Dr Albert O Raymond Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.0M in total assets. In 2024, it awarded 2 grants totaling $101K. Net investment income was $258K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.0M
+7.2% YoY
Annual Giving
$101K
-2.2% YoY
Grant Count
2
+0.0% YoY
Avg Grant Size
$51K
-2.2% YoY
Under IRS private-foundation payout rules, Dr Albert O Raymond Trust reported a distributable amount of $126K for 2024 — the minimum it must pay out in qualifying distributions.
About Dr Albert O Raymond Trust
Based on IRS filings
Dr Albert O Raymond Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.0M in total assets. In 2024, it awarded 2 grants totaling $101K. Net investment income was $258K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $2,029,268 | $1,892,428 | $1,936,380 |
| Revenue | $289,806 | $103,473 | $69,602 |
| Expenses | $150,874 | $147,133 | $160,252 |
| Qualifying Distributions | $119,239 | $119,933 | $117,780 |
| Net Investment Income | $258,013 | $69,842 | $41,670 |
| Distributable Amount | $126,408 | $117,681 | $121,972 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2024
Grant Size Distribution
10 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include U Mass Medical Center ($101,020), Worcester District Medical Society ($300).
| Recipient | Purpose | Amount |
|---|---|---|
| U MASS MEDICAL CENTER SHREWSBURY, MA | UNRESTRICTED GENERAL | $101,020 |
| WORCESTER DISTRICT MEDICAL SOCIETY WORCESTER, MA | UNRESTRICTED GENERAL | $300 |
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 | $36,214 |
| R N PETERS ATTY | CO-TRUSTEE | 1 | $7,246 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Dr Albert O Raymond Trust?
Dr Albert O Raymond Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. It holds $2.0M in total assets as of 2024.
How large is Dr Albert O Raymond Trust?
As of 2024, Dr Albert O Raymond Trust holds $2.0M in total assets with $290K in annual revenue. It awarded 2 grants totaling $101K in 2024.
Where does Dr Albert O Raymond Trust operate?
Dr Albert O Raymond Trust has awarded grants in Massachusetts.
What size grants does Dr Albert O Raymond Trust award?
In 2024, Dr Albert O Raymond Trust awarded 2 grants totaling $101K — an average of about $51K per grant, based on its IRS Form 990 filings.
How much is Dr Albert O Raymond Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Dr Albert O Raymond Trust reported a distributable amount of $126K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Dr Albert O Raymond Trust's EIN?
Dr Albert O Raymond Trust's EIN (Employer Identification Number) is 04-6019765. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Dr Albert O Raymond Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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