2024-05-14T16:12:01-05:00 2023-06-30 223864557 GIBRALTAR CAPITAL MANAGEMENT 7304 S YALE AVE TULSA OK 74136 990 2022-07-01 736097975 OKLAHOMA EDUCATIONAL MEMORIAL TRUST FDN OKLA 9186339897 PO BOX 470208 TULSA OK 741470208 RICK ARRINGTON PRESIDENT 9186312000 2024-05-14 1 RICK ARRINGTON XXX-XX-XXXX 0 S NEIL JAY P00437380 9184924209 2024-05-13 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z RICK ARRINGTON PO BOX 470208 TULSA OK 741470208 3305440 0 X WWW.OKSCHOLARSHIPS.ORG X 1958 OK PROVIDING, MAINTAINING AND ISSUING SCHOLARSHIPS TO ELIGIBLE NOMINEES OR APPLICANTS FOR ADMISSION TO COLLEGE OR FOR CONTRIBUTIONS TO REGULARLY MAINTAINED SCHOLARSHIP FUNDS OF OTHER FEDERAL TAX EXEMPT COLLEGES AND UNIVERSITIES WITH AN EMPHASIS ON GRADUATES OF TULSA PUBLIC SCHOOLS, TULSA OK. 12 12 0 0 0 0 56830 48819 0 0 726598 70910 16810 18964 800238 138693 116750 156500 0 0 0 0 0 0 0 83519 98375 200269 254875 599969 -116182 10207926 11034761 0 0 10207926 11034761 X PROVIDING, MAINTAINING AND ISSUING SCHOLARSHIPS TO ELIGIBLE NOMINEES OR APPLICANTS FOR ADMISSION TO COLLEGE OR FOR CONTRIBUTIONS TO REGULARLY MAINTAINED SCHOLARSHIP FUNDS OF OTHER FEDERAL TAX EXEMPT COLLEGES AND UNIVERSITIES WITH AN EMPHASIS ON GRADUATES OF TULSA PUBLIC SCHOOLS, TULSA OK. 0 0 156500 156500 COLLEGE LEVEL STUDENT FINANCIAL AID AND SCHOLARSHIPS FOR GRADUATES OF TULSA PUBLIC SCHOOLS, TULSA OK. 156500 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 1 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 OK X X CAPITAL ADVISORS 9185990045 2222 S UTICA PL STE 300 TULSA OK 74114 X SUSAN MCCALMAN TRUSTEE 1.00 X 0 0 0 MADELINA BOWLING TRUSTEE 1.00 X 0 0 0 JOHN C BUMGARNER JR TRUSTEE 1.00 X 0 0 0 EDDIE CREEKPAUM TRUSTEE 1.00 X 0 0 0 DEBI S BOYLES TRUSTEE 1.00 X 0 0 0 KELLY GIBSON TRUSTEE 1.00 X 0 0 0 YOLANDA TAYLOR TRUSTEE 1.00 X 0 0 0 JOHNNA WALKER TRUSTEE 1.00 X 0 0 0 JIM KINCAID TRUSTEE 1.00 X 0 0 0 RICK ARRINGTON PRESIDENT 1.00 X 0 0 0 ANDREW MCKENZIE SECRETARY/TREASURER 1.00 X 0 0 0 FARRYL STOKES VICE-PRESIDENT 1.00 X 0 0 0 0 0 0 0 0 0 0 0 48819 48819 346534 346534 18964 18964 2858623 32500 3112304 54443 -253681 -21943 -275624 -275624 138693 0 0 89874 156500 156500 15003 15003 67118 67118 FOREIGN TAX 5003 5003 MINERAL INTEREST COSTS 2798 2798 OTHER ADMIN EXPENSE 2623 2623 OTHER INSURANCE 1950 1950 3880 3880 254875 156500 98375 0 663600 676957 9489883 10357804 54443 0 10207926 11034761 0 0 X 10879262 10207926 0 0 -671336 826835 10207926 11034761 10207926 11034761 -116182 943017 0 X 0 0 0 X X 18 OKLAHOMA STATE UNIVERSITY 736097060 6 0 26000 0 ORAL ROBERTS UNIVERSITY 730739626 6 0 2000 0 ROGERS STATE UNIVERSITY 730957262 6 0 2500 0 TULSA COMMUNITY COLLEGE 237103807 6 0 44500 0 UNIVERSITY OF CENTRAL OKLAHOMA 736108032 6 0 8500 0 UNIVERSITY OF OKLAHOMA 736091755 6 0 19000 0 UNIVERSITY OF TULSA 731252777 6 0 11500 0 LANGSTON UNIVERSITY 113815948 6 0 10000 0 NORTHEASTERN STATE UNIVERSITY 237135815 6 0 2500 0 UNIVERSITY OF ARKANSAS 716003252 6 0 2500 0 TULSA TECH 730964127 6 0 2500 0 BRIGHAM YOUNG UNIVERSITY 870217280 6 0 2500 0 CAMERON UNIVERSITY 731490825 6 0 2500 0 CARL ALBERT STATE COLLEGE 731082189 6 0 2500 0 HENDRIX COLLEGE 710236897 6 0 2500 0 KENYON COLLEGE 314379507 6 0 2500 0 SOUTHEASTERN OKLAHOMA STATE UNIVERSITY 371785782 6 0 2500 0 UNIVERSITY OF MINNESOTA 200648020 6 0 2500 0 18 149000 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 UNIVERSITY OF TULSA 800 S TUCKER DRIVE TULSA OK 74104 730579298 11500 0 SCHOLARSHIP GRANTS TULSA COMMUNITY COLLEGE 901 S BOSTON TULSA OK 74119 237103807 44500 0 SCHOLARSHIP GRANTS OKLAHOMA STATE UNIVERSITY 107 WHITEHURST STILLWATER OK 74078 736097060 26000 0 SCHOLARSHIP GRANTS UNIVERSITY OF OKLAHOMA 660 PARRINGTON OVAL NORMAN OK 73019 736091755 19000 0 SCHOLARSHIP GRANTS LANGSTON UNIVERSITY 701 SAMMY DAVIS JR DR LANGSTON OK 73050 113815948 10000 0 SCHOLARSHIP GRANTS UNIVERSITY OF CENTRAL OKLAHOMA 100 N UNIVERSITY DR EDMOND OK 73034 736017987 8500 0 SCHOLARSHIP GRANTS PART I, LINE 2: SCHEDULE I, PAGE I, LINE 2: TRUST ACCOUNTING RECORDS ARE MAINTAINED IN A DEDICATED TRUST ACCOUNTING SYSTEM. REPORTS ARE REGULARLY OBTAINED FROM THIS SYSTEM. CAPITAL ADVISORS HAS A DEDICATED ADMINISTRATIVE SERVICES GROUP DESIGNATED AS THE NATIONAL CHARITABLE ACCOUNT ADMINISTRATION GROUP (NCAA). ADMINISTRATORS IN THIS GROUP FOLLOW THE RULES AND REGULATIONS GOVERNING CONTINUITY AND MAINTENANCE OF EXEMPT STATUS WHILE ALSO CARRYING OUT INDIVIDUAL TRUSTOR INTENT. NCAA DUTIES INCLUDE ANNUAL TRUST REVIEW, ISSUING REPORTS, IDENTIFYING CHARITABLE RECIPIENTS, RESEARCHING TAX STATUS OF POTENTIAL CHARITABLE RECIPIENTS, PROVIDING EXPENDITURE RESPONSIBILITY REPORTS AS NEEDED AND MAKING NECESSARY INCOME DISTRIBUTIONS FROM EACH TRUST. THIS TRUST IS SUPPORTED BY NCAA AS WELL AS INDIVIDUAL TRUST ADMINISTRATORS. 0 0 1 PART I, LINE 32B: THE PROCESSING AND SALE OF SECURITIES IS MANAGED BY CAPITAL ADVISORS, THE ORGANIZATION'S SEC REGISTERED INVESTMENT ADVISOR. FORM 990, PART VI, SECTION A, LINE 4 ADDED A NON-DISCRIMINATION CLAUSE TO BY-LAWS IN JANUARY 2023 FORM 990, PART VI, SECTION B, LINE 11B BOTH THE TRUSTEE AND THE BOARD REVIEW ALL UNDERLYING MONETARY AND FACTUAL INFORMATION PRIOR TO THE IRS FORM 990 BEING FILED. FORM 990, PART VI, SECTION C, LINE 19 COPIES OF THE TAX RETURNS ARE AVAILABLE TO THE PUBLIC THROUGH SEVERAL INTERNET WEBSITES SUCH AS GUIDESTAR AND UPON WRITTEN REQUEST. CAPITAL ADVISORS MAINTAINS A CLOSE AND CONTINUOUS WORKING RELATIONSHIP WITH THE TRUSTEES AND OTHER OFFICERS OF THE ORGANIZATION. THE GOVERNING DOCUMENTS ARE NOT AVAILABLE TO THE GENERAL PUBLIC, BUT HAVE BEEN GIVEN AND ARE AVAILABLE TO ALL INTERESTED PARTIES SUCH AS BENEFICIARIES, TRUSTEES, EXECUTORS, ETC. THE ORGANIZATION DOES HAVE A PUBLIC CONFLICT OF INTEREST POLICY IN ADDITION TO THOSE LIMITATIONS IMPOSED IN THE GOVERNING DOCUMENTS AND STATE LAW OF TRUSTEE POWERS ARE STRICTLY FOLLOWED. FINANCIAL STATEMENTS AND THE TAX RETURN ARE SENT TO THE BOARD OF TRUSTEES AND OFFICERS FOR REVIEW AND COMMENT.