2025-11-03T07:55:32-06:00 2024-12-31 731413977 HOGANTAYLOR LLP 2222 SOUTH UTICA PL SUITE 200 TULSA OK 74114 990PF 2024-01-01 206744052 CARMICHAEL FOUNDATION CARM 9187434300 2121 S COLUMBIA SUITE 650 TULSA OK 74114 CAROL B WILSON DIRECTOR 9187434300 2025-10-31 1 1 MEGAN COURTNEY P01571790 9187452333 2025-10-31 2024 2025-03-06 01:10:19Z X 3215027 X 197077 94 94 102370 102370 81230 100725 81230 380771 183694 0 0 0 1275 1275 0 6559 544 0 6168 6168 0 14002 7987 0 143000 143000 157002 7987 143000 223769 175707 21932 6586 6586 1220000 1239000 1239000 1524568 1656156 1969441 3068 0 0 2769568 2901742 3215027 0 62 0 62 X 0 0 0 0 2769568 2901680 2769568 2901680 2769568 2901742 2769568 223769 0 2993337 91657 2901680 HERCULES HOLDINGS D 2016-08-24 2024-01-11 55583 6665 48918 48918 MUELLER INDS INC D 2024-01-11 45009 12800 32209 32209 SCHWAB LARGE CAP ETF P 2024-10-11 22 18 4 4 SCHWAB SMALL CAP ETF P 2021-07-17 2024-10-11 11 12 -1 -1 CAPITAL GAINS DIVIDENDS P 100 100 100 81230 2442 0 2442 0 2442 8147 0 0 0 8147 X 0 5705 5705 0 0 0 0 0 0 0 0 0 0 0 1 1 OK 1 0 0 0 0 1 N/A THE FOUNDATION 9187434300 2121 S COLUMBIA SUITE 650 TULSA OK 74114 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MICHAEL R WILSON 2121 S COLUMBIA SUITE 650 TULSA OK 74114 DIRECTOR 0.00 0 0 0 CAROL B WILSON 2121 S COLUMBIA SUITE 650 TULSA OK 74114 DIRECTOR 0.00 0 0 0 NONE 0 NONE 0 0 1966823 1273720 0 3240543 0 0 3240543 48608 3191935 159597 159597 2442 2442 157155 0 157155 0 157155 143000 0 143000 157155 8883 0 0 143000 8883 0 0 134117 0 0 0 0 0 0 0 0 23038 0 0 0 MICHAEL R WILSON CAROL B WILSON X ASSISTANCE LEAGUE OF TULSA 5350 E 31ST ST TULSA OK 74135 NONE 501(C)3 ORGANIZATION ASSISTANCE 3000 BROTHER WOLF RESCUE PO BOX 8195 ASHVILLE NC 28814 NONE 501(C)3 ORGANIZATION ASSISTANCE 5000 COMMUNITIES FOUNDATION OF OK 801 NW 63RD ST SUITE 200 OKLAHOMA CITY OK 73116 NONE 501(C)3 ORGANIZATION ASSISTANCE 5000 FISHER HOUSE FOUNDATION 12300 TWINBROOK PKWY SUITE 410 ROCKVILLE MD 20852 NONE 501(C)3 ORGANIZATION ASSISTANCE 5000 FREE TO LIVE INC P O BOX 5884 EDMOND OK 73083 NONE 501(C)3 ORGANIZATION ANIMAL SANCTUARY 5000 FRIENDS FOR FOLKS INC 3334 W MAIN ST BOX 334 NORMAN OK 73072 NONE 501(C)3 ORGANIZATION ASSISTANCE 2000 FRIENDS OF UNITED HATZALAH INC 442 5TH AVE 1866 NEW YORK NY 10018 NONE 501(C)3 ORGANIZATION ASSISTANCE 5000 FUREVER FRIENDS FUND 112 N JACKSON ENID OK 73701 NONE 501(C)3 ORGANIZATION ANIMAL SANCTUARY 5000 HOPE CENTER OF EDMOND P O BOX 2915 EDMOND OK 73083 NONE 501(C)3 ORGANIZATION ASSISTANCE 8000 INFANT CRISIS SERVICES 4224 N LINCOLN BLVD OKLAHOMA CITY OK 73105 NONE 501(C)3 ORGANIZATION ASSISTANCE 5000 MERCURY ONE - DISASTER RELIEF PO BOX 121925 DALLAS TX 75312 NONE 501(C)3 ORGANIZATION ASSISTANCE 5000 NEADS P O BOX 1100 PRINCETON MA 01541 NONE 501(C)3 ORGANIZATION ASSISTANCE 5000 OKLAHOMA CITY COMMUNITY FOUNDATION 1000 N BROADWAY AVE OKLAHOMA CITY OK 73102 NONE 501(C)3 ORGANIZATION ASSISTANCE 10000 OKLAHOMA MUSUEMS ASSOCIATIONS 2100 NE 52ND ST OKLAHOMA CITY OK 73111 NONE 501(C)3 ORGANIZATION ASSISTANCE 5000 PARENT PROMISE 4323 NW 63RD ST SUITE 200 OKLAHOMA CITY OK 73116 NONE 501(C)3 ORGANIZATION ASSISTANCE 10000 PAWS FOR LIFE INC P O BOX 3211 EDMOND OK 73083 NONE 501(C)3 ORGANIZATION ASSISTANCE 4000 PEPPERS RANCH P O BOX 3814 EDMOND OK 73083 NONE 501(C)3 ORGANIZATION ASSISTANCE 5000 PIVOT 201 NE 50TH ST OKLAHOMA CITY OK 73102 NONE 501(C)3 ORGANIZATION ASSISTANCE 2000 POSITIVE TOMORROWS PO BOX 61190 OKLAHOMA CITY OK 73146 NONE 501(C)3 ORGANIZATION ASSISTANCE 5000 REGIONAL FOOD BANK OF OKLAHOMA 3355 S PURDUE OKLAHOMA CITY OK 73137 NONE 501(C)3 ORGANIZATION FOOD BANK 10000 RONALD MCDONALD HOUSE OF OKC 1301 NE 14TH STREET OKLAHOMA CITY OK 73117 NONE 501(C)3 ORGANIZATION ASSISTANCE 5000 SMILE TRAIN INC 41 MADISON AVE 28TH FLOOR NEW YORK NY 10010 NONE 501(C)3 ORGANIZATION ASSISTANCE 3000 ST JUDE'S CHILDREN'S RESEARCH HOSPITAL 262 DANNY THOMAS PLACE MEMPHIS TN 38105 NONE 501(C)3 ORGANIZATION ASSISTANCE 2000 STEPHEN STILLER TUNNEL TO TOWERS FOUNDATION 2361 HYLAN BOULEVARD STATEN ISLAND NY 10306 NONE 501(C)3 ORGANIZATION ASSISTANCE 5000 THE BELLA FOUNDATION PO BOX 20035 OKLAHOMA CITY OK 73156 NONE 501(C)3 ORGANIZATION ASSISTANCE 3000 THE CHILDRENS CENTER INC 6800 NW 39TH EXPRESSWAY BETHANY OK 73008 NONE 501(C)3 ORGANIZATION ASSISTANCE 5000 THE FISTULA FOUNDATION 1922 THE ALAMEDA SUITE 302 SAN JOSE CA 95126 NONE 501(C)3 ORGANIZATION ASSISTANCE 3000 THE ISRAEL GUIDE DOG CENTER FOR THE BLIND 968 EASTON ROAD SUITE H WARRINGTON PA 18976 NONE 501(C)3 ORGANIZATION ASSISTANCE 5000 TULSA DEBATE LEAGUE INC PO BOX 35711 TULSA OK 74153 NONE 501(C)3 ORGANIZATION ASSISTANCE 3000 143000 0 14 94 14 102370 14 18 81230 0 183694 0 183694 0 0 0 0 0 0 0 0 0 0 X X 1 MICHAEL R AND CAROL B WILSON 2121 S COLUMBIA SUITE 650 TULSA OK 74114 197077 X 1 200 SHARES OF BANK OF NEW YORK MELLON 15816 2023-12-16 1 300 SHARES OF CRANE CO 49323 2023-12-16 1 200 SHARES OC CTS CORP 11390 2023-12-16 1 100 SHARES OF GATX CORP 16269 2023-12-16 1 100 SHARES OF HER HOLDINGS 19900 2023-12-16 1 200 SHARES OF NORTHERN TRUST CORP 21112 2023-12-16 1 500 SHARES OF SONY GROUP 10745 2023-12-16 1 500 SHARES OF TRINITY 18890 2023-12-16 1 200 SHARES OF UNITED STATES CELLULAR 12468 2023-12-16 1 100 SHARES OF WASTE MANAGEMENT 21164 2023-12-16 TAX RETURN PREPARATION 1275 1275 0 13137 SHARES AMERICAN CENTURY ONE 161874 304520 1759 SHARES VANGUARD TOTAL BOND MARKET 150317 126490 1000 SHARES RYMAN HOSPITALITY PR - REIT 90480 0 1778 SHARES VANGUARD FTSE 80017 85024 194 SHARES UNITEDHEALTH 72001 98137 500 SHARES OF HERCULES HOLDINGS, INC 68644 94665 911 SHARES SCHWAB US SMALL CAP 64299 95923 1866 SHARES COLUMBIA EM CORE 52259 55234 500 SHARES RYMAN HOSPITALITY PR - REIT 50360 0 329 SHARES ABBVIE INC 50032 58463 300 SHARES CRANE CO 49323 45525 700 SHARES FIDELITY NATL INFO 43316 56539 800 SHARES MONDELEZ 42672 47784 2258 SHARES WILLIAMS 42110 122203 800 SHARES OF MUELLER INDS 40900 79360 400 SHARES SENSIENT TECHNOLOGIES 39784 28504 522 SHARES SONY 39713 11046 400 SHARES OF SONY 34532 8464 300 SHARES WASTE MANAGEMENT 32610 62337 717 SHARES EVERGY/WESTAR 32420 44131 561 SHARES LIBERTY INTERACTIVE GCI 31169 24297 576 SHARES ARCHER 30090 29100 400 SHARES OF TEXTRON 28592 30596 835 SHARES FLOWSERVE 28059 48029 400 SHARES SOUTHWEST GAS 27588 28284 472 SHARES WATTS WATER TECH 25314 95958 158 SHARES HONEYWELL 24490 35691 200 SHARES ENPRO 23910 34900 100 SHARES WASTE MANAGEMENT 21164 20179 200 SHARES NORTHERN TRUST CORP 21112 20500 500 SHARES CTS CORP 21005 36911 500 SHARES MADISON SQUARE 19922 37463 500 SHARES TRINITY 18890 17550 100 SHARES GATX CORP 16269 15496 200 SHARES BANK NEW YORK MELLON 15816 0 400 SHARES TEXTRON, INC. 15370 15298 83 SHARES HONEYWELL 13776 18749 200 SHARES UNITED STATES CELLULAR 12468 12544 200 SHARES CTS CORP 11390 10546 500 SHARES SONY 10745 10580 12 SHARES WASTE MANAGEMENT 1354 2421 OTHER ASSETS 3068 COST BASIS DIFFERENCE OF DONATED STOCK 91657 MISC EXPENSE 168 168 0 OVERHEAD MANAGEMENT FWW 6000 6000 0 SUSPENSE 0 62 FOREIGN TAXES WITHHELD 544 544 0 FEDERAL TAX EXPENSE 6015 0 0