Allen Family Charitable Trust
Allen Family Charitable Trust is a private foundation based in Woodside, California (760 Bear Gulch Rd, Woodside, CA 94062-4428). The trust is structured as a 501(c)(3) private foundation and operates with no employees.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$4.2M
-4.8% YoY
Annual Giving
$338K
+6.3% YoY
Grant Count
65
+0.0% YoY
Avg Grant Size
$5K
+6.3% YoY
Mission & Focus Areas
The trust is primarily focused on extending financial aid and assistance for the support and maintenance of medical grantees. Funding interests include:
- Medical support and assistance
- Education
- Human services
- Philanthropy and voluntarism
Grantmaking
The trust does not publicly advertise an application process or grant opportunities.
How to Apply
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Geographic Focus
Where this funder awards grants
Primary funding areas include California, New York, and the District of Columbia.
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
Most Recent Financial Data (2023):
- Total assets: $4,405,334
- Total revenues: $176,674
- Total expenses: $341,518
- Investment income and dividends: $152,003
Prior Year Data (2024):
- Total assets: $4,192,915
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $4,192,915 | $4,405,334 | $4,587,727 |
| Revenue | $169,052 | $176,674 | $116,802 |
| Expenses | $347,092 | $341,518 | $283,950 |
| Qualifying Distributions | $337,689 | $317,624 | $274,799 |
| Net Investment Income | $156,806 | $152,003 | $114,753 |
| Distributable Amount | — | — | — |
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
250 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Leadership team and compensation from IRS filings
Harvey Allen is listed as trustee.
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| HARVEY ALLEN | TRUSTEE | — | — |
| DONNA ALLEN | TRUSTEE | — | — |
| JANET MARGULIES | TRUSTEE | — | — |
Contact Information
- Telephone: 650-851-5881
- EIN: 27-6799969
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Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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