J Allen Mcclain Trust

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.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$689K

+3.7% YoY

Revenue

$39K

+481.1% YoY

Qualifying Distributions

$10K

-48.5% YoY

Expenses

$15K

+5.4% YoY

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.

About J Allen Mcclain Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Ohio $5K (100%)

States

Ohio

Cities

Bellbrook

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$688,549	$663,944	$671,535
Revenue	$39,390	$6,779	$-5,721
Expenses	$14,785	$14,030	$15,532
Qualifying Distributions	$10,305	$20,023	$10,267
Net Investment Income	$34,910	$9,638	$14,264
Distributable Amount	$31,653	$28,248	$26,620

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 0 recipients in 2024

Grant Size Distribution

1 grants across all recorded years

Giving History

Grant recipients and amounts by year

No grants recorded for 2024.

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
DAVID L PENDRY	TRUSTEE	1	$3,382
SHEILA R HOAG	ADMINISTRATOR	1.6	$5,813

Frequently Asked Questions

How large is J Allen Mcclain Trust?

As of 2024, J Allen Mcclain Trust holds $689K in total assets with $39K in annual revenue.

Where does J Allen Mcclain Trust operate?

J Allen Mcclain Trust has awarded grants in Ohio.

How much is J Allen Mcclain Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, J Allen Mcclain Trust reported a distributable amount of $32K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.