Clarence & Anne Dillon Dunwalke Trust
The Clarence & Anne Dillon Dunwalke Trust is a private foundation based in New York, NY. Its 2025 filing reports grants to charitable organizations, including organizations in Maine, New York, Vermont, and Massachusetts.
Key facts about Clarence & Anne Dillon Dunwalke Trust
In short: Clarence & Anne Dillon Dunwalke Trust gave $1.5M across 68 grants in 2025 (avg $22K), top state Maine. Source: 2025 IRS Form 990-PF.
- EIN
- 23-7043773
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $1,512,200
- Grants made (2025)
- 68
- Average grant
- $22,238
- Median grant
- $10,000
- Total assets
- $29,081,390
- Primary geography
- Maine (27% of itemized 2025 grant dollars)
- Accepts unsolicited proposals
- No
- How to apply
- The Trust makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Full details ↓
Data from IRS Form 990-PF, 2025; updated September 2026. Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$29.1M
+0.5% YoY
Annual Giving
$1.5M
-7.5% YoY
Grant Count
68
+6.3% YoY
Avg Grant Size
$22K
-13.0% YoY
Under IRS private-foundation payout rules, Clarence & Anne Dillon Dunwalke Trust reported a distributable amount of $1.8M for 2025 — the minimum it must pay out in qualifying distributions.
How Clarence & Anne Dillon Dunwalke Trust gives
- 88% of 2025 grantees were also funded in 2024. Method
- Giving fell 31% from 2022 to 2025. Method
- In 2025 it paid out 87% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
No mission statement for the Trust is provided. Its 2025 grants show support for organizations working in areas including housing, education and scholarships, medical research, arts, environmental conservation, and community services. These are examples of the grantees’ work, not stated focus areas of the Trust.
For example, Islesboro Affordable Property describes its mission as helping maintain and grow Islesboro as a year-round community by supporting housing for permanent residents. The POLG Foundation says it addresses unmet medical needs related to POLG disorders. Islesboro Islands Trust describes its work as preserving open space, educating residents about natural ecosystems, and advocating for the environment. Islesboro Community Center says it supports island residents through health, wellness, enrichment, and social interaction.
Grantmaking
In 2025, the Trust reported 68 grants totaling $1,512,200. Grants ranged from $1,000 to $220,000, with a median of $10,000.
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Geographic Focus
Where this funder awards grants
In 2025, the largest shares of grant dollars by recipient state were Maine (27%), New York (22%), Vermont (14%), Massachusetts (10%), and New Jersey (4%). The reported grants also included recipients in Washington, Louisiana, and South Dakota.
Grant Distribution by State
Share of 2025 grant dollars across all 68 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $1.4M (2019) to $2.5M (2023). In 2025 it made 68 grants totaling $1.5M.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Islesboro Affordable Property ($220K). Together the top 10 received $955K.
Grant Size Distribution
350 grants across all recorded years
The most common grant size was under $50K: 308 grants of 350 (88%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Islesboro Affordable Property Islesboro, ME | Contribution Toward the Long Term Development of Housing | $220,000 |
| Middlebury College Middlebury, VT | $15k - general annual fund, $200k to expand The Dillon Dunwalke Fellows Program | $215,000 |
| The Polg Foundation Inc New York, NY | General Support | $150,000 |
| Berkshire School Sheffield, MA | special grant toward the Berkshire Forever Campaign - $100k, contribution towards the Allen Family Scholarship Fund - $10k | $110,000 |
| Turtle Key Arts New York, NY | General Annual Fund | $95,000 |
| Pilgrim Africa Seattle, WA | General Support | $60,000 |
| Xavier University of Louisiana Box New Orleans, LA | The st. Katharine drexel scholarship fund- $20k; for the benefit of needs-based scholarship assistance- $15k | $35,000 |
| Islesboro Islands Trust Islesboro, ME | general support | $25,000 |
| South Dakota Trust Company Foundation Sioux Falls, SD | Contribution Towards Your Local Efforts | $25,000 |
| Groton School Groton, MA | General Support | $20,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2025 | $29,081,390 | $1,973,160 | $1,820,225 | $1,512,200 |
| 2024 | $28,928,455 | $2,197,861 | $1,906,414 | $1,635,000 |
| 2023 | $28,637,008 | $2,776,157 | $2,790,263 | $2,501,250 |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $29,081,390 | $28,928,455 | $28,637,008 |
| Revenue | $1,973,160 | $2,197,861 | $2,776,157 |
| Expenses | $1,820,225 | $1,906,414 | $2,790,263 |
| Qualifying Distributions | $1,579,636 | $1,694,553 | $2,566,107 |
| Net Investment Income | $1,767,571 | $2,004,000 | $2,591,001 |
| Distributable Amount | $1,819,015 | $1,680,623 | $1,652,508 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS July 9, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 6, 2026)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Sophie W Bryan as Chairman/Trustee; Eileen B Kane as Secretary; Marcus Siezing as Treasurer; and Alexandra F Allen, Andrew D Allen, Charlotte Cunningham, D Dillon Bryan, Dorothy Caplow Echodu, Douglas D Collins, and Frances Collins as trustees.
Clarence & Anne Dillon Dunwalke Trust is led by Sophie W. Bryan, Chairman & Trustee since 2025 (on filings since 2019); none of the 18 officers listed in 2025 report compensation.
Officers on the 2025 filing
Sophie W. Bryan
Chairman & Trustee
Trustee → Chairman & Trustee, 2025
On filings since 2019
0.2 hrs/week
No compensation reported
Alexandra F. Allen
Trustee
On filings since 2019
0.2 hrs/week
No compensation reported
Andrew D. Allen
Trustee
On filings since 2019
0.2 hrs/week
No compensation reported
Christopher D. Allen
Trustee
Chairman → Chairman & Trustee, 2023
Chairman & Trustee → Trustee, 2025
On filings since 2019
0.2 hrs/week
No compensation reported
Dorothy Caplow Echodu
Trustee
On filings since 2019
0.2 hrs/week
No compensation reported
Douglas D. Collins
Trustee
On filings since 2019
0.2 hrs/week
No compensation reported
Frances Collins
Trustee
On filings since 2019
0.2 hrs/week
No compensation reported
Mark M. Collins Jr.
Trustee
On filings since 2019
0.2 hrs/week
No compensation reported
Martin C. Zetterberg
Trustee
On filings since 2019
0.2 hrs/week
No compensation reported
Nicholas E. Allen
Trustee
On filings since 2019
0.2 hrs/week
No compensation reported
Phyllis D. Collins
Trustee
On filings since 2019
0.2 hrs/week
No compensation reported
Robert De Luxembourg
Trustee
On filings since 2019
0.2 hrs/week
No compensation reported
Theodore Caplow Jr.
Trustee
On filings since 2019
0.2 hrs/week
No compensation reported
Charlotte Cunningham
Trustee
On filings since 2020
0.2 hrs/week
No compensation reported
Katherine A. Wolovsky
Trustee
On filings since 2020
0.2 hrs/week
No compensation reported
D. Dillon Bryan
Trustee
On filings since 2023
0.2 hrs/week
No compensation reported
Eileen B. Kane
Secretary
On filings since 2019
0.2 hrs/week
No compensation reported
Marcus Siezing
Treasurer
On filings since 2019
0.2 hrs/week
No compensation reported
Former officers (7)
- Former: Gretchen S. Bryan (2019–2024) — Trustee
- Former: Christine Allen (2019–2022) — Trustee
- Former: Douglas Dillon Bryan (2021–2022) — Trustee
- Former: Dillon Bryan (2019–2020) — Trustee
- Former: Philip D Allen (2019–2020) — Trustee
- Former: Joan M Frost (2019) — Trustee
- Former: Katherine Stillman (2019) — Trustee
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Contact
Mailing address: C/O Keswick Mgt 99 Park Ave 24 Fl, New York, NY 10016
Phone: (212) 315-8300
Frequently asked questions about Clarence & Anne Dillon Dunwalke Trust
How much does Clarence & Anne Dillon Dunwalke Trust give each year?
Clarence & Anne Dillon Dunwalke Trust gave $1.5M across 68 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $1.6M across 64 grants.
What is Clarence & Anne Dillon Dunwalke Trust's typical grant size?
Clarence & Anne Dillon Dunwalke Trust's median grant in 2025 was $10,000, and its average grant was $22,238, across 68 grants on its 2025 IRS Form 990-PF.
Where does Clarence & Anne Dillon Dunwalke Trust give grants?
Clarence & Anne Dillon Dunwalke Trust's top state is Maine, with 27% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were New York (22%) and Vermont (14%). The most frequent recipient cities were Islesboro, ME (11 grants), New York, NY (11 grants), Seattle, WA (2 grants) and Sioux Falls, SD (2 grants).
Does Clarence & Anne Dillon Dunwalke Trust give general operating support?
Yes: 72% of Clarence & Anne Dillon Dunwalke Trust's 2025 grants with a stated purpose (49 of 68) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Clarence & Anne Dillon Dunwalke Trust's largest grantees?
Clarence & Anne Dillon Dunwalke Trust's largest 2025 grantees include Islesboro Affordable Property ($220,000), Middlebury College ($215,000) and The Polg Foundation Inc ($150,000), according to its 2025 IRS Form 990-PF. Together they received 39% of its itemized 2025 grant dollars.
How large is Clarence & Anne Dillon Dunwalke Trust?
Clarence & Anne Dillon Dunwalke Trust reported $29.1M in total assets on its 2025 IRS Form 990-PF. It paid out $1.6M in qualifying distributions that year, against a required minimum of $1.8M (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does Clarence & Anne Dillon Dunwalke Trust fund?
No mission statement for the Trust is provided. Its 2025 grants show support for organizations working in areas including housing, education and scholarships, medical research, arts, environmental conservation, and community services. See mission & focus areas ↑
How do I apply for a grant from Clarence & Anne Dillon Dunwalke Trust?
The Trust makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Clarence & Anne Dillon Dunwalke Trust's EIN?
Clarence & Anne Dillon Dunwalke Trust's EIN (Employer Identification Number) is 23-7043773. IRS Form 990 filing data is available on this page for 2019–2025.
Does Clarence & Anne Dillon Dunwalke Trust accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
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