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Dale Foundation INC EIN 20-8668708

Dale Foundation INC FY2020 filing

EIN  20-8668708 Private foundation / grantmaker Millis, MA
Form 990 (PDF)
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Size
$100K–1M
What they do
A private foundation based in Millis, MA. It reported about $132K in revenue for 2020.
Money in and out
$132K revenue, $114K expenses
Bottom line
—

A private foundation based in Millis, MA. It reported about $132K in revenue for 2020. For fiscal year 2020 it reported $132K in revenue, $114K in expenses, and $1.8M in net assets.Pt I

Grants paid & assets · FY2020
Total revenue
$132K
Pt VIII · Ln 12
Total expenses
$114K
Pt IX · Ln 25
Net assets
$1.8M
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): $17K
Total assets
1.8M
deployed as grants and operations
Grants paid
100K
in FY2020
Grants made
11grants
total in period
Payout rate
5%
of assets (5% rule)

Who They Fund

Part XV · grants paid · 11 grants · $200K · 2024–2024
American Red CrossFY2024$100,000
Eva's Foundation INCFY2024$25,000
Dreams Come True INCTX · FY2024$12,500
Barnabas Center INCFY2024$12,500
Joy of Music INCIN · FY2024$10,000
Millis Ecumenical Food PantryFY2024$10,000
A Place to Turn INCMA · FY2024$10,000
Baby2babyCA · FY2024$5,000
Englewood Helping Hand INCFL · FY2024$5,000
Humane World for AnimalsFY2024$5,000
Doctors Without Borders USA INCFY2024$5,000

Grantmaking Profile

Patterns in foundation giving
Distinct granteesPart XV5
Average grantPart XV$18K
Median grantPart XV$10K
Largest grantPart XV$100K
Top cause focusNTEEUnclassified (18%)

Summary of the Filing

Part I · fiscal year 2020 · Form 990-PF
Revenue
$132K
FY2020
Expenses
$114K
FY2020
Total assets
$1.8M
FY2020
Total liabilities
$0
FY2020
Total revenue
$132K
Pt VIII · Ln 12
Total expenses
$114K
Pt IX · Ln 25
Net assets
$1.8M
Pt X · Ln 32
Total assetsPt II$1.8M

Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CDale Foundation INC
EINHdr · item D20-8668708
Principal addressHdr · item CMillis, MA
WebsiteHdr · item Jnone reported
State of legal domicileHdr · item MMA
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFFoundations & Grantmakers (T22)
Ruling yearIRS BMFAug 2009

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1apending
Independent voting membersPt VI · Ln 1bpending
Conflict-of-interest policyPt VI · Ln 12a—
Whistleblower policyPt VI · Ln 13—
Document retention policyPt VI · Ln 14—
CEO/top-official compensation independently reviewedPt VI · Ln 15a—
Family or business relationships among officers/directorsPt VI · Ln 2—

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation
Officers, directors & key employeesPt VII · Sec ANot reported
See Dale Foundation INC executive salaries →

Statement of Revenue

Part VIII
Investment income$69K · 52%
Contributions & grants$63K · 48%
Investment income52%$69K
Contributions & grants48%$63K
Total revenueLn 12$132K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Grants & contributions paid $0.87 Operating & administrative $0.13
Grants & contributions paid87%$100K
Operating & administrative13%$14K
Total functional expensesLn 25$114K

Balance Sheet

Part X · end of year
CashLn 1$74K
Total assetsLn 16$1.8M
Total liabilitiesLn 26$0
Total net assetsLn 32$1.8M
Months of cash on handcomputed7.7

Financial Metrics

Form 990 · FY2020 · each ratio shown with the dollars behind it
Liquidity & Payout
Payout rate
Grants paid $0 · Total assets $1.8M
0%
Where the money comes from
Contribution dependence
Contributions & grants — · Total revenue $132K
—
Government reliance
not reported
Earned-income share
not reported
Investment reliance
Investment income $0 · Total revenue $132K
0%
Program self-sufficiency
not reported
Growth & trend
Revenue growth (YoY)
This year $132K · Prior year —
No prior year on file
Net-asset trend (YoY)
End of year $1.8M · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $132K · Expenses $114K
+13%
Liabilities-to-Assets
Total liabilities — · Total assets $1.8M
—
Net-asset ratio
Net assets $1.8M · Total assets $1.8M
100%
People & payroll
Highest Reported Total Compensation
Individual — · Reported title — · Highest reported compensation — · Total expenses $114K
No individual compensation reported on this filing
Personnel share
not reported

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown. Peer cohort: .

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2024 (Latest)$355K revenue · ⤓ 990 PDF
FY2023$128K revenue · ⤓ 990 PDF
FY2022$172K revenue · ⤓ 990 PDF
FY2021$277K revenue · ⤓ 990 PDF
FY2020$132K revenue · viewing · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2020IRS
Classification, formation year, addressIRS Business Master File
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