2026-06-26T14:48:46-07:00 2024-12-31 271439588 Conklin Gilpin & Wertz PLLC 2738 E 51st Street Ste 370 Tulsa OK 74105 990PF 2024-01-01 731295358 Sam Viersen Family Foundation Inc SAMV 9189986455 320 S Boston Ave Ste 1130 Tulsa OK 74103 Audra Fogle Executive Dir. 2026-06-26 true true Seth P Carr P01558322 9187490921 2024 2025-03-06 01:10:19Z X X 32667181 X 10000 X 3616 3616 898039 898039 1528241 20508079 1528241 199525 43154 2483050 2429896 199525 65442 19633 44809 9490 2847 6643 20663 10331 10332 15310 11018 4292 5023 14460 266240 245713 20527 396628 289542 86603 2575128 2575128 2971756 289542 2661731 -488706 2140354 199525 702766 1245831 1245831 5109237 5510855 5510855 13356183 17606092 17606092 3901862 4010214 4010214 4536677 4294189 4294189 27606725 32667181 32667181 0 X 11000 11000 27595725 32656181 27606725 32667181 27606725 32667181 27606725 -488706 5549162 32667181 32667181 Various Morgan Stanley ST Covered P 2024-01-01 2024-12-31 8784203 8642990 141213 141213 Various Morgan Stanley LT Covered P 2000-01-01 2024-12-31 1183962 975231 208731 208731 Various Morgan Stanley ST Covered P 2024-01-01 2024-12-31 654145 638281 15864 15864 Various Morgan Stanley LT Covered P 2000-01-01 2024-12-31 3424385 2911563 512822 512822 Various Morgan Stanley LT NC P 2000-01-01 2024-12-31 17085 5218 11867 11867 Various Morgan Stanley ST Covered P 2024-01-01 2024-12-31 1386380 1351207 35173 35173 Various Morgan Stanley ST NC P 2024-01-01 2024-12-31 17771 25943 -8172 -8172 Various Morgan Stanley LT Covered P 2000-01-01 2024-12-31 1729878 1400231 329647 329647 Various Morgan Stanley ST Covered P 2024-01-01 2024-12-31 832910 817425 15485 15485 Various Morgan Stanley ST NC P 2024-01-01 2024-12-31 7821 7859 -38 -38 Various Morgan Stanley LT Covered P 2000-01-01 2024-12-31 2193686 2126580 67106 67106 Various Morgan Stanley LT NC P 2000-01-01 2024-12-31 27375 23310 4065 4065 Various Morgan Stanley LT NC P 2000-01-01 2024-12-31 54000 54000 Various Morgan Stanley LT NC P 2000-01-01 2024-12-31 2850 2850 2850 Various Morgan Stanley LT NC P 2000-01-01 2024-12-31 74764 74764 74764 Various Morgan Stanley LT NC P 2000-01-01 2024-12-31 116864 116864 116864 1528241 199525 29751 29751 29751 8590 8590 X 21161 0 false false false false false false false true true OK true false false false false true N/A Audra Fogle 9189986455 320 S Boston Ave Ste 1130 Tulsa OK 74103 false false false false false false false false false false false false false false false false false false false false false false Adam Schenk 320 S Boston Ave Ste 1130 Tulsa OK 74103 President 0.00 0 Sarah Miller 320 S Boston Ave Ste 1130 Tulsa OK 74103 Vice President 0.00 0 Eloise Johnson 320 S Boston Ave Ste 1130 Tulsa OK 74103 Secretary 0.00 0 Terry Costanza 320 S Boston Ave Ste 1130 Tulsa OK 74103 Treasurer 0.00 0 Summer Andrus 320 S Boston Ave Ste 1130 Tulsa OK 74103 Director 0.00 0 Sam Miller 320 S Boston Ave Ste 1130 Tulsa OK 74103 Director 0.00 0 Edith Johnson 320 S Boston Ave Ste 1130 Tulsa OK 74103 Director 0.00 0 Brian Johnson 320 S Boston Ave Ste 1130 Tulsa OK 74103 Director 0.00 0 Jill Johnson 320 S Boston Ave Ste 1130 Tulsa OK 74103 Director 0.00 0 Hugh Robinson 320 S Boston Ave Ste 1130 Tulsa OK 74103 Director 0.00 0 Jason Winters 320 S Boston Ave Ste 1130 Tulsa OK 74103 Director 0.00 0 Audra Fogle 320 S Boston Ave Ste 1130 Tulsa OK 74103 Executive Dir. 40.00 45192 Lisa Rhynes 320 S Boston Ave Ste 1130 Tulsa OK 74103 Past Exec. Dir 30.00 20250 9490 NONE NONE 31618328 974299 0 32592627 0 32592627 488889 32103738 1605187 1605187 29751 29751 1575436 1575436 1575436 2661731 2661731 1575436 67690 484291 1181234 1733215 2661731 0 1575436 1086295 2819510 0 67690 2751820 484291 1181234 1086295 Audra Fogle 320 S Boston Ave Ste 1130 Tulsa OK 74103 9189986455 None Specified None Must qualify as a 501(c)(3) organization A New Leaf Foundation PO Box 35903 Tulsa OK 74153 None Community Support 20000 American Legion Post 10 1120 E 8th St Tulsa OK 74120 None Community Support 3000 American Red Cross 431 18th St NW Washington DC 20006 None Community Support 25000 Buckhunger 9004 Belshire Drive North Richland Hills TX 76182 None Community Support 9500 Communities Foundation of Oklahoma PO Box 21210 Oklahoma City OK 73156 None Community Support 2000 Community Food Bank of Eastern Okla 1304 N Kenosha Ave Tulsa OK 74106 None Community Support 26000 Creek Nation Indian Village PO Box 580 Okmulgee OK 74447 None Community Support 5500 Domestic Violence Intervention Serv 3124 E Apache St Tulsa OK 74110 None Community Support 15000 Food For Kids PO Box 674 Bedford VA 24523 None Community Support 2000 Fab Lab Tulsa 501 S Lewis Ave Tulsa OK 74104 None Community Support 5000 For the Good 306 W 37th St 8th Floor New York NY 10018 None Community Support 4000 Friends of the Okmulgee Public Libr 218 S Okmulgee Ave Okmulgee OK 74447 None Community Support 3260 George Miksch Sutton Avian Research 393636 Gap Road Bartlesville OK 74003 None Community Support 3000 GH2 Architects 320 S Boston Ave Unit 100 Tulsa OK 74103 None Community Support 1500 Girl Scouts of Eastern Oklahoma 4810 S 129th East Ave Tulsa OK 74134 None Community Support 5000 Happy Hands Education Center 8801 S Garnett Rd Broken Arrow OK 74012 None Community Support 5000 Humane Society of Tulsa 6232 E 60th St Tulsa OK 74146 None Community Support 9500 Indian Nations Council 4295 S Garnett Rd Tulsa OK 74146 None Community Support 13500 Jordan Education Foundation 7387 S Campus View Dr West Jordan UT 84084 None Community Support 1500 Landmark for All Generations 210 N Wood Drive Okmulgee OK 74447 None Community Support 6930 Links Inc 1200 Massachusetts Ave NW Washington DC 20005 None Community Support 10000 Lisa Bain Ministries 9447 E 77th St Tulsa OK 74133 None Community Support 5000 Make-A-Wish Oklahoma 4606 E 67th St 313 Tulsa OK 74136 None Community Support 15000 Mathews Elementary School 7500 Marchman Way Plano TX 75025 None Community Support 1000 Mathews PTA 7500 Marchman Way Plano TX 75025 None Community Support 3000 Mentors International 65 East Wadsworth Park Dr Ste 207 Draper UT 84020 None Community Support 2000 Mercy Sakes 2nd Chance Dogs 1219 S Memorial Drive Tulsa OK 74112 None Community Support 1000 O Henry Middle School PTA 2610 West 10th Street Austin TX 78703 None Community Support 1000 Oklahoma Alliance for Animals 7140 S 69th East Ave Tulsa OK 74133 None Community Support 1500 Oklahoma Dental Foundation 317 NE 13th Street Oklahoma City OK 73104 None Community Support 20000 Oklahoma Westie Rescue Foundation 3713 S Elder Blvd Broken Arrow OK 74011 None Community Support 3500 Okmulgee Area Development Corp 111 E 4th Okmulgee OK 74447 None Community Support 36000 Okmulgee County Community Garden Co 1206 S Belmont Ave Okmulgee OK 74447 None Community Support 2000 Okmulgee County Family Resource Cen 1501 S Creek Ave Okmulgee OK 74447 None Community Support 115500 Okmulgee County Humane Society 1239 N Okmulgee Ave Okmulgee OK 74447 None Community Support 201663 Okmulgee County Sharks Special Athl 6835 S Canyon Ave Tulsa OK 74136 None Community Support 10000 Okmulgee Education Foundation PO Box 464 Okmulgee OK 74447 None Community Support 14000 Okmulgee Main Street 107 E 6th St Okmulgee OK 74447 None Community Support 5500 Okmulgee Public Schools 316 E 8th Street Okmulgee OK 74447 None Community Support 18500 Okmulgee Service League PO Box 913 Okmulgee OK 74447 None Community Support 1000 OSU Foundation 400 S Monroe St Stillwater OK 74074 None Community Support 101000 OU Foundation 100 W Timberdell Road Norman OK 73019 None Community Support 100000 Paralyzed Veterans of America 7612 Maple St Omaha NE 68134 None Community Support 5000 Pets Helping People 2234 E 56th Pl Tulsa OK 74105 None Community Support 10000 Preston Elementary School 10165 Pringey Ave Preston OK 74456 None Community Support 6000 Pro Tech Athletes Coalition 8387 S Escalante Dr Sandy UT 84093 None Community Support 10000 Rape Abuse and Incest National Netw 1220 L St NW Ste 500 Washington DC 20005 None Community Support 10000 Resonance Center for Women 1608 S Elwood Ave Tulsa OK 74119 None Community Support 10000 Ronald McDonald House Charities of 6102 S Hudson Ave Tulsa OK 74136 None Community Support 500 Selected Independent Funeral Home One Overlook Point Ste 530 Lincolnshire IL 60069 None Community Support 3000 Skiatook Paws and Claws PO Box 1033 Skiatook OK 74070 None Community Support 2000 Special Olympics Oklahoma 6835 S Canton Ave Tulsa OK 74136 None Community Support 2000 Stonebridge Academy 209 W 8th St Okmulgee OK 74447 None Community Support 234500 Switchpoint Community Resource Cent 948 N 1300 W Saint George UT 84770 None Community Support 4000 The Magic Foundation 4200 Cantera Dr 106 Warrenville IL 60555 None Community Support 5000 The Academy of Seminole 600 EW Hwy 123 Seminole OK 74868 None Community Support 91459 The Children's Heart Foundation 5 Revere Dr One Northbrook Pl Northbrook IL 60062 None Community Support 5000 The Rowan Fund 201 Mullica Hill Road Glassboro NJ 08028 None Community Support 8000 Tulsa Area United Way 1430 S Boulder Ave Tulsa OK 74119 None Community Support 51000 Tulsa Childrens Museum 3123 Riverside Dr Tulsa OK 74105 None Community Support 14500 Tulsa Community Foundation 7030 S Yale Ave 600 Tulsa OK 74136 None Community Support 975416 University of Central Oklahoma Fdn 100 N University Drive Edmond OK 73034 None Community Support 5000 Wilson Community Volunteer Fire Ass 438 S Park Lane Atoka OK 74525 None Community Support 1000 Wilson Public Schools 8867 Chestnut Rd Henryetta OK 74437 None Community Support 1000 Woody Guthrie Coalition PO Box 661 Okemah OK 74859 None Community Support 2500 YMCA of Greater Tulsa 5400 S Olympia Ave Tulsa OK 74107 None Community Support 148000 Oklahoma Arts Institute 111 NW 9th St Oklahoma City OK 73102 None Community Support 1500 OSU Foundation 400 S Monroe St Stillwater OK 74074 None Community Support 38400 Tulsa Community Foundation 7030 S Yale Ave 600 Tulsa OK 74136 None Community Support 96000 2575128 14 3616 14 898039 18 141213 1387028 1086022 1387028 2473050 false false false false false false false false false false 20663 10331 0 10332 Corporate Bonds 4010214 4010214 Corporate Stock 17606092 17606092 5510855 5510855 Alternative Investments FMV 2200274 2200274 ETF & CEF Income FMV 1033877 1033877 Mutual Funds FMV 1060038 1060038 Association Dues 400 120 280 Brokerage Fees & Commissions 180460 180460 Contract Services 12798 12798 Insurance Expense 3357 1007 2350 Investment Fees 61941 61941 Operating Expense 7284 2185 5099 43154 Investment reporting basis changed from cost to FMV 5155206 Other Taxes 9178 9178 Payroll Taxes 6132 1840 4292