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

+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

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Maine $244K (100%)

States

Maine

Cities

Rockland

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
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

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

Grant Size Distribution

6 grants across all recorded years

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).

Recipient	Purpose	Amount
ROCKLAND CONGREGATIONAL CHURCH ROCKLAND, ME	UNRESTRICTED USE	$58,692
ROCKLAND CONGREGATIONAL CHURCH ROCKLAND, ME	UNRESTRICTED USE	$6,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
LAUREN EPSTEIN AS OFFICER	COO	—	—

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.