Bill and Sharon Allen Family Foundation

CHARLOTTE, NC EIN: 20-5854617

The Bill and Sharon Allen Family Foundation is a private foundation based in Charlotte, North Carolina. Established in 2006, the foundation serves the greater good of communities by supporting nonprofit activities throughout the Charlotte region. The foundation is supported by Bill Allen.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$22.1M

+7.5% YoY

Annual Giving

$1.1M

+0.3% YoY

Grant Count

29

-3.3% YoY

Avg Grant Size

$37K

+3.7% YoY

Under IRS private-foundation payout rules, Bill and Sharon Allen Family Foundation reported a distributable amount of $1.2M for 2024 — the minimum it must pay out in qualifying distributions.

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

The foundation's core values are inclusion, integrity, innovation, impact, and results. The foundation is proud to fund nonprofit organizations and programs that promote fun, active, and healthy lifestyles for youth in the communities it serves.

Primary funding areas include:

  • Youth development and education programs
  • Health and fitness initiatives
  • Sports and recreation programs for underserved populations
  • Community-based nonprofit activities

Grantmaking

The foundation made 29 grants in 2023, with total giving of $1,070,000. Typical grant awards range from $1,000 to $330,000.

How to Apply

**

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Geographic Focus

Where this funder awards grants

The foundation primarily funds organizations in the Charlotte region and greater North Carolina area.

Grant Distribution by State

7states

Cities

ArlingtonBarreCaryCharlotteCherryvilleChicagoGastoniaMatthewsN CharlestonPittsburghSuwanee

Financial History

Multi-year comparison from IRS filings

As of December 2023:

  • Total assets: $20,585,001
  • Total revenues: $2,042,958
  • Total expenses: $1,300,291
  • Total grants made: $962,000 (29 grants)

Revenue Breakdown (2023):

  • Grants, contributions, etc.: $500,879
  • Investment income and dividends: $445,537
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$1M$2M$4M$5M20202021202220232024
Metric202420232022
Total Assets$22,132,258$20,585,001$19,983,632
Revenue$3,444,830$2,042,958$2,013,539
Expenses$1,332,568$1,300,291$1,408,947
Qualifying Distributions$1,084,250$1,069,200$1,109,125
Net Investment Income$2,422,391$1,311,673$1,387,951
Distributable Amount$1,235,470$1,076,495$1,069,545

Giving Over Time

Total grant dollars and number of grants per year

$0$277K$554K$830K$1M29 grants202030 grants202132 grants202230 grants202329 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Arts Plus$270KParamount Institute of C…$200KKnothole Foundation$100KCarolina Thread Trail$36KPIRATES CHARITIES$30KRIGHT MOVES FOR YOUTH INC$30KYMCA OF GREATER CHARLOTTE$30KPHILIPS ACADEMY OF NORTH…$30KCHARLOTTE KNIGHTS CHARIT…$30KGood Samaritan Haven$30K

Grant Size Distribution

150 grants across all recorded years

135<$50K2$50–100K10$100–250K3$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Arts Plus ($270,000), Paramount Institute of Cosmetic Arts ($200,000), Knothole Foundation ($100,000).

RecipientPurposeAmount
EXTRA MILE EDUCATION FOUNDATION PITTSBURGH, PAFINANCIAL ASSISTANCE AND SCHOLARSHIP SUPPORT TO UNDER-RESOURCED CHILDREN FOR PAROCHIAL SCHOOLS$2,500
LIFESPAN INC CHARLOTTE, NCENRICHMENT OPPORTUNITUES FOR CHILDREN AND ADULTS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES$25,000
GIRLS ON THE RUN INTERNATIONAL CHARLOTTE, NCPROGRAMS FOR PRETEEN GIRLS$15,000
CLASSROOM CENTRAL CHARLOTTE, NCCOLLECTS AND DISTRIBUTES FREE SCHOOL SUPPLIES$20,000
Carolina Thread Trail CharLOTTE, NCassist communities plan and develop connecting trails in a 15 county area surrounding Charlotte$35,500
PIRATES CHARITIES PITTSBURGH, PAYOUTH HEALTH, FITNESS, AND EDUCATION PROGRAMS$30,000
RIGHT MOVES FOR YOUTH INC CHARLOTTE, NCWORK WITH STUDENTS TO IMPROVE SCHOOL ATTENDANCE, IMPROVE BEHAVIOR, AND ENGAGE IN EDUCATION.$30,000
TRIPS FOR KIDS Charlotte, NCOperational Support$15,000
Arts Plus CHARLOTTE, NCARTS EDUCATION ORGANIZATION$270,000
YMCA OF GREATER CHARLOTTE CHARLOTTE, NCHEALTH, FITNESS, AND EDUCATION PROGRAMS$30,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

No officer/director data available.

Contact Information

  • Address: 810 Colville Road, Charlotte, NC 28207-2312
  • Telephone: 704-375-5937
  • Website: basaff.org

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What does Bill and Sharon Allen Family Foundation fund?

The foundation's core values are inclusion, integrity, innovation, impact, and results. The foundation is proud to fund nonprofit organizations and programs that promote fun, active, and healthy lifestyles for youth in the communities it serves. Primary funding areas include: • Youth development and education programs • Health and fitness initiatives • Sports and recreation programs for underserved populations • Community-based nonprofit activities

How do I apply for a grant from Bill and Sharon Allen Family Foundation?

**Grant Activity:** The foundation made 29 grants in 2023, with total giving of $1,070,000. Typical grant awards range from $1,000 to $330,000. **Recent Grants (2023):** • YMCA of Greater Charlotte: $180,000 (Health, Fitness, and Education Programs) • Knothole Foundation: $100,000 (Promote Baseball in Underserved Communities) • Charlotte Knights Charities: $30,000 (Health, Fitness, and Education Programs) **Application Process:** The foundation is not accepting unsolicited applications at this …

Where does Bill and Sharon Allen Family Foundation make grants?

The foundation primarily funds organizations in the Charlotte region and greater North Carolina area.

What size grants does Bill and Sharon Allen Family Foundation award?

In 2024, Bill and Sharon Allen Family Foundation awarded 29 grants totaling $1.1M — an average of about $37K per grant, based on its IRS Form 990 filings.

How much is Bill and Sharon Allen Family Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Bill and Sharon Allen Family Foundation reported a distributable amount of $1.2M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Bill and Sharon Allen Family Foundation's EIN?

Bill and Sharon Allen Family Foundation's EIN (Employer Identification Number) is 20-5854617. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

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