2024-10-30T02:53:40-04:00 2024-06-30 990PF 2023-07-01 883282209 Hume Family Foundation % Jeff Hume HUME 5809778200 14700 Dalea Drive Oklahoma City OK 731421912 Jeff Hume President & Director 2024-10-30 2023 2024-10-15 13:58:12Z X 23853438 X 0 X 464025 464025 260094 260094 0 0 0 0 0 1128157 21037650 1128157 0 0 0 0 0 0 0 0 1852276 1852276 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 28192 0 0 0 0 0 0 0 4671 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 443 0 0 0 33306 0 0 0 685000 685000 718306 0 0 685000 1133970 1852276 0 403366 161270 161270 979982 710310 710310 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 976219 0 0 11500706 11300025 14252099 6225932 3523570 3439559 0 0 0 0 0 0 0 5525000 5290200 0 0 0 0 0 0 20086205 21220175 23853438 0 0 0 0 0 0 0 0 0 0 0 0 0 X 20086205 21220175 0 0 20086205 21220175 20086205 21220175 20086205 1133970 21220175 21220175 Public Traded Securities 3647997 0 2776343 871654 871654 Public Traded Securities 11079936 0 10634179 445757 445757 Public Traded Securities 886607 0 901037 -14430 -14430 Public Traded Securities 4563110 0 4737934 -174824 -174824 Structured Note P 2023-07-31 2024-02-05 575000 0 575000 0 0 Structured Notes P 2023-07-31 2024-05-06 285000 0 285000 0 0 1128157 25747 25747 25747 0 0 0 172 25919 0 0 false false false 0 0 0 false false false false true true OK true false false false false true Note - Private Foundation Jeff B Hume 5809778200 14700 Dalea Drive Oklahoma City OK 731421912 false false false false false false false false false false false false false false false false false false false false false Jeff B Hume 14700 Dalea Drive Oklahoma City OK 73142 President & Director 4.00 0 0 0 Francee A Hume 14700 Dalea Drive Oklahoma City OK 73142 Treasurer & Director 2.00 0 0 0 Courtney H Filer 7104 Bowditch Austin TX 73730 Vice President & Director 4.00 0 0 0 Lesley A Keele 1717 Woods Blvd Round Rock TX 78681 Director 1.00 0 0 0 Andrew A Hume 701 N Hudson Suite 404 Oklahoma City OK 73102 Director 1.00 0 0 0 13893043 893527 7112641 21899211 0 0 21899211 328488 21570723 1078536 1078536 25747 0 25747 1052789 0 1052789 0 1052789 685000 0 0 0 0 685000 1052789 633961 0 0 0 0 0 0 685000 633961 51039 0 0 0 0 0 0 0 0 1001750 0 0 0 0 0 0 0 0 Jeff B Francee A Hume None X Sisu Youth Services 2129 NW 30th Street Oklahoma City OK 73112 No Relationship PC Homelessness Recovery 10000 Loaves and Fishes NW Oklahoma 701 E Maine Enid OK 73701 No Relationship PC Food Bank 10000 OU Health - HH Diabetes Center 1105 N Stonewall Avenue Suite 162 Oklahoma City OK 73117 No Relationship PC Diabetes Research 50000 Savannah Station TRP P O Box 852084 Yukon OK 73085 No Relationship PC Therapeutic Equestrian Riding Program 100000 Quail Springs Baptist Church 14613 N May Avenue Oklahoma City OK 73134 No Relationship PC Unrestricted Donation to Capital Building Fund 500000 Friends of Lamar Orchestra 6201 Wynona Ave Austin TX 78757 No Relationship PC Orchestra Scholarships Equipment and Musical Education Programs 15000 685000 0 0 0 0 0 0 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Shares of Southern Pwr Co Sr Note Ser A 93069 88212 Shares of United Parcel Svc Inc Sr Note 128272 124365 Shares of Bank Of India New York Ny Cd Fdic #33648 Iam 0 0 Shares of Apple Computer Inc Note 0 0 Shares of California Institute Tech Ser 2011 126627 120032 Shares of IBM Corp Note 83953 80011 Shares of Idaho Pwr Co Sr Medium Term Note 113116 102537 Shares of Lockheed Martin Corp Ser B Note 79314 71732 Shares of Metlife Inc Sr Note 95282 91426 Shares of New York Presbyterian Hosp Bond Ser 3 A4 0 0 Shares of Southern Ca Gas Co Note 177402 173341 Shares of Sumitomo Mitsui Finl Grp Inc Sr Note 112952 114972 Shares of Toronto Dominion Bk Unsecd Sr Medium Term Note 101605 106507 Shares of Virginia Elec & Pwr Co Sr Unsecd Note Ser C 90172 84568 Shares of Bank Amer Corp Dep Shs Pfd Ser 5 Var 0 0 CGABL Carlyle Finance Llc Sub Note 4.625% 0 0 CLDT'A Chatham Lodging Trust Set A 0 0 CMS'C Cms Energy Corp Pfd C 4.2% 0 0 Shares of Comcast Corp New Note 86913 81305 Enterprise Finl Services Pfd A 5% 0 0 Shares of Federal Agricultural Mortgage Corp Pfd Ser F Perpetual 0 0 Shares of Fedl Home Loan Mtg Corp Medium Term Note 0 0 FCNCO First Citizens Bancshs See C Pfd 0 0 Shares of GS Group Dep Sh Pfd Series D Var Perpetual 0 0 SF'D Stifel Finl Corp Pfd Ser D 0 0 Shares of Enterprise Prods Oper Llc Gtd Sr Note 0 0 Shares of Intel Corp Sr Unsecd Note 155921 155563 Shares of Wisconsin Pub Svc Corp Sr Note 125488 124914 Shares of 3M Company 0 0 Shares of Abbott Laboratories 480265 479129 Shares of Abbvie Inc 0 0 Shares of Accenture PLC Ireland 30447 29431 Shares of Adobie Inc 72761 81109 Shares of Advanced Micro Devices 81383 117440 Shares of Alphabet Inc Cl A 603425 849001 Shares of Amazon.com Inc 576114 794064 Shares of American Express Co 0 0 Shares of American Tower Corp 68286 70949 Shares of Ameriprise Financial Inc 48482 62370 Shares of Amgen Inc 0 0 Shares of Apple Inc 672198 786455 Shares of Applied Materials Inc 61194 102891 Shares of ASML Holding NV 48731 74659 Shares of Autozone Inc 0 0 Shares of Boeing Company 0 0 Shares of Boston Scientific Corp 57502 84172 Shares of Catalent Inc 0 0 Shares of Caterpillar Inc 0 0 Shares of Ceridian Hcm Holding Inc 0 0 Shares of Chevron Corp 276462 286718 Shares of Chipotle Mexican Grill Inc Cl A 102147 153492 Shares of Cisco Systems Inc 0 0 Shares of Citigroup Inc New 0 0 Shares of Coca-cola Company 104361 103750 Shares of Colgate-palmolive Company 0 0 Shares of Conocophillips 308574 296130 Shares of Costco Wholesale Corp 390501 581393 Shares of Danaher Corp 378105 412253 Shares of Deere & Co 413212 393059 Shares of Dow Inc 0 0 Shares of Eli Lilly & Co 451173 702575 Shares of Emerson Electric Co 0 0 Shares of Epam Systems Inc 0 0 Shares of Exxon Mobil Corp 0 0 Shares of GE Healthcare Technologies Inc 444516 437910 Shares of GE Aerospace 294745 455767 Shares of Goldman Sachs Group Inc 0 0 Shares of Graco Inc 0 0 Shares of Home Depot Inc 0 0 Shares of Honeywell Intl Inc 0 0 Shares of Intl Business Machines Corp 0 0 Shares of Invesco QQQ Etf 372776 438865 Shares of Intuit Inc 96814 127499 Shares of Intuitive Surgical Inc 54200 86301 Shares of Ishares S&p 500 Growth Etf 0 0 Shares of Ishares S&p 500 Value Etf 0 0 Shares of Ishares S&p Mid Cap 400 Growth Etf 0 0 Shares of Ishares S&p Mid Cap 400 Value Etf 0 0 Shares of Ishares S&p Small Cap 600 Value Etf 0 0 Shares of Johnson & Johnson 0 0 Shares of Kraft Heinz Co 0 0 Shares of Mastercard Inc Cl 94240 107202 Shares of Medtronic Plc 0 0 Shares of Meta Platforms Inc 568777 746246 Shares of Morgan Stanley 0 0 Shares of Nvidia Corp 141478 178762 Shares of Nextera Energy Inc 0 0 Shares of Nordson Corp 0 0 Shares of O Reilly Automotive Inc 69819 77092 Shares of Palo Alto Networks Inc 34763 49495 Shares of Parker-Hannifin Corp 72623 85988 Shares of Pepsico Inc 0 0 Shares of Pioneer Natural Resources Co 0 0 Shares of Procter & Gamble Co 0 0 Shares of Progressive Corp OH 66791 65636 Shares of Raytheon Technologies Corp 0 0 Shares of S&P Global 37675 43708 Shares of Salesforce Inc 77369 124951 Shares of Schlumberger 5676 4765 Shares of Sherwin Williams Co 67242 79681 Shares of Taiwan Semiconductor Mafg Co Ltd Spon Adr 362695 720964 Shares of Thermo Fisher Scientific Inc 57797 66913 Shares of Travelers Cos Inc 0 0 Shares of Union Pacific Corp 83344 82811 Shares of United Parcel Service Inc Cl B 0 0 Shares of Unitedhealth Group Inc 144105 136482 Shares of Walmart Inc 0 0 Shares of Walt Disney Co 443962 519088 Shares of Zebra Technologies Corp Cl A 0 0 Shares of Transdigm Group Inc 60484 62603 Shares of Trimble Inc 0 0 Shares of TJX COS Inc New 363433 426197 Shares of U S Bancorp De New 0 0 Shares of Uber Technologies Inc 0 0 Shares of Wells Fargo & Co New 473954 576558 Shares of Visa Inc Cl A 586412 636227 Shares of Tyler Technologies Inc 0 0 Shares of Target Corp 0 0 Shares of Realty Income Corp 0 0 Shares of Phillips 66 0 0 Shares of Microsoft Corp 637475 857697 Shares of Keysight Technologies Inc 0 0 Shares of Jpmorgan Chase & Co 0 0 Shares of Ishares S&p Small Cap 600 Growth Etf 0 0 Shares of General Electric Co New 0 0 Shares of Fortune Brands Innovations Inc 0 0 Shares of Eastman Chemical Co 0 0 Shares of Broadcom Inc 361537 595651 976219 0 0 0 Structured Notes AT COST 5525000 5290200 Software and Misc Fees 443 0 0 0 Brokerage Advisory Fees 28192 0 0 0 IRS Tax 3024 0 0 0 OK SOS Fee 26 0 0 0 Foreign Withholding Tax 1621 0 0 0