Elizabeth Fernald Allen Family
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
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.
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.
Focus Areas
Ready to take the next step with Elizabeth Fernald Allen Family?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| 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
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2024
Grant Size Distribution
14 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Oratorio Society of Ny ($16,000), Canine Companions ($10,000), Habitat for Humanity ($10,000).
| 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 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| MARTHA F ALLEN | Director | — | $3,000 |
| JULIA FERNALD | Director | — | $3,000 |
| HENRY V ALLEN | Director | — | $3,000 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Elizabeth Fernald Allen Family?
Elizabeth Fernald Allen Family is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in HIGHLAND LAKES, NJ. It holds $483K in total assets as of 2024.
How large is Elizabeth Fernald Allen Family?
As of 2024, Elizabeth Fernald Allen Family holds $483K in total assets with $81K in annual revenue. It awarded 3 grants totaling $36K in 2024.
Where does Elizabeth Fernald Allen Family operate?
Elizabeth Fernald Allen Family has awarded grants in Georgia, Hawaii, New York, Texas.
What size grants does Elizabeth Fernald Allen Family award?
In 2024, Elizabeth Fernald Allen Family awarded 3 grants totaling $36K — an average of about $12K per grant, based on its IRS Form 990 filings.
How much is Elizabeth Fernald Allen Family required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Elizabeth Fernald Allen Family reported a distributable amount of $30K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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.
Explore Open Grants
Browse active grant opportunities in Elizabeth Fernald Allen Family's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Vanguard Charitable Endowment Program
SOUTHEASTERN, PA
Assets
$22.2B
Grants
24,269
Total Given
$3.0B
National Philanthropic Trust
JENKINTOWN, PA
Assets
$42.2B
Grants
18,583
Total Given
$5.1B
Ernest H Hui Family Foundation
KANEOHE, HI
Assets
$1.1M
Grants
22
Total Given
$64K
Rasmuson Foundation
ANCHORAGE, AK
Assets
$845.4M
Grants
300
Total Given
$17.7M
The Karen Katen Foundation
WESTPORT, CT
Assets
$3.3M
Grants
63
Total Given
$325K
Squier Family Foundation
VERO BEACH, FL
Assets
$6.8M
Grants
44
Total Given
$478K
Foulkrod Foundation
PEARLAND, TX
Assets
—
Grants
11
Total Given
$13K
Cornelius a & Muriel P Wood Tua
DALLAS, TX
Assets
$1.6M
Grants
5
Total Given
$83K
Hakim Family Foundation
NASHVILLE, TN
Assets
$711K
Grants
77
Total Given
$1.0M
The Charles and Elizabeth Barr
LOUISVILLE, KY
Assets
$5.6M
Grants
30
Total Given
$441K
The Milton M Meyer Jr & Mildred B
KENNEBUNKPORT, ME
Assets
$294K
Grants
27
Total Given
$27K
The Bilici Foundation
LOS ALAMITOS, CA
Assets
$7K
Grants
5
Total Given
$1K
More Funders in New Jersey
Data last updated April 2026. Sourced from IRS Form 990-PF filings.