Form990-PF
Click to see attachment
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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 01-01-2021 , and ending 12-31-2021
Name of foundation
LILLIAN S BAKER CHARITABLE TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 700458
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
TULSA, OK741700458
A Employer identification number

14-1942315
B Telephone number (see instructions)

(918) 625-9860
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$1,301,659J 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 53 53  
4 Dividends and interest from securities... 12,277 12,277  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 63,877
b Gross sales price for all assets on line 6a 105,542
7 Capital gain net income (from Part IV, line 2)... 63,877
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 59,907 59,907  
12 Total. Add lines 1 through 11........ 136,114 136,114  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 30,000 30,000   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 8,436 8,436   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 54 54   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 316 35   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 38,806 38,525   0
25 Contributions, gifts, grants paid....... 169,500 169,500
26 Total expenses and disbursements. Add lines 24 and 25 208,306 38,525   169,500
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -72,192
b Net investment income (if negative, enter -0-) 97,589
c Adjusted net income (if negative, enter -0-)...  
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............. 180,756 151,035 151,035
2 Savings and temporary cash investments......... 106,052 20,312 20,312
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.......... 3,255 2,124 2,124
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 335,547 Click to see attachment381,016 892,188
c Investments—corporate bonds (attach schedule).......      
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 attachment3 Click to see attachment1 Click to see attachment236,000
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 625,613 554,488 1,301,659
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)    
23 Total liabilities (add lines 17 through 22)......... 0 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........ 625,613 626,680
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 -72,192
29 Total net assets or fund balances (see instructions)..... 625,613 554,488
30 Total liabilities and net assets/fund balances (see instructions). 625,613 554,488
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
625,613
2
Enter amount from Part I, line 27a .....................
2
-72,192
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
1,067
4
Add lines 1, 2, and 3 ..........................
4
554,488
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
554,488
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 ALPHABET INC., 1 SHARE   2017-12-04 2021-02-17
b APPLCE INC., 14 SHARES   2017-12-04 2021-02-17
c BERKSHIRE HATHAWAY INC., 5 SHARES   2017-12-04 2021-09-16
d BLACKROCK INC., 2 SHARES   2017-12-04 2021-03-30
e BRISTOL MYERS SQUIBB CO., 17 SHARES   2017-07-25 2021-09-22
BRISTOL MYERS SQUIBB CO., 22 SHARES   2017-08-04 2021-09-22
BRISTOL MYERS SQUIBB CO., 5 SHARES   2017-12-04 2021-09-22
CARMAX INC., 13 SHARES   2017-12-04 2021-09-22
CITRIX SYSTEMS INC., 36 SHARES   2020-03-10 2021-11-08
CITRIX SYSTEMS INC., 1 SHARE   2020-04-07 2021-11-08
DOLLAR TREE, 37 SHARES   2017-12-04 2021-03-30
FOX CORP., 111 SHARES   2019-05-21 2021-02-17
NORFOLK SOUTHERN CORP., 2 SHARES   2017-12-04 2021-09-16
SCHWAB CHARLES CORP., 26 SHARES   2019-01-29 2021-09-22
TEXAS INSTRUMENTS, 3 SHARES   2020-05-05 2021-09-16
BROADCOM, 19 SHARES   2013-10-03 2021-10-12
CITRIX SYSTEMS, 4 SHARES   2013-10-03 2021-08-04
CITRIX SYSTEMS, 16 SHARES   2013-10-03 2021-12-17
DISCOVERY INC., 36 SHARES   2015-05-12 2021-03-22
FREEPORT-MCMORAN INC, 45 SHARES   2013-10-03 2021-02-10
FREEPORT-MCMORAN INC, 27 SHARES   2015-02-11 2021-02-10
FREEPORT-MCMORAN INC, 1 SHARE   2015-02-12 2021-02-10
FREEPORT-MCMORAN INC, 25 SHARES   2015-02-12 2021-02-10
FREEPORT-MCMORAN INC, 124 SHARES   2015-09-22 2021-02-10
FREEPORT-MCMORAN INC, 20 SHARES   2016-09-12 2021-02-10
L3 HARRIS TECHNOLOGIES, 11 SHARES   2013-10-03 2021-10-27
L3 HARRIS TECHNOLOGIES, 13 SHARES   2013-10-03 2021-10-28
LIONS GATE ENTERTAINMENT, 7 SHARES   2016-12-09 2021-10-27
LIONS GATE ENTERTAINMENT, 3 SHARES   2016-12-09 2021-10-28
LIONS GATE ENTERTAINMENT, 1 SHARE   2016-12-09 2021-10-29
MANDIANT INC, 12 SHARES   2019-05-29 2021-11-23
MANDIANT INC, 30 SHARES   2019-05-29 2021-12-02
MANDIANT INC, 5 SHARES   2019-08-14 2021-12-02
MANDIANT INC, 33 SHARES   2019-08-14 2021-12-08
MANDIANT INC, 7 SHARES   2019-08-14 2021-12-15
MANDIANT INC, 21 SHARES   2019-08-15 2021-12-15
MANDIANT INC, 9 SHARES   2019-08-16 2021-12-15
MANDIANT INC, 32 SHARES   2019-08-20 2021-12-15
NOV INC, 25 SHARES   2013-10-03 2021-06-23
NOW INC, 1 SHARE   2013-10-03 2021-10-21
NOW INC, 3 SHARES   2013-10-03 2021-10-22
NOW INC, 2 SHARES   2013-10-03 2021-10-25
NUANCE COMMUNICATIONS, 16 SHARES   2014-03-14 2021-05-28
NUANCE COMMUNICATIONS, 39 SHARES   2014-03-20 2021-05-28
NUANCE COMMUNICATIONS, 15 SHARES   2014-03-20 2021-06-14
NUANCE COMMUNICATIONS, 6 SHARES   2014-10-01 2021-06-14
NUANCE COMMUNICATIONS, 3 SHARES   2014-10-02 2021-06-14
NUANCE COMMUNICATIONS, 44 SHARES   2018-05-10 2021-10-06
NUCOR CORP, 39 SHARES   2013-10-03 2021-08-05
NUCOR CORP, 13 SHARES   2013-10-03 2021-08-11
NUCOR CORP, 10 SHARES   2013-10-03 2021-08-25
QURATE RETAIL INC, 83 SHARES   2013-10-03 2021-11-07
UNITEDHEALTH GROUP, 14 SHARES   2013-10-03 2021-10-14
WOLFSPEED INC, 5 SHARES   2013-10-03 2021-11-15
BERECO P   2021-11-04
(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 2,122   997 1,125
b 1,823   596 1,227
c 1,389   985 404
d 1,506   1,027 479
e 1,024   952 72
1,325   1,229 96
301   313 -12
1,803   921 882
3,280   4,088 -808
91   148 -57
4,279   3,938 341
3,536   4,190 -654
500   280 220
1,830   1,240 590
586   337 249
9,248   1,086 8,162
405   218 187
1,343   873 470
2,733   1,152 1,581
1,426   1,483 -57
856   495 361
32   19 13
792   483 309
3,929   1,285 2,644
634   213 421
2,530   785 1,745
2,906   928 1,978
81   183 -102
35   78 -43
11   26 -15
200   176 24
497   441 56
83   66 17
553   433 120
118   92 26
353   278 75
151   119 32
538   432 106
388   1,774 -1,386
8   31 -23
23   93 -70
15   62 -47
843   213 630
2,056   556 1,500
821   214 607
328   79 249
164   40 124
2,423   494 1,929
4,007   1,889 2,118
1,585   630 955
1,209   484 725
724   1,139 -415
5,908   1,016 4,892
691   366 325
29,500     29,500
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       1,125
b       1,227
c       404
d       479
e       72
      96
      -12
      882
      -808
      -57
      341
      -654
      220
      590
      249
      8,162
      187
      470
      1,581
      -57
      361
      13
      309
      2,644
      421
      1,745
      1,978
      -102
      -43
      -15
      24
      56
      17
      120
      26
      75
      32
      106
      -1,386
      -23
      -70
      -47
      630
      1,500
      607
      249
      124
      1,929
      2,118
      955
      725
      -415
      4,892
      325
      29,500
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 63,877
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  
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 1,356
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 1,356
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 2,124
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 2,124
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 768
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet768 RefundedBullet 11 0
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
     
    No
    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
     
    No
    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 ofbulletKEVIN SHORT Telephone no.bullet (918) 625-9860

    Located atbulletPO BOX 700458TULSAOK ZIP+4bullet741700458
    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)
     
    No
    (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
     
     
    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
     
    No
    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
     
     
    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
    JACK E SHORT FORMER TRUSTEE
    8.00     		30,000 0 0
    PO BOX 700458
    TULSA,OK741700458
    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  
    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  
    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
    825,540
    b
    Average of monthly cash balances.......................
    1b
    287,790
    c
    Fair market value of all other assets (see instructions)................
    1c
    236,000
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,349,330
    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
    1,349,330
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    20,240
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    1,329,090
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    66,455
    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
    66,455
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    1,356
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,356
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    65,099
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    65,099
    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
    65,099
    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 65,099
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 4,518
    b From 2017...... 122,523
    c From 2018...... 152,891
    d From 2019......  
    e From 2020...... 30,084
    f Total of lines 3a through e ........ 310,016
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 169,500
    a Applied to 2020, but not more than line 2a 0
    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..... 65,099
    e Remaining amount distributed out of corpus 104,401
    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 5 414,417
    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 ..........     		0
    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) ...     		4,518
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		409,899
    10 Analysis of line 9:
    a Excess from 2017.... 122,523
    b Excess from 2018.... 152,891
    c Excess from 2019....  
    d Excess from 2020.... 30,084
    e Excess from 2021.... 104,401
    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 email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    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
    JENKS PUBLIC SCHOOLS FOUNDATION
    2ND A STREET
    JENKS,OK74037     		NO RELATIONSHIP PC TO PROVIDE EDUCATIONAL FUNDING FOR CERTAIN SCHOOL ACTIVITIES 5,000
    EASTERN OKLAHOMA FOOD BANK
    1304 N KENOSHA AVE
    TULSA,OK74106     		NO RELATIONSHIP PC TO PROVIDE FUNDS TO PURCHASE FOOD FOR THE POOR AND INDIGENT 5,000
    THE LITTLE LIGHTHOUSE
    5120 E 36TH ST
    TULSA,OK74135     		NO RELATIONSHIP PC TO CARRY OUT ITS CHARITABLE MISSION 2,500
    ST JUDES CHILDREN RESEARCH HOSPITAL
    262 DANNY THOMAS PLACE
    MEMPHIS,TN38105     		NO RELATIONSHIP PC TO TREAT CHILDREN SUFFERING FROM CANCER 2,500
    JENKS FOOD BANK
    324 W AQUARIUM PL
    JENKS,OK74037     		NO RELATIONSHIP PC FEED THE POOR AND INDIGENT PEOPLE 20,000
    AMERICAN DIABETES ASSOCIATION
    PO BOX 7023
    MERRIFIELD,VA221167023     		NO RELATIONSHIP PC TO CARRY OUT ITS CHARITABLE MISSION 2,500
    AMERICAN RED CROSS
    10151 E 11TH ST
    TULSA,OK74128     		NO RELATIONSHIP PC TO CARRY OUT ITS CHARITABLE MISSION 2,500
    MARINE TOYS FOR TOTS
    18251 QUANTICO GATEWAY DR
    TRIANGLE,VA22172     		NO RELATIONSHIP PC TO CARRY OUT ITS CHARITABLE MISSION 2,500
    RSUOMA GOLD
    1701 W WILL ROGERS BLVD
    CLAREMORE,OK74017     		NO RELATIONSHIP PC TO CARRY OUT ITS LEADERSHIP PROGRAM FOR RSU STUDENTS IN THE OKLAHOMA NATIONAL GUARD 5,000
    ALZHEIMERS DISEASE RESEARCH
    225 N MICHIGAN AVE FLOOR 17
    CHICAGO,IL60601     		NO RELATIONSHIP PC TO CARRY OUT ITS CHARITABLE MISSION 2,500
    SALVATION ARMY
    1616 SOUTH MAIN
    TULSA,OK74103     		NO RELATIONSHIP PC TO CARRY OUT ITS CHARITABLE MISSION 12,500
    FIRST CHURCH OF CHRIST
    250 MASSACHUSETTS AVE
    BOSTON,MA02115     		NO RELATIONSHIP PC TO CARRY OUT ITS CHARITABLE MISSION 107,000
    Total .................................bullet 3a 169,500
    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 53  
    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 63,877  
    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) .. 0 136,114 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    136,114
    (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 GeneralExplanationAttachment
    Name:
    LILLIAN S BAKER CHARITABLE TRUST
    EIN:
    14-1942315
    Identifier Return Reference Explanation
      REASONABLE CAUSE TAXPAYER REQUESTS ANY LATE FILING PENALTIES BE WAIVED DUE TO REASONABLE CAUSE.THE ORIGINAL 2021 FORM 990-PF WAS PREPARED BY THE TRUSTEE AND TIMELY SIGNED ON THE EXTENDED DUE DATE OF NOVEMBER 15, 2022. THE ELECTRONICALLY FILED RETURN WAS REJECTED. THEREFORE, THE TRUSTEE TIMELY MAILED THE COMPLETE RETURN TO THE IRS WITH A LETTER OF EXPLANATION THAT HE WAS UNABLE TO FILE ELECTRONICALLY. AFTER THE ORIGINAL FILING OF THE 2021 FORM 990-PF, THE TRUSTEE RETIRED AND SUCCESSOR TRUSTEE, KEVIN SHORT, WAS APPOINTED.THE IRS SENT THE 2021 FORM 990-PF BACK TO THE TRUSTEE WITH IRS LTR2697C #0422866042 DATED JANUARY 30, 2023, STATING THE RETURN WAS REQUIRED TO BE FILED ELECTRONICALLY.SUCCESSOR TRUSTEE HIRED A CPA FIRM TO PREPARE AND ELECTRONICALLY FILE THE 2021 FORM 990-PF. DUE TO THE DECLINING HEALTH OF THE FORMER TRUSTEE, THE SUCCESSOR TRUSTEE NEEDED TIME TO OBTAIN THE COMPLETE AND PROPER FILES. DUE TO TAX SEASON AND A MERGER BY THE NEW CPA FIRM, TIME WAS REQUIRED TO REVIEW AND ACCUMULATE THE REQUIRED DOCUMENTS AND TO PREPARE A COMPLETE AND ACCURATE RETURN IN A SOFTWARE SYSTEM THAT WOULD ALLOW FOR ELECTRONIC FILLING. 2021 FORM 990-PF WAS COMPLETED AND ELECTRONICALLY FILED IN JUNE, 2023. WE RESPECTFULLY REQUEST ANY PENALTIES REGARDING LATE FILING BE ABATED.

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    LILLIAN S BAKER CHARITABLE TRUST
    EIN:
    14-1942315
    Name of Stock End of Year Book Value End of Year Fair Market Value
    CHEMOURS CO 472 1,342
    OGE ENERGY CORP 10,503 30,704
    PJT PARTNERS INC 37 741
    ISHARES S&P 500 VALUE ETF 10,359 28,193
    ISHARES S&P 500 GROWTH ETF 10,716 66,518
    ISHARES S&P MID-CAP 400 VALUE 22,541 86,330
    ISHARES S&P MIDCAP 400 GROWTH 14,947 83,896
    ISHARES S%P SMALL-CAP 600 VALUE 11,525 43,677
    ISHARES S&P SMALLCAP 600 GROWTH 7,473 42,750
    ISHARES SELECT DIVID ETF 21,152 44,991
    SPDR S&P 500 ETF TR 21,023 23,748
    AIR PROD & CHEMICAL 4,681 6,085
    ALPHABET INC. 5,086 14,468
    ALTRIA GROUP INC. 7,692 7,298
    APPLE INC. 3,403 14,206
    BERKSHIRE HATHAWAY INC. 9,063 13,754
    BLACKROCK INC. 3,596 6,409
    CARMAX INC. 3,400 6,251
    CHURCH & DWIGHT CO. INC. 5,706 6,663
    CISCO SYSTEMS 3,315 5,577
    FEDEX CORP. 6,122 7,242
    FISERV INC. 5,958 5,709
    HOME DEPOT INC. 3,981 9,545
    JOHNSON & JOHNSON 4,735 5,474
    LOWES COMPANIES INC. 1,674 4,911
    MARTIN MARIETTA MATERIALS INC. 4,123 8,810
    META PLATFORMS INC. CL A 8,491 9,754
    NESTLE 4,275 7,159
    NEWMARKET CORP. 4,820 4,113
    NORFOLK STHN CORP. 3,646 7,740
    O'REILLY AUTOMOTIVE 3,261 9,181
    OLD DOMINION FREIGHT LINES INC. 3,696 5,734
    PFIZER 3,980 5,610
    PROGRESSIVE CORP. OHIO 2,833 5,338
    SCHWAB CHARLES 4,657 9,335
    STORE CAP CORP REIT 2,978 5,332
    TEXAS INSTRUMENTS 4,500 7,350
    VERIZON COMMUNICATIONS 4,645 4,572
    VISA INC. CL A 3,759 7,585
    ABBVIE INC COM 3,790 6,093
    AMC NETWORKS INC. CL A 1,010 517
    AUTODESK INC. 2,273 15,184
    BIOGEN INC. 4,716 4,798
    BROADCOM INC. 1,600 18,631
    CERENCE INC. 237 1,150
    CHARLES RIVER LABORATORIES 3,582 3,391
    CITRIX SYSTEMS 3,219 3,027
    COMCAST CORP. 7,027 16,307
    CROWDSTRIKE HLDGS INC. CL A 5,169 4,709
    DISCOVERY INC. CL A 2,625 2,895
    DOCUSIGN INC. 8,074 5,940
    DOLBY LABORATORIES INC. 2,997 8,189
    ETSY INC. 3,022 2,846
    FREEPORT-MCMORAN INC. 1,140 4,465
    GUARDANT HEALTH INC 892 1,100
    HUBSPOT INC. 5,329 5,273
    IMMUNOGEN INC. 1,108 497
    INSULET CORP. 1,319 1,330
    IONIS PHARMACEUTICALS INC. 2,658 2,587
    JOHNSON CTLS INTL PLC 3,350 7,481
    LIBERTY MEDIA CORP - LIBERTY FORMULA ONE SER A 44 119
    LIBERTY MEDIA CORP - LIBERTY FORMULA ONE SER C 107 316
    LIBERTY SIRIUSXM GROUP SER A 297 509
    LIBERTY SIRIUS GROUP SER C 575 1,017
    LIBERTY BROADBAND CORP SER A 100 322
    LIBERTY BROADBAND CORP SER C 361 1,289
    LYFT INC. CL A 3,424 2,649
    L3 HARRIS TECHNOLOGIES 2,212 6,610
    MATCH GROUP INC. 5,612 5,026
    MEDTRONIC PLC 2,346 3,207
    PENTAIR PLC 1,002 1,680
    SEAGATE TECHNOLOGY PLC SHS 5,837 14,574
    TE CONNECTIVITY LTD CHF 4,222 13,069
    TWITTER INC. 6,822 11,669
    UNITEDHEALTH GROUP INC. 2,904 20,086
    VERTEX PHARMACEUTICAL INC. 11,248 16,250
    WOLFSPEED INC. 3,983 6,930
    WSTN DIGITAL CORP. 3,519 3,978
    10X GENOMICS INC. CL A 2,440 2,383

    TY 2021 OtherAssetsSchedule
    Name:
    LILLIAN S BAKER CHARITABLE TRUST
    EIN:
    14-1942315
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    ROUNDING 3 1  
    O&G FMV     236,000


    TY 2021 OtherExpensesSchedule
    Name:
    LILLIAN S BAKER CHARITABLE TRUST
    EIN:
    14-1942315
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    POSTAGE 130 0   0
    TELEPHONE 151 0   0
    ADJUSTMENT TO BOOK VALUE OF SECURITY 35 35   0


    TY 2021 OtherIncomeSchedule2
    Name:
    LILLIAN S BAKER CHARITABLE TRUST
    EIN:
    14-1942315
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OIL & GAS ROYALTIES - ASCENT 104 104 104
    OIL & GAS ROYALTIES - ATT 38 38 38
    OIL & GAS ROYALTIES - BEREN 11 11 11
    OIL & GAS ROYALTIES - CENTRAL CRUDE 31,788 31,788 31,788
    OIL & GAS ROYALTIES - CHS MCPHERSON 2,106 2,106 2,106
    OIL & GAS ROYALTIES - ENERCON 18 18 18
    OIL & GAS ROYALTIES - FX ENERGY 950 950 950
    OIL & GAS ROYALTIES - KAISER FRANCIS 184 184 184
    OIL & GAS ROYALTIES - KINGFISHER 56 56 56
    OIL & GAS ROYALTIES - KK 61 61 61
    OIL & GAS ROYALTIES - MACH 752 752 752
    OIL & GAS ROYALTIES - PEGUS 26 26 26
    OIL & GAS ROYALTIES - PHILLIPS 65 65 65
    OIL & GAS ROYALTIES - PLAINS 55 55 55
    OIL & GAS ROYALTIES - PRAIRIE GAS 253 253 253
    OIL & GAS ROYALTIES - SCISSOR TAIL 21 21 21
    OIL & GAS ROYALTIES - STAGHORN 124 124 124
    OIL & GAS ROYALTIES - STAN 113 113 113
    OIL & GAS ROYALTIES - STRAT LAND 325 325 325
    OIL & GAS ROYALTIES - WBA 22,857 22,857 22,857


    TY 2021 OtherIncreasesSchedule
    Name:
    LILLIAN S BAKER CHARITABLE TRUST
    EIN:
    14-1942315
    Description Amount
    PRIOR YEAR ADJUSTMENT 1,067


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    LILLIAN S BAKER CHARITABLE TRUST
    EIN:
    14-1942315
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADVISORY FEES 8,436 8,436   0


    TY 2021 TaxesSchedule
    Name:
    LILLIAN S BAKER CHARITABLE TRUST
    EIN:
    14-1942315
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 54 54   0