Nonprofit · EIN 35-6867269
ALLEN FOUNDATION TR
Also known as JOSEPH ALLEN TTEE
Tax-exempt · BOCA RATON, FL 33431
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $231,769 | $541,043 | -$309,274 | $3,335,861 | $0 | $3,335,861 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $156,024
- Net gain from sales of assets
- $66,110
- Other income
- $9,635
Expenses
- Grants and similar amounts paid
- $511,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $512,260
- Excise tax on investment income
- $2,822
Balance sheet and other
- Total assets, start of year
- $3,756,885
- Total assets, end of year
- $3,335,861
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,335,861
- Fair market value of assets
- $3,763,656
- Qualifying distributions
- $512,260
- Net investment income
- $231,769
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOSEPH ALLEN C/O ANCHIN 2255 GLADES RD STE 111E, BOCA RATON, FL 33431 | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- CO ANCHIN 2255 GLADES RD STE 111E, BOCA RATON, FL 33431-0000
- In care of
- % KATHY MILLARD
- Signed the 990-PF
- JOSEPH ALLEN, TRUSTEE
- Phone
- (561) 287-9500
- Return prepared by
- ANCHIN BLOCK & ANCHIN LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | Check at the IRS |
IRS record
- EIN
- 35-6867269
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2011
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $3,335,861
- Income (IRS master file)
- $2,116,138
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $231,769 | $541,043 | $3,335,861 | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 35-6867269).
Questions about ALLEN FOUNDATION TR
- What is the EIN of ALLEN FOUNDATION TR?
- The employer identification number (EIN) of ALLEN FOUNDATION TR is 35-6867269.
- Is ALLEN FOUNDATION TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
- Are donations to ALLEN FOUNDATION TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ALLEN FOUNDATION TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ALLEN FOUNDATION TR due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ALLEN FOUNDATION TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of ALLEN FOUNDATION TR?
- The 990-PF for the year ended December 31, 2024 lists 1 person; 0 received compensation from the organization.
- How much revenue does ALLEN FOUNDATION TR have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $231,769, expenses of $541,043 and total assets of $3,335,861 at year end.
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