STRATEGY STUDIO / PUBLIC DATA EXPLORER

THE GINGER AND TONY ALLEN FAMILY FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
THE GINGER AND TONY ALLEN FAMILY FOUNDATION (EIN 83-1345809)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-11-02
IRS object ID
202003079349100515
Schema version
2019v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2020-11-02T08:46:46-08:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN814234542PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BPM LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12875 MICHELLE DR STE 220AddressLine1Txt
CityIRVINECityNm
State AbbreviationCAStateAbbreviationCd
ZIP926061020ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN831345809EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE GINGER AND TONY ALLEN FAMILYBusinessNameLine1Txt
Business Name Line2FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlGINGBusinessNameControlTxt
Phone9492334390PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1907 EMERALD BAYAddressLine1Txt
CityLAGUNA BEACHCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92651ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTRACY FRIEDMANNPersonNm
Person TitlePresident/DirectorPersonTitleTxt
Signature2020-11-02SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMartin L MaroneyPreparerPersonNm
PTINP00105961PTIN
Phone7144441177PhoneNum
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$601,574FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$510,834ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$29InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$29InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$14,690DividendsRevAndExpnssAmt
Dividends Net Invst Incm$14,690DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$30,600NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$836,017GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$235,091CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$235,079NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$556,153TotalRevAndExpnssAmt
Total Net Invst Incm$249,810TotalNetInvstIncmAmt
Total Adj Net Incm$235,079TotalAdjNetIncmAmt
Other Prof Fees Rev And Expnss$2,281OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$2,281OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$496TaxesRevAndExpnssAmt
Taxes Net Invst Incm$496TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$3OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$3OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$2,780TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,780TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$0ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,780TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,780TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$0TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$553,373ExcessRevenueOverExpensesAmt
Net Investment Income$247,030NetInvestmentIncomeAmt
Adjusted Net Income$235,079AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash EOY$100CashEOYAmt
Cash EOYFMV$100CashEOYFMVAmt
Sav And Temp Cash Invst EOY$22,121SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$22,121SavAndTempCashInvstEOYFMVAmt
Corporate Stock EOY$531,152CorporateStockEOYAmt
Corporate Stock EOYFMV$579,353CorporateStockEOYFMVAmt
Total Assets EOY$553,373TotalAssetsEOYAmt
Total Assets EOYFMV$601,574TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
Tot Net Ast Or Fund Balances EOY$553,373TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$0TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$553,373TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Excess Revenue Over Expenses$553,373ExcessRevenueOverExpensesAmt
Subtotal$553,373SubtotalAmt
Tot Net Ast Or Fund Balances EOY$553,373TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtCost Or Other BasisCostOrOtherBasisAmt
CONTRIBUTED GAIND2019-01-112019-02-19$204,491$204,491$204,491
SCHWAB #98629D2019-01-112019-02-19$631,514$30,588$30,588$600,926
Capital Gain Dividends$12
FieldValueIRS element (for citing)
Capital Gain Net Income$235,091CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$235,079NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$4,705AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets$535,426NetVlNoncharitableAssetsAmt
Net Investment Income Pct$2,470NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$2,470AdjNonchrtblNetInvstIncmPctAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$4,941InvestmentIncomeExciseTaxAmt
Subtotal$4,941SubtotalAmt
Tax Based On Investment Income$4,941TaxBasedOnInvestmentIncomeAmt
Extsn Request Income Tax Paid$1,600ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$1,600TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$187EsPenaltyAmt
Tax Due$3,528TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Tracy FriedmannBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9492334390PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1907 EMERALD BAYAddressLine1Txt
CityLAGUNA BEACHCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92651ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
TRACY A FRIEDMANN
907 EMERALD BAYLAGUNA BEACHCA92651President/Direc1.00$0
SCOTT A ALLEN
210 VIA LIDO NORDNEWPORT BEACHCA92663V.P./Secretary1.00$0
ANTHONY A ALLEN
4615 GORHAM DRCORONA DEL MARCA92625Director1.00$0
VIRGINIA M ALLEN
4615 GORHAM DRCORONA DEL MARCA92625Director1.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$543,495AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$85AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$543,580TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$543,580AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$8,154CashDeemedCharitableAmt
Net Vl Noncharitable Assets$535,426NetVlNoncharitableAssetsAmt
Minimum Investment Return$26,771MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$26,771MinimumInvestmentReturnAmt
Tax Based On Investment Income$4,941TaxBasedOnInvestmentIncomeAmt
Total Tax$4,941TotalTaxAmt
Distributable Before Adj$21,830DistributableBeforeAdjAmt
Distributable Before Ded$21,830DistributableBeforeDedAmt
Distributable As Adjusted$21,830DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$0ExpensesAndContributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$21,830DistributableAsAdjustedAmt
Excess Distribution Cyov Yr1$4,705ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$4,705TotalExcessDistributionCyovAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$4,705ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$4,705ExcessDistributionCyovAppCYAmt
Undistributed Income CY$17,125UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerANTHONY A ALLENContributingManagerNm
Contributing ManagerVIRGINIA M ALLENContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$29ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$14,690ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$30,600ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$45,319ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$45,319TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionInd
ANTHONY A ALLEN
14615 GORHAM DRCORONA DEL MARCA92625$255,417Yes (X)
VIRGINIA M ALLEN
24615 GORHAM DRCORONA DEL MARCA92625$255,417Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1PUBLICLY TRADED SECURITIES$255,4172019-01-11
2PUBLICLY TRADED SECURITIES$255,4172019-01-11

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescINVESTMENT EXPENSEDesc
Revenue And Expenses Per Books$3RevenueAndExpensesPerBooksAmt
Net Investment Income$3NetInvestmentIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryMANAGEMENT FEECategoryTxt
Amt$2,281Amt
Net Investment Income$2,281NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCd
ANTHONY A ALLEN
4615 GORHAM DRCORONA DEL MARCA92625
VIRGINIA M ALLEN
4615 GORHAM DRCORONA DEL MARCA92625

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXCategoryTxt
Amt$496Amt
Net Investment Income$496NetInvestmentIncomeAmt