Roy Dallas Tr Ua Dated 8301995

PENNINGTON, NJ EIN: 30-6737972

Roy Dallas Tr Ua Dated 8301995 is a private foundation, based in PENNINGTON, NJ. IRS filing data is available from 2023 through 2024. As of 2024, the organization holds $3.4M in total assets. In 2024, it awarded 1 grants totaling $581K. Net investment income was $197K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$3.4M

+9.2% YoY

Annual Giving

$581K

Grant Count

Avg Grant Size

$581K

Under IRS private-foundation payout rules, Roy Dallas Tr Ua Dated 8301995 reported a distributable amount of $175K for 2024 — the minimum it must pay out in qualifying distributions.

About Roy Dallas Tr Ua Dated 8301995

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Pennsylvania $581K (100%)

States

Pennsylvania

Cities

Grove City

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023
Total Assets	$3,396,710	$3,110,600
Revenue	$902,126	$3,112,185
Expenses	$625,078	$11,051
Qualifying Distributions	$605,095	$6,565
Net Investment Income	$197,105	$22,220
Distributable Amount	$174,533	$60,374

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

1 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Grove City College ($581,240).

Recipient	Purpose	Amount
GROVE CITY COLLEGE GROVE CITY, PA	GENERAL OPERATING	$581,240

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 N A	TRUSTEE	2	$39,759

Frequently Asked Questions

How large is Roy Dallas Tr Ua Dated 8301995?

As of 2024, Roy Dallas Tr Ua Dated 8301995 holds $3.4M in total assets with $902K in annual revenue. It awarded 1 grants totaling $581K in 2024.

Where does Roy Dallas Tr Ua Dated 8301995 operate?

Roy Dallas Tr Ua Dated 8301995 has awarded grants in Pennsylvania.

What size grants does Roy Dallas Tr Ua Dated 8301995 award?

In 2024, Roy Dallas Tr Ua Dated 8301995 awarded 1 grants totaling $581K — an average of about $581K per grant, based on its IRS Form 990 filings.

How much is Roy Dallas Tr Ua Dated 8301995 required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Roy Dallas Tr Ua Dated 8301995 reported a distributable amount of $175K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Roy Dallas Tr Ua Dated 8301995's EIN?

Roy Dallas Tr Ua Dated 8301995's EIN (Employer Identification Number) is 30-6737972. IRS Form 990 filing data is available on this page for 2023–2024.