Arthur W Allen Tr Ud

DALLAS, TX EIN: 04-6029405

Arthur W Allen Tr Ud is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $301K in total assets. In 2024, it awarded 2 grants totaling $13K. Net investment income was $7K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$301K

+1.2% YoY

Annual Giving

$13K

+24.9% YoY

Grant Count

2

+0.0% YoY

Avg Grant Size

$7K

+24.9% YoY

Under IRS private-foundation payout rules, Arthur W Allen Tr Ud reported a distributable amount of $17K for 2024 — the minimum it must pay out in qualifying distributions.

About Arthur W Allen Tr Ud

Based on IRS filings

Arthur W Allen Tr Ud is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $301K in total assets. In 2024, it awarded 2 grants totaling $13K. Net investment income was $7K.

Ready to take the next step with Arthur W Allen Tr Ud?

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

Cities

Fall RiverNew Bedford

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$17K$33K$50K$67K20202021202220232024
Metric202420232022
Total Assets$300,549$296,922$305,637
Revenue$11,737$-846$60,564
Expenses$19,711$18,247$25,966
Qualifying Distributions$15,758$12,947$21,823
Net Investment Income$6,977$3,256$56,149
Distributable Amount$17,463$15,875$16,432

Giving Over Time

Total grant dollars and number of grants per year

$0$5K$10K$15K$19K2 grants20202 grants20212 grants20222 grants20232 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

SOUTHCOAST HOSPITAL GRP$7KUNITARIAN SOCIETY OF FAL…$7K

Grant Size Distribution

10 grants across all recorded years

10<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Southcoast Hospital Grp ($6,684), Unitarian Society of Fall River ($6,684).

RecipientPurposeAmount
SOUTHCOAST HOSPITAL GRP NEW BEDFORD, MAUNRESTRICTED GENERAL$6,684
UNITARIAN SOCIETY OF FALL RIVER FALL RIVER, MAUNRESTRICTED GENERAL$6,684

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

BANK OF AMERICATRUSTEE$5K

From 2024 filing

NameTitleHoursCompensation
BANK OF AMERICATRUSTEE1$4,638

Frequently Asked Questions

How large is Arthur W Allen Tr Ud?

As of 2024, Arthur W Allen Tr Ud holds $301K in total assets with $12K in annual revenue. It awarded 2 grants totaling $13K in 2024.

Where does Arthur W Allen Tr Ud operate?

Arthur W Allen Tr Ud has awarded grants in Massachusetts.

What size grants does Arthur W Allen Tr Ud award?

In 2024, Arthur W Allen Tr Ud awarded 2 grants totaling $13K — an average of about $7K per grant, based on its IRS Form 990 filings.

How much is Arthur W Allen Tr Ud required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Arthur W Allen Tr Ud reported a distributable amount of $17K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Arthur W Allen Tr Ud's EIN?

Arthur W Allen Tr Ud's EIN (Employer Identification Number) is 04-6029405. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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