Dean Witter Foundation
- Assets
- $7.5m
- Revenue
- $1.1m
- Investments
- $7.2m
- Employees
- 0
- Location
- San Rafael, CA
- Founding
- 04/1954
- Data as of
- 06/2022
- EIN
- 94-6065150
Organization Overview
Dean Witter Foundation is located in San Rafael, CA. The organization was established in 1954. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Dean Witter Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2022, Dean Witter Foundation generated $1.1m in total revenue. This organization has experienced exceptional growth, as over the past 6 years, it has increased revenue by an average of 24.8% each year . All expenses for the organization totaled $476.4k during the year ending 06/2022. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Dean Witter Foundation has awarded 325 individual grants totaling $21,082,561. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Dean Witter III Cfo/treasurer & Director | 0 | $0 | |
Allison Witter Frey President | 0 | $0 | |
Brooks Witter Secretary & Director | 0 | $0 | |
Malcolm G Witter Director | 0 | $0 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Atlantic Trust Private Wealth Management | 6/29/17 | $98,957 |
Kramer Blum & Associates | 6/29/17 | $94,331 |
Kramer Blum & Associates | 6/29/17 | $94,331 |
Atlantic Trust Private Wealth Management | 6/29/17 | $98,957 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $20,232 |
| Dividends & Interest | $198,714 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $866,908 |
| Capital Gain Net Income | $866,908 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $1,085,854 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $30,345 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $7,607 |
| Total operating and administrative expenses | $137,423 |
| Contributions, gifts, grants paid | $339,000 |
| Total expenses and disbursements | $476,423 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $215,236 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $3,696,460 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $48,029 |
| Total assets | $7,485,214 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Dean Witter Foundation has awarded $339,000 in support to 13 organizations.
| Grant Recipient | Amount |
|---|---|
BELLEVUE SCHOOLS FOUNDATION PURPOSE: FOR MENTAL HEALTH PROGRAMS | $15,000 |
BELLEVUE SCHOOLS FOUNDATION PURPOSE: FOR THE INSPIRATION AND INCUBATION GRANTS PROGRAM | $35,000 |
CAL WOOD PURPOSE: LATINO FAMILY CAMP | $20,000 |
COMMUNITY FOUNDATION BOULDER PURPOSE: FOR THE BOULDER COUNTY WILDFIRE FUND | $25,000 |
MIT PRESS PURPOSE: FOR THE JOURNAL OF CLIMATE RESILIENCE/CLIMATE JUSTICE | $15,000 |
NORTHCOAST REGIONAL LAND TRUST PURPOSE: FOR THE COWS AND CATTAILS ENVIRONMENTAL EDUCATIONAL PROGRAM | $25,000 |