2024-11-15T13:27:40-08:00 2023-12-31 205861398 HSPG & ASSOCIATES PC 5400 N GRAND BLVD STE 330 OKLAHOMA CITY OK 73112 990PF 2023-01-01 731463646 THE JOULLIAN FOUNDATION INC JOUL 4057489400 9800 NORTH OKLAHOMA AVENUE OKLAHOMA CITY OK 731147406 MARION STORY PRESIDENT 4057489400 2024-11-13 true true ERIC F PERCIVAL P00295636 4058449995 2023 2024-10-15 13:58:12Z X 6840682 X 0 X 4022 4022 227838 212895 387229 2609904 387229 7599 0 1107 1107 620196 605253 7599 93200 4660 88540 0 4250 2125 2125 0 20156 20010 15758 15758 15383 15383 38530 38530 187277 96466 90665 324681 324681 511958 96466 415346 108238 508787 7599 46416 66 66 82856 107464 107464 0 0 2490703 3344929 5114712 1243811 1695046 1618440 1173939 0 0 0 0 0 0 0 5037725 5147505 6840682 14092 15634 0 0 0 0 14092 15634 X 5023633 5131871 5023633 5131871 5037725 5147505 5023633 108238 5131871 5131871 SEE ATTM P 2022-12-31 2023-12-31 547899 0 479353 68546 0 0 0 68546 SEE ATTM P 2023-12-31 2023-12-31 512005 0 504406 7599 0 0 0 7599 SALE OF 7203 NICHOLS ROAD D 2020-01-13 2023-05-05 1550000 141819 1380735 311084 0 0 0 311084 387229 7599 7072 0 7072 0 7072 0 0 0 0 X 9 7081 0 false false false false false false false true true OK true false false false false true N/A MARION STORY 4057489217 9800 NORTH OKLAHOMA AVENUE OKLAHOMA CITY OK 731147406 false false false false true false false false false false false false false false false false false false false false false false MARION J STORY 9800 NORTH OKLAHOMA AVENUE OKLAHOMA CITY OK 731147406 PRESIDENT 10.00 92000 0 0 E CAREY JOULLIAN IV 9800 NORTH OKLAHOMA AVENUE OKLAHOMA CITY OK 731147406 VICE PRESIDENT 5.00 0 0 0 ALICE B MEARES 9800 NORTH OKLAHOMA AVENUE OKLAHOMA CITY OK 731147406 ASSISTANT SEC/TREAS. 10.00 1200 0 0 NONE 0 NONE 0 N/A 0 NONE 0 0 0 5882841 93806 0 5976647 0 5976647 89650 5886997 294350 294350 7072 7072 287278 287278 287278 415346 0 415346 287278 153850 0 0 0 0 0 0 415346 153850 0 261496 0 0 0 0 0 25782 0 0 0 0 0 0 0 NA MARION JOULLIAN STORY 9800 NORTH OKLAHOMA AVENUE OKLAHOMA CITY OK 731147406 4057489400 WRITTEN REQUESTS, INCLUDING EXEMPT PURPOSE, INFORMATION ABOUT THE ORGANIZATION AND PROOF OF EXEMPT STATUS UNDER SECTION 501(C)(3) NONE LIMITED TO 501(C)(3) ORGANIZATIONS THE COLONIAL WILLAMSBURG FOUNDATION PO BOX 1776 WILLIAMSBURG VA 23187 N/A GENERAL DONATION 10000 CASADY SCHOOL 9500 N PENNSYLVANIA AVE OKLAHOMA CITY OK 73156 N/A GENERAL DONATION 80500 BOYS & GIRLS OF OKLAHOMA COUNTY PO BOX 18701 OKLAHOMA CITY OK 73154 N/A GENERAL DONATION 10000 TRINITY SCHOOL 3200 NORTH WALKER AVENUE OKLAHOMA CITY OK 73118 N/A GENERAL DONATION 10000 BOYS AND GIRLS CLUBS OF BOSTON 200 HIGH STREET 3RD FLOOR BOSTON MA 02110 N/A GENERAL DONATION 5000 REGIONAL FOOD BANK PO BOX 270968 OKLAHOMA CITY OK 73137 N/A GENERAL DONATION 42854 EISENHOWER HEALTH FOUNDATION 39000 BOB HOPE DRIVE RANCHO MIRAGE CA 92270 N/A GENERAL DONATION 10000 MAYO CLINIC 200 FIRST STREET SOUTHWEST ROCHESTER MN 55905 N/A GENERAL DONATION 5000 OKLAHOMA CITY NATIONAL MEMORIAL MUSEUM 620 NORTH HARVEY AVENUE OKLAHOMA CITY OK 73102 N/A GENERAL DONATION 10000 NICHOLS HILLS UNITED METHODIST CHURCH 1212 BEDFORD DRIVE OKLAHOMA CITY OK 73116 N/A GENERAL DONATION 10000 TRINITY UNIVERSITY ONE TRINITY PLACE SAN ANTONIO TX 78212 N/A GENERAL DONATION 50000 OKLAHOMA STATE UNIVERSITY FOUNDATION 400 SOUTH MONROE STILLWATER OK 74074 N/A GENERAL DONATION 25000 OKLAHOMA GEOLOGICAL FOUNDATION PO BOX 7565 EDMOND OK 73083 N/A GENERAL DONATION 500 DUKE UNIVERSITY BOX 90581 DURHAM NC 27708 N/A GENERAL DONATION 10000 UNIVERSITY OF OKLAHOMA FOUNDATION 100 W TIMBERDELL ROAD NORMAN OK 73019 N/A GENERAL DONATION 10000 BOYS AND GIRLS CLUBS OF OKLAHOMA COUNT PO BOX 18701 OKLAHOMA CITY OK 73154 N/A GENERAL DONATION 10000 THE ANNA'S HOUSE FOUNDATION 1101 NORTH BRYANT AVENUE EDMOND OK 73034 N/A GENERAL DONATION 5000 TEEN RECOVERY SOLUTIONS 730 WEST WILSHIRE BOULEVARD SUITE 1 OKLAHOMA CITY OK 73116 N/A GENERAL DONATION 10000 AMERICAN CANCER SOCIETY 8400 SILVER CROSSING OKLAHOMA CITY OK 73132 N/A GENERAL DONATION 77 BETHANY CHILDREN'S HEALTH CENTER 6800 NORTHWEST 39TH EXPRESSWAY BETHANY OK 73008 N/A GENERAL DONATION 150 DIABETES SOLUTIONS OF OKLAHOMA 3333 NORTHWEST 63RD STREET SUITE 10 OKLAHOMA CITY OK 73116 N/A GENERAL DONATION 150 FISHER HOUSE FOUNDATION INC 123 TWINBROOK PARKWAY SUITE 410 ROCKVILLE MD 20852 N/A GENERAL DONATION 150 SISU YOUTH SERVICES 2129 NORTHWEST 30TH STREET OKLAHOMA CITY OK 73112 N/A GENERAL DONATION 150 WEATHERFORD FOOD RESOURCE CENTER 122 SOUTH 8TH STREET WEATHERFORD OK 73096 N/A GENERAL DONATION 150 OKLAHOMA MEDICAL RESEARCH FOUNDATION 825 NORTHEAST 13TH STREET OKLAHOMA CITY OK 73104 N/A GENERAL DONATION 10000 324681 14 4022 14 227838 16 18 387229 ROYALTY INCOME 15 1107 620196 620196 false false false false false false false false false false HSPG & ASSOC. PC TAX PREPARATION 4250 2125 NONE 0 3536.981 SH FIDELITY INTL INDX-INST PRM Purchased 2023-06 163550 159322 4228 265.398 SH FIDELITY 500 INDEX FUND 2023-01 2023-01 35903 35850 53 305.128 SH FIDELITY 500 INDEX FUND 2023-05 Purchased 2023-05 44536 43655 881 107.967 SH FIDELITY 500 INDEX FUND 2023-05 Purchased 2023-05 16533 15447 1086 279.816 SH FIDELITY 500 INDEX FUND 2023-05 Purchased 2023-08 42876 40033 2843 149.235 SH FIDELITY 500 INDEX FUND Purchased 2023-12 24458 23169 1289 252 SH ISHARES CORE S&P MIDCAP ETF 2023-07 Purchased 2023-12 66497 68145 -1648 601 SH ISHARES US TREASURY BOND ETF 2023-05 Purchased 2023-12 13509 14014 -505 906 SH ISHARES US TREASURY BOND ETF 2023-05 Purchased 2023-12 20360 21126 -766 619 SH JPMORGAN BETABUILDERS EUROPE ETF 2023-05 Purchased 2023-07 34097 34137 -40 430 SH JPMORGAN BETABUILDERS EUROPE ETF Purchased 2023-07 23903 23068 835 1 SH JPMORGAN BETABUILDERS CANADA 2023-05 Purchased 2023-06 60 61 -1 428 SH JPMORGAN BETABUILDERS CANADA 2023-05 Purchased 2023-06 25723 26379 -656 2204 SH ISHARES US TREASURY BOND ETF 2021-04 Purchased 2023-12 49540 58125 -8585 1894 SH ISHARES US TREASURY BOND ETF 2022-10 Purchased 2023-12 42563 42918 -355 140 SH JPMORGAN BETABUILDERS JAPAN ETF 2021-01 Purchased 2023-05 7047 8035 -988 1710.948 SH SIX CIRCLES US UNCONSTR EQ Purchased 2023-05 22191 24210 -2019 2466.488 SH SIX CIRCLES US UNCONSTR EQ 2022-01 Purchased 2023-08 33741 33470 271 2638.129 SH SIX CIRCLES US UNCONSTR EQ 2022-01 Purchased 2023-12 39123 35799 3324 656.006 SH SIX CIRCLES GLOBAL BOND 2020-08 Purchased 2023-05 5373 6685 -1312 5337.220 SH SIX CIRCLES CREDIT OPPORT 2020-11 Purchased 2023-02 47608 54440 -6832 411 SH SPDR S&P 500 ETF TRUST Purchased 2023-01 159725 97601 62124 178 SH SPDR S&P 500 ETF TRUST 2017-03 Purchased 2023-02 73446 42065 31381 373 SH VANGUARD TOTAL BOND MARKET Purchased 2023-12 26666 31594 -4928 373 SH VANGUARD TOTAL BOND MARKET 2022-05 Purchased 2023-12 26663 28758 -2095 299.130 SH VANGUARD TTL INTL BND-ADM 2017-04 Purchased 2023-05 5809 6515 -706 419.579 SH VANGUARD TTL INTL BND-ADM 2017-04 Purchased 2023-12 8404 9138 -734 SALE OF 7203 NICHOLS ROAD HOUSE 2020-01 Donated 2023-05 1550000 1300000 80735 311084 141819 INVESTMENT FEES 38510 38510 MISCELLANEOUS -6 -6 ROYALTY OTHER EXPENSES 26 26 ROYALTY INCOME 1107 1107 PAYROLL TAXES 7276 7130 FOREIGN TAXES 4180 4180 REAL ESTATE TAXES 8646 8646 ROYALTY GPT 54 54