2025-09-18T12:57:06-05:00 2024-12-31 731051839 MYSOCK CHEVAILLIER & BIRDSONG LLP 2021 SOUTH LEWIS SUITE 700 TULSA OK 74104 990PF 2024-01-01 731354412 KATHLEEN PATTON WESTBY FOUNDATION KATH 9187438321 401 S BOSTON AVE 220 TULSA OK 741034038 JOHN T WESTBY DIRECTOR 9187438321 2025-09-18 1 0 JARED NEEDHAM P02047266 9187476099 2025-09-18 2024 2025-03-06 01:10:19Z X 1790346 X X 2427 2427 66803 66803 26592 317257 26592 1250 0 97072 95822 15000 7500 7500 2174 2174 0 5786 5786 0 1734 253 0 33489 33483 6 58183 49196 7506 100800 100800 158983 49196 108306 -61911 46626 264942 321256 321256 97 1604 97 97 1141644 1072790 1305397 137748 89884 163596 1545938 1484027 1790346 0 0 X 0 0 0 0 1545938 1484027 1545938 1484027 1545938 1484027 1545938 -61911 0 1484027 0 1484027 MERRILL LYNCH - DETAIL ATTACHED P 132006 120034 11972 11972 MERRILL LYNCH - DETAIL ATTACHED P 1095 1095 0 0 MERRILL LYNCH - DETAIL ATTACHED P 1143 969 174 174 MERRILL LYNCH - DETAIL ATTACHED P 15325 12806 2519 2519 MERRILL LYNCH - DETAIL ATTACHED P 1168 2077 -909 -909 MERRILL LYNCH - DETAIL ATTACHED P 3395 3395 0 0 MERRILL LYNCH - DETAIL ATTACHED P 16485 11111 5374 5374 MERRILL LYNCH - DETAIL ATTACHED P 416 468 -52 -52 MERRILL LYNCH - DETAIL ATTACHED P 15723 11348 4375 4375 MERRILL LYNCH - DETAIL ATTACHED P 5396 5390 6 6 MERRILL LYNCH - DETAIL ATTACHED P 55898 63247 -7349 -7349 MERRILL LYNCH - DETAIL ATTACHED P 3000 3020 -20 -20 MERRILL LYNCH - DETAIL ATTACHED P 431 431 0 0 MERRILL LYNCH - DETAIL ATTACHED P 4287 4222 65 65 MERRILL LYNCH - DETAIL ATTACHED P 28197 23024 5173 5173 CANADIAN IMP BK C P 2021-12-22 2024-12-30 30175 25000 5175 5175 FHLMC 30G RA5391 3000 51JN01 P 2024-03-18 2025-01-25 2 2 0 0 MORGAN STANLEY - DETAIL ATTACHED P 39 39 0 0 FHLMC 30G RA5391 3000 51JN01 P 2024-03-18 2024-12-01 2 1 1 1 US TSY BILL 00000 24DE12 P 2024-11-04 2024-12-12 3000 2986 14 14 CAPITAL GAINS DIVIDENDS P 74 74 74 26592 648 0 648 0 648 1140 0 0 0 1140 0 492 492 0 0 0 0 0 0 0 0 0 0 0 1 1 OK 1 0 0 0 0 1 WWW.WESTBYFOUNDATION.ORG FOUNDATION 9187438321 401 S BOSTON AVE SUITE 220 TULSA OK 74103 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JOHN T WESTBY 401 S BOSTON AVE SUITE 220 TULSA OK 74103 DIRECTOR 1.00 5000 0 0 KATHLEEN H WESTBY 401 S BOSTON AVE SUITE 220 TULSA OK 74103 DIRECTOR 1.00 5000 0 0 SCARLETT V WESTBY 401 S BOSTON AVE SUITE 220 TULSA OK 74103 DIRECTOR 1.00 2500 0 0 JOHN V LEONARD 401 S BOSTON AVE SUITE 220 TULSA OK 74103 DIRECTOR 1.00 2500 0 0 THERESA M COLLINS 401 S BOSTON AVE SUITE 220 TULSA OK 74103 EXECUTIVE DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 THE FOUNDATION MADE CHARITABLE GRANTS TO TWENTY-THREE TAX EXEMPT ORGANIZATIONS WITH 501(C)(3) STATUS IN THE NORTHEAST OKLAHOMA REGION THAT FOCUS ON ARTS, ARTS EDUCATION, AND CULTURE. THE FOUNDATION DID NOT ENGAGE IN ANY OTHER DIRECT CHARITABLE ACTIVITIES 0 0 1835917 289822 0 2125739 0 0 2125739 31886 2093853 104693 104693 648 648 104045 0 104045 0 104045 108306 0 108306 104045 0 0 708 1324 3264 6624 11920 108306 0 0 0 104045 4261 0 0 16181 0 0 0 0 0 0 708 15473 1324 3264 6624 4261 JOHN TRYGVE WESTBY 401 S BOSTON AVE SUITE 220 TULSA OK 741034038 9187438321 TCOLLINS@WESTBYOFFICE.ORG ANY FORM IS ACCEPTABLE NONE NONE SAPULPA ARTS 101 E DEWEY SAPULPA OK 74066 NONE PC ARTS EXPLORE! FUNDING 800 CIRCLE CINEMA FOUNDATION INC 12 S LEWIS AVE TULSA OK 74104 NONE PC 2024 PROGRAM SUPPORT 10000 WOODY GUTHRIE CENTER 102 E BRADY STREET TULSA OK 74103 NONE PC 2024 PROGRAM SUPPORT 2000 TULSA AIR AND SPACE MUSEUM 3624 N 74TH E AVE TULSA OK 74115 NONE PC FLIGHT TO THE FUTURE PROGRAM SUPPORT 1000 OKLAHOMA ARTS INSTITUTE 111 NW 9TH STREET OKLAHOMA CITY OK 73102 NONE PC SCHOLARSHIP SUPPORT 8000 PHILBROOK MUSEUM OF ART 2727 ROCKFORD ROAD TULSA OK 74114 NONE PC EXHIBITION SERIES SAMURAI SUPPORT 25000 SIGNATURE SYMPHONY 6111 EAST SKELLY DRIVE STE 605 TULSA OK 74135 NONE PC 2024-2025 PROGRAM SUPPORT 2000 THEATRE TULSA INC PO BOX 995 TULSA OK 74101 NONE PC ACADEMY SCHOLARSHIPS 2500 DOMESTIC VIOLENCE INTERVENTION SERVICES INC 3124 E APACHE STREET TULSA OK 74110 NONE PC SUPPORT TO PURCHASE ARTWORK FOR OFFICES 2000 TULSA BOTANIC GARDEN PO BOX 707 TULSA OK 74101 NONE PC SUPPORT FOR FLORIGAMI EXHIBIT 5000 TULSA BOYS HOME PO BOX 1101 TULSA OK 74101 NONE PC 2024 EDUCATIONAL PROGRAM SUPPORT 2000 TULSA CHILDREN'S MUSEUM 3123 RIVERSIDE DRIVE TULSA OK 74105 NONE PC 2024 SPECIAL PROJECTS SUPPORT 5000 FRIENDS OF OKLAHOMA ARTS COUNCIL PO BOX 52001-2001 OKLAHOMA CITY OK 73102 NONE PC PROGRAM SUPPORT 2500 TULSA GIRLS ART SCHOOL PROJECT INC 2202 E ADMIRAL BLVD TULSA OK 74110 NONE PC ART AND YOUTH DEVELOPMENT PROGRAM 3000 TULSA OPERA INC 1610 SOUTH BOULDER AVENUE TULSA OK 74119 NONE PC 2024 YOUTH PROGRAM SUPPORT 6000 TULSA SYMPHONY ORCHESTRA 117 N BOSTON AVENUE SUITE 201 TULSA OK 74103 NONE PC ROSA PARKS MUSIC EXPLORATION PROGRAM 6000 THE CHURCH STUDIO 304 S TRENTON TULSA OK 74120 NONE PC 2024 ARTIST PROGRAM SUPPORT 2500 YOUTH SERVICES OF TULSA 311 SOUTH MADISON TULSA OK 74120 NONE PC THERAPEUTIC ART PROGRAM SUPPORT 3000 GATESWAY FOUNDATION 2448 E 81ST STREET SUITE 4905 TULSA OK 74137 NONE PC PROGRAM SUPPORT 3000 JUNIOR ACHIEVEMENT OF GREATER TULSA INC 3947 S 103RD E AVE TULSA OK 74146 NONE PC JA CLASSROOM PROGRAM SUPPORT 2500 MEALS ON WHEELS OF METRO TULSA INC 5151 E 51ST STREET TULSA OK 74135 NONE PC SUPPORT FOR PAWS PROGRAM 1000 FOUNDATION FOR TULSA SCHOOLS 3027 S NEW HAVEN 116 TULSA OK 74114 NONE PC ANY GIVEN CHILD PROGRAM SUPPORT 3000 BLESSINGS TO SHARE 6910 S 101ST E AVE SUITE 210 TULSA OK 74133 NONE PC SUPPORT FOR ARTS@302PROGRAM 3000 100800 0 14 2427 14 66803 14 1250 18 26592 0 97072 0 97072 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 2174 2174 0 CORPORATE BONDS 89884 163596 CORPORATE STOCK 1072790 1305397 OFFICE EXPENSE & FEES 516 510 6 ADMINISTRATIVE FEES 30843 30843 0 INSURANCE 1790 1790 0 BANK FEES 340 340 0 NONDIVIDEND DISTRIBTUIONS 1250 0 1250 INVESTMENT FEES 5786 5786 0 FOREIGN INCOME TAXES 253 253 0 NET INVESTMENT INCOME TAX 1481 0 0