Nonprofit · EIN 85-3930382
ROBERT AND SUE ALLEN FAMILY FOUNDATION INC
Tax-exempt · GILBERT, AZ 85297
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $63,322 | $71,833 | -$8,511 | $502,108 | $4,729 | $497,379 |
| December 31, 2023 | 990-PF | $39,667 | $79,575 | -$39,908 | $510,619 | $4,729 | $505,890 |
| December 31, 2022 | 990-PF | $11,726 | $16,767 | -$5,041 | $550,527 | $4,729 | $545,798 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Interest
- $18,773
- Other income
- $44,549
Expenses
- Grants and similar amounts paid
- $70,000
- Disbursements for charitable purposes
- $70,000
- Excise tax on investment income
- $880
Balance sheet and other
- Total assets, start of year
- $510,619
- Total assets, end of year
- $502,108
- Total liabilities, end of year
- $4,729
- Net assets, end of year
- $497,379
- Fair market value of assets
- $1,263,277
- Qualifying distributions
- $70,000
- Net investment income
- $63,322
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT J ALLEN 2934 E BONANZA ROAD, GILBERT, AZ 85297 | Director | 0 | $0 |
| SUE A ALLEN 2934 E BONANZA ROAD, GILBERT, AZ 85297 | Director | 0 | $0 |
| ROBERT C ALLEN 4499 E JUANITA AVE, GILBERT, AZ 85234 | Director | 0 | $0 |
| KATHRYN S CULLIMORE 3082 E BONANZA ROAD, GILBERT, AZ 85297 | Director | 0 | $0 |
| TODD M ALLEN 5876 W 11350 N, HIGHLAND, UT 84003 | Director | 0 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT J ALLEN 2934 E BONANZA ROAD, GILBERT, AZ 85297 | Director | 0 | $0 |
| SUE A ALLEN 2934 E BONANZA ROAD, GILBERT, AZ 85297 | Director | 0 | $0 |
| ROBERT C ALLEN 4499 E JUANITA AVE, GILBERT, AZ 85234 | Director | 0 | $0 |
| KATHRYN S CULLIMORE 3082 E BONANZA ROAD, GILBERT, AZ 85297 | Director | 0 | $0 |
| TODD M ALLEN 4402 E MILLBRAE LN, GILBERT, AZ 85234 | Director | 0 | $0 |
990-PF for the year ended December 31, 2022: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT J ALLEN 2934 E BONANZA ROAD, GILBERT, AZ 85297 | Director | 0 | $0 |
| SUE A ALLEN 2934 E BONANZA ROAD, GILBERT, AZ 85297 | Director | 0 | $0 |
| ROBERT C ALLEN 4499 E JUANITA AVE, GILBERT, AZ 85234 | Director | 0 | $0 |
| KATHRYN S CULLIMORE 3082 E BONANZA ROAD, GILBERT, AZ 85297 | Director | 0 | $0 |
| TODD M ALLEN 4402 E MILLBRAE LN, GILBERT, AZ 85234 | Director | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 2934 E BONANZA RD, GILBERT, AZ 85297-7606
- Signed the 990-PF
- ROBERT J ALLEN, President & CEO
- Phone
- (480) 772-9029
- Return prepared by
- PACKARD APPLEBY & ROGERS PC
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 | Not 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
- 85-3930382
- 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
- 2023
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $502,108
- Income (IRS master file)
- $63,322
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $63,322 | $71,833 | $502,108 | XML |
| 990-PF | December 2023 | $39,667 | $79,575 | $510,619 | XML |
| 990-PF | December 2022 | $11,726 | $16,767 | $550,527 | XML |
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 85-3930382).
Questions about ROBERT AND SUE ALLEN FAMILY FOUNDATION INC
- What is the EIN of ROBERT AND SUE ALLEN FAMILY FOUNDATION INC?
- The employer identification number (EIN) of ROBERT AND SUE ALLEN FAMILY FOUNDATION INC is 85-3930382.
- Is ROBERT AND SUE ALLEN FAMILY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2023.
- Are donations to ROBERT AND SUE ALLEN FAMILY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ROBERT AND SUE ALLEN FAMILY FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ROBERT AND SUE ALLEN FAMILY FOUNDATION INC 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 ROBERT AND SUE ALLEN FAMILY FOUNDATION INC 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 ROBERT AND SUE ALLEN FAMILY FOUNDATION INC?
- The 990-PF for the year ended December 31, 2024 lists 5 people; 0 received compensation from the organization.
- How much revenue does ROBERT AND SUE ALLEN FAMILY FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $63,322, expenses of $71,833 and total assets of $502,108 at year end.
Other nonprofits in GILBERT
- BEYOND WORDS EIN 51-0673009 · last filed 990-PF for 2025
- NO MISSING LINKS FOUNDATION EIN 81-0789019 · last filed 990-PF for 2024
- TED AND LORRAINE GLASRUD FAMILY FOUNDATION INC EIN 30-0094715 · last filed 990-PF for 2024
- DOBSON FAMILY FOUNDATION INC EIN 99-1619251 · last filed 990-PF for 2025
- GILBERT CHAMBER OF COMMERCE FOUNDATION INC EIN 81-5012148 · last filed 990 for 2025
- MANWARING FAMILY GIVING FOUNDATION EIN 39-4739438 · last filed 990-PF for 2025
- HAGENSEN FAMILY FOUNDATION INC EIN 88-2202504 · last filed 990-PF for 2025
- DICECCO FAMILY FOUNDATION EIN 27-6293117 · last filed 990-PF for 2024
All nonprofits in GILBERT · Arizona · Philanthropy, voluntarism and grantmaking foundations