2024-06-24T16:32:46-05:00 2023-12-31 730941849 BRYAN LITTLE HALEY & KENT PC P O BOX 2306 BARTLESVILLE OK 740052306 990PF 2023-01-01 266161910 JEANALEE AND CHARLES PARSONS FOUNDATION JEAN 9183361433 PO BOX 2306 BARTLESVILLE OK 74005 HARVEY L LITTLE MANAGING TRUSTEE 9183361433 2024-06-20 1 HARVEY LITTLE XXX-XX-XXXX 0 HARVEY L LITTLE P00394717 9183361433 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 15912053 X X 314411 314411 378675 2154358 378675 693086 693086 0 15266 3623 0 11643 11915 0 0 11915 102381 102381 0 0 3539 2651 0 888 47 47 0 0 133148 108702 0 24446 736046 736046 869194 108702 0 760492 -176108 584384 0 99808 38776 38776 1423863 319094 319094 5344660 5290373 8865575 5536578 6554335 6688608 12404909 12202578 15912053 0 0 X 12404909 12202578 12404909 12202578 12404909 12202578 12404909 -176108 0 12228801 26223 12202578 WELLS FARGO 1511 CAP GAINS P 2023-12-31 1364 1364 1364 WELLS FARGO 1511 P 2023-12-31 679249 622668 56581 56581 WELLS FARGO 6395 P 2023-12-31 140000 140000 0 0 WELLS FARGO 6395 P 2023-12-31 174971 174971 0 0 WELLS FARGO 9378 P 2023-12-31 346 373 -27 -27 WELLS FARGO 9378 P 2023-12-31 260683 200471 60212 60212 LPL CAPITAL GAINS P 2023-12-31 3027 3027 3027 LPL CAPITAL GAINS P 2023-12-31 52 53 -1 -1 LPL CAPITAL GAINS P 2023-12-31 372544 166552 205992 205992 LPL CAPITAL GAINS P 2023-12-31 215 215 0 0 RAYMOND JAMES CAPITAL GAINS P 2023-12-31 200109 183607 16502 16502 RAYMOND JAMES CAPITAL GAINS P 2023-12-31 321082 286057 35025 35025 RAYMOND JAMES CAPITAL GAINS P 2023-12-31 716 716 0 0 378675 8123 0 8123 0 8123 6500 0 10000 0 16500 0 8377 8377 0 0 0 0 0 0 0 0 0 0 0 1 1 OK 0 0 0 0 0 1 N/A HARVEY L LITTLE 9183361433 412 E FIFTH BARTLESVILLE OK 74003 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 HARVEY L LITTLE 412 E FIFTH PO BOX 2306 BARTLESVILLE OK 740052306 CHAIRMAN 3.00 15266 0 0 BRUCE W ROBINETT 117 W FIFTH PO BOX 1066 BARTLESVILLE OK 740051066 TRUSTEE 0.00 0 0 0 TATTON MANNING 2215 SUNSHINE COURT BARTLESVILLE OK 74006 TRUSTEE 0.00 0 0 0 JESS KANE 117 W FIFTH PO BOX 1066 BARTLESVILLE OK 740051066 TRUSTEE 0.00 0 0 0 NONE 0 NONE 0 0 14481919 902228 0 15384147 0 0 15384147 230762 15153385 757669 757669 8123 8123 749546 0 749546 0 749546 760492 0 760492 749546 747350 0 0 760492 747350 0 0 13142 0 0 0 0 0 0 0 0 736404 0 0 0 HARVEY LITTLE PO BOX 2306 BARTLESVILLE OK 740052306 9183361433 THE APPLICATION SHOULD BE IN A LETTER FORM AND SHOULD INCLUDE EVIDENCE OF 501(C)(3) STATUS AND SHOULD STATE AMOUNT REQUESTED, NATURE OF THE REQUEST AND EVIDENCE OF HOW THE FUNDS WILL BE USED IN THE BARTLESVILLE, OKLAHOMA AREA. NONE SUBJECT TO BOARD DISCRETION BARTLESVILLE COMMUNITY CENTER PO BOX 1027 BARTLESVILLE OK 74005 NONE CHARITABLE ORGANIZAT UNITY SQUARE SHADE STRUCTURE, BACKSTAGE PARKING LOT CONCRETE 25000 BARTLESVILLE EDUCATION PROMISE PO BOX 2323 BARTLESVILLE OK 74005 NONE CHARITABLE ORGANIZAT OPERATIONS 15000 BOYS AND GIRLS CLUB OF BARTLESVILLE 401 S SEMINOLE BARTLESVILLE OK 74003 NONE CHARITABLE ORGANIZAT DEWEY FACILITY 75000 CITY OF BARTLESVILLE 401 S JOHNSTONE BARTLESVILLE OK 74003 NONE CHARITABLE ORGANIZAT DISCRETIONARY 2500 DAUGHTERS OF THE AMERICAN REVOLUTION 17838 N 4013 DRIVE BARTLESVILLE OK 74006 NONE CHARITABLE ORGANIZAT RESTORE BARTLES MAUSOLEUM 3500 WASHINGTON COUNTY ELDER CARE 1223 SWAN DRIVE BARTLESVILLE OK 74006 NONE CHARITABLE ORGANIZAT AUDIO VISUAL EQUIPMENT 28600 FRANK PHILLIPS FOUNDATION PO BOX 1647 BARTLESVILLE OK 74005 NONE CHARITABLE ORGANIZAT DISCRETIONARY 5000 HOPE CLINIC PO BOX 4025 BARTLESVILLE OK 74006 NONE CHARITABLE ORGANIZAT OFFICE EQUIPMENT 10000 JOURNEY HOME 900 WASHINGTON BLVD BARTLESVILLE OK 74006 NONE CHARITABLE ORGANIZAT DISCRETIONARY 2500 K-LIFE OF BARTLESVILLE PO BOX 3994 BARTLESVILLE OK 74005 NONE CHARITABLE ORGANIZAT DISCRETIONARY 10000 LIGHTHOUSE OUTREACH 1411 W HENSLEY BARTLESVILLE OK 74003 NONE CHARITABLE ORGANIZAT TRANSITIONAL HOUSE REBUILD 35000 ON THE ROCK PO BOX 442 BARTLESVILLE OK 74005 NONE CHARITABLE ORGANIZAT CREAMERY BUILDING CONSTRUCTION 100000 PATHS TO INDEPENDENCE 4620 E FRANK PHILLIPS BLVD BARTLESVILLE OK 74006 NONE CHARITABLE ORGANIZAT CAPITAL CAMPAIGN 45000 RICHARD KANE YMCA OF BARTLESVILLE 110 NORTH OSAGE BARTLESVILLE OK 74003 NONE CHARITABLE ORGANIZAT DISCRETIONARY 5000 WASHINGTON COUNTY 4-H 205 E 12TH STREET DEWEY OK 74029 NONE CHARITABLE ORGANIZAT DISCRETIONARY 2500 FRIENDS OF THE KIDDIE PARK PO BOX 405 BARTLESVILLE OK 74005 NONE CHARITABLE ORGANIZAT CAPITAL CAMPAIGN - NEW RIDES 100000 GREEN COUNTRY VILLAGE INC 1025 SWAN DR BARTLESVILLE OK 74006 NONE CHARITABLE ORGANIZAT STAIN GLASS RENOVATION 15000 HOPESTONE CANCER SUPPORT CENTER OF BARTLESVILLE 206 SE FRANK PHILLIPS BLVD BARTLESVILLE OK 74003 NONE CHARITABLE ORGANIZAT KITCHEN 25000 PROJECT TRIBUTE FOUNDATION 4200 SE ADAMS RD BARTLESVILLE OK 74006 NONE CHARITABLE ORGANIZAT FIREFIGHTER SAFETY EQUIPMENT 4835 ROOM AT HIS TABLE PUPPET MINISTRY 512-C SE WASHINGTON BLVD BARTLESVILLE OK 74006 NONE CHARITABLE ORGANIZAT TRAILER AND STATE 10511 WASHINGTON COUNTY SENIOR CITIZEN INC 300 ANGUS DEWEY OK 74029 NONE CHARITABLE ORGANIZAT ROOF 25000 BARTLESVILLE LIONS CHARITIES INC PO BOX 2163 BARTLESVILLE OK 74005 NONE CHARITABLE ORGANIZAT BUILDING RENOVATION 30000 WESTSIDE COMMUNITY ASSOCIATION OF BARTLESVILLE 501 S BUCY BARTLESVILLE OK 74003 NONE CHARITABLE ORGANIZAT CAPITAL EQUIPMENT 28600 FRIENDS OF DEWEY PARKS 608 S BARCLAY DEWEY OK 74029 NONE CHARITABLE ORGANIZAT PLAYGROUND EQUIPMENT 15000 HEART MATTERS INC 3401 PRICE RD BARTLESVILLE OK 74006 NONE CHARITABLE ORGANIZAT TUESDAY HOUSE EXPANSION 75000 OKLAHOMA WESLEYAN UNIVERSITY - DEPT OF NURSING 2201 SILVERLAKE BARTLESVILLE OK 74006 NONE CHARITABLE ORGANIZAT PATIENT SIMULATOR 30000 OKLAHOMA WESLEYAN UNIVERSITY - DEPT OF NURSING 205 E 12TH STREET BARTLESVILLE OK 74006 NONE CHARITABLE ORGANIZAT DISCRETIONARY 10000 BARTLESVILLE EDUCATION PROMISE 208 E 4TH ST BARTLESVILLE OK 74003 NONE CHARITABLE ORGANIZAT DISCRETIONARY 2500 736046 BOYS AND GIRLS CLUB OF BARTLESVILLE 401 S SEMINOLE BARTLESVILLE OK 74003 NONE CHARITABLE ORGANIZAT DEWEY FACILITY ADDITIONAL GRANT 75000 PATHS TO INDEPENDENCE 4620 E FRANK PHILLIPS BLVD BARTLESVILLE OK 74006 NONE CHARITABLE ORGANIZAT CAPITAL CAMPAIGN 15000 FRIENDS OF THE KIDDIE PARK PO BOX 405 BARTLESVILLE OK 74005 NONE CHARITABLE ORGANIZAT CAPITAL CAMPAIGN - NEW RIDES 100000 OKLAHOMA WESLEYAN UNIVERSITY 2201 SILVERLAKE BARTLESVILLE OK 74006 NONE CHARITABLE ORGANIZAT STUDENT HOUSING FACILITY 500000 B THE LIGHT MISSION FOUNDATION PO BOX 3214 BARTLESVILLE OK 74006 NONE CHARITABLE ORGANIZAT BUILDING RENOVATION 50000 BARTLESVILLE PUBLIC SCHOOL FUND #2 1100 SW JENNINGS AVE BARTLESVILLE OK 74003 NONE CHARITABLE ORGANIZAT WAYSIDE PLAYGROUND EQUIPMENT 40000 CITY CHURCH 4222 RICE CREEK ROAD BARTLESVILLE OK 74006 NONE CHARITABLE ORGANIZAT FOOD DISTRIBUTING BUILDING 40000 820000 14 314411 378675 0 314411 378675 693086 8 CAPITAL GAIN (LOSS) ON INVESTMENTS 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 11915 0 0 11915 OKLAHOMA NO LONGER REQUIRES THE FILING OF A 990-PF WITH THE ATTORNEY GENERAL. ALL OPERATIONS OF THIS ENTITY ARE IN OKLAHOMA MARKETABLE SECURITIES-EQUITY 5290373 8865575 MARKETABLE SECURITIES-MUTUAL FUNDS FMV 1709785 1870197 MARKETABLE SECURITIES-BOND FD FMV 3785928 3741814 MARKETABLE SECURITIES-OTHER FMV 1058622 1076597 CHANGES IN VALUE 26223 MAGELLAN MIDSTREAM PTNRS-LOSS 41 41 0 0 MAGELLAN MIDSTREAM PTNRS-CONTRIBUTIONS 2 2 0 0 MAGELLAN MIDSTREAM PTNRS-NON DEDUCTIBLE 4 4 0 0 INVESTMENT ADVISORY FEES 102381 102381 0 0 MEDICARE/SOC SEC TAXES 1168 280 0 888 FOREIGN TAX WITHHELD 2371 2371 0 0