John L Alheim Trust
John L Alheim Trust is a private foundation, based in DALLAS, TX. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $407K in total assets. In 2025, it awarded 1 grants totaling $24K. Net investment income was $36K.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$407K
+2.6% YoY
Annual Giving
$24K
+16.0% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$24K
+16.0% YoY
Under IRS private-foundation payout rules, John L Alheim Trust reported a distributable amount of $24K for 2025 — the minimum it must pay out in qualifying distributions.
About John L Alheim Trust
Based on IRS filings
John L Alheim Trust is a private foundation, based in DALLAS, TX. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $407K in total assets. In 2025, it awarded 1 grants totaling $24K. Net investment income was $36K.
Ready to take the next step with John L Alheim Trust?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $407,435 | $397,104 | $395,427 |
| Revenue | $40,071 | $14,562 | $-1,498 |
| Expenses | $29,859 | $26,068 | $22,770 |
| Qualifying Distributions | $25,559 | $22,191 | $17,488 |
| Net Investment Income | $35,989 | $10,136 | $5,597 |
| Distributable Amount | $24,058 | $22,650 | $20,931 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2025
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include Laudholm Trust ($23,511).
| Recipient | Purpose | Amount |
|---|---|---|
| LAUDHOLM TRUST WELLS, ME | UNRESTRICTED GENERAL | $23,511 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BANK OF AMERICA | TRUSTEE | 1 | $3,869 |
Frequently Asked Questions
How large is John L Alheim Trust?
As of 2025, John L Alheim Trust holds $407K in total assets with $40K in annual revenue. It awarded 1 grants totaling $24K in 2025.
Where does John L Alheim Trust operate?
John L Alheim Trust has awarded grants in Maine.
What size grants does John L Alheim Trust award?
In 2025, John L Alheim Trust awarded 1 grants totaling $24K — an average of about $24K per grant, based on its IRS Form 990 filings.
How much is John L Alheim Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, John L Alheim Trust reported a distributable amount of $24K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is John L Alheim Trust's EIN?
John L Alheim Trust's EIN (Employer Identification Number) is 01-6070903. IRS Form 990 filing data is available on this page for 2021–2025.
Explore Open Grants
Browse active grant opportunities in John L Alheim Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.