2024-03-25T08:04:32-04:00 2023-12-31 990PF 2023-01-01 136868370 RICHARD M ALLEN CHARITABLE TRUST U D 12-23-85 M B % Richard Allen RICH 4135282108 223 EGREMONT PLAIN RD Egremont MA 01230 Richard M Allen Trustee 2024-03-25 2023 2023-04-26 12:10:37Z X 6088667 X 648340 12 12 12 137233 137233 0 70802 284437 70802 0 0 0 0 0 0 0 0 856387 208047 12 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 5401 5401 3572 2500 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 202 202 202 202 5603 5603 3774 2702 211724 211724 217327 5603 3774 214426 639060 202444 0 139536 101916 101916 0 0 0 0 0 0 0 0 0 2110601 2389341 5099879 156478 221399 206422 150000 0 150000 150000 200000 0 0 0 837780 484950 480450 0 0 0 0 0 0 3394395 3347606 6088667 0 0 0 0 0 0 0 0 0 25000 0 25000 0 X 2898914 3014675 0 470481 332931 3369395 3347606 3394395 3347606 3369395 639060 82632 4091087 743481 3347606 Publicly traded securities - Merrill Edge P 2022-01-01 2023-07-01 160292 0 96168 64124 0 64124 Publicly traded securities - UBS P 2022-01-01 2023-07-03 108637 0 105367 3270 3270 Publicly traded securities - Vanguard P 2022-01-03 2023-07-03 275 0 200 75 75 Capital Gains Distributions - Merrill Edge P 2022-01-04 2023-07-05 1351 0 1000 351 351 Capital Gains Distributions - UBS P 2022-01-06 2023-12-29 11112 0 9000 2112 2112 Capital Gains Distributions - Vanguard P 2022-01-04 2023-12-29 2770 0 1900 870 870 70802 0 2814 2814 2814 2500 0 0 2500 314 0 0 false false false 0 0 0 false false false false true true true false true false false true None Richard Allen 4135282108 223 EGREMONT PLAIN RD Egremont MA 01230 false false false false false false false false false false false false false false false false false false false false false false Richard Allen 223 Egremont Plain Rd Egremont MA 012302284 Trustee 3.00 0 0 0 N A 0 3507870 88570 0 3596440 500000 0 3596440 53947 3542493 177125 177125 2814 0 2814 174311 0 174311 0 174311 214426 0 0 0 0 214426 174311 204507 0 0 0 0 0 0 214426 204507 9919 0 0 0 0 0 0 0 0 164392 0 0 0 9919 X Berk Bot Garden Route 183 Stockbridge MA 01266 No Relationship NC General 250 Bikes for the World 11720 Parklawn Drive Rockville MD 20852 No Relationship NC General 750 Comm Ctr Northern Westchester 84 Bedford TRd Katonah NY 10536 No Relationship NC General 3000 Chesterwood 4 Williamsville Rd Stockbridge MA 01262 No Relationship NC General 250 Greenagers 62 Undermountain Rd South Egremont MA 01258 No Relationship NC General 1000 Centr Berk Habitat For Humanity 314 Columbus Avenue Pittsfield MA 01201 No Relationship NC General 10000 Hospice Care Berkshires 877 South Street Pittsfield MA 01201 No Relationship NC General 3000 Mercatus Center 4400 University Drive Washington DC 22030 No Relationship NC General 1000 Hancock Shaker Village Route 20 and 41 Pittsfield MA 01202 No Relationship NC General 500 Harmony Foundatio Int'l 110 7th Avenue North Nashville TN 37203 No Relationship NC General 1000 Berkshire United Way 200 South Street Pittsfield MA 01201 No Relationship NC General 30000 House of Bread 27 Chestnut Street Hartford CT 06120 No Relationship NC General 500 Institute for Justice 901 North Glebe Road Arlington VA 22203 No Relationship NC General 5000 Manhattan Institute 52 Vasnderbilt Avenue New York NY 10017 No Relationship NC General 1500 Nat'l Ass'nof Scholars 420 Madison Avenue New York NY 10017 No Relationship NC General 5000 PERC Lone Mtn Society 2048 Analysis Drive Bozeman MT 59718 No Relationship NC General 1000 So Berkshire Vol Ambulance Squad 31 Lewis Avenue Great Barrington MA 01230 No Relationship NC General 25000 Students for Liberty 1750 Tysons Boulevard McLean VA 22102 No Relationship NC General 3000 Diane D Allen Ch Tr for Hastings 487 Warburton Avenue Hastings NY 10706 No Relationship NC General 20000 Cato Institute 1000 Massachusetts Avenue NW Washington DC 20001 No Relationship NC General 250 Salvation Army 440 West Nyack Road West Nyack NY 10994 No Relationship NC General 5000 State Policy Netwok 1655 Ft Myers Drive Arlington VA 22209 No Relationship NC General 500 Memorial Sloan Kettering 1275 York Avenu New York NY 10065 No Relationship NC General 500 World TEAM Sports 93 Summer Street Boston MA 02110 No Relationship NC General 500 Chappaqua Volunteer Ambulance 233 North Greeley Avenue Chappaqua NY 10514 No Relationship NC General 500 Mental Health Ass'n of Westchester 344 Main Street Mt Kisco NY 10549 No Relationship NC General 600 Bikes for the World 11720 Parklawn Drive Rockville MD 20852 No Relationship NC General 750 Judicial Watch 425 Third Street NW Washington DC 20024 No Relationship NC General 2500 Tunnels 2 Towers 2361 Hylan Boulevard Staten Island NY 10306 No Relationship NC General 12000 Community Ctr of Northern Westchest 84 Bedford Road Katonah NY 10536 No Relationship NC General 1500 Mt Kisco Food Pantry 300 East Main Street Mount Kisco NY 10549 No Relationship NC General 1500 Egremont Vol Fire Department 36 Main Streeqt Egremont MA 01230 No Relationship NC General 20000 University of Maine 168 College Avenue Orono ME 04469 No Relationship NC General 10000 Culinary Institute of America 1946 Campus Drivwe Hyde Park NY 12538 No Relationship NC General 15000 Westfield State University 577 Western Avenue Westfield MA 01086 No Relationship NC General 10000 Johnson and Wales University 8 Abbot Park Place Providence RI 02903 No Relationship NC General 10000 Springfield Technical Comm College One Armory Square Springfield MA 01105 No Relationship NC General 7804 Goodwill Industries of Berkshires 158 Tyler Street Pittsfield MA 01201 No Relationship NC General 1000 Seward House Museum 33 South Street Auburn NY 13021 No Relationship NC General 70 211724 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 false false false false false false false false false false X X 1 Richard Allen 223 Egremont Plain Rd Egremont MA 012302284 152820 X 2 Richard Allen 223 Egremont Plain Rd Egremont MA 01230 88870 X 3 Richard Allen 223 Egremont Plain Rd Egremont MA 01230 95560 X 4 Richard Allen 223 Egremont Plain Rd Egremont MA 01230 113380 X 5 Richard Allen 223 Egremont Plain Rd Egremont MA 01230 197710 X 1 1000 shares DR Horton 152820 2023-12-14 2 1000 shares Eastman Chemical 88870 2023-12-14 3 1000 shares Posco Holdings 95560 2023-12-28 4 2000 shares Bell Ring Brands 113380 2023-12-13 5 1000 shares Apple Inc. 197710 2023-12-13 Vanguard and UBS bonds 221399 206422 Vanguard Merrill Edge and UBS Stocks 2389341 5099879 0 0 0 0 Shun Toll Property 150000 0 150000 200000 Vanguard Merrill and UBS other securities 484950 480450 Basis adjustments 743481 Financial institution fees 202 202 202 202 Capital gains 82632 Uncashed check 25000 0 Illiquid securities Richard Allen 223 EGREMONT PLAIN RD Egremont MA 01230 Foreign income taxes 1829 1829 0 0 Real estate tax 1072 1072 1072 0 Fed excise tax 2500 2500 2500 2500