Alan L Bird Trust Under Agreement

PORTLAND, ME EIN: 13-6211751

Financial Overview

From 2024 IRS Form 990-PF

Total Assets

$617K

-1.8% YoY

Annual Giving

$65K

+52.7% YoY

Grant Count

2

+100.0% YoY

Avg Grant Size

$32K

-23.7% YoY

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$20K$40K$60K$81K20202021202220232024
Metric202420232022
Total Assets$616,555$627,675$664,261
Revenue$62,201$15,453$67,642
Expenses$73,321$52,091$54,306
Qualifying Distributions$64,692$42,371$44,185
Net Investment Income$10,072$7,231$57,521
Distributable Amount$41,622$40,692$42,371

Giving Over Time

Total grant dollars and number of grants per year

$0$16K$32K$49K$65K1 grants20201 grants20211 grants20221 grants20232 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

ROCKLAND CONGREGATIONAL …$59KROCKLAND CONGREGATIONAL …$6K

Grant Size Distribution

6 grants across all recorded years

4<$50K2$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Who else does Alan L Bird Trust Under Agreement fund?

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
LAUREN EPSTEIN AS OFFICERCOO

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

1states

States

Cities

Rockland

Data last updated March 2026. Sourced from IRS Form 990-PF filings.

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