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Nonprofit · EIN 38-3607246

W S AND LOIS VANDALSON FOUNDATION

Tax-exempt · KALAMAZOO, MI 49009

Financials

$465K$726K2023$847K$792K2024$1.1M$806K2025
Revenue Expenses · by fiscal year end
Financials of W S AND LOIS VANDALSON FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$1,094,179$806,186$287,993$11,988,680$0$11,988,680
December 31, 2024990-PF$847,427$791,937$55,490$11,700,687$0$11,700,687
December 31, 2023990-PF$464,863$725,978-$261,115$11,645,197$0$11,645,197
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$409,796
Net gain from sales of assets
$684,383

Expenses

Grants and similar amounts paid
$707,000
Compensation of officers, directors and key employees
$9,000
Disbursements for charitable purposes
$714,067
Excise tax on investment income
$14,134

Balance sheet and other

Total assets, start of year
$11,700,687
Total assets, end of year
$11,988,680
Total liabilities, end of year
$0
Net assets, end of year
$11,988,680
Fair market value of assets
$16,998,110
Qualifying distributions
$714,067
Net investment income
$1,094,179

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.

NameTitleHours / weekCompensation
SYDNEY E PARFET
9734 WEST GULL LAKE DRIVE, RICHLAND, MI 49083
VICE-PRESIDENT/ASSISTANT S0.5$3,000
BARBARA L JAMES
2252 W GLENEAGLE DRIVE, KALAMAZOO, MI 49048
TREASURER0.5$3,000
REX L BELL
6549 HOLLISON DRIVE, KALAMAZOO, MI 49009
PRESIDENT/BOARD CHAIR/SECR0.5$3,000
990-PF for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
SYDNEY E PARFET
9734 WEST GULL LAKE DRIVE, RICHLAND, MI 49083
VICE-PRESIDENT/ASSISTANT S0.5$3,000
BARBARA L JAMES
2252 W GLENEAGLE DRIVE, KALAMAZOO, MI 49048
TREASURER0.5$3,000
REX L BELL
6549 HOLLISON DRIVE, KALAMAZOO, MI 49009
PRESIDENT/BOARD CHAIR/SECR0.5$3,000
ALFRED J GEMRICH
2347 WEST DOWLING ROAD, DELTON, MI 49046
ASSISTANT TREASURER0.25$2,500
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
ALFRED J GEMRICH
2347 WEST DOWLING ROAD, DELTON, MI 49046
ASSISTANT TREASURER0.5$3,000
SYDNEY E PARFET
9734 WEST GULL LAKE DRIVE, RICHLAND, MI 49083
VICE-PRESIDENT/ASSISTANT S0.5$3,000
BARBARA L JAMES
2252 W GLENEAGLE DRIVE, KALAMAZOO, MI 49048
TREASURER0.5$3,000
REX L BELL
6549 HOLLISON DRIVE, KALAMAZOO, MI 49009
PRESIDENT/BOARD CHAIR/SECR0.5$3,000

Address and contacts

Address (IRS master file)
6549 HOLLISON DR, KALAMAZOO, MI 49009-8095
In care of
% ALFRED J GEMRICH
Signed the 990-PF
ALFRED J GEMRICH, TREASURER
Phone
(269) 998-9585
Return prepared by
JAMES & SPRINGGATE PLC

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
38-3607246
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
2001
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$11,988,680
Income (IRS master file)
$4,547,289

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$1,094,179$806,186$11,988,680IRS
990-PFDecember 2024$847,427$791,937$11,700,687IRS
990-PFDecember 2023$464,863$725,978$11,645,197XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 38-3607246).

Questions about W S AND LOIS VANDALSON FOUNDATION

What is the EIN of W S AND LOIS VANDALSON FOUNDATION?
The employer identification number (EIN) of W S AND LOIS VANDALSON FOUNDATION is 38-3607246.
Is W S AND LOIS VANDALSON FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
Are donations to W S AND LOIS VANDALSON FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does W S AND LOIS VANDALSON FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of W S AND LOIS VANDALSON 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 W S AND LOIS VANDALSON 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 W S AND LOIS VANDALSON FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 3 people; 3 received compensation from the organization, the highest $3,000 (SYDNEY E PARFET, VICE-PRESIDENT/ASSISTANT S).
How much revenue does W S AND LOIS VANDALSON FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,094,179, expenses of $806,186 and total assets of $11,988,680 at year end.

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