2025-11-10T13:38:09+00:00 2024-12-31 440160260 Forvis Mazars LLP 500 Ridgefield Court Asheville NC 28806 990PF 2024-01-01 205854617 Bill and Sharon Allen Family Foundation BILL 7043755937 810 Colville Road Charlotte NC 28207 William Allen President/Director 7043755937 2025-11-10 true true Amy Bibby P00445891 8282542254 2025-11-07 2024 2025-03-06 01:10:19Z X 27000305 X 774121 226491 226491 301633 301633 1806357 7699452 1806357 0 0 0 336228 336228 0 3444830 2670709 0 0 0 0 0 4500 2250 0 2250 235977 223977 0 12000 3155 3155 0 0 0 0 0 18936 18936 0 0 262568 248318 0 14250 1070000 1070000 1332568 248318 0 1084250 2112262 2422391 0 378754 719425 719425 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 12676750 13812999 18612425 5399813 5087743 5156364 0 0 0 0 2129684 2512091 2512091 0 0 0 0 0 0 0 20585001 22132258 27000305 0 0 0 0 0 0 X 1224065 1224065 19360936 20908193 20585001 22132258 20585001 22132258 20585001 2112262 0 22697263 565005 22132258 UBS - ST Publically Traded Securities P 2024-12-31 1105308 1096458 8850 0 8850 UBS - LT Publically Traded Securities P 2024-12-31 5664857 4019022 1645835 0 1645835 PNC - ST Publically Traded Securities P 2024-12-31 501767 453324 48443 0 48443 PNC - LT Publically Traded Securities P 2024-12-31 427521 324292 103229 0 103229 1806357 33671 0 33671 33671 8216 0 8216 X 1250 26705 0 false false false 0 0 0 false false false false true true NC true false false false false true N/A Bill Allen 7043755937 810 Colville Road Charlotte NC 28207 false false false false false false false false false false false false false false false false false false false false false JEFFREY SCRIBNER 4500 CAMERON VALLY PKWY 400 CHARLOTTE NC 28211 TRUST OFFICER 0 0 0 0 BILL ALLEN 810 Colville Road Charlotte NC 28207 PRESIDENT/DIRECTOR 0 0 0 0 0 0 0 22762142 644471 2362748 25769361 0 25769361 386540 25382821 1269141 1269141 33671 33671 1235470 1235470 1235470 1084250 0 0 1084250 1235470 1074288 2020 0 0 0 0 0 0 0 1084250 1074288 0 0 9962 0 0 0 0 0 0 1225508 0 0 0 0 0 0 0 0 BILL ALLEN PRESIDENT AND DIRECTOR X EXTRA MILE EDUCATION FOUNDATION TWO GATEWAY CENTER SUITE 348 603 PITTSBURGH PA 15222 NONE PC FINANCIAL ASSISTANCE AND SCHOLARSHIP SUPPORT TO UNDER-RESOURCED CHILDREN FOR PAROCHIAL SCHOOLS 2500 LIFESPAN INC 200 CLANTON ROAD CHARLOTTE NC 28217 NONE PC ENRICHMENT OPPORTUNITUES FOR CHILDREN AND ADULTS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES 25000 GIRLS ON THE RUN INTERNATIONAL 120 COTTAGE PLACE CHARLOTTE NC 28207 NONE PC PROGRAMS FOR PRETEEN GIRLS 15000 CLASSROOM CENTRAL 2116 WILKINSON BLVD CHARLOTTE NC 28208 NONE PC COLLECTS AND DISTRIBUTES FREE SCHOOL SUPPLIES 20000 Carolina Thread Trail 4530 Park Rd Suite 420 CharLOTTE NC 28209 nONE PC assist communities plan and develop connecting trails in a 15 county area surrounding Charlotte 35500 PIRATES CHARITIES 115 FEDERAL STREET PITTSBURGH PA 15212 NONE PC YOUTH HEALTH, FITNESS, AND EDUCATION PROGRAMS 30000 RIGHT MOVES FOR YOUTH INC 2211 W MOREHEAD STREET CHARLOTTE NC 28208 NONE PC WORK WITH STUDENTS TO IMPROVE SCHOOL ATTENDANCE, IMPROVE BEHAVIOR, AND ENGAGE IN EDUCATION. 30000 TRIPS FOR KIDS 812 Atando Ave Charlotte NC 28206 None PC Operational Support 15000 Arts Plus 345 N COLLEGE ST 413 CHARLOTTE NC 28202 NONE PC ARTS EDUCATION ORGANIZATION 270000 YMCA OF GREATER CHARLOTTE 8100 OLD MALLARD CREEK ROAD CHARLOTTE NC 28262 NONE PC HEALTH, FITNESS, AND EDUCATION PROGRAMS 30000 BRIGHT BLESSINGS 1150-C CREWS ROAD MATTHEWS NC 28105 NONE PC SUPPORT FOR HOMELESS CHILDREN 15000 CAMP LUCK INC 5655 COHN EAKER ROAD CHERRYVILLE NC 28021 NONE PC PROVIDES SUPPORT FOR FAMILIES AND YOUTH CAMP PROGRAM 15000 Knothole Foundation 7531 Tuckaseegee Rd Charlotte NC 28214 NONE PC Promote baseball in underserved communities 100000 ALEXANDER YOUTH NETWORK 6220 THERMAL ROAD CHARLOTTE NC 28211 NONE PC CHILDREN'S BEHAVIORAL HEALTHCARE 15000 PHILIPS ACADEMY OF NORTH CAROLINA INC 3115 PROVIDENCE ROAD CHARLOTTE NC 28211 NONE PC SCHOOL FOR STUDENTS WITH LEARNING DISABILITIES AND AUTISM 30000 CHARLOTTE KNIGHTS CHARITIES 324 S MINT STRET CHARLOTTE NC 28202 NONE PC HEALTH, FITNESS, AND EDUCATION PROGRAMS 30000 FURNISH FOR GOOD 3420 - A St Vardell Ln Charlotte NC 28217 None PC Operational Support 20000 Montour Trail Council 2589 Boyce Plaza Rd Pittsburgh PA 15241 None PC Operational Support 1000 charlotte speech and hearing center 741 Kenilworth Ave Ste 100 charLOTTE NC 28204 NOnE PC Support speach -language and hearing services to those in need 20000 Freedom communities 2225 Freedom Dr Suite 5 CharLOTTE NC 28208 nONE PC a family centered community transformation organization in the Freedom Drive corridor of West Charlotte 20000 Charlotte's Finest Legacy Foundation PO Box 34742 Charlotte NC 28234 None PC Operational Support 1000 Least of These Carolinas 4100 E Franklin Blvd Gastonia NC 28056 None PC Operational Support 25000 Paramount Institute of Cosmetic Arts 602 Dr MLK Jr Way Gastonia NC 28052 None PC Operational Support 200000 Spokes Group 6009 Old Well House Rd Charlotte NC 28226 NONE PC Putting underprivileged young people on community bikes 15000 Joe Martin ALS 100 N Tryon St 3420 Charlotte NC 28202 NONE PC Overnight summer camp for kids with ALS 15000 Bike Walk NC PO Box 531 Cary NC 27512 NONE PC Operational Support 15000 Low Country Orphan Relief PO Box 70185 N Charleston SC 29415 NONE PC Operational Support 15000 Pat's Place 901 East Blvd CHARLOTTE NC 28203 NONE PC Operational Support 15000 Good Samaritan Haven PO Box 1104 Barre VT 05641 NONE PC Operational Support 30000 1070000 0 14 226491 14 301633 14 336228 18 1806357 0 2670709 0 2670709 false false false false false false false false false false X X 1 BILL & Sharon ALLEN 810 COLVILLE ROAD CHARLOTTE NC 28207 200000 X 2 BILL & Sharon ALLEN 810 COLVILLE ROAD CHARLOTTE NC 28207 574121 X 2 4187 SHARES OF NVIDIA CORP 574121 2024-06-28 ACCOUNTING FEES 4500 2250 2250 TOTAL CORPORATE BONDS 5087743 5156364 TOTAL CORPORATE STOCKS 13812999 18612425 SALEM III INVESTMENTS FMV 560077 560077 PNC BANK CD/MMA FMV 149343 149343 SALEM IV INVESTMENTS FMV 662233 662233 Salem V Investments FMV 830899 830899 Salem VI Investments FMV 309539 309539 capital gain / loss adjustment 565005 Other Deductions from Salem Investment Partners III, LLC 1558 1558 Other Deductions from Salem Investment Partners IV, LLC 3611 3611 Other Deductions from Salem Investment Partners V, LLC 9314 9314 Other Deductions from Salem Investment Partners VI, LLC 4417 4417 Bank Service Charge 36 36 Income from Salem Investment Partners III, LP 13482 13482 Income from Salem Investment Partners IV, LP 150408 150408 Income from Salem Investment Partners V, LP 158382 158382 Income from Salem Investment Partners VI, LP 13956 13956 CUSTODIAN FEES 187977 187977 BOOKKEEPING FEES 48000 36000 12000 FOREIGN TAXES 3155 3155