Alliss Educational Foundation-Equity

Private foundation · EIN 41-6011054 · since 1964·Minnesota·Updated 13 October 2026

At a glance

$5.9M
Annual giving, 2024 tax year
From the Form 990-PF filing
$74,500 to $670k
Grant range
From grants in the 990-PF filings
$201k
Typical grant (median)
22 grants in the latest filing
Invitation only
Unsolicited applications are not accepted

This funder does not accept unsolicited applications. The foundation chooses the organisations it funds itself.

Key takeaways

  • The foundation accepts no unsolicited requests and works by invitation only, so a cold proposal is unlikely to get a hearing; the realistic route is an existing connection that leads to an invitation.
  • The filing limits awards to Minnesota universities and colleges, so an organisation outside that group should not apply.
  • Typical grants fall between about $74,500 and $670,000, with a median of about $205,000, though the largest was about $1,150,000, so a request within that band is typical rather than a ceiling.
  • Most grant dollars go to repeat recipients, with 90% of grant dollars to organisations going to ones it had also funded in earlier filings, so relationships matter more than a fresh approach.
  • A Minnesota university or college should aim for a request near the median and build that contact before any timing is considered.

Overview

Alliss Educational Foundation-Equity is a US private foundation administered by its trustee, US Bank NA, in Milwaukee, WI.

What they fund

Profile based on the foundation's IRS Form 990-PF filings (TY2024, TY2023, TY2022) only: no website or other web source for the foundation was found. Every statement is checked against the filings. Sources read on 13 October 2026.

Priority Areas

The filing limits awards to Minnesota universities and colleges. Grants in the filings went to colleges and universities, chiefly for general operating support, with additional grants for scholarships. The record therefore shows support for higher-education institutions, including both general operating support and student scholarships. Institutional recipients include university systems, universities, colleges and tribal colleges. The foundation reports that it does not accept applications, so it offers no public application route for organisations. The filings do not state further organisational eligibility criteria or a general grant-size range. Its recorded giving is concentrated in Minnesota.

Themes

  • Higher education

Geographic Focus

Minnesota.

How to apply

The foundation states that it does not accept unsolicited requests.

Application success factors

  • Repeat giving: In its TY2024 filing, 90% of its grant dollars to organisations went to organisations it had also funded in its TY2022 or TY2023 filing.
  • Grant size: Across its TY2022, TY2023 and TY2024 filings, half of its 63 grants to organisations were about $205,000 or less.

Where grants go

From grants to organisations in the foundation’s filings for tax years 2022–2024.

Grant dollars by state

Minnesota93%
Michigan3%
Wisconsin2%
California2%
  • The largest single recipient received 19% of grant dollars to organisations.
  • In tax year 2024, 90% of grant dollars went to organisations Alliss Educational Foundation-Equity had funded in earlier filings.
  • No grants were paid directly to organisations outside the US.

Grants

22 grants in the latest filing analysed · median $201k

How much do they typically give?

Share of 22 grants in tax year 2024 by size

$5k–$10k9%
$10k–$25k5%
$25k–$50k0%
$50k–$100k9%
$100k–$250k50%
$250k–$500k14%
$500k–$1M9%
$1M and over5%

Median $201k (tax year 2024)

The largest grants to organisations in the foundation’s latest filing:

  • Minnesota State System · General operating
    $1,171,0432024 tax year
  • University of Minnesota · General operating
    $912,1852024 tax year
  • University of Saint Thomas · General operating
    $666,1462024 tax year
  • Saint Olaf College · General operating
    $351,8062024 tax year
  • Augsburg College · General operating
    $261,8222024 tax year
  • Concordia University · General operating
    $252,5932024 tax year
  • Macalester College · General operating
    $232,4862024 tax year
  • Carleton College · General operating
    $229,1902024 tax year

Grants to organisations listed in the foundation’s Form 990-PF filings. Grants to individuals are not shown.

Officers and directors

  • John R Finnegan JR — Co-Trustee
  • Melissa Lopez Franzen — Co-Trustee
  • Gaye Adams Massey — Co-Trustee
  • Sharon Pierce Evans — Co-Trustee
  • Robert Bruininks — Co-Trustee
  • Becky Roloff — Co-Trustee

From the latest Form 990-PF filing

3 years of tax filings

YearTotal expensesGrants paidAssetsFiling document
2022 tax year$7,204,327$6,000,000$108,645,378Filing for 2022 tax year
2023 tax year$7,136,857$5,853,743$116,830,439Filing for 2023 tax year
2024 tax year$7,061,647$5,918,593$124,267,619Filing for 2024 tax year

Figures from the foundation’s IRS Form 990-PF filings. Assets are at fair market value at year end. The document icon links to each year’s filing on ProPublica Nonprofit Explorer.

Sources

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Contact

  • (612) 303-2886
  • Milwaukee, WI (office of its trustee, US Bank NA)