Alta W Foster Trust

Foundation · Grantmaker DALLAS, TX EIN: 04-6269700

Alta W Foster Trust is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $27.4M in total assets. In 2024, it awarded 5 grants totaling $1.6M. Net investment income was $2.0M.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$27.4M

+1.3% YoY

Annual Giving

$1.6M

+23.0% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$327K

+23.0% YoY

Under IRS private-foundation payout rules, Alta W Foster Trust reported a distributable amount of $1.7M for 2024 — the minimum it must pay out in qualifying distributions.

About Alta W Foster Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Massachusetts $4.8M (60%)

Florida $1.6M (20%)

Oklahoma $1.6M (20%)

States

Florida Massachusetts Oklahoma

Cities

BostonHyannisOklahoma CityTampaW Barnstable

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$27,354,609	$27,011,766	$27,609,057
Revenue	$2,172,425	$904,272	$1,700,253
Expenses	$1,811,539	$1,498,976	$2,022,969
Qualifying Distributions	$1,673,187	$1,372,967	$1,862,859
Net Investment Income	$2,036,473	$678,566	$1,564,161
Distributable Amount	$1,711,096	$1,570,188	$1,616,816

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2024

Grant Size Distribution

25 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Cape Cod Healthcare Foundation ($326,873), Children's Hospital ($326,873), Cape Cod Community College ($326,873).

Recipient	Purpose	Amount
CAPE COD HEALTHCARE FOUNDATION HYANNIS, MA	UNRESTRICTED GENERAL	$326,873
CHILDREN'S HOSPITAL BOSTON, MA	UNRESTRICTED GENERAL	$326,873
CAPE COD COMMUNITY COLLEGE W BARNSTABLE, MA	UNRESTRICTED GENERAL	$326,873
SHRINERS' HOSPITALS FOR CHILDREN TAMPA, FL	UNRESTRICTED GENERAL	$326,873
AMERICAN CANCER SOCIETY OKLAHOMA CITY, OK	UNRESTRICTED GENERAL	$326,873

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	$95,006

Frequently Asked Questions

How large is Alta W Foster Trust?

As of 2024, Alta W Foster Trust holds $27.4M in total assets with $2.2M in annual revenue. It awarded 5 grants totaling $1.6M in 2024.

Where does Alta W Foster Trust operate?

Alta W Foster Trust has awarded grants in Florida, Massachusetts, Oklahoma.

What size grants does Alta W Foster Trust award?

In 2024, Alta W Foster Trust awarded 5 grants totaling $1.6M — an average of about $327K per grant, based on its IRS Form 990 filings.

How much is Alta W Foster Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Alta W Foster Trust reported a distributable amount of $1.7M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.