Dalebrook Endowment Fund Tai is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.8M in total assets. In 2024, it awarded 11 grants totaling $123K. Net investment income was $351K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.8M
+15.8% YoY
Annual Giving
$123K
+4.3% YoY
Grant Count
11
-8.3% YoY
Avg Grant Size
$11K
+13.8% YoY
Under IRS private-foundation payout rules, Dalebrook Endowment Fund Tai reported a distributable amount of $100K for 2024 — the minimum it must pay out in qualifying distributions.
About Dalebrook Endowment Fund Tai
Based on IRS filings
Dalebrook Endowment Fund Tai is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.8M in total assets. In 2024, it awarded 11 grants totaling $123K. Net investment income was $351K.
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 | $1,775,864 | $1,534,104 | $1,684,482 |
| Revenue | $396,804 | $12,178 | $181,773 |
| Expenses | $153,919 | $151,122 | $172,800 |
| Qualifying Distributions | $126,946 | $121,725 | $150,985 |
| Net Investment Income | $351,255 | $41,527 | $159,539 |
| Distributable Amount | $99,540 | $97,995 | $98,888 |
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
60 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Vista Hill Foundation ($20,000), Global Communities ($17,000), Childrens Burn Foundation ($13,500).
| Recipient | Purpose | Amount |
|---|---|---|
| SALVATION ARMY NATIONAL CORP ALEXANDRIA, VA | GENERAL OPERATING | $10,000 |
| CASA CORNELIA LAW CENTER SAN DIEGO, CA | GENERAL OPERATING | $10,000 |
| GLOBAL COMMUNITIES SAN DIEGO, CA | GENERAL OPERATING | $17,000 |
| COASTAL ROOTS FARM ENCINTAS, CA | GENERAL OPERATING | $10,425 |
| CRISIS CENTER LITTLETON, CO | GENERAL OPERATING | $8,400 |
| JEWISH FAMILY SERVICE OF SAN DIEGO SAN DIEGO, CA | GENERAL OPERATING | $6,400 |
| VISTA HILL FOUNDATION SAN DIEGO, CA | GENERAL OPERATING | $20,000 |
| SOILLE SAN DIEGO HEBREW DAY SCHOOL SAN DIEGO, CA | GENERAL OPERATING | $12,475 |
| CASA DE AMPARO SAN MARCOS, CA | GENERAL OPERATING | $6,500 |
| CHILDRENS BURN FOUNDATION SHERMAN OAKS, CA | GENERAL OPERATING | $13,500 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| US BANK N A | TRUSTEE | 1 | $28,463 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Dalebrook Endowment Fund Tai?
Dalebrook Endowment Fund Tai is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. It holds $1.8M in total assets as of 2024.
How large is Dalebrook Endowment Fund Tai?
As of 2024, Dalebrook Endowment Fund Tai holds $1.8M in total assets with $397K in annual revenue. It awarded 11 grants totaling $123K in 2024.
Where does Dalebrook Endowment Fund Tai operate?
Dalebrook Endowment Fund Tai has awarded grants in California, Colorado, New York, Pennsylvania, Virginia.
What size grants does Dalebrook Endowment Fund Tai award?
In 2024, Dalebrook Endowment Fund Tai awarded 11 grants totaling $123K — an average of about $11K per grant, based on its IRS Form 990 filings.
How much is Dalebrook Endowment Fund Tai required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Dalebrook Endowment Fund Tai reported a distributable amount of $100K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Dalebrook Endowment Fund Tai's EIN?
Dalebrook Endowment Fund Tai's EIN (Employer Identification Number) is 77-6233443. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Dalebrook Endowment Fund Tai's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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