BETA

ALLEN FOUNDATION INC: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
ALLEN FOUNDATION INC (EIN 65-0512905)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-06-04
IRS object ID
202621559349100502
Schema version
2025v4.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2026-06-04T10:16:47-04:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN650302132PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BRYAN & ASSOCIATES PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1221 COMMERCIAL BLVD STE 203AddressLine1Txt
CityLAUDERDALEBYTHESEACityNm
State AbbreviationFLStateAbbreviationCd
ZIP333084440ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN650512905EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ALLEN FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlALLEBusinessNameControlTxt
Phone9545614450PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11031 SEMINOLE DR APT 830AddressLine1Txt
CityFORT LAUDERDALECityNm
State AbbreviationFLStateAbbreviationCd
ZIP33304ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKATHERINE ALLENPersonNm
Person TitlePRESIDENT/SECRETARYPersonTitleTxt
Phone9545614450PhoneNum
Signature2026-03-07SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAMES W BRYANPreparerPersonNm
PTINP01042002PTIN
Phone9547727655PhoneNum
Preparation2026-06-04PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$406,929FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$31,909DividendsRevAndExpnssAmt
Dividends Net Invst Incm$31,909DividendsNetInvstIncmAmt
Dividends Adj Net Incm$31,909DividendsAdjNetIncmAmt
Total Rev And Expnss$31,909TotalRevAndExpnssAmt
Total Net Invst Incm$31,909TotalNetInvstIncmAmt
Total Adj Net Incm$31,909TotalAdjNetIncmAmt
Legal Fees Rev And Expnss$24,000LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$24,000LegalFeesNetInvstIncmAmt
Accounting Fees Rev And Expnss$25,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$25,000AccountingFeesNetInvstIncmAmt
Trav Conf Meeting Rev And Expnss$12,949TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$12,949TravConfMeetingNetInvstIncmAmt
Other Expenses Rev And Expnss$11,709OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$11,709OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$73,658TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$73,658TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$22,060ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$22,060ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$95,718TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$73,658TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$22,060TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$63,809ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$31,909AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst EOY$3,472SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$3,472SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$156,269CorporateStockBOYAmt
Corporate Stock EOY$55,466CorporateStockEOYAmt
Corporate Stock EOYFMV$76,467CorporateStockEOYFMVAmt
Corporate Bonds BOY$257,939CorporateBondsBOYAmt
Corporate Bonds EOY$230,000CorporateBondsEOYAmt
Corporate Bonds EOYFMV$265,500CorporateBondsEOYFMVAmt
Other Investments EOY$54,589OtherInvestmentsEOYAmt
Other Investments EOYFMV$61,490OtherInvestmentsEOYFMVAmt
Total Assets BOY$414,208TotalAssetsBOYAmt
Total Assets EOY$343,527TotalAssetsEOYAmt
Total Assets EOYFMV$406,929TotalAssetsEOYFMVAmt
Other Liabilities BOY$3,356OtherLiabilitiesBOYAmt
Total Liabilities BOY$3,356TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$410,852RetainedEarningBOYAmt
Retained Earning EOY$343,527RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$410,852TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$343,527TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$414,208TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$343,527TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$410,852TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$63,809ExcessRevenueOverExpensesAmt
Subtotal$347,043SubtotalAmt
Other Decreases$3,516OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$343,527TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksTHE FOUNDATIONIndividualWithBooksNm
Phone9545614450PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11031 SEMINOLE DR APT 830AddressLine1Txt
CityFORT LAUDERDALECityNm
State AbbreviationFLStateAbbreviationCd
ZIP33304ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonKATHERINE ALLENPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11031 SEMINOLE DRIVE APT 830AddressLine1Txt
CityFORT LAUDERDALECityNm
State AbbreviationFLStateAbbreviationCd
ZIP33304ZIPCd
FieldValueIRS element (for citing)
TitlePRESIDENT/SETitleTxt
Average Hrs Per Wk Devoted To Pos000.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$378,088AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,736AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$379,824TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$379,824AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$5,697CashDeemedCharitableAmt
Net Vl Noncharitable Assets$374,127NetVlNoncharitableAssetsAmt
Minimum Investment Return$18,706MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$18,706MinimumInvestmentReturnAmt
Distributable Before Adj$18,706DistributableBeforeAdjAmt
Distributable Before Ded$18,706DistributableBeforeDedAmt
Distributable As Adjusted$18,706DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$22,060ExpensesAndContributionsAmt
Qualifying Distributions$22,060QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$18,706DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$955,115ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$502,982ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$99ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$230,957ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$21,160ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,710,313TotalExcessDistributionCyovAmt
Qualifying Distributions$22,060QualifyingDistributionsAmt
Applied To Current Year$18,706AppliedToCurrentYearAmt
Remaining Distri From Corpus$3,354RemainingDistriFromCorpusAmt
Total Corpus$1,713,667TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$955,115ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$758,552ExcessDistriCyovToNextYrAmt
Excess From Year4$502,982ExcessFromYear4Amt
Excess From Year3$99ExcessFromYear3Amt
Excess From Year2$230,957ExcessFromYear2Amt
Excess From Year1$21,160ExcessFromYear1Amt
Excess From Current Year$3,354ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonKATHERINE ALLENRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11031 SEMINOLE DRIVE APT 830AddressLine1Txt
CityFT LAUDERDALECityNm
State AbbreviationFLStateAbbreviationCd
ZIP33304ZIPCd
FieldValueIRS element (for citing)
Recipient Phone9545614450RecipientPhoneNum
Form And Info And MaterialsLETTER FORMFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
CFA SOCIETY OF COLORADO
6100 S WILLIAMS STCENTENNIALCO80121POFGENERAL$80
VALOR CHRISTIAN
3775 GRACE BLVDHIGHLANDS RANCHCO80126POFGENERAL$100
LEUKEMIA SOCIETY
1685 S COLORADO BLVDDENVERCO80222POFGENERAL$100UNIT S 361
WOMEN'S RELIGIOUS ARCHIVES COLLABOR
2475 E 22ND STREETCLEVELANDOH44115POFGENERAL$2,500
REVEL
3501 BLAKE STDENVERCO80205POFGENERAL$5,000STE 250
DENVER MOUNTAIN PARKS FOUNDATION
8275 EAST 11TH AVENUEDENVERCO80220POFGENERAL$2,000UNIT 201652
BURN CAMPS
2616 N LAFAYETTE STDENVERCO80205POFGENERAL$2,780
COMMON SENSE INSTITUTE
6295 GREENWOOD PLAZA BLVDGREENWOOD VILLAGECO80111POFGENERAL$5,000SUITE 100
DENVER TENNIS PARK
1560 S FRANKLIN STREETDENVERCO80210POFGENERAL$2,500
THE KEMPE CENTER
13123 16TH AVEAURORACO80045POFGENERAL$1,000
DENVER BOTANIC GARDENS
909 YORK STDENVERCO80206POFGENERAL$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$22,060TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$31,909RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$31,909RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$31,909TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT ACCOUNTING FEESCategoryTxt
Amt$25,000Amt
Net Investment Income$25,000NetInvestmentIncomeAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCHARLES SCHWABBondNm
EOY Book Value$230,000EOYBookValueAmt
EOYFMV$265,500EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCHARLES SCHWABStockNm
EOY Book Value$55,466EOYBookValueAmt
EOYFMV$76,467EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemCHARLES SCHWAB (REIT)CategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$54,589BookValueAmt
EOYFMV$61,490EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryINDIRECT LEGAL FEESCategoryTxt
Legal Fees$24,000LegalFeesAmt
Net Investment Income$24,000NetInvestmentIncomeAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED LOSS ON SECURITIESDesc
Amt$3,516Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
AUTO/PARKING$350$350
OFFICE$47$47
MEALS$2,222$2,222
DUES & SUBSCIPTIONS$6,343$6,343
POSTAGE & SHIPPING$198$198
TRANSPORT$2,549$2,549

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescMARGIN LOANDesc
BOY Book Value$3,356BOYBookValueAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.