The Allerton Foundation Inc
The Allerton Foundation Inc is a private 501(c)(3) foundation established in 1999 and based in Newtown Square, Pennsylvania. The foundation operates as a non-operating private foundation whose primary activity is making grants to other 501(c)(3) organizations, principally public charities.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$94.5M
+8.1% YoY
Annual Giving
$4.3M
+3.5% YoY
Grant Count
29
+0.0% YoY
Avg Grant Size
$149K
+3.5% YoY
Under IRS private-foundation payout rules, The Allerton Foundation Inc reported a distributable amount of $4.5M for 2024 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The foundation is primarily interested in animal welfare and land conservation to preserve animal habitat. The foundation has made grants in other subject areas, but these are generally initiated by its founding donor and not in response to unsolicited requests.
Specific funding focus areas include:
- Animal welfare
- Land conservation and natural resources
- Environmental conservation
- Wildlife protection and habitat preservation
- Health and medical initiatives
- Autism research and support
- Brain and nervous system disorders
- Education
Grantmaking
Grant Range
$3,000 to $1,500,000
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Geographic Focus
Where this funder awards grants
The foundation primarily supports nonprofit organizations in the following states:
- Pennsylvania
- New Jersey
- Delaware
Specific cities with funding activity include Philadelphia, West Chester, and Newark.
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
As of 2024:
- Total assets: $94,524,594
- Total revenue: $2,117,499
- Total expenses: $4,664,618
- Total giving: $4,334,000-$4,390,646
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $94,524,594 | $87,429,785 | $77,338,796 |
| Revenue | $2,117,499 | $5,987,994 | $13,722,711 |
| Expenses | $4,664,618 | $4,401,551 | $2,738,870 |
| Qualifying Distributions | $4,390,646 | $4,237,112 | $3,162,599 |
| Net Investment Income | $5,440,351 | $3,147,105 | $2,553,992 |
| Distributable Amount | $4,461,493 | $4,040,219 | $4,205,624 |
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
127 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include The Conservation Fund ($1,500,000), Natural Lands ($1,100,000), Children's Hospital of Philadelphia Foundation ($500,000).
| Recipient | Purpose | Amount |
|---|---|---|
| AARK WILDLIFE REHABILITATION AND EDUCATION CENTER CHALFONT, PA | FOR GENERAL SUPPORT OF ORGANIZATION | $15,000 |
| CANINE PARTNERS FOR LIFE COCHRANVILLE, PA | FOR GENERAL SUPPORT OF ORGANIZATION | $15,000 |
| CHILDREN'S HOSPITAL OF PHILADELPHIA FOUNDATION PHILADELPHIA, PA | CENTER FOR AUTISM RESEARCH | $500,000 |
| DREXEL UNIVERSITY PHILADELPHIA, PA | OPERATING SUPPORT FOR TRANSITION PATHWAYS | $250,000 |
| FRENCH & PICKERING CREEKS CONSERVATION TRUST PHOENIXVILLE, PA | FOR GENERAL SUPPORT OF ORGANIZATION | $25,000 |
| HOPE SPRINGS EQUESTRIAN THERAPY INC CHESTER SPRINGS, PA | FOR GENERAL SUPPORT OF ORGANIZATION | $15,000 |
| JENKINS ARBORETUM DEVON, PA | FOR GENERAL SUPPORT OF ORGANIZATION | $5,000 |
| JUDITH CREED HORIZONS FOR ACHIEVING INDEPENDENCE BRYN MAWR, PA | FUNDING FOR CAREER SUCCESS PROGRAM CURRICULUM ENHANCEMENT, STAFF TRAINING & ENGAGING PARTNERSHIPS | $200,000 |
| LARGE ANIMAL PROTECTION SOCIETY WEST GROVE, PA | FOR GENERAL SUPPORT OF ORGANIZATION | $5,000 |
| MAIN LINE ANIMAL RESCUE INC CHESTER SPRINGS, PA | FOR GENERAL SUPPORT OF ORGANIZATION | $25,000 |
Leadership & Key People
Leadership team and compensation from IRS filings
- Diane L. Myer – President and Director (3 hours/week)
- Marguerite Lenfest – Treasurer and Director (1 hour/week)
- L. Bruce Melgary – Director and Secretary (4 hours/week)
All board members serve without compensation.
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| DIANE L MYER | PRESIDENT & DIRECTOR | 3 | — |
| MARGUERITE LENFEST | TREASURER & DIRECTOR | 1 | — |
| L BRUCE MELGARY | DIRECTOR,SECRETARY | 4 | — |
Contact Information
Address: Pathstone LP 6022 West Chester Pike Newtown Square, PA 19073
Telephone: 610-640-6615
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What does The Allerton Foundation Inc fund?
The foundation is primarily interested in animal welfare and land conservation to preserve animal habitat. The foundation has made grants in other subject areas, but these are generally initiated by its founding donor and not in response to unsolicited requests. Specific funding focus areas include: • Animal welfare • Land conservation and natural resources • Environmental conservation • Wildlife protection and habitat preservation • Health and medical initiatives • Autism research and support …
How do I apply for a grant from The Allerton Foundation Inc?
**Grant Statistics:** • Total annual giving: $4,334,000 (2024) • Number of grants awarded: 29-51 grants annually • Grant range: $3,000 to $1,500,000 • Median grant amount: $25,000-$125,000 • Giving rate: 4.6-4.8% of assets **Types of Support:** • General support of organizations • Operating support • Project support • Environmental conservation initiatives • Wildlife response programs **Application Status:** The foundation accepts applications. **Recent Grant Recipients (2024):** • Natural Land…
Where does The Allerton Foundation Inc make grants?
The foundation primarily supports nonprofit organizations in the following states: • Pennsylvania • New Jersey • Delaware Specific cities with funding activity include Philadelphia, West Chester, and Newark.
What size grants does The Allerton Foundation Inc award?
In 2024, The Allerton Foundation Inc awarded 29 grants totaling $4.3M — an average of about $149K per grant, based on its IRS Form 990 filings.
How much is The Allerton Foundation Inc required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Allerton Foundation Inc reported a distributable amount of $4.5M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Allerton Foundation Inc's EIN?
The Allerton Foundation Inc's EIN (Employer Identification Number) is 23-3035225. IRS Form 990 filing data is available on this page for 2020–2024.
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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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