Bill and Irma Dale Charitable Family Foundation
The Bill and Irma Dale Charitable Family was a private foundation based in Wayzata, Minnesota. Its 2024 IRS filing is marked as a final return: the filing states that the foundation terminated effective December 31, 2024, and transferred its remaining assets to a donor-advised fund with Vanguard Charitable. The foundation appears to have wound down and stopped grantmaking.
Key facts about Bill and Irma Dale Charitable Family Foundation
In short: Bill and Irma Dale Charitable Family Foundation gave $6.0M across 11 grants in 2024 (avg $548K), mostly in Rhode Island. Source: 2024 IRS Form 990-PF.
- EIN
- 92-1303740
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $6,032,364
- Grants made (2024)
- 11
- Average grant
- $548,397
- Median grant
- $5,000
- Primary geography
- Rhode Island (98% of itemized 2024 grant dollars)
- Accepts unsolicited proposals
- No
- How to apply
- The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Full details ↓
Data from IRS Form 990-PF, 2024; updated September 2026. Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
—
Annual Giving
$6.0M
+1134.9% YoY
Grant Count
11
+10.0% YoY
Avg Grant Size
$548K
+1022.6% YoY
Under IRS private-foundation payout rules, Bill and Irma Dale Charitable Family Foundation reported a distributable amount of $166K for 2024 — the minimum it must pay out in qualifying distributions.
How Bill and Irma Dale Charitable Family Foundation gives
- 82% of 2024 grantees were also funded in 2023. Method
- In 2024 it paid out well above its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2024 grants included support for a Christian college, faith-based transitional housing, hospice care, and grief support. College of the Ozarks describes its mission as providing Christian education, especially to young people without sufficient means to procure it. Trinity Sober Homes describes its mission as providing quality, faith-based transitional housing and support to men recovering from alcoholism. N C Little Memorial Hospice describes its mission as providing care and support to patients and families, while The Grief Club of Minnesota describes its mission as connecting grieving children, teens, and families with support and reducing barriers to professional grief support.
Grantmaking
In filing year 2024, the foundation reported 11 grants totaling $6,032,364. Grant amounts ranged from $500 to $5,915,394, with a median of $5,000. The largest listed grants were $5,915,394 to Vanguard Charitable for general support, $35,000 to Liberty Common School for general support, $35,000 to Wayzata Community Church for general support, and $30,000 to College of the Ozarks for general support. Other grants included $6,470 to Trinity Sober Homes, $5,000 to Bravo Zulu House, and $2,000 to Jesuit Retreat House, each for general support.
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Geographic Focus
Where this funder awards grants
In 2024, 98% of grant dollars went to recipients in Rhode Island, 1% to Minnesota, 1% to Colorado, and less than 1% to Missouri.
Grant Distribution by State
Share of 2024 grant dollars across all 11 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2023 to 2024, annual grant giving ranged from $489K (2023) to $6.0M (2024). In 2024 it made 11 grants totaling $6.0M.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Vanguard Charitable ($5.9M). Together the top 10 received $6.0M.
Grant Size Distribution
21 grants across all recorded years
The most common grant size was under $50K: 19 grants of 21 (90%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Vanguard Charitable Warwick, RI | General Support | $5,915,394 |
| Liberty Common School Fort Collins, CO | General Support | $35,000 |
| Wayzata Community Church Wayzata, MN | General Support | $35,000 |
| College of the Ozarks Point Lookout, MO | General Support | $30,000 |
| Trinity Sober Homes St. Paul, MN | General Support | $6,470 |
| Bravo Zulu House Winnebago, MN | General Support | $5,000 |
| Jesuit Retreat House Lake Elmo, MN | General Support | $2,000 |
| Interfaith Outreach & Community Partners Plymouth, MN | General Support | $1,000 |
| Gilda's Club Minnesota Minnetonka, MN | General Support | $1,000 |
| N C Little Memorial Hospice Inc Edina, MN | General Support | $1,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2024 | — | $107,304 | $6,118,297 | $6,032,364 |
| 2023 | $5,841,535 | $1,831,318 | $668,652 | $488,500 |
| 2022 | $9,445,000 | $13,833,181 | — | $0 |
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | — | $5,841,535 | $9,445,000 |
| Revenue | $107,304 | $1,831,318 | $13,833,181 |
| Expenses | $6,118,297 | $668,652 | — |
| Qualifying Distributions | $6,047,989 | $498,006 | — |
| Net Investment Income | $62,406 | $1,727,488 | $4,388,181 |
| Distributable Amount | $165,807 | $194,871 | — |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2022–2024
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Alan Dale as trustee.
Bill and Irma Dale Charitable Family Foundation is led by Alan Dale, Trustee on every filing since 2022 — the only officer listed, and uncompensated.
Officers on the 2024 filing
Alan Dale
Trustee
On filings since 2022
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2022–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Contact
Mailing address: 19350 Walden Trail, Wayzata, MN 55391
Phone: (612) 718-3793
Frequently asked questions about Bill and Irma Dale Charitable Family Foundation
How much does Bill and Irma Dale Charitable Family Foundation give each year?
Bill and Irma Dale Charitable Family Foundation gave $6.0M across 11 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $489K across 10 grants.
What is Bill and Irma Dale Charitable Family Foundation's typical grant size?
Bill and Irma Dale Charitable Family Foundation's median grant in 2024 was $5,000, and its average grant was $548,397, across 11 grants on its 2024 IRS Form 990-PF.
Where does Bill and Irma Dale Charitable Family Foundation give grants?
Bill and Irma Dale Charitable Family Foundation gives mostly in Rhode Island: 98% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there.
Does Bill and Irma Dale Charitable Family Foundation give general operating support?
Yes: 100% of Bill and Irma Dale Charitable Family Foundation's 2024 grants with a stated purpose (11 of 11) were for general or operating support, per its 2024 IRS Form 990-PF.
Who are Bill and Irma Dale Charitable Family Foundation's largest grantees?
Bill and Irma Dale Charitable Family Foundation's largest 2024 grantees include Vanguard Charitable ($5,915,394), Liberty Common School ($35,000) and Wayzata Community Church ($35,000), according to its 2024 IRS Form 990-PF. Together they received 99% of its itemized 2024 grant dollars.
What does Bill and Irma Dale Charitable Family Foundation fund?
No mission statement for the foundation is provided. Its 2024 grants included support for a Christian college, faith-based transitional housing, hospice care, and grief support. See mission & focus areas ↑
How do I apply for a grant from Bill and Irma Dale Charitable Family Foundation?
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
How much is Bill and Irma Dale Charitable Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Bill and Irma Dale Charitable Family Foundation reported a distributable amount of $166K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Bill and Irma Dale Charitable Family Foundation's EIN?
Bill and Irma Dale Charitable Family Foundation's EIN (Employer Identification Number) is 92-1303740. IRS Form 990 filing data is available on this page for 2022–2024.
Does Bill and Irma Dale Charitable Family Foundation accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
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