Allen Christopher Estate Trust

DALLAS, TX EIN: 06-6027092

Allen Christopher Estate Trust is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.7M in total assets. In 2024, it awarded 2 grants totaling $144K. Net investment income was $327K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$3.7M

+4.5% YoY

Annual Giving

$144K

+35.2% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$72K

+35.2% YoY

Under IRS private-foundation payout rules, Allen Christopher Estate Trust reported a distributable amount of $209K for 2024 — the minimum it must pay out in qualifying distributions.

About Allen Christopher Estate Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Connecticut $696K (100%)

States

Connecticut

Cities

Stafford SpgsStafford Springs

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$3,733,512	$3,571,318	$3,623,131
Revenue	$369,233	$106,756	$-87,264
Expenses	$203,169	$157,060	$234,529
Qualifying Distributions	$164,390	$124,520	$182,667
Net Investment Income	$327,118	$66,336	$39,009
Distributable Amount	$208,641	$188,235	$190,818

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

Grant Size Distribution

11 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Johnson Memorial Hospital ($125,613), Stafford Library Association ($17,945).

Recipient	Purpose	Amount
STAFFORD LIBRARY ASSOCIATION STAFFORD SPRINGS, CT	UNRESTRICTED GENERAL	$17,945
JOHNSON MEMORIAL HOSPITAL STAFFORD SPRINGS, CT	UNRESTRICTED GENERAL	$125,613

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
BANK OF AMERICA	TRUSTEE	1	$50,831

Frequently Asked Questions

How large is Allen Christopher Estate Trust?

As of 2024, Allen Christopher Estate Trust holds $3.7M in total assets with $369K in annual revenue. It awarded 2 grants totaling $144K in 2024.

Where does Allen Christopher Estate Trust operate?

Allen Christopher Estate Trust has awarded grants in Connecticut.

What size grants does Allen Christopher Estate Trust award?

In 2024, Allen Christopher Estate Trust awarded 2 grants totaling $144K — an average of about $72K per grant, based on its IRS Form 990 filings.

How much is Allen Christopher Estate Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Allen Christopher Estate Trust reported a distributable amount of $209K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Allen Christopher Estate Trust's EIN?

Allen Christopher Estate Trust's EIN (Employer Identification Number) is 06-6027092. IRS Form 990 filing data is available on this page for 2020–2024.