TY 2023 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
right arrow

Go to www.irs.gov/Form990PF for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public Inspection

For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023

Name of foundation
MARY K OXLEY FOUNDATION

Number and street (or P.O. box number if mail is not delivered to street address)1437 S BOULDER AVE 770
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
TULSA, OK74119

A Employer identification number

27-0577885

B Telephone number (see instructions)

(918) 584-1978

C If exemption application is pending, check here right arrow

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. right arrow

2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... right arrow

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... right arrow

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) right arrow

$25,603,592J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .............
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	701,701		701,701
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		1,789,831
b	Gross sales price for all assets on line 6a 14,672,394
7	Capital gain net income (from Part IV, line 2)...			1,789,831
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).......	List of Attached Documents: // Content	4,758	4,758
12	Total. Add lines 1 through 11........	2,496,290		2,496,290
13	Compensation of officers, directors, trustees, etc.	0		0	0
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......	34,062		34,062	0
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......	List of Attached Documents: // Content	3,500	3,500	0
c	Other professional fees (attach schedule)....	List of Attached Documents: // Content	142,679	142,679	0
17	Interest...............
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	45,815	17,005	0
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............	16,936		16,936	0
21	Travel, conferences, and meetings.......	5,544		5,544	0
22	Printing and publications..........
23	Other expenses (attach schedule).......	List of Attached Documents: // Content	407,759	203,879	203,879
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	656,295		423,605	203,879
25	Contributions, gifts, grants paid.......	1,124,500			1,124,500
26	Total expenses and disbursements. Add lines 24 and 25	1,780,795		423,605	1,328,379
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	715,495
b	Net investment income (if negative, enter -0-)			2,072,685
c	Adjusted net income (if negative, enter -0-)...

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2023)

Form 990-PF (2023)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............	88,295	118,807	118,807
	2	Savings and temporary cash investments.........	533,615	192,513	192,513
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	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)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........	2,192	5,383	5,383
	10a	Investments—U.S. and state government obligations (attach schedule)
	b	Investments—corporate stock (attach schedule).......	16,464,764	List of Attached Documents: // Content 14,882,842	19,443,137
	c	Investments—corporate bonds (attach schedule).......	1,488,653	List of Attached Documents: // Content 5,051,940	5,032,472
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	1,594,976	List of Attached Documents: // Content 636,505	811,280
	14	Land, buildings, and equipment: basis 12,932
		Less: accumulated depreciation (attach schedule) 12,932
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	20,172,495	20,887,990	25,603,592
	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 )
	23	Total liabilities (add lines 17 through 22).........	0	0
		Foundations that follow FASB ASC 958, check here
		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
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	0	0
	27	Paid-in or capital surplus, or land, bldg., and equipment fund	0	0
	28	Retained earnings, accumulated income, endowment, or other funds	20,172,495	20,887,990
	29	Total net assets or fund balances (see instructions).....	20,172,495	20,887,990
	30	Total liabilities and net assets/fund balances (see instructions).	20,172,495	20,887,990

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

20,172,495

Enter amount from Part I, line 27a .....................

715,495

Other increases not included in line 2 (itemize) right arrow

Add lines 1, 2, and 3 ..........................

20,887,990

Decreases not included in line 2 (itemize) right arrow

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

20,887,990

Form 990-PF (2023)

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	SALE OF PUBLICLY TRADED STOCK
b
c
d
e

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	14,672,394	12,882,563	1,789,831
b
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			1,789,831
b
c
d
e

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	1,789,831
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 ...................		3

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 and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	28,810
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	28,810
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	28,810
6	Credits/Payments:

a	2023 estimated tax payments and 2022 overpayment credited to 2023	6a	34,193
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	34,193
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.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	5,383
11	Enter the amount of line 10 to be: Credited to 2024 estimated tax5,383	Refunded	11	0

Form 990-PF (2023)

Page 4

Part VI-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

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

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. right arrow

$ 0

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?.........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

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? ................

Yes

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.

If "Yes," complete Part XIII .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address right arrow

N/A

The books are in care of right arrow

BETH WALLACE Telephone no. right arrow

(918) 584-1978

Located at right arrow

1437 SOUTH BOULDER SUITE 770TULSAOK ZIP+4 right arrow

74119

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

16 At any time during calendar year 2023, 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 right arrow

Form 990-PF (2023)

Page 5

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

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)

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? ..............................

1a(2)

(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)

(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)

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 ..........

Organizations relying on a current notice regarding disaster assistance check here ........ right arrow

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 2023? .............

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)):

At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d

and 6e) for tax year(s) beginning before 2023?....................

If "Yes," list the years right arrow

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year? ..............................

If "Yes," did it have excess business holdings in 2023 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 2023.) .....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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 2023? ..

Form 990-PF (2023)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........

5a(1)

(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)

(3) Provide a grant to an individual for travel, study, or other similar purposes? .............

5a(3)

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions ........................

5a(4)

(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)

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 ........

Organizations relying on a current notice regarding disaster assistance check ......... right arrow

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? .................

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract? .............................

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....

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? .........................

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 1.00	0	0	0
1437 S BOULDER STE 770 TULSA,OK74119	TRUSTEE 1.00	0	0	0
DEBBIE OXLEY	TRUSTEE 1.00	0	0	0
1437 S BOULDER STE 770 TULSA,OK74119	TRUSTEE 1.00	0	0	0
THOMAS E RAINS	CFO 5.00	0	0	0
1437 S BOULDER STE 770 TULSA,OK74119	CFO 5.00	0	0	0
R H HARBAUGH	TRUSTEE 5.00	0	0	0
1437 S BOULDER STE 770 TULSA,OK74119	TRUSTEE 5.00	0	0	0

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...................				0

Form 990-PF (2023)

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	ADMINSTRATIVE OVERHEAD	435,724
1437 S BOULDER STE 770 TULSA,OK74119	ADMINSTRATIVE OVERHEAD	435,724

Total number of others receiving over $50,000 for professional services............. right arrow

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......................... right arrow

Form 990-PF (2023)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

24,041,967

Average of monthly cash balances.......................

382,415

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

24,424,382

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

24,424,382

Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see

instructions) .............................

366,366

Net value of noncharitable-use assets. Subtract line 4 from line 3. ............

24,058,016

Minimum investment return. Enter 5% (0.05) of line 5................

1,202,901

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.)

Minimum investment return from Part IX, line 6..................

1,202,901

Tax on investment income for 2022 from Part V, line 5.......

28,810

Income tax for 2022. (This does not include the tax from Part V.) ...

Add lines 2a and 2b............................

28,810

Distributable amount before adjustments. Subtract line 2c from line 1............

1,174,091

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

1,174,091

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...

1,174,091

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

1,328,379

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......

1,328,379

Form 990-PF (2023)

Page 9

Part XII

Undistributed Income (see instructions)

		(a) Corpus	(b) Years prior to 2022	(c) 2022	(d) 2023
1 Distributable amount for 2023 from Part X, line 7					1,174,091
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only.......				0
b Total for prior years:20 , 20, 20			0
3 Excess distributions carryover, if any, to 2022:
a From 2018......	1,065,047
b From 2019......	1,126,532
c From 2020......	241,329
d From 2021......
e From 2022......
f Total of lines 3a through e ........		2,432,908
4Qualifying distributions for 2023 from Part
XI, line 4: $ 1,328,379
a Applied to 2022, 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 2023 distributable amount.....					1,174,091
e Remaining amount distributed out of corpus		154,288
5 Excess distributions carryover applied to 2023.		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		2,587,196
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 2022. Subtract line 4a from line 2a. Taxable amount—see instructions .............				0
f Undistributed income for 2023. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2024 ..........					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 2018 not applied on line 5 or line 7 (see instructions) ...		1,065,047
9 Excess distributions carryover to 2024. Subtract lines 7 and 8 from line 6a ......		1,522,149
10 Analysis of line 9:
a Excess from 2019....	1,126,532
b Excess from 2020....	241,329
c Excess from 2021....
d Excess from 2022....
e Excess from 2023....	154,288

Form 990-PF (2023)

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 2023, enter the date of the ruling ...... right arrow

b Check box to indicate whether the organization is a private operating foundation described in section 4942(j)(3) or4942(j)(5)

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) 2023	(b) 2022	(c) 2021	(d) 2020	(e) Total

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

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

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 (2023)

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
1000 FRIENDS OF FLORIDA PO BOX 5948 TALLAHASSEE,FL32314	NONE	PC	CONSERVATION EFFORTS	1,000
ASPEN COMMUNITY UNITED METHODIST CHURCH 200 E BLEEKER ST 1418 ASPEN,CO81611	NONE	PC	OPERATION SUPPORT	50,000
ASPEN COMMUNITY UNITED METHODIST CHURCH 200 E BLEEKER ST 1418 ASPEN,CO81611	NONE	PC	PEAK EDUCATION	1,500
ASPEN COMMUNITY UNITED METHODIST CHURCH 200 E BLEEKER ST 1418 ASPEN,CO81611	NONE	PC	PROGRAM SUPPORT	25,000
BEST 22450 HEADQUARTERS AVE APPLE VALLEY,CA92307	NONE	PC	BACKSTRETCH - DINNER	10,000
BLUE GRASS FARMS CHARITIES 2339 SANDERSVILLE ROAD LEXINGTON,KY40511	NONE	PC	PROGRAM SUPPORT	10,000
BLUEGRASS CONSERVANCY 450 OLD VINE STREET SUITE 105 LEXINTON,KY40507	NONE	PC	PROGRAM SUPPORT	5,000
BOYS AND GIRLS CLUB OF PALM BEACH COUNTY 800 NORTHPOINT PKWY STE 204 WEST PALM BEACH,FL334071978	NONE	PC	FOOD & SNACKS	10,000
COMMONWEALTH FUND FOR KET INC 560 COOPER DRIE LEXINGTON,KY40502	NONE	PC	PROGRAM SUPPORT	5,000
GRAYSON-JOCKEY CLUB RESEARCH FDN INC 821CORPORATEDR LEXINGTON,KY405032748	NONE	PC	2023 PROGRAM SUPPORT	10,000
GRAYSON-JOCKEY CLUB RESEARCH FDN INC 821CORPORATED LEXINGTON,KY405032748	NONE	PC	EQUINE RESEARCH	5,000
KENTUCKY DERBY MUSEUM 704 CENTRAL AVE LOUISVILLE,KY40208	NONE	PC	PROGRAM SUPPORT	5,000
KENTUCKY RACE TRACK CHAPLAINCY PO BOX 324 SIMPSONVILLE,KY40067	NONE	PC	RACE FOR GRACE	2,000
NATIONAL MUSEUM OF RACING & HALL OF FAME 191 UNION SAVE SARATOGA SPRINGS,NY128663513	NONE	PC	CAPITAL PROJECTS	100,000
NATIONAL MUSEUM OF RACING & HALL OF FAME 191 UNION SAVE SARATOGA SPRINGS,NY128663513	NONE	PC	MUSEUM BALL	6,000
NATIONAL MUSEUM OF RACING & HALL OF FAME 191 UNION SAVE SARATOGA SPRINGS,NY128663513	NONE	PC	ANNUAL SUPPORT	10,000
OLD FRIENDS EQUINE 1841 PAYNES DEPOT RD GEORGETOWN,KY40324	NONE	PC	PROGRAM SUPPORT	15,000
PEGGY ADAMS ANIMAL RESCUE LEAGUE 3200 N MILITARY TRL 3100 WEST PALM BEACH,FL33409	NONE	PC	PROGRAM SUPPORT	2,000
RACE FOR EDUCATION 2560 RICHMOND ROAD LEXINGTON,KY40509	NONE	PC	PROGRAM SUPPORT	5,000
RACE TRACK CHAPLAINCY OF AMERICA 2365 HARRODSBURG RD LEXINGTON,KY40504	NONE	PC	PROGRAM SUPPORT	50,000
THE BELMONT CHILD CARE ASSOCIATION'S 2150 HEMPSTEAD TPK BELMONT PARK GATE 6 ELMONT,NY11003	NONE	PC	ANNA HOUSE 2023	500
THE JOCKEY CLUB FOUNDATION 40 E 52ND ST NEW YORK,NY10022	NONE	PC	SAFETY NET PROGRAM	10,000
THE LORD'S PLACE 2808 N AUSTRALIAN AVE WEST PALM BEACH,FL33407	NONE	PC	PROGRAM SUPPORT	15,000
THOROUGHBRED AFTERCARE ALLIANCE FDN 821 CORPORATE DR LEXINGTON,KY40503	NONE	PC	PROGRAM SUPPORT	15,000
THOROUGHBRED CHARITIES OF AMERICA LTD PO BOX 910668 LEXINGTON,KY40591	NONE	PC	RESCUE/REHABIT	20,000
THOROUGHBRED RETIREMENT FOUNDATION INC PO BOX 834 SARATOGA SPRINGS,NY12866	NONE	PC	PROGRAM SUPPORT	20,000
TRINITY WOODS 4134 E 31ST ST TULSA,OK74135	NONE	PC	APPLE IPADS - STAFF	2,500
UNIVERSITY OF KENTUCKY 301 PETERSON SERVICES BLDG LEXINGTON,KY405060001	NONE	PC	EQUINE NOCARDIA	10,000
UNIVERSITY OF LOUISVILLE 215 CENTRAL AVE STE 212 LOUISVILLE,KY402081451	NONE	PC	WOMEN CARDIO PROGRAM	25,000
UNIVERSITY OF LOUISVILLE 215 CENTRAL AVE STE 212 LOUISVILLE,KY402081451	NONE	PC	SURGICAL PROJECTS	10,000
UNIVERSITY OF LOUISVILLE 215 CENTRAL AVE STE 212 LOUISVILLE,KY402081451	NONE	PC	CHALLENGE GRANT	600,000
WESLEY MANOR RETIREMENT COMMUNITY INC 5012 EAST MANSLICK ROAD LOUISVILLE,KY40219	NONE	PC	PATIENT CARE FUND	5,000
WOODFORD FORWARD FOUNDATION INC 110 MORGAN ST VERSAILLES,KY40383	NONE	PC	PROGRAM SUPPORT	2,500
WOODFORD HUMANE SOCIETY 265 THOMAS LN VERSAILLES,KY40383	NONE	PC	PROGRAM SUPPORT	1,500
CHRISTIAN CARE COMMUNITIES INC 1108 N FERN AVE BROKEN ARROW,OK74012		PC	MEMORY WALK J GREELY	45,000
KENTUCKY RACE TRACK CHAPLAINCY 2365 HARRODSBURG RD LEXINGTON,KY40504		PC	PROGRAM SUPPORT	10,000
OLD FRIENDS EQUINE 1841 PAYNES DEPOT RD GEORGETOWN,KY40324		PC	MEMORY BRERETONJONES	5,000
Total ................................. 3a				1,124,500

bApproved for future payment

Total ................................. 3b				0

Form 990-PF (2023)

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	(e) Related or exempt function income (See instructions.)
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	701,701
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	1,789,831
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: aMISCELLANEOUS INCOME			14	4,758
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..		0		2,496,290	0

13Total. Add line 12, columns (b), (d), and (e)..................

2,496,290

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	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 (2023)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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? ...........Yes No

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.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2023)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2023 AccountingFeesSchedule

Name:

MARY K OXLEY FOUNDATION

EIN:

27-0577885

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
ACCOUNTING FEES	3,500	3,500		0

- TIN:

TY 2023 GeneralExplanationAttachment

Name:

MARY K OXLEY FOUNDATION

EIN:

27-0577885

Identifier	Return Reference	Explanation
EXPLANATION OF ACTIVITIES WITH A DISQUALIFIED PERSON	FORM 990-PF, PART VI-B, QUESTIONS 1A(3) AND 1A(4)	THE MARY K. 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 $435,723.53 TO GREENHILL PROPERTIES, LLC FOR EXPENSES ASSOCIATED WITH THE MANAGEMENT OF INVESTMENTS, BOOKKEEPING, AND THE MAKING OF GRANTS TO DONEE ORGANIZATIONS.

- TIN:

TY 2023 InvestmentsCorpBondsSchedule

Name:

MARY K OXLEY FOUNDATION

EIN:

27-0577885

Name of Bond	End of Year Book Value	End of Year Fair Market Value
ABBVIE INC NTS B/E RATE 02.950% MATURES 11/21/26 CALLABLE	12,960	13,431
APPLE INC NTS B/E RATE 04.000% MATURES 05/10/28	11,480	11,983
AT&T INC NTS B/E CALL@MW+20BP RATE 01.650% MATURES 02/01/28	17,133	17,825
BANK OF AMER CORP NTS CALL@MW+25BP RATE 05.819% MATURES 09/15/29	11,827	12,395
CHEVRON CORP NTS B/E CALL@MW+25BP RATE 01.995% MATURES 05/11/27	13,570	13,931
CITIGROUP INC FIX-TO-FLT CALL@MW+26BP RATE 04.658% MATURES 05/24/28	7,801	7,950
COMCAST CORP B/E RATE 04.800% MATURES 05/15/33	32,525	35,501
CSX CORP B/E CALL@MW+15BP RATE 05.200% MATURES 11/15/33	19,210	22,985
CVS HEALTH CORP NTS B/E CALL@MW+25BP RATE 05.300% MATURES 06/01/33	21,068	22,617
FANNIE MAE NTS RATE 1.6250% MATURES 01/07/25	28,791	29,074
GENL MOTORS FINL CO INC CALL@MW+35BP RATE 06.000% MATURES	9,877	10,348
JPMORGAN CHASE & CO NTS 0BP RATE 05.299% MATURES 07/24/29	5,840	6,094
MCDONALD'S CORP NTS B/E CALL@MW+45BP RATE 03.500% MATURES 07/01/27	26,820	27,219
MORGAN STANLEY B/E CALL@MW+25BP RATE 05.424% MATURES 07/21/34	20,655	22,372
U S TREASURY NOTE RATE 3.8750% MATURES 08/15/33	47,104	50,039
U S TREASURY NOTE RATE 4.6250% MATURES 09/15/26	84,588	86,219
U S TREASURY NOTE RATE 4.6250% MATURES 09/30/28	100,996	104,349
U S TREASURY NOTE RATE 4.6250% MATURES 09/30/30	67,934	70,986
U S TREASURY NOTE RATE 5.0000% MATURES 09/30/25	104,938	106,091
US TSY INFL PROT NOTE RATE 0.1250% DUE 04/15/27	25,946	25,618
US TSY INFL PROT NOTE RATE 0.5000% DUE 04/15/24	43,432	43,364
BROADCOM INC NTS B/E CALL@MW+50BP RATE 04.300% MATURES 11/15/32 CALLABLE (CU	73,511	78,757
CANADIAN IMPERIAL BANK NTS B/E RATE 03.100% MATURES 04/02/24 (CUSIP:13607GAP	74,263	75,509
CENTENE CORP B/E CALL@MW+50BP RATE 02.500% MATURES 03/01/31 CALLABLE (CUSIP:	74,245	78,294
CHENIERE ENERGY PARTNERS CALL@MW+50BP RATE 04.500% MATURES 10/01/29 CALLABLE	72,818	76,356
CITIGROUP INC NTS B/E CALL@MW+18BP RATE 03.070% MATURES 02/24/28 CALLABLE (C	74,866	77,315
COMCAST CORP B/E RATE 04.800% MATURES 05/15/33 CALLABLE (CUSIP:20030NEE7)	76,584	79,116
GENL MOTORS FINL CO INC CALL@MW+30BP RATE 03.950% MATURES 04/13/24 CALLABLE	1,970	1,988
GOLDMAN SACHS GROUP INC CALL@MW+25BP RATE 03.850% MATURES 01/26/27 CALLABLE	74,028	75,875
INTEL CORP NTS B/E 5BP RATE 04.875% MATURES 02/10/26 (CUSIP:458140CD0)	73,570	74,574
JOHN DEERE CAPITAL CORP MED TERM NTS RATE 04.800% MATURES 01/09/26 (CUSIP:24	73,995	74,414
JPMORGAN CHASE & CO NTS B/E RATE 03.625% MATURES 12/01/27 (CUSIP:46625HRX0)	73,338	74,942
MAGALLANES INC NTS B/E RATE 04.279% MATURES 03/15/32 CALLABLE (CUSIP:55903VB	10,545	10,997
MITSUBISHI UFJ FINL GROUP INC RATE 03.677% MATURES 02/22/27 (CUSIP:606822AN4	74,721	75,635
MORGAN STANLEY NTS B/E RATE 05.050% MATURES 01/28/27 CALLABLE (CUSIP:61747YE	24,072	24,029
MORGAN STANLEY NTS B/E RATE 05.123% MATURES 02/01/29 CALLABLE (CUSIP:61747YF	74,848	76,410
ORACLE CORP B/E 5BP RATE 06.250% MATURES 11/09/32 CALLABLE (CUSIP:68389XCJ2)	73,286	76,268
PACIFIC GAS & ELEC CO B/E RATE 04.550% MATURES 07/01/30 CALLABLE (CUSIP:6943	74,143	78,086
PFIZER INVT ENTER NTS CALL@MW+20BP RATE 04.650% MATURES 05/19/30 (CUSIP:7169	3,944	4,033
PFIZER INVT ENTER NTS CALL@MW+20BP RATE 04.750% MATURES 05/19/33 CALLABLE (C	9,680	10,025
PNC FINANCIAL SERVICES B/E RATE 03.900% MATURES 04/29/24 CALLABLE (CUSIP:693	53,096	53,685
SOUTHERN CAL EDISON NTS CALL@MW+25BP RATE 05.850% MATURES 11/01/27 CALLABLE	73,832	75,198
SUMITOMO MITSUI FINL GRP B/E RATE 03.784% MATURES 03/09/26 (CUSIP:86562MAC4)	74,622	76,046
T-MOBILE USA INC B/E CALL@MW+50BP RATE 03.500% MATURES 04/15/31 CALLABLE (CU	73,355	76,738
TRUIST FINL CORP B/E T CALL@MW+25BP RATE 05.122% MATURES 01/26/34 CALLABLE (	73,437	73,879
WELLS FARGO & CO CALL@MW+25BP RATE 04.150% MATURES 01/24/29 (CUSIP:95000U2D4	74,036	75,899
QORVO INC NTS B/E 4.375% 101529 DTD041520 FC101520 CALL@MW+50BP (CUSIP:74736	3,618	3,795
BLOCK FINANCIAL LLC B/E CALL@MW+50BP RATE 03.875% MATURES 08/15/30 CALLABLE	11,363	11,903
SVC CORP INTL NTS B/E CALL@MW+50BP RATE 05.125% MATURES 06/01/29 CALLABLE (C	15,140	15,680
CARRIER GLOB CORP NTS 0BP RATE 02.722% MATURES 02/15/30 CALLABLE (CUSIP:1444	15,677	16,127
L BRANDS INC NTS B/E CALL@MW+50BP RATE 07.500% MATURES 06/15/29 CALLABLE (CU	16,100	16,625
GENUINE PARTS CO B/E CALL@MW+35BP RATE 06.875% MATURES 11/01/33 CALLABLE (CU	16,587	16,690
QUANTA SERVICES INC B/E CALL@MW+35BP RATE 02.900% MATURES 10/01/30 CALLABLE	16,641	17,598
QVC INC B/E CALL@MW+30BP RATE 04.450% MATURES 02/15/25 (CUSIP: 747262AU7)	20,808	27,219
FORTUNE BRANDS HOME & SE 4.000% 061525 DTD061515 FC121515 CALL@MW+30BP (CUSI	16,681	16,707
MOTOROLA SOLUTIONS INC CALL@MW+35BP RATE 04.600% MATURES 05/23/29 CALLABLE (	18,192	18,873
DISCOVERY COMMUNICATIONS 4.125% 051529 DTD052119 FC111519 CALL@MW+30BP (CUSI	18,247	18,952
EXPEDIA GROUP INC NTS B/E RATE 04.625% MATURES 08/01/27 CALLABLE (CUSIP:3021	18,492	18,919
FLEX LTD B/E CALL@MW+50BP RATE 04.875% MATURES 05/12/30 CALLABLE (CUSIP:3393	18,278	18,652
DOLLAR TREE INC B/E CALL@MW+25BP RATE 04.200% MATURES 05/15/28 CALLABLE (CUS	18,321	18,598
ALLEGION US HLDG CO INC CALL@MW 20BP RATE 03.200% MATURES 10/01/24 CALLABLE	18,401	18,617
CARLISLE COS INC NTS B/E CALL@MW+20BP RATE 03.500% MATURES 12/01/24 CALLABLE	18,410	18,634
WILLIS NORTH AMER INC 0BP RATE 04.650% MATURES 06/15/27 CALLABLE (CUSIP:9706	18,436	18,803
VERIZON COMMUNICATIONS CALL@MW+25BP RATE 04.125% MATURES 03/16/27 (CUSIP:923	18,439	18,734
AT&T INC NTS B/E CALL@MW+25BP RATE 04.100% MATURES 02/15/28 CALLABLE (CUSIP:	18,443	18,583
MOLSON COORS BREWING CO 3.000% 071526 DTD070716 FC011517 CALL@MW+25BP (CUSIP	18,564	19,165
CONAGRA BRANDS INC NTS CALL@MW+25BP RATE 04.600% MATURES 11/01/25 CALLABLE (	18,613	18,815
MICROCHIP TECHNOLOGY INC NTS B/E RATE 04.250% MATURES 09/01/25 (CUSIP:595017	18,626	18,717
ORACLE CORP B/E 5BP RATE 06.250% MATURES 11/09/32 CALLABLE (CUSIP:68389XCJ2)	18,648	19,612
TRIMBLE NAV LTD B/E 4.900% 061528 DTD061518 FC121518 CALL@MW+30BP (CUSIP:896	18,691	19,109
CDW LLC / CDW FIN CORP CALL@MW+50BP RATE 04.250% MATURES 04/01/28 (CUSIP:125	18,706	19,154
BAT CAPITAL CORP NTS B/E 2.259% 032528 DTD092520 FC032521 CALL@MW+30BP (CUSI	18,787	19,703
WESTINGHOUSE AIR BRAKE CALL@MW+25BP RATE 03.450% MATURES 11/15/26 CALLABLE (	18,790	19,141
STEEL DYNAMICS INC NTS 5BP RATE 02.400% MATURES 06/15/25 CALLABLE (CUSIP:858	18,826	19,169
ALTRIA GROUP INC NTS B/E 4.400% 021426 DTD021419 FC081419 CALL@MW+30BP (CUSI	18,826	18,831
BERRY GLOB INC NTS B/E RATE 01.570% MATURES 01/15/26 CALLABLE (CUSIP:08576PA	18,884	19,514
OLIN CORP B/E 0BP RATE 05.625% MATURES 08/01/29 CALLABLE (CUSIP:680665AL0)	18,920	19,682
AMERICAN TOWER CORP B/E CALL@MW+30BP RATE 03.375% MATURES 10/15/26 CALLABLE	18,929	19,168
BROADCOM CORP NTS B/E CALL@MW+25BP RATE 03.875% MATURES 01/15/27 CALLABLE (C	18,957	19,519
HCA INC NTS B/E CALL@MW+50BP RATE 05.625% MATURES 09/01/28 CALLABLE (CUSIP:4	19,050	19,460
HP INC NTS B/E RATE 04.000% MATURES 04/15/29 CALLABLE (CUSIP:40434LAK1)	19,114	19,425
UNITED RENTALS NORTH AM 0BP RATE 04.000% MATURES 07/15/30 CALLABLE (CUSIP:91	20,153	21,189
TRANSDIGM INC NTS B/E CALL@MW+50BP RATE 05.500% MATURES 11/15/27 (CUSIP:8936	20,240	21,547
TENET HEALTHCARE CORP CALL@MW+50BP RATE 06.125% MATURES 10/01/28 (CUSIP:8803	20,378	21,938
SBA COMMUNICATIONS CORP 3.125% 020129 DTD080121 FC020122 CALL@MW+50BP (CUSIP	20,400	21,568
BOYD GAMING CORP NTS B/E 0BP RATE 04.750% MATURES 12/01/27 (CUSIP:103304BU4)	20,712	21,163
ZIMMER BIOMET HOLDINGS NTSCALL@MW+40BP RATE 03.050% MATURES 01/15/26 CALLABL	18,873	19,322
CONN ST TAX SER D BUILD AMER BD 5.09% 10/01/30	49,775	50,403
GNMA 10147 PD 3% 5/20/40	18,683	11,393
GNMA II PASSTHRUPOOL 4448 5.5% 5/20/39	85,654	32,080
GNMA POOL 09104KA 4.5% 8/16/39	3,137	335
GNMA POOL 0932 AB 4% 5/16/39	10,684	2,785
GNMA POOL 10105 YC 3% 8/20/39	9,615	2,036
HARTFORD FINLSVCSGRPSENNOTES 5.95% 10/15/36	99,412	106,722
IBM CORP NOTES/INTL BUSINESS 7% 10/30/25	291,578	260,313
NEW YORK NY BUILD AMER BD 5.517% 10/01/37	50,238	51,910
NO CAROLINA TPK AUTH SYS ST. A 5.318% 01/01/31	50,005	51,214
NO TX TWY AUTH REV SER B BD 8.41% 2/01/30	49,495	54,036
ONEOK INC. 6% 6/15/35	95,965	103,478
SAN ANTONIO BLD AMER BD 5.92% 5/15/40	49,483	54,397
BANK OF NEW YORK MELLON 4.62% 12/29/49	187,825	190,310
CITIGROUP, INC. 5.0% 9/12/68	194,305	194,528
JPMORGAN CHASE & CO. 6.1% 10/29/49	200,145	198,864
TRUIST FINL CORP 8.748% 12/15/68	205,255	199,092
BANK OF AMERICA CORP 6.25% 9/29/49	175,805	158,696
BANK OF AMERICA PFD SER 4	49,964	57,330
JPMORGAN CHASE & CO 6.75% 8/29/49	161,298	139,721
MORGAN STANLEY PFD SER A	50,358	53,750

- TIN:

TY 2023 InvestmentsCorpStockSchedule

Name:

MARY K OXLEY FOUNDATION

EIN:

27-0577885

Name of Stock	End of Year Book Value	End of Year Fair Market Value
ABBVIE INC COM	133,682	154,350
ADOBE INC. (DELAWARE)	35,429	66,819
ADVANCED MICRO DEVICES INC	138,731	166,278
ALLY FINANCIAL INC	73,764	90,059
ALPHABET INC CL C	104,373	141,494
AMAZON.COM INC	67,884	105,750
AMER ELECTRIC POWER CO	118,872	107,698
AMGEN INC	128,432	151,499
APPLE INC	103,520	141,124
BANK OF AMER CORP	160,073	157,374
BOEING COMPANY	92,272	164,737
CHEVRON CORP	139,345	144,238
CITIGROUP INC	160,184	158,281
COMM SERVICES SELECT SECTOR SPDR ETF	124,077	142,050
CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND ETF	129,862	146,803
CONSUMERS STAPLES SELECT SECTOR SPDR FUND ETF	66,974	70,878
COSTCO WHOLESALE CORP	102,709	152,478
CROWDSTRIKE HLDGS INC CL A	66,602	124,851
CVS HEALTH CORP	161,006	157,446
DUKE ENERGY CORP NEW	115,282	111,208
ENERGY SELECT SECTOR SPDR FUNDETF	113,546	137,665
FINANCIAL SELECT SECTOR SPDR FUND ETF	172,995	221,727
GOLDMAN SACHS GROUP INC	102,760	118,046
HEALTH CARE SELECT SECTOR SPDRFUND ETF	122,447	144,699
HOME DEPOT INC	137,623	154,561
INDUSTRIAL SELECT SECTOR SPDR FUND ETF	105,896	149,213
ISHARES U.S TELECOMMUNICATIONSETF	88,101	73,538
JPMORGAN CHASE & CO	126,643	154,111
KINDER MORGAN INC	91,174	105,664
LILLY ELI & CO	139,083	136,403
LOCKHEED MARTIN CORP	132,310	140,051
MASTERCARD INC CL A	115,229	144,160
MATERIALS SELECT SECTOR SPDR TRUST ETF	145,063	182,970
MERCK & CO INC COM	130,046	148,812
META PLATFORMS INC CL A	57,828	72,208
MICROSOFT CORP	98,954	138,007
MONDELEZ INTL INC	95,640	104,661
MORGAN STANLEY	152,587	165,332
NEXTERA ENERGY INC COM	172,555	147,841
NVIDIA CORP	48,362	142,128
ONEOK INC NEW	120,015	145,145
PEPSICO INC	126,023	139,269
PROCTER & GAMBLE CO	138,538	134,377
ROYAL CARIBBEAN CRUISES LTD LIBERIA ORD	37,063	84,557
RTX CORP	188,025	183,341
SALESFORCE, INC.	96,447	161,831
TARGET CORP	159,053	149,968
TECHNOLOGY SELECT SECTOR SPDR ETF	97,972	144,745
TOLL BROTHERS INC	71,891	124,890
UTILITIES SECTOR SPDR FUND ETF	112,067	105,064
VERIZON COMMUNICATIONS INC	81,970	70,009
VISA INC CL A	114,727	142,411
WALMART INC	95,240	103,891
WALT DISNEY CO (HOLDING CO) DISNEY COM	105,406	98,416
WILLIAMS COS INC (DEL)	83,776	99,474
AGNICO EAGLE MINES LTD CAD	39,575	35,433
AIA GROUP LTD SPON ADR	35,622	29,192
AIR LIQUIDE ADR FRANCE ADR	19,559	26,681
AIRBUS SE UNSPONSORED ADR	17,543	25,803
BAE SYSTEMS PLC SPON ADR	15,000	26,828
BANK IRELAND GROUP PLC UNSPONSORED ADR	31,187	30,212
BARCLAYS PLC ADR	45,383	37,107
BUNZL PLC NEW SPON ADR	31,644	36,600
CAPGEMINI S E UNSPONSORED ADR	31,330	52,061
CHUGAI PHARMACEUTICAL LTD ADR	32,565	42,054
CNH INDL NV EUR	24,417	24,835
COMPASS GROUP PLC SPON ADR	27,401	35,374
DBS GROUP HLDGS LTD. SPON ADR	20,282	33,011
DEUTSCHE POST AG SPON ADR	29,741	33,247
DIAGEO PLC NEW GB SPON ADR	45,906	36,415
EQUINOR ASA SPON ADR	31,876	30,469
FUJI ELEC HLDGS CO LTD ADR	32,212	33,146
GLAXO WELLCOME PLC SPON ADR	33,448	35,133
HALEON PLC SPON ADR	30,928	31,620
HITACHI LTD ADR NEW JAPAN	18,466	36,432
ING GROEP N V NL SPON ADR	33,609	51,744
INTERTEK GROUP PLC ADR	45,660	33,337
KBC GROUP NV ADR	46,009	43,783
LONDON STK EXCHANGE UNSPONSORED ADR	41,876	46,012
LVMH MOET HENNESSY LOUIS ADR	27,591	32,652
MERCK KGAA SPON ADR	21,826	26,598
MITSUBISHI ESTATE LTD ADR ADR	32,090	36,143
MURATA MFG CO LTD ADR	17,258	22,355
NESTLE S A SPONSORED ADR REPSTG REG SHS SWITZ ADR	36,981	36,077
NIDEC CORP ADR	41,084	30,550
NINTENDO LTD ADR NEW JAPAN ADR	32,179	38,788
NOVARTIS AG SPON ADR	24,621	31,604
PUMA SE UNSPONSORED ADR	33,606	28,549
ROCHE HLDG LTD SPONS ADR SWITZADR	50,174	50,831
RWE AG ADR	36,901	38,689
SANTOS LTD SPON ADR	40,448	35,131
SAP SE SPON ADR	28,158	36,174
SINGAPORE TELECOM LTD NEW 2006SPON ADR	31,620	31,119
SONY GROUP CORP SPONSORED ADR	36,043	33,236
SSE PLC SPON ADR	34,636	37,832
SUNCOR ENERGY INC NEW CAD	38,288	36,750
TAIWAN SEMICONDUCTOR MFG CO LTD ADR	24,034	34,424
TERUMO CORP ADR	34,018	38,165
TOKYO ELECTRON LTD ADR	16,481	28,606
TOTALENERGIES SE SPON ADR	31,878	32,073
UCB SA ADR	44,401	32,656
ABBVIE INC COM	63,152	66,017
AGEAS SPON ADR	41,859	44,010
APPLE INC	74,984	81,055
BAE SYSTEMS PLC SPON ADR	97,685	108,871
BANKINTER SA SPON ADR	79,042	77,534
BROADCOM INC	61,002	79,254
CARLSBERG AS SPON ADR	98,522	96,121
COCA COLA CO COM	32,298	35,240
DAITO TRUST CONS SPON ADR	46,166	49,377
DEVON ENERGY CORP NEW	80,821	79,230
EQUINOR ASA SPON ADR	40,927	38,189
EVOLUTION AB UNSPONSORED ADR	87,139	98,274
FERGUSON PLC	46,355	53,673
FLUTTER ENTMT PLC ADR	63,259	67,133
GLAXO WELLCOME PLC SPON ADR	46,066	45,769
GRUPO FINANCIERO BANORTE SPON ADR	106,243	127,333
HUBBELL INC	72,603	77,627
INTUIT	74,666	86,254
KB FINL GROUP INC SPON ADR	78,113	76,369
LAMAR ADVERTISING CO NEW CL A	24,285	31,884
LENOVO GROUP LTD SPON ADR	61,431	77,924
LUKOIL PJSC SPON ADR	5,960	0
MDC HOLDINGS INC DEL	82,009	112,213
MERCK & CO INC COM	63,397	66,720
METSO OYJ ADR	42,212	41,041
MICROSOFT CORP	100,475	115,068
OPEN TEXT CORP CAD	55,263	65,383
PUBLICIS GROUPE S.A. NEW SPON ADR	102,814	123,432
RELIANCE STEEL & ALUMINUM CO	60,184	65,725
REXEL SA UNSPONSORED ADR	42,438	52,512
TAIWAN SEMICONDUCTOR MFG CO LTD ADR	43,632	50,232
UNITEDHEALTH GROUP INC	72,913	73,179
WATSCO INC	29,681	31,707
CF INDUSTRIES HOLDINGS INC	23,131	19,637
CSX CORP	19,131	42,124
EMERSON ELECTRIC CO	27,661	56,549
TEXTRON INC	36,976	41,738
UNITED AIRLINES HOLDINGS INC	61,203	52,235
AT &T INC	69,648	62,690
ALPHABET INC CL C	40,173	42,420
AMAZON.COM INC	88,420	155,739
BOOKING HOLDINGS INC	23,842	31,925
COMCAST CORP-CL	18,715	18,680
GENERAL MOTORS	17,571	18,176
NETFLIX INC	50,846	74,980
OREILLY AUTOMOTIVE INC	37,566	65,556
ROYAL CARIBBEAN GROUP	17,312	23,826
UNITED RENTALS INC	40,647	64,223
WYNN RESORTS LTD	35,949	34,440
PROCTER & GAMBLE CO	22,608	52,168
COCA-COLA CO/THE	12,192	15,499
KROGER CO	18,884	17,827
ALTRIA GROUP INC	28,058	27,108
EXXON MOBIL CORP	33,914	40,492
SLB	32,488	33,566
BERKSHIRE HATHAWAY INC-CL B	75,561	104,858
CAPITAL ONE FINANCIAL CORP	19,159	25,831
CARLYLE GROUP INC/THE	26,484	34,627
DISCOVER FINANCIAL SERVICE	21,957	28,887
EVEREST RE GROUP LTD	16,627	27,226
JPMORGAN CHASE & CO	28,491	70,932
PUBLIC STORAGE INC REIT	50,868	73,810
S&P GLOBAL INC	33,423	80,175
SYNCHRONY FINANCIAL	121,976	129,846
WELLS FARGO & COMPANY	77,897	98,194
ALIGN TECHNOLOGY INC	24,103	33,428
BIOGEN INC	61,125	54,083
CORTEVA INC	33,223	45,812
JOHNSON & JOHNSON	49,708	53,762
MEDTRONIC PLC	15,668	16,229
UNITEDHEALTH GROUP INC	10,112	66,335
VIATRIS INC-W/I	17,417	19,570
WEST PHARMACEUTICAL SERVICES	22,043	29,226
APPLE INC COM	50,959	83,751
APPLIED MATERIALS INC	36,322	55,104
CADENCE DESIGN SYS INC	46,831	92,333
MICRON TECHNOLOGY INC	69,343	97,714
MICROSOFT CORP	96,800	150,792
SS&C TECHNOLOGIES HOLDINGS	35,227	30,799
TEXAS INSTRUMENTS INC	27,783	49,604
VERISIGN INC	22,682	23,891
EVERGY INC	37,340	28,658
NISOURCE INC	57,358	57,720
UTILITIES SECTOR SPDR FUND ETF	98,554	189,990
VANGUARD DIVIDEND APP ETF	154,061	553,800
ABBVIE INC	86,671	209,984
AES CORP	92,396	66,297
ALERIAN MLP ETF	301,976	292,793
AMERICAN ELECTRIC POWER CO	141,807	245,934
APOLLO GLOBAL MGT LLC	35,700	190,946
BANKAMERICA CORPORATION	83,273	155,421
BLACKSTONE GROUP LP	60,761	295,356
CONSTELLATION ENERGY	93,481	125,657
CVS CAREMARK CORP	68,659	102,648
DOMNINION ENERGY	93,226	74,683
FIRST ENERGY	91,152	82,485
KKR & CO LP	103,093	352,444
MICROSOFT CORPORATION	51,067	534,353
NEXTERA ENERGY, INC.	301,706	242,960
OGE ENERGY	92,721	83,832
PHILIP MORRIS INTL INC.	200,406	178,752
SCHLUMBERGER LTD.	100,036	81,911
UTILITIES SECTOR SPDR FUND ETF	150,929	188,723
VANGUARD DIVIDEND APP ETF	189,947	555,602
VANGUARD INDEX FUNDS SMALL-CAP ETF	185,481	319,995
VANGUARD INTL EQUITY EMERGING MKT ETF	174,245	164,400
VERIZON COMMUNICATIONS INC. COM	50,184	38,303
VISTRA CORP	91,310	149,265
SOUTHERN CO	93,299	97,327

- TIN:

TY 2023 InvestmentsOtherSchedule2

Name:

MARY K OXLEY FOUNDATION

EIN:

27-0577885

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
UBS INSURED SWEEP PROGRAM	AT COST	97,955	97,955
UBS INSURED SWEEP PROGRAM	AT COST	112,252	102,342
UBS INSURED SWEEP PROGRAM	AT COST	29,817	29,817
UBS INSURED SWEEP PROGRAM	AT COST	20,189	20,189
UBS INSURED SWEEP PROGRAM	AT COST	16,282	16,282
UBS INSURED SWEEP PROGRAM	AT COST	23,207	23,207
TEGNA INC NTS B/E 0BP RATE 04.625% MATURES 03/15/28 (CUSIP:87901JAJ4)	AT COST	2,550	2,802
CASH CAVANAL HILL GOVT SEC MMKT-SEL #0084	AT COST	24,603	24,603
VANGUARD REIT VIPERS MUTUAL FD	AT COST	117,136	301,573
UBS BANK USA BUS ACCT	AT COST	52,466	52,462
UBS BANK USA BUS ACCT	AT COST	33,837	33,837
FEDERATED HERMES U.S. TREASURY CASH RESERVESIS	AT COST	29,221	29,221
GOLDMAN SACHS TREASURY INSTRUMENTS	AT COST	76,990	76,990

- TIN:

TY 2023 OtherExpensesSchedule

Name:

MARY K OXLEY FOUNDATION

EIN:

27-0577885

Description	Revenue and Expenses per Books	Net Investment Income	Disbursements for Charitable Purposes
OVERHEAD EXPENSE	398,100	199,050	199,050
MISCELLANEOUS EXPENSE	4,816	2,408	2,408
OFFICE EXPENSE	4,068	2,034	2,034
SEMINAR/CONFERENCE EXPENSE	775	387	387

- TIN:

TY 2023 OtherIncomeSchedule2

Name:

MARY K OXLEY FOUNDATION

EIN:

27-0577885

Description	Revenue And Expenses Per Books	Net Investment Income	Adjusted Net Income
MISCELLANEOUS INCOME	4,758	4,758	4,758

- TIN:

TY 2023 OtherProfessionalFeesSchedule

Name:

MARY K OXLEY FOUNDATION

EIN:

27-0577885

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
INVESTMENT SERVICES	142,679	142,679		0

- TIN:

TY 2023 TaxesSchedule

Name:

MARY K OXLEY FOUNDATION

EIN:

27-0577885

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
FEDERAL EXCISE TAX	28,810	0		0
FOREIGN TAX	17,005	17,005		0