Dola Hamilton Stemberg Charitable Foundation

Tax-deductible

Fort Lauderdale, FL501(c)(3)Foundations & GrantmakersEIN 20-5672504

501(c)(3) charity; gifts are tax-deductible.
Status: IRS Pub. 78

Before you give

FY2024 · Form 990-PFIndependent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990-PF
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 5
filings with a surplus
Average surplus $563K a year · 54% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
990-PF Pt I · 5 filings
Cash reserves
4 mo
of spending, in cash
Looks good: 3.8 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
990-PF Pt II
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.0M
-22% vs prior year
Spent
$532K
Net assets
$10.1M
By yearFY2020–FY2024
Revenue
$1.0M
FY2024▼ -22%
Revenue by fiscal year
FY2020$220K
FY2021$1.5M
FY2022$1.1M
FY2023$1.0M
FY2024$1.3M
FY2024$1.0M
Expenses
$532K
FY2024▲ +0.5%
Expenses by fiscal year
FY2020$316K
FY2021$419K
FY2022$501K
FY2023$615K
FY2024$529K
FY2024$532K
Net assets
$10.1M
FY2024▲ +4%
Net assets by fiscal year
FY2020$7.6M
FY2021$10.1M
FY2022$9.4M
FY2023$9.1M
FY2024$9.7M
FY2024$10.1M

From the FY2024 Form 990 · see the original

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Dec 2006.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

What each dollar paid for.

Grants & contributions paid 87% · $460K Operating & administrative 13% · $71K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Who runs it and what they're paid

3 people listed on the 990-PF.

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
See Dola Hamilton Stemberg Charitable Foundation executive salaries →

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Programs and updates

A private foundation based in Fort Lauderdale, FL.

Provided by the organization

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Grants and how to apply

Who it funds, and how to ask.

Who They Fund

Part XV · grants paid · 16 grants · $460K · 2024–2024
Old Dartmouth Historical Society (the New Bedford Whaling Museum)FY2024$225,000
Dexter SchoolFY2024$60,000
The Baldwin SchoolFY2024$50,000
Wounded Warrior Project INCFY2024$25,000
Tunnel Towers FoundationFY2024$25,000
Old Bohemia Historical Society INCFY2024$25,000
Folds of Honor FoundationFY2024$25,000
Mgh - Pact Program FundFY2024$10,000
The Greater Boston Food BankFY2024$5,000
Princeton Symphony OrchestraFY2024$5,000
Harvard Business SchoolFY2024$1,500
Groton SchoolFY2024$1,500
The Lawrenceville SchoolFY2024$1,000
Massachusetts Institute of TechnologyFY2024$500
Harvard College FundFY2024$500
Hands TogetherFY2024$500

Grantmaking Profile

Patterns in foundation giving
Average grantPart XV$29K
Median grantPart XV$10K
Largest grantPart XV$225K

By the numbers

The FY2024 990-PF, line by line.

1The main four
Money in
$1.0M
Other income$773K
Investment income$228K
Gifts and grants$2K
Money out
$532K
Grants paid$460K
Running costs$71K
Owns and owes
$10.1M
net assets
Cash and savings$169K
Total assets$10.1M
Liabilities$0
People
3
listed
Paid0
2In more detail
Revenue in detail
Gifts and grants$2K
Investment income$228K
Other income$773K
Total revenue$1.0M
Assets in detailEnd of year
Cash and savings together$169K
Total assets$10.1M
Liabilities$0
Net assets$10.1M
Operations
Fiscal year endsDecember

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 $1.3M$529K$750K$9.7M 990 PDF
FY2023 $1.0M$615K$432K$9.1M 990 PDF
FY2022 $1.1M$501K$606K$9.4M 990 PDF
FY2021 $1.5M$419K$1.1M$10.1M 990 PDF
FY2020 $220K$316K−$97K$7.6M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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