2026-03-06T13:31:08-06:00 2025-05-31 731026851 WYATT & COMPANY INC PO BOX 2001 JENKS OK 74037 990PF 2024-06-01 731416063 THE GUTERMAN FAMILY FOUNDATION GUTE 9182095021 11462 S UNION AVE STE D JENKS OK 74037 MICHAEL GUTERMAN TRUSTEE 9182095021 2026-03-06 1 1 ROBIN WYATT CPA P00240680 9184880311 2024 2025-03-06 01:10:19Z X 4842617 X 25000 173697 173697 13560 74896 13560 2188 2188 214445 189445 0 0 0 8042 4021 4021 7444 7444 0 486 243 243 15972 11708 4264 220000 220000 235972 11708 224264 -21527 177737 143561 17772 17772 2970500 3074802 4824825 15808 15768 20 3129869 3108342 4842617 0 0 X 0 0 0 0 3129869 3108342 3129869 3108342 3129869 3108342 3129869 -21527 0 3108342 0 3108342 PUBLICLY TRADED SECURITIES P 74896 61336 13560 13560 13560 2471 0 2471 0 2471 7000 0 0 0 7000 X 27 4502 4502 0 0 0 0 0 0 0 0 0 0 0 1 1 OK 1 0 0 0 0 1 N/A DANIEL GUTERMAN 9182095021 11462 S UNION AVE STE D JENKS OK 74037 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MICHAEL GUTERMAN 11462 S UNION AVE STE D JENKS OK 74037 TRUSTEE 10.00 0 0 0 DANIEL GUTERMAN 11462 S UNION AVE STE D JENKS OK 74037 TRUSTEE 10.00 0 0 0 NONE 0 NONE 0 0 4802330 226955 0 5029285 0 0 5029285 212686 4816599 240830 240830 2471 2471 238359 0 238359 0 238359 224264 0 224264 238359 190591 0 0 224264 190591 0 0 33673 0 0 0 0 0 0 0 0 204686 0 0 0 MICHAEL GUTERMAN MICHAEL GUTERMAN 11462 S UNION AVE STE D JENKS OK 74037 9182095021 LETTER FORM: AMOUNT OF FUND REQUESTED, PURPOSE, NAME, ADDRESS AND CONTACT PERSON OR ORGANIZATION REQUESTING FUNDS. NONE NONE ALZHEIMER'S ASSOCIATION 225 N MICHIGAN AVE FL 17 CHICAGO IL 606017633 NONE PC MEDICAL RESEARCH 2000 BALLENISLES CHARITIES FOUNDATION 100 BALLENISLES CIRCLE PALM BEACH GARDENS FL 33418 NONE PC OPERATIONS FUND FOR SOCIAL SERVICES 2500 CORE 15713 EAST 450 ROAD CLAREMORE OK 74017 NONE PC OPERATIONS FUND FOR SOCIAL SERVICES 3000 COMMUNITY FOOD BANK OF EASTERN OKLAHOMA 1304 N KENOSHA AVE TULSA OK 74106 NONE PC MEALS TO THOSE IN NEED FOR EASTERN OKLAHOMA 7500 FAMILY & CHILDREN'S SERVICES 5310 EAST 31ST STREET TULSA OK 74135 NONE PC OPERATIONS FUND FOR SOCIAL SERVICES 5000 FOLDS OF HONOR 5971 N PATRIOT DR OWASSO OK 74055 NONE PC OPERATIONS FUND ASSISTING VETERANS 5000 HADASSAH 40 WALL STREET NEW YORK NY 10005 NONE PC OPERATIONS FUND FOR SOCIAL SERVICES 5000 IRON GATE 501 W ARCHER ST TULSA OK 74103 NONE PC MEALS TO THOSE IN NEED IN TULSA AREA 5000 JEWISH FEDERATION OF PALM BEACH COUNTY 1 HARVARD CIRCLE STE 100 WEST PALM BEACH FL 33409 NONE PC OPERATIONS FUND FOR SOCIAL SERVICES 50000 JEWISH FEDERATION OF TULSA 2021 E 71ST ST TULSA OK 74136 NONE PC OPERATIONS FUND FOR SOCIAL SERVICES 50000 MD ANDERSON CANCER CENTER PO BOX 301407 UNIT 1705 HOUSTON TX 77230 NONE PC RESEARCH MEDICAL 3000 MEALS ON WHEELS OF TULSA 5151 E 51ST ST TULSA OK 74135 NONE PC MEALS TO THOSE IN NEED IN TULSA AREA 7500 SHERWIN MILLER MUSEUM OF JEWISH ART 2021 E 71ST ST TULSA OK 74136 NONE PC OPERATIONS FUND FOR SOCIAL SERVICES 5000 ST JUDE CHILDREN'S RESEARCH HOSPITAL 501 ST JUDE PLACE MEMPHIS TN 38105 NONE PC RESEARCH MEDICAL 5000 TEMPLE ISRAEL 2004 E 22ND PL TULSA OK 74114 NONE PC OPERATIONS FUND FOR SOCIAL SERVICES 35000 TULSA DAY CENTER FOR THE HOMELESS INC 415 WEST ARCHER STREET TULSA OK 74103 NONE PC MEALS & SHELTER TO THOSE IN NEED IN TULSA AREA 7500 TUNNEL TO TOWERS FOUNDATION 2361 HYLAN BOULEVARD STATEN ISLAND NY 10306 NONE PC OPERATIONS FUND ASSISTING VETERANS 5000 US HOLOCAUST MEMORIAL 100 RAOUL WALLENBERG PL SW WASHINGTON DC 20024 NONE PC OPERATIONS FUND FOR SOCIAL SERVICES 5000 USC SHOAH FOUNDATION 650 W 35TH ST STE 401 LOS ANGELES CA 900892571 NONE PC EDUCATION 5000 VIZAVANCE 4005 NW EXPY 325E OKLAHOMA CITY OK 73116 NONE PC OPERATIONS FUND FOR SOCIAL SERVICES 2000 WOUNDED WARRIOR PROJECT 4899 BELFORT RD STE 300 JACKSONVILLE FL 32256 NONE PC OPERATIONS FUND ASSISTING VETERANS 5000 220000 0 14 173697 14 2188 18 13560 0 189445 0 189445 4 N/A 8 N/A 11 N/A 0 0 0 0 0 0 0 0 0 0 X X 1 MICHAEL GUTERMAN 11462 S UNION AVE STE D JENKS OK 74037 10000 X 2 MAPLEOAK INVESTMENTS INC 11462 S UNION AVE STE D JENKS OK 74037 15000 X PROFESSIONAL FEES 8042 4021 4021 EXPENSES 8,000 UNDISTRIBUTED INCOME (UDI) 204,686 -------PART X, LINE 4 212,686 MNLEHMAN BRTHS HLDGRR 15567 10 ESC LEHMAN BRTH HLD 201 10 ABBOTT LABS 10047 80148 ABBVIE INC 10895 111666 AFLAC INC 24000 124248 ATRIA GROUP INC 92048 193952 APPLIED MATERIAL INC 56229 78375 ARES CAPITAL CORP 25390 30870 AT&T INC 149963 166800 BANK OF AMERICA CORP 5764 22065 BRITISH AMN TOBACO SPADR 147252 108480 CARRIER GLOBAL CORP REG 3763 42720 CISCO SYSTEMS INC 84181 107168 CITIGROUP INC COM NEW 76868 94150 DISNEY (WALT) CO COM STK 37018 73363 ELEVANCE HEALTH INC 19313 95960 EXXON MOBIL CORP 63306 102300 FIRST ENERGY CORP 50383 75492 FORD MOTOR CO 78219 93420 FOX CORP 20072 25090 HALLIBURTON COMPANY 75687 78360 KIMCO REALTY CORP MD 87120 85040 KKR & CO INC 37771 242920 LEGGETT & PLATT INC 18743 9060 LOWE'S COMPANY INC 157551 451460 LUMN TECHNOLOGIES INC 64821 7840 L3HARRIS TECHNOLOGIES 46280 158821 METRONIC PLC SHS 67374 62235 NEWELL BRANDS INC 24589 5300 ONEOK INC 143967 175989 OTIS WORLDWIDE CORP REG 5642 28605 PEPSICO INC 173357 276045 PFIZER 65454 58725 RAYTHEON TECHNOLOGIES 64514 136480 SOUTHERN COMPANY 32065 90000 TEVA PHARACTCL INDS ADR 26812 16780 VERIZON COMMUNICATIONS 98040 109900 VIATRIS INC 22970 14275 WELLS FARGO & CO 30208 100579 WILLIAMS COMPANIES DEL 79588 181530 WILLIAMS SONOMA INC 24184 226464 XEROX HOLDINGS CORP REG 14935 3012 AMERICAN CAP INC BLDR 155595 162598 BLACKROCK ENHANCED 22107 18104 BLACKROCK CREDIT ALLCT 47399 21503 CBRE GLOBAL REAL ESTATE 68905 36050 COHEN AND STEERS QUALITY 54254 49800 EATON VANCE TAX DIV INC 61163 69720 FLAHERTY & CRUMRINE 72283 54845 GOLDMAN SACHS INTL 52354 67711 J HANCOCK PREF INCOME 47617 34200 KAYNE ANDERSON ENERGY 77528 48640 MFS INTERNATIONAL 42270 44375 MFS INTERNATIONAL 25944 26884 NUVEEN NASDAQ 100 DYNAMI 11014 31550 VIRTUS CONV & INCOME FUND 12256 10095 VIRTUS CONV & INCOME FUND II 7730 3063 BANK CHARGES & FEES 486 243 243 OTHER INCOME 2188 2188 2188 TAXES 7444 7444 0