Allan Neustadt Charitable Trust

ALLEN, TX EIN: 73-6300551

Allan Neustadt Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ALLEN, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $327K in total assets. In 2024, it awarded 20 grants totaling $57K. Net investment income was $16K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$327K

-12.2% YoY

Annual Giving

$57K

+13.2% YoY

Grant Count

20

+25.0% YoY

Avg Grant Size

$3K

-9.4% YoY

Under IRS private-foundation payout rules, Allan Neustadt Charitable Trust reported a distributable amount of $57K for 2024 — the minimum it must pay out in qualifying distributions.

About Allan Neustadt Charitable Trust

Based on IRS filings

Allan Neustadt Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ALLEN, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $327K in total assets. In 2024, it awarded 20 grants totaling $57K. Net investment income was $16K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

12states
+4 more states

Cities

AlexandriaArdmoreBoiseColorado SpringColumbusDallasDenverDonnellyFt WorthHagerstownLakewoodMccallMemphisMercersburgNewarkNormanOklahoma CityPhoenixStartburg

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$28K$56K$85K$113K20202021202220232024
Metric202420232022
Total Assets$327,377$372,899$360,545
Revenue$28,246$62,113$33,137
Expenses$68,765$60,155$74,981
Qualifying Distributions$57,000$50,350$64,945
Net Investment Income$16,481$52,102$23,101
Distributable Amount$57,299$47,686$47,074

Giving Over Time

Total grant dollars and number of grants per year

$0$23K$46K$69K$92K41 grants202046 grants202121 grants202216 grants202320 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

OKLAHOMA UNIVERSITY FOUN…$10KEQUEST THERAPUTIC HORSEM…$8KST LUKES MCCALL FD$6KJOHN AUSTIN CHELEY FOUND$5KRICHARD SABALA FOUNDATION$5KNATIONAL COUNCIL FOR ADO…$4KDELTA GAMMA FOUNDATION$4KSNOWDON WILDLIFE SANCTUARY$4KOUTCAST UNDER TRANSFORMA…$3KVALLEY COUNTY PATHWAYS$2K

Grant Size Distribution

144 grants across all recorded years

144<$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 Oklahoma University Foundation ($10,000), Equest Theraputic Horsemenship ($7,500), St Lukes Mccall Fd ($5,500).

RecipientPurposeAmount
CHARLES B GODDARD CENTER ARDMORE, OKCHARITABLE$1,000
CENTRAL IDAHO MTN BIKE ASSN MCCALL, IDCHARITABLE$1,000
CHEYENNE MOUNTAIN ZOO COLORADO SPRING, COCHARITABLE$500
CHI OMEGA FOUNDATION MEMPHIS, TNCHARITABLE$1,500
DELTA GAMMA FOUNDATION COLUMBUS, OHCHARITABLE$3,500
EQUEST THERAPUTIC HORSEMENSHIP DALLAS, TXCHARITABLE$7,500
JOHN AUSTIN CHELEY FOUND LAKEWOOD, COCHARITABLE$5,000
MAKE A WISH FOUNDATION BOISE, IDCHARITABLE$500
MCPAWS ANIMAL SHELTER MCCALL, IDCHARITABLE$1,500
OKLAHOMA UNIVERSITY FOUNDATION OKLAHOMA CITY, OKCHARITABLE$10,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
STOKLI ASHCRAFTCO TRUSTEE1
JULIE ASHCRAFTCO TRUSTEE1

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Allan Neustadt Charitable Trust?

Allan Neustadt Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in ALLEN, TX. It holds $327K in total assets as of 2024.

How large is Allan Neustadt Charitable Trust?

As of 2024, Allan Neustadt Charitable Trust holds $327K in total assets with $28K in annual revenue. It awarded 20 grants totaling $57K in 2024.

Where does Allan Neustadt Charitable Trust operate?

Allan Neustadt Charitable Trust has awarded grants in Arizona, Colorado, Idaho, Maryland, New Jersey, New York, Ohio, Oklahoma, Pennsylvania, Tennessee, Texas, Virginia.

What size grants does Allan Neustadt Charitable Trust award?

In 2024, Allan Neustadt Charitable Trust awarded 20 grants totaling $57K — an average of about $3K per grant, based on its IRS Form 990 filings.

How much is Allan Neustadt Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Allan Neustadt Charitable Trust reported a distributable amount of $57K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Allan Neustadt Charitable Trust's EIN?

Allan Neustadt Charitable Trust's EIN (Employer Identification Number) is 73-6300551. IRS Form 990 filing data is available on this page for 2020–2024.

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

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