John and Audrey Allen Charitable Trust
John and Audrey Allen Charitable Trust is a private foundation, based in Parkersburg, WV. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $598K in total assets. In 2025, it awarded 2 grants totaling $40K. Net investment income was $58K.
Key facts about John and Audrey Allen Charitable Trust
In short: John and Audrey Allen Charitable Trust gave $40K across 2 grants in 2025 (avg $20K), mostly in Florida. Source: 2025 IRS Form 990-PF.
- EIN
- 46-7492076
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $40,000
- Grants made (2025)
- 2
- Average grant
- $20,000
- Median grant
- $20,000
- Total assets
- $597,810
- Primary geography
- Florida (50% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated October 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$598K
+1.8% YoY
Annual Giving
$40K
+0.0% YoY
Grant Count
2
+0.0% YoY
Avg Grant Size
$20K
+0.0% YoY
Under IRS private-foundation payout rules, John and Audrey Allen Charitable Trust reported a distributable amount of $41K for 2025 — the minimum it must pay out in qualifying distributions.
How John and Audrey Allen Charitable Trust gives
- Giving held roughly steady from 2022 to 2025 (−7%). Method
- In 2025 it paid out 115% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $14K (2019) to $43K (2022). In 2025 it made 2 grants totaling $40K.
Grant Insights
How this funder distributes its grants
Grant Size Distribution
10 grants across all recorded years
The most common grant size was under $50K: 10 grants of 10 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 2 grants to individuals Recipients not named | — | $40,000 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $597,810 | $587,172 | $574,063 |
| Revenue | $61,126 | $63,172 | $21,676 |
| Expenses | $50,737 | $50,304 | $49,534 |
| Qualifying Distributions | $47,208 | $46,945 | $46,291 |
| Net Investment Income | $57,897 | $21,586 | $18,878 |
| Distributable Amount | $41,047 | $39,706 | $35,822 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS April 18, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 10, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 9, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 4, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 30, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 1, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 7, 2026)
- IRS filings on file for fiscal years 2019–2024
Leadership & Key People
Officers and directors from IRS filings
John and Audrey Allen Charitable Trust's only listed officer is United Bank, Trustee on every filing since 2023 (compensated).
Officers on the 2025 filing
United Bank
Trustee
On filings since 2023
$8K (2023) → $10K (2025)
Former officers (1)
- Former: Beth Cline United Bank INC (2019–2022) — Trust Officer
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $10K, to United Bank (Trustee).
Frequently asked questions about John and Audrey Allen Charitable Trust
How much does John and Audrey Allen Charitable Trust give each year?
John and Audrey Allen Charitable Trust gave $40K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $40K across 2 grants.
How large is John and Audrey Allen Charitable Trust?
John and Audrey Allen Charitable Trust reported $598K in total assets on its 2025 IRS Form 990-PF. It paid out $47K in qualifying distributions that year, against a required minimum of $41K (roughly 5% of its investment assets).
Where does John and Audrey Allen Charitable Trust operate?
John and Audrey Allen Charitable Trust has awarded grants in Florida, West Virginia.
What is John and Audrey Allen Charitable Trust's EIN?
John and Audrey Allen Charitable Trust's EIN (Employer Identification Number) is 46-7492076. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching John and Audrey Allen Charitable Trust by hand.
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