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Nonprofit · EIN 59-3325134

CALVIN & MARISA ALLEN FOUNDATION INC

Tax-exempt (reinstated) · BROOKHAVEN, GA 30319

Financials

$269K$765K2023$446K$760K2024$3.1M$907K2025
Revenue Expenses · by fiscal year end
Financials of CALVIN & MARISA ALLEN FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$3,071,225$907,075$2,164,150$7,803,518$0$7,803,518
December 31, 2024990-PF$446,213$760,355-$314,142$6,660,166$0$6,660,166
December 31, 2023990-PF$268,875$765,076-$496,201$6,974,340$0$6,974,340
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$2,413,183
Dividends
$324,688
Net gain from sales of assets
$333,354

Expenses

Grants and similar amounts paid
$740,034
Compensation of officers, directors and key employees
$72,000
Disbursements for charitable purposes
$789,118
Excise tax on investment income
$7,568

Balance sheet and other

Total assets, start of year
$6,660,166
Total assets, end of year
$7,803,518
Total liabilities, end of year
$0
Net assets, end of year
$7,803,518
Fair market value of assets
$13,473,929
Qualifying distributions
$789,118
Net investment income
$658,042

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.

NameTitleHours / weekCompensation
CALVIN ALLEN JR
1550 BROOKHAVEN HILL NE, ATLANTA, GA 30319
TREASURER7$36,000
ANNE CHEATHAM
14044 HORSE CREEK TRAIL, VALLEY CENTER, CA 92082
PRESIDENT10$36,000
CAROL ALLEN
1550 BROOKHAVEN HILL NE, ATLANTA, GA 30319
DIRECTOR0.01$0
ELIZABETH CHEATHAM MCNAIRY
14044 HORSE CREEK TRAIL, VALLEY CENTER, CA 92082
DIRECTOR0.01$0
990-PF for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
CALVIN ALLEN JR
1550 BROOKHAVEN HILL NE, ATLANTA, GA 30319
TREASURER7$36,000
ANNE CHEATHAM
14044 HORSE CREEK TRAIL, VALLEY CENTER, CA 92082
PRESIDENT10$36,000
CAROL ALLEN
1550 BROOKHAVEN HILL NE, ATLANTA, GA 30319
DIRECTOR0.01$0
ELIZABETH CHEATHAM MCNAIRY
14044 HORSE CREEK TRAIL, VALLEY CENTER, CA 92082
DIRECTOR0.01$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
CALVIN ALLEN JR
1550 BROOKHAVEN HILL NE, ATLANTA, GA 30319
TREASURER7$36,000
ANNE CHEATHAM
14044 HORSE CREEK TRAIL, VALLEY CENTER, CA 92082
PRESIDENT10$36,000
CAORL ALLEN
1550 BROOKHAVEN HILL NE, ATLANTA, GA 30319
DIRECTOR0.01$0
ELIZABETH CHEATHAM MCNAIRY
14044 HORSE CREEK TRAIL, VALLEY CENTER, CA 92082
DIRECTOR0.01$0

Address and contacts

Address (IRS master file)
1550 BROOKHAVEN HL NE, BROOKHAVEN, GA 30319-2579
In care of
% CALVIN ALLEN
Signed the 990-PF
CALVIN R ALLEN JR, TREASURER
Phone
(404) 266-9448
Return prepared by
CREATIVE PLANNING 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 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, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
59-3325134
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
2014
Accounting year ends
December
Files
Form 990-PF
Category (NTEE)
Unknown (Z99)
Assets (IRS master file)
$7,803,518
Income (IRS master file)
$3,747,799

Revocation and reinstatement

Exemption revoked
May 15, 2010
Posted by the IRS
August 20, 2014
Reinstated
Effective May 15, 2010

From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$3,071,225$907,075$7,803,518IRS
990-PFDecember 2024$446,213$760,355$6,660,166IRS
990-PFDecember 2023$268,875$765,076$6,974,340XML
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 59-3325134).

Questions about CALVIN & MARISA ALLEN FOUNDATION INC

What is the EIN of CALVIN & MARISA ALLEN FOUNDATION INC?
The employer identification number (EIN) of CALVIN & MARISA ALLEN FOUNDATION INC is 59-3325134.
Is CALVIN & MARISA ALLEN FOUNDATION INC tax-exempt?
Yes. The IRS revoked its exemption on May 15, 2010 and reinstated it effective May 15, 2010.
Are donations to CALVIN & MARISA ALLEN FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does CALVIN & MARISA ALLEN FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of CALVIN & MARISA ALLEN FOUNDATION INC 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 CALVIN & MARISA ALLEN FOUNDATION INC 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 CALVIN & MARISA ALLEN FOUNDATION INC?
The 990-PF for the year ended December 31, 2025 lists 4 people; 2 received compensation from the organization, the highest $36,000 (CALVIN ALLEN JR, TREASURER).
How much revenue does CALVIN & MARISA ALLEN FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $3,071,225, expenses of $907,075 and total assets of $7,803,518 at year end.

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