Funder DirectoryVERNON F DALE CHARITABLE TRUST
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Private foundation (trust)EIN 366639872Est. 1977-05

VERNON F DALE CHARITABLE TRUST

PO BOX CHICAGO, IL 60680

Total Assets

$29.1M

FY 2024

Annual Giving

$1.4M

FY 2024

Grants Made

30

FY 2024

Avg Grant

$46K

FY 2024

Grant Range

$5K–$278K

Typical

Deadlines

Applications

Financial Snapshot

2024 filing

Total Revenue

$1.9M

Total Expenses

$1.6M

Qualifying Distributions

$1.5M

Distributable Amount

$1.4M

Min. Investment Return

$1.5M

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

30 grants

Grant sizes from minimum $5K through median $14K to maximum $278K, 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 2020 to 2024. Peak $1.4M in 2020. Hover bars for details.

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

Top Recipients

151 grants

MAYO CLINIC HEALTH SYSTEM
$1.1M
4 grants
CATHOLIC CHARITIES OF THE DIOCESE
$1.0M
5 grants
MAYO CLINIC
$959K
5 grants
SHRINERS HOSPITALS FOR CHILDREN
$726K
5 grants
GUNDERSEN MEDICAL FOUNDATION
$692K
5 grants
AQUINAS CATHOLIC SCHOOLS
$346K
5 grants
NATIONAL JEWISH MEDICAL & RESEARCH
$346K
5 grants
FATHER FLANAGANS BOYS HOME
$208K
5 grants

Grant Size Distribution

151 grants

<$10K
41
grants
$10–50K
76
grants
$50–250K
29
grants
$250K–1M
5
grants
$1–5M
$5M+

Geographic Focus

9 states

Wisconsin
$4.3M
61% of total
Minnesota
$992K
14% of total
Illinois
$897K
13% of total
Colorado
$346K
5% of total
Nebraska
$208K
3% of total
Ohio
$145K
2% of total
Oklahoma
$38K
1% of total
California
$36K
1% of total
Texas
$35K
0% of total

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