Richard M Allen Charitable Trust U D 12-23-85 M B
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
29
-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.
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
States
Cities
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
| 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.
Explore Open Grants
Browse active grant opportunities in Richard M Allen Charitable Trust U D 12-23-85 M B'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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