2025-05-27T10:44:15-05:00 2024-12-31 453944293 PRESTON SMITH PLLC 8118 EAST 63RD STREET TULSA OK 74133 990PF 2024-01-01 823687242 JOE AND JENNIFER POTTS FAMILY FOUNDATION JOEA 9182501040 8118 E 63RD STREET TULSA OK 74133 JOSEPH POTTS DIRECTOR 9182501040 2025-05-16 1 1 PRESTON SMITH CPA P00357271 9182501040 2025-05-16 2024 2025-03-06 01:10:19Z X 1899975 X X 35753 35753 108034 1067804 108034 143787 143787 0 0 0 4256 4256 0 4256 4256 0 56750 56750 61006 4256 56750 82781 139531 6828 5048 5048 23940 348118 348118 1345385 1105768 1546809 1376153 1458934 1899975 0 0 X 1376153 1458934 1376153 1458934 1376153 1458934 1376153 82781 0 1458934 0 1458934 AMAZON COM NOTE 2024-09-26 2024-12-05 150000 149750 250 250 TYSON FOODS 2023-03-13 2024-02-07 38215 39483 -1268 -1268 FT UNIT 10795 2023-06-08 2024-09-09 860324 749982 110342 110342 TYSON FOODS 2020-11-11 2024-02-05 19265 20555 -1290 -1290 108034 1939 0 1939 0 1939 466 0 2000 0 2466 0 527 527 0 0 0 0 0 0 0 0 0 0 0 1 1 OK 1 0 0 0 0 1 N/A PRESTON SMITH CPA 9182501040 8118 E 63RD ST TULSA OK 74133 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JOSEPH POTTS 8118 E 63RD ST TULSA OK 74133 DIRECTOR 0.00 0 0 0 JENNIFER POTTS 8118 E 63RD ST TULSA OK 74133 DIRECTOR 0.00 0 0 0 NONE 0 NONE 0 THE JOE AND JENNIFER POTTS FAMILY FOUNDATION IS A PRIVATE FOUNDATION. IT ACCOMPLISHES ITS CHARITABLE PURPOSES SOLELY THROUGH A PROGRAM OF MAKING CHARITABLE GIFTS AND GRANTS AND DOES NOT CONDUCT ANY DIRECT CHARITABLE ACTIVITIES OR MAKE PROGRAM-RELATED INVESTMENTS. ALL ADMINISTRATIVE EXPENSES WERE INCURRED IN THE ADMINISTRATION OF INVESTMENTS, AND THEREFORE NO EXPENSES HAVE BEEN ALLOCATED TO GRANT-MAKING ACTIVITIES. 0 0 1763176 11118 0 1774294 0 0 1774294 26614 1747680 87384 87384 1939 1939 85445 0 85445 0 85445 56750 0 56750 85445 0 0 5781 22914 28695 56750 0 0 0 56750 0 28695 28695 0 0 0 0 0 0 0 0 0 X CATHOLIC CHARITIES OF EASTERN OKLAHOMA 2450 N HARVARD AVE TULSA OK 74115 NONE PUBLIC SUPPORT FOR OPERATIONS 1000 DOMESTIC VIOLENCE INTERVENTIONS SERVICES 3124 E APACHE ST TULSA OK 74110 NONE PUBLIC SUPPORT FOR OPERATIONS 1000 HOLLAND HALL 5666 EAST 81ST STREET TULSA OK 74137 NONE PUBLIC SUPPORT FOR OPERATIONS 13750 HOSPITALITY HOUSE OF TULSA 1137 S VICTOR AVE TULSA OK 74104 NONE PUBLIC SUPPORT FOR OPERATIONS 5000 OK FOOD BANK 1304 N KENOSHA CT E TULSA OK 74106 NONE PUBLIC SUPPORT FO OPERATIONS 1000 PHILBROOK MUSEUM OF ART 2727 S ROCKFORD RD TULSA OK 74114 NONE PUBLIC SUPPORT FOR OPERATIONS 35000 56750 0 14 35753 18 108034 0 143787 0 143787 1 N/A 0 0 0 0 0 0 0 0 0 0 WHIRLPOOL CORP 57730 61201 ONEOK INC 65380 112281 FIRST TRUST TCW OPP FIXED INC 87210 90696 FIRST TR ETF FD III INSTL PFD 93125 101377 FIRST TR ETF FD II FIRST TR 122023 121528 COSTCO WHOLESALE LTD PARTNERSHIP 42500 111984 CARDINAL HEALTH INC 59261 100699 APPLE INC 3244 190677 ABBVIE INC 35629 56173 DEVON ENERGY 91965 98190 DUTCH BROS INC CL A 65580 104760 VIASAT INC 41699 42550 FI UNIT 11576 SABRIENT BAKERS DOZEN 199998 213420 FIRST TR ETF IV SENIOR LN 140424 141273 BROKERAGE FEES 3511 3511 0 FOREIGN TAXES 745 745 0