Alice S Raymond Tr Ua

DALLAS, TX EIN: 06-6240850

Alice S Raymond Tr Ua is a private foundation, based in DALLAS, TX. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $875K in total assets. In 2025, it awarded 3 grants totaling $47K. Net investment income was $71K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$875K

+2.0% YoY

Annual Giving

$47K

+14.6% YoY

Grant Count

3

+0.0% YoY

Avg Grant Size

$16K

+14.6% YoY

Under IRS private-foundation payout rules, Alice S Raymond Tr Ua reported a distributable amount of $52K for 2025 — the minimum it must pay out in qualifying distributions.

About Alice S Raymond Tr Ua

Based on IRS filings

Alice S Raymond Tr Ua is a private foundation, based in DALLAS, TX. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $875K in total assets. In 2025, it awarded 3 grants totaling $47K. Net investment income was $71K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Cities

ClintonMedfordNew HavenSomerville

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$48K$97K$145K$193K20212022202320242025
Metric202520242023
Total Assets$874,952$857,570$857,025
Revenue$83,418$31,477$-4,590
Expenses$64,914$57,080$53,209
Qualifying Distributions$53,378$46,892$39,708
Net Investment Income$71,368$18,931$9,498
Distributable Amount$52,070$48,797$45,462

Giving Over Time

Total grant dollars and number of grants per year

$0$13K$26K$39K$52K3 grants20213 grants20223 grants20233 grants20243 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2025

TUFTS UNIVERSITY$28KCLINTON METHODIST CHURCH$11KYALE UNIVERSITY$7K

Grant Size Distribution

15 grants across all recorded years

15<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include Tufts University ($28,093), Clinton Methodist Church ($11,245), Yale University ($7,483).

RecipientPurposeAmount
TUFTS UNIVERSITY MEDFORD, MAUNRESTRICTED GENERAL$28,093
YALE UNIVERSITY NEW HAVEN, CTUNRESTRICTED GENERAL$7,483
CLINTON METHODIST CHURCH CLINTON, CTUNRESTRICTED GENERAL$11,245

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

BANK OF AMERICATRUSTEE$15K

From 2025 filing

NameTitleHoursCompensation
BANK OF AMERICATRUSTEE1$15,142

Frequently Asked Questions

How large is Alice S Raymond Tr Ua?

As of 2025, Alice S Raymond Tr Ua holds $875K in total assets with $83K in annual revenue. It awarded 3 grants totaling $47K in 2025.

Where does Alice S Raymond Tr Ua operate?

Alice S Raymond Tr Ua has awarded grants in Connecticut, Massachusetts.

What size grants does Alice S Raymond Tr Ua award?

In 2025, Alice S Raymond Tr Ua awarded 3 grants totaling $47K — an average of about $16K per grant, based on its IRS Form 990 filings.

How much is Alice S Raymond Tr Ua required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Alice S Raymond Tr Ua reported a distributable amount of $52K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Alice S Raymond Tr Ua's EIN?

Alice S Raymond Tr Ua's EIN (Employer Identification Number) is 06-6240850. IRS Form 990 filing data is available on this page for 2021–2025.

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

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