Allison Family Charitable Foundation

BELMONT, MA EIN: 20-3848260

Allison Family Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BELMONT, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.8M in total assets. In 2024, it awarded 11 grants totaling $72K. Net investment income was $86K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$2.8M

+0.5% YoY

Annual Giving

$72K

-57.7% YoY

Grant Count

11

-45.0% YoY

Avg Grant Size

$7K

-23.0% YoY

Under IRS private-foundation payout rules, Allison Family Charitable Foundation reported a distributable amount of $137K for 2024 — the minimum it must pay out in qualifying distributions.

About Allison Family Charitable Foundation

Based on IRS filings

Allison Family Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BELMONT, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.8M in total assets. In 2024, it awarded 11 grants totaling $72K. Net investment income was $86K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

11states
+3 more states

Cities

AspenAtlantaBelmontBerkleyBostonCambridgeCantonChicagoClevelandColumbusDavidsonHillsdaleHuntingtonMorristownNew YorkOvidS WeymouthSacramentoSherman OaksWaltham

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$493K$985K$1M$2M20202021202220232024
Metric202420232022
Total Assets$2,819,504$2,806,710$2,892,227
Revenue$86,394$85,458$3,505
Expenses$73,600$170,975$126,935
Qualifying Distributions$72,000$170,500$126,468
Net Investment Income$86,394$55,315$3,038
Distributable Amount$136,652$138,400$144,717

Giving Over Time

Total grant dollars and number of grants per year

$0$53K$107K$160K$213K20 grants202014 grants202118 grants202220 grants202311 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

NEW ENGLAND WILDLIFE CTR$37KMA FISCAL ALLIANCE FUND$24KHANDEL & HAYDEN SOCIETY$5KMARSHALL FUND$1KCOUNCIL ON FOREIGN RELAT…$1KDAVIDSON COLLEGE$1KTRILATERAL COMMISSION$1KNEW SKETE MONASTERIES$1KASPEN ANIMAL SHELTER$500BELMONT DAY SCHOOL$500

Grant Size Distribution

83 grants across all recorded years

79<$50K3$50–100K1$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include New England Wildlife Ctr ($37,000), Ma Fiscal Alliance Fund ($23,500), Handel & Hayden Society ($5,000).

RecipientPurposeAmount
MA FISCAL ALLIANCE FUND BOSTON, MAGENERAL$23,500
NEW ENGLAND WILDLIFE CTR S WEYMOUTH, MAGENERAL$37,000
MARSHALL FUND CAMBRIDGE, MAGENERAL$1,000
HANDEL & HAYDEN SOCIETY BOSTON, MAGENERAL$5,000
COUNCIL ON FOREIGN RELATIONS NEW YORK, NYGENERAL$1,000
DAVIDSON COLLEGE DAVIDSON, NCGENERAL$1,000
TRILATERAL COMMISSION CAMBRIDGE, MAGENERAL$1,000
ASPEN ANIMAL SHELTER ASPEN, COGENERAL$500
NEW SKETE MONASTERIES CAMBRIDGE, NYGENERAL$1,000
BELMONT DAY SCHOOL BELMONT, MAGENERAL$500

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
GRAHAM ALLISON JRCO-TRUSTEE5
ELISABETH ALLISONCO-TRUSTEE5

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Allison Family Charitable Foundation?

Allison Family Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BELMONT, MA. It holds $2.8M in total assets as of 2024.

How large is Allison Family Charitable Foundation?

As of 2024, Allison Family Charitable Foundation holds $2.8M in total assets with $86K in annual revenue. It awarded 11 grants totaling $72K in 2024.

Where does Allison Family Charitable Foundation operate?

Allison Family Charitable Foundation has awarded grants in California, Colorado, District of Columbia, Florida, Georgia, Illinois, Massachusetts, North Carolina, New York, Ohio, West Virginia.

What size grants does Allison Family Charitable Foundation award?

In 2024, Allison Family Charitable Foundation awarded 11 grants totaling $72K — an average of about $7K per grant, based on its IRS Form 990 filings.

How much is Allison Family Charitable Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Allison Family Charitable Foundation reported a distributable amount of $137K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Allison Family Charitable Foundation's EIN?

Allison Family Charitable Foundation's EIN (Employer Identification Number) is 20-3848260. IRS Form 990 filing data is available on this page for 2020–2024.

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Related Funders

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

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