Allen Dobson Trust PTS
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.
Allen Dobson Trust PTS at a glance
In short: Allen Dobson Trust PTS gave $165K across 1 grant in 2025 (avg $165K), mostly in Tennessee. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $165,483
- -9.2% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $165,483
- -9.2% vs 2024
- Median grant
- $165,483
- Total assets
- $2,127,111
- +1.6% vs 2024
- Primary geography
- Tennessee (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Who Allen Dobson Trust PTS funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Youth Incorporated ($165K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $100–250K range: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $151K (2023) to $190K (2022). In 2025 it made 1 grant totaling $165K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Youth Incorporated Nashville, TN | General Support | $165,483 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $2,127,111 | $230,392 | $198,666 | $165,483 | 1 | $166,483 | $203,215 | $114,869 |
| 2024 | $2,093,603 | $266,470 | $210,661 | $182,213 | 1 | $182,213 | $236,068 | $110,881 |
| 2023 | $2,010,565 | $124,023 | $180,239 | $151,099 | 1 | $151,099 | $94,089 | $105,358 |
| 2022 | $2,089,487 | $136,997 | $224,140 | $190,173 | 1 | $190,173 | $107,191 | $111,348 |
| 2021 | $2,162,791 | $318,200 | $217,393 | $184,282 | 1 | $184,282 | $285,153 | $127,607 |
| 2020 | $2,045,062 | $173,890 | $205,214 | $174,748 | 1 | — | $147,553 | $114,415 |
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.
Leadership & Key People
Officers and directors from IRS filings
Allen Dobson Trust PTS is led by Seic, Trustee on every filing since 2023 — the only officer listed, and compensated.
Officers on the 2025 filing
Seic
Trustee
On filings since 2023
4 hrs/week
$2K (2023) → $2K (2025)
Former officers (1)
- Former: SEI Private Trust Company (2020–2022) — Trustee
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $2K, to Seic (Trustee).
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 October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 4, 2026)
- IRS filings on file for fiscal years 2020–2024
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