The Wisconsin State Capitol

Form 990-PFTax year 2025EIN 39-1708035

Allen Foundation Trust

A private foundation in Appleton, WI. Its return for tax year 2025 lists 12 grants and $1.2 million paid in grants.

Tax year 2025 (period ending Dec 31, 2025), read from the IRS e-file on Nov 11, 2026. Returns reach the IRS 5 to 18 months after the year they describe.

How to apply

Preselected only

The return checks the box saying the foundation gives only to preselected organizations and does not accept unsolicited requests.

Assets and giving by year

8 returns on file
Grants paid by tax year. The latest year is in blue.
  • Tax year 2025

    $1,175,000

    Grants listed
    12
    Assets, end of year
    $16,148,601
  • Tax year 2024

    $669,479

    Grants listed
    26
    Assets, end of year
    $15,985,456
  • Tax year 2023

    $832,577

    Grants listed
    52
    Assets, end of year
    $15,888,978
  • Tax year 2022

    $891,839

    Grants listed
    48
    Assets, end of year
    $16,330,111
  • Tax year 2021

    $807,500

    Grants listed
    17
    Assets, end of year
    $16,668,423
  • Tax year 2020

    $828,727

    Grants listed
    19
    Assets, end of year
    $15,560,335
  • Tax year 2019

    $830,900

    Grants listed
    14
    Assets, end of year
    $15,267,223
  • Tax year 2018

    $806,000

    Grants listed
    32
    Assets, end of year
    $15,538,688

Grants paid in 2025

12 grants, largest first

As listed on the return.

  1. United States Space and Rocket CenterHuntsville, AL

    General purpose

    $600,000
  2. The Gathering Place of Milton IncMilton, WI

    General purpose

    $200,000
  3. University of Utah - AdvancementSalt Lake City, UT

    General purpose

    $120,000
  4. Best Friends Animal SocietyKanab, UT

    General purpose

    $50,000
  5. Copper View Angel FundHerriman, UT

    General purpose

    $50,000
  6. Milton High School Scholarship FundMilton, WI

    General purpose

    $50,000
  7. Rocky Mountain Dachsund RescueSalt Lake City, UT

    General purpose

    $35,000
  8. Salt Lake Community CollegeSalt Lake Cty, UT

    General purpose

    $25,000
  9. Dyslexia Center of Utah New Heights IncAmerican Fork, UT

    General purpose

    $20,000
  10. Italian-American Civic LeagueSalt Lake Cty, UT

    General purpose

    $15,000
  11. Clementine RanchHerriman, UT

    General purpose

    $5,000
  12. Kandu Industries IncMilton, WI

    General purpose

    $5,000

Where the money goes

By cause: grants to organizations we matched to the IRS list of exempt organizations, by their category.

  1. Human services1 grant $200,00054% of the total
  2. Animals2 grants $55,00015% of the total
  3. Philanthropy and grantmaking1 grant $50,00014% of the total
  4. Education2 grants $45,00012% of the total
  5. Arts and culture1 grant $15,0004% of the total
  6. Jobs and employment1 grant $5,0001% of the total

By State

Grants to organizations with a US address, latest year.

  1. Alabama1 grant $600,000
  2. Utah8 grants $320,000
  3. Wisconsin3 grants $255,000

Officers, directors and trustees

4 people as filed

As filed on the return, with average hours per week and pay from the foundation.

  • Fiduciary Partners Trust CompanyTRUSTEE Hours 2Pay $49,153
  • David A CasarottoCHAIRMAN Hours 0Pay $0
  • Daniella CasarottoBOARD MEMBER Hours 0Pay $0
  • Ryan J DeluccaBOARD MEMBER Hours 0Pay $0

The return

More foundations

Similar foundations

Same main cause (human services), giving between a quarter and four times this foundation’s where possible, nearby first.

  1. Hartwig Family Foundation IncAppleton, WI 39 grants Preselected only $712,500 giving
  2. Francie Luke Silverman Foundation Under the F Silverman Charitable TRAppleton, WI 89 grants Accepts applications $545,000 giving
  3. Alexander Charitable FoundationincPort Edwards, WI 107 grants Preselected only $1,150,100 giving
  4. Oshkosh Corporation Foundation IncOshkosh, WI 75 grants Accepts applications $1,124,200 giving
  5. The Everydaygood Foundation IncMequon, WI 14 grants Preselected only $1,240,000 giving