Bill and Irma Dale Charitable Family

WAYZATA, MN EIN: 92-1303740

Bill and Irma Dale Charitable Family is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WAYZATA, MN. IRS filing data is available from 2022 through 2024. In 2024, it awarded 11 grants totaling $6.0M. Net investment income was $62K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

-100.0% YoY

Annual Giving

$6.0M

+1134.9% YoY

Grant Count

11

+10.0% YoY

Avg Grant Size

$548K

+1022.6% YoY

About Bill and Irma Dale Charitable Family

Based on IRS filings

Bill and Irma Dale Charitable Family is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WAYZATA, MN. IRS filing data is available from 2022 through 2024. In 2024, it awarded 11 grants totaling $6.0M. Net investment income was $62K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

4states

Cities

ChanhassenEdinaFort CollinsLake ElmoMinnetonkaPlymouthPoint LookoutSt PaulWarwickWayzataWinnebago

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$4M$8M$11M$15M202220232024
Metric202420232022
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

Giving Over Time

Total grant dollars and number of grants per year

$0$2M$3M$5M$6M0 grants202210 grants202311 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

VANGUARD CHARITABLE$5.9MLIBERTY COMMON SCHOOL$35KWAYZATA COMMUNITY CHURCH$35KCOLLEGE OF THE OZARKS$30KTRINITY SOBER HOMES$6KBRAVO ZULU HOUSE$5KJESUIT RETREAT HOUSE$2KINTERFAITH OUTREACH & CO…$1KGILDA'S CLUB MINNESOTA$1KN C LITTLE MEMORIAL HOSP…$1K

Grant Size Distribution

21 grants across all recorded years

19<$50K$50–100K$100–250K1$250–500K$500K–1M$1–5M1$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
ALAN DALETRUSTEE1

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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