The Leo Adler Trust is a private foundation established in 1995 and based in Portland, Oregon. It operates as a 501(c)(3) charitable organization with no employees, functioning as a grantmaking foundation that distributes funds to nonprofit organizations across multiple sectors.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$20.2M
Annual Giving
$890K
Grant Count
227
Avg Grant Size
$4K
Under IRS private-foundation payout rules, Leo Adler Trust reported a distributable amount of $1.2M for 2024 — the minimum it must pay out in qualifying distributions.
Grantmaking
The foundation is an active grantmaker, distributing approximately 159 grants annually. Recent grant recipients include:
Grant Range
s typically range from $150 to $84,700, with a median grant amount of $2,500. The foundation made 227 grants in the 2023 tax year.
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Geographic Focus
Where this funder awards grants
The foundation primarily funds organizations in Oregon, Idaho, and Washington.
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
As of Fiscal Year Ending June 2024:
- Total Assets: $20,248,672
- Total Revenues: $690,657
- Total Expenses: $1,118,686
- Investment Income and Dividends: $516,413 (20% increase from prior year)
As of Fiscal Year Ending June 2023:
- Investment Income and Dividends: $430,237
The foundation receives no contributions or grants; its revenue is generated entirely through investment income.
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $20,248,672 | — | $21,520,325 |
| Revenue | $690,657 | — | $901,456 |
| Expenses | $1,118,686 | — | $1,275,646 |
| Qualifying Distributions | $912,953 | — | $916,714 |
| Net Investment Income | $465,183 | — | $550,436 |
| Distributable Amount | $1,205,341 | — | $1,179,085 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
100 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Carroll College ($4,500), Pacific University ($4,500), University of Hawaii at Manoa ($4,500).
| Recipient | Purpose | Amount |
|---|---|---|
| Northwest Nazarene University Nampa, ID | General Support | $2,300 |
| Boise State University Boise, ID | General Support | $3,600 |
| Brigham Young University - Idaho Rexburg, ID | General Support | $1,900 |
| Carroll College Helena, MT | General Support | $4,500 |
| Brigham Young University Provo, UT | General Support | $2,300 |
| California Polytechnic State Univ San Luis Obispo, CA | General Support | $1,200 |
| Central Oregon Community College Bend, OR | General Support | $1,900 |
| Eastern Oregon University La Grande, OR | General Support | $1,900 |
| Oregon Institute of Technology Klamath Falls, OR | General Support | $3,600 |
| Oregon State University Corvallis, OR | General Support | $1,200 |
Leadership & Key People
Leadership team and compensation from IRS filings
JP Morgan Chase Bank NA serves as Trustee. First Republic Trust Company and US Bank are listed as former trustees.
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JP Morgan Chase Bank NA | Trustee | 40 | $94,734 |
Contact Information
Address: 947 SW Broadway, Portland, OR 97205-3002
EIN: 93-6289087
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
How do I apply for a grant from Leo Adler Trust?
The foundation is an active grantmaker, distributing approximately 159 grants annually. Recent grant recipients include: • Baker City Downtown ($25,000) • Bulldog Sports Group ($23,000) • Crossroads Creative and Performing Arts Center ($20,000) • Eastern Oregon University Grant sizes typically range from $150 to $84,700, with a median grant amount of $2,500. The foundation made 227 grants in the 2023 tax year.
Where does Leo Adler Trust make grants?
The foundation primarily funds organizations in Oregon, Idaho, and Washington.
What size grants does Leo Adler Trust award?
In 2024, Leo Adler Trust awarded 227 grants totaling $890K — an average of about $4K per grant, based on its IRS Form 990 filings.
How much is Leo Adler Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Leo Adler Trust reported a distributable amount of $1.2M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Leo Adler Trust's EIN?
Leo Adler Trust's EIN (Employer Identification Number) is 93-6289087. IRS Form 990 filing data is available on this page for 2022–2024.
Explore Open Grants
Browse active grant opportunities in Leo Adler Trust's focus areas in our free grants database
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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