Lloyd J Allen Charitable Trust
Lloyd J Allen Charitable Trust is a private foundation focused on Education, based in Tumwater, WA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $3.7M in total assets. In 2025, it awarded 8 grants totaling $180K. Net investment income was $542K.
Lloyd J Allen Charitable Trust at a glance
In short: Lloyd J Allen Charitable Trust gave $180K across 8 grants in 2025 (avg $23K), mostly in Washington. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $180,000
- +33.4% vs 2024
- Grants made (2025)
- 8
- -20.0% vs 2024
- Average grant
- $22,500
- +66.8% vs 2024
- Median grant
- $14,500
- Total assets
- $3,664,104
- +12.4% vs 2024
- Primary geography
- Washington (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 Lloyd J Allen Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2025
The largest 2025 recipient was West Olympic Peninsula Betterment Association ($65K). Together the top 8 received $180K.
Grant Size Distribution
45 grants across all recorded years
The most common grant size was under $50K: 39 grants of 45 (87%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 8 itemized grants.
States
Cities
How Lloyd J Allen Charitable Trust gives
- Giving held roughly steady from 2022 to 2025 (+2%). Method
- In 2025 it paid out 100% 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 2020 to 2025, annual grant giving ranged from $132K (2023) to $180K (2025). In 2025 it made 8 grants totaling $180K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| West Olympic Peninsula Betterment Association Forks, WA | General Support, Banners, & Feeding 5,000 | $65,000 |
| Tillicum Park Forks, WA | General Park Improvements | $50,000 |
| Friends of Forks Animals Forks, WA | General Support | $20,000 |
| Forks Community Food Bank Forks, WA | General Support & Families at Christmas | $15,000 |
| Quillayute Valley School District Forks, WA | Backpack Program | $14,000 |
| Ginger's Closet & Disaster Relief Forks, WA | General Support | $10,000 |
| Forks Youth Girls Basketball Forks, WA | General Support | $5,000 |
| Forks Timber Museum Forks, WA | General Support | $1,000 |
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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 | $3,664,104 | $585,624 | $265,960 | $180,000 | 8 | $217,232 | $542,054 | $216,323 |
| 2024 | $3,261,085 | $220,368 | $225,733 | $134,905 | 10 | $168,943 | $165,430 | $207,447 |
| 2023 | $3,267,688 | $244,400 | $221,067 | $132,000 | 7 | $163,269 | $186,602 | $166,255 |
| 2022 | $3,244,355 | $79,845 | $258,655 | $176,225 | 10 | $211,591 | $90,672 | $168,755 |
| 2021 | $3,423,165 | $429,070 | $229,241 | $144,270 | 10 | $178,655 | $379,650 | $221,657 |
| 2020 | $3,223,336 | $111,356 | $219,715 | $155,158 | 7 | — | $72,381 | $190,176 |
Under IRS private-foundation payout rules, Lloyd J Allen Charitable Trust reported a distributable amount of $216K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Lloyd J Allen Charitable Trust's 2025 filing lists 5 officers; all 5 officers listed in 2025 are compensated.
Officers on the 2025 filing
Dennis Womac
Trustee
On filings since 2020
2 hrs/week
$6K (2020) → $6K (2025)
Joseph Womac
Trustee
On filings since 2020
2 hrs/week
$6K (2020) → $6K (2025)
Mary Ulin
Trustee
On filings since 2020
2 hrs/week
$6K (2020) → $6K (2025)
Daniel Womac
Trustee
On filings since 2021
2 hrs/week
$6K (2021) → $6K (2025)
Traci L. Hurn
Trustee
On filings since 2021
2 hrs/week
$6K (2021) → $6K (2025)
Data from IRS Form 990 filings, 2020–2025. "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 $6K, to Dennis Womac (Trustee). 5 officers or directors reported compensation on that filing.
Frequently asked questions about Lloyd J Allen Charitable Trust
How much does Lloyd J Allen Charitable Trust give each year?
Lloyd J Allen Charitable Trust gave $180K across 8 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $135K across 10 grants.
What is Lloyd J Allen Charitable Trust's typical grant size?
Lloyd J Allen Charitable Trust's median grant in 2025 was $14,500, and its average grant was $22,500, across 8 grants on its 2025 IRS Form 990-PF.
Where does Lloyd J Allen Charitable Trust give grants?
Lloyd J Allen Charitable Trust gives mostly in Washington: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Forks, WA (8 grants).
Does Lloyd J Allen Charitable Trust give general operating support?
Yes: 88% of Lloyd J Allen Charitable Trust's 2025 grants with a stated purpose (7 of 8) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Lloyd J Allen Charitable Trust's largest grantees?
Lloyd J Allen Charitable Trust's largest 2025 grantees include West Olympic Peninsula Betterment Association ($65,000), Tillicum Park ($50,000) and Friends of Forks Animals ($20,000), according to its 2025 IRS Form 990-PF. Together they received 75% of its itemized 2025 grant dollars.
How large is Lloyd J Allen Charitable Trust?
Lloyd J Allen Charitable Trust reported $3.7M in total assets on its 2025 IRS Form 990-PF. It paid out $217K in qualifying distributions that year, against a required minimum of $216K (roughly 5% of its investment assets).
What is Lloyd J Allen Charitable Trust?
Lloyd J Allen Charitable Trust is a private foundation focused on Education, based in Tumwater, WA. It holds $3.7M in total assets as of 2025.
What is Lloyd J Allen Charitable Trust's EIN?
Lloyd J Allen Charitable Trust's EIN (Employer Identification Number) is 46-6624210. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS March 12, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 2, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS March 24, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS July 18, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS November 4, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS February 26, 2026)
- IRS filings on file for fiscal years 2020–2025
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