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Nonprofit · EIN 82-6681137

BEARING FRUIT FOUNDATION TR

Also known as FRANK ALLEN TTEE

Tax-exempt · MISSION VIEJO, CA 92691

Financials

$114K$122K2023$118K$114K2024
Revenue Expenses · by fiscal year end
Financials of BEARING FRUIT FOUNDATION TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$117,505$114,400$3,105$256,040$0$256,040
December 31, 2023990-PF$113,542$122,450-$8,908$252,935$0$252,935
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$117,481
Interest
$24

Expenses

Grants and similar amounts paid
$113,225
Disbursements for charitable purposes
$114,400

Balance sheet and other

Total assets, start of year
$252,935
Total assets, end of year
$256,040
Total liabilities, end of year
$0
Net assets, end of year
$256,040
Fair market value of assets
$256,040
Qualifying distributions
$114,400
Net investment income
$24

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
FRANK ALLEN
27455 ALMENDRA, MISSION VIEJO, CA 92691
Director3$0
KAREN ALLEN
27455 ALMENDRA, MISSION VIEJO, CA 92691
Director3$0
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
FRANK ALLEN
27455 ALMENDRA, MISSION VIEJO, CA 92691
Director3$0
KAREN ALLEN
27455 ALMENDRA, MISSION VIEJO, CA 92691
Director3$0

Address and contacts

Address (IRS master file)
27455 ALMENDRA, MISSION VIEJO, CA 92691-1701
Signed the 990-PF
FRANK ALLEN, Director
Phone
(949) 768-6850
Return prepared by
JOHN L RYCHEL & COMPANY

California records

California keeps its own records of charities and corporations. Search them by EIN 82-6681137 or by the name BEARING FRUIT FOUNDATION TR.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

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
82-6681137
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
2020
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$256,040
Income (IRS master file)
$117,505

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$117,505$114,400$256,040IRS
990-PFDecember 2023$113,542$122,450$252,935XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 82-6681137).

Questions about BEARING FRUIT FOUNDATION TR

What is the EIN of BEARING FRUIT FOUNDATION TR?
The employer identification number (EIN) of BEARING FRUIT FOUNDATION TR is 82-6681137.
Is BEARING FRUIT FOUNDATION TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2020.
Are donations to BEARING FRUIT FOUNDATION TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does BEARING FRUIT FOUNDATION TR file?
Form 990-PF. Private foundations file every year.
When is the next return of BEARING FRUIT FOUNDATION TR 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 BEARING FRUIT FOUNDATION TR 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 BEARING FRUIT FOUNDATION TR?
The 990-PF for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
How much revenue does BEARING FRUIT FOUNDATION TR have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $117,505, expenses of $114,400 and total assets of $256,040 at year end.

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