Nonprofit · EIN 27-6799969
ALLEN FAMILY CHARITABLE TR
Also known as HARVEY ALLEN TTEE
Tax-exempt · WOODSIDE, CA 94062
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $81,614 | $436,920 | -$355,306 | $2,998,552 | $47,600 | $2,950,952 |
| December 31, 2024 | 990-PF (amended) | $169,052 | $347,092 | -$178,040 | $4,192,915 | $27,918 | $4,164,997 |
| December 31, 2023 | 990-PF (amended) | $176,674 | $341,518 | -$164,844 | $4,405,334 | $32,768 | $4,372,566 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $146,747
- Interest
- $56
- Net gain from sales of assets
- -$70,356
- Other income
- $5,167
Expenses
- Grants and similar amounts paid
- $412,590
- Disbursements for charitable purposes
- $412,590
- Excise tax on investment income
- $2,041
Balance sheet and other
- Total assets, start of year
- $4,192,915
- Total assets, end of year
- $2,998,552
- Total liabilities, end of year
- $47,600
- Net assets, end of year
- $2,950,952
- Fair market value of assets
- $5,735,645
- Qualifying distributions
- $412,590
- Net investment income
- $146,803
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 |
|---|---|---|---|
| HARVEY ALLEN 760 BEAR GULCH ROAD, WOODSIDE, CA 94062 | Trustee | 0 | $0 |
| DONNA ALLEN 760 BEAR GULCH ROAD, WOODSIDE, CA 94062 | Trustee | 0 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HARVEY ALLEN 760 BEAR GULCH ROAD, WOODSIDE, CA 94062 | Trustee | 0 | $0 |
| JANET MARGULIES 40 CHABLIS, RANCHO MIRAGE, CA 92270 | Trustee | 0 | $0 |
| DONNA ALLEN 760 BEAR GULCH ROAD, WOODSIDE, CA 94062 | Trustee | 0 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HARVEY ALLEN 760 BEAR GULCH ROAD, WOODSIDE, CA 94062 | Trustee | 0 | $0 |
| JANET MARGULIES 40 CHABLIS, RANCHO MIRAGE, CA 92270 | Trustee | 0 | $0 |
| DONNA ALLEN 760 BEAR GULCH ROAD, WOODSIDE, CA 94062 | Trustee | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 760 BEAR GULCH RD, WOODSIDE, CA 94062-4428
- In care of
- % ACKERMAN LEVINE ET AL
- Signed the 990-PF
- HARVEY ALLEN, Trustee
- Phone
- (650) 851-5881
- Return prepared by
- ROSS STRENT & CO LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 27-6799969 or by the name ALLEN FAMILY CHARITABLE TR.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
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
- 27-6799969
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $2,998,552
- Income (IRS master file)
- $801,504
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $81,614 | $436,920 | $2,998,552 | IRS |
| 990-PF | December 2024 | $169,052 | $347,092 | $4,192,915 | XML |
| 990-PF | December 2023 | $176,674 | $341,518 | $4,405,334 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 27-6799969).
Questions about ALLEN FAMILY CHARITABLE TR
- What is the EIN of ALLEN FAMILY CHARITABLE TR?
- The employer identification number (EIN) of ALLEN FAMILY CHARITABLE TR is 27-6799969.
- Is ALLEN FAMILY CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3).
- Which annual return does ALLEN FAMILY CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ALLEN FAMILY CHARITABLE TR 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 ALLEN FAMILY CHARITABLE TR 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 ALLEN FAMILY CHARITABLE TR?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does ALLEN FAMILY CHARITABLE TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $81,614, expenses of $436,920 and total assets of $2,998,552 at year end.
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