Elizabeth Fernald Allen Family

HIGHLAND LAKES, NJ EIN: 22-3799771

Elizabeth Fernald Allen Family is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in HIGHLAND LAKES, NJ. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $483K in total assets. In 2024, it awarded 3 grants totaling $36K. Net investment income was $65K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$483K

+3.6% YoY

Annual Giving

$36K

+0.0% YoY

Grant Count

3

+0.0% YoY

Avg Grant Size

$12K

+0.0% YoY

About Elizabeth Fernald Allen Family

Based on IRS filings

Elizabeth Fernald Allen Family is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in HIGHLAND LAKES, NJ. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $483K in total assets. In 2024, it awarded 3 grants totaling $36K. Net investment income was $65K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

4states

Cities

AtlantaHonoluluMedfordNew YorkRound Rock

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$24K$48K$72K$96K20202021202220232024
Metric202420232022
Total Assets$482,745$465,887$453,851
Revenue$81,243$77,586$59,386
Expenses$64,385$65,550$69,795
Qualifying Distributions$36,000$36,000$41,000
Net Investment Income$64,653$62,626$42,286
Distributable Amount$29,953$26,311$28,525

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$21K$31K$41K2 grants20203 grants20213 grants20223 grants20233 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

ORATORIO SOCIETY OF NY$16KCANINE COMPANIONS$10KHABITAT FOR HUMANITY$10K

Grant Size Distribution

14 grants across all recorded years

14<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

MARTHA F ALLENDirector$3KJULIA FERNALDDirector$3KHENRY V ALLENDirector$3K

From 2024 filing

NameTitleHoursCompensation
MARTHA F ALLENDirector$3,000
JULIA FERNALDDirector$3,000
HENRY V ALLENDirector$3,000

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

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

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