Nonprofit · EIN 38-2240062
DOROTHY U DALTON FOUNDATION INC
Tax-exempt · KALAMAZOO, MI 49007
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $1,999,802 | $2,110,738 | -$110,936 | $27,537,894 | $0 | $27,537,894 |
| December 31, 2024 | 990-PF | $2,529,920 | $2,373,413 | $156,507 | $27,648,830 | $0 | $27,648,830 |
| December 31, 2023 | 990-PF | $1,546,641 | $2,182,217 | -$635,576 | $27,415,982 | $0 | $27,415,982 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $1,091,030
- Interest
- $36,248
- Net gain from sales of assets
- $872,524
Expenses
- Grants and similar amounts paid
- $1,822,900
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $1,871,958
- Excise tax on investment income
- $26,161
Balance sheet and other
- Total assets, start of year
- $27,648,830
- Total assets, end of year
- $27,537,894
- Total liabilities, end of year
- $0
- Net assets, end of year
- $27,537,894
- Fair market value of assets
- $45,798,122
- Qualifying distributions
- $1,871,958
- Net investment income
- $2,095,140
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 |
|---|---|---|---|
| RACHEL WORGESS 211 SOUTH ROSE STREET, KALAMAZOO, MI 49007 | PRESIDENT & DIRECTOR | 1 | $0 |
| JAY GARSIDE 211 SOUTH ROSE STREET, KALAMAZOO, MI 49007 | SECRETARY, TREASURER & DIRECTOR | 4 | $0 |
| CHRISTOPHER BURNS 211 SOUTH ROSE STREET, KALAMAZOO, MI 49007 | DIRECTOR | 1 | $0 |
| SARAH A JOHANSSON 211 SOUTH ROSE STREET, KALAMAZOO, MI 49007 | DIRECTOR | 1 | $0 |
| JUDY K JOLLIFFE 211 SOUTH ROSE STREET, KALAMAZOO, MI 49007 | DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JUDY K JOLLIFFE 211 SOUTH ROSE STREET, KALAMAZOO, MI 49007 | PRESIDENT & DIRECTOR | 1 | $0 |
| JAY GARSIDE 211 SOUTH ROSE STREET, KALAMAZOO, MI 49007 | SECRETARY, TREASURER & DIRECTOR | 4 | $0 |
| CHRISTOPHER BURNS 211 SOUTH ROSE STREET, KALAMAZOO, MI 49007 | DIRECTOR | 1 | $0 |
| SARAH A JOHANSSON 211 SOUTH ROSE STREET, KALAMAZOO, MI 49007 | DIRECTOR | 1 | $0 |
| RACHEL WORGESS 211 SOUTH ROSE STREET, KALAMAZOO, MI 49007 | DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JUDY K JOLLIFFE 211 SOUTH ROSE STREET, KALAMAZOO, MI 49007 | PRESIDENT & DIRECTOR | 1 | $0 |
| BEVERLY J WHALEY 211 SOUTH ROSE STREET, KALAMAZOO, MI 49007 | SECRETARY, TREASURER & DIR | 4 | $0 |
| JAY GARSIDE 211 SOUTH ROSE STREET, KALAMAZOO, MI 49007 | DIRECTOR | 1 | $0 |
| SARAH A JOHANSSON 211 SOUTH ROSE STREET, KALAMAZOO, MI 49007 | DIRECTOR | 1 | $0 |
| RACHEL WORGESS 211 SOUTH ROSE STREET, KALAMAZOO, MI 49007 | DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- CO GREENLEAF TRUST 211 S ROSE ST, KALAMAZOO, MI 49007-0000
- In care of
- % GREENLEAF TRUST
- Signed the 990-PF
- JAY GARSIDE, SECRETARY/TREASURER
- Phone
- (269) 388-9800
- Return prepared by
- PLANTE & MORAN PLLC
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
- 38-2240062
- 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
- 1979
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $27,537,894
- Income (IRS master file)
- $8,886,421
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $1,999,802 | $2,110,738 | $27,537,894 | XML |
| 990-PF | December 2024 | $2,529,920 | $2,373,413 | $27,648,830 | XML |
| 990-PF | December 2023 | $1,546,641 | $2,182,217 | $27,415,982 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | 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 38-2240062).
Questions about DOROTHY U DALTON FOUNDATION INC
- What is the EIN of DOROTHY U DALTON FOUNDATION INC?
- The employer identification number (EIN) of DOROTHY U DALTON FOUNDATION INC is 38-2240062.
- Is DOROTHY U DALTON FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1979.
- Are donations to DOROTHY U DALTON FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does DOROTHY U DALTON FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of DOROTHY U DALTON FOUNDATION INC 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 DOROTHY U DALTON FOUNDATION INC 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 DOROTHY U DALTON FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does DOROTHY U DALTON FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,999,802, expenses of $2,110,738 and total assets of $27,537,894 at year end.
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