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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-07-19T13:48:03-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BKD LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1211 N ROBINSON AVE STE 600AddressLine1Txt
CityOKLAHOMA CITYCityNm
State AbbreviationOKStateAbbreviationCd
ZIP731029421ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN205490143EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Allen Family Charitable FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% MANDY M GARVIEInCareOfNm
Business Name ControlALLEBusinessNameControlTxt
Phone5802334455PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line17301 BROADWAY EXTENSION STE 225AddressLine1Txt
CityOKLAHOMA CITYCityNm
State AbbreviationOKStateAbbreviationCd
ZIP73116ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARK ALLENPersonNm
Person TitleOFFICERPersonTitleTxt
Phone5555555555PhoneNum
Signature2019-05-20SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMANDY M GARVIEPreparerPersonNm
PTINP00835432PTIN
Phone4056062580PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address167.68.126.162IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id73218720192035000000FederalOriginalSubmissionId
Federal Original Submission Id2019-07-19FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id0746A0CB2DFF6A74FE0BDF5C76C2E38F9A66C6EBAtSubmissionCreationDeviceId
At Submission Filing Device IdA47EC3E93A6F92B82339F793EC20207E8AD9FA4CAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$13,840,086FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$35,400ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$7,078InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$7,078InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$86,856DividendsRevAndExpnssAmt
Dividends Net Invst Incm$86,856DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$515,332NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$4,599,639GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$515,332CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$17OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$17OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$644,683TotalRevAndExpnssAmt
Total Net Invst Incm$609,283TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Oth Empl Slrs Wgs Rev And Expnss$78,000OthEmplSlrsWgsRevAndExpnssAmt
Accounting Fees Rev And Expnss$1,925AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$68,204OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$68,204OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$14,118TaxesRevAndExpnssAmt
Taxes Net Invst Incm$6,259TaxesNetInvstIncmAmt
Trav Conf Meeting Rev And Expnss$2,302TravConfMeetingRevAndExpnssAmt
Other Expenses Rev And Expnss$3,873OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$168,422TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$74,463TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$910,235ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$910,235ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,078,657TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$74,463TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$910,235TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$433,974ExcessRevenueOverExpensesAmt
Net Investment Income$534,820NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$2,129,881CashBOYAmt
Cash EOY$1,496,146CashEOYAmt
Cash EOYFMV$1,496,146CashEOYFMVAmt
Corporate Stock BOY$11,343,311CorporateStockBOYAmt
Corporate Stock EOY$12,343,940CorporateStockEOYAmt
Corporate Stock EOYFMV$12,343,940CorporateStockEOYFMVAmt
Other Investments BOY$6,054OtherInvestmentsBOYAmt
Total Assets BOY$13,479,246TotalAssetsBOYAmt
Total Assets EOY$13,840,086TotalAssetsEOYAmt
Total Assets EOYFMV$13,840,086TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Temporarily Restricted BOY$13,479,246TemporarilyRestrictedBOYAmt
Temporarily Restricted EOY$13,840,086TemporarilyRestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$13,479,246TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$13,840,086TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$13,479,246TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$13,840,086TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$13,479,246TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$433,974ExcessRevenueOverExpensesAmt
Other Increases$794,814OtherIncreasesAmt
Subtotal$13,840,086SubtotalAmt
Tot Net Ast Or Fund Balances EOY$13,840,086TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDescAcquiredAcquiredDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtSoldSoldDt
CENTRAL NATIONAL BANK2017-12-28$45,000$43,547$1,453$1,453
MERRILL LYNCH - 29052017-05-17$109,850$100,000$9,850$9,8502018-06-07
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 - LT2009-02-25$22$5$17$172018-01-26
FieldValueIRS element (for citing)
Capital Gain Net Income$515,332CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$2,730,594AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$13,530,371NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.201812DistributionYr1Rt
Adjusted Qlfy Distri Yr2$714,528AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$13,396,895NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.053335DistributionYr2Rt
Adjusted Qlfy Distri Yr3$1,232,206AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$12,859,656NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.09582DistributionYr3Rt
Adjusted Qlfy Distri Yr4$984,634AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$13,419,214NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.073375DistributionYr4Rt
Adjusted Qlfy Distri Yr5$382,427AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$11,774,763NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.032479DistributionYr5Rt
Total Distribution0.456821TotalDistributionRt
Average Distribution0.091364AverageDistributionRt
Net Vl Noncharitable Assets$13,454,771NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$1,229,282AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$5,348NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$1,234,630AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$910,235QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$10,696InvestmentIncomeExciseTaxAmt
Subtotal$10,696SubtotalAmt
Tax Based On Investment Income$10,696TaxBasedOnInvestmentIncomeAmt
Extsn Request Income Tax Paid$17,000ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$17,000TotalPaymentsAndCreditsAmt
Es Penalty$436EsPenaltyAmt
Overpayment$5,868OverpaymentAmt
Applied To ES Tax$5,868AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateOKOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1MANDY M GARVIEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4058427977PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1211 N ROBINSON AVE STE 600AddressLine1Txt
CityOKLAHOMA CITYCityNm
State AbbreviationOKStateAbbreviationCd
ZIP731029421ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JOAN ALLEN
38 WOODLANDSENIDOK730732ND VICE PRESIDENT0$0$0$0
MARK ALLEN
3505 TURTLE CREEK BLVD 8FDALLASTX75219PRESIDENT0$0$0$0
GREG ALLEN
1515 LONDON ROADCHARLOTTESVILLEVA22901SECRETARY/TREASURER0$0$0$0
PAUL ALLEN
38 WOODLANDSENIDOK737031ST VICE PRESIDENT0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$11,843,626AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,813,013AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$3,027FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$13,659,666TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$13,659,666AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$204,895CashDeemedCharitableAmt
Net Vl Noncharitable Assets$13,454,771NetVlNoncharitableAssetsAmt
Minimum Investment Return$672,739MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$672,739MinimumInvestmentReturnAmt
Tax Based On Investment Income$10,696TaxBasedOnInvestmentIncomeAmt
Total Tax$10,696TotalTaxAmt
Distributable Before Adj$662,043DistributableBeforeAdjAmt
Distributable Before Ded$662,043DistributableBeforeDedAmt
Distributable As Adjusted$662,043DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$910,235ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$910,235QualifyingDistributionsAmt
Adjusted Qualifying Distri$910,235AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$662,043DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12016PriorYear1Yr
Prior Year22015PriorYear2Yr
Prior Year32014PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$95,562ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$354,915ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$593,855ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$47,486ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$2,088,849ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$3,180,667TotalExcessDistributionCyovAmt
Qualifying Distributions$910,235QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$662,043AppliedToCurrentYearAmt
Remaining Distri From Corpus$248,192RemainingDistriFromCorpusAmt
Total Corpus$3,428,859TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$95,562ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$3,333,297ExcessDistriCyovToNextYrAmt
Excess From Year4$354,915ExcessFromYear4Amt
Excess From Year3$593,855ExcessFromYear3Amt
Excess From Year2$47,486ExcessFromYear2Amt
Excess From Year1$2,088,849ExcessFromYear1Amt
Excess From Current Year$248,192ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerPAUL ALLENContributingManagerNm
Contributing ManagerMARK ALLENContributingManagerNm
Contributing ManagerGREG ALLENContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonMARK ALLENRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line17301 N BROADWAY EXTENSION STE 225AddressLine1Txt
CityOKLAHOMA CITYCityNm
State AbbreviationOKStateAbbreviationCd
ZIP73116ZIPCd
FieldValueIRS element (for citing)
Recipient Phone5802334455RecipientPhoneNum
Form And Info And MaterialsTHE PRIVATE FOUNDATION DOES NOT REQUIRE A SET FORMAT FOR APPLICATIONS FOR GRANTS, SCHOLARSHIPS, ETC.FormAndInfoAndMaterialsTxt
Submission DeadlinesTHERE IS NO DEADLINES FOR APPLICATIONS.SubmissionDeadlinesTxt
Restrictions On AwardsTHERE ARE NO RESTRICTIONS ON GRANTS, SCHOLARSHIPS, ETC.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (36 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
UNITED WAY OF ENID & NW OKLAHOMA
1444 NW 28TH STOKLAHOMA CITYOK731063430NOT APPLICABLEPCPROGRAMS TO PROMOTE THE INCREASE OF ORGANIZATIONAL CAPACITY TO CARE FOR ONE ANOTHER$56,250
BOYS AND GIRLS CLUB OF CENTRAL VIRGINIA
1000 CHERRY AVECHARLOTTESVILLEVA22903NOT APPLICABLEPCPROGRAMS TO ENABLE YOUTH TO BE PRODUCTIVE, CARING AND RESPONSIBLE CITIZENS$26,500
OKLAHOMA MEDICAL RESEARCH FOUNDATION
825 NE 13TH STREETOKLAHOMA CITYOK73104NOT APPLICABLEPCPROGRAMS ASSOCIATED WITH MEDICAL RESEARCH$7,500
NELIGH-OAKDALE EDUCATION FUND
600 J STREETNELIGHNE68756NOT APPLICABLEPCPROGRAMS AND SERVICES TO PROMOTE EDUCATION$15,635
ASTROS FOUNDATION
501 CRAWFORDHOUSTONTX77002NOT APPLICABLEPCCOMMUNITY SUPPORT PROGRAMS$50,000
CAPE ELEUTHERA FOUNDATION
PO BOX 707CHARLOESTVILLEVA22902NOT APPLICABLEPCPROGRAMS AND SERVICES THAT SUPPORT EDUCATION$65,000
ENID SPORTS ASSOCIATION
1109 BRIAR CREEK RDENIDOK73703NOT APPLICABLEPCPROVIDING SPORTING FACILITIES FOR CHILDREN$250,000
ENID SYMPHONY ORCHESTRA
301 W BROADWAY AVEENIDOK73701NOT APPLICABLEPCPROGRAMS AND SERVICES THAT SUPPORT MUSIC EDUCATION$50,000
FOCUSED ULTRASOUND
1230 VEDAR COURT STE 206CHARLOTTESVILLEVA22903NOT APPLICABLEPCPROGRAMS AND SERVICES THAT SUPPORT DEVELOPMENT OF IMPROVED MEDICAL CARE$100,000
LENARDO'S CHILDREN MUSEUM
200 E MAPLE AVEENIDOK73701NOT APPLICABLEPCPROGRAMS AND SERVICES THAT SUPPORT CHILDREN'S LEARNING$1,000
OCPA
1401 N LINCOLN BLVDOKLAHOMA CITYOK73104NOT APPLICABLEPCPROGRAMS AND SERVICES THAT SUPPORT THE PEOPLE OF OKLAHOMA$30,000
OKLAHOMA HALL OF FAME
1400 CLASSEN DROKLAHOMA CITYOK73106NOT APPLICABLEPCPROGRAMS AND SERVICES THAT SUPPORT EDUCATION$116,750
OKLAHOMA STATE UNIVERSITY
400 SOUTH MONROESTILLWATEROK74074NOT APPLICABLEPCPROGRAMS AND SERVICES THAT SUPPORT EDUCATION$25,000
LIGHT HOUSE STUDIO
121 E WATER STREETCHARLOTTESVILLEVA22902NOT APPLICABLEPCFOR YOUTH FILMMAKING PROGRAMS$1,000
ENID HIGHER EDUCATION COUNCIL
PO BOX 1243ENIDOK73702PCPROGRAMS AND SERVICES THAT SUPPORT EDUCATON.$15,000
4RKIDS FOUNDATION
710 OVERLAND TRAILENIDOK73703PCPROGRAMS AND SERVICES THAT SUPPORT CHILDREN.$2,000
AHIP
2127 BERKMAR DRIVECHARLOTTESVILLEVA22901PCPROGRAMS AND SERVICES THAT SUPPORT FAMILIES$1,000
AMERICAN REDCROSS GARFIELD CO
323 W CHEROKEE STE AENIDOK73701PCPROGRAMS AND SERVICES THAT SUPPORT HEALTH$1,000
CEDARS-SINAI
8700 BEVERLY BLVD SUITE 2416LOS ANGELESCA90486PCPROGRAMS AND SERVICES THAT SUPPORT HEALTH$5,000
CIMMARRON COUNCIL BOY SCOUTS OF AMERICA
317 N GRAND AVEENIDOK73701PCPROGRAM AND SERVICES THAT SUPPORT YOUTH DEVELOPMENT.$500
E FOUNDATION OF OKLAHOMA
2 E CALIFORNIA AVENUEOKLAHOMA CITYOK73104PCPROGRAM AND SERVICES THAT SUPPORT COMMUNITY GROWTH.$10,000
ENID PUBLIC SCHOOL FOUNDATION
PO BOX 3325ENIDOK73702PCPROGRAMS AND SERVICES THAT SUPPORT EDUCATION.$100
FIELDS AND FUTURES FOUNDATION
7001 NW 164THEDMONDOK73013PCPROGRAMS AND SERVICES THAT SUPPORT ATHLETICS.$7,500
FIRST SERVE OKC FOUNDATION INC
7301 BROADWAY EXT SUITE 225OKLAHOMA CITYOK73116PCPROGRAMS AND SERVICES THAT SUPPORTS ATHLETICS$16,000
HARVARD LAW SCHOOL ANNUAL FUND
124 MOUNT AUBURN STREETCAMBRIDGEMA02138PCPROGRAM AND SERVICES THAT SUPPORT EDUCATION.$1,500
HEDGES SPEECH AND HEARING
2615 E RANDOLPH AVEENIDOK73701PCPROGRAMS AND SERVICES THAT SUPPORT HEALTH.$1,000
LOAVES AND FISHES OF NORTHWEST OKLAHOMA
701 E MAINE AVEENIDOK73701PCPROGRAMS AND SERVICES THAT SUPPORT WILDLIFE.$5,000
PIEDMONT FAMILY YMCA
151 MCINTIRE PARK DRIVECHARLOTTESVILLEVA22902PCPROGRAMS AND SERVICES THAT SUPPORT COMMUNIITES.$1,000
PINE CAY PROJECT
55 E ERIE ST 5600CHICAGOIL60611PCPROGRAMS AND SERVICES THAT SUPPORT EDUCATION$2,000
RSVP OF ENID
602 SVAN BURENENIDOK73701PCPROGRAMS AND SERVICES THAT SUPPORT FAMILIES$25,000
SALVATION ARMY OF ENID
516 N INDEPENDENCEENIDOK73701PCPROGRAMS AND SERVICES THAT SUPPORT COMMUNITIES.$2,000
SENIOR CENTER
1180 PEPSI PLSCECHARLOTTESVILLEVA22901PCPROGRAMS AND SERVICES THAT SUPPORT THE ELDERLY$1,000
THE COVENANT SCHOOL
175 HICKEORY STREETCHARLOTTESVILLEVA22902PCPROGRAMS AND SERVICES THAT SUPPORT EDUCATION$6,000
THE HAVEN
112 WEST MARKET STREETCHARLOTTESVILEVA22902PCPROGRAMS AND SERVICES THAT PROVIDES SHELTER.$1,000
TIP OF THE SPEAR FOUNDATION
2311 CEDAR SPRING ROAD SUITE 350DALLASTX75201EOFPROGRAMS AND SERVICES THAT SUPPORT FAMILIES.$10,000
YMCA ENID
525 S QUINCY STENIDOK73701PCPROGRAMS AND SERVICES THAT SUPPORT COMMUNITIES.$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$910,235TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$7,078ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$86,856ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$515,332ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescOTHER INCOME FOR K-1Desc
Exclusion$17ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$609,283ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$609,283TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonYOUNG PRESIDENTS ORGANIZATIONContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1225 EAST JOHN CAPRPENTER FREEWAYAddressLine1Txt
CityIRVINGCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75062ZIPCd
FieldValueIRS element (for citing)
Total Contributions$35,400TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,925Amt

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMARKET VALUE OF SECURITIESStockNm
EOY Book Value$12,343,940EOYBookValueAmt
EOYFMV$12,343,940EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemEDIGEN NOTE RECEIVABLECategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
SUPPLIES$3,437
DEDUCTION FROM SCH K-1$436

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOTHER INCOME FROM K-1Desc
Revenue And Expenses Per Books$17RevenueAndExpensesPerBooksAmt
Net Investment Income$17NetInvestmentIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAINDesc
Amt$794,814Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescPAYROLL TAXES & WITHHOLDING PADesc

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MGT FEESCategoryTxt
Amt$68,204Amt
Net Investment Income$68,204NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAXES$6,259$6,259
PAYROLL TAXES$5,967
INCOME TAXES$1,892

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