Vernon F Dale Charitable Trust

PO BOX CHICAGO, IL EIN: 36-6639872

The Vernon F Dale Charitable Trust is a private non-operating foundation established as a trust, based in Chicago, Illinois. The trust has been tax-exempt since May 1977. The Northern Trust Company serves as trustee for the organization. The foundation makes gifts, grants, and loans to other organizations in support of its charitable mission.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

Annual Giving

$1.4M

-1.7% YoY

Grant Count

30

+0.0% YoY

Avg Grant Size

$46K

-1.7% YoY

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

Mission & Focus Areas

The foundation's primary funding areas include:

  • Education
  • Philanthropy, Voluntarism & Grantmaking
  • Human Services

Grantmaking

The foundation maintains a substantial asset base to support ongoing grantmaking activities.

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Geographic Focus

Where this funder awards grants

The foundation primarily funds organizations in:

  • Wisconsin
  • Illinois
  • Minnesota

Grant Distribution by State

9states
+1 more states

Cities

Boys TownChicagoColumbusDallasDenverEdinaGalesvilleHolmenJanesvilleLa CrosseLake ForestOklahoma CityOnalaskaROCHESTERRacineSan FranciscoSouth MilwaukeeSparta

Financial History

Multi-year comparison from IRS filings

As of Fiscal Year Ending March 2025:

  • Total Assets: $23,347,319
  • Total Revenue: $1,859,590
  • Total Expenses: $1,565,106
  • Net Income: $294,484
  • Total Grants Paid: $1,373,708

Historical Asset Range: Assets have been reported in the $10,000,000 to $49,999,999 range, with recent filings showing total assets of approximately $23.3 million.

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$0.275$0.55$0.8250000000000001$1.120212022202320242025
Metric202520242023
Total Assets
Revenue
Expenses
Qualifying Distributions
Net Investment Income
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$355K$709K$1M$1M30 grants202131 grants202230 grants202330 grants202430 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

MAYO CLINIC HEALTH SYSTEM$278KCATHOLIC CHARITIES OF TH…$208KGUNDERSEN MEDICAL FOUNDA…$139KSHRINERS HOSPITALS FOR C…$139KMAYO CLINIC$139KNATIONAL JEWISH MEDICAL …$69KAQUINAS CATHOLIC SCHOOLS$69KFATHER FLANAGANS BOYS HOME$42KONALASKA HIGH SCHOOL$35KHOLMEN HIGH SCHOOL$28K

Grant Size Distribution

151 grants across all recorded years

117<$50K10$50–100K19$100–250K5$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

NORTHERN TRUST COMPANYTRUSTEE$158K

From 2025 filing

NameTitleHoursCompensation
NORTHERN TRUST COMPANYTRUSTEE40$158,420

Contact Information

Address: PO Box 803878 Chicago, IL 60680

Trustee: The Northern Trust Company Telephone: 312-630-6000

EIN: 36-6639872

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

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