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Nonprofiteer
← JAMES C DULIN GOODWILL INDUSTRIES FUND

Form 990 for tax year 2025

Filed by JAMES C DULIN GOODWILL INDUSTRIES FUND.

Totals

Total revenue
$611,383
Total expenses
$371,074
Contributions and grants received
$0
Grants paid
$269,559
Program service revenue
$0
Investment income
$611,362
Other revenue
$21
Total assets, end of year
$4,959,168
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$4,959,168
Program services expenses (Part IX)
$269,559
Management and general expenses
$101,515
Fundraising expenses
$0
Program service expenses (Part III)
$269,559

Program services were 72.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 3 · Investment income

    total $119,485 · excluded $119,485

  • 7a · Gross sales of assets other than inventory

    securities $2,934,000

  • 7b · Less cost or other basis and sales expenses

    securities $2,442,123

  • 7c · Gain or loss

    securities $491,877

  • 7d · Net gain or loss

    total $491,877 · excluded $491,877

  • 11a · Other revenue: MISCELLANEOUS INCOME

    total $21 · related or exempt $21

  • 11e · Other revenue, total

    $21

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $269,559 · program services $269,559

  • 5 · Compensation of officers, directors and key employees

    total $28,000 · management and general $28,000

  • 11c · Fees: accounting

    total $6,200 · management and general $6,200

  • 11f · Fees: investment management

    total $47,035 · management and general $47,035

  • 11g · Fees: other

    total $20 · management and general $20

  • 23 · Insurance

    total $4,704 · management and general $4,704

  • 24a · Other expenses: BOND AMORTIZATION EXPEN

    total $14,446 · management and general $14,446

  • 24b · Other expenses: FOREIGN TAX PAID

    total $1,110 · management and general $1,110

Balance sheet

Part X, book values.

  • 9 · Prepaid expenses and deferred charges

    end of year $4,683

  • 11 · Investments: publicly traded securities

    beginning of year $4,718,859 · end of year $4,954,485

  • 29 · Capital stock, trust principal or current funds

    beginning of year $4,718,859 · end of year $4,959,168

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $0 · end of year $0

Mission and programs · 2025

Mission

PROVIDE SUPPORT FOR GOODWILL OF GREATER WASHINGTON AND GOODWILL INDUSTRIES INTERNATIONAL

  • TO PROVIDE FUNDS FOR GOODWILL OF GREATER WASHINGTON (DAVIS MEMORIAL GOODWILL INDUSTRIES)

    Expenses $161,735 · Grants $161,735

  • TO PROVIDE FUNDS FOR GOODWILL INDUSTRIES INTERNATIONAL

    Expenses $107,824 · Grants $107,824

As filed on the 2025 return.

Listed in Part VII

  • Alan R Swendiman

    TRUSTEE

    Total calculated
    $4,000
    From this org
    $4,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    0.2

  • William Cd Burr

    TRUSTEE

    Total calculated
    $4,000
    From this org
    $4,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    0.2

  • Peter F Jahn

    TRUSTEE

    Total calculated
    $4,000
    From this org
    $4,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    0.2

  • Christina B Cary

    TRUSTEE

    Total calculated
    $4,000
    From this org
    $4,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    0.2

  • Lynn A Alexander

    TRUSTEE

    Total calculated
    $4,000
    From this org
    $4,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    0.2

  • Ana T Chapa

    TRUSTEE

    Total calculated
    $4,000
    From this org
    $4,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    0.2

  • Stacey A Herndon

    TRUSTEE

    Total calculated
    $4,000
    From this org
    $4,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    0.2

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2025
Filed
25 June 2026
IRS schema version
2025v4.2
Source object
202631769349301518

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