2025-08-27T16:58:20-05:00 2025-06-30 223864557 GIBRALTAR CAPITAL MANAGEMENT 7304 S YALE AVE TULSA OK 74136 990 2024-07-01 736097975 OKLAHOMA EDUCATIONAL MEMORIAL TRUST FDN OKLA 9186339897 PO BOX 470208 TULSA OK 741470208 RICK ARRINGTON PRESIDENT 9186339897 2025-08-27 1 0 S NEIL JAY P00437380 9184924209 2025-08-27 2024 2025-03-06 01:10:19Z RICK ARRINGTON PO BOX 470208 TULSA OK 741470208 5038649 0 X WWW.OKSCHOLARSHIPS.ORG X 1958 OK PROVIDING, MAINTAINING AND ISSUING SCHOLARSHIPS TO ELIGIBLE NOMINEES OR APPLICANTS FOR ADMISSION TO COLLEGE OR FOR CONTRIBUTIONS TO REGULARLY MAINTAINED SCHOLARSHIP FUNDS OF OTHER FEDERAL TAX EXEMPT COLLEGES AND UNIVERSITIES FOR GRADUATES OF TULSA PUBLIC SCHOOLS, TULSA OK. 12 12 0 0 0 0 37231 682606 0 0 555109 863166 0 0 592340 1545772 231980 318250 0 0 0 0 0 0 0 81111 110964 313091 429214 279249 1116558 12636066 14620917 0 0 12636066 14620917 X PROVIDING, MAINTAINING AND ISSUING SCHOLARSHIPS TO ELIGIBLE NOMINEES OR APPLICANTS FOR ADMISSION TO COLLEGE OR FOR CONTRIBUTIONS TO REGULARLY MAINTAINED SCHOLARSHIP FUNDS OF OTHER FEDERAL TAX EXEMPT COLLEGES AND UNIVERSITIES WITH AN EMPHASIS ON GRADUATES OF TULSA PUBLIC SCHOOLS, TULSA OK. 0 0 318250 318250 COLLEGE LEVEL STUDENT FINANCIAL AID AND SCHOLARSHIPS FOR GRADUATES OF TULSA PUBLIC SCHOOLS, TULSA OK. 318250 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 OK X X X CAPITAL ADVISORS 9185990045 2222 S UTICA PL STE 300 TULSA OK 74114 X RICK ARRINGTON PRESIDENT 1.00 X X 0 0 0 SUSAN MCCALMAN VICE-PRESIDENT 1.00 X X 0 0 0 ANDREW MCKENZIE TRUSTEE 1.00 X 0 0 0 LESLIE PRITCHARD TRUSTEE 1.00 X 0 0 0 MADELINA BOWLING TRUSTEE 1.00 X 0 0 0 JOHN C BUMGARNER JR TRUSTEE 1.00 X 0 0 0 EDDIE CREEKPAUM TRUSTEE 1.00 X 0 0 0 DEBI S BOYLES TRUSTEE 1.00 X 0 0 0 KELLY GIBSON SECRETARY/TREASURER 1.00 X X 0 0 0 YOLANDA TAYLOR TRUSTEE 1.00 X 0 0 0 JOHNNA WALKER TRUSTEE 1.00 X 0 0 0 DEKE CANADA TRUSTEE 1.00 X 0 0 0 0 0 0 0 0 0 0 0 682606 682606 401765 401765 3954278 3492877 461401 461401 461401 1545772 0 0 863166 318250 318250 82129 82129 PROFESSIONAL FEES 14434 14434 MISCELLANEOUS ADMINSTRA 6645 6645 FOREIGN TAXES PAID ON I 2983 2983 INSURANCE 1528 1528 3245 3245 429214 318250 110964 0 32001 639572 11996494 14588916 12636066 14620917 0 0 X 11034759 12636066 0 0 1601307 1984851 12636066 14620917 12636066 14620917 1116558 868293 0 X 0 0 0 X X 35 ABILENE CHRISTIAN UNIVERSITY 750851900 6 0 2500 0 ATLAS SCHOOL TULSA 204723138 6 0 2500 0 BOSTON UNIVERSITY 042103547 6 0 2500 0 CLAREMONT MCKENNA COLLEGE 951664101 6 0 2500 0 CLARY SAGE COLLEGE 472654761 6 0 2500 0 COLORADO SCHOOL OF MINES 840509064 6 0 2500 0 DARTMOUTH COLLEGE 020222111 6 0 2500 0 EAST CENTRAL UNIVERSITY 237058908 6 0 2500 0 HOFSTRA UNIVERSITY 111630906 6 0 1250 0 HOWARD UNIVERSITY 530204707 6 0 2500 0 KENYON COLLEGE 314379507 6 0 2500 0 LANGSTON UNIVERSITY 113815948 6 0 7500 0 NELSON UNIVERSITY 750891463 6 0 2500 0 NORTHEASTERN OKLAHOMA A&M 621420190 6 0 7500 0 NORTHEASTERN STATE UNIVERSITY 237135815 6 0 7500 0 NORTHWESTERN UNIVERSITY 362167817 6 0 2500 0 OKLAHOMA PANHANDLE STATE 731019001 6 0 2500 0 OKLAHOMA STATE UNIVERSITY 736097060 6 0 59000 0 ORAL ROBERTS UNIVERSITY 730739626 6 0 17000 0 ROGERS STATE UNIVERSITY 730957262 6 0 10000 0 SOUTHEASTERN OKLAHOMA STATE UNIVERSITY 371785782 6 0 2500 0 ST LOUIS UNIVERSITY 430654872 6 0 2500 0 TEXAS A&M 742245072 6 0 2500 0 TEXAS A&M INTERNATIONAL 742515406 6 0 2500 0 TULSA COMMUNITY COLLEGE 237103807 6 0 57500 0 UNIVERSITY OF ARKANSAS 716003252 6 0 2500 0 UNIVERSITY OF CENTRAL OKLAHOMA 736108032 6 0 9500 0 UNIVERSITY OF KANSAS 480680117 6 0 7500 0 UNIVERSITY OF MISSOURI 436003859 6 0 2500 0 UNIVERSITY OF OKLAHOMA 736091755 6 0 39500 0 UNIVERSITY OF SOUTHERN 237052911 6 0 2500 0 UNIVERSITY OF TULSA 731252777 6 0 34500 0 UNIVERSITY OF WASHINGTON 916001537 6 0 2500 0 UNIVERSITY OF WISCONSIN 396006492 6 0 5000 0 WAKE FOREST UNIVERSITY 560532138 6 0 2500 0 35 318250 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 X PART I, LINE 12G, COLUMN IV: QUALIFIED INSTITUTIONS RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 UNIVERSITY OF TULSA 800 S TUCKER DRIVE TULSA OK 74104 730579298 34500 0 SCHOLARSHIP GRANTS TULSA COMMUNITY COLLEGE 901 S BOSTON TULSA OK 74119 237103807 57500 0 SCHOLARSHIP GRANTS OKLAHOMA STATE UNIVERSITY 107 WHITEHURST STILLWATER OK 74078 736097060 59000 0 SCHOLARSHIP GRANTS UNIVERSITY OF OKLAHOMA 660 PARRINGTON OVAL NORMAN OK 73019 736091755 39500 0 SCHOLARSHIP GRANTS LANGSTON UNIVERSITY 701 SAMMY DAVIS JR DR LANGSTON OK 73050 113815948 7500 0 SCHOLARSHIP GRANTS UNIVERSITY OF CENTRAL OKLAHOMA 100 N UNIVERSITY DR EDMOND OK 73034 736017987 9500 0 SCHOLARSHIP GRANTS NORTHEASTERN STATE UNIVERSITY 600 N GRAND AVE TAHLEQUAH OK 74464 237135815 7500 0 SCHOLARSHIP GRANTS ORAL ROBERTS UNIVERSITY 7777 S LEWIS AVE TULSA OK 74171 730739626 17000 0 SCHOLARSHIP GRANTS ROGERS STATE UNIVERSITY 1701 W WILL ROGERS BLVD CLAREMORE OK 74017 730957262 10000 0 SCHOLARSHIP GRANTS WAKE FOREST UNIVERSITY 1834 WAKE FOREST RD WINSTONSALEM NC 27109 621420190 7500 0 SCHOLARSHIP GRANTS UNIVERSITY OF KANSAS 1450 JAYHAWK BLVD LAWRENCE KS 66045 480680117 7500 0 SCHOLARSHIP GRANTS PART I, LINE 2: SCHEDULE I, PAGE I, LINE 2: TRUST ACCOUNTING RECORDS ARE MAINTAINED IN A DEDICATED TRUST ACCOUNTING SYSTEM. REPORTS ARE REGULARLY OBTAINED FROM THIS SYSTEM. CAPITAL ADVISORS HAS A DEDICATED ADMINISTRATIVE SERVICES GROUP DESIGNATED AS THE NATIONAL CHARITABLE ACCOUNT ADMINISTRATION GROUP (NCAA). ADMINISTRATORS IN THIS GROUP FOLLOW THE RULES AND REGULATIONS GOVERNING CONTINUITY AND MAINTENANCE OF EXEMPT STATUS WHILE ALSO CARRYING OUT INDIVIDUAL TRUSTOR INTENT. NCAA DUTIES INCLUDE ANNUAL TRUST REVIEW, ISSUING REPORTS, IDENTIFYING CHARITABLE RECIPIENTS, RESEARCHING TAX STATUS OF POTENTIAL CHARITABLE RECIPIENTS, PROVIDING EXPENDITURE RESPONSIBILITY REPORTS AS NEEDED AND MAKING NECESSARY INCOME DISTRIBUTIONS FROM EACH TRUST. THIS TRUST IS SUPPORTED BY NCAA AS WELL AS INDIVIDUAL TRUST ADMINISTRATORS. 0 0 1 PART I, LINE 32B: THE PROCESSING AND SALE OF SECURITIES IS MANAGED BY CAPITAL ADVISORS, THE ORGANIZATION'S SEC REGISTERED INVESTMENT ADVISOR. FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION ADOPTED NEW POLICIES CONCERNING CONFLICT OF INTEREST, DONOR PRIVACY, WHISTLEBLOWERS, AND DOCUMENT RETENTION AND DESTRUCTION. FORM 990, PART VI, SECTION B, LINE 11B BOTH THE TRUSTEE AND THE BOARD REVIEW ALL UNDERLYING MONETARY AND FACTUAL INFORMATION PRIOR TO THE IRS FORM 990 BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REQUIRES BOARD MEMBERS TO DO AN ANNUAL EVALUATION OF ANY CONFILCTS OF INTEREST AND SIGN A WRITTEN STATEMENT AFFIRMING THEY HAVE NO CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION C, LINE 19 COPIES OF THE TAX RETURNS, NON-DISCRIMINATION POLICY, CONFLICT OF INTEREST POLICY, WHISTLEBLOWER POLICY, DONOR PRIVACY POLICY, AND RECORD RETENTION POLICY ARE AVAILABLE TO THE PUBLIC THROUGH THE INTERNET WEBSITE OKSCHOLARSHIPS.ORG, AND UPON WRITTEN REQUEST. CAPITAL ADVISORS MAINTAINS A CLOSE AND CONTINUOUS WORKING RELATIONSHIP WITH THE TRUSTEES AND OTHER OFFICERS OF THE ORGANIZATION. THE ORGANIZATION DOES HAVE A PUBLIC CONFLICT OF INTEREST POLICY IN ADDITION TO THOSE LIMITATIONS IMPOSED IN THE GOVERNING DOCUMENTS AND STATE LAW OF TRUSTEE POWERS ARE STRICTLY FOLLOWED. FINANCIAL STATEMENTS AND THE TAX RETURN ARE SENT TO THE BOARD OF TRUSTEES AND OFFICERS FOR REVIEW AND COMMENT.