Martha L Allen Trust

MILWAUKEE, WI EIN: 37-6333856

Martha L Allen Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $231K in total assets. In 2024, it awarded 1 grants totaling $31K. Net investment income was $4K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$231K

-11.0% YoY

Annual Giving

$31K

+44.0% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$31K

+44.0% YoY

Under IRS private-foundation payout rules, Martha L Allen Trust reported a distributable amount of $12K for 2024 — the minimum it must pay out in qualifying distributions.

About Martha L Allen Trust

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Illinois $75K (100%)

States

Illinois

Cities

Chapin

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$230,985	$259,622	$282,389
Revenue	$7,695	$4,924	$43,272
Expenses	$36,331	$27,688	$18,788
Qualifying Distributions	$32,617	$23,237	$13,987
Net Investment Income	$4,253	$4,320	$39,231
Distributable Amount	$12,329	$12,367	$12,573

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 2024

Grant Size Distribution

4 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Village of Chapin ($30,702).

Recipient	Purpose	Amount
VILLAGE OF CHAPIN CHAPIN, IL	FOR THE BENEFIT CITIZENS	$30,702

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
US BANK NA	TRUSTEE	1	$4,004

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Martha L Allen Trust?

Martha L Allen Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. It holds $231K in total assets as of 2024.

How large is Martha L Allen Trust?

As of 2024, Martha L Allen Trust holds $231K in total assets with $8K in annual revenue. It awarded 1 grants totaling $31K in 2024.

Where does Martha L Allen Trust operate?

Martha L Allen Trust has awarded grants in Illinois.

What size grants does Martha L Allen Trust award?

In 2024, Martha L Allen Trust awarded 1 grants totaling $31K — an average of about $31K per grant, based on its IRS Form 990 filings.

How much is Martha L Allen Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Martha L Allen Trust reported a distributable amount of $12K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.