2025-11-13T13:33:35-08:00 2024-12-31 205861398 HSPG & ASSOCIATES PC 5400 N GRAND BLVD STE 330 OKLAHOMA CITY OK 73112 990PF 2024-01-01 731463646 THE JOULLIAN FOUNDATION INC JOUL 4057489400 9800 NORTH OKLAHOMA AVENUE OKLAHOMA CITY OK 731147406 MARION STORY PRESIDENT 4057489400 2025-11-10 true true ERIC F PERCIVAL P00295636 4058449995 2025-11-13 2024 2025-03-06 01:10:19Z X 7475454 X X 4450 4450 331609 331609 69761 1645600 69761 54669 0 13178 13178 418998 418998 54669 97083 4854 92229 0 0 0 18855 11774 0 48964 48964 164902 65592 92229 369000 369000 533902 65592 461229 -114904 353406 54669 66 93262 93262 107464 81516 81516 0 0 3344929 3117058 5593719 1695046 1757104 1706957 0 0 0 0 0 0 0 5147505 5048940 7475454 15634 31973 0 0 0 0 15634 31973 X 5131871 5016967 5131871 5016967 5147505 5048940 5131871 -114904 5016967 5016967 SEE ATTM P 2023-12-31 2024-12-31 695218 0 680126 15092 0 0 0 15092 SEE ATTM P 2024-12-31 2024-12-31 950382 0 895713 54669 0 0 0 54669 69761 54669 4912 0 4912 0 4912 0 0 0 0 X 257 5169 0 false false false false false false false true true OK true false false false false true N/A MARION STORY 4057489217 9800 NORTH OKLAHOMA AVENUE OKLAHOMA CITY OK 731147406 false false false false true false false false false false false false false false false false false false false false false false MARION J STORY 9800 NORTH OKLAHOMA AVENUE OKLAHOMA CITY OK 731147406 PRESIDENT 10.00 95833 0 0 E CAREY JOULLIAN IV 9800 NORTH OKLAHOMA AVENUE OKLAHOMA CITY OK 731147406 VICE PRESIDENT 5.00 0 0 0 ALICE B MEARES 9800 NORTH OKLAHOMA AVENUE OKLAHOMA CITY OK 731147406 ASSISTANT SEC/TREAS. 10.00 1250 0 0 NONE 0 NONE 0 N/A 0 NONE 0 0 0 7246478 80620 0 7327098 0 7327098 109906 7217192 360860 360860 4912 4912 355948 355948 355948 461229 0 461229 355948 25782 0 0 0 0 0 0 461229 25782 0 355948 79499 79499 0 0 0 0 0 79499 0 0 0 0 79499 NA MARION JOULLIAN STORY 9800 NORTH OKLAHOMA AVENUE OKLAHOMA CITY OK 731147406 4057489400 WRITTEN REQUESTS, INCLUDING EXEMPT PURPOSE, INFORMATION ABOUT THE ORGANIZATION AND PROOF OF EXEMPT STATUS UNDER SECTION 501(C)(3) NONE LIMITED TO 501(C)(3) ORGANIZATIONS THE COLONIAL WILLAMSBURG FOUNDATION PO BOX 1776 WILLIAMSBURG VA 23187 N/A GENERAL DONATION 10000 CASADY SCHOOL 9500 N PENNSYLVANIA AVE OKLAHOMA CITY OK 73156 N/A GENERAL DONATION 100000 BOYS & GIRLS OF OKLAHOMA COUNTY PO BOX 18701 OKLAHOMA CITY OK 73154 N/A GENERAL DONATION 10000 TRINITY SCHOOL 3200 NORTH WALKER AVENUE OKLAHOMA CITY OK 73118 N/A GENERAL DONATION 10000 BOYS AND GIRLS CLUBS OF BOSTON 200 HIGH STREET 3RD FLOOR BOSTON MA 02110 N/A GENERAL DONATION 5000 REGIONAL FOOD BANK PO BOX 270968 OKLAHOMA CITY OK 73137 N/A GENERAL DONATION 25000 EISENHOWER HEALTH FOUNDATION 39000 BOB HOPE DRIVE RANCHO MIRAGE CA 92270 N/A GENERAL DONATION 5000 MAYO CLINIC 200 FIRST STREET SOUTHWEST ROCHESTER MN 55905 N/A GENERAL DONATION 2500 OKLAHOMA CITY NATIONAL MEMORIAL MUSEUM 620 NORTH HARVEY AVENUE OKLAHOMA CITY OK 73102 N/A GENERAL DONATION 10000 NICHOLS HILLS UNITED METHODIST CHURCH 1212 BEDFORD DRIVE OKLAHOMA CITY OK 73116 N/A GENERAL DONATION 10000 TRINITY UNIVERSITY ONE TRINITY PLACE SAN ANTONIO TX 78212 N/A GENERAL DONATION 100000 OKLAHOMA STATE UNIVERSITY FOUNDATION 400 SOUTH MONROE STILLWATER OK 74074 N/A GENERAL DONATION 25000 DUKE UNIVERSITY BOX 90581 DURHAM NC 27708 N/A GENERAL DONATION 10000 BOYS AND GIRLS CLUBS OF OKLAHOMA COUNT PO BOX 18701 OKLAHOMA CITY OK 73154 N/A GENERAL DONATION 10000 OKLAHOMA MEDICAL RESEARCH FOUNDATION 825 NORTHEAST 13TH STREET OKLAHOMA CITY OK 73104 N/A GENERAL DONATION 5000 FLAG POLES HONORING OUR VETERANS 108 WOODS DRIVE MOORE OK 73160 N/A GENERAL DONATION 5000 THE LIVING DESERT ZOO & GARDENS 47900 PORTOLA AVENUE PALM DESERT CA 92260 N/A GENERAL DONATION 10000 THE NATURE CONSERVANCY 4245 N FAIRFAX DRIVE SUITE 100 ARLINGTON VA 22203 N/A GENERAL DONATION 1500 DESERT COMMUNITY FOUNDATION 75-105 MERLE DRIVE PALM DESERT CA 92211 N/A GENERAL DONATION 5000 WESTMINISTER PRESBYTERIAN CHURCH 4400 N SHARTEL OKLAHOMA CITY OK 73118 N/A GENERAL DONATION 10000 369000 14 4450 14 331609 18 84387 ROYALTY INCOME 15 7812 428258 428258 false false false false false false false false false false HSPG & ASSOC. PC TAX PREPARATION 0 NONE 0 227.280 FIDELITY INTL INDX-INST PRM 2024-08 Purchased 2024-11 11309 11177 132 244.713 SH FIDELITY 500 INDEX FUND Purchased 2024-04 44183 40267 3916 455.210 SH FIDELITY 500 INDEX FUND Purchased 2024-09 85693 82614 3079 238.914 SH FIDELITY 500 INDEX FUND 2024-11 Purchased 2024-11 50055 49766 289 7 SH ISHARES BROAD USD HIGH YIELD 2024-07 Purchased 2024-11 262 257 5 2052 SH ISHARES BROAD USD HIGH YIELD 2024-07 Purchased 2024-11 76675 75202 1473 648 SH JPMORGAN BETABUILDERS EUROPE ETF 2024-02 Purchased 2024-07 39606 37352 2254 245.5 SH JPMORGAN BETABUILDERS JAPAN 2024-08 Purchased 2024-09 13853 13319 534 23.5 SH JPMORGAN BETABUILDERS JAPAN 2024-08 Purchased 2024-11 1333 1275 58 1035.154 SH SIX CIRCLES US UNCONSTR EQ 2023-06 Purchased 2024-04 16894 13912 2982 965.156 SH SIX CIRCLES US UNCONSTR EQ 2024-08 Purchased 2024-09 16524 15761 763 667.631 SH SIX CIRCLES INTL UNCON EQ 2024-08 Purchased 2024-09 7791 7644 147 2648.297 SH SIX CIRCLES CREDIT OPPORT 2024-07 Purchased 2024-11 23888 23543 345 911 SH VANGUARD TOTAL BOND MARKET 2023-05 Purchased 2024-02 65484 66924 -1440 510 VANGUARD MORTGAGE-BACKED SEC 2023-05 Purchased 2024-01 23293 23646 -353 71 SH VANGUARD LONG-TERM TREASURY ETF 2024-01 Purchased 2024-09 4418 4173 245 2362 SH VANGUARD LONG-TERM TREASURY ETF Purchased 2024-11 137664 137741 -77 1 SH VANGUARD INT-TERM CORPORATE 2023-12 Purchased 2024-05 79 79 0 2 SH VANGUARD INT-TERM CORPORATE 2023-12 Purchased 2024-05 158 157 1 905 SH VANGUARD INT-TERM CORPORATE 2023-12 Purchased 2024-05 71723 71225 498 52 SH VANGUARD INT-TERM CORPORATE 2023-12 Purchased 2024-09 4333 4092 241 112.601 SH FIDELITY INTL-INST PRM 2023-01 Purchased 2024-11 5603 4951 652 600.809 SH FIDELITY 500 INDEX FUND 2023-05 Purchased 2024-07 116539 85958 30581 48.098 SH FIDELITY 500 INDEX FUND 2023-05 Purchased 2024-09 9054 6881 2173 673.422 SH ISHARES-MSCI EAFE INTL-K 2016-09 Purchased 2024-09 11017 7934 3083 233 SH JPMORGAN BETABUILDERS EUROPE ETF 2023-02 Purchased 2024-07 14241 12451 1790 357 SH JPMORGAN BETABUILDERS EUROPE ETF 2023-02 Purchased 2024-07 21813 19068 2745 71 SH JPMORGAN BETABUILDERS EUROPE ETF Purchased 2024-09 4275 3741 534 1266 SH JPMORGAN BETABUILDERS EUROPE ETF 2023-01 Purchased 2024-11 72343 66425 5918 539 SH JPMORGAN BETABUILDERS EUROPE ETF 2023-01 Purchased 2024-11 30837 28280 2557 78.5 SH JPMORGAN BETABUILDERS JAPAN ETF 2021-01 Purchased 2024-09 4429 4505 -76 55.5 SH JPMORGAN BETABUILDERS JAPAN ETF 2023-06 Purchased 2024-11 3148 2910 238 241 SH JPMORGAN BETABUILDERS JAPAN ETF 2023-06 Purchased 2024-11 13657 12635 1022 89 SH JPMORGAN BETABUILDERS CANADA 2023-05 Purchased 2024-07 5982 5486 496 1 SH JPMORGAN BETABUILDERS CANADA 2023-05 Purchased 2024-07 67 62 5 10 SH JPMORGAN BETABUILDERS CANADA 2023-05 Purchased 2024-07 672 616 56 5 SH JPMORGAN BETABUILDERS CANADA 2023-05 Purchased 2024-07 336 308 28 370 SH JPMORGAN BETABUILDERS CANADA Purchased 2024-07 24839 21280 3559 147 SH JPMORGAN BETABUILDERS CANADA 2018-08 Purchased 2024-09 10127 7200 2927 2 SH JPMORGAN BETABUILDERS DEVELOP 2021-01 Purchased 2024-07 100 114 -14 1 SH JPMORGAN BETABUILDERS DEVELO 2021-01 Purchased 2024-07 50 57 -7 205 SH JPMORGAN BETABUILDERS DEVELO 2021-01 Purchased 2024-07 10258 11717 -1459 396 SH JPMORGAN BETABUILDERS DEVELO 2021-01 Purchased 2024-07 19767 22629 -2862 81 SH JPMORGAN BETABUILDERS DEVELO Purchased 2024-07 4049 4276 -227 113 SH JPMORGAN BETABUILDERS DEVELO 2022-01 Purchased 2024-09 5668 5783 -115 1021.709 SH SIX CIRCLES US UNCONSTR EQ 2022-01 Purchased 2024-04 16675 13865 2810 2075.697 SH SIX CIRCLES US UNCONSTR EQ 2023-06 Purchased 2024-07 36470 27897 8573 647.964 SH SIX CIRCLES US UNCONSTR EQ 2023-06 Purchased 2024-09 11094 8709 2385 3871.718 SH SIX CIRCLES US UNCONSTR EQ 2023-06 Purchased 2024-11 74182 52036 22146 1141.388 SH SIX CIRCLES INTL UNCON EQ 2021-10 Purchased 2024-04 12989 12784 205 868.769 SH SIX CIRCLES INTL UNCON EQ 2021-10 Purchased 2024-09 10139 9730 409 4488.937 SH SIX CIRCLES GLOBAL BOND 2020-08 Purchased 2024-08 38291 44593 -6302 6087.640 SH SIX CIRCLES CREDIT OPPORT Purchased 2024-11 54911 57013 -2102 6945.076 SH VANGUARD TTL BD MKT IDX-ADM Purchased 2024-02 65700 73061 -7361 924 SH VANGUARD TOTAL BOND MARKET Purchased 2024-01 67156 70299 -3143 2 SH VANGUARD TOTAL BOND MARKET 2022-08 Purchased 2024-01 145 152 -7 2 SH VANGUARD TOTAL BOND MARKET 2022-08 Purchased 2024-02 144 152 -8 64 SH VANGUARD TOTAL BOND MARKET 2022-08 Purchased 2024-02 4600 4863 -263 851 SH VANGUARD TOTAL INTL BOND ETF Purchased 2024-01 41457 45616 -4159 1193 SH VANGUARD TOTAL INTL BOND ETF Purchased 2024-02 57947 61723 -3776 577 SH VANGUARD TOTAL INTL BOND ETF Purchased 2024-08 28598 29396 -798 898 SH VANGUARD MORTGAGE-BACKED SEC Purchased 2024-01 41013 48557 -7544 INVESTMENT FEES 48303 48303 MISCELLANEOUS 79 79 ROYALTY OTHER EXPENSES 582 582 ROYALTY INCOME 7813 7813 CONTRIBUTIONS RETURNED 5365 5365 PAYROLL TAXES 7427 7427 FOREIGN TAXES 3784 3784 ROYALTY GPT 563 563 TAXES 7081 0