2024-10-29T13:00:29-05:00 2023-12-31 731413977 HOGANTAYLOR LLP 2222 SOUTH UTICA PL SUITE 200 TULSA OK 74114 990PF 2023-01-01 206744052 CARMICHAEL FOUNDATION CARM 9187434300 2121 S COLUMBIA SUITE 650 TULSA OK 74114 CAROL B WILSON DIRECTOR 9187434300 2024-10-28 1 1 MEGAN COURTNEY P01571790 9187452333 2024-10-28 2023 2024-10-15 13:58:12Z X 3324284 X 183302 89 89 95590 95590 39458 123738 39458 250 250 318689 135387 0 0 0 1200 1200 0 4348 319 0 33 33 0 5581 1552 0 132000 132000 137581 1552 132000 181108 133835 22025 21932 28132 1145000 1220000 1220000 1379851 1524568 2073084 72483 0 0 -250 3068 3068 2619109 2769568 3324284 0 0 X 0 0 0 0 2619109 2769568 2619109 2769568 2619109 2769568 2619109 181108 0 2800217 30649 2769568 SPHERE ENTERTAINMENT CO CLASS 2023-06-06 4061 505 3556 3556 GCI LIBERTY INC 2023-05-22 2023-05-22 507 507 507 COHEN & STEERS 2010-10-01 2023-06-06 5846 4636 1210 1210 AMERICAN CENTURY ONE CHOICE 2023-05-30 59758 64667 -4909 -4909 AMERICAN CENTURY ONE CHOICE 2022-12-28 2023-05-30 7053 7816 -763 -763 AEROJET ROCKETDYNE 2002-12-09 2023-08-01 46400 6656 39744 39744 CAPITAL GAINS DIVIDENDS P 113 113 113 39458 1860 0 1860 0 1860 4029 0 0 0 4029 X 37 2132 2132 0 0 0 0 0 0 0 0 0 0 0 1 1 OK 1 0 0 0 0 1 N/A THE FOUNDATION 9187434300 2121 S COLUMBIA SUITE 650 TULSA OK 74114 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MICHAEL R WILSON 2121 S COLUMBIA SUITE 650 TULSA OK 74114 DIRECTOR 0.00 0 0 0 CAROL B WILSON 2121 S COLUMBIA SUITE 650 TULSA OK 74114 DIRECTOR 0.00 0 0 0 NONE 0 NONE 0 0 1626089 1252999 0 2879088 0 0 2879088 43186 2835902 141795 141795 1860 1860 139935 0 139935 0 139935 132000 0 132000 139935 948 0 0 132000 948 0 0 131052 0 0 0 0 0 0 0 0 8883 0 0 0 MICHAEL R WILSON CAROL B WILSON X ASSISTANCE LEAGUE OF TULSA 5350 E 31ST ST TULSA OK 74135 NONE 501(C)3 ORGANIZATION ASSISTANCE 3000 COMMUNITIES FOUNDATION OF OK 801 NW 63RD ST SUITE 200 OKLAHOMA CITY OK 73116 NONE 501(C)3 ORGANIZATION ASSISTANCE 5000 EDMOND MOBILE MEALS 25 W 3RD ST EDMOND OK 73003 NONE 501(C)3 ORGANIZATION ASSISTANCE 8000 FREE TO LIVE INC P O BOX 5884 EDMOND OK 73083 NONE 501(C)3 ORGANIZATION ANIMAL SANCTUARY 10000 HOPE CENTER OF EDMOND P O BOX 2915 EDMOND OK 73083 NONE 501(C)3 ORGANIZATION ASSISTANCE 8000 INFANT CRISIS SERVICES 4224 N LINCOLN BLVD OKLAHOMA CITY OK 73105 NONE 501(C)3 ORGANIZATION ASSISTANCE 5000 NEADS P O BOX 1100 PRINCETON MA 01541 NONE 501(C)3 ORGANIZATION ASSISTANCE 5000 OKLAHOMA MUSUEMS ASSOCIATIONS 2100 NE 52ND ST OKLAHOMA CITY OK 73111 NONE 501(C)3 ORGANIZATION ASSISTANCE 5000 PARENT PROMISE 4323 NW 63RD ST SUITE 200 OKLAHOMA CITY OK 73116 NONE 501(C)3 ORGANIZATION ASSISTANCE 10000 PAWS FOR LIFE INC P O BOX 3211 EDMOND OK 73083 NONE 501(C)3 ORGANIZATION ASSISTANCE 4000 PEPPERS RANCH P O BOX 3814 EDMOND OK 73083 NONE 501(C)3 ORGANIZATION ASSISTANCE 5000 POSITIVE TOMORROWS PO BOX 61190 OKLAHOMA CITY OK 73146 NONE 501(C)3 ORGANIZATION ASSISTANCE 5000 REGIONAL FOOD BANK OF OKLAHOMA 3355 S PURDUE OKLAHOMA CITY OK 73137 NONE 501(C)3 ORGANIZATION FOOD BANK 10000 RONALD MCDONALD HOUSE OF OKC 1301 NE 14TH STREET OKLAHOMA CITY OK 73117 NONE 501(C)3 ORGANIZATION ASSISTANCE 5000 SMILE TRAIN INC 41 MADISON AVE 28TH FLOOR NEW YORK NY 10010 NONE 501(C)3 ORGANIZATION ASSISTANCE 3000 ST JUDE'S CHILDREN'S RESEARCH HOSPITAL 262 DANNY THOMAS PLACE MEMPHIS TN 38105 NONE 501(C)3 ORGANIZATION ASSISTANCE 2000 THE BELLA FOUNDATION PO BOX 20035 OKLAHOMA CITY OK 73156 NONE 501(C)3 ORGANIZATION ASSISTANCE 3000 THE CHILDRENS CENTER INC 6800 NW 39TH EXPRESSWAY BETHANY OK 73008 NONE 501(C)3 ORGANIZATION ASSISTANCE 5000 THE FISTULA FOUNDATION 1922 THE ALAMEDA SUITE 302 SAN JOSE CA 95126 NONE 501(C)3 ORGANIZATION ASSISTANCE 3000 FRIENDS FOR FOLKS INC 3334 W MAIN ST BOX 334 NORMAN OK 73072 NONE 501(C)3 ORGANIZATION ASSISTANCE 5000 FRIENDS OF UNITED HATZALAH INC 442 5TH AVE 1866 NEW YORK NY 10018 NONE 501(C)3 ORGANIZATION ASSISTANCE 5000 THE ISRAEL GUIDE DOG CENTER FOR THE BLIND 968 EASTON ROAD SUITE H WARRINGTON PA 18976 NONE 501(C)3 ORGANIZATION ASSISTANCE 5000 STEPHEN STILLER TUNNEL TO TOWERS FOUNDATION 2361 HYLAN BOULEVARD STATEN ISLAND NY 10306 NONE 501(C)3 ORGANIZATION ASSISTANCE 5000 US WAR SOGS ASSOCIATION INC 102 W PENNSYLVANIS ABE TOWSON MD 21204 NONE 501(C)3 ORGANIZATION ASSISTANCE 2000 TULSA DEBATE LEAGUE INC PO BOX 35711 TULSA OK 74153 NONE 501(C)3 ORGANIZATION ASSISTANCE 6000 132000 0 14 89 14 95590 14 250 18 39458 0 135387 0 135387 0 0 0 0 0 0 0 0 0 0 X X 1 MICHAEL R AND CAROL B WILSON 2121 S COLUMBIA SUITE 650 TULSA OK 74114 183302 X 1 400 SHARES HERC HOLDINGS 48744 2023-12-06 1 800 SHARES MUELLER INDUSTRIES 34296 2023-12-06 1 400 SHARES SONY GROUP CORP 34532 2023-12-06 1 500 RYMAN HOSPITALITY INC REIT 50360 2023-12-06 1 200 SHARES TEXTRON INC 15370 2023-12-06 TAX RETURN PREPARATION 1200 1200 0 83 SHARES HONEYWELL 13776 0 12 SHARES WASTE MANAGEMENT 1354 0 800 SHARES OF MUELLER INDS 34296 34296 400 SHARES OF TEXTRON 15370 15370 500 SHARES CTS CORP 21005 21870 400 SHARES SOUTHWEST GAS 28580 25340 561 SHARES LIBERTY INTERACTIVE GCI 31169 26192 400 SHARES SENSIENT TECHNOLOGIES 39784 26400 200 SHARES ENPRO 23910 31348 835 SHARES FLOWSERVE 28059 34419 400 SHARES OF SONY 34532 34532 500 SHARES MADISON SQUARE 19922 35461 717 SHARES EVERGY/WESTAR 32420 37427 576 SHARES ARCHER 30090 41599 400 SHARES TEXTRON, INC. 28592 48252 400 SHARES OF HERCULES HOLDINGS, INC 48744 48744 500 SHARES RYMAN HOSPITALITY PR - REIT 50360 50360 158 SHARES HONEYWELL 24490 50540 329 SHARES ABBVIE INC 50032 50985 300 SHARES WASTE MANAGEMENT 32610 55879 1866 SHARES COLUMBIA EM CORE 52259 56484 800 SHARES MONDELEZ 42672 57944 2258 SHARES WILLIAMS 43504 78646 1778 SHARES VANGUARD FTSE 80017 85166 911 SHARES SCHWAB US SMALL CAP 62877 86302 522 SHARES SONY 39714 87304 600 SHARES MUELLER INDS INC 41910 94300 472 SHARES WATTS WATER TECH 25314 98336 194 SHARES UNITEDHEALTH 72001 102135 400 SHARES HERCULES HOLDINGS, INC. 76192 119112 1759 SHARES VANGUARD TOTAL BOND MARKET 150317 129374 1000 SHARES RYMAN HOSPITALITY PR - REIT 90480 165090 1798 SHARES SCHWAB LARGE CAP 158216 243877 RETURN OF CAPITAL -250 OTHER ASSETS 3068 3068 COST BASIS DIFFERENCE OF DONATED STOCK 30649 MISC EXPENSE 33 33 0 MISC INCOME 250 250 250 FOREIGN TAXES WITHHELD 319 319 0 FEDERAL TAX EXPENSE 4029 0 0