Dr Albert O Raymond Trust
Dr Albert O Raymond Trust is a private foundation, based in Dallas, TX. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $2.1M in total assets. In 2025, it awarded 2 grants totaling $109K. Net investment income was $173K.
Dr Albert O Raymond Trust at a glance
In short: Dr Albert O Raymond Trust gave $109K across 2 grants in 2025 (avg $55K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $109,000
- +7.6% vs 2024
- Grants made (2025)
- 2
- +0.0% vs 2024
- Average grant
- $54,500
- +7.6% vs 2024
- Median grant
- $54,500
- Total assets
- $2,068,771
- +1.9% vs 2024
- Primary geography
- Massachusetts (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Dr Albert O Raymond Trust funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was U Mass Medical Center ($109K). Together the top 2 received $109K.
Grant Size Distribution
10 grants across all recorded years
The most common grant size was under $50K: 5 grants of 10 (50%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
States
Cities
How Dr Albert O Raymond Trust gives
- Giving held roughly steady from 2022 to 2025 (+9%). Method
- In 2025 it paid out 94% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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 $99K (2021) to $109K (2025). In 2025 it made 2 grants totaling $109K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| U Mass Medical Center Shrewsbury, MA | Unrestricted General | $108,700 |
| Worcester District Medical Society Worcester, MA | Unrestricted General | $300 |
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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 | $2,068,771 | $208,883 | $169,633 | $109,000 | 2 | $127,973 | $172,748 | $135,861 |
| 2024 | $2,029,268 | $289,806 | $150,874 | $101,320 | 2 | $119,239 | $258,013 | $126,408 |
| 2023 | $1,892,428 | $103,473 | $147,133 | $103,572 | 2 | $119,933 | $69,842 | $117,681 |
| 2022 | $1,936,380 | $69,602 | $160,252 | $100,000 | 2 | $117,780 | $41,670 | $121,972 |
| 2021 | $2,026,128 | $567,745 | $161,103 | $99,000 | 2 | $130,778 | $534,292 | $131,906 |
| 2020 | $1,622,080 | $54,450 | $145,069 | $101,019 | 2 | — | $26,364 | $116,452 |
Under IRS private-foundation payout rules, Dr Albert O Raymond Trust reported a distributable amount of $136K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Dr Albert O Raymond Trust's 2025 filing lists 2 officers; all 2 officers listed in 2025 are compensated.
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2020
1 hr/week
$32K (2020) → $38K (2025)
R. N. Peters Atty
Co-Trustee
On filings since 2020
1 hr/week
$7K (2020) → $8K (2025)
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 $38K, to Bank of America (Trustee). 2 officers or directors reported compensation on that filing.
Frequently asked questions about Dr Albert O Raymond Trust
How much does Dr Albert O Raymond Trust give each year?
Dr Albert O Raymond Trust gave $109K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $101K across 2 grants.
How large is Dr Albert O Raymond Trust?
Dr Albert O Raymond Trust reported $2.1M in total assets on its 2025 IRS Form 990-PF. It paid out $128K in qualifying distributions that year, against a required minimum of $136K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
Where does Dr Albert O Raymond Trust operate?
Dr Albert O Raymond Trust has awarded grants in Massachusetts.
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 2020–2025.
Data last updated September 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 2020 (received by the IRS April 22, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 6, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 11, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS March 26, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 20, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 21, 2026)
- IRS filings on file for fiscal years 2020–2025
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