Nonprofit · EIN 20-6406772
DWIGHT A AND LUCILE SMALLEY ALDRICH CHARITABLE FOUNDANTION
Also known as CURTIS PHILIP J TTEE
Tax-exempt · JACKSON, MI 49204
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $11,784 | $108,474 | -$96,690 | $760,951 | $0 | $760,951 |
| December 31, 2024 | 990-PF | $12,108 | $121,044 | -$108,936 | $738,718 | $0 | $738,718 |
| December 31, 2023 | 990-PF | $14,120 | $93,450 | -$79,330 | $607,283 | $0 | $607,283 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $11,784
Expenses
- Grants and similar amounts paid
- $91,666
- Compensation of officers, directors and key employees
- $16,422
- Disbursements for charitable purposes
- $95,088
- Excise tax on investment income
- $1,620
Balance sheet and other
- Total assets, start of year
- $738,718
- Total assets, end of year
- $760,951
- Total liabilities, end of year
- $0
- Net assets, end of year
- $760,951
- Fair market value of assets
- $1,161,239
- Qualifying distributions
- $95,088
- Net investment income
- $129,900
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Philip J Curtis PO Box 766, JACKSON, MI 49204 | Trustee | 2 | $16,422 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Philip J Curtis PO Box 766, JACKSON, MI 49204 | Trustee | 2 | $19,082 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Philip J Curtis PO Box 766, JACKSON, MI 49204 | Trustee | 2 | $13,541 |
Address and contacts
- Address (IRS master file)
- PO BOX 766, JACKSON, MI 49204-0766
- In care of
- % PHILIP J CURTIS
- Signed the 990-PF
- Philip J Curtis, Trustee
- Phone
- (517) 787-9481
- Return prepared by
- Curtis Curtis & Brelinski PC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 20-6406772
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2005
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $760,951
- Income (IRS master file)
- $11,784
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $11,784 | $108,474 | $760,951 | XML |
| 990-PF | December 2024 | $12,108 | $121,044 | $738,718 | IRS |
| 990-PF | December 2023 | $14,120 | $93,450 | $607,283 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-6406772).
Questions about DWIGHT A AND LUCILE SMALLEY ALDRICH CHARITABLE FOUNDANTION
- What is the EIN of DWIGHT A AND LUCILE SMALLEY ALDRICH CHARITABLE FOUNDANTION?
- The employer identification number (EIN) of DWIGHT A AND LUCILE SMALLEY ALDRICH CHARITABLE FOUNDANTION is 20-6406772.
- Is DWIGHT A AND LUCILE SMALLEY ALDRICH CHARITABLE FOUNDANTION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
- Are donations to DWIGHT A AND LUCILE SMALLEY ALDRICH CHARITABLE FOUNDANTION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does DWIGHT A AND LUCILE SMALLEY ALDRICH CHARITABLE FOUNDANTION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of DWIGHT A AND LUCILE SMALLEY ALDRICH CHARITABLE FOUNDANTION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did DWIGHT A AND LUCILE SMALLEY ALDRICH CHARITABLE FOUNDANTION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of DWIGHT A AND LUCILE SMALLEY ALDRICH CHARITABLE FOUNDANTION?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $16,422 (Philip J Curtis, Trustee).
- How much revenue does DWIGHT A AND LUCILE SMALLEY ALDRICH CHARITABLE FOUNDANTION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $11,784, expenses of $108,474 and total assets of $760,951 at year end.
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