2025-06-25T15:59:17-05:00 2024-12-31 994625061 CRI ADVISORS LLC 1350 S BOULDER AVE SUITE 800 TULSA OK 74119 990PF 2024-01-01 731502461 WELCH FAMILY FOUNDATION WELC 9186912891 4610 E 93RD PL TULSA OK 74137 WILLIAM J WELCH PRESIDENT 9186912891 2025-05-19 1 0 DANIEL P SKERBITZ CPA P00718631 9186280500 2025-05-19 2024 2025-03-06 01:10:19Z X X 4428071 X X 44353 44353 75408 75408 374592 1387583 374592 494353 494353 0 0 0 1275 1275 0 4605 2586 0 897 897 0 6777 4758 0 207000 207000 213777 4758 207000 280576 489595 37292 2977 2977 1607417 1521672 3137955 873031 942297 941980 2041 333368 345159 2519781 2800314 4428071 0 0 X 0 0 0 0 2519781 2800314 2519781 2800314 2519781 2800314 2519781 280576 0 2800357 43 2800314 PUBLICLY TRADED SECURITIES 565016 561578 3438 3438 PUBLICLY TRADED SECURITIES 800190 451413 348777 348777 CAPITAL GAINS DIVIDENDS P 22377 22377 22377 374592 6805 0 6805 0 6805 1756 0 5049 0 6805 22 22 0 0 0 0 0 0 0 0 0 0 1 1 OK 1 0 0 0 0 1 N/A THE FOUNDATION 9186912891 4610 E 93RD PL TULSA OK 74137 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PEGGY WELCH HOLT 1446 SOUTH NEWPORT AVENUE TULSA OK 74120 VP & SECRETARY 1.00 0 0 0 WILLAM J WELCH 4610 EAST 93RD PLACE TULSA OK 741373710 DIR & PRES 1.50 0 0 0 DOUGLAS S WELCH 5124 SOUTH LAKEWOOD AVENUE TULSA OK 74135 DIRECTOR 0.50 0 0 0 GRACE SENSINTAFFAR 7520 SOUTH DARLINGTON AVENUE TULSA OK 74136 DIRECTOR 0.50 0 0 0 NONE 0 NONE 0 0 4390248 90562 0 4480810 0 0 4480810 67212 4413598 220680 220680 6805 6805 213875 0 213875 0 213875 207000 0 207000 213875 0 0 0 207000 0 0 0 207000 0 0 0 0 0 0 0 0 6875 0 0 0 X CAMP LOUGHRIDGE 4900 WEST 71ST STREET TULSA OK 74131 EOF SUPPORT FOR RELIGIOUS AND YOUTH PROGRAMS 25000 ASBURY SEMINARY 204 N LEXINGTON AVE WILMORE KY 40390 EOF SUPPORT FOR EDUCATIONAL & RELIGIOUS PROGRAMS 20000 LITERACY & EVANGELISM INTERNATIONAL 1800 SOUTH JACKSON AVENUE TULSA OK 74107 EOF SUPPORT FOR RELIGIOUS & EDUCATIONAL PROGRAMS 25000 WHITWORTH UNIVERSITY 300 WEST HAWTHORNE ROAD SPOKANE WA 99251 EOF SUPPORT FOR EDUCATIONAL & RELIGIOUS PROGRAMS 40000 HELPING HAND MINISTRY INC 709 SOUTH BOSTON AVENUE TULSA OK 74119 EOF SUPPORT FOR SERVICES PROVIDED TO THE NEEDY 24100 FIRST PRESBYTERIAN CHURCH 709 SOUTH BOSTON AVENUE TULSA OK 74119 EOF SUPPORT FOR RELIGIOUS ACTIVITIES 20000 COLLEGE OF THE OZARKS PO BOX 17 POINT LOOKOUT MO 65726 EOF SCHOLARSHIPS 21800 NEIGHBORS ALONG THE LINE INC 5000 CHARLES PAGE BLVD TULSA OK 74127 EOF SUPPORT FOR SERVICES PROVIDED TO THOSE IN NEED 11100 OPERATION HOPE PRISON MINISTRY 739 N DENVER AVE SUITE A TULSA OK 74106 EOF SUPPORT FOR SERVICES PROVIDED TO THOSE IN NEED 20000 207000 0 14 44353 14 75408 18 374592 0 494353 0 494353 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 1275 1275 0 GOLDMAN SACHS GRP 50000 49941 AMERITECH CAP FUNDING 5451 5126 BELLSOUTH TELECOM BONEDS 42497 40307 BURLINGTON RESOURCES DEBENTURES 9649 8696 AT& T CORP BONDS 53828 52257 TARGET CORP BONDS 10872 9867 WELLS FARGO CERTIFICATES OF DEPOSIT 770000 775786 ABBOTT LABORATORIES 19098 56555 AIR PRODUCTS & CHEMICALS 35690 87012 AMERICAN WATER WORKS CO 39681 40459 AUTOMATIC DATA PROCESSING 8713 80501 BROWN-FORMAN CORP 39567 28485 CISCO SYSTEMS INC 23038 63640 COMCAST CORP NEW CL A 35195 37530 COMMERCE BANCSHARES INC 19527 49100 ECOLAB INC 27438 57408 EMERSON ELECTRIC CO 21429 55769 ILLINOIS TOOL WORKS INC 5485 40570 JOHNSON & JOHNSON 50378 47002 LINDE PLC NEW 20431 52334 NEXTERA ENERGY INC 9814 50183 NIKE INC CLASS B 34382 49186 GRAINGER 12295 73784 PEPSICO INCORPORATED 26724 57023 STRYKER CORP 16489 59408 TEXAS INSTRUMENTS 23745 30002 VANGUARD DEVELOPED MARKETS FTSE ETF 329677 426794 VANGUARD INTL EQUITY ETF 247967 251028 VANGUARD MID CAP ETF 218462 713151 VANGUARD SMALL CAP ETF 232017 702819 WEC ENERGY GROUP INC 24430 28212 GROWTH FUND AMEICAN CL A AT COST 272657 284448 FEDERATED HERMES GOVERNMENT OBLIGATIONS AT COST 60711 60711 OTHER ADJUSTMENTS 43 INVESTMENT EXPENSE 897 897 0 FOREIGN TAXES 2586 2586 0 TAX PAYMENTS 263 0 0 TAX ESTIMATES 1756 0 0