Alena Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in OXFORD, MI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.9M in total assets. In 2024, it awarded 17 grants totaling $130K. Net investment income was $112K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.9M
-3.0% YoY
Annual Giving
$130K
+5.7% YoY
Grant Count
17
-10.5% YoY
Avg Grant Size
$8K
+18.1% YoY
Under IRS private-foundation payout rules, Alena Foundation reported a distributable amount of $134K for 2024 — the minimum it must pay out in qualifying distributions.
About Alena Foundation
Based on IRS filings
Alena Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in OXFORD, MI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.9M in total assets. In 2024, it awarded 17 grants totaling $130K. Net investment income was $112K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,898,656 | $1,956,637 | $1,929,478 |
| Revenue | $84,606 | $152,060 | $205,145 |
| Expenses | $142,587 | $133,901 | $132,382 |
| Qualifying Distributions | $135,125 | $127,782 | $120,000 |
| Net Investment Income | $112,274 | $89,502 | $71,949 |
| Distributable Amount | $133,505 | $121,191 | $122,085 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
79 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Avalon Healing Center ($23,000), Vista Maria ($11,000), Oxfordorion Fish Food Pantry ($10,000).
| Recipient | Purpose | Amount |
|---|---|---|
| OXFORD OPEN HANDED OXFORD, MI | SUPPORT GENERAL FUND | $7,000 |
| CLARE PUBLIC SCHOOLS CLARE, MI | LITERACY / MATH PROGRAM | $5,000 |
| FARWELL AREA SCHOOL DISTRICT FARWELL, MI | LITERACY/MATH PROGRAM | $5,000 |
| VISTA MARIA DEARBORN HEIGHTS, MI | COUNSELING OF VICTIMS | $11,000 |
| ROCHESTER COMMUNITY FOUNDATION ROCHESTER, MI | FOOD | $5,000 |
| READY FOR LIFE GRAND RAPIDS, MI | STUDENT TUITION SUPPORT | $7,000 |
| 42 STRONG OXFORD, MI | MENTORING PROGRAM | $5,000 |
| OXFORDORION FISH FOOD PANTRY OXFORD, MI | FOOD | $10,000 |
| BUILDING BEDS 4 KIDS OAK PARK, MI | BUILD & DISTRIBUTE BEDS | $9,000 |
| COMMON GROUND BLOOMFIELD HILLS, MI | THERAPY PROGRAM | $10,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| DIANE L LAMBERT | VP/DIRECTOR | 0.25 | — |
| STEPHEN J LAMBERT | VP/DIRECTOR | 0.25 | — |
| KRISTEN M LAMBERT | PRESIDENT/SE | 0.25 | — |
| JENNIFER ROOP | TREASURER | 0.25 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Alena Foundation?
Alena Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in OXFORD, MI. It holds $1.9M in total assets as of 2024.
How large is Alena Foundation?
As of 2024, Alena Foundation holds $1.9M in total assets with $85K in annual revenue. It awarded 17 grants totaling $130K in 2024.
Where does Alena Foundation operate?
Alena Foundation has awarded grants in Michigan.
What size grants does Alena Foundation award?
In 2024, Alena Foundation awarded 17 grants totaling $130K — an average of about $8K per grant, based on its IRS Form 990 filings.
How much is Alena Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Alena Foundation reported a distributable amount of $134K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Alena Foundation's EIN?
Alena Foundation's EIN (Employer Identification Number) is 27-1059467. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Alena Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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