Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
ALLEN FAMILY CHARITABLE FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)323 SECOND STREET SE MAILBOX 19
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHARLOTTESVILLE, VA22902
A Employer identification number

20-5490143
B Telephone number (see instructions)

(580) 233-4455
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$20,936,129J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 2,073 2,073 2,073
4 Dividends and interest from securities... 157,944 157,944 157,944
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 375,207
b Gross sales price for all assets on line 6a 3,016,223
7 Capital gain net income (from Part IV, line 2)... 375,207
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
0 8  
12 Total. Add lines 1 through 11........ 535,224 535,232 160,017
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 78,000 0 0 0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
25,370 25,370 0 0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
8,678 2,711 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
650 650 0 0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 112,698 28,731 0 0
25 Contributions, gifts, grants paid....... 1,192,550 1,192,550
26 Total expenses and disbursements. Add lines 24 and 25 1,305,248 28,731 0 1,192,550
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -770,024
b Net investment income (if negative, enter -0-) 506,501
c Adjusted net income (if negative, enter -0-)... 160,017
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 121,489 213,814 213,814
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 21,706,153 Click to see attachment
List of Attached Documents:
// Content
20,722,315 		20,722,315
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 21,706,153 20,936,129 20,936,129
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............ 21,706,153 20,936,129
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 21,706,153 20,936,129
30 Total liabilities and net assets/fund balances (see instructions). 21,706,153 20,936,129
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
21,706,153
2
Enter amount from Part I, line 27a .....................
2
-770,024
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
20,936,129
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
20,936,129
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a NB CROSSROADS PRIVATE MARKETS FUND V LP P 2018-06-15 2024-12-31
b UBS FINANCIAL SERVICES 6497 P 2024-12-31 2024-12-31
c UBS FINANCIAL SERVICES 6497 P 2023-12-31 2024-12-31
d ISHARES GOLD TR P 2023-12-31 2024-12-31
e MERRILL LYNCH 2905 P 2020-02-07 2024-12-31
UBS FINANCIAL SERVICES 6497 CG P 2023-12-31 2024-12-31
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 5,766     5,766
b 1,516,280   1,498,712 17,568
c 1,187,303   1,025,454 161,849
d 13     13
e 300,863   116,850 184,013
5,998     5,998
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       5,766
b       17,568
c       161,849
d       13
e       184,013
      5,998
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 375,207
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3 17,568
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 7,040
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 7,040
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 7,040
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 32,755
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 32,755
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 25,715
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow25,715 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrow
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowMANDY M GARVIE Telephone no.right arrow (405) 842-7977

Located atright arrow211 N ROBINSON AVE STE 600OKLAHOMA CITYOK ZIP+4right arrow731029421
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
MARK ALLEN PRESIDENT
0.00 		0 0 0
3505 TURTLE CREEK BLVD 8F
DALLAS,TX75219
PAUL ALLEN VICE PRESIDENT
0.00 		0 0 0
38 WOODLANDS
ENID,OK73703
GREG ALLEN TREASURER
0.00 		0 0 0
323 2ND ST SE MAILROOM BOX 19
CHARLOTTESVILLE,VA22902
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
CLAIRE ALLEN NEAL EMPLOYEE
40.00 		78,000 0 0
3514 MILTON AVE
DALLAS,TX75205
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
21,136,669
b
Average of monthly cash balances.......................
1b
201,798
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
21,338,467
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
21,338,467
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
320,077
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
21,018,390
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,050,920
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
1,050,920
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
7,040
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
7,040
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,043,880
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,043,880
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
1,043,880
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
1,192,550
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
1,192,550
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 1,043,880
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 34,965
b From 2020...... 100,105
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........ 135,070
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 1,192,550
a Applied to 2023, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 1,043,880
e Remaining amount distributed out of corpus 148,670
5 Excess distributions carryover applied to 2024. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 283,740
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		34,965
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		248,775
10 Analysis of line 9:
a Excess from 2020.... 100,105
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024.... 148,670
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
MARK ALLEN
PAUL ALLEN
GREG ALLEN
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
MARK ALLEN
7301 N BROADWAY EXTENSION STE 225
OKLAHOMA CITY,OK73116
(580) 233-4455
bThe form in which applications should be submitted and information and materials they should include:
THE PRIVATE FOUNDATION DOES NOT REQUIRE A SET FORMAT FOR APPLICATION FOR GRANTS, SCHOLARSHIPS, ETC.
cAny submission deadlines:
THERE ARE NO DEADLINES FOR APPLICATIONS.
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
THERE ARE NO RESTRICTIONS ON GRANTS, SCHOLARSHIPS, ETC.
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

VANDERBILT UNIVERSITY ENDOWMENT FUND

2201 WEST END AVE
NASHVILLE,TN37235 		  ENDOWMENT FUND ENDOWMENT FUND 1,007,550

ASTROS FOUNDATION

501 CRAWFORD ST
HOUSTON,TX77002 		  YOUTH SPORTS & EDUCA GENERAL SUPPORT YOUTH SPORTS & EDUCATION 55,000

THE SALVATION ARMY OF ENID

516 N INDEPENDENCE
ENID,OK73701 		  SOCIAL SERVICE PROVI GENERAL SUPPORT 5,000

OKLAHOMA HALL OF FAME

1400 CLASSEN DR
OKLAHOMA CITY,OK73106 		  FAMILY FRIENDLY PROG INDUCTION CEREMONY 5,000

COLORADO MOUNTAIN COLLEGE

802 GRAND AVE
GLENWOOD SPRINGS,CO81601 		  SCHOLARSHIP FUND ENDOWMENT SCHOLARSHIP 100,000

ENID HIGHER EDUCATION COUNCIL

PO BOX 1243
ENID,OK73702 		  SCHOLARSHIP FUND SCHOLARSHIP FUND 20,000
Total .................................right arrow 3a 1,192,550
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 2,073  
4 Dividends and interest from securities ....     14 157,944  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 375,207  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 535,224 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
535,224
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 InvestmentsCorpStockSchedule
Name:
ALLEN FAMILY CHARITABLE FOUNDATION
EIN:
20-5490143
Name of Stock End of Year Book Value End of Year Fair Market Value
BLACKROCK PRIVATE OPPORTUNITIES FUND OFFSHORE V 123,742 123,742
CLOVER PRIVATE CREDIT II 291,164 291,164
STRATEGIC PARTNERS IX (ICAPITAL) 2,993,476 2,993,476
STRATEGIC PARTNERS VIII 3,192,421 3,192,421
BREVAN HOWARD ALPHA STRATEGIES FD 265,157 265,157
ADVANCED MIRCO DEVICES INC 6,885 6,885
AES CORP 2,947 2,947
AIA GROUP LTD SPON ADR 7,407 7,407
AIB GROUP PLC EUR 11,667 11,667
ALCON INC CHR 9,593 9,593
ALLEGION PLC 5,619 5,619
ALLSTATE CORP 9,061 9,061
ALPHABET INC CL A 24,041 24,041
AMAZON.COM INC 36,199 36,199
AMERIPRISE FINANCIAL INC 11,181 11,181
APA CORP 5,172 5,172
APOLLO GLOBAL MGMT INC 10,735 10,735
APPLE INC 48,581 48,581
APTIV PLC 10,886 10,886
ASHTEAD GROUP PLC ORD GBP 8,457 8,457
ASML HLDG NV EUR 8,434 8,434
AZENTA INC 5,000 5,000
BAE SYSTEMS PLC ORD GBP 3,855 3,855
BANCO DE SABADELL SA EUR 8,065 8,065
BAWAG GROUP AG EUR 13,563 13,563
BENTLEY SYSTEMS INC CL B 6,258 6,258
BERKLEY W R CORP 5,442 5,442
BERKSHIRE HATHAWAY INC NEW CL B 21,304 21,304
BIO RAD LABORATORIES INC CL A 13,140 13,140
BLACK ROCK INC 12,301 12,301
BOSTON SCIENTIFIC CORP 4,198 4,198
BRIGHT HORIZONS FAMILY SOLUTIONS INC 4,656 4,656
BRISTOL MYERS SQUIBB CO 17,081 17,081
BRITISH AMER TOBACCO PLC GB SPON ADR 10,496 10,496
BROADCOM INC 22,720 22,720
BROADRIDGE FINANCIAL SOLUTIONS INC 7,009 7,009
BRUNSWICK CORP 4,851 4,851
CANADIAN PAC KANS CITY LTD CAD 10,566 10,566
CF INDUSTRIES HOLDINGS INC 5,461 5,461
CHARLES RIVER LABORATORIES 4,615 4,615
CHEMED CORP NEW 4,238 4,238
CHIPOTLE MEXICAN GRILL INC CL A 6,693 6,693
HOTELS INTL INC NEW 5,963 5,963
CHUGAI PHARMACEUTICAL LTD ADR 4,965 4,965
DEVON ENERGY CORP NEW 6,448 6,448
DOMINOS PIZZA INC 5,457 5,457
DYNATRACE INC 5,109 5,109
EQUIFAX INC 4,587 4,587
EXPONENT INC 4,722 4,722
EXXON MOBIL CORP 3,120 3,120
FAIR ISAAC CORP 11,946 11,946
FANUC CORP ADR 7,107 7,107
FIDELITY NATL INFORMATION SVCS 15,992 15,992
FIRST CITIZENS BANCSHS INC NC CL A 6,339 6,339
GALP ENERGIA SGPS SA B SHRS EUR 13,279 13,279
GATES INDL CORPRATIN PLC 4,834 4,834
GENMAB A/S SPON ADR 4,257 4,257
GLENCORE PLC UNPONSORED ADR 7,141 7,141
GRACO INC 5,142 5,142
HALEON PLC GBP 11,007 11,007
HAYWARD HLDGS INC 6,330 6,330
HDFC BANK LTD ADR REPSTG 3 ORD SHS 9,004 9,004
HEICO CORP NEW CL A 8,560 8,560
HENRY JACK & ASSOC INC 5,785 5,785
HEXPOL AB SEK 6,105 6,105
HOULIHAN LOKEY INC 9,204 9,204
HUBSPOT INC 7,664 7,664
IAC INC 5,867 5,867
INFINEON TECHNOLOGIES ADR 8,918 8,918
INGERSOLL RAND INC 16,464 16,464
ITOCHU CORP ADR JAPAN ADR 8,575 8,575
JOHNSON CTLS INTL PLC 4,025 4,025
KEYSIGHT TECHNOLOGIES INC COM 8,353 8,353
KNORR BREMSE AG EUR 10,797 10,797
KONINKLIJKE PHILIPS NV SPON ADR 10,508 10,508
LAS VEGAS SAND CORP 13,251 13,251
LEGAL & GENL GROUP PLC GBP 2.5 GBP 7,750 7,750
LENNOX INTL INC 11,577 11,577
LIBERTY MEDIA GROUP 5,838 5,838
LILLY ELI & CO 14,668 14,668
LIVE NATION ENTERTAINMENT INC 5,180 5,180
LONDON STOCK EXCHANGE GROUP PLC 12,296 12,296
LPL FINL HLDGS INC COM 6,857 6,857
LVMH MOET HENNESSY LOUIS ADR 8,364 8,364
LYFT INC CL A 5,044 5,044
MARSH & MCLENNAN COS INC 7,010 7,010
MARVELL TECHNOLOGY INC 4,639 4,639
MASTERCARD INC CL A 15,797 15,797
META PLATFORMS INC CL A 18,151 18,151
MICRON TECHNOLOGY INC 10,857 10,857
MICROSOFT CORP 51,002 51,002
MONDELEZ INTL INC 10,154 10,154
NEXTERA ENERGY INC COM 15,772 15,772
NIKE INC CL B 5,524 5,524
NIPPON TELEG & TEL CORP SPON ADR 5,393 5,393
NORDSON CORP 5,022 5,022
NORTHROP GRUMMAN CORP 8,917 8,917
NOVARTIS AG SPON ADR 12,650 12,650
NVIDIA CORP 50,359 50,359
ORACLE CORP 9,165 9,165
PARKER HANNIFIN CORP 5,088 5,088
PENTAIR PLC 9,158 9,158
PERNOD RICARD OR EUR 6,772 6,772
PHILIP MORRIS INTL INC 8,545 8,545
POOL CORP 6,819 6,819
PROLOGIS INC COM 9,513 9,513
REGAL REXNORD CORP 9,463 9,463
ROLLINS INC 4,125 4,125
S&P GLOBAL INC 4,482 4,482
SAIA INC 6,380 6,380
SANDOZ GROUP AG SPON ADR 8,100 8,100
SCHWAB CHARLES CORP NEW 4,515 4,515
SHIN ETSU CHEM CO LTD ADR 7,500 7,500
SHOPIFY INC CL A 8,719 8,719
SITEONE LANDSCAPE SUPPLY INC 3,163 3,163
SOFTBANK GROUP CORP ADR 6,830 6,830
SONY GROUP CORP SPONSORED ADR 13,669 13,669
SPECTRIS PLC GBP 4,825 4,825
STARBUCKS CORP 7,665 7,665
T-MOBILE US INC COM 10,595 10,595
TAKE-TWO INTERACTIVE SOFTWARE 15,831 15,831
TELEDYNE TECHNOLOGIES INC 8,354 8,354
TESLA INC 18,577 18,577
THE COOPER COMPANIES INC 10,756 10,756
THERMO FISHER SCIENTIFIC INC 6,763 6,763
TJX COS INC NEW 5,436 5,436
TOURMALINE OIL CORP CAD 5,456 5,456
TRANSDIGM GROUP INC 6,336 6,336
UNITEDHEALTH GROUP INC 19,729 19,729
UNIVERSAL MUSIC GROUP NV EUR 7,935 7,935
UNIVERSAL DISPLAY CORP 5,702 5,702
VULCAN MATERIALS CO NEW 5,402 5,402
WABTEC INC 5,688 5,688
WALMART INC 18,522 18,522
WALT DISNEY CO (HOLDING CO) 9,910 9,910
WELLS FARGO & CO NEW 23,601 23,601
WEST PHARMACEUTICAL SERVICES INC 4,258 4,258
WILLIAMS COS INC (DEL) 23,921 23,921
ZEBRA TECHNOLOGIES CORP CL A 7,724 7,724
ZOOM COMMUNICATIONS INC CL A 6,202 6,202
ZSCALER INC 3,969 3,969
INVESCO S&P 500 EQUAL WEIGHT EFT 140,885 140,885
ISHARES CORE S&P EFT 260,197 260,197
ISHARES CORE S&P SMALL-CAP EFT 89,180 89,180
PACE INTERNATIONAL EMERGING MKTS 99,142 99,142
UBS FUNDS EMERGING MKTS EQ OPP FUND 98,253 98,253
UBS US DIVIDEND RULER FD CL P2 168,576 168,576
ISHARES 20+ YEAR TREAS BOND ETF 81,392 81,392
ISHARES CORE US AGGREGATE BOND ETF 167,734 167,734
ISHARES JP MORGAN USD EMERG MKTS BOND 246,374 246,374
ISHARES US TREASURY BOND ETF 290,582 290,582
ISHARES BROAD USD HIGH YIELD BD ETF 248,333 248,333
ISHARES 0-3 MNTH TREASRY BOND ETF 5,217 5,217
SCHWAB US TIPS ETF 62,844 62,844
VANGUARD INTER TERM CORPORATED BD ETF 188,956 188,956
VANGUARD LONGTERM CORP BOND ETF 218,283 218,283
VANGUARD SHORT-TERM CORP BOND ETF 258,759 258,759
ISHARES GOLD TR 62,432 62,432
APPLE INC 2,103,528 2,103,528
BEST BUY CO INC 42,900 42,900
BLACKROCK INC REG SHS 102,511 102,511
GBANK FINL HLDGS INC 2,408,000 2,408,000
INTEL CORP 16,040 16,040
LOCKHEED MARTIN CORP 48,594 48,594
MASTERCARD INC 526,570 526,570
STARBUCKS CORP 18,250 18,250
VISA INC CL A SHRS 442,456 442,456
INTL BKST LIRN ISS CIBC 614,000 614,000
BLUE OWL 302,668 302,668
BLUE OWL TECHNOLOGY 266,092 266,092
CARLYE BUYOUT VII 117,380 117,380
KKR NORTH AMERICA BUYOUT 240,299 240,299
NB CROSSROADS 116,797 116,797
CHARLES SCHWAB 768,145 768,145
CRAFT REVOLUTION LLC 1,685,800 1,685,800

TY 2024 OtherExpensesSchedule
Name:
ALLEN FAMILY CHARITABLE FOUNDATION
EIN:
20-5490143
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
DEDUCTIONS FROM SCH K-1 650 650 0 0


TY 2024 OtherIncomeSchedule2
Name:
ALLEN FAMILY CHARITABLE FOUNDATION
EIN:
20-5490143
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
UBS SECTION 1250 GAIN 0 8 0


TY 2024 OtherProfessionalFeesSchedule
Name:
ALLEN FAMILY CHARITABLE FOUNDATION
EIN:
20-5490143
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 25,370 25,370 0 0


TY 2024 TaxesSchedule
Name:
ALLEN FAMILY CHARITABLE FOUNDATION
EIN:
20-5490143
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PAYROLL TAXES 5,967 0 0 0
FOREIGN TAXES 2,711 2,711 0 0