2025-11-17T10:57:25-06:00 2024-12-31 541638859 HAMPTON AND EVERETT PC 944 GLENWOOD STATION LANE STE 101 CHARLOTTESVILLE VA 22901 990PF 2024-01-01 205490143 ALLEN FAMILY CHARITABLE FOUNDATION ALLE 5802334455 323 SECOND STREET SE MAILBOX 19 CHARLOTTESVILLE VA 22902 GREG ALLEN PRESIDENT 5802334455 2025-11-17 1 1 WADE H HAMPTON CPA P00438651 4349799825 2025-11-13 2024 2025-03-06 01:10:19Z X X 20936129 X X 2073 2073 2073 157944 157944 157944 375207 3016223 375207 0 8 535224 535232 160017 78000 0 0 0 25370 25370 0 0 8678 2711 0 0 650 650 0 0 112698 28731 0 0 1192550 1192550 1305248 28731 0 1192550 -770024 506501 160017 121489 213814 213814 21706153 20722315 20722315 21706153 20936129 20936129 0 0 X 21706153 20936129 21706153 20936129 21706153 20936129 21706153 -770024 0 20936129 0 20936129 NB CROSSROADS PRIVATE MARKETS FUND V LP P 2018-06-15 2024-12-31 5766 5766 5766 UBS FINANCIAL SERVICES 6497 P 2024-12-31 2024-12-31 1516280 1498712 17568 17568 UBS FINANCIAL SERVICES 6497 P 2023-12-31 2024-12-31 1187303 1025454 161849 161849 ISHARES GOLD TR P 2023-12-31 2024-12-31 13 13 13 MERRILL LYNCH 2905 P 2020-02-07 2024-12-31 300863 116850 184013 184013 UBS FINANCIAL SERVICES 6497 CG P 2023-12-31 2024-12-31 5998 5998 5998 375207 17568 7040 0 7040 0 7040 32755 0 0 0 32755 0 25715 25715 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 1 N/A MANDY M GARVIE 4058427977 211 N ROBINSON AVE STE 600 OKLAHOMA CITY OK 731029421 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MARK ALLEN 3505 TURTLE CREEK BLVD 8F DALLAS TX 75219 PRESIDENT 0.00 0 0 0 PAUL ALLEN 38 WOODLANDS ENID OK 73703 VICE PRESIDENT 0.00 0 0 0 GREG ALLEN 323 2ND ST SE MAILROOM BOX 19 CHARLOTTESVILLE VA 22902 TREASURER 0.00 0 0 0 CLAIRE ALLEN NEAL 3514 MILTON AVE DALLAS TX 75205 EMPLOYEE 40.00 78000 0 0 0 NONE 0 0 21136669 201798 0 21338467 0 0 21338467 320077 21018390 1050920 1050920 7040 7040 1043880 0 1043880 0 1043880 1192550 0 1192550 1043880 0 0 34965 100105 135070 1192550 0 0 0 1043880 148670 0 0 283740 0 0 0 0 0 0 34965 248775 100105 148670 MARK ALLEN PAUL ALLEN GREG ALLEN MARK ALLEN 7301 N BROADWAY EXTENSION STE 225 OKLAHOMA CITY OK 73116 5802334455 THE PRIVATE FOUNDATION DOES NOT REQUIRE A SET FORMAT FOR APPLICATION FOR GRANTS, SCHOLARSHIPS, ETC. THERE ARE NO DEADLINES FOR APPLICATIONS. THERE ARE NO RESTRICTIONS ON GRANTS, SCHOLARSHIPS, ETC. VANDERBILT UNIVERSITY ENDOWMENT FUND 2201 WEST END AVE NASHVILLE TN 37235 ENDOWMENT FUND ENDOWMENT FUND 1007550 ASTROS FOUNDATION 501 CRAWFORD ST HOUSTON TX 77002 YOUTH SPORTS & EDUCA GENERAL SUPPORT YOUTH SPORTS & EDUCATION 55000 THE SALVATION ARMY OF ENID 516 N INDEPENDENCE ENID OK 73701 SOCIAL SERVICE PROVI GENERAL SUPPORT 5000 OKLAHOMA HALL OF FAME 1400 CLASSEN DR OKLAHOMA CITY OK 73106 FAMILY FRIENDLY PROG INDUCTION CEREMONY 5000 COLORADO MOUNTAIN COLLEGE 802 GRAND AVE GLENWOOD SPRINGS CO 81601 SCHOLARSHIP FUND ENDOWMENT SCHOLARSHIP 100000 ENID HIGHER EDUCATION COUNCIL PO BOX 1243 ENID OK 73702 SCHOLARSHIP FUND SCHOLARSHIP FUND 20000 1192550 0 14 2073 14 157944 18 375207 0 535224 0 535224 0 0 0 0 0 0 0 0 0 0 BLACKROCK PRIVATE OPPORTUNITIES FUND OFFSHORE V 123742 123742 CLOVER PRIVATE CREDIT II 291164 291164 STRATEGIC PARTNERS IX (ICAPITAL) 2993476 2993476 STRATEGIC PARTNERS VIII 3192421 3192421 BREVAN HOWARD ALPHA STRATEGIES FD 265157 265157 ADVANCED MIRCO DEVICES INC 6885 6885 AES CORP 2947 2947 AIA GROUP LTD SPON ADR 7407 7407 AIB GROUP PLC EUR 11667 11667 ALCON INC CHR 9593 9593 ALLEGION PLC 5619 5619 ALLSTATE CORP 9061 9061 ALPHABET INC CL A 24041 24041 AMAZON.COM INC 36199 36199 AMERIPRISE FINANCIAL INC 11181 11181 APA CORP 5172 5172 APOLLO GLOBAL MGMT INC 10735 10735 APPLE INC 48581 48581 APTIV PLC 10886 10886 ASHTEAD GROUP PLC ORD GBP 8457 8457 ASML HLDG NV EUR 8434 8434 AZENTA INC 5000 5000 BAE SYSTEMS PLC ORD GBP 3855 3855 BANCO DE SABADELL SA EUR 8065 8065 BAWAG GROUP AG EUR 13563 13563 BENTLEY SYSTEMS INC CL B 6258 6258 BERKLEY W R CORP 5442 5442 BERKSHIRE HATHAWAY INC NEW CL B 21304 21304 BIO RAD LABORATORIES INC CL A 13140 13140 BLACK ROCK INC 12301 12301 BOSTON SCIENTIFIC CORP 4198 4198 BRIGHT HORIZONS FAMILY SOLUTIONS INC 4656 4656 BRISTOL MYERS SQUIBB CO 17081 17081 BRITISH AMER TOBACCO PLC GB SPON ADR 10496 10496 BROADCOM INC 22720 22720 BROADRIDGE FINANCIAL SOLUTIONS INC 7009 7009 BRUNSWICK CORP 4851 4851 CANADIAN PAC KANS CITY LTD CAD 10566 10566 CF INDUSTRIES HOLDINGS INC 5461 5461 CHARLES RIVER LABORATORIES 4615 4615 CHEMED CORP NEW 4238 4238 CHIPOTLE MEXICAN GRILL INC CL A 6693 6693 HOTELS INTL INC NEW 5963 5963 CHUGAI PHARMACEUTICAL LTD ADR 4965 4965 DEVON ENERGY CORP NEW 6448 6448 DOMINOS PIZZA INC 5457 5457 DYNATRACE INC 5109 5109 EQUIFAX INC 4587 4587 EXPONENT INC 4722 4722 EXXON MOBIL CORP 3120 3120 FAIR ISAAC CORP 11946 11946 FANUC CORP ADR 7107 7107 FIDELITY NATL INFORMATION SVCS 15992 15992 FIRST CITIZENS BANCSHS INC NC CL A 6339 6339 GALP ENERGIA SGPS SA B SHRS EUR 13279 13279 GATES INDL CORPRATIN PLC 4834 4834 GENMAB A/S SPON ADR 4257 4257 GLENCORE PLC UNPONSORED ADR 7141 7141 GRACO INC 5142 5142 HALEON PLC GBP 11007 11007 HAYWARD HLDGS INC 6330 6330 HDFC BANK LTD ADR REPSTG 3 ORD SHS 9004 9004 HEICO CORP NEW CL A 8560 8560 HENRY JACK & ASSOC INC 5785 5785 HEXPOL AB SEK 6105 6105 HOULIHAN LOKEY INC 9204 9204 HUBSPOT INC 7664 7664 IAC INC 5867 5867 INFINEON TECHNOLOGIES ADR 8918 8918 INGERSOLL RAND INC 16464 16464 ITOCHU CORP ADR JAPAN ADR 8575 8575 JOHNSON CTLS INTL PLC 4025 4025 KEYSIGHT TECHNOLOGIES INC COM 8353 8353 KNORR BREMSE AG EUR 10797 10797 KONINKLIJKE PHILIPS NV SPON ADR 10508 10508 LAS VEGAS SAND CORP 13251 13251 LEGAL & GENL GROUP PLC GBP 2.5 GBP 7750 7750 LENNOX INTL INC 11577 11577 LIBERTY MEDIA GROUP 5838 5838 LILLY ELI & CO 14668 14668 LIVE NATION ENTERTAINMENT INC 5180 5180 LONDON STOCK EXCHANGE GROUP PLC 12296 12296 LPL FINL HLDGS INC COM 6857 6857 LVMH MOET HENNESSY LOUIS ADR 8364 8364 LYFT INC CL A 5044 5044 MARSH & MCLENNAN COS INC 7010 7010 MARVELL TECHNOLOGY INC 4639 4639 MASTERCARD INC CL A 15797 15797 META PLATFORMS INC CL A 18151 18151 MICRON TECHNOLOGY INC 10857 10857 MICROSOFT CORP 51002 51002 MONDELEZ INTL INC 10154 10154 NEXTERA ENERGY INC COM 15772 15772 NIKE INC CL B 5524 5524 NIPPON TELEG & TEL CORP SPON ADR 5393 5393 NORDSON CORP 5022 5022 NORTHROP GRUMMAN CORP 8917 8917 NOVARTIS AG SPON ADR 12650 12650 NVIDIA CORP 50359 50359 ORACLE CORP 9165 9165 PARKER HANNIFIN CORP 5088 5088 PENTAIR PLC 9158 9158 PERNOD RICARD OR EUR 6772 6772 PHILIP MORRIS INTL INC 8545 8545 POOL CORP 6819 6819 PROLOGIS INC COM 9513 9513 REGAL REXNORD CORP 9463 9463 ROLLINS INC 4125 4125 S&P GLOBAL INC 4482 4482 SAIA INC 6380 6380 SANDOZ GROUP AG SPON ADR 8100 8100 SCHWAB CHARLES CORP NEW 4515 4515 SHIN ETSU CHEM CO LTD ADR 7500 7500 SHOPIFY INC CL A 8719 8719 SITEONE LANDSCAPE SUPPLY INC 3163 3163 SOFTBANK GROUP CORP ADR 6830 6830 SONY GROUP CORP SPONSORED ADR 13669 13669 SPECTRIS PLC GBP 4825 4825 STARBUCKS CORP 7665 7665 T-MOBILE US INC COM 10595 10595 TAKE-TWO INTERACTIVE SOFTWARE 15831 15831 TELEDYNE TECHNOLOGIES INC 8354 8354 TESLA INC 18577 18577 THE COOPER COMPANIES INC 10756 10756 THERMO FISHER SCIENTIFIC INC 6763 6763 TJX COS INC NEW 5436 5436 TOURMALINE OIL CORP CAD 5456 5456 TRANSDIGM GROUP INC 6336 6336 UNITEDHEALTH GROUP INC 19729 19729 UNIVERSAL MUSIC GROUP NV EUR 7935 7935 UNIVERSAL DISPLAY CORP 5702 5702 VULCAN MATERIALS CO NEW 5402 5402 WABTEC INC 5688 5688 WALMART INC 18522 18522 WALT DISNEY CO (HOLDING CO) 9910 9910 WELLS FARGO & CO NEW 23601 23601 WEST PHARMACEUTICAL SERVICES INC 4258 4258 WILLIAMS COS INC (DEL) 23921 23921 ZEBRA TECHNOLOGIES CORP CL A 7724 7724 ZOOM COMMUNICATIONS INC CL A 6202 6202 ZSCALER INC 3969 3969 INVESCO S&P 500 EQUAL WEIGHT EFT 140885 140885 ISHARES CORE S&P EFT 260197 260197 ISHARES CORE S&P SMALL-CAP EFT 89180 89180 PACE INTERNATIONAL EMERGING MKTS 99142 99142 UBS FUNDS EMERGING MKTS EQ OPP FUND 98253 98253 UBS US DIVIDEND RULER FD CL P2 168576 168576 ISHARES 20+ YEAR TREAS BOND ETF 81392 81392 ISHARES CORE US AGGREGATE BOND ETF 167734 167734 ISHARES JP MORGAN USD EMERG MKTS BOND 246374 246374 ISHARES US TREASURY BOND ETF 290582 290582 ISHARES BROAD USD HIGH YIELD BD ETF 248333 248333 ISHARES 0-3 MNTH TREASRY BOND ETF 5217 5217 SCHWAB US TIPS ETF 62844 62844 VANGUARD INTER TERM CORPORATED BD ETF 188956 188956 VANGUARD LONGTERM CORP BOND ETF 218283 218283 VANGUARD SHORT-TERM CORP BOND ETF 258759 258759 ISHARES GOLD TR 62432 62432 APPLE INC 2103528 2103528 BEST BUY CO INC 42900 42900 BLACKROCK INC REG SHS 102511 102511 GBANK FINL HLDGS INC 2408000 2408000 INTEL CORP 16040 16040 LOCKHEED MARTIN CORP 48594 48594 MASTERCARD INC 526570 526570 STARBUCKS CORP 18250 18250 VISA INC CL A SHRS 442456 442456 INTL BKST LIRN ISS CIBC 614000 614000 BLUE OWL 302668 302668 BLUE OWL TECHNOLOGY 266092 266092 CARLYE BUYOUT VII 117380 117380 KKR NORTH AMERICA BUYOUT 240299 240299 NB CROSSROADS 116797 116797 CHARLES SCHWAB 768145 768145 CRAFT REVOLUTION LLC 1685800 1685800 DEDUCTIONS FROM SCH K-1 650 650 0 0 UBS SECTION 1250 GAIN 0 8 0 INVESTMENT MANAGEMENT FEES 25370 25370 0 0 PAYROLL TAXES 5967 0 0 0 FOREIGN TAXES 2711 2711 0 0