The Dotlo Family Charitable Trust

Private foundation · Grantmaker Forked River, NJ EIN: 81-6548902

The Dotlo Family Charitable Trust is a private foundation focused on Education, based in Forked River, NJ. IRS filing data is available from 2020 through 2023. In 2023, it awarded 2 grants totaling $9K. Net investment income was $1.

The Dotlo Family Charitable Trust at a glance

In short: The Dotlo Family Charitable Trust gave $9K across 2 grants in 2023 (avg $5K), mostly in Virginia. Source: 2023 IRS Form 990-PF.

Annual giving (2023)
$9,000
-18.2% vs 2022
Grants made (2023)
2
+0.0% vs 2022
Average grant
$4,500
-18.2% vs 2022
Median grant
$4,500
Primary geography
Virginia (89% of itemized 2023 grant dollars)
Latest 990 filing
Form 990-PF, 2023 View filing

Data from IRS Form 990-PF, 2023; updated September 2026.

Who The Dotlo Family Charitable Trust funds

How this funder distributes its grants

Grant Size Distribution

8 grants across all recorded years

8<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 8 grants of 8 (100%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Share of 2023 grant dollars across all 2 itemized grants.

Cities

AlexandriaWoodbridge

How The Dotlo Family Charitable Trust gives

  • Giving grew 50% from 2020 to 2023. Method
  • In 2023 it paid out well above 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

$0$5K$10K$15K2 grants2020 2 grants2021 2 grants2022 2 grants2023

From 2020 to 2023, annual grant giving ranged from $6K (2020) to $11K (2022). In 2023 it made 2 grants totaling $9K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
2 individual scholarships Recipients not named —$9,000
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2023—$1$9,796$9,0002$9,000$1$398
2022$9,795$2$11,775$11,0002$11,000$2$871
2021$21,568$3$7,730$7,0002$7,000$3$1,265
2020$29,295$683$6,705$6,0002—$8$1,686

Under IRS private-foundation payout rules, The Dotlo Family Charitable Trust reported a distributable amount of $398 for 2023 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

The Dotlo Family Charitable Trust's 2023 filing lists 3 officers; none of the 3 officers listed in 2023 report compensation.

Officers on the 2023 filing

  • Christopher Liwski

    Class A Trustee

    On filings since 2020

    1 hr/week

    No compensation reported

  • Jim M. Dotlo

    Class B Trustee

    On filings since 2020

    1 hr/week

    No compensation reported

  • Mary Jane Bocra

    CFO & Class A

    CFO & Class A Trustee → CFO & Class A, 2023

    On filings since 2020

    1 hr/week

    No compensation reported

Data from IRS Form 990 filings, 2020–2023. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about The Dotlo Family Charitable Trust

How much does The Dotlo Family Charitable Trust give each year?

The Dotlo Family Charitable Trust gave $9K across 2 grants in 2023, according to its 2023 IRS Form 990-PF. In 2022 it gave $11K across 2 grants.

What is The Dotlo Family Charitable Trust?

The Dotlo Family Charitable Trust is a private foundation focused on Education, based in Forked River, NJ.

Where does The Dotlo Family Charitable Trust operate?

The Dotlo Family Charitable Trust has awarded grants in Connecticut, Virginia.

How much is The Dotlo Family Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2023, The Dotlo Family Charitable Trust reported a distributable amount of $398 on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The Dotlo Family Charitable Trust's EIN?

The Dotlo Family Charitable Trust's EIN (Employer Identification Number) is 81-6548902. IRS Form 990 filing data is available on this page for 2020–2023.

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

Data update history

(1)

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2023

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from The Dotlo Family Charitable Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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