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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 07-01-2024 , and ending 06-30-2025
Name of foundation
THE OLIVER DEWEY MAYOR FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 1620
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
TULSA, OK741011620
A Employer identification number

75-1864630
B Telephone number (see instructions)

(918) 619-1527
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$18,594,565J 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... 275,696 271,346  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 282,577
b Gross sales price for all assets on line 6a 987,749
7 Capital gain net income (from Part IV, line 2)... 282,577
8 Net short-term capital gain......... 0
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
37,008 5,355  
12 Total. Add lines 1 through 11........ 595,281 559,278  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 137,321 102,991   34,330
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
37,397 0 0 37,397
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,750 0 0 1,750
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
72,864 72,864   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
29,739 8,926   11,505
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 279,071 184,781 0 84,982
25 Contributions, gifts, grants paid....... 534,259 534,259
26 Total expenses and disbursements. Add lines 24 and 25 813,330 184,781 0 619,241
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -218,049
b Net investment income (if negative, enter -0-) 374,497
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 707,036 747,099 747,099
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
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 arrow0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 235,386 Click to see attachment
List of Attached Documents:
// Content
207,077 		209,013
b Investments—corporate stock (attach schedule)....... 4,093,872 Click to see attachment
List of Attached Documents:
// Content
4,196,560 		6,018,784
c Investments—corporate bonds (attach schedule)....... 2,677,440 Click to see attachment
List of Attached Documents:
// Content
2,385,859 		2,282,758
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).......... 1,184,229 Click to see attachment
List of Attached Documents:
// Content
1,134,304 		1,256,911
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
879,321 		Click to see attachment
List of Attached Documents:
// Content
879,321 		Click to see attachment
List of Attached Documents:
// Content
8,080,000
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 9,777,284 9,550,220 18,594,565
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
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........... 9,777,284 9,550,220
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 9,777,284 9,550,220
30 Total liabilities and net assets/fund balances (see instructions). 9,777,284 9,550,220
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
9,777,284
2
Enter amount from Part I, line 27a .....................
2
-218,049
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
14,446
4
Add lines 1, 2, and 3 ..........................
4
9,573,681
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
23,461
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
9,550,220
Form 990-PF (2024)
Form 990-PF (2024)
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 9. ALNYLAM PHARMACEUTICALS INC   2023-08-03 2024-07-23
b 26. ALNYLAM PHARMACEUTICALS INC   2022-04-14 2024-07-23
c 70. AMPHENOL CORP NEW CL A   2018-11-15 2024-07-23
d 34. FORTIVE CORP   2024-02-14 2024-07-23
e 72. PURE STORAGE INC   2021-04-28 2024-07-23
38. DEXCOM INC   2024-04-10 2024-08-01
61. DEXCOM INC   2023-07-05 2024-08-01
35. AIRBNB INC   2021-08-05 2024-08-21
15. PALO ALTO NETWORKS   2023-02-23 2024-09-09
120000. US TREAS NOTE @ 0.375% 09/15/2024   2022-10-11 2024-09-16
69. FORTIVE CORP   2024-01-11 2024-09-18
24. FORTIVE CORP   2023-10-12 2024-09-18
46. SNOWFLAKE INC   2024-07-23 2024-09-18
16. SNOWFLAKE INC   2024-01-11 2024-09-18
120000. US TREAS NOTE @ 4.250% 09/30/2024   2022-10-03 2024-09-30
2. INTUITIVE SURGICAL INC   2023-04-26 2024-10-10
9. INTUITIVE SURGICAL INC   2023-04-26 2024-10-10
4. LULULEMON ATHLETICA INC   2024-04-10 2024-10-10
19. LULULEMON ATHLETICA INC   2018-12-19 2024-10-10
12. AXON ENTERPRISE INC   2023-10-12 2024-10-18
57. ON HOLDING AG-A   2024-02-28 2024-10-18
.302 MAGNERA CORP   2022-10-04 2024-11-07
58. MONSTER BEVERAGE CORP   2018-08-14 2024-11-07
20. MONSTER BEVERAGE CORP   2018-08-14 2024-11-07
215. OPTION CARE HEALTH INC   2023-07-05 2024-11-07
41. OPTION CARE HEALTH INC   2024-09-18 2024-11-07
34. OPTION CARE HEALTH INC   2023-07-05 2024-11-07
6.9076 MAGNERA CORP   2024-03-11 2024-11-15
9.0924 MAGNERA CORP   2022-10-04 2024-11-15
83. AZEK CO INC/THE   2023-06-28 2024-11-20
28. AZEK CO INC/THE   2023-06-28 2024-11-20
13. CAPITAL ONE FINL CORP   2023-05-05 2024-11-20
16. CAPITAL ONE FINL CORP   2022-10-04 2024-11-20
9. CAPITAL ONE FINL CORP   2022-10-04 2024-11-20
11. COHERENT CORP   2024-06-25 2024-11-20
1. COMCAST CORP-CL A   2024-03-11 2024-11-20
13. COMCAST CORP-CL A   2022-03-10 2024-11-20
40. COMCAST CORP-CL A   2020-09-03 2024-11-20
10. CORNING INC   2022-03-10 2024-11-20
11. CORTEVA INC   2023-01-10 2024-11-20
64. DISCOVER FINANCIAL SERVICE   2023-05-05 2024-11-20
30. DISCOVER FINANCIAL SERVICE   2023-06-28 2024-11-20
17. LABCORP HOLDINGS INC   2021-06-29 2024-11-20
6. LABCORP HOLDINGS INC   2021-06-29 2024-11-20
7. MICRON TECHNOLOGY INC   2023-06-28 2024-11-20
18. NORDSTROM INC   2023-06-28 2024-11-20
20. OWENS CORNING INC   2022-10-04 2024-11-20
7. OWENS CORNING INC   2022-10-04 2024-11-20
8. SYNCHRONY FINANCIAL   2023-01-10 2024-11-20
11. WAL-MART STORES C/S   2023-06-28 2024-11-20
20. ARISTA NETWORKS INC   2022-03-17 2025-01-13
5. ARISTA NETWORKS INC   2022-11-14 2025-01-13
1. AXON ENTERPRISE INC   2023-11-15 2025-01-13
4. AXON ENTERPRISE INC   2023-11-15 2025-01-13
8. INSULET CORP   2023-11-15 2025-01-13
2. INSULET CORP   2023-11-15 2025-01-13
17. INTUITIVE SURGICAL INC   2023-11-15 2025-01-13
5. INTUITIVE SURGICAL INC   2023-04-05 2025-01-13
86. MONSTER BEVERAGE CORP   2020-03-26 2025-01-13
24. MONSTER BEVERAGE CORP   2020-03-26 2025-01-13
42. PALO ALTO NETWORKS   2019-05-31 2025-01-13
12. PALO ALTO NETWORKS   2018-11-30 2025-01-13
58. XYLEM INC   2024-04-10 2025-01-13
16. XYLEM INC   2024-02-28 2025-01-13
43. ON HOLDING AG-A   2024-01-11 2025-01-13
5. ON HOLDING AG-A   2024-01-11 2025-01-13
74. PINTEREST INC   2024-02-28 2025-02-06
63. PINTEREST INC   2024-01-11 2025-02-06
39. PINTEREST INC   2024-04-10 2025-02-06
92. PINTEREST INC   2024-01-11 2025-02-06
12. ABBOTT LABORATORIES   2024-11-20 2025-02-18
11. ALLSTATE CORP   2024-11-20 2025-02-18
8. AVIS BUDGET GROUP INC   2023-06-28 2025-02-18
6. AVIS BUDGET GROUP INC   2023-06-28 2025-02-18
13. AZEK CO INC/THE   2023-11-20 2025-02-18
10. AZEK CO INC/THE   2023-11-20 2025-02-18
20. BK OF NEW YORK MELLON CORP   2024-11-20 2025-02-18
11. CVS CORP   2022-10-04 2025-02-18
1. CVS CORP   2024-03-11 2025-02-18
13. CVS CORP   2022-10-04 2025-02-18
22. COTERRA ENERGY INC   2024-06-25 2025-02-18
26. COTERRA ENERGY INC   2024-06-25 2025-02-18
9. CAPITAL ONE FINL CORP   2023-11-20 2025-02-18
16. COHERENT CORP   2024-06-25 2025-02-18
19. COHERENT CORP   2024-06-25 2025-02-18
15. CORTEVA INC   2023-01-10 2025-02-18
13. CORTEVA INC   2023-01-10 2025-02-18
5. FTI CONSULTING INC COM   2024-11-20 2025-02-18
6. FTI CONSULTING INC COM   2024-11-20 2025-02-18
1. INTEL CORP   2024-03-11 2025-02-18
52. INTEL CORP   2020-09-03 2025-02-18
43. INTEL CORP   2023-11-20 2025-02-18
14. INTERNATIONAL BUSINESS MACHINES   2022-10-04 2025-02-18
1. INTERNATIONAL BUSINESS MACHINES   2024-03-11 2025-02-18
10. INTERNATIONAL BUSINESS MACHINES   2020-09-03 2025-02-18
10. LAMAR ADVERTISING CO REIT   2023-11-20 2025-02-18
9. LAMAR ADVERTISING CO REIT   2022-10-04 2025-02-18
48. MICRON TECHNOLOGY INC   2023-06-28 2025-02-18
40. MICRON TECHNOLOGY INC   2023-06-28 2025-02-18
22. NEXTERA ENERGY INC   2024-11-20 2025-02-18
3. PROGRESSIVE CORP OHIO COM   2024-06-25 2025-02-18
1. SBA COMMUNICATIONS CORP REIT   2024-06-25 2025-02-18
7. SBA COMMUNICATIONS CORP REIT   2023-06-28 2025-02-18
10. SBA COMMUNICATIONS CORP REIT   2022-10-04 2025-02-18
2. SAIA INC   2024-03-11 2025-02-18
2. SHERWIN-WILLIAMS CO   2024-06-25 2025-02-18
12. TRADEWEB MARKETS INC   2024-11-20 2025-02-18
45. UIPATH INC   2024-03-11 2025-02-18
36. UIPATH INC   2024-03-11 2025-02-18
8. VERALTO CORP   2022-10-04 2025-02-18
7. VERALTO CORP   2023-06-28 2025-02-18
29. VIRTU FINANCIAL INC   2024-11-20 2025-02-18
70. EXACT SCIENCES CORP   2024-07-23 2025-02-20
22. EXACT SCIENCES CORP   2024-07-23 2025-02-20
91. EXACT SCIENCES CORP   2023-01-24 2025-02-20
12. TRADE DESK INC   2024-11-07 2025-02-26
67. TRADE DESK INC   2025-02-06 2025-02-26
19. AMPHENOL CORP NEW CL A   2024-11-07 2025-03-03
124. AMPHENOL CORP NEW CL A   2020-03-26 2025-03-03
12. APPLOVIN CO-CL A   2025-02-27 2025-03-03
83. ARISTA NETWORKS INC   2022-06-22 2025-03-03
4. AXON ENTERPRISE INC   2024-05-16 2025-03-03
21. AXON ENTERPRISE INC   2024-02-14 2025-03-03
150. CHIPOTLE MEXICAN GRILL - CL A   2023-05-03 2025-03-03
114. COHERENT CORP   2025-02-20 2025-03-03
39. CROWDSTRIKE HOLDINGS INC   2024-09-09 2025-03-03
71. DATADOG INC   2024-09-18 2025-03-03
290. DRAFTKINGS INC   2025-01-13 2025-03-03
21.99987 EVERCORE INC - CL A   2025-02-26 2025-03-03
8.00013 EVERCORE INC - CL A   2025-02-20 2025-03-03
116. FASTENAL CO   2025-01-13 2025-03-03
44. GLAUKOS CORP   2025-01-13 2025-03-03
169. GUARDANT HEALTH INC   2025-02-26 2025-03-03
18. HUBSPOT INC   2024-06-20 2025-03-03
13. INSULET CORP   2024-06-20 2025-03-03
30. INSULET CORP   2023-11-15 2025-03-03
19. IQVIA HOLDINGS INC   2024-08-01 2025-03-03
28. IQVIA HOLDINGS INC   2018-08-14 2025-03-03
17. KEYSIGHT TECHNOLOGIES INC WI   2025-01-13 2025-03-03
46. KEYSIGHT TECHNOLOGIES INC WI   2022-06-22 2025-03-03
165. NASDAQ INC   2025-01-13 2025-03-03
103. PROCEPT BIOROBOTICS CORP   2025-01-13 2025-03-03
43. PURE STORAGE INC   2025-01-13 2025-03-03
131. PURE STORAGE INC   2021-05-21 2025-03-03
159. SAMSARA INC   2025-01-13 2025-03-03
220. TRACTOR SUPPLY COMPANY   2025-01-13 2025-03-03
152. UBER TECHNOLOGIES INC   2020-09-11 2025-03-03
97. VERTIV HOLDINGS CO   2025-02-20 2025-03-03
83. ZILLOW GROUP INC   2025-02-06 2025-03-03
205. ON HOLDING AG-A   2024-02-28 2025-03-03
20. CYBERARK SOFTWARE LTD   2025-01-13 2025-03-03
5. NXP SEMICONDUCTOR NV   2024-05-16 2025-03-03
30. NXP SEMICONDUCTOR NV   2020-03-26 2025-03-03
13. AECOM   2025-02-18 2025-04-16
5. ADVANCED MICRO DEVICES INC COM   2024-06-25 2025-04-16
11. ADVANCED MICRO DEVICES INC COM   2024-06-25 2025-04-16
3. APPLIED MATLS INC   2024-06-25 2025-04-16
6. APPLIED MATLS INC   2024-06-25 2025-04-16
127. AZEK CO INC/THE   2023-11-20 2025-04-16
5. AZEK CO INC/THE   2023-06-28 2025-04-16
28. AZEK CO INC/THE   2023-06-28 2025-04-16
24. BRISTOL MYERS SQUIBB CO   2025-02-18 2025-04-16
33. COMCAST CORP-CL A   2023-06-28 2025-04-16
3. COMCAST CORP-CL A   2024-06-25 2025-04-16
67. COMCAST CORP-CL A   2023-06-28 2025-04-16
45. CONAGRA INC   2023-01-10 2025-04-16
21. CONAGRA INC   2023-11-20 2025-04-16
82. COPART INC COM   2024-06-25 2025-04-16
42. COPART INC COM   2024-06-25 2025-04-16
6. COPART INC COM   2024-06-25 2025-04-16
16. CORNING INC   2025-02-18 2025-04-16
12. CORNING INC   2022-07-13 2025-04-16
13. FEDERAL REALTY INVESTMENT TRUST   2025-02-18 2025-04-16
8. GILEAD SCIENCES INC   2024-03-11 2025-04-16
4. GILEAD SCIENCES INC   2021-08-11 2025-04-16
7. HERSHEY FOODS CORP   2024-06-25 2025-04-16
12. HERSHEY FOODS CORP   2024-06-25 2025-04-16
2. HERSHEY FOODS CORP   2024-06-25 2025-04-16
4. LEIDOS HOLDINGS INC   2022-10-04 2025-04-16
8. LEIDOS HOLDINGS INC   2023-01-10 2025-04-16
73. MDU RESOURCES GROUP INC   2025-02-18 2025-04-16
21. MANPOWER INC WIS   2023-05-05 2025-04-16
10. MANPOWER INC WIS   2023-11-20 2025-04-16
18. MAPLEBEAR INC   2024-03-11 2025-04-16
39. MAPLEBEAR INC   2024-03-11 2025-04-16
33. NORDSTROM INC   2025-02-18 2025-04-16
20. NORDSTROM INC   2023-06-28 2025-04-16
32. OMEGA HEALTHCARE INVS INC COM   2025-02-18 2025-04-16
14. PUBLIC SERVICE ENTERPRISE GROUP INC   2023-01-10 2025-04-16
30. PUBLIC SERVICE ENTERPRISE GROUP INC   2024-03-11 2025-04-16
16. SCHWAB CHARLES CORP NEW   2025-02-18 2025-04-16
12. SYNCHRONY FINANCIAL   2025-02-18 2025-04-16
12. SYNCHRONY FINANCIAL   2024-03-11 2025-04-16
8. VIRTU FINANCIAL INC   2024-11-20 2025-04-16
5. VIRTU FINANCIAL INC   2024-11-20 2025-04-16
4. VIRTU FINANCIAL INC   2024-11-20 2025-04-16
10. WAL-MART STORES C/S   2021-08-11 2025-04-16
8. WAL-MART STORES C/S   2025-02-18 2025-04-16
4. WAL-MART STORES C/S   2024-03-11 2025-04-16
9. WAL-MART STORES C/S   2020-09-03 2025-04-16
47. TECHNIPFMC PLC   2025-02-18 2025-04-16
59. BERRY GLOBAL GROUP INC   2024-03-11 2025-04-30
.75 AMCOR PLC   2023-11-20 2025-05-05
1. DISCOVER FINANCIAL SERVICE   2024-06-25 2025-05-20
39. DISCOVER FINANCIAL SERVICE   2023-11-20 2025-05-20
2. CROWNCASTLE INC.   2025-03-19 2025-05-22
4. CROWNCASTLE INC.   2025-03-19 2025-05-22
4. DOW INC   2025-03-19 2025-05-22
5. DOW INC   2025-03-19 2025-05-22
165. NORDSTROM INC   2024-03-11 2025-05-22
3. ONEOK INC NEW   2025-03-19 2025-05-22
4. ONEOK INC NEW   2025-03-19 2025-05-22
.768 CAPITAL ONE FINL CORP   2023-11-20 2025-06-05
.058 CAPITAL ONE FINL CORP   2025-03-19 2025-06-05
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 2,124   1,680 444
b 6,135   4,390 1,745
c 4,673   1,571 3,102
d 2,613   2,716 -103
e 4,436   1,525 2,911
2,670   3,999 -1,329
4,286   7,409 -3,123
4,122   5,175 -1,053
5,088   1,715 3,373
120,000   111,309 8,691
5,241   5,093 148
1,817   1,844 -27
5,111   7,556 -2,445
1,776   3,174 -1,398
120,000   120,338 -338
974   591 383
4,383   2,362 2,021
1,094   1,400 -306
5,196   2,258 2,938
5,233   2,617 2,616
2,783   1,959 824
6   4 2
3,192   1,773 1,419
1,099   612 487
4,898   6,848 -1,950
935   1,292 -357
776   1,099 -323
120   132 -12
158   136 22
4,066   2,474 1,592
1,359   834 525
2,362   1,002 1,360
2,897   1,681 1,216
1,635   885 750
1,118   806 312
42   44 -2
549   580 -31
1,687   1,775 -88
472   394 78
642   670 -28
11,082   6,151 4,931
5,199   2,904 2,295
4,013   4,015 -2
1,416   1,417 -1
682   470 212
397   346 51
3,861   1,685 2,176
1,351   590 761
518   252 266
950   556 394
2,204   630 1,574
551   163 388
559   222 337
2,235   887 1,348
2,143   1,410 733
540   353 187
9,188   4,565 4,623
2,703   1,291 1,412
4,281   2,487 1,794
1,197   670 527
7,040   1,367 5,673
2,031   370 1,661
6,617   7,325 -708
1,820   2,015 -195
2,361   1,230 1,131
274   143 131
2,499   2,684 -185
2,127   2,375 -248
1,316   1,306 10
3,105   3,466 -361
1,555   1,392 163
2,088   2,174 -86
753   1,816 -1,063
564   1,360 -796
658   407 251
507   313 194
1,773   1,551 222
724   1,091 -367
66   76 -10
857   1,293 -436
612   607 5
722   718 4
1,822   962 860
1,429   1,171 258
1,699   1,392 307
969   914 55
840   791 49
948   994 -46
1,137   1,193 -56
26   45 -19
1,343   2,620 -1,277
1,108   1,964 -856
3,677   1,745 1,932
262   192 70
2,625   1,216 1,409
1,311   901 410
1,176   625 551
5,055   3,221 1,834
4,218   2,682 1,536
1,502   1,693 -191
790   630 160
205   194 11
1,437   1,589 -152
2,057   3,080 -1,023
1,004   1,141 -137
707   594 113
1,524   1,609 -85
657   1,085 -428
526   868 -342
783   764 19
684   593 91
1,075   1,069 6
3,296   4,230 -934
1,058   1,092 -34
4,374   4,996 -622
869   1,567 -698
4,873   7,847 -2,974
1,266   1,402 -136
8,263   2,238 6,025
4,209   3,908 301
7,667   2,100 5,567
2,131   1,166 965
11,189   4,847 6,342
8,239   5,232 3,007
8,663   9,078 -415
15,560   11,012 4,548
8,304   8,638 -334
12,832   12,237 595
5,299   5,774 -475
1,927   2,138 -211
8,798   8,426 372
5,279   6,667 -1,388
7,216   7,964 -748
13,140   11,076 2,064
3,547   2,544 1,003
8,186   5,289 2,897
3,566   4,651 -1,085
5,256   3,400 1,856
2,729   2,617 112
7,384   3,438 3,946
13,657   12,232 1,425
6,574   8,001 -1,427
2,266   2,684 -418
6,902   2,583 4,319
7,727   6,888 839
12,185   11,917 268
11,711   5,504 6,207
9,084   8,943 141
6,380   7,260 -880
9,848   5,945 3,903
7,359   6,803 556
1,100   1,360 -260
6,600   2,893 3,707
1,224   1,323 -99
450   792 -342
990   1,738 -748
421   698 -277
842   1,396 -554
5,857   3,976 1,881
233   149 84
1,293   834 459
1,204   1,306 -102
1,128   1,349 -221
103   115 -12
2,291   2,900 -609
1,148   1,817 -669
536   828 -292
4,872   4,507 365
2,542   2,308 234
363   330 33
662   843 -181
497   382 115
1,204   1,352 -148
846   639 207
423   275 148
1,176   1,313 -137
1,996   2,253 -257
333   376 -43
568   370 198
1,137   772 365
1,224   1,236 -12
1,037   1,477 -440
495   736 -241
751   629 122
1,629   1,361 268
793   803 -10
481   385 96
1,223   1,157 66
1,170   886 284
2,509   1,901 608
1,223   1,301 -78
570   781 -211
570   382 188
307   295 12
192   184 8
151   147 4
935   483 452
732   822 -90
366   216 150
821   433 388
1,178   1,457 -279
3,015   3,015  
7   6 1
96   126 -30
3,758   3,728 30
200   211 -11
400   422 -22
114   150 -36
142   187 -45
    3,165 -3,165
243   302 -59
323   403 -80
148   82 66
11   10 1
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
      178,795
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       444
b       1,745
c       3,102
d       -103
e       2,911
      -1,329
      -3,123
      -1,053
      3,373
      8,691
      148
      -27
      -2,445
      -1,398
      -338
      383
      2,021
      -306
      2,938
      2,616
      824
      2
      1,419
      487
      -1,950
      -357
      -323
      -12
      22
      1,592
      525
      1,360
      1,216
      750
      312
      -2
      -31
      -88
      78
      -28
      4,931
      2,295
      -2
      -1
      212
      51
      2,176
      761
      266
      394
      1,574
      388
      337
      1,348
      733
      187
      4,623
      1,412
      1,794
      527
      5,673
      1,661
      -708
      -195
      1,131
      131
      -185
      -248
      10
      -361
      163
      -86
      -1,063
      -796
      251
      194
      222
      -367
      -10
      -436
      5
      4
      860
      258
      307
      55
      49
      -46
      -56
      -19
      -1,277
      -856
      1,932
      70
      1,409
      410
      551
      1,834
      1,536
      -191
      160
      11
      -152
      -1,023
      -137
      113
      -85
      -428
      -342
      19
      91
      6
      -934
      -34
      -622
      -698
      -2,974
      -136
      6,025
      301
      5,567
      965
      6,342
      3,007
      -415
      4,548
      -334
      595
      -475
      -211
      372
      -1,388
      -748
      2,064
      1,003
      2,897
      -1,085
      1,856
      112
      3,946
      1,425
      -1,427
      -418
      4,319
      839
      268
      6,207
      141
      -880
      3,903
      556
      -260
      3,707
      -99
      -342
      -748
      -277
      -554
      1,881
      84
      459
      -102
      -221
      -12
      -609
      -669
      -292
      365
      234
      33
      -181
      115
      -148
      207
      148
      -137
      -257
      -43
      198
      365
      -12
      -440
      -241
      122
      268
      -10
      96
      66
      284
      608
      -78
      -211
      188
      12
      8
      4
      452
      -90
      150
      388
      -279
       
      1
      -30
      30
      -11
      -22
      -36
      -45
      -3,165
      -59
      -80
      66
      1
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 282,577
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  
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 5,206
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 5,206
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 5,206
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 4,692
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  
7 Total credits and payments. Add lines 6a through 6d.............. 7 4,692
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 514
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow0 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
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$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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 arrowTX
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 2024 or the taxable year beginning in 2024? 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
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 arrow  
14
The books are in care ofright arrowBANK OF TEXAS NA Telephone no.right arrow (918) 619-1527

Located atright arrowPO BOX 1620TULSAOK ZIP+4right arrow741011620
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 2024, 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 (2024)
Form 990-PF (2024)
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
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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
BANK OF TEXAS NA CORPORATE
20 		127,321    
PO BOX 1088
SHERMAN,TX75091
HORACE GROFF GOVERNOR
2 		1,500    
PO BOX 1088
SHERMAN,TX75091
MARK RUSSELL GOVERNOR
2 		500    
PO BOX 1088
SHERMAN,TX75091
CURT STUTZMAN GOVERNOR
2 		2,000    
PO BOX 1088
SHERMAN,TX75091
MARSHA W DOWNUM GOVERNOR
2 		2,000    
1477 SE 616 DR
LOCUST GROVE,OK74352
CHEYRL COHAGAN GOVERNOR
2 		2,000    
P O BOX 1088
SHERMAN,TX75091
ROBERT BENJAMIN SHERRER GOVERNOR
2 		2,000    
123 N HAYDEN STREET
CHOUTEAU,OK74337
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 (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............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  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
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
9,624,384
b
Average of monthly cash balances.......................
1b
812,055
c
Fair market value of all other assets (see instructions)................
1c
8,080,000
d
Total (add lines 1a, b, and c).........................
1d
18,516,439
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
18,516,439
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
277,747
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
18,238,692
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
911,935
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
911,935
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
5,206
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
5,206
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
906,729
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
906,729
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
906,729
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
619,241
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
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
619,241
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 906,729
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 530,425
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 0
b From 2020...... 0
c From 2021...... 0
d From 2022...... 0
e From 2023...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 619,241
a Applied to 2023, but not more than line 2a 530,425
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 2024 distributable amount..... 88,816
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		817,913
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 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020.... 0
b Excess from 2021.... 0
c Excess from 2022.... 0
d Excess from 2023.... 0
e Excess from 2024.... 0
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 e-mail address of the person to whom applications should be addressed:
DEBRA ROUND THE O D MAYOR FDN
C/O BANK OF TX 307 W WASHINGTON
SHERMAN,TX75090
(903) 813-5118
bThe form in which applications should be submitted and information and materials they should include:
WRITTEN APPLICATION DESCRIBING THE SPECIFIC NEEDS OF THE APPLICANT
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
GRANTS ARE PROVIDED TO QUALIFIED ORGANIZATIONS WITHIN MAYES COUNTY, OKLAHOMA OR GRAYSON COUNTY, TEXAS FOR CHARITABLE, SCIENTIFIC, LITERARY OR EDUCATIONAL PURPOSES.
Form 990-PF (2024)
Form 990-PF (2024)
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

COURT APPOINTED SPECIAL ADVOCATES

101 E JONES ST
SHERMAN,TX75090 		NONE PC GENERAL OPERATING 5,000

DENISON INDEPENDENT SCHOOL DISTRICT

1201 SOUTH RUSK AVENUE
DENISON,TX750206340 		NONE PC GENERAL OPERATING 8,400

DENISON PERFORMING ARTS

PO BOX 1035
DENISON,TX75021 		NONE PC GENERAL OPERATING 5,000

SHARE MINISTRIES INC

PO BOX 3725
SHERMAN,TX75091 		NONE PC GENERAL OPERATING 6,000

HABITAT FOR HUMANITY INTERNATIONAL INC

901 N GRAND AVENUE
SHERMAN,TX75090 		NONE PC GENERAL OPERATING 3,970

SHERMAN SYMPHONY ORCHESTRA ASSOCIATION

315 N TRAVIS SUITE D2
SHERMAN,TX75090 		NONE PC GENERAL OPERATING 5,000

ADAIR PUBLIC SCHOOLS

101 GEN HARLEY HUGHES AVE
ADAIR,OK74330 		NONE PC GENERAL OPERATING 25,000

CITY OF BELLS FIRE DEPARTMENT

203 S BROADWAY
BELLS,TX75414 		NONE GOV GENERAL OPERATING 20,000

WHITEWRIGHT PUBLIC LIBRARY

200 W GRAND ST
WHITEWRIGHT,TX75491 		NONE PC GENERAL OPERATING 1,000

BOY SCOUTS OF AMERICA

4295 S GARNETT ROAD
TULSA,OK74146 		NONE PC COMMUNITY SUPPORT 10,000

UNITED WAY OF GRAYSON COUNTY

PO BOX 1112
SHERMAN,TX750911112 		NONE PC SUPPORT CAMPAIGN 7,700

MAYES COUNTY HISTORICAL SOCIETY

PO BOX 969
PRYOR,OK74362 		NONE PC GENERAL OPERATING 8,500

ADAIR COMMUNITY FOR EXCELLENCE
IN EDUCATION FOUNDATION
PO BOX 731
ADAIR,OK74330 		NONE PC GENERAL OPERATING 32,600

GRAYSON GRAND CENTRAL STATION CENTER

P O BOX 3173
SHERMAN,TX75091 		NONE PC SUPPORT FOR STATION 10,000

MASTERKEY MINISTRIES OF GRAYSON CO INC

209 S FM 1417
SHERMAN,TX75092 		NONE PC COMMUNITY BENEFIT 11,000

DENISON MAIN STREET INC

300 W MAIN
DENISON,TX75020 		NONE PC COMMUNITY SUPPORT 5,000

HOUSE OF ELI

123 S RICKETTS ST
SHERMAN,TX75092 		NONE PC COMMUNITY SUPPORT 11,000

FRIENDS OF PRYOR CREEK LIBRARY

POB 311
PRYOR,OK74362 		NONE PC COMMUNITY SUPPORT 5,000

PRYOR AREA RESOURCE ALLIANCE INC

PO BOX 1352
PRYOR,OK74362 		NONE PC COMMUNITY BENEFIT 10,000

HOME RESCUE MISSION (PRYOR)

640 W GRAHAM
PRYOR,OK74361 		NONE PC GENERAL OPERATING 7,500

OSAGE-PLEASANT VIEW FIRE DEPT INC

P O BOX 481
PRYOR,OK74362 		NONE PC GENERAL OPERATING 85,000

BOYS AND GIRLS CLUB OF GREEN COUNTRY INC

1111 SE 9TH ST
PRYOR,OK74361 		NONE PC GENERAL OPERATING 10,000

WILLIAM W BARNES CHILDRENS
ADVOCACY CENTER
PO BOX 1889
CLAREMORE,OK74018 		NONE NONPROFIT COMMUNITY BENEFIT 5,000

OKLAHOMA PROJECT WOMAN INC
7146 S BRADEN AVE SUITE 300
OKLAHOMA PROJECT WOMAN INC
TULSA,OK74136 		NONE PC COMMUNITY BENEFIT 2,500

INDEPENDENT ORDER OF ODD FELLOWS

PO BOX 254
PRYOR,OK74361 		NONE PC COMMUNITY BENEFIT 5,000

PRYOR ROTARY FOUNDATION

PO BOX 961
PRYOR,OK74362 		NONE 501(C)(3) SUPPORT FOR 9,000

TRI-COUNTY SENIOR NUTRITION
PROJECT INC
4114 AIRPORT DR
DENISON,TX75020 		NONE PC SUPPORT FEEDING THE ELDERLY 30,000

TEXOMA FAMILY SHELTER

331 W MORTON ST
SHERMAN,TX75020 		NONE PC SUPPORT 10,000

GRAYSON COUNTY TEXAS

100 WEST HOUSTON STREET
SHERMAN,TX75090 		NONE PC GENERAL OPERATING 15,000

SHERMAN INDEPENDENT SCHOOL DISTRICT

2701 LOY LAKE ROAD
SHERMAN,TX75090 		NONE EO COMMUNITY SUPPORT 4,752

SHERMAN COMMUNITY PLAYERS

500 N ELM
SHERMAN,TX75090 		NONE PC COMMUNITY BENEFIT 10,000

CIVIL AIR PATROL TX-262

4331 AIRPORT DRIVE
DENISON,TX75020 		NONE PC GENERAL OPERATING 17,591

CHILD & FAMILY GUIDANCE CENTER OF TEXOMA

804 E PECAN GROVE ROAD
SHERMAN,TX75090 		NONE PC COMMUNITY BENEFIT 40,000

PRYOR MINISTRIES CENTER INC

PO BOX 401
PRYOR,OK74362 		NONE PC SUPPORT FOR 30,000

MISSIONARY CHURCH INTERNATIONAL INC

2305 W CRAWFORD ST
DENISON,TX75020 		NONE PC GENERAL OPERATING 5,000

TEXOMA BEHAVIORAL HEALTH

PO BOX 1331
SHERMAN,TX75091 		NONE PC COMMUNITY BENEFIT 15,000

BELLS ON BROADWAY

203 S BROADWAY ST
BELLS,TX75414 		NONE PC GENERAL OPERATING 20,000

MINISTERIAL ALLIANCE OF LOCUST

P O BOX 125
LOCUST GROVE,OK74352 		NONE PC GENERAL OPERATING 4,000

MAYES COUNTY MEDICAL CENTER AUXILIARY

111 N BAILEY ST
PRYOR,OK74361 		NONE PC GENERAL OPERATING 18,746
Total .................................right arrow 3a 534,259
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
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 ....     14 275,696  
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 ............ 		    18 282,577  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aFEDERAL TAX REFUND 		    1 31,653  
bBRAND ROAD (13.390     1 100  
cHUMPHREYS FUND I R     1 5,255  
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   595,281  
13Total. Add line 12, columns (b), (d), and (e)..................
13
595,281
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
THE OLIVER DEWEY MAYOR FOUNDATION
EIN:
75-1864630
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,750     1,750

TY 2024 InvestmentsCorpBondsSchedule
Name:
THE OLIVER DEWEY MAYOR FOUNDATION
EIN:
75-1864630
Name of Bond End of Year Book Value End of Year Fair Market Value
057071854 BAIRD AGGREGATE BD-I 382,860 388,317
256210105 DODGE & COX INC-I 543,546 492,808
31420B847 FEDERATED HERMES HI 229,103 223,323
693390882 PIMCO INTL BD USD HE 301,445 300,814
72201F490 PIMCO INC INST    
91282CCX7 US TREAS NOTE @ 0.37    
91282CFN6 US TREAS NOTE @ 4.25    
315916783 FIDELITY FLT RT HI I    
91282CJB8 US TREAS NOTE @ 5.00    
315917863 FIDELITY FLT RT HI I 100,004 98,394
72201F490 PIMCO INC-INST #1821 828,901 779,102

TY 2024 InvestmentsCorpStockSchedule
Name:
THE OLIVER DEWEY MAYOR FOUNDATION
EIN:
75-1864630
Name of Stock End of Year Book Value End of Year Fair Market Value
298706110 AMERICAN EUROPACIFIC    
233203595 DFA TARGETED VAL-INS 66,915 84,668
256219106 DODGE & COX STOCK-I 302,079 506,262
315911750 FIDELITY 500 INDX-IN 499,732 706,896
316071109 FIDELITY CONTRAFUND 294,014 601,087
46090E103 INVESCO QQQ TRUST SE 121,869 308,367
47803W703 JOHN HANCOCK DISC VA 355,833 486,550
55273H353 MFS VAL R6 403,664 512,600
921926200 VANGUARD EXPLORER AD 74,602 86,729
921937728 VANGUARD M/C GRWTH I 290,727 586,418
922908876 VANGUARD S/C INDX IN 117,188 150,974
053774105 AVIS BUDGET GROUP IN    
260003108 DOVER CORP 3,607 5,497
369550108 GENERAL DYNAMICS COR 6,391 10,791
445658107 HUNT (JB) TRANSPRT S 5,437 5,026
45167R104 IDEX CORP    
56418H100 MANPOWERGROUP INC    
690742101 OWENS CORNING INC 9,190 10,452
776696106 ROPER TECHNOLOGIES I 4,432 6,235
88579Y101 3M CO 3,722 5,937
98419M100 XYLEM INC    
053332102 AUTOZONE INC 5,855 11,137
05478C105 AZEK CO INC/THE    
169656105 CHIPOTLE MEXICAN GRI 782 898
237194105 DARDEN RESTAURANTS I 4,527 8,501
37045V100 GENERAL MOTORS 3,893 5,118
550021109 LULULEMON ATHLETICA    
580135101 MCDONALD'S CORP 3,408 4,383
608190104 MOHAWK INDUSTRIES IN 5,018 4,927
655664100 NORDSTROM INC    
08579W103 BERRY GLOBAL GROUP I    
651639106 NEWMONT CORP USD 1.6 3,396 4,253
680665205 OLIN CORP 4,817 2,772
126650100 CVS HEALTH CORPORATI 4,929 4,760
191216100 COCA COLA CO/THE 7,312 8,561
205887102 CONAGRA BRANDS INC    
427866108 HERSHEY CO/THE 4,656 4,149
457187102 INGREDION INC 6,353 7,323
487836108 KELLANOVA 2,349 2,863
61174X109 MONSTER BEVERAGE COR 511 564
742718109 PROCTER & GAMBLE CO 16,461 18,003
931142103 WALMART INC 12,743 22,098
0243Q107 ALNYLAM PHARMACEUTICA    
031162100 AMGEN INC 8,720 9,772
036752103 ELEVANCE HEALTH, INC 4,387 4,279
22052L104 CORTEVA INC    
235851102 DANAHER CORP 10,288 8,889
252131107 DEXCOM INC    
30063P105 EXACT SCIENCES CORP    
375558103 GILEAD SCIENCES INC 7,261 12,417
45784P101 INSULET CORP    
46120E602 INTUITIVE SURGICAL I    
46266C105 IOVIA HOLDINGS INC    
47810104 JOHNSON & JOHNSON 18,570 17,872
58933Y105 MERCK & CO INC/NJ 3,209 2,691
68404L201 OPTION CARE HEALTH I    
717081103 PFIZER INC 3,873 2,254
75886F107 REGENERON PHARMACEUT 3,913 3,150
883556102 THERMO FISHER SCIENT 8,167 6,082
91324P102 UNITEDHEALTH GROUP I 19,334 12,479
166764100 CHEVRON CORP 12,777 15,751
20825C104 CONOCOPHILLIPS 12,301 11,487
30231G102 EXXON MOBIL CORP 14,947 22,099
806857108 SLB 4,540 5,205
N6596X109 NXP SEMICONDUCTOR NV    
032095101 AMPHENOL CORP CL A 884 1,284
17275R102 CISCO SYSTEMS INC 12,515 17,276
192446102 COGNIZANT TECH SOLUT 2,794 2,887
219350105 CORNING INC 3,058 5,154
31620M106 FIDELITY NATIONAL IN 7,643 8,304
458140100 INTEL CORP 3,237 3,002
459200101 INTL BUSINESS MACHIN 3,039 3,537
49338L103 KEYSIGHT TECHNOLOGIE    
525327102 LEIDOS HOLDINGS INC 1,878 3,313
595112103 MICRON TECHNOLOGY IN 5,127 9,367
74624M102 PURE STORAGE INC    
92343E102 VERISIGN INC 2,254 3,466
26441C204 DUKE ENERGY CORP 4,864 5,546
636180101 NATIONAL FUEL GAS CO 7,239 9,318
744573106 PUBLIC SERVICE ENTER 5,667 7,829
92939U106 WEC ENERGY GROUP INC 2,161 2,397
009066101 AIRBNB INC    
040413106 ARISTA NETWORKS INC    
20030N101 COMCAST CORP CL A 8,445 9,636
697435105 PALO ALTO NETWORKS 757 819
872590104 T-MOBILE US INC 5,589 8,577
90353T100 UBER TECHNOLOGIES IN    
92343V104 VERIZON COMMUNICATIO 10,261 9,519
G3223R108 EVEREST GROUP, LTD 3,591 4,418
06505104 BANK OF AMERICA CORP 8,084 11,877
084670702 BERKSHIRE HATHAWAY I 22,059 33,518
14040H105 CAPITAL ONE FINANCIA 8,794 18,510
254709108 DISCOVER FINANCIAL S    
31620R303 FNF GROUP    
416515104 HARTFORD FINANCIAL S 4,397 9,515
46625H100 JPMORGAN CHASE & CO 19,617 39,138
631103108 NASDAQ INC 5,422 9,389
693475105 PNC FINANCIAL SERVIC 6,402 9,321
87165B103 SYNCHRONY FINANCIAL 3,042 6,674
902973304 US BACORP    
949746101 WELLS FARGO & COMPAN 8,498 12,819
29444U700 EQUINIX INC REIT 10,049 11,137
29476L107 EQUITY RESIDENTIAL R 2,311 2,632
512816109 LAMAR ADVERTISING RE    
74460D109 PUBLIC INC REIT    
78410G104 SBA COMMUNICATIONS C    
233203587 DFA EMERGING MKTS V    
315911727 FIDELITY INTL INDX-I 165,588 195,094
46434V803 SHARES CURRENCY HEDG 211,314 233,910
47103X484 JANUS HENDERSON GLBL 82,702 92,653
05464C101 AXON ENTERPRISE INC    
149123101 CATERPILLAR INC 6,939 8,152
19247G107 COHERENT CORP 3,898 5,085
34959J108 FORTIVE CORP    
384802104 WW GRAINGER INC 10,000 11,443
666807102 NORTHROP GRUMMAN COR 5,795 6,500
78709Y105 SAIA INC    
893641100 TRANSDIGM GROUP INC 10,569 12,165
92338C103 VERALTO CORP    
H5919C104 ON HOLDING AG-A    
217204106 COPART INC    
26142V105 DRAFTINGS INC    
969904101 WILLIAMS-SONOMA INC 2,436 2,614
824348106 SHERWIN-WILLIAMS CO 335 343
194162103 COLGATE-PALMOLIVE CO 7,728 7,181
00287Y109 ABBVIE INC 11,303 11,323
29261A100 ENCOMPASS HEALTH COR 4,531 6,499
504922105 LABCORP HOLDINGS INC 8,781 11,550
88033G407 TENET HEALTHCARE 2,720 3,520
127097103 COTERRA ENERGY INC    
G1151C101 ACCENTURE PLC-A 4,314 4,184
007903107 ADVANCED MICRO DEVIC    
038222105 APPLIED MATERIALS IN    
22788C105 CROWDSTRIKE HOLDINGS 380 509
443573100 HUBSPOT INC    
565394103 MAPLEBEAR INC    
573874104 MARVELL TECHNOLOGY I 1,705 1,935
79466L302 SALESFORCE INC 7,508 8,453
833445109 SNOWFLAKE INC    
90364P105 UIPATH INC    
049560105 ATMOS ENERGY CORP 2,461 3,236
72352L106 PINTEREST INC    
743315103 PROGRESSIVE CORP 1,904 1,868
001055102 AFLAC INC 760 738
002824100 ABBOTT LABORATORIES 4,449 5,032
00766T100 AECOM 1,930 2,144
009158106 AIR PRODUCTS & CHEMI 883 846
02079K107 ALPHABET INC CL C 7,396 7,805
02079K305 ALPHABET INC CL A 7,959 8,459
023135106 AMAZON.COM INC 9,190 10,311
025537101 AMERICAN ELECTRIC PO 740 726
025816109 AMERICAN EXPRESS CO 1,902 2,233
026874784 AMERICAN INT'L GROUP 758 770
03073E105 CENCORA INC 534 600
03076C106 AMERIPRISE FINANCIAL 502 534
032654105 ANALOG DEVICES 2,639 3,570
037833100 APPLE INC COM 21,251 20,107
039483102 ARCHER-DANIELS-MIDLA 281 317
052769106 AUTODESK INC 541 619
053015103 AUTOMATIC DATA PROCE 1,501 1,542
064058100 BK OF NEW YORK MELLO 7,265 8,473
075887109 BECTON DICKINSON & C 6,637 5,168
086516101 BEST BUY CO INC 2,381 2,618
110122108 BRISTOL-MYERS SQUIBB 2,497 2,129
11120U105 BRIXMOR PROPERTY GRO 4,528 4,661
11135F101 BROADCOM INC 2,767 3,859
12514G108 CDW CORP/DE 348 357
125523100 CIGNA GROUP 1,289 1,322
12572Q105 CME GROUP INC 1,329 1,378
126408103 CSX CORP 757 816
16411R208 CHENIERE ENERGY INC 684 731
172908105 CINTAS CORP 786 891
209115104 CONSOLIDATED EDISON 429 401
21037T109 CONSTELLATION ENERGY 1,893 2,582
21871X109 COREBRIDGE FINANCIAL 2,594 3,302
22052L104 CORTEVA INC 12,012 14,831
37833100 APPLE INC COM 26,565 32,205
231561101 CURTISS-WRIGHT CORP 5,840 8,794
233203587 AUTODESK INC 101,238 114,108
23345M107 DT MIDSTREAM INC 3,355 3,627
244199105 DEERE & CO 1,448 1,525
26875P101 EOG RESOURCES INC 876 837
278865100 ECOLAB INC 767 808
297178105 ESSEX PROPERTY TRUST 4,666 4,818
298706110 EUPAC FUND-F3 #0716 239,348 307,509
29977A105 EVERCORE INC - CL A 8,091 9,721
30303M102 META PLATFORMS INC 5,312 6,643
311900104 FASTENAL CO 460 504
313745101 FEDERAL REALTY INVES 2,389 2,185
31428X106 FEDEX CORP 2,871 3,182
31620R303 FIDELITY NATL FINL I 9,197 12,445
337738108 FISERV INC 1,328 1,034
363576109 ARTHUR J GALLAGHER & 980 960
366651107 GARTNER INC 450 404
370334104 GENERAL MILLS INC 416 363
38141G104 GOLDMAN SACHS GROUP 562 708
42809H107 HESS CORP 627 554
438516106 HONEYWELL INTERNATIO 1,683 1,863
45167R104 AUTODESK INC 4,938 4,389
452308109 ILLINOIS TOOL WORKS 1,029 989
45866F104 INTERCONTINENTAL EXC 4,847 5,688
494368103 KIMBERLY-CLARK CORP 557 516
49456B101 KINDER MORGAN INC/DE 530 559
501044101 KROGER CO 525 574
532457108 ELI LILLY & CO 9,254 8,575
539830109 LOCKHEED MARTIN CORP 1,409 1,389
552690109 MDU RESOURCES GROUP 3,114 3,067
571748102 MARSH & MCLENNAN COS 1,395 1,312
57636Q104 MASTERCARD INC - CLA 5,909 6,181
59156R108 METLIFE INC 500 483
594918104 MICROSOFT CORP 18,286 23,378
609207105 MONDELEZ INTL INC 1,086 1,146
615369105 MOODY'S CORP 924 1,003
617446448 MORGAN STANLEY 847 986
65339F101 NEXTERA ENERGY INC 3,792 3,679
654106103 NIKE INC -CL B 1,095 1,066
674599105 OCCIDENTAL PETROLEUM 387 336
681936100 AUTODESK INC 5,959 6,047
69047Q102 OVINTIV INC 3,591 4,147
69331C108 P G & E CORP 477 390
693718108 PACCAR INC 601 570
704326107 PAYCHEX INC 590 582
713448108 PEPSICO INC 2,659 2,377
74460D109 PUBLIC STORAGE INC R 6,602 6,455
760759100 REPUBLIC SERVICES IN 705 740
778296103 ROSS STORES INC 507 510
808513105 SCHWAB (CHARLES) COR 2,970 3,285
816851109 SEMPRA 568 606
828806109 SIMON PROPERTY GROUP 11,915 12,700
842587107 SOUTHERN CO 1,166 1,194
863667101 STRYKER CORP 1,141 1,187
871829107 SYSCO CORP 433 454
872540109 TJX COMPANIES INC 1,770 1,852
88160R101 TESLA INC 960 1,271
882508104 TEXAS INSTRUMENTS IN 733 830
892356106 TRACTOR SUPPLY COMPA 369 369
902973304 US BANCORP 6,205 8,100
907818108 AUTODESK INC 1,897 1,841
911312106 UNITED PARCEL SERVIC 472 404
92345Y106 VERISK ANALYTICS INC 581 623
92532F100 VERTEX PHARMACEUTICA 1,541 1,336
92556V106 VIATRIS INC-W/I 4,254 5,019
92826C839 VISA INC-CLASS A SHA 6,809 7,101
94106L109 WASTE MANAGEMENT INC 1,139 1,144
969457100 WILLIAMS COS INC 892 942
98389B100 XCEL ENERGY INC 492 477
98978V103 ZOETIS INC 655 624
G0250X107 AMCOR PLC 3,009 3,924
G0450A105 ARCH CAPITAL GROUP L 373 364
G29183103 EATON CORP PLC 299 357
G4474Y214 HENDERSON GROUP PLC 4,369 4,311
G54950103 LINDE PLC 2,294 2,346
G87110105 TECHNIPFMC PLC 3,785 4,374
G8994E103 TRANE TECHNOLOGIES P 705 875
H1467J104 CHUBB LTD 1,480 1,449

TY 2024 InvestmentsGovtObligationsSch
Name:
THE OLIVER DEWEY MAYOR FOUNDATION
EIN:
75-1864630
US Government Securities - End of Year Book Value:

207,077
US Government Securities - End of Year Fair Market Value:

209,013
State & Local Government Securities - End of Year Book Value:


 
State & Local Government Securities - End of Year Fair Market Value:


 


TY 2024 InvestmentsOtherSchedule2
Name:
THE OLIVER DEWEY MAYOR FOUNDATION
EIN:
75-1864630
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
25264S833 DIAMOND HILL LONG/SH AT COST 173,788 198,893
367829777 NATIXIS GATEWAY-N AT COST 141,586 211,367
BHALPHTE9 BREVAN HOWARD ALPHA AT COST 280,000 308,208
IAG212037 BRIDGE NET LEASE INC AT COST 285,854 285,854
SAC200761 HUMPHREYS FUND I REI AT COST 138,377 138,377
46641Q332 JPMORGAN EQUITY PREM AT COST 114,699 114,212

TY 2024 LegalFeesSchedule
Name:
THE OLIVER DEWEY MAYOR FOUNDATION
EIN:
75-1864630
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES - PRINCIPAL (ALLOCA 37,397     37,397


TY 2024 OtherAssetsSchedule
Name:
THE OLIVER DEWEY MAYOR FOUNDATION
EIN:
75-1864630
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
RE0052879 BRAND ROAD 13.3908 A 702,234 702,234 7,290,000
RE0082777 MEADOWDALE (5.3829 A 177,087 177,087 790,000


TY 2024 OtherDecreasesSchedule
Name:
THE OLIVER DEWEY MAYOR FOUNDATION
EIN:
75-1864630
Description Amount
MUTUAL FUND EARNINGS 1
K-1 ADJUSTMENT - HUMPHREYS FUND 5,255
BASIS ADJUSTMENT-HUMPHREYS FUND 18,205


TY 2024 OtherExpensesSchedule
Name:
THE OLIVER DEWEY MAYOR FOUNDATION
EIN:
75-1864630
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
WEB HOSTING 9,435 0   9,435
APPRAISAL FEES 4,500 4,500   0
NON-RENTAL EXPENSES 9,308 0   0
PARTNERSHIP INV MGMT FEES 4,426 4,426   0
WEBSITE MAINTENANCE 2,070 0   2,070


TY 2024 OtherIncomeSchedule2
Name:
THE OLIVER DEWEY MAYOR FOUNDATION
EIN:
75-1864630
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
FEDERAL TAX REFUND 31,653 0  
BRAND ROAD (13.3908 AC) 100 100  
HUMPHREYS FUND I REIT 5,255 5,255  


TY 2024 OtherIncreasesSchedule
Name:
THE OLIVER DEWEY MAYOR FOUNDATION
EIN:
75-1864630
Description Amount
ROUNDING 8
K-1 ADJUSTMENT - BRIDGE NET LEASE 4,426
BASIS ADJUSTMENT - BRIDGE NET LEASE 619
2023 TRANSACTIONS POSTED IN 2024 9,354
DIVIDEND REVERSED IN FY25-MICROSOFT CORP 39


TY 2024 TaxesSchedule
Name:
THE OLIVER DEWEY MAYOR FOUNDATION
EIN:
75-1864630
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 17 17   0
REAL ESTATE TAX ON NON-RENTAL 70,541 70,541   0
FOREIGN TAXES ON QUALIFIED FOR 1,994 1,994   0
FOREIGN TAXES ON NONQUALIFIED 312 312   0