Funder DirectoryBill and Sharon Allen Family Foundation
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Private foundation (trust)EIN 205854617Est. 2007-03

Bill and Sharon Allen Family Foundation

Charlotte, NC 28207

Total Assets

$27.0M

FY 2024

Annual Giving

$1.1M

FY 2024

Grants Made

29

FY 2024

Avg Grant

$37K

FY 2024

Grant Range

$1K–$270K

Typical

Deadlines

Applications

Focus Areas

Private Grantmaking Foundations

Financial Snapshot

2024 filing

Total Revenue

$3.4M

Total Expenses

$1.3M

Qualifying Distributions

$1.1M

Distributable Amount

$1.2M

Min. Investment Return

$1.3M

Undistributed Income

$1.2M

Payout rate 88%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.88%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

29 grants

Grant sizes from minimum $1K through median $20K to maximum $270K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

4 years

Giving over time from 2020 to 2024. Peak $1.1M in 2022. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

120 grants

Arts Plus
$580K
4 grants
YMCA OF GREATER CHARLOTTE
$570K
4 grants
Knothole Foundation
$429K
4 grants
DISCOVERY PLACE
$300K
2 grants
Paramount Institute of Cosmetic Arts
$200K
1 grant
RIGHT MOVES FOR YOUTH INC
$130K
4 grants
PHILIPS ACADEMY OF NORTH CAROLINA INC
$130K
4 grants
PIRATES CHARITIES
$120K
4 grants

Grant Size Distribution

120 grants

<$10K
21
grants
$10–50K
88
grants
$50–250K
8
grants
$250K–1M
3
grants
$1–5M
$5M+

Geographic Focus

5 states

North Carolina
$3.7M
93% of total
Pennsylvania
$139K
3% of total
Vermont
$85K
2% of total
South Carolina
$55K
1% of total
Georgia
$6K
0% of total

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Bill and Sharon Allen Family Foundation — Grants, Financials & Contact | Grantivo