2024-02-23T00:32:52-06:00 2023-08-31 861065772 DELOITTE TAX LLP 6100 S YALE AVE SUITE 2010 TULSA OK 74136 990PF 2022-09-01 736156280 PATTI JOHNSON WILSON FOUNDATION C/O TRUST COMPANY OF OKLAHOMA PATT 9187440553 PO BOX 3627 TULSA OK 74104 THE TRUST COMPANY OF OKLAHOMA TRUSTEE 9187440553 2024-02-14 1 THE TRUST COMPANY OF OKL 999009999 0 DARIO MENCHACA P01382593 9184778800 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 30531882 X X 104286 104286 104286 332617 332617 332617 1134385 3116277 1134385 1804609 1804609 1804609 3375897 3375897 2241512 144121 91071 0 53050 25 25 0 0 36000 36000 0 0 23224 5006 0 0 305456 305456 305456 560 0 0 560 148568 145477 145015 1580 657954 583035 450471 55190 1334212 1334212 1992166 583035 450471 1389402 1383731 2792862 1791041 939947 846283 846283 8639953 10270954 17253128 4265729 4422913 3937072 157333 157333 8495399 14002962 15697483 30531882 0 0 X 14002962 15697483 0 0 0 0 14002962 15697483 14002962 15697483 14002962 1383731 310974 15697667 184 15697483 PUBLICLY TRADED SECURITIES - SHORT TERM P 15156 15001 155 155 PUBLICLY TRADED SECURITIES - LONG TERM P 2968822 1966891 1001931 1001931 CAPITAL GAINS DIVIDENDS P 132299 132299 132299 1134385 155 38821 0 38821 0 38821 0 0 38839 0 38839 X 1958 1940 0 0 0 0 0 0 0 0 0 0 1 1 OK 1 0 0 1 0 1 N/A TRUST COMPANY OF OKLAHOMA 9187440553 6120 S YALE AVE STE 1900 TULSA OK 74136 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 THE TRUST COMPANY OF OKLAHOMA PO BOX 3348 TULSA OK 74101 TRUSTEE 3.00 109121 0 0 NANCY JOHNSON LEAKE 11 GLENBROOK BENTONVILLE AR 72712 TRUSTEE 1.00 5000 0 0 KATHLEEN L CHILDS 4440 SOUTHWEST 53RD STREET TOPEKA KS 66610 TRUSTEE 1.00 5000 0 0 FREDERICK P KOONTZ 3601 EAST 96TH PLACE TULSA OK 74137 TRUSTEE 1.00 5000 0 0 FRANK X HENKE III 6060 S AMERICAN PLAZA TULSA OK 74135 TRUSTEE 1.00 5000 0 0 BARBARA B GLASS 3612 SOUTH BRADEN PLACE TULSA OK 74135 TRUSTEE 1.00 5000 0 0 DAVID A STURDIVANT 100 WEST 7TH STREET SUITE 900 TULSA OK 74119 TRUSTEE 1.00 5000 0 0 MARY ANN MECKFESSEL 6800 S GRANITE AVE APT 230 TULSA OK 74136 TRUSTEE 1.00 5000 0 0 NONE 0 NONE 0 NOT APPLICABLE 0 NOT APPLICABLE 0 0 18715996 9195 8495399 27220590 0 0 27220590 408309 26812281 1340614 1340614 38821 38821 1301793 0 1301793 0 1301793 1389402 0 1389402 1301793 804384 0 0 1389402 804384 0 0 585018 0 0 0 0 0 0 0 0 716775 0 0 0 THE PATTI JOHNSON WILSON FOUNDATION PO BOX 6327 TULSA OK 74101 9187440553 CONTACT THE FINANCIAL AID OFFICE TO PROCURE A SCHOLARSHIP APPLICATION AND FOLLOW THEIR SUBMISSION PROCEDURES. APPLICATIONS ARE SUBMITTED THROUGH THE STUDENT'S UNIVERSITY FINANCIAL AID OFFICE. THE FINANCIAL AID OFFICE TYPICALLY REQUIRES THE SCHOLARSHIP APPLICATIONS TO BE SUBMITTED TO THEM TWO WEEKS PRIOR TO THE APRIL 1ST DEADLINE. THE DEADLINE TO SUBMIT APPLICATIONS IS APRIL 1ST FOR THE FOLLOWING ACADEMIC YEAR. SCHOLARSHIP APPLICATIONS ARE ONLY ACCEPTED IN THE FOLLOWING MAJORS: MUSIC, ENGINEERING OR LIBERAL ARTS AND ONLY FROM SELECTED UNIVERSITIES (SEE BELOW) TO BE ELIGIBLE FOR SCHOLARSHIP CONSIDERATION, THE STUDENT MUST: MAINTAIN AT LEAST A 3.5 GPA BE WORKING TO HELP PAY FOR THEIR EDUCATION DEMONSTRATE FINANCIAL NEED SCHOLARSHIP APPLICATIONS ARE ACCEPTED FROM THE FOLLOWING UNIVERSITIES: THE UNIVERSITY OF TULSA, OKLAHOMA STATE UNIVERSITY, THE UNIVERSITY OF OKLAHOMA, OKLAHOMA CITY UNIVERSITY, KANSAS STATE UNIVERSITY, THE UNIVERSITY OF KANSAS, THE UNIVERSITY OF ARKANSAS. THE PATTI JOHNSON WILSON FOUNDATION PO BOX 6327 TULSA OK 74101 9187440553 TO APPLY FOR A GRANT, THE APPLICANT MUST SUBMIT A BRIEF PROPOSAL OR LETTER CONTAINING BACKGROUND INFORMATION ABOUT THEIR ORGANIZATION, THE SPECIFIC DOLLAR AMOUNT, AND THE PURPOSE OF THEIR REQUEST. IF THE REQUEST IS CHOSEN FOR FURTHER CONSIDERATION, THE APPLICANT FOR THE ORGANIZATION WILL BE ASKED TO SUBMIT A DETAILED PROPOSAL. USING THE FOUNDATION'S GRANT APPLICATION FORMAT, THE PROPOSAL MUST INCLUDE: COPY OF THE ORGANIZATION'S 501(C)(3) STATUS LETTER; DETAILED DESCRIPTION OF THE PURPOSE OR PROGRAM FOR WHICH THE FUNDS ARE BEING REQUESTED; COPY OF THE ORGANIZATION'S CURRENT YEAR PROPOSED BUDGET; COPY OF THE PRIOR YEAR FINANCIALS COMPARED TO BUDGET; COPY OF THE ORGANIZATION'S MOST RECENT AUDITED FINANCIAL STATEMENT; AND A COPY OF THE MOST RECENT 990. APPLICANTS ARE WELCOME TO APPLY BY E-MAIL OR REGULAR MAIL. E-MAIL (IN PDF FORMAT) TO THE FOLLOWING ADDRESS: MHAIRSTON@TRUSTOK.COM MAIL TO: THE TRUST COMPANY OF OKLAHOMA P.O. BOX 3348 TULSA, OKLAHOMA 74101-3348 THE DEADLINE TO SUBMIT GRANT APPLICATIONS IS OCTOBER 1ST. THE ARTS APPLICANTS SHOULD BE TULSA ORGANIZATIONS THAT REFLECT THE FOUNDER'S LOVE OF MUSIC, THE PERFORMING ARTS, AND THE VISUAL ARTS. THE FOUNDATION IS PRIMARILY INTERESTED IN ENCOURAGING THE CLASSICAL ARTS TO GROW AND THRIVE IN TULSA. THE COMMUNITY ORGANIZATION APPLICANTS SHOULD ENHANCE THE COMMUNITY OF TULSA. THE FOUNDATION IS ESPECIALLY INTERESTED IN PROGRAMS THAT FOCUS ON WOMEN'S ECONOMIC INDEPENDENCE AND WELL-BEING. THE FOUNDATION FUNDS ONLY 501(C)(3) ORGANIZATIONS. THE FOUNDATION FOCUSES ITS COMMUNITY FUNDING IN TULSA OKLAHOMA GEOGRAPHIC AREA. ANIMAL AID OF TULSA 6811 E 21ST ST TULSA OK 74129 PC UNRESTRICTED USE BY CHARITABLE ENTITY 1000 HYECHKA CLUB OF TULSA INC 8705 S 69TH EAST AVE TULSA OK 74133 PC UNRESTRICTED USE BY CHARITABLE ENTITY 3000 METROPOLITAN OPERA LAFFONT COMPETITION MIDWEST REGION 3612 S BRADEN PLACE TULSA OK 74135 PC UNRESTRICTED USE BY CHARITABLE ENTITY 2500 METROPOLITAN OPERA LAFFONT COMPETITION TULSA DISTRICT 7506 E 560 ROAD CLAREMORE OK 74019 PC UNRESTRICTED USE BY CHARITABLE ENTITY 3000 PHILBROOK MUSEUM OF ART 2727 S ROCKFORD ROAD TULSA OK 74114 PC UNRESTRICTED USE BY CHARITABLE ENTITY 20000 PHILBROOK MUSEUM OF ART 2727 S ROCKFORD ROAD TULSA OK 74114 PC UNRESTRICTED USE BY CHARITABLE ENTITY 44212 THE SCOTT FAMILY AMAZEUM 1009 MUSEUM WAY BENTONVILE AR 72712 PC UNRESTRICTED USE BY CHARITABLE ENTITY 25000 TULSA BALLET THEATRE INC 1212 E 45TH PLACE TULSA OK 74105 PC UNRESTRICTED USE BY CHARITABLE ENTITY 40000 TULSA BOTANIC GARDEN 3900 TULSA BOTANIC DRIVE TULSA OK 74127 PC UNRESTRICTED USE BY CHARITABLE ENTITY 30000 TULSA HONORS ORCHESTRA 1573 E 19TH ST TULSA OK 74120 PC UNRESTRICTED USE BY CHARITABLE ENTITY 3000 TULSA OPERA INC 1610 SOUTH BOULDER TULSA OK 74119 PC UNRESTRICTED USE BY CHARITABLE ENTITY 50000 TULSA SYMPHONY ORCHESTRA 117 N BOSTON AVE STE 201 TULSA OK 74103 NC UNRESTRICTED USE BY CHARITABLE ENTITY 130000 TULSA SYMPHONY ORCHESTRA 117 N BOSTON AVE STE 201 TULSA OK 74103 PC UNRESTRICTED USE BY CHARITABLE ENTITY 17500 TULSA AREA UNITED WAY PO BOX 1859 TULSA OK 74101 PC UNRESTRICTED USE BY CHARITABLE ENTITY 1000 TULSA YOUTH SYMPHONY 8282 S MEMORIAL DR STE 201 TULSA OK 74133 PC UNRESTRICTED USE BY CHARITABLE ENTITY 28000 YWCA TULSA 1910 S LEWIS AVE TULSA OK 74104 PC UNRESTRICTED USE BY CHARITABLE ENTITY 150000 KANSAS STATE UNIVERSITY 919 MID-CAMPUS DR NORTH MANHATTAN KS 66506 PC COLLEGE SCHOLARSHIP 64000 OKLAHOMA CITY UNIVERSITY 2501 N BLACKWELDER AD 349 OKLAHOMA CITY OK 73106 PC COLLEGE SCHOLARSHIP 181500 OKLAHOMA STATE UNIVERSITY FOUNDATION PO BOX 1749 STILLWATER OK 74076 PC COLLEGE SCHOLARSHIP 72000 OKLAHOMA STATE UNIVERSITY FOUNDATION PO BOX 1749 STILLWATER OK 74076 PC COLLEGE SCHOLARSHIP 15000 OKLAHOMA STATE UNIVERSITY FOUNDATION PO BOX 1749 STILLWATER OK 74076 PC COLLEGE SCHOLARSHIP 15000 THE UNIVERSITY OF TULSA 800 SOUTH TUCKER DRIVE - COLLINS HALL TULSA OK 74104 PC UNRESTRICTED USE BY CHARITABLE ENTITY 25000 THE UNIVERSITY OF TULSA 800 SOUTH TUCKER DRIVE - COLLINS HALL TULSA OK 74104 PC COLLEGE SCHOLARSHIP 120000 THE UNIVERSITY OF TULSA 800 SOUTH TUCKER DRIVE - COLLINS HALL TULSA OK 74104 PC COLLEGE SCHOLARSHIP 109500 UNIVERSITY OF ARKANSAS UNIVERSITY DEVELOPMENT UNHS 302 FAYETTEVILLE AR 72701 PC COLLEGE SCHOLARSHIP 80000 UNIVERSITY OF KANSAS 1502 IOWA ST LAWRENCE KS 66045 PC COLLEGE SCHOLARSHIP 24000 UNIVERSITY OF OKLAHOMA 1000 ASP AVE BUCHANAN HALL RM 105 NORMAN OK 73019 PC COLLEGE SCHOLARSHIP 80000 1334212 0 14 104286 14 332617 01 1804609 18 1134385 0 3375897 0 3375897 0 0 0 0 0 0 0 0 0 0 TAX RETURN PREPARATION FEES 36000 36000 0 0 COST DEPLETION OF PJW MINERALS LLC 2007-03-01 2773208 990432 SL 7.000000000000 0 0 0 METWEST TOTAL RETURN BOND 853330 673028 PIMCO FDS TOTAL RETURN FUND 830348 677511 THORNBURG LIMITED TERM INCOME FUND 1058076 1004865 VANGUARD SHORT TERM CORP - ADMIRAL 1084359 1013251 VANGUARD ADM INFLATION PROTECTED 315401 297448 VANGUARD SHORT TERM TREASURY ADMIRAL 281399 270969 ALPHABET INC CL A 109646 544680 COMCAST CORP 119994 128590 DISNEY WALT HOLDING COMPANY 62214 83680 ELECTRONIC ARTS 92563 95984 VANGUARD COMMUNICATIONS ETF 145745 192562 AMAZON INC 123738 138010 BOOKING HOLDINGS INC 51734 155252 COSTCO 67999 411960 HOME DEPOT 179329 297270 MCCORMICK & CO. 91010 205200 PEPSICO 42884 130771 SPDR CONSUMER STAPLES ETF 159698 181900 VANGUARD CONSUMER DISCRETIONARY ETF 193237 760338 AMERICAN BEACON SMALL CAP 520924 515256 COHEN & STEERS INSTL REALTY SHS 232525 242142 ISHARES 1038790 1215780 NORTHERN FUNDS MID-CAP INDEX 325935 331112 VANGUARD MID-CAP VALUE INDEX ADMIRAL 589786 588882 VANGUARD TAX-MANAGED SMALL-CAP ADM 679987 687745 AON PLC 125994 208369 BLACKROCK INC 81915 175135 CHUBB 108627 195848 INTERCONTINENTAL EXCHANGE 60836 58995 S&P GLOBAL INC 68539 62538 VANGUARD FINANCIALS ETF 206835 557780 VISA INC 72525 491360 DANAHER CORP 50219 321975 NOVARTIS AG 209895 291392 ROCHE HOLDING LTD SPONS ADR 187158 153846 CIGNA CORP 98805 110504 THERMO FISHER SCIENTIFIC 41176 389970 VANGUARD HEALTH CARE ETF 343504 482769 HONEYWELL INTL 121320 253719 RTX CORPORATION 236700 215100 SPDR INDUSTRIAL SECTOR ETF 256312 275987 UNION PACIFIC CORPORATION 143374 308798 ACCENTURE PLC IRELAND CL A 40239 252541 ADVANCED MICRO DEVICES INC 61059 218629 APPLE COMPUTER 12497 187870 APPLIED MATERIALS 157356 458280 MICROCHIP TECHNOLOGY INC 92808 81840 MICROSOFT CORP 162219 712878 VANGUARD INFO TECHNOLOGY ETF 167164 1163361 SHERWIN WILLIAMS CO 32539 61137 MATERIALS SELECT SECTOR SPDRF 132219 269393 SELECT SPDR ETF - UTILITIES 291417 314800 DELAWARE EMERGING MARKETS 305159 297966 DODGE & COX INTERNATIONAL STOCK 300000 318701 VANGUARD DEVELOPED MARKETS IDX ADM 555259 600609 VANGUARD INTL GROWTH ADM 719547 853924 LEGAL FEES 25 25 0 0 INVESTMENT IN PJW MINERALS LLC 2930541 2930541 8495399 FOUNDATION COMMITTEE MINUTES 1 1 PJW MINERALS LLC ACCUMULATED COST DEPLETION -2773209 -2773209 TEMPORARY BOOK ADJUSTMENT 184 POSTAGE AND PRINTING 1580 0 0 1580 PJW MINERALS LLC OIL & GAS FEES 145015 145015 145015 0 OTHER MISC EXPENSE 462 462 0 0 INSURANCE EXPENSE 1511 0 0 0 OIL AND GAS ROYALTY REVENUE 1804609 1804609 1804609 NON-TAX BASIS ADJUSTMENTS 5519 PERCENTAGE DEPLETION 305455 FOREIGN TAXES 5006 5006 0 0 EXCISE TAX ON PRIVATE FOUNDATION 18218 0 0 0