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Nonprofit · EIN 81-5246298

CARL & PHYLLIS DALTON FAMILY FOUNDATION INC

Tax-exempt · DETROIT, MI 48275

Financials

$653K$1.6M2023$1.5M$1.3M2024
Revenue Expenses · by fiscal year end
Financials of CARL & PHYLLIS DALTON FAMILY FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$1,469,481$1,258,696$210,785$18,882,543$0$18,882,543
December 31, 2023990-PF$653,164$1,617,186-$964,022$18,721,233$0$18,721,233
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$79,732
Dividends
$646,466
Net gain from sales of assets
$743,116
Other income
$167

Expenses

Grants and similar amounts paid
$863,230
Compensation of officers, directors and key employees
$78,119
Disbursements for charitable purposes
$871,642
Excise tax on investment income
$13,686

Balance sheet and other

Total assets, start of year
$18,721,233
Total assets, end of year
$18,882,543
Total liabilities, end of year
$0
Net assets, end of year
$18,882,543
Fair market value of assets
$20,828,369
Qualifying distributions
$871,642
Net investment income
$1,371,681

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, 2024, highest compensation first.

NameTitleHours / weekCompensation
Richard Stoffels
PO Box 530086, St Petersburg, FL 33747
Co Fiduciary10$54,119
Daniel Richardson
68 N Canal Drive, Palm Harbor, FL 34684
Co Fiduciary10$24,000
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
Richard Stoffels
6727 1st Ave S Ste 104, St Petersburg, FL 33707
Co Fiduciary10$54,000
Daniel Richardson
68 N Canal Drive, Palm Harbor, FL 34684
Co Fiduciary10$48,000

Address and contacts

Address (IRS master file)
PO BOX 75000, DETROIT, MI 48275-7874
In care of
% RICHARD A STOFFELS
Signed the 990-PF
RICHARD STOFFELS, Vice President
Phone
(561) 961-6228
Return prepared by
KPMG LLP

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, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
81-5246298
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
2018
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$18,882,543
Income (IRS master file)
$7,864,334

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$1,469,481$1,258,696$18,882,543XML
990-PFDecember 2023$653,164$1,617,186$18,721,233XML
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 81-5246298).

Questions about CARL & PHYLLIS DALTON FAMILY FOUNDATION INC

What is the EIN of CARL & PHYLLIS DALTON FAMILY FOUNDATION INC?
The employer identification number (EIN) of CARL & PHYLLIS DALTON FAMILY FOUNDATION INC is 81-5246298.
Is CARL & PHYLLIS DALTON FAMILY FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2018.
Are donations to CARL & PHYLLIS DALTON FAMILY FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does CARL & PHYLLIS DALTON FAMILY FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of CARL & PHYLLIS DALTON FAMILY FOUNDATION INC due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did CARL & PHYLLIS DALTON FAMILY FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of CARL & PHYLLIS DALTON FAMILY FOUNDATION INC?
The 990-PF for the year ended December 31, 2024 lists 2 people; 2 received compensation from the organization, the highest $54,119 (Richard Stoffels, Co Fiduciary).
How much revenue does CARL & PHYLLIS DALTON FAMILY FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $1,469,481, expenses of $1,258,696 and total assets of $18,882,543 at year end.

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