2026-07-30T13:33:33-05:00 2025-12-31 453944293 PRESTON SMITH PLLC 8118 EAST 63RD STREET TULSA OK 74133 990PF 2025-01-01 823687242 JOE AND JENNIFER POTTS FAMILY FOUNDATION JOEA 9182501040 8118 E 63RD STREET TULSA OK 74133 JOSEPH POTTS DIRECTOR 9182501040 2026-07-29 1 PRESTON SMITH CPA P00357271 9182501040 2026-07-20 2025 2025-03-06 01:10:19Z X 2222014 X 32941 56780 56780 59384 570369 59384 149105 116164 0 0 0 4014 4014 0 4109 109 0 30 30 0 8153 4153 0 259250 259250 267403 4153 259250 -118298 112011 5048 1216 1216 348118 306656 306656 1105768 1032764 1914142 1458934 1340636 2222014 0 0 X 1458934 1340636 1458934 1340636 1458934 1340636 1458934 -118298 0 1340636 0 1340636 ABBVIE INC 2025-05-14 2025-07-14 129 123 6 6 APPLE INC 2025-05-14 2025-07-14 36 37 -1 -1 CARDINAL HEALTH 2025-04-14 2025-07-14 30 25 5 5 CARPENTER TECHNOLOGY 2025-06-04 2025-07-14 113 100 13 13 COSTCO 2024-08-08 2025-07-14 498 496 2 2 DEVON ENERGY 2025-06-27 2025-07-14 2 2 0 0 FIRST TR EXCH 2025-06-27 2025-07-14 4 4 0 0 FIRST TR EXCH 2025-06-27 2025-07-14 21 20 1 1 FIRST TR EXCH 2025-06-27 2025-07-14 20 20 0 0 FIRST TR TCW 2025-03-26 2025-03-26 3796 3790 6 6 JP MORGAN EXCH 2025-07-02 2025-07-14 12 12 0 0 NVIDIA 2025-04-01 2025-07-14 13 10 3 3 ONEOK INC 2025-05-14 2025-07-14 45 48 -3 -3 WHIRLPOOL CORP 2025-06-13 2025-07-14 76 66 10 10 FIRST TRUST TCW 2023-10-23 2025-03-26 89014 84077 4937 4937 CARPENTER TECHNOLOGY 2025-06-04 2025-07-29 69399 47104 22295 22295 WHIRLPOOL CORP 2025-06-13 2025-07-29 138771 172362 -33591 -33591 SABRIENT BAKERS 2024-09-27 2025-10-21 268390 202689 65701 65701 59384 1557 0 1557 0 1557 2527 0 0 0 2527 0 970 970 0 0 0 0 0 0 0 0 0 0 0 1 1 OK 1 0 0 0 0 1 N/A PRESTON SMITH CPA 9182501040 8118 E 63RD ST TULSA OK 74133 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JOSEPH POTTS 8118 E 63RD ST TULSA OK 74133 DIRECTOR 0.00 0 0 0 JENNIFER POTTS 8118 E 63RD ST TULSA OK 74133 DIRECTOR 0.00 0 0 0 NONE 0 NONE 0 THE JOE AND JENNIFER POTTS FAMILY FOUNDATION IS A PRIVATE FOUNDATION. IT ACCOMPLISHES ITS CHARITABLE PURPOSES SOLELY THROUGH A PROGRAM OF MAKING CHARITABLE GIFTS AND GRANTS AND DOES NOT CONDUCT ANY DIRECT CHARITABLE ACTIVITIES OR MAKE PROGRAM-RELATED INVESTMENTS. ALL ADMINISTRATIVE EXPENSES WERE INCURRED IN THE ADMINISTRATION OF INVESTMENTS, AND THEREFORE NO EXPENSES HAVE BEEN ALLOCATED TO GRANT-MAKING ACTIVITIES. 0 0 1866433 140885 0 2007318 0 0 2007318 30110 1977208 98860 98860 1557 1557 97303 0 97303 0 97303 259250 0 259250 97303 0 0 0 259250 0 0 0 97303 161947 0 0 161947 0 0 0 0 0 0 0 161947 161947 X BREAKTHROUGH T1D PO BOX 5042 HAGERSTOWN MD 21741 NONE NC SUPPORT FOR OPERATIONS 250 CALM CENTER 6126 E 32ND PL TULSA OK 74135 NONE NC SUPPORT FOR OPERATIONS 1000 GLOBAL GARDENS TULSA PO BOX 52034 TULSA OK 74152 NONE NC SUPPORT FOR OPERATIONS 1500 HOLLAND HALL 5666 EAST 81ST STREET TULSA OK 74137 NONE NC MIDDLE SCHOOL 250000 HOSPITALITY HOUSE OF TULSA 1137 S VICTOR AVE TULSA OK 74104 NONE NC SUPPORT FOR OPERATIONS 5000 SALVATION ARMY 924 S HUDSON AVE TULSA OK 74112 NONE NC SUPPORT FOR OPERATIONS 500 STREET SCHOOL 1135 S YALE AVE TULSA OK 74112 NONE NC SUPPORT OF OPERATIONS 1000 259250 0 14 56780 18 59384 0 116164 0 116164 1 N/A 0 0 0 0 0 0 0 0 0 0 X X 1 JOE POTTS 3757 S WHEELING AVE TULSA OK 74105 32941 X X 1 BDX STOCK 29492 2025-12-29 ABBVIE INC 36547 73345 APPLE INC 3595 207429 BECTON, DICKINSON AND COMPANY 29492 149240 CARDINAL HEALTH INC 60098 176319 CARPENTER TECHNOLOGY CORP 47104 78710 COSTCO WHOLESALE CORP 42305 105205 DEVON ENERGY CORPORATION 93408 111428 DUTCH BROS INC 65580 122440 FIRST TR ETF FD II FIRST TR 125278 169088 FIRST TR ETF FD III INSTL PFD 95824 108138 FIRST TRUST SENIOR LOAN 145227 144981 JP MORGAN EQUITY PREMIUM INCOME ETF 119174 118258 NVIDIA CORP 59785 93250 ONEOK INC 67648 84011 VIASAT INC 41699 172300 SUPPLIES 30 30 0 BROKERAGE FEES 4014 4014 0 EXCISE TAX 4000 0 0 FOREIGN TAX 109 109 0