2024-06-17T14:21:49-05:00 2023-07-31 731270327 HOGANTAYLOR LLP 2222 SOUTH UTICA PL SUITE 200 TULSA OK 74114 990PF 2022-08-01 205106028 CLYDE & ANITA BECKER FOUNDATION INC CLYD 8312246656 1611 SOUTH UTICA AVENUE 154 TULSA OK 741044909 SALLY BECKER WELLS VP, TREASURER, SECRETARY 8312246656 2024-06-14 1 SALLY BECKER WELLS 999009999 0 CATHERINE E REID P00367859 9187452333 2024-06-13 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 4043744 X 100000 5011 5011 98416 98416 38378 113306 38378 241805 141805 0 0 0 10700 0 0 29515 29480 0 1561 0 0 41776 29480 0 101000 101000 142776 29480 101000 99029 112325 74678 62942 62942 241064 126822 126822 1514 359 359 0 111559 111856 23842 23842 113219 184434 338690 332746 3111555 3071902 3295800 3637087 3736116 4043744 0 0 X 0 0 0 0 3637087 3736116 3637087 3736116 3637087 3736116 3637087 99029 0 3736116 0 3736116 FIDELITY PUBLICALLY TRADED SECURITIES P 76487 74928 1559 1559 CAPITAL GAINS DIVIDENDS P 36819 36819 36819 38378 1561 0 1561 0 1561 1920 0 0 0 1920 0 359 359 0 0 0 0 0 0 0 0 0 0 0 1 1 OK 1 0 1 0 0 1 N/A SALLY BECKER WELLS 5807658788 1611 S UTICA AVE STE 154 TULSA OK 741044909 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CLYDE M BECKER JR 7765 SWAPS TRAIL EVERGREEN CO 80439 PRESIDENT 0.50 0 0 0 ANITA O BECKER 2200 S UTICA PLACE SUITE 7A TULSA OK 74114 VICE PRESIDENT 0.50 0 0 0 SALLY B WELLS 1435 S OWASSO AVE TULSA OK 741205612 VP/SECRETARY/TREASURER 0.50 0 0 0 SUSAN BECKER PHILLIPS 10 LOS ENCINOS DR MONTEREY CA 93940 VICE PRESIDENT 0.50 0 0 0 NONE 0 NONE 0 N/A 0 0 3583294 258165 0 3841459 0 0 3841459 57622 3783837 189192 189192 1561 1561 187631 0 187631 0 187631 101000 0 101000 187631 83202 0 0 101000 83202 0 0 17798 0 0 0 0 0 0 0 0 169833 0 0 0 CLYDE M BECKER JR ANITA O BECKER X SALLY B WELLS 1611 S UTICA AVE STE 154 TULSA OK 741044909 5807658788 N/A N/A N/A A NEW LEAF PO BOX 35903 TULSA OK 74153 NONE EXEMPT GENERAL OPERATING FUND 1000 CAL POLY HUMBOLDT 1 HARPST ST ARCATA CA 95521 NONE EXEMPT GENERAL OPERATING FUND 2500 CAL POLY SAN LUIS OBISPO 1 GRAND AVE SAN LUIS OBISPO CA 93407 NONE EXEMPT GENERAL OPERATING FUND 2500 CATHOLIC CHARITIES 2450 N HARVARD AVE TULSA OK 74115 NONE EXEMPT AFGHAN REFUGEE RELIEF 5000 CHEROKEE AREA COUNCIL BOY SCOUTS OF AMERICA 520 S QUAPAW BARTLESVILLE OK 74003 NONE EXEMPT GENERAL OPERATING FUND 1000 CLAREHOUSE 7617 S MINGO RD TULSA OK 74133 NONE EXEMPT GENERAL OPERATING FUND 5000 COMMUNITY FOOD BANK OF EASTERN OKLAHOMA 1304 N KENOSHA AVE TULSA OK 74106 NONE EXEMPT GENERAL OPERATING FUND 5000 FOOD BANK FOR MONTEREY COUNTY 353 W ROSSI ST SALINAS CA 93907 NONE EXEMPT GENERAL OPERATING FUND 5000 GIRL SCOUTS OF EASTERN OKLAHOMA 2432 E 51ST ST TULSA OK 74105 NONE EXEMPT GENERAL OPERATING FUND 1000 IRON GATE 501 S CINCINNATI AVE TULSA OK 74103 NONE EXEMPT GENERAL OPERATING FUND 10000 KAY COUNTY COUNCIL 2225 N UNION PONCA CITY OK 74601 NONE EXEMPT GENERAL OPERATING FUND 1000 MARLAND CHILDREN'S HOME 1300 SUMMERS PL PONCA CITY OK 74604 NONE EXEMPT GENERAL OPERATING FUND 5000 MEALS ON WHEELS OF METRO TULSA 12620 E 31ST ST TULSA OK 74146 NONE EXEMPT GENERAL OPERATING FUND 1000 OPPORTUNITY CENTER FOUNDATION 2225 N UNION PONCA CITY OK 74601 NONE EXEMPT GENERAL OPERATING FUND 1000 PONCA CITY UNITED WAY 205 N 2ND STREET PONCA CITY OK 74601 NONE EXEMPT GENERAL OPERATING FUND 5000 SPECIAL OLYMPICS OF OKLAHOMA 6835 S CANTON AVE TULSA OK 74136 NONE EXEMPT GENERAL OPERATING FUND 2000 THE LITTLE LIGHTHOUSE 5120 E 36TH ST TULSA OK 74135 NONE EXEMPT GENERAL OPERATING FUND 5000 THE MISSION 909 E SOUTH AVE PONCA CITY OK 74601 NONE EXEMPT GENERAL OPERATING FUND 5000 TULSA DAY CENTER FOR THE HOMELESS 415 W ARCHER ST TULSA OK 74103 NONE EXEMPT GENERAL OPERATING FUND 5000 UCLA UNICAMP 2131 JOHN WOODEN CENTER LOS ANGELES CA 90095 NONE EXEMPT GENERAL OPERATING FUND 8000 UNIVERSITY OF CALIFORNIA LOS ANGELES 10889 WILSHIRE BOULEVARD SUITE 1500 LOS ANGELES CA 90024 NONE EXEMPT GENERAL OPERATING FUND 5000 UNIVERSITY OF CALIFORNIA REGENTS 1111 FRANKLIN ST 12TH FLOOR OAKLAND CA 94607 NONE EXEMPT GENERAL OPERATING FUND 2500 UNIVERSITY OF CALIFORNIA SANTA CRUZ 1156 HIGH ST SANTA CRUZ CA 95064 NONE EXEMPT GENERAL OPERATING FUND 2500 UNIVERSITY OF SAN FRANCISCO 2130 FULTON ST SAN FRANCISCO CA 94117 NONE EXEMPT GENERAL OPERATING FUND 5000 WORLD CENTRAL KITCHEN 200 MASSACHUSETTS AVE NW 7TH FLOOR WASHINGTON DC 20001 NONE EXEMPT UKRAINE RELIEF 5000 YOUTH SERVICES OF TULSA 311 S MADISON AVE TULSA OK 74120 NONE EXEMPT GENERAL OPERATING FUND 5000 101000 0 14 5011 01 98416 18 38378 0 141805 0 141805 0 0 0 0 0 0 0 0 0 0 X X 1 ANITA BECKER 2200 SOUTH UTICA PLACE SUITE 7A TULSA OK 74114 100000 X ACCOUNTING FEES 10700 0 0 GILEAD SCIENCES INC NOTE 24670 24941 LOWES COS INC NOTE 20012 19955 RYDER SYS INC MTN CALL MAKE WHOLE 20020 19863 WALMART INC NOTE 20314 19711 APPLE INC NOTE 20293 19610 MARCH & MCLENNAN COS INC NOTE 20396 19603 JPMORGAN CHASE & CO NOTE 24588 24527 US BANCORP MTN 24659 24405 MORGAN STANLEY MTN CALL MAKE WHOLE 24572 24444 CAPITAL ONE FINL CORP NOTE 24259 24146 AMERICAN WTR CAP CORP NOTE 20615 19369 MCDONALDS CORP MTN CALL 20692 19325 SYSCO CORP NOTE CALL MAKE WHOLE 24420 24206 GOLDMAN SACHS GROUP INC NOTE 24566 24229 THE CIGNA GROUP SER B NOTE 24614 24412 APPLE INC 5487 77008 DISNEY WALT CO 6350 11111 JPMORGAN CHASE & CO 8500 23694 NOV INC COM 3505 1406 111559 111856 0 0 FIDELITY 500 INDEX FUND AT COST 230000 251636 DOUBLELINE SHILLER ENHANCED CAP CL I AT COST 260000 238480 VERSUS CAPITAL MULTI MNGR REAL EST AT COST 151639 158695 VERSUS CAPITAL REAL ASSETS CL I AT COST 175108 209255 DFA US SMALL CAP PORTFOLIO INSTL CL AT COST 88000 91991 DODGE & COX INTERNATL STOCK CL I AT COST 142000 177001 HARDING LOEVNER INTL EQUITY PORT AT COST 125413 168319 AMERICAN NEW WORLD FUND F3 AT COST 135003 115650 THORNBURG INCOME BUILDER CL I AT COST 180000 192394 VANGUARD MID-CAP GROWTH INDEX AT COST 47008 98370 VICTORY SYCAMORE ESTABLISHED VALUE AT COST 100000 130619 PALMER SQUARE INCOME PLUS INSTL AT COST 182923 182026 METROPOLITAN WEST TOTAL RETURN AT COST 189908 164041 THORNBURG LTD TERM INCOME CLASS I AT COST 145000 137254 VANGUARD SHORT TERM INVMT GRADE AT COST 250000 238104 PALMER SQUARE INCOME PLUS INSTL AT COST 92562 91813 METROPOLITAN WEST TOTAL RETURN AT COST 90455 74026 THORNBURG LTD TERM INCOME CLASS I AT COST 182116 172249 ISHARES TR EAFE SML CP ETF AT COST 35057 35799 VANGUARD SPECIALIZED FUNDS DIV APP ETF AT COST 269710 368078 FIDELITY 29480 29480 0 BANK FEES 35 0 0 ANITA BECKER 2200 S UTICA PL STE 7A TULSA OK 74114 TAXES 1561 0 0