Don and Marilyn Allan Family Foundation

EIN 46-1505684 • West Hartford, CT

Cummings Lockwood 75 Isham Rd 400West Hartford, CT 06107

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

0.00x

Tied with the lowest-debt nonprofits in its peer group.

<$500k nonprofits • Source year 2025

0.00x

Tied with the lowest-debt nonprofits in its peer group.

<$500k nonprofits • Source year 2025

31%

Higher net margin than 82% of similar nonprofits.

<$500k nonprofits • Source year 2025

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

<$500k nonprofits • Source year 2025

6.6%

Faster asset growth than 67% of similar nonprofits.

<$500k nonprofits • Annualized from 2024 to 2025

12%

Faster revenue growth than 65% of similar nonprofits.

<$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet

Liabilities / Assets63rd percentile

Assets

$95,007

Up $5,855 (+6.6%) from 2024

Liabilities

Flat

Flat from 2024

Net Assets

$95,007

Up $5,855 (+6.6%) from 2024

Operations

Liabilities / Revenue66th percentile Net Margin82nd percentile

Revenue

$18,394

Up $1,988 (+12%) from 2024

Expenses

Down

$12,629

Down $46,133 (-79%) from 2024

Net Income

$5,765

Up $48,121 (+114%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth67th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

Highlighted filing

2025

Assets$95,007

Liabilities$0

Net Assets$95,007

Open 2025 Filing

Operations Trend

Revenue Growth65th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

Highlighted filing

2025

Revenue$18,394

Expenses$12,629

Net Income$5,765

Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $95,007
Liabilities: $0
Net assets: $95,007
Revenue: $18,394
Expenses: $12,629
Net income: $5,765

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Detailed filing. Detailed filing data is available for this year.	$0.95	$0.00	$0.95	$0.18	$0.13	$0.06
2024Detailed filing. Detailed filing data is available for this year.	$0.89	$0.00	$0.89	$0.16	$0.59	$0.42
2023Detailed filing. Detailed filing data is available for this year.	$1.31	$0.00	$1.31	$0.05	$0.79	$0.74
2022Detailed filing. Detailed filing data is available for this year.	$2.04	$0.00	$2.04	$0.39	$1.90	$1.51
2021Detailed filing. Detailed filing data is available for this year.	$3.57	$0.00	$3.57	$0.27	$1.53	$1.25
2020Detailed filing. Detailed filing data is available for this year.	$4.82	$0.00	$4.82	$3.68	$1.19	$2.50
2016Summary only. Only limited summary data is available for this year.	$3.61	$0.00		$1.50	$1.06	$0.44
2015Summary only. Only limited summary data is available for this year.	$3.17	$0.00		$0.28	$0.98	$0.70
2014Summary only. Only limited summary data is available for this year.	$3.87	$0.00		$0.17	$0.54	$0.36
2013Summary only. Only limited summary data is available for this year.	$4.23	$0.00		$4.33	$0.10	$4.23

Latest Filing Detail

Jump To

Filing Snapshot

Filing Period: Jul 1, 2024 to Jun 30, 2025
Signed: Aug 25, 2025
Return Version: 2024v5.2

Compensation and Service Providers

Top Officer Pay81st percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
DONALD ALLAN JR	Trustee	-	$0	-	-
MARILYN N ALLAN	Trustee	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Don and Marilyn Allan Family Foundation
EIN: 46-1505684
Phone: 8603134927
Address: CUMMINGS LOCKWOOD 75 ISHAM RD 400, WEST HARTFORD, CT 06107

Signing Officer

Name: Don Allan Trustee
Title: Trustee
Phone: 8603134927
Signed: 2025-08-25
Discuss with paid preparer: Yes

Preparer

Firm: Cummings & Lockwood LLC
Address: 75 ISHAM ROAD SUITE 400, WEST HARTFORD, CT 06107
Preparer: Isabel Rolfe
Phone: 8603134900

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	CURRENT USE FOR CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	CURRENT USE FOR CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	2	CURRENT USE FOR CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	DREAMCHASER PMU RESCUE AND REHABILITATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	1	SOUTHERN POVERTY LAW CENTER INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	2	SPEAK UP FOR HORSES INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	1	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	2	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	1	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	2	NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	6340 KINCHELOE DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	400 WASHINGTON AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	PO BOX 434
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	FALCON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	MONTGOMERY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	FALMOUTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	65470
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	36104
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	41040
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt	0	0
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	5000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	5000
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	5847
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	847
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	45032
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	62499
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	163932
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	110705
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	91102
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	847
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	90255
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	382168
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	45032
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	62499
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	163932
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	110705
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	5000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	472423
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	473270
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
LegalFeesSchedule/LegalFeesGrp/CategoryTxt	0	CUMMINGS & LOCKWOOD LLC
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt	0	0
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt	0	5538
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt	0	5538
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	MERRILL LYNCH WEALTH MANAGEMENT, ADVISORY FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	MERRILL LYNCH WEALTH MANAGEMENT, OVERDRAFT
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	1	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	1277
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	1	814
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	1277
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	814
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	0	90
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	0	ADJUSTMENT TO BALANCE
ReturnHeader/BuildTS	0	2025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	DON ALLAN TRUSTEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	8603134927
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2025-08-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	DON AND MARILYN ALLAN FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	DONA
ReturnHeader/Filer/EIN	0	461505684
ReturnHeader/Filer/PhoneNum	0	8603134927
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	CUMMINGS LOCKWOOD 75 ISHAM RD 400
ReturnHeader/Filer/USAddress/CityNm	0	WEST HARTFORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	CT
ReturnHeader/Filer/USAddress/ZIPCd	0	06107
ReturnHeader/IRSResponsiblePrtyInfoCurrInd	0	0
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	060312590
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	CUMMINGS & LOCKWOOD LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	75 ISHAM ROAD SUITE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	WEST HARTFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	06107
ReturnHeader/PreparerPersonGrp/PhoneNum	0	8603134900
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	ISABEL ROLFE
ReturnHeader/ReturnTs	0	2025-08-25T08:35:42-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2024-07-01
ReturnHeader/TaxPeriodEndDt	0	2025-06-30
ReturnHeader/TaxYr	0	2024

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