Alan L Bird Trust Under Agreement

PORTLAND, ME EIN: 13-6211751

Alan L Bird Trust Under Agreement is a private foundation, based in PORTLAND, ME. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $617K in total assets. In 2024, it awarded 2 grants totaling $65K. Net investment income was $10K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$617K

-1.8% YoY

Annual Giving

$65K

+52.7% YoY

Grant Count

2

+100.0% YoY

Avg Grant Size

$32K

-23.7% YoY

Under IRS private-foundation payout rules, Alan L Bird Trust Under Agreement reported a distributable amount of $42K for 2024 — the minimum it must pay out in qualifying distributions.

About Alan L Bird Trust Under Agreement

Based on IRS filings

Alan L Bird Trust Under Agreement is a private foundation, based in PORTLAND, ME. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $617K in total assets. In 2024, it awarded 2 grants totaling $65K. Net investment income was $10K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

Rockland

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$20K$40K$60K$81K20202021202220232024
Metric202420232022
Total Assets$616,555$627,675$664,261
Revenue$62,201$15,453$67,642
Expenses$73,321$52,091$54,306
Qualifying Distributions$64,692$42,371$44,185
Net Investment Income$10,072$7,231$57,521
Distributable Amount$41,622$40,692$42,371

Giving Over Time

Total grant dollars and number of grants per year

$0$16K$32K$49K$65K1 grants20201 grants20211 grants20221 grants20232 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

ROCKLAND CONGREGATIONAL …$59KROCKLAND CONGREGATIONAL …$6K

Grant Size Distribution

6 grants across all recorded years

4<$50K2$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Rockland Congregational Church ($58,692), Rockland Congregational Church ($6,000).

RecipientPurposeAmount
ROCKLAND CONGREGATIONAL CHURCH ROCKLAND, MEUNRESTRICTED USE$58,692
ROCKLAND CONGREGATIONAL CHURCH ROCKLAND, MEUNRESTRICTED USE$6,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
LAUREN EPSTEIN AS OFFICERCOO

Frequently Asked Questions

How large is Alan L Bird Trust Under Agreement?

As of 2024, Alan L Bird Trust Under Agreement holds $617K in total assets with $62K in annual revenue. It awarded 2 grants totaling $65K in 2024.

Where does Alan L Bird Trust Under Agreement operate?

Alan L Bird Trust Under Agreement has awarded grants in Maine.

What size grants does Alan L Bird Trust Under Agreement award?

In 2024, Alan L Bird Trust Under Agreement awarded 2 grants totaling $65K — an average of about $32K per grant, based on its IRS Form 990 filings.

How much is Alan L Bird Trust Under Agreement required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Alan L Bird Trust Under Agreement reported a distributable amount of $42K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Alan L Bird Trust Under Agreement's EIN?

Alan L Bird Trust Under Agreement's EIN (Employer Identification Number) is 13-6211751. IRS Form 990 filing data is available on this page for 2020–2024.

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

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