ALLEN FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- ALLEN FAMILY CHARITABLE FOUNDATION (EIN 20-5490143)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-07-19
- IRS object ID
- 201902039349100115
- Schema version
- 2018v3.1
- 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
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-07-19T13:48:03-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 2019-05-20 | 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 | 73218720192035000000 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-07-19 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 0746A0CB2DFF6A74FE0BDF5C76C2E38F9A66C6EB | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A47EC3E93A6F92B82339F793EC20207E8AD9FA4C | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $13,840,086 | 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 | $35,400 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $7,078 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7,078 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $86,856 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $86,856 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $515,332 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,599,639 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $515,332 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $17 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $17 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $644,683 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $609,283 | 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 | $1,925 | 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 | $68,204 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $68,204 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $14,118 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,259 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $2,302 | TravConfMeetingRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $3,873 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $168,422 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $74,463 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $910,235 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $910,235 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,078,657 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $74,463 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $910,235 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$433,974 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $534,820 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,129,881 | CashBOYAmt |
| Cash EOY | $1,496,146 | CashEOYAmt |
| Cash EOYFMV | $1,496,146 | CashEOYFMVAmt |
| Corporate Stock BOY | $11,343,311 | CorporateStockBOYAmt |
| Corporate Stock EOY | $12,343,940 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,343,940 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $6,054 | OtherInvestmentsBOYAmt |
| Total Assets BOY | $13,479,246 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,840,086 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,840,086 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Temporarily Restricted BOY | $13,479,246 | TemporarilyRestrictedBOYAmt |
| Temporarily Restricted EOY | $13,840,086 | TemporarilyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $13,479,246 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,840,086 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $13,479,246 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $13,840,086 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $13,479,246 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$433,974 | ExcessRevenueOverExpensesAmt |
| Other Increases | $794,814 | OtherIncreasesAmt |
| Subtotal | $13,840,086 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $13,840,086 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | SoldSoldDt |
|---|---|---|---|---|---|---|
| CENTRAL NATIONAL BANK | 2017-12-28 | $45,000 | $43,547 | $1,453 | $1,453 | |
| MERRILL LYNCH - 2905 | 2017-05-17 | $109,850 | $100,000 | $9,850 | $9,850 | 2018-06-07 |
| UBS FINANCIAL - ST | $3,101,169 | $3,152,228 | -$47,940 | -$51,059 | ||
| UBS FINANCIAL - LT | $1,140,658 | $792,182 | $349,012 | $348,476 | ||
| CAPITAL GAIN DISTRIBUTION | $202,940 | $202,940 | $202,940 | |||
| EDWARD JONES - LT | 2009-02-25 | $22 | $5 | $17 | $17 | 2018-01-26 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $515,332 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,730,594 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $13,530,371 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.201812 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $714,528 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $13,396,895 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.053335 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,232,206 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $12,859,656 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.09582 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $984,634 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $13,419,214 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.073375 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $382,427 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $11,774,763 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.032479 | DistributionYr5Rt |
| Total Distribution | 0.456821 | TotalDistributionRt |
| Average Distribution | 0.091364 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $13,454,771 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,229,282 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,348 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,234,630 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $910,235 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,696 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $10,696 | SubtotalAmt |
| Tax Based On Investment Income | $10,696 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $17,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $17,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $436 | EsPenaltyAmt |
| Overpayment | $5,868 | OverpaymentAmt |
| Applied To ES Tax | $5,868 | 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 | $11,843,626 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,813,013 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,027 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,659,666 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $13,659,666 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $204,895 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,454,771 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $672,739 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $672,739 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,696 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,696 | TotalTaxAmt |
| Distributable Before Adj | $662,043 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $662,043 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $662,043 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $910,235 | 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 | $910,235 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $910,235 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $662,043 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $95,562 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $354,915 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $593,855 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $47,486 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,088,849 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,180,667 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $910,235 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $662,043 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $248,192 | RemainingDistriFromCorpusAmt |
| Total Corpus | $3,428,859 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $95,562 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,333,297 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $354,915 | ExcessFromYear4Amt |
| Excess From Year3 | $593,855 | ExcessFromYear3Amt |
| Excess From Year2 | $47,486 | ExcessFromYear2Amt |
| Excess From Year1 | $2,088,849 | ExcessFromYear1Amt |
| Excess From Current Year | $248,192 | ExcessFromCurrentYearAmt |
| 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 (36 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 | |||||||
| 1444 NW 28TH ST | OKLAHOMA CITY | OK | 731063430 | NOT APPLICABLE | PC | PROGRAMS TO PROMOTE THE INCREASE OF ORGANIZATIONAL CAPACITY TO CARE FOR ONE ANOTHER | $56,250 |
| BOYS AND GIRLS CLUB OF CENTRAL VIRGINIA | |||||||
| 1000 CHERRY AVE | CHARLOTTESVILLE | VA | 22903 | NOT APPLICABLE | PC | PROGRAMS TO ENABLE YOUTH TO BE PRODUCTIVE, CARING AND RESPONSIBLE CITIZENS | $26,500 |
| OKLAHOMA MEDICAL RESEARCH FOUNDATION | |||||||
| 825 NE 13TH STREET | OKLAHOMA CITY | OK | 73104 | NOT APPLICABLE | PC | PROGRAMS ASSOCIATED WITH MEDICAL RESEARCH | $7,500 |
| NELIGH-OAKDALE EDUCATION FUND | |||||||
| 600 J STREET | NELIGH | NE | 68756 | NOT APPLICABLE | PC | PROGRAMS AND SERVICES TO PROMOTE EDUCATION | $15,635 |
| ASTROS FOUNDATION | |||||||
| 501 CRAWFORD | HOUSTON | TX | 77002 | NOT APPLICABLE | PC | COMMUNITY SUPPORT PROGRAMS | $50,000 |
| CAPE ELEUTHERA FOUNDATION | |||||||
| PO BOX 707 | CHARLOESTVILLE | VA | 22902 | NOT APPLICABLE | PC | PROGRAMS AND SERVICES THAT SUPPORT EDUCATION | $65,000 |
| ENID SPORTS ASSOCIATION | |||||||
| 1109 BRIAR CREEK RD | ENID | OK | 73703 | NOT APPLICABLE | PC | PROVIDING SPORTING FACILITIES FOR CHILDREN | $250,000 |
| ENID SYMPHONY ORCHESTRA | |||||||
| 301 W BROADWAY AVE | ENID | OK | 73701 | NOT APPLICABLE | PC | PROGRAMS AND SERVICES THAT SUPPORT MUSIC EDUCATION | $50,000 |
| FOCUSED ULTRASOUND | |||||||
| 1230 VEDAR COURT STE 206 | CHARLOTTESVILLE | VA | 22903 | NOT APPLICABLE | PC | PROGRAMS AND SERVICES THAT SUPPORT DEVELOPMENT OF IMPROVED MEDICAL CARE | $100,000 |
| LENARDO'S CHILDREN MUSEUM | |||||||
| 200 E MAPLE AVE | ENID | OK | 73701 | NOT APPLICABLE | PC | PROGRAMS AND SERVICES THAT SUPPORT CHILDREN'S LEARNING | $1,000 |
| OCPA | |||||||
| 1401 N LINCOLN BLVD | OKLAHOMA CITY | OK | 73104 | NOT APPLICABLE | PC | PROGRAMS AND SERVICES THAT SUPPORT THE PEOPLE OF OKLAHOMA | $30,000 |
| OKLAHOMA HALL OF FAME | |||||||
| 1400 CLASSEN DR | OKLAHOMA CITY | OK | 73106 | NOT APPLICABLE | PC | PROGRAMS AND SERVICES THAT SUPPORT EDUCATION | $116,750 |
| OKLAHOMA STATE UNIVERSITY | |||||||
| 400 SOUTH MONROE | STILLWATER | OK | 74074 | NOT APPLICABLE | PC | PROGRAMS AND SERVICES THAT SUPPORT EDUCATION | $25,000 |
| LIGHT HOUSE STUDIO | |||||||
| 121 E WATER STREET | CHARLOTTESVILLE | VA | 22902 | NOT APPLICABLE | PC | FOR YOUTH FILMMAKING PROGRAMS | $1,000 |
| ENID HIGHER EDUCATION COUNCIL | |||||||
| PO BOX 1243 | ENID | OK | 73702 | PC | PROGRAMS AND SERVICES THAT SUPPORT EDUCATON. | $15,000 | |
| 4RKIDS FOUNDATION | |||||||
| 710 OVERLAND TRAIL | ENID | OK | 73703 | PC | PROGRAMS AND SERVICES THAT SUPPORT CHILDREN. | $2,000 | |
| AHIP | |||||||
| 2127 BERKMAR DRIVE | CHARLOTTESVILLE | VA | 22901 | PC | PROGRAMS AND SERVICES THAT SUPPORT FAMILIES | $1,000 | |
| AMERICAN REDCROSS GARFIELD CO | |||||||
| 323 W CHEROKEE STE A | ENID | OK | 73701 | PC | PROGRAMS AND SERVICES THAT SUPPORT HEALTH | $1,000 | |
| CEDARS-SINAI | |||||||
| 8700 BEVERLY BLVD SUITE 2416 | LOS ANGELES | CA | 90486 | PC | PROGRAMS AND SERVICES THAT SUPPORT HEALTH | $5,000 | |
| CIMMARRON COUNCIL BOY SCOUTS OF AMERICA | |||||||
| 317 N GRAND AVE | ENID | OK | 73701 | PC | PROGRAM AND SERVICES THAT SUPPORT YOUTH DEVELOPMENT. | $500 | |
| E FOUNDATION OF OKLAHOMA | |||||||
| 2 E CALIFORNIA AVENUE | OKLAHOMA CITY | OK | 73104 | PC | PROGRAM AND SERVICES THAT SUPPORT COMMUNITY GROWTH. | $10,000 | |
| ENID PUBLIC SCHOOL FOUNDATION | |||||||
| PO BOX 3325 | ENID | OK | 73702 | PC | PROGRAMS AND SERVICES THAT SUPPORT EDUCATION. | $100 | |
| FIELDS AND FUTURES FOUNDATION | |||||||
| 7001 NW 164TH | EDMOND | OK | 73013 | PC | PROGRAMS AND SERVICES THAT SUPPORT ATHLETICS. | $7,500 | |
| FIRST SERVE OKC FOUNDATION INC | |||||||
| 7301 BROADWAY EXT SUITE 225 | OKLAHOMA CITY | OK | 73116 | PC | PROGRAMS AND SERVICES THAT SUPPORTS ATHLETICS | $16,000 | |
| HARVARD LAW SCHOOL ANNUAL FUND | |||||||
| 124 MOUNT AUBURN STREET | CAMBRIDGE | MA | 02138 | PC | PROGRAM AND SERVICES THAT SUPPORT EDUCATION. | $1,500 | |
| HEDGES SPEECH AND HEARING | |||||||
| 2615 E RANDOLPH AVE | ENID | OK | 73701 | PC | PROGRAMS AND SERVICES THAT SUPPORT HEALTH. | $1,000 | |
| LOAVES AND FISHES OF NORTHWEST OKLAHOMA | |||||||
| 701 E MAINE AVE | ENID | OK | 73701 | PC | PROGRAMS AND SERVICES THAT SUPPORT WILDLIFE. | $5,000 | |
| PIEDMONT FAMILY YMCA | |||||||
| 151 MCINTIRE PARK DRIVE | CHARLOTTESVILLE | VA | 22902 | PC | PROGRAMS AND SERVICES THAT SUPPORT COMMUNIITES. | $1,000 | |
| PINE CAY PROJECT | |||||||
| 55 E ERIE ST 5600 | CHICAGO | IL | 60611 | PC | PROGRAMS AND SERVICES THAT SUPPORT EDUCATION | $2,000 | |
| RSVP OF ENID | |||||||
| 602 SVAN BUREN | ENID | OK | 73701 | PC | PROGRAMS AND SERVICES THAT SUPPORT FAMILIES | $25,000 | |
| SALVATION ARMY OF ENID | |||||||
| 516 N INDEPENDENCE | ENID | OK | 73701 | PC | PROGRAMS AND SERVICES THAT SUPPORT COMMUNITIES. | $2,000 | |
| SENIOR CENTER | |||||||
| 1180 PEPSI PLSCE | CHARLOTTESVILLE | VA | 22901 | PC | PROGRAMS AND SERVICES THAT SUPPORT THE ELDERLY | $1,000 | |
| THE COVENANT SCHOOL | |||||||
| 175 HICKEORY STREET | CHARLOTTESVILLE | VA | 22902 | PC | PROGRAMS AND SERVICES THAT SUPPORT EDUCATION | $6,000 | |
| THE HAVEN | |||||||
| 112 WEST MARKET STREET | CHARLOTTESVILE | VA | 22902 | PC | PROGRAMS AND SERVICES THAT PROVIDES SHELTER. | $1,000 | |
| TIP OF THE SPEAR FOUNDATION | |||||||
| 2311 CEDAR SPRING ROAD SUITE 350 | DALLAS | TX | 75201 | EOF | PROGRAMS AND SERVICES THAT SUPPORT FAMILIES. | $10,000 | |
| YMCA ENID | |||||||
| 525 S QUINCY ST | ENID | OK | 73701 | PC | PROGRAMS AND SERVICES THAT SUPPORT COMMUNITIES. | $2,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $910,235 | 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 | $7,078 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $86,856 | 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 | $515,332 | 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 |
| Exclusion | $17 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $609,283 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $609,283 | 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 | YOUNG PRESIDENTS ORGANIZATION | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 EAST JOHN CAPRPENTER FREEWAY | AddressLine1Txt |
| City | IRVING | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75062 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $35,400 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,925 | 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 | $12,343,940 | EOYBookValueAmt |
| EOYFMV | $12,343,940 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | EDIGEN NOTE RECEIVABLE | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| SUPPLIES | $3,437 |
| DEDUCTION FROM SCH K-1 | $436 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME FROM K-1 | Desc |
| Revenue And Expenses Per Books | $17 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $17 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $794,814 | 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 | $68,204 | Amt |
| Net Investment Income | $68,204 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $6,259 | $6,259 |
| PAYROLL TAXES | $5,967 | |
| INCOME TAXES | $1,892 |
Comments