STRATEGY STUDIO / PUBLIC DATA EXPLORER

GEORGE B ALLEN AND DIANA ALLEN FAMILY FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
GEORGE B ALLEN AND DIANA ALLEN FAMILY FOUNDATION (EIN 22-3661255)
Tax period
2014-06-01 to 2015-05-31
Filed
2015-06-11
IRS object ID
201531629349100203
Schema version
2014v5.0
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)
Return2015-06-11T06:23:44-07:00ReturnTs
Tax Period End2015-05-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GB Allen Castro & Assoc PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1140 Route 17 North Suite 350AddressLine1Txt
CityParamusCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07652ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-06-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN223661255EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GEORGE AND DIANA ALLEN FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlGEORBusinessNameControlTxt
Phone2012627878PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O 140 ROUTE 17 NORTHAddressLine1Txt
CityPARAMUSCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07652ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGEORGE B ALLENPersonNm
Person TitleTrusteePersonTitleTxt
Signature2015-06-09SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGEORGE B ALLENPreparerPersonNm
PTINP00429952PTIN
Phone2012627878PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$65,290FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$18,500ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$2,410InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2,410InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$2,410InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$954DividendsRevAndExpnssAmt
Dividends Net Invst Incm$954DividendsNetInvstIncmAmt
Dividends Adj Net Incm$954DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$203NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$212,166GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$203CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$203NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$22,067TotalRevAndExpnssAmt
Total Net Invst Incm$3,567TotalNetInvstIncmAmt
Total Adj Net Incm$3,567TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$150AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$150AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$56TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl$56TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$30OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$30OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$236TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$236TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$18,125ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$18,125ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$18,361TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$18,361TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$3,706ExcessRevenueOverExpensesAmt
Net Investment Income$3,567NetInvestmentIncomeAmt
Adjusted Net Income$3,567AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$10,133CashBOYAmt
Cash EOY$17,543CashEOYAmt
Cash EOYFMV$17,864CashEOYFMVAmt
Other Nts And Loans Rcvbl$23,383OtherNtsAndLoansRcvblAmt
Other Nts And Loans Rcvbl BOY$32,430OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$23,383OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$23,383OtherNtsAndLoansRcvblEOYFMVAmt
Corporate Stock BOY$21,154CorporateStockBOYAmt
Corporate Stock EOY$26,497CorporateStockEOYAmt
Corporate Stock EOYFMV$24,043CorporateStockEOYFMVAmt
Total Assets BOY$63,717TotalAssetsBOYAmt
Total Assets EOY$67,423TotalAssetsEOYAmt
Total Assets EOYFMV$65,290TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$63,717UnrestrictedBOYAmt
Unrestricted EOY$67,423UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$63,717TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$67,423TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$63,717TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$67,423TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$63,717TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$3,706ExcessRevenueOverExpensesAmt
Subtotal$67,423SubtotalAmt
Tot Net Ast Or Fund Balances EOY$67,423TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$203CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$203NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$17,464AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$24,978NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.69918DistributionYr1Rt
Adjusted Qlfy Distri Yr2$16,845AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$67,511NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.24952DistributionYr2Rt
Adjusted Qlfy Distri Yr3$13,364AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$76,195NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.17539DistributionYr3Rt
Adjusted Qlfy Distri Yr4$11,203AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$79,479NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.14096DistributionYr4Rt
Adjusted Qlfy Distri Yr5$13,469AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$83,497NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.16131DistributionYr5Rt
Total Distribution1.42635TotalDistributionRt
Average Distribution0.28527AverageDistributionRt
Net Vl Noncharitable Assets$37,080NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$10,578AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$36NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$10,614AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$18,361QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$36InvestmentIncomeExciseTaxAmt
Subtotal$36SubtotalAmt
Tax Based On Investment Income$36TaxBasedOnInvestmentIncomeAmt
Tax Due$36TaxDueAmt

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
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
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 Line1GEORGE B ALLENBusinessNameLine1Txt

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1C/O 140 RT 17 NORTH 350AddressLine1Txt
CityPARAMUSCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07652ZIPCd
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
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
GEORGE B ALLEN
241 CAMBRIDGE OAKSPARK RIDGENJ07656Trustee5.00$0
DIANA ALLEN
241 CAMBRIDGE OAKSPARK RIDGENJ07656Trustee1.00$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$24,934AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$12,711AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$37,645TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$37,645AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$565CashDeemedCharitableAmt
Net Vl Noncharitable Assets$37,080NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,854MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,854MinimumInvestmentReturnAmt
Tax Based On Investment Income$36TaxBasedOnInvestmentIncomeAmt
Total Tax$36TotalTaxAmt
Distributable Before Adj$1,818DistributableBeforeAdjAmt
Distributable Before Ded$1,818DistributableBeforeDedAmt
Distributable As Adjusted$1,818DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$18,361ExpensesAndContributionsAmt
Qualifying Distributions$18,361QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$36PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$18,325AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,818DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$9,440ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$7,389ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$9,666ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$13,593ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$16,327ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$56,415TotalExcessDistributionCyovAmt
Qualifying Distributions$18,361QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,818AppliedToCurrentYearAmt
Remaining Distri From Corpus$16,543RemainingDistriFromCorpusAmt
Total Corpus$72,958TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$9,440ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$63,518ExcessDistriCyovToNextYrAmt
Excess From Year4$7,389ExcessFromYear4Amt
Excess From Year3$9,666ExcessFromYear3Amt
Excess From Year2$13,593ExcessFromYear2Amt
Excess From Year1$16,327ExcessFromYear1Amt
Excess From Current Year$16,543ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonGeorge and Diana Allen Family FoundRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1241 Cambridge OaksAddressLine1Txt
CityPark RidgeCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07656ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2012627878RecipientPhoneNum
Recipient Email AddressGbrade@aol.comRecipientEmailAddressTxt
Form And Info And Materialsno prescribed formFormAndInfoAndMaterialsTxt
Submission DeadlinesnoneSubmissionDeadlinesTxt
Restrictions On AwardsnoneRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

FieldValueIRS element (for citing)
Recipient PersonVARIOUS - SEE ATTACHED LISTINGRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line13820 BLACKHAWK ROADAddressLine1Txt
CityDANVILLECityNm
State AbbreviationCAStateAbbreviationCd
ZIP94506ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationshipTxt
Recipient Foundation Status501(c)(3)RecipientFoundationStatusTxt
Grant Or Contribution PurposeGENERALGrantOrContributionPurposeTxt
Amt$18,125Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$18,125TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$2,410RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion1ExclusionCd
Related Or Exempt Function Incm$954RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$203RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$3,567RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$3,567TotalIncomeProducingActyAmt

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 ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
ROBERT SCHACHTER
120147 COTTONWOOD DRIVEBOCA RATONFL33428$8,500Yes (X)
GB Allen Associates Inc
2140 RT 17 North Ste 350ParamusNJ07652$10,000Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
Amt$150Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$150DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescREGISTRATION FEESDesc
Revenue And Expenses Per Books$30RevenueAndExpensesPerBooksAmt
Disbursements Charitable Prps$30DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryUnited States TreasuryCategoryTxt
Amt$56Amt
Disbursements Charitable Prps$56DisbursementsCharitablePrpsAmt