Nonprofit · EIN 38-3352930
MARGARET DUNNING FOUNDATION
Tax-exempt · TRAVERSE CITY, MI 49684
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $1,925,878 | $1,646,161 | $279,717 | $25,238,919 | $333,097 | $24,905,822 |
| December 31, 2024 | 990-PF | $1,544,911 | $1,686,895 | -$141,984 | $24,772,734 | $234,580 | $24,538,154 |
| December 31, 2023 | 990-PF | $526,883 | $1,169,872 | -$642,989 | $24,777,638 | $97,500 | $24,680,138 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $874,564
- Net gain from sales of assets
- $1,040,254
- Other income
- $11,060
Expenses
- Grants and similar amounts paid
- $1,229,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $1,389,993
- Excise tax on investment income
- $25,259
Balance sheet and other
- Total assets, start of year
- $24,772,734
- Total assets, end of year
- $25,238,919
- Total liabilities, end of year
- $333,097
- Net assets, end of year
- $24,905,822
- Fair market value of assets
- $29,589,927
- Qualifying distributions
- $1,389,993
- Net investment income
- $1,925,878
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 |
|---|---|---|---|
| ROBERT M STULBERG 125 PARK STREET SUITE 375, TRAVERSE CITY, MI 49684 | PRESIDENT AND DIRECTOR | 1 | $0 |
| ROBIN FERRIBY 125 PARK STREET SUITE 375, TRAVERSE CITY, MI 49684 | SECRETARY AND DIRECTOR | 1 | $0 |
| LOIS STULBERG 125 PARK STREET SUITE 375, TRAVERSE CITY, MI 49684 | VICE PRESIDENT AND DIRECTO | 1 | $0 |
| ROBERT APPEL 125 PARK STREET SUITE 375, TRAVERSE CITY, MI 49684 | TREASURER AND DIRECTOR | 1 | $0 |
| JEFFREY RAGLAND 125 PARK STREET SUITE 375, TRAVERSE CITY, MI 49684 | DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT M STULBERG 125 PARK STREET SUITE 375, TRAVERSE CITY, MI 49684 | PRESIDENT AND DIRECTOR | 1 | $0 |
| ROBIN FERRIBY 125 PARK STREET SUITE 375, TRAVERSE CITY, MI 49684 | SECRETARY AND DIRECTOR | 1 | $0 |
| LOIS STULBERG 125 PARK STREET SUITE 375, TRAVERSE CITY, MI 49684 | VICE PRESIDENT AND DIRECTO | 1 | $0 |
| ROBERT APPEL 125 PARK STREET SUITE 375, TRAVERSE CITY, MI 49684 | TREASURER AND DIRECTOR | 1 | $0 |
| JEFFREY RAGLAND 125 PARK STREET SUITE 375, TRAVERSE CITY, MI 49684 | DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT M STULBERG 125 PARK STREET SUITE 375, TRAVERSE CITY, MI 49684 | PRESIDENT AND DIRECTOR | 1 | $0 |
| ROBIN FERRIBY 125 PARK STREET SUITE 375, TRAVERSE CITY, MI 49684 | SECRETARY AND DIRECTOR | 1 | $0 |
| LOIS STULBERG 125 PARK STREET SUITE 375, TRAVERSE CITY, MI 49684 | VICE PRESIDENT AND DIRECTO | 1 | $0 |
| ROBERT APPEL 125 PARK STREET SUITE 375, TRAVERSE CITY, MI 49684 | TREASURER AND DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 125 S PARK ST STE 375, TRAVERSE CITY, MI 49684-3601
- In care of
- % MARGARET DUNNING
- Signed the 990-PF
- ROBERT STULBERG, PRESIDENT
- Phone
- (313) 568-9000
- Website
- WWW.MARGARETDUNNINGFDN.ORG
- Return prepared by
- BLUE & CO LLC
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
- 38-3352930
- 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
- 1997
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $25,238,919
- Income (IRS master file)
- $4,837,254
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $1,925,878 | $1,646,161 | $25,238,919 | IRS |
| 990-PF | December 2024 | $1,544,911 | $1,686,895 | $24,772,734 | IRS |
| 990-PF | December 2023 | $526,883 | $1,169,872 | $24,777,638 | 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 38-3352930).
Questions about MARGARET DUNNING FOUNDATION
- What is the EIN of MARGARET DUNNING FOUNDATION?
- The employer identification number (EIN) of MARGARET DUNNING FOUNDATION is 38-3352930.
- Is MARGARET DUNNING FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to MARGARET DUNNING FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MARGARET DUNNING FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MARGARET DUNNING FOUNDATION 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 MARGARET DUNNING FOUNDATION 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 MARGARET DUNNING FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does MARGARET DUNNING FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,925,878, expenses of $1,646,161 and total assets of $25,238,919 at year end.
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