Funder DirectoryHAROLD P DUGDALE CHARITABLE TRUST
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Private foundation (trust)EIN 436071666Est. 1967-07

HAROLD P DUGDALE CHARITABLE TRUST

MILWAUKEE, WI 532010634

Total Assets

$2.2M

FY 2023

Annual Giving

$96K

FY 2023

Grants Made

18

FY 2023

Avg Grant

$5K

FY 2023

Grant Range

$1K–$13K

Typical

Deadlines

Applications

Financial Snapshot

2023 filing

Total Revenue

$46K

Total Expenses

$139K

Qualifying Distributions

$101K

Distributable Amount

$104K

Min. Investment Return

$104K

Undistributed Income

$1K

Payout rate 97%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.97%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

18 grants

Grant sizes from minimum $1K through median $5K to maximum $13K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

5 years

Giving over time from 2018 to 2023. Peak $99K in 2018. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

87 grants

CHRIST EPISCOPAL CHURCH
$58K
5 grants
INTERFAITH COMMUNITY SERVICES INC
$33K
2 grants
PIVOTAL POINT TRANSITIONAL HOUSING
$24K
5 grants
YWCA
$23K
4 grants
NORTHWEST FOUNDATION INC
$20K
4 grants
INTERSERV FOUNDATION
$20K
1 grant
FAM GUIDANCE CNTR BEHAVRL HLTHCRE
$20K
1 grant
HEARTLAND FOUNDATION
$20K
1 grant

Grant Size Distribution

87 grants

<$10K
80
grants
$10–50K
7
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

6 states

Missouri
$366K
81% of total
District of Columbia
$32K
7% of total
Wisconsin
$22K
5% of total
Texas
$20K
4% of total
Florida
$6K
1% of total
Virginia
$5K
1% of total

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HAROLD P DUGDALE CHARITABLE TRUST — Grants, Financials & Contact | Grantivo