Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
ALLEN FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 1606
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MIDLAND, MI486411606
A Employer identification number

51-0152562
B Telephone number (see instructions)

(989) 832-5678
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$34,457,623J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 65 65  
4 Dividends and interest from securities... 743,328 743,328  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,602,411
b Gross sales price for all assets on line 6a 8,320,595
7 Capital gain net income (from Part IV, line 2)... 1,602,411
8 Net short-term capital gain.........  
9 Income modifications........... 16,477
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
112 72  
12 Total. Add lines 1 through 11........ 2,345,916 2,345,876 16,477
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages...... 10,841 4,336   6,505
15 Pension plans, employee benefits....... 314 126   188
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
20     20
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
99,861 99,861    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
15,000      
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 5,000 2,000   3,000
21 Travel, conferences, and meetings....... 3,169 1,268   1,901
22 Printing and publications.......... 850     850
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
13,585 1,894   11,691
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 148,640 109,485   24,155
25 Contributions, gifts, grants paid....... 1,611,269 1,611,269
26 Total expenses and disbursements. Add lines 24 and 25 1,759,909 109,485   1,635,424
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 586,007
b Net investment income (if negative, enter -0-) 2,236,391
c Adjusted net income (if negative, enter -0-)... 16,477
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 1,987,089 872,477 872,477
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 4,532,818 5,018,973 4,904,549
b Investments—corporate stock (attach schedule)....... 17,768,264 Click to see attachment
List of Attached Documents:
// Content
15,293,095 		22,463,765
c Investments—corporate bonds (attach schedule)....... 2,524,123 Click to see attachment
List of Attached Documents:
// Content
6,230,233 		6,216,832
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 26,812,294 27,414,778 34,457,623
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 26,812,294 27,414,778
29 Total net assets or fund balances (see instructions)..... 26,812,294 27,414,778
30 Total liabilities and net assets/fund balances (see instructions). 26,812,294 27,414,778
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
26,812,294
2
Enter amount from Part I, line 27a .....................
2
586,007
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
16,477
4
Add lines 1, 2, and 3 ..........................
4
27,414,778
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
27,414,778
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICALLY TRADED SECURITIES      
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 8,170,744   6,718,184 1,452,560
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       1,452,560
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 1,602,411
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3 16,196
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 31,086
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 31,086
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 31,086
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 35,297
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. Part VI Line 7 - Tax Paid with the Original Return: 35297 7 35,297
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 4,211
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow4,211 Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowMI
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowwww.allenfoundation.org
14
The books are in care ofright arrowWILLIAM LAUDERBACH Telephone no.right arrow (989) 832-5678

Located atright arrow812 W MAIN STREETMIDLANDMI ZIP+4right arrow48640
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
GAIL LANPHEAR BOARD CHAIR
002.00 		0    
6064 FLOREYS RANCH ROAD
GRAWN,MI49643
LAURIE BOUWMAN SECRETARY
001.00 		0    
5347 TIMBERWYCK TRAIL
INTERLOCHEN,MI49643
MARK OSTAHOWSKI MD PRESIDENT
002.00 		0    
2884 TWIN PINE ROAD
GRAYLING,MI49738
WILLIAM LAUDERBACH TREAS. FINANCIAL V.P.
003.00 		0    
4321 JAMES DRIVE
MIDLAND,MI48642
LESLIE HILDEBRANDT PhD TRUSTEE
001.00 		0    
9266 E DEERFIELD ROAD
SHEPHERD,MI48883
HEATHER KELTO TRUSTEE
001.00 		0    
5347 TIMBERWYCK TRAIL
INTERLOCHEN,MI49643
ANN F JAY TRUSTEE
001.00 		0    
1066 E PINCONNING ROAD
PINCONNING,MI48650
CHARLES KENDALL TRUSTEE
001.00 		0    
9206 N BAYSHORE DR NO 47
ELK RAPIDS,MI49629
AMANDA BOUWMAN TRUSTEE
001.00 		0    
8229 KENSINGTON BLVD NO 553
DAVISON,MI48423
MIKE WOOLHISER TRUSTEE
001.00 		0    
5503 RED TAIL LANE
MIDLAND,MI48642
McCLAIN MCALLISTER JUNIOR APPRENTICE
001.00 		0    
5347 TIMBERWYCK TRAIL
INTERLOCHEN,MI49643
MOGEN MCALLISTER JUNIOR APPRENTICE
001.00 		0    
5347 TIMBERWYCK TRAIL
INTERLOCHEN,MI49643
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
HUNTINGTON PRIVATE BANK INVESTMENT MANAGEMENT 99,861
235 E MAIN STREET
MIDLAND,MI48640
Total number of others receiving over $50,000 for professional services.............right arrow  
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1 N/A 0
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1 N/A  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
31,896,591
b
Average of monthly cash balances.......................
1b
1,193,642
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
33,090,233
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
 
3
Subtract line 2 from line 1d.........................
3
33,090,233
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
496,353
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
32,593,880
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,629,694
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
1,629,694
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
31,086
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
31,086
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,598,608
4
Recoveries of amounts treated as qualifying distributions................
4
16,477
5
Add lines 3 and 4............................
5
1,615,085
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
1,615,085
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 Click to see attachment
List of Attached Documents:
// Content
..........
1a
1,635,424
b
Program-related investments—total from Part VIII-B..................
1b
 
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
1,635,424
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 1,615,085
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 1,583,349
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 1,635,424
a Applied to 2022, but not more than line 2a 1,583,349
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2023 distributable amount..... 52,075
e Remaining amount distributed out of corpus  
5 Excess distributions carryover applied to 2023.    
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5  
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		1,563,010
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		 
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		 
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
NONE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
ALLENFOUNDATION
PO BOX 1606
MIDLAND,MI486411606
ADMINALLENFOUNDATION.ORG
bThe form in which applications should be submitted and information and materials they should include:
AS OUTLINED ON THE HOW TO APPLY SECTION OF THE WEBSITE ALLENFOUNDATION.ORG
cAny submission deadlines:
PRIOR TO THE ANNUAL FOUNDATION MEETING IN SPRING OF EACH YEAR
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
PRIORITY TO PROJECTS THAT BENEFIT HUMAN NUTRITION IN THE AREAS OF EDUCATION, TRAINING AND RESEARCH
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

MIL MILAGROS INC

366 SOMERVILLE AVE
SOMERVILLE,MA02143 		NONE PC REDUCE CHRONIC MALNUTRITION 25,000

MICHIGAN STATE UNIVERSITY

426 AUDITORIUM RD ROOM 2 EAST
EAST LANSING,MI48824 		NONE PC GROWING HEALTHY EATERS 86,530

ROSCOMMON CO FOOD PANTRY

PO BOX 544
HOUGHTON LAKE,MI48629 		NONE PC FOOD ASSISTANCE 25,500

BOTANICAL GARDEN SOCIETY OF NW MI

PO BOX 1247
TRAVERSE CITY,MI49685 		NONE PC PROMOTING HEALTHY FOODS 50,000

BRIGHAM & WOMENS HOSPITAL

75 FRANCIS STREET CWN 4
BOSTON,MA02115 		NONE PC RESEARCH 100,000

FRIENDS GRAND TRAVERSE CONS DIST

1450 CASS ROAD
TRAVERSE CITY,MI49685 		NONE PC GR LAKES INCUBATOR FARM 20,000

GROUNDWORKS CENTER

148 E FRONT STREET
TRAVERSE CITY,MI49684 		NONE PC COMM TEACHING KITCHEN 50,000

HAND2HAND

306 CHICAGO DRIVE
JENISON,MI48428 		NONE PC WKND FOOD GR INITIATIVE 20,000

INLAND SEAS EDUCATION CENTER

PO BOX 218
SUTTONS BAY,MI49682 		NONE PC HEALTHY MEALS UNDER SAIL 40,000

INTERLOCHEN CENTER FOR THE ARTS

PO BOX 199
INTERLOCHEN,MI496430199 		NONE PC GRDNG NUTRITION EDUCATION 35,000

MACQUARIE UNIVERSITY

BALACLAVA RD
MACQUARIE PARK SW   NSW 2109
AS 		NONE PC RESEARCH 30,550

NORTHWEST EDUCATION SERVICES

1101 RED DRIVE
TRAVERSE CITY,MI49684 		NONE GOV FARM TO SCHL PROGRAMMING 45,625

NORTHWEST MI COMM ACTION AGENCY

3963 THREE MILE RD N
TRAVERSE CITY,MI49686 		NONE PC MEALS ON WHEELS 50,000

OREGON STATE UNIVESITY FOUNDATION

4238 SW RESEARCH WAY
CORVALLIS,OR973331068 		NONE GOV HOPE GROWS HERE EDUCATION 50,000

PLANT POWERED METRO NEW YORK

175 W 92ND ST APT 1GE
NEW YORK,NY10025 		NONE PC NUTRITION COOKING CLASSES 25,000

REGENTS OF THE UNIVERSITY OF MINNESOTA

PO BOX 1450
MINNEAPOLIS,MN554555957 		NONE GOV RESEARCH 90,000

RHODE ISLAND COMMUNITY FOOD BANK

200 NIANTIC AVENUE
PROVIDENCE,RI02907 		NONE PC NUTRITION ED PROGRAM 7,500

THE MATHILE INSTITUTE

6450 SAND LAKE ROAD
DAYTON,OH45414 		NONE PC ENDING MALNUTRITION CTR AM 25,000

UNIVERISTY OF CHESTER

PARKGATE ROAT
CHESTER   CH1 4BJ
UK 		NONE PC RESEARCH 31,047

UNIVERSITY OF MAINE

5717 CORBETT HALL
ORONO,ME04469 		NONE GOV RESEARCH 57,180

ABUNDANT HARVEST COMM GARDEN OUTREACH

5014 DOVETAIL LANE
COLORADO SPRINGS,CO80916 		NONE GOV AQUACULTURE SUPPORT 32,500

BARRYTON AREA MOBILE FOOD PANTRY

PO BOX 64
BARRYTON,MI49305 		NONE PC FOOD DISTRIBUTION 3,000

BASTYR UNIVERSITY

4106 SORRENTO VALLEY BLVD
SAN DIEGO,CA92121 		NONE PC TEACHING KITCHEN 15,000

CELIAC DISEASE PROGRAM BOSTON CHILD HOSP

300 LONGWOOD AVE
BOSTON,MA02115 		NONE PC RESEARCH 61,064

COMMON ROOTS INC

PO BOX 9335
SOUTH BURLINGTON,VT05407 		NONE PC FOOD SECURITY 10,000

CONNECTIONS TO INDEPENDENCE

310 E 38TH ST STE 300
MINNEAPOLIS,MN55409 		NONE GOV PERS WELLNESS FOSTER YOUTH 5,000

EAST SIDE SOUP KITCHEN

940 E GENESEE AVE
SAGINAW,MI48607 		  PC MEAL PROGRAM 20,000

FOOD BANK OF CENTRAL AND EASTERN NC

1924 CAPITAL BLVD
RALEIGH,NC27604 		NONE PC NUTRITION EDUCTION 50,000

FRIENDS OF INTERLOCHEN PUBLIC LIBRARY

9411 10TH STREET
INTERLOCHEN,MI49643 		NONE PC HEALTH AND WELLNESS PROGRAM 20,000

GRAND TRAVERSE REGIONAL LAND CONSERVANCY

3860 N LONG LAKE RD
TRAVERSE CITY,MI49684 		NONE PC IMPROVING VEG YILDS COMM GARDEN 9,300

HUNTSVILLE HOSPITAL FOUNDATION

801 CLINTON AVE E
HUNTSVILLE,AL35801 		NONE PC FOOD EDUCTION COMM PROGRAM 10,000

LOAVES & FISHES COMMUNITY SERVICES

1871 HIGH GROVE LANE
NAPERVILLE,IL60540 		NONE PC CHILD SR NUTRITION PROGRAM 1,500

MARY'S MEALS USA

75 ORCHARD STREET
BLOOMFIELD,NJ07003 		NONE PC SCHOOL NUTRITION 15,000

NEMCSA FOOD PROGRAMS

2569 US-23
ALPENA,MI49707 		NONE PC FOOD PROGRAM EXPANSION 82,000

RAISE AND RELISH INC

W220N5297 TOWN LINE RD
SUSSEX,WI53089 		NONE PC VILLAGE MARKET 3,000

RONALD MCDONALD CHARITIES OF AUGUSTA

1442 HARPER STREET
AUGUSTA,GA30901 		NONE PC FAMILY SUPPORT SERVICES 1,000

SON OF A SAINT

PO BOX 19205
NEW ORLEANS,LA70179 		NONE PC SON OF A SAINT SUPPORT 20,000

TEXAS A&M AGRILIFE RESEARCH

400 HARVEY MITCHELL PKWY S
COLLEGE STATION,TX77845 		NONE PC RESEARCH 17,340

THE BRIDGE FOOD CENTER

1550 S POSEYVILLE RD
MIDLAND,MI48640 		NONE GOV FOOD CTR EXPANSION 127,928

UNIVERSITY OF MINNESOTA

PO BOX 1450
MINNEAPOLIS,MN55455 		NONE PC RESEARCH 128,246

UNIVERSITY OF QUEENSLAND

JD STORY BLDG 61A
ST LUCIA    
AS 		NONE GOV RESEARCH 54,459

WELLKIND

4712 ADMIRALTY WAY NO 302
MARINA DEL MAR,CA90292 		NONE PC GARDEN PROGRAM 20,000

YPSILANTI MEALS ON WHEELS

1110 W CROSS ST
YPSILANTI,MI48197 		NONE PC MEALS ON WHEELS 1,000

YWCA OF ASHEVILLE & WESTERN NC

185 S FRENCH BROAD AVE
ASHEVILLE,NC28801 		NONE PC NUTRITION EDUCATION OUTREACH 25,000

ZION LUTHERAN CHURCH

17927 DICE ROAD
HEMLOCK,MI48626 		NONE PC GODS HELPING HANDS 15,000
Total .................................right arrow 3a 1,611,269
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 65  
4 Dividends and interest from securities ....     14 743,328  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    14 1,602,411  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOTHER INCOME 		    01 112  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   2,345,916  
13Total. Add line 12, columns (b), (d), and (e)..................
13
2,345,916
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID: 23017659
Software Version: 23.1.0.0
Part VI Line 7 - Tax Paid with the Original Return: 35,297


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
ALLEN FOUNDATION
EIN:
51-0152562
Software ID:
23017659
Software Version:
23.1.0.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes

TY 2023 InvestmentsCorpBondsSchedule
Name:
ALLEN FOUNDATION
EIN:
51-0152562
Software ID:
23017659
Software Version:
23.1.0.0
Name of Bond End of Year Book Value End of Year Fair Market Value
ALTRIA GROUP INC 4.00 2024-01-31 510,111 499,102
AMERICAN HONDA FINANCE 1.20 2025-07-08 501,099 474,198
CATERPILLAR FINL SERVICE 1.00 2026-03-02 495,338 463,218
AMAZON.COM INC 4.55 2027-12-01 250,131 253,656
ANALOG DEVICES INC 3.50 2026-12-05 242,582 244,447
CINTAS CORPORATION 3.70 2027-04-01 243,304 244,666
COCA COLA CO 3.38 2027-03-25 241,097 244,055
CONOCO INC 6.95 2029-04-15 268,167 278,438
JOHN DEERE CAPITAL CORP 5.15 2025-03-03 249,867 251,282
META PLATFORMS INC 4.60 2028-05-15 249,758 253,625
HOME DEPOT INC 3.90 2028-12-06 242,700 246,251
MASTERCARD INC 4.88 2028-03-09 253,478 257,423
MORGAN STANLEY 6.25 2026-08-09 261,237 257,681
PFIZER INC 3.60 2028-09-15 241,823 243,510
PUBLIC STORAGE 5.13 2029-01-15 245,524 257,979
REALTY INCOME CORP 4.88 2026-06-01 249,248 249,454
THERMO FISHER SCIENTIFIC INC 4.80 2027-11-21 253,322 254,957
UNITED PARCEL SERVICE 3.90 2025-04-01 245,340 247,162
VISA INC 3.15 2025-12-14 241,552 243,710
BANK OF MONTREAL 4.70 2027-09-14 245,965 250,556
ROYAL BANK OF CANADA 4.95 2025-04-25 247,260 250,045
TORONTO-DOMINION BANK 5.10 2026-01-09 251,330 251,417

TY 2023 InvestmentsCorpStockSchedule
Name:
ALLEN FOUNDATION
EIN:
51-0152562
Software ID:
23017659
Software Version:
23.1.0.0
Name of Stock End of Year Book Value End of Year Fair Market Value
1500 shares of CHEVRON CORPORATION 118,680 223,740
3000 shares of PRUDENTIAL FINANCIAL 199,479 311,130
2200 shares of APPLE INC 10,672 423,566
1300 shares of MCDONALDS CORP 76,562 385,463
3000 shares of ALPHABET INC CL A 46,152 419,070
24087 shares of PRINCIPAL GLOBAL R/E SEC FD 200,721 223,769
2200 shares of JPMORGAN CHASE CO 114,509 374,220
3100 shares of ABBVIE INC 95,129 480,407
7100 shares of CISCO SYSTEMS 189,398 358,692
1300 shares of CUMMINS INC 145,964 311,441
6822 shares of PRINCIPAL MIDCAP FUND 140,951 261,298
2400 shares of ALLSTATE CORP 190,674 335,952
1600 shares of UNION PAC CORP 180,178 392,992
2200 shares of JOHNSON JOHNSON 246,888 344,828
4600 shares of EXELON CORP 165,100 165,140
46086 shares of TWEEDY BROWNE GLOBAL VALUE FD 1,107,979 1,260,909
2600 shares of DR HORTON INC 91,751 395,148
450 shares of BROADCOM LTD 107,245 502,313
7000 shares of PPL CORPORATION 215,022 189,700
13499 shares of MFS GLOBAL REAL ESTATE FUND 199,344 229,083
1300 shares of DIGITAL REALTY 149,025 174,954
2100 shares of PEPSICO INC 247,006 356,664
1400 shares of STRYKER CORP 247,840 419,244
800 shares of UNITED HEALTHCARE GROUP 183,391 421,176
600 shares of LAM RESEARCH CORP 74,959 469,956
1700 shares of WALT DISNEY CO 190,936 153,493
4100 shares of OMNICOM GROUP 273,713 354,691
19211 shares of FIDELITY SMALL CAP GROWTH FD 513,766 546,945
6228 shares of VANGUARD TAX MNGD SMALL CAP FD 379,717 547,516
12928 shares of VANGUARD INTL GROWTH FUND 1,036,799 1,316,283
12800 shares of CORTEVA INC 158,283 613,376
23000 shares of DOW INC 520,043 1,261,320
1800 shares of SALESFORCE.COM 269,795 473,652
20118 shares of TORTOISE NUANCE MID CAP VALUE FUND 258,518 253,086
15051 shares of MFS INTL VALUE FD I 698,362 606,401
4400 shares of TJX COS INC 199,276 412,764
4200 shares of ARCHER DANIELS MIDLAND CO 229,742 303,324
2600 shares of FISERV INC 250,198 345,384
4500 shares of JOHNSON CONTROLS INTNL 301,721 259,380
2000 shares of EOG RESOURCES INC 185,500 241,900
1200 shares of PROLOGIS INC 178,548 159,960
1200 shares of MICROSOFT CORP 305,828 451,248
900 shares of NVIDIA CORP 149,636 445,698
7583 shares of DRIEHAUS EMERGING MRKTS GR 362,147 263,952
10000 shares of WALGREENS BOOTS ALLIANCE 372,504 261,100
2000 shares of VALERO ENERGY CORP 240,059 260,000
17500 shares of REGIONS FINANCIAL HOLDING CO 366,508 339,150
11000 shares of PFIZER INC 474,245 316,690
4000 shares of MASCO CORP 204,036 267,920
11600 shares of HP INC 338,344 349,044
3000 shares of ORACLE CORPORATION 246,691 316,290
11880 shares of WASATCH WASATCH EMERGING MRKTS 185,000 201,253
110 shares of BOOKING HOLDINGS INC 345,723 390,194
3800 shares of RTX CORP 302,936 319,732
29138 shares of MFS NEW DISCOVERY VALUE FD 530,016 517,196
3120 shares of AMERICAN NEW WORLD FUND 225,000 233,985
5388 shares of VICTORY SYCAMORE EST VALUE FD 254,886 249,983

TY 2023 LegalFeesSchedule
Name:
ALLEN FOUNDATION
EIN:
51-0152562
Software ID:
23017659
Software Version:
23.1.0.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
WARNER NORCROSS 20     20


TY 2023 OtherExpensesSchedule
Name:
ALLEN FOUNDATION
EIN:
51-0152562
Software ID:
23017659
Software Version:
23.1.0.0
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OFFICE SUPPLIES 3,270 1,308   1,962
COUNCIL OF MICHIGAN FOUNDATION DUES 6,000     6,000
INSURANCE 525 210   315
POSTAGE 395 158   237
WEBSITE MAINTENANCE 2,850     2,850
TELEPHONE 425 170   255
MISCELLANEOUS EXPENSE 120 48   72


TY 2023 OtherIncomeSchedule2
Name:
ALLEN FOUNDATION
EIN:
51-0152562
Software ID:
23017659
Software Version:
23.1.0.0
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
STOCK SETTLEMENT FEE 72 72  
MISCELLANEOUS INCOME 40    


TY 2023 OtherIncreasesSchedule
Name:
ALLEN FOUNDATION
EIN:
51-0152562
Software ID:
23017659
Software Version:
23.1.0.0
Description Amount
PRIOR YEAR GRANTS RETURNED PART 1, LINE 9, COLUMN C 16,477


TY 2023 OtherProfessionalFeesSchedule
Name:
ALLEN FOUNDATION
EIN:
51-0152562
Software ID:
23017659
Software Version:
23.1.0.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
HUNTINGTON BANK INVSMT MNGMT FEES 99,861 99,861    


TY 2023 TaxesSchedule
Name:
ALLEN FOUNDATION
EIN:
51-0152562
Software ID:
23017659
Software Version:
23.1.0.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAX ON INVESTMENT INCOME 15,000