2025-11-17T11:49:32-06:00 2024-12-31 204553256 MARINER WEALTH ADVISORS 4200 E SKELLY DRIVE SUITE 950 TULSA OK 74135 990PF 2024-01-01 736247047 SANFORD P & IRENE F BURNSTEIN FOUNDATION IRENE F BURNSTEIN CO-TRUSTEE SANF 9187491140 4110 S ROCKFORD AVE 200 TULSA OK 74105 IRENE BURNSTEIN CO-TRUSTEE 9187491140 2025-11-17 1 0 ANDREW LOVING P01074529 9183881655 2024 2025-03-06 01:10:19Z X 15379736 X 4000252 30004 30004 3837475 3837370 2238984 5599036 2239082 292409 302269 0 10399124 6408725 0 0 0 0 0 267961 267961 0 0 12883 12883 0 0 853247 853247 0 0 58396 58396 0 0 106364 10964 0 0 301539 301539 0 0 1600390 1504990 0 0 12065119 12065119 13665509 1504990 0 12065119 -3266385 4903735 0 117931 195292 195292 152459186 14166470 15184444 152577117 14361762 15379736 99 0 99 X 0 0 0 0 152577117 14361663 152577117 14361663 152577117 14361762 152577117 -3266385 0 149310732 134949069 14361663 AVAILABLE UPON REQUEST P 71429 71429 0 0 AVAILABLE UPON REQUEST P 2339622 2072904 266718 266718 CAPITAL GAIN DISTRIBUTION P 47253 47253 47253 AVAILABLE UPON REQUEST P 10437 10437 10437 AVAILABLE UPON REQUEST P 1655059 1655059 1655059 AVAILABLE UPON REQUEST P 289863 283124 6739 6739 AVAILABLE UPON REQUEST P 1027263 931100 96163 96163 FROM PASSTHROUGH P 1397 -1397 -1397 FROM PASSTHROUGH P 158110 158110 158110 UBIT FROM PASSTHROUGH P 0 0 2239082 15779 68162 0 68162 0 68162 95783 0 0 0 95783 0 27621 27621 0 0 0 0 0 0 0 0 0 1 1 0 1 1 OK 1 0 0 0 0 1 N/A IRENE BURNSTEIN 9187491140 4110 SOUTH ROCKFORD AVE STE 200 TULSA OK 74105 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 IRENE F BURNSTEIN 5050 NORTH OCEAN DRIVE UNIT 1101 SINGER ISLAND FL 33404 TRUSTEE 0.00 0 0 0 ELIZABETH HALL 1717 S RIVERSIDE DR 509 TULSA OK 74119 PROGRAM DIRECTOR 40.00 120112 0 0 0 MARINER WEALTH ADVISORS 4200 EAST SKELLY DRIVE SUITE 960 TULSA OK 74135 CONSULTING 115133 SAVAGE SOLUTIONS LLC 1334 N LANSING AVE TULSA OK 74106 CONSULTANT 87000 0 0 177108250 513641 0 177621891 0 0 177621891 2664328 174957563 8747878 8747878 68162 68162 8679716 0 8679716 0 8679716 12065119 0 12065119 8679716 5150531 0 0 12065119 5150531 0 0 6914588 0 0 0 0 0 0 0 0 1765128 0 0 0 IRENE F BURNSTEIN IRENE F BURNSTEIN 4110 S ROCKFORD AVE TULSA OK 74105 9187491140 NONE NONE NONE 1ST STEP MALE DIVERSION 1516 S BOSTON AVE SUITE 115 TULSA OK 74119 NONE PC GENERAL OPERATIONS 30000 501 TECH 7030 S YALE AVE 600 TULSA OK 74136 NONE PC GENERAL OPERATIONS 10000 A NEW LEAF 2306 S 1ST PL BROKEN ARROW OK 74012 NONE PC GENERAL OPERATIONS 1200000 AFRICAN AMERICAN LEADERSHIP ACADEMY TULSA 7030 S YALE AVE 600 TULSA OK 74136 NONE PC GENERAL OPERATIONS 25000 AMERICAN SONG ARCHIVES 102 E RECONCILIATION WAY TULSA OK 74103 NONE PC GENERAL OPERATIONS 30000 ARC (FORMERLY TARC) 2516 E 71ST ST TULSA OK 74136 NONE PC GENERAL OPERATIONS 40000 ART ALLIANCE TULSA 203 N MAIN ST 212 TULSA OK 74103 NONE PC GENERAL OPERATIONS 15000 ASSISTANCE LEAGUE OF TULSA 5350 E 31ST ST TULSA OK 74135 NONE PC GENERAL OPERATIONS 15000 AVANZANDO JUNTOS 32 S LEWIS AVE TULSA OK 74104 NONE PC GENERAL OPERATIONS 10000 BIG BROTHERS BIG SISTERS OF OKLAHOMA INC 1401 S BOULDER AVE STE 300 TULSA OK 74119 NONE PC GENERAL OPERATIONS 25000 BUILD IN TULSA 302 RECONCILIATION WAY TULSA OK 74120 NONE PC GENERAL OPERATIONS 30000 CAMPFIRE TULSA 706 S BOSTON AVE TULSA OK 74119 NONE PC GENERAL OPERATIONS 30000 CAP TULSA 5330 E 31ST ST 300 TULSA OK 74135 NONE PC GENERAL OPERATIONS 35000 CENTER FOR INDIVIDUALS WITH PHYSICAL CHALLENGES 815 S UTICA AVE TULSA OK 74104 NONE PC GENERAL OPERATION 30000 CITY LIGHTS FOUNDATION 1018 W 23RD ST TULSA OK 74107 NONE PC GENERAL OPERATIONS 25000 CITY YEAR 287 COLUMBUS AVE BOSTON MA 02116 NONE PC GENERAL OPERATIONS 35000 CONGREGATION B'NAI EMUNAH (YEAR END) 1719 S OWASSO AVE TULSA OK 74120 NONE PC GENERAL OPERATIONS 1500 CYSTIC FIBROSIS SOONER CHAPTER 2123 S ATLANTA PL STE 100 TULSA OK 74114 NONE PC GENERAL OPERATIONS 1000 DVIS 3124 E APACHE ST TULSA OK 74110 NONE PC GENERAL OPERATIONS 25000 FAMILY AND CHILDREN'S SERVICES 650 S PEORIA AVE TULSA OK 74120 NONE PC GENERAL OPERATIONS 50000 FOOD BANK OF EASTERN OKLAHOMA 1304 N KENOSHA AVE TULSA OK 74106 NONE PC GENERAL OPERATIONS 45000 FOOD ON THE MOVE 3787 E APACHE ST TULSA OK 74115 NONE PC GENERAL OPERATIONS 25000 GAINING GROUND 1151 S ELGIN AVE TULSA OK 74120 NONE PC GENERAL OPERATIONS 10000 GKFF - GATHERING PLACE PHASE II 7030 S YALE AVE 600 TULSA OK 74136 NONE PC GENERAL OPERATIONS 750000 GLOBAL GARDENS - TULSA 9743 E 66TH ST TULSA OK 74133 NONE PC GENERAL OPERATIONS 10000 GREEN COUNTRY HABITAT FOR HUMANITY 6235 E 13TH ST TULSA OK 74112 NONE PC GENERAL OPERATIONS 25000 GROWING TOGETHER 32 S LEWIS AVE TULSA OK 74104 NONE PC GENERAL OPERATIONS 30000 HEALTHY MINDS POLICY INITIATIVE 5310E 31ST ST STE300 TULSA OK 74135 NONE PC GENERAL OPERATIONS 30000 HOPE OUTREACH PREVENTION EDUCATION INC 3354 E 51ST STREET TULSA OK 74135 NONE PC GENERAL OPERATIONS 285000 HOUSING SOLUTIONS 110 S HARTFORD AVE TULSA OK 74120 NONE PC GENERAL OPERATIONS 100000 HUMBLE SONS BIKE COMPANY 30258 N ASPEN AVENUE BROKEN ARROW OK 74012 NONE PC GENERAL OPERATIONS 625000 HUNGER FREE OKLAHOMA 907 S DETROIT AVE 600 TULSA OK 74120 NONE PC GENERAL OPERATIONS 325000 IRON GATE 501 SOUTH CINCINNATI AVENUE TULSA OK 74103 NONE PC GENERAL OPERATIONS 15000 JEWISH FEDERATION OF TULSA 2021 E 71ST S TULSA OK 74136 NONE PC GENERAL OPERATIONS 35000 KIPP TULSA COLLEGE PREPARATORY 1661 E VIRGIN STREET TULSA OK 74106 NONE PC GENERAL OPERATIONS 25000 LA COSECHA 10811 E 41ST ST TULSA OK 74146 NONE PC GENERAL OPERATIONS 15000 LIFE SENIOR SERVICES 5950 E 31ST ST TULSA OK 74135 NONE PC GENERAL OPERATONS 50000 LINDSEY HOUSE 601 S ELGIN AVE TULSA OK 74120 NONE PC GENERAL OPERATIONS 30000 MAYO CLINIC DEPARTMENT OF DEVELOPMENT 200 FIRST ST SW ROCHESTER MN 55905 NONE PC GENERAL OPERATIONS 5000 MEALS ON WHEELS OF METRO TULSA 12620 E 31ST TULSA OK 74146 NONE PC GENERAL OPERATIONS 70000 MENTAL HEALTH ASSOCIATION 1870 SOUTH BOULDER AVENUE TULSA OK 74119 NONE PC GENERAL OPERATIONS 85000 NATURE CONSERVANCY OKLAHOMA 408 NW 7TH ST OKLAHOMA CITY OK 73102 NONE PC GENERAL OPERATIONS 25000 NEW SANCTUARY EMPOWERMENT CENTER-EL CENTRO 9068A E 31ST ST TULSA OK 74145 NONE PC GENERAL OPERATIONS 50000 OKLAHOMA ACCESS TO JUSTICE FOUNDATION 907 S DETROIT AVE 725 TULSA OK 74120 NONE PC GENERAL OPERATIONS 10000 OKLAHOMA ALLIANCE FOR ANIMALS 7140 S 69TH E AVE TULSA OK 74133 NONE PC GENERAL OPERATIONS 30000 OKLAHOMA APPLESEED CENTER FOR LAW & JUSTICE 822 E 6TH ST TULSA OK 74120 NONE PC GENERAL OPERATIONS 30000 OKLAHOMA CONFERENCE FOR COMMUNITY AND JUSTICE 4500 129TH E AVE STE 152A TULSA OK 74134 NONE PC GENERAL OPERATIONS 20000 OKLAHOMA STATE UNIVERSITY FOUNDATION 400 S MONROE ST STILLWATER OK 74074 NONE PC VETERINARY MEDICINE ENDOWMENT SCHOLARSHIP 250000 OKLAHOMANS FOR EQUALITY 621 E 4TH ST TULSA OK 74120 NONE PC GENERAL OPERATIONS 48200 OPPORTUNITY PROJECT 907 S DETROIT AVE 1100A TULSA OK 74120 NONE PC GENERAL OPERATIONS 10000 PARENT CHILD CENTER OF TULSA 1421 S BOSTON AVE TULSA OK 74119 NONE PC GENERAL OPERATIONS 47000 PAUSE4PAWS 2032 UTICA SQUARE 52768 TULSA OK 74152 NONE PC GENERAL OPERATIONS 30000 PETS HELPING PEOPLE 4421 SOUTH 49TH STREET GREENFIELD WI 53220 NONE PC GENERAL OPERATIONS 7500 PHILBROOK MUSEUM OF ART 2727 S ROCKFORD RD TULSA OK 74114 NONE PC GENERAL OPERATIONS 25000 PLANNED PARENTHOOD 1007 S PEORIA AVE 5 TULSA OK 74120 NONE PC GENERAL OPERATIONS 70000 READING PARTNERS 110 W 7TH STREET TULSA OK 74119 NONE PC GENERAL OPERATIONS 75000 RESONANCE 1608 S ELWOOD AVE TULSA OK 74119 NONE PC GENERAL OPERATIONS 20000 RESTORE HOPE MINISTRIES 2960 CHARLES PAGE BLVD TULSA OK 74127 NONE PC GENERAL OPERATIONS 180000 RIVER PARKS AUTHORITY 2121 S COLUMBIA AVE STE 205 TULSA OK 74114 NONE PC GENERAL OPERATIONS 50000 SHERWIN MILLER MUSEUM OF JEWISH ART (DIVISION OF JEWISH FEDERATION OF TULS 2021 E 71ST ST TULSA OK 74136 NONE PC GENERAL OPERATIONS 4550 SPAY OKLAHOMA INC 227 E APACHE ST TULSA OK 74106 NONE PC GENERAL OPERATIONS 35000 SPECIAL OLYMPICS 6835 S CANTON AVE TULSA OK 74136 NONE PC GENERAL OPERATIONS 15000 SPRING SHELTER PO BOX 1588 SAND SPRINGS OK 74063 NONE PC GENERAL OPERATIONS 25000 STREET SCHOOL 1135 S YALE AVE TULSA OK 74112 NONE PC GENERAL OPERATIONS 30000 SUTTON AVIAN RESEARCH CENTER 393636 GAP RD BARTLESVILLE OK 74003 NONE PC GENERAL OPERATIONS 7500 TEACH FOR AMERICA INC 25 BROADWAY 12TH FLOOR NEW YORK NY 10004 NONE PC GENERAL OPERATIONS 35000 TEMPLE ISRAEL 2004 E 22ND PL TULSA OK 74114 NONE PC GENERAL OPERATIONS 1000000 THE COMMON GOOD 19 S 48TH W AVE TULSA OK 74127 NONE PC GENERAL OPERATIONS 20000 TOWN & COUNTRY SCHOOL 8906 E 34TH ST TULSA OK 74145 NONE PC GENERAL OPERATIONS 30000 TULSA AREA UNITED WAY PO BOX 1859 TULSA OK 74101 NONE PC GENERAL OPERATIONS 170000 TULSA BALLET 1212 E 45TH PLACE TULSA OK 74105 NONE PC GENERAL OPERATIONS 15000 TULSA BOTANIC GARDENS 3900 TULSA BOTANIC DR TULSA OK 74127 NONE PC GENERAL OPERATIONS 15000 TULSA BOYS HOME 2727 S 137TH W AVE SAND SPRINGS OK 74063 NONE PC GENERAL OPERATIONS 10000 TULSA CARES 3712 E 11TH ST TULSA OK 74112 NONE PC GENERAL OPERATIONS 23200 TULSA CASA 700 S BOSTON AVE 230 TULSA OK 74119 NONE PC GENERAL OPERATIONS 15000 TULSA CHANGEMAKER 1151 S ELGIN AVE TULSA OK 74120 NONE PC GENERAL OPERATIONS 30000 TULSA CHILDREN'S MUSEUM - DISCOVERY LAB 3123 RIVERSIDE DR TULSA OK 74105 NONE PC GENERAL OPERATIONS 30000 TULSA COMMUNITY COLLEGE FOUNDATION 6111 E SKELLY DRIVE SUITE 605 TULSA OK 74135 NONE PC 2024-2025 SCHOLARSHIP FUND 25000 TULSA COMMUNITY FOUNDATION 7030 S YALE AVE 600 TULSA OK 74136 NONE PC CHAMBERLAIN/BERRY PARKS 1350000 TULSA DAY CENTER FOR THE HOMELESS 415 W ARCHER ST TULSA OK 74103 NONE PC GENERAL OPERATIONS 75000 TULSA DEBATE LEAGUE 4003 E 52ND ST TULSA OK 74135 NONE PC GENERAL OPERATIONS 40000 TULSA GIRLS ART SCHOOL 2202 E ADMIRAL BLVD TULSA OK 74110 NONE PC GENERAL OPERATIONS 20000 TULSA GLASSBLOWING SCHOOL 19 E MATHEW B BRADY ST TULSA OK 74103 NONE PC GENERAL OPERATIONS 34400 TULSA HONOR ACADEMY 209 S LAKEWOOD AVE TULSA OK 74112 NONE PC GENERAL OPERATIONS 30000 TULSA HOUSING AUTHORITY 415 E INDEPENDENCE ST TULSA OK 74106 NONE PC INSTALLMENT 1 OF 2 HILLTOP DEVELOPMENT CAPITAL PROJECT 500000 TULSA LEGACY CHARTER SCHOOLS 105 EAST 63RD ST N TULSA OK 74126 NONE PC GENERAL OPERATIONS 30000 TULSA LIBRARY TRUST PO BOX 1319 TULSA OK 74101 NONE PC GENERAL OPERATIONS 1000000 TULSA METROPOLITAN MINISTRY 5101 E PINE ST TULSA OK 74115 NONE PC GENERAL OPERATIONS 15000 TULSA PERIOD PANTRY 6363 E 31ST ST110 TULSA OK 74135 NONE PC GENERAL OPERATIONS 5000 TULSA PUBLIC SCHOOL FOUNDATION 3027 S NEW HAVEN AVE TULSA OK 74114 NONE PC GENERAL OPERATIONS 212000 TULSA REGIONAL STEM ALLIANCE 5005 S DARLINGTON AVE TULSA OK 74135 NONE PC GENERAL OPERATIONS 25000 TULSA SPCA 2910 MOHAWK BLVD TULSA OK 74110 NONE PC GENERAL OPERATIONS 30000 TWIN CEDARS 1 TWIN CEDAR LN GUTHRIE OK 73044 NONE PC GENERAL OPERATIONS 15000 UNION SCHOOLS EDUCATION FOUNDATION 8506 E 61ST ST TULSA OK 74133 NONE PC GENERAL OPERATIONS 60000 UNIVERSITY OF TULSA-SOCIAL JUSTICE CENTER (BUCK COLBERT) 800 S TUCKER DR TULSA OK 74104 NONE PC GENERAL OPERATIONS 178040 VHIT LLC (VETERANS HOSPITAL-ZARROWTCF) S HOUSTON AVE W 7TH ST TULSA OK 74119 NONE PC GENERAL OPERATIONS 600000 YOUTH AT HEART TULSA 6026 S SHERIDAN RD TULSA OK 74145 NONE PC GENERAL OPERATIONS 25000 YOUTH SERVICES OF TULSA 311 S MADISON AVE TULSA OK 74120 NONE PC GENERAL OPERATIONS 30000 YWCA TULSA 1910 S LEWIS AVE 200 TULSA OK 74104 NONE PC GENERAL OPERATIONS 25000 ZARROW POINTE 2025 E 71ST ST TULSA OK 74136 NONE PC GENERAL OPERATIONS 1000000 ELAN FINANCIAL SERVICES PO BOCX 790408 ST LOUIS MO 631790408 PC GENERAL OPERATIONS 229 12065119 0 14 30004 211100 105 14 3837370 14 220824 211100 -98 14 2239081 ORDINARY INCOME FROM PARTNERSHIPS 211100 -9868 14 84589 0 SECTION 1231 GAIN/LOSS FROM PASSTHOUGH 211100 7 14 -3144 0 -9854 6408724 0 6398870 0 0 0 0 0 0 0 0 0 0 X X 1 BURNSTEIN 2003 LEGACY TRUST CO DEBRA SCORE AT BURCO 4110 S ROCKFORD AVE SUITE 200 TULSA OK 74105 4000252 X X 1 20975 SHARES OF ISHARES RUSSELL 1000 GROWTH 6908955 2024-03-05 1 7000 SHARES OF TECHNOLOGY SELECT SECTOR SPDR 1432900 2024-03-05 1 625 SHARES OF META PLATFORMS INC CLASS A COMMON STOCK 302513 2024-03-05 1 3420 SHARES OF WALMART INC 203900 2024-03-05 ACCOUNTING FEES 12883 12883 0 0 BOK INVESTMENT ACCOUNT AT COST 14056470 15071797 BOA INVESTMENT ACCOUNT AT COST 110000 112647 UNREALIZED LOSS 15536 INVESTMENTS TRANSFERRED TO THE SUCCESSOR FOUNDATION 134933533 PARTNERSHIP EXPENSES 276328 276328 0 0 OTHER EXPENSES 25211 25211 0 0 ROYALTY INCOME FROM PASSTHOUGH 102049 102049 0 OTHER INCOME/LOSS FROM PASSTHOUGH 118712 118711 0 OTHER INCOME/LOSS FROM BOKF 65 65 0 NET RENTAL INCOME FROM PASSTHOUGH -1 -1 0 ORDINARY INCOME FROM PARTNERSHIPS 74721 84589 0 SECTION 1231 GAIN/LOSS FROM PASSTHOUGH -3137 -3144 0 CONSULTING FEES 113737 113737 0 0 INVESTMENT MANAGEMENT FEES 739510 739510 0 0 FEDERAL INCOME TAX 95400 0 0 0 FOREIGN TAXES 10964 10964 0 0