUSTEE
- Phone
- (804) 697-5110
- Return prepared by
- ADAMS JENKINS & CHEATHAM
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990-PF on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990-PF on file |
IRS record
- EIN
- 54-1894989
- 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
- 1998
- Accounting year ends
- September
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $4,915,068
- Income (IRS master file)
- $1,470,142
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | $564,212 | $474,469 | $4,915,068 | XML |
| 990-PF | September 2024 | $813,014 | $487,155 | $4,825,325 | XML |
| 990-PF | September 2023 | $100,861 | $462,671 | $4,499,466 | XML |
| 990-PF | September 2022 | – | – | – | IRS |
| 990-PF | September 2021 | – | – | – | IRS |
| 990-PF | September 2020 | – | – | – | IRS |
| 990-PF | September 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 54-1894989).
Questions about CONSTANCE DUNDAS FOUNDATION
- What is the EIN of CONSTANCE DUNDAS FOUNDATION?
- The employer identification number (EIN) of CONSTANCE DUNDAS FOUNDATION is 54-1894989.
- Is CONSTANCE DUNDAS FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to CONSTANCE DUNDAS FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CONSTANCE DUNDAS FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CONSTANCE DUNDAS FOUNDATION due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CONSTANCE DUNDAS FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended September 2025.
- Who are the officers and directors of CONSTANCE DUNDAS FOUNDATION?
- The 990-PF for the year ended September 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $54,513 (FRED J BERNHARDT JR, TRUSTEE).
- How much revenue does CONSTANCE DUNDAS FOUNDATION have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $564,212, expenses of $474,469 and total assets of $4,915,068 at year end.
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