Allen Dobson Trust Pts

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 2024. As of 2024, the organization holds $2.1M in total assets. In 2024, it awarded 1 grants totaling $182K. Net investment income was $236K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$2.1M

+4.1% YoY

Annual Giving

$182K

+20.6% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$182K

+20.6% YoY

Under IRS private-foundation payout rules, Allen Dobson Trust Pts reported a distributable amount of $111K for 2024 — the minimum it must pay out in qualifying distributions.

About Allen Dobson Trust Pts

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Tennessee $883K (100%)

States

Tennessee

Cities

Nashville

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$2,093,603	$2,010,565	$2,089,487
Revenue	$266,470	$124,023	$136,997
Expenses	$210,661	$180,239	$224,140
Qualifying Distributions	$182,213	$151,099	$190,173
Net Investment Income	$236,068	$94,089	$107,191
Distributable Amount	$110,881	$105,358	$111,348

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Youth Incorporated ($182,213).

Recipient	Purpose	Amount
Youth Incorporated Nashville, TN	GENERAL SUPPORT	$182,213

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

No officer/director data available.

Frequently Asked Questions

How large is Allen Dobson Trust Pts?

As of 2024, Allen Dobson Trust Pts holds $2.1M in total assets with $266K in annual revenue. It awarded 1 grants totaling $182K in 2024.

Where does Allen Dobson Trust Pts operate?

Allen Dobson Trust Pts has awarded grants in Tennessee.

What size grants does Allen Dobson Trust Pts award?

In 2024, Allen Dobson Trust Pts awarded 1 grants totaling $182K — an average of about $182K per grant, based on its IRS Form 990 filings.

How much is Allen Dobson Trust Pts required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Allen Dobson Trust Pts reported a distributable amount of $111K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.