Elizabeth Fernald Allen Family
Elizabeth Fernald Allen Family is a private foundation, 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.
Elizabeth Fernald Allen Family at a glance
In short: Elizabeth Fernald Allen Family gave $36K across 3 grants in 2024 (avg $12K), mostly in New York. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $36,000
- +0.0% vs 2023
- Grants made (2024)
- 3
- +0.0% vs 2023
- Average grant
- $12,000
- +0.0% vs 2023
- Median grant
- $10,000
- Total assets
- $482,745
- +3.6% vs 2023
- Primary geography
- New York (72% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Elizabeth Fernald Allen Family funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2024
The largest 2024 recipient was Oratorio Society of NY ($16K). Together the top 3 received $36K.
Grant Size Distribution
14 grants across all recorded years
The most common grant size was under $50K: 14 grants of 14 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 3 itemized grants.
Cities
How Elizabeth Fernald Allen Family gives
- Giving held roughly steady from 2021 to 2024 (−10%). Method
- In 2024 it paid out 120% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $35K (2020) to $41K (2022). In 2024 it made 3 grants totaling $36K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Oratorio Society of NY New York, NY | Classical Musical Productions | $16,000 |
| Canine Companions Medford, NY | Service Dog Training | $10,000 |
| Habitat for Humanity Atlanta, GA | NC Hurricane Relief | $10,000 |
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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 | $482,745 | $81,243 | $64,385 | $36,000 | 3 | $36,000 | $64,653 | $29,953 |
| 2023 | $465,887 | $77,586 | $65,550 | $36,000 | 3 | $36,000 | $62,626 | $26,311 |
| 2022 | $453,851 | $59,386 | $69,795 | $41,000 | 3 | $41,000 | $42,286 | $28,525 |
| 2021 | $464,260 | $87,002 | $68,997 | $40,000 | 3 | $40,000 | $69,700 | $30,855 |
| 2020 | $446,255 | $78,261 | $60,951 | $35,000 | 2 | — | $64,005 | $28,306 |
Under IRS private-foundation payout rules, Elizabeth Fernald Allen Family reported a distributable amount of $30K for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Elizabeth Fernald Allen Family's 2024 filing lists 3 officers; all 3 officers listed in 2024 are compensated.
Officers on the 2024 filing
Henry V. Allen
Director
On filings since 2020
$3K (2020) → $3K (2024)
Julia Fernald
Director
On filings since 2020
$3K (2020) → $3K (2024)
Martha F. Allen
Director
On filings since 2020
$3K (2020) → $3K (2024)
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 $3K, to Martha F Allen (Director). 3 officers or directors reported compensation on that filing.
Frequently asked questions about Elizabeth Fernald Allen Family
How much does Elizabeth Fernald Allen Family give each year?
Elizabeth Fernald Allen Family gave $36K across 3 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $36K across 3 grants.
What is Elizabeth Fernald Allen Family's typical grant size?
Elizabeth Fernald Allen Family's median grant in 2024 was $10,000, and its average grant was $12,000, across 3 grants on its 2024 IRS Form 990-PF.
Where does Elizabeth Fernald Allen Family give grants?
Elizabeth Fernald Allen Family gives mostly in New York: 72% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest state was Georgia (28%).
Does Elizabeth Fernald Allen Family give general operating support?
Not in 2024: none of the 3 grants with a stated purpose on Elizabeth Fernald Allen Family's 2024 IRS Form 990-PF were described as general or operating support.
How large is Elizabeth Fernald Allen Family?
Elizabeth Fernald Allen Family reported $483K in total assets on its 2024 IRS Form 990-PF. It paid out $36K in qualifying distributions that year, against a required minimum of $30K (roughly 5% of its investment assets).
What is Elizabeth Fernald Allen Family's EIN?
Elizabeth Fernald Allen Family's EIN (Employer Identification Number) is 22-3799771. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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