2026-08-19T08:41:17-05:00 2025-12-31 731413977 HoganTaylor LLP 2222 South Utica Pl Suite 200 Tulsa OK 74114 990PF 2025-01-01 731273053 Fulton & Susie Collins Foundation FULT 9187489860 2200 S Utica Place Suite 420 Tulsa OK 74114 Suzanne M Collins Trustee 9187489860 2026-08-19 1 Ashley M Fogle P01258800 9187452333 2026-08-19 2025 2025-03-06 01:10:19Z X 21431160 X X 657158 657158 583813 2029761 583813 1240971 1240971 0 0 0 1291 1291 0 57396 10396 0 53697 53181 516 112384 64868 516 987234 987234 1099618 64868 987750 141353 1176103 56428 6680 6680 1700561 2453568 2453568 7504326 7640927 11804363 8146455 7447948 7166549 17407770 17549123 21431160 0 0 X 8414994 8414994 0 0 8992776 9134129 17407770 17549123 17407770 17549123 17407770 141353 0 17549123 0 17549123 Publicly Traded Securities - Charles Schwab & Co., Inc. 333835 389251 -55416 -55416 Publicly Traded Securities - Charles Schwab & Co., Inc. 899603 691953 207650 207650 HCP Private Equity LLL, LP P 60000 60000 60000 HCP Absolute Return Fund P 514110 364744 149366 149366 Prime Finance Opp IV, LP K-1 P 234 234 234 Capital Gains Dividends P 221979 221979 221979 583813 16348 0 16348 0 16348 24436 0 0 0 24436 0 8088 8088 0 0 0 0 0 0 0 0 0 0 0 1 1 OK 1 0 0 0 0 1 N/A Collins Investments Inc 9187489860 2200 S Utica Place Suite 420 Tulsa OK 74114 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Suzanne M Collins 2200 S Utica Place Suite 420 Tulsa OK 74114 Trustee 10.00 0 0 0 Suzanne C Yonkers 298 Arlington Way Menlo Park CA 94025 Trustee 0.00 0 0 0 Catherine E Collins 4401 San Carlos Drive Dallas TX 75205 Trustee 0.00 0 0 0 NONE 0 NONE 0 0 18958513 2091798 0 21050311 0 0 21050311 315755 20734556 1036728 1036728 16348 16348 1020380 0 1020380 0 1020380 987750 0 987750 1020380 956904 0 0 987750 956904 0 0 30846 0 0 0 0 0 0 0 0 989534 0 0 0 Suzanne M Collins Suzanne M Collins 2200 S Utica Place Suite 420 Tulsa OK 74114 9187489860 None Specified None None A New Leaf PO Box 2370 Owasso OK 74055 N/A PC The Village Phase 2 - 2nd pledge 100000 Catholic Charities PO Box 580460 Tulsa OK 74158 N/A PC Donation Cooking up Compassion 2000 Catholic Charities PO Box 580460 TUlsa OK 74158 N/A PC Operating 3000 Childcare Resources of Indian River 2300 5th Avenue Suite 149 Vero Beach FL 32960 NA PC Operating 1500 Christ the King Church 1520 South Rockford Tulsa OK 74120 N/A PC Believe Campaign 2023 pymt 2 of 3 100000 Christ the King Church 1520 South Rockford Tulsa OK 74120 N/a PC Operating 500 Diocese of Tulsa PO Box 690240 Tulsa OK 74169 N/A PC Annual Appeal 3500 Environmental Learning Center 255 Live Oak Drive Vero Beach FL 32963 N/A PC Operating 500 Family & Children's Services 650 S Peoria Tulsa OK 74120 N/A PC Operating 3500 The Frontier Media Group 2121 East 26th Place Tulsa OK 74114 N/A PC Operating 10000 Gilcrease Museum 800 S Tucker Drive Tulsa OK 74104 N/A PC Campaing for Gilcrease, pymt 4 of 5 100000 Girl Scounts of Eastern Oklahoma 4810 S 129th E Ave Tulsa OK 74134 N/A PC Donation GO Girl Gala 5000 Grace Science Foundation PO Box 114 Menlo Park CA 94025 N/A PC Operating 2500 Hearts of Hearing 8125 E 101st St Ste 50 Tulsa OK 74133 N/A PC Operating 2500 Indian River Land Trust 80 Royal Palm Point Suite 301 Vero Beach FL 32960 N/A PC Fall Benefit 1100 Iron Gate 501 W Archer Street Tulsa OK 74103 N/A PC Operating 1000 John's Island Foundation 6001 Highway A1A PMB 8323 Vero Beach FL 32963 N/A PC Operating 10000 John's Island Foundation 6001 Highway A1A PMB 8323 Vero Beach FL 32963 N/A PC Memorial - Sam Hayes 1000 The Little Lighthouse 5120 E 36th Street Tulsa OK 74135 N/A PC Memorial - David Clinton Lawson 500 Marquette Catholic School 1520 S Rockford Tulsa OK 74120 N/A PC Rise Program-Jo Siegfried Memorial 1000 Matthias Academy Corporation 12603 224th Avenue Benet Lake WI 53102 N/A PC Memorial - Jack Preschlack 500 Mayo Clinic 20 First Street SW Rochester MN 55905 N/A PC Memorial - Dr. John Coyle, II 500 Meals on Wheels Metro Tulsa 5151 East 51st Street Tulsa OK 74135 N/A PC Donation 2500 Menlo Park Atherton Education Foundation 181 Encinal Ave Atherton CA 94027 N/A PC Endowment Fund - Grandson 5000 Pathways Adult Learning Center PO Box 703064 Tulsa OK 74170 N/A PC Capital Campaign Pledge #1 of 3 170000 Peninsula Open Space Trust 222 High Street Palo Alto CA 94301 N/A PC Annual Fund 1500 Philbrook Museum of Art 2727 S Rockford Tulsa OK 74114 N/A PC Memorial - Jack Neely 5000 Philbrook Museum of Art 2727 S Rockford Tulsa OK 74114 N/A PC Wall Flowers: Pat Gordon 1000 Philbrook Museum of Art 2727 S Rockford Tulsa OK 74114 N/A PC Benefactor 4634 Pittsburg State University Foundation Inc 401 E Ford Avenue Pittsburg KS 66762 N/A PC Charles & Debbie Myers Scholarship 5000 Resonance 15608 S Elwood Tulsa OK 74119 N/A PC Operating 1500 St Philip Neri University Parish 440 S Floriece Ave Tulsa OK 74104 N/A PC Operating 2000 San Miguel School 2444 E Admiral Blvd Tulsa OK 74110 N/A PC Donation:Dancing with the Tulsa Stars 3000 Tulsa Area United Way 1430 South Boulder Tulsa OK 74119 N/A PC Toqueville Society 12500 Tulsa Botanic Garden 3900 Tulsa Botanic Drive Tulsa OK 74127 N/A PC Memorial - Burt Holmes 1000 Tulsa Boys' Home PO Box 1101 Tulsa OK 74101 N/A PC Gift of Hope Campaign 5 of 5 1000 Tulsa Community Foundation 7030 S Yale Suite 600 Tulsa OK 74136 N/A PC A Gathering Place for Tulsa, Final pymt 100000 Tulsa Day Center 415 W Archer Street Tulsa OK 74103 N/A PC The Big Show Off 15000 Tulsa Period Pantry Foundation 6363 E 31st Street Suite 110 Tulsa OK 74135 N/A PC Operating 1000 University of Tulsa 600 South College Tulsa OK 74104 N/A PC Collins Fitness Center;Collins C of Bus. 300000 University of Tulsa 600 South College Tulsa OK 74104 N/A PC Women's Golf-Dale McNamara Invitatnl 5000 Youth Guidance 1028 20th Place Vero Beach FL 32960 N/A PC Operating 500 987234 0 14 657158 18 583813 0 1240971 0 1240971 0 0 0 0 0 0 0 0 0 0 Oakmark International Fund 2226019 3029338 Dodge & Cox Global Stock Fund 1800000 3739451 Select Equity Group US Equity Fund 3614908 5035574 Prime Finance Fund I, LP FMV 686040 313330 Prime Finance Fund II, LP FMV 696085 462478 Vanguard Inv Grade ST Fund FMV 1901346 1858869 Varde Fund XII-B Feeder, LP FMV 404608 147366 Varde Fund XIII-B Feeder, LP FMV 376161 417362 Prime Finance Fund III, LP FMV 592688 517561 Prime Finance Fund IV, LP FMV 137349 124630 GoldenTree Multi-Sector Fund I, LP FMV 2500000 2917318 HCP Absolute Return Fund Offshore Feeder, LP FMV 153671 216601 Hall Capital Pvt Equity Fund FMV 0 191034 Charitable dinners, meetings, publications, etc. 516 0 516 Investment Mgmt Fees & Exp 48847 48847 0 Investment Exp - Prime Finance Fund I LP 787 787 0 Investment Exp - Prime Finance Fund II, LP 835 835 0 Investment Exp - Prime Finance Fund III, LP 1100 1100 0 Investment Exp - Prime Finance Fund IV, LP 1100 1100 0 Other Deductions - Varde Fund XII B Feeder LP 512 512 0 Foreign Taxes Paid and Withheld 10396 10396 0 Form 990-PF Excise Taxes 47000 0 0