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
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
No grants recorded for .
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
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Similar funders by location and focus area
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Trail Rhythms Inc
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Total Given
—
Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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