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ALLEN FOUNDATION INC: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
ALLEN FOUNDATION INC (EIN 65-0512905)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-04-24
IRS object ID
202511149349101516
Schema version
2024v5.0
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)
Return2025-04-24T15:36:52-04:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

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 Begin2024-01-01TaxPeriodBeginDt

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
Signature2025-04-10SignatureDt
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAMES W BRYANPreparerPersonNm
PTINP01042002PTIN
Phone9547727655PhoneNum
Preparation2025-04-24PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$0FMVAssetsEOYAmt
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$25,574DividendsRevAndExpnssAmt
Dividends Net Invst Incm$25,574DividendsNetInvstIncmAmt
Dividends Adj Net Incm$25,574DividendsAdjNetIncmAmt
Total Rev And Expnss$25,574TotalRevAndExpnssAmt
Total Net Invst Incm$25,574TotalNetInvstIncmAmt
Total Adj Net Incm$25,574TotalAdjNetIncmAmt
Legal Fees Rev And Expnss$5,050LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$5,050LegalFeesNetInvstIncmAmt
Accounting Fees Rev And Expnss$7,629AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$7,629AccountingFeesNetInvstIncmAmt
Interest Rev And Expnss$423InterestRevAndExpnssAmt
Interest Net Invst Incm$423InterestNetInvstIncmAmt
Taxes Rev And Expnss$368TaxesRevAndExpnssAmt
Taxes Net Invst Incm$368TaxesNetInvstIncmAmt
Trav Conf Meeting Rev And Expnss$1,711TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$1,711TravConfMeetingNetInvstIncmAmt
Other Expenses Rev And Expnss$5,305OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$5,305OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$20,486TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$20,486TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$36,376ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$36,376ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$56,862TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$20,486TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$36,376TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$31,288ExcessRevenueOverExpensesAmt
Net Investment Income$5,088NetInvestmentIncomeAmt
Adjusted Net Income$25,574AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$2CashBOYAmt
Corporate Stock BOY$80,801CorporateStockBOYAmt
Corporate Stock EOY$156,269CorporateStockEOYAmt
Corporate Bonds BOY$116,625CorporateBondsBOYAmt
Corporate Bonds EOY$257,939CorporateBondsEOYAmt
Total Assets BOY$197,428TotalAssetsBOYAmt
Total Assets EOY$414,208TotalAssetsEOYAmt
Total Assets EOYFMV$0TotalAssetsEOYFMVAmt
Other Liabilities BOY$3,487OtherLiabilitiesBOYAmt
Other Liabilities EOY$3,356OtherLiabilitiesEOYAmt
Total Liabilities BOY$3,487TotalLiabilitiesBOYAmt
Total Liabilities EOY$3,356TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$193,941RetainedEarningBOYAmt
Retained Earning EOY$410,852RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$193,941TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$410,852TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$197,428TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$414,208TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$193,941TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$31,288ExcessRevenueOverExpensesAmt
Other Increases$248,199OtherIncreasesAmt
Subtotal$410,852SubtotalAmt
Tot Net Ast Or Fund Balances EOY$410,852TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$71InvestmentIncomeExciseTaxAmt
Subtotal$71SubtotalAmt
Tax Based On Investment Income$71TaxBasedOnInvestmentIncomeAmt
Tax Due$71TaxDueAmt

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$310,398AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$310,398TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$310,398AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$4,656CashDeemedCharitableAmt
Net Vl Noncharitable Assets$305,742NetVlNoncharitableAssetsAmt
Minimum Investment Return$15,287MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$15,287MinimumInvestmentReturnAmt
Tax Based On Investment Income$71TaxBasedOnInvestmentIncomeAmt
Total Tax$71TotalTaxAmt
Distributable Before Adj$15,216DistributableBeforeAdjAmt
Distributable Before Ded$15,216DistributableBeforeDedAmt
Distributable As Adjusted$15,216DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$36,376ExpensesAndContributionsAmt
Qualifying Distributions$36,376QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$15,216DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$67,288ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$955,115ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$502,982ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$99ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$230,957ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,756,441TotalExcessDistributionCyovAmt
Qualifying Distributions$36,376QualifyingDistributionsAmt
Applied To Current Year$15,216AppliedToCurrentYearAmt
Remaining Distri From Corpus$21,160RemainingDistriFromCorpusAmt
Total Corpus$1,777,601TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$67,288ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,710,313ExcessDistriCyovToNextYrAmt
Excess From Year4$955,115ExcessFromYear4Amt
Excess From Year3$502,982ExcessFromYear3Amt
Excess From Year2$99ExcessFromYear2Amt
Excess From Year1$230,957ExcessFromYear1Amt
Excess From Current Year$21,160ExcessFromCurrentYearAmt

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 (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
AMERICARES
88 HAMILTON AVESTAMFORDCT06902NON PROFITOPERATIONS$12,500
DENVER TENNIS PARK
1560 S FRANKLIN STREETDENVERCO80210NON PROFITOPERATIONS$1,500
CPL SEMINARY FUND
100 EAST 27TH STREETAUSTINTX78705NON PROFITOPERATIONS$5,000
REVEL
3501 BLAKE STREETDENVERCO80205NON PROFITOPERATIONS$6,616
COLORADOGIVESORG
5855 WADSWORTH BYPASSARVADACO80003NON PROFITOPERATIONS$9,160UNIT A
TEAM SUMMIT COLORADO
800 COPPER ROADFRISCOCO80443NON PROFITOPERATIONS$600UNIT 3307
REALNESS PROJECT
1750 30TH ST PMBBOULDERCO80301NON PROFITOPERATION$1,000UNIT 204
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$36,376TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$25,574RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$25,574RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$25,574TotalIncomeProducingActyAmt

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$7,629Amt
Net Investment Income$7,629NetInvestmentIncomeAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)

BondBondNmEOY Book ValueEOYBookValueAmt
TD AMERITRADE
CHARLES SCHWAB$257,939

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmt
TD AMERITRADE
CHARLES SCHWAB$156,269

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryINDIRECT LEGAL FEESCategoryTxt
Legal Fees$5,050LegalFeesAmt
Net Investment Income$5,050NetInvestmentIncomeAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
AUTO/PARKING$607$607
OFFICE$548$548
MEALS$30$30
DUES & SUBSCIPTIONS$3,388$3,388
POSTAGE & SHIPPING$304$304
BANK FEES$391$391
CHECK ORDER$37$37

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN ON SECURITIESDesc
Amt$248,199Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescMARGIN LOANDesc
BOY Book Value$3,487BOYBookValueAmt
EOY Book Value$3,356EOYBookValueAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT TAXES/LICENSESCategoryTxt
Amt$368Amt
Net Investment Income$368NetInvestmentIncomeAmt

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