Nonprofit · EIN 20-5854617
BILL AND SHARON ALLEN FAMILYFOUNDATION
Tax-exempt · CHARLOTTE, NC 28207
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $3,444,830 | $1,332,568 | $2,112,262 | $22,132,258 | $0 | $22,132,258 |
| December 31, 2023 | 990-PF | $2,042,958 | $1,300,291 | $742,667 | $20,585,001 | $0 | $20,585,001 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $774,121
- Dividends
- $301,633
- Interest
- $226,491
- Net gain from sales of assets
- $1,806,357
- Other income
- $336,228
Expenses
- Grants and similar amounts paid
- $1,070,000
- Disbursements for charitable purposes
- $1,084,250
- Excise tax on investment income
- $33,671
Balance sheet and other
- Total assets, start of year
- $20,585,001
- Total assets, end of year
- $22,132,258
- Total liabilities, end of year
- $0
- Net assets, end of year
- $22,132,258
- Fair market value of assets
- $27,000,305
- Qualifying distributions
- $1,084,250
- Net investment income
- $2,670,709
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEFFREY SCRIBNER 4500 CAMERON VALLY PKWY 400, CHARLOTTE, NC 28211 | TRUST OFFICER | 0 | $0 |
| BILL ALLEN 810 Colville Road, Charlotte, NC 28207 | PRESIDENT/DIRECTOR | 0 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEFFREY SCRIBNER 4500 CAMERON VALLY PKWY 400, CHARLOTTE, NC 28211 | TRUST OFFICER | 0 | $0 |
| BILL ALLEN 810 Colville Road, Charlotte, NC 28207 | PRESIDENT/DIRECTOR | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 810 COLVILLE RD, CHARLOTTE, NC 28207-2312
- Signed the 990-PF
- William Allen, President/Director
- Phone
- (704) 375-5937
- Return prepared by
- Forvis Mazars LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 20-5854617
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2007
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $22,132,258
- Income (IRS master file)
- $9,337,925
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $3,444,830 | $1,332,568 | $22,132,258 | XML |
| 990-PF | December 2023 | $2,042,958 | $1,300,291 | $20,585,001 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-5854617).
Questions about BILL AND SHARON ALLEN FAMILYFOUNDATION
- What is the EIN of BILL AND SHARON ALLEN FAMILYFOUNDATION?
- The employer identification number (EIN) of BILL AND SHARON ALLEN FAMILYFOUNDATION is 20-5854617.
- Is BILL AND SHARON ALLEN FAMILYFOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
- Are donations to BILL AND SHARON ALLEN FAMILYFOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BILL AND SHARON ALLEN FAMILYFOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BILL AND SHARON ALLEN FAMILYFOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BILL AND SHARON ALLEN FAMILYFOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of BILL AND SHARON ALLEN FAMILYFOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
- How much revenue does BILL AND SHARON ALLEN FAMILYFOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $3,444,830, expenses of $1,332,568 and total assets of $22,132,258 at year end.
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