Dorothy U Dalton Foundation Inc
Dorothy U Dalton Foundation Inc is a private foundation based in Kalamazoo, Michigan. Its 2024 filing reports grants to charitable organizations, all of them in Michigan, for purposes including community theater, senior services, health care, violence prevention, and human services.
Dorothy U Dalton Foundation Inc at a glance
In short: Dorothy U Dalton Foundation Inc gave $1.8M across 90 grants in 2025 (avg $20K), mostly in Michigan. 13% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $1,822,900
- -12.5% vs 2024
- Grants made (2025)
- 90
- -10.0% vs 2024
- Average grant
- $20,254
- -2.7% vs 2024
- Median grant
- $11,500
- Total assets
- $27,537,894
- -0.4% vs 2024
- New grantees (estimate)
- 13% first-time grantees (10 of 79, 2025)
- Primary geography
- Michigan (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated November 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Dorothy U Dalton Foundation Inc
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation does not accept unsolicited requests and states that it makes contributions only to preselected charitable organizations. Its 2024 filing lists Tiffany Clubs Greenleaf Trust as the contact and says applicants should submit a brief project or program description and budget. It also states that no grants or loans will be given to individuals.
- Review Cycle
- The 2024 filing says the board meets to act on applications in June, September, and December.
- Deadline
- The 2024 filing says the board meets to act on applications in June, September, and December.
- Contact
Application contact: Tiffany Clubs Greenleaf Trust
Mailing address: 211 South Rose Street, Kalamazoo, MI 49007
Phone: (269) 388-9800
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Dorothy U Dalton Foundation Inc funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Kalamazoo Civic Theatre ($150K). Together the top 10 received $802K.
Organizations only. It also paid 2 grants to individuals ($70,000), which are not listed by name.
Grant Size Distribution
460 grants across all recorded years
The most common grant size was under $50K: 400 grants of 460 (87%).
Geographic Focus
Where this funder awards grants
All grant dollars reported for 2024 went to recipients in Michigan. Listed recipients include organizations in Kalamazoo, Augusta, and Grand Rapids.
Grant Distribution by State
Share of 2025 grant dollars across all 90 itemized grants.
States
Cities
Is Dorothy U Dalton Foundation Inc open to new grantees?
13%
first-time grantees, 2025
In 2025, 10 of 79 grantees (13%) were first-time recipients. First grants averaged $19K; repeat grants $24K. How we count
Medians: $20K first-time, $13K repeat.
- 71% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (−4%). Method
- In 2025 it paid out 89% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $1.7M (2021) to $2.1M (2024). In 2025 it made 90 grants totaling $1.8M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Kalamazoo Civic Theatre Kalamazoo, MI | Kalamazoo civic theatre for kalamazoo civic theatres 97th season, including theatrical, educational and outreach programming | $150,000 |
| YMCA of Greater Kalamazoo Kalamazoo, MI | Ymca of greater kalamazoo for this is y. Building healthy futures for all. | $150,000 |
| Young Women's Christian Association Kalamazoo, MI | Ywca kalamazoo for ywca kalamazoo community impact and violence prevention | $100,000 |
| United Way of South Central Michigan Kalamazoo, MI | United way of south central Michigan for 2025 annual campaign | $65,000 |
| Boys and Girls Club of Greater Kalamazoo Kalamazoo, MI | Boys & girls clubs of greater kalamazoo for boys & girls club general operating grant | $50,000 |
| Bronson Health Foundation Kalamazoo, MI | Bronson health foundation for pediatric subspecialties space expansion at bronson methodist hospital | $50,000 |
| Community Healing Center Kalamazoo, MI | Inpatient Substance Use Disorder Treatment Program | $50,000 |
| Family and Children Services Kalamazoo, MI | Family & children services for family & children services (f&cs) autism assessment & diagnostic services support | $50,000 |
| 2 grants to individuals Recipients not named | — | $70,000 |
| Milestone Senior Services Kalamazoo, MI | Home Repair & Accessibility | $50,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $27,537,894 | $1,999,802 | $2,110,738 | $1,822,900 | 90 | $1,871,958 | $1,882,060 | $2,114,688 |
| 2024 | $27,648,830 | $2,529,920 | $2,373,413 | $2,082,700 | 100 | $2,130,863 | $2,336,570 | $1,989,938 |
| 2023 | $27,415,982 | $1,546,641 | $2,182,217 | $1,956,750 | 94 | $2,009,453 | $1,373,877 | $1,790,411 |
| 2022 | $28,051,558 | $801,588 | $2,123,226 | $1,891,300 | 94 | $1,938,352 | $616,714 | $1,834,713 |
| 2021 | $29,373,196 | $1,555,711 | $1,935,233 | $1,673,300 | 82 | $1,727,454 | $1,367,982 | $2,031,836 |
| 2020 | $29,752,718 | $1,735,936 | $1,976,661 | $1,721,500 | 78 | — | $1,551,979 | $1,736,718 |
Under IRS private-foundation payout rules, Dorothy U Dalton Foundation Inc reported a distributable amount of $2.1M for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2024 grants include support for arts and theater, health and behavioral health services, senior services, violence prevention, child welfare, and community programs.
The grantees’ own descriptions illustrate the range of work supported. Kalamazoo Civic Theatre says its mission is to deliver theatrical productions and educational experiences that build community and encourage conversation. Community Healing Centers says it helps children, families, and adults heal from trauma, addiction, and behavioral and mental health disorders. YWCA Kalamazoo describes its work as dedicated to social justice, raising women’s economic status, and eliminating racism.
Grantmaking
In 2024, the foundation made 100 grants totaling $2,082,700. Grant amounts ranged from $361 to $150,000, with a median of $12,750. Its 2025 filing, the latest on this page, reports 90 grants totaling $1.8 million.
The largest reported grant was $150,000 to Kalamazoo Civic Theatre for its 96th season, including theatrical, educational, and outreach programming. Other notable grants included $100,000 to Milestone Senior Services for its New Home/New Hope capital campaign; $100,000 to Pine Rest Foundation for the Pine Rest Kalamazoo Crisis Stabilization Unit; and $100,000 to Young Women’s Christian Association for YWCA Kalamazoo’s sexual assault violence prevention program. The foundation also awarded $63,732 to United Way of an individual recipient for its annual campaign and $50,000 each to several organizations, including Bronson Health Foundation, Cheff Therapeutic Riding Center, Community Healing Centers, Family and Children Services, Gryphon Place, Kalamazoo Community Foundation, and Sherman Lake YMCA Outdoor Center.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Judy K Jolliffe as president and director; Jay Garside as secretary, treasurer, and director; and Christopher Burns, Sarah A Johansson, and Rachel Worgess as directors.
Dorothy U Dalton Foundation Inc is led by Rachel Worgess, President & Director since 2025 (on filings since 2020); none of the 5 officers listed in 2025 report compensation.
Officers on the 2025 filing
Rachel Worgess
President & Director
Director → President & Director, 2025
On filings since 2020
1 hr/week
No compensation reported
Jay Garside
Secretary, Treasurer & Director
Director → Secretary, Treasurer & Director, 2024
On filings since 2020
4 hrs/week
No compensation reported
Judy K. Jolliffe
Director
President & Director → Director, 2025
On filings since 2020
1 hr/week
No compensation reported
Sarah A. Johansson
Director
On filings since 2020
1 hr/week
No compensation reported
Christopher Burns
Director
On filings since 2024
1 hr/week
No compensation reported
Former officers (2)
- Former: Beverly J. Whaley (2022–2023) — Secretary, Treasurer & Director
- Former: Ronald N. Kilgore (2020–2021) — Secretary, Treasurer & Director
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Dorothy U Dalton Foundation Inc
How much does Dorothy U Dalton Foundation Inc give each year?
Dorothy U Dalton Foundation Inc gave $1.8M across 90 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $2.1M across 100 grants.
What is Dorothy U Dalton Foundation Inc's typical grant size?
Dorothy U Dalton Foundation Inc's median grant in 2025 was $11,500, and its average grant was $20,254, across 90 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Dorothy U Dalton Foundation Inc that year got $19K on average.
Where does Dorothy U Dalton Foundation Inc give grants?
Dorothy U Dalton Foundation Inc gives mostly in Michigan: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Kalamazoo, MI (77 grants), Portage, MI (5 grants) and Augusta, MI (2 grants).
Does Dorothy U Dalton Foundation Inc give general operating support?
Yes: 17% of Dorothy U Dalton Foundation Inc's 2025 grants with a stated purpose (15 of 90) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Dorothy U Dalton Foundation Inc's largest grantees?
Dorothy U Dalton Foundation Inc's largest 2025 grantees include Kalamazoo Civic Theatre ($150,000), YMCA of Greater Kalamazoo ($150,000) and Young Women's Christian Association ($100,000), according to its 2025 IRS Form 990-PF. It also paid 2 grants to individuals ($70,000), which are not listed by name. Together they received 22% of its itemized 2025 grant dollars.
How large is Dorothy U Dalton Foundation Inc?
Dorothy U Dalton Foundation Inc reported $27.5M in total assets on its 2025 IRS Form 990-PF. It paid out $1.9M in qualifying distributions that year, against a required minimum of $2.1M (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does Dorothy U Dalton Foundation Inc fund?
No mission statement for the foundation is provided. Its 2024 grants include support for arts and theater, health and behavioral health services, senior services, violence prevention, child welfare, and community programs. See mission & focus areas ↑
How do I apply for a grant from Dorothy U Dalton Foundation Inc?
The foundation does not accept unsolicited requests and states that it makes contributions only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Dorothy U Dalton Foundation Inc's EIN?
Dorothy U Dalton Foundation Inc's EIN (Employer Identification Number) is 38-2240062. IRS Form 990 filing data is available on this page for 2020–2025.
Does Dorothy U Dalton Foundation Inc accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated November 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS September 10, 2026)
- IRS filings on file for fiscal years 2020–2024
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Cite this profile
Grantable. (2026). Dorothy U Dalton Foundation Inc funder profile. GrantGraph. Retrieved November 5, 2026, from https://grantable.co/funders/dorothy-u-dalton-foundation-inc-morg_2caf58aa4d164c5a994037e46ccb6caa
BibTeX
@misc{grantable_382240062_2026,
author = {{Grantable}},
title = {{Dorothy U Dalton Foundation Inc funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/dorothy-u-dalton-foundation-inc-morg_2caf58aa4d164c5a994037e46ccb6caa},
note = {Accessed 2026-11-05. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Dorothy U Dalton Foundation Inc's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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