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Constance Dundas Foundation EIN 54-1894989

Constance Dundas Foundation

EIN  54-1894989 Private foundation / grantmaker Richmond, VA
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Size
$100K–1M
What they do
A private foundation based in Richmond, VA. It reported about $564K in revenue for 2024.
Leadership
Fred J Bernhardt JR · Trustee · $55K
Money in and out
$564K revenue, $474K expenses
Bottom line
—

A private foundation based in Richmond, VA. It reported about $564K in revenue for 2024. For fiscal year 2025 it reported $564K in revenue, $474K in expenses, and $4.9M in net assets.Pt I

Grants paid & assets · FY2025
Total revenue
$564K
Pt VIII · Ln 12
Total expenses
$474K
Pt IX · Ln 25
Net assets
$4.9M
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): $90K
Total assets
4.9M
deployed as grants and operations
Grants paid
370K
in FY2025
Grants made
16grants
total in period
Payout rate
8%
of assets (5% rule)

Who They Fund

Part XV · grants paid · 16 grants · $370K · 2024–2024
The Community FoundationFY2024$60,000
Vcu-Mcv FoundationFY2024$45,000
Chanco on the James INCVA · FY2024$30,000
Good Neighbor Village INCVA · FY2024$30,000
Jackson Feild Homes IncorporatedVA · FY2024$30,000
St Andrews SchoolMI · FY2024$30,000
The Health Wagon INCFY2024$30,000
Challenge Discovery Projects INCVA · FY2024$25,000
Richmond Metro Habitat for HumanityVA · FY2024$25,000
The Miami Foundation INCFL · FY2024$25,000
Faith Mission Home INCVA · FY2024$10,000
Virginia Museum of HistoryFY2024$7,500
The Read CenterFY2024$7,500
Daily Planet Health ServicesFY2024$5,000
Crossover Health MinistryFY2024$5,000
Good Shepherd Episcopal SchoolFY2024$5,000

Grantmaking Profile

Patterns in foundation giving
Distinct granteesPart XV8
Average grantPart XV$23K
Median grantPart XV$25K
Largest grantPart XV$60K
Top cause focusNTEEHuman Services (19%)

Summary of the Filing

Part I · fiscal year 2025 · Form 990-PF
Revenue
$564K
FY2025▼ -31%
Expenses
$474K
FY2025▼ -3%
Total assets
$4.9M
FY2025▲ +2%
Total liabilities
$0
FY2025
Total revenue
$564K
Pt VIII · Ln 12
Total expenses
$474K
Pt IX · Ln 25
Net assets
$4.9M
Pt X · Ln 32
Total assetsPt II$4.9M

Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CConstance Dundas Foundation
EINHdr · item D54-1894989
Principal addressHdr · item CRichmond, VA
WebsiteHdr · item Jnone reported
State of legal domicileHdr · item MVA
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFFoundations & Grantmakers (T20Z)
Ruling yearIRS BMFJul 1998

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1apending
Independent voting membersPt VI · Ln 1bpending
Conflict-of-interest policyPt VI · Ln 12a—
Whistleblower policyPt VI · Ln 13—
Document retention policyPt VI · Ln 14—
CEO/top-official compensation independently reviewedPt VI · Ln 15a—
Family or business relationships among officers/directorsPt VI · Ln 2—

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
$54,513Pt VII · Sec A
See Constance Dundas Foundation executive salaries →

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Statement of Revenue

Part VIII
Investment income100%$564K
Total revenueLn 12$564K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Grants & contributions paid $0.78 Operating & administrative $0.22
Grants & contributions paid78%$370K
Operating & administrative22%$104K
Total functional expensesLn 25$474K

Balance Sheet

Part X · end of year
CashLn 1$58K
Total assetsLn 16$4.9M
Total liabilitiesLn 26$0
Total net assetsLn 32$4.9M
Months of cash on handcomputed1.5

Financial Metrics

Form 990 · FY2025 · each ratio shown with the dollars behind it
Liquidity & Payout
Payout rate
Grants paid $0 · Total assets $4.9M
0%
Where the money comes from
Contribution dependence
Contributions & grants — · Total revenue $564K
—
Government reliance
not reported
Earned-income share
not reported
Investment reliance
Investment income $0 · Total revenue $564K
0%
Program self-sufficiency
not reported
Growth & trend
Revenue growth (YoY)
This year $564K · Prior year $813K
-31%
Revenue CAGR
FY2019 $285K · FY2024 $564K
+15%
Net-asset trend (YoY)
End of year $4.9M · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $564K · Expenses $474K
+16%
Liabilities-to-Assets
Total liabilities — · Total assets $4.9M
—
Net-asset ratio
Net assets $4.9M · Total assets $4.9M
100%
People & payroll
Highest Reported Total Compensation
Individual Fred J Bernhardt JR · Reported title TRUSTEE · Highest reported compensation $55K · Total expenses $474K
11%
Personnel share
not reported
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Revenue growth -31%——

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2025 (Latest)$564K revenue · viewing · ⤓ 990 PDF
FY2024$813K revenue · ⤓ 990 PDF
FY2023$101K revenue · ⤓ 990 PDF
FY2022$38K revenue · ⤓ 990 PDF
FY2021$1.1M revenue · ⤓ 990 PDF
FY2020$285K revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2025IRS
Classification, formation year, addressIRS Business Master File
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