Skip to main content
IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 36-3358749

CARNOT AND LUCEILE ALLEN FOUNDATION

Tax-exempt · LAKE FOREST, IL 60045

Financials

$3K$9K2023$5K$11K2024
Revenue Expenses · by fiscal year end
Financials of CARNOT AND LUCEILE ALLEN FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$5,332$10,951-$5,619$66,909$0$66,909
December 31, 2023990-PF$3,288$9,336-$6,048$72,528$0$72,528
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$2,465
Interest
$4
Net gain from sales of assets
$2,863

Expenses

Grants and similar amounts paid
$6,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$6,000
Excise tax on investment income
$5

Balance sheet and other

Total assets, start of year
$72,528
Total assets, end of year
$66,909
Total liabilities, end of year
$0
Net assets, end of year
$66,909
Fair market value of assets
$91,973
Qualifying distributions
$6,000
Net investment income
$5,332

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, 2024, highest compensation first.

NameTitleHours / weekCompensation
RUTH ALLEN
265 WHITE OAK LANE, WINNETKA, IL 60093
SECY TREASURER0$0
CYNTHIA SMITH
3818 HORIZON VIEW WAY, SANTA ROSA, CA 95404
DIRECTOR0$0
SUSAN A HUGHES
10404 NE 121ST STREET, KIRKLAND, WA 98033
DIRECTOR0$0
STUART R ALLEN
883 MORNINGSIDE DRIVE, LAKE FOREST, IL 60045
DIRECTOR1$0
DOUGLAS E ALLEN
27 QUAIL DRIVE, LAKE FOREST, IL 60045
PRESIDENT1$0
JAMES ALLEN
3061 E FLOYD DRIVE, DENVER, CO 80209
DIRECTOR0$0
990-PF for the year ended December 31, 2023: 6 people
NameTitleHours / weekCompensation
RUTH ALLEN
265 WHITE OAK LANE, WINNETKA, IL 60093
secy treasurer0$0
CYNTHIA SMITH
3818 HORIZON VIEW WAY, SANTA ROSA, CA 95404
Director0$0
SUSAN A HUGHES
10404 NE 121ST STREET, KIRKLAND, WA 98033
Director0$0
STUART R ALLEN
883 MORNINGSIDE DRIVE, LAKE FOREST, IL 60045
Director1$0
DOUGLAS E ALLEN
27 QUAIL DRIVE, LAKE FOREST, IL 60045
President1$0
JAMES ALLEN
3061 E FLOYD DRIVE, DENVER, CO 80209
Director0$0

Address and contacts

Address (IRS master file)
27 W QUAIL DR, LAKE FOREST, IL 60045-2987
Signed the 990-PF
DOUGLAS E ALLEN, PRESIDENT
Phone
(847) 417-6480
Return prepared by
PBG FINANCIAL SERVICES PLLC

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
36-3358749
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private operating foundation
Donations deductible (Pub 78)
Private operating foundation, 50% limit
Exempt since
1985
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$66,909
Income (IRS master file)
$13,045

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$5,332$10,951$66,909XML
990-PFDecember 2023$3,288$9,336$72,528XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 36-3358749).

Questions about CARNOT AND LUCEILE ALLEN FOUNDATION

What is the EIN of CARNOT AND LUCEILE ALLEN FOUNDATION?
The employer identification number (EIN) of CARNOT AND LUCEILE ALLEN FOUNDATION is 36-3358749.
Is CARNOT AND LUCEILE ALLEN FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1985.
Are donations to CARNOT AND LUCEILE ALLEN FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
Which annual return does CARNOT AND LUCEILE ALLEN FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of CARNOT AND LUCEILE ALLEN FOUNDATION due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did CARNOT AND LUCEILE ALLEN FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of CARNOT AND LUCEILE ALLEN FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 6 people; 0 received compensation from the organization.
How much revenue does CARNOT AND LUCEILE ALLEN FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $5,332, expenses of $10,951 and total assets of $66,909 at year end.

Other nonprofits in LAKE FOREST

All nonprofits in LAKE FOREST · Illinois