Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
For calendar year 2022, or tax year beginning 01-01-2022 , and ending 12-31-2022
Name of foundation
THE OXLEY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)1437 S BOULDER SUITE 770
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
TULSA, OK74119
A Employer identification number

73-6224031
B Telephone number (see instructions)

(918) 584-1978
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$8,705,597J 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 right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 441,597 441,597  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 4,465,806
b Gross sales price for all assets on line 6a 14,900,689
7 Capital gain net income (from Part IV, line 2)... 4,465,806
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
List of Attached Documents:
// Content
112,724 112,346  
12 Total. Add lines 1 through 11........ 5,020,127 5,019,749  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 7,585   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 26,310 26,310   0
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
15,806 7,903   7,903
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
105,051 105,051   0
17 Interest............... 3 3   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
34,562 12,206   0
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
5,301 5,301  
20 Occupancy.............. 14,624 14,624   0
21 Travel, conferences, and meetings....... 5,596 5,596   0
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
378,974 195,315   183,659
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 586,227 379,894   191,562
25 Contributions, gifts, grants paid....... 13,690,757 13,690,757
26 Total expenses and disbursements. Add lines 24 and 25 14,276,984 379,894   13,882,319
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -9,256,857
b Net investment income (if negative, enter -0-) 4,639,855
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2022)
Form 990-PF (2022)
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.............      
2 Savings and temporary cash investments......... 1,106,000 7,527,011 7,527,011
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 33,884 70,102 70,102
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 8,688,010 Click to see attachment
List of Attached Documents:
// Content
855,715 		794,817
c Investments—corporate bonds (attach schedule)....... 2,171,116 0 0
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 4,546,292 Click to see attachment
List of Attached Documents:
// Content
1,134,574 		292,904
14 Land, buildings, and equipment: basis right arrow37,109
Less: accumulated depreciation (attach schedule) right arrow16,346 26,065 Click to see attachment
List of Attached Documents:
// Content
20,763 		20,763
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 16,571,367 9,608,165 8,705,597
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 100 100
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 16,571,267 9,608,065
29 Total net assets or fund balances (see instructions)..... 16,571,367 9,608,165
30 Total liabilities and net assets/fund balances (see instructions). 16,571,367 9,608,165
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
16,571,367
2
Enter amount from Part I, line 27a .....................
2
-9,256,857
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
2,293,725
4
Add lines 1, 2, and 3 ..........................
4
9,608,235
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
70
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
9,608,165
Form 990-PF (2022)
Form 990-PF (2022)
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 SEE ATTACHED P    
b SALE OF OIL & GAS LOT P    
c
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 13,955,809   10,434,883 3,520,926
b 944,880     944,880
c
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       3,520,926
b       944,880
c
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 4,465,806
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 (2022)
Form 990-PF (2022)
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 right arrow 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) 1 64,494
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 64,494
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 64,494
6 Credits/Payments:
a 2022 estimated tax payments and 2021 overpayment credited to 2022 6a 70,228
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 70,228
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2221 is attached. Click to see attachment
List of Attached Documents:
// Content
8 123
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 5,611
11 Enter the amount of line 10 to be: Credited to 2023 estimated taxright arrow5,611 Refundedright arrow 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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowOK
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 2022 or the taxable year beginning in 2022? 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 (2022)
Form 990-PF (2022)
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 addressright arrowN/A
14
The books are in care ofright arrowBETH WALLACE Telephone no.right arrow (918) 584-1978

Located atright arrow1437 S BOULDER STE 770TULSAOK ZIP+4right arrow74119
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2022, 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? .................
16Yes  
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrowCJ, BD
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)
Yes
 
(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
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2022? .............
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 2022, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2022?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2022 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 2022.) .....................
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 2022? ..
4b
 
No
Form 990-PF (2022)
Form 990-PF (2022)
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
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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
JOHN C OXLEY TRUSTEE
0.00 		0 0 0
1437 S BOULDER SUITE 770
TULSA,OK74119
MARY JANE TRITSCH TRUSTEE
0.00 		0 0 0
1437 S BOULDER SUITE 770
TULSA,OK74119
RUSSELL H HARBAUGH JR TRUSTEE
32.80 		7,585 0 0
1437 S BOULDER SUITE 770
TULSA,OK74119
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...................right arrow 0
Form 990-PF (2022)
Form 990-PF (2022)
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
GREENHILL PROPERTIES LLC ADMINISTRATIVE OVERHEAD 394,052
1437 S BOULDER STE 770
TULSA,OK74119
Total number of others receiving over $50,000 for professional services.............right arrow0
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 N/A 0
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2022)
Form 990-PF (2022)
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
17,383,082
b
Average of monthly cash balances.......................
1b
3,595,980
c
Fair market value of all other assets (see instructions)................
1c
84,375
d
Total (add lines 1a, b, and c).........................
1d
21,063,437
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
21,063,437
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
315,952
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
20,747,485
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,037,374
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
1,037,374
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
64,494
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
64,494
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
972,880
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
972,880
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
972,880
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
13,882,319
b
Program-related investments—total from Part VIII-B..................
1b
0
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
13,882,319
Form 990-PF (2022)
Form 990-PF (2022)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2021 		(c)
2021 		(d)
2022
1 Distributable amount for 2022 from Part X, line 7 972,880
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2021 only....... 0
b Total for prior years:20, 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2017...... 13,781,443
b From 2018...... 1,170,880
c From 2019...... 2,340,530
d From 2020...... 1,589,807
e From 2021......  
f Total of lines 3a through e ........ 18,882,660
4Qualifying distributions for 2022 from Part
XI, line 4: right arrow$ 13,882,319
a Applied to 2021, 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 2022 distributable amount..... 972,880
e Remaining amount distributed out of corpus 12,909,439
5 Excess distributions carryover applied to 2022. 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 31,792,099
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 2021. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2022. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2023 .......... 		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 2017 not
applied on line 5 or line 7 (see instructions) ... 		13,781,443
9 Excess distributions carryover to 2023.
Subtract lines 7 and 8 from line 6a ...... 		18,010,656
10 Analysis of line 9:
a Excess from 2018.... 1,170,880
b Excess from 2019.... 2,340,530
c Excess from 2020.... 1,589,807
d Excess from 2021....  
e Excess from 2022.... 12,909,439
Form 990-PF (2022)
Form 990-PF (2022)
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 2022, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2022 (b) 2021 (c) 2020 (d) 2019
         
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 right arrow
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 (2022)
Form 990-PF (2022)
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

ALZHEIMER'S ASSOCIATION - OKLAHOMA CHAPTER

1438 S BOULDER
TULSA,OK74120 		NONE PC 2021 MEMORY GALA 5,000

ALZHEIMER'S ASSOCIATION - OKLAHOMA CHAPTER

1438 S BOULDER
TULSA,OK74120 		NONE PC 2022 MEMORY GALA 5,000

ARTS ALLIANCE TULSA

1491 S BOULDER
TULSA,OK74173 		NONE PC WINE, WOMEN & SHOES 2,500

ASSISTANCE LEAGUE OF TULSA

1492 S BOULDER
TULSA,OK74174 		NONE PC UNIFORMS & CLOTHING 5,000

BIT BY BIT

1459 S BOULDER
TULSA,OK74141 		NONE PC URBAN COWBOY FUND 5,000

BRAIN AND BEHAVIOR RESEARCH FOUNDATION

1503 S BOULDER
TULSA,OK74185 		NONE PC INVESTIGATOR GRANT 50,000

BRUSH CREEK YOUTH RANCH TEEN CHALLENGE

1440 S BOULDER
TULSA,OK74122 		NONE PC ART OF LIVING WELL 5,000

CHILD ABUSE NETWORK

2829 S SHERIDAN RD
TULSA,OK74129 		NONE PC 2022 SUPPORT CHILD 5,000

CLAREHOUSE

1462 S BOULDER
TULSA,OK74144 		NONE PC 2022 MOONSTRUCK 5,000

COFFEE BUNKER

6365 E 41ST ST
TULSA,OK74135 		NONE PC BUNKER BITES 5,000

CRIME PREVENTION NETWORK

1502 S BOULDER
TULSA,OK74184 		NONE PC SPECIAL PROJECTS 2,500

CUMBERLAND COLLEGE

1482 S BOULDER
TULSA,OK74164 		NONE PC 2022 SCHOLARSHIPS 10,000

DOMESTIC VIOLENCE INTERVENTION SERVICES INC

1460 S BOULDER
TULSA,OK74142 		NONE PC MONARCH BALL 2022 5,000

EXPONENT PHILANTHROPY

1475 S BOULDER
TULSA,OK74157 		NONE PC 2022 PROGRAM SUPPORT 1,500

FAMILY & CHILDREN'S SERVICE INC

1443 S BOULDER
TULSA,OK74125 		NONE PC THE WHITE PARTY 3,000

FANNIN COUNTY CHILDREN'S CENTER

112 W 5TH ST
BONHAM,TX75418 		NONE PC NEW BUILDING 5,000

FRONTIER MEDIA GROUP

2121 E 26TH PL
TULSA,OK74114 		NONE PC JOURNALISM PROGRAM 2,500

GIRL SCOUTS OF EASTERN OK INC

1444 S BOULDER
TULSA,OK74126 		NONE PC GO GIRL GALA 3,800

GOOD SAMARITAN HEALTH SERVICES

1468 S BOULDER
TULSA,OK74150 		NONE PC HEALTH CARE MINISTRY 10,000

HAPPY HANDS EDUCATION CENTER INC

1494 S BOULDER
TULSA,OK74176 		NONE PC 2022 SPECIAL PROJECTS 5,000

HARVEST HOUSE OUTREACH INC

1464 S BOULDER
TULSA,OK74146 		NONE PC 2022 FOOD PROGRAM 5,000

HOSPICE OF GREEN COUNTRY INC

1445 S BOULDER
TULSA,OK74127 		NONE PC 2022 OYSTERS AND ALE 5,000

IRON GATE TRUST

1465 S BOULDER
TULSA,OK74147 		NONE PC 2022 FOOD PROGRAM 10,000

LIFE SENIOR SERVICES INC

1455 S BOULDER
TULSA,OK74137 		NONE PC CELEBRATE LIFE 5,000

LIFE SENIOR SERVICES INC

1472 S BOULDER
TULSA,OK74154 		NONE PC CAPITAL CAMPAIGN 300,000

LILYFIELD CHRISTIAN ADOPTION & FOSTER CARE

1498 S BOULDER
TULSA,OK74180 		NONE PC 2022 PROGRAM SUPPORT 2,500

MARY K OXLEY NATURE CENTER ASSOC INC

1499 S BOULDER
TULSA,OK74181 		NONE PC ARCHITECTURE FEES 5,000

MAYO CLINIC

1500 S BOULDER
TULSA,OK74182 		NONE PC BRAIN P.E.T. SCANNER 25,000

MENTAL HEALTH ASSOCIATION OF OKLAHOMA

1447 S BOULDER
TULSA,OK74129 		NONE PC SUPPORT TEEN SUICIDE 5,000

MENTAL HEALTH ASSOCIATION OF OKLAHOMA

1474 S BOULDER
TULSA,OK74156 		NONE PC 2022 CARNIVAL 5,000

NATIONAL MUSEUM OF POLO AND HALL OF FAME

9011 LAKE WORTH RD
LAKE WORTH BEACH,FL33467 		NONE PC CAPITAL CAMPAIGN 100,000

NEW VIEW OKLAHOMA

5350 E 31ST ST 302
TULSA,OK74135 		NONE PC BLACKOUT BANQUET 2,251

NOVA UKRAINE

963 MEARS CT
STANFORD,CA94305 		NONE PC SUPPORT UKRAINIAN 50,000

OKLAHOMA AQUARIUM FOUNDATION

1448 S BOULDER
TULSA,OK74130 		NONE PC SEA TURTLE EXHIBIT 15,000

OKLAHOMA CENTER FOR NONPROFITS

1449 S BOULDER
TULSA,OK74131 		NONE PC 2022 ONE AWARDS 5,000

OKLAHOMA FOUNDATION FOR EXCELLENCE

1506 S BOULDER
TULSA,OK74188 		NONE PC 2023 SCHOLARSHIP 2,500

PAUSE4PAWS

2032 UTICA SQUARE 52768
TULSA,OK74152 		NONE PC 2022 PROGRAM SUPPORT 1,500

RESONANCE - CENTER FOR WOMEN INC

1608 S ELWOOD AVE
TULSA,OK74119 		NONE PC 2022 STACKED DECK 2,500

RONALD MCDONALD HOUSE CHARITIES OF TULSA INC

6102 S HUDSON AVE
TULSA,OK74136 		NONE PC BASH PROGRAM 2,500

SAINT SIMEON'S EPISCOPAL HOME FOUNDATION

3701 MLK JR BLVD
TULSA,OK74106 		NONE PC 2022 WESTERN DAYS 5,000

SAN MIGUEL SCHOOL OF TULSA

2444 E ADMIRAL BLVD
TULSA,OK74110 		NONE PC DANCING WITH STARS 5,000

THE DEMAND PROJECT INC

5065 S 79TH E AVE
TULSA,OK74145 		NONE PC 2022 PROGRAM SUPPORT 1,000

THE NATURE CONSERVANCY OKLAHOMA CHAPTER

1476 S BOULDER
TULSA,OK74158 		NONE PC CONSERVATION 2022 2,500

THE PHILBROOK MUSEUM OF ART

1450 S BOULDER
TULSA,OK74132 		NONE PC WINE EXPERIENCE 7,500

THE SALVATION ARMY

1470 S BOULDER
TULSA,OK74152 		NONE PC 2022 CHRISTMAS LUNCH 2,500

THE SALVATION ARMY

1509 S BOULDER
TULSA,OK74191 		NONE PC HOMELESS PREVENTION 10,000

THE SALVATION ARMY

1451 S BOULDER
TULSA,OK74133 		NONE PC 2022 BOOTH DINNER 4,400

THE UNIVERSITY OF TULSA

1478 S BOULDER
TULSA,OK74160 		NONE PC 2022 SCHOLARSHIP 100,000

TULSA AREA UNITED WAY

1480 S BOULDER
TULSA,OK74162 		NONE PC 2022 ANNUAL FUND 10,000

TULSA BALLET THEATRE INC

1483 S BOULDER
TULSA,OK74165 		NONE PC 2022 ICONS & IDOLS 6,000

TULSA BOTANICAL GARDENS

1505 S BOULDER
TULSA,OK74187 		NONE PC GARDEN OF LIGHTS 2,500

TULSA BOYS' HOME

1454 S BOULDER
TULSA,OK74136 		NONE PC 2022 RUN FOR ROSES 5,000

TULSA COMMUNITY COLLEGE FOUNDATION

1484 S BOULDER
TULSA,OK74166 		NONE PC TULSA SYMPHONY 3,000

TULSA COMMUNITY FOUNDATION- DONOR ADVISED FUND

1471 S BOULDER
TULSA,OK74153 		NONE PC DONOR ADVISED FUND 10,103,146

TULSA CRIME STOPPERS

4107 S YALE AVE SUITE 142
TULSA,OK74135 		NONE PC BADGES & BBQ FUNDS 2,500

TULSA GARDEN CENTER INC

2435 S PEORIA AVE
TULSA,OK74114 		NONE PC TREE RESTORATION 50,000

TULSA HABITAT FOR HUMANITY

1485 S BOULDER
TULSA,OK74167 		NONE PC ROCK THE HOUSE 2022 5,000

TULSA HISTORICAL SOCIETY

1486 S BOULDER
TULSA,OK74168 		NONE PC TULSA HALL OF FAME 3,000

TULSA REGIONAL STEM ALLIANCE

5005 S DARLINGTON AVE
TULSA,OK74135 		NONE PC FLIGHT NIGHT 2,500

TULSA ZOO MANAGEMENT

1487 S BOULDER
TULSA,OK74169 		NONE PC OXLEY ELEPHANT 2,500,000

TULSA ZOO MANAGEMENT

1456 S BOULDER
TULSA,OK74138 		NONE PC 2022 WALTZ/WILD SIDE 6,000

UNIVERSITY OF THE OZARKS

1510 S BOULDER
TULSA,OK74192 		NONE PC 2022 SCHOLARSHIPS 10,000

UP WITH TREES

1102 S BOSTON AVE
TULSA,OK74119 		NONE PC OPERATION SUPPORT 2,500

VOLUNTEERS OF AMERICA

1457 S BOULDER
TULSA,OK74139 		NONE PC VETERAN'S SUICIDE 5,000

WILL ROGERS HERITAGE INC

1488 S BOULDER
TULSA,OK74170 		NONE PC 2022 PROGRAM SUPPORT 5,000

WILL ROGERS HIGH SCHOOL FOUNDATION

1437 S BOULDER
TULSA,OK74119 		NONE PC WILL ROGERS STAGE 10,000

WOOLAROC RANCH MUSEUM & WILDLIFE

1489 S BOULDER
TULSA,OK74171 		NONE PC COWTHIEVES/OUTLAWS 2,160

YOUTH SERVICES OF TULSA INC

1458 S BOULDER
TULSA,OK74140 		NONE PC YOUTH SUICIDE PROGRAM 10,000

TULSA HABITAT FOR HUMANITY

6235 E 13TH ST
TULSA,OK74112 		NONE PC 2022 ROCK THE HOUSE 5,000

WORK TO RIDE INC

98 CHAMOUNIX DRIVE
PHILADELPHIA,PA19131 		NONE PC NEW POLO ARENA 100,000

OKLAHOMA STATE UNIVERSITY

107 WHITEHURST
STILLWATER,OK74078 		NONE PC ECHO PROJECT 15,000
Total .................................right arrow 3a 13,690,757
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2022)
Form 990-PF (2022)
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 ........... 		         
4 Dividends and interest from securities ....     14 441,597  
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 .....     15 119,848  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 4,465,806  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aLIMITED PARTNERSHIP INCOME 		    14 -7,502  
bUBIA ACTIVITY FROM K-1S 525990 0   378  
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 5,020,127 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
5,020,127
(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 (2022)
Form 990-PF (2022)
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2022)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2022 AccountingFeesSchedule
Name:
THE OXLEY FOUNDATION
EIN:
73-6224031
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING 15,806 7,903   7,903

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

TY 2022 DepreciationSchedule
Name:
THE OXLEY FOUNDATION
EIN:
73-6224031
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
COMPUTER SOFTWARE 2002-11-05 2,804 2,804 SL 3.000000000000 0 0    
FURNITURE 2004-01-01 3,640 3,640 SL 7.000000000000 0 0    
OFFICE FURNITURE 2006-06-01 6,194 6,194 SL 7.000000000000 0 0    
COMPUTER EQUIPMENT 2006-06-01 1,690 1,690 SL 5.000000000000 0 0    
MICROEDGE SOFTWARE 2008-02-20 11,537 11,537 SL 3.000000000000 0 0    
2020 SUBARU OUTBACK 2019-11-30 37,109 11,044 SL 7.000000000000 5,301 5,301    

TY 2022 GeneralExplanationAttachment
Name:
THE OXLEY FOUNDATION
EIN:
73-6224031
Identifier Return Reference Explanation
EXPLANATION OF ACTIVITIES WITH A DISQUALIFIED PERSON FORM 990-PF, PART VI-B, QUESTIONS 1A(3) AND 1A(4) THE OXLEY FOUNDATION OCCUPIES OFFICE SPACE LEASED BY GREENHILL PROPERTIES, LLC. A 50% OWNER OF GREENHILL PROPERTIES, LLC IS JOHN C. OXLEY, A TRUSTEE OF THE FOUNDATION. THE FOUNDATION PAID A TOTAL OF $394,052 TO GREENHILL PROPERTIES, LLC FOR EXPENSES ASSOCIATED WITH THE MANAGEMENT OF INVESTMENTS, BOOKKEEPING, AND THE MAKING OF GRANTS TO DONEE ORGANIZATIONS.
EXPLANATION OF ACTIVITIES WITH A DISQUALIFIED PERSON FORM 990-PF, PART VIII, QUESTION 1 RUSSELL H. HARBAUGH, JR.'S COMPENSATION IS THE PERSONAL USE OF A FOUNDATION AUTOMOBILE.

TY 2022 InvestmentsCorpStockSchedule
Name:
THE OXLEY FOUNDATION
EIN:
73-6224031
Name of Stock End of Year Book Value End of Year Fair Market Value
*TESCO STORES HLDG ORD SPON ADR 10,129 9,088
A P MOLLAR-MAERSK A/S UNSPON ADR 14,254 11,388
ABN AMRO BANK NV ADR 2,510 2,833
AMERICA MOVIL S.A.B. DE C.V. SER L SPON ADR 1,734 1,693
AMERICAN INTL GROUP INC COM NEW 15,287 16,695
APA CORP 19,925 23,153
AT&T INC 8,986 8,892
BANCO DO BRASIL S A SPON ADR 4,154 4,073
BANK OF CHINA ADR 12,731 12,767
BARCLAYS PLC ADR 20,931 18,634
BATH & BODY WKS INC 14,361 11,251
BAYERISCHE MOTOREN WERKE A G SPON ADR 5,147 5,102
BEST BUY CO INC 9,857 10,187
BOSTON PROPERTIES INC 8,558 4,933
BP PLC SPON ADR 10,315 12,121
C H ROBINSON WORLDWIDE INC NEW 3,004 2,838
CANADIAN NAT RESOURCES LTD CAD 2,984 2,943
CANON INC ADR JAPAN SPON ADR 9,781 8,976
CAPITAL ONE FINCL COR 9,817 5,949
CARDINAL HEALTH INC 3,306 5,150
CARREFOUR SA SPON ADR 4,220 3,489
CENOVUS ENERGY INC CAD 3,698 3,766
CF INDUSTRIES HOLDINGS INC 9,223 7,412
CHINA SHENHUA ENERGY CO LTD ADR 9,638 9,427
CIGNA CORP 1,418 1,988
CITIGROUP INC 17,192 13,840
CK HUTCHISON HLDGS LTD UNSPONSORED ADR 26,726 24,282
COMCAST CORP NEW CL A 1,762 1,958
COMPAGNIE DE SAINT-GOBAIN ADR 24,611 18,778
DELL TECHNOLOGIES INC CL C 5,909 5,188
DEUTSCHE POST AG SPON ADR 9,665 6,075
DOW INC 22,927 21,869
EQUITABLE HLDGS INC 6,861 6,601
ERICSSON SEK 10 NEW 2002 ADR 2,450 2,196
EXXON MOBIL CORP 3,461 3,750
FORD MOTOR CO COM 13,734 10,420
FORTESCUE METALS GROUP LTD SPON ADR 6,616 6,245
HEIDELBERGCEMENT AG UNSPONSERED ADR 8,341 6,800
HENNES & MAURITZ AB ADR 3,397 3,018
HEWLETT PACKARD ENTERPRISE CO 10,251 10,757
HP INC 33,273 28,267
INTEL CORP 20,172 23,150
INTL PAPER CO 11,930 8,692
ITOCHU CORP ADR JAPAN ADR 17,626 19,313
JAPAN TOBACCO INC UNSPONSORED ADR 7,888 7,894
JARDINE MATHESON HD-UNSP ADR ADR 19,865 20,038
KONINKLIJKE AHOLD DELHAIZE NV SPON ADR 22,050 22,730
KUEHNE & NAGEL INTL AG ADR 5,578 5,788
LENNAR CORP CL A 13,704 15,385
LENOVO GROUP LTD SPON ADR 14,872 11,932
LOEWS CORP 4,633 4,433
LUKOIL PJSC SPON ADR 2,924 0
LUMEN TECHNOLOGIES INC CL A 13,770 6,697
LYONDELLBASELL INDUSTRIES N V SHS - A - CL A EUR 12,129 11,292
MAGNA INTL INC CL A SUB VTG CANADA ORD CAD 9,204 7,247
MANULIFE FINANCIAL CORP CAD 7,681 7,118
MARATHON OIL CORP 9,731 10,909
MARATHON PETROLEUM CO 2,906 3,259
MERCEDES-BENZ GROUP AG 10,975 9,156
MITSUI & CO LTD ADR JAPAN ADR 9,860 12,271
MPERIAL BRANDS PLC SPON ADR 6,001 6,385
NUCOR CORP 3,354 2,900
OMNICOM GROUP INC 7,266 9,381
ORANGE SPON ADR 1,538 1,620
ORIX CORP SPON ADR 14,846 12,400
PRINCIPAL FINANCIAL GROUP INC 1,536 1,678
PRUDENTIAL FINANCIAL INC 9,782 9,051
PULTE GROUP INC 11,515 9,652
QUEST DIAGNOSTICS INC 29,887 32,383
RELIANCE STEEL & ALUMINUM CO 2,524 2,632
REPSOL SA SPON ADR 3,025 3,664
SOUTH32 LTD SPON ADR 13,016 14,135
SYNCHRONY FINL 23,662 22,246
TAKEDA PHARMACEUTICAL CO LTD SPON ADR 6,704 7,098
TECK RESOURCES LTD CL B ORD CAD 1,648 1,853
TELEFONICA BRASIL SA ADR 7,639 6,356
TELENOR ASA ADR 12,282 7,690
TOTALENERGIES SE SPON ADR 5,180 6,394
UBS GROUP AG CHF 1,832 1,923
VALE SA-SP SPON ADR 15,857 14,238
VALERO ENERGY CORP NEW 2,567 2,664
VODAFONE GROUP PLC SPON ADR 1,812 1,589
WEYERHAEUSER CO 28,681 25,110
WILLIAMS SONOMA INC 6,597 4,367
YARA INTL ASA SPON ADR 6,322 5,312

TY 2022 InvestmentsOtherSchedule2
Name:
THE OXLEY FOUNDATION
EIN:
73-6224031
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
DISTRESSED MANAGERS IV OFFSHORE HOLDINGS LP FMV 0 93,498
INSURED SWEEP PRGRM-CASH FMV 2,552 2,552
INSURED SWEEP PROGRAM-CASH FMV 18,370 18,218
JCF III PRIVATE INVESTORS LLC (FLOWERS) FMV 112,687 48,198
LONG CASH AND SWEEP FUNDS FMV 75,848 75,848
MONEY MARKET FUND (CASH) FMV 35,764 35,764
RMA GOVT MONEY MARKET FD (CASH) FMV 272 272
WHITEHALL PARALLEL GLOBAL REAL ESTATE LP 2001** (EXITED 7/2018) FMV 0 12,766
WHITEHALL STREET GLOBAL REAL ESTATE LP 2007* (EXITED 2/2019) FMV 290,069 5,788
WHITEHALL STREET INTERNATIONAL REAL ESTATE CORPORATION 2005*** (EXITED 9/202 FMV 599,012 0

TY 2022 LandEtcSchedule2
Name:
THE OXLEY FOUNDATION
EIN:
73-6224031
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
2020 SUBARU OUTBACK 37,109 16,345 20,764  


TY 2022 OtherDecreasesSchedule
Name:
THE OXLEY FOUNDATION
EIN:
73-6224031
Description Amount
OTHER ADJUSTMENT 70


TY 2022 OtherExpensesSchedule
Name:
THE OXLEY FOUNDATION
EIN:
73-6224031
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OFFICE EXPENSE 5,158 5,158   0
INSURANCE 5,406 5,406   0
OVERHEAD 361,539 180,769   180,770
DUES & SUBSCRIPTIONS 946 946   0
MEALS & ENTERTAINMENT 206 206   0
MISCELLANEOUS EXPENSES 2,830 2,830   0
NON-DEDUCTIBLE EXPENSES 2,889 0   2,889


TY 2022 OtherIncomeSchedule2
Name:
THE OXLEY FOUNDATION
EIN:
73-6224031
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OIL & GAS ROYALTIES 119,848 119,848 119,848
LIMITED PARTNERSHIP INCOME -7,502 -7,502 -7,502
UBIA ACTIVITY FROM K-1S 378   378


TY 2022 OtherIncreasesSchedule
Name:
THE OXLEY FOUNDATION
EIN:
73-6224031
Description Amount
BOOK/TAX DIFFERENCE IN DONATION OF APPRECIATED STOCK 2,293,725


TY 2022 OtherProfessionalFeesSchedule
Name:
THE OXLEY FOUNDATION
EIN:
73-6224031
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT SERVICES 105,051 105,051   0


TY 2022 TaxesSchedule
Name:
THE OXLEY FOUNDATION
EIN:
73-6224031
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAXES AND LICENSES 1,859 1,859   0
FOREIGN TAXES 10,347 10,347   0
EXCISE TAX 22,356 0   0