2024-11-14T14:12:30+00:00 2023-12-31 440160260 Forvis Mazars LLP 110 N Elgin Ave Suite 400 Tulsa OK 741201490 990PF 2023-01-01 736102163 Mervin Bovaird Foundation MERV 9185923300 401 S Boston STE 2120 Tulsa OK 741034070 Christopher Woosley President 9185923300 2024-11-14 true true Teri Ashworth P00743080 9185842900 2024-11-15 2023 2024-10-15 13:58:12Z X 45188375 X X 231584 231584 464964 464964 161921 921338 161921 0 0 0 1079662 1079662 0 1938131 1938131 0 58666 33440 25227 142500 81225 61275 46057 26252 19804 0 0 0 0 0 0 0 0 45105 45105 0 0 62142 62142 51045 45553 0 0 0 0 0 196870 161364 0 27409 602385 455081 0 133715 1863000 1863000 2465385 455081 0 1996715 -527254 1483050 0 3596716 2630606 2630606 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 34707416 37577675 42550769 0 0 0 0 7000 7000 7000 38311132 40215281 45188375 0 0 0 0 0 0 38311132 40215281 38311132 40215281 38311132 40215281 38311132 -527254 2431403 40215281 0 40215281 ST Gain from Partnerships P 2023-01-01 2023-12-31 24852 24852 0 24852 LT Gain from Partnerships P 2022-01-01 2023-12-31 212660 212660 0 212660 OTHER SECURITIES P 2022-01-01 2023-12-31 921338 996929 -75591 0 -75591 161921 0 20614 20614 20614 0 6500 6500 14114 0 false false false false false false false true true OK true false false false false true NOT APPLICABLE Chris Woosley 9185923300 401 S Boston STE 2120 Tulsa OK 741034070 false false false true true false false false false false false false false false false false false false false false false false Christopher K Woosley 401 S BOSTON STE 2120 TULSA OK 741034070 Trustee 10.000 35000 5250 0 R Casey Cooper 401 S BOSTON STE 2120 TULSA OK 741034070 President 20.000 58666 8800 0 P David Newcome Jr 401 S BOSTON STE 2120 TULSA OK 741034070 VP Finance 7.500 35000 5250 0 Lance Stockwell 401 S BOSTON STE 2120 TULSA OK 741034070 VP Finance 7.500 35000 5250 0 Janice L McCroskey 401 S BOSTON STE 2120 TULSA OK 741034070 Secretary 10.000 37500 5625 0 0 40557796 1642926 7000 42207722 0 42207722 633116 41574606 2078730 2078730 20614 6390 27004 2051726 2051726 2051726 1996715 0 0 1996715 2051726 133519 393314 186968 35634 749435 1996715 0 0 0 1996715 0 55011 55011 694424 0 0 0 0 0 78508 615916 393314 186968 35634 0 0 X The Salvation Army 924 S Hudson Ave Tulsa OK 74112 PC General Support 10000 University of Oklahoma - Tulsa 4502 E 41st Street Tulsa OK 74135 PC General Support 75000 Tulsa Zoo Management Inc 6421 E 36th St N Tulsa OK 74115 PC General Support 50000 OU Foundation Inc 100 W Timberdell Rd STE 1 Norman OK 73019 PC General Support 75000 Brady Craft Inc (DBA 108 Contemporary) 108 East Reconciliation Way Tulsa OK 74103 PC General Support 10000 First Step Male Diversion Program 1516 S Boston Ave STE 115 Tulsa OK 74119 PC General Support 15000 Alzheimer's Association Oklahoma Chapter 225 N Michigan Ave Floor 1 Chicago IL 60601 PC General Support 25000 Boy Scouts of America Indian Nations 4295 S Garnett Road Tulsa OK 74146 PC General Support 5000 Crossover Community Impact Incorporated 1010 E 36th St N Tulsa OK 74106 PC General Support 10000 Eastern Okla Donated Dental Services 9810 E 42nd St STE 210 Tulsa OK 74146 PC General Support 10000 Iron Gate Inc 501 W Archer Street Tulsa OK 74103 PC General Support 20000 John 3 16 Mission Inc 205 E Pine St STE 103 Tulsa OK 74127 PC General Support 15000 Meals on Wheels of Metro Tulsa Inc 5151 E 51st St Tulsa OK 74135 PC General Support 20000 Neighbor for Neighbor Inc 505 East 36th St North Tulsa OK 74106 PC General Support 15000 Tulsa Ballet 1212 E 45th Place Tulsa OK 74105 PC General Support 30000 Tulsa Botanic Garden PO Box 707 Tulsa OK 74101 PC General Support 15000 Tulsa Boys' Home PO Box 1101 Tulsa OK 74101 PC General Support 10000 Tulsa Community College Foundation 6111 E Skelly Dr 401 Tulsa OK 74135 PC General Support 5000 Tulsa Town Hall PO Box 52266 Tulsa OK 74152 PC General Support 5000 A New Leaf PO Box 35903 Tulsa OK 35903 PC General Support 15000 Center for Consumer Recovery 4500 S 129th E Ave STE 123 Tulsa OK 74134 PC General Support 10000 Chamber Music Tulsa Inc PO Box 14560 Tulsa OK 74159 PC General Support 30000 Engineers Without Borders (DBA University of Tulsa EWB-USA Stdnt Chptr) 1031 33rd Street STE 210 Tulsa OK 80205 PC General Support 5000 Oklahoma Arts Institute 111 NW 9th Street Tulsa OK 74103 PC General Support 10000 Resonance 1608 S Elmwood Ave Tulsa OK 74119 PC General Support 10000 Saint Simeon's Foundation 3701 N Martin Luther King Jr Blvd Tulsa OK 74106 PC General Support 5000 Stand in the Gap Ministries 3939 S Harvard Ave STE 120 Tulsa OK 74135 PC General Support 25000 TSHA Inc 8740 E 11th St STE A Tulsa OK 74112 PC General Support 5000 Tulsa Day Center for the Homeless Inc 415 W Archer St Tulsa OK 74103 PC General Support 20000 Tulsa Symphony 117 N Boston Ave STE 201 Tulsa OK 74103 PC General Support 20000 Urban Core Art Project 601 S Boston Ave Tulsa OK 74119 PC General Support 10000 First Tee of Tulsa Inc PO Box 702298 Tulsa OK 74170 PC General Support 25000 Tulsa Tough Inc 824B E Admiral Blvd Tulsa OK 74120 PC General Support 20000 Camp Fire Grenn County Inc 706 S Boston Avenue Tulsa OK 74119 PC General Support 5000 Circle Cinema Foundation Inc 10 S Lewis Ave Tulsa OK 74104 PC General Support 20000 Cystic Fibrosis Foundation Sooner Chapter 2642 E 21st St STE 100 Tulsa OK 74114 PC General Support 5000 Domestic Violence Intervention Services Inc 3124 E Apache St Tulsa OK 74110 PC General Support 45000 Eden Village of Tulsa 8263 S Harvard STE 708 Tulsa OK 74137 PC General Support 25000 Fab Lab Tulsa Inc 710 S Lewis Ave Tulsa OK 74104 PC General Support 20000 Community Food Bank of Eastern Oklahoma 1304 North Kenosha Avenue Tulsa OK 74106 PC General Support 30000 Girl Scouts of Eastern Oklahoma 301 W Seneca Ave McAlester OK 74501 PC General Support 7500 Global Gardens PO Box 52034 Tulsa OK 74152 PC General Support 5000 Happy Hands Education Center Inc 6539 E 31st St Tulsa OK 74145 PC General Support 5000 Boston Avenue Helping Hands Inc 709 S Boston Ave Tulsa OK 74119 PC General Support 20000 Hospice of Green Country 1120 S Boston Avenue STE 200 Tulsa OK 74119 PC General Support 10000 Philos Hospitality Inc 1137 S Victor Ave Tulsa OK 74104 PC General Support 20000 Legal Aid Services of Oklahoma 2915 N Classen Blvd STE 500 Oklahoma City OK 73106 PC General Support 15000 Mental Health Association in Tulsa Inc 5330 E 31st ST STE 1000 Tulsa OK 74135 PC General Support 20000 Modus Inc 1870 S Boulder Tulsa OK 74119 PC General Support 10000 Pets Helping People Inc (DBA Muddy Paws) 2234 East 56th Place Tulsa OK 74105 PC General Support 10500 Neighbors Along the Line 5000 Charles Page Blvd Tulsa OK 74127 PC General Support 10000 New Hope Oklahoma PO Box 3243 Tulsa OK 74101 PC General Support 5000 Parent Child Center of Tulsa Inc 1421 S Boston Tulsa OK 74119 PC General Support 5000 Revitalize T-Town 14 E 7th ST Tulsa OK 74119 PC General Support 5000 Route 66 Alliance 5537 E 89th CT Tulsa OK 74137 PC General Support 10000 Special Olympics Oklahoma 6835 S Canton Ave Tulsa OK 74136 PC General Support 5000 Teach for America 25 Broadway 12th Floor New York NY 10004 PC General Support 10000 Tulsa Historical Society 2445 S Peoria Ave Tulsa OK 74114 PC General Support 10000 Tulsa Lawyers for Children Inc PO Box 2254 Tulsa OK 74101 PC General Support 10000 Tulsa Community Foundation 7030 S Yale STE 600 Tulsa OK 74136 PC General Support 440000 Clarehouse Inc 7617 S Mingo Rd Tulsa OK 74133 PC General Support 70000 Little Light House 5120 East 36th St Tulsa OK 74135 PC General Support 60000 Town & Country School 8906 E 34th St Tulsa OK 74145 PC General Support 80000 University of Tulsa 800 S Tucker Dr Tulsa OK 74104 PC General Support 240000 1863000 0 0 14 231584 0 0 14 464964 0 0 18 161921 0 Other Income 41 942608 Pass-Through Income 901101 880 41 116160 Other Portfolio Income 41 40313 Loss on Other Fixed Income 41 -20299 880 1937251 0 1938131 false false false false false false false false false false Pass-through Interests FMV 37577675 42550769 Mineral Interest 7000 7000 7000 Office Expense 51638 29434 22204 Parking Expense 2400 1368 1032 Miscellaneous Expense 241 137 104 Other Portfolio Deductions 13 13 743(b) Deduction 1895 Portfolio Income Deductions 125019 125019 Other Deductions 9462 5393 4069 Nondeductible Expenses 6202 Other Income 942608 942608 Pass-Through Ordinary Income 117040 117040 Other Portfolio Income 40313 40313 Loss on Other Fixed Income -20299 -20299 Prior Period Adjustments 1214282 Unrealized Gains 1217121 Professional Fees 45105 45105 State Income Taxes 183 183 Federal Income Taxes 5492 Foreign Taxes Paid 45370 45370