Anna Dale Thomas Charitable Trust
Anna Dale Thomas Charitable Trust is a private foundation focused on Human Services, based in Mifflintown, PA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $218K in total assets. In 2025, it awarded 5 grants totaling $16K. Net investment income was $15K.
Anna Dale Thomas Charitable Trust at a glance
In short: Anna Dale Thomas Charitable Trust gave $16K across 5 grants in 2025 (avg $3K), mostly in Pennsylvania. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $15,500
- +3.3% vs 2024
- Grants made (2025)
- 5
- +0.0% vs 2024
- Average grant
- $3,100
- +3.3% vs 2024
- Median grant
- $4,000
- Total assets
- $218,030
- -0.9% vs 2024
- Primary geography
- Pennsylvania (97% 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 Anna Dale Thomas Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2025
The largest 2025 recipient was New Shelter Services Inc ($6K). Together the top 5 received $16K.
Grant Size Distribution
24 grants across all recorded years
The most common grant size was under $50K: 24 grants of 24 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 5 itemized grants.
Cities
How Anna Dale Thomas Charitable Trust gives
- Giving held roughly steady from 2022 to 2025 (+7%). Method
- In 2025 it paid out 138% 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 $14K (2020) to $16K (2021). In 2025 it made 5 grants totaling $16K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| New Shelter Services Inc Lewistown, PA | General Fund | $6,000 |
| Lewistown United Ministries in Neighborhood Action Lewistown, PA | General Fund | $4,000 |
| Lumina Center Lewistown, PA | General Fund | $4,000 |
| Crossroads Pregnancy Center Lewistown, PA | General Fund | $1,000 |
| Smile Train Washington, DC | General Fund | $500 |
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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 | $218,030 | $16,931 | $18,696 | $15,500 | 5 | $17,044 | $15,341 | $12,335 |
| 2024 | $219,915 | $19,623 | $17,618 | $15,000 | 5 | $16,270 | $18,320 | $12,079 |
| 2023 | $217,911 | $9,972 | $16,492 | $14,000 | 5 | $15,224 | $8,151 | $11,574 |
| 2022 | $224,432 | $4,347 | $18,384 | $14,500 | 5 | $15,779 | $4,899 | $12,673 |
| 2021 | $238,467 | $50,859 | $18,820 | $16,000 | 4 | $17,410 | $49,368 | $13,172 |
| 2020 | $206,440 | $1,587 | $16,471 | $13,800 | 4 | — | $3,360 | $13,269 |
Under IRS private-foundation payout rules, Anna Dale Thomas Charitable Trust reported a distributable amount of $12K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Anna Dale Thomas Charitable Trust's only listed officer is Pennian Bank, Trustee on every filing since 2021 (compensated).
Officers on the 2025 filing
Pennian Bank
Trustee
On filings since 2021
1 hr/week
$2K (2021) → $2K (2025)
Former officers (1)
- Former: Pennian (2020) — 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 Pennian Bank (Trustee).
Frequently asked questions about Anna Dale Thomas Charitable Trust
How much does Anna Dale Thomas Charitable Trust give each year?
Anna Dale Thomas Charitable Trust gave $16K across 5 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $15K across 5 grants.
What is Anna Dale Thomas Charitable Trust's typical grant size?
Anna Dale Thomas Charitable Trust's median grant in 2025 was $4,000, and its average grant was $3,100, across 5 grants on its 2025 IRS Form 990-PF.
Where does Anna Dale Thomas Charitable Trust give grants?
Anna Dale Thomas Charitable Trust gives mostly in Pennsylvania: 97% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Lewistown, PA (4 grants).
Does Anna Dale Thomas Charitable Trust give general operating support?
Yes: 100% of Anna Dale Thomas Charitable Trust's 2025 grants with a stated purpose (5 of 5) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Anna Dale Thomas Charitable Trust's largest grantees?
Anna Dale Thomas Charitable Trust's largest 2025 grantees include New Shelter Services Inc ($6,000), Lewistown United Ministries in Neighborhood Action ($4,000) and Lumina Center ($4,000), according to its 2025 IRS Form 990-PF. Together they received 90% of its itemized 2025 grant dollars.
How large is Anna Dale Thomas Charitable Trust?
Anna Dale Thomas Charitable Trust reported $218K in total assets on its 2025 IRS Form 990-PF. It paid out $17K in qualifying distributions that year, against a required minimum of $12K (roughly 5% of its investment assets).
What is Anna Dale Thomas Charitable Trust?
Anna Dale Thomas Charitable Trust is a private foundation focused on Human Services, based in Mifflintown, PA. It holds $218K in total assets as of 2025.
What is Anna Dale Thomas Charitable Trust's EIN?
Anna Dale Thomas Charitable Trust's EIN (Employer Identification Number) is 25-6815080. 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
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 23, 2026)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 28, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 25, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 8, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 22, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 25, 2025)
- IRS filings on file for fiscal years 2020–2025
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