Herbert Allen Foundation
The Herbert Allen Foundation is a private foundation based in New York, NY. Its 2025 filing lists grants to charitable organizations including a hospital fund, schools, community organizations, and health-related organizations.
Herbert Allen Foundation at a glance
In short: Herbert Allen Foundation gave $407K across 12 grants in 2025 (avg $34K), mostly in New York. 17% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $406,500
- -21.1% vs 2024
- Grants made (2025)
- 12
- -29.4% vs 2024
- Average grant
- $33,875
- +11.8% vs 2024
- Median grant
- $17,000
- Total assets
- $8,210,277
- -2.7% vs 2024
- New grantees (estimate)
- 17% first-time grantees (2 of 12, 2025; small sample)
- Primary geography
- New York (92% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Herbert Allen Foundation
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests.
- Contact
Mailing address: 711 Fifth Ave, New York, NY 10022-3111
Phone: (212) 339-2238
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Herbert Allen Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was New York Presbyterian Fund Inc ($240K). Together the top 10 received $396K.
Grant Size Distribution
79 grants across all recorded years
The most common grant size was under $50K: 72 grants of 79 (91%).
Geographic Focus
Where this funder awards grants
In 2025, 92% of grant dollars went to recipients in New York, 3% to Montana, and 1% to Massachusetts. The filing lists 4% for an unspecified recipient state.
Grant Distribution by State
Share of 2025 grant dollars across all 12 itemized grants.
Cities
Is Herbert Allen Foundation open to new grantees?
17%
first-time grantees, 2025
In 2025, 2 of 12 grantees (17%) were first-time recipients. With only 12 grantees, that is a small sample: one grantee more or less moves the share by about 8 points. First grants averaged $9K; repeat grants $39K. How we count
Medians: $9K first-time, $17K repeat.
- 83% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (−16%). Method
- In 2025 it paid out 50% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). 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 2025, annual grant giving ranged from $407K (2025) to $5.8M (2021). In 2025 it made 12 grants totaling $407K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| New York Presbyterian Fund Inc New York, NY | Unrestricted | $240,000 |
| Vertex Partnership Academies New York, NY | Unrestricted | $25,000 |
| Cornelia Connelly Center New York, NY | Unrestricted | $20,000 |
| The Fresh Air Fund New York, NY | Unrestricted | $17,000 |
| City Harvest New York, NY | Unrestricted | $17,000 |
| Lewin Fund to Fight Womens Cancers New York, NY | Unrestricted | $17,000 |
| The New York Times Communities Fund New York, NY | Unrestricted | $17,000 |
| Center for a New Economy | Unrestricted | $15,000 |
| Center for Transformative Action Ithica, NY | Unrestricted | $15,000 |
| The Station Foundation Bozeman, MT | Unrestricted | $12,500 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2025 | $8,210,277 | $180,629 | $412,606 | $406,500 | 12 | $408,630 | $287,931 | $821,761 |
| 2024 | $8,442,254 | $83,639 | $521,990 | $515,000 | 17 | $517,147 | $325,472 | $750,787 |
| 2023 | $8,880,605 | $526,839 | $511,477 | $505,000 | 15 | $507,668 | $526,839 | $644,812 |
| 2022 | $8,865,243 | $131,924 | $490,193 | $485,000 | 15 | $490,193 | $131,924 | $644,373 |
| 2021 | $9,223,512 | $1,023,254 | $5,799,000 | $5,780,000 | 20 | $5,789,000 | $758,332 | $736,878 |
| 2020 | $13,999,258 | $5,393,882 | $987,376 | $905,000 | 23 | — | $5,393,882 | $772,120 |
Under IRS private-foundation payout rules, Herbert Allen Foundation reported a distributable amount of $822K for 2025 — 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 mission is not stated in the available information. Its 2025 grants included organizations with varied missions. Vertex Partnership Academies describes its mission as immersing students in democratic discourse and developing qualities including courage, justice, temperance, and wisdom. The New York Times Communities Fund says it raises funds for individuals and families in distress through selected nonprofit organizations.
Other 2025 grantees describe missions including promoting social change (Center for Transformative Action), assisting members of the U.S. Special Operations Command returning from combat (The Station Foundation), and supporting parks through sports, arts, community-building, and education programs (City Parks Foundation). Partners In Health describes itself as a global health organization working to bring modern medical science to vulnerable communities.
Grantmaking
In 2025, the foundation made 12 grants totaling $406,500. Grants ranged from $5,000 to $240,000, with a median of $17,000. The largest listed grants were $240,000 to New York Presbyterian Fund Inc., $25,000 to Vertex Partnership Academies, and $20,000 to Cornelia Connelly Center. Other listed grants included $17,000 each to The Fresh Air Fund, City Harvest, Lewin Fund to Fight Womens Cancers, and The New York Times Communities Fund; and $15,000 each to Center for a New Economy and Center for Transformative Action. The listed grants were designated unrestricted.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Herbert A Allen III as president and director; Bradley A Roberts as treasurer-secretary and director; and Isaac Keschner as vice president and assistant secretary.
Herbert Allen Foundation is led by Herbert A. Allen III, President & Director since 2022 (on filings since 2020); none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Herbert A. Allen III
President & Director
President → President & Director, 2022
On filings since 2020
1 hr/week
No compensation reported
Bradley A. Roberts
Treas-Secretary & Director
Treasurer - Secretary → Treas-Secretary, 2021
Treas-Secretary → Treas-Secretary & Director, 2022
On filings since 2020
1 hr/week
No compensation reported
Isaac Keschner
Vice President & Assistant Secretary
Vice President → Vice President & Assistant Secretary, 2024
On filings since 2022
1 hr/week
No compensation reported
Former officers (1)
- Former: Howard Felson (2020–2021) — Vice President
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Herbert Allen Foundation
How much does Herbert Allen Foundation give each year?
Herbert Allen Foundation gave $407K across 12 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $515K across 17 grants.
What is Herbert Allen Foundation's typical grant size?
Herbert Allen Foundation's median grant in 2025 was $17,000, and its average grant was $33,875, across 12 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Herbert Allen Foundation that year got $9K on average.
Where does Herbert Allen Foundation give grants?
Herbert Allen Foundation gives mostly in New York: 92% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were New York, NY (8 grants).
Does Herbert Allen Foundation give general operating support?
Yes: 100% of Herbert Allen Foundation's 2025 grants with a stated purpose (12 of 12) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Herbert Allen Foundation's largest grantees?
Herbert Allen Foundation's largest 2025 grantees include New York Presbyterian Fund Inc ($240,000), Vertex Partnership Academies ($25,000) and Cornelia Connelly Center ($20,000), according to its 2025 IRS Form 990-PF. Together they received 70% of its itemized 2025 grant dollars.
How large is Herbert Allen Foundation?
Herbert Allen Foundation reported $8.2M in total assets on its 2025 IRS Form 990-PF. It paid out $409K in qualifying distributions that year, against a required minimum of $822K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does Herbert Allen Foundation fund?
The foundation’s mission is not stated in the available information. Its 2025 grants included organizations with varied missions. See mission & focus areas ↑
How do I apply for a grant from Herbert Allen Foundation?
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Herbert Allen Foundation's EIN?
Herbert Allen Foundation's EIN (Employer Identification Number) is 13-3791176. IRS Form 990 filing data is available on this page for 2020–2025.
Does Herbert Allen Foundation 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
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 13, 2026)
- IRS filings on file for fiscal years 2020–2024
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Cite this profile
Grantable. (2026). Herbert Allen Foundation funder profile. GrantGraph. Retrieved October 12, 2026, from https://grantable.co/funders/herbert-allen-foundation-morg_a1a6aca8913c4e9ba0762797f2f0ae59
BibTeX
@misc{grantable_133791176_2026,
author = {{Grantable}},
title = {{Herbert Allen Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/herbert-allen-foundation-morg_a1a6aca8913c4e9ba0762797f2f0ae59},
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 Herbert Allen Foundation'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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