DALTON WHITFIELD ADDITIONAL TRUST is a USA domiciled entity or foreign entity operating in the USA. The EIN ihas been issued by the IRS
2023-09-30 |
---|
Total unrelated business income | USD $ 0 |
Net unrelated business income | USD $ 0 |
Program Service Revenue from prior year | USD $ 0 |
Program Service Revenue from current year | USD $ 0 |
Investment Income from prior year | USD $ 2,205,658 |
Investment Income from current year | USD $ 1,460,885 |
Other Revenue from prior year | USD $ 0 |
Other Revenue from current year | USD $ 0 |
Gross receipts from all sources | USD $ 14,678,176 |
Net assets / fund balances at end of fiscal year | USD $ 50,217,210 |
Net assets / fund balances at beginning of fiscal year | USD $ 47,665,496 |
Total liabilities at end of fiscal year | USD $ 799,917 |
Total liabilities at beginning of fiscal year | USD $ 808,111 |
Total assets at end of fiscal year | USD $ 51,017,127 |
Total assets at beginning of fiscal year | USD $ 48,473,607 |
Revenues less expenses for current year | USD $ 1,184,520 |
Revenues less expenses for previous year | USD $ 1,872,720 |
Total expenses for current year | USD $ 276,365 |
Total expenses for previous year | USD $ 332,938 |
Other expenses in current year | USD $ 276,365 |
Other expenses in previous year | USD $ 332,938 |
Total fundraising expenses in current year | USD $ 0 |
Professional fundraising fees from current year | USD $ 0 |
Professional fundraising fees from previous year | USD $ 0 |
Employee salary and benefits paid in current year | USD $ 0 |
Employee salary and benefits paid in previous year | USD $ 0 |
Benefits paid to or for members in current year | USD $ 0 |
Benefits paid to or for members in previous year | USD $ 0 |
Grants and similar amounts paid in current year | USD $ 0 |
Grants and similar amounts paid in previous year | USD $ 0 |
Total revenue in current fiscal year | USD $ 1,460,885 |
Total revenue in previous fiscal year | USD $ 2,205,658 |
Contributions and grants from current year | USD $ 0 |
Contributions and grants from previous year | USD $ 0 |
2022-09-30 |
---|
Total unrelated business income | USD $ 0 |
Net unrelated business income | USD $ 0 |
Program Service Revenue from prior year | USD $ 0 |
Program Service Revenue from current year | USD $ 0 |
Investment Income from prior year | USD $ 4,019,003 |
Investment Income from current year | USD $ 2,205,658 |
Other Revenue from prior year | USD $ 0 |
Other Revenue from current year | USD $ 0 |
Gross receipts from all sources | USD $ 21,611,561 |
Net assets / fund balances at end of fiscal year | USD $ 47,665,496 |
Net assets / fund balances at beginning of fiscal year | USD $ 54,909,344 |
Total liabilities at end of fiscal year | USD $ 808,111 |
Total liabilities at beginning of fiscal year | USD $ 4,307,584 |
Total assets at end of fiscal year | USD $ 48,473,607 |
Total assets at beginning of fiscal year | USD $ 59,216,928 |
Revenues less expenses for current year | USD $ 1,872,720 |
Revenues less expenses for previous year | USD $ 147,793 |
Total expenses for current year | USD $ 332,938 |
Total expenses for previous year | USD $ 3,871,490 |
Other expenses in current year | USD $ 332,938 |
Other expenses in previous year | USD $ 371,490 |
Total fundraising expenses in current year | USD $ 0 |
Professional fundraising fees from current year | USD $ 0 |
Professional fundraising fees from previous year | USD $ 0 |
Employee salary and benefits paid in current year | USD $ 0 |
Employee salary and benefits paid in previous year | USD $ 0 |
Benefits paid to or for members in current year | USD $ 0 |
Benefits paid to or for members in previous year | USD $ 0 |
Grants and similar amounts paid in current year | USD $ 0 |
Grants and similar amounts paid in previous year | USD $ 3,500,000 |
Total revenue in current fiscal year | USD $ 2,205,658 |
Total revenue in previous fiscal year | USD $ 4,019,283 |
Contributions and grants from current year | USD $ 0 |
Contributions and grants from previous year | USD $ 280 |
2021-09-30 |
---|
Total unrelated business income | USD $ 0 |
Net unrelated business income | USD $ 0 |
Program Service Revenue from prior year | USD $ 0 |
Program Service Revenue from current year | USD $ 0 |
Investment Income from prior year | USD $ 2,996,800 |
Investment Income from current year | USD $ 4,019,003 |
Other Revenue from prior year | USD $ 0 |
Other Revenue from current year | USD $ 0 |
Gross receipts from all sources | USD $ 23,212,021 |
Net assets / fund balances at end of fiscal year | USD $ 54,909,344 |
Net assets / fund balances at beginning of fiscal year | USD $ 50,515,306 |
Total liabilities at end of fiscal year | USD $ 4,307,584 |
Total liabilities at beginning of fiscal year | USD $ 817,207 |
Total assets at end of fiscal year | USD $ 59,216,928 |
Total assets at beginning of fiscal year | USD $ 51,332,513 |
Revenues less expenses for current year | USD $ 147,793 |
Revenues less expenses for previous year | USD $ 1,219,841 |
Total expenses for current year | USD $ 3,871,490 |
Total expenses for previous year | USD $ 1,777,399 |
Other expenses in current year | USD $ 371,490 |
Other expenses in previous year | USD $ 356,941 |
Total fundraising expenses in current year | USD $ 0 |
Professional fundraising fees from current year | USD $ 0 |
Professional fundraising fees from previous year | USD $ 0 |
Employee salary and benefits paid in current year | USD $ 0 |
Employee salary and benefits paid in previous year | USD $ 0 |
Benefits paid to or for members in current year | USD $ 0 |
Benefits paid to or for members in previous year | USD $ 0 |
Grants and similar amounts paid in current year | USD $ 3,500,000 |
Grants and similar amounts paid in previous year | USD $ 1,420,458 |
Total revenue in current fiscal year | USD $ 4,019,283 |
Total revenue in previous fiscal year | USD $ 2,997,240 |
Contributions and grants from current year | USD $ 280 |
Contributions and grants from previous year | USD $ 440 |
2020-09-30 |
---|
Total unrelated business income | USD $ 0 |
Net unrelated business income | USD $ 0 |
Program Service Revenue from prior year | USD $ 0 |
Program Service Revenue from current year | USD $ 0 |
Investment Income from prior year | USD $ 1,561,695 |
Investment Income from current year | USD $ 2,996,800 |
Other Revenue from prior year | USD $ 0 |
Other Revenue from current year | USD $ 0 |
Gross receipts from all sources | USD $ 31,691,451 |
Net assets / fund balances at end of fiscal year | USD $ 50,515,306 |
Net assets / fund balances at beginning of fiscal year | USD $ 48,381,079 |
Total liabilities at end of fiscal year | USD $ 817,207 |
Total liabilities at beginning of fiscal year | USD $ 1,647,631 |
Total assets at end of fiscal year | USD $ 51,332,513 |
Total assets at beginning of fiscal year | USD $ 50,028,710 |
Revenues less expenses for current year | USD $ 1,219,841 |
Revenues less expenses for previous year | USD $ -1,311,295 |
Total expenses for current year | USD $ 1,777,399 |
Total expenses for previous year | USD $ 2,873,510 |
Other expenses in current year | USD $ 356,941 |
Other expenses in previous year | USD $ 348,003 |
Total fundraising expenses in current year | USD $ 0 |
Professional fundraising fees from current year | USD $ 0 |
Professional fundraising fees from previous year | USD $ 0 |
Employee salary and benefits paid in current year | USD $ 0 |
Employee salary and benefits paid in previous year | USD $ 0 |
Benefits paid to or for members in current year | USD $ 0 |
Benefits paid to or for members in previous year | USD $ 0 |
Grants and similar amounts paid in current year | USD $ 1,420,458 |
Grants and similar amounts paid in previous year | USD $ 2,525,507 |
Total revenue in current fiscal year | USD $ 2,997,240 |
Total revenue in previous fiscal year | USD $ 1,562,215 |
Contributions and grants from current year | USD $ 440 |
Contributions and grants from previous year | USD $ 520 |
2019-09-30 |
---|
Total unrelated business income | USD $ 0 |
Net unrelated business income | USD $ 0 |
Program Service Revenue from prior year | USD $ 0 |
Program Service Revenue from current year | USD $ 0 |
Investment Income from prior year | USD $ 3,248,144 |
Investment Income from current year | USD $ 1,561,695 |
Other Revenue from prior year | USD $ 0 |
Other Revenue from current year | USD $ 0 |
Gross receipts from all sources | USD $ 38,175,170 |
Net assets / fund balances at end of fiscal year | USD $ 48,381,079 |
Net assets / fund balances at beginning of fiscal year | USD $ 49,063,624 |
Total liabilities at end of fiscal year | USD $ 1,647,631 |
Total liabilities at beginning of fiscal year | USD $ 1,637,481 |
Total assets at end of fiscal year | USD $ 50,028,710 |
Total assets at beginning of fiscal year | USD $ 50,701,105 |
Revenues less expenses for current year | USD $ -1,311,295 |
Revenues less expenses for previous year | USD $ -344,088 |
Total expenses for current year | USD $ 2,873,510 |
Total expenses for previous year | USD $ 3,592,822 |
Other expenses in current year | USD $ 348,003 |
Other expenses in previous year | USD $ 300,000 |
Total fundraising expenses in current year | USD $ 0 |
Professional fundraising fees from current year | USD $ 0 |
Professional fundraising fees from previous year | USD $ 0 |
Employee salary and benefits paid in current year | USD $ 0 |
Employee salary and benefits paid in previous year | USD $ 0 |
Benefits paid to or for members in current year | USD $ 0 |
Benefits paid to or for members in previous year | USD $ 0 |
Grants and similar amounts paid in current year | USD $ 2,525,507 |
Grants and similar amounts paid in previous year | USD $ 3,292,822 |
Total revenue in current fiscal year | USD $ 1,562,215 |
Total revenue in previous fiscal year | USD $ 3,248,734 |
Contributions and grants from current year | USD $ 520 |
Contributions and grants from previous year | USD $ 590 |
2018-09-30 |
---|
Total unrelated business income | USD $ 0 |
Net unrelated business income | USD $ 0 |
Program Service Revenue from prior year | USD $ 0 |
Program Service Revenue from current year | USD $ 0 |
Investment Income from prior year | USD $ 1,896,283 |
Investment Income from current year | USD $ 3,248,144 |
Other Revenue from prior year | USD $ 0 |
Other Revenue from current year | USD $ 0 |
Gross receipts from all sources | USD $ 15,561,095 |
Net assets / fund balances at end of fiscal year | USD $ 49,063,624 |
Net assets / fund balances at beginning of fiscal year | USD $ 49,641,053 |
Total liabilities at end of fiscal year | USD $ 1,637,481 |
Total liabilities at beginning of fiscal year | USD $ 1,412,982 |
Total assets at end of fiscal year | USD $ 50,701,105 |
Total assets at beginning of fiscal year | USD $ 51,054,035 |
Revenues less expenses for current year | USD $ -344,088 |
Revenues less expenses for previous year | USD $ -1,167,592 |
Total expenses for current year | USD $ 3,592,822 |
Total expenses for previous year | USD $ 3,064,355 |
Other expenses in current year | USD $ 300,000 |
Other expenses in previous year | USD $ 308,480 |
Total fundraising expenses in current year | USD $ 0 |
Professional fundraising fees from current year | USD $ 0 |
Professional fundraising fees from previous year | USD $ 0 |
Employee salary and benefits paid in current year | USD $ 0 |
Employee salary and benefits paid in previous year | USD $ 0 |
Benefits paid to or for members in current year | USD $ 0 |
Benefits paid to or for members in previous year | USD $ 0 |
Grants and similar amounts paid in current year | USD $ 3,292,822 |
Grants and similar amounts paid in previous year | USD $ 2,755,875 |
Total revenue in current fiscal year | USD $ 3,248,734 |
Total revenue in previous fiscal year | USD $ 1,896,763 |
Contributions and grants from current year | USD $ 590 |
Contributions and grants from previous year | USD $ 480 |
2017-09-30 |
---|
Total unrelated business income | USD $ 0 |
Net unrelated business income | USD $ 0 |
Program Service Revenue from prior year | USD $ 0 |
Program Service Revenue from current year | USD $ 0 |
Investment Income from prior year | USD $ 1,464,589 |
Investment Income from current year | USD $ 1,896,283 |
Other Revenue from prior year | USD $ 0 |
Other Revenue from current year | USD $ 0 |
Gross receipts from all sources | USD $ 20,910,124 |
Net assets / fund balances at end of fiscal year | USD $ 49,641,053 |
Net assets / fund balances at beginning of fiscal year | USD $ 47,832,302 |
Total liabilities at end of fiscal year | USD $ 1,412,982 |
Total liabilities at beginning of fiscal year | USD $ 1,707,968 |
Total assets at end of fiscal year | USD $ 51,054,035 |
Total assets at beginning of fiscal year | USD $ 49,540,270 |
Revenues less expenses for current year | USD $ -1,167,592 |
Revenues less expenses for previous year | USD $ -2,748,657 |
Total expenses for current year | USD $ 3,064,355 |
Total expenses for previous year | USD $ 4,213,897 |
Other expenses in current year | USD $ 308,480 |
Other expenses in previous year | USD $ 326,205 |
Total fundraising expenses in current year | USD $ 0 |
Professional fundraising fees from current year | USD $ 0 |
Professional fundraising fees from previous year | USD $ 0 |
Employee salary and benefits paid in current year | USD $ 0 |
Employee salary and benefits paid in previous year | USD $ 0 |
Benefits paid to or for members in current year | USD $ 0 |
Benefits paid to or for members in previous year | USD $ 0 |
Grants and similar amounts paid in current year | USD $ 2,755,875 |
Grants and similar amounts paid in previous year | USD $ 3,887,692 |
Total revenue in current fiscal year | USD $ 1,896,763 |
Total revenue in previous fiscal year | USD $ 1,465,240 |
Contributions and grants from current year | USD $ 480 |
Contributions and grants from previous year | USD $ 651 |
2016-09-30 |
---|
Total unrelated business income | USD $ 0 |
Net unrelated business income | USD $ 0 |
Program Service Revenue from prior year | USD $ 0 |
Program Service Revenue from current year | USD $ 0 |
Investment Income from prior year | USD $ 2,551,328 |
Investment Income from current year | USD $ 1,464,589 |
Other Revenue from prior year | USD $ 0 |
Other Revenue from current year | USD $ 0 |
Gross receipts from all sources | USD $ 32,789,552 |
Net assets / fund balances at end of fiscal year | USD $ 47,832,302 |
Net assets / fund balances at beginning of fiscal year | USD $ 49,202,293 |
Total liabilities at end of fiscal year | USD $ 1,707,968 |
Total liabilities at beginning of fiscal year | USD $ 1,058,834 |
Total assets at end of fiscal year | USD $ 49,540,270 |
Total assets at beginning of fiscal year | USD $ 50,261,127 |
Revenues less expenses for current year | USD $ -2,748,657 |
Revenues less expenses for previous year | USD $ -1,503,171 |
Total expenses for current year | USD $ 4,213,897 |
Total expenses for previous year | USD $ 4,057,380 |
Other expenses in current year | USD $ 326,205 |
Other expenses in previous year | USD $ 342,626 |
Total fundraising expenses in current year | USD $ 0 |
Professional fundraising fees from current year | USD $ 0 |
Professional fundraising fees from previous year | USD $ 0 |
Employee salary and benefits paid in current year | USD $ 0 |
Employee salary and benefits paid in previous year | USD $ 0 |
Benefits paid to or for members in current year | USD $ 0 |
Benefits paid to or for members in previous year | USD $ 0 |
Grants and similar amounts paid in current year | USD $ 3,887,692 |
Grants and similar amounts paid in previous year | USD $ 3,714,754 |
Total revenue in current fiscal year | USD $ 1,465,240 |
Total revenue in previous fiscal year | USD $ 2,554,209 |
Contributions and grants from current year | USD $ 651 |
Contributions and grants from previous year | USD $ 2,881 |
2015-09-30 |
---|
Total unrelated business income | USD $ 0 |
Net unrelated business income | USD $ 0 |
Program Service Revenue from prior year | USD $ 0 |
Program Service Revenue from current year | USD $ 0 |
Investment Income from prior year | USD $ 4,665,024 |
Investment Income from current year | USD $ 2,551,328 |
Other Revenue from prior year | USD $ 0 |
Other Revenue from current year | USD $ 0 |
Gross receipts from all sources | USD $ 38,612,716 |
Net assets / fund balances at end of fiscal year | USD $ 49,202,293 |
Net assets / fund balances at beginning of fiscal year | USD $ 53,336,623 |
Total liabilities at end of fiscal year | USD $ 1,058,834 |
Total liabilities at beginning of fiscal year | USD $ 1,834,027 |
Total assets at end of fiscal year | USD $ 50,261,127 |
Total assets at beginning of fiscal year | USD $ 55,170,650 |
Revenues less expenses for current year | USD $ -1,503,171 |
Revenues less expenses for previous year | USD $ 1,392,921 |
Total expenses for current year | USD $ 4,057,380 |
Total expenses for previous year | USD $ 3,273,846 |
Other expenses in current year | USD $ 342,626 |
Other expenses in previous year | USD $ 410,275 |
Total fundraising expenses in current year | USD $ 0 |
Professional fundraising fees from current year | USD $ 0 |
Professional fundraising fees from previous year | USD $ 0 |
Employee salary and benefits paid in current year | USD $ 0 |
Employee salary and benefits paid in previous year | USD $ 0 |
Benefits paid to or for members in current year | USD $ 0 |
Benefits paid to or for members in previous year | USD $ 0 |
Grants and similar amounts paid in current year | USD $ 3,714,754 |
Grants and similar amounts paid in previous year | USD $ 2,863,571 |
Total revenue in current fiscal year | USD $ 2,554,209 |
Total revenue in previous fiscal year | USD $ 4,666,767 |
Contributions and grants from current year | USD $ 2,881 |
Contributions and grants from previous year | USD $ 1,743 |
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