· Private foundation
Bill and Irma Dale Charitable Family Foundation
Its FY2024 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.
Read this first · the figures below need context
98% of Bill and Irma Dale Charitable Family Foundation’s FY2024 grant dollars went to Vanguard Charitable Endowment Program, not to grantees.
Its money now reaches organizations through that sponsor, which does not report who recommended each grant. FY2024 names 9 organizations directly, so a portfolio cannot be read from it.
Organizations named directly on the return
Amber years are those where most dollars went to a sponsor.
What you funded, over time
Every grant placed by its stated purpose and the recipient’s mission, by year — across FY2023–2024.
Where the money goes
Your grants by size, and where they go.
By grant size · FY2024
- Under $10k7 grants · $17k
- $10k–50k3 grants · $100k
- $250k+1 grant · $5.9M
| Recipient | Amount |
|---|---|
| VANGUARD CHARITABLE | $5,915,394 |
| LIBERTY COMMON SCHOOL | $35,000 |
| WAYZATA COMMUNITY CHURCH | $35,000 |
| COLLEGE OF THE OZARKS | $30,000 |
| TRINITY SOBER HOMES | $6,470 |
| BRAVO ZULU HOUSE | $5,000 |
| JESUIT RETREAT HOUSE | $2,000 |
| GILDA'S CLUB MINNESOTA | $1,000 |
| INTERFAITH OUTREACH & COMMUNITY PARTNERS | $1,000 |
| N C LITTLE MEMORIAL HOSPICE INC | $1,000 |
| THE GRIEF CLUB OF MINNESOTA | $500 |
Do your dollars go where the need is?
Each grant placed by the hardship in its grantee’s ZIP, then read against the area’s typical level.
Your human-services grants (FY23–24, $10k) land where the poverty rate runs at 10%, against an area that typically sits at 8%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of your grants land in higher-need ZIPs.
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty linein the grantee’s ZIP, averaged from the tracts in that ZIP; grantee ZIP can differ from where services are delivered.
US grants placed by each grantee’s ZIP, which can differ from where services are actually delivered. Need from public data — U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA — shown as context about the area, never attributed to your giving.
Who you back again
Which organizations you funded more than once, and which you funded a single time. Each grantee is matched to its own filings.
9 repeat relationships — 9 still active in FY2024, 0 since wound down; 1 grantees were first funded in FY2024 (too recent to call).
How the two cohorts compare
Organizations
Total granted
Still filing today
New vs renewed · share of each year
In FY2024, 98% of grant dollars renewed an existing relationship; $2k went to new ones.
Where new relationships form · theme of each grantee’s first grant
First-time = a grantee’s first year in your filing window; renewed = funded in an earlier year too. As a portfolio matures the renewed share naturally climbs — once funded, an org stays “renewable” — so the signal is the years that buck it (a new-grantee intake wave). The earliest year is left-censored: relationships that predate the data read as “new.” Theme is the grantee’s IRS cause.
Backed again, and grew
- LCLiberty Common School2× · 2023–2024 · $60k · revenue +43%
- COCOLLEGE OF THE OZARKS2× · 2023–2024 · $55k · revenue +10%
- TSTRINITY SOBER HOMES2× · 2023–2024 · $11k · revenue +2%
Funded once
- JRJESUIT RETREAT HOUSEone grant, 2024 · $2k
Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent IRS filings.
The map has a center of gravity: the average direction from the rest of the sector toward the organizations the foundation funds — the shape of its giving. Scoring every nonprofit along that direction surfaces the ones that look most like the portfolio. These are the closest matchesthat aren’t grantees — a resemblance in what they say they do, not a recommendation.
We, trinity senior living communities and trinity health, serve together in the spirit of the gospel as a compassionate and transforming healing presence within our communities.trinity continuing care services (d/b/a trinity health senior…
To share christ's love as we serve the spiritual, physical, intellectual and emotional needs of people entrusted to our care and others whose lives we touch.
St. luke's lutheran care center provides elderly and handicapped people with housing facilities and services and is specially designed to meet the physical, social, and psychological needs of the residents and to contribute to their…
Luther classical college educates lutherans in the classical, lutheran tradition and prepares them for godly vocations within family, church, and society, fostering christian culture through study of the best of our western heritage.
To share christ's love as we serve the spiritual, physical, intellectual and emotional needs of people entrusted to our care and others whose lives we touch.
The mission of hospice of holland is to provide the most compassionate and highest quality end-of-life care through physical, emotional, and spiritual support.
The mission of lutheran haven is to provide a quality christ-centered haven of care to older adults
To provide healthcare and other related services for aging persons regardless of the ability of residents to pay for these services.
Mission: We embrace death and dying as a normal part of life and provide, at no cost to guests and families, the support people need to make the most of every moment.Vision: Clarehouse envisions a loving community where all people have the…
The mission of st. luke community healthcare is to remain an integral component of the communities of the mission valley through the delivery of personal, compassionate, quality health care in a dignified manner that values our patients,…
We are a catholic, faith-based organization entrusted with advancing the life-enhancing senior care ministry of the benedictine sisters of duluth, minnesota. we witness to god's love by creating inclusive communities, supporting those we…
The mission of the foundation for health care continuums is to strengthen each community we serve by providing a wide spectrum of housing and health care services that honor the evolving, aging population.
For reference, the grantee most central to the portfolio’s shape is Interfaith Outreach and Community Partners and the most unlike its peers is Liberty Common School. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
9 grantees tracked through their own filings, 2017–2025.
Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue from every source. Association, dated; never a causal claim.
Counted here: distinct organizations you funded across 2017–2025, not grant rows in a single year — so this will not match the grant count on the cover. 9 of the 11 grantees resolved in that span have returns of their own we could reconcile; the rest are funded organizations whose filings we could not track year by year.
Where your money sits — by cause, then by grantee
Each org by its size and your share of it — top-left is where you’re load-bearing
Go grantee by grantee — a decade per org, and how each moved after you funded them
A decade per grantee — revenue shaded, your grants as bars, all rows on one timeline.
- Who funds VANGUARD CHARITABLE ENDOWMENT PROGRAM ↗
- Who funds Liberty Common School ↗
- Who funds COLLEGE OF THE OZARKS ↗
- Who funds TRINITY SOBER HOMES ↗
- Who funds BRAVO ZULU HOUSE ↗
- Who funds N C LITTLE MEMORIAL HOSPICE INC ↗
- Who funds INTERFAITH OUTREACH AND COMMUNITY PARTNERS ↗
- Who funds GILDA'S CLUB TWIN CITIES INC ↗
- Who funds THE GRIEF CLUB OF MINNESOTA ↗
The grantmakers whose grantees overlap with yours far more than size alone predicts. Each orbits closer the stronger the alignment; the arcs between them show where they also fund each other. Here it reads as a tightly interlocked camp — most of these funders back each other's grantees too.
Open a dossier: The Minneapolis Foundation · Saint Paul & Minnesota Foundation · National Philanthropic Trust · Donor Advised Charitable Giving Inc · Fidelity Investments Charitable Gift Fund · Amazonsmile Foundation
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. A research starting point: overlap is association, not proof of shared intent.
Government reliance of your grantees
Every dot is one organization Bill and Irma Dale Charitable Family Foundation funds. Left–right is the share of its income from government; up–down is the share from you. Bigger dots raise more. Filter to federal or a single department — and drag the year to watch it move.
Government income is each org’s traced federal awards (USASpending — grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that your grant caused the public funding. Coverage is precision-first — a floor, not a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12–24 months.