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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
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$36,904,277J 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 58 58  
4 Dividends and interest from securities... 911,051 911,051  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,835,840
b Gross sales price for all assets on line 6a 9,669,011
7 Capital gain net income (from Part IV, line 2)... 1,835,840
8 Net short-term capital gain.........  
9 Income modifications...........  
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
40 40  
12 Total. Add lines 1 through 11........ 2,746,989 2,746,989  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages...... 12,739 5,096   7,643
15 Pension plans, employee benefits....... 276 110   166
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
1,243 497   746
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
2,010 2,010    
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
114,959 114,959    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
30,000      
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 5,000 2,000   3,000
21 Travel, conferences, and meetings....... 16,342 6,537   9,805
22 Printing and publications.......... 850     850
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
19,671 2,529   17,142
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 203,090 133,738   39,352
25 Contributions, gifts, grants paid....... 1,582,941 1,582,941
26 Total expenses and disbursements. Add lines 24 and 25 1,786,031 133,738   1,622,293
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 960,958
b Net investment income (if negative, enter -0-) 2,613,251
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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......... 872,477 1,392,138 1,392,138
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) 5,018,973 2,529,339 2,493,156
b Investments—corporate stock (attach schedule)....... 15,293,095 Click to see attachment
List of Attached Documents:
// Content
17,004,410 		25,569,762
c Investments—corporate bonds (attach schedule)....... 6,230,233 Click to see attachment
List of Attached Documents:
// Content
7,449,849 		7,449,221
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) 27,414,778 28,375,736 36,904,277
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 27,414,778 28,375,736
29 Total net assets or fund balances (see instructions)..... 27,414,778 28,375,736
30 Total liabilities and net assets/fund balances (see instructions). 27,414,778 28,375,736
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
27,414,778
2
Enter amount from Part I, line 27a .....................
2
960,958
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
28,375,736
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
28,375,736
Form 990-PF (2024)
Form 990-PF (2024)
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 P    
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 9,524,582   7,833,171 1,691,411
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       1,691,411
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 1,835,840
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 12,021
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 36,324
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 36,324
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 36,324
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 34,211
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: 34211 7 34,211
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 2,113
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
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 2024 or the taxable year beginning in 2024? 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 arrowCHARLES KENDALL 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 2024, 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 (2024)
Form 990-PF (2024)
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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/FINCIAL VP/ TRUSTEE
003.00 		0    
4321 JAMES DRIVE
MIDLAND,MI48642
HEATHER KELTO TRUSTEE
001.00 		0    
8296 3RD STREET PO BOX 172
ONEKAMA,MI49675
ANN F JAY TRUSTEE
001.00 		0    
3704 N FRASER ROAD
PINCONNING,MI48650
CHARLES KENDALL TRUSTEE/TREASURER
003.00 		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
EMILY UMBARGER TRUSTEE
001.00 		0    
10969 ELIZABETHTOWN DRIVE
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 (2024)
Form 990-PF (2024)
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 114,959
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 (2024)
Form 990-PF (2024)
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
35,202,611
b
Average of monthly cash balances.......................
1b
1,160,450
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
36,363,061
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
36,363,061
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
545,446
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
35,817,615
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,790,881
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
1,790,881
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
36,324
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
36,324
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,754,557
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
1,754,557
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
1,754,557
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
1,622,293
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
1,622,293
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 1,754,557
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 1,563,010
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 1,622,293
a Applied to 2023, but not more than line 2a 1,563,010
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 2024 distributable amount..... 59,283
e Remaining amount distributed out of corpus  
5 Excess distributions carryover applied to 2024.    
(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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		1,695,274
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 2019 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		 
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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 (2024)
Form 990-PF (2024)
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 MALNUTRN 25,000

ROSCOMMON CO FOOD PANTRY

PO BOX 544
HOUGHTON LAKE,MI48629 		NONE PC PROJECT HOPE 26,000

BOTANICAL GARDEN SOCIETY OF NW MI

PO BOX 1247
TRAVERSE CITY,MI49685 		NONE PC PROMOTE HLTHYY 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 INCUBATOR FARM PROG 20,000

INLAND SEAS EDUCATION CENTER

PO BOX 218
SUTTONS BAY,MI49682 		NONE PC YOUTH EDUCTN HLTHY MEALS 38,000

INTERLOCHEN CENTER FOR THE ARTS

PO BOX 199
INTERLOCHEN,MI496430199 		NONE PC GRDNG NUTRTN EDCTN 35,000

MACQUARIE UNIVERSITY

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

NORTHWEST EDUCATION SERVICES

1101 RED DRIVE
TRAVERSE CITY,MI49684 		NONE GOV SUSTANBLTY FARM TO SCHOOL 51,074

UNIVERISTY OF CHESTER

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

ABUNDANT HARVEST COMM GARDEN OUTREACH

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

FRIENDS OF INTERLOCHEN PUBLIC LIBRARY

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

HUNTSVILLE HOSPITAL FOUNDATION

801 CLINTON AVE E
HUNTSVILLE,AL35801 		NONE PC COMM NUTRTN PROGRAM 36,000

RONALD MCDONALD CHARITIES OF AUGUSTA

1442 HARPER STREET
AUGUSTA,GA30901 		NONE PC FAMILY SUPPORT SERVICES 4,000

SON OF A SAINT

PO BOX 19205
NEW ORLEANS,LA70179 		NONE PC PROGRAM 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 PC EXPANSION PROJECT 127,928

UNIVERSITY OF QUEENSLAND

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

ZION LUTHERAN CHURCH

17927 DICE ROAD
HEMLOCK,MI48626 		NONE PC GODS HELPING HANDS 7,000

ACTA NON VERBA URBAN YOUTH FARM

1001 83RD AVENUE
OAKLAND,CA94621 		NONE PC YOUTH EMPOWERMT 150,000

BASIC NEEDS INC OF SOUTH WASHINGTON CO

445 BROADWAY AVE
ST PAUL,MN55071 		NONE PC FREE FOOD MRKT 17,000

BEMORE CARING INC

131 ROESLER ROAD
GLEN BURNIE,MD21060 		NONE PC EMERGENCY WKEND BAGS 10,000

BENZIE SENIOR RESOURCES

10542 MAIN STREET
HONOR,MI49640 		NONE PC SENIOR NUTRITION 7,500

CHRISTIAN DIRECTION INC

4824 CHEMIN DE LA COTE DE NEIGES
MONTRAL    
CA 		NONE PC LOCAL FOOD SECURITY 10,000

CRAWFORD CO COMM CHRISTIAN HELP CENTER

PO BOX 1115
GRAYLING,MI49738 		NONE PC MOBILE FOOD TRUCKS 7,200

EAGLE VILLAGE

5044 175TH AVENUE
HERSEY,MI49639 		NONE PC REVOVATION ED AND SAFETY 61,000

ELK RAPIDS SCHOOLS

308 MEGUZEE POINT RD
ELK RAPIDS,MI49629 		NONE GOV ELEM HOOP HOUSE 15,000

FLOW FOUNDATION INC

95 KENNETH STREET
MATTESON,IL60443 		NONE PC MEALS TO HEAL 10,000

FOOD RESCUE

2279 SOUTH AIRPORT RD W
TRAVERSE CITY,MI49684 		NONE PC LOW INCOME FRUITS AND VEG ACCESS 100,000

HEARTH TO HEARTH MINISTRIES

PO BOX 208
LAKE ANN,MI49650 		NONE PC FARM AND EDUCATION 32,343

INTERFAITH ALLIANCE CORPORATION

1100 BUFFALO STREET
SHELBY,NC28150 		NONE PC FOOD EDUCATION 10,000

ISHI ODAMTTEN FOUNDATION

110 N MARKET STREET
DEWITT,MI48820 		NONE PC HELP HOMELESS SHELTERS 10,000

LEE COUNTY DIABETES COALITION

48 CENTER STREET
BEATTYVILLE,KY41311 		NONE PC IMPG NUTRITIONAL CHOICES 5,000

LUNDQUIST INST UCLA MED CENTER

1123 W CARSON STREET
TORRANCE,CA90502 		NONE GOV RESEARCH 40,000

MICROBINE HLTH RESEARCH INSTITUTE

2067 MASSACHUSETTES AVENUE
CAMBRIDGE,MA01240 		NONE PC RESEARCH 50,000

MORE HEALTH INC

3821 HENDERSON BLVD
TAMPA,FL33629 		NONE PC NUTRITION EDUCATION 30,000

MPC RESCUE

18720 9 MILE ROAD
KALEVA,MI49645 		NONE PC HUNGER RELIEF PINES PROJ 15,000

SUSTAINABLE LIBERIA

107 N DECATUR ROAD
DECATUR,GA30033 		NONE PC DRIP IRRIGTN SYSTEM 30,000

THE ARC OF MIDLAND

2602 LOUANNA STREET
MIDLAND,MI48640 		NONE PC THRIVE PROGRAM FOOD DIST 10,000

BOTANICAL GARDENT SOC OF NW MI

1490 RED DRIVE
TRAVERSE CITY,MI49684 		NONE PC CHILDRENS NUTRITIONAL HEALTH 75,000

THE SOCIETY OF ST ANDREW

PO BOX 5362
JACKSON,MS39296 		NONE PC FEEDING HUNGRY 25,000

TRAVERSE AREA PUBLIC SCHOOLS

115 MILIKEN DRIVE
TRAVERSE CITY,MI49686 		NONE GOV HS GREENHOUSE PROJECT 67,000

WEST MIDLAND FAMILY CENTER

PO BOX 1985
MIDLAND,MI48641 		NONE PC EARLY CHILDHOOD NUTRTN 40,000

WESTWOODS PTO

1500 FISHER ROAD
TRAVERSE CITY,MI49685 		NONE PC FLEX FARM 5,000

YWCA KALAMAZOO

353 E MICHIGAN AVENUE
KALAMAZOO,MI49001 		NONE PC FARM EARLY CHILDHD EDCTN 25,000
Total .................................right arrow 3a 1,582,941
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
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 58  
4 Dividends and interest from securities ....     14 911,051  
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 1,835,840  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOTHER INCOME 		    01 40  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   2,746,989  
13Total. Add line 12, columns (b), (d), and (e)..................
13
2,746,989
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID: 24019898
Software Version: 24.0.1.0
Part VI Line 7 - Tax Paid with the Original Return: 34,211


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
ALLEN FOUNDATION
EIN:
51-0152562
Software ID:
24019898
Software Version:
24.0.1.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
JULIE J. BEALL, CPA 2,010 2,010    

TY 2024 InvestmentsCorpBondsSchedule
Name:
ALLEN FOUNDATION
EIN:
51-0152562
Software ID:
24019898
Software Version:
24.0.1.0
Name of Bond End of Year Book Value End of Year Fair Market Value
AMERICAN HONDA FINANCE 1.20 2025-07-08 500,553 491,744
CATERPILLAR FINL SERVICE 1.00 2026-03-02 495,338 479,952
AMAZON.COM INC 4.55 2027-12-01 250,101 251,309
ANALOG DEVICES INC 3.50 2026-12-05 244,945 245,044
CINTAS CORPORATION 3.70 2027-04-01 245,112 245,215
COCA COLA CO 3.38 2027-03-25 243,505 244,397
CONOCO INC 6.95 2029-04-15 265,263 270,959
JOHN DEERE CAPITAL CORP 5.15 2025-03-03 249,867 250,230
META PLATFORMS INC 4.60 2028-05-15 249,758 250,527
HOME DEPOT INC 3.90 2028-12-06 244,028 243,654
MASTERCARD INC 4.88 2028-03-09 252,765 252,481
MORGAN STANLEY 6.25 2026-08-09 257,659 255,707
PFIZER INC 3.60 2028-09-15 243,318 241,717
PUBLIC STORAGE 5.13 2029-01-15 246,096 253,045
REALTY INCOME CORP 4.88 2026-06-01 249,248 250,576
THERMO FISHER SCIENTIFIC INC 4.80 2027-11-21 252,545 251,741
UNITED PARCEL SERVICE 3.90 2025-04-01 248,411 249,394
VISA INC 3.15 2025-12-14 245,676 247,015
BANK OF MONTREAL 4.70 2027-09-14 245,965 249,267
ROYAL BANK OF CANADA 4.95 2025-04-25 247,260 250,199
TORONTO-DOMINION BANK 5.10 2026-01-09 251,330 251,255
BOOKING HOLDINGS INC 4.63 2030-04-13 245,466 247,698
COMCAST CORP 4.25 2030-10-15 238,687 241,074
INTEL CORP 4.00 2029-08-05 243,823 237,986
PAYPAL HOLDINGS INC 3.90 2027-06-01 243,735 246,008
PHILLIP MORRIS INTL INC 5.63 2029-11-17 258,638 257,078
RAYMOND JAMES FINANCIAL INC 4.65 2030-04-01 244,816 246,314
WASTE MANAGEMENT INC 4.63 2030-02-15 245,941 247,635

TY 2024 InvestmentsCorpStockSchedule
Name:
ALLEN FOUNDATION
EIN:
51-0152562
Software ID:
24019898
Software Version:
24.0.1.0
Name of Stock End of Year Book Value End of Year Fair Market Value
1500 shares of CHEVRON CORPORATION 118,680 217,260
3000 shares of PRUDENTIAL FINANCIAL 199,479 355,590
2200 shares of APPLE INC 10,672 550,924
1300 shares of MCDONALDS CORP 76,562 376,857
3000 shares of ALPHABET INC CL A 46,152 567,900
24087 shares of PRINCIPAL GLOBAL R/E SEC FD 200,721 219,674
2200 shares of JPMORGAN CHASE CO 114,509 527,362
1700 shares of ABBVIE INC 8,506 302,090
7100 shares of CISCO SYSTEMS 189,398 420,320
11209 shares of PRINCIPAL MIDCAP FUND 321,951 499,592
2400 shares of ALLSTATE CORP 190,674 462,696
1600 shares of UNION PAC CORP 180,178 364,864
2000 shares of JOHNSON JOHNSON 214,365 289,240
4600 shares of EXELON CORP 165,100 173,144
2000 shares of DR HORTON INC 70,578 279,640
3800 shares of BROADCOM LTD 90,562 880,992
7000 shares of PPL CORPORATION 215,022 227,220
13499 shares of MFS GLOBAL REAL ESTATE FUND 199,344 217,069
1000 shares of DIGITAL REALTY 113,988 177,330
2100 shares of PEPSICO INC 247,006 319,326
1100 shares of STRYKER CORP 188,685 396,055
350 shares of UNITED HEALTHCARE GROUP 80,234 177,051
6000 shares of LAM RESEARCH CORP 74,959 433,380
4100 shares of OMNICOM GROUP 273,713 352,764
15408 shares of FIDELITY SMALL CAP GROWTH FD 409,270 521,265
5357 shares of VANGUARD TAX MNGD SMALL CAP FD 323,702 503,905
8700 shares of CORTEVA INC 100,074 495,552
16800 shares of DOW INC 343,304 674,184
1800 shares of SALESFORCE.COM 269,795 601,794
10636 shares of MFS INTL VALUE FD I 487,360 411,948
3700 shares of TJX COS INC 167,573 446,997
7000 shares of ARCHER DANIELS MIDLAND CO 373,040 353,640
2600 shares of FISERV INC 250,198 534,092
3700 shares of JOHNSON CONTROLS INTNL 248,081 292,041
2000 shares of EOG RESOURCES INC 185,500 245,160
1200 shares of PROLOGIS INC 178,548 126,840
1200 shares of MICROSOFT CORP 305,828 505,800
7000 shares of NVIDIA CORP 114,782 940,030
17474 shares of DRIEHAUS EMERGING MRKTS GR 737,147 647,761
1400 shares of VALERO ENERGY CORP 168,041 171,626
17500 shares of REGIONS FINANCIAL HOLDING CO 366,508 411,600
11000 shares of PFIZER INC 474,245 291,830
3300 shares of MASCO CORP 168,330 239,481
11600 shares of HP INC 338,344 378,508
3000 shares of ORACLE CORPORATION 246,691 499,920
11880 shares of WASATCH WASATCH EMERGING MRKTS 185,000 201,491
110 shares of BOOKING HOLDINGS INC 345,723 546,526
3800 shares of RTX CORP 302,936 439,736
26815 shares of MFS NEW DISCOVERY VALUE FD 487,763 490,177
3120 shares of AMERICAN NEW WORLD FUND 225,000 240,287
9567 shares of VICTORY SYCAMORE EST VALUE FD 456,886 439,706
3000 shares of MONDELEZ INTERNATIONAL INC 209,570 179,190
2400 shares of PALO ALTO NETWORKS INC 399,165 436,704
9000 shares of COMCAST CORP 367,277 337,770
9000 shares of VERIZON COMMUNICATIONS 359,691 359,910
28209 shares of BUFFALO INTERNATIONAL FUND 600,000 580,818
52851 shares of CULLENS EMERGING MRKT HIGH DIV FD 660,000 665,395
58430 shares of HARTFORD INTERNATIONAL VALUE FD 1,065,000 1,032,467
59620 shares of HARTFORD SCHRODERS INTL ST FD 1,033,000 1,054,672
8703 shares of TOUCHSTONE MID CAP FD 460,000 482,599

TY 2024 LegalFeesSchedule
Name:
ALLEN FOUNDATION
EIN:
51-0152562
Software ID:
24019898
Software Version:
24.0.1.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BODMAN PLC 1,243 497   746


TY 2024 OtherExpensesSchedule
Name:
ALLEN FOUNDATION
EIN:
51-0152562
Software ID:
24019898
Software Version:
24.0.1.0
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OFFICE SUPPLIES 2,727 1,091   1,636
COUNCIL OF MICHIGAN FOUNDATION DUES 6,100     6,100
INSURANCE 525 210   315
POSTAGE 400 160   240
WEBSITE MAINTENANCE 5,705     5,705
GRANT SOFTWARE 1,544     1,544
OFFICE EQUIPMENT MAINTENANCE 2,670 1,068   1,602


TY 2024 OtherIncomeSchedule2
Name:
ALLEN FOUNDATION
EIN:
51-0152562
Software ID:
24019898
Software Version:
24.0.1.0
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
REFUND OF PRIOR YEAR BANK FEE 40 40  


TY 2024 OtherProfessionalFeesSchedule
Name:
ALLEN FOUNDATION
EIN:
51-0152562
Software ID:
24019898
Software Version:
24.0.1.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
HUNTINGTON BANK INVSMT MNGMT FEES 114,959 114,959    


TY 2024 TaxesSchedule
Name:
ALLEN FOUNDATION
EIN:
51-0152562
Software ID:
24019898
Software Version:
24.0.1.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAX ON INVESTMENT INCOME 30,000