Alliss Educational Foundation-Equity
Alliss Educational Foundation-Equity is a private foundation based in Milwaukee, Wisconsin. Its 2024 filing describes awards as limited to Minnesota universities and colleges; its reported 2024 grants went to recipients in Minnesota.
Alliss Educational Foundation-Equity at a glance
In short: Alliss Educational Foundation-Equity gave $5.9M across 22 grants in 2024 (avg $269K), mostly in Minnesota. 0% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $5,918,593
- +1.1% vs 2023
- Grants made (2024)
- 22
- +0.0% vs 2023
- Average grant
- $269,027
- +1.1% vs 2023
- Median grant
- $201,009
- Total assets
- $98,707,093
- +3.6% vs 2023
- New grantees (estimate)
- 0% first-time grantees (0 of 22, 2024; small sample)
- Primary geography
- Minnesota (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Alliss Educational Foundation-Equity
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation does not accept unsolicited requests; its filing states that it does not accept applications. The filing lists U.S. Bank as the contact, provides no application form or materials, and limits awards to Minnesota universities and colleges.
- Review Cycle
- N/A — does not accept applications.
- Deadline
- N/A — does not accept applications.
- Contact
Application contact: Us Bank
Mailing address: 800 Nicollet Mall Ste 800, Minneapolis, MN 55402
Phone: (612) 303-2886
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Alliss Educational Foundation-Equity funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Minnesota State System ($1.2M). Together the top 10 received $4.5M.
Organizations only. It also paid 1 grant to individuals ($142,722), which are not listed by name.
Grant Size Distribution
101 grants across all recorded years
The most common grant size was in the $100–250K range: 62 grants of 101 (61%).
Geographic Focus
Where this funder awards grants
The 2024 filing reports that 100% of grant dollars went to recipients in Minnesota. It also states that awards are limited to Minnesota universities and colleges.
Grant Distribution by State
Share of 2024 grant dollars across all 22 itemized grants.
Cities
Is Alliss Educational Foundation-Equity open to new grantees?
0%
first-time grantees, 2024
In 2024, 0 of 22 grantees (0%) were first-time recipients. With only 22 grantees, that is a small sample: one grantee more or less moves the share by about 5 points. How we count
- 91% of 2024 grantees were also funded in 2023. Method
- Giving held roughly steady from 2021 to 2024 (+1%). Method
- In 2024 it paid out 102% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). 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 2020 to 2024, annual grant giving ranged from $5.3M (2020) to $6.0M (2022). In 2024 it made 22 grants totaling $5.9M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Minnesota State System St. Paul, MN | General Operating | $1,171,043 |
| University of Minnesota Minneapolis, MN | General Operating | $912,185 |
| University of St Thomas St. Paul, MN | General Operating | $666,146 |
| St Olaf College Northfield, MN | General Operating | $351,806 |
| Augsburg College Minneapolis, MN | General Operating | $261,822 |
| Concordia University St. Paul, MN | General Operating | $252,593 |
| Macalester College St. Paul, MN | General Operating | $232,486 |
| Carleton College Northfield, MN | General Operating | $229,190 |
| St Catherine University St. Paul, MN | General Operating | $224,136 |
| Gustavus Adolphus College St Peter, MN | General Operating | $209,743 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2024 | $98,707,093 | $9,905,164 | $7,061,647 | $5,918,593 | 22 | $6,151,687 | $8,489,449 | $6,028,462 |
| 2023 | $95,261,906 | $14,488,845 | $7,136,857 | $5,853,743 | 22 | $6,076,708 | $13,660,948 | $5,673,688 |
| 2022 | $87,459,082 | $6,931,265 | $7,204,327 | $6,000,000 | 19 | $6,236,066 | $6,128,101 | $5,747,053 |
| 2021 | $87,576,345 | $9,781,011 | $6,983,313 | $5,865,217 | 19 | $6,110,110 | $8,969,908 | $6,435,553 |
| 2020 | $84,703,061 | $4,038,021 | $6,153,704 | $5,300,002 | 19 | — | $3,371,317 | $5,388,333 |
Under IRS private-foundation payout rules, Alliss Educational Foundation-Equity reported a distributable amount of $6.0M for 2024 — 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 foundation’s reported grants support universities and colleges. Among its grantees, the University of St. Thomas describes educating morally responsible leaders to advance the common good, while St. Olaf College describes a liberal arts education that encourages students to examine faith and values and explore meaningful vocations. Macalester College says its educational program emphasizes scholarship, internationalism, multiculturalism, and service to society.
Grantmaking
In 2024, the foundation reported 22 grants totaling $5,918,593. Grants ranged from $6,500 to $1,171,043, with a median of $201,008. The largest awards included $1,171,043 to Minnesota State System, $912,185 to the University of Minnesota, $666,146 to the University of St. Thomas, and $351,806 to St. Olaf College. The grants to Minnesota State System, the University of Minnesota, and the University of St. Thomas were designated for general operating support.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists U.S. Bank NA as trustee and Becky Roloff, Robert Bruininks, Sharon Pierce Evans, Gaye Adams Massey, Melissa Lopez Franzen, and John R. Finnegan Jr. as co-trustees.
Alliss Educational Foundation-Equity's 2024 filing lists 7 officers; 6 of 7 officers listed in 2024 are compensated.
Officers on the 2024 filing
Becky Roloff
Co-Trustee
CEO → Co-Trustee, 2021
On filings since 2020
2 hrs/week
$7K (2020) → $0 (2024)
Robert Bruininks
Co-Trustee
On filings since 2020
2 hrs/week
$7K (2020) → $9K (2024)
US Bank NA
Trustee
On filings since 2020
8 hrs/week
$638K (2020) → $762K (2024)
Sharon Pierce Evans
Co-Trustee
On filings since 2021
2 hrs/week
$5K (2021) → $7K (2024)
Gaye Adams Massey
Co-Trustee
On filings since 2022
2 hrs/week
$7K (2022) → $6K (2024)
Melissa Lopez Franzen
Co-Trustee
On filings since 2023
2 hrs/week
$7K (2023) → $7K (2024)
John R. Finnegan Jr.
Co-Trustee
New on the 2024 filing
2 hrs/week
$7K (2024)
Former officers (5)
- Former: Anita Pampusch (2020–2022) — Co-Trustee
- Former: Edward Stringer (2020–2022) — Co-Trustee
- Former: Frederick T. Weyerhaeuser (2020–2022) — Co-Trustee
- Former: Kathleen Blatz (2020–2022) — Co-Trustee
- Former: Nina M. Archabal (2020–2022) — Co-Trustee
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $762K, to US Bank NA (Trustee). 6 officers or directors reported compensation on that filing.
Frequently asked questions about Alliss Educational Foundation-Equity
How much does Alliss Educational Foundation-Equity give each year?
Alliss Educational Foundation-Equity gave $5.9M across 22 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $5.9M across 22 grants.
What is Alliss Educational Foundation-Equity's typical grant size?
Alliss Educational Foundation-Equity's median grant in 2024 was $201,009, and its average grant was $269,027, across 22 grants on its 2024 IRS Form 990-PF.
Where does Alliss Educational Foundation-Equity give grants?
Alliss Educational Foundation-Equity gives mostly in Minnesota: 100% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The most frequent recipient cities were St. Paul, MN (7 grants), Minneapolis, MN (3 grants) and Northfield, MN (2 grants).
Does Alliss Educational Foundation-Equity give general operating support?
Yes: 100% of Alliss Educational Foundation-Equity's 2024 grants with a stated purpose (22 of 22) were for general or operating support, per its 2024 IRS Form 990-PF.
Who are Alliss Educational Foundation-Equity's largest grantees?
Alliss Educational Foundation-Equity's largest 2024 grantees include Minnesota State System ($1,171,043), University of Minnesota ($912,185) and University of St Thomas ($666,146), according to its 2024 IRS Form 990-PF. It also paid 1 grant to individuals ($142,722), which are not listed by name. Together they received 46% of its itemized 2024 grant dollars.
How large is Alliss Educational Foundation-Equity?
Alliss Educational Foundation-Equity reported $98.7M in total assets on its 2024 IRS Form 990-PF. It paid out $6.2M in qualifying distributions that year, against a required minimum of $6.0M (roughly 5% of its investment assets).
What does Alliss Educational Foundation-Equity fund?
The foundation’s reported grants support universities and colleges. Among its grantees, the University of St. Thomas describes educating morally responsible leaders to advance the common good, while St. See mission & focus areas ↑
How do I apply for a grant from Alliss Educational Foundation-Equity?
The foundation does not accept unsolicited requests; its filing states that it does not accept applications. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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.
Does Alliss Educational Foundation-Equity accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS November 2, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 10, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS November 7, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS October 28, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS November 10, 2025)
- IRS filings on file for fiscal years 2020–2024
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Cite this profile
Grantable. (2026). Alliss Educational Foundation-Equity funder profile. GrantGraph. Retrieved October 12, 2026, from https://grantable.co/funders/alliss-educational-foundation-equity-morg_e315ef57a5e84f3d9d409b4cce6ce0d6
BibTeX
@misc{grantable_416011054_2026,
author = {{Grantable}},
title = {{Alliss Educational Foundation-Equity funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/alliss-educational-foundation-equity-morg_e315ef57a5e84f3d9d409b4cce6ce0d6},
note = {Accessed 2026-10-12. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Alliss Educational Foundation-Equity'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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