The Mary Clara Allison Charitable Trust

Private foundation · Grantmaker Milwaukee, WI EIN: 84-6304177

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.

Key facts about The Mary Clara Allison Charitable Trust

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.

EIN
84-6304177
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$128,256
Grants made (2025)
2
Average grant
$64,128
Median grant
$64,128
Total assets
$2,748,746
Primary geography
Idaho (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$2.7M

-0.2% YoY

Annual Giving

$128K

+1.7% YoY

Grant Count

2

+0.0% YoY

Avg Grant Size

$64K

+1.7% YoY

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.

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.

Your AI grants department

Ready to take the next step with The Mary Clara Allison Charitable Trust?

Fully replaces Grant database subscriptions Instrumentl · Foundation Directory · GrantStation & similar

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of 2025 grant dollars across all 2 itemized grants.

States

Cities

BoiseCaldwell

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K2 grants2021 2 grants2022 2 grants2023 2 grants2024 2 grants2025

From 2021 to 2025, annual grant giving ranged from $115K (2021) to $147K (2023). In 2025 it made 2 grants totaling $128K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2025

The College of Idaho Inc: $96KThe College of Idaho Inc$96KBoise Public Library Foundation Inc: $32KBoise Public LibraryFoundation Inc$32K

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

5<$50K4$50–100K1$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 5 grants of 10 (50%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
The College of Idaho Inc Caldwell, IDEndowment fund for college.$96,192
Boise Public Library Foundation Inc Boise, IDPurchase of books.$32,064

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$200K$400K$600K$800K2021 2022 2023 2024 2025
Metric202520242023
Total Assets$2,748,746$2,754,289$2,846,320
Revenue$170,497$79,304$74,944
Expenses$176,125$171,745$189,964
Qualifying Distributions$137,514$134,254$153,726
Net Investment Income$132,705$52,158$42,151
Distributable Amount$146,085$136,429$132,603

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2021–2025

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

US Bank NA — Trustee: $46KUS Bank NATrustee$46K

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.

Your AI grants department

Here's the math on researching The Mary Clara Allison Charitable Trust by hand.

Explore Open Grants

Browse active grant opportunities in The Mary Clara Allison Charitable Trust's focus areas in our free grants database

Similar Funders

Funders that support many of the same organizations

M J Murdock Charitable Trust

Vancouver, WA

The M.J. Murdock Charitable Trust funds nonprofit capacity-building projects, including program and staff expansion, capital improvements, and equipment or technology, across areas such as education, health, arts, and community services. Its 2024 grants ranged from $4,000 to about $1.55 million, with a median of $87,000; it focuses on Alaska, Idaho, Montana, Oregon, and Washington, and also considers projects with more than half their impact there. Applicants start with an eligibility assessment and, if eligible, submit a Letter of Inquiry; the profile does not state whether unsolicited requests are accepted.

Philanthropy, Voluntarism & Grantmaking

Assets

$2.0B

Grants

797

Total Given

$116.6M

College of Idaho 2nd Century Fund

Caldwell, ID

The College of Idaho 2nd Century Fund Trust B is a charitable educational trust where the income that is generated is distributed to The College of Idaho for budgeted expenses necessary for the College to fulfill its purpose as an institution of higher learning.

Education

Assets

$14.8M

Grants

1

Total Given

$814K

Nampa Schools Foundation Inc

Nampa, ID

Nampa Schools Foundation funds competitive classroom and school grants for Nampa School District 131 teachers and scholarships for graduating seniors from district high schools, with giving centered in Nampa, Idaho. In 2024, grants ranged from $1,000 to $18,973, with a median of $1,000. It states that it does not accept unsolicited funding requests and directs applicants to its website’s grant and scholarship applications.

Philanthropy, Voluntarism & Grantmaking

Assets

$672K

Grants

15

Total Given

$49K

The John F Nagel Foundation

Eagle, ID

The John F Nagel Foundation funds education, workforce preparation, and community-serving programs for qualified nonprofits in southwest Idaho. Its 2024 grants ranged from $2,000 to $224,000, with a median of $60,000; it accepts applications, which must be submitted by October 31.

Assets

$21.4M

Grants

20

Total Given

$1.4M

Potlatch NO1 Financial Credit Union

Lewiston, ID

P1FCU supports community development, local nonprofits and events, and youth and classroom programs in the Pacific Northwest, with 2024 grants ranging from $5,055 to $200,000 and a median award of $16,066. It invites nonprofits to submit requests for donations and sponsorships; most 2024 grant dollars went to Idaho, with the remainder going to Washington.

Assets

$2.1B

Grants

20

Total Given

$774K

Blue Cross of Idaho Foundation

Meridian, ID

The foundation funds Idaho projects addressing health’s root causes, with a focus on community, education, and healthcare, and has supported work in all 44 counties. Its 2024 grants ranged from $250 to $300,000, with a median of $1,000. It does not accept unsolicited funding requests, but welcomes inquiries through RFPs offered several times a year.

Health

Assets

$80.7M

Grants

282

Total Given

$4.1M

Campus Ministries Of Treasure Valley Inc

Boise, ID

Assets

$689K

Grants

0

Total Given

—

First Interstate BancSystem Foundation

Billings, MT

The foundation funds poverty elimination, youth development, financial education, community development, and related community needs, including education, health, arts, and human services, in communities served by First Interstate Bank across 10 states. Its minimum grant is $2,500; the 2025 median award was $2,500, though amounts varied widely. Organizations may submit requests online, but grants are limited to organizations recommended by local First Interstate branches.

Assets

$19.2M

Grants

767

Total Given

$5.0M

Tulsa Community Foundation

Tulsa, OK

Tulsa Community Foundation supports a broad range of charitable needs, including arts and humanities, healthcare, education, scholarships, emergency assistance, and endowments. Its 2024 grants had a median of $18,560 and primarily benefited the Tulsa area and eastern Oklahoma, with grants also reaching elsewhere in the U.S.; it administers application cycles for selected funds.

Assets

$1.1B

Grants

1,066

Total Given

$158.6M

E A Paddock Scholarship Trust

Caldwell, ID

Assets

$24K

Grants

1

Total Given

$5K

Thrivent Charitable Impact & Investing

Appleton, WI

Thrivent Charitable Impact & Investing distributes donor-directed and program donations to a broad range of causes and organizations in local, national, and global communities. Its 2024 grants had a median of $11,520 and ranged from $5,006 to $5 million. The profile does not state whether it accepts unsolicited requests.

Philanthropy, Voluntarism & Grantmaking

Assets

$939.7M

Grants

2,565

Total Given

$84.6M

Dane Buy Local Foundation Inc

Madison, WI

Dane Buy Local Foundation supports buy-local education, collaboration, and programs that strengthen locally owned businesses and communities in Dane County and South Central Wisconsin; it also offers scholarships to area high school seniors pursuing post-secondary business or entrepreneurship studies. No typical award amount is stated, and the information does not say whether the Foundation accepts unsolicited funding requests.

Community Improvement & Capacity Building

Assets

$16K

Grants

1,382

Total Given

$12.7M

More Funders in Wisconsin

The Mary Clara Allison Charitable Trust down — hundreds of funders to go?

Want AI to do this for you?