GEORGE B ALLEN AND DIANA ALLEN FAMILY FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- GEORGE B ALLEN AND DIANA ALLEN FAMILY FOUNDATION (EIN 22-3661255)
- Tax period
- 2012-06-01 to 2013-05-31
- Filed
- 2013-06-07
- IRS object ID
- 201321589349100102
- Schema version
- 2012v2.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-06-07T10:06:42-07:00 | Timestamp |
| Tax Period End Date | 2013-05-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GB Allen Castro & Assoc PA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 140 Route 17 North Suite 350 | AddressLine1 |
| City | Paramus | City |
| State | NJ | State |
| ZIP Code | 07652 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-06-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223661255 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GEORGE AND DIANA ALLEN FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | GEOR | NameControl |
| Phone | 2012627878 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O 140 ROUTE 17 NORTH | AddressLine1 |
| City | PARAMUS | City |
| State | NJ | State |
| ZIP Code | 07652 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GEORGE B ALLEN | Name |
| Title | Trustee | Title |
| Date Signed | 2013-06-07 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GEORGE B ALLEN | Name |
| PTIN | P00429952 | PTIN |
| Phone | 2012627878 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 66281 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 4644 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 4644 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 4644 | InterestOnSavingsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | 1507 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 257655 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 1507 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 6151 | TotalRevenueAndExpenses |
| Total Net Investment Income | 6151 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 4644 | TotalAdjustedNetIncome |
| Interest Rev And Expnss | 2 | InterestRevAndExpnss |
| Interest Dsbrs Chrtbl Prps | 2 | InterestDsbrsChrtblPrps |
| Taxes Rev And Expnss | 56 | TaxesRevAndExpnss |
| Tot Opr Expenses Rev And Expnss | 58 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 2 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 16905 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 16905 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 16963 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 16907 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -10812 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 6151 | NetInvestmentIncome |
| Adjusted Net Income | 4644 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 3267 | CashBOY |
| Cash EOY | 9426 | CashEOY |
| Cash EOYFMV | 9426 | CashEOYFMV |
| Other Notes And Loans Receivable | 40745 | OtherNotesAndLoansReceivable |
| Other Notes And Loans Rcvbl BOY | 48381 | OtherNotesAndLoansRcvblBOY |
| Other Notes And Loans Rcvbl EOY | 40745 | OtherNotesAndLoansRcvblEOY |
| Other Notes And Loans Rcvbl EOYFMV | 40745 | OtherNotesAndLoansRcvblEOYFMV |
| Investments Corp Stock BOY | 22916 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 13581 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 16110 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 74564 | TotalAssetsBOY |
| Total Assets EOY | 63752 | TotalAssetsEOY |
| Total Assets EOYFMV | 66281 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 74564 | UnrestrictedBOY |
| Unrestricted EOY | 63752 | UnrestrictedEOY |
| Total Net Assets BOY | 74564 | TotalNetAssetsBOY |
| Total Net Assets EOY | 63752 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 74564 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 63752 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 74564 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -10812 | ExcessOfRevenueOverExpenses |
| Subtotal | 63752 | Subtotal |
| Total Net Assets Fund Balances EOY | 63752 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 1507 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | -778 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 13364 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 76195 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.17539 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 11203 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 79479 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.14096 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 13469 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 83497 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.16131 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 14885 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 119761 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.12429 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 15770 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 66746 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.23627 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.83822 | TotalDistributionRatio |
| Average Distribution Ratio | 0.16764 | AverageDistributionRatio |
| Net Noncharitable Assets | 67511 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 11318 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 62 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 11380 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 16907 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 62 | InvestmentIncomeExciseTax |
| Subtotal | 62 | Subtotal |
| Tax Based On Investment Income | 62 | TaxBasedOnInvestmentIncome |
| Tax Due | 62 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Form990 T Filed | false | Form990TFiled |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | false | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GEORGE B ALLEN | BusinessNameLine1 |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O 140 RT 17 NORTH 350 | AddressLine1 |
| City | PARAMUS | City |
| State | NJ | State |
| ZIP Code | 07652 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | false | MaintExpendResponsibility |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| DIANA ALLEN | ||||||
| 241 CAMBRIDGE OAKS | PARK RIDGE | NJ | 07656 | Trustee | 1.00 | 0 |
| GEORGE B ALLEN | ||||||
| 241 CAMBRIDGE OAKS | PARK RIDGE | NJ | 07656 | Trustee | 5.00 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 20732 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 7062 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 40745 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 68539 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 68539 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 1028 | CashDeemedCharitable |
| Net Noncharitable Assets | 67511 | NetNoncharitableAssets |
| Minimum Investment Return | 3376 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 3376 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 62 | TaxBasedOnInvestmentIncome |
| Total Tax | 62 | TotalTax |
| Distributable Amount Before Adj | 3314 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 3314 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 3314 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 16907 | ExpensesAndContributions |
| Qualifying Distributions | 16907 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 62 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 16845 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 3314 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 10440 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 9050 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 9440 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 7389 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 9666 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 45985 | TotalExcessDistriCarryover |
| Qualifying Distributions | 16907 | QualifyingDistributions |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 3314 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 13593 | RemainingDistriFromCorpus |
| Total Corpus | 59578 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 10440 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 49138 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 9050 | ExcessFromYear4 |
| Excess From Year3 | 9440 | ExcessFromYear3 |
| Excess From Year2 | 7389 | ExcessFromYear2 |
| Excess From Year1 | 9666 | ExcessFromYear1 |
| Excess From Current Year | 13593 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | George and Diana Allen Family Found | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 241 Cambridge Oaks | AddressLine1 |
| City | Park Ridge | City |
| State | NJ | State |
| ZIP Code | 07656 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 2012627878 | RecipientPhoneNumber |
| Form And Info And Materials | no prescribed form | FormAndInfoAndMaterials |
| Submission Deadlines | none | SubmissionDeadlines |
| Restrictions On Awards | none | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person Name | VARIOUS - SEE ATTACHED LISTING | RecipientPersonName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 KINDERKAMACK ROAD | AddressLine1 |
| City | RIVER EDGE | City |
| State | NJ | State |
| ZIP Code | 07661 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationship |
| Recipient Foundation Status | 501(c)(3) | RecipientFoundationStatus |
| Purpose Of Grant Or Contribution | GENERAL | PurposeOfGrantOrContribution |
| Amount | $16,905 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 16905 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 1 | ExclusionCode |
| Exclusion | $4,644 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 1507 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $4,644 | ExclusionAmount |
| Related Or Exempt Function Income | 1507 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 6151 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | United States Treasury | Category |
| Amount | $56 | Amount |