Allen Family Charitable Trust
The Allen Family Charitable Trust is a private foundation based in Woodside, California. Its 2025 filing reports grants to charitable organizations in areas including land conservation, health, humanitarian response, and public-interest work.
Key facts about Allen Family Charitable Trust
In short: Allen Family Charitable Trust gave $413K across 69 grants in 2025 (avg $6K), top state California. 11% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- EIN
- 27-6799969
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $412,590
- Grants made (2025)
- 69
- Average grant
- $5,980
- Median grant
- $3,000
- New grantees (estimate)
- 11% first-time grantees (6 of 56, 2025)
- Total assets
- $2,998,552
- Primary geography
- California (32% of itemized 2025 grant dollars)
- Accepts unsolicited proposals
- No
- How to apply
- The trust states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Full details ↓
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$3.0M
-28.5% YoY
Annual Giving
$413K
+22.2% YoY
Grant Count
69
+6.2% YoY
Avg Grant Size
$6K
+15.1% YoY
Under IRS private-foundation payout rules, Allen Family Charitable Trust reported a distributable amount of $324K for 2025 — the minimum it must pay out in qualifying distributions.
Is Allen Family Charitable Trust open to new grantees?
11%
first-time grantees, 2025
In 2025, 6 of 56 grantees (11%) were first-time recipients. First grants averaged $5K; repeat grants $8K. How we count
Medians: $6K first-time, $3K repeat.
- 89% of 2025 grantees were also funded in 2024. Method
- Giving grew 50% from 2022 to 2025. Method
- In 2025 it paid out 127% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
No mission statement for the trust is provided. Its 2025 grants include support for organizations working in several areas. Peninsula Open Space Trust says it protects open space on the Peninsula and in the South Bay; World Central Kitchen says it provides meals in response to humanitarian, climate, and community crises; and an individual recipient says it supports people living with cancer and their loved ones. Other 2025 grantees include medical, civil-liberties, journalism, housing, and food-assistance organizations.
Grantmaking
In 2025, the trust reported 69 grants totaling $412,590. Grants ranged from $100 to $30,000, with a median grant of $3,000. Among the largest awards were $30,000 to Peninsula Open Space Trust; $25,000 each to the National Resource Defense Fund and an individual recipient; and $20,000 each to Doctors Without Borders, the ACLU Foundation, and World Central Kitchen. Other notable grants included $15,000 to Solve ME/CFS Initiative and Mayo Clinic, and $12,000 each to an individual recipient, Hope Lodge American Cancer Society, and ProPublica.
How to Apply
The trust states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
Ready to take the next step with Allen Family Charitable Trust?
Geographic Focus
Where this funder awards grants
In 2025, California recipients received 32% of grant dollars, New York recipients 31%, and District of Columbia recipients 13%. Georgia and Connecticut recipients received 6% and 5%, respectively.
Grant Distribution by State
Share of 2025 grant dollars across all 69 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $275K (2022) to $413K (2025). In 2025 it made 69 grants totaling $413K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Peninsula Open Space Trust ($30K). Together the top 10 received $188K.
Organizations only. It also paid 13 grants to individuals ($74,350), which are not listed by name.
Grant Size Distribution
328 grants across all recorded years
The most common grant size was under $50K: 328 grants of 328 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Peninsula Open Space Trust Palo Alto, CA | To extend financial aid or assistance for the support and maintenance of protecting the natural lands in and around silicon valley. | $30,000 |
| National Resource Defense Fund NY, NY | To extend financial aid or assistance for the support and maintenance of safeguarding the earth, its people, its plants and animals and the natural systems on which all life depends. | $25,000 |
| 10 grants to individuals Recipients not named | — | $72,000 |
| Doctors Without Borders NY, NY | To Extend Financial Aid or Assistance. | $20,000 |
| ACLU Foundation New York, NY | To Extend Financial Aid or Assistance. | $20,000 |
| World Central Kitchen Washington, DC | To Extend Financial Aid or Assistance | $20,000 |
| American Red Cross Los Angeles, CA | To Extend Financial Aid or Assistance. | $19,000 |
| Solve Mecfs Initiative Los Angeles, CA | To extend financial aid or assistance for the support and maintenance of medical aid, hospital care, or medical research purposes. | $15,000 |
| Mayo Clinic Scottsdale, AZ | To Extend Financial Aid or Assistance | $15,000 |
| Hope Lodgeamerican Cancer Soc Atlanta, GA | To Extend Financial Aid or Assistance | $12,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2025 | $2,998,552 | $81,614 | $436,920 | $412,590 |
| 2024 | $4,192,915 | $169,052 | $347,092 | $337,689 |
| 2023 | $4,405,334 | $176,674 | $341,518 | $317,624 |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $2,998,552 | $4,192,915 | $4,405,334 |
| Revenue | $81,614 | $169,052 | $176,674 |
| Expenses | $436,920 | $347,092 | $341,518 |
| Qualifying Distributions | $412,590 | $337,689 | $317,624 |
| Net Investment Income | $146,803 | $156,806 | $152,003 |
| Distributable Amount | $323,990 | $308,303 | $275,457 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS November 15, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 14, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS November 8, 2023)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 13, 2026)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS February 12, 2026)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS February 12, 2026)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Harvey Allen and Donna Allen as trustees.
Allen Family Charitable Trust's 2025 filing lists 2 officers; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
Donna Allen
Trustee
On filings since 2020
No compensation reported
Harvey Allen
Trustee
On filings since 2020
No compensation reported
Former officers (3)
- Former: Janet Margulies (2021–2024) — Trustee
- Former: Lois Allen (2020) — Trustee
- Former: Ronald Buttner (2020) — Trustee
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Contact
Mailing address: 760 Bear Gulch Road, Woodside, CA 94062
Phone: (650) 851-5881
Frequently asked questions about Allen Family Charitable Trust
How much does Allen Family Charitable Trust give each year?
Allen Family Charitable Trust gave $413K across 69 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $338K across 65 grants.
What is Allen Family Charitable Trust's typical grant size?
Allen Family Charitable Trust's median grant in 2025 was $3,000, and its average grant was $5,980, across 69 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Allen Family Charitable Trust that year got $5K on average.
Where does Allen Family Charitable Trust give grants?
Allen Family Charitable Trust's top state is California, with 32% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were New York (31%) and District of Columbia (13%). The most frequent recipient cities were Washington, DC (8 grants), New York, NY (4 grants), NY, NY (3 grants) and Atlanta, GA (3 grants).
Does Allen Family Charitable Trust give general operating support?
Not in 2025: none of the 69 grants with a stated purpose on Allen Family Charitable Trust's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "To Extend Financial Aid or Assistance." (64 grants).
Who are Allen Family Charitable Trust's largest grantees?
Allen Family Charitable Trust's largest 2025 grantees include Peninsula Open Space Trust ($30,000), National Resource Defense Fund ($25,000) and Doctors Without Borders ($20,000), according to its 2025 IRS Form 990-PF. It also paid 13 grants to individuals ($74,350), which are not listed by name. Together they received 18% of its itemized 2025 grant dollars.
How large is Allen Family Charitable Trust?
Allen Family Charitable Trust reported $3.0M in total assets on its 2025 IRS Form 990-PF. It paid out $413K in qualifying distributions that year, against a required minimum of $324K (roughly 5% of its investment assets).
What does Allen Family Charitable Trust fund?
No mission statement for the trust is provided. Its 2025 grants include support for organizations working in several areas. See mission & focus areas ↑
How do I apply for a grant from Allen Family Charitable Trust?
The trust states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Allen Family Charitable Trust's EIN?
Allen Family Charitable Trust's EIN (Employer Identification Number) is 27-6799969. IRS Form 990 filing data is available on this page for 2020–2025.
Does Allen Family Charitable Trust accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated October 2026.
Here's the math on researching Allen Family Charitable Trust by hand.
Explore Open Grants
Browse active grant opportunities in Allen Family Charitable Trust's focus areas in our free grants database
Similar Funders
Funders with grantees in common, and similar funders in California
Silicon Valley Community Foundation
Mountain View, CA
Silicon Valley Community Foundation funds work in areas such as housing, economic security, education, health, the environment, arts and culture, and civic engagement, with Community Action Grants supporting local, community-led organizations in San Mateo and Santa Clara counties. Its 2024 grants had a median of $51,716, though amounts varied widely; applications depend on the program, and SVCF states that it does not accept unsolicited proposals for advised funds.
Assets
$12.3B
Grants
3,576
Total Given
$3.2B
California Community Foundation
Los Angeles, CA
The California Community Foundation supports nonprofits through discretionary and donor-directed grants, with discretionary priorities including education, health, housing and immigration, alongside other areas such as arts, civic engagement and economic opportunity. Its 2025 grants had a median of $50,000, and its work is focused on Los Angeles County; prospective discretionary applicants are asked to contact the relevant program officer before submitting a letter of intent.
Assets
$2.3B
Grants
2,174
Total Given
$326.6M
The William & Flora Hewlett Foundation
Menlo Park, CA
The William & Flora Hewlett Foundation funds education, climate and conservation, the arts, democracy, gender equity, racial justice, and efforts to strengthen nonprofits and philanthropy, with work spanning the San Francisco Bay Area, the U.S. West, and locations including East and West Africa and Mexico. Its 2024 grants had a median award of $150,000, though amounts varied widely. It generally does not accept unsolicited requests, but sometimes invites proposals through open processes.
Assets
$14.2B
Grants
2,001
Total Given
$625.0M
Marin Community Foundation
Novato, CA
Marin Community Foundation funds work in affordable housing and homelessness, community resilience and power, as well as social services, education, arts and conservation, with a focus on marginalized Marin County residents and some broader U.S. and international grantmaking. Its 2025 grants had a median of $25,000, though amounts varied widely. The profile does not state whether it accepts unsolicited requests.
Assets
$1.3B
Grants
1,573
Total Given
$186.1M
Direct Relief
Santa Barbara, CA
Direct Relief supports healthcare providers serving people affected by poverty or emergencies, including community health centers, clinics, and grassroots organizations, with medicines, supplies, and funding for health access and equity. In 2025, its grants had a median award of about $65,000, and its work spans all 50 U.S. states and countries around the world; the profile does not state whether it accepts unsolicited requests.
Assets
$1.3B
Grants
1,367
Total Given
$337.4M
Conrad N Hilton Foundation
Westlake Village, CA
The Conrad N. Hilton Foundation funds nonprofits working to improve lives and alleviate poverty, with initiatives including early childhood development, homelessness, refugees, safe water, and support for foster and opportunity youth. Its work is global, and its 2024 grants had a median award of $76,000. It generally does not accept unsolicited requests, except through its Good Neighbor Program for eligible local nonprofits and Title 1 schools.
Assets
$7.4B
Grants
1,339
Total Given
$287.7M
The San Diego Foundation
San Diego, CA
The San Diego Foundation funds nonprofit work in family well-being, education, the environment, and housing, including projects, capacity building, and general support that advance equity and resilient communities. Its 2025 grants had a median of $25,000, though amounts varied widely; applicants generally must be located in San Diego County and primarily serve county residents. It offers competitive grant opportunities through its online portal, but the profile does not state whether it accepts unsolicited requests.
Assets
$1.7B
Grants
1,158
Total Given
$94.3M
The California Endowment
Los Angeles, CA
The California Endowment funds nonprofit, government, and eligible faith-based organizations working to advance health and racial equity, strengthen community power, and improve health systems and communities, primarily in California. Its 2024 median grant was $100,000, and funding is by invitation only; it does not accept unsolicited requests.
Assets
$4.5B
Grants
1,125
Total Given
$215.9M
Kaiser Foundation Hospitals
Oakland, CA
Kaiser Foundation Hospitals funds health care access and services, community health, health education, and related work, with priorities including mental and behavioral health, housing, and income and employment. Its 2024 grants had a median of $25,000, though amounts varied widely; most grant dollars went to California, with some going elsewhere. In Southern California, it says it does not accept unsolicited letters of inquiry or proposals and awards grants through competitive processes to pre-identified organizations.
Assets
$87.4B
Grants
1,122
Total Given
$225.4M
Jewish Community Foundation of Los Angeles
Los Angeles, CA
The Jewish Community Foundation of Los Angeles supports human services, health, education, Jewish life, arts and culture, Israel-related work, and nonprofit capacity and capital projects, with a focus on Los Angeles and also giving in Israel and beyond. Its 2024 itemized grants had a median of $25,000, though amounts varied widely. General Community grants are by invitation only and do not accept unsolicited applications; current procedures should be verified.
Assets
$1.2B
Grants
1,063
Total Given
$142.2M
Jewish Community Federation of San Francisco the Peninsula Marin & Sonoma
San Francisco, CA
The Federation funds Jewish life and identity, antisemitism response, crisis relief, human services, and justice and inclusion, with work in the Bay Area, Israel, and beyond. Its 2025 grants ranged from $5,050 to $2,405,915, with a median of $22,750. It frequently issues requests for proposals and welcomes inquiries about new Bay Area programs; no current organization grant opportunities were listed.
Assets
$2.0B
Grants
1,032
Total Given
$94.5M
More Funders in California
Allen Family Charitable Trust down — hundreds of funders to go?