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Nonprofit · EIN 65-0225533

R E AND JOAN S ALLEN FOUNDATION INC

Tax-exempt · STUART, FL 34995

Financials

$180K$162K2023$105K$159K2024$688K$169K2025
Revenue Expenses · by fiscal year end
Financials of R E AND JOAN S ALLEN FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$688,343$168,898$519,445$2,268,063$0$2,268,063
December 31, 2024990-PF$104,864$159,239-$54,375$1,748,618$0$1,748,618
December 31, 2023990-PF$179,699$161,958$17,741$1,797,493$0$1,797,493
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$10,400
Dividends
$81,070
Net gain from sales of assets
$578,119
Other income
$18,754

Expenses

Grants and similar amounts paid
$133,441
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$138,553
Excise tax on investment income
$9,002

Balance sheet and other

Total assets, start of year
$1,748,618
Total assets, end of year
$2,268,063
Total liabilities, end of year
$0
Net assets, end of year
$2,268,063
Fair market value of assets
$2,839,877
Qualifying distributions
$138,553
Net investment income
$677,943

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, 2025, highest compensation first.

NameTitleHours / weekCompensation
REX ALLEN
PO BOX 1379, STUART, FL 349951379
PRESIDENT0$0
RICHARD ALLEN
PO BOX 1379, STUART, FL 349951379
VICE PRESIDENT0$0
LAURA JEFFERIES
PO BOX 1379, STUART, FL 349951379
SECRETARY/TREASURER0$0
KAREN ALLEN
2150 SE GOLFVIEW LANE, STUART, FL 349961938
EXECUTIVE DIRECTOR6$0
990-PF for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
REX ALLEN
PO BOX 1379, STUART, FL 349951379
PRESIDENT0$0
RICHARD ALLEN
PO BOX 1379, STUART, FL 349951379
VICE PRESIDENT0$0
LAURA JEFFERIES
PO BOX 1379, STUART, FL 349951379
SECRETARY/TREASURER0$0
KAREN ALLEN
2150 SE GOLFVIEW LANE, STUART, FL 349961938
EXECUTIVE DIRECTOR6$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
KAREN ALLEN
2150 SE GOLFVIEW LANE, STUART, FL 349961938
SECRETARY6$0
RICHARD ALLEN
PO BOX 1379, STUART, FL 349951379
VICE PRESIDENT0$0
REX ALLEN
PO BOX 1379, STUART, FL 349951379
PRESIDENT0$0

Address and contacts

Address (IRS master file)
PO BOX 1379, STUART, FL 34995-1379
In care of
% STEVE KURTH
Signed the 990-PF
REX ALLEN, PRESIDENT
Phone
(423) 755-0844
Return prepared by
HENDERSON HUTCHERSON & MCCULLOUGH PLLC

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
65-0225533
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
1992
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$2,268,063
Income (IRS master file)
$1,406,993

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$688,343$168,898$2,268,063XML
990-TDecember 2025–––IRS
990-PFDecember 2024$104,864$159,239$1,748,618XML
990-PFDecember 2023$179,699$161,958$1,797,493XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS
990-PFDecember 2017–––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 65-0225533).

Questions about R E AND JOAN S ALLEN FOUNDATION INC

What is the EIN of R E AND JOAN S ALLEN FOUNDATION INC?
The employer identification number (EIN) of R E AND JOAN S ALLEN FOUNDATION INC is 65-0225533.
Is R E AND JOAN S ALLEN FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
Are donations to R E AND JOAN S ALLEN FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does R E AND JOAN S ALLEN FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of R E AND JOAN S ALLEN FOUNDATION INC due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did R E AND JOAN S ALLEN FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of R E AND JOAN S ALLEN FOUNDATION INC?
The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does R E AND JOAN S ALLEN FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $688,343, expenses of $168,898 and total assets of $2,268,063 at year end.

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