2024-10-08T08:58:06-07:00 2024-07-31 731597648 Ward & Company PLLC 2522 E 71st St Tulsa OK 74136 990PF 2023-08-01 731390841 The Robert S & Helen Grey Trippet Foundation Inc ROBE 9186301134 PO Box 701775 Tulsa OK 74170 Robert C Simpson Vice-President 2024-10-08 true true PHIL G WARD CPA P00137120 9184813344 X 2023 2024-10-15 13:58:12Z X 13014830 X X 369724 369724 277862 2523823 277862 647586 647586 190050 131685 58365 528 264 264 4500 2250 2250 7764 4376 3388 9866 5030 4836 212708 143605 69103 603150 603150 815858 143605 672253 -168272 503981 2739 3589 3589 15759 107256 107256 9356488 9095001 12903985 9374986 9205846 13014830 0 X 9374986 9205846 9374986 9205846 9374986 9205846 9374986 -168272 9206714 868 9205846 10,000 CALIFORNIA ST MATURED P 2023-08-11 2023-10-01 10000 9957 43 43 5,000 BO CAOUTAK MARK P 2023-04-11 2023-10-24 4719 4840 -121 -121 10,000 CVS HEALTH CORP P 2023-04-11 2023-12-20 9886 9952 -66 -66 10,000 MORGAN STANLEY MATURED P 2023-04-11 2024-04-29 10000 9863 137 137 10,000 UNIV OK MATURED P 2023-04-11 2024-07-01 10000 9518 482 482 SCHWAB #7430 - AVAILABLE UPON REQUEST P 2024-01-01 2024-07-31 177491 192067 -14576 -14576 SCHWAB #7430 - AVAILABLE UPON REQUEST P 2014-01-01 2024-07-31 2301690 1999581 302109 302109 VARIOUS COST BASIS DIFFERENCE ON BOOKS P 2014-01-01 2024-07-31 37 37 37 2,000 2,000 CA INC P 2014-01-01 2023-08-15 10183 -10183 -10183 277862 -14720 7005 7005 7005 4025 4025 2980 0 false false false false false false false true true OK true false false false false true N/A Robert Simpson 9186301134 PO Box 701775 Tulsa OK 741701775 false false false false false false false false false false false false false false false false false false false false false false Cory P Simpson 1630 E 36th St Tulsa OK 74105 President 6.50 29850 Larry Grindstaff 6626 S Indianapolis Tulsa OK 74136 Vice-President 3.00 22200 Scott Shea Simpson 1630 E 36th St Tulsa OK 74105 Vice-President 3.00 22200 Robert C Simpson Jr 4004 Castlerock Road Norman OK 730721750 Vice-President 3.00 22200 Robert C Simpson 7108 Sleepy Hollow Dr Tulsa OK 74136 Vice-President 3.00 44400 Barbara R Kelley's 1016 N Birch Ave Sand Springs OK 74063 Secr/Treasurer 15.00 49200 NONE NONE 12020898 60231 0 12081129 0 12081129 181217 11899912 594996 594996 7005 7005 587991 587991 587991 672253 672253 587991 492303 672253 492303 0 179950 408041 ROBERT C SIMPSON PO BOX 701775 TULSA OK 741701775 9184951819 RCSIMPSON1@COX.NET NO SPECIFIC FORM REQUIRED NONE NONE AMERICAN HEART ASSOCIATION 7272 GREENVILLE AVE DALLAS TX 75231 PC UNRESTRICTED 4000 AMERICAN RED CROSS 10151 E 11TH ST TULSA OK 74128 PC UNRESTRICTED 7500 DALE K GRAHAM VETERANS FOUNDATION 1233 W LINDSEY ST NORMAN OK 73069 PC UNRESTRICTED 3000 FOLDS OF HONOR DEPARTMENT 13 TULSA OK 74182 PC UNRESTRICTED 30000 GIRL SCOUTS OF EASTERN OKLAHOMA 4810 S 129TH E AVE TULSA OK 74134 PC UNRESTRICTED 4000 INDIAN NATIONS COUNCIL BOY SCOUTS 4295 S GARNETT RD TULSA OK 74146 PC UNRESTRICTED 4000 JOHN 316 MISSION PO BOX 200 TULSA OK 74101 PC UNRESTRICTED 3000 MAKE-A-WHISH FOUNDATION OF OKLAHOMA 1900 NW EXPRESSWAY OKLAHOMA CITY OK 73118 PC UNRESTRICTED 6000 MEALS ON WHEELS 12620 E 31ST ST TULSA OK 74146 PC UNRESTRICTED 6000 MIKE ROWE WORKS FDN 1207 4TH ST PH 1 SANTA MONICA CA 90401 PC UNRESTRICTED 6000 PAWSITIVELY PITS 5321 S SHERIDAN RD TULSA OK 74145 PC UNRESTRICTED 6000 PHILBROOK ART MUSEUM 2727 S ROCKFORD RD TULSA OK 74117 PC UNRESTRICTED 4000 RESTORE HOPE 2960 CHARLES PAGE BLVD TULSA OK 74127 PC UNRESTRICTED 4000 RONALD MCDONALD HOUSE CHARITIES TUL 6102 S HUDSON AVE TULSA OK 74136 PC UNRESTRICTED 9600 SALVATION ARMY 102 N DENVER AVE TULSA OK 74103 PC UNRESTRICTED 4000 SAM NOBLE MUSEUM OF NATURAL HISTORY 2401 CHAUTAUQUA NORMAN OK 73072 PC UNRESTRICTED 3000 SCOTT CARTER FOUNDATION PO BOX 700448 TULSA OK 74170 PC UNRESTRICTED 6000 SHEPHERD'S FOLD RANCH PO BOX 39 AVANT OK 74001 PC UNRESTRICTED 4300 SHRINERS HOSPITAL FOR CHILDREN PO BOX 1510 RANSON WV 25438 PC UNRESTRICTED 7500 SPECIAL OLYMPICS OF OKLAHOMA PO BOX 240 TULSA OK 74101 PC UNRESTRICTED 7500 ST JUDE CHILDREN'S RESEARCH HOSPITA 6161 S YALE AVE TULSA OK 74136 PC UNRESTRICTED 18000 THE LITTLE LIGHT HOUSE 5120 E 36TH ST TULSA OK 74135 PC UNRESTRICTED 9000 THOMAS GILCREASE MUSEUM 1400 GILCREASE MUSEUM RD TULSA OK 74127 PC UNRESTRICTED 24000 TULSA AIR SPACE MUSEUM 3624 N 74TH E AVE TULSA OK 74119 PC UNRESTRICTED 4000 TULSA AREA UNITED WAY 1430 S BOULDER AVE TULSA OK 74119 PC UNRESTRICTED 4000 TULSA BALLET 1212 E 45TH PL TULSA OK 74105 PC UNRESTRICTED 4000 TULSA DAY CENTER FOR HOMELESS 415 W ARCHER ST TULSA OK 74103 PC UNRESTRICTED 7500 TULSA HABITAT FOR HUMANITY 6235 E 13TH ST TULSA OK 74112 PC UNRESTRICTED 7500 TULSA HISTROICAL SOCIETY 2445 S PEORIA AVE TULSA OK 74114 PC UNRESTRICTED 4000 TULSA SYMPHONY ORCHESTRA 111 E 1ST ST TULSA OK 74103 PC UNRESTRICTED 4000 TUNNEL 2 TOWERS FOUNDATION 2361 HYLAN BLVD STATEN ISLAND NY 10306 PC UNRESTRICTED 6000 WOUNDED WARRIOR PROJECT 12672 SILICON DRIVE SAN ANTONIO TX 78249 PC UNRESTRICTED 24000 NORTHEASTERN STATE UNIVERSITY FOUND 812 N CEDAR AVE TAHLEQUAH OK 74464 PC COLLEGE SCHOLARSHIPS 97500 OKLAHOMA STATE UNIVERSITY FOUNDATIO 400 S MONROE ST STILLWATER OK 74078 PC COLLEGE SCHOLARSHIPS 121500 UNIVERSITY OF OKLAHOMA FOUNDATION 100 TIMERDELL RD NORMAN OK 73019 PC COLLEGE SCHOLARSHIPS 140750 Maple Grove Cemetery Chapel Assn PO Box 1218 Seminole OK 74818 PC prior year grant check voided -2000 603150 14 369724 18 288045 -10183 657769 -10183 647586 false false false false false false false false false false MARINER WEALTH ADVISORS 4500 2250 0 2250 SCHWAB #7430 INVESTMENT ACCOUNT AT COST 8740151 12541721 SCHWAB #0767 INVESTMENT ACCOUNT AT COST 354850 362264 CONNER & WINTERS 528 264 0 264 BANK SERVICE CHARGES 24 10 14 INVESTMENT & ACCTG MANAGEMENT 2082 2082 MISCELLANEOUS 1585 634 951 OFFICE EXPENSE 4976 1990 2986 P O BX RENTAL 210 84 126 PAYROLL PROCESSING FEES 552 55 497 POSTAGE & DELIVERY 157 63 94 PRINTING 280 112 168 FEDERAL EXISE TAX ON INVESTMENT INCOME 4000 4000 PAYROLL 3764 376 3388