2024-05-15T12:36:31-04:00 2023-12-31 731249124 SMEDLUND & COMPANY PC 5600 N MAY AVENUE SUITE 162 OKLAHOMA CITY OK 73112 990PF 2023-01-01 463449370 THE ANN LACY FOUNDATION ANNL 4056002342 PO BOX 2440 OKLAHOMA CITY OK 731012440 CHRIS LAWSON PRESIDENT/CEO 4056002342 2024-05-15 true CHRIS LAWSON XXX-XX-XXXX true P MIKE SMEDLUND P00432364 4058431171 2024-05-15 2023 2023-04-26 12:10:37Z X 9799316 X X 76269 61049 76269 214246 214246 214246 168034 1079075 458549 275295 290515 142115 40800 42080 19693 14724 4000 4709 48271 312392 4000 0 516656 516656 829048 4000 516656 -370499 271295 290515 37680 49333 49333 66348 44517 44517 832702 902503 861000 5439171 5009604 8143050 730423 729998 701416 7106324 6735955 9799316 4912 5042 4912 5042 X 7101412 6730913 7101412 6730913 7106324 6735955 7101412 -370499 6730913 6730913 3771 3771 3771 5450 5450 X 37 1642 1642 false false false false false false false true true OK true false false false false true N/A CHRIS LAWSON 4056002342 PO BOX 2440 OKLAHOMA CITY OK 731012440 false false false false false false false true 2021 2019 true false false false false false false false false false false CHRIS LAWSON PO BOX 2440 OKLAHOMA CITY OK 731012440 PRESIDENT/CE 40.00 142115 0 0 MARY BLANKENSHIP POINTER 2513 SW 124TH ST OKLAHOMA CITY OK 73170 VICE PRESIDE 5.00 0 0 0 RUSSELL LAWSON 3024 HACKBERRY ROAD OKLAHOMA CITY OK 73120 SECRETARY/TR 5.00 0 0 0 NONE NONE N/A 9666466 198192 0 9864658 9864658 147970 9716688 485834 485834 3771 3771 482063 482063 482063 516656 516656 482063 515923 2021 2020 2019 200729 516656 515923 733 200729 200729 481330 X ALLIED ARTS 1015 N BROADWAY AVE OKLAHOMA CITY OK 73102 NONE 501C3 GENERAL SUPPORT 5500 AMERICAN LUNG ASSOCIATION 710 W WILSHIRE BLVD S 101 OKLAHOMA CITY OK 73116 NONE 501C3 MEDICAL RESEARCH 5350 AMERICAN RED CROSS 10151 E 11TH ST TULSA OK 74128 NONE 501C3 GENERAL SUPPORT 5000 CATHOLIC CHARITIES 1232 N CLASSEN BLVD OKLAHOMA CITY OK 73106 NONE 501C3 SPONSORSHIP 650 CHEETAH CONSERVATION FUND PO BOX 2496 ALEXANDRIA VA 22301 NONE 501C3 GENERAL SUPPORT 5000 COMMUNITY LITERACY CENTERS INC 4 NE 10TH ST 263 OKLAHOMA CITY OK 73104 NONE 501C3 EDUCATION 2500 CRISTO REY HIGH SCHOOL 900 N PORTLAND AVE OKLAHOMA CITY OK 73107 NONE 501C3 EDUCATION 1020 DEADCENTER FILM FESTIVAL 701 W SHERIDAN AVE 110 OKLAHOMA CITY OK 73102 NONE 501C3 SPONSORSHIP 500 DEAN A MCGEE EYE INSTITUTE 608 STANTON L YOUNG BLVD OKLAHOMA CITY OK 73104 NONE 501C3 SUPPORT 5000 DOVE CHARTER PUBLIC SCHOOL 1955 W 33RD ST SUITE 110 EDMOND OK 73013 NONE 501C3 SPONSORSHIP 2000 LEUKEMIA & LYMPHOMA SOCIETY 500 N BROADWAY AVE 250 OKLAHOMA CITY OK 73102 NONE 501C3 GENERAL SUPPORT 1000 LIBRARY ENDOWMENT FUND 300 PARK AVENUE OKLAHOMA CITY OK 73102 NONE 501C3 GENERAL SUPPORT 50000 OKC BEAUTIFUL 3535 N CLASSEN BLVD OKLAHOMA CITY OK 73118 NONE 501C3 SPONSORSHIP 2500 OKIE 6608 N WESTERN PO BOX 464 OKLAHOMA CITY OK 73116 NONE 501C3 GENERAL SUPPORT 6136 OKLAHOMA CITY BALLET 7421 N CLASSEN BLVD OKLAHOMA CITY OK 73116 NONE 501C3 SPONSORSHIP 3000 OKLAHOMA CITY MUSEUM OF ART 415 COUCH DR OKLAHOMA CITY OK 73102 NONE 501C3 GENERAL SUPPORT 143000 OKLAHOMA CONTEMPORARY 11 NW 11TH ST OKLAHOMA CITY OK 73103 NONE 501C3 SPONSORSHIP 7500 OKLAHOMA INSTITUTE FOR CHILD ADVOCACY 2915 N CLASSEN BLVD SUITE 320 OKLAHOMA CITY OK 73106 NONE 501C3 CHILD ADVOCACY 2500 OKLAHOMA LAWYERS FOR CHILDREN 5900 N CLASSEN BLVD OKLAHOMA CITY OK 73118 NONE 501C3 CHILD ADVOCACY 1500 OKLAHOMA ZOOLOGICAL SOCIETY 2101 NE 50TH ST OKLAHOMA CITY OK 73111 NONE 501C3 GENERAL SUPPORT 252000 OSSM FOUNDATION 1141 N LINCOLN BLVD OKLAHOMA CITY OK 73104 NONE 501C3 SUPPORT 500 OU CHILDREN'S HOSPITAL 901 N LICOLN BLVD STE 305 OKLAHOMA CITY OK 73104 NONE 501C3 MEDICAL 5000 PARENT PROMISE 4323 NW 63RD ST OKLAHOMA CITY OK 73116 NONE 501C3 GENERAL SUPPORT 300 RED ANDREWS CHRISTMAS DINNER 2513 SW 124TH ST OKLAHOMA CITY OK 73170 NONE 501C3 GENERAL SUPPORT 2500 SISTER CITIES INTERNATIONAL 1012 14TH STREET NW SUITE 1400 WASHINGTON DC 20005 NONE 501C3 SPONSORSHIP 1000 SUNBEAM FAMILY SERVICES 1100 NW 14TH OKLAHOMA CITY OK 73106 NONE 501C3 SPONSORSHIP 1500 THE WINTER CHARITY BALL INC 1900 HUNTINGTON AVE NICHOLS HILLS OK 73116 NONE 501C3 GENERAL SUPPORT 3200 UPWARD TRANSITIONS 1134 W MAIN ST OKLAHOMA CITY OK 73106 NONE 501C3 GENERAL SUPPORT 1000 516656 76269 214246 168034 OTHER INCOME 458549 458549 4 THE ASSETS OF THE FOUNDATION ARE INVESTED IN COMMON STOCKS BONDS, AND OTHER SECURITIES TO PRODUCE INTEREST, DIVIDENDS, AND CAPITAL GAINS THAT CAN BE USED TO CONTRIBUTE TO THE CHARITITIES THE FOUNDATION SELECTS EACH YEAR false false false false false false false false false false PROFESSIONAL FEES-ACCOUNTING 19693 150,000 FEDERAL HOME LN MTG 2022-11 PURCHASE 2023-06 150000 146197 3803 2,000 ALASKA AIR GROUP 2014-08 PURCHASE 2023-10 71029 89610 -18581 3,000 CVS HEALTH CORP 2020-07 PURCHASE 2023-02 265824 189943 75881 100,000 FEDERAL HOME LN BKS 2022-10 PURCHASE 2023-12 100000 98911 1089 500 MICROSOFT CORP 2019-10 PURCHASE 2023-07 161739 70224 91515 3,000 SOUTHWEST AIRLS CO 2014-06 PURCHASE 2023-08 96719 75530 21189 100,000 UNITED STATES TREAS NTS 2022-09 PURCHASE 2023-10 100000 97388 2612 35,000 UNIVERSITY OKLA REVS 2014-05 PURCHASE 2023-07 35000 36971 -1971 FRAC SHARES KINDER MORGAN 2022-01 PURCHASE 2023-08 1 1 100,000 UNITED STATES TREAS BILLS 2023-08 PURCHASE 2023-11 98763 98763 INVESTMENTS-CORPORATE BONDS 729998 701416 INVESTMENTS 5009604 8143050 EXPENSES AUTO/TRANSPORTATION EXPENSES 35353 BANK SERVICE FEES 4 DUES & SUBSCRIPTIONS 100 MISCELLANOUS EXPENSES 180 OFFICE EXPENSE 2624 POSTAGE EXPENSE 449 TELEPHONE EXPENSE 8649 WEBSITE 912 LICENSE-OK SOS 65 FOREIGN TAX ON INVESTMENT 552 FEDERAL TAX 10107 OTHER TAXES 4000 4000