2026-07-30T16:47:14-05:00 2025-12-31 731413977 HOGANTAYLOR LLP 1225 N BROADWAY AVENUE SUITE 200 OKLAHOMA CITY OK 73103 990PF 2025-01-01 237023817 HISTORICAL PRESERVATION INC HIST 4056416244 PO BOX 1046 OKLAHOMA CITY OK 73101 MARVA ELLARD PRESIDENT 4056416244 2026-07-28 1 ASHLEY M FOGLE P01258800 4058482020 2026-07-28 2025 2025-03-06 01:10:19Z X 5858320 X 9880 X 8723 8723 143325 143325 279481 279481 279481 162445 49110 113335 603854 480639 113335 0 0 0 0 18750 0 0 18750 11500 2875 0 8625 13612 1212 0 0 14350 7366 6985 3850 0 0 3850 1129 0 0 1129 248808 439 63000 185369 311999 11892 69985 217723 18750 18750 330749 11892 69985 236473 273105 468747 43350 500 500 500 395047 403021 403021 3402953 3682435 5409454 392130 346785 52330 45345 45345 3850830 4131301 5858320 0 0 X 0 0 0 0 3850830 4131301 3850830 4131301 3850830 4131301 3850830 273105 7366 4131301 0 4131301 CAPITAL GAINS DIVIDENDS P 279481 279481 279481 279481 6516 0 6516 0 6516 8000 0 2500 0 10500 8 3976 3976 0 0 0 0 0 0 0 0 0 0 0 1 1 OK 1 0 0 0 0 1 WWW.HERITAGEHILLS.ORG JUDY LAMBERT 4056416244 PO BOX 1046 OKLAHOMA CITY OK 731011046 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MARVA ELLARD PO BOX 1046 OKLAHOMA CITY OK 731011046 PRESIDENT 2.00 0 0 0 ALAN KIRKPATRICK PO BOX 1046 OKLAHOMA CITY OK 731011046 1ST VICE PRESIDENT 2.00 0 0 0 AMY SERGENT PO BOX 1046 OKLAHOMA CITY OK 731011046 2ND VICE PRESIDENT 2.00 0 0 0 JUDY LAMBERT PO BOX 1046 OKLAHOMA CITY OK 731011046 TREASURER 2.00 0 0 0 MARY KAY GUMERLOCK PO BOX 1046 OKLAHOMA CITY OK 731011046 SECRETARY 2.00 0 0 0 CARA PARENT PO BOX 1046 OKLAHOMA CITY OK 731011046 ASSISTANT SECRETARY 2.00 0 0 0 NONE 0 NONE 0 MAINTENANCE OF APPROXIMATELY 5 ACRES OF PUBLIC PARKS AND STREET MEDIANS IN THE HERITAGE HILLS NEIGHBORHOOD. 88168 SECURITY PATROL IN THE HERITAGE HILLS AND MESTA PARK AND BOUNDARY MAIN THROUGHFARES. 28000 PRESERVATION OKLAHOMA (OVERHOSLER MANSION) WHICH IS LOCATED IN HERITAGE HILLS. 7500 SHARTEL BOULEVARD DEVELOPMENT AUTHORITY WHICH MAINTAINS THE STREET MEDIANS OF SHARTEL BLVD. AND NW 18TH THAT ARE IN HERITAGE HILLS AND MESTA PARK. 5000 0 5046132 399961 48838 5494931 0 0 5494931 82424 5412507 270625 270625 6516 6516 264109 0 264109 0 264109 236473 0 236473 264109 200060 0 0 236473 200060 0 0 36413 0 0 0 0 0 0 0 0 227696 0 0 0 X PRESERVATION OKLAHOMA 405 NW 15TH OKLAHOMA CITY OK 73103 PC OVERHOLSER MANSION 7500 PRESERVATION OKLAHOMA 405 NW 15TH OKLAHOMA CITY OK 73103 PC HERITAGE HILLS HOME TOUR 2500 SHARTEL BOULEVARD DEVELOPMENT AUTHORITY 521 NW 17TH OKLAHOMA CITY OK 73103 PC MAINTENANCE AND BEAUTIFICATION 5000 WILSON ARTS INC 420 NW 21ST OKLAHOMA CITY OK 73103 PC MAINTENANCE AND BEAUTIFICATION 1500 ST LUKES METHODIST CHURCH 222 NW 15TH OKLAHOMA CITY OK 73103 PC HOME TOUR APPRECIATION 1000 NEIGHBORHOOD ALLIANCE OF CENTRAL OKLAHOMA INC 1236 NW 36TH OKLAHOMA CITY OK 73118 PC GOOD NEIGHBOR AWARDS BANQUET 1000 OKLAHOMA CITY COMMUNITY FOUNDATION 1000 N BROADWAY OKLAHOMA CITY OK 73102 PC MEMORIAL FOR DEBBIE BLACKBURN 250 18750 0 22412 14 8723 14 143325 14 279481 OIL & GAS ROYALTIES 15 49110 TICKETS/TOURS 85103 MISCELLANEOUS 5820 0 480639 113335 593974 2 MEMBERSHIP DUES ARE COLLECTED TO PROMOTE INTEREST IN AND FURTHER PRESE 11B TICKETS/TOURS CULTIVATE INTEREST AND PARTICIPATION IN THE PRESERVATION 11C OTHER MISCELLANEOUS INCOME 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 11500 2875 0 8625 28,514.778 SHS AMERICAN HIGH INCOME TRUST A 344629 282867 80,672.390 SHS BOND FUND AMERICA 1094424 923699 22,177.287 SHS CAPITAL INCOME BUILDER 925068 1705655 34,921.458 SHS CAPITAL WORLD GROWTH & INCOME 1318314 2497233 LEGAL & PROFESSIONAL FEES 18750 0 0 18750 ASSET MAINTENANCE 5216 0 0 5216 COMMUNICATION & EDUCATION OUTREACH 625 0 0 625 HOME TOUR EXPENSES 42429 0 42429 0 INSURANCE 6038 0 0 6038 OFFICE EXPENSES 1743 439 0 1304 PARKS & MEDIANS MAINTENANCE 88168 0 0 88168 PARTY EXPENSE 20290 0 20290 0 PROJECTS 17356 0 0 17356 SECURITY 28000 0 281 27719 UTILITIES 34354 0 0 34354 WEBSITE 4589 0 0 4589 OIL & GAS ROYALTIES 49110 49110 0 TICKETS/TOURS 85103 85103 MISCELLANEOUS 5820 5820 MEMBERSHIP DUES AND ASSESSMENTS 22412 22412 DEPLETION 7366 EXCISE TAX 12400 0 0 0 MINERAL INTEREST TAX 1212 1212 0 0