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.
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
Share of all 1 itemized 2025 grant dollars.
States
Cities
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 2025
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Youth Incorporated Nashville, TN | GENERAL SUPPORT | $165,483 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| 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
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 4, 2026)
- 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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