Dorothy U Dalton Foundation Inc
The Dorothy U Dalton Foundation Inc is a private foundation based in Kalamazoo, Michigan, incorporated in 1978 as successor to the Dorothy U. Dalton Foundation Trust. The foundation operates as a 501(c)(3) tax-exempt organization and has been tax-exempt since March 1979.
Key facts about Dorothy U Dalton Foundation Inc
- EIN
- 38-2240062
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $2,082,700
- Grants made (2024)
- 100
- Average grant
- $20,827
- Median grant
- $12,750
- New grantees (estimate)
- 33% first-time grantees (27 of 81, 2024)
- Total assets
- $27,648,830
- Primary geography
- Michigan (100% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
Who Dorothy U Dalton Foundation Inc funds
By grant dollars, the top recipient states for Dorothy U Dalton Foundation Inc's 100 itemized 2024 grants were Michigan (100%). The most frequent recipient cities were Kalamazoo, MI (84 grants), Portage, MI (6 grants), Augusta, MI (4 grants) and Lansing, MI (2 grants). 14% of grants with a stated purpose were for general or operating support.
Is Dorothy U Dalton Foundation Inc open to new grantees?
33%
first-time grantees, 2024
In 2024, 27 of 81 grantees (33%) were first-time recipients. First grants averaged $35K; repeat grants $21K. How we count
Medians: $20K first-time, $15K repeat.
- 59% of 2024 grantees were also funded in 2023. Method
- Giving grew 24% from 2021 to 2024. Method
- In 2024 it paid out 107% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized IRS Form 990-PF grant lists (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Next steps with Dorothy U Dalton Foundation Inc
- How to evaluate Dorothy U Dalton Foundation Inc as a funder
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Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$27.6M
+0.8% YoY
Annual Giving
$2.1M
+6.4% YoY
Grant Count
100
+6.4% YoY
Avg Grant Size
$21K
+0.1% YoY
Under IRS private-foundation payout rules, Dorothy U Dalton Foundation Inc reported a distributable amount of $2.0M for 2024 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The Dorothy U. Dalton Foundation supports Civic, Cultural, Education, Health, Housing, and Human Services causes through a tri-annual grant process. The foundation's giving primarily focuses on the arts and human services.
Grantmaking
The foundation operates on a tri-annual grant cycle with application deadlines in May, August, and November. Typical grant awards range from $361 to $150,000.
Review Cycle
with application deadlines in May, August, and November. Typical grant awards range from $361 to $150,000.
Ready to take the next step with Dorothy U Dalton Foundation Inc?
Geographic Focus
Where this funder awards grants
The foundation primarily funds organizations and programs in the Greater Kalamazoo County Area in Michigan.
Grant Distribution by State
Share of all 100 itemized 2024 grant dollars.
States
Cities
Financial History
Multi-year comparison from IRS filings
As of 2024:
- Total Assets: $27,648,830
- Total Revenues: $2,529,920
- Total Expenses: $2,373,413
- Total Giving: $2,082,700
As of 2023:
- Total Assets: $27.4 Million
- Total Revenue: $1.55 Million
- Total Expenses: $2.18 Million
- Total Liabilities: $0
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $27,648,830 | $27,415,982 | $28,051,558 |
| Revenue | $2,529,920 | $1,546,641 | $801,588 |
| Expenses | $2,373,413 | $2,182,217 | $2,123,226 |
| Qualifying Distributions | $2,130,863 | $2,009,453 | $1,938,352 |
| Net Investment Income | $2,336,570 | $1,373,877 | $616,714 |
| Distributable Amount | $1,989,938 | $1,790,411 | $1,834,713 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
448 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest recipients include Kalamazoo Civic Theatre ($150,000), Young Women's Christian Association ($130,000 across 2 grants), Milestone Senior Services ($100,000).
| Recipient | Purpose | Amount |
|---|---|---|
| KALAMAZOO CIVIC THEATRE Kalamazoo, MI | KALAMAZOO CIVIC THEATRES 96TH SEASON, INCLUDING THEATRICAL, EDUCATIONAL AND OUTREACH PROGRAMMING | $150,000 |
| MILESTONE SENIOR SERVICES Kalamazoo, MI | NEW HOME/NEW HOPE CAPITAL CAMPAIGN | $100,000 |
| PINE REST FOUNDATION Grand Rapids, MI | CAPITAL REQUEST FOR PINE REST KALAMAZOO CRISIS STABILIZATION UNIT | $100,000 |
| YOUNG WOMEN'S CHRISTIAN ASSOCIATION Kalamazoo, MI | YWCA KALAMAZOO SEXUAL ASSAULT VIOLENCE PREVENTION PROGRAM | $100,000 |
| UNITED WAY OF SOUTH CENTRAL MICHIGAN Kalamazoo, MI | 2024 WINTER GRANT FOR 2024 ANNUAL CAMPAIGN | $63,732 |
| BRONSON HEALTH FOUNDATION Kalamazoo, MI | NEW KALAMAZOO URGENT CARE CENTER | $50,000 |
| CHEFF THERAPEUTIC RIDING CENTER Augusta, MI | 2024 WINTER GRANT FOR RAISE THE ROOF-UNBRIDLE POTENTIAL CAPITAL CAMPAIGN | $50,000 |
| COMMUNITY HEALING CENTERS Kalamazoo, MI | INPATIENT SUBSTANCE USE DISORDER TREATMENT & OUTPATIENT RECOVERY SERVICES, COMMUNITY HEALING CENTERS | $50,000 |
| FAMILY AND CHILDREN SERVICES INC Kalamazoo, MI | FAMILY & CHILDREN SERVICES CHILD WELFARE PROGRAM SUPPORT | $50,000 |
| GRYPHON PLACE Kalamazoo, MI | 2024 WINTER GRANT APPROVED FOR COMMUNITY INFORMATION EXCHANGE (CIE) | $50,000 |
Leadership & Key People
Leadership team and compensation from IRS filings
Ronald N. Kilgore of Greenleaf Trust serves as the contact person for the foundation.
Compensation Overview
No officer or director reported compensation in the available filings.
From 2024 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Judy K Jolliffe | President & Director | 1 | — |
| Jay Garside | Secretary, Treasurer & Director | 4 | — |
| Christopher Burns | Director | 1 | — |
| Sarah a Johansson | Director | 1 | — |
| Rachel Worgess | Director | 1 | — |
Frequently Asked Questions
What does Dorothy U Dalton Foundation Inc fund?
The Dorothy U. Dalton Foundation supports Civic, Cultural, Education, Health, Housing, and Human Services causes through a tri-annual grant process. The foundation's giving primarily focuses on the arts and human services.
How do I apply for a grant from Dorothy U Dalton Foundation Inc?
The foundation operates on a tri-annual grant cycle with application deadlines in May, August, and November. Typical grant awards range from $361 to $150,000. **Application Requirements:** • Non-profit organizations and programs in the Greater Kalamazoo County Area are eligible to apply • First-time applicants and organizations that have not received funds from the Foundation within the last three years must contact the foundation before applying • Organizations outside the greater Kalamazoo ar…
Where does Dorothy U Dalton Foundation Inc make grants?
The foundation primarily funds organizations and programs in the Greater Kalamazoo County Area in Michigan.
What size grants does Dorothy U Dalton Foundation Inc award?
In 2024, Dorothy U Dalton Foundation Inc awarded 100 grants totaling $2.1M — an average of about $21K per grant, based on its IRS Form 990 filings.
How much is Dorothy U Dalton Foundation Inc required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Dorothy U Dalton Foundation Inc reported a distributable amount of $2.0M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.