The W Dale Brougher Foundation

Foundation · Grantmaker Sarasota, FL EIN: 52-1499358

The W Dale Brougher Foundation is a private foundation based in Sarasota, Florida. In 2024, it awarded grants to charitable organizations in Pennsylvania and Florida, including organizations working in education, community services, health care, animal rescue, and the arts.

Key facts about The W Dale Brougher Foundation

In short: The W Dale Brougher Foundation gave $3.8M across 49 grants in 2024 (avg $78K), mostly in Pennsylvania. 8% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.

EIN
52-1499358
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$3,807,375
Grants made (2024)
49
Average grant
$77,702
Median grant
$15,000
New grantees (estimate)
8% first-time grantees (4 of 49, 2024)
Total assets
$67,616,622
Primary geography
Pennsylvania (60% of itemized 2024 grant dollars)
Accepts unsolicited proposals
No
How to apply
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Full details ↓

Data from IRS Form 990-PF, 2024; 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 2024 IRS Form 990-PF · View filing

Total Assets

$67.6M

+2.0% YoY

Annual Giving

$3.8M

+23.8% YoY

Grant Count

49

-9.3% YoY

Avg Grant Size

$78K

+36.5% YoY

Under IRS private-foundation payout rules, The W Dale Brougher Foundation reported a distributable amount of $3.7M for 2024 — the minimum it must pay out in qualifying distributions.

Is The W Dale Brougher Foundation open to new grantees?

8%

first-time grantees, 2024

In 2024, 4 of 49 grantees (8%) were first-time recipients. First grants averaged $2K; repeat grants $84K. How we count

Medians: $1K first-time, $18K repeat.

  • 82% of 2024 grantees were also funded in 2023. Method
  • Giving held roughly steady from 2021 to 2024 (+7%). Method
  • In 2024 it paid out 118% of its IRS minimum distribution (the 5% rule). Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

No mission statement for the foundation is available here. Its 2024 grants went to organizations with varied missions. Logos Academy, which received $250,000, describes its work as providing Christ-centered classical education and cultivating students’ spiritual, intellectual, social, and physical development. Creative York, which received $25,000, says it inspires the community through arts education, gallery experiences, and outreach programs. Servants Inc, which received $36,000, says it connects people in need with people who want to serve, including elderly people, people with disabilities, single parents, and people with financial needs.

Other 2024 grantees include Adopt-A-Family of the Palm Beaches, which says it helps families with children achieve stability and self-sufficiency, and For the Love of a Veteran, which says it supports deployed troops and homeless veterans and provides PTSD treatment for veterans and active-duty service members.

Grantmaking

In 2024, the foundation awarded 49 grants totaling $3,807,375. Grant amounts ranged from $75 to $1,000,000, with a median grant of $15,000. Its largest awards were $1,000,000 to Mote Marine Laboratory & Aquarium, $615,000 to the YMCA of York County, $500,000 to Crispus Attucks Association, $280,000 to Sarasota Memorial Healthcare, and $250,000 to Logos Academy. Each was listed for the recipient’s exempt purpose.

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Geographic Focus

Where this funder awards grants

In 2024, 60% of grant dollars went to recipients in Pennsylvania and 40% to recipients in Florida.

Grant Distribution by State

8states

Share of all 49 itemized 2024 grant dollars.

Cities

YorkSarasotaRed LionHarrisburgHanoverNew FreedomWest Palm BeachElizabethtownLancasterLittlestownManchesterShrewsburyStuartBaltimoreLake WorthNew YorkChicagoDoverEmigsvillePittsburgh

Giving Over Time

Total grant dollars and number of grants per year

$0$1M$2M$3M$4M50 grants202058 grants202155 grants202254 grants202349 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Mote Marine Laboratory & Aquarium: $1.0MMote Marine Laboratory &Aquarium$1.0MYMCA of York County: $615KYMCA of York County$615KCrispus Attucks Association: $500KCrispus Attucks Association$500KSarasota Memorial Healthcare: $280KSarasota Memorial Healthcare$280KLogos Academy: $250KLogos Academy$250KSt John Episcopal Church: $176KSt John Episcopal Church$176KSpca of York County: $139KSpca of York County$139KStrand Capitol Performing Arts: $134KStrand Capitol Performing Arts$134KPeggy Adams Animal Rescue League: $100KPeggy Adams Animal RescueLeague$100KFriends & Neighbors of Pennsylvania: $50KFriends & Neighbors ofPennsylvania$50K

Grant Size Distribution

266 grants across all recorded years

193<$50K29$50–100K25$100–250K10$250–500K5$500K–1M4$1–5M$5M+

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
MOTE MARINE LABORATORY & AQUARIUM Sarasota, FLORGANIZATION'S EXEMPT PURPOSE$1,000,000
YMCA OF YORK COUNTY York, PAORGANIZATION'S EXEMPT PURPOSE$615,000
CRISPUS ATTUCKS ASSOCIATION York, PAORGANIZATION'S EXEMPT PURPOSE$500,000
SARASOTA MEMORIAL HEALTHCARE Sarasota, FLORGANIZATION'S EXEMPT PURPOSE$280,000
LOGOS ACADEMY York, PAORGANIZATION'S EXEMPT PURPOSE$250,000
ST JOHN EPISCOPAL CHURCH York, PAORGANIZATION'S EXEMPT PURPOSE$176,000
SPCA OF YORK COUNTY York, PAORGANIZATION'S EXEMPT PURPOSE$139,000
STRAND CAPITOL PERFORMING ARTS York, PAORGANIZATION'S EXEMPT PURPOSE$134,000
PEGGY ADAMS ANIMAL RESCUE LEAGUE West Palm Beach, FLORGANIZATION'S EXEMPT PURPOSE$100,000
FRIENDS & NEIGHBORS OF PENNSYLVANIA York, PAORGANIZATION'S EXEMPT PURPOSE$50,000

Financial History

Multi-year comparison from IRS filings

Filing year Assets Revenue Expenses Grants awarded
2024 $67,616,622 $6,203,365 $4,872,247 $3,807,375
2023 $66,285,504 $1,942,659 $3,957,217 $3,074,700
2022 $68,300,062 $1,178,275 $4,234,304 $3,438,100
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$2M$4M$6M$8M20202021202220232024
Metric202420232022
Total Assets$67,616,622$66,285,504$68,300,062
Revenue$6,203,365$1,942,659$1,178,275
Expenses$4,872,247$3,957,217$4,234,304
Qualifying Distributions$4,355,165$3,540,967$3,806,956
Net Investment Income$5,766,339$1,809,148$2,034,192
Distributable Amount$3,689,204$3,487,951$3,593,968

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Leadership team and compensation from IRS filings

The 2024 filing lists Robert E Bossert as president, Nancy M Brougher as vice president, and Sonya Ness-Eicholtz as director.

The W Dale Brougher Foundation is led by Robert E. Bossert, President on every filing since 2020; all 3 officers listed in 2024 are compensated.

Officers on the 2024 filing

  • Robert E. Bossert

    President

    On filings since 2020

    40 hrs/week

    $195K (2020) → $267K (2024)

  • Sonya Ness-Eicholtz

    Director

    New on the 2024 filing

    40 hrs/week

    $80K (2024)

  • Nancy M. Brougher

    Vice President

    On filings since 2020

    3 hrs/week

    $21K (2020) → $25K (2024)

Former officers (2)
  • Former: Sally Bossert (2020–2023) — Director
  • Former: Sonya L. Eicholtz (2020–2023) — Director

Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2024 IRS filing

Robert E Bossert — President: $267KRobert E BossertPresident$267KSonya Ness-Eicholtz — Director: $80KSonya Ness-EicholtzDirector$80KNancy M Brougher — Vice-Pres.: $25KNancy M BrougherVice-Pres.$25K

Contact

Mailing address: 4333 Higel Avenue, Sarasota, FL 34242
Phone: (941) 504-8823

Frequently asked questions about The W Dale Brougher Foundation

How much does The W Dale Brougher Foundation give each year?

The W Dale Brougher Foundation gave $3.8M across 49 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $3.1M across 54 grants.

What is The W Dale Brougher Foundation's typical grant size?

The W Dale Brougher Foundation's median grant in 2024 was $15,000, and its average grant was $77,702, across 49 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from The W Dale Brougher Foundation that year got $2K on average.

Where does The W Dale Brougher Foundation give grants?

The W Dale Brougher Foundation gives mostly in Pennsylvania: 60% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest state was Florida (40%). The most frequent recipient cities were York, PA (21 grants), Sarasota, FL (7 grants) and Red Lion, PA (2 grants).

Who are The W Dale Brougher Foundation's largest grantees?

The W Dale Brougher Foundation's largest 2024 grantees include Mote Marine Laboratory & Aquarium ($1,000,000), YMCA of York County ($615,000) and Crispus Attucks Association ($500,000), according to its 2024 IRS Form 990-PF. Together they received 56% of its itemized 2024 grant dollars.

How large is The W Dale Brougher Foundation?

The W Dale Brougher Foundation reported $67.6M in total assets on its 2024 IRS Form 990-PF. It paid out $4.4M in qualifying distributions that year, against a required minimum of $3.7M (roughly 5% of its investment assets).

What does The W Dale Brougher Foundation fund?

No mission statement for the foundation is available here. Its 2024 grants went to organizations with varied missions. Logos Academy, which received $250,000, describes its work as providing Christ-centered classical education and cultivating students’ spiritual, intellectual, social, and physical development. Creative York, which received $25,000, says it inspires the community through arts education, gallery experiences, and outreach programs. Servants Inc, which received $36,000, says it con…

How do I apply for a grant from The W Dale Brougher Foundation?

The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

What is The W Dale Brougher Foundation's EIN?

The W Dale Brougher Foundation's EIN (Employer Identification Number) is 52-1499358. IRS Form 990 filing data is available on this page for 2020–2024.

Does The W Dale Brougher Foundation 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.

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