ALLEN FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- ALLEN FAMILY CHARITABLE FOUNDATION (EIN 20-5490143)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202333199349108508
- Schema version
- 2022v5.0
- 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
- Form 990-PF
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T16:28:47-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FORVIS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 211 N ROBINSON AVE STE 600 | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 731029421 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205490143 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Allen Family Charitable Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % MANDY M GARVIE | InCareOfNm |
| Business Name Control | ALLE | BusinessNameControlTxt |
| Phone | 5802334455 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7301 BROADWAY EXTENSION STE 225 | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73116 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Mark Allen | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 5555555555 | PhoneNum |
| Signature | 2023-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Mark | PersonFirstNm |
| Person Last | Allen | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MANDY M GARVIE | PreparerPersonNm |
| PTIN | P00835432 | PTIN |
| Phone | 4056062580 | PhoneNum |
| Preparation | 2023-11-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $18,211,078 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $18,443 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $18,443 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $95,518 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $95,518 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $79,930 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,050,081 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $79,930 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $193,891 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $193,891 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $78,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $42,446 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $42,446 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $5,967 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $3,601 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $130,014 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $42,446 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $75,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $75,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $205,814 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $42,446 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $75,800 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$11,923 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $151,445 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,151,553 | CashBOYAmt |
| Cash EOY | $612,306 | CashEOYAmt |
| Cash EOYFMV | $612,306 | CashEOYFMVAmt |
| Corporate Stock BOY | $20,427,124 | CorporateStockBOYAmt |
| Corporate Stock EOY | $17,598,772 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $17,598,772 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $21,578,677 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,211,078 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $18,211,078 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| Donor Rstr Net Assets BOY | $21,578,677 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $18,211,078 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $21,578,677 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $18,211,078 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $21,578,677 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $18,211,078 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $21,578,677 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$11,923 | ExcessRevenueOverExpensesAmt |
| Other Increases | -$3,355,676 | OtherIncreasesAmt |
| Subtotal | $18,211,078 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $18,211,078 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| STRIDE BANK STOCK - ST | 2022-01-01 | 2022-12-31 | $45,940 | $59,867 | -$13,927 | -$13,927 |
| UBS STOCK - ST | 2022-01-01 | 2022-12-31 | $2,402,416 | $2,561,258 | -$158,842 | -$158,842 |
| CHARLES SCHWAB STOCK - ST | 2022-01-01 | 2022-12-31 | $844,897 | $711,699 | $133,198 | $133,198 |
| STRIDE BANK STOCK - LT | 2021-01-01 | 2022-12-31 | $496,284 | $501,959 | -$5,675 | -$5,675 |
| UBS STOCK - LT | 2021-01-01 | 2022-12-31 | $1,639,412 | $1,530,172 | $109,240 | $109,240 |
| CHARLES SCHWAB STOCK - LT | 2021-01-01 | 2022-12-31 | $615,032 | $605,196 | $9,836 | $9,836 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $79,930 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,105 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,105 | SubtotalAmt |
| Tax Based On Investment Income | $2,105 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $40,283 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $40,283 | TotalPaymentsAndCreditsAmt |
| Overpayment | $38,178 | OverpaymentAmt |
| Applied To ES Tax | $38,178 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OK | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MANDY M GARVIE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4058427977 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 211 N ROBINSON AVE STE 600 | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 731029421 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MARK ALLEN | ||||||||
| 3505 TURTLE CREEK BLVD 8F | DALLAS | TX | 75219 | PRESIDENT | 0 | $0 | $0 | $0 |
| GREG ALLEN | ||||||||
| 323 2ND ST SE MAILROOM BOX 19 | CHARLOTTESVILLE | VA | 22902 | SECRETARY/TREASURER | 0 | $0 | $0 | $0 |
| PAUL ALLEN | ||||||||
| 38 WOODLANDS | ENID | OK | 73703 | 1ST VICE PRESIDENT | 0 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CLAIRE ALLEN NEAL | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3514 MILTON AVE | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | 0 | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $78,000 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $16,481,626 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $881,929 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,363,555 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $17,363,555 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $260,453 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,103,102 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $855,155 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $855,155 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,105 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,105 | TotalTaxAmt |
| Distributable Before Adj | $853,050 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $853,050 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $853,050 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $75,800 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $75,800 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $853,050 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,803,541 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $248,192 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $286,716 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $100,105 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $2,438,554 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $75,800 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $75,800 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $777,250 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $777,250 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,661,304 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $1,026,291 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $635,013 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $248,192 | ExcessFromYear4Amt |
| Excess From Year3 | $286,716 | ExcessFromYear3Amt |
| Excess From Year2 | $100,105 | ExcessFromYear2Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PAUL ALLEN | ContributingManagerNm |
| Contributing Manager | MARK ALLEN | ContributingManagerNm |
| Contributing Manager | GREG ALLEN | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MARK ALLEN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7301 N BROADWAY EXTENSION STE 225 | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73116 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5802334455 | RecipientPhoneNum |
| Form And Info And Materials | THE PRIVATE FOUNDATION DOES NOT REQUIRE A SET FORMAT FOR APPLICATION FOR GRANTS, SCHOLARSHIPS, ETC. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | THERE IS NO DEADLINES FOR APPLICATIONS. | SubmissionDeadlinesTxt |
| Restrictions On Awards | THERE ARE NO RESTRICTIONS ON GRANTS, SCHOLARSHIPS, ETC. 78673P | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| NELIGH-OAKDALE EDUCATION FUND | |||||||
| PO Box 129 | NELIGH | NE | 68756 | NOT APPLICABLE | PC | PROGRAMS AND SERVICES TO PROMOTE EDUCATION | $4,800 |
| OKLAHOMA HALL OF FAME | |||||||
| 1400 CLASSEN DR | OKLAHOMA CITY | OK | 73106 | NOT APPLICABLE | PC | PROGRAMS AND SERVICES THAT SUPPORT EDUCATION | $5,000 |
| ENID HIGHER EDUCATION COUNCIL | |||||||
| PO BOX 1243 | ENID | OK | 73702 | NOT APPLICABLE | PC | PROGRAMS AND SERVICES THAT SUPPORT EDUCATON. | $10,000 |
| THE ASTROS FOUNDATION | |||||||
| 501 CRAWFORD ST | HOUSTON | TX | 77002 | NOT APPLICABLE | PC | PROGRAM AND SERVICES TO SUPPORT SPORTS | $35,000 |
| OKC PAL | |||||||
| 3826 S ROBINSON AVE | OKLAHOMA CITY | OK | 73109 | NOT APPLICABLE | PC | GENERAL SUPPORT | $1,000 |
| HOUSTON ARTS ALLIANCE | |||||||
| 5280 CAROLINE ST STE 100 | HOUSTON | TX | 77004 | NOT APPLICABLE | PC | PROGRAM AND SERVICES TO SUPPORT ART | $10,000 |
| DILLINGHAM FAMILY FOUNDATION | |||||||
| PO BOX 1669 | ENID | OK | 73702 | NOT APPLICABLE | PF | GENERAL SUPPORT | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $75,800 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $18,443 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $95,518 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $79,930 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME FOR K-1 | Desc |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $193,891 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $193,891 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MARKET VALUE OF SECURITIES | StockNm |
| EOY Book Value | $17,598,772 | EOYBookValueAmt |
| EOYFMV | $17,598,772 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| MARKETING | $216 |
| DEDUCTION FROM SCH K-1 | $600 |
| WEBSITE | $273 |
| MEETING EXPENSES | $2,512 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | -$3,355,676 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL TAXES & WITHHOLDING PA | Desc |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MGT FEES | CategoryTxt |
| Amt | $42,446 | Amt |
| Net Investment Income | $42,446 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PAYROLL TAXES | CategoryTxt |
| Amt | $5,967 | Amt |
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