2024-05-01T10:55:46-05:00 2023-12-31 731601878 COFFMAN & COMPANY CPA PLLC 2431 E 61ST ST STE 602 TULSA OK 741361243 990PF 2023-01-01 237052187 STUART FAMILY FOUNDATION STUA 9187445222 2431 E 61ST ST STE 600 TULSA OK 741361244 JOHN B TURNER TRUSTEE 9187445222 2024-04-29 1 JOHN TURNER XXX-XX-XXXX 1 BRYANT J COFFMAN P00547726 9187478100 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 27128665 X 851 X 98285 98285 558763 558763 -112436 3284294 0 545463 657048 384150 384150 0 56808 56808 0 34062 34062 0 131 131 0 480 480 0 12845 12845 0 11069 11069 0 499545 499545 0 1287000 1287000 1786545 499545 1287000 -1241082 157503 686802 234016 234016 1921899 974340 986667 19797160 19845529 25578395 228782 253542 289587 40000 40000 40000 22674643 21347427 27128665 0 0 X 0 0 0 0 22674643 21347427 22674643 21347427 22674643 21347427 22674643 -1241082 0 21433561 86134 21347427 NOVARTIS AG ADR 6000 SHS P 2022-06-22 2023-02-27 511435 0 479751 31684 31684 THE CIGNA GROUP 2000 SHS P 2022-06-22 2023-06-05 517478 0 550773 -33295 -33295 TYSON FOODS INC 3000 SHS P 2022-06-22 2023-02-27 180952 0 252490 -71538 -71538 AT&T INC 10000 SHS P 2022-03-28 2023-08-24 140757 0 183329 -42572 -42572 BECTON DICKINSON & CO 365 SHS P 2022-03-28 2023-08-24 100884 0 95447 5437 5437 INVESCO KBW BANK ETF 10000 SHS P 2021-09-10 2023-02-27 562792 0 651125 -88333 -88333 SOUTHWEST AIRLINES 3000 SHS P 2022-07-08 2023-08-24 93483 0 112001 -18518 -18518 WILLIAMS CO INC 10000 SHS P 2020-12-02 2023-06-05 301902 0 200678 101224 101224 FHR 2109 PE 6000 28DERG P 2004-12-22 2023-01-15 16 0 17 -1 -1 GNR 2002 13 PE 6500 32FBRG P 2005-01-11 2023-01-20 544 0 547 -3 -3 TRUST COMPANY OF OKLAHOMA SHORT TERM TRADES P 2023-02-03 2023-03-14 794228 0 800313 -6085 -6085 TRUST COMPANY OF OKLAHOMA LONG TERM TRADES P 2022-03-09 2023-11-20 76874 0 70259 6615 6615 CAPITAL GAINS DIVIDENDS P 2949 2949 2949 -112436 2189 0 2189 0 2189 40000 0 0 0 40000 X 0 37811 37811 0 0 0 0 0 0 0 0 0 0 0 1 1 OK 1 0 0 0 0 1 N/A JOHN B TURNER 9187445222 2431 E 61ST ST STE 600 TULSA OK 741361244 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JON R STUART 2431 E 61ST ST STE 600 TULSA OK 74136 TRUSTEE 4.00 128050 0 0 JOHN B TURNER 2431 E 61ST ST STE 600 TULSA OK 74136 TRUSTEE 4.00 128050 0 0 SUSAN L PETERSON 2431 E 61ST ST STE 600 TULSA OK 74136 TRUSTEE 3.00 128050 0 0 NONE 0 NONE 0 0 25002047 774991 40384 25817422 0 0 25817422 387261 25430161 1271508 1271508 2189 2189 1269319 0 1269319 0 1269319 1287000 0 1287000 1269319 1099080 0 0 1287000 1099080 0 0 187920 0 0 0 0 0 0 0 0 1081399 0 0 0 JON R STUART 2431 E 61ST ST STE 600 TULSA OK 741361244 9187445222 JTURNER@FIRSTSTUARTCORP.COM NO SPECIAL FORM NONE GENERALLY IN OKLAHOMA AREA TO ENTITIES DESCRIBED IN IRS SECS 501(C)(3) & 170(C)(2) 1ST STEP MALE DIVERSION PROGRAM 1516 S BOSTON AVE STE 115 TULSA OK 74119 NONE PC GENERAL FUND 10000 A NEW LEAF INC PO BOX 35903 TULSA OK 74153 NONE PC GENERAL FUND 15000 CYSTIC FIBROSIS FOUNDATION 4550 MONTGOMERY AVE STE 1100 N BETHESDA MD 20814 NONE PC GENERAL FUND 10000 HOLLAND HALL 5666 E 81ST ST TULSA OK 74137 NONE PC GENERAL FUND 100000 HOSPICE OF GREEN COUNTY INC 2121 S COLUMBIA AVE STE 200 TULSA OK 74114 NONE PC GENERAL FUND 2500 MEALS ON WHEELS OF METRO TULSA INC 12620 E 31ST ST TULSA OK 74146 NONE PC GENERAL FUND 7000 MODUS INC 1519 S HARVARD AVE TULSA OK 74112 NONE PC GENERAL FUND 15000 ROGERS STATE UNIVERSITY FOUNDATION INC 1701 W WILL ROGERS BLVD CLAREMORE OK 74017 NONE PC GENERAL FUND 30000 RONALD MCDONALD HOUSE CHARITIES OF TULSA INC 6102 S HUDSON AVE TULSA OK 74136 NONE PC GENERAL FUND 150000 STREET SCHOOL INC 1135 S YALE AVE TULSA OK 74112 NONE PC GENERAL FUND 10000 THE GILCREASE MUSEUM MGMT TRUST 1400 N GILCREASE RD TULSA OK 74127 NONE PC GENERAL FUND 200000 THE LITTLE LIGHTHOUSE INC 5120 E 35TH ST TULSA OK 74135 NONE PC GENERAL FUND 30000 THE PARENT CHILD CENTER OF TULSA 1421 S BOSTON AVE TULSA OK 74119 NONE PC GENERAL FUND 5000 THE SAN MIGUEL SCHOOL OF TULSA 2434 E ADMIRAL BLVD TULSA OK 74110 NONE PC GENERAL FUND 50000 TULSA AIR & SPACE MUSEUM INC 6130 S MAPLEWOOD STE B TULSA OK 74136 NONE PC GENERAL FUND 12000 TULSA COMMUNITY FOUNDATION 7030 S YALE AVE STE 600 TULSA OK 74136 NONE PC GATHERING PLACE 200000 TULSA GARDEN CENTER INC 2435 S PEORIA AVE TULSA OK 74114 NONE PC GENERAL FUND 25000 TULSA GIRLS ART SCHOOL 2202 E ADMIRAL BLVD TULSA OK 74110 NONE PC GENERAL FUND 7500 THE PENCIL BOX INC 2435 SW BLVD TULSA OK 74107 NONE PC GENERAL FUND 5000 UNITED STATES MARSHALS MUSEUM FOUNDATION INC 789 RIVERFRONT DR FORT SMITH AR 72901 NONE PC GENERAL FUND 10000 DISCOVERY LAB 3123 RIVERSIDE DR TULSA OK 74105 NONE PC GENERAL FUND 22000 GROUND ZERO EMERGENCY TRAINING CENTER FOUNDATION 3334 W MAIN ST STE 445 NORMAN OK 73072 NONE PC GENERAL FUND 50000 BOSTON AVENUE HELPING HANDS INC 709 S BOSTON AVE TULSA OK 74119 NONE PC GENERAL FUND 5000 TULSA ADVOCATES FOR THE PROTECTION OF CHILDREN INC 3326-B E 51ST ST TULSA OK 74135 NONE PC GENERAL FUND 5000 COMMUNITY FOOD BANK OF EASTERN OKLAHOMA INC 1304 N KENOSHA AVE TULSA OK 74106 NONE PC GENERAL FUND 10000 OKLAHOMA HUMANITIES COUNCIL INC 424 COLCORD DR STE E OKLAHOMA CITY OK 73102 NONE PC GENERAL FUND 10000 TULSA FIDUCIARY FUND 233 S DETROIT AVE STE 100 TULSA OK 74120 NONE PC GENERAL FUND 5000 NEIGHBORS ALONG THE LINE 5000 CHARLES PAGE BLVD TULSA OK 74127 NONE PC GENERAL FUND 10000 READING PARTNERS 907 S DETROIT AVE STE 505 TULSA OK 74120 NONE PC GENERAL FUND 21000 THE GRIFFIN PROMISE 2552 E KENOSHA ST BROKEN ARROW OK 74014 NONE PC GENERAL FUND 5000 THE UNIVERSITY OF OKLAHOMA FOUNDATION INC 100 TIMBERDELL RD NORMAN OK 73019 NONE PC LEAD ON CAMPAIGN 250000 1287000 0 14 98285 14 558763 14 18 -112436 0 544612 0 544612 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 56808 56808 0 BRIDGE DEBT III PLACEMENT LP 92644 165421 COMMON STOCKS 9559329 12194022 EXCHANGE TRADED FUNDS 6230364 8993310 MUTUAL FUNDS 1994881 1994881 TRUST COMPANY OF OKLA PORTFOLIO 1968311 2230761 974340 986667 0 0 MS DIRECT LENDING FUND AT COST 244329 280374 DIVIDEND RECEIVABLE AT COST 9213 9213 ESTIMATED U.S. TAXES PAID 40000 40000 40000 NONDEDUCTIBLE WITHDRAWALS 86134 BRIDGE DEBT STRATEGIES FUND III LP 11069 11069 0 TRUST COMPANY OF OKLAHOMA 34046 34046 0 MORGAN STANLEY 16 16 0 2022 FORM 990-PF TAX 0 0 0 FOREIGN TAXES PAID 480 480 0