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 grant totaling $24K. Net investment income was $36K.
John L Alheim Trust at a glance
In short: John L Alheim Trust gave $24K across 1 grant in 2025 (avg $24K), mostly in Maine. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $23,511
- +16.0% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $23,511
- +16.0% vs 2024
- Median grant
- $23,511
- Total assets
- $407,435
- +2.6% vs 2024
- Primary geography
- Maine (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who John L Alheim Trust funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Laudholm Trust ($24K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How John L Alheim Trust gives
- Giving held roughly steady from 2022 to 2025 (−6%). Method
- In 2025 it paid out 106% of its IRS minimum distribution (the 5% rule). 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
From 2021 to 2025, annual grant giving ranged from $16K (2023) to $25K (2022). In 2025 it made 1 grant totaling $24K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Laudholm Trust Wells, ME | Unrestricted General | $23,511 |
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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 | $407,435 | $40,071 | $29,859 | $23,511 | 1 | $25,559 | $35,989 | $24,058 |
| 2024 | $397,104 | $14,562 | $26,068 | $20,268 | 1 | $22,191 | $10,136 | $22,650 |
| 2023 | $395,427 | $-1,498 | $22,770 | $15,702 | 1 | $17,488 | $5,597 | $20,931 |
| 2022 | $412,783 | $78,163 | $30,443 | $24,958 | 1 | $26,782 | $74,432 | $21,912 |
| 2021 | $430,540 | $27,803 | $25,322 | $18,999 | 1 | — | $24,605 | $24,160 |
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.
Leadership & Key People
Officers and directors from IRS filings
John L Alheim Trust's only listed officer is Bank Of America, Trustee on every filing since 2022 (compensated).
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2022
1 hr/week
$3K (2022) → $4K (2025)
Former officers (1)
- Former: Bank Of America N A (2021) — Trustee
Data from IRS Form 990 filings, 2021–2025. "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 $4K, to Bank of America (Trustee).
Frequently asked questions about John L Alheim Trust
How much does John L Alheim Trust give each year?
John L Alheim Trust gave $24K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $20K across 1 grant.
How large is John L Alheim Trust?
John L Alheim Trust reported $407K in total assets on its 2025 IRS Form 990-PF. It paid out $26K in qualifying distributions that year, against a required minimum of $24K (roughly 5% of its investment assets).
Where does John L Alheim Trust operate?
John L Alheim Trust has awarded grants in Maine.
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.
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
- IRS filings on file for fiscal years 2021–2025
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