Allen Family Foundation Inc

STUART, FL EIN: 65-0783002

Allen Family Foundation Inc is a private foundation focused on Religion Related, based in STUART, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $836K in total assets. In 2024, it awarded 13 grants totaling $43K. Net investment income was $20K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$836K

+2.7% YoY

Annual Giving

$43K

-4.4% YoY

Grant Count

13

-7.1% YoY

Avg Grant Size

$3K

+2.9% YoY

Under IRS private-foundation payout rules, Allen Family Foundation Inc reported a distributable amount of $49K for 2024 — the minimum it must pay out in qualifying distributions.

About Allen Family Foundation Inc

Based on IRS filings

Allen Family Foundation Inc is a private foundation focused on Religion Related, based in STUART, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $836K in total assets. In 2024, it awarded 13 grants totaling $43K. Net investment income was $20K.

Focus Areas

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

9states
+1 more states

Cities

ChattanoogaClermontClevelandDallasFort PierceFt PierceHobe SoundJensen BeachKentonLittletonLive OakMontereyPalm CityPhoenixRancho Santa FeSan DiegoSan RafaelStuartTallahasseeWashington

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$75K$149K$224K$299K20202021202220232024
Metric202420232022
Total Assets$836,355$814,185$826,495
Revenue$80,097$45,809$50,080
Expenses$57,927$58,119$77,160
Qualifying Distributions$45,608$47,234$53,193
Net Investment Income$20,240$18,379$39,415
Distributable Amount$49,307$43,483$46,451

Giving Over Time

Total grant dollars and number of grants per year

$0$13K$26K$39K$52K26 grants202026 grants202125 grants202214 grants202313 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

CLEVELAND CLINIC MARTIN …$20KHELEN WOODWARD ANIMAL CTR$5KMAKE A WISH FOUNDATION$3KHUMANE SOCIETY OF THE TR…$2KTREASURE COAST HOSPICE F…$2KTREASURE COAST FOOD BANK$2KCOMPASSION & CHOICES$2KGUIDE DOGS FOR THE BLIND$2KMEALS ON WHEELS$2KSAN DIEGO FOOD BANK$2K

Grant Size Distribution

104 grants across all recorded years

104<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Cleveland Clinic Martin Health - Barstow Reed Society ($20,000), Helen Woodward Animal Ctr ($5,000), Make a Wish Foundation ($2,500).

RecipientPurposeAmount
CLEVELAND CLINIC MARTIN HEALTH - BARSTOW REED SOCIETY STUART, FLMEDICAL CARE AND SUPPORT$20,000
COMPASSION & CHOICES LITTLETON, COSUPPORT FOR END OF LIFE MEDICAL CARE$1,500
FLORIDA SHERRIFS ASSOCIATION TALLAHASSEE, FLCOMMUNITY SUPPORT$1,000
GUIDE DOGS FOR THE BLIND SAN RAFAEL, CASEEING EYE DOGS FOR VISUALLY DISABLED$1,500
HELEN WOODWARD ANIMAL CTR RANCHO SANTA FE, CASUPPORT FOR ANIMAL CARE AND PROTECTION$5,000
HUMANE SOCIETY OF THE TREASURE COAST PALM CITY, FLSUPPORT FOR ANIMAL CARE AND PROTECTION$2,000
MAKE A WISH FOUNDATION WASHINGTON, DCCOMMUNITY SUPPORT$2,500
MEALS ON WHEELS SAN DIEGO, CAPROVIDE FOOD AND MEALS TO ELDERLY AND DISABLED$1,500
SAN DIEGO FOOD BANK SAN DIEGO, CAAID TO THE HOMELESS AND HUNGRY$1,500
SAN DIEGO RESCUE MISSION SAN DIEGO, CAAID TO THE HOMELESS AND HUNGRY$1,500

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
REX ALLENPRESIDENT
RICHARD S ALLENVICE PRESIDENT
LAURA JEFFERIESSECRETARY/TREASURER
KAREN ALLENEXECUTIVE DIRECTOR4

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Allen Family Foundation Inc?

Allen Family Foundation Inc is a private foundation focused on Religion Related, based in STUART, FL. It holds $836K in total assets as of 2024.

How large is Allen Family Foundation Inc?

As of 2024, Allen Family Foundation Inc holds $836K in total assets with $80K in annual revenue. It awarded 13 grants totaling $43K in 2024.

Where does Allen Family Foundation Inc operate?

Allen Family Foundation Inc has awarded grants in Arizona, California, Colorado, District of Columbia, Florida, New York, Ohio, Tennessee, Texas.

What size grants does Allen Family Foundation Inc award?

In 2024, Allen Family Foundation Inc awarded 13 grants totaling $43K — an average of about $3K per grant, based on its IRS Form 990 filings.

How much is Allen Family Foundation Inc required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Allen Family Foundation Inc reported a distributable amount of $49K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Allen Family Foundation Inc's EIN?

Allen Family Foundation Inc's EIN (Employer Identification Number) is 65-0783002. IRS Form 990 filing data is available on this page for 2020–2024.

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Related Funders

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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