2025-03-25T15:54:34-05:00 2024-12-31 010572388 MILAM & ASSOCIATES PLLC 7030 S YALE STE 300 TULSA OK 74136 990PF 2024-01-01 481305442 NORVELL FAMILY FOUNDATION C/O MONTY CURRY NORV 9186643417 PO BOX 680 TULSA OK 741010680 MONTY CURRY TRUSTEE 9186643417 2025-03-25 1 0 STEVEN E MILAM P00068625 9184932002 2024 2025-03-06 01:10:19Z X 2484575 X 0 X 83634 83634 146514 293403 146514 230148 230148 4000 0 0 1335 1335 0 14428 14428 0 1501 1501 0 21264 17264 0 275000 275000 296264 17264 275000 -66116 212884 209776 48533 48533 905739 840660 1364623 964764 1124970 1071419 2080279 2014163 2484575 0 0 X 2080279 2014163 2080279 2014163 2080279 2014163 2080279 -66116 0 2014163 0 2014163 BANCFIRST - LT COVERED P 275709 146889 128820 128820 CAPITAL GAINS DIVIDENDS P 17694 17694 17694 146514 2959 0 2959 0 2959 1800 0 0 0 1800 0 1159 0 0 0 0 0 0 0 0 0 0 0 1 OK 1 0 0 0 0 1 N/A BANCFIRST CO MONTY CURRY 9186643417 PO BOX 680 TULSA OK 741010680 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 STEPHEN NORVELL PO BOX 680 TULSA OK 74101 VICE PRES 1.00 1000 0 0 MERRILY ANN SANZALONE PO BOX 680 TULSA OK 74101 PRESIDENT 1.00 1000 0 0 JOEL GREGG NORVELL PO BOX 680 TULSA OK 74101 VICE PRES 1.00 1000 0 0 DAVID NORVELL PO BOX 680 TULSA OK 74101 VICE PRES 1.00 1000 0 0 NONE 0 NONE 0 0 2455330 76606 0 2531936 0 0 2531936 37979 2493957 124698 124698 2959 2959 121739 0 121739 0 121739 275000 0 275000 121739 0 0 12500 75826 90977 97694 276997 275000 0 0 0 121739 153261 0 0 430258 0 0 0 0 0 0 0 430258 12500 75826 90977 97694 153261 X ALSACST JUDE CHILDREN'S 501 ST JUDE PL MEMPHIS TN 38105 UNRELATED PUBLIC CHARITY SUPPORT 10000 ARSHA-VIDYA-PITAM PO BOX 1059 SAYLORSBURG PA 18353 UNRELATED PUBLIC CHARITY SUPPORT 31719 CARE GIFT CENTER PO BOX 1870 MERRIFIELD VA 221168070 UNRELATED PUBLIC CHARITY SUPPORT 5000 CASA Q PO BOX 36168 ALBUQUERQUE NM 87176 UNRELATED PUBLIC CHARITY SUPPORT 2500 CHINMAYA MISSION WEST 1765 CHANNING AVE PALO ALTO CA 94303 UNRELATED PUBLIC CHARITY SUPPORT 31719 CITY OF HOPE 1500 E DUARTE RD 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PO BOX 613 SAN RAMON CA 94583 UNRELATED PUBLIC CHARITY SUPPORT 4531 NATIONAL CENTER FOR LESBIAN RIGHTS (NCLR) 870 MARKET ST 370 SAN FRANCISCO CA 94102 UNRELATED PUBLIC CHARITY SUPPORT 3500 NORTHERN NEW MEXICO RADIO FOUNDATION PO BOX 31366 SANTA FE NM 87507 UNRELATED PUBLIC CHARITY SUPPORT 1000 NORTHWEST COMMUNITY CONSERVANCY 1136 NW HOYT ST STE 200 PORTLAND OR 97209 UNRELATED PUBLIC CHARITY SUPPORT 10000 OUTPOST PRODUCTIONS INC 210 YALE BLVD SE ALBUQUERQUE NM 87106 UNRELATED PUBLIC CHARITY SUPPORT 2500 PLANNED PARENTHOOD FEDERATION 123 WILLIAM ST 10TH FL NEW YORK NY 10038 UNRELATED PUBLIC CHARITY SUPPORT 7500 ROADRUNNER FOOD BANK 5840 OFFICE BLVD NE ALBUQUERQUE NM 87109 UNRELATED PUBLIC CHARITY SUPPORT 1250 SOUTHERN POVERTY LAW CENTER INC 400 WASHINGTON AVE MONTGOMERY AL 36104 UNRELATED PUBLIC CHARITY SUPPORT 5000 SOUTHWEST CARE CENTER FOR AID AND COMFORT 230 W MANHATTANSTE 300 SANTA FE NM 87501 UNRELATED PUBLIC CHARITY SUPPORT 5000 THE ACTOR'S FUND OF AMERICA 729 SEVENTH AVENUE 10TH FLO NEW YORK NY 10019 UNRELATED PUBLIC CHARITY SUPPORT 1000 THE COMMUNITY PANTRY PO BOX 520 GALLUP NM 87305 UNRELATED PUBLIC CHARITY SUPPORT 1250 THE FOOD DEPOT 1222 A SILER RD SANTA FE NM 87507 UNRELATED PUBLIC CHARITY SUPPORT 1250 THE PORTLAND BALLET 6250 SW CAPITOL HWY PORTLAND OR 97239 UNRELATED PUBLIC CHARITY SUPPORT 30000 THE TREVOR PROJECT INC 8704 SANTA MONICA BLVD 200 WEST HOLYWOOD CA 90069 UNRELATED PUBLIC CHARITY SUPPORT 2500 WILDEARTH GUARDIANS 301 N GUADALUPE ST STE 201 SANTA FE NM 87501 UNRELATED PUBLIC CHARITY SUPPORT 5000 ANIMAL HUMANE NEW MEXICO 615 VIRGINIA ST SE ALBUQUERQUE NM 87108 UNRELATED PUBLIC CHARITY SUPPORT 1000 GROUND GAME FUND PO BOX 383 MANCHACA TX 786529998 UNRELATED PUBLIC CHARITY SUPPORT 1000 FREEDOM OKLAHOMA PO BOX 18711 OKLAHOMA CITY OK 73154 UNRELATED PUBLIC CHARITY SUPPORT 2000 COMMUNITY FOOD BANK OF EASTERN OKLAHOMA 1304 N KENOSHA AVE TULSA OK 741065940 UNRELATED PUBLIC CHARITY SUPPORT 25000 SOULFORCE PO BOX 2499 ABILENE TX 79604 UNRELATED PUBLIC CHARITY SUPPORT 3750 PEARL DISTRICT NEIGHBORHOOD ASSOC 434 NW 6TH AVEP PORTLAND OR 97209 UNRELATED PUBLIC CHARITY SUPPORT 10000 EVERYTOWN FOR GUN SAFETY PO BOX 3886 NEW YORK NY 10163 UNRELATED PUBLIC CHARITY SUPPORT 2500 GIFFORDS LAW CENTER PO BOX 51196 WASHINGTON DC 20043 UNRELATED PUBLIC CHARITY SUPPORT 2500 DEMOCRACY FORWARD FOUNDATION PO BOX 34553 WASHINGTON DC 20043 UNRELATED PUBLIC CHARITY SUPPORT 1750 AMERICAN CIVIL LIBERTIES 125 BROAD ST 18TH FLOOR NEW YORK NY 10004 UNRELATED PUBLIC CHARITY SUPPORT 1000 275000 0 14 83634 18 146514 0 230148 0 230148 0 0 0 0 0 0 0 0 0 0 TAX PREP FEES 1335 1335 0 BAIRD INTERMEDIATE BOND 470965 456808 DODGE & COX INCOME 281540 265120 PIMCO MODERATE DURATION INST 288540 269272 VANGUARD TOTAL BOND MKT IND ADM 83925 80219 ALLSPRING SPECIAL SMALL VALUE INST 73904 83131 CAUSEWAY INTL VALUE 62155 92453 DFA INTERNATIONAL VALUE INST 107811 113596 DFA INTL SMALL CAP VALUE PORT 40298 42696 DODGE & COX STOCK 25220 39126 PZENA EMERGING MARKETS VALUE INS 36016 38911 SCHWAB FND EMERG MKTS LG INDX INS 32446 41756 VANGUARD 500 INDEX ADMIRAL 50042 206242 VANGUARD DEVELOPED MARKETS 80646 99549 VANGUARD EMERG MKTS STOCK 35164 42901 VANGUARD GROWTH INDEX ADM 26659 109243 VANGUARD MID-CAP VALUE ADM 84382 133885 VANGUARD SMALL-CAP VALUE INDEX 96892 233733 WILLIAM BLAIR SMALL CAP VALUE I 89025 87401 BANCFIRST TRUSTEE FEES 14428 14428 0 FOREIGN TAXES 1501 1501 0