Robert Allerton Endowment Fund Xxxxx7501
EIN 366118219 Private Foundation
Possibly inactive.
Last 990-PF filing on record is from 2023
(3 years ago). Verify before investing time in an application.
Total Given 2018–2023
$11.5M
10 grants · $1.9M avg/year
based on 6 yrs of IRS 990-PF records on file
$1M+/yr
mid-tier
capacity
$1.1M
typical big bets · $768K–$1.5M
grant size
100%
deep partner · 2/2 multi-year
repeat
$47.7M
Assets (2023)
2
Distinct Recipients
About
INVESTMENT MANAGEMENT FEES
Application Information
Accepts Unsolicited Proposals
No. Preselected Only
Phone
(800) 496-2583
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2018 | $2.1M | $39.9M | $3.4M | 2 |
| 2020 | $2.2M | $49.5M | $2.4M | 2 |
| 2021 | $2.3M | $54.4M | $3.8M | 2 |
| 2022 | $2.5M | $41.8M | $1.8M | 2 |
| 2023 | $2.4M | $47.7M | $1.8M | 2 |
Grant Size Distribution
Based on 10 grants on record
Minimum
$700K
25th Pctl
$768K
Median
$1.1M
Average
$1.1M
75th Pctl
$1.5M
Maximum
$1.7M
Geographic Distribution
Officers & Directors
JN
JP Morgan Chase Bank NA
5+ yrs
Trustee
DH
David Hilliard
4 yrs
Co-Trustee
DH
David Hilliard
4 yrs
Co-Trustee
JN
JP Morgan Chase Bank NA
5+ yrs
Trustee
DH
David Hilliard
4 yrs
Co-Trustee
JN
JP Morgan Chase Bank NA
5+ yrs
Trustee
JN
JP Morgan Chase Bank NA
5+ yrs
Trustee
DH
David Hilliard
4 yrs
Co-Trustee
JN
JP Morgan Chase Bank NA
5+ yrs
Trustee
Grants Awarded (10 total)
| Purpose | ||||
|---|---|---|---|---|
| The Art Institute of Chicago | Chicago, IL | $1,669,157 | GENERAL | 2022 |
| The Art Institute of Chicago | Chicago, IL | $1,619,817 | GENERAL | 2023 |
| The Art Institute of Chicago | Chicago, IL | $1,507,693 | GENERAL | 2021 |
| The Art Institute of Chicago | Chicago, IL | $1,451,160 | GENERAL | 2020 |
| The Art Institute of Chicago | Chicago, IL | $1,399,587 | GENERAL | 2018 |
| Honolulu Academy of Arts | Honolulu, HI | $834,579 | GENERAL | 2022 |
| Honolulu Academy of Arts | Honolulu, HI | $809,909 | GENERAL | 2023 |
| Honolulu Academy of Arts | Honolulu, HI | $753,845 | GENERAL | 2021 |
| Honolulu Academy of Arts | Honolulu, HI | $741,760 | GENERAL | 2020 |
| Honolulu Academy of Arts | Honolulu, HI | $699,793 | GENERAL | 2018 |
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