2025-03-06T13:56:25-06:00 2024-08-31 450250958 EIDE BAILLY LLP 810 S CINCINNATI AVE STE 600 TULSA OK 741191623 990PF 2023-09-01 736156280 PATTI JOHNSON WILSON FOUNDATION PATT 9187440553 6120 S YALE AVE STE 1900 TULSA OK 74136 MICHAEL HAIRSTON TRUSTEE 9187440553 2025-02-28 1 1 CHANDRA VENABLE CPA P00104736 9187485000 2025-02-28 2023 2025-03-06 01:10:19Z X 34055025 X X 495641 495641 712901 5443673 712901 1663167 1663167 2871709 2871709 154608 97712 56896 28361 17017 11344 159294 79013 0 121427 116175 5252 463690 309917 73492 1763542 1763542 2227232 309917 1837034 644477 2561792 846283 727922 727922 10270954 20191969 20191969 4422913 4639264 4639264 157333 8495870 8495870 15697483 34055025 34055025 0 0 X 15697483 34055025 15697483 34055025 15697483 34055025 15697483 644477 18854790 35196750 1141725 34055025 SALES OF SECURITIES - SHORT-TERM P 97859 113457 -15598 -15598 SALES OF SECURITIES - LONG-TERM P 5301259 4617315 683944 683944 CAPITAL GAIN DISTRIBUTIONS P 44555 44555 44555 712901 35609 0 35609 0 35609 39200 0 0 0 39200 60 3531 3531 0 0 0 0 0 0 0 0 0 0 0 1 1 OK 1 0 0 1 0 1 N/A TRUST COMPANY OF OKLAHOMA 9187440553 6120 S YALE AVE STE 1900 TULSA OK 74136 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 THE TRUST COMPANY OF OKLAHOMA PO BOX 3348 TULSA OK 74101 TRUSTEE 3.00 119608 0 0 NANCY JOHNSON LEAKE 11 GLENBROOK BENTONVILLE AR 72712 TRUSTEE 1.00 5000 0 0 KATHLEEN L CHILDS 4440 SOUTHWEST 53RD STREET TOPEKA KS 66610 TRUSTEE 1.00 5000 0 0 FREDERICK P KOONTZ 3601 EAST 96TH PLACE TULSA OK 74137 TRUSTEE 1.00 5000 0 0 FRANK X HENKE III 6060 S AMERICAN PLAZA TULSA OK 74135 TRUSTEE 1.00 5000 0 0 BARBARA B GLASS 3612 SOUTH BRADEN PLACE TULSA OK 74135 TRUSTEE 1.00 5000 0 0 DAVID A STURDIVANT 100 WEST 7TH STREET SUITE 900 TULSA OK 74119 TRUSTEE 1.00 5000 0 0 MARY ANN MECKFESSEL 6800 S GRANITE AVE APT 230 TULSA OK 74136 TRUSTEE 1.00 5000 0 0 NONE 0 NONE 0 0 22543103 998781 8367364 31909248 0 0 31909248 478639 31430609 1571530 1571530 35609 35609 1535921 0 1535921 0 1535921 1837034 0 1837034 1535921 716775 0 0 1837034 716775 0 0 1120259 0 0 0 0 0 0 0 0 415662 0 0 0 THE PATTI JOHNSON WILSON FOUNDATION PO BOX 6327 TULSA OK 74101 9187440553 CONTACT THE FINANCIAL AID OFFICE TO PROCURE A SCHOLARSHIP APPLICATION AND FOLLOW THEIR SUBMISSION PROCEDURES. APPLICATIONS ARE SUBMITTED THROUGH THE STUDENT'S UNIVERSITY FINANCIAL AID OFFICE. THE FINANCIAL AID OFFICE TYPICALLY REQUIRES THE SCHOLARSHIP APPLICATIONS TO BE SUBMITTED TO THEM TWO WEEKS PRIOR TO THE APRIL 1ST DEADLINE. THE DEADLINE TO SUBMIT APPLICATIONS IS APRIL 1ST FOR THE FOLLOWING ACADEMIC YEAR. SCHOLARSHIP APPLICATIONS ARE ONLY ACCEPTED IN THE ACADEMIC MAJORS OF MUSIC, ENGINEERING OR LIBERAL ARTS AND ONLY FROM SELECTED UNIVERSITIES (SEE BELOW) TO BE ELIGIBLE FOR SCHOLARSHIP CONSIDERATION. THE STUDENT MUST MAINTAIN AT LEAST A 3.5 GPA, BE WORKING TO HELP PAY FOR THEIR EDUCATION AND DEMONSTRATE FINANCIAL NEED. SCHOLARSHIP APPLICATIONS ARE ACCEPTED FROM THE FOLLOWING UNIVERSITIES: THE UNIVERSITY OF TULSA, OKLAHOMA STATE UNIVERSITY, THE UNIVERSITY OF OKLAHOMA, OKLAHOMA CITY UNIVERSITY, KANSAS STATE UNIVERSITY, THE UNIVERSITY OF KANSAS, AND THE UNIVERSITY OF ARKANSAS. THE PATTI JOHNSON WILSON FOUNDATION PO BOX 6327 TULSA OK 74101 9187440553 TO APPLY FOR A GRANT, THE APPLICANT MUST SUBMIT A BRIEF PROPOSAL OR LETTER CONTAINING BACKGROUND INFORMATION ABOUT THEIR ORGANIZATION, THE SPECIFIC DOLLAR AMOUNT, AND THE PURPOSE OF THEIR REQUEST. IF THE REQUEST IS CHOSEN FOR FURTHER CONSIDERATION, THE APPLICANT FOR THE ORGANIZATION WILL BE ASKED TO SUBMIT A DETAILED PROPOSAL. USING THE FOUNDATION'S GRANT APPLICATION FORMAT, THE PROPOSAL MUST INCLUDE: COPY OF THE ORGANIZATION'S 501(C)(3) STATUS LETTER; DETAILED DESCRIPTION OF THE PURPOSE OR PROGRAM FOR WHICH THE FUNDS ARE BEING REQUESTED; COPY OF THE ORGANIZATION'S CURRENT YEAR PROPOSED BUDGET; COPY OF THE PRIOR YEAR FINANCIALS COMPARED TO BUDGET; COPY OF THE ORGANIZATION'S MOST RECENT AUDIT FINANCIAL STATEMENT AND A COPY OF THE MOST RECENT 990. APPLICANTS ARE WELCOME TO APPLY BY E-MAIL OR REGULAR MAIL. E-MAIL IN PDF FORMAT TO MHAIRSTON@TRUSTOK.COM. MAIL TO THE TRUST COMPANY OF OKLAHOMA, PO BOX 3348, TULSA, OKLAHOMA 74101-3348. THE DEADLINE TO SUBMIT GRANT APPLICATIONS IS OCTOBER 1ST. THE ARTS APPLICANTS SHOULD BE TULSA ORGANIZATIONS THAT REFLECT THE FOUNDER'S LOVE OF MUSIC, THE PERFORMING ARTS, AND THE VISUAL ARTS. THE FOUNDATION IS PRIMARILY INTEREST IN ENCOURAGING THE CLASSICAL ARTS TO GROW AND THRIVE IN TULSA. THE COMMUNITY ORGANIZATION APPLICANTS SHOULD ENHANCE THE COMMUNITY OF TULSA. THE FOUNDATION IS ESPECIALLY INTERESTED IN PROGRAMS THAT FOCUS ON WOMEN'S ECONOMIC INDEPENDENCE AND WELL-BEING. THE FOUNDATION FUNDS ONLY 501(C)(3) ORGANIZATIONS. THE FOUNDATION FOCUSES ITS COMMUNITY FUNDING IN THE TULSA, OKLAHOMA GEOGRAPHIC AREA. PHILBROOK MUSEUM OF ART 2727 S ROCKFORD ROAD TULSA OK 74114 PC PATTI JOHNSON WILSON HALL MAINTENANCE AND OPERATIONS FY 2024; INSTALLATION OF NEW CARPET; INSTALLATION OF HEARING LOOP; LIGHTING IMPROVEMENT 131042 YWCA TULSA 1910 S LEWIS AVE TULSA OK 74104 PC ONGOING MAINTENANCE AND GENERAL OPERATING COSTS OF THE PATTI JOHNSON WILSON CENTER; CAPITAL IMPROVEMENT GRANT; 2024 WOMEN OF THE YEAR-PINNACLE AWARDS 200000 TULSA BALLET THEATRE INC 1212 E 45TH PLACE TULSA OK 74105 PC 2024 GENERAL OPERATIONS; 2023-2024 SEASON, MAINSTAGE AND TULSA YOURH OPERA PRODUCTIONS 90000 TULSA SYMPHONY ORCHESTRA 117 N BOSTON AVE STE 201 TULSA OK 74103 PC TSO'S 2024-2025 PATTI JOHNSON WILSON CLASSICS SERIES 200000 TULSA OPERA INC 1610 SOUTH BOULDER TULSA OK 74119 PC FUND OPERATIONS AND ARTISTIC PROGRAMMING 100000 METROPOLITAN OPERA 3612 S BRADEN PLACE TULSA OK 74135 PC REGIONAL COMPETITION 5500 TULSA YOUTH SYMPHONY 8282 S MEMORIAL SR STE 201 TULSA OK 74133 PC GENERAL PROGRAMS; TUITION SCHOLARSHIPS; UNDERWRITE STRATEGIC PLANNING FEES 30000 TULSA HONORS ORCHESTRA 1573 E 19TH ST TULSA OK 74120 PC SUPPORT ORCHESTRAL MUSIC 3000 HYECHKA CLUB OF TULSA INC 8705 S 69TH EAST AVE TULSA OK 74133 PC PATTI JOHNSON WILSON COLLEGIATE PIANO SCHOLARSHIP 3000 SCOTT FAMILY AMAZEUM 1009 MUSEUM WAY BENTONVILLE AR 72712 PC UNRESTRICTED USE BY CHARITABLE ENTITY 10000 TULSA AREA UNITED WAY PO BOX 1859 TULSA OK 74101 PC UNRESTRICTED USE BY CHARITABLE ENTITY 1000 ANIMAL AID OF TULSA INC 6811 E 21ST ST TULSA OK 74129 PC UNRESTRICTED USE BY CHARITABLE ENTITY 1000 OKLAHOMA CENTENNIAL BOTANICAL GARDEN 3900 TULSA BOTANIC DRIVE TULSA OK 74127 PC UNRESTRICTED USE BY CHARITABLE ENTITY 30000 UNIVERSITY OF KANSAS 1502 IOWA ST LAWRENCE KS 66045 PC COLLEGE SCHOLARSHIP 92000 KANSAS STATE UNIVERSITY 919 MID-CAMPUS DR NORTH MANHATTAN KS 66506 PC COLLEGE SCHOLARSHIP 120000 UNIVERSITY OF OKLAHOMA 1000 ASP AVE BUCHANAN HALL RM 105 NORMAN OK 73019 PC COLLEGE SCHOLARSHIP 60000 OKLAHOMA CITY UNIVERSITY 2501 N BLACKWELDER AD 349 OKLAHOMA CITY OK 73106 PC COLLEGE SCHOLARSHIP 185000 UNIVERSITY OF TULSA 800 SOUTH TUCKER DRIVE - COLLINS HALL TULSA OK 74104 PC COLLEGE SCHOLARSHIP 262000 UNIVERSITY OF ARKANSAS UNIVERSITY DEVELOPMENT UNHS 302 FAYETTEVILLE AR 72701 PC COLLEGE SCHOLARSHIP 100000 OKLAHOMA STATE UNIVERSITY PO BOX 1749 STILLWATER OK 74076 PC COLLEGE SCHOLARSHIP 140000 1763542 0 14 495641 15 1663167 14 712901 0 2871709 0 2871709 0 0 0 0 0 0 0 0 0 0 AUDIT AND ACCOUNTING FEES 28361 17017 11344 TRANSFERS FROM CONTROLLED ENTITIES PART VI-A, LINE 11 NAME OF CONTROLLED ENTITY EMPLOYER ID NO: PJW MINERALS LLC 45-2899367ADDRESS:C/O TRUST COMPNAY OF OKLAHOMA; PO BOX 3327TULSA, OK 74101-3627DESCRIPTION OF TRANSFER:CASH DISTRIBUTIONS TRANSFERRED FROM CONTROLLED ENTITYAMOUNT OF TRANSFER $1,477,136. THORNBURG LIMITED TERM INCOME FUND 1633820 1633820 VANGUARD ADM INFLATION PROTECTED 1222825 1222825 VANGUARD SHORT TERM TREASURY ADMIRAL 302632 302632 VANGUARD SHORT-TERM INVEST-GRADE ADM 1479987 1479987 ALPHABET INC CL A 645351 645351 ELECTRONIC ARTS 60728 60728 VANGUARD COMMUNICATIONS ETF 278320 278320 AMAZON INC 606900 606900 COSTCO 513119 513119 HOME DEPOT 331650 331650 MCCORMICK & CO. 200075 200075 SPDR CONSUMER STAPLES ETF 272283 272283 VANGUARD CONSUMER DISCRETIONARY ETF 689140 689140 COHEN & STEERS INSTL REALTY SHS 281244 281244 ISHARES CORE S&P MID-CAP ETF 1392525 1392525 NORTHERN FUNDS MID-CAP INDEX 1035542 1035542 VANGUARD TAX-MANAGED SMALL-CAP ADM 1245448 1245448 AON PLC 214825 214825 BLACKROCK INC 225453 225453 CHUBB 277076 277076 INTERCONTINENTAL EXCHANGE 226170 226170 S&P GLOBAL INC 82118 82118 VANGUARD FINANCIALS ETF 581963 581963 VISA INC 538922 538922 DANAHER CORP 430896 430896 NOVARTIS AG 350581 350581 ROCHE HOLDING LTF SPONS ADR 177786 177786 THERMO FISHER SCIENTIFIC 445926 445926 VANGUARD HEALTH CARE ETF 547390 547390 HONEYWELL INTL 207910 207910 SPDR INDUSTRIAL SECTOR ETF 525840 525840 UNION PACIFIC CORPORATION 358526 358526 ACCENTURE PLC IRELAND CL A 266721 266721 APPLE COMPUTER 229000 229000 APPLIED MATERIALS 581917 581917 MICROCHIP TECHNOLOGY INC 164320 164320 MICROSOFT CORP 886423 886423 VANGUARD INFO TECHNOLOGY ETF 1549719 1549719 SHERWIN WILLIAMS CO 83108 83108 MATERIALS SELECT SECTOR SPDRF 306410 306410 SELECT SPDR ETF - UTILITIES 381450 381450 DODGE & COX INTERNATIONAL STOCK 508895 508895 VANGUARD DEVELOPED MARKETS IDX ADM 592457 592457 VANGUARD INTL GROWTH ADM 891632 891632 SPDR COMMUNICATION SERVICES ETF 139712 139712 FIDELITY 500 INDEX 454603 454603 INGERSOLL-RAND INC 137175 137175 TAIWAN SEMICONDUCTOR MFG LTD 274720 274720 INVESTMENT IN PJW MINERALS LLC - END OF YEAR MARKET VALUE USED AS BOOK VALUE 157332 8495399 8495399 FOUNDATION COMMITTEE MINUTES 1 OTHER ASSETS 471 471 CHANGE IN CURRENT MARKET VALUE OF INVESTMENTS 1141725 PJW MINERALS LLC OIL & GAS FEES 116175 116175 0 OFFICE EXPENSES 5252 0 5252 OIL AND GAS ROYALTIES 1663167 1663167 1663167 BOOK/TAX DIFFERENCE - NONDIVIDEND DISTRIBUTIONS 966 PRIOR PERIOD ADJUSTMENT FOR GAAP BASIS MARKET VALUE - INVESTMENTS 10515287 PRIOR PERIOD ADJUSTMENT FOR GAAP BASIS MARKET VALUE - MINERAL INTERESTS 8338066 CHANGE IN CURRENT MARKET VALUE OF MINERAL INTERESTS 471 FOREIGN TAXES 9273 9273 0 OIL & GAS ROYALTY TAXES 69740 69740 0 EXCISE TAX ON PRIVATE FOUNDATION 80281 0 0 PJW MINERALS LLC C/O TRUST COMPNAY OF OKLAHOMA PO BOX 3327 TULSA OK 741013627 452899367 CASH DISTRIBUTIONS TRANSFERRED 0 1477136