Nonprofit · EIN 26-0265867
LAWRENCE B DALE FAMILY FOUNDATION
Tax-exempt · DALLAS, TX 75201
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $394,567 | $178,846 | $215,721 | $3,899,755 | $0 | $3,899,755 |
| December 31, 2023 | 990-PF | -$101,275 | $503,942 | -$605,217 | $3,684,034 | $0 | $3,684,034 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $230,475
- Dividends
- $119,278
- Interest
- $31,022
- Net gain from sales of assets
- $162
- Other income
- $13,630
Expenses
- Grants and similar amounts paid
- $158,500
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $158,500
- Excise tax on investment income
- $1,998
Balance sheet and other
- Total assets, start of year
- $3,684,034
- Total assets, end of year
- $3,899,755
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,899,755
- Fair market value of assets
- $4,910,125
- Qualifying distributions
- $158,500
- Net investment income
- $164,092
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Lawrence B Dale 2100 Ross Ave Suite 1870, Dallas, TX 75201 | Pres, Treas & Director | 1 | $0 |
| Beverley B Dale 2100 Ross Ave Suite 1870, Dallas, TX 75201 | V-P, Sec'y & Director | 1 | $0 |
| John R Dale 2100 Ross Ave Suite 1870, Dallas, TX 75201 | Director | 1 | $0 |
| Peter L Dale 2100 Ross Ave Suite 1870, Dallas, TX 75201 | Director | 1 | $0 |
| Edward B Dale 2100 Ross Ave Suite 1870, Dallas, TX 75201 | Director | 1 | $0 |
| Jayne K Dale 2100 Ross Ave Suite 1870, Dallas, TX 75201 | Director | 1 | $0 |
990-PF for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LAWRENCE B DALE 2100 ROSS AVE SUITE 1870, DALLAS, TX 75201 | PRES, TREAS & DIRECTOR | 1 | $0 |
| BEVERLEY B DALE 2100 ROSS AVE SUITE 1870, DALLAS, TX 75201 | V-P, SEC'Y & DIRECTOR | 1 | $0 |
| JOHN R DALE 2100 ROSS AVE SUITE 1870, DALLAS, TX 75201 | DIRECTOR | 1 | $0 |
| PETER L DALE 2100 ROSS AVE SUITE 1870, DALLAS, TX 75201 | DIRECTOR | 1 | $0 |
| EDWARD B DALE 2100 ROSS AVE SUITE 1870, DALLAS, TX 75201 | DIRECTOR | 1 | $0 |
| JAYNE K DALE 2100 ROSS AVE SUITE 1870, DALLAS, TX 75201 | DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 2100 ROSS AVE STE 1870 # LB9, DALLAS, TX 75201-6773
- In care of
- % LAWRENCE B DALE
- Signed the 990-PF
- LAWRENCE B DALE, PRESIDENT
- Phone
- (817) 334-0066
- Return prepared by
- The Blum Firm PC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 26-0265867
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2009
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $3,899,755
- Income (IRS master file)
- $544,405
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $394,567 | $178,846 | $3,899,755 | IRS |
| 990-PF | December 2023 | -$101,275 | $503,942 | $3,684,034 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 26-0265867).
Questions about LAWRENCE B DALE FAMILY FOUNDATION
- What is the EIN of LAWRENCE B DALE FAMILY FOUNDATION?
- The employer identification number (EIN) of LAWRENCE B DALE FAMILY FOUNDATION is 26-0265867.
- Is LAWRENCE B DALE FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
- Are donations to LAWRENCE B DALE FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LAWRENCE B DALE FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LAWRENCE B DALE FAMILY FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LAWRENCE B DALE FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of LAWRENCE B DALE FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 6 people; 0 received compensation from the organization.
- How much revenue does LAWRENCE B DALE FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $394,567, expenses of $178,846 and total assets of $3,899,755 at year end.
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