Allen Foundation Trust
ALLEN FOUNDATION TRUST is a private foundation located in Appleton, Wisconsin, according to its filing. The Allen Foundation’s website says it was founded in 1991 and describes its work as fulfilling needs and developing programs of a new or innovative nature across several charitable fields. The foundation has historically focused on Wisconsin, particularly Rock County and Janesville, and says it is willing to consider qualified applications based nationwide in the United States.
Key facts about Allen Foundation Trust
In short: Allen Foundation Trust gave $1.2M across 12 grants in 2025 (avg $98K), mostly in Alabama. 25% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- EIN
- 39-1708035
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $1,175,000
- Grants made (2025)
- 12
- Average grant
- $97,917
- Median grant
- $42,500
- New grantees (estimate)
- 25% first-time grantees (3 of 12, 2025)
- Total assets
- $16,148,601
- Primary geography
- Alabama (51% of itemized 2025 grant dollars)
- Accepts unsolicited proposals
- No
- How to apply
- The foundation does not accept unsolicited requests for funds and says it is not accepting new applications at this time. Full details ↓
Data from IRS Form 990-PF, 2025; updated September 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
$16.1M
+1.0% YoY
Annual Giving
$1.2M
+75.5% YoY
Grant Count
12
-53.8% YoY
Avg Grant Size
$98K
+280.3% YoY
Under IRS private-foundation payout rules, Allen Foundation Trust reported a distributable amount of $979K for 2025 — the minimum it must pay out in qualifying distributions.
Is Allen Foundation Trust open to new grantees?
25%
first-time grantees, 2025
In 2025, 3 of 12 grantees (25%) were first-time recipients. First grants averaged $15K; repeat grants $126K. How we count
Medians: $5K first-time, $50K repeat.
- 67% of 2025 grantees were also funded in 2024. Method
- Giving grew 32% from 2022 to 2025. Method
- In 2025 it paid out 142% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2025). 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
The foundation’s stated goal is to fulfill needs and develop programs of a new or innovative nature. Its areas of interest include quality of life, senior care, animal safety, healthcare, and educational development. Examples listed by the foundation include arts and culture, children and youth services, human and social services, senior centers, animal rescues, healthcare institutions, medical research, scholarships, and financial aid.
Its 2025 grants included organizations with varied missions. The Gathering Place of Milton says it supports positive living for all ages and provides Milton-area residents with programming, activities, and services to strengthen community involvement. Best Friends Animal Society says its mission is to bring about a time when there are no more homeless pets through exemplary animal care and community programs and partnerships. KANDU Industries says it provides opportunities for people with disabilities or disadvantages to pursue greater independence and explore their potential.
Grantmaking
In filing year 2025, the foundation reported 12 grants totaling $1,175,000. Grants ranged from $5,000 to $600,000, with a median of $42,500. The largest awards included $600,000 to the United States Space and Rocket Center, $200,000 to The Gathering Place of Milton, and $120,000 to the University of Utah – Advancement. Other recipients included Best Friends Animal Society ($50,000), Milton High School Scholarship Fund ($50,000), and KANDU Industries ($5,000). Each grant’s stated purpose was “GENERAL PURPOSE.”
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Geographic Focus
Where this funder awards grants
The foundation says its giving has historically concentrated on Wisconsin, with special emphasis on Rock County and Janesville. It also says it has included other U.S. geographies in recent years and is willing to consider qualified applications based nationwide. In 2025, 51% of grant dollars went to recipients in Alabama, 27% to Utah, and 22% to Wisconsin.
Grant Distribution by State
Share of all 12 itemized 2025 grant dollars.
States
Cities
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 2025
Grant Size Distribution
155 grants across all recorded years
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| UNITED STATES SPACE AND ROCKET CENTER Huntsville, AL | GENERAL PURPOSE | $600,000 |
| THE GATHERING PLACE OF MILTON INC Milton, WI | GENERAL PURPOSE | $200,000 |
| UNIVERSITY OF UTAH - ADVANCEMENT Salt Lake City, UT | GENERAL PURPOSE | $120,000 |
| BEST FRIENDS ANIMAL SOCIETY Kanab, UT | GENERAL PURPOSE | $50,000 |
| COPPER VIEW ANGEL FUND Herriman, UT | GENERAL PURPOSE | $50,000 |
| MILTON HIGH SCHOOL SCHOLARSHIP FUND Milton, WI | GENERAL PURPOSE | $50,000 |
| ROCKY MOUNTAIN DACHSUND RESCUE Salt Lake City, UT | GENERAL PURPOSE | $35,000 |
| SALT LAKE COMMUNITY COLLEGE Salt Lake City, UT | GENERAL PURPOSE | $25,000 |
| DYSLEXIA CENTER OF UTAH NEW HEIGHTS INC American Fork, UT | GENERAL PURPOSE | $20,000 |
| ITALIAN-AMERICAN CIVIC LEAGUE Salt Lake City, UT | GENERAL PURPOSE | $15,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2025 | $16,148,601 | $1,711,444 | $1,543,804 | $1,175,000 |
| 2024 | $15,985,456 | $1,080,320 | $975,987 | $669,479 |
| 2023 | $15,888,978 | $672,643 | $1,120,482 | $832,577 |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $16,148,601 | $15,985,456 | $15,888,978 |
| Revenue | $1,711,444 | $1,080,320 | $672,643 |
| Expenses | $1,543,804 | $975,987 | $1,120,482 |
| Qualifying Distributions | $1,391,287 | $888,338 | $1,040,858 |
| Net Investment Income | $1,579,390 | $1,000,483 | $596,351 |
| Distributable Amount | $978,530 | $936,909 | $878,718 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS June 10, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 29, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 25, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS October 5, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS July 8, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS August 13, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 6, 2026)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 6, 2026)
- IRS filings on file for fiscal years 2019–2024
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Fiduciary Partners Trust Company as trustee, David A Casarotto as chairman, and Daniella Casarotto and Ryan J DeLucca as board members. The foundation’s website identifies David Allen Casarotto as chairman and Danielle DeLuca Casarotto and Ryan James DeLuca as board members.
Allen Foundation Trust is led by David A. Casarotto, Chairman since 2024 (on filings since 2019); 1 of 4 officers listed in 2025 is compensated.
Officers on the 2025 filing
David A. Casarotto
Chairman
Co-Trustee → Chairman, 2024
On filings since 2019
$1K (2019) → $0 (2025)
Fiduciary Partners Trust Company
Trustee
On filings since 2024
2 hrs/week
$8K (2024) → $49K (2025)
Daniella Casarotto
Board Member
On filings since 2024
No compensation reported
Ryan J. Delucca
Board Member
On filings since 2024
No compensation reported
Former officers (2)
- Former: JP Morgan Chase Bank NA (2024) — Trustee
- Former: Allan Brinkerhoff (2019–2023) — Co-Trustee
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
Contact
Mailing address: 3913 W Prospect Avenue Suite 201, Appleton, WI 54914-8797
Phone: (920) 380-9960
Website: https://allen-foundation.com
Frequently asked questions about Allen Foundation Trust
How much does Allen Foundation Trust give each year?
Allen Foundation Trust gave $1.2M across 12 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $669K across 26 grants.
What is Allen Foundation Trust's typical grant size?
Allen Foundation Trust's median grant in 2025 was $42,500, and its average grant was $97,917, across 12 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Allen Foundation Trust that year got $15K on average.
Where does Allen Foundation Trust give grants?
Allen Foundation Trust gives mostly in Alabama: 51% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Utah (27%) and Wisconsin (22%). The most frequent recipient cities were Salt Lake City, UT (4 grants), Milton, WI (3 grants) and Herriman, UT (2 grants).
Does Allen Foundation Trust give general operating support?
Yes: 100% of Allen Foundation Trust's 2025 grants with a stated purpose (12 of 12) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Allen Foundation Trust's largest grantees?
Allen Foundation Trust's largest 2025 grantees include United States Space and Rocket Center ($600,000), The Gathering Place of Milton Inc ($200,000) and University of Utah - Advancement ($120,000), according to its 2025 IRS Form 990-PF. Together they received 78% of its itemized 2025 grant dollars.
How large is Allen Foundation Trust?
Allen Foundation Trust reported $16.1M in total assets on its 2025 IRS Form 990-PF. It paid out $1.4M in qualifying distributions that year, against a required minimum of $979K (roughly 5% of its investment assets).
What does Allen Foundation Trust fund?
The foundation’s stated goal is to fulfill needs and develop programs of a new or innovative nature. Its areas of interest include quality of life, senior care, animal safety, healthcare, and educational development. Examples listed by the foundation include arts and culture, children and youth services, human and social services, senior centers, animal rescues, healthcare institutions, medical research, scholarships, and financial aid. Its 2025 grants included organizations with varied mission…
How do I apply for a grant from Allen Foundation Trust?
The foundation does not accept unsolicited requests for funds and says it is not accepting new applications at this time. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Allen Foundation Trust's EIN?
Allen Foundation Trust's EIN (Employer Identification Number) is 39-1708035. IRS Form 990 filing data is available on this page for 2019–2025.
Does Allen Foundation Trust accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
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