Dale Foundation Inc.

Dale Foundation Inc. is a small, private family foundation headquartered in Millis, Massachusetts, incorporated around 2007–2009 (IRS ruling date August 2009). Managed by Nancy Delude as the care-of officer, the foundation operates with a lean, family-directed governance model typical of private foundations of this size. It makes grants annually from investment income generated by an approximately $2.1 million endowment, invested primarily in corporate equities and bonds. The foundation's grantmaking approach is relationship-driven and not publicly solicited — meaning it does not accept unsolicited proposals in the conventional sense. Annual distributions are structured to meet the 5% minimum distribution requirement mandated by IRS rules for private foundations. With contributions received consistently around $62,578 per year (suggesting a structured, recurring donor contribution), the foundation operates with long-term sustainability in mind. Its investment portfolio is diversified across government obligations, corporate stock, and corporate bonds, providing stable income. The geographic and programmatic focus appears to be Massachusetts-based charitable organizations, consistent with its Millis, MA base and NTEE code T22 (Private Grantmaking Foundations).

Over the decade 2012–2022, Dale Foundation distributed between $41,000 and $119,000 annually in grants and expenses, with qualifying distributions (grants to charities) ranging from approximately $45,000 to $108,000 per year. Key financial patterns from IRS 990-PF filings:

• 2022: Total assets $2.04M, revenue $171K, qualifying distributions $108K
• 2021: Total assets $1.99M, revenue $277K, qualifying distributions $109K
• 2020: Total assets $1.84M, revenue $132K, qualifying distributions $104K
• 2019: Total assets $1.83M (minimal reporting year)
• 2015: Total assets $841K, qualifying distributions $75K
• 2012: Total assets $623K, qualifying distributions $64K

The foundation has grown its asset base significantly, more than tripling from ~$582K in 2011 to ~$2.2M by 2022. Annual giving has grown proportionally from ~$40K–$45K in early years to $96K–$108K in recent years. Contributions received (~$62,578/year consistently) suggest family members continue to fund the endowment. Individual grant sizes are not itemized in available data, but given total distributions of $90K–$108K annually, typical grants likely range from $5,000 to $25,000 per recipient with an estimated 5–15 grantees per year.

Dale Foundation is a quintessential small family foundation in the greater Boston/MetroWest Massachusetts area. Comparing to similar private foundations in Massachusetts with assets in the $1M–$3M range:

Dale Foundation's 5% annual payout rate is consistent with IRS minimums and peer small foundations. Its asset growth trajectory (3.75x over 11 years) is above average, suggesting prudent investment management. Unlike community foundations, Dale does not pool funds or offer donor-advised fund services — it operates as a pure grantmaking vehicle. The consistency of the $62,578 annual contribution suggests a planned giving structure or trust arrangement funding the endowment.

Based on IRS 990-PF filings through fiscal year 2022 (most recent available data as of March 2026): The foundation reported total assets of $2,186,810 in the most recent filing period. Income of $731,865 reflects investment gains and income. The foundation made distributions of approximately $96,181 in qualifying charitable distributions. The foundation's investment portfolio consists of government obligations (~$312K), corporate stock (~$1.08M), and corporate bonds (~$586K). The foundation paid excise tax of $1,402 on net investment income, consistent with the standard 1.39% rate. The care-of officer Nancy Delude (60 Glen Ellen Blvd, Millis, MA 02054) continues to oversee operations. The website at dalefoundation.org is protected by a security challenge (Cloudflare or similar), limiting public access to grant information. No press releases, news coverage, or public grant announcements have been located, consistent with a low-profile family foundation that does not seek public attention or solicit applications.

Given the private, family-directed nature of Dale Foundation, applicants should approach with the following strategies:

1. Do not cold-apply: This foundation almost certainly does not accept unsolicited grant applications. Relationship-based introductions through existing grantees or community connectors in the Millis/Norfolk County, MA area are the most viable path to funding consideration.

2. Focus on Massachusetts nonprofits: All available evidence points to a local/regional focus in Massachusetts, particularly the MetroWest/Norfolk County area. Organizations outside Massachusetts are unlikely to be funded.

3. Target modest grant requests: Given total annual distributions of $96K–$108K across likely 5–15 grantees, individual grants are probably in the $5,000–$25,000 range. Do not request amounts outside this window.

4. Align with general charitable purposes: The foundation does not appear to have a narrow programmatic focus — general community benefit, education, human services, and arts organizations in Massachusetts may all be eligible.

5. Contact via postal mail: If you believe you may be known to the foundation leadership, a brief introductory letter to 60 Glen Ellen Blvd, Millis, MA 02054 (c/o Nancy Delude) is the appropriate first step. The website is currently inaccessible to automated access; check dalefoundation.org directly in a browser for any updated application guidelines.

6. Timing: As an annual grantmaker, the foundation likely has a single annual grant cycle. Apply or make contact in early-to-mid calendar year if grantmaking aligns with the December fiscal year-end cycle.