Allen Foundation Trust

APPLETON, WI EIN: 39-1708035

Financial Overview

From 2024 IRS Form 990-PF

Total Assets

Annual Giving

$669K

-19.6% YoY

Grant Count

26

-50.0% YoY

Avg Grant Size

$26K

+60.8% YoY

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$0.275$0.55$0.8250000000000001$1.1201920202021202220232024
Metric202420232022
Total Assets
Revenue
Expenses
Qualifying Distributions
Net Investment Income
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$223K$446K$669K$892K14 grants201919 grants202017 grants202148 grants202252 grants202326 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

THE GATHERING PLACE OF M…$217KUNITED STATES SPACE AND …$120KUNIVERSITY OF UTAH - ADV…$120KMILTON HIGH SCHOOL SCHOL…$40KCOPPER VIEW ANGEL FUND$20KSALT LAKE COMMUNITY COLL…$20KMILTON AREA YOUTH CENTER…$15KBEST FRIENDS ANIMAL SOCI…$10KTELEVISION ACADEMY FOUND…$10KWISCONSIN ACADEMY FOR GR…$10K

Grant Size Distribution

176 grants across all recorded years

158<$50K2$50–100K14$100–250K2$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Who else does Allen Foundation Trust fund?

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

JP MORGAN CHASE BANK…TRUSTEE$45KFIDUCIARY PARTNERS T…TRUSTEE$8K

From 2024 filing

NameTitleHoursCompensation
JP MORGAN CHASE BANK NATRUSTEE2$45,148
FIDUCIARY PARTNERS TRUST COMPANYTRUSTEE0.2$7,786
DAVID A CASAROTTOCHAIRMAN
DANIELLA CASAROTTOBOARD MEMBER
RYAN J DELUCCABOARD MEMBER

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

19states
+11 more states

Cities

AMERICAN FORKBELOITBETHESDABROOKFIELDBULLARDBUTLERChicagoDANBURYEAST TAUNTONEAU CLAIREELKHORNHAYWARDHERRIMANHIGHLANDHILLSDALEHOUSTONHUNTSVILLEJACKSONVILLEJANESVILLEJENKINTOWN

Data last updated March 2026. Sourced from IRS Form 990-PF filings.

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