Alliss Educational Foundation-equity

MILWAUKEE, WI EIN: 41-6011054

The Charles & Ellora Alliss Educational Foundation is a private foundation established in 1958 by Charles Clifford Alliss, a veteran employee and vice-president of the Minnesota Mining and Manufacturing Company (3M) at Duluth. The foundation is based in Milwaukee, Wisconsin and has been tax-exempt since January 1964. It operates as a perpetual charitable trust managed by U.S. Bank National Association and a board of trustees.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

—

Annual Giving

$5.9M

+1.1% YoY

Grant Count

22

+0.0% YoY

Avg Grant Size

$269K

+1.1% YoY

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

The foundation was established "for the furtherance of the education of young people." Since 1962, the foundation has distributed over $100 million in scholarships to thousands of Minnesota students. The foundation focuses exclusively on supporting undergraduate education for students with financial need through institutional grant programs.

The foundation's grant-making priorities center on Education, Professional Societies & Associations, and Alliances & Advocacy, with a primary geographic focus on Minnesota.

Grantmaking

The foundation makes grants exclusively to educational institutions rather than directly to individual students. Institutions then administer scholarship programs for their students using the foundation's grants.

Grant Range

$500–$1,171,043

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Geographic Focus

Where this funder awards grants

Minnesota is the exclusive geographic focus for the foundation's grant-making activities.

Grant Distribution by State

4states

States

CaliforniaMichiganMinnesotaWisconsin

Cities

ANN ARBORCASS LAKECHIPPEWA FALLSCOLLEGEVILLEDULUTHMAHNOMENMENIFEEMINNEAPLISMINNEAPOLISMOORHEADNORTHFIELDRED LAKESAINT PAULSAINT PETERST JOSEPHST PAULST PETERWINONA

Financial History

Multi-year comparison from IRS filings

Assets & Revenue (2024):

  • Total assets: $98,707,093
  • Total revenues: $9,905,164
  • Total expenses: $7,061,647

Assets & Revenue (2023):

  • Total assets: $95.3 million
  • Total revenues: $14.5 million
  • Total expenses: $7.14 million

Staffing:

  • 1 employee

Liabilities:

  • $0 (2023)
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$0.275$0.55$0.8250000000000001$1.120202021202220232024
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$2M$3M$5M$6M19 grants202019 grants202119 grants202222 grants202322 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

MINNESOTA STATE SYSTEM$1.2MUNIVERSITY OF MINNESOTA$912KUNIVERSITY OF ST THOMAS$666KST OLAF COLLEGE$352KAUGSBURG COLLEGE$262KCONCORDIA UNIVERSITY$253KMACALESTER COLLEGE$232KCARLETON COLLEGE$229KST CATHERINE UNIVERSITY$224KGUSTAVUS ADOLPHUS COLLEGE$210K

Grant Size Distribution

101 grants across all recorded years

6<$50K7$50–100K62$100–250K11$250–500K11$500K–1M4$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Minnesota State System ($1,171,043), University of Minnesota ($912,185), University of St Thomas ($666,146).

RecipientPurposeAmount
ST JOHN'S UNIVERSITY COLLEGEVILLE, MNGENERAL OPERATING$153,270
COLLEGE OF ST BENEDICT ST JOSEPH, MNGENERAL OPERATING$149,534
WHITE EARTH TRIBAL AND COMMUNITY COLLEGE MAHNOMEN, MNGENERAL OPERATING$6,500
UNIVERSITY OF ST THOMAS ST PAUL, MNGENERAL OPERATING$666,146
MINNESOTA STATE SYSTEM ST PAUL, MNGENERAL OPERATING$1,171,043
ST OLAF COLLEGE NORTHFIELD, MNGENERAL OPERATING$351,806
UNIVERSITY OF MINNESOTA MINNEAPOLIS, MNGENERAL OPERATING$912,185
AUGSBURG COLLEGE MINNEAPOLIS, MNGENERAL OPERATING$261,822
MACALESTER COLLEGE ST PAUL, MNGENERAL OPERATING$232,486
CONCORDIA COLLEGE MOORHEAD, MNGENERAL OPERATING$196,119

Leadership & Key People

Leadership team and compensation from IRS filings

  • Primary Trustee: U.S. Bank National Association
  • Board Members: Becky Roloff, Edward Stringer

Compensation Overview

From 2024 IRS filing

US BANK NATRUSTEE$762KROBERT BRUININKSCO-TRUSTEE$9KSHARON PIERCE EVANSCO-TRUSTEE$7KJOHN R FINNEGAN JRCO-TRUSTEE$7KMELISSA LOPEZ FRANZENCO-TRUSTEE$7KGAYE ADAMS MASSEYCO-TRUSTEE$6K

From 2024 filing

NameTitleHoursCompensation
US BANK NATRUSTEE8$762,101
BECKY ROLOFFCO-TRUSTEE2—
ROBERT BRUININKSCO-TRUSTEE2$8,500
SHARON PIERCE EVANSCO-TRUSTEE2$7,000
GAYE ADAMS MASSEYCO-TRUSTEE2$6,000
MELISSA LOPEZ FRANZENCO-TRUSTEE2$6,500
JOHN R FINNEGAN JRCO-TRUSTEE2$7,000

Frequently Asked Questions

What does Alliss Educational Foundation-equity fund?

The foundation was established "for the furtherance of the education of young people." Since 1962, the foundation has distributed over $100 million in scholarships to thousands of Minnesota students. The foundation focuses exclusively on supporting undergraduate education for students with financial need through institutional grant programs. The foundation's grant-making priorities center on Education, Professional Societies & Associations, and Alliances & Advocacy, with a primary geographic fo…

How do I apply for a grant from Alliss Educational Foundation-equity?

The foundation makes grants exclusively to educational institutions rather than directly to individual students. Institutions then administer scholarship programs for their students using the foundation's grants. **Grant Activity:** • Made 42 grants in 2024 • Total giving: $5,918,593 (2024) • Total giving: $5,853,743 (2023) • Grant range: $500–$1,171,043 • Typical awards: $5,000–$1,171,043 • Grant range by student type: $350–$1,100 per student (universities); $500–$2,000 per student (colleges) …

Where does Alliss Educational Foundation-equity make grants?

Minnesota is the exclusive geographic focus for the foundation's grant-making activities.

What size grants does Alliss Educational Foundation-equity award?

In 2024, Alliss Educational Foundation-equity awarded 22 grants totaling $5.9M — an average of about $269K per grant, based on its IRS Form 990 filings.

What is Alliss Educational Foundation-equity's EIN?

Alliss Educational Foundation-equity's EIN (Employer Identification Number) is 41-6011054. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

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