Rolls-Royce Heritage Trust Allison Branch Inc
https://www.rolls-royce.com/about/heritage-trus...Total Given 2018–2018
$300
2 grants · $300 avg/year
based on 1 yr of IRS 990-PF records on file
<$100K/yr
micro funder
capacity
$150
typical micro grants · $150–$150
grant size
0%
transactional · single-year
repeat
$448K
Assets · 2021
2
Distinct recipients
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
3175066301
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | N/A | $2K | $-7K | N/A |
| 2017 | N/A | $22K | $26K | N/A |
| 2018 | $300 | $172K | $304K | 2 |
| 2019 | N/A | $261K | $254K | N/A |
| 2020 | N/A | $396K | $287K | N/A |
| 2021 | N/A | $448K | $206K | N/A |
| 2022 | N/A | $512K | $210K | N/A |
| 2023 | N/A | $591K | $256K | N/A |
Grant Size Distribution
Based on 2 grants on record
Minimum
$150
25th Pctl
$150
Median
$150
Average
$150
75th Pctl
$150
Maximum
$150
Geographic Distribution
Key Personnel
| Name | Title | Compensation |
|---|---|---|
| DONNA HURTMAN | DIRECTOR (THRU 03/2023) | — |
| LAUREN LEVAN | CHIEF TECHNOLOGY OFFICER | — |
| CATHY WELCH | APPOINTED DIRECTOR AT LARGE | — |
| RODNEY E VOGEL | VICE PRESIDENT | — |
| PHILIP V CAGLE | PRESIDENT | — |
| DANIEL JENSEN | SECRETARY | — |
| NANCY PRICE | TREASURER | — |
| ROSS BELONI | CHAIRMAN | — |
| John Shade | Chairman (THROUGH JAN 2022) | — |
| LAURENCE E LEVAN | TREASURER (Partial Year) | — |
| Brandon P Elward | Director (Partial Year) | — |
| George McLaren | Director (Partial Year) | — |
| LAURENCE LEVAN | TREASURER | — |
| Mark Rhodes | Director | — |
| Joel Reuter | Director- Partial Year | — |
| Dan Newill | Director- Partial Year | — |
| Rod Vogel | Vice President | — |
| Phil Cagle | President | — |
| MARK C RHODES | DIRECTOR | — |
| DAVID NEWILL | PRESIDENT | — |
Grants Awarded (2 total)
| Purpose | ||||
|---|---|---|---|---|
| American Cancer Society | indianapolis, IN | $150 | General Support | 2018 |
| Saint Mary's Catholic Church | Kouts, IN | $150 | General Support | 2018 |