2025-11-11T15:12:02-08:00 2024-12-31 453705962 Morse & Co PLLC 6060 S American Plaza St E Ste 600 Tulsa OK 74135 990PF 2024-01-01 731603064 Maxwell Family Charitable Foundation MAXW 9186406477 3719 E 116th Pl S Tulsa OK 74137 Jeffrey L Maxwell Trustee 2025-11-11 true true Marvin L Morse P00069467 9187491040 2024 2025-03-06 01:10:19Z X 672111 X X 979 979 979 8370 8370 8370 9349 9349 9349 8863 3545 5318 6935 2774 4161 86 34 52 15884 6353 9531 51400 51400 67284 6353 60931 -57935 2996 9349 263682 205747 205747 62247 62247 175681 238858 238858 290683 564787 506852 672111 0 X 564787 506852 564787 506852 564787 506852 564787 -57935 506852 506852 42 42 42 42 0 false false false false false false false true true OK true false false false false true N/A Jeffrey L Maxwell 9186406477 3719 E 116th Pl S Tulsa OK 741378201 false false false false false false false false false false false false false false false false false false false false false false Jeffrey L Maxwell 3719 E 116th Pl S Tulsa OK 74137 Trustee 1.00 0 John H Maxwell 6642 S Granite Ave Tulsa OK 74136 Advisory Comm. 0.00 0 Mary Sue Maxwell 6642 S Granite Ave Tulsa OK 74136 Advisory Comm. 0.00 0 NONE NONE 432994 257067 0 690061 0 690061 10351 679710 33986 33986 42 42 33944 33944 33944 60931 60931 33944 4492 7655 8240 29944 23901 74232 60931 0 33944 26987 101219 0 4492 96727 7655 8240 29944 23901 26987 John H Maxwell Mary Sue Maxwell X St Dunstans Episcopal Church 5635 E 71st St Tulsa OK 74136 None N/A Unrestricted 32200 Daily Family YMCA of Bixby OK 7910 E 134th St S Bixby OK 74008 None N/A Unrestricted 1500 Rotary Club of Bixby PO Box 511 Bixby OK 74008 None N/A Unrestricted 2500 Indian Nation Council of B S A 3206 S Peoria Ave Tulsa OK 74105 None N/A Unrestricted 500 Cystic Fibrosis Foundation 2642 E 21st St Ste 100 Tulsa OK 74114 None N/A Unrestricted 1300 MSNI Inc 1123 S Erie Ave Tulsa OK 74112 None N/A Unrestricted 3500 University of Tulsa 600 S College Ave Tulsa OK 74104 None N/A Unrestricted 1500 Catholic Charities 739 N Denver Ave Tulsa OK 74148 None N/A Unrestricted 1000 Bixby Educ Endowment Foundation 109 N Armstrong St Bixby OK 74008 None N/A Unrestricted 100 NSU Foundation 812 N Cedar Ave Tahlequah OK 74464 None N/A Unrestricted 500 Holland Hall 5666 E 81st St Tulsa OK 74137 None N/A Unrestricted 500 Sangha Tulsa 4934 E 73rd St Tulsa OK 74136 None N/A Unresticted 500 OU Foundation 100 W Timberdell Rd Norman OK 73019 none N/A To support the POM squad. 4000 Bixby Historical Society 24 E McKennon Ave Bixby OK 74008 none N/A To support Festival of Trees event. 500 Little Light House 5120 E 36th St Tulsa OK 74135 none N/A Unrestricted 1300 51400 14 979 14 8370 9349 9349 false false false false false false false false false false Tax Preparation 8863 3545 0 5318 Apple Inc. - 360 Shares 6444 90151 AT&T 700 Shares 15383 15939 Microsoft Corp 130 Shares 19987 54795 Verizon Commuications 370 Shares 20433 14796 Vanguard Fixed Inter Term US 7445.375 Sh AT COST 85991 72444 Select Sector SPDR Trust SBI 380 units AT COST 20451 28762 Ishares Trust S&P 500 GRWT ETF AT COST 33856 53811 INVSC QQQ Trust SRS 1 AT COST 31866 51123 Ishares S&P 500 Value AT COST 33343 41993 SPDR DOW Jones AT COST 33351 42550 Investment Advisory Fees 6935 2774 0 4161 Federal Income Tax 86 34 52