2024-07-01T11:14:59-05:00 2023-12-31 453944293 PRESTON SMITH PLLC 8118 EAST 63RD STREET TULSA OK 74133 990PF 2023-01-01 731520309 WILLIAM S & ANN ATHERTON FOUNDATION WILL 9187493953 1924 S UTICA AVE STE 1018 TULSA OK 74104 JESSICA FAUBERT PRESIDENT 9187493953 2024-06-20 1 JESSICA FAUBERT 999009999 0 PRESTON SMITH CPA P00357271 9182501040 2024-06-20 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 52110995 X X 1410698 1410698 662882 1164785 662882 104802 0 2178382 2073580 452861 271717 181144 125000 75000 50000 24945 14967 9978 90941 21637 14424 12855 12855 29636 17781 11855 219324 131594 87730 60770 36463 24307 1016332 582014 379438 2971075 2971075 3987407 582014 3350513 -1809025 1491566 672089 134428 134428 863847 35119 15276619 14857277 51244914 685340 693085 693085 101642 63074 51423 38568 38568 17549318 15758477 52110995 93 109 93 109 X 4659610 4659610 0 0 12889615 11098758 17549225 15758368 17549318 15758477 17549225 -1809025 18168 15758368 0 15758368 ENERGY TRANSFER PARTNERS LP 2020-08-19 2023-12-14 273191 186565 86626 86626 10,000 DEVON ENERGY 2005-01-10 2023-01-18 630779 280215 350564 350564 2,000 YUM BRANDS 2005-01-10 2023-12-13 260815 32648 228167 228167 FROM SCHEDULE K-1 2020-08-19 2023-12-14 2475 -2475 -2475 662882 20733 0 20733 0 20733 57345 0 20000 0 77345 214 56398 56398 0 0 0 0 0 0 0 0 0 0 0 1 1 OK 1 0 0 0 0 1 N/A JESSICA A FAUBERT 9187493953 1924 S UTICA SUITE 1018 TULSA OK 74104 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 WILLIAM S ATHERTON 1924 SOUTH UTICA SUITE 1018 TULSA OK 74104 CHAIRMAN 1.00 0 0 0 D ANN ATHERTON 1924 SOUTH UTICA SUITE 1018 TULSA OK 74104 DIRECTOR 1.00 0 0 0 JESSICA ANN FAUBERT 1924 SOUTH UTICA SUITE 1018 TULSA OK 74104 PRESIDENT 40.00 252861 0 0 J THOMAS ATHERTON 1924 SOUTH UTICA SUITE 1018 TULSA OK 74104 TREASURER 10.00 200000 0 0 M DIRK ATHERTON 1924 SOUTH UTICA SUITE 1018 TULSA OK 74104 DIRECTOR 1.00 0 0 0 PRESTON B SMITH 8118 EAST 63RD STREET TULSA OK 741331901 SECRETARY 1.00 0 0 0 NONE 0 NONE 0 THE WILLIAM S. AND ANN ATHERTON FOUNDATION IS A PRIVATE, NON-OPERATING FOUNDATION. IT ACCOMPLISHES ITS CHARITABLE PURPOSE SOLELY THROUGH A PROGRAM OF MAKING CHARITABLE GIFTS AND GRANTS AND DOES NOT CONDUCT ANY DIRECT CHARITABLE ACTIVITIES OR MAKE PROGRAM-RELATED INVESTMENTS. THE FOUNDATION MANAGER SPENDS AN AVERAGE OF 60% OF HER TIME ADMINISTERING INVESTMENTS AND 40% ANSWERING CORRESPONDENCE, AND INVESTIGATING INSTITUTIONS THAT REQUIRE FUNDING. THEREFORE, 40% OF RELATED EXPENSES HAVE BEEN ALLOCATED TO GRANT-MAKING ACTIVITIES. 0 0 55872781 1575834 0 57448615 0 0 57448615 861729 56586886 2829344 2829344 20733 20733 2808611 0 2808611 0 2808611 3350513 0 3350513 2808611 96454 0 0 3350513 96454 0 0 2808611 445448 0 0 445448 0 0 0 0 0 0 0 445448 445448 WILLIAM S ATHERTON JESSICA FAUBERT 1924 S UTICA SUITE 1018 TULSA OK 74104 9187493953 DESCRIPTION OF PROGRAM AND OUTLINE OF NEEDS NONE NONE AMERICAN CANCER SOCIETY 4110 S 100TH EAST AVE3 TULSA OK 74146 NONE PUBLIC CATTLE BARON BALL 5000 BIT BY BIT EQUESTRIAN FOUNDATION 3150 STONEY CREEK ROAD OAKLAND MI 48363 NONE PUBLIC GENERAL FUND 5075 CAPITAL RESEARCH CENTER 1513 16TH STREET NW WASHINGTON DC 20036 NONE PRIVATE GENERAL FUND 7000 CLASSICALLY FORMED INC PO BOX 35772 TULSA OK 74153 NONE PUBLIC GENERAL FUND 250000 CONSTITUTING AMERICA PO BOX 1988 COLLEYVILLE TX 76034 NONE PUBLIC GENERAL FUND 10000 FOLDS OF HONOR FOUNDATION 7030 SOUTH YALE SUITE 600 TULSA OK 74136 NONE PUBLIC GENERAL FUND 250000 FRANK PHILLIPS FOUNDATION P O BOX 1647 BARTLESVILLE OK 74005 NONE PUBLIC GENERAL FUND 25000 HAPPY TRAILS CHILDRENS FOUNDATION 10755 APPLE VALLEY RD A APPLE VALLEY CA 92308 NONE PUBLIC GENERAL FUND 3500 HILLSDALE COLLEGE 33 EAST COLLEGE STREET HILLSDALE MI 49242 NONE PUBLIC BUILDING FUND 650000 HOSPITALITY HOUSE OF TULSA PO BOX 14472 TULSA OK 74159 NONE PUBLIC GENERAL FUND 5000 INDEPENDENT INSTITUTE 100 SWAN WAY OAKLAND CA 94621 NONE PUBLIC GENERAL FUND 12000 INSTITUTE FOR ENERGY RESEARCH 1155 15TH STREET NW SUITE 900 WASHINGTON DC 20005 NONE PUBLIC GENERAL FUND 8000 INSTITUTE FOR FREE SPEECH 1150 CONNECTICUT AVENUE NW SUITE 801 WASHINGTON DC 20036 NONE PUBLIC GENERAL FUND 5000 JOHN BROWN UNIVERSITY 2000 WEST UNIVERSITY STREET SILOAM SPRINGS AR 72761 NONE PRIVATE PIZZA HUT SCHOLARSHIP 12500 JUDICIAL WATCH 501 SCHOOL ST NW SUITE 700 WASHINGTON DC 20024 NONE PUBLIC GENERAL FUND 7500 LEADERSHIP INSTITUTE 1101 N HIGHLAND STREET ARLINGTON VA 22201 NONE PUBLIC GENERAL FUND 25000 LITESPEED AIRSHOW 7501 EAST APACHE STREET HANGAR 18 TULSA OK 74115 NONE PUBLIC GENERAL FUND 25000 MAKE-A-WISH FOUNDATION OF OKLAHOMA 4504 E 67TH STREET 208 TULSA OK 74136 NONE PUBLIC GENERAL FUND 5000 MAYO CLINIC 200 FIRST ST SW ROCHESTER MN 55905 NONE PRIVATE GENERAL FUND 250000 MEDIA RESEARCH CENTER 325 S PATRICK STREET ALEXANDRIA VA 22314 NONE PUBLIC GENERAL FUND 5000 MOVING PICTURE INSTITUTE 375 GREENWICH STREET NEW YORK CITY NY 10013 NONE PUBLIC GENERAL FUND 8000 NATIONAL LEGAL AND POLICY CENTER 107 PARK WASHINGTON COURT FALLS CHURCH VA 22046 NONE PUBLIC GENERAL FUND 2500 NAT'L COWBOY & WESTERN HERITAGE MUSEUM 1700 NE 63RD STREET OKLAHOMA CITY OK 73111 NONE PUBLIC GENERAL FUND 1100000 OKLAHOMA COUNCIL OF PUBLIC AFFAIRS 1401 N LINCOLN BLVD OKLAHOMA CITY OK 73104 NONE PUBLIC GENERAL FUND 60000 PRAGER UNIVERSITY FOUNDATION 10045 RED RUN BLVD 250 OWING MILLS MD 21117 NONE PUBLIC PRAGER U KIDS SPONSORSHIP 30000 STATE POLICY NETWORK 1655 N FT MYER DRIVE SUITE 360 ARLINGTON VA 22209 NONE PUBLIC GENERAL FUND 10000 STUDENTS FOR LIBERTY 1750 TYSONS BOULEVARD STE 1500 MCLEAN VA 22102 NONE PUBLIC GENERAL FUND 10000 THE ELEPHANT SANCTUARY PO BOX 393 HOHENWALD TN 38462 NONE PUBLIC GENERAL FUND 2000 THE FUND FOR AMERICAN STUDIES 1706 NEW HAMPSHIRE AVE NW WASHINGTON DC 20009 NONE PUBLIC GENERAL FUND 20000 THE HERITAGE FOUNDATION 214 MASSACHUSETTS AVENUE NE WASHINGTON DC 20002 NONE PUBLIC GENERAL FUND 50000 THE LITTLE LIGHT HOUSE 5120 EAST 36TH STREET TULSA OK 74135 NONE PUBLIC GENERAL FUND 6000 THE NEW CRITERION PO BOX 3000 DENVILLE NJ 07834 NONE PUBLIC GENERAL FUND 5000 THE RAZORBACK FOUNDATION 1295 S RAZORBACK ROAD FAYETTEVILLE AR 72701 NONE PUBLIC GENERAL FUND 2000 TURNING POINT USA 4940 EAST BEVERLY ROAD PHOENIX AZ 85044 NONE PUBLIC GENERAL FUND 20000 UNIVERSITY OF THE CUMBERLANDS 6191 COLLEGE STATION DRIVE WILLIAMSBURG KY 40769 NONE PUBLIC GENERAL FUND 10000 VALERIES HOUSE PO BOX 1955 FT MEYERS FL 33902 NONE PUBLIC GENERAL FUND 25000 VICTIMS OF COMMUNISM MEMORIAL FOUNDATION 900 15TH STREET NW WASHINGTON DC 20005 NONE PUBLIC GENERAL FUND 5000 VOICES OF OKLAHOMA 4389 S VICTOR AVE TULSA OK 74105 NONE PUBLIC GENERAL FUND 25000 YOUNG AMERICA'S FOUNDATION 110 ELDEN STREET HERNDON VA 20171 NONE PUBLIC GENERAL FUND 15000 2971075 0 14 1410698 18 662882 ORIDINARY INCOME ON SALE OF ENERGY TRANSFER 900001 104802 104802 2073580 0 2178382 4 INVESTMENT INCOME USED TO FUND CHARITABLE GIFTS 8 INVESTMENT INCOME USED TO FUND CHARITABLE GIFTS 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 24945 14967 9978 OFFICE CHAIRS 2000-12-04 846 846 SL 7.000000000000 0 0 DRAPERIES & RUG 2000-12-22 3797 3797 SL 7.000000000000 0 0 OFFICE FURNITURE 2001-04-11 878 878 SL 7.000000000000 0 0 COMPUTER 2007-06-28 1137 1137 SL 7.000000000000 0 0 COMPUTER 2013-02-10 1158 1158 SL 7.000000000000 0 0 DESK 2013-10-31 3838 3838 SL 7.000000000000 0 0 2019 AUDI 2019-12-16 89988 38565 SL 7.000000000000 12855 12855 PEPSICO, INC. 10115874 30224557 YUM BRANDS, INC. 32646 261320 WILLIAMS COMPANIES 847031 940410 MARATHON PETROLEUM 182408 445080 SEABOARD CP 678261 10710300 MERCER INTERNATIONAL INC 22316 474000 CONTERRA ENERGY INC 969794 5104000 DEVON ENERGY INC 1426166 2309847 DIAMONDBACK ENERGY INC 582781 775400 NWM LIFE INSURANCE POLICY FMV 693085 693085 OFFICE CHAIRS 846 846 0 0 DRAPERIES & RUG 3797 3797 0 0 OFFICE FURNITURE 878 878 0 0 COMPUTER 1137 1137 0 0 COMPUTER 1158 1158 0 0 DESK 3838 3838 0 0 2019 AUDI 89988 51420 38568 38568 OFFICE SUPPLIES 34405 20643 13762 DIRECTOR'S FEES 24000 14400 9600 BANK CHARGES 8 5 3 INSURANCE 205 123 82 TELEPHONE 2071 1243 828 ENERGY TRANSFER EXPENSES 81 49 32 ORIDINARY INCOME ON SALE OF ENERGY TRANSFER 104802 104802 INCREASE IN CASH VALUE OF LIFE INSURANCE CONTRACT 15503 RETURN OF CAPITAL ON INVESTMENTS 2665 PAYROLL LIABILITIES 93 109 PAYROLL TAXES 36061 21637 14424 EXCISE TAX 54880 0 0