Allen Dobson Trust PTS

Foundation · Grantmaker Oaks, PA EIN: 62-6090829

Allen Dobson Trust PTS is a private foundation, based in Oaks, PA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $2.1M in total assets. In 2025, it awarded 1 grant totaling $165K. Net investment income was $203K.

Key facts about Allen Dobson Trust PTS

In short: Allen Dobson Trust PTS gave $165K across 1 grant in 2025 (avg $165K), mostly in Tennessee. Source: 2025 IRS Form 990-PF.

EIN
62-6090829
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$165,483
Grants made (2025)
1
Average grant
$165,483
Median grant
$165,483
Total assets
$2,127,111
Primary geography
Tennessee (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$2.1M

+1.6% YoY

Annual Giving

$165K

-9.2% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$165K

-9.2% YoY

Under IRS private-foundation payout rules, Allen Dobson Trust PTS reported a distributable amount of $115K for 2025 — the minimum it must pay out in qualifying distributions.

How Allen Dobson Trust PTS gives

  • Giving held roughly steady from 2022 to 2025 (−13%). Method
  • In 2025 it paid out 145% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of all 1 itemized 2025 grant dollars.

States

Cities

Nashville

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K$200K1 grants20201 grants20211 grants20221 grants20231 grants20241 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2025

Youth Incorporated: $165KYouth Incorporated$165K

Grant Size Distribution

5 grants across all recorded years

<$50K$50–100K5$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Youth Incorporated Nashville, TNGENERAL SUPPORT$165,483

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$100K$200K$300K$400K202020212022202320242025
Metric202520242023
Total Assets$2,127,111$2,093,603$2,010,565
Revenue$230,392$266,470$124,023
Expenses$198,666$210,661$180,239
Qualifying Distributions$166,483$182,213$151,099
Net Investment Income$203,215$236,068$94,089
Distributable Amount$114,869$110,881$105,358

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2025 (received by the IRS May 4, 2026)
  2. IRS filings on file for fiscal years 2020–2024

Frequently asked questions about Allen Dobson Trust PTS

How much does Allen Dobson Trust PTS give each year?

Allen Dobson Trust PTS gave $165K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $182K across 1 grant.

How large is Allen Dobson Trust PTS?

Allen Dobson Trust PTS reported $2.1M in total assets on its 2025 IRS Form 990-PF. It paid out $166K in qualifying distributions that year, against a required minimum of $115K (roughly 5% of its investment assets).

Where does Allen Dobson Trust PTS operate?

Allen Dobson Trust PTS has awarded grants in Tennessee.

What is Allen Dobson Trust PTS's EIN?

Allen Dobson Trust PTS's EIN (Employer Identification Number) is 62-6090829. IRS Form 990 filing data is available on this page for 2020–2025.

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

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