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 private foundation based in Siesta Key, Florida. Its 2025 grants supported a range of organizations, including a housing provider, universities, policy organizations, and charities working in areas such as animal rescue, cancer support, and food and housing assistance.
Richard M Allen Charitable Trust U D 12-23-85 M B at a glance
In short: Richard M Allen Charitable Trust U D 12-23-85 M B gave $311K across 28 grants in 2025 (avg $11K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $311,490
- +87.1% vs 2024
- Grants made (2025)
- 28
- -3.4% vs 2024
- Average grant
- $11,125
- +93.8% vs 2024
- Median grant
- $1,385
- Total assets
- $3,902,976
- +22.6% vs 2024
- Primary geography
- Massachusetts (73% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
How to apply to Richard M Allen Charitable Trust U D 12-23-85 M B
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: 223 Egremont Plain Rd, Egremont, MA 01230
Phone: (413) 528-2108
Website: https://richardalleninc.com
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Richard M Allen Charitable Trust U D 12-23-85 M B funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Egremont Housing Trust ($200K). Together the top 10 received $290K.
Grant Size Distribution
115 grants across all recorded years
The most common grant size was under $50K: 114 grants of 115 (99%).
Geographic Focus
Where this funder awards grants
In 2025, Massachusetts organizations received 73% of grant dollars. Other leading recipient states were Ohio (6%), Maine (3%), Illinois (3%), and the District of Columbia (3%).
Grant Distribution by State
Share of 2025 grant dollars across all 28 itemized grants.
States
Cities
How Richard M Allen Charitable Trust U D 12-23-85 M B gives
- 33% of 2025 grantees were also funded in 2024. Method
- Giving grew 285% from 2022 to 2025. Method
- In 2025 it paid out 91% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $56K (2021) to $311K (2025). In 2025 it made 28 grants totaling $311K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Egremont Housing Trust Egremont, MA | NC | $200,000 |
| Construct Inc Great Barrington, MA | NC | $25,000 |
| Ohio State University Columbus, OH | NC | $20,000 |
| University of Maine Orono, ME | NC | $10,000 |
| Eastern Illinois University Charleston, IL | NC | $10,000 |
| Johnson and Wales University Providence, RI | NC | $5,000 |
| University of Hartford West Hartford, CT | NC | $5,000 |
| Tax Foundation Washington, DC | NC | $5,000 |
| National Assn of Scholars New York, NY | NC | $5,000 |
| Perc Bozeman, MT | NC | $5,000 |
Ready to take the next step with Richard M Allen Charitable Trust U D 12-23-85 M B?
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 | $3,902,976 | $1,159,961 | $311,490 | $311,490 | 28 | $311,490 | $217,622 | $342,464 |
| 2024 | $3,183,292 | $636,934 | $190,630 | $166,463 | 29 | $190,630 | $179,064 | $303,921 |
| 2023 | $3,347,606 | $856,387 | $217,327 | $211,724 | 39 | $214,426 | $202,444 | $174,311 |
| 2022 | $3,394,395 | $538,424 | $89,348 | $80,950 | 13 | $80,950 | $133,235 | $204,507 |
| 2021 | $2,878,806 | $734,167 | $59,685 | $55,750 | 6 | $55,750 | $160,292 | $194,803 |
| 2020 | $3,339,130 | $669,220 | $70,557 | $66,400 | 9 | — | $107,633 | $128,557 |
Under IRS private-foundation payout rules, Richard M Allen Charitable Trust U D 12-23-85 M B reported a distributable amount of $342K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the trust is provided. Its 2025 grant recipients include organizations with varied missions. Construct Inc describes its work as providing affordable housing solutions and related support services to neighbors with low and moderate incomes in the Southern Berkshires. The Animal Rescue Fund of the Hamptons says it rescues cats and dogs and provides care and sanctuary until they find homes. The American Cancer Society describes its mission as improving the lives of people with cancer and their families through advocacy, research, and patient support. House of Bread says it provides services to economically disadvantaged people in the Hartford area.
Other 2025 recipients include educational institutions and policy organizations. The Tax Foundation describes its work as producing and disseminating information and analysis on tax policy; Prager University Foundation says it promotes American and Judeo-Christian values through digital media.
Grantmaking
In 2025, the trust made 28 grants totaling $311,490. Grant amounts ranged from $70 to $200,000, with a median of $1,385. Its largest grant was $200,000 to Egremont Housing Trust in Egremont, Massachusetts. Other large grants included $25,000 to Construct Inc, $20,000 to Ohio State University, and $10,000 each to the University of Maine and Eastern Illinois University. It also gave $5,000 each to Johnson and Wales University, the University of Hartford, the Tax Foundation, National Association of Scholars, PERC, Prager University Foundation, and Reason Foundation.
Leadership & Key People
Leadership team and compensation from IRS filings
Richard Allen is listed as trustee on the 2025 filing.
Richard M Allen Charitable Trust U D 12-23-85 M B is led by Richard M. Allen, Trustee on every filing since 2020 — the only officer listed, and uncompensated.
Officers on the 2025 filing
Richard M. Allen
Trustee
On filings since 2020
3 hrs/week
No compensation reported
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.
Frequently asked questions about Richard M Allen Charitable Trust U D 12-23-85 M B
How much does Richard M Allen Charitable Trust U D 12-23-85 M B give each year?
Richard M Allen Charitable Trust U D 12-23-85 M B gave $311K across 28 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $166K across 29 grants.
What is Richard M Allen Charitable Trust U D 12-23-85 M B's typical grant size?
Richard M Allen Charitable Trust U D 12-23-85 M B's median grant in 2025 was $1,385, and its average grant was $11,125, across 28 grants on its 2025 IRS Form 990-PF.
Where does Richard M Allen Charitable Trust U D 12-23-85 M B give grants?
Richard M Allen Charitable Trust U D 12-23-85 M B gives mostly in Massachusetts: 73% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Ohio (6%). The most frequent recipient cities were Egremont, MA (3 grants), Great Barrington, MA (3 grants), Washington, DC (2 grants) and Boston, MA (2 grants).
Does Richard M Allen Charitable Trust U D 12-23-85 M B give general operating support?
Not in 2025: none of the 28 grants with a stated purpose on Richard M Allen Charitable Trust U D 12-23-85 M B's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "NC" (28 grants).
Who are Richard M Allen Charitable Trust U D 12-23-85 M B's largest grantees?
Richard M Allen Charitable Trust U D 12-23-85 M B's largest 2025 grantees include Egremont Housing Trust ($200,000), Construct Inc ($25,000) and Ohio State University ($20,000), according to its 2025 IRS Form 990-PF. Together they received 79% of its itemized 2025 grant dollars.
How large is Richard M Allen Charitable Trust U D 12-23-85 M B?
Richard M Allen Charitable Trust U D 12-23-85 M B reported $3.9M in total assets on its 2025 IRS Form 990-PF. It paid out $311K in qualifying distributions that year, against a required minimum of $342K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does Richard M Allen Charitable Trust U D 12-23-85 M B fund?
No mission statement for the trust is provided. Its 2025 grant recipients include organizations with varied missions. Construct Inc describes its work as providing affordable housing solutions and related support services to neighbors with low and moderate incomes in the Southern Berkshires. See mission & focus areas ↑
How do I apply for a grant from Richard M Allen Charitable Trust U D 12-23-85 M B?
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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 2020–2025.
Does Richard M Allen Charitable Trust U D 12-23-85 M B accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
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 1, 2022)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS September 6, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 4, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS March 25, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 9, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS March 3, 2026)
- IRS filings on file for fiscal years 2020–2025
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Cite this profile
Grantable. (2026). Richard M Allen Charitable Trust U D 12-23-85 M B funder profile. GrantGraph. Retrieved October 6, 2026, from https://grantable.co/funders/richard-m-allen-charitable-trust-u-d-12-23-85-m-b-morg_846094d7280a4d22acd16e25c4ab94fc
BibTeX
@misc{grantable_136868370_2026,
author = {{Grantable}},
title = {{Richard M Allen Charitable Trust U D 12-23-85 M B funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/richard-m-allen-charitable-trust-u-d-12-23-85-m-b-morg_846094d7280a4d22acd16e25c4ab94fc},
note = {Accessed 2026-10-06. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Richard M Allen Charitable Trust U D 12-23-85 M B's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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