The Quercus Fund Inc

PALM BEACH, FL EIN: 13-4156738

The Quercus Fund Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PALM BEACH, FL. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $18.1M in total assets. In 2025, it awarded 4 grants totaling $927K. Net investment income was $1.6M.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$18.1M

+3.4% YoY

Annual Giving

$927K

+10.7% YoY

Grant Count

4

+0.0% YoY

Avg Grant Size

$232K

+10.7% YoY

Under IRS private-foundation payout rules, The Quercus Fund Inc reported a distributable amount of $868K for 2025 — the minimum it must pay out in qualifying distributions.

About The Quercus Fund Inc

Based on IRS filings

The Quercus Fund Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PALM BEACH, FL. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $18.1M in total assets. In 2025, it awarded 4 grants totaling $927K. Net investment income was $1.6M.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

6states

Cities

Agoura HillsBostonDuluthHartfordNeptuneReddingRidgefieldTucson

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$459K$917K$1M$2M20212022202320242025
Metric202520242023
Total Assets$18,117,143$17,514,947$16,090,415
Revenue$1,667,630$759,554$1,117,285
Expenses$1,050,053$945,564$833,876
Qualifying Distributions$927,000$837,500$737,500
Net Investment Income$1,558,499$661,303$1,021,698
Distributable Amount$867,665$782,151$732,444

Giving Over Time

Total grant dollars and number of grants per year

$0$232K$464K$695K$927K2 grants20212 grants20221 grants20234 grants20244 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2025

FELLOWS OF HARVARD COLLEGE$350KHIGHSTEAD FOUNDATION INC$327KOPEN MEDICINE FOUNDATION$200KVNA HEALTH GROUP$50K

Grant Size Distribution

13 grants across all recorded years

1<$50K3$50–100K2$100–250K4$250–500K3$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include Fellows of Harvard College ($350,000), Highstead Foundation Inc ($327,000), Open Medicine Foundation ($200,000).

RecipientPurposeAmount
HIGHSTEAD FOUNDATION INC REDDING, CTRESEARCH & EDUCATION$327,000
FELLOWS OF HARVARD COLLEGE BOSTON, MAECOLOGICAL RESEARCH & EDUCATION$350,000
OPEN MEDICINE FOUNDATION AGOURA HILLS, CAHEALTHCARE RESEARCH & EDUCATION$200,000
VNA HEALTH GROUP NEPTUNE, NJNURSING EDUCATION$50,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

NameTitleHoursCompensation
ELISABETH C DUDLEYPRESIDENT, DIRECTOR1
HENRY C DUDLEYVICE PRESIDENT, TREASURER, DIRECTOR1
SARAH DUDLEY PLIMPTONVICE PRESIDENT, DIRECTOR1
JANE C DUDLEYVICE PRESIDENT, DIRECTOR1
FRANK E SHANLEYASSISTANT TREASURER, DIRECTOR1
IRINA FAYMANASSISTANT SECRETARY1
CHRISTIANE MCNAMARAASSISTANT TREASURER, SECRETARY1

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is The Quercus Fund Inc?

The Quercus Fund Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PALM BEACH, FL. It holds $18.1M in total assets as of 2025.

How large is The Quercus Fund Inc?

As of 2025, The Quercus Fund Inc holds $18.1M in total assets with $1.7M in annual revenue. It awarded 4 grants totaling $927K in 2025.

Where does The Quercus Fund Inc operate?

The Quercus Fund Inc has awarded grants in Arizona, California, Connecticut, Massachusetts, Minnesota, New Jersey.

What size grants does The Quercus Fund Inc award?

In 2025, The Quercus Fund Inc awarded 4 grants totaling $927K — an average of about $232K per grant, based on its IRS Form 990 filings.

How much is The Quercus Fund Inc required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, The Quercus Fund Inc reported a distributable amount of $868K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The Quercus Fund Inc's EIN?

The Quercus Fund Inc's EIN (Employer Identification Number) is 13-4156738. IRS Form 990 filing data is available on this page for 2021–2025.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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