2024-11-15T15:51:42-06:00 2023-12-31 010572388 MILAM & ASSOCIATES PLLC 7030 S YALE AVE STE 300 TULSA OK 741365722 990PF 2023-01-01 731419663 THE GELVIN FOUNDATION GELV 9184523703 PO BOX 837 EUFAULA OK 74432 THERESE STARR PRESIDENT 9184523703 2024-11-13 1 0 STEVEN E MILAM P00068625 9184932002 2023 2024-10-15 13:58:12Z X 11227005 X X 64256 64256 147859 147859 133677 2273844 133677 345792 345792 84000 42000 0 825 825 0 10250 10250 0 12616 12616 0 6414 6414 0 114105 72105 0 467000 467000 581105 72105 467000 -235313 273687 169267 253447 253447 5150298 4456810 8636810 1938128 2349152 2336748 1495 1495 7257693 7059409 11227005 27258 27258 0 X 7230435 7059409 7230435 7059409 7257693 7059409 7230435 -235313 64287 7059409 0 7059409 ST WELLS FARGO 2022-11-28 2023-10-20 377762 381623 -3861 -3861 LT WELLS FARGO 2007-04-17 2023-10-20 1633911 1758544 -124633 -124633 CAPITAL GAINS DIVIDENDS P 262171 262171 262171 133677 3804 0 3804 0 3804 4771 0 0 0 4771 40 927 927 0 0 0 0 0 0 0 0 0 0 0 1 1 OK 1 0 0 0 0 1 WWW.GELVINFOUNDATION.ORG THERESE STARR 9184523703 PO BOX 837 EUFAULA OK 74432 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 THERESE STARR PO BOX 837 EUFAULA OK 74432 PRESIDENT 0.00 42000 0 0 TERRY DOVERSPIKE 900 ONEOK PLAZA TULSA OK 74103 CHIEF EXECUTIVE OFFICE 0.00 42000 0 0 NONE 0 NONE 0 0 10230959 58767 0 10289726 0 0 10289726 154346 10135380 506769 506769 3804 3804 502965 0 502965 0 502965 467000 0 467000 502965 0 0 0 467000 0 0 0 467000 0 0 0 0 0 0 0 0 35965 0 0 0 X 1ST STEP MALE DIVERSION PROGRAM 1516 S BOSTON AVE STE 115 TULSA OK 74119 PROGRAM EXPENSES 6500 BOSTON AVENUE HELPING HANDS INC 709 S BOSTON AVE TULSA OK 74119 BASIC NEEDS ASSISTANCE PROGRAM EXPENSES 5000 BROKEN ARROW COMMUNITY PLAYHOUSE INC 1800 S MAIN ST BROKEN ARROW OK 74013 INSTALL 2 LARGE SCREEN TV'S 3000 CAMP FIRE GREEN COUNTRY 706 S BOSTON AVE TULSA OK 74119 COMMUNITY BUILDING CLUB EXPENSES 10000 CAR CARE CLINIC INC 2008 E PINE ST TULSA OK 74110 PARTS/SUPPLIES FOR AUTOMOTIVE REPAIRS 5000 CASA OF NORTHEAST OKLAHOMA 658 S LYNN RIGGS BLVD CLAREMORE OK 74017 VOLUNTEER TRAINING/RETENTION EXPENSES (2X$2500) 2500 CENTENARIANS OF OKLAHOMA INC 3510 E 32ND ST STE 11 TULSA OK 74135 ANNUAL OPERATING EXPENSES, INC. $400 FS PREP 2500 CHAMBER MUSIC TULSA INC PO BOX 14560 TULSA OK 74159 CONCERT EXPENSES 3500 CHILD ABUSE NETWORK 2829 S SHERIDAN AVE TULSA OK 74129 INTERVIEW EQUIPMENT 10000 COMMUNITY ACTION PROJECT OF TULSA COUNTY INC 5330 E 31ST ST STE 300 TULSA OK 74135 ACTIVITY BAG SUPPLIES 3500 COMMUNITY FOOD BANK OF EASTERN OKLAHOMA 1304 N KENOSHA TULSA OK 74106 FOOD FOR KIDS PROGRAM EXPENSES 30000 EMERGENCY INFANT SERVICES INC 1110 S DENVER AVE TULSA OK 74119 DIRECT CLIENT SERV.- FOOD/FORMULA/DIAPERS/CLOTHING 10000 FAMILY HOPE HOUSE 5840 S MEMORIAL DR STE 111 TULSA OK 74145 PROGRAM SUPPLIES 3500 FOUNDATION FOR TULSA SCHOOLS 3027 S NEW HAVEN STE 116 TULSA OK 74114 PROGRAM EXPENSES 3000 GATESWAY FOUNDATION INC 2448 E 81ST ST STE 5200 TULSA OK 74137 COMPUTER EQUIPMENT AND SOFTWARE 2500 GILCREASE MUSEUM MANAGEMENT TRUST 800 S TUCKER DR TULSA OK 74104 OUTREACH EXHIBIT EXPENSES 2500 GLOBAL GARDENS INCORPORATED PO BOX 52034 TULSA OK 74152 PROGRAM EXPENSES 5000 GOOD SAMARITAN HEALTH SERVICES PO BOX 1191 TULSA OK 74101 MOBILE MEDICAL PROGRAM EXPENSES 5000 HEALTH OUTREACH PREVENTION EDUCATION INC 3540 E 31ST ST STE 3 TULSA OK 74135 UPDATED COMPUTERS AND RELATED EQUIPMENT 15000 HEARTS FOR HEARING FOUNDATION 5350 E 31ST ST STE 301 TULSA OK 74135 EQUIPMENT 3500 HONOR BUNKER INC 6365 E 41ST TULSA OK 74135 EQUIPMENT AND RESTROOM UPDATES 5000 HOPE HOUSE OF MCALESTER PO BOX 3041 MCALESTER OK 74501 COMMERCIAL REFRIGERATOR 5000 HOSPICE OF GREEN COUNTRY 1120 S BOSTON AVE STE 200 TULSA OK 74119 PHONES, TV'S, FURNITURE FOR NEW OFFICE FACILITY 11000 HOSPITALITY HOUSE OF TULSA INC PO BOX 14472 TULSA OK 74159 LODGINGLY PROGRAM TECH EXPENSES 5000 IRON GATE AT TRINITY INC 501 W ARCHER TULSA OK 74103 GROCERY PANTRY FOOD/SUPPLIES 6500 JAMES INC 5200 S YALE AVE STE 103 TULSA OK 74135 FOO PROGRAM EXPENSES 2500 JOY IN THE CAUSE COMPANY PO BOX 471431 TULSA OK 74147 BACKPACK SUPPLIES 5000 JUST THE BEGINNING INC PO BOX 14486 TULSA OK 74159 COMPUTER & RELATED EQUIPMENT 2500 KENDALL WHITTIER INC PO BOX 4165 TULSA OK 74159 NEW SIGNAGE, TIPTON COMMUNITY GARDEN 2500 LIFE SENIOR SERVICES INC 5950 E 31ST ST TULSA OK 74135 MEDICARE ASSISTANCE PROGRAM 5000 MCINTOSH COUNTY YOUTH & FAMILY RESOURCE CENTER INC 109 MCKINLEY ST EUFALA OK 74432 2 LAPTOPS, SECURITY UPGRADES, COPIER & VARIOUS EXP. 10500 MENTAL HEALTH ASSOCIATION IN TULSA INC 5330 E 31ST ST STE 1000 TULSA OK 74135 WALKER HALL SUPPLIES 7500 MODUS INC 1870 S BOULDER TULSA OK 74119 MODUS DRIVE/MODUS DELIVERS PROGRAM EXPENSES 5000 NEW HOPE PO BOX 3243 TULSA OK 74101 SUMMER CAMPS 12000 NEWVIEW OKLAHOMA INC 5350 E 31ST ST STE 302 TULSA OK 74135 EQUIPMENT 5000 OKLAHOMA CARING FOUNDATION INC 1400 S BOSTON AVE TULSA OK 74119 TULSA CARING VAN PROGRAM EXPENSES 7500 OKLAHOMA CENTENNIAL BOTANICAL GARDEN INC DBA TULSA BOTANIC GARDEN 3900 TULSA BOTANIC GARDEN DR TULSA OK 74127 AED EQUIPMENT 5500 OKLAHOMA CENTER FOR NONPROFITS INC 5330 E 31ST ST STE 200 TULSA OK 74135 COMPUTER EQUIPMENT AND SOFTWARE 4000 OPERATION AWARE OF OKLAHOMA INC 10021 S YALE AVE STE 105 TULSA OK 74137 PRINTING COSTS 1500 OPERATION HOPE PRISON MINISTRY INC 739 N DENVER AVE STE A TULSA OK 74106 EMPLOYMENT OPPORTUNITIES PROGRAMS, COMP EQP. 2500 PALMER ADDICTION RECOVERY SERVICES 222 W 8TH ST TULSA OK 74119 SPONSOR ROOM SUPPLIES/REDECOR FOR 1 YR. 2500 PAUSE 4 PAWS INC 2032 UTICA SQUARE PMB 52768 TULSA OK 74112 FOSTER PET VET/SPAY EXPENSES 2500 PHILBROOK MUSEUM OF ART INC 2727 S ROCKFORD TULSA OK 74114 EXHIBIT EXPENSES 2500 PHOENIX RISING ALTERNATIVE 9222 S ELWOOD AVE STE B JENKS OK 74037 PROGRAM EXPENSES 2500 PROJECT ORPHANS INC DBA TULSA GIRLS' HOME 7315 S LEWIS AVE TULSA OK 74136 GENERAL SUPPORT 3500 RESONANCE CENTER FOR WOMEN INC 1608 S ELWOOD TULSA OK 74119 RESTAURANT EQUIPMENT 5000 REVITALIZE T-TOWN 14 E 7TH ST TULSA OK 74119 COLOR PRINTER, 2 IPADS 3000 RIVER PARKS FOUNDATION INC 2121 S COLUMBIA AVE STE 205 TULSA OK 74114 FREEDOMFEST 2023 4TH OF JULY 7500 ROGERS COUNTY YOUTH SERVICES INC 1820 N SIOUX AVE CLAREMORE OK 74017 EQUIPMENT 10000 SALVATION ARMY 924 S HUDSON TULSA OK 74101 PROGRAM EXPENSES 10000 ST SIMEON'S FOUNDATION 3701 N CINCINNATI BLVD TULSA OK 74106 GAZEBO FURNISHINGS 5000 STAND IN THE GAP 3939 S HARVARD AVE STE 120 TULSA OK 74135 UPDATE/EXPAND WOMEN IN TRANSITION CURRICULUM 9000 SUTTON AVIAN RESEARCH CENTER INC PO BOX 2007 BARTLESVILLE OK 74005 NEW PHONE SYSTEM, PA SYSTEM, SECURITY CAMERAS 3500 THE CENTER FOR INDIVIDUALS WPHYSICAL CHALLENGES LTD 815 S UTICA AVE TULSA OK 74104 FACILITY MAINTENANCE EXPENSES 7500 THE PENCIL BOX INC 2435 SOUTHWEST BLVD TULSA OK 74107 PROGRAM SUPPLIES 2500 THE SPRING SHELTER INC PO BOX 1588 SAND SPRINGS OK 74063 PROGRAM SUPPLIES AND EQUIPMENT 5000 THE UNIVERSITY OF OKLAHOMA FOUNDATION INC 4502 E 41ST ST STE 3C08 TULSA OK 74135 CLINIC SUPPLIES 5000 THE UNIVERSITY OF TULSA 800 S TUCKER DR TULSA OK 74104 MAYFEST GALLERY SPONSORSHIP 6000 THEATRE TULSA INC PO BOX 995 TULSA OK 74101 BROADWAY PRODUCTIONS EXPENSES 5000 TOWN & COUNTRY SCHOOL 8906 E 34TH TULSA OK 74145 NEW SMARTBOARD PANEL 6000 TOWN HALL OF TULSA CORP PO BOX 52266 TULSA OK 74152 PRODUCTION EXPENSES 1500 TULSA ADVOCATES FT PROTOF CHILDREN 3326-B E 51ST ST TULSA OK 74135 CLIENT RESOURCE EXPENSES 6500 TULSA AIR AND SPACE MUSEUM INC 3624 N 74TH E AVE TULSA OK 74115 FLOORING & MD-80 EXHIBIT MAINTENANCE 10000 TULSA AREA UNITED WAY 1430 S BOULDER AVENUE TULSA OK 74101 2023 CAMPAIGN 10000 TULSA BALLET THEATER INC 1212 E 45TH PL S TULSA OK 74105 PROGRAM EXPENSES 5500 TULSA BIKE SHARE INC 1020 S ROCKFORD AVE STE G TULSA OK 74120 EQUIPMENT EXPENSES 1500 TULSA CHILDREN'S MUSEUM 3123 RIVERSIDE DRIVE TULSA OK 74105 STEM EQUIPMENT 5000 TULSA COMMUNITY FOUNDATIONN (FBO 501TECH) 7030 S YALE AVE STE 600 TULSA OK 74136 COMPUTER EQUIPMENT AND SOFTWARE 10000 TULSA DAY CENTER PO BOX 1019 TULSA OK 74101 TECHNOLOGY UPGRADES 5000 TULSA HABITAT FOR HUMANITY 6235 E 13TH ST TULSA OK 74112 COMPUTER MONITORS, MACPRO SOFTWARD 5000 TULSA HISTORICAL SOCIETY 2445 S PEORIA AVE TULSA OK 74114 EXHIBIT EXPENSES 10000 TULSA LAWYERS FOR CHILDREN INC PO BOX 2254 TULSA OK 74101 OFFICE FURNITURE 4000 TULSA OPERA INC 1610 S BOULDER TULSA OK 74119 PRODUCTION COSTS 6000 TULSA REGIONAL STEM ALLIANCE INC 5005 S DARLINGTON AVE TULSA OK 74135 STEM SHOP SUPPLIES, LIBRARY BOOKS 2500 TULSA SOCIETY FT PREV OF CRUELTY TO ANIMALS PO BOX 561898 TULSA OK 74158 VAN RENOVATION EXPENSES 6000 TULSA ZOO FRIENDS INC 6421 E 36TH S N TULSA OK 74115 EXHIBIT EXPENSES 10000 UNION SCHOOLS EDUCATION FOUNDATION 8506 E 61ST ST TULSA OK 741331926 RUNNING CLUB EXPENSES X 8 SCHOOLS 6000 UP WITH TREES INC 1102 S BOSTON AVE TULSA OK 74119 VEHICLE STROBE LIGHTS 6000 VIZAVANCE INC 2506-B E 21ST ST OKLAHOMA CITY OK 74114 COMPUTER EQUIPMENT 5000 VOLUNTEERS OF AMERICA INC 9605 E 61ST ST TULSA OK 74133 EXERCISE BIKE, FLOORING 5500 467000 0 14 64256 14 147859 18 133677 0 345792 0 345792 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 10250 10250 0 CAPITAL WORLD GROWTH & INCOME 497196 1079479 GROWTH FUND OF AMERICA INC 511947 1647093 INTERMEDIATE BOND FUND OF AMERICA 622324 631658 INVESTMENT COMPANY OF AMERICA 391449 1092087 JP MORGAN US SMALL COMPANY FUND 289553 549465 JPMORGAN MID CAP VALUE 256422 544884 JPMORGAN TR II CORE BD FD 402375 387853 NEW WORLD FUND CLASS A 405245 529564 SMALL CAP WORLD FUND 389332 559907 UNDIS MANAGERS BEHAVIORAL VALUE 261758 556544 WASHINGTON MUTUAL INVESTORS FUND 429209 1058276 BMW BANK NA AT COST 200000 192512 CAPITAL ONE CD AT COST 200000 195418 CAPITAL ONE USA CD AT COST 200000 195418 COMENITY BANK CD AT COST 200000 198951 CROSSFIRST BANK CD AT COST 228778 228778 DISCOVER CD AT COST 200000 197792 FIRST OKLAHOMA BANK CD AT COST 120367 120367 MORGAN STANLEY BK NA CD AT COST 200000 203714 OPTUM BANK AT COST 200000 203476 SYNCHRONY CD AT COST 200000 192512 UBS BANK USA AT COST 200000 203568 UNITED FIDELITY BK AT COST 200007 204242 PROF FEES 825 825 0 LICENSE 23 23 0 OFFICE EXPENSE 5319 5319 0 UTILITIES 459 459 0 TELEPHONE 613 613 0 CHANGE IN RETAINED EARNINGS 64287 FOREIGN TAXES 3084 3084 0 FEDERAL INCOME TAX PAYMENTS 4761 4761 0 FEDERAL INCOME TAX ESTIMATE PAYMENTS 4771 4771 0