2024-05-08T10:53:22-05:00 2023-12-31 010572388 MILAM & ASSOCIATES PLLC 7030 S YALE STE 300 TULSA OK 74136 990PF 2023-01-01 481305442 NORVELL FAMILY FOUNDATION C/O MONTY CURRY NORV 9186643417 PO BOX 680 TULSA OK 741010680 MONTY CURRY TRUSTEE 9186643417 2024-05-02 1 MONTY CURRY 999009999 0 STEVEN E MILAM P00068625 9184932002 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 2567390 X 0 X 77391 77391 63686 429552 63686 141077 141077 4000 0 0 1238 1238 0 14251 14251 0 1309 1309 0 20798 16798 0 220000 220000 240798 16798 220000 -99721 124279 343838 209776 209776 978656 905739 1436488 857506 964764 921126 2180000 2080279 2567390 0 0 X 2180000 2080279 2180000 2080279 2180000 2080279 2180000 -99721 0 2080279 0 2080279 BANCFIRST P 17347 16647 700 700 BANCFIRST P 406309 349219 57090 57090 CAPITAL GAINS DIVIDENDS P 5896 5896 5896 63686 1727 0 1727 0 1727 1892 0 0 0 1892 0 165 165 0 0 0 0 0 0 0 0 0 0 0 0 1 OK 1 0 0 0 0 1 N/A BANCFIRST CO MONTY CURRY 9186643417 PO BOX 680 TULSA OK 741010680 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 STEPHEN NORVELL PO BOX 680 TULSA OK 74101 VICE PRES 1.00 1000 0 0 MERRILY ANN SANZALONE PO BOX 680 TULSA OK 74101 PRESIDENT 1.00 1000 0 0 JOEL GREGG NORVELL PO BOX 680 TULSA OK 74101 VICE PRES 1.00 1000 0 0 DAVID NORVELL PO BOX 680 TULSA OK 74101 VICE PRES 1.00 1000 0 0 NONE 0 NONE 0 0 2347015 171429 0 2518444 0 0 2518444 37777 2480667 124033 124033 1727 1727 122306 0 122306 0 122306 220000 0 220000 122306 0 0 12500 75826 90977 179303 220000 0 0 0 122306 97694 0 0 276997 0 0 0 0 0 0 0 276997 12500 75826 90977 97694 X FOOD BANK OF EASTERN NEW MEXICO 2217 E BRADY CLOVIS NM 88101 UNRELATED PUBLIC CHARITY SUPPORT 1250 THE PORTLAND BALLET 6250 SW CAPITOL HWY PORTLAND OR 97239 UNRELATED PUBLIC CHARITY SUPPORT 25000 CASA Q PO BOX 36168 ALBUQUERQUE NM 87176 UNRELATED PUBLIC CHARITY SUPPORT 1250 THE FOOD DEPOT 1222 A SILER RD SANTA FE NM 87507 UNRELATED PUBLIC CHARITY SUPPORT 1250 CITY OF HOPE 1500 E DUARTE RD DUARTE CA 91010 UNRELATED PUBLIC CHARITY SUPPORT 3125 ECHO INC 1921 E MURRAY DR FARMINGTON NM 87401 UNRELATED PUBLIC CHARITY SUPPORT 1250 THE COMMUNITY PANTRY PO BOX 520 GALLUP NM 87305 UNRELATED PUBLIC CHARITY SUPPORT 1250 JOHN 316 MISSION 506 N CHEYENNE AVE TULSA OK 74103 UNRELATED PUBLIC CHARITY SUPPORT 25000 HUMAN RIGHTS CAMPAIGN FOUNDATION 1640 RHODE ISLAND AVE NW WASHINGTON DC 20036 UNRELATED PUBLIC CHARITY SUPPORT 2500 SOUTHWEST CARE CENTER FOR AID AND COMFORT 230 W MANHATTANSTE 300 SANTA FE NM 87501 UNRELATED PUBLIC CHARITY SUPPORT 5000 SOUTHERN POVERTY LAW CENTER INC 400 WASHINGTON AVE MONTGOMERY AL 36104 UNRELATED PUBLIC CHARITY SUPPORT 5000 OUTPOST PRODUCTIONS INC 210 YALE BLVD SE ALBUQUERQUE NM 87106 UNRELATED PUBLIC CHARITY SUPPORT 1250 PLANNED PARENTHOOD FEDERATION 123 WILLIAM ST 10TH FL NEW YORK NY 10038 UNRELATED PUBLIC CHARITY SUPPORT 2500 ROADRUNNER FOOD BANK 5840 OFFICE BLVD NE ALBUQUERQUE NM 87109 UNRELATED PUBLIC CHARITY SUPPORT 1250 AACM - FIRST PRESBYTERIAN CHURCH OF CHICAGO 6400 S KIMBARK CHICAGO IL 60637 UNRELATED PUBLIC CHARITY SUPPORT 500 NORTHWEST COMMUNITY CONSERVANCY 1136 NW HOYT ST STE 200 PORTLAND OR 97209 UNRELATED PUBLIC CHARITY SUPPORT 10000 THE TREVOR PROJECT INC 8704 SANTA MONICA BLVD 200 WEST HOLYWOOD CA 90069 UNRELATED PUBLIC CHARITY SUPPORT 2500 TULSA BALLET THEATER INC 1212 E 5TH PL TULSA OK 74105 UNRELATED PUBLIC CHARITY SUPPORT 10000 THE ACTOR'S FUND OF AMERICA 729 SEVENTH AVENUE 10TH FLO NEW YORK NY 10019 UNRELATED PUBLIC CHARITY SUPPORT 1000 NORTHERN NEW MEXICO RADIO FOUNDATION PO BOX 31366 SANTA FE NM 87507 UNRELATED PUBLIC CHARITY SUPPORT 500 LAMBDA LEGAL DEFENSE 120 WALL ST 19TH FL NEW YORK NY 10005 UNRELATED PUBLIC CHARITY SUPPORT 2500 MATA AMRITANANDAMAYI CENTER PO BOX 613 SAN RAMON CA 94583 UNRELATED PUBLIC CHARITY SUPPORT 3125 MAD IN AMERICAN FOUNDATION 763 MASSACHUSETTS AVE CAMBRIDGE MA 02139 UNRELATED PUBLIC CHARITY SUPPORT 1000 TULSA TOWN HALL PO BOX 52266 TULSA OK 74152 UNRELATED PUBLIC CHARITY SUPPORT 5000 KITCHEN ANGELS INC 1222 SILER RD SANTA FE NM 87507 UNRELATED PUBLIC CHARITY SUPPORT 3750 JOHN HOPKINS CENTER FOR GUN VIOLENCE 615 N WOLFE ST BALTIMORE MD 21205 UNRELATED PUBLIC CHARITY SUPPORT 2500 JAZZ FOUNDATION OF AMERICA INC 322 W 48TH ST NEW YORK NY 10036 UNRELATED PUBLIC CHARITY SUPPORT 2500 IRON GATE 501 W ARCHER ST TULSA OK 74103 UNRELATED PUBLIC CHARITY SUPPORT 15000 FOUNDATION FOR NATIONAL PROGRESS DBA MOTHER JONES 222 SUTTER ST STE 600 SAN FRANCISCO CA 94108 UNRELATED PUBLIC CHARITY SUPPORT 1000 FIRST LOOK INSTITUTE - ISO THE INTERCEPT PO BOX 27442 WASHINGTON DC 20038 UNRELATED PUBLIC CHARITY SUPPORT 1000 CHINMAYA MISSION WEST 1765 CHANNING AVE PALO ALTO CA 94303 UNRELATED PUBLIC CHARITY SUPPORT 21875 CARE GIFT CENTER PO BOX 1870 MERRIFIELD VA 221168070 UNRELATED PUBLIC CHARITY SUPPORT 20000 ARSHA-VIDYA-PITAM PO BOX 1059 SAYLORSBURG PA 18353 UNRELATED PUBLIC CHARITY SUPPORT 21875 ALSACST JUDE CHILDREN'S 501 ST JUDE PL MEMPHIS TN 38105 UNRELATED PUBLIC CHARITY SUPPORT 10000 NATIONAL CENTER FOR LESBIAN RIGHTS (NCLR) 870 MARKET ST 370 SAN FRANCISCO CA 94102 UNRELATED PUBLIC CHARITY SUPPORT 2500 WILDEARTH GUARDIANS 301 N GUADALUPE ST STE 201 SANTA FE NM 87501 UNRELATED PUBLIC CHARITY SUPPORT 5000 220000 0 14 77391 18 63686 0 141077 0 141077 0 0 0 0 0 0 0 0 0 0 TAX PREP FEES 1238 1238 0 PIMCO MODERATE DURATION INST 245959 228814 VANGUARD TOTAL BOND MKT IND ADM 70751 68705 BAIRD INTERMEDIATE BOND 404597 392049 DODGE & COX INCOME 243457 231558 CAUSEWAY INTL VALUE 61568 97279 DFA INTERNATIONAL VALUE INST 110811 113554 DFA INTL SMALL CAP VALUE PORT 27475 28517 DODGE & COX STOCK 29593 42932 WILLIAM BLAIR SMALL CAP VALUE I 99087 97339 PZENA EMERGING MARKETS VALUE INS 35900 39929 SCHWAB FND EMERG MKTS LG INDX INS 33229 40282 VANGUARD 500 INDEX ADMIRAL 104258 285584 VANGUARD DEVELOPED MARKETS 66861 86305 VANGUARD EMERG MKTS STOCK 22318 27277 VANGUARD GROWTH INDEX ADM 35325 107092 VANGUARD MID-CAP VALUE ADM 68633 109616 VANGUARD SMALL-CAP VALUE INDEX 129495 262557 ALLSPRING SPECIAL SMALL VALUE INST 81186 98225 BANCFIRST TRUSTEE FEES 14251 14251 0 FOREIGN TAXES 1309 1309 0