The Mary Clara Allison Charitable Trust
The Mary Clara Allison Charitable Trust is a private foundation, based in Milwaukee, WI. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $2.7M in total assets. In 2025, it awarded 2 grants totaling $128K. Net investment income was $133K.
The Mary Clara Allison Charitable Trust at a glance
In short: The Mary Clara Allison Charitable Trust gave $128K across 2 grants in 2025 (avg $64K), mostly in Idaho. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $128,256
- +1.7% vs 2024
- Grants made (2025)
- 2
- +0.0% vs 2024
- Average grant
- $64,128
- +1.7% vs 2024
- Median grant
- $64,128
- Total assets
- $2,748,746
- -0.2% vs 2024
- Primary geography
- Idaho (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who The Mary Clara Allison Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was The College of Idaho Inc ($96K). Together the top 2 received $128K.
Grant Size Distribution
10 grants across all recorded years
The most common grant size was under $50K: 5 grants of 10 (50%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
States
Cities
How The Mary Clara Allison Charitable Trust gives
- Giving held roughly steady from 2022 to 2025 (−1%). Method
- In 2025 it paid out 94% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $115K (2021) to $147K (2023). In 2025 it made 2 grants totaling $128K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| The College of Idaho Inc Caldwell, ID | Endowment fund for college. | $96,192 |
| Boise Public Library Foundation Inc Boise, ID | Purchase of books. | $32,064 |
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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 | $2,748,746 | $170,497 | $176,125 | $128,256 | 2 | $137,514 | $132,705 | $146,085 |
| 2024 | $2,754,289 | $79,304 | $171,745 | $126,081 | 2 | $134,254 | $52,158 | $136,429 |
| 2023 | $2,846,320 | $74,944 | $189,964 | $147,204 | 2 | $153,726 | $42,151 | $132,603 |
| 2022 | $2,961,345 | $127,640 | $194,414 | $129,031 | 2 | $136,178 | $87,621 | $154,351 |
| 2021 | $3,016,535 | $712,535 | $156,524 | $114,533 | 2 | — | $678,820 | $137,307 |
Under IRS private-foundation payout rules, The Mary Clara Allison Charitable Trust reported a distributable amount of $146K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The Mary Clara Allison Charitable Trust's only listed officer is US Bank NA, Trustee on every filing since 2021 (compensated).
Officers on the 2025 filing
US Bank NA
Trustee
On filings since 2021
1 hr/week
$41K (2021) → $46K (2025)
Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $46K, to US Bank NA (Trustee).
Frequently asked questions about The Mary Clara Allison Charitable Trust
How much does The Mary Clara Allison Charitable Trust give each year?
The Mary Clara Allison Charitable Trust gave $128K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $126K across 2 grants.
How large is The Mary Clara Allison Charitable Trust?
The Mary Clara Allison Charitable Trust reported $2.7M in total assets on its 2025 IRS Form 990-PF. It paid out $138K in qualifying distributions that year, against a required minimum of $146K (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.
Where does The Mary Clara Allison Charitable Trust operate?
The Mary Clara Allison Charitable Trust has awarded grants in Idaho.
What is The Mary Clara Allison Charitable Trust's EIN?
The Mary Clara Allison Charitable Trust's EIN (Employer Identification Number) is 84-6304177. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
Live grants for the work The Mary Clara Allison Charitable Trust funds
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