Alfred L Tarbox Trust

DALLAS, TX EIN: 01-6007892

Alfred L Tarbox Trust is a private foundation, based in DALLAS, TX. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $551K in total assets. In 2024, it awarded 3 grants totaling $21K. Net investment income was $10K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$551K

+0.8% YoY

Annual Giving

$21K

-44.9% YoY

Grant Count

3

+0.0% YoY

Avg Grant Size

$7K

-44.9% YoY

Under IRS private-foundation payout rules, Alfred L Tarbox Trust reported a distributable amount of $30K for 2024 — the minimum it must pay out in qualifying distributions.

About Alfred L Tarbox Trust

Based on IRS filings

Alfred L Tarbox Trust is a private foundation, based in DALLAS, TX. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $551K in total assets. In 2024, it awarded 3 grants totaling $21K. Net investment income was $10K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

BathBowdoinhamHarpswell

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$31K$62K$92K$123K2021202220232024
Metric202420232022
Total Assets$550,669$546,244$598,961
Revenue$18,330$-9,634$112,066
Expenses$31,676$50,878$37,390
Qualifying Distributions$25,082$42,143$29,625
Net Investment Income$10,235$5,728$104,193
Distributable Amount$29,911$28,263$31,711

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$19K$29K$38K3 grants20213 grants20223 grants20233 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

MONTGOMERY & ST BERNARD …$7KDUNLAP COMMANDERY #5 KT$7KSOLAR LODGE OF MASONS #1…$7K

Grant Size Distribution

12 grants across all recorded years

12<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Montgomery & St Bernard Rac #2 ($7,063), Dunlap Commandery #5 Kt ($7,063), Solar Lodge of Masons #14 F & Am ($7,063).

RecipientPurposeAmount
MONTGOMERY & ST BERNARD RAC #2 HARPSWELL, MEUNRESTRICTED GENERAL$7,063
DUNLAP COMMANDERY #5 KT BOWDOINHAM, MEUNRESTRICTED GENERAL$7,063
SOLAR LODGE OF MASONS #14 F & AM BATH, MEUNRESTRICTED GENERAL$7,063

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

BANK OF AMERICA N ATRUSTEE$8K

From 2024 filing

NameTitleHoursCompensation
BANK OF AMERICA N ATRUSTEE1$8,483

Frequently Asked Questions

How large is Alfred L Tarbox Trust?

As of 2024, Alfred L Tarbox Trust holds $551K in total assets with $18K in annual revenue. It awarded 3 grants totaling $21K in 2024.

Where does Alfred L Tarbox Trust operate?

Alfred L Tarbox Trust has awarded grants in Maine.

What size grants does Alfred L Tarbox Trust award?

In 2024, Alfred L Tarbox Trust awarded 3 grants totaling $21K — an average of about $7K per grant, based on its IRS Form 990 filings.

How much is Alfred L Tarbox Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Alfred L Tarbox Trust reported a distributable amount of $30K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Alfred L Tarbox Trust's EIN?

Alfred L Tarbox Trust's EIN (Employer Identification Number) is 01-6007892. IRS Form 990 filing data is available on this page for 2021–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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