GEORGE B ALLEN AND DIANA ALLEN FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- GEORGE B ALLEN AND DIANA ALLEN FAMILY FOUNDATION (EIN 22-3661255)
- Tax period
- 2017-06-01 to 2018-05-31
- Filed
- 2018-07-10
- IRS object ID
- 201831919349100508
- Schema version
- 2017v2.2
- 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
- Form 990-PF
- Schedule B
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-07-10T10:08:25-07:00 | ReturnTs |
| Tax Period End | 2018-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 223339838 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GB Allen Castro & Assoc PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 140 Route 17 North Suite 350 | AddressLine1Txt |
| City | Paramus | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07652 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223661255 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GEORGE AND DIANA ALLEN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GEOR | BusinessNameControlTxt |
| Phone | 2012627878 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O 140 ROUTE 17 NORTH | AddressLine1Txt |
| City | PARAMUS | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07652 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GEORGE B ALLEN | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2018-07-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GEORGE B ALLEN | PreparerPersonNm |
| PTIN | P00429952 | PTIN |
| Phone | 2012627878 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $400,641 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $302,477 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $6,484 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,484 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $6,484 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $29,777 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,584,182 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $29,777 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $29,777 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $338,738 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $36,261 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $36,261 | TotalAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $5,034 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $5,034 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $93 | InterestRevAndExpnssAmt |
| Interest Dsbrs Chrtbl | $93 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $69 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $69 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $60 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $60 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,256 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,256 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $29,632 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $29,632 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $34,888 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $34,888 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $303,850 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $36,261 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $36,261 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,859 | CashBOYAmt |
| Cash EOY | $12,241 | CashEOYAmt |
| Cash EOYFMV | $12,241 | CashEOYFMVAmt |
| Corporate Stock BOY | $84,778 | CorporateStockBOYAmt |
| Corporate Stock EOY | $378,246 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $388,400 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $86,637 | TotalAssetsBOYAmt |
| Total Assets EOY | $390,487 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $400,641 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $86,637 | UnrestrictedBOYAmt |
| Unrestricted EOY | $390,487 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $86,637 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $390,487 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $86,637 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $390,487 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $86,637 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $303,850 | ExcessRevenueOverExpensesAmt |
| Subtotal | $390,487 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $390,487 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| various ETRADE S/T OPTION G/L-SCHED ATTACHED | P | 2017-06-01 | 2018-05-31 | $611,623 | $642,466 | -$30,843 | -$30,843 |
| various ETRADE STOCK G&L-SCHED ATTACHED | P | 2017-06-01 | 2018-05-31 | $7,972,559 | $7,911,939 | $60,620 | $60,620 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $29,777 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $29,777 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $23,627 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $85,279 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.27706 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $28,762 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $62,038 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.46362 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $18,325 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $37,080 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.49420 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $17,464 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $24,978 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.69918 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $16,845 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $67,511 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.24952 | DistributionYr5Rt |
| Total Distribution | 2.183566 | TotalDistributionRt |
| Average Distribution | 0.436713 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $299,272 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $130,696 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $363 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $131,059 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $34,888 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $725 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $725 | SubtotalAmt |
| Tax Based On Investment Income | $725 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1 | EsPenaltyAmt |
| Tax Due | $726 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GEORGE B ALLEN | BusinessNameLine1Txt |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O 140 RT 17 NORTH 350 | AddressLine1Txt |
| City | PARAMUS | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07652 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| GEORGE B ALLEN | ||||||
| 241 CAMBRIDGE OAKS | PARK RIDGE | NJ | 07656 | Trustee | 5.00 | $0 |
| DIANA ALLEN | ||||||
| 241 CAMBRIDGE OAKS | PARK RIDGE | NJ | 07656 | Trustee | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $306,543 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | -$2,714 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $303,829 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $303,829 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,557 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $299,272 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $14,964 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $14,964 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $725 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $725 | TotalTaxAmt |
| Distributable Before Adj | $14,239 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $14,239 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $14,239 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $34,888 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $34,888 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $34,888 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $14,239 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $13,593 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $16,327 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $16,543 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $25,804 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $19,432 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $91,699 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $34,888 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $14,239 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $20,649 | RemainingDistriFromCorpusAmt |
| Total Corpus | $112,348 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $13,593 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $98,755 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $16,327 | ExcessFromYear4Amt |
| Excess From Year3 | $16,543 | ExcessFromYear3Amt |
| Excess From Year2 | $25,804 | ExcessFromYear2Amt |
| Excess From Year1 | $19,432 | ExcessFromYear1Amt |
| Excess From Current Year | $20,649 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | George and Diana Allen Family Found | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 241 Cambridge Oaks | AddressLine1Txt |
| City | Park Ridge | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07656 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2012627878 | RecipientPhoneNum |
| Recipient Email Address | Gbrade@aol.com | RecipientEmailAddressTxt |
| Form And Info And Materials | no prescribed form | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | none | SubmissionDeadlinesTxt |
| Restrictions On Awards | none | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | VARIOUS - SEE ATTACHED LISTING | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 Eisenhower Drive | AddressLine1Txt |
| City | Paramus | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07652 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | 501(c)(3) | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL | GrantOrContributionPurposeTxt |
| Amt | $29,632 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $29,632 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Exclusion | $6,484 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Exclusion | $29,777 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $36,261 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $36,261 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| George Allen | |||||||
| 1 | 241 Cambridge Oaks | Park Ridge | NJ | 07656 | $165,420 | Yes (X) | Yes (X) |
| George Allen | |||||||
| 2 | 241 Cambridge Oaks | Park Ridge | NJ | 07656 | $137,057 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 1000 shares of Apple inc. | $145,420 | 2017-06-19 |
| 2 | 768 shares of Apple Inc. | $137,057 | 2018-01-31 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REGISTRATION FEES | Desc |
| Revenue And Expenses Per Books | $60 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $60 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| investment management fees | $2,034 | $0 | $0 | $2,034 |
| trustee fees | $3,000 | $0 | $0 | $3,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | United States Treasury | CategoryTxt |
| Amt | $69 | Amt |
| Disbursements Charitable Prps | $69 | DisbursementsCharitablePrpsAmt |