Nonprofit · EIN 13-4011223
ALLISON FOUNDATION INC
Tax-exempt (reinstated) · GARRISON, NY 10524
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2026 | 990-PF | $1,601,982 | $913,431 | $688,551 | $31,050,903 | $0 | $31,050,903 |
| May 31, 2025 | 990-PF | $23,024,366 | $316,796 | $22,707,570 | $30,373,690 | $0 | $30,373,690 |
Financial details: 990-PF for the year ended May 31, 2026
Revenue
- Dividends
- $800,503
- Net gain from sales of assets
- $787,693
- Other income
- $13,786
Expenses
- Grants and similar amounts paid
- $654,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $668,597
- Excise tax on investment income
- $19,472
Balance sheet and other
- Total assets, start of year
- $30,373,690
- Total assets, end of year
- $31,050,903
- Total liabilities, end of year
- $0
- Net assets, end of year
- $31,050,903
- Fair market value of assets
- $35,212,718
- Qualifying distributions
- $668,597
- Net investment income
- $1,601,982
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended May 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN R ALLISON PO BOX 41, GARRISON, NY 10524 | PRESIDENT | 0.2 | $0 |
| ANDREW G ALLISON PO BOX 41, GARRISON, NY 10524 | TREASURER | 0.2 | $0 |
| ERIN SCHANNING PO BOX 41, GARRISON, NY 10524 | SECRETARY | 0.2 | $0 |
990-PF for the year ended May 31, 2025: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN R ALLISON PO BOX 41, GARRISON, NY 10524 | PRESIDENT | 0.2 | $0 |
| ANDREW G ALLISON PO BOX 41, GARRISON, NY 10524 | TREASURER | 0.2 | $0 |
| ERIN SCHANNING PO BOX 41, GARRISON, NY 10524 | SECRETARY | 0.2 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 41, GARRISON, NY 10524-0041
- In care of
- % MERRILL LYNCH FAMILY OFFICE GROUP
- Signed the 990-PF
- ANDREW ALLISON, TREASURER
- Phone
- (512) 565-2031
- Return prepared by
- ANDERSEN TAX LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in May, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | May 31, 2026 | October 15, 2026 | 990-PF on file |
| 2024 | May 31, 2025 | October 15, 2025 | 990-PF on file |
| 2023 | May 31, 2024 | October 15, 2024 | Check at the IRS |
IRS record
- EIN
- 13-4011223
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2024
- Accounting year ends
- May
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $31,050,903
- Income (IRS master file)
- $13,790,694
Revocation and reinstatement
- Exemption revoked
- October 15, 2023
- Posted by the IRS
- February 12, 2024
- Reinstated
- Effective October 15, 2023
From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | May 2026 | $1,601,982 | $913,431 | $31,050,903 | XML |
| 990-PF | May 2025 | $23,024,366 | $316,796 | $30,373,690 | XML |
| 990-PF | May 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 13-4011223).
Questions about ALLISON FOUNDATION INC
- What is the EIN of ALLISON FOUNDATION INC?
- The employer identification number (EIN) of ALLISON FOUNDATION INC is 13-4011223.
- Is ALLISON FOUNDATION INC tax-exempt?
- Yes. The IRS revoked its exemption on October 15, 2023 and reinstated it effective October 15, 2023.
- Are donations to ALLISON FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ALLISON FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ALLISON FOUNDATION INC due?
- The return for tax year 2026 (the year ending May 31, 2027) is due October 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ALLISON FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended May 2026.
- Who are the officers and directors of ALLISON FOUNDATION INC?
- The 990-PF for the year ended May 31, 2026 lists 3 people; 0 received compensation from the organization.
- How much revenue does ALLISON FOUNDATION INC have?
- On its 990-PF for the year ended May 31, 2026 it reported revenue of $1,601,982, expenses of $913,431 and total assets of $31,050,903 at year end.
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All nonprofits in GARRISON · New York · Philanthropy, voluntarism and grantmaking foundations