Dale Samuel S Trs Uw
Dale Samuel S Trs Uw is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.2M in total assets. In 2024, it awarded 13 grants totaling $65K. Net investment income was $103K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.2M
+2.6% YoY
Annual Giving
$65K
-9.8% YoY
Grant Count
13
+44.4% YoY
Avg Grant Size
$5K
-37.6% YoY
Under IRS private-foundation payout rules, Dale Samuel S Trs Uw reported a distributable amount of $68K for 2024 — the minimum it must pay out in qualifying distributions.
About Dale Samuel S Trs Uw
Based on IRS filings
Dale Samuel S Trs Uw is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.2M in total assets. In 2024, it awarded 13 grants totaling $65K. Net investment income was $103K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,187,799 | $1,157,388 | $1,211,040 |
| Revenue | $119,929 | $39,971 | $-15,436 |
| Expenses | $88,238 | $93,216 | $97,040 |
| Qualifying Distributions | $71,384 | $78,175 | $76,589 |
| Net Investment Income | $102,874 | $21,069 | $9,784 |
| Distributable Amount | $67,659 | $63,233 | $65,424 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
47 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Little Falls Ymca ($22,990), Little Falls Youth & Family Ctr ($11,500), Little Falls Hospital ($10,000).
| Recipient | Purpose | Amount |
|---|---|---|
| LITTLE FALLS HOSPITAL LITTLE FALLS, NY | UNRESTRICTED GENERAL | $10,000 |
| LITTLE FALLS CITY SCHOOL DISTRICT LITTLE FALLS, NY | UNRESTRICTED GENERAL | $2,095 |
| VALLEY HEALTH SERVICES LITTLE FALLS, NY | UNRESTRICTED GENERAL | $2,500 |
| MOHAWK VALLEY HEALTH SYS PHILADELPHIA, PA | UNRESTRICTED GENERAL | $3,000 |
| MARY IMOGENE BASSETT HOSP BALTIMORE, MD | MEDICAL BILL | $1,753 |
| CCS MEDICAL INC ATLANTA, GA | MEDICAL BILL | $285 |
| ARSTRAT LLC DALLAS, TX | MEDICAL BILL | $580 |
| ASSOCIATED MEDICAL PROFESSIONALS NEW YORK, NY | MEDICAL BILL | $30 |
| EVERYBODY PHYSICAL THERAPY HERKIMER, NY | MEDICAL BILL | $67 |
| LITTLE FALLS CANAL CELEBRATION LITTLE FALLS, NY | UNRESTRICTED GENERAL | $1,425 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| US TRUST FIDUCIARY TAX SERVICES | TRUSTEE | 1 | $10,747 |
| JOY MALONE | CO-TRUSTEE | 1 | $8,000 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Dale Samuel S Trs Uw?
Dale Samuel S Trs Uw is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. It holds $1.2M in total assets as of 2024.
How large is Dale Samuel S Trs Uw?
As of 2024, Dale Samuel S Trs Uw holds $1.2M in total assets with $120K in annual revenue. It awarded 13 grants totaling $65K in 2024.
Where does Dale Samuel S Trs Uw operate?
Dale Samuel S Trs Uw has awarded grants in District of Columbia, Georgia, Illinois, Maryland, New York, Pennsylvania, Rhode Island, Texas.
What size grants does Dale Samuel S Trs Uw award?
In 2024, Dale Samuel S Trs Uw awarded 13 grants totaling $65K — an average of about $5K per grant, based on its IRS Form 990 filings.
How much is Dale Samuel S Trs Uw required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Dale Samuel S Trs Uw reported a distributable amount of $68K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
Explore Open Grants
Browse active grant opportunities in Dale Samuel S Trs Uw's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.