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Bill and Irma Dale Charitable Family Foundation at a glance

· 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.

$6.0M
Granted FY2024still arriving
11
Grants FY2024still arriving
4
States reached
$5.9M
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead

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

9
’23
9
’24

Amber years are those where most dollars went to a sponsor.

01What it funds
01100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2023 to 2024.

Philanthropy$6.3MEducation$115kReligion$62kHuman Services$12kHousing & Shelter$11kHealth$5k
02FY2024 · 11 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2024

  • Under $10k7 grants · $17k
  • $10k–50k3 grants · $100k
  • $250k+1 grant · $5.9M
$5,000
Median grant
4
States reached
$0
Total assets
Largest grants
RecipientAmount
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
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Its 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 its grants land in higher-need ZIPs.

area typical 8%BRAVO ZULU HOUSE: $5k → 8%BRAVO ZULU HOUSE: $5k → 11%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

99%of every dollar goes to organizations it has funded before.
$203k · 9 repeat orgs$2k to everyone else

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

Re-uppedFunded once

Organizations

9
1

Total granted

$203k
$2k

Still filing today

89%
0%

New vs renewed · share of each year

In FY2024, 98% of grant dollars renewed an existing relationship; $2k went to new ones.

50%100%’23’24
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’23’24
HealthEducationHousing & ShelterHuman ServicesOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). 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

  • LC
    Liberty Common School
    2× · 2023–2024 · $60k · revenue +43%
  • CO
    COLLEGE OF THE OZARKS
    2× · 2023–2024 · $55k · revenue +10%
  • TS
    TRINITY SOBER HOMES
    2× · 2023–2024 · $11k · revenue +2%

Funded once

  • JR
    JESUIT RETREAT HOUSE
    one grant, 2024 · $2k
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
Trinity Continuing Care Services

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…

Health
2
Watertown Lutheran Senior Housing Inc

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.

—
3
St Lukes Lutheran Care Center

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…

Human Services
4
Luther Classical College

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.

Education
5
Wisconsin Lutheran Home Ministries Inc

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.

—
6
Hospice of Holland Inc

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.

Human Services
7
Lutheran Haven Inc

The mission of lutheran haven is to provide a quality christ-centered haven of care to older adults

Human Services
8
Martin Luther Home Corporation

To provide healthcare and other related services for aging persons regardless of the ability of residents to pay for these services.

—
9
Clarehouse Inc

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…

Human Services
10
St Luke Community Hospital

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,…

Health
11
Benedictine Living Community - Owatonna

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…

—
12
The Foundation for Health Care Continuums

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.

Health
How this is measured
The grantee most central to the portfolio’s shape is Interfaith Outreach and Community Partners; 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.
04the grantee network

9 grantees tracked through their own filings, 2017–2026.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2026, 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.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

0
Load-bearing (≥25% of a budget)
0
Early backer (in before they grew)
9/9
Grantees still filing
8/9
Grew since first funded

Where the money sits, by cause and then by grantee

VANGUARD CHARITABLE ENDOWMENT PROGRAM: $6,315,394 · PhilanthropyVANGUARD CHARITABLE ENDOWMENT PROGRAMLiberty Common School: $60,000 · EducationCOLLEGE OF THE OZARKS: $55,000 · EducationWayzata Community Church: $60,000 · Other+2 more: $4,000 · OtherTRINITY SOBER HOMES: $11,470 · Housing & ShelterBRAVO ZULU HOUSE: $10,000 · Human ServicesN C LITTLE MEMORIAL HOSPICE INC: $2,000 · HealthGILDA'S CLUB TWIN CITIES INC: $2,000 · HealthTHE GRIEF CLUB OF MINNESOTA: $1,000 · Health
Philanthropy$6,315,394Education$115,000Other$64,000Housing & Shelter$11,470Human Services$10,000Health$5,000

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetVANGUARD CHARITABLE ENDOWMENT PROGRAM: $6,315,394 over 2y, 0.1% of budgetLiberty Common School: $60,000 over 2y, 0.2% of budgetCOLLEGE OF THE OZARKS: $55,000 over 2y, 0.0% of budgetTRINITY SOBER HOMES: $11,470 over 2y, 1.2% of budgetBRAVO ZULU HOUSE: $10,000 over 2y, 0.9% of budgetN C LITTLE MEMORIAL HOSPICE INC: $2,000 over 2y, 0.0% of budgetINTERFAITH OUTREACH AND COMMUNITY PARTNERS: $2,000 over 2y, 0.0% of budgetGILDA'S CLUB TWIN CITIES INC: $2,000 over 2y, 0.1% of budgetTHE GRIEF CLUB OF MINNESOTA: $1,000 over 2y, 0.1% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

The Minneapolis Found…Saint Paul & Minnesot…National Philanthropi…Donor Advised Charita…Fidelity Investments …Amazonsmile Foundation
The Minneapolis FoundationMN17.1× affinity6 shared granteesties to 5 of 5Hover any node to trace its alignments.Compare side by side →

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

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

How much its grantees rely on government

Each dot is one organization Bill and Irma Dale Charitable Family Foundation funds: left to right is the share of its income from government, bottom to top the share from Bill and Irma Dale Charitable Family Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 00%0%1%3%5%funder's share of their income ↑0%1%3%4%5%share of the org’s income from government →
    no gov moneyreceives it· size = income
    0get no government money at all
    2report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–5%
    typical government reliance, FY20–25
    How this is measured
    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 a grant caused the public funding. Coverage is precision-first, a floor rather than 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 to 24 months.

    On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 11 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

    How this is measured
    Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

    Generated from the IRS Form 990-PF e-file return for fiscal year 2024, released 2024. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

    Source object · view filing

    Play a game based on Bill and Irma Dale Charitable Family’s filings →

    More from the funding graph

    The unnamed billions
    grants reported with no recipient in the public record
    The regranting layer
    51% of grant dollars land in the regranting layer
    The DAF merry-go-round
    $9.7B circulates between donor-advised funds
    The endowment market
    who holds foundation money, and what just moved
    The camps
    funders cluster by geography, not ideology
    By state
    where grant money is based, and what stays home