J Allen McClain Trust

Private foundation · Grantmaker Xenia, OH EIN: 31-6060712

J Allen McClain Trust is a private foundation, based in Xenia, OH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $689K in total assets. In 2024, it made $10K in qualifying distributions. Net investment income was $35K.

J Allen McClain Trust at a glance

Total assets
$688,549
+3.7% vs 2023
Revenue (2024)
$39,390
+481.1% vs 2023
Qualifying distributions (2024)
$10,305
-48.5% vs 2023
Expenses (2024)
$14,785
+5.4% vs 2023
Latest 990 filing
Form 990-PF, 2024 View filing

Data from IRS Form 990-PF, 2024; updated September 2026.

Who J Allen McClain Trust funds

How this funder distributes its grants

Grant Size Distribution

1 grant across all recorded years

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

The most common grant size was under $50K: 1 grant of 1 (100%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

States

Cities

Bellbrook

How J Allen McClain Trust gives

  • In 2024 it paid out 33% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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

$0$2K$4K$6K1 grant2020 0 grants2021 0 grants2022 0 grants2023 0 grants2024

In 2020 it made 1 grant totaling $5K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
1 grant to individuals Recipients not named —$5,000
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2024$688,549$39,390$14,785——$10,305$34,910$31,653
2023$663,944$6,779$14,030——$20,023$9,638$28,248
2022$671,535$-5,721$15,532——$10,267$14,264$26,620
2021$693,048$114,337$11,691——$11,691$100,756$25,067
2020$645,201$30,122$27,787$5,0001—$2,335$23,281

Under IRS private-foundation payout rules, J Allen McClain Trust reported a distributable amount of $32K for 2024 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

J Allen McClain Trust's 2024 filing lists 2 officers; all 2 officers listed in 2024 are compensated.

Officers on the 2024 filing

  • David L. Pendry

    Trustee

    On filings since 2020

    1 hr/week

    $3K (2020) → $3K (2024)

  • Sheila R. Hoag

    Administrator

    New on the 2024 filing

    1.6 hrs/week

    $6K (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

Sheila R Hoag — Administrator: $6KSheila R HoagAdministrator$6KDavid L Pendry — Trustee: $3KDavid L PendryTrustee$3K

The highest reported compensation on the 2024 filing was $6K, to Sheila R Hoag (Administrator). 2 officers or directors reported compensation on that filing.

Frequently asked questions about J Allen McClain Trust

How large is J Allen McClain Trust?

J Allen McClain Trust reported $689K in total assets on its 2024 IRS Form 990-PF. It paid out $10K in qualifying distributions that year, against a required minimum of $32K (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.

Where does J Allen McClain Trust operate?

J Allen McClain Trust has awarded grants in Ohio.

What is J Allen McClain Trust's EIN?

J Allen McClain Trust's EIN (Employer Identification Number) is 31-6060712. 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

  1. IRS filings on file for fiscal years 2020–2024

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from J Allen McClain Trust'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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