2025-11-03T12:18:04-06:00 2024-12-31 731413977 HOGANTAYLOR LLP 1225 N BROADWAY AVENUE SUITE 200 OKLAHOMA CITY OK 73103 990PF 2024-01-01 237023817 HISTORICAL PRESERVATION INC HIST 4056416244 PO BOX 1046 OKLAHOMA CITY OK 73101 MARVA ELLARD PRESIDENT 4056416244 2025-10-31 1 0 ASHLEY M FOGLE P01258800 4058482020 2025-10-29 2024 2025-03-06 01:10:19Z X 5120672 X 17539 X 10722 10722 137290 137290 152144 152144 152144 128167 13484 114683 445862 313640 114683 0 0 0 0 4862 0 0 4862 13315 3329 0 9986 3222 30 0 0 11292 2023 9269 3850 0 0 3850 2555 0 0 2555 225883 892 61135 163856 264979 6274 70404 185109 23915 23915 288894 6274 70404 209024 156968 307366 44279 70977 500 500 331253 395047 395047 4383907 3402953 4672795 392130 339800 27586 52330 52330 4813723 3850830 5120672 0 0 X 0 0 0 0 4813723 3850830 4813723 3850830 4813723 3850830 4813723 156968 2023 4972714 1121884 3850830 CAPITAL GAINS DIVIDENDS P 152144 152144 152144 152144 4272 0 4272 0 4272 1808 0 5000 0 6808 136 2400 2400 0 0 0 0 0 0 0 0 0 0 0 1 1 OK 1 0 0 0 0 1 WWW.HERITAGEHILLS.ORG JUDY LAMBERT 4056416244 PO BOX 1046 OKLAHOMA CITY OK 731011046 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MARVA ELLARD PO BOX 1046 OKLAHOMA CITY OK 731011046 PRESIDENT 2.00 0 0 0 ALAN KIRKPATRICK PO BOX 1046 OKLAHOMA CITY OK 731011046 1ST VICE PRESIDENT 2.00 0 0 0 AMY SERGENT PO BOX 1046 OKLAHOMA CITY OK 731011046 2ND VICE PRESIDENT 2.00 0 0 0 JUDY LAMBERT PO BOX 1046 OKLAHOMA CITY OK 731011046 TREASURER 2.00 0 0 0 MARY KAY GUMERLOCK PO BOX 1046 OKLAHOMA CITY OK 731011046 SECRETARY 2.00 0 0 0 NONE 0 NONE 0 MAINTENANCE OF APPROXIMATELY 5 ACRES OF PUBLIC PARKS AND STREET MEDIANS IN THE HERITAGE HILLS NEIGHBORHOOD. 78909 SECURITY PATROL IN THE HERITAGE HILLS AND MESTA PARK AND BOUNDARY MAIN THROUGHFARES. 35000 PRESERVATION OKLAHOMA (OVERHOSLER MANSION) WHICH IS LOCATED IN HERITAGE HILLS. 7500 SHARTEL BOULEVARD DEVELOPMENT AUTHORITY WHICH MAINTAINS THE STREET MEDIANS OF SHARTEL BLVD. AND NW 18TH THAT ARE IN HERITAGE HILLS AND MESTA PARK. 5000 0 4603767 386403 39958 5030128 0 0 5030128 75452 4954676 247734 247734 4272 4272 243462 0 243462 0 243462 209024 0 209024 243462 165622 0 0 209024 165622 0 0 43402 0 0 0 0 0 0 0 0 200060 0 0 0 X WILSON ARTS INC 420 NW 21ST OKLAHOMA CITY OK 73103 PC MAINTENANCE AND BEAUTIFICATION 5165 OKLAHOMA PHILHARMONIC SOCIETY 424 COLCORD DR B OKLAHOMA CITY OK 73102 PC MEMORIAL FOR RENATE WESTPHAL WIGGIN 250 UNIVERSITY OF OKLAHOMA FOUNDATION 100 W TIMBERDELL RD NORMAN OK 73019 PC MEMORIAL FOR THOMAS SAFFA STAPLETON 250 CATHOLIC CHARITIES OF THE ARCHDIOCESE OF OKLAHOMA CITY 1232 N CLASSEN BLVD OKLAHOMA CITY OK 73106 PC MEMORIAL FOR GERTRUDE "TRUDY" WHITE 250 MINNESOTA ELKS YOUTH CAMP 10860 CO RD 118 NISSWA MN 56468 PC MEMORIAL FOR AUBREY M KERR JR 250 PRESERVATION OKLAHOMA 405 NW 15TH OKLAHOMA CITY OK 73103 PC MEMORIAL FOR DR. DAN ELKINS JONES 250 PRESERVATION OKLAHOMA 405 NW 15TH OKLAHOMA CITY OK 73103 PC MEMORIAL FOR ELIZABETH JANE HOLCOMBE 250 UNITED WAY OF CENTRAL OKLAHOMA 1444 NW 28TH ST OKLAHOMA CITY OK 73106 PC MEMORIAL FOR JERRY A GILBERT 250 ST PAUL'S EPISCOPAL CATHEDRAL 127 NW 7TH ST OKLAHOMA CITY OK 73102 PC MEMORIAL FOR JAMES WILBURN HAMPTON, MD 250 FIRST UNITARIAN CHURCH 600 NW 13TH ST OKLAHOMA CITY OK 73103 PC MEMORIAL FOR TIMOTHY LARASON 250 PRESERVATION OKLAHOMA 405 NW 15TH OKLAHOMA CITY OK 73103 PC OVERHOLSER MANSION 7500 SHARTEL BOULEVARD DEVELOPMENT AUTHORITY 521 NW 17TH OKLAHOMA CITY OK 73103 PC MAINTENANCE AND BEAUTIFICATION 5000 WILSON ARTS INC 420 NW 21ST OKLAHOMA CITY OK 73103 PC MAINTENANCE AND BEAUTIFICATION 1500 WILSON ARTS INC 420 NW 21ST OKLAHOMA CITY OK 73103 PC MAINTENANCE AND BEAUTIFICATION 2500 23915 0 14413 14 10722 14 137290 14 152144 OIL & GAS ROYALTIES 15 13484 BOOK SALES 588 TICKETS/TOURS 99682 0 313640 114683 428323 2 MEMBERSHIP DUES ARE COLLECTED TO PROMOTE INTEREST IN AND FURTHER PRESE 11B BOOK SALES PROMOTE THE ORGANIZATION'S EXEMPT PURPOSE THROUGH EDUCATION 11C TICKETS/TOURS CULTIVATE INTEREST AND PARTICIPATION IN THE PRESERVATION 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 13315 3329 0 9986 28,514.778 SHS AMERICAN HIGH INCOME TRUST A 344629 278304 80,672.390 SHS BOND FUND AMERICA 1094424 898691 21,174.825 SHS CAPITAL INCOME BUILDER 848690 1460216 32,026.182 SHS CAPITAL WORLD GROWTH & INCOME 1115210 2035584 LEGAL & PROFESSIONAL FEES 4862 0 0 4862 PRIOR PERIOD ADJUSTMENT 1121884 ASSET MAINTENANCE 5586 0 0 5586 HOME TOUR EXPENSES 48037 0 48037 0 INSURANCE 4470 0 0 4470 OFFICE EXPENSES 3544 892 0 2652 PARKS & MEDIANS MAINTENANCE 78909 0 0 78909 PARTY EXPENSE 12696 0 12696 0 PROJECTS 845 0 0 845 SECURITY 40000 0 402 39598 UTILITIES 27026 0 0 27026 WEBSITE 4770 0 0 4770 OIL & GAS ROYALTIES 13484 13484 0 BOOK SALES 588 588 TICKETS/TOURS 99682 99682 MEMBERSHIP DUES AND ASSESSMENTS 14413 14413 DEPLETION 2023 EXCISE TAX 3192 0 0 0 MINERAL INTEREST TAX 30 30 0 0