2025-11-13T07:02:13-08:00 2024-12-31 990PF 2024-01-01 870996370 THE OKEN FAMILY FOUNDATION INC OKEN 7049076300 12428 CYPRESS ISLAND WAY WELLINGTON FL 33414 MARC D OKEN PRESIDENT 7049076300 2025-11-10 true 2024 2025-03-06 01:10:19Z X 87738 X 21820 3996 3996 666 666 205835 438715 205835 5611 0 0 232317 210497 5611 0 0 1110 1110 1926 0 0 0 3036 1110 0 547500 547500 550536 1110 547500 -318219 209387 5611 405957 87738 87738 0 0 0 0 0 0 0 0 0 0 0 0 0 0 405957 87738 87738 0 0 0 0 0 X 0 0 0 0 405957 87738 405957 87738 405957 87738 405957 -318219 87738 87738 Marsh & McLennon COS Inc. Stock D 2010-06-01 2024-11-13 222044 0 21820 200224 0 0 0 200224 iShares Floating Rate ETF P 2024-04-03 2024-07-17 44866 0 44755 111 0 0 0 111 U.S Treasury Note P 2023-10-05 2024-07-17 47543 0 45678 1865 0 0 0 1865 U.S Treasury Note P 2024-02-28 2024-07-17 29663 0 29163 500 0 0 0 500 U.S Treasury Note P 2023-04-20 2024-03-15 75000 0 72023 2977 0 0 0 2977 U.S Treasury Note P 2024-02-28 2024-05-08 19599 0 19441 158 0 0 0 158 205835 5611 2910 0 2910 0 2910 2910 2910 2910 X 109 109 0 false false false false false false false false true true FL false false false false false true N/A JOSEPH J SCHONBERG 7043713220 100 N TRYON ST CHARLOTTE NC 28202 false false false false false false false false false false false false false false false false false false false false false false false false false false MARC D OKEN 12428 CYPRESS ISLAND WAY WELLINGTON FL 33414 PRESIDENT 0.00 0 0 0 CELENE D OKEN 12428 CYPRESS ISLAND WAY WELLINGTON FL 33414 SECRETARY/TREASURER 0.00 0 0 0 NONE 0 NONE 0 Cash Donation To The Sullenberger Aviation Museum For The Sullenberger Capital Campaign 125000 Cash Donation To The Foundation Of The Carolinas For The McColl Park Fund 125000 Cash Donation to Loyola Blakefield for the Oken Scholarship 80000 Cash Donation to Nourish Up For The Hunger Hub Capital Campaign 50000 0 235483 0 235483 0 235483 3532 231951 11598 11598 2910 2910 8688 8688 8688 547500 547500 8688 0 0 795000 160000 316500 1271500 547500 0 547500 1819000 0 0 0 8688 0 1819000 0 795000 160000 316500 547500 MARC D OKEN X Sullenberger Aviation Museum 4108 Minutemean Way Charlotte NC 28202 501(C)(3) Capital Campaign 125000 Wing Haven Foundation 248 Ridgewood Ave Charlotte NC 28209 501(C)(3) Legacy Campaign 10000 Sullenberger Aviation Musuem 4108 Minutemean Way Charlotte NC 28202 501(C)(3) Capital Campaign 40000 Mint Museum 2730 Randolph Road Charlotte NC 28207 501(C)(3) Gala Donation 17500 Loyola Blakefield PO Box 6819 Towson MD 21285 501(C)(3) RL Scholars Program 40000 Folds of Honor 5971 N Patriot Drive Owasso OK 74055 501(C)(3) Gala Event 10000 Loyola Blakefield PO Box 6819 Towson MD 21285 501(C)(3) Oken Scholarship 50000 Loyola Blakefield PO Box 6819 Towson MD 21285 501(C)(3) 64 Scholarship 25000 LOYOLA BLAKEFIELD PO BOX 6819 TOWSON MD 21285 501(C)(3) Greater Glory 5000 Foundation for the Carolinas 220 N Tryon St Charlotte NC 28202 501(C)(3) Carolina Theatre Project 20000 Foundation for the Carolinas 220 N Tryon St Charlotte NC 28202 501(C)(3) McColl Park Fund 125000 Nourish Up 901 Carrie Dr Charlotte NC 28216 501(C)(3) Hunger Hub Campaign 50000 Loyola University PO Box 6819 Towson MD 21285 501(C)(3) Evergreen Fund 20000 Loyola Blakefield PO Box 6819 Towson MD 21285 501(C)(3) RL Scholars Program 10000 547500 Foundation For The Carolinas 220 N Tryon St Charlotte NC 28202 501(C)(3) Carolina TheatreProject Fund 40000 Loyola Blakefield PO Box 6819 Towson MD 21285 501(C)(3) Class of 1964 EndowmentScholarship Fund 25000 Wing Haven 248 Ridgewood Ave Charlotte NC 28209 501(C)(3) Legacy Campaign 10000 CHARLOTTE SYMPHONY 128 S TRYON ST STE 350 CHARLOTTE NC 28202 501(C)(3) General Funding 200000 0 275000 14 3996 14 666 18 205835 210497 210497 false false false false false false false false false false X X 1 Marc D Oken 12428 Cypress Island Way Royal Palm Beach FL 33414 222044 X X 1 Marsh & McLennan COS Inc. Stock 1000 Shares @ 222.05 Per Share 222044 2024-11-13 Marsh & McLennon COS Inc. Stock 2010-06 Donated 2024-11 Market 222044 21820 FMV 0 200224 0 iShares Floating Rate 2024-04 Purchased 2024-07 Market 44866 44755 Cost 0 111 0 U.S. Treasury Note 2023-10 Purchased 2024-07 Market 47543 45678 Cost 0 1865 0 U.S. Treasury Note 2024-02 Purchased 2024-07 Market 29663 29163 Cost 0 500 0 U.S. Treasury Note 2023-04 Purchased 2024-03 Market 75000 72023 Cost 0 2977 0 U.S. Treasury Note 2024-02 Purchased 2024-05 Market 19599 19441 Cost 0 158 0 FED INCOME TAX 1926 0