ALLEN FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- ALLEN FAMILY CHARITABLE FOUNDATION (EIN 20-5490143)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-15
- IRS object ID
- 201823199349101397
- Schema version
- 2017v2.3
- 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 Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-15T10:08:35-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 2018-11-08 | 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 |
| Preparation | 2018-11-09 | PreparationDt |
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 | 73218720183195000002 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2018-11-15 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 942F2D6C00DFBF9C39479C3B1D3DDEA965B118D9 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 4C9E18A529B3169886BDFF8A22CAAB7A85405BA7 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $13,479,246 | 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 | $3,038,858 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $4,034 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,034 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $142,263 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $142,263 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,643,477 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,853,574 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,643,477 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $4,828,632 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,789,774 | 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 | $1,000 | 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 | $48,153 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $48,153 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $8,847 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,880 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $7,818 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $143,818 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $51,033 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,747,981 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,747,981 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,891,799 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $51,033 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,747,981 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,936,833 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,738,741 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $273,881 | CashBOYAmt |
| Cash EOY | $2,129,881 | CashEOYAmt |
| Cash EOYFMV | $2,129,881 | CashEOYFMVAmt |
| Corporate Stock BOY | $13,713,652 | CorporateStockBOYAmt |
| Corporate Stock EOY | $11,343,311 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $11,343,311 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $76,396 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,054 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,054 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $14,063,929 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,479,246 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,479,246 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $4,900 | OtherLiabilitiesBOYAmt |
| Total Liabilities BOY | $4,900 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Temporarily Restricted BOY | $14,059,029 | TemporarilyRestrictedBOYAmt |
| Temporarily Restricted EOY | $13,479,246 | TemporarilyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $14,059,029 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,479,246 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,063,929 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $13,479,246 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,059,029 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,936,833 | ExcessRevenueOverExpensesAmt |
| Subtotal | $15,995,862 | SubtotalAmt |
| Other Decreases | $2,516,616 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $13,479,246 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| E JONE 21972-1-8 LT | D | $221,057 | $104,358 | $116,699 | $116,699 |
| E JONES 25661-1-5 ST | D | $691,917 | $647,598 | $44,319 | $44,319 |
| E JONES 25661-1-5 LT | D | $2,828,140 | $2,674,173 | $153,967 | $153,967 |
| CNB - LT | P | $16,270 | $84,305 | -$68,035 | -$68,035 |
| CAPITAL GAIN DISTRIBUTION | P | $85,762 | $85,762 | $85,762 | |
| M STANLEY LT | P | $1,919,945 | $1,008,120 | $911,825 | $911,825 |
| UBS LT | P | $2,968,979 | $2,584,442 | $384,537 | $384,537 |
| UBS ST | $121,504 | $107,101 | $14,403 | $14,403 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,643,477 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $714,528 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $13,396,895 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.053335 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,232,206 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $12,859,656 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.09582 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $984,634 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $13,419,214 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.073375 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $382,427 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $11,774,763 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.032479 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $926,185 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $9,636,024 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.096117 | DistributionYr5Rt |
| Total Distribution | 0.351126 | TotalDistributionRt |
| Average Distribution | 0.070225 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $13,530,371 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $950,170 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $17,387 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $967,557 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,747,981 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $17,387 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $17,387 | SubtotalAmt |
| Tax Based On Investment Income | $17,387 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $15,495 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $15,495 | TotalPaymentsAndCreditsAmt |
| Tax Due | $1,892 | TaxDueAmt |
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 | $12,528,482 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,201,881 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $6,054 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,736,417 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $13,736,417 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $206,046 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,530,371 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $676,519 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $676,519 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $17,387 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $17,387 | TotalTaxAmt |
| Distributable Before Adj | $659,132 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $659,132 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $659,132 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,747,981 | 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 | $2,747,981 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $17,387 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,730,594 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $659,132 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2015 | PriorYear1Yr |
| Prior Year2 | 2014 | PriorYear2Yr |
| Prior Year3 | 2013 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $446,604 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $95,562 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $354,915 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $593,855 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $47,486 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,538,422 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,747,981 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $659,132 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,088,849 | RemainingDistriFromCorpusAmt |
| Total Corpus | $3,627,271 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $446,604 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,180,667 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $95,562 | ExcessFromYear4Amt |
| Excess From Year3 | $354,915 | ExcessFromYear3Amt |
| Excess From Year2 | $593,855 | ExcessFromYear2Amt |
| Excess From Year1 | $47,486 | ExcessFromYear1Amt |
| Excess From Current Year | $2,088,849 | 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 (35 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| HERITAGE HALL | |||||||
| 1800 NW 22ND STREET | OKLAHOMA CITY | OK | 73120 | NOT APPLICABLE | PC | PROGRAMS AND SERVICES THAT PROMOTE EDUCATION | $1,000 |
| 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 | $28,000 |
| 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 | $10,000 |
| NELIGH-OAKDALE EDUCATION FUND | |||||||
| 600 J STREET | NELIGH | NE | 68756 | NOT APPLICABLE | PC | PROGRAMS AND SERVICES TO PROMOTE EDUCATION | $14,288 |
| TEEN RECOVERY SOLUTIONS | |||||||
| 720 W WILSHIRE BLVD 101 | OKLAHOMA CITY | OK | 73116 | NOT APPLICABLE | PC | PROGRAMS AND SERVICES THAT PROVIDE LONG-TERM ADDICTION RECOVERY TOOLS FOR OKLAHOMA CITY TEENS AND THEIR FAMILIES | $500 |
| OKC ALL SPORTS ASSOCIATION | |||||||
| 211 N ROBINSON AVE N250 | OKLAHOMA CITY | OK | 73102 | NOT APPLICABLE | PC | FOR SERVICES ASSOCIATED WITH PROMOTING QUALITY FAMILY-ORIENTED AMATEUR SPORTING EVENTS IN THE STATE OF OKLAHOMA | $10,000 |
| ASTEC FUND INC | |||||||
| 2401 NW 23RD ST | OKLAHOMA CITY | OK | 73107 | NOT APPLICABLE | PC | OPERATING FUNDS | $2,500 |
| ASTROS FOUNDATION | |||||||
| 501 CRAWFORD | HOUSTON | TX | 77002 | NOT APPLICABLE | PC | COMMUNITY SUPPORT PROGRAMS | $247,000 |
| CHEROKEE STRIP REGIONAL HERITAGE CENTER | |||||||
| 507 S 4TH ST | ENID | OK | 73701 | NOT APPLICABLE | PC | OPERATING FUNDS | $1,986,043 |
| GEORGE W BUSH PRESIDENTS CLUB | |||||||
| PO BOX 600610 | DALLAS | TX | 75206 | NOT APPLICABLE | PC | OPERATING FUNDS | $100 |
| HARVARD BASEBALL | |||||||
| 1563 MASSACHUSETTS AVENUE | CAMBRIDGE | MA | 02138 | NOT APPLICABLE | PC | OPERATING FUNDS | $7,500 |
| KIAWAH CONSERVANCY | |||||||
| 80 KESTREL COURT | KIAWAH ISLAND | SC | 29455 | NOT APPLICABLE | PC | OPERATING FUNDS | $7,200 |
| LANDMARK COLLEGE | |||||||
| 1 RIVER ROAD SOUTH | PUTNEY | VT | 05346 | NOT APPLICABLE | PC | OPERATING FUNDS | $500 |
| PI BETA PHI FOUNDATION OF OKC | |||||||
| 3124 BROOKHOLLOW RD | OKLAHOMA CITY | OK | 73120 | NOT APPLICABLE | PC | OPERATING FUNDS | $100 |
| SPECIAL OLYMPICS | |||||||
| 6835 S CANTON AVE | TULSA | OK | 74136 | NOT APPLICABLE | PC | OPERATING FUNDS | $100 |
| VETERANS OF FOREIGN WARS | |||||||
| 406 W 34th Street | Kansas City | MO | 64111 | NOT APPLICABLE | PC | OPERATING FUNDS | $100 |
| CAPE ELEUTHERA FOUNDATION | |||||||
| 745 ATLANTIC AVE FL 8 | BOSTON | MA | 02111 | NOT APPLICABLE | PC | PROGRAMS AND SERVICES THAT SUPPORT EDUCATION | $10,000 |
| CLEATS FOR KIDS | |||||||
| 720 W WILSHIRE BLVD STE 120 | OKLAHOMA CITY | OK | 73116 | NOT APPLICABLE | PC | PROVIDING SPORTING GEAR TO CHILDREN | $500 |
| COVENANT FUND | |||||||
| 175 HICKORY STREET | CHARLOTTESVILLE | VA | 22902 | NOT APPLICABLE | PC | PROGRAMS AND SERVICES THAT SUPPORT EDUCATION | $29,800 |
| ENID SPORTS ASSOCIATION | |||||||
| 1109 BRIAR CREEK RD | ENID | OK | 73703 | NOT APPLICABLE | PC | PROVIDING SPORTING FACILITIES FOR CHILDREN | $40,000 |
| 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 CEDARS CT STE 206 | CHARLOTTESVILLE | VA | 22903 | NOT APPLICABLE | PC | PROGRAMS AND SERVICES THAT SUPPORT DEVELOPMENT OF IMPROVED MEDICAL CARE | $20,000 |
| HOO THON | |||||||
| 1215 LEE STREET | CHARLOTTESVILLE | VA | 22908 | NOT APPLICABLE | PC | PROGRAMS AND SERVICES THAT SUPPORT THE UVA CHILDREN'S HOSPITAL | $250 |
| LENARDO'S CHILDREN MUSEUM | |||||||
| 200 E MAPLE AVE | ENID | OK | 73701 | NOT APPLICABLE | PC | PROGRAMS AND SERVICES THAT SUPPORT CHILDREN'S LEARNING | $2,000 |
| NATIONAL COMMODORE CLUB | |||||||
| 2100 WEST END AVE STE 1200 | NASHVILLE | TN | 37203 | NOT APPLICABLE | PC | PROGRAMS AND SERVICES THAT SUPPORT EDUCATION | $1,000 |
| NORTHSIDE CAL RIPKIN LEAGUE | |||||||
| PO BOX 7531 | CHARLOTTESVILLE | VA | 22906 | NOT APPLICABLE | PC | PROGRAMS AND SERVICES THAT PROMOTE SPORTING ACTIVITIES FOR CHILDREN | $10,000 |
| OCPA | |||||||
| 1401 N LINCOLN BLVD | OKLAHOMA CITY | OK | 73104 | NOT APPLICABLE | PC | PROGRAMS AND SERVICES THAT SUPPORT THE PEOPLE OF OKLAHOMA | $210,000 |
| OKLAHOMA HALL OF FAME | |||||||
| 1400 CLASSEN DR | OKLAHOMA CITY | OK | 73106 | NOT APPLICABLE | PC | PROGRAMS AND SERVICES THAT SUPPORT EDUCATION | $1,000 |
| OKLAHOMA STATE UNIVERSITY | |||||||
| 219 STUDENT UN | STILLWATER | OK | 74078 | NOT APPLICABLE | PC | PROGRAMS AND SERVICES THAT SUPPORT EDUCATION | $25,000 |
| OSU MUSEUM OF ART | |||||||
| 720 S HUSBAND ST | STILLWATER | OK | 74074 | NOT APPLICABLE | PC | PROGRAMS AND SERVICES THAT SUPPORT EDUCATION | $1,000 |
| PARAMOUNT THEATER | |||||||
| 215 E MAIN ST | CHARLOTTESVILLE | VA | 22902 | NOT APPLICABLE | PC | PROGRAMS AND SERVICES THAT SUPPORT EDUCATION | $1,000 |
| PEPPERS RANCH | |||||||
| 3172 PEPPERS RANCH DR | GUTHRIE | OK | 73044 | NOT APPLICABLE | PC | PROGRAMS AND SERVICES THAT SUPPORT FOSTER FAMILIES | $1,500 |
| THE FIRST TEE OF SAN FRANCISCO | |||||||
| 99 HARDING RD | SAN FRANCISCO | CA | 94132 | NOT APPLICABLE | PC | PROGRAMS AND SERVICES THAT SUPPORT CHILDREN | $3,000 |
| LIGHT HOUSE STUDIO | |||||||
| 121 E WATER STREET | CHARLOTTESVILLE | VA | 22902 | NOT APPLICABLE | PC | FOR YOUTH FILMMAKING PROGRAMS | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,747,981 | 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 | $4,034 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $142,263 | 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 | $1,643,477 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,789,774 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,789,774 | 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 (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| PAUL ALLEN | ||||||
| 1 | 38 WOODLANDS | ENID | OK | 73703 | $782,715 | Yes (X) |
| PAUL ALLEN | ||||||
| 2 | 38 WOODLANDS | ENID | OK | 73703 | $1,873,860 | Yes (X) |
| PAUL ALLEN | ||||||
| 3 | 38 WOODLANDS | ENID | OK | 73703 | $382,283 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | STOCK FROM THE FOLLOWING: APPLE, INC., BEST BUY, INC., BLACKROCK, INC., CATERPILLAR, INC., CONTINENT | $782,715 | 2017-12-29 |
| 2 | STOCK FROM THE FOLLOWING: CSX, CORP, DOWDUPONT, INC., FIDELITY CONTRA FUND, INTEL CORP, LOCKHEED MAR | $1,873,860 | 2017-12-29 |
| 3 | STOCK FROM THE FOLLOWING: PROSHARES TRUST ULTRAPRO, VISA INC. | $382,283 | 2017-12-29 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,000 | 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 | $11,343,311 | EOYBookValueAmt |
| EOYFMV | $11,343,311 | 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 |
| Book Value | $6,054 | BookValueAmt |
| EOYFMV | $6,054 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS | Desc |
| Amt | $2,516,616 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SUPPLIES | Desc |
| Revenue And Expenses Per Books | $7,818 | RevenueAndExpensesPerBooksAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL TAXES & WITHHOLDING PA | Desc |
| BOY Book Value | $4,900 | BOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MGT FEES | CategoryTxt |
| Amt | $48,153 | Amt |
| Net Investment Income | $48,153 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $2,880 | $2,880 |
| PAYROLL TAXES | $5,967 |
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