2026-08-24T16:11:51-05:00 2025-12-31 453705962 MORSE & CO PLLC 6060 S AMERICAN PL ST E TULSA OK 741354351 990PF 2025-01-01 862872620 WILLIAM BARRY LOVE FOUNDATION INC WILL 9186823434 PO BOX 625 MUSKOGEE OK 744020625 JAMES R GULLEY DIRECTOR 9186823434 2026-08-24 1 MELVIN D RIPPY P00010140 9187491040 2025 2025-03-06 01:10:19Z X 57717738 X 60357 2698477 2698477 771750 771750 687673 90024 271822 90024 3620608 3560251 0 0 0 15000 11250 3750 137296 109318 27978 67756 0 0 84077 84077 1538 1154 385 305667 205799 32113 2704397 2704397 3010064 205799 2736510 610544 3354452 208990 100213 100213 52144000 55366000 55366000 2099384 2251525 2251525 54452374 57717738 57717738 0 0 X 0 0 0 0 54452374 57717738 54452374 57717738 54452374 57717738 54452374 610544 2654820 57717738 0 57717738 PUBLICLY TRADED SECURITIES 214356 181798 32558 32558 CAPITAL GAINS DISTRIBUTION 57466 57466 57466 90024 46627 0 46627 0 46627 70608 0 0 0 70608 0 23981 23981 0 0 0 0 0 0 0 0 0 0 0 1 1 OK 1 0 0 1 1 1 WWW.FMIOKC.COM/CLIENTS/WILLIAM-BARRY-LOVE FOUNDATION MANAGEMENT INC 4057555571 1024 E BRITTON RD STE 200 OKLAHOMA CITY OK 731312001 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 JAMES R GULLEY PO BOX 625 MUSKOGEE OK 744020625 PRESIDENT 2.00 0 0 0 MELONY CAREY PO BOX 625 MUSKOGEE OK 744020625 DIRECTOR 2.00 0 0 0 JOHN TYLER HAMMONS PO BOX 625 MUSKOGEE OK 744020625 DIRECTOR 2.00 0 0 0 KAYLIN COODY PO BOX 625 MUSKOGEE OK 744020625 DIRECTOR 2.00 0 0 0 MIKE MILLER PO BOX 625 MUSKOGEE OK 744020625 DIRECTOR 2.00 0 0 0 MARLON COLEMAN PO BOX 625 MUSKOGEE OK 744020625 DIRECTOR 2.00 0 0 0 MEAGAN MOORE PO BOX 625 MUSKOGEE OK 744020625 SECRETARY 2.00 0 0 0 NANCY GADEN PO BOX 625 MUSKOGEE OK 744020625 TREASURER 1.00 0 0 0 NONE 0 FOUNDATION MANAGEMENT INC 1024 E BRITTON RD STE 200 OKLAHOMA CITY OK 731312001 ACCOUNTING AND ADMINISTRATIVE SERVICES 111912 0 0 2191139 908631 55366000 58465770 0 0 58465770 876987 57588783 2879439 2879439 46627 46627 2832812 0 2832812 0 2832812 2736510 0 2736510 2832812 2140493 0 0 2736510 2140493 0 0 596017 0 0 0 0 0 0 0 0 2236795 0 0 0 X COURT APPOINTED SPECIAL ADVOCATE FOR CHILDREN INC (CASA) PO BOX 1274 MUSKOGEE OK 744021274 PC GENERAL OPERATIONS 100000 HILLDALE PUBLIC SCHOOLS 313 E PEAK BLVD MUSKOGEE OK 74403 GOV SUMMER PROGRAMS, TEACHER SUPPORT, AND COLLEGE PROGRAMS 794140 MUSKOGEE ARTS & SCIENCE CENTER INC 529 N 14TH ST MUSKOGEE OK 74401 PC STAFFING AND DEVELOPMENT 24500 MUSKOGEE PUBLIC SCHOOLS 202 W BROADWAY ST MUSKOGEE OK 744016651 GOV AFTER SCHOOL AND LITERACY PROGRAMS 1117900 MUSKOGEE COUNTY CHILD ADVOCACY CENTER 400 COURT ST MUSKOGEE OK 74401 PC GENERAL OPERATIONS AND BUILDING REPAIRS 209246 INDIAN CAPITAL TECHNOLOGY CENTER FOUNDATION INC 2403 N 41ST STREET EAST MUSKOGEE OK 74403 PC SCHOLARSHIP SUPPORT 250000 SHRINERS HOSPITAL FOR CHILDREN (BEDOUIN SHRINERS) PO BOX 1667 MUSKOGEE OK 744021667 PC MEDICAL TRANSPORATION AND LODGING 88611 RENAISSANCE CHARITABLE FOUNDATION INC 8888 KEYSTONE CROSSING SUITE 1222 INDIANAPOLIS IN 46240 PC CHILDREN'S ADVOCACY AND EDUCATION 120000 2704397 0 14 2698477 16 687673 18 90024 0 3476174 0 3476174 0 0 0 0 0 0 0 0 0 0 X X 1 WILLIAM BARRY LOVE TR 03052014 PO BOX 625 MUSKOGEE OK 744020625 60357 X ACCOUNTING FEES 15000 11250 3750 WAREHOUSE 2024-12-31 3127734 3347 SL 39.000000000000 80198 80198 FOP BUILDING 2016-01-01 29188 9173 SL 22.000000000000 1327 1327 WAREHOUSE 2025-01-03 103867 SL 39.000000000000 2552 2552 TRANSFERS FROM CONTROLLED ENTITIES FORM 990-PF, PART VI-A, LINE 11 NAME OF CONTROLLED ENTITY 1: LOVE BOTTLING COMPANY; EIN 73-0965850ADDRESS:PO BOX 625MUSKOGEE, OK 74402-0625DESCRIPTION OF TRANSFER:COPRORATE DIVIDENDSAMOUNT OF TRANSFER:2,607,200NAME OF CONTROLLED ENTITY 2: BIG KIDD LLC; EIN 26-3818894ADDRESS:PO BOX 625MUSKOGEE, OK 74402-0625DESCRIPTION OF TRANSFER:DISTRIBUTION OF LLC INCOMEAMOUNT OF TRANSFER:687,673 SCHEDULE OF CONTROLLED ENTITIES FORM 990-PF, PART VI-A, LINE 11 NAME OF CONTROLLED ENTITY:LOVE BOTTLING COMPANY; EIN 73-0965850ADDRESS:PO BOX 625MUSKOGEE, OK 74402-0625EXCESS BUSINESS HOLDING [ ] YES [X] NONAME OF CONTROLLED ENTITY:BIG KIDD LLC; EIN 26-3818894ADDRESS:PO BOX 625MUSKOGEE, OK 74402-0625EXCESS BUSINESS HOLDING [ ] YES [X] NO LOVE BOTTLING COMPANY 47627000 47627000 BIG KIDD, LLC 7739000 7739000 AMERICAN CENTY ETF TR FMV 23983 23983 ISHARES CORE US AGGREGATE BOND ETF FMV 263549 263549 ISHARES RUSSELL MIDCAP FUND FMV 44977 44977 ISHARES RUSSELL MIDCAP VALUE FUND FMV 68268 68268 ISHARES RUSSELL 2000 FUND FMV 34047 34047 VANGUARD FTSE DEVELOPED MARKETS ETF FMV 54294 54294 VANGUARD FTSE EMERGING MARKETS EXCHANGE TRADED FUND FMV 22644 22644 VANGUARD INDEX TR VANGUARD GROWTH ETF FMV 157930 157930 VANGUARD INDEX TR VANGUARD VALUE ETF FMV 185475 185475 VANGUARD INDEX TRUST LARGE CAP ETF FMV 69029 69029 AMERICAN CAPITAL WORLD BOND CL F3 FMV 45501 45501 BRIDGE BUILDER CORE PLUS BOND FMV 322395 322395 BRIDGE BUILDER INTL EQUITY FMV 150774 150774 BRIDGE BUILDER LARGE GROWTH FMV 229968 229968 BRIDGE BUILDER LARGE VALUE FMV 210041 210041 DFA INTERNATIONAL SMALL COMPANY CL I FMV 47295 47295 GRANDEUR PEAK INTERNATIONAL STALWARTS CL I FMV 22664 22664 INVESCO DISCOVERY MID CAP GROWTH CL R6 FMV 23336 23336 JPMORGAN UNDISCOVERED MANAGERS BEHAVIORAL VALUE CL R6 FMV 32705 32705 MFS CORE EQUITY CL R6 FMV 21205 21205 MFS INCOME FD CL R6 FMV 45482 45482 MFS MID CAP GROWTH CL R6 FMV 21587 21587 PGIM JENNISON EMERGING MARKETS EQUITY OPPORTUNITIES CL R6 FMV 22182 22182 PGIM JENNISON MID-CAP GROWTH CIR6 FMV 20072 20072 PGIM JENNISON SMALL COMPANY CL R6 FMV 31642 31642 T ROWE PRICE HIGH YIELD CII FMV 57214 57214 TEW EMERGING MARKETS INCOME PLAN CL P FMV 23266 23266 INSURANCE 1538 1154 385 UNREALIZED GAIN 2654820 PORTFOLIO MANAGEMENT FEES 25384 25384 0 MANAGEMENT FEES 111912 83934 27978 FEDERAL INCOME TAXES 67756 0 0