2024-07-25T11:25:43-05:00 2023-12-31 204553256 MARINER WEALTH ADVISORS 4200 E SKELLY DRIVE SUITE 950 TULSA OK 74135 990PF 2023-01-01 736301100 THE CHARLES & PEGGY STEPHENSON FAMILY FOUNDATION CHAR 9183923200 5727 S LEWIS 310 TULSA OK 74105 JULIE ROTMAN FOUNDATION MANAGER 9183923200 2024-07-25 1 JULIE ROTMAN 999009999 0 ANDREW LOVING P01074529 9183881655 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 92529709 X X 962272 838822 6153 6153 1390073 1842536 1211741 39 39 0 2358537 2050602 0 176000 46026 0 107395 41250 10787 0 25171 28688 7502 0 17506 6900 1804 0 4210 900 235 0 549 167528 0 0 0 16746 4379 0 10218 93725 22901 0 53436 531737 93634 0 218485 2610168 2610168 3141905 93634 0 2828653 -783368 1956968 0 77651 166573 166573 67297 61065 67297 67297 22280707 21828965 92295839 22419423 22062835 92529709 2589583 3015642 2589583 3015642 X 0 0 -2428340 -2428340 22258180 21475533 19829840 19047193 22419423 22062835 19829840 -783368 721 19047193 0 19047193 WEATHERFORD INTL P 2010-05-27 2023-12-29 8173 -8173 -8173 OXY P 2020-11-23 2023-12-26 1842536 622622 1219914 1219914 1211741 0 27202 0 27202 0 27202 27771 0 13100 0 40871 0 13669 13669 0 0 0 0 0 0 0 0 0 1 1 0 0 1 OK 1 0 0 0 0 1 HTTP://WWW.STEPHENSONFAMILYFOUNDATION.ORG/ CHARLES C STEPHENSON JR 9183293200 5727 S LEWIS SUITE 310 TULSA OK 74105 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CHARLES C STEPHENSON JR 2225 EAST 30TH STREET TULSA OK 74114 TRUSTEE 0.00 0 0 0 PEGGY C STEPHENSON 2225 EAST 30TH STREET TULSA OK 74114 TRUSTEE 0.00 0 0 0 JULIE S ROTMAN 1407 S CARSON AVE TULSA OK 74119 MANAGER 40.00 93500 0 0 CYNTHIA A FIELD 6164 S MARION TULSA OK 74136 MANAGER 40.00 82500 0 0 0 NONE 0 0 96323558 378143 65791 96767492 0 2829398 93938094 1409071 92529023 4626451 4626451 27202 27202 4599249 0 4599249 0 4599249 2828653 0 2828653 4599249 0 0 813701 1176784 173447 2163932 2828653 0 0 0 2828653 0 1770596 1770596 393336 0 0 0 0 0 0 0 393336 219889 173447 CHARLES C STEPHENSON JR PEGGY C STEPHENSON X 501 TECH NET 7030 S YALE AVE 600 TULSA OK 74136 NONE PC GENERAL OPERATIONS 10000 A NEW LEAF 2306 SOUTH 1ST PLACE BROKEN ARROW OK 74012 NONE PC WORKFORCE DEVELOPMENT PLAN 10000 AMERICAN CANCER SOCIETY 7645 E 63RD ST STE 105 TULSA OK 74133 NONE PC GENERAL OPERATIONS 20000 AMERICAN HEART ASSOCIATION 2431 EAST 61ST STREET STE 420 TULSA OK 74136 NONE PC GENERAL OPERATIONS 4000 ASSISTANCE LEAGUE OF TULSA 5350 E 31ST STREET TULSA OK 74135 NONE PC VISITOR MANAGEMENT SYSTEM 5000 BOSTON UNIVERSITY 595 COMMONWEALTH AVE STE 700 WEST ENTRANCE BOSTON MA 02215 NONE PC BOYS SOCCER PROGRAM 10000 BUILDING ALL CHILDREN PO BOX 701351 TULSA OK 74170 NONE PC GENERAL OPERATIONS 20000 CAMP LOUGHRIDGE 4900 W 71ST ST TULSA OK 74131 NONE PC GENERAL OPERATIONS 10000 EAGLES MOUNT 6901 GOLDENSTEIN LANE BOZEMAN MT 59715 NONE PC GENERAL OPERATIONS 10000 FAMILY & CHILDREN'S SERVICES 650 S PEORIA AVENUE TULSA OK 74120 NONE PC GENERAL OPERATIONS 210000 FIRST PRESBYTERIAN CHURCH 709 S BOSTON AVE TULSA OK 741191629 NONE PC GENERAL OPERATIONS 1000 GILCREASE MUSEUM 1400 N GILCREASE MUSEUM ROAD TULSA OK 741272100 NONE PC GENERAL OPERATIONS 2025000 GLOBAL GARDENS PO BOX 52034 TULSA OK 74152 NONE PC GENERAL OPERATIONS 10000 GRAND TETON NATIONAL PARK FOUNDATION 115 E PEARL STE 201 JACKSON WY 83001 NONE PF GENERAL OPERATIONS 5000 HELPING HANDS MINISTRY 700 S BOSTON AVE TULSA OK 74119 NONE PC GENERAL OPERATIONS 10000 HOPE FOR FERTILITY FOUNDATION PO BOX 663 PLEASANT GROVE UT 84062 NONE PF GENERAL OPERATIONS 10000 INDIAN NATIONS COUNCIL BSA 4295 S GARNETT RD TULSA OK 741464261 NONE PC GENERAL OPERATIONS 31000 LITTLE LIGHT HOUSE 5120 E 36TH ST TULSA OK 74135 NONE PC GENERAL PURPOSE 2000 MENTAL HEALTH ASSOCIATION OF TULSA 5330 EAST 31ST STREET STE 1000 TULSA OK 74135 NONE PC GENERAL OPERATIONS 14000 MUDDY PAWS PETS HELPING PEOPLE 2234 E 56TH PLACE TULSA OK 74105 NONE PC GENERAL OPERATIONS 10500 NATIONAL OUTDOOR LEADERSHIP SCHOOL 284 LINCOLN STREET LANDER WY 82520 NONE PC GENERAL OPERATIONS 10000 OKLAHOMA HALL OF FAME 1400 CLASSEN DRIVE OKLAHOMA CITY OK 73106 NONE PC GENERAL OPERATIONS 10000 OKLAHOMA PROJECT WOMAN PO BOX 14026 TULSA OK 74159 NONE PC GENERAL OPERATIONS 25000 OMRF 825 NE 13TH ST OKLAHOMA CITY OK 73104 NONE PC GENERAL OPERATIONS 10000 ORU GOLDEN EAGLE CLUB 7777 S LEWIS AVE TULSA OK 74171 NONE PC GENERAL OPERATIONS 500 OU FOUNDATION 100 W TIMBERDELL RD NORMAN OK 73019 NONE PC GENERAL OPERATIONS 2500 PATHWAYS ADULT LEARNING CENTER 4102 E 61ST ST TULSA OK 74136 NONE PC GENERAL OPERATIONS 10000 PHILBROOK MUSEUM OF ART 2727 S ROCKFORD ROAD TULSA OK 741144104 NONE PC GENERAL OPERATIONS 2168 PLANNED PARENTHOOD GREAT PLAINS 4401 WEST 109TH STREET STE 200 OVERLAND PARK KS 66211 NONE PC GENERAL OPERATIONS 10000 READING PARTNERS 638 3RD STREET OAKLAND CA 94607 NONE PC PROGRAMMING 10000 SALVATION ARMY 924 S HUDSON PO BOX 397 TULSA OK 74101 NONE PC GENERAL OPERATIONS 20000 SANGHA MEN'S RECOVERY COMMUNITY OF TULSA 427 SOUTH BOSTON AVE STE 923 TULSA OK 74103 NONE PROGRAM GROWTH AND OPERATIONS 5000 STAND IN THE GAP MINISTRIES 3939 S HARVARD AVE 120 TULSA OK 74135 NONE PC PROGRAMS FOR ORPHANS, AND WIDOWS 10000 SUSAN G KOMAN 13770 NOEL ROAD STE 801889 DALLAS TX 75380 NONE PC RACE FOR THE CURE PILLAR SPONSORSHIP 10000 THE FRONTIER 401 SOUTH BOSTON AVENUE STE 240 TULSA OK 74103 NONE PC GENERAL OPERATIONS 5000 THE SPRING PO BOX 1588 SAN SPRINGS OK 74063 NONE PC GENERAL OPERATIONS 5000 TULSA AREA UNITED WAY 1430 S BOULDER AVE TULSA OK 74119 NONE PC GENERAL OPERATIONS 10000 TULSA DAY CENTER FOR THE HOMELESS 415 WEST ARCHER STREET TULSA OK 74103 NONE PC GENERAL OPERATIONS 10000 TULSA HISTORICAL SOCIETY 2445 S PEORIA AVE TULSA OK 741144104 NONE PC GENERAL OPERATIONS 5000 UP WITH TREES 1102 S BOSTON AVE TULSA OK 74119 NONE PC GENERAL OPERATIONS 500 WORLD OUTREACH MINISTRIES PO BOX 7022 BONNEY LAKE WA 98391 NONE PC GENERAL OPERATIONS 2000 YOUNG PEOPLE OF THE NEXT GENERATION 5103 EAST 84TH PLACE TULSA OK 74137 NONE PC PROGRAMMING AND EXPANSION 10000 2610168 0 900001 123450 14 838822 532000 6153 16 900001 178332 18 1211741 SUBSTITUTE PMT IN LIEU 0 14 39 0 307935 2050602 0 2358537 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 6900 1804 0 4210 OCCIDENTAL PETE CORP COM 20770222 83969218 OCCIDENTAL PETE CORP WTS EXP 1058743 8326621 BANK FEES 27 7 0 16 MISC EXPENSE 5155 1348 0 3146 OFFICE RENT 82390 21546 0 50274 OFFICE RENT - UBTI 6153 0 0 0 SUBSTITUTE PMT IN LIEU 39 39 0 PRIOR PERIOD ADJUSTMENT 721 PAYROLL MANAGEMENT FEE 900 235 0 549 PAYROLL TAXES 16746 4379 0 10218