FundersPennsylvania

The Allerton Foundation Inc

Newtown Square, PA · EIN 23-3035225. Reported 108 grants totalling $14.4M to 37 organizations across tax years 2020-2023. This foundation did not tell the IRS it funds only preselected organizations.

Yesaccepts unsolicited requests
$25,000median grant
$14.4Mgranted, 2020-2023
37organizations funded
86%of grantees funded again the next year
$94.5Massets, latest filing

Does this foundation accept applications?

Yes -- on its own tax return. Form 990-PF asks every private foundation whether it makes grants only to organizations it selects itself. Of the 91,758 foundations in our data that made a grant and answered, 78% said yes -- and applying to those is wasted effort. The Allerton Foundation Inc did not check that box on its most recent filing, which puts it in the minority that is at least open to being approached.

This is the foundation's own statement to the IRS, not our judgement, and it says nothing about whether they have a form, a deadline, or an appetite for new grantees. Treat it as the reason this foundation is worth your research time, not as an invitation. Many small foundations of this kind have no website and no application process -- a letter of inquiry is the normal first step.

How big are its grants?

The median grant is $25,000. Half of everything it gave fell between $10,000 and $50,000; the smallest was $3,000 and the largest $1,500,000. If you are asking for materially more than the top of that range, you are asking the wrong foundation.

$1,000 - $5,000
1 grant
$5,000 - $10,000
16 grants
$10,000 - $25,000
30 grants
$25,000 - $50,000
26 grants
$50,000 - $100,000
12 grants
$100,000 and Up
23 grants

Every organization it funded

This is the complete list from its filings, largest first. Years funded is the number of separate tax years in which the organization received money -- more than one means a real relationship rather than a one-off.

OrganizationLocationTotal receivedGrantsYears fundedLast
The Conservation FundCentreville, DE$4,950,000542023
Children's Hospital of Philadelphia FoundationPhiladelphia, PA$2,000,000442023
Drexel UniversityPhiladelphia, PA$1,989,500442023
University of Pennsylvania - School of Veterinary MedicinePhiladelphia, PA$1,500,000112022
Natural LandsMedia, PA$1,100,000112023
Pennsylvania Society for the Prevention of Cruelty to AnimalsPhiladelphia, PA$475,000442023
Judith Creed Horizons for Achieving IndependenceBryn Mawr, PA$400,000332023
Philadelphia Museum of ArtPhiladelphia, PA$200,000442023
The Schuylkill Center for Environmental EducationPhiladelphia, PA$180,000442023
Pennsylvania Academy of the Fine ArtsPhiladelphia, PA$150,000332023
The Nature ConservancyConshohocken, PA$150,000222023
Marine Mammal Stranding CenterBrigantine, NJ$140,000442023
Main Line Animal Rescue IncChester Springs, PA$100,000442023
The Elwyn FoundationMedia, PA$100,000222022
Woodford Cedar Run Wildlife RefugeMedford, NJ$100,000442023
Woodmere Art Museum IncPhiladelphia, PA$100,000442023
French & Pickering Creeks Conservation TrustPhoenixville, PA$75,000332023
Philadelphia Animal Welfare SocietyPhiladelphia, PA$75,000332022
Temple University AmblerPhiladelphia, PA$75,000332023
Providence Animal CenterMedia, PA$70,000332023
Canine Partners for LifeCochranville, PA$60,000442023
Tri-State Bird Rescue and Research IncNewark, DE$60,000442023
Aark Wildlife Rehabilitation and Education CenterChalfont, PA$55,000442023
Hope Springs Equestrian Therapy IncChester Springs, PA$45,000442023
Morris Animal RefugePhiladelphia, PA$30,000332022
Women's Animal CenterBensalem, PA$25,000332023
Pals for LifeDevon, PA$24,000442023
Delaware County SPCAMedia, PA$20,000112021
NORTH10Philadelphia, PA$20,000112023
Ryerss Farm for Aged EquinesPottstown, PA$20,000222023
Sam's HopeRichboro, PA$20,000442023
Large Animal Protection SocietyWest Grove, PA$15,000332023
Brandywine Valley SPCAWest Chester, PA$10,000112020
Jenkins ArboretumDevon, PA$10,000222023
Thoroughbred Retirement Rehab and CareersWest Chester, PA$7,000112020
Women's Humane Society for the Prevention of Cruelty to Animals IncBensalem, PA$5,000112020
Philadelphia Outward Bound SchoolPhiladelphia, PA$3,000112023

29 of 37 (78%) received money in more than one year over the 4 years we hold.

Measured the way we measure every foundation -- what share of one year's grantees are funded again the next -- this one retains 86%, across 3 year-to-year transitions. The median foundation retains about 67%, so this one is unusually consistent. A high number means its list is close to settled and a newcomer has to displace someone; a low one means it is still moving money around, which is where an opening is.

What the money was for

Taken verbatim from the purpose field of its filings. This is the closest thing to a statement of what this foundation cares about, in its own words.

What kind of organizations it funds

By the recipient's own IRS classification, for the 69 grants where we could identify the organization. These are assigned categories, not our guesses.

Animal Welfare
33 grants
Human Services
9 grants
Arts & Culture
8 grants
Education
7 grants
Environment
7 grants
Health Care
4 grants
Youth Development
1 grant

Giving by year

Tax yearGrantsTotalMedian grant
202023$2,732,500$15,000
202127$3,106,000$25,000
202229$4,186,000$25,000
202329$4,334,000$25,000

Tax years, not calendar years, and the most recent year is usually incomplete -- filings arrive about a year late, so a low final year means late paperwork rather than a foundation winding down.

Already committed for future years

Form 990-PF has a separate schedule for grants approved but not yet paid. The Allerton Foundation Inc has 1 of them, worth $650,000. This is the one part of the filing that looks forward rather than back -- and it also tells you how much of the next year's budget is already spoken for.

OrganizationLocationApproved
The Conservation FundCentreville, DE$650,000

Where its money goes

Foundations concentrate geographically far more than their mission statements suggest. 63% of this one's giving went to organizations in Pennsylvania. If you are outside its footprint, that matters more than how well your programme fits.

Pennsylvania
$9.1M
Delaware
$5.0M
New Jersey
$240K

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Funders that support the same organizations

These funders gave to organizations this one also funded -- some private foundations, some community foundations and other grantmaking charities. Shared grantees are the strongest available signal that two funders have overlapping priorities, and a funder already backing your peers is a far warmer prospect than one that merely lists your cause.

Fidelity Investments Charitable Gift Fund20 shared recipientsDonor Advised Charitable Giving Inc19 shared recipientsVanguard Charitable Endowment Program18 shared recipientsAmerican Online Giving Foundation Inc18 shared recipientsAmerican Endowment Foundation13 shared recipientsCharities Aid Foundation America12 shared recipients

How to approach this foundation

  1. Check you are its size. The median grant is $25,000. Asking for ten times that is the most common way small organizations waste a submission.
  2. Check you are in its geography. Its giving is concentrated in Pennsylvania.
  3. Read the recipient list above for organizations like yours. If nothing on it resembles your work, that is a real answer, and a cheap one to get.
  4. Look up the current filing before writing. The 990-PF names the foundation's officers and, where one exists, its application procedure. We link it below.

Related guides

Foundations funding human services in PennsylvaniaEvery funder in this group, rankedFoundations funding arts & culture in PennsylvaniaEvery funder in this group, rankedFoundations funding education in PennsylvaniaEvery funder in this group, ranked

Where these numbers come from

Everything above is taken from The Allerton Foundation Inc's own Form 990-PF filings, which the IRS publishes in bulk. We used 4 returns (tax years 2020-2023). Nothing here is scraped, inferred, or estimated.

Address of record on the latest return: Pathstone Lp 6022 West Chester Pike, Newtown Square, PA, 19073. This is the address the foundation gave the IRS; many small foundations file through an accountant or a bank trust department, so it may not be where post to a programme officer should go.

EIN 23-3035225 · See the original filings on ProPublica · How we build this

This is history, not an open call. Foundation returns are published about a year after the tax year ends. Nothing on this page is a deadline. It is a record of who this foundation has actually funded, which is the best available predictor of who it will fund next -- and a much better basis for deciding whether to write to them than a mission statement.

Is something here wrong about your foundation? Email [email protected] and we will correct it.