2026-07-28T10:25:04-05:00 2025-12-31 994625061 CRI ADVISORS LLC 6120 SOUTH YALE SUITE 805 TULSA OK 74136 990PF 2025-01-01 207338204 THE CHARLES & MARION WEBER FOUNDATION CHAR 9186913795 PO BOX 14011 TULSA OK 74159 PAMELA LOW PRESIDENT 9186913795 2026-07-16 1 CHARLOTTE HENRY CPA P01963582 9186280500 2026-07-01 2025 2025-03-06 01:10:19Z X 5984861 X X 166062 166062 134875 1294783 134875 300937 300937 16000 8000 0 2000 2000 0 43194 43194 0 5420 541 0 91 91 0 226 226 0 66931 54052 0 322000 322000 388931 54052 322000 -87994 246885 73836 100724 100724 1739693 1737573 2923316 1937157 1845277 1860208 596701 567421 1100613 4347387 4250995 5984861 0 0 X 4347387 4250995 4347387 4250995 4347387 4250995 4347387 -87994 0 4259393 8398 4250995 SHORT-TERM TRANSACTIONS FROM MERRILL X2157 2025-01-01 2025-12-31 356342 356840 -498 -498 LONG-TERM TRANSACTIONS FROM MERRILL X2157 2025-01-01 2025-12-31 937933 802971 134962 134962 LONG-TERM TRANSACTIONS FROM MERRILL X2157 2025-01-01 2025-12-31 97 97 0 0 CAPITAL GAINS DIVIDENDS P 411 411 411 134875 3432 0 3432 0 3432 2920 0 0 0 2920 5 517 0 0 0 0 0 0 0 0 0 0 1 1 OK 1 0 0 0 0 1 N/A PAMELA LOW 9186913795 469 SLATE RIVER DR CRESTED BUTTE CO 81224 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PAMELA LOW 469 SLATE RIVER DR CRESTED BUTTE CO 81224 PRESIDENT 8.00 5000 0 0 CHARLOTTE MILLER PO BOX 14073 TULSA OK 74159 SECRETARY / TREASURER 3.00 3500 0 0 MARTHA ALFORD 1500 S FRISCO 3F TULSA OK 74119 TRUSTEE 1.00 2500 0 0 KAREY LOW 469 SLATE RIVER DR CRESTED BUTTE CO 81224 TRUSTEE 1.00 2500 0 0 CHARLES MEYERS JR 5721 S LEWIS AVE APT 1222 TULSA OK 74105 TRUSTEE 1.00 2500 0 0 NONE 0 0 0 0 0 5938511 87280 0 6025791 0 0 6025791 90387 5935404 296770 296770 3432 3432 293338 0 293338 0 293338 322000 0 322000 293338 0 0 47529 86636 142999 9866 287030 322000 0 0 0 293338 28662 0 0 315692 0 0 0 0 0 0 47529 268163 86636 142999 9866 28662 X ALZHEIMER'S ASSOCIATION 2448 E 81ST STREET SUITE 3000 TULSA OK 74137 NONE PC TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION 5000 APLASTIC ANEMIA & MDS INTERNATIONAL FOUNDATION 4330 EAST WEST HWY SUITE 230 BETHESDA MD 208144595 NONE PC TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION 10000 ASCENSION ST JOHN'S FOUNDATION 1924 S UTICA AVE DAVIS TOWER 2ND FLOOR TULSA OK 74104 NONE PC TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION 5000 CATHOLIC CHARITIES OF EASTERN OKLAHOMA PO BOX 580460 TULSA OK 741580460 NONE PC TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION 5000 CHAMBER MUSIC TULSA PO BOX 14560 TULSA OK 74159 NONE PC TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION 23000 DOMESTIC VIOLENCE INTERVENTION SERVICES 3124 E APACHE STREET TULSA OK 74110 NONE PC TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION 5000 EMERGENCY INFANT SERVICES 1110 S DENVER AVENUE TULSA OK 74119 NONE PC TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION 5000 FOOD BANK OF EASTERN OKLAHOMA 1304 N KENOSHA AVENUE TULSA OK 74106 NONE PC TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION 10000 FRIENDS OF STARLIGHT CONCERTS PO BOX 35158 TULSA OK 74153 NONE PC TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION 6000 GILCREASE MUSEUM 800 S TUCKER DR TULSA OK 74104 NONE PC TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION 10000 HABITAT FOR HUMANITY 6235 EAST 13TH STREET TULSA OK 74112 NONE PC TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION 5000 IRON GATE 501 WEST ARCHER STREET TULSA OK 74103 NONE PC TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION 10000 JOHN 316 MISSION 575 N 39TH WEST AVENUE TULSA OK 74127 NONE PC TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION 10000 LIFE SENIOR SERVICES 5950 E 31ST STREET TULSA OK 74135 NONE PC TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION 10000 MEALS ON WHEELS OF METRO TULSA 12620 E 31ST STREET TULSA OK 74146 NONE PC TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION 10000 NEIGHBORS ALONG THE LINE 5000 CHARLES PAGE BLVD TULSA OK 74127 NONE PC TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION 15000 OETA FOUNDATION 7403 N KELLEY AVENUE OKLAHOMA CITY OK 731118420 NONE PC TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION 12000 OKC NATIONAL MEMORIAL MUSEUM PO BOX 323 OKLAHOMA CITY OK 73101 NONE PC TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION 2000 PHILBROOK MUSEUM 2727 SOUTH ROCKFORD ROAD TULSA OK 74114 NONE PC TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION 10000 PUBLIC RADIO TULSA 800 SOUTH TUCKER DRIVE TULSA OK 74104 NONE PC TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION 15000 RESTORE HOPE MINISTRIES 2960 CHARLES PAGE BLVD TULSA OK 74127 NONE PC TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION 10000 REVITALIZE T-TOWN 14 EAST 7TH STREET TULSA OK 74119 NONE PC TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION 5000 SISTEMA TULSA 1301 S BOSTON AVENUE TULSA OK 74119 NONE PC TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION 5000 SLOAN KETTERING MEMORIAL CANCER CENTER PO BOX 5028 HAGERSTOWN MD 217415028 NONE PC TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION 5000 ST FRANCIS HOSPITAL CHILDREN'S FOUNDATION 6600 SOUTH YALE AVENUE SUITE 975 TULSA OK 74136 NONE PC TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION 5000 ST SIMEON'S FOUNDATION 3701 N MLK JR BLVD TULSA OK 74106 NONE PC TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION 5000 THE CENTER FOR INDIVIDUALS WITH PHYSICAL CHALLENGES 815 SOUTH UTICA AVENUE TULSA OK 74104 NONE PC TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION 5000 THE OUTSIDERS MUSEUM 731 N ST LOUIS AVE TULSA OK 74106 NONE PC TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION 2000 THE PENCIL BOX 2435 SOUTHWEST BOULEVARD TULSA OK 74107 NONE PC TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION 5000 THE SALVATION ARMY PO BOX 397 TULSA OK 74101 NONE PC TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION 5000 THE SPRING PO BOX 1588 SAND SPRINGS OK 74063 NONE PC TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION 1000 TPAC ORBIT INITIATIVE 110 E 2ND ST TULSA OK 74103 NONE PC TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION 5000 TULSA BALLET 1212 EAST 45TH PLACE SOUTH TULSA OK 74105 NONE PC TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION 30000 TULSA BOTANIC GARDEN 3900 TULSA BOTANIC DR TULSA OK 74127 NONE PC TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION 16000 TULSA DAY CENTER 415 WEST ARCHER STREET TULSA OK 74103 NONE PC TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION 5000 TULSA GIRLS ART SCHOOL 2202 E ADMIRAL BLVD TULSA OK 74110 NONE PC TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION 5000 TULSA HISTORICAL SOCIETY 2445 S PEORIA AVE TULSA OK 74114 NONE PC TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION 2000 TULSA SYMPHONY ORCHESTRA 117 N BOSTON AVENUE SUITE 201 TULSA OK 74103 NONE PC TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION 7500 UNIVERSITY OF TULSA 800 S TUCKER DRIVE TULSA OK 741049700 NONE PC TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION 5000 UP WITH TREES 800 S TUCKER DR TULSA OK 74127 NONE PC TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION 500 YWCA 1910 S LEWIS AVE TULSA OK 74104 NONE PC TO FURTHER THE ORGANIZATION'S CHARITABLE MISSION 10000 322000 0 14 166062 18 134875 0 300937 0 300937 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 2000 2000 0 CORPORATE BONDS 1845277 1860208 EQUITIES 1737573 2923316 MUTUAL FUNDS AT COST 567421 1100613 ADJUSTMENT 8398 P.O. BOX EXPENSE 226 226 0 ADVISORY FEES 43194 43194 0 FOREIGN TAX PAID - MERRILL ACCT. X2157 325 325 0 FOREIGN TAX PAID - MERRILL ACCT. X2158 216 216 0 FEDERAL EXCISE TAX 4879 0 0