Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
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
MIDLAND
State or province
MI
Country  
ZIP or foreign postal code
486411606
A Employer identification number

51-0152562
B Telephone number (see instructions)

9898325678
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$40,100,192J 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 .................
3 Interest on savings and temporary cash investments 32 32  
4 Dividends and interest from securities... 953,674 953,674  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 573,050
b Gross sales price for all assets on line 6a 8,728,961
7 Capital gain net income (from Part IV, line 2)... 573,050
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
4,193 3,928  
12 Total. Add lines 1 through 11........ 1,530,949 1,530,684  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages...... 12,075 4,830   7,245
15 Pension plans, employee benefits....... 1,707 683   1,024
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
3,539 1,416   2,123
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,224 1,224    
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
133,639 119,718   13,921
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
22,113      
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 6,317 2,527   3,790
21 Travel, conferences, and meetings....... 12,075 4,830   7,245
22 Printing and publications.......... 879     879
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
18,139 2,258   15,881
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 211,707 137,486   52,108
25 Contributions, gifts, grants paid....... 1,753,448 1,753,448
26 Total expenses and disbursements. Add lines 24 and 25 ................ 1,965,155 137,486   1,805,556
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -434,206
b Net investment income (if negative, enter -0-) 1,393,198
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
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......... 1,392,138 2,759,506 2,759,506
3 Accounts receivable  
Less: allowance for doubtful accounts        
4 Pledges receivable  
Less: allowance for doubtful accounts        
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)  
Less: allowance for doubtful accounts        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 2,529,339 1,550,970 1,571,133
b Investments—corporate stock (attach schedule)....... 17,004,410 Click to see attachment
List of Attached Documents:
// Content
15,601,437 		27,497,610
c Investments—corporate bonds (attach schedule)....... 7,449,849 Click to see attachment
List of Attached Documents:
// Content
8,129,284 		8,271,943
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 28,375,736 28,041,197 40,100,192
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 )    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
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
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 28,375,736 28,041,197
29 Total net assets or fund balances (see instructions)..... 28,375,736 28,041,197
30 Total liabilities and net assets/fund balances (see instructions). 28,375,736 28,041,197
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
28,375,736
2
Enter amount from Part I, line 27a .....................
2
-434,206
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
99,667
4
Add lines 1, 2, and 3 ..........................
4
28,041,197
5
Decreases not included in line 2 (itemize)
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
28,041,197
Form 990-PF (2025)
Form 990-PF (2025)
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 8,560,981   8,155,911 405,070
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       405,070
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 2 573,050
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 8,093
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 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 19,365
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 19,365
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 19,365
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 20,000
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: 20000 7 20,000
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....... 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10 635
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax635 Refunded 11  
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
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. $   (2) On foundation managers.$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$  
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
Yes
 
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)
MI
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 2025 or the taxable year beginning in 2025? 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 addresswww.allenfoundation.org
14
The books are in care ofCHARLES KENDALL Telephone no. (989) 832-5678

Located at812 W MAIN STREETMIDLANDMI ZIP+448640
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, 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
Form 990-PF (2025)
Form 990-PF (2025)
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 ........
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 2025? .............
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 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 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.
20, 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 2025 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 Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
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 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
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 .........
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 LANPHEARClick to see attachment
List of Attached Documents:
// Content
BOARD CHAIR
002.00 		0    
6064 FLOREYS RANCH ROAD
GRAWN,MI49643
LAURIE BOUWMANClick to see attachment
List of Attached Documents:
// Content
SECRETARY
001.00 		0    
5347 TIMBERWYCK TRAIL
INTERLOCHEN,MI49643
MARK OSTAHOWSKI MDClick to see attachment
List of Attached Documents:
// Content
PRESIDENT
002.00 		0    
2884 TWIN PINE ROAD
GRAYLING,MI49738
CHARLES KENDALLClick to see attachment
List of Attached Documents:
// Content
TREAS/FINCIAL VP/ TRUSTEE
003.00 		0    
9206 N BAYSHORE DR NO 47
ELK RAPIDS,MI49629
HEATHER KELTOClick to see attachment
List of Attached Documents:
// Content
TRUSTEE
001.00 		0    
8296 3RD STREET PO BOX 172
ONEKAMA,MI49675
ANN F JAYClick to see attachment
List of Attached Documents:
// Content
TRUSTEE
001.00 		0    
3704 N FRASER ROAD
PINCONNING,MI48650
AMANDA BOUWMANClick to see attachment
List of Attached Documents:
// Content
TRUSTEE
001.00 		0    
8229 KENSINGTON BLVD NO 553
DAVISON,MI48423
MIKE WOOLHISERClick to see attachment
List of Attached Documents:
// Content
TRUSTEE
001.00 		0    
3205 EVERGREEN DRIVE
BAYY CITY,MI48706
McCLAIN MCALLISTERClick to see attachment
List of Attached Documents:
// Content
JUNIOR APPRENTICE
001.00 		0    
5347 TIMBERWYCK TRAIL
INTERLOCHEN,MI49643
MOGEN MCALLISTERClick to see attachment
List of Attached Documents:
// Content
TRUSTEE
001.00 		0    
5347 TIMBERWYCK TRAIL
INTERLOCHEN,MI49643
EMILY UMBARGERClick to see attachment
List of Attached Documents:
// Content
TRUSTEE
001.00 		0    
10969 ELIZABETHTOWN DRIVE
INTERLOCHEN,MI49643
CATIE NEWPORT-BOUWMANClick to see attachment
List of Attached Documents:
// Content
TRUSTEE
001.00 		0    
1020 HUNTINGTON DRIVE
OWOSSO,MI48867
MAXWELL MCALLISTERClick to see attachment
List of Attached Documents:
// Content
TRUSTEE
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...................  
Form 990-PF (2025)
Form 990-PF (2025)
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 119,100
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.........................  
Form 990-PF (2025)
Form 990-PF (2025)
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
36,356,016
b
Average of monthly cash balances.......................
1b
2,039,561
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
38,395,577
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
38,395,577
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
575,934
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
37,819,643
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
1,890,982
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
1,890,982
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
19,365
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
19,365
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,871,617
4
Recoveries of amounts treated as qualifying distributions................
4
99,667
5
Add lines 3 and 4............................
5
1,971,284
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
1,971,284
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, line 26, column (d) Click to see attachment
List of Attached Documents:
// Content
..........
1a
1,805,556
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
1,805,556
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 1,971,284
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 1,695,274
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2025:
a From 2020......  
b From 2021......  
c From 2022......  
d From 2023......  
e From 2024......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2025 from Part
XI, line 4: $ 1,805,556
a Applied to 2024, but not more than line 2a 1,695,274
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 2025 distributable amount..... 110,282
e Remaining amount distributed out of corpus  
5 Excess distributions carryover applied to 2025.    
(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 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		1,861,002
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 2020 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		 
10 Analysis of line 9:
a Excess from 2021 ....  
b Excess from 2022 ....  
c Excess from 2023 ....  
d Excess from 2024 ....  
e Excess from 2025 ....  
Form 990-PF (2025)
Form 990-PF (2025)
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 2025, enter the date of the ruling ......
 
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) 2025 (b) 2024 (c) 2023 (d) 2022
         
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, 3b, or 3c 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 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, 2b, 2c, and 2d. 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 (2025)
Form 990-PF (2025)
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

AGAPE COMMUNITY TRANSFORMATION

PO BOX 2565
MIDLAND,MI48641 		NONE   ACT HANDS HEAL SELF SUSTAINABILITY 47,210

BOSTON CHILDREN'S HOSPITAL

PO BOX 414413
BOSTON,MA021144413 		NONE   RESEARCH 200,000

CROSSROADS CENTER FOR CHILDREN

395 BECKER DRIVE
PRINCETOWN,NY123065806 		NONE   UNRESTRICTED FOR PROGRAMS 3,000

BRIGHAM & WOMENS HOSPITAL

75 FRANCIS STREET CWN 4
BOSTON,MA02115 		NONE   RESEARCH 99,718

CULTIVATE FOOD RESCUE

1403 PRAIRIE AVENUE
SOUTH BEND,IN46613 		NONE   FOOD RESCUE PROGRAM 20,000

INLAND SEAS EDUCATION CENTER

PO BOX 218
SUTTONS BAY,MI49682 		NONE   ED YOUTH NUTRITIOUS MEALS 38,000

INTERLOCHEN CENTER FOR THE ARTS

PO BOX 199
INTERLOCHEN,MI496430199 		NONE   BLASTER CHILLER FOR CAFETERIA 50,000

FEED YOUR SOUL WITH COMM RESOURCES

PO BOX 6
COPEMISH,MI49623 		NONE   UNRESTIRCTED FOR PROGRAMS 20,000

NORTHWEST EDUCATION SERVICES

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

GATEWAY FAMILY & URGENT CARE

1549 WASHINGTON ST
MIDLAND,MI48640 		NONE   UNRESTRICTED FOR PROGRAMS 10,000

GLADWIN COMM SERVICES CORP

2115 S ANTLER ST
GLADWIN,MI48624 		NONE   SR EMERGENCY FOOD PROGRAM 5,000

FRIENDS OF INTERLOCHEN PUBLIC LIBRARY

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

GRAND TRAVERSE AREA CHILDREN'S GARDENT

536 WOODMERE AVE
TRAVERSE CITY,MI49686 		NONE   BLOOM WHERE YOU ARE PLANTED 60,000

GRAND TRAVERSE REGIONAL LAND CONSERVANCY

2846 3 MILE RD N
TRAVERSE CITY,MI49686 		NONE   COMM GARDEN IRRIGATION 25,000

GREATER FLINT HEALTH COALITION INC

120 W 1ST STREET
FLINT,MI48502 		NONE   COOKIING WITH KIDS 36,420

GROUNDWORK CTR FOR RESILIANT COMMS

414 E EIGHT STREET STE 204
TRAVERSE CITY,MI48695 		NONE   CULINARY ED AND COMM ENGMT 37,500

THE BRIDGE FOOD CENTER

1550 S POSEYVILLE RD
MIDLAND,MI48640 		NONE   BACK UP POWER FOR FOOD CTR 75,000

HIDDEN HARVEST

640 EAST GENNESSEE AVE
SAGINAW,MI48607 		NONE   HUNGER SOLUTN CTR EXPANSION 100,000

ZION LUTHERAN CHURCH

17927 DICE ROAD
HEMLOCK,MI48626 		NONE   GODS HELPING HANDS 30,000

MICHIGAN STATE UNIVERSITY

426 AUDITORIUM RD
EAST LANSING,MI488242600 		NONE   YOUTH ED DETROIT PARTNERSHIP FOR FOOD, LEARNING, INNOVATION 43,196

NMC EXTEDED EDUCATION & TRAINING

1701 EAST FRONT ST
TRAVERSE CITY,MI49868 		NONE   COMM NUTRITION EDUCATN 60,000

PHEONIX COMMUNITY FARM

2014 N SAGINAW ROAD
MIDLAND,MI48640 		NONE   ADDING MECHANIZTN FOR EFFICENCY 30,000

BENZIE SENIOR RESOURCES

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

SABA GROCERS INITIATIVE

419 2ND STREET STE A
OAKLAND,CA94607 		NONE   INITIATIVE FOR FOOD ACCESS 20,000

CRAWFORD CO COMM CHRISTIAN HELP CENTER

PO BOX 1115
GRAYLING,MI49738 		NONE   DAIRY ITEMS FOR CLIENTS 11,500

SANDERS SECOND CHANCE HAVEN

9464 AOK FOREST LANE
SHERWOOD,AR72120 		NONE   WOMENS HEALTHY LIFE PROJECT 10,000

SEED PROGRAMS INTERNATIONAL

125 S LEXINGTON STE 101-11
ASHEVILLE,NC28801 		NONE   FOOD SECURITY FOR REFUGEE WOMEN IN UGANDA 38,870

SEEDS ECOLOGY AND EDUCATION CTRS

800 COTTEGEVIEW DR STE 1080
TRAVERSE CITY,MI49684 		NONE   SCHOOL FOOD WASTE PROJECT 39,690

FOOD RESCUE

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

HEARTH TO HEARTH MINISTRIES

PO BOX 208
LAKE ANN,MI49650 		NONE   HOPE FOR CHILDREN FARM ENHANCMT 18,300

SR SERVICES MIDLAND CO COUNCIL ON AGING

4700 DUBLIN AVE
MIDLAND,MI49642 		NONE   SR DINING CTR KITCHEN UPDATES 40,000

STARFISH FAMILY SERVICES INC

30000 HOVELY RD
INKSTER,MI48141 		NONE   NUTRITION SUPPORT FOR FAMILIES 50,000

THE INGA FOUNDATION

101 MORTIMER DR
EVINGTON,VA24550 		NONE   FROM ABANDON TO ABUNDANT 25,000

LUNDQUIST INST UCLA MED CENTER

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

MICROBINE HLTH RESEARCH INSTITUTE

2067 MASSACHUSETTES AVENUE
CAMBRIDGE,MA01240 		NONE   RESEARCH 50,000

UNITED WAY OF MIDLAND COUNTY

115 JEROME ST
MIDLAND,MI48640 		NONE   KITCHEN EXPANSION REGROW TOGETHER 54,000

UNIVERSITY OF FLORIDA

1881 NATURAL AREA DR
GAINESVILLE,FL32611 		NONE   RESEARCH 62,470

SUSTAINABLE LIBERIA

107 N DECATUR ROAD
DECATUR,GA30033 		NONE   DRIP IRRIGATION SYSTEM 30,000

THE ARC OF MIDLAND

2602 LOUANNA STREET
MIDLAND,MI48640 		NONE   THRIVE ON THURSDAY COMM FD PROGRAM 10,000

USANA FOUNDATION

2538 S 3850 W
WEST VALLEY CITY,UT84120 		NONE   SUSTAINABLE GARDENDS 25,000

THE MICHIGAN HOSPITALITY FOUNDATION

2258 W WASHTENAW
LANSING,MI48933 		NONE   FOOD FOR VICTIMS OF ICE STORM 15,000

WEST MIDLAND FAMILY CENTER

PO BOX 1985
MIDLAND,MI48641 		NONE   EARLY CHILDHOOD NUTRITION 40,000

WESTWOODS PTO

1500 FISHER ROAD
TRAVERSE CITY,MI49685 		NONE   FLEX FARM 5,000
Total ................................. 3a 1,753,448
bApproved for future payment
Total ................................. 3b  
Form 990-PF (2025)
Form 990-PF (2025)
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 32  
4 Dividends and interest from securities ....     14 953,674  
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 ............ 		    14 573,050  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOTHER INCOME 		    01 4,193  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   1,530,949  
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,530,949
(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 (2025)
Form 990-PF (2025)
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID: 25022248
Software Version: 25.0.1.0
Part V Line 7 - Tax Paid with the Original Return: 20,000


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 AccountingFeesSchedule
Name:
ALLEN FOUNDATION
EIN:
51-0152562
Software ID:
25022248
Software Version:
25.0.1.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
JULIE J. BEALL, CPA 1,224 1,224    

TY 2025 InvestmentsCorpBondsSchedule
Name:
ALLEN FOUNDATION
EIN:
51-0152562
Software ID:
25022248
Software Version:
25.0.1.0
Name of Bond End of Year Book Value End of Year Fair Market Value
CATERPILLAR FINL SERVICE 1.00 2026-03-02 495,338 497,459
AMAZON.COM INC 4.55 2027-12-01 250,069 254,136
ANALOG DEVICES INC 3.50 2026-12-05 247,414 249,246
CINTAS CORPORATION 3.70 2027-04-01 247,001 249,322
COCA COLA CO 3.38 2027-03-25 246,020 249,078
CONOCO INC 6.95 2029-04-15 262,196 272,013
META PLATFORMS INC 4.60 2028-05-15 249,758 254,427
HOME DEPOT INC 3.90 2028-12-06 245,417 250,915
MASTERCARD INC 4.88 2028-03-09 252,020 255,428
MORGAN STANLEY 6.25 2026-08-09 253,919 253,220
PFIZER INC 3.60 2028-09-15 244,878 249,567
PUBLIC STORAGE 5.13 2029-01-15 246,878 258,154
REALTY INCOME CORP 4.88 2026-06-01 249,248 250,275
THERMO FISHER SCIENTIFIC INC 4.80 2027-11-21 251,735 254,335
BANK OF MONTREAL 4.70 2027-09-14 245,965 253,256
TORONTO-DOMINION BANK 5.10 2026-01-09 251,330 250,042
COMCAST CORP 4.25 2030-10-15 240,328 249,847
INTEL CORP 4.00 2029-08-05 244,945 247,385
PAYPAL HOLDINGS INC 3.90 2027-06-01 246,148 250,335
PHILLIP MORRIS INTL INC 5.63 2029-11-17 257,080 262,684
RAYMOND JAMES FINANCIAL INC 4.65 2030-04-01 245,650 254,511
WASTE MANAGEMENT INC 4.63 2030-02-15 246,595 254,341
ACCENTURE CAPITAL INC 4.25 2031-10-04 244,995 249,901
AIR PRODUCTS CHEMICALS 4.75 2031-02-08 250,404 256,434
AMPHENOL CORP 4.35 2029-06-01 495,370 504,767
CISCO SYSTEMS INC 4.95 2031-02-26 253,618 258,669
JOHN DEERE CAPITAL CORP 4.90 2028-03-03 405,793 409,173
GEORGIA POWER CO 4.85 2031-03-15 250,877 256,166
HONEYWELL INTERNATIONAL INC 4.70 2030-02-01 253,492 255,111
INTERCONTINENTAL EXCHANGE 5.25 2031-06-15 254,803 261,746

TY 2025 InvestmentsCorpStockSchedule
Name:
ALLEN FOUNDATION
EIN:
51-0152562
Software ID:
25022248
Software Version:
25.0.1.0
Name of Stock End of Year Book Value End of Year Fair Market Value
1500 shares of CHEVRON CORPORATION 118,680 228,615
3000 shares of PRUDENTIAL FINANCIAL 199,479 338,640
2000 shares of APPLE INC 9,702 543,720
1300 shares of MCDONALDS CORP 76,562 397,319
3000 shares of ALPHABET INC CL A 46,152 939,000
2200 shares of JPMORGAN CHASE CO 114,509 708,884
2000 shares of ABBVIE INC 71,188 456,980
7100 shares of CISCO SYSTEMS 189,398 546,913
11209 shares of PRINCIPAL MIDCAP FUND 321,951 479,864
2400 shares of ALLSTATE CORP 190,674 499,560
1600 shares of UNION PAC CORP 180,178 370,112
2000 shares of JOHNSON JOHNSON 214,365 413,900
4600 shares of EXELON CORP 165,100 200,514
2000 shares of DR HORTON INC 70,578 288,060
3800 shares of BROADCOM LTD 90,562 1,315,180
7000 shares of PPL CORPORATION 215,022 245,140
1600 shares of DIGITAL REALTY 219,498 247,536
1500 shares of STRYKER CORP 339,847 527,205
6000 shares of LAM RESEARCH CORP 74,959 1,027,080
2100 shares of OMNICOM GROUP 133,950 169,575
15408 shares of FIDELITY SMALL CAP GROWTH FD 409,270 545,302
5357 shares of VANGUARD TAX MNGD SMALL CAP FD 323,702 526,673
6300 shares of CORTEVA INC 72,464 422,289
3700 shares of TJX COS INC 167,573 568,357
7000 shares of ARCHER DANIELS MIDLAND CO 373,040 402,430
5000 shares of JOHNSON CONTROLS INTNL 384,425 598,750
2000 shares of EOG RESOURCES INC 185,500 210,020
1200 shares of MICROSOFT CORP 305,828 580,344
6250 shares of NVIDIA CORP 101,712 1,165,625
17474 shares of DRIEHAUS EMERGING MRKTS GR 737,147 827,219
2000 shares of VALERO ENERGY CORP 262,337 325,580
17500 shares of REGIONS FINANCIAL HOLDING CO 366,508 474,250
3300 shares of MASCO CORP 168,330 209,418
3500 shares of ORACLE CORPORATION 352,741 682,185
110 shares of BOOKING HOLDINGS INC 345,723 589,086
3800 shares of RTX CORP 302,936 696,920
3120 shares of AMERICAN NEW WORLD FUND 225,000 290,859
2950 shares of PALO ALTO NETWORKS INC 500,238 543,390
9000 shares of VERIZON COMMUNICATIONS 359,691 366,570
28209 shares of BUFFALO INTERNATIONAL FUND 600,000 674,189
52851 shares of CULLEN EMERGING MRKT HIGH DIV FD 660,000 858,301
58430 shares of HARTFORD INTERNATIONAL VALUE FD 1,065,000 1,409,343
59620 shares of HARTFORD SCHRODERS INTL ST FD 1,033,000 1,293,747
3300 shares of BOSTON SCIENTIFIC CORP 339,487 314,655
300 shares of INTUITIVE SURGICAL INC 174,588 169,908
200 shares of ELI LILLY CO 156,811 214,936
750 shares of META PLATFORMS INC 505,518 495,068
5000 shares of NETFLIX INC 538,316 468,800
1300 shares of CONSTELLATION ENERGY CORP 404,970 459,251
15311 shares of JOHN HANCOCK DISC VALUE MID CAP FD 450,000 420,602
4035 shares of VANGUARD SMALL CAP INDEX FD 475,000 498,687
4670 shares of VANGUARD FTSE EMRG MRKTS ETF 212,228 251,059

TY 2025 LegalFeesSchedule
Name:
ALLEN FOUNDATION
EIN:
51-0152562
Software ID:
25022248
Software Version:
25.0.1.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BODMAN PLC 3,539 1,416   2,123


TY 2025 OtherExpensesSchedule
Name:
ALLEN FOUNDATION
EIN:
51-0152562
Software ID:
25022248
Software Version:
25.0.1.0
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OFFICE SUPPLIES 370 148   222
COUNCIL OF MICHIGAN FOUNDATION DUES 6,700     6,700
INSURANCE 4,856 1,942   2,914
POSTAGE 420 168   252
WEBSITE MAINTENANCE 5,793     5,793


TY 2025 OtherIncomeSchedule2
Name:
ALLEN FOUNDATION
EIN:
51-0152562
Software ID:
25022248
Software Version:
25.0.1.0
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
SECURITIES LITIGATION PROCEEDS 3,928 3,928  
MISCELLANEOUS INCOME 265    


TY 2025 OtherIncreasesSchedule
Name:
ALLEN FOUNDATION
EIN:
51-0152562
Software ID:
25022248
Software Version:
25.0.1.0
Description Amount
RETURN OF PRIOR YEAR GRANTS 99,667


TY 2025 OtherProfessionalFeesSchedule
Name:
ALLEN FOUNDATION
EIN:
51-0152562
Software ID:
25022248
Software Version:
25.0.1.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
HUNTINGTON BANK INVSMT MNGMT FEES 119,100 119,100    
IT SECURITY 1,544 618   926
WEBSITE REDESIGN 12,995     12,995


TY 2025 TaxesSchedule
Name:
ALLEN FOUNDATION
EIN:
51-0152562
Software ID:
25022248
Software Version:
25.0.1.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAX ON INVESTMENT INCOME 22,113