Form990-PF


Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 09-01-2021 , and ending 08-31-2022
Name of foundation
PATTI JOHNSON WILSON FOUNDATION
C/O TRUST COMPANY OF OKLAHOMA
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 3627
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
TULSA, OK74104
A Employer identification number

73-6156280
B Telephone number (see instructions)

(918) 744-0553
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$32,647,560J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 44,249 44,249 44,249
4 Dividends and interest from securities... 309,579 309,579 309,579
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 303,529
b Gross sales price for all assets on line 6a 1,550,113
7 Capital gain net income (from Part IV, line 2)... 303,529
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 2,567,683 2,567,683 2,567,683
12 Total. Add lines 1 through 11........ 3,225,040 3,225,040 2,921,511
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 61,243 6,650 0 54,593
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 125 125 0 0
b Accounting fees (attach schedule)....... Click to see attachment 9,251 9,251 0 0
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 27,071 9,411 0 0
19 Depreciation (attach schedule) and depletion... Click to see attachment 423,978 423,978 423,978
20 Occupancy..............        
21 Travel, conferences, and meetings....... 502 0 0 502
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 240,754 239,278 239,278 1,476
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 762,924 688,693 663,256 56,571
25 Contributions, gifts, grants paid....... 1,060,000 1,060,000
26 Total expenses and disbursements. Add lines 24 and 25 1,822,924 688,693 663,256 1,116,571
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,402,116
b Net investment income (if negative, enter -0-) 2,536,347
c Adjusted net income (if negative, enter -0-)... 2,258,255
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 449    
2 Savings and temporary cash investments......... 513,321 939,947 939,947
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 7,831,740 Click to see attachment8,639,953 15,312,610
c Investments—corporate bonds (attach schedule)....... 3,753,208 Click to see attachment4,265,729 3,881,118
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment157,334 Click to see attachment157,333 Click to see attachment12,513,885
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 12,256,052 14,002,962 32,647,560
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment69,748 Click to see attachment0
23 Total liabilities (add lines 17 through 22)......... 69,748 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 12,186,304 14,002,962
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 12,186,304 14,002,962
30 Total liabilities and net assets/fund balances (see instructions). 12,256,052 14,002,962
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
12,186,304
2
Enter amount from Part I, line 27a .....................
2
1,402,116
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
423,978
4
Add lines 1, 2, and 3 ..........................
4
14,012,398
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
9,436
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
14,002,962
Form 990-PF (2021)
Form 990-PF (2021)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES - SHORT TERM P    
b PUBLICLY TRADED SECURITIES - LONG TERM P    
c CAPITAL GAINS DIVIDENDS P    
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 184,642   191,972 -7,330
b 1,227,334   1,054,612 172,722
c 138,137     138,137
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -7,330
b       172,722
c       138,137
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 303,529
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3 -7,330
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 35,255
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 35,255
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 20,520
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 20,520
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 14,735
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet   RefundedBullet 11  
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletOK
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
    Yes
     
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletMICHAEL R HAIRSTON Telephone no.bullet (918) 744-0553

    Located atbullet6120 S YALE AVE STE 1900TULSAOK ZIP+4bullet74136
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
    No
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
    Yes
     
    b
    If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2021.) .....................
    3b
     
    No
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
    5b
     
     
    c
    .........bullet
    d
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant? .................
    5d
     
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    THE TRUST COMPANY OF OKLAHOMA TRUSTEE
    3.00     		26,075 0 0
    PO BOX 3348
    TULSA,OK74101
    NANCY JOHNSON LEAKE TRUSTEE
    1.00     		5,085 0 0
    11 GLENBROOK
    BENTONVILLE,AR72712
    KATHLEEN L CHILDS TRUSTEE
    1.00     		5,083 0 0
    4440 SOUTHWEST 53RD STREET
    TOPEKA,KS66610
    FREDERICK P KOONTZ TRUSTEE
    1.00     		5,000 0 0
    3601 EAST 96TH PLACE
    TULSA,OK74137
    FRANK X HENKE III TRUSTEE
    1.00     		5,000 0 0
    6060 S AMERICAN PLAZA
    TULSA,OK74135
    BARBARA B GLASS TRUSTEE
    1.00     		5,000 0 0
    3612 SOUTH BRADEN PLACE
    TULSA,OK74135
    DAVID A STURDIVANT TRUSTEE
    1.00     		5,000 0 0
    100 WEST 7TH STREET SUITE 900
    TULSA,OK74119
    MARY ANN MECKFESSEL TRUSTEE
    1.00     		5,000 0 0
    6800 S GRANITE AVE APT 230
    TULSA,OK74136
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 NOT APPLICABLE 0
    2  
    3  
    4  
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 NOT APPLICABLE 0
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    21,229,101
    b
    Average of monthly cash balances.......................
    1b
    21,905
    c
    Fair market value of all other assets (see instructions)................
    1c
    12,513,884
    d
    Total (add lines 1a, b, and c).........................
    1d
    33,764,890
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    33,764,890
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    506,473
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    33,258,417
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    1,662,921
    Part X
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part IX, line 6..................
    1
    1,662,921
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    35,255
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    35,255
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,627,666
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,627,666
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    1,627,666
    Part XI
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 1,627,666
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 293,289
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020......  
    f Total of lines 3a through e ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 1,116,571
    a Applied to 2020, but not more than line 2a 293,289
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2021 distributable amount..... 823,282
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		804,384
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2021, enter the date of the ruling ....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part IX, line 6 for each year listed ..     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    THE PATTI JOHNSON WILSON FOUNDATION
    PO BOX 6327
    TULSA,OK74101
    (918) 744-0553
    bThe form in which applications should be submitted and information and materials they should include:
    CONTACT THE FINANCIAL AID OFFICE TO PROCURE A SCHOLARSHIP APPLICATION AND FOLLOW THEIR SUBMISSION PROCEDURES. APPLICATIONS ARE SUBMITTED THROUGH THE STUDENT'S UNIVERSITY FINANCIAL AID OFFICE. THE FINANCIAL AID OFFICE TYPICALLY REQUIRES THE SCHOLARSHIP APPLICATIONS TO BE SUBMITTED TO THEM TWO WEEKS PRIOR TO THE APRIL 1ST DEADLINE.
    cAny submission deadlines:
    THE DEADLINE TO SUBMIT APPLICATIONS IS APRIL 1ST FOR THE FOLLOWING ACADEMIC YEAR.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    SCHOLARSHIP APPLICATIONS ARE ONLY ACCEPTED IN THE FOLLOWING MAJORS: MUSIC, ENGINEERING OR LIBERAL ARTS AND ONLY FROM SELECTED UNIVERSITIES (SEE BELOW) TO BE ELIGIBLE FOR SCHOLARSHIP CONSIDERATION, THE STUDENT MUST: MAINTAIN AT LEAST A 3.5 GPA BE WORKING TO HELP PAY FOR THEIR EDUCATION DEMONSTRATE FINANCIAL NEED SCHOLARSHIP APPLICATIONS ARE ACCEPTED FROM THE FOLLOWING UNIVERSITIES: THE UNIVERSITY OF TULSA, OKLAHOMA STATE UNIVERSITY, THE UNIVERSITY OF OKLAHOMA, OKLAHOMA CITY UNIVERSITY, KANSAS STATE UNIVERSITY, THE UNIVERSITY OF KANSAS, THE UNIVERSITY OF ARKANSAS
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    THE PATTI JOHNSON WILSON FOUNDATION
    PO BOX 6327
    TULSA,OK74101
    (918) 744-0553
    bThe form in which applications should be submitted and information and materials they should include:
    TO APPLY FOR A GRANT, THE APPLICANT MUST SUBMIT A BRIEF PROPOSAL OR LETTER CONTAINING BACKGROUND INFORMATION ABOUT THEIR ORGANIZATION, THE SPECIFIC DOLLAR AMOUNT, AND THE PURPOSE OF THEIR REQUEST. IF THE REQUEST IS CHOSEN FOR FURTHER CONSIDERATION, THE APPLICANT FOR THE ORGANIZATION WILL BE ASKED TO SUBMIT A DETAILED PROPOSAL. USING THE FOUNDATION'S GRANT APPLICATION FORMAT, THE PROPOSAL MUST INCLUDE: COPY OF THE ORGANIZATION'S 501(C)(3) STATUS LETTER; DETAILED DESCRIPTION OF THE PURPOSE OR PROGRAM FOR WHICH THE FUNDS ARE BEING REQUESTED; COPY OF THE ORGANIZATION'S CURRENT YEAR PROPOSED BUDGET; COPY OF THE PRIOR YEAR FINANCIALS COMPARED TO BUDGET; COPY OF THE ORGANIZATION'S MOST RECENT AUDITED FINANCIAL STATEMENT; AND A COPY OF THE MOST RECENT 990. APPLICANTS ARE WELCOME TO APPLY BY E-MAIL OR REGULAR MAIL. E-MAIL (IN PDF FORMAT) TO THE FOLLOWING ADDRESS: MHAIRSTON@TRUSTOK.COM MAIL TO: THE TRUST COMPANY OF OKLAHOMA P.O. BOX 3348 TULSA, OKLAHOMA 74101-3348
    cAny submission deadlines:
    THE DEADLINE TO SUBMIT GRANT APPLICATIONS IS OCTOBER 1ST.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    THE ARTS APPLICANTS SHOULD BE TULSA ORGANIZATIONS THAT REFLECT THE FOUNDER'S LOVE OF MUSIC, THE PERFORMING ARTS, AND THE VISUAL ARTS. THE FOUNDATION IS PRIMARILY INTERESTED IN ENCOURAGING THE CLASSICAL ARTS TO GROW AND THRIVE IN TULSA. THE COMMUNITY ORGANIZATION APPLICANTS SHOULD ENHANCE THE COMMUNITY OF TULSA. THE FOUNDATION IS ESPECIALLY INTERESTED IN PROGRAMS THAT FOCUS ON WOMEN'S ECONOMIC INDEPENDENCE AND WELL-BEING. THE FOUNDATION FUNDS ONLY 501(C)(3) ORGANIZATIONS. THE FOUNDATION FOCUSES ITS COMMUNITY FUNDING IN TULSA OKLAHOMA GEOGRAPHIC AREA.
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    AHHA
    101 E ARCHER STREET
    TULSA,OK74103     		  PC UNRESTRICTED USE BY CHARITABLE ENTITY 15,000
    ANIMAL AID OF TULSA
    3307 E 15TH STREET
    TULSA,OK74112     		  PC UNRESTRICTED USE BY CHARITABLE ENTITY 1,000
    HYECHKA CLUB OF TULSA INC
    8705 S 69TH EAST AVE
    TULSA,OK74133     		  PC UNRESTRICTED USE BY CHARITABLE ENTITY 3,000
    METROPOLITAN OPERA LAFFONT COMPETITION MIDWEST REGION
    3612 S BRADEN PLACE
    TULSA,OK74135     		  PC COLLEGE SCHOLARSHIP 2,500
    METROPOLITAN OPERA LAFFONT COMPETITION TULSA DISTRICT
    7506 E 560 ROAD
    CLAREMORE,OK74019     		  PC UNRESTRICTED USE BY CHARITABLE ENTITY 3,000
    PHILBROOK MUSEUM OF ART
    2727 S ROCKFORD ROAD
    TULSA,OK74114     		  PC UNRESTRICTED USE BY CHARITABLE ENTITY 20,000
    THE SCOTT FAMILY AMAZEUM
    1009 MUSEUM WAY
    BENTONVILE,AR72712     		  PC COLLEGE SCHOLARSHIP 10,000
    TULSA BALLET THEATRE INC
    1212 E 45TH PLACE
    TULSA,OK74105     		  PC COLLEGE SCHOLARSHIP 40,000
    TULSA BOTANIC GARDEN
    3900 TULSA BOTANIC DRIVE
    TULSA,OK74127     		  PC UNRESTRICTED USE BY CHARITABLE ENTITY 30,000
    TULSA HONORS ORCHESTRA
    1573 E 19TH ST
    TULSA,OK74120     		  PC UNRESTRICTED USE BY CHARITABLE ENTITY 3,000
    TULSA OPERA INC
    1610 SOUTH BOULDER
    TULSA,OK74119     		  PC COLLEGE SCHOLARSHIP 50,000
    TULSA SYMPHONY ORCHESTRA
    117 N BOSTON AVE STE 201
    TULSA,OK74103     		  NC UNRESTRICTED USE BY CHARITABLE ENTITY 142,500
    TULSA AREA UNITED WAY
    PO BOX 1859
    TULSA,OK74101     		  PC UNRESTRICTED USE BY CHARITABLE ENTITY 1,000
    TULSA YOUTH SYMPHONY
    8282 S MEMORIAL DR STE 201
    TULSA,OK74133     		  PC UNRESTRICTED USE BY CHARITABLE ENTITY 18,000
    YWCA TULSA
    1910 S LEWIS AVE
    TULSA,OK74104     		  PC UNRESTRICTED USE BY CHARITABLE ENTITY 125,000
    KANSAS STATE UNIVERSITY
    919 MID-CAMPUS DR NORTH
    MANHATTAN,KS66506     		  PC UNRESTRICTED USE BY CHARITABLE ENTITY 48,000
    OKLAHOMA CITY UNIVERSITY
    2501 N BLACKWELDER AD 349
    OKLAHOMA CITY,OK73106     		  PC UNRESTRICTED USE BY CHARITABLE ENTITY 104,000
    OKLAHOMA STATE UNIVERSITY
    PO BOX 1749
    STILLWATER,OK74076     		  PC UNRESTRICTED USE BY CHARITABLE ENTITY 72,000
    UNIVERSITY OF ARKANSAS
    UNIVERSITY DEVELOPMENT UNHS 302
    FAYETTEVILLE,AR72701     		  PC COLLEGE SCHOLARSHIP 80,000
    UNIVERSITY OF KANSAS
    1502 IOWA ST
    LAWRENCE,KS66045     		  PC COLLEGE SCHOLARSHIP 28,000
    UNIVERSITY OF OKLAHOMA
    1000 ASP AVE BUCHANAN HALL RM 105
    NORMAN,OK73019     		  PC COLLEGE SCHOLARSHIP 64,000
    UNIVERSITY OF TULSA
    800 SOUTH TUCKER DRIVE - COLLINS
    HALL
    TULSA,OK74104     		  PC COLLEGE SCHOLARSHIP 175,000
    UNIVERSITY OF TULSA - PATTI JOHNSON WILSON PIANIST SCHOLARS
    800 SOUTH TUCKER DRIVE
    TULSA,OK74104     		  PC UNRESTRICTED USE BY CHARITABLE ENTITY 25,000
    Total .................................bullet 3a 1,060,000
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 44,249  
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 303,529  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 0 3,225,040 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    3,225,040
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    PATTI JOHNSON WILSON FOUNDATION
     
    C/O TRUST COMPANY OF OKLAHOMA
    EIN:
    73-6156280
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX RETURN PREPARATION FEES 9,251 9,251 0 0

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2021 DepreciationSchedule
    Name:
    PATTI JOHNSON WILSON FOUNDATION
     
    C/O TRUST COMPANY OF OKLAHOMA
    EIN:
    73-6156280
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    COST DEPLETION OF PJW MINERALS LLC 2007-03-01 2,773,208 990,432 SL 7.000000000000 0 0 0  

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    PATTI JOHNSON WILSON FOUNDATION
     
    C/O TRUST COMPANY OF OKLAHOMA
    EIN:
    73-6156280
    Name of Bond End of Year Book Value End of Year Fair Market Value
    METWEST TOTAL RETURN BOND 826,305 684,925
    PIMCO FDS TOTAL RETURN FUND 796,368 682,944
    THORNBURG LIMITED TERM INCOME FUND 795,990 751,084
    VANGUARD ADM INFLATION PROTECTED 510,182 495,525
    VANGUARD SHORT TERM CORP - ADMIRAL 1,057,489 991,419
    VANGUARD SHORT TERM TREASURY ADMIRAL 279,395 275,221

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    PATTI JOHNSON WILSON FOUNDATION
     
    C/O TRUST COMPANY OF OKLAHOMA
    EIN:
    73-6156280
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ACCENTURE PLC IRELAND CL A 40,239 224,999
    ALPHABET INC CL A 109,646 432,880
    AMERICAN BEACON SMALL CAP 369,931 384,059
    AON PLC 125,994 174,538
    APPLE COMPUTER 57,275 534,548
    APPLIED MATERIALS 157,356 282,210
    BLACKROCK INC 81,915 166,598
    CHUBB 111,436 189,050
    COHEN & STEERS INSTL REALTY SHS 221,854 255,216
    COMCAST CORP 119,994 99,523
    COSTCO 67,999 391,575
    DANAHER CORP 50,219 327,941
    DELAWARE EMERGING MARKETS 299,718 289,233
    DISNEY WALT HOLDING COMPANY 62,214 112,080
    ELECTRONIC ARTS 92,563 101,496
    FIDELITY EMERGING MARKETS INDEX 160,664 149,421
    HONEYWELL INTL 121,320 255,623
    HOME DEPOT 179,329 259,578
    ISHARES 464,592 558,854
    MATERIALS SELECT SECTOR SPDRF 132,219 245,083
    MCCORMICK & CO. 91,010 210,175
    MEDTRONIC PLC 124,191 143,749
    MICROSOFT CORP 162,219 568,697
    NOVARTIS AG 209,895 233,508
    PEPSICO 42,884 126,618
    BOOKING HOLDINGS INC 51,734 93,791
    ROCHE HOLDING LTD SPONS ADR 187,158 169,848
    SPDR CONSUMER STAPLES ETF 159,698 182,775
    SELECT SPDR ETF - UTILITIES 291,417 371,700
    SHERWIN WILLIAMS CO 32,539 52,223
    THERMO FISHER SCIENTIFIC 41,176 381,724
    UNION PACIFIC CORPORATION 150,331 323,968
    VANGUARD EM MK STK 157,178 151,387
    VANGUARD INTL GROWTH ADM 668,362 776,831
    VANGUARD CONSUMER DISCRETIONARY ETF 240,866 797,878
    VANGUARD FINANCIALS ETF 206,835 543,284
    VANGAURD SMALL CAP INDEX 301,269 483,232
    VANGUARD INFO TECHNOLOGY ETF 202,712 1,082,768
    VANGUARD COMMUNICATIONS ETF 145,745 165,686
    VANGUARD S&P 500 ETF 719,299 1,089,450
    VANGUARD HEALTH CARE ETF 209,027 324,184
    VANGUARD DEVELOPED MARKETS IDX ADM 539,855 517,888
    VISA INC 72,525 397,420
    ADVANCED MICRO DEVICES INC 61,059 175,511
    CIGNA CORP 98,805 113,380
    INTERCONTINENTAL EXCHANGE 60,836 50,425
    NORTHERN FUNDS MID-CAP INDEX 60,000 56,684
    S&P GLOBAL INC 68,539 56,349
    SPDR INDUSTRIAL SECTOR ETF 256,312 236,972

    TY 2021 LegalFeesSchedule
    Name:
    PATTI JOHNSON WILSON FOUNDATION
     
    C/O TRUST COMPANY OF OKLAHOMA
    EIN:
    73-6156280
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 125 125 0 0


    TY 2021 OtherAssetsSchedule
    Name:
    PATTI JOHNSON WILSON FOUNDATION
     
    C/O TRUST COMPANY OF OKLAHOMA
    EIN:
    73-6156280
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    INVESTMENT IN PJW MINERALS LLC 2,930,541 2,930,541 12,513,884
    FOUNDATION COMMITTEE MINUTES 1 1 1
    PJW MINERALS LLC ACCUMULATED COST DEPLETION -2,773,208 -2,773,209  


    TY 2021 OtherDecreasesSchedule
    Name:
    PATTI JOHNSON WILSON FOUNDATION
     
    C/O TRUST COMPANY OF OKLAHOMA
    EIN:
    73-6156280
    Description Amount
    PRIOR PERIOD ADJUSTMENT 1,266
    NON-TAX BASIS ADJUSTMENTS 8,170


    TY 2021 OtherExpensesSchedule
    Name:
    PATTI JOHNSON WILSON FOUNDATION
     
    C/O TRUST COMPANY OF OKLAHOMA
    EIN:
    73-6156280
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    POSTAGE AND PRINTING 1,476 0 0 1,476
    PJW MINERALS LLC OIL & GAS FEES 239,278 239,278 239,278 0


    TY 2021 OtherIncomeSchedule2
    Name:
    PATTI JOHNSON WILSON FOUNDATION
     
    C/O TRUST COMPANY OF OKLAHOMA
    EIN:
    73-6156280
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OIL AND GAS ROYALTY REVENUE 2,567,683 2,567,683 2,567,683


    TY 2021 OtherIncreasesSchedule
    Name:
    PATTI JOHNSON WILSON FOUNDATION
     
    C/O TRUST COMPANY OF OKLAHOMA
    EIN:
    73-6156280
    Description Amount
    PERCENTAGE DEPLETION 423,978


    TY 2021 OtherLiabilitiesSchedule
    Name:
    PATTI JOHNSON WILSON FOUNDATION
     
    C/O TRUST COMPANY OF OKLAHOMA
    EIN:
    73-6156280
    Description Beginning of Year - Book Value End of Year - Book Value
    INVESTMENTS - CORPORATE STOCK - SPDR INDUSTRIAL SECTOR ETF 69,748 0


    TY 2021 TaxesSchedule
    Name:
    PATTI JOHNSON WILSON FOUNDATION
     
    C/O TRUST COMPANY OF OKLAHOMA
    EIN:
    73-6156280
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 9,411 9,411 0 0
    ESTIMATED TAXES PAID 17,660 0 0 0