Dale Samuel S TRS Uw
DALE SAMUEL S TRS UW is a private foundation based in Dallas, Texas. In 2025, it gave $57,434 through 17 grants, with most grant dollars going to recipients in New York.
Key facts about Dale Samuel S TRS Uw
In short: Dale Samuel S TRS Uw gave $57K across 17 grants in 2025 (avg $3K), mostly in New York. 70% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- EIN
- 04-6489258
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $57,434
- Grants made (2025)
- 17
- Average grant
- $3,378
- Median grant
- $1,316
- New grantees (estimate)
- 70% first-time grantees (7 of 10, 2025)
- Total assets
- $1,244,326
- Primary geography
- New York (99% of itemized 2025 grant dollars)
- Accepts unsolicited proposals
- No
- How to apply
- The foundation does not accept unsolicited requests for funds; it makes contributions only to preselected charitable organizations. Full details ↓
Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$1.2M
+4.8% YoY
Annual Giving
$57K
-11.4% YoY
Grant Count
17
+30.8% YoY
Avg Grant Size
$3K
-32.2% YoY
Under IRS private-foundation payout rules, Dale Samuel S TRS Uw reported a distributable amount of $72K for 2025 — the minimum it must pay out in qualifying distributions.
Is Dale Samuel S TRS Uw open to new grantees?
70%
first-time grantees, 2025
In 2025, 7 of 10 grantees (70%) were first-time recipients. First grants averaged $6K; repeat grants $4K. How we count
Medians: $5K first-time, $5K repeat.
- 10% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (−18%). Method
- In 2025 it paid out 89% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). 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 is provided. Its 2025 grants went to organizations including a hospital, youth and family center, arts organization, library, church, and women’s Christian association. The Little Falls Public Library describes its mission as providing resources and services for informational needs and for cultural, educational, and leisure pursuits. Mohawk Valley Health System describes its mission as providing excellence in healthcare for its communities.
Grantmaking
In 2025, the foundation made 17 grants totaling $57,434. Grants ranged from $5 to $14,500, with a median of $1,316. The largest awards included $14,500 to Friends of Bassett-Little Falls Hospital, $11,500 to Little Falls Youth & Family Center, $7,975 to Mohawk Valley Center for Arts, and $5,584 to Little Falls Canal Celebration. Each was listed for unrestricted general purposes. Other grants included $2,205 to Little Falls Public Library and medical bill payments of $1,316 to Bassett Healthcare Network and $458 to Access One.
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Geographic Focus
Where this funder awards grants
In 2025, 99% of grant dollars went to recipients in New York and 1% to recipients in Texas. Listed New York recipients include organizations in Little Falls, Cooperstown, Johnson City, and Utica; the listed Texas recipient, Access One, is in Dallas.
Grant Distribution by State
Share of 2025 grant dollars across all 17 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $54K (2020) to $83K (2021). In 2025 it made 17 grants totaling $57K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Friends of Bassett-Little Falls Hospital ($15K). Together the top 10 received $57K.
Grant Size Distribution
58 grants across all recorded years
The most common grant size was under $50K: 58 grants of 58 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Friends of Bassett-Little Falls Hospital Cooperstown, NY | Unrestricted General | $14,500 |
| Little Falls Youth & Family Center Little Falls, NY | Unrestricted General | $11,500 |
| Mohawk Valley Center for Arts Little Falls, NY | Unrestricted General | $7,975 |
| Little Falls Canal Celebration Little Falls, NY | Unrestricted General | $5,584 |
| Emmanual Episcopal Church Little Falls, NY | Unrestricted General | $5,000 |
| Little Falls WCA Women's Christian Assn Little Falls, NY | Unrestricted General | $4,700 |
| Live Well Connected Little Falls, NY | Unrestricted General | $3,600 |
| Little Falls Public Library Little Falls, NY | Unrestricted General | $2,205 |
| Bassett Healthcare Network Cooperstown, NY | Medical Bill Payments | $1,316 |
| Access One Dallas, TX | Medical Bill Payments | $458 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2025 | $1,244,326 | $137,996 | $81,827 | $57,434 |
| 2024 | $1,187,799 | $119,929 | $88,238 | $64,825 |
| 2023 | $1,157,388 | $39,971 | $93,216 | $71,881 |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $1,244,326 | $1,187,799 | $1,157,388 |
| Revenue | $137,996 | $119,929 | $39,971 |
| Expenses | $81,827 | $88,238 | $93,216 |
| Qualifying Distributions | $64,206 | $71,384 | $78,175 |
| Net Investment Income | $121,548 | $102,874 | $21,069 |
| Distributable Amount | $72,195 | $67,659 | $63,233 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 30, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 26, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 10, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 24, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS July 10, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS April 30, 2026)
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists US Trust Fiduciary Tax Services as trustee and Joy Malone as co-trustee.
Dale Samuel S TRS Uw's 2025 filing lists 2 officers; all 2 officers listed in 2025 are compensated.
Officers on the 2025 filing
Joy Malone
Co-Trustee
On filings since 2020
1 hr/week
$8K (2021) → $8K (2025)
US Trust Fiduciary TAX Services
Trustee
On filings since 2020
1 hr/week
$18K (2020) → $11K (2025)
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $11K, to US Trust Fiduciary Tax Services (Trustee). 2 officers or directors reported compensation on that filing.
Contact
Mailing address: PO Box 653067, Dallas, TX 75265-3067
Phone: (888) 866-3275
Frequently asked questions about Dale Samuel S TRS Uw
How much does Dale Samuel S TRS Uw give each year?
Dale Samuel S TRS Uw gave $57K across 17 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $65K across 13 grants.
What is Dale Samuel S TRS Uw's typical grant size?
Dale Samuel S TRS Uw's median grant in 2025 was $1,316, and its average grant was $3,378, across 17 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Dale Samuel S TRS Uw that year got $6K on average.
Where does Dale Samuel S TRS Uw give grants?
Dale Samuel S TRS Uw gives mostly in New York: 99% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Little Falls, NY (7 grants), Utica, NY (3 grants) and Cooperstown, NY (2 grants).
Does Dale Samuel S TRS Uw give general operating support?
Yes: 47% of Dale Samuel S TRS Uw's 2025 grants with a stated purpose (8 of 17) were for general or operating support, per its 2025 IRS Form 990-PF. Recurring purposes include "Medical Bill Payments" (9 grants).
Who are Dale Samuel S TRS Uw's largest grantees?
Dale Samuel S TRS Uw's largest 2025 grantees include Friends of Bassett-Little Falls Hospital ($14,500), Little Falls Youth & Family Center ($11,500) and Mohawk Valley Center for Arts ($7,975), according to its 2025 IRS Form 990-PF. Together they received 59% of its itemized 2025 grant dollars.
How large is Dale Samuel S TRS Uw?
Dale Samuel S TRS Uw reported $1.2M in total assets on its 2025 IRS Form 990-PF. It paid out $64K in qualifying distributions that year, against a required minimum of $72K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does Dale Samuel S TRS Uw fund?
No mission statement is provided. Its 2025 grants went to organizations including a hospital, youth and family center, arts organization, library, church, and women’s Christian association. See mission & focus areas ↑
How do I apply for a grant from Dale Samuel S TRS Uw?
The foundation does not accept unsolicited requests for funds; it makes contributions only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Dale Samuel S TRS Uw's EIN?
Dale Samuel S TRS Uw's EIN (Employer Identification Number) is 04-6489258. IRS Form 990 filing data is available on this page for 2020–2025.
Does Dale Samuel S TRS Uw 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.
Here's the math on researching Dale Samuel S TRS Uw by hand.
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