Richard M Allen Charitable Trust U D 12-23-85 M B

Foundation · Grantmaker EGREMONT, MA EIN: 13-6868370 Website

The Richard M Allen Charitable Trust U D 12-23-85 M B is a family foundation established in 1985 in New York. Based in Great Barrington, Massachusetts, the trust operates as a private foundation focused on charitable giving across education, human services, and related philanthropic areas.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$3.2M

-4.9% YoY

Annual Giving

$166K

-21.4% YoY

Grant Count

-25.6% YoY

Avg Grant Size

$6K

+5.7% YoY

Under IRS private-foundation payout rules, Richard M Allen Charitable Trust U D 12-23-85 M B reported a distributable amount of $304K for 2024 — the minimum it must pay out in qualifying distributions.

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

The trust's grant-making priorities include:

Education
Philanthropy, Voluntarism & Grantmaking
Human Services

The foundation directs funding primarily toward educational institutions and community-based organizations in its service regions.

Grantmaking

The trust does not accept applications.

Grant Range

$50–$25,000

How to Apply

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Geographic Focus

Where this funder awards grants

The foundation funds organizations primarily in:

New York
Massachusetts
Maryland
Connecticut

Grant Distribution by State

New York $182K (31%)

Massachusetts $153K (26%)

Connecticut $87K (15%)

Ohio $45K (8%)

California $20K (3%)

Rhode Island $20K (3%)

Indiana $18K (3%)

Maine $15K (3%)

+8 more states

States

Arizona California Connecticut District of Columbia Illinois Indiana Massachusetts Maryland Maine Montana New Mexico New York Ohio Rhode Island Tennessee Virginia

Cities

ArlingtonAuburnBedford HillsBloomfieldBostonBozemanChappaquaCharlestonColumbusEast HamptonEgremontElmhurstGreat BarringtonHartfordHastingsHyde ParkKatonahLakevilleLenoxMclean

Financial History

Multi-year comparison from IRS filings

Total Assets (2023): $3.4 million
Total Assets (2024): $3,183,292
Total Giving (2024): $166,463
Total Giving (2023): $81,000

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$3,183,292	$3,347,606	$3,394,395
Revenue	$636,934	$856,387	$538,424
Expenses	$190,630	$217,327	$89,348
Qualifying Distributions	$190,630	$214,426	$80,950
Net Investment Income	$179,064	$202,444	$133,235
Distributable Amount	$303,921	$174,311	$204,507

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

96 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Ohio State University ($45,000), Egremont Vol Fire Department ($20,000), Diane D Allen Ch Tr for Hastings ($20,000).

Recipient	Purpose	Amount
Mt Kisco Food Pantry Mount Kisco, NY	NC	$3,750
Egremont Vol Fire Department Egremont, MA	NC	$20,000
Johnson and Wales University Providence, RI	NC	$10,000
Springfield Technical Comm College Springfield, MA	NC	$4,137
Diane D Allen Ch Tr for Hastings Hastings, NY	NC	$20,000
Hancock Shaker Village Pittsfield, MA	NC	$500
University of Maine Orono, ME	NC	$5,000
Ohio State University Columbus, OH	NC	$45,000
Turning Point USA Phoenix, AZ	NC	$1,000
Georgtom Bloomfield, NM	NC	$1,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
Richard Allen	Trustee	3	—

Contact Information

Address: 223 Egremont Plain Road, Great Barrington, MA 01230-2284

Telephone: 413-528-2108

Frequently Asked Questions

What does Richard M Allen Charitable Trust U D 12-23-85 M B fund?

The trust's grant-making priorities include: • Education • Philanthropy, Voluntarism & Grantmaking • Human Services The foundation directs funding primarily toward educational institutions and community-based organizations in its service regions.

How do I apply for a grant from Richard M Allen Charitable Trust U D 12-23-85 M B?

**Grant Activity:** • 2023: 13 grants totaling $81,000 • 2022: 9 grants totaling $66,000 • Grant range: $50–$25,000 • Median grant size: $1,000–$6,000 **Application Process:** The trust does not accept applications. **Recent Grant Recipients (2022):** • Culinary Institute of America (multiple grants totaling $42,000) • Northwest Catholic High School ($25,000) • Community Health Programs ($500) • Goodwill Industries of Berkshires ($1,000) • Indian Mountain School ($50)

Where does Richard M Allen Charitable Trust U D 12-23-85 M B make grants?

The foundation funds organizations primarily in: • New York • Massachusetts • Maryland • Connecticut

What size grants does Richard M Allen Charitable Trust U D 12-23-85 M B award?

In 2024, Richard M Allen Charitable Trust U D 12-23-85 M B awarded 29 grants totaling $166K — an average of about $6K per grant, based on its IRS Form 990 filings.

How much is Richard M Allen Charitable Trust U D 12-23-85 M B required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Richard M Allen Charitable Trust U D 12-23-85 M B reported a distributable amount of $304K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Richard M Allen Charitable Trust U D 12-23-85 M B's EIN?

Richard M Allen Charitable Trust U D 12-23-85 M B's EIN (Employer Identification Number) is 13-6868370. IRS Form 990 filing data is available on this page for 2020–2024.