ALLIED FOUNDATION INC: Form 990EZ, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- ALLIED FOUNDATION INC (EIN 47-3618153)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-05
- IRS object ID
- 202103099349201460
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-05T10:20:35-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 111986323 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARCUM LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1899 L STREET NW 850 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 473618153 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ALLIED FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O JENNIFER SHAER MD | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALLI | BusinessNameControlTxt |
| Phone | 6313864185 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 HUNTINGTON QUANDRANGLE NO 105S | AddressLine1Txt |
| City | MELVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11747 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JENNIFER SHAER MD | PersonNm |
| Person Title | BOARD CHAIR | PersonTitleTxt |
| Phone | 6313864185 | PhoneNum |
| Signature | 2021-11-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JENNIFER | PersonFirstNm |
| Person Last | SHAER MD | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P00132133 | PTIN |
| Phone | 2028225000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Website Address | ALLIEDFOUNDATION.ORG | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $107,595 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $107,595 | ContributionsGiftsGrantsEtcAmt |
| Special Events Direct Expenses | $9,600 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | -$9,600 | SpecialEventsNetIncomeLossAmt |
| Total Revenue | $97,995 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $2,500 | GrantsAndSimilarAmountsPaidAmt |
| Fees And Other Pymt To Ind Cntrct | $11,250 | FeesAndOtherPymtToIndCntrctAmt |
| Other Expenses Total | $58,831 | OtherExpensesTotalAmt |
| Total Expenses | $72,581 | TotalExpensesAmt |
| Excess Or Deficit For Year | $25,414 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $66,801 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $92,215 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,801 | BOYAmt |
| EOY | $92,215 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,801 | BOYAmt |
| EOY | $92,215 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,801 | BOYAmt |
| EOY | $92,215 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | OUR MISSION IS TO IMPROVE THE HEALTH AND WELL-BEING OF PEOPLE IN THE COMMUNITY. WE ACCOMPLISH OUR MISSION THROUGH FOUR PILLARS OF PURPOSE INCLUDING NEWBORN SUPPORT, EARLY CHILDHOOD LITERACY, COMMUNITY EDUCATION AND COMMUNITY SERVICE. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Grants And AllocationsGrantsAndAllocationsAmt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|---|
| NEWBORN SUPPORT: ALLIED FOUNDATION DIAPER BANKDIAPERS ARE AN ESSENTIAL NEED NO BABY SHOULD EVER HAVE TO GO WITHOUT. CHILDREN IN LOW-INCOME FAMILIES ARE AT GREATEST RISK OF SUFFERING THE EFFECTS OF DIAPER NEED BECAUSE MANY FAMILIES CANNOT AFFORD DIAPERS. THE GOVERNMENT DOES NOT RECOGNIZE DIAPERS AS A BASIC OR ESSENTIAL NEED AND NO PROGRAM (NOT SNAP, WIC OR MEDICAID) ALLOCATES DOLLARS SPECIFICALLY FOR THEIR PURCHASE. DIAPER NEED IMPACTS THE PHYSICAL, MENTAL, AND ECONOMIC WELL-BEING OF CHILDREN AND FAMILIES. THE ALLIED FOUNDATION DIAPER BANK COLLECTED, PURCHASED AND DISTRIBUTED 514,114 DIAPERS AND WIPES, FREE OF CHARGE TO FAMILIES IN NEED ACROSS LONG ISLAND (NASSAU AND SUFFOLK) AND WITHIN THE FIVE BOROUGHS OF NEW YORK. WE FORMED A COLLABORATION WITH 50 PARTNER AGENCIES IN COMMUNITIES AND HELPED FAMILIES WHO REQUIRED EMERGENCY DIAPER ASSISTANCE. THE FAMILIES WE SERVE RECEIVE SNAP AND WIC NUTRITIONAL PROGRAM SERVICES, ASSISTANCE FROM HUMAN SERVICE AGENCIES, UTILIZE FREE AND SUBSIDIZED CHILDCARE CENTERS AND FOOD PANTRIES. THEY RESIDE IN SHELTERS, MOTHER-CHILD HOUSING PROGRAMS, ARE SINGLE PARENTS, DOMESTIC VIOLENCE SURVIVORS, AND ARE LIVING WITH MENTAL ILLNESS. AS THE ONLY LONG ISLAND MEMBER OF THE NATIONAL DIAPER BANK NETWORK WE SHARE BEST PRACTICES WITH FELLOW DIAPER BANKS ACROSS THE NATION, SECURE DIAPERS AND WIPES THROUGH THEIR PROPRIETARY DIAPER PURCHASING PROGRAM AND ADVOCATE FOR FAMILIES ON A NATIONAL LEVEL TO ENACT CHANGE.BREASTFEEDING SUPPORT AND MILK DEPOTSOUR BREASTFEEDING SUPPORT PROGRAM EXPANDED DURING THE COVID-19 PANDEMIC TO GIVE MOMS AN IN-HOME RESOURCE AS HOME LACTATION VISITS WERE LIMITED. WE CREATED AN 8-WEEK WEBINAR SERIES, "MORNING MILK" LED BY INTERNATIONAL BOARD-CERTIFIED LACTATION CONSULTANTS COVERING A VARIETY OF TOPICS WITH QUESTION-AND-ANSWER SESSIONS TO PROVIDE SUPPORT FOR MOMS AND FOSTER THEIR BREASTFEEDING SUCCESS. OUR ALLIED MILK DEPOTS EXIST TO PROVIDE MOMS WITH A DIRECT WAY TO DONATE THEIR EXCESS BREAST MILK AND SAVE THE LIVES OF PREMATURE BABIES. THROUGH OUR ALLIED MILK DEPOTS LOCATED IN RIVERHEAD, NEW HYDE PARK AND NYACK WE COLLECTED 104,983 OUNCES OF DONOR MILK. THE LIFESAVING DONATED BREAST MILK IS DISTRIBUTED THROUGHOUT NEW YORK STATE IN PARTNERSHIP WITH THE NEW YORK MILK BANK. | $0 | $63,921 |
| EARLY CHILDHOOD LITERACY:OUR INITIATIVES AIM TO GIVE YOUNG CHILDREN FROM LOW-INCOME HOUSEHOLD'S ACCESS TO THE GIFT OF READING AND A FOUNDATION FOR THEIR ACADEMIC SUCCESS. ONE WAY IN WHICH WE ACHIEVE THIS MISSION IS THROUGH OUR REACH OUT AND READ INITIATIVE WHICH INTEGRATES READING ALOUD INTO PEDIATRIC CARE. OUR PEDIATRICIANS PROVIDE FAMILIES WITH THE UNDERSTANDING AND TOOLS THEY NEED TO MAKE READING AND STORYTELLING PART OF THEIR DAILY ROUTINES. OUR BOOK DONATIONS HELPED 3,426 CHILDREN BUILD THEIR HOME LIBRARIES AND FOSTER A LOVE OF READING. TOGETHER WE REACH 1 IN 4 CHILDREN FROM LOW-INCOME FAMILIES AND MAKE A DIFFERENCE IN A CHILD'S LIFE. AS AN EXTENSION OF OUR EFFORTS, WE UTILIZE OUR RESOURCES WITHIN THE COMMUNITY TO COLLECT BOOKS AND HELP ESTABLISH/REPLENISH LIBRARIES IN UNDERSERVED COMMUNITIES IN PARTNERSHIP WITH THE BOOK FAIRIES. | $0 | $3,350 |
| COMMUNITY SERVICE AND EDUCATIONWE HONOR THE PHILANTHROPIC LEGACY AND MEMORY OF THE EXTRAORDINARY LIFE LED BY ANDREW FIERSTEIN THROUGH AN AWARD GIVEN ANNUALLY TO A PEDIATRIC RESIDENT ENROLLED IN AN ACCREDITED NEW YORK PEDIATRIC TRAINING PROGRAM. THROUGH THIS AWARD WE SEEK TO REALIZE ANDREW'S DREAM, HIS PASSION FOR MEDICINE, AND HELP THOSE ALREADY ON THE PATH. WE ALSO ESTABLISHED AN ALLIED CARES INITIATIVE TO CELEBRATE THE PHILANTHROPY WITHIN OUR PRACTICES AND AMONG OUR STAFF WHO ARE MAKING AN IMPACT IN OUR COMMUNITIES. | $2,500 | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $69,771 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (8 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| JENNIFER SHAER MD | ||||
| BOARD CHAIR | 0.50 | $0 | $0 | $0 |
| HEATHER EDWARDS | ||||
| EXECUTIVE DIRECTOR | 0.50 | $0 | $0 | $0 |
| VALERIE MAYER | ||||
| TREASURER | 0.50 | $0 | $0 | $0 |
| BRIANNE CHIDICHIMO | ||||
| SECRETARY | 0.50 | $0 | $0 | $0 |
| KERRY FIERSTEIN MD | ||||
| DIRECTOR | 0.50 | $0 | $0 | $0 |
| GARY MIRKIN MD | ||||
| DIRECTOR | 0.50 | $0 | $0 | $0 |
| SCOTT SVITEK MD | ||||
| DIRECTOR | 0.50 | $0 | $0 | $0 |
| ETAN WALLS | ||||
| DIRECTOR UNTIL JUNE 2020 | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | 0 | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | 0 | OrganizationHadUBIInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Direct Indirect Pltcl Expend | $0 | DirectIndirectPltclExpendAmt |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficersInd |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| Tax Imposed On Organization Mgr | $0 | TaxImposedOnOrganizationMgrAmt |
| Tax Reimbursed By Organization | $0 | TaxReimbursedByOrganizationAmt |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JENNIFER SHAER MD | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 HUNTINGTON QUADRANGLE STE 105S | AddressLine1Txt |
| City | MELVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11747 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6313864185 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Donor Advised Fnds | 0 | DonorAdvisedFndsInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Tanning Services Provided | 0 | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| School Operating | 0 | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (1) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $74,532 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $88,313 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $102,560 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $111,329 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $107,595 | CurrentTaxYearAmt |
| Total | $484,329 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $74,532 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $88,313 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $102,560 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $111,329 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $107,595 | CurrentTaxYearAmt |
| Total | $484,329 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $143,236 | SubstantialContributorsTotAmt |
| Public Support Total170 | $341,093 | PublicSupportTotal170Amt |
| Total Support | $484,329 | TotalSupportAmt |
| Public Support CY170 | 0.70430 | PublicSupportCY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA | Event1Nm |
| Gross Receipts Event1 | $28,574 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $28,574 | CharitableContriEvent1Amt |
| Other Direct Expenses Event1 | $9,600 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $28,574 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $28,574 | CharitableContributionsTotAmt |
| Oth Direct Expnss Total Events | $9,600 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $9,600 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$9,600 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID | ACTIVITY CLASSIFICATION: SCHOLARSHIP AWARDS. GRANTEE NAME: KELSEY MCLEOD. DATE OF GIFT: 11/09/20. AMOUNT GIVEN: 2,500. |
| FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES | DESCRIPTION: ADVERTISING/PROMOTIONAL . AMOUNT: 361. DESCRIPTION: INSURANCE - LIABILITY. AMOUNT: 1,201. DESCRIPTION: OFFICE EXPENSES. AMOUNT: 1,173. DESCRIPTION: PROGRAM EXPENSES: DIAPER BANK. AMOUNT: 52,671. DESCRIPTION: PROGRAM EXPENSES: LITERACY PROGRAM. AMOUNT: 3,350. DESCRIPTION: TAXES & LICENSES . AMOUNT: 75. TOTAL TO FORM 990-EZ, LINE 16: 58,831. |
Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Declaration | THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT. | DeclarationDesc |
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