R E And Joan S Allen Foundation Inc

Chattanooga, TN
Tax-exempt since Oct. 1992
EIN: 65-0225533

Receive an email when new data is available for this organization.

Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$105k (2024)

Expenses

$159k (2024)

Total Assets

$1.75M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$104,864

Expenses

$159,239

Net Income

-$54,375

Net Assets

$1,748,618

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$77,266	73.7%
Sales of Assets	$27,598	26.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$130,779	82.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,748,618
Total Liabilities	$0
Net Assets	$1,748,618

Compensation

Key Employees and Officers	Compensation	Other
Rex Allen (President)	$0	$0
Richard Allen (Vice President)	$0	$0
Laura Jefferies (Secretary/Treasurer)	$0	$0
Karen Allen (Executive Director)	$0	$0

+ View more people

990-PF

Filed on July 30, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$179,699

Expenses

$161,958

Net Income

$17,741

Net Assets

$1,797,493

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$72,415	40.3%
Sales of Assets	$107,284	59.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$132,380	81.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,797,493
Total Liabilities	$0
Net Assets	$1,797,493

Compensation

Key Employees and Officers	Compensation	Other
Karen Allen (Secretary)	$0	$0
Richard Allen (Vice President)	$0	$0
Rex Allen (President)	$0	$0

990-PF

Filed on June 3, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2022

Revenue

$218,122

Expenses

$160,421

Net Income

$57,701

Net Assets

$1,777,752

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$64,601	29.6%
Sales of Assets	$153,521	70.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$127,379	79.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,777,752
Total Liabilities	$0
Net Assets	$1,777,752

Compensation

Key Employees and Officers	Compensation	Other
Karen Allen (Secretary)	$0	$0
Richard Allen (Vice President)	$0	$0
Rex Allen (President)	$0	$0

990-PF

Filed on March 18, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$97,426

Expenses

$159,846

Net Income

-$62,420

Net Assets

$1,720,051

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5,470	5.6%
Dividends	$49,538	50.8%
Sales of Assets	$42,418	43.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$129,275	80.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,720,051
Total Liabilities	$0
Net Assets	$1,720,051

Compensation

Key Employees and Officers	Compensation	Other
Karen Allen (Secretary)	$0	$0
Richard Allen (Vice President)	$0	$0
Rex Allen (Vice President)	$0	$0

990-PF

Filed on Oct. 3, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2020

Revenue

$128,119

Expenses

$223,726

Net Income

-$95,607

Net Assets

$1,554,849

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$8,182	6.4%
Dividends	$51,620	40.3%
Sales of Assets	$66,825	52.2%
Other Income	$1,492	1.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$136,399	61.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,554,850
Total Liabilities	$1
Net Assets	$1,554,849

Compensation

Key Employees and Officers	Compensation	Other
Karen Allen (Secretary)	$0	$0
Richard Allen (Vice President)	$0	$0
Rex Allen (Vice President)	$0	$0

990-PF

Filed on Nov. 15, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2019

Revenue

$1,139,928

Expenses

$100,408

Net Income

$1,039,520

Net Assets

$1,839,226

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,006,029	88.3%
Interest Revenue	$0
Dividends	$41,442	3.6%
Sales of Assets	$92,457	8.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$82,588	82.3%
Compensation of Officers*	$9,000	9.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,839,227
Total Liabilities	$1
Net Assets	$1,839,226

Compensation

Key Employees and Officers	Compensation	Other
Karen Allen (Executive Director)	$9,000	$0
Rex Allen (President)	$0	$0
Richard S Allen (Vice President)	$0	$0
Laura Jefferies (Secretary/Treasurer)	$0	$0

+ View more people

990-PF

Filed on Nov. 16, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2018

Revenue

$71,046

Expenses

$121,372

Net Income

-$50,326

Net Assets

$816,575

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$3,000	4.2%
Interest Revenue	$0
Dividends	$35,901	50.5%
Sales of Assets	$28,654	40.3%
Other Income	$3,491	4.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$97,000	79.9%
Compensation of Officers*	$9,000	7.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$816,575
Total Liabilities	$0
Net Assets	$816,575

Compensation

Key Employees and Officers	Compensation	Other
Karen Allen (Secretary)	$9,000	$0
Re Allen (President)	$0	$0
Richard Allen (Vice President)	$0	$0
Rex Allen (Vice President)	$0	$0

+ View more people

990-PF

Filed on Nov. 15, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$72,568

Expenses

$91,987

Net Income

-$19,419

Net Assets

$874,913

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$3,000	4.1%
Interest Revenue	$0
Dividends	$34,472	47.5%
Sales of Assets	$30,946	42.6%
Other Income	$4,150	5.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$63,000	68.5%
Compensation of Officers*	$9,000	9.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$874,913
Total Liabilities	$0
Net Assets	$874,913

Compensation

Key Employees and Officers	Compensation	Other
Karen Allen (Secretary)	$9,000	$0
Re Allen (President)	$0	$0
Richard Allen (Vice President)	$0	$0
Rex Allen (Vice President)	$0	$0

+ View more people

990-PF

Filed on Nov. 14, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$52,977

Expenses

$89,785

Net Income

-$36,808

Net Assets

$894,332

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$3,000	5.7%
Interest Revenue	$0
Dividends	$35,097	66.2%
Sales of Assets	$11,630	22.0%
Other Income	$3,250	6.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$66,250	73.8%
Compensation of Officers*	$9,000	10.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$894,332
Total Liabilities	$0
Net Assets	$894,332

Compensation

Key Employees and Officers	Compensation	Other
Karen Allen (Secretary)	$9,000	$0
Re Allen (President)	$0	$0
Richard Allen (Vice President)	$0	$0
Rex Allen (Vice President)	$0	$0

+ View more people

990-PF

Filed on Nov. 16, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$75,019

Expenses

$89,482

Net Income

-$14,463

Net Assets

$931,140

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$20,000	26.7%
Interest Revenue	$0
Dividends	$33,836	45.1%
Sales of Assets	$21,183	28.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$66,881	74.7%
Compensation of Officers*	$9,000	10.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$931,140
Total Liabilities	$0
Net Assets	$931,140

Compensation

Key Employees and Officers	Compensation	Other
Karen Allen (Secretary)	$9,000	$0
Re Allen (President)	$0	$0
Richard Allen (Vice President)	$0	$0
Rex Allen (Vice President)	$0	$0

+ View more people

990-PF

Filed on May 5, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$71,991

Expenses

$83,664

Net Income

-$11,673

Net Assets

$945,603

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$20,500	28.5%
Interest Revenue	$0
Dividends	$37,048	51.5%
Sales of Assets	$14,443	20.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$61,750	73.8%
Compensation of Officers*	$9,000	10.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$945,603
Total Liabilities	$0
Net Assets	$945,603

Compensation

Key Employees and Officers	Compensation	Other
Karen Allen (Secretary)	$9,000	$0
Re Allen (President)	$0	$0
Richard Allen (Vice President)	$0	$0
Rex Allen (Vice President)	$0	$0

+ View more people

990-PF

Filed on May 12, 2015

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$76,802

Expenses

$68,236

Net Income

$8,566

Net Assets

$957,276

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$14,850	19.3%
Interest Revenue	$0
Dividends	$34,703	45.2%
Sales of Assets	$26,999	35.2%
Other Income	$250	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$48,750	71.4%
Compensation of Officers*	$9,000	13.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$957,276
Total Liabilities	$0
Net Assets	$957,276

Compensation

Key Employees and Officers	Compensation	Other
Karen Allen (Secretary)	$9,000	$0
Re Allen (President)	$0	$0
Richard Allen (Vice President)	$0	$0
Rex Allen (Vice President)	$0	$0

+ View more people

990-PF

Filed on May 14, 2014

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$70,707

Expenses

$72,902

Net Income

-$2,195

Net Assets

$948,709

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$12,400	17.5%
Interest Revenue	$0
Dividends	$32,356	45.8%
Sales of Assets	$25,951	36.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$48,000	65.8%
Compensation of Officers*	$9,000	12.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$948,710
Total Liabilities	$1
Net Assets	$948,709

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$75,726

Expenses

$74,884

Net Income

$842

Net Assets

$950,904

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$11,050	14.6%
Interest Revenue	$0
Dividends	$29,203	38.6%
Sales of Assets	$35,473	46.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$52,250	69.8%
Compensation of Officers*	$9,000	12.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$950,905
Total Liabilities	$1
Net Assets	$950,904

990-PF

Primary tax return for a private foundation's activities, finances, and governance

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

Raw filing data. Includes EINs and summary financials as structured data.
Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

See an issue with the data?

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated January 26, 2026

R E And Joan S Allen Foundation Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $105k (2024)

Expenses $159k (2024)

Total Assets $1.75M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$105k (2024)

Expenses

$159k (2024)

Total Assets

$1.75M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001