R E and Joan S Allen Foundation Inc

Private foundation · Grantmaker Stuart, FL EIN: 65-0225533

R E and Joan S Allen Foundation Inc is a private foundation based in Stuart, Florida. Its 2025 filing lists grants primarily to individual recipients in Ohio, with scholarship purposes among the largest grants.

R E and Joan S Allen Foundation Inc at a glance

In short: R E and Joan S Allen Foundation Inc gave $140K across 114 grants in 2025 (avg $1K), mostly in Ohio. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$140,000
+9.8% vs 2024
Grants made (2025)
114
+37.3% vs 2024
Average grant
$1,228
-20.1% vs 2024
Median grant
$1,000
Total assets
$2,268,063
+29.7% vs 2024
Primary geography
Ohio (98% of itemized 2025 grant dollars)
Latest 990 filing
Form 990-PF, 2025 View filing

Data from IRS Form 990-PF, 2025; updated October 2026.

How to apply to R E and Joan S Allen Foundation Inc

Accepts unsolicited proposals
No
How to Apply

The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.

Contact

Mailing address: PO Box 1379, Stuart, FL 34995-1379
Phone: (423) 755-0844

Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Who R E and Joan S Allen Foundation Inc funds

How this funder distributes its grants

Grant Size Distribution

446 grants across all recorded years

446<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 446 grants of 446 (100%).

Geographic Focus

Where this funder awards grants

In 2025, Ohio accounted for 98% of grant dollars, while New York and Florida each accounted for 1%.

Grant Distribution by State

3states

Share of 2025 grant dollars across all 114 itemized grants.

Cities

KentonAdaAlgerArlingtonBelle CenterBellefontaineDunkirkElyriaFindlayForestHarrodLakeviewLimaLumaMt BlanchardMt VictoryNew Smyrna BeachNew YorkNorth LewisburgOak Harbor

How R E and Joan S Allen Foundation Inc gives

  • Giving held roughly steady from 2022 to 2025 (+12%). Method
  • In 2025 it paid out 111% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K64 grants2020 81 grants2021 85 grants2022 83 grants2023 83 grants2024 114 grants2025

From 2020 to 2025, annual grant giving ranged from $125K (2022) to $140K (2025). In 2025 it made 114 grants totaling $140K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
50 individual scholarships Recipients not named —$76,000
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$2,268,063$688,343$168,898$140,000114$138,553$647,598$124,926
2024$1,748,618$104,864$159,239$127,50083$130,779$72,473$131,888
2023$1,797,493$179,699$161,958$129,00083$132,380$149,354$116,323
2022$1,777,752$218,122$160,421$125,00085$127,379$184,747$117,040
2021$1,720,051$97,426$159,846$127,00081$129,275$62,241$120,111
2020$1,554,850$128,119$223,726$133,50064—$45,768$108,902

Under IRS private-foundation payout rules, R E and Joan S Allen Foundation Inc reported a distributable amount of $125K for 2025 — the minimum it must pay out in qualifying distributions.

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

Mission & Focus Areas

The available grant information does not state a mission. In the 2025 filing, the largest listed grants were to individual recipients for “CHARITABLE PURPOSE SCHOLARSHIP.”

Grantmaking

In filing year 2025, the foundation reported 114 grants totaling $140,000. Grant amounts ranged from $1,000 to $2,000, with a median of $1,000. The largest listed grants were twelve grants of $2,000 each to individual recipients in Ohio for “CHARITABLE PURPOSE SCHOLARSHIP.”

Leadership & Key People

Leadership team and compensation from IRS filings

The 2025 filing lists Rex Allen as president, Richard Allen as vice president, Laura Jefferies as secretary/treasurer, and Karen Allen as executive director.

R E and Joan S Allen Foundation Inc is led by Karen Allen, Executive Director since 2024 (on filings since 2020); none of the 4 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Karen Allen

    Executive Director

    Secretary → Executive Director, 2024

    On filings since 2020

    6 hrs/week

    No compensation reported

  • Rex Allen

    President

    Vice President → President, 2022

    On filings since 2020

    No compensation reported

  • Richard Allen

    Vice President

    On filings since 2020

    No compensation reported

  • Laura Jefferies

    Secretary & Treasurer

    On filings since 2024

    No compensation reported

Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about R E and Joan S Allen Foundation Inc

How much does R E and Joan S Allen Foundation Inc give each year?

R E and Joan S Allen Foundation Inc gave $140K across 114 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $128K across 83 grants.

What is R E and Joan S Allen Foundation Inc's typical grant size?

R E and Joan S Allen Foundation Inc's median grant in 2025 was $1,000, and its average grant was $1,228, across 114 grants on its 2025 IRS Form 990-PF.

Where does R E and Joan S Allen Foundation Inc give grants?

R E and Joan S Allen Foundation Inc gives mostly in Ohio: 98% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there.

How large is R E and Joan S Allen Foundation Inc?

R E and Joan S Allen Foundation Inc reported $2.3M in total assets on its 2025 IRS Form 990-PF. It paid out $139K in qualifying distributions that year, against a required minimum of $125K (roughly 5% of its investment assets).

What does R E and Joan S Allen Foundation Inc fund?

The available grant information does not state a mission. In the 2025 filing, the largest listed grants were to individual recipients for “CHARITABLE PURPOSE SCHOLARSHIP.” See mission & focus areas ↑

How do I apply for a grant from R E and Joan S Allen Foundation Inc?

The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

What is R E and Joan S Allen Foundation Inc's EIN?

R E and Joan S Allen Foundation Inc's EIN (Employer Identification Number) is 65-0225533. IRS Form 990 filing data is available on this page for 2020–2025.

Does R E and Joan S Allen Foundation Inc accept unsolicited proposals?

No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑

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

Data update history

(2)

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2025 (received by the IRS July 27, 2026)
  2. IRS filings on file for fiscal years 2020–2024

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from R E and Joan S Allen Foundation Inc's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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