2024-11-12T14:18:16-06:00 2023-12-31 Tammie Maloney CPA 2021 S Lewis Ste 260 Tulsa OK 74104 990PF 2023-01-01 134222602 Lou and Connie Miller Charitable Foundation LOUA 9187450417 2021 S Lewis 240 Tulsa OK 74104 W Kirk Clausing Trustee 9187450417 2024-11-11 1 0 Tammie L Maloney P00293354 9187450415 X 2023 2024-10-15 13:58:12Z X 22297829 X X 608997 533780 10927 10927 10927 428695 3064693 428695 1048619 973402 54000 54000 0 7104 7104 0 5951 5951 0 3051 3051 0 435 216 0 70541 70322 0 813800 813800 884341 70322 813800 164278 903080 -1 192692 192692 3867326 502394 502394 4689 7500 4689 4689 6397241 7753770 7747140 6712106 8704019 12128232 1154639 1154205 1274764 41087 36273 34224 417559 413694 413694 18597457 18761736 22297829 0 0 X 8052383 8052383 0 0 10545074 10709353 18597457 18761736 18597457 18761736 18597457 164278 1 18761736 0 18761736 Morgan Stanley FD Inc Emerging Mkts 2022-12-19 2023-08-16 238 228 10 10 Morgan Stanley FD Inc Emerging Mkts 2022-12-19 2023-08-16 1060 1020 40 40 Blackrock Inc 2022-02-24 2023-05-03 64611 73447 -8836 -8836 Constellation Energy 2013-03-21 2023-07-10 48442 16234 32208 32208 First Tr EFT IV Low Duration 2023-01-17 7404 7916 -512 -512 Kellogg Co 2023-07-19 70648 57565 13083 13083 Morgan Stanley FD Inc Emerging Mkts 2023-08-16 5847 7474 -1627 -1627 PPL Corp 2013-09-26 2023-04-20 47805 49207 -1402 -1402 Pepsico Inc 2012-02-27 2023-04-20 64027 22605 41422 41422 U.S. Treas Notes due 11/30/23 2022-07-28 2023-11-30 1000000 1000000 0 0 Vanguard Index Funds ETF S&P 500 2020-02-25 2023-07-12 352456 252144 100312 100312 Walmart Inc 2023-05-01 10483 7558 2925 2925 Blackrock Inc 2014-09-24 2023-05-03 29075 14752 14323 14323 Blackrock Enhanced Intl Div Trust 2009-09-11 2023-08-16 25705 36397 -10692 -10692 Constellation Energy 2010-08-24 2023-07-10 15140 6077 9063 9063 Costco Whsl Corp 2014-09-24 2023-02-03 39315 9816 29499 29499 First Tr EFT IV Low Duration 2020-09-04 2023-01-17 228471 248568 -20097 -20097 KKR & Co 2023-05-01 71175 33360 37815 37815 Morgan Stanley FD Inc Emerging Mkts 2009-09-11 2023-08-16 22881 26612 -3731 -3731 Oklahoma City Wtr Utils Wtr & Swr 5% 2013-10-01 2023-07-03 200000 200000 0 0 Oklahoma St Wtr Res Brd 3% 2015-08-25 2023-10-02 150000 150000 0 0 Prologis Inc 2014-09-24 2023-04-20 31722 9907 21815 21815 Starbucks Corp 2015-02-05 2023-04-24 26691 11364 15327 15327 Tulsa OK Arprts Imp Tr Gen Rev 2014-11-17 2023-06-01 50000 50000 0 0 Walmart Inc 2016-11-28 2023-05-01 301243 143747 157496 157496 Washington St Motor Vehicle Tax 4% 2013-06-18 2023-08-08 200000 200000 0 0 Capital Gains Dividends P 254 254 254 428695 12553 0 12553 0 12553 3000 0 0 0 3000 334 9887 0 0 0 0 0 0 0 0 0 0 0 1 OK 1 0 0 0 0 1 N/A W Kirk Clausing 9187450417 2021 S Lewis Ste 240 Tulsa OK 74104 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Max R Vowel 6800 S Granite Apt 3231 Tulsa OK 74136 President 1.00 12000 0 0 W Kirk Clausing 2021 S Lewis Ste 240 Tulsa OK 74104 Vice-President 10.00 30000 0 0 Madeline K Gilmore 209 Palmer Dr Portland TX 78374 Sec/Treas 1.00 12000 0 0 NONE 0 NONE 0 0 17888425 2895329 0 20783754 0 0 20783754 311756 20471998 1023600 1023600 12553 12553 1011047 0 1011047 0 1011047 813800 0 813800 1011047 0 0 253877 253877 813800 0 0 0 813800 0 197247 197247 56630 0 0 0 0 0 0 0 56630 56630 W Kirk Clausing 2021 S Lewis Ste 240 Tulsa OK 74104 9187450417 clausing@swbell.net Letter with information for the trustees to make a decision concerning request. Include name, address, taxpayer identification number, type of organization, copy of the Form 990 filed and a copy of the IRS letter approving exempt status. None None Clarehouse 7617 S Mingo Road Tulsa OK 74133 None Public Charity General Operations 10000 First Americans Museum 659 First Americans Blvd Oklahoma City OK 73129 None Public Charity General Operations 35000 Hispanic American Foundation OSU Tulsa Main Hall Room 1108 Tulsa OK 74106 None Public Charity Scholarships 5000 Neighbors On the Line 5000 Charles Page Blvd Tulsa OK 74127 None Public Charity General Operations 5000 Oklahoma State University Foundation P O Box 1749 Stillwater OK 74076 None Public Charity Scholarships 305000 Operation Hope Ministry 739 N Denver Ave Ste A Tulsa OK 74106 None Public Charity Prison outreach program 20000 St Simeon's Episcopal Church Foundation 3701 N Martin Luther King Blvd Tulsa OK 74106 None Public Charity General Operations for enhancement of life for senior citizens 10000 Street School 1135 S Yale Ave Tulsa OK 74112 None Public Charity General Operations for Alternative Secondary Education 20000 The Center for Individuals with Physical Challenges 815 S Utica Ave Tulsa OK 74104 None Public Charity General Operations 30000 Tulsa Ballet Theatre 1212 E 45th Place Tulsa OK 74105 None Public Charity Support of National Ballet Company 75000 Tulsa Botanic Garden 3900 Tulsa Botanic Dr Tulsa OK 74127 None Public Charity General Operations 20000 Tulsa Girls Art School 2202 E Admiral Blvd Tulsa OK 74110 None Public Charity General Operations 5000 University of Oklahoma College of Law 300 W Timberdell Rd Norman OK 73019 None Public Charity Law professors' library 200000 University of Oklahoma College of Law 300 W Timberdell Rd Norman OK 73019 None Public Charity Course 25000 Food Bank of Eastern Oklahoma 1304 N Kenosha Ave Tulsa OK 74106 None Public Charity General Operations 10000 Hearts for Hearing 1145 S Utica Ave 302 Tulsa OK 74104 None public Charity General Operations 5000 TCC Foundation 909 S Boston Ave Tulsa OK 74119 Public Charity General Operations 1500 Tulsa Boys Home P O Box 1101 Tulsa OK 74101 None Public Charity General Operations 5800 Tulsa County Bar Association 1446 S Boston Ave Tulsa OK 74119 None Public Charity General Operations 1500 Tulsa River Parks Authority 2121 S Columbia Ave Ste 205 Tulsa OK 74114 None Public Charity Turkey Mountain Improvements 25000 813800 0 14 14 608997 531120 10927 18 428695 10927 1037692 0 1048619 0 0 0 0 0 0 0 0 0 0 Accounting & Legal Fees 7104 7104 0 Corporate Bonds 1154205 1274764 Corporate Stock/Mutual Funds 8204019 11628232 Maple Mark Bank Stock 500000 500000 5933308 5974645 1820462 1772495 Certificates of Deposit AT COST 200000 200000 7127 LLC AT COST 213694 213694 Investment Fees 216 216 0 Office Expense 194 0 0 Filing Fee 25 0 0 Rounding 1 Foreign Taxes 51 51 0 Estimated Tax Payment 3000 3000 0