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Nonprofit · EIN 39-1708035

ALLEN FOUNDATION

Also known as C-O WILLIAM A ABBOTT

Tax-exempt · APPLETON, WI 54914

Financials

$673K$1.1M2023$1.1M$976K2024$1.7M$1.5M2025
Revenue Expenses · by fiscal year end
Financials of ALLEN FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$1,711,444$1,543,804$167,640$16,148,601$0$16,148,601
December 31, 2024990-PF$1,080,320$975,987$104,333$15,985,456$0$15,985,456
December 31, 2023990-PF$672,643$1,120,482-$447,839$15,888,978$0$15,888,978
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$627,506
Net gain from sales of assets
$1,076,401
Other income
$7,537

Expenses

Grants and similar amounts paid
$1,175,000
Compensation of officers, directors and key employees
$49,153
Disbursements for charitable purposes
$1,391,287
Excise tax on investment income
$21,954

Balance sheet and other

Total assets, start of year
$15,985,456
Total assets, end of year
$16,148,601
Total liabilities, end of year
$0
Net assets, end of year
$16,148,601
Fair market value of assets
$20,825,267
Qualifying distributions
$1,391,287
Net investment income
$1,703,907

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, 2025, highest compensation first.

NameTitleHours / weekCompensation
FIDUCIARY PARTNERS TRUST COMPANY
3913 W PROSPECT AVE SUITE 201, APPLETON, WI 54914
TRUSTEE2$49,153
DAVID A CASAROTTO
PO BOX 171319, SALT LAKE CITY, UT 84117
CHAIRMAN0$0
DANIELLA CASAROTTO
PO BOX 171319, SALT LAKE CITY, UT 84117
BOARD MEMBER0$0
RYAN J DELUCCA
PO BOX 171319, SALT LAKE CITY, UT 84117
BOARD MEMBER0$0
990-PF for the year ended December 31, 2024: 5 people
NameTitleHours / weekCompensation
JP MORGAN CHASE BANK NA
10 S DEARBORN ST MC IL 1-0111, CHICAGO, IL 60653
TRUSTEE2$45,148
FIDUCIARY PARTNERS TRUST COMPANY
3913 W PROSPECT AVE SUITE 201, APPLETON, WI 54914
TRUSTEE0.2$7,786
DAVID A CASAROTTO
PO BOX 171319, SALT LAKE CITY, UT 84117
CHAIRMAN0$0
DANIELLA CASAROTTO
PO BOX 171319, SALT LAKE CITY, UT 84117
BOARD MEMBER0$0
RYAN J DELUCCA
PO BOX 171319, SALT LAKE CITY, UT 84117
BOARD MEMBER0$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
JP MORGAN CHASE BANK NA
10 S DEARBORN ST MC IL 1-0111, CHICAGO, IL 60603
TRUSTEE2$133,470
ALLAN BRINKERHOFF
5566 WALKER WOODS LANE, SALT LAKE CITY, UT 84117
CO-TRUSTEE2$0
DAVID CASAROTTO
PO BOX 171319, SALT LAKE CITY, UT 84117
CO-TRUSTEE2$0

Address and contacts

Address (IRS master file)
3913 W PROSPECT AVE STE 201, APPLETON, WI 54914-8797
In care of
% HUGH H BELL
Signed the 990-PF
FIDUCIARY PARTNERS TRUST COMPANY, TRUSTEE
Phone
(920) 380-9960
Return prepared by
HAWKINS ASH CPAS 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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
39-1708035
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
1991
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$16,148,601
Income (IRS master file)
$9,146,264

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025–––IRS
990-PFDecember 2024–––IRS
990-PFDecember 2023$672,643$1,120,482$15,888,978IRS
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.

Questions about ALLEN FOUNDATION

What is the EIN of ALLEN FOUNDATION?
The employer identification number (EIN) of ALLEN FOUNDATION is 39-1708035.
Is ALLEN FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1991.
Are donations to ALLEN FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does ALLEN FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of ALLEN FOUNDATION due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did ALLEN FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of ALLEN FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 4 people; 1 received compensation from the organization, the highest $49,153 (FIDUCIARY PARTNERS TRUST COMPANY, TRUSTEE).
How much revenue does ALLEN FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,711,444, expenses of $1,543,804 and total assets of $16,148,601 at year end.

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