2024-05-15T13:31:54-05:00 2023-12-31 883670219 BURWELL & ASSOCIATES PLLC 1613 S CINCINNATI AVE TULSA OK 74119 990PF 2023-01-01 202033062 NIKKEL FAMILY FOUNDATION NIKK 9186302600 6800 S GRANITE AVENUE 306 TULSA OK 74136 JOHN G NIKKEL TRUSTEE 9186302600 2024-05-13 1 JOHN NIKKEL XXX-XX-XXXX 0 JIM D BURWELL CPA P00168986 9189541200 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 6439635 X X 2580 2580 204521 195672 356286 7356161 356286 40674 0 604061 554538 0 0 0 3850 3850 0 146 146 0 2303 2303 0 11630 9123 0 2351 2303 0 20280 17725 0 299500 299500 319780 17725 299500 284281 536813 385574 182402 182402 58422 5114684 4642524 4303013 103230 1121265 1954220 5661910 5946191 6439635 0 0 X 0 0 0 0 5661910 5946191 5661910 5946191 5661910 5946191 5661910 284281 0 5946191 0 5946191 ALB P 2022-12-15 2023-01-20 4793 4793 4793 ALBEMARLE CORP P 2023-03-17 2023-07-21 724084 705224 18860 18860 ANET P 2023-02-13 2023-02-17 2694 2694 2694 ANET P 2023-07-31 2023-08-04 3073 3073 3073 APOLLO GLOBAL MGMT INC N P 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17767 -15474 -15474 SMCI 05/19/23 P 2023-04-28 2023-05-19 1243 1243 1243 SMCI 07/28/23 P 2023-07-26 2023-07-28 1443 1443 1443 SOLAREDGE TECH P 2023-02-23 2023-07-26 248108 292330 -44222 -44222 STARWOOD PPTY TRUST P 2022-10-31 2023-08-21 96749 103450 -6701 -6701 SUPER MICRO COMPUTER P 2023-06-15 2023-08-09 713723 555189 158534 158534 TRACTOR SUPPLY COMP P 2023-05-26 2023-10-05 214731 216151 -1420 -1420 NFLX P 2023-02-27 2023-03-03 2093 2093 2093 RIO P 2023-05-25 2023-06-16 1858 1858 1858 BRKB P 2023-05-30 2023-06-23 1117 1117 1117 CRESTWOOD EQUITY P 2022-07-05 2023-03-15 24000 23629 371 371 ENTERPRISE PRODS PART LP P 2022-08-02 2023-08-01 52465 52900 -435 -435 ANC INVESTMENT CORP REIT P 2022-10-31 2023-12-18 97348 80848 16500 16500 ABBVIE INC P 2021-03-25 2023-01-18 299755 208990 90765 90765 ARBOR REALTY TR P 2021-05-10 2023-08-21 60366 71646 -11280 -11280 BARRICK GOLD CORP P 2021-07-02 2023-02-03 55800 61473 -5673 -5673 COMMERCE BANCSHARES P 2015-04-01 2023-09-28 3324 1964 1360 1360 DUTCH BROS INC P 2022-09-12 2023-10-05 51729 92178 -40449 -40449 INFINERA CORP P 2021-05-10 2023-02-03 30641 36093 -5452 -5452 KYNDRYL HLDGS INC P 2021-02-05 2023-02-03 2765 5091 -2326 -2326 NEWMONT CORP P 2021-03-03 2023-10-05 71579 108593 -37014 -37014 OMEGA HLTHCARE INVTS P 2022-02-04 2023-10-05 482778 430340 52438 52438 ORGANON & CO P 2021-05-03 2023-02-03 3015 3687 -672 -672 PRFICIENT INC P 2022-01-23 2023-02-03 82226 100847 -18621 -18621 PROSUS N V P 2021-03-01 2023-10-05 24686 48226 -23540 -23540 SOUTHERN COPPER CORP P 2021-05-30 2023-05-12 137733 149777 -12044 -12044 UNITED MICROELECTRONIC P 2021-10-12 2023-02-03 25655 29160 -3505 -3505 VERIZON COMMUNICATN P 2021-01-19 2023-02-03 166096 228140 -62044 -62044 ALLIANCEBERNSTEIN HOL P 2022-01-26 2023-06-12 67739 95917 -28178 -28178 PROSUS NV P 2021-03-01 2023-09-26 1 2 -1 -1 ENERGY TRANSFER LP P 2021-01-01 2023-12-31 15984 -15984 -15984 ALLIANCEBERNSTEIN HOL P 2023-01-01 2023-12-31 8 8 8 ALLIANCEBERNSTEIN HOL P 2022-01-01 2023-12-31 2939 -2939 -2939 CAPITAL GAINS DIVIDENDS P 2507 2507 2507 356286 7462 0 7462 0 7462 0 0 0 0 0 243 7705 0 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 0 0 1 N/A JOHN G NIKKEL 9186302600 6800 S GRANITE AVE 306 TULSA OK 74136 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JOHN G NIKKEL 6800 S GRANITE AVE 306 TULSA OK 74136 TRUSTEE 0.00 0 0 0 CAROLE A NIKKEL 6800 S GRANITE AVE 306 TULSA OK 74136 TRUSTEE 0.00 0 0 0 ROBERT E NIKKEL 8424 S 69TH EAST AVENUE TULSA OK 74133 TRUSTEE 0.00 0 0 0 MELODY A MCSPARRAN 13108 MEADOW LANE LEAWOOD KS 66209 TRUSTEE 0.00 0 0 0 NONE 0 NONE 0 0 5730548 328908 0 6059456 0 0 6059456 90892 5968564 298428 298428 7462 7638 15100 283328 0 283328 0 283328 299500 0 299500 283328 281040 0 0 299500 281040 0 0 18460 0 0 0 0 0 0 0 0 264868 0 0 0 X CRISTO REY KANSAS CITY 211 WEST LINWOOD BLVD KANSAS CITY MO 64111 NONE 501(C)(3) GENERAL FUND. 40000 CROSSOVER PREP ACADEMY 940 E 35TH ST N TULSA OK 74106 NONE 501(C)(3) GENERAL FUND. 80000 ELAM MINISTRIES 5755 NORTH POINT PARKWAY STE 217 ALPHARETTA GA 30022 NONE 501(C)(3) GENERAL FUND. 30000 KANSAS CITY CHRISTIAN SCHOOL 4801 WEST 79TH STREET PRAIRE VILLAGE KS 66208 NONE 501(C)(3) GENERAL FUND. 30000 METRO CHRISTIAN ACADEMY 6363 SOUTH TRENTON AVENUE TULSA OK 74136 NONE I GENERAL FUND. 40000 TABOR COLLEGE 400 SOUTH JEFFERSON HILLSBORO KS 67063 NONE I GENERAL FUND. 5000 CALM MINISTRIES PO BOX 232 TRUSSVILLE AL 35173 NONE I GENERAL FUND. 25000 SAMARITANS PURSE PO BOX 3000 BOONE NC 28607 NONE I GENERAL FUND. 10000 HIS OUTREACH MINISTRIES 1225 VAL GENES RD EDMOND OK 73003 NONE 501(C)(3) GENERAL FUND 5000 SOUTHERN HILLS BAPTIST CHURCH 2218 E 56TH PLACE TULSA OK 74105 NONE 501(C)(3) BUILDING FUND 6500 WHEATON COLLEGE 501 COLLEGE AVE WHEATON IL 60187 NONE 501(C)(3) GENERAL FUND 20000 INSIDE OUT 2224 EAST 56TH PLACE TULSA OK 74105 NONE 501(C)(3) GENERAL FUND 4000 THE GATHERING PLACE 2650 S JOHN WILLIAMS WAY TULSA OK 74114 NONE 501(C)(3) GENERAL FUND 4000 299500 0 14 2580 14 204521 01 356286 ALLIANCE BERNSTEIN 900003 3503 ENERGY TRANSFER 900003 38667 BLACKSTONE MINERALS 900003 11022 MISCELLANEOUS 900003 7087 DORCHESTER 900003 -19605 40674 563387 0 604061 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 3850 3850 0 CORPORATE STOCK 4642524 4303013 INVESTMENT IN LLC 103230 1121265 1954220 INVESTMENT INTEREST EXPENSE 2303 2303 0 N/D EXPENSES 48 0 0 ALLIANCE BERNSTEIN 3503 3503 ENERGY TRANSFER 38667 38667 BLACKSTONE MINERALS 11022 11022 MISCELLANEOUS 7087 7087 DORCHESTER -19605 -19605 MANAGEMENT FEES 146 146 0 FEDERAL TAXES 2372 0 0 OKLAHOMA TAXES 135 0 0 FOREIGN TAX PAID 9123 9123 0