Allen Foundation Trust
The Allen Foundation is a private charitable family trust founded in 1991. Based in Milton, Wisconsin, the Foundation fulfills needs and develops programs of a new or innovative nature across multiple sectors. The organization operates as a grantmaking foundation guided by the principles of its founder, Marion Allen, with a commitment to building communities "with love."
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
—
Annual Giving
$669K
-19.6% YoY
Grant Count
26
-50.0% YoY
Avg Grant Size
$26K
+60.8% YoY
Mission & Focus Areas
The Allen Foundation's goal is to fulfill needs and develop programs of a new or innovative nature in a variety of areas:
Primary Focus Areas:
- Quality of Life (Arts and Culture, Museums and Visual Arts, Performing Arts, Children and Youth Services, Human and Social Services, Religious Organizations, Scientific Research)
- Senior Care (Senior Centers and Social Interaction, Healthcare Navigation, In-Home Care Promotion)
- Animal Safety (Rescues and Well-Being)
- Healthcare (Healthcare Institutions, Medical Research, Specific Disease States)
- Educational Development (Scholarships, Financial Aid)
The Foundation seeks to remain true to Marion Allen's founding principles, which emphasize creating "a house built with love" and encouraging positive change through charitable giving.
Grantmaking
The Allen Foundation is not currently accepting new applications. The Foundation's website notes: "Please be aware that The Allen Foundation is not accepting new applications at this time."
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Geographic Focus
Where this funder awards grants
Historically, the Allen Foundation has concentrated on strengthening communities in Wisconsin, with special emphasis on Rock County and Janesville, Wisconsin. In recent years, the Foundation has expanded to consider qualified applications from throughout the United States, though Wisconsin remains a primary focus area.
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
Assets: $15,985,456 (as of most recent filing)
Annual Giving: $669,479 (total giving)
Financial Data Source: Based on most recent IRS Form 990 filing (2024)
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | — | — | — |
| Revenue | — | — | — |
| Expenses | — | — | — |
| Qualifying Distributions | — | — | — |
| Net Investment Income | — | — | — |
| 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
160 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
Trustees:
- JP Morgan Chase Bank NA (Trustee, $133,000 compensation)
- Allan Brinkerhoff (Co-Trustee, no compensation listed)
- David Casarotto (Co-Trustee, no compensation listed)
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JP MORGAN CHASE BANK NA | TRUSTEE | 2 | $45,148 |
| FIDUCIARY PARTNERS TRUST COMPANY | TRUSTEE | 0.2 | $7,786 |
| DAVID A CASAROTTO | CHAIRMAN | — | — |
| DANIELLA CASAROTTO | BOARD MEMBER | — | — |
| RYAN J DELUCCA | BOARD MEMBER | — | — |
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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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