Nonprofit · EIN 58-6345013
DALTON-WHITFIELD ADDITIONAL TR
Also known as HOWARD GARY L TTEE
Tax-exempt · DALTON, GA 30722
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $5,131,598 | $294,403 | $4,837,195 | $61,709,991 | $793,910 | $60,916,081 |
| September 30, 2024 | 990 | $3,235,948 | $268,759 | $2,967,189 | $58,258,582 | $786,548 | $57,472,034 |
| September 30, 2023 | 990 | $1,460,885 | $276,365 | $1,184,520 | $51,017,127 | $799,917 | $50,217,210 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $5,131,598
- Net gain from sales of assets
- $3,686,556
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $7,561
- Management and general (functional)
- $294,403
Balance sheet and other
- Total assets, start of year
- $58,258,582
- Total assets, end of year
- $61,709,991
- Total liabilities, end of year
- $793,910
- Net assets, end of year
- $60,916,081
- Publicly traded securities
- $56,860,555
- Net assets with donor restrictions
- $60,916,081
- Gross receipts
- $38,528,370
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1996
- State of legal domicile
- GA
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 for the year ended September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JEFFREY D MYERS | PRESIDENT/CEO Trustee or director, Officer | 1 | $0 | $2,822,417 | $121,719 |
| JOHN T MINOR | TRUSTEE, COMMITTEE CHAIRMAN Trustee or director | 1 | $0 | $0 | $0 |
| J DAVID GREGG | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| BRYAN E MCALLISTER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| W SCOTT SELLERS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| HENRY C THARPE JR | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JERRY T WATKINS JR | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended September 30, 2024: 7 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JEFFREY D MYERS | PRESIDENT/CEO Trustee or director, Officer | 1 | $0 | $1,554,539 | $119,279 |
| JOHN T MINOR | TRUSTEE, COMMITTEE CHAIRMAN Trustee or director | 1 | $0 | $0 | $0 |
| J DAVID GREGG | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| BRYAN E MCALLISTER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| W SCOTT SELLERS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| HENRY C THARPE JR | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JERRY T WATKINS JR | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended September 30, 2023: 7 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JEFFREY D MYERS | PRESIDENT/CEO Trustee or director, Officer | 1 | $0 | $1,609,084 | $135,112 |
| JOHN T MINOR | TRUSTEE, COMMITTEE CHAIRMAN Trustee or director | 1 | $0 | $0 | $0 |
| WALTER M JONES JR | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| BRYAN E MCALLISTER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| W SCOTT SELLERS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| HENRY C THARPE JR | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JERRY T WATKINS JR | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1168, DALTON, GA 30722-1168
- In care of
- % DALTON-WHITFIELD COUNTY HOSPITAL
- Principal officer (990 for 2024)
- JULIE A SOEKORO, PO BOX 1168, DALTON, GA 307221168
- Signed the 990
- STEVEN P BRIDENSTINE, TAX OFFICER
- Phone
- (706) 272-6115
- Return prepared by
- PYA P C
Mission
THE DALTON-WHITFIELD ADDITIONAL TRUST WAS ESTABLISHED FOR THE PURPOSE OF PROVIDING HEALTHCARE SERVICES TO THE INDIGENT OF DALTON AND WHITFIELD COUNTY.
Program accomplishments
- FUNDS DISTRIBUTED TO PROVIDE HEALTHCARE SERVICES FOR THE INDIGENT. THE DALTON-WHITFIELD ADDITIONAL TRUST WAS ESTABLISHED FOR THE PURPOSE OF PROVIDING HEALTHCARE SERVICES TO THE INDIGENT OF DALTON AND WHITFIELD COUNTY. DUE TO SUSTAINED INVESTMENT LOSSES, NO FUNDS WERE PROVIDED DURING THE YEAR ENDED SEPTEMBER 30, 2025 TO HAMILTON MEDICAL CENTER FOR HEALTHCARE SERVICES PROVIDED TO THE INDIGENT.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 15, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 16, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 17, 2025 | 990 on file |
IRS record
- EIN
- 58-6345013
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1998
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E120)
- Assets (IRS master file)
- $61,709,991
- Income (IRS master file)
- $38,528,370
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | – | – | – | IRS |
| 990 | September 2024 | – | – | – | IRS |
| 990 | September 2023 | $1,460,885 | $276,365 | $51,017,127 | IRS |
| 990 | September 2022 | $2,205,658 | $332,938 | $48,473,607 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 2018 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about DALTON-WHITFIELD ADDITIONAL TR
- What is the EIN of DALTON-WHITFIELD ADDITIONAL TR?
- The employer identification number (EIN) of DALTON-WHITFIELD ADDITIONAL TR is 58-6345013.
- Is DALTON-WHITFIELD ADDITIONAL TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to DALTON-WHITFIELD ADDITIONAL TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does DALTON-WHITFIELD ADDITIONAL TR file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of DALTON-WHITFIELD ADDITIONAL TR due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did DALTON-WHITFIELD ADDITIONAL TR last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of DALTON-WHITFIELD ADDITIONAL TR?
- The 990 for the year ended September 30, 2025 names JULIE A SOEKORO.
- Who are the officers and directors of DALTON-WHITFIELD ADDITIONAL TR?
- The 990 for the year ended September 30, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does DALTON-WHITFIELD ADDITIONAL TR have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $5,131,598, expenses of $294,403 and total assets of $61,709,991 at year end.
Other nonprofits in DALTON
- HAMILTON MEDICAL CENTER INC EIN 58-1519911 · last filed 990 for 2025
- HLTC INC EIN 58-2341574 · last filed 990 for 2025
- HAMILTON PHYSICIAN GROUP INC EIN 27-1198701 · last filed 990 for 2025
- HAMILTON HEALTH CARE SYSTEM INC EIN 58-1519913 · last filed 990 for 2025
- WHITFIELD HEALTHCARE FOUNDATION INC EIN 51-0175056 · last filed 990 for 2025
- HAMILTON AMBULATORY SURGERY CENTER INC EIN 58-2654791 · last filed 990 for 2025
- HAMILTON EMERGENCY MEDICAL SERVICES INC EIN 58-1651002 · last filed 990 for 2025
- DEO CLINIC INC EIN 46-0789000 · last filed 990 for 2025