Rolls-royce Heritage Trust Allison is a private foundation focused on Arts, Culture & Humanities, based in INDIANAPOLIS, IN. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $655K in total assets. In 2024, it made $186K in qualifying distributions.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$655K
+10.9% YoY
Revenue
$255K
-0.5% YoY
Qualifying Distributions
$186K
+8.3% YoY
Expenses
$190K
+7.7% YoY
About Rolls-royce Heritage Trust Allison
Based on IRS filings
Rolls-royce Heritage Trust Allison is a private foundation focused on Arts, Culture & Humanities, based in INDIANAPOLIS, IN. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $655K in total assets. In 2024, it made $186K in qualifying distributions.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $655,026 | $590,850 | $511,759 |
| Revenue | $254,609 | $255,899 | $210,106 |
| Expenses | $190,433 | $176,808 | $146,761 |
| Qualifying Distributions | $186,452 | $172,112 | $140,548 |
| Net Investment Income | — | — | — |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 0 recipients in 2024
Grant Size Distribution
0 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for 2024.
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| PHILIP V CAGLE | PRESIDENT | 1 | — |
| RODNEY E VOGEL | VICE PRESIDENT | 1 | — |
| ROSS BELONI | CHAIRMAN | 1 | — |
| DANIEL JENSEN | SECRETARY | 1 | — |
| NANCY PRICE | TREASURER | 1 | — |
| LAURENCE LEVAN | CHIEF TECHNOLOGY OFFICER | 1 | — |
| CATHY WELCH | APPOINTED DIRECTOR AT LARGE | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Rolls-royce Heritage Trust Allison?
Rolls-royce Heritage Trust Allison is a private foundation focused on Arts, Culture & Humanities, based in INDIANAPOLIS, IN. It holds $655K in total assets as of 2024.
How large is Rolls-royce Heritage Trust Allison?
As of 2024, Rolls-royce Heritage Trust Allison holds $655K in total assets with $255K in annual revenue.
Where does Rolls-royce Heritage Trust Allison operate?
Rolls-royce Heritage Trust Allison has awarded grants in Indiana.
What is Rolls-royce Heritage Trust Allison's EIN?
Rolls-royce Heritage Trust Allison's EIN (Employer Identification Number) is 35-2059574. IRS Form 990 filing data is available on this page for 2019–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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