Lloyd J Allen Charitable Tr
- Assets
- $3.3m
- Revenue
- $244.4k
- Investments
- $3.2m
- Employees
- 0
- Location
- Tumwater, WA
- Founding
- 03/2015
- Data as of
- 12/2023
- EIN
- 46-6624210
Organization Overview
Lloyd J Allen Charitable Tr is located in Tumwater, WA. The organization was established in 2015. According to its NTEE Classification (B82) the organization is classified as: Scholarships & Student Financial Aid, under the broad grouping of Education and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Lloyd J Allen Charitable Tr is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2023, Lloyd J Allen Charitable Tr generated $244.4k in total revenue. This organization has experienced exceptional growth, as over the past 5 years, it has increased revenue by an average of 14.2% each year . All expenses for the organization totaled $221.1k during the year ending 12/2023. You can explore the organizations financials more deeply in the financial statements section below.
Since 2019, Lloyd J Allen Charitable Tr has awarded 43 individual grants totaling $774,991. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Dennis Womac Trustee | 2 | $6,000 | |
Joseph Womac Trustee | 2 | $6,000 | |
Mary Ulin Trustee | 2 | $6,000 | |
Daniel Womac Trustee | 2 | $6,000 | |
Traci L Hurn Trustee | 2 | $6,000 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $92,892 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $151,508 |
| Capital Gain Net Income | $151,508 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $244,400 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $30,000 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $8,656 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $46,256 |
| Total operating and administrative expenses | $89,067 |
| Contributions, gifts, grants paid | $132,000 |
| Total expenses and disbursements | $221,067 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $180 |
| Savings and temporary cash investments | $65,015 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $3,267,688 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Lloyd J Allen Charitable Tr has awarded $132,000 in support to 7 organizations.
| Grant Recipient | Amount |
|---|---|
FORKS TIMBER MUSEUM PURPOSE: SUPPORT | $500 |
CLALLAM COUNTY PURPOSE: PUBLIC WORKS - CALAWAH BRIDGE | $70,000 |
CITY OF FORKS PURPOSE: CONTRIBUTIONS FOR PROJECTS/REPAIRS | $36,000 |
FORKS COMMUNITY HOSPITAL FOUNDATION PURPOSE: DISASTER RELIEF | $3,500 |
FRIENDS OF FORKS ANIMALS PURPOSE: SUPPORT | $8,000 |
FORKS COMMUNITY FOOD BANK PURPOSE: SUPPORT | $10,000 |