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← DALTON-WHITFIELD ADDITIONAL TR

Form 990 for tax year 2023

Filed by DALTON-WHITFIELD ADDITIONAL TR.

Totals

Total revenue
$3,235,948
Total expenses
$268,759
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$0
Investment income
$3,235,948
Other revenue
$0
Total assets, end of year
$58,258,582
Total liabilities, end of year
$786,548
Net assets or fund balances, end of year
$57,472,034
Program services expenses (Part IX)
$0
Management and general expenses
$268,759
Fundraising expenses
$0
Program service expenses (Part III)
not reported

Program services were 0.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 3 · Investment income

    total $943,631 · excluded $943,631

  • 7a · Gross sales of assets other than inventory

    securities $20,813,801

  • 7b · Less cost or other basis and sales expenses

    securities $18,521,484

  • 7c · Gain or loss

    securities $2,292,317

  • 7d · Net gain or loss

    total $2,292,317 · excluded $2,292,317

Functional expenses

Part IX, the statement of functional expenses.

  • 11a · Fees: management

    total $80,685 · management and general $80,685

  • 11c · Fees: accounting

    total $2,515 · management and general $2,515

  • 11f · Fees: investment management

    total $165,256 · management and general $165,256

  • 11g · Fees: other

    total $11,957 · management and general $11,957

  • 24a · Other expenses: MISCELLANEOUS EXPENSES

    total $8,346 · management and general $8,346

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $1,098,394 · end of year $2,794,667

  • 11 · Investments: publicly traded securities

    beginning of year $46,669,896 · end of year $52,645,136

  • 12 · Investments: other securities

    beginning of year $3,248,837 · end of year $2,818,779

  • 17 · Accounts payable and accrued expenses

    beginning of year $49,917 · end of year $36,548

  • 18 · Grants payable

    beginning of year $750,000 · end of year $750,000

  • 28 · Net assets with donor restrictions

    beginning of year $50,217,210 · end of year $57,472,034

Mission and programs · 2023

Mission

THE DALTON-WHITFIELD ADDITIONAL TRUST WAS ESTABLISHED FOR THE PURPOSE OF PROVIDING HEALTHCARE SERVICES TO THE INDIGENT OF DALTON AND WHITFIELD COUNTY.

Activities or mission (Part I)

THE DALTON WHITFIELD ADDITIONAL TRUST WAS ESTABLISHED FOR THE PURPOSE OF PROVIDING HEALTHCARE

  • 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, 2024 TO HAMILTON MEDICAL CENTER FOR HEALTHCARE SERVICES PROVIDED TO THE INDIGENT.

As filed on the 2023 return.

Listed in Part VII

  • Jeffrey D Myers

    PRESIDENT/CEO

    Total calculated
    $1,673,818
    From this org
    $0
    From related orgs
    $1,554,539
    Other
    $119,279
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $955,417 related
    Bonus
    $0 + $407,381 related
    Other
    $0 + $191,741 related
    Deferred
    $0 + $65,774 related
    Nontaxable benefits
    $0 + $53,505 related
    Filer's total
    $0 + $1,673,818 related

  • John T Minor

    TRUSTEE, COMMITTEE CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • J David Gregg

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Bryan E McAllister

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • W Scott Sellers

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Henry C Tharpe Jr

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Jerry T Watkins Jr

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 4B
THE FOLLOWING PERSON RECEIVED CURRENT YEAR DEFERRED COMPENSATION ACCRUALS FROM NON-QUALIFIED PLANS: - JEFFREY D. MYERS - $49,274 THE FOLLOWING PERSON RECEIVED CURRENT YEAR DEFERRED COMPENSATION ACCRUALS FROM NON-QUALIFIED SERP PLANS: - JEFFREY D. MYERS - $405,000

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
13 August 2025
IRS schema version
2023v6.0
Source object
202512259349300916

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