Funder DirectoryRICHARD M ALLEN CHARITABLE TRUST U D 12-23-85 M B
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Private foundation (trust)EIN 136868370Est. 1986-08

RICHARD M ALLEN CHARITABLE TRUST U D 12-23-85 M B

Egremont, MA 01230

Total Assets

$6.8M

FY 2024

Annual Giving

$166K

FY 2024

Grants Made

29

FY 2024

Avg Grant

$6K

FY 2024

Grant Range

$100–$45K

Typical

Deadlines

Applications

Financial Snapshot

2024 filing

Total Revenue

$637K

Total Expenses

$191K

Qualifying Distributions

$191K

Distributable Amount

$304K

Min. Investment Return

$306K

Undistributed Income

$104K

Payout rate 63%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.63%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

29 grants

Grant sizes from minimum $100 through median $4K to maximum $45K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

5 years

Giving over time from 2020 to 2024. Peak $212K in 2023. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

96 grants

NORTHWEST CATHOLIC HIGH SCHOOL
$86K
6 grants
Culinary Institute of America
$79K
6 grants
Ohio State University
$45K
1 grant
Egremont Vol Fire Department
$40K
2 grants
Diane D Allen Ch Tr for Hastings
$40K
2 grants
Berkshire United Way
$30K
1 grant
So Berkshire Vol Ambulance Squad
$25K
1 grant
Johnson and Wales University
$20K
2 grants

Grant Size Distribution

96 grants

<$10K
79
grants
$10–50K
17
grants
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

16 states

New York
$182K
31% of total
Massachusetts
$153K
26% of total
Connecticut
$87K
15% of total
Ohio
$45K
8% of total
Rhode Island
$20K
3% of total
California
$20K
3% of total
Indiana
$18K
3% of total
Maine
$15K
3% of total
Virginia
$15K
2% of total
District of Columbia
$10K
2% of total

+6 more states

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RICHARD M ALLEN CHARITABLE TRUST U D 12-23-85 M B — Grants, Financials & Contact | Grantivo