Texas · Nonprofit
UNITED WAY FOUNDATION OF METROPOLITAN DALLAS
UNITED WAY FOUNDATION OF METROPOLITAN DALLAS (Texas) receives grants from 13 organizations whose IRS filings report $2,852,275 to it, the largest being FIDELITY INVESTMENTS CHARITABLE GIFT FUND ($1,518,893). 9 of them have funded it in more than one year, and 64% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly.
- Revenue FY2025
- $8.3M
- Funders on record
- 13
- Grants received
- $2.9M
- Net assets
- $74M
What United Way Foundation of Metropolitan Dallas does
Mission
The foundation was founded exclusively for the purpose of receiving gifts, grants and bequests in order to establish an endowment fund for the long-term benefit of the united way of metropolitan dallas (uwmd).
As stated on its FY2025 Form 990.
Programs
During the year ending june 30, 2025, the foundation board approved a distribution of $2,528,000 from its endowments to uwmd, which represents the higher of $2,500,000 or 4.5% of the 12-quarter rolling average endowment market value as of december 31, 2024, or the most recent quarter's endowment closing market value, whichever was lower.
$2,528,000 spentof which $2,528,000 as grants74% of program spendingThe foundation received funds designated to agencies during the year ending june 30, 2025. These monies were granted to the agencies as requested by the donor.
$722,783 spentof which $722,783 as grants21% of program spendingThe foundation received funds designated to uwmd during the year ending june 30, 2025. These monies were granted to uwmd as requested by the donor.
$145,000 spentof which $145,000 as grants$2,000 earned by the program4% of program spending
The 3 programs described on its FY2024 Form 990, listed largest first by expense. Program spending in total: $3,395,783.
The organization over time
Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.
Balance sheet
Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2020 to 2021, from $50M to $61M (+22%).
How it's funded, over time
Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.
47% of UNITED WAY FOUNDATION OF METROPOLITAN DALLAS’s revenue is contributions — about as donation-reliant as the typical peer (82% for the typical peer).
Surplus & reserves
Operating surplus or deficit each year, and months of liquidity in hand. 3 of the last 9 reported years ran a deficit.
reserve
Leadership and staff
The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.
Chief executive
Jennifer Sampson
President and CEO
As listed on its FY2025 Form 990.
Who funds it, year by year
2017 → 2023: the base broadened from 2 funders to 3 funders, grant income fell $220k → $47k.
5 of 13 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 64% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.
Left out of every figure on this page: $727k from 2 payers (the payer shares this organization's board, largest United Way of Metropolitan Dallas Inc); $472k from one payer (the same organization on both sides, largest United Way Foundation of Metropolitan Dallas). These are real filings, and they are not money UNITED WAY FOUNDATION OF METROPOLITAN DALLAS raised.
From the IRS filings of UNITED WAY FOUNDATION OF METROPOLITAN DALLAS’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
How concentrated its funding is
UNITED WAY FOUNDATION OF METROPOLITAN DALLAS leans on a few funders — its largest provides 53% of grant income and the top three 82%; half comes from just 1 funder.
the vertical line marks half of all grant income — 1 funder to its left
69% of the income these shares are computed over arrives through pass-through sponsors or from payers whose filings do not say what kind of payment it is. Concentration is still measured over all of it, because the money is real; what it does not support is a claim about how many institutions have chosen to fund UNITED WAY FOUNDATION OF METROPOLITAN DALLAS.
Largest funder’s share by year: 2017 95% · 2018 82% · 2019 55% · 2020 46% · 2021 70% · 2022 92% · 2023 54% — diversifying over time.
“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
How long its funders stay
33% of UNITED WAY FOUNDATION OF METROPOLITAN DALLAS's funders are still giving 3 years after their first grant; 69% give in more than one year at all.
Share of funders still giving k years after their first recorded grant, pooled across every acquisition cohort. A funder counts as retained in a year only if it made a grant that year. Measured to FY2023, the last fiscal year that has finished arriving — a funder cannot be counted as lapsed in a year most filers have not reached.
Where its funders are
64% of UNITED WAY FOUNDATION OF METROPOLITAN DALLAS's grant income arrives through donor-advised or pass-through sponsors, whose addresses record where the money is held rather than where the donor is. Of the $1.0M that is directly attributable, 84% of it comes from Texas funders.
In-state vs out-of-state, by year
Funder states come from each funder’s own filing. $1.8M arriving through sponsors registered in 5 states is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
Against its field
UNITED WAY FOUNDATION OF METROPOLITAN DALLAS runs a healthier operating margin than half of the 1,504 philanthropy nonprofits its size.
this organization peer median middle 50% of peers· 1,504 philanthropy nonprofits $1M–$10M, FY2025
Organizations like UNITED WAY FOUNDATION OF METROPOLITAN DALLAS
Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.
In Texas
Nationally
Read directly from this organization’s own Form 990, as neutral context.
Where the money goes
64% of spending goes to programs.
Governance
Footprint & structure
Part of a family of 1 related entity
- United Way of Metropolitan Dallas Inc · exempt
Screen this organization
A dated, signed PDF of the compliance screen for UNITED WAY FOUNDATION OF METROPOLITAN DALLAS: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.
Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf
Questions and answers
- Who funds UNITED WAY FOUNDATION OF METROPOLITAN DALLAS?
- UNITED WAY FOUNDATION OF METROPOLITAN DALLAS (Texas) receives grants from 13 organizations whose IRS filings report $2,852,275 to it, the largest being FIDELITY INVESTMENTS CHARITABLE GIFT FUND ($1,518,893). 9 of them have funded it in more than one year, and 64% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly.
- How many funders does UNITED WAY FOUNDATION OF METROPOLITAN DALLAS have?
- IRS filings report 13 organizations giving $2,852,275 in grants to UNITED WAY FOUNDATION OF METROPOLITAN DALLAS, 9 of which have funded it in more than one year.
- Who is the largest funder of UNITED WAY FOUNDATION OF METROPOLITAN DALLAS?
- FIDELITY INVESTMENTS CHARITABLE GIFT FUND is the largest funder on record, with $1,518,893 in grants. The full list of funders is on this page.
- How can an organization like UNITED WAY FOUNDATION OF METROPOLITAN DALLAS find more funders?
- Start with the funders already giving here, then look at the foundations that back similar organizations in Texas. The funding by cause and by state pages list the largest funders for a given area and how to approach them.
These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2025 (financials across 2017–2025), and the filings of 13 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing