Nonprofit · EIN 27-1059467
ALENA FOUNDATION
Tax-exempt · ROYAL OAK, MI 48073
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $344,364 | $279,619 | $64,745 | $1,963,399 | $0 | $1,963,399 |
| December 31, 2024 | 990-PF | $84,606 | $142,587 | -$57,981 | $1,898,656 | $0 | $1,898,656 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $112,685
- Dividends
- $71,955
- Interest
- $14
- Net gain from sales of assets
- $159,710
Expenses
- Grants and similar amounts paid
- $267,000
- Disbursements for charitable purposes
- $271,997
- Excise tax on investment income
- $1,578
Balance sheet and other
- Total assets, start of year
- $1,898,656
- Total assets, end of year
- $1,963,399
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,963,399
- Fair market value of assets
- $3,021,023
- Qualifying distributions
- $271,997
- Net investment income
- $121,131
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 |
|---|---|---|---|
| DIANE L LAMBERT 11005 NORTH SHORE DR, LAKE, MI 48632 | VP/DIRECTOR | 0.25 | $0 |
| STEPHEN J LAMBERT 11005 NORTH SHORE DR, LAKE, MI 48632 | VP/DIRECTOR | 0.25 | $0 |
| KRISTEN M LAMBERT 2221 MAPLEWOOD AVE, ROYAL OAK, MI 48073 | TREASURER | 0.25 | $0 |
| JENNIFER ROOP 810 CHELSEA COURT, OXFORD, MI 48371 | PRESIDENT | 0.25 | $0 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DIANE L LAMBERT 11005 NORTH SHORE DR, LAKE, MI 48632 | VP/DIRECTOR | 0.25 | $0 |
| STEPHEN J LAMBERT 11005 NORTH SHORE DR, LAKE, MI 48632 | VP/DIRECTOR | 0.25 | $0 |
| KRISTEN M LAMBERT 3336 PARKER DR, ROYAL OAK, MI 48073 | PRESIDENT/SE | 0.25 | $0 |
| JENNIFER ROOP 810 CHELSEA COURT, OXFORD, MI 48371 | TREASURER | 0.25 | $0 |
Address and contacts
- Address (IRS master file)
- 2221 MAPLEWOOD AVE, ROYAL OAK, MI 48073-3830
- In care of
- % JENNIFER E ROOP
- Signed the 990-PF
- KRISTEN M LAMBERT, TREASURER
- Phone
- (248) 202-1901
- Return prepared by
- RFM GROUP
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
- 27-1059467
- 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
- 2009
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $1,963,399
- Income (IRS master file)
- $762,613
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $344,364 | $279,619 | $1,963,399 | XML |
| 990-PF | December 2024 | $84,606 | $142,587 | $1,898,656 | IRS |
| 990-PF | December 2023 | $152,060 | $133,901 | $1,956,637 | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about ALENA FOUNDATION
- What is the EIN of ALENA FOUNDATION?
- The employer identification number (EIN) of ALENA FOUNDATION is 27-1059467.
- Is ALENA FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
- Are donations to ALENA FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ALENA FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ALENA FOUNDATION 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 ALENA FOUNDATION 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 ALENA FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does ALENA FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $344,364, expenses of $279,619 and total assets of $1,963,399 at year end.
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