2024-08-30T14:05:04-05:00 2023-12-31 731326432 D Keith Butler CPA 3407 E 33rd St Tulsa OK 741354433 990PF 2023-01-01 736092820 Herman P and Sophia Taubman Foundation %Bank of Oklahoma Private Wealth HERM 9186191520 5727 S Lewis Ave 800 Tulsa OK 741057149 Bank of Oklahoma Trustee 9186191520 2024-08-26 1 1 D Keith Butler CPA P00245545 9184816868 2024-08-26 X 2023 2024-08-08 14:25:15Z X 1889535 X X 67923 67923 2300126 3421977 2300126 13870 13870 2381919 2381919 8739 8739 0 7000 0 0 17200 13853 0 39 39 0 32978 22631 0 2098000 2098000 2130978 22631 2098000 250941 2359288 712550 534451 534451 45639 1340331 1346910 862062 0 0 666 673 673 7501 7501 7501 7501 1628418 1882956 1889535 0 0 X 1628418 1882956 1628418 1882956 1628418 1882956 1628418 250941 3597 1882956 0 1882956 Adobe Sys Inc 2021-04-16 2023-11-14 30373 26156 4217 4217 Adobe Sys Inc 2021-02-22 2023-11-14 30373 23491 6882 6882 Adobe Sys Inc 2023-09-20 2023-11-14 9112 8100 1012 1012 Alphabet Inc 2011-03-16 2023-11-14 47412 4831 42581 42581 Alphabet Inc 2007-06-26 2023-11-14 109355 10547 98808 98808 Alphabet Inc 2011-03-16 2023-11-14 80845 8379 72466 72466 Alphabet Inc 2007-06-26 2023-11-14 107793 10574 97219 97219 Amazon 2016-04-19 2023-11-14 88031 18793 69238 69238 Apple Computer Inc 2010-02-19 2023-11-14 265906 10290 255616 255616 Berkshire Hathaway Inc 2023-04-15 2023-11-14 140545 18934 121611 121611 Blackrock Inc 2018-05-17 2023-11-14 27158 21407 5751 5751 Blackrock Inc 2018-09-19 2023-11-14 23763 16961 6802 6802 Brookfield Corp 2021-04-20 2023-11-14 26644 35375 -8731 -8731 Brookfield Corp 2023-04-21 2023-11-14 6661 6681 -20 -20 Brookfield Asset Management Ltd 2022-12-15 2023-04-21 6492 6338 154 154 Costco Wholesale Corp 2012-06-22 2023-11-14 174797 27300 147497 147497 Disney, Walt Company 2006-05-24 2023-06-15 55932 17951 37981 37981 Equinix Inc 2021-04-20 2023-11-14 11718 10897 821 821 Equinix Inc 2021-01-25 2023-11-14 31249 28941 2308 2308 Equinix Inc 2021-02-22 2023-11-14 15625 13375 2250 2250 Meta Platforms Inc 2016-08-23 2023-11-14 66935 24950 41985 41985 Meta Platforms Inc 2016-07-15 2023-11-14 33467 11689 21778 21778 Idexx Labs Inc 2021-04-16 2023-11-14 22668 26558 -3890 -3890 Idexx Labs Inc 2020-04-21 2023-11-14 34002 19255 14747 14747 Intuit 2016-04-19 2023-11-14 109810 20736 89074 89074 Johnson & Johnson 2012-11-14 2023-09-20 32567 13834 18733 18733 Johnson & Johnson 2007-06-26 2023-09-20 48851 18543 30308 30308 Lilly Eli & Co 2023-09-20 2023-11-14 60530 57091 3439 3439 Merck & Co Inc 1986-01-14 2023-09-20 42950 1372 41578 41578 Merck & Co Inc 1986-01-14 2023-11-14 61300 2058 59242 59242 Microsoft Corp 1995-09-26 2023-11-14 296074 4444 291630 291630 Netflix Inc 2022-05-20 2023-11-14 56001 74012 -18011 -18011 New York St Urban Dev 2018-01-23 2023-03-15 20000 19819 181 181 Novo-Nordisk 2023-09-20 2023-11-14 59683 56766 2917 2917 Nvidia Corp 2021-04-16 2023-11-14 99051 31964 67087 67087 Nvidia Corp 2021-03-15 2023-11-14 99051 26284 72767 72767 O'Reilly Automotive Inc 2023-09-20 2023-11-14 9970 9492 478 478 O'Reilly Automotive Inc 2023-06-15 2023-11-14 54835 50893 3942 3942 Palo Alto Networks 2021-04-20 2023-11-14 58517 26981 31536 31536 Palo Alto Networks 2021-03-15 2023-11-14 58517 25607 32910 32910 Procter & Gamble Co 1995-03-02 2023-11-14 107026 11445 95581 95581 Prologis Inc 2021-04-20 2023-11-14 10698 11534 -836 -836 Prologis Inc 2021-02-22 2023-11-14 10698 10507 191 191 Prologis Inc 2021-01-25 2023-11-14 26745 25724 1021 1021 Salesforce.com Inc 2017-05-15 2023-11-14 10950 4488 6462 6462 Salesforce.com Inc 2015-09-22 2023-11-14 32850 10755 22095 22095 Salesforce.com Inc 2014-11-24 2023-11-14 65700 17444 48256 48256 Starbucks Corp 2016-04-19 2023-11-14 31327 18261 13066 13066 Starbucks Corp 2018-08-28 2023-11-14 31327 15971 15356 15356 Stryker Corp 2012-01-27 2023-11-14 85728 16467 69261 69261 Stryker Corp 2012-11-14 2023-11-14 57152 10476 46676 46676 Thermo Electron Corp 2021-04-16 2023-11-14 18291 19701 -1410 -1410 Thermo Electron Corp 2021-02-22 2023-11-14 6859 6988 -129 -129 Thermo Electron Corp 2020-04-21 2023-11-14 32010 22437 9573 9573 Union Pacific 2012-02-17 2023-11-14 85433 22238 63195 63195 Visa Inc 2012-12-21 2023-11-14 98473 15068 83405 83405 Accenture PLC 2016-10-20 2023-11-14 48042 17422 30620 30620 Accenture PLC 2019-04-19 2023-11-14 48042 17256 30786 30786 Capital Gains Dividends P 63 63 63 2300126 32794 0 32794 0 32794 9640 0 0 0 9640 0 23154 0 0 0 0 0 0 0 0 0 0 1 1 OK 1 0 0 0 0 1 N/A Bank of Oklahoma NA 9186191520 5727 S Lewis Ave Ste 800 Tulsa OK 741057149 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Bank of Oklahoma 5727 S Lewis Ave Ste 800 Tulsa OK 741057149 Agent 10.00 8739 0 0 H Perry Taubman 5727 S Lewis Ave Ste 800 Tulsa OK 741057149 Trustee 0.50 0 0 0 Hillary L Taubman 5727 S Lewis Ave Ste 800 Tulsa OK 741057149 Trustee 0.50 0 0 0 Anne C Taubman 5727 S Lewis Ave Ste 800 Tulsa OK 741057149 Trustee 0.50 0 0 0 Lawrence Taubman 5727 S Lewis Ave Ste 800 Tulsa OK 741057149 Trustee 0.50 0 0 0 Deborah Taubman 5727 S Lewis Ave Ste 800 Tulsa OK 741057149 Trustee 0.50 0 0 0 Kaaren Shalom 5727 S Lewis Ave Ste 800 Tulsa OK 741057149 Trustee 0.50 0 0 0 NONE 0 NONE 0 0 5061294 894693 0 5955987 0 0 5955987 89340 5866647 293332 293332 32794 32794 260538 0 260538 0 260538 2098000 0 2098000 260538 0 0 1251343 1128035 982553 1909310 1221733 6492974 2098000 0 0 0 260538 1837462 0 0 8330436 0 0 0 0 0 0 1251343 7079093 1128035 982553 1909310 1221733 1837462 Bank of Oklahoma NA Agent 5727 S Lewis Ave Ste 800 Tulsa OK 741057149 9186191520 llabass@bokf.com Written request to Foundation Trustees stating the amount and nature of the request and the contact information of the party requesting contributions None Award must be for charitable, religious, scientific, educational or literary purposes City Forest Credits PO Box 20396 Seattle WA 98102 PC Funding for Staff Salaries & Outside Consultants 125000 Israel Guide Dog Center for the Blind 968 Easton Rd Ste H Warrington PA 18976 PC Funding for Dog Transport Vehicle 47000 Jewish Federation of Greater Dallas 7800 Northaven Rd Dallas TX 752303326 PC Funding to provide life-saving and life-sustaining care to the Jewish community and others in-need Dallas, America and overseas 10000 New Seed Foundation 1130 Bryant St Palo Alto CA 94301 PC Funding for Financial Assistance to Indigent Families 100000 Social Justice Film Institute 7511 Greenwood Ave N Ste 506 Seattle WA 98103 PC Funding for Film Festival & Educational Programs 145000 Spelman College 350 Spelman Ln SW Box 1551 Atlanta GA 30314 PC Funding for Center for Innovation and the Arts 250000 UC San Diego Foundation 9500 Gilman Dr La Jolla CA 920930210 PC Student Fellowships, Center for Marine Biodiversity & Conservation & Wavelengths Programming 220000 Villages of San Mateo County PO Box 813 San Carlos CA 94070 PC Funding for Elderly Transport & Home Maintenance 50000 WA BLOC 1225 S Weller St Ste 400 Seattle WA 98144 PC Funding for Minority Education Programs 125000 Post Partum Health Alliance PO Box 927231 San Diego CA 92192 PC Clinical Care for Pregnant Women & their Families 50000 Friends of Magen David Adom 20 W 36th St Ste 1100 New York NY 10018 PC To Provide Life-Saving Ambulances 400000 Punta Mita Hospital Foundation 350 S Beverly Blvd Beverly Hills CA 90212 PC Hospital Construction Funds 357000 Washington Innocence Project PO Box 85869 Seattle WA 98145 PC Rectifying & Preventing Wrongful Criminal Convictions 119000 Community Partners for Wildwoods PO Box 741265 Los Angeles CA 90074 PC Nature Therapy for Victims of Childhood Trauma 100000 2098000 0 14 67923 15 13870 18 2300126 0 2381919 0 2381919 0 0 0 0 0 0 0 0 0 0 Tax Preparation Fee 7000 0 0 1292446 1298980 47885 47930 Mineral Interest AT COST 673 673 BOC Trustees in Liquidation 6657 6657 6657 Oil & Gas (Net of Expenses) 6708 6708 6708 Interest Income 3 3 3 Kunneman v Marathon Lawsuit Settlement 502 502 502 Book/Tax Adjustments 3597 Investment Fees 13853 13853 0 Notary Expense 3347 0 0 Foreign Tax Withheld 39 39 0