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Samuel S Dale Trust Uw 100740 T01899 is a private trust based in DALLAS, TX. The foundation received its IRS ruling in 1996. The principal officer is State Street Bank & Trust Co. It holds total assets of $1.2M. Annual income is reported at $290K. The foundation is governed by 2 officers and trustees. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2020 to 2023. The foundation primarily funds organizations in New York and Rhode Island. According to available records, Samuel S Dale Trust Uw 100740 T01899 has made 34 grants totaling $279K, with a median grant of $5K. Annual giving has grown from $54K in 2020 to $72K in 2023. Grantmaking activity was highest in 2021 with $83K distributed across 10 grants. Individual grants have ranged from N/A to $29K, with an average award of $8K. The foundation has supported 20 unique organizations. The foundation primarily supports organizations in New York, District of Columbia, Rhode Island, which account for 94% of all grants. Grantmaking reaches organizations across 5 states. Contributions to this foundation are tax-deductible.
Smallest Grant
$509
Median Grant
$8K
Average Grant
$9K
Largest Grant
$22K
Based on 6 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Samuel S Dale Trust Uw 100740 T01899 primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 34 grants. Its grantmaking reaches organizations primarily in NY, DC, RI.
Samuel S Dale Trust Uw 100740 T01899 has distributed a total of $279K across 34 grants. The median grant size is $5K, with an average of $8K. Individual grants have ranged from N/A to $29K.
Samuel S Dale Trust Uw 100740 T01899 typically selects its grantees rather than accepting unsolicited proposals.
Samuel S Dale Trust Uw 100740 T01899 is headquartered in DALLAS, TX. While based in TX, the foundation distributes grants to organizations across 5 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Us Trust Fiduciary Tax Services | TRUSTEE | $10K | $0 | $10K |
| Joy Malone | CO-TRUSTEE | $8K | $0 | $8K |
Total Giving
$93K
Total Assets
$1.2M
Fair Market Value
$1.3M
Net Worth
$1.2M
Grants Paid
$72K
Contributions
N/A
Net Investment Income
$21K
Distribution Amount
$63K
Total Grants
34
Total Giving
$279K
Average Grant
$8K
Median Grant
$5K
Unique Recipients
20
Most Common Grant
$1K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Pop Warner Little ScholarsUNRESTRICTED GENERAL | Little Falls, NY | $29K | 2023 |
| Little Falls HospitalUNRESTRICTED GENERAL | Little Falls, NY | $28K | 2023 |
| Little Falls YmcaUNRESTRICTED GENERAL | Little Falls, NY | $10K | 2023 |
| Mohawk Valley Health SystemUNRESTRICTED GENERAL | Utica, NY | $3K | 2023 |
| Project LinusPURCHASE BLANKETS FOR ER | Salisbury Ctr, NY | $630 | 2023 |
| Little Falls Public LibraryUNRESTRICTED GENERAL | Little Falls, NY | $550 | 2023 |
| Imogene Bassett HospitalMEDICAL BILL | Baltimore, MD | $350 | 2023 |
| Towpath Vision Care-Richard Pascucci OdMEDICAL BILL | Clinton, NY | $129 | 2023 |
| Bdx Solutions IncMEDICAL BILL | Chicago, IL | N/A | 2023 |
| Rome Alliance For EducationUNRESTRICTED GENERAL | Rome, NY | $20K | 2022 |
| Emmanual Episcopal ChurchUNRESTRICTED GENERAL | Little Falls, NY | $800 | 2022 |
| Bailee Smith -Medical BillsGRANT MEDICAL BILLS NOT | Little Falls, NY | $547 | 2022 |
| Kathleen Johns- Dental CareTO COVER DENTAL CARE NOT | Little Fallls, NY | $500 | 2022 |
| Catholic CharitiesUNRESTRICTED GENERAL | Washington Dc, DC | $25K | 2021 |
| Please See Attached IndividualsINDIVIDUALS MEDICAL | Providence, RI | $9K | 2021 |
| Holy Family ParishUNRESTRICTED GENERAL | Little Falls, NY | $5K | 2021 |
| First Assembly Of God ChurchUNRESTRICTED GENERAL | Little Falls, NY | $5K | 2021 |
| St Pauls Universalist ChurchUNRESTRICTED GENERAL | Little Falls, NY | $5K | 2021 |
| Little Falls Food PantryUNRESTRICTED GENERAL | Littlefalls, NY | $10K | 2020 |
| Little Falls Community OutreachUNRESTRICTED GENERAL | Little Falls, NY | $5K | 2020 |