ALLEN FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ALLEN FAMILY CHARITABLE FOUNDATION (EIN 20-5490143)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202043219349102759
- Schema version
- 2019v5.1
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- 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 | 2020-11-16T10:37:46-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD 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 | 2019-01-01 | 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 | 2020-04-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MANDY M GARVIE | PreparerPersonNm |
| PTIN | P00835432 | PTIN |
| Phone | 4056062580 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 167.68.126.162 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 73218720203215000002 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-11-16 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 90EAF0CE2923E997FAB00779AEB333E3DC586868 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | EB953578EA432E9FC05990827848A5437B9729D4 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $17,638,100 | 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 | $1,000,700 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $12,475 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $12,475 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $172,319 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $172,319 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,010,998 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $14,025,992 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,010,997 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,196,492 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,195,791 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $78,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $570 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $60,961 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $60,961 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $119 | InterestRevAndExpnssAmt |
| Taxes Rev And Expnss | $13,958 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,139 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $3,377 | TravConfMeetingRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $20,125 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $177,110 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $64,100 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $465,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $465,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $642,910 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $64,100 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $465,800 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,553,582 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,131,691 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,496,146 | CashBOYAmt |
| Cash EOY | $1,126,901 | CashEOYAmt |
| Cash EOYFMV | $1,126,901 | CashEOYFMVAmt |
| Corporate Stock BOY | $12,343,940 | CorporateStockBOYAmt |
| Corporate Stock EOY | $16,511,199 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $16,511,199 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $13,840,086 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,638,100 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,638,100 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| Donor Rstr Net Assets BOY | $13,840,086 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $17,638,100 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $13,840,086 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $17,638,100 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $13,840,086 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $17,638,100 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $13,840,086 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,553,582 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,244,432 | OtherIncreasesAmt |
| Subtotal | $17,638,100 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $17,638,100 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| STRIDE BANK ST - 7501 | D | 2018-12-20 | 2019-12-11 | $8,224 | $6,074 | $2,150 | $2,150 |
| STRIDE BANK LT - 7501 | D | 2019-12-11 | $1,981,326 | $1,611,904 | $369,422 | $369,422 | |
| STRIDE BANK ST NON-COVERED - 7501 | D | 2019-12-16 | $157 | $157 | $157 | ||
| STRIDE BANK LT NON-COVERED - 7501 | D | 2019-12-16 | $42,153 | $42,153 | $42,153 | ||
| MERRILL LYNCH LT - 2905 | D | 2014-09-23 | 2019-09-27 | $2,649,624 | $2,000,000 | $649,624 | $649,624 |
| UBS ST - 16497 | D | 2019-12-31 | $1,773,042 | $1,691,666 | $81,369 | $81,376 | |
| UBS ST - 09703 | D | 2019-08-30 | $978,861 | $999,815 | -$20,810 | -$20,954 | |
| UBS LT - 09703 | D | 2009-12-31 | $6,589,616 | $6,706,206 | -$116,057 | -$116,590 | |
| CAPITAL GAIN DIVIDENDS | P | $103 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,010,997 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $910,235 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $13,454,771 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.067651 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,730,594 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $13,530,371 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.201812 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $714,528 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $13,396,895 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.053335 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,232,206 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $12,859,656 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.09582 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $984,634 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $13,419,214 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.073375 | DistributionYr5Rt |
| Total Distribution | 0.491993 | TotalDistributionRt |
| Average Distribution | 0.098399 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $15,503,007 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,525,480 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $11,317 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,536,797 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $465,800 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $22,634 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $22,634 | SubtotalAmt |
| Tax Based On Investment Income | $22,634 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,720 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $20,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $30,720 | TotalPaymentsAndCreditsAmt |
| Overpayment | $8,086 | OverpaymentAmt |
| Applied To ES Tax | $8,086 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| JOAN ALLEN | ||||||||
| 38 WOODLANDS | ENID | OK | 73073 | 2ND VICE PRESIDENT | 0 | $0 | $0 | $0 |
| MARK ALLEN | ||||||||
| 3505 TURTLE CREEK BLVD 8F | DALLAS | TX | 75219 | PRESIDENT | 0 | $0 | $0 | $0 |
| GREG ALLEN | ||||||||
| 1515 LONDON ROAD | CHARLOTTESVILLE | VA | 22901 | SECRETARY/TREASURER | 0 | $0 | $0 | $0 |
| PAUL ALLEN | ||||||||
| 38 WOODLANDS | ENID | OK | 73703 | 1ST VICE PRESIDENT | 0 | $0 | $0 | $0 |
| 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 | $14,427,570 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,311,523 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $15,739,093 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $15,739,093 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $236,086 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $15,503,007 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $775,150 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $775,150 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $22,634 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $22,634 | TotalTaxAmt |
| Distributable Before Adj | $752,516 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $752,516 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $752,516 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $465,800 | 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 | $465,800 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $465,800 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $752,516 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $354,915 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $593,855 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $47,486 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,088,849 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $248,192 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,333,297 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $465,800 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $465,800 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $286,716 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $286,716 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,046,581 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $68,199 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,978,382 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $593,855 | ExcessFromYear4Amt |
| Excess From Year3 | $47,486 | ExcessFromYear3Amt |
| Excess From Year2 | $2,088,849 | ExcessFromYear2Amt |
| Excess From Year1 | $248,192 | ExcessFromYear1Amt |
| 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 APPLICATIONS 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. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| UNITED WAY OF ENID & NW OKLAHOMA | |||||||
| PO Box 5828 | OKLAHOMA CITY | OK | 73702 | NOT APPLICABLE | PC | PROGRAMS TO PROMOTE THE INCREASE OF ORGANIZATIONAL CAPACITY TO CARE FOR ONE ANOTHER | $36,500 |
| NELIGH-OAKDALE EDUCATION FUND | |||||||
| PO Box 129 | NELIGH | NE | 68756 | NOT APPLICABLE | PC | PROGRAMS AND SERVICES TO PROMOTE EDUCATION | $4,800 |
| ASTROS FOUNDATION | |||||||
| 501 CRAWFORD St | HOUSTON | TX | 77002 | NOT APPLICABLE | PC | COMMUNITY SUPPORT PROGRAMS | $50,000 |
| ENID SYMPHONY ORCHESTRA | |||||||
| 301 W BROADWAY AVE | ENID | OK | 73701 | NOT APPLICABLE | PC | PROGRAMS AND SERVICES THAT SUPPORT MUSIC EDUCATION | $65,000 |
| LEONARDO'S CHILDREN MUSEUM | |||||||
| 200 E MAPLE AVE | ENID | OK | 73701 | NOT APPLICABLE | PC | PROGRAMS AND SERVICES THAT SUPPORT CHILDREN'S LEARNING | $1,000 |
| OKLAHOMA HALL OF FAME | |||||||
| 1400 CLASSEN DR | OKLAHOMA CITY | OK | 73106 | NOT APPLICABLE | PC | PROGRAMS AND SERVICES THAT SUPPORT EDUCATION | $15,000 |
| OKLAHOMA STATE UNIVERSITY | |||||||
| 400 SOUTH MONROE | STILLWATER | OK | 74074 | NOT APPLICABLE | PC | PROGRAMS AND SERVICES THAT SUPPORT EDUCATION | $25,000 |
| ENID HIGHER EDUCATION COUNCIL | |||||||
| PO BOX 1243 | ENID | OK | 73702 | NOT APPLICABLE | PC | PROGRAMS AND SERVICES THAT SUPPORT EDUCATON. | $15,000 |
| FIELDS AND FUTURES FOUNDATION | |||||||
| 7001 NW 164TH | EDMOND | OK | 73013 | NOT APPLICABLE | PC | PROGRAMS AND SERVICES THAT SUPPORT ATHLETICS. | $100,000 |
| FIRST SERVE OKC FOUNDATION INC | |||||||
| 7301 BROADWAY EXT SUITE 225 | OKLAHOMA CITY | OK | 73116 | NOT APPLICABLE | PC | PROGRAMS AND SERVICES THAT SUPPORTS ATHLETICS | $5,000 |
| LOAVES AND FISHES OF NORTHWEST OKLAHOMA | |||||||
| 701 E MAINE AVE | ENID | OK | 73701 | NOT APPLICABLE | PC | PROGRAMS AND SERVICES THAT SUPPORT WILDLIFE. | $5,000 |
| RSVP OF ENID | |||||||
| 602 SVAN BUREN | ENID | OK | 73701 | NOT APPLICABLE | PC | PROGRAMS AND SERVICES THAT SUPPORT FAMILIES | $20,000 |
| YMCA ENID | |||||||
| 525 S QUINCY ST | ENID | OK | 73701 | NOT APPLICABLE | PC | PROGRAMS AND SERVICES THAT SUPPORT COMMUNITIES. | $1,000 |
| CHEROKEE STRIP COMMUNITY FOUNDATION | |||||||
| 324 N VAN BUREN ST | ENID | OK | 73703 | NOT APPLICABLE | PC | COMMUNITY SUPPORT PROGRAMS | $35,000 |
| OKC POLICE ATHLETIC LEAGUE | |||||||
| 3816 S ROBINSON AVE | OKLAHOMA CITY | OK | 73109 | NOT APPLICABLE | PC | PROGRAM AND SERVICES THAT SUPPORT SPORTS. | $2,500 |
| PHI DELTA THETA BETA FOUNDATION | |||||||
| 224 S MONROE ST | STILLWATER | OK | 74074 | NOT APPLICABLE | PC | ORGANIZATION SUPPORT. | $25,000 |
| CDSA | |||||||
| 114 S Independence Ave | Enid | OK | 73701 | NOT APPLICABLE | PC | PROGRAM AND SERVICES TO SUPPORT COMMUNITIES | $50,000 |
| HOSPICE CIRCLE OF LOVE | |||||||
| 314 S 3RD STREET | ENID | OK | 73701 | NOT APPLICABLE | PC | PROGRAM AND SERVICES TO SUPPORT HEALTH. | $5,000 |
| GIRL SCOUTS WESTERN OKLAHOMA | |||||||
| 6100 N ROBINSON AVE | OKLAHOMA CITY | OK | 73118 | NOT APLLICABLE | PC | PROGRAM SUPPORT FOR YOUTH. | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $465,800 | 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 | $12,475 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $172,319 | 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 Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,010,998 | 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 | $1,195,792 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,195,792 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Webster Allen LLC | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7301 Broadway Ext STE 225 | AddressLine1Txt |
| City | Oklahoma City | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73116 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $570 | Amt |
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 | $16,511,199 | EOYBookValueAmt |
| EOYFMV | $16,511,199 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| SUPPLIES | $8,856 |
| DEDUCTION FROM SCH K-1 | $1,752 |
| MEETING EXPENSES | $9,517 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $2,244,432 | 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 | $60,961 | Amt |
| Net Investment Income | $60,961 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $3,139 | $3,139 |
| PAYROLL TAXES | $5,967 | |
| INCOME TAXES | $4,852 |
Comments