Allensby Charity Fund
Allensby Charity Fund is a private foundation based in San Rafael, California. Its 2026 filing reports 21 grants totaling $35,000 to organizations, mostly in California.
Allensby Charity Fund at a glance
In short: Allensby Charity Fund gave $35K across 21 grants in 2026 (avg $2K), mostly in California. 10% of 2026 grantees were new. Source: 2026 IRS Form 990-PF.
- Annual giving (2026)
- $35,000
- +9.4% vs 2025
- Grants made (2026)
- 21
- -4.5% vs 2025
- Average grant
- $1,667
- +14.6% vs 2025
- Median grant
- $1,500
- Total assets
- $715,938
- +1.8% vs 2025
- New grantees (estimate)
- 10% first-time grantees (2 of 21, 2026; small sample)
- Primary geography
- California (97% of itemized 2026 grant dollars)
- Latest 990 filing
- Form 990-PF, 2026 View filing
Data from IRS Form 990-PF, 2026; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Allensby Charity Fund
- How to Apply
-
The 2025 filing says applications must be submitted in writing and should disclose the organization’s charitable purpose, intended use of funds, and other information that could help the trustees decide. It lists no restrictions on awards. The filing says the foundation does not restrict giving to preselected organizations.
- Review Cycle
- The 2025 filing lists September. That stated deadline has passed.
- Deadline
- The 2025 filing lists September.
- Contact
Application contact: Allensby Charity Fund
Mailing address: 24 Partridge Drive, San Rafael, CA 94901
Phone: (415) 892-7201
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Allensby Charity Fund funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2026
The largest 2026 recipient was West Marin Senior Services ($3K). Together the top 10 received $21K.
Grant Size Distribution
119 grants across all recorded years
The most common grant size was under $50K: 119 grants of 119 (100%).
Geographic Focus
Where this funder awards grants
In filing year 2026, 97% of grant dollars went to recipients in California and 3% to recipients in Illinois. The listed grants include recipients in Marin County communities and a grant to Elks National Foundation in Chicago, Illinois.
Grant Distribution by State
Share of 2026 grant dollars across all 21 itemized grants.
Cities
Is Allensby Charity Fund open to new grantees?
10%
first-time grantees, 2026
In 2026, 2 of 21 grantees (10%) were first-time recipients. With only 21 grantees, that is a small sample: one grantee more or less moves the share by about 5 points. First grants averaged $2K; repeat grants $2K. How we count
Medians: $2K first-time, $2K repeat.
- 86% of 2026 grantees were also funded in 2025. Method
- Giving held roughly steady from 2023 to 2026 (+1%). Method
- In 2026 it paid out 90% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2021–2026). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2026, annual grant giving ranged from $32K (2025) to $37K (2022). In 2026 it made 21 grants totaling $35K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| West Marin Senior Services Pt Reyes, CA | Charitable | $3,000 |
| In Spirit Woodacre, CA | Charitable | $3,000 |
| Marin Foster Care San Rafael, CA | Charitable | $2,500 |
| Marin Pregnancy Clinic Novato, CA | Charitable | $2,000 |
| Comm Inst for Psychotherapy San Rafael, CA | Charitable | $2,000 |
| Lita of Marin San Rafael, CA | Charitable | $2,000 |
| Tam House San Anselmo, CA | Charitable | $2,000 |
| Marin Athletic Foundation San Rafael, CA | Charitable | $1,500 |
| Ceres Community Project San Rafael, CA | Charitable | $1,500 |
| Kids Cooking for Life San Rafael, CA | Charitable | $1,500 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2026 | $715,938 | $59,922 | $47,562 | $35,000 | 21 | $39,004 | $51,686 | $43,389 |
| 2025 | $703,578 | $30,964 | $48,403 | $32,000 | 22 | $37,351 | $23,150 | $41,133 |
| 2024 | $721,139 | $239,769 | $46,905 | $34,500 | 26 | $39,699 | $232,695 | $35,242 |
| 2023 | $528,378 | $14,831 | $47,478 | $34,500 | 23 | $39,770 | $9,474 | $41,121 |
| 2022 | $561,964 | $64,126 | $46,322 | $36,500 | 27 | $38,517 | $56,464 | $41,205 |
| 2021 | $547,932 | $13,184 | $45,313 | $36,000 | 24 | — | $10,317 | $38,762 |
Under IRS private-foundation payout rules, Allensby Charity Fund reported a distributable amount of $43K for 2026 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
The fund’s filings do not state a mission. Its 2026 grants included organizations working in areas such as senior services, youth, athletics, and community support. For example, West Marin Senior Services describes its mission as helping seniors live safely and with dignity through in-home support, assisted living, and community services. Project Avary says it supports children of incarcerated parents through a long-term community of support and belonging, and builds their life and leadership skills.
Grantmaking
In filing year 2026, the fund made 21 grants totaling $35,000. Grants ranged from $1,000 to $3,000, with a median grant of $1,500.
Among the largest reported grants were $3,000 each to West Marin Senior Services and In Spirit; $2,500 to Marin Foster Care; and $2,000 each to Marin Pregnancy Clinic, Community Institute for Psychotherapy, LITA of Marin, and Tam House. Other reported grants included $1,500 to Marin Athletic Foundation, Ceres Community Project, Kids Cooking for Life, Wisdom International, and Marin Symphony Youth.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2026 filing lists Lorn Dreitzler, Stephen Spicer, Robert Meier, Dean Aure, and Tom Knopf as trustees; Joseph Tato III as chairman; Alicia Ferrando as treasurer; and Monica McMillan as secretary.
Allensby Charity Fund is led by Joseph Tato III, Chairman on every filing since 2025; none of the 8 officers listed in 2026 report compensation.
Officers on the 2026 filing
Joseph Tato III
Chairman
On filings since 2025
1 hr/week
No compensation reported
Lorn Dreitzler
Trustee
Chairman → Trustee, 2024
On filings since 2021
1 hr/week
No compensation reported
Robert Meier
Trustee
On filings since 2021
1 hr/week
No compensation reported
Tom Knopf
Trustee
On filings since 2021
1 hr/week
No compensation reported
Dean Aure
Trustee
On filings since 2025
1 hr/week
No compensation reported
Stephen Spicer
Trustee
On filings since 2025
1 hr/week
No compensation reported
Alicia Ferrando
Treasurer
Trustee → Treasurer, 2024
On filings since 2021
1 hr/week
No compensation reported
Monica McMillan
Secretary
Trustee → Secretary, 2025
On filings since 2024
1 hr/week
No compensation reported
Former officers (5)
- Former: Don Gregory (2021–2025) — Trustee
- Former: Dave Nelson (2021–2024) — Secretary
- Former: Steve Spicer (2021–2024) — Trustee
- Former: Dan Aure (2024) — Trustee
- Former: Joe Tato (2024) — Chairman
Data from IRS Form 990 filings, 2021–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Allensby Charity Fund
How much does Allensby Charity Fund give each year?
Allensby Charity Fund gave $35K across 21 grants in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $32K across 22 grants.
What is Allensby Charity Fund's typical grant size?
Allensby Charity Fund's median grant in 2026 was $1,500, and its average grant was $1,667, across 21 grants on its 2026 IRS Form 990-PF. Organizations receiving their first grant from Allensby Charity Fund that year got $2K on average.
Where does Allensby Charity Fund give grants?
Allensby Charity Fund gives mostly in California: 97% of the grant dollars itemized on its 2026 IRS Form 990-PF went to recipients there. The most frequent recipient cities were San Rafael, CA (11 grants), Sausalito, CA (2 grants) and San Anselmo, CA (2 grants).
Does Allensby Charity Fund give general operating support?
Not in 2026: none of the 21 grants with a stated purpose on Allensby Charity Fund's 2026 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Charitable" (21 grants).
Who are Allensby Charity Fund's largest grantees?
Allensby Charity Fund's largest 2026 grantees include West Marin Senior Services ($3,000), In Spirit ($3,000) and Marin Foster Care ($2,500), according to its 2026 IRS Form 990-PF. Together they received 24% of its itemized 2026 grant dollars.
How large is Allensby Charity Fund?
Allensby Charity Fund reported $716K in total assets on its 2026 IRS Form 990-PF. It paid out $39K in qualifying distributions that year, against a required minimum of $43K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does Allensby Charity Fund fund?
The fund’s filings do not state a mission. Its 2026 grants included organizations working in areas such as senior services, youth, athletics, and community support. See mission & focus areas ↑
How do I apply for a grant from Allensby Charity Fund?
The 2025 filing says applications must be submitted in writing and should disclose the organization’s charitable purpose, intended use of funds, and other information that could help the trustees decide. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Allensby Charity Fund's EIN?
Allensby Charity Fund's EIN (Employer Identification Number) is 68-0031901. IRS Form 990 filing data is available on this page for 2021–2026.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2026 (received by the IRS July 7, 2026)
- IRS filings on file for fiscal years 2021–2025
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Figures come from Allensby Charity Fund's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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