2025-11-14T11:24:45-06:00 2024-12-31 204553256 MARINER WEALTH ADVISORS 4200 E SKELLY DRIVE SUITE 950 TULSA OK 74135 990PF 2024-01-01 731519836 LOBECK TAYLOR FAMILY FOUNDATION LOBE 9185832955 1124 SOUTH LEWIS AVENUE TULSA OK 74104 CINDY ROECKER CFO 9185832955 2025-11-14 1 0 CHARLIE NIEMAN P01578793 9183881655 2024 2025-03-06 01:10:19Z X 51699196 X 1080781 1108030 932029 2247 2247 2247 2877570 7928531 2345199 476494 0 0 5545122 3279475 0 197407 40221 0 118124 480586 0 0 287573 50 0 0 0 16858 3435 0 0 37770 0 0 0 524814 0 0 0 32809 15178 0 0 539381 571 0 245598 1829675 59405 0 651295 98727 98727 1928402 59405 0 750022 3616720 3220070 0 1 1215899 1053804 1053804 4481150 3366858 4481150 4481150 5465902 0 7462006 5465902 5465902 28401653 27101138 40644218 58521 54122 54122 40504938 38156116 51699196 41890 40919 10194903 5075277 10236793 5116196 X 30268145 33039920 0 0 0 0 30268145 33039920 40504938 38156116 30268145 3616720 0 33884865 844945 33039920 CHARLES SCHWAB #0716 CAP GAIN DISTRIBUTIONS 2024-12-31 139657 25838 113819 113819 CHARLES SCHWAB #0716 CAP GAIN DISTRIBUTIONS 2024-12-31 6755860 4446759 2309101 2309101 CHARLES SCHWAB #0716 CAP GAIN DISTRIBUTIONS 2024-12-31 58364 49963 8401 8401 CHARLES SCHWAB #8645 CAP GAIN DISTRIBUTIONS 2024-12-31 9376 10545 -1169 -1169 CHARLES SCHWAB #8645 CAP GAIN DISTRIBUTIONS 2024-12-31 965274 1050227 -84953 -84953 2345199 7232 44759 0 44759 0 44759 10004 0 45000 0 55004 X 0 10245 10245 0 0 0 0 0 0 0 0 0 1 1 0 1 1 CA OK 1 0 0 1 0 1 WWW.LOBECKTAYLOR.COM CINDY ROECKER 9185832955 1124 SOUTH LEWIS AVENUE TULSA OK 74104 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 BRIAN PASCHAL 1124 SOUTH LEWIS AVENUE TULSA OK 74104 EXECUTIVE DIRECTOR 40.00 197407 0 0 KATHY TAYLOR 1124 SOUTH LEWIS AVENUE TULSA OK 74104 DIRECTOR 0.00 0 0 0 MARGARET LOBECK PELLEGRINI 1124 SOUTH LEWIS AVENUE TULSA OK 74104 DIRECTOR 0.00 0 0 0 TOM KENNEDY 1124 SOUTH LEWIS AVENUE TULSA OK 74104 DIRECTOR 0.00 0 0 0 WILLIAM E LOBECK JR 1124 SOUTH LEWIS AVENUE TULSA OK 74104 DIRECTOR 0.00 0 0 0 CINDY ROECKER 1124 SOUTH LEWIS AVENUE TULSA OK 74104 EMPLOYEE 40.00 119987 0 0 SARAH K HALL 1124 SOUTH LEWIS AVENUE TULSA OK 74104 EMPLOYEE 40.00 109724 0 0 STEVEN M MCCLENDON 1124 SOUTH LEWIS AVENUE TULSA OK 74104 EMPLOYEE 40.00 91402 0 0 DIANA PAUL 1124 SOUTH LEWIS AVENUE TULSA OK 74104 EMPLOYEE 40.00 77524 0 0 CLAIRE C LEMASTER 1124 SOUTH LEWIS AVENUE TULSA OK 74104 EMPLOYEE 40.00 76112 0 0 0 NONE 0 KIVA WAS FORMED TO SUPPORT AND LAUNCH LOCAL SMALL BUSINESSES AND TO HELP A THRIVING ENTREPRENEURIAL ECOSYSTEM IN THE TULSA AREA. 7051 0 40406719 890918 0 41297637 0 0 41297637 619465 40678172 2033909 2033909 44759 6933 51692 1982217 0 1982217 0 1982217 750022 0 750022 1982217 0 0 340250 882778 87203 1310231 2620462 750022 0 0 0 750022 0 1232195 1232195 1388267 0 0 0 0 0 0 0 1388267 78036 1310231 KATHY TAYLOR WILLIAM E LOBECK JR X I2E 840 RESEARCH PKWY STE 250 OKLAHOMA CITY OK 73104 N/A PC GENERAL OPERATIONS 5000 OKLAHOMA CENTER FOR COMMUNITY JUSTICE (OCCJ) 100 WEST FIFTH STREET STE 335 TULSA OK 74103 TULSA OK 74103 N/A PC GENERAL OPERATIONS 10000 TULSA AREA UNITED WAY 591 E 36TH ST N TULSA OK 74106 N/A PC GENERAL OPERATIONS 50000 TULSA AREA HISPANIC 2160 S GARNETT RD SUITE 18 TULSA OK 74129 N/A PC GENERAL OPERATIONS 1000 TULSA GLOBAL ALLIANCE 2317 S JACKSON AVE SUITE 300 TULSA OK 74107 N/A PC GENERAL OPERATIONS 1000 TULSA REGIONAL CHAMBER 1 W 3RD ST TULSA OK 74103 N/A PC GENERAL OPERATIONS 2000 COMMUNITY FOOD BANK OF EASTERN OKLAHOMA 1304 N KENOSHA AVE TULSA OK 74106 N/A PC GENERAL OPERATIONS 2500 CITY OF TULSA 175 EAST 2ND STREET SUITE 690 TULSA OK 74103 N/A PC GENERAL OPERATIONS 15176 FOOD ON THE MOVE INC PO BOX 1626 TULSA OK 74101 N/A PC GENERAL OPERATIONS 5000 KIVA 986 MISSION STREET 4TH FL SAN FRANCISCO CA 94103 N/A PC GENERAL OPERATIONS 7051 98727 0 813211 647 14 159561 813211 175354 14 772468 16 2247 14 476494 813211 532370 14 2345200 708371 3755970 0 4464341 0 0 0 0 0 0 0 0 0 0 X X 1 KATHY TAYLOR 1124 SOUTH LEWIS AVENUE TULSA OK 74104 1000000 X 2 KATHY TAYLOR 1124 SOUTH LEWIS AVENUE TULSA OK 74104 80781 X 1 STOCK 1000000 2024-12-31 ACCOUNTING FEES 16858 3435 0 0 CORPORATE STOCK 26570166 40113246 PRIVATE EQUITY INVESTMENTS 530972 530972 LEGAL FEES 50 0 0 0 ACCRUED DIVIDENDS 58521 54122 54122 OTHER DECREASES 844944 ROUNDING 1 OFFICE EXPENSE 10613 0 0 0 OTHER PORTFOLIO DEDUCTIONS 701 571 0 0 DUES & SUBSCRIPTIONS 13182 0 0 0 INSURANCE 248906 0 0 0 MEALS & ENTERTAINMENT 1613 0 0 0 TRAINING 2799 0 0 0 POSTAGE & DELIVERY 678 0 0 0 GIFTS 6185 0 0 0 ADVERTISING EXPENSES 281663 0 0 245598 TELEPHONE EXPENSE 5280 0 0 0 COMPUTER EQUIPMENT 3854 0 0 0 SOFTWARE COST 1275 0 0 0 TRAVEL 3537 0 0 0 BENEFITS CHARGE BACK -64545 0 0 0 SUSPENSE CHARGE BACK 17097 0 0 0 REPAIR & MAINTANANCE 0 0 0 0 CONTRACT LABOR 5280 0 0 0 MISC EXPENSE 1263 0 0 0 OTHER INCOME 461869 0 0 INSURANCE PROCEEDS 14625 0 0 TRISTATE CAPITAL LINE OF CREDIT 10194978 5075277 PAYROLL PROTECTION PROGRAM -75 0 PROFESSIONAL FEES 37770 0 0 0 PAYROLL TAXES 17544 2738 0 0 FOREIGN TAXES 15264 12440 0 0 OTHER TAXES AND LICENSES 1 0 0 0