Dola Hamilton Stemberg Charitable

FORT LAUDERDALE, FL EIN: 20-5672504

Dola Hamilton Stemberg Charitable is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in FORT LAUDERDALE, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $9.7M in total assets. In 2024, it awarded 16 grants totaling $438K. Net investment income was $1.2M.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$9.7M

+6.3% YoY

Annual Giving

$438K

-12.7% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$27K

-12.7% YoY

Under IRS private-foundation payout rules, Dola Hamilton Stemberg Charitable reported a distributable amount of $454K for 2024 — the minimum it must pay out in qualifying distributions.

About Dola Hamilton Stemberg Charitable

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Massachusetts $871K (44%)

Florida $362K (18%)

New York $313K (16%)

Maryland $278K (14%)

Oklahoma $78K (4%)

California $53K (3%)

Virginia $25K (1%)

Maine $15K (1%)

+1 more states

States

California Florida Massachusetts Maryland Maine New Jersey New York Oklahoma Virginia

Cities

BostonBrooklineBrunswickCambridgeChicopeeGrotonJacksonvilleLawrencevilleMcleanNew BedfordOwassoPembroke ParkPrincetonSanta BarbaraStaten IslandTallahasseeWarwick

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$9,718,778	$9,140,751	$9,402,910
Revenue	$1,278,419	$1,047,554	$1,107,097
Expenses	$528,885	$615,350	$501,075
Qualifying Distributions	$438,101	$502,000	$428,500
Net Investment Income	$1,202,559	$979,223	$1,050,487
Distributable Amount	$454,042	$448,704	$486,480

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

69 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Tunnel Towers Foundation ($150,000), Folds of Honor Foundation ($78,000), Dexter School ($65,000).

Recipient	Purpose	Amount
DEXTER SCHOOL BROOKLINE, MA	PROVIDES SCHOLARSHIPS FOR EDUCATION	$65,000
FOLDS OF HONOR FOUNDATION OWASSO, OK	TO PROVIDE EDUCATIONAL SCHOLARSHIPS FOR QUALIFYING SPOUSES AND/OR DEPENDENT CHILDREN OF MILITARY SERVICE MEN AND WOMEN AND FIRST RESPONDERS KILLED OR DISABLED WHILE SERVING AND DEFENDING OUR GREAT NATION.	$78,000
GROTON SCHOOL GROTON, MA	PROVIDES SCHOLARSHIPS FOR EDUCATION	$1,000
HANDS TOGETHER CHICOPEE, MA	THE ASSISTANCE OF NEEDY INDIVIDUALS	$5,000
HARVARD BUSINESS SCHOOL BOSTON, MA	SUPPORT EDUCATION PROGRAMS AND RESEARCH	$2,100
HARVARD COLLEGE FUND BOSTON, MA	SUPPORT EDUCATION PROGRAMS AND RESEARCH	$1
MASSACHUSETTS INSTITUTE OF TECHNOLOGY CAMBRIDGE, MA	ADVANCE KNOWLEDGE AND EDUCATE STUDENTS IN SCIENCE, TECHNOLOGY, AND OTHER AREAS OF SCHOLARSHIP THAT WILL BEST SERVE THE NATION AND THE WORLD IN THE 21ST CENTURY	$500
MGH - PACT PROGRAM FUND BOSTON, MA	PROVIDES EDUCATIONAL SUPPORT	$5,000
OLD BOHEMIA HISTORICAL SOCIETY INC WARWICK, MD	PROVIDES HISTORICAL PRESERVATION	$50,000
OLD DARTMOUTH HISTORICAL SOCIETY (THE NEW BEDFORD WHALING MUSEUM) NEW BEDFORD, MA	EDUCATE AND INTEREST ALL PUBLIC IN THE HISOTIRCAL INTERACTION WORLDWIDE OF HUMANS AND WHALES	$20,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
DONA HAMILTON STEMBERG	TRUSTEE	8	—
WILLIAM D STEMBERG	TRUSTEE	8	—
RYLAN M HAMILTON	TRUSTEE	8	—

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Dola Hamilton Stemberg Charitable?

Dola Hamilton Stemberg Charitable is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in FORT LAUDERDALE, FL. It holds $9.7M in total assets as of 2024.

How large is Dola Hamilton Stemberg Charitable?

As of 2024, Dola Hamilton Stemberg Charitable holds $9.7M in total assets with $1.3M in annual revenue. It awarded 16 grants totaling $438K in 2024.

Where does Dola Hamilton Stemberg Charitable operate?

Dola Hamilton Stemberg Charitable has awarded grants in California, Florida, Massachusetts, Maryland, Maine, New Jersey, New York, Oklahoma, Virginia.

What size grants does Dola Hamilton Stemberg Charitable award?

In 2024, Dola Hamilton Stemberg Charitable awarded 16 grants totaling $438K — an average of about $27K per grant, based on its IRS Form 990 filings.

How much is Dola Hamilton Stemberg Charitable required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Dola Hamilton Stemberg Charitable reported a distributable amount of $454K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Dola Hamilton Stemberg Charitable's EIN?

Dola Hamilton Stemberg Charitable's EIN (Employer Identification Number) is 20-5672504. IRS Form 990 filing data is available on this page for 2020–2024.