Nonprofit · EIN 13-6868370
RICHARD M ALLEN CHARITABLE TRUST U D 12-23-85 M B
Tax-exempt · SIESTA KEY, FL 34242
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $1,159,961 | $311,490 | $848,471 | $3,902,976 | $0 | $3,902,976 |
| December 31, 2024 | 990-PF | $636,934 | $190,630 | $446,304 | $3,183,292 | $0 | $3,183,292 |
| December 31, 2023 | 990-PF | $856,387 | $217,327 | $639,060 | $3,347,606 | $0 | $3,347,606 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $986,985
- Dividends
- $217,622
- Net gain from sales of assets
- -$44,646
Expenses
- Grants and similar amounts paid
- $311,490
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Disbursements for charitable purposes
- $311,490
- Excise tax on investment income
- $3,025
Balance sheet and other
- Total assets, start of year
- $3,183,292
- Total assets, end of year
- $3,902,976
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,902,976
- Fair market value of assets
- $8,862,053
- Qualifying distributions
- $311,490
- Net investment income
- $217,622
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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Richard Allen 223 Egremont Plain Rd, Great Barrington, MA 01230 | Trustee | 3 | $0 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Richard Allen 223 Egremont Plain Rd, Great Barrington, MA 01230 | Trustee | 3 | $0 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Richard Allen 223 Egremont Plain Rd, Egremont, MA 012302284 | Trustee | 3 | $0 |
Address and contacts
- Address (IRS master file)
- 9393 MIDNIGHT PASS RD APT 502N, SIESTA KEY, FL 34242-2958
- In care of
- % RICHARD M ALLEN
- Signed the 990-PF
- Richard M Allen, Trustee
- Phone
- (413) 854-3234
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 13-6868370
- 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
- 1986
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $3,902,976
- Income (IRS master file)
- $1,269,492
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $1,159,961 | $311,490 | $3,902,976 | XML |
| 990-PF | December 2024 | $636,934 | $190,630 | $3,183,292 | XML |
| 990-PF | December 2023 | $856,387 | $217,327 | $3,347,606 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 13-6868370).
Questions about RICHARD M ALLEN CHARITABLE TRUST U D 12-23-85 M B
- What is the EIN of RICHARD M ALLEN CHARITABLE TRUST U D 12-23-85 M B?
- The employer identification number (EIN) of RICHARD M ALLEN CHARITABLE TRUST U D 12-23-85 M B is 13-6868370.
- Is RICHARD M ALLEN CHARITABLE TRUST U D 12-23-85 M B tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1986.
- Are donations to RICHARD M ALLEN CHARITABLE TRUST U D 12-23-85 M B tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does RICHARD M ALLEN CHARITABLE TRUST U D 12-23-85 M B file?
- Form 990-PF. Private foundations file every year.
- When is the next return of RICHARD M ALLEN CHARITABLE TRUST U D 12-23-85 M B due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did RICHARD M ALLEN CHARITABLE TRUST U D 12-23-85 M B last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of RICHARD M ALLEN CHARITABLE TRUST U D 12-23-85 M B?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does RICHARD M ALLEN CHARITABLE TRUST U D 12-23-85 M B have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,159,961, expenses of $311,490 and total assets of $3,902,976 at year end.
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