ALLEN FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- ALLEN FAMILY CHARITABLE FOUNDATION (EIN 20-5490143)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-09
- IRS object ID
- 201703139349100420
- Schema version
- 2016v3.1
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-09T10:17:26-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | 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 | 2017-07-18 | 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 | 73218720173135000000 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-11-09 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | D023FD5A1D52F416AB62991DF55B82417C07D1F8 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 22E18EB1CB3EF87DBCC87FBDC178B84F4397B36A | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2018-03-14 21:41:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $14,063,929 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $7,269 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7,269 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $184,855 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $184,855 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$92,590 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,675,231 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $99,534 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $192,124 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $26,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $775 | 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 | $49,848 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $49,848 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $4,139 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,150 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $2,822 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $83,584 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $51,998 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $714,528 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $714,528 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $798,112 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $51,998 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $714,528 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$698,578 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $140,126 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $84,659 | CashBOYAmt |
| Cash EOY | $273,881 | CashEOYAmt |
| Cash EOYFMV | $273,881 | CashEOYFMVAmt |
| Corporate Stock BOY | $13,721,949 | CorporateStockBOYAmt |
| Corporate Stock EOY | $13,713,652 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $13,713,652 | CorporateStockEOYFMVAmt |
| Other Investments EOY | $76,396 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $76,396 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $13,806,608 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,063,929 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,063,929 | TotalAssetsEOYFMVAmt |
| Other Liabilities EOY | $4,900 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,900 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Temporarily Restricted BOY | $13,806,608 | TemporarilyRestrictedBOYAmt |
| Temporarily Restricted EOY | $14,059,029 | TemporarilyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $13,806,608 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $14,059,029 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $13,806,608 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,063,929 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $13,806,608 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$698,578 | ExcessRevenueOverExpensesAmt |
| Other Increases | $950,999 | OtherIncreasesAmt |
| Subtotal | $14,059,029 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $14,059,029 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| CAPITAL GAIN DISTRIBUTION | P | $72,028 | $72,028 | $72,028 | |
| EDWARD JONES - SHORT-TERM | D | $165,447 | -$8,974 | -$8,974 | $174,421 |
| EDWARD JONES - LONG-TERM | D | $1,622,261 | $58,911 | $58,911 | $1,563,350 |
| CNB - SHORT-TERM | P | $52,399 | -$3,550 | -$3,550 | $55,949 |
| CNB - LONG-TERM | P | $485,880 | -$164,355 | -$164,355 | $650,235 |
| MORGAN STANLEY - ST COVERED | P | $3 | $3 | ||
| MORGAN STANLEY - LT COVERED | P | $276,346 | -$46,932 | -$46,932 | $323,278 |
| MORGAN STANLEY - LT NONCOVERED | P | $867 | $282 | $282 | $585 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$92,590 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,232,206 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $12,859,656 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.09582 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $984,634 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $13,419,214 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.073375 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $382,427 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $11,774,763 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.032479 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $926,185 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $9,636,024 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.096117 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $596,638 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $8,750,268 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.068185 | DistributionYr5Rt |
| Total Distribution | 0.365976 | TotalDistributionRt |
| Average Distribution | 0.073195 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $13,396,895 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $980,586 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,401 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $981,987 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $714,528 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,803 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,803 | SubtotalAmt |
| Tax Based On Investment Income | $2,803 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $18,298 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $18,298 | TotalPaymentsAndCreditsAmt |
| Overpayment | $15,495 | OverpaymentAmt |
| Applied To ES Tax | $15,495 | 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 | $13,203,931 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $396,978 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,600,909 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $13,600,909 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $204,014 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,396,895 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $669,845 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $669,845 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,803 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,803 | TotalTaxAmt |
| Distributable Before Adj | $667,042 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $667,042 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $667,042 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $714,528 | 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 | $714,528 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $714,528 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $667,042 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Prior Year2 | 2013 | PriorYear2Yr |
| Prior Year3 | 2012 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $163,659 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $446,604 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $95,562 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $354,915 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $593,855 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,654,595 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $714,528 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $667,042 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $47,486 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,702,081 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $163,659 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,538,422 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $446,604 | ExcessFromYear4Amt |
| Excess From Year3 | $95,562 | ExcessFromYear3Amt |
| Excess From Year2 | $354,915 | ExcessFromYear2Amt |
| Excess From Year1 | $593,855 | ExcessFromYear1Amt |
| Excess From Current Year | $47,486 | 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 (60 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| HERITAGE HALL | ||||||||
| 1800 NW 22ND STREET | OKLAHOMA CITY | OK | 73120 | NOT APPLICABLE | PC | PROGRAMS AND SERVICES THAT PROMOTE EDUCATION | $4,500 | |
| OSU FOUNDATION | ||||||||
| 400 SOUTH MONROE | STILLWATER | OK | 740761749 | NOT APPLICABLE | PC | PROGRAMS AND SERVICES THAT PROMOTE EDUCATION | $154,000 | PO BOX 1749 |
| ALLIED ARTS | ||||||||
| 1015 N BROADWAY AVE 200 | OKLAHOMA CITY | OK | 73102 | NOT APPLICABLE | PC | FOR CHILDRENS ART PROGRAMS | $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 | $18,250 | |
| OKLAHOMA MEDICAL RESEARCH FOUNDATION | ||||||||
| 825 NE 13TH STREET | OKLAHOMA CITY | OK | 73104 | NOT APPLICABLE | PC | PROGRAMS ASSOCIATED WITH MEDICAL RESEARCH | $12,000 | |
| VANDERBILT UNIVERSITY | ||||||||
| PMB 407727 | NASHVILLE | TN | 372407727 | NOT APPLICABLE | PC | PROGRAMS AND SERVICES THAT PROMOTE EDUCATION | $2,500 | 2301 VANDERBILT PLACE |
| FIELDS AND FUTURES | ||||||||
| 7001 NW 164TH | EDMOND | OK | 73013 | NOT APPLICABLE | PC | PROGRAMS SUPPORTING YOUTH ATHLETICS | $103,000 | |
| HARVARD LAW SCHOOL | ||||||||
| 1563 MASSACHUSETTS AVENUE | CAMBRIDGE | MA | 02138 | NONE | PC | PROGRAMS AND SERVICES THAT PROMOTE EDUCATION | $1,500 | |
| LIGHT HOUSE STUDIO | ||||||||
| 121 E WATER STREET | CHARLOTTESVILLE | VA | 22902 | NOT APPLICABLE | PC | FOR YOUTH FILMMAKING PROGRAMS | $100 | |
| NELIGH-OAKDALE EDUCATION FUND | ||||||||
| 600 J STREET | NELIGH | NE | 68756 | NOT APPLICABLE | PC | PROGRAMS AND SERVICES TO PROMOTE EDUCATION | $14,578 | |
| OKLAHOMA HERITAGE ASSOCIATION | ||||||||
| 1400 CLASSEN DR | OKLAHOMA CITY | OK | 73106 | NOT APPLICABLE | PC | PROGRAMS TO PROMOTE AND PRESERVE THE HERITAGE OF OKLAHOMA | $1,500 | |
| RSVP ENID | ||||||||
| 602 S VAN BUREN ST | ENID | OK | 73703 | NOT APPLICABLE | PC | FOR PROGRAMS TO PROVIDE ELDERLY WITH VOLUNTEER OPPORTUNITIES | $48,170 | |
| ST ANNE'S BELFIELD SCHOOL | ||||||||
| 2132 IVY ROAD | CHAROLTTESVILLE | VA | 22903 | NOT APPLICABLE | PC | PROGRAMS AND SERVICES THAT PROMOTE EDUCATION | $5,000 | |
| 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 | |
| TIP OF THE SPEAR FOUNDATION | ||||||||
| 2311 CEDAR SPRINGS ROAD | DALLAS | TX | 75201 | NOT APPLICABLE | PC | FOR PROGRMAS TO SUPPORT OUR NATION'S OPERATORS AND THEIR FAMILIES DURING TIMES OF NEED | $10,000 | SUITE 405 |
| AMERICAN HEART ASSOCIATION | ||||||||
| 7272 GREENVILLE AVENUE | DALLAS | TX | 75231 | NOT APPLICABLE | PC | PROGRAMS TO SUPPORT BUILDING HEALTHIER LIVES, FREE OF CARDIOVASCULAR DISEASE AND STROKE | $200 | |
| CHARLESTON AREA THERAPEUTIC RIDING | ||||||||
| 2669 HAMILTON RD | JOHNS ISLAND | SC | 29455 | NOT APPLICABLE | PC | FOR PROGRAMS TO IMPROVE THE LIVES OF CHILDREN AND ADULTS WITH DISABILITIES THROUGH THERAPEUTIC HORSEBACK RIDING | $1,000 | |
| FIRST SERVE OKC | ||||||||
| 3400 N PORTLAND AVE | OKLAHOMA CITY | OK | 73112 | NOT APPLICABLE | PC | PROGRAMS SUPPORTING YOUTH TENNIS | $30,000 | |
| HOPE IS ALIVE | ||||||||
| 3009 BROOKHOLLOW ROAD | OKLAHOMA CITY | OK | 73120 | NOT APPLICABLE | PC | FOR PROGRAMS TO INSPIRE HOPE AND BUILD FOUNDATIONS FOR PEOPLE AFFECTED BY ADDICTION | $250 | |
| LIFE CHURCH | ||||||||
| 4600 E 2ND ST | EDMOND | OK | 73034 | NOT APPLICABLE | PC | FOR COMMUNITY SUPPORT PROGRAMS | $10,000 | |
| 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 | |
| WATER 4 FOUNDATION | ||||||||
| 2405 NW 10TH STREET | OKLAHOMA CITY | OK | 73107 | NOT APPLICABLE | PC | FOR PROGRAMS AND SERVICES FOR PROVIDING PEOPLE ACCESS TO CLEAN WATER | $1,000 | |
| ALWF (A LIFE WORTH FOLLOWING) | ||||||||
| PO BOX 720782 | OKLAHOMA CITY | OK | 73172 | NOT APPLICABLE | PC | OPERATING FUNDS | $100 | |
| A&M FOUNDATION | ||||||||
| 401 GEORGE BUSH DR | COLLEGE STATION | TX | 77840 | NOT APPLICABLE | PC | BILL WOOD MEMORIAL | $50 | |
| ARC GROUP HOME | ||||||||
| 501 SW VIRGINIA AVE | BARTLESVILLE | OK | 74003 | NOT APPLICABLE | PC | OPERATING FUNDS | $1,500 | |
| 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 | $51,900 | |
| BALTO | ||||||||
| 215 W DANFORTH | EDMOND | OK | 73003 | NOT APPLICABLE | PC | OPERATING FUNDS | $20 | |
| BIG BROTHERS BIG SISTERS | ||||||||
| 224 NW 10TH ST | OKLAHOMA CITY | OK | 73103 | NOT APPLICABLE | PC | OPERATING FUNDS | $500 | |
| BOYS AND GIRLS CLUB OF OKC | ||||||||
| 3535 WESTERN AVE | OKLAHOMA CITY | OK | 73118 | NOT APPLICABLE | PC | OPERATING FUNDS | $500 | |
| CHEROKEE STRIP REGIONAL HERITAGE CENTER | ||||||||
| 507 S 4TH ST | ENID | OK | 73701 | NOT APPLICABLE | PC | OPERATING FUNDS | $500 | |
| CHILDREN & FAMILY RESOURCE CENTER | ||||||||
| 421 5th Avenue | Hendersonville | NC | 28739 | NOT APPLICABLE | PC | OPERATING FUNDS | $1,000 | |
| CLAREHOUSE | ||||||||
| 7617 S MINGO RD | TULSA | OK | 74133 | NOT APPLICABLE | PC | OPERATING FUNDS | $1,000 | |
| DOCTORS WITHOUT BORDERS | ||||||||
| 333 SEVENTH AVE | NEW YORK CITY | NY | 10001 | NOT APPLICABLE | PC | OPERATING FUNDS | $500 | |
| E FOUNDATION FOR OKLAHOMA | ||||||||
| 2 E CALIFORNIA AVE 2ND FLOOR | OKLAHOMA CITY | OK | 73104 | NOT APPLICABLE | PC | PROGRAMS AND SERVICES THAT PROMOTE EDUCATION AND ENTREPRENEURSHIP IN OKLAHOMA | $150,000 | |
| EDMOND MEMORIAL BOOSTER CLUB | ||||||||
| 1000 E 15TH ST | EDMOND | OK | 73013 | NOT APPLICABLE | PC | OPERATING FUNDS | $50 | |
| ENID PUBLIC SCHOOL FOUNDATION | ||||||||
| PO BOX 3325 | ENID | OK | 73702 | NOT APPLICABLE | PC | OPERATING FUNDS | $500 | |
| FOLDS OF HONOR | ||||||||
| 5800 N PATRIOT DR | OWASSO | OK | 74055 | NOT APPLICABLE | PC | OPERATING FUNDS | $5,000 | |
| FRIENDS OF BARTLESVILLE | ||||||||
| Area History Museum | Bartlesville | OK | 74003 | NOT APPLICABLE | PC | OPERATING FUNDS | $1,000 | 401 Johnstone |
| GAMETIME STARS BOOSTER CLUB | ||||||||
| 401 SE 59th Street | Oklahoma City | OK | 73129 | NOT APPLICABLE | PC | OPERATING FUNDS | $3,500 | |
| GEORGE W BUSH PRESIDENTS CLUB | ||||||||
| PO BOX 600610 | DALLAS | TX | 75206 | NOT APPLICABLE | OPERATING FUNDS | $50 | ||
| HARVARD BASEBALL | ||||||||
| 1563 MASSACHUSETTS AVENUE | CAMBRIDGE | MA | 02138 | NOT APPLICABLE | PC | OPERATING FUNDS | $7,500 | |
| JOURNEY HOME HOSPICE | ||||||||
| The Journey Home | Bartlesville | OK | 74006 | NOT APPLICABLE | PC | OPERATING FUNDS | $100 | 3406 SE Kentucky St |
| KIAWAH CONSERVANCY | ||||||||
| 80 KESTREL COURT | KIAWAH ISLAND | SC | 29455 | NOT APPLICABLE | PC | OPERATING FUNDS | $500 | |
| LANDMARK COLLEGE | ||||||||
| 1 RIVER ROAD SOUTH | PUTNEY | VT | 05346 | NOT APPLICABLE | PC | OPERATING FUNDS | $250 | |
| MAKE A WISH FOUNDATIONSMU CHI-O | ||||||||
| 4742 N 24th St STE 400 | Phoenix | AZ | 85016 | NOT APPLICABLE | PC | OPERATING FUNDS | $1,000 | |
| MUSIC RESOURCE CENTER | ||||||||
| 105 RIDGE ST | CHARLOTESVILLE | VA | 22902 | NOT APPLICABLE | PC | OPERATING FUNDS | $500 | |
| PI BETA PHI FOUNDATION OF OKC | ||||||||
| 3124 BROOKHOLLOW RD | OKLAHOMA CITY | OK | 73120 | NOT APPLICABLE | PC | OPERATING FUNDS | $340 | |
| SOUTHERN METHODIST UNIVERSITY | ||||||||
| 3300 UNIVERSITY BLVD | DALLAS | TX | 75205 | NOT APPLICABLE | PC | OPERATING FUNDS | $8,520 | |
| SPECIAL OLYMPICS | ||||||||
| 6835 S CANTON AVE | TULSA | OK | 74136 | NOT APPLICABLE | PC | OPERATING FUNDS | $100 | |
| ST JUDES CHILDRENS HOSPITAL | ||||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | NOT APPLICABLE | PC | OPERATING FUNDS | $150 | |
| ST LUKES EPISCOPAL CHURCH | ||||||||
| 4818 E 9th Street | Tulsa | OK | 74112 | NOT APPLICABLE | PC | OPERATING FUNDS | $1,000 | |
| THE HAVEN | ||||||||
| 1647 S Elwood Ave | Tulsa | OK | 74119 | NOT APPLICABLE | PC | OPERATING FUNDS | $500 | |
| THE NATURE CONSERVANCY VIRGINIA | ||||||||
| 4245 FAIRFAX DRIVE SUITE 100 | ARLINGTON | VA | 22203 | NOT APPLICABLE | PC | OPERATING FUNDS | $5,000 | |
| THE TRASHMASTERS | ||||||||
| PO BOX 6200 | SNOWMASS VILLAGE | CO | 81615 | NOT APPLICABLE | PC | OPERATING FUNDS | $300 | |
| TRINITY EPISCOPAL CHURCH | ||||||||
| 501 S Cincinnati Ave | Tulsa | OK | 74103 | NOT APPLICABLE | PC | OPERATING FUNDS | $1,000 | |
| VETERANS OF FOREIGN WARS | ||||||||
| 406 W 34th Street | Kansas City | MO | 64111 | NOT APPLICABLE | PC | OPERATING FUNDS | $50 | |
| VIRGINIA ATHLETICS FOUNDATION | ||||||||
| 1815 Stadium Road 260 | Charlottesville | VA | 22903 | NOT APPLICABLE | PC | OPERATING FUNDS | $10,000 | |
| WILD CARE FOUNDATION | ||||||||
| 7601 84TH ST | NOBLE | OK | 73068 | NOT APPLICABLE | PC | OPERATING FUNDS | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $714,528 | 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 | $7,269 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $184,855 | 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 | -$92,590 | 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 | $99,534 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $99,534 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $775 | 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 | $13,713,652 | EOYBookValueAmt |
| EOYFMV | $13,713,652 | 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 | $76,396 | BookValueAmt |
| EOYFMV | $76,396 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | WEBSITE COST | Desc |
| Revenue And Expenses Per Books | $2,822 | RevenueAndExpensesPerBooksAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS | Desc |
| Amt | $950,999 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL TAXES & WITHHOLDING PAYABLE | Desc |
| EOY Book Value | $4,900 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MGT FEES | CategoryTxt |
| Amt | $49,848 | Amt |
| Net Investment Income | $49,848 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $2,150 | $2,150 |
| PAYROLL TAXES | $1,989 |
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