2025-04-09T17:50:34-04:00 2024-12-31 990PF 2024-01-01 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 Allen Trustee 2025-04-10 2024 2025-03-06 01:10:19Z X 6839443 X 411588 160954 160954 0 64392 504428 42277 0 0 0 0 0 0 0 0 636934 203231 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 16943 16943 16943 16943 0 0 0 0 6313 6313 6313 6313 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 911 911 911 911 24167 24167 24167 24167 166463 166463 190630 24167 24167 190630 446304 179064 0 101916 232363 232363 0 0 0 0 0 0 0 2389341 2800929 6407080 221399 0 0 150000 0 150000 150000 200000 0 0 0 484950 0 0 0 0 0 0 3347606 3183292 6839443 0 0 0 0 0 0 0 0 0 0 0 0 0 X 3014675 2617998 332931 565294 3347606 3183292 3347606 3183292 3347606 446304 3793910 610618 3183292 Citi pfd P 2016-03-09 2024-04-02 42900 0 42900 0 0 42900 0 BA D 2020-06-10 2024-04-29 113679 0 110000 3679 0 3679 BDJ P 2020-12-15 2024-11-22 25480 0 16063 9417 0 9417 NOC D 2018-12-12 2024-12-24 46936 0 42100 4836 0 4836 NOC D 2017-12-13 2024-01-02 46514 0 43000 3514 0 3514 Vanguard Total Stock P 2020-07-01 2024-01-02 50000 0 47473 2527 2527 Vanguard Funds D 2022-12-31 2024-12-31 1967 0 0 1967 1967 UBS Securities D 2021-12-31 2024-12-31 10908 0 0 10908 10908 Merrill Edge Securities D 2022-12-31 2024-12-31 5429 0 0 5429 5429 42277 0 2489 2489 2489 1500 0 0 1500 989 0 0 false false false 0 0 0 false false false false true true true false true false false true 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 Great Barrington MA 01230 Trustee 3.00 0 0 0 NONE None N A 0 6010223 11296 200000 6221519 0 0 6221519 93323 6128196 306410 306410 2489 0 2489 303921 0 303921 0 303921 190630 0 0 0 0 190630 303921 164392 0 9919 9919 190630 0 190630 0 9019 9019 900 0 0 0 164392 104272 0 0 900 900 X Mt Kisco Food Pantry 300 East Main Street Mount Kisco NY 10549 No Relationship NC NC 3750 Egremont Vol Fire Department 36 Main Streeqt Egremont MA 01230 No Relationship NC NC 20000 Johnson and Wales University 8 Abbot Park Place Providence RI 02903 No Relationship NC NC 10000 Springfield Technical Comm College One Armory Square Springfield MA 01105 No Relationship NC NC 4137 Diane D Allen Ch Tr for Hastings 487 Warburton Avenue Hastings NY 10746 No Relationship NC NC 20000 Hancock Shaker Village Rte 23 and 41 Pittsfield MA 01201 No Relationship NC NC 500 University of Maine 168 College Avenue Orono ME 04469 No Relationship NC NC 5000 Ohio State University 4328 High Street Columbus OH 43210 No Relationship NC NC 45000 Turning Point USA 4940 E Beverly Road Phoenix AZ 85044 No Relationship NC NC 1000 Georgtom 54 4370th Road Bloomfield NM 90234 No Relationship NC NC 1000 Americans for Prosperity 4201 Wilson Blvd Arlington VA 22203 No Relationship NC NC 5000 Elmhurst Food Pantry 1083 York Street Elmhurst IL 60126 No Relationship NC NC 1000 American Foundation for Suicide Pre 199 Water Street New York NY 10038 No Relationship NC NC 250 St Marks Church 245 Main Street Mt Kisco NY 10549 No Relationship NC NC 15000 Prager University Foundation 3389 Sheridan Street Sherman Oaks CA 91403 No Relationship NC NC 5000 Fairview Hospital 29 Lewis Avenue Great Barrington MA 01230 No Relationship NC NC 1000 Eastern Illinois University 00 Lincoln Avenue Charleston IL 61920 No Relationship NC NC 5000 Community Center Northern Westchester 84 Bedford Avenue Katonah NY 10536 No Relationship NC NC 3750 Montgomery County Humane Society 601 Stonestreet Avenue Rockville MD 20850 No Relationship NC NC 1500 Bikes for the World 11720 Parklawn Drive Rockville MD 20852 No Relationship NC NC 1500 Animal Rescue Fund of the Hamptons PO Box 2616 East Hampton NY 11937 No Relationship NC NC 500 Harmony Foundation International PO Box 24030 Nashville TN 37202 No Relationship NC NC 2606 Rock N Rescue 1 Babbitt Road Bedford Hills NY 10507 No Relationship NC NC 3750 Heritage Foundation 214 Massachusetts Avenue NE Washingon DC 20202 No Relationship NC NC 1000 Reason Foundation 1630 Connecticut Avenue NW Washington DC 20009 No Relationship NC NC 5000 BSO Tanglewood 297 West Street Lenox MA 01240 No Relationship NC NC 100 Trustees of Reservations 200 High Street Boston MA 02110 No Relationship NC NC 270 Aston Magna Foundation PO Box 28 Great Barrington MA 01230 No Relationship NC NC 100 Emergency Shelter Partnership PO Box 427 MT Kisco NY 10549 No Relationship NC NC 3750 166463 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 222393 X 2 Richard Allen 223 Egremont Plain Rd Egremont MA 01230 189195 X 1 500 shares JPM; 600 shares DHI 222393 2024-11-22 2 1500 shares MDLZ; 1500 shares TPR 189195 2024-12-16 NOC 2018-02 Donations 2024-12 NOC 46936 40000 0 0 Boeing 2007-07 Donations 2024-04 Boeing 113679 98500 0 0 Vanguard and UBS bonds 0 0 Vanguard Merrill Edge and UBS Stocks 2800929 6407080 0 0 0 0 Shun Toll Property 150000 0 150000 200000 Vanguard Merrill and UBS other securities 0 0 Basis adjustments 610618 Foreign investment fees 240 240 240 240 990Tax preparation service 171 171 171 171 MA filing fee 500 500 500 500 Uncashed check 0 0 White Engineering Oxbow property 4443 4443 4443 4443 Creative Building Solutions Oxbow property 12500 12500 12500 12500 Richard Allen 223 EGREMONT PLAIN RD PMB 108 Great Barrington MA 01230 Real property taxes 1252 1252 1252 1252 Fed excise taxes 1736 1736 1736 1736 Foreign taxes 3325 3325 3325 3325