Rolls-Royce Heritage Trust Allison Branch Inc
Rolls-Royce Heritage Trust Allison Branch Inc is a private foundation focused on Arts, Culture & Humanities, based in Indianapolis, IN. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $686K in total assets. In 2025, it made $220K in qualifying distributions.
Rolls-Royce Heritage Trust Allison Branch Inc at a glance
- Total assets
- $686,499
- +4.8% vs 2024
- Revenue (2025)
- $256,078
- +0.6% vs 2024
- Qualifying distributions (2025)
- $220,405
- +18.2% vs 2024
- Expenses (2025)
- $226,356
- +18.9% vs 2024
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Who Rolls-Royce Heritage Trust Allison Branch Inc funds
Giving History
Giving Over Time
Total grant dollars and number of grants per year
In 2019 it made 1 grant totaling $5K.
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions |
|---|---|---|---|---|---|---|
| 2025 | $686,499 | $256,078 | $226,356 | — | — | $220,405 |
| 2024 | $655,026 | $254,609 | $190,433 | — | — | $186,452 |
| 2023 | $590,850 | $255,899 | $176,808 | — | — | $172,112 |
| 2022 | $511,759 | $210,106 | $146,761 | — | — | $140,548 |
| 2021 | $448,414 | $205,670 | $153,585 | — | — | $102,300 |
| 2020 | $396,329 | $287,373 | $152,308 | — | — | — |
| 2019 | $261,264 | $254,176 | $164,599 | $5,000 | 1 | — |
Leadership & Key People
Officers and directors from IRS filings
Rolls-Royce Heritage Trust Allison Branch Inc is led by Philip V. Cagle, President on every filing since 2019; none of the 7 officers listed in 2025 report compensation.
Officers on the 2025 filing
Philip V. Cagle
President
On filings since 2019
1 hr/week
No compensation reported
Ross Beloni
Chairman
On filings since 2022
1 hr/week
No compensation reported
Cathy Welch
Appointed Director at Large
On filings since 2023
1 hr/week
No compensation reported
Daniel Jensen
Secretary
On filings since 2019
1 hr/week
No compensation reported
Laurence E. Levan
Chief Technology Officer
Treasurer → Chief Technology Officer, 2024
On filings since 2019
1 hr/week
No compensation reported
Rodney E. Vogel
Vice President
On filings since 2019
1 hr/week
No compensation reported
Nancy Price
Treasurer
On filings since 2020
1 hr/week
No compensation reported
Former officers (3)
- Former: Donna Hurtman (2019–2023) — Director
- Former: Lauren Levan (2023) — Chief Technology Officer
- Former: John Shade (2019–2022) — Chairman
Data from IRS Form 990 filings, 2019–2025. "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 Rolls-Royce Heritage Trust Allison Branch Inc
How large is Rolls-Royce Heritage Trust Allison Branch Inc?
Rolls-Royce Heritage Trust Allison Branch Inc reported $686K in total assets on its 2025 IRS Form 990-PF. Its revenue that year was $256K.
What is Rolls-Royce Heritage Trust Allison Branch Inc?
Rolls-Royce Heritage Trust Allison Branch Inc is a private foundation focused on Arts, Culture & Humanities, based in Indianapolis, IN. It holds $686K in total assets as of 2025.
Where does Rolls-Royce Heritage Trust Allison Branch Inc operate?
Rolls-Royce Heritage Trust Allison Branch Inc has awarded grants in Indiana.
What is Rolls-Royce Heritage Trust Allison Branch Inc's EIN?
Rolls-Royce Heritage Trust Allison Branch Inc's EIN (Employer Identification Number) is 35-2059574. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS April 28, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 14, 2026)
- IRS filings on file for fiscal years 2019–2024
Live grants for the work Rolls-Royce Heritage Trust Allison Branch Inc funds
Arts, Culture & Humanities Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Rolls-Royce Heritage Trust Allison Branch Inc's focus areas in our free grants database
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