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
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
No grants recorded for .
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
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Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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