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 01-01-2024 , and ending 12-31-2024
Name of foundation
GENAVE K ROGERS CHAR
 
Number and street (or P.O. box number if mail is not delivered to street address)P O BOX 152
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MOUNDS, OK74047
A Employer identification number

27-6040942
B Telephone number (see instructions)

(918) 527-3000
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$0J 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 96,309 96,309 96,309
4 Dividends and interest from securities... 440,510 440,510 440,510
5a Gross rents............ 77,612 77,612 77,612
b Net rental income or (loss) 77,612
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment
List of Attached Documents:
// Content
218,485
b Gross sales price for all assets on line 6a 2,215,282
7 Capital gain net income (from Part IV, line 2)... 114,688
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
336,353 333,627 336,353
12 Total. Add lines 1 through 11........ 1,169,269 1,062,746 950,784
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 160,711      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
4,200      
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
113,059      
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
73,159      
19 Depreciation (attach schedule) and depletion... 50,044    
20 Occupancy.............. 13,646      
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
24,836      
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 439,655 0   0
25 Contributions, gifts, grants paid....... 910,000 910,000
26 Total expenses and disbursements. Add lines 24 and 25 1,349,655 0   910,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -180,386
b Net investment income (if negative, enter -0-) 1,062,746
c Adjusted net income (if negative, enter -0-)... 950,784
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.............      
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
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)..........      
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
13,104,341 		Click to see attachment
List of Attached Documents:
// Content
12,923,955 		 
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 13,104,341 12,923,955 0
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........... 13,104,341 12,923,955
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)..... 13,104,341 12,923,955
30 Total liabilities and net assets/fund balances (see instructions). 13,104,341 12,923,955
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
13,104,341
2
Enter amount from Part I, line 27a .....................
2
-180,386
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
12,923,955
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
12,923,955
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.)
1a
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a
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
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 114,688
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 14,772
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  
3 Add lines 1 and 2........................... 3 14,772
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 14,772
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a  
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7  
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
8 831
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 15,603
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 arrow   Refundedright arrow 11  
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 arrowOK
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 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 arrowN/A
14
The books are in care ofright arrowDEBBIE BACON Telephone no.right arrow (918) 527-3000

Located atright arrow2488 E 81ST STTULSAOK ZIP+4right arrow74137
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)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
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
 
 
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
DEBBIE BACON TRUSTEE
40.00 		133,711 0 0
4299 CARTER ROAD
MOUNDS,OK74047
WILL KING TRUSTEE
1.00 		13,500 0 0
PO BOX 900
ALPHARETTA,GA30009
SHARON KING TRUSTEE
1.00 		13,500 0 0
1208 BRIAR HOLLOW
HUNTSVILLE,AL35802
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  
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 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 N/A  
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
16,001,279
b
Average of monthly cash balances.......................
1b
16,130
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
16,017,409
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
 
3
Subtract line 2 from line 1d.........................
3
16,017,409
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
240,261
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
15,777,148
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
788,857
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
788,857
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
14,772
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
14,772
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
774,085
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
774,085
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
774,085
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
910,000
b
Program-related investments—total from Part VIII-B..................
1b
 
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
910,000
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 7 774,085
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020...... 288,529
c From 2021...... 181,727
d From 2022...... 336,810
e From 2023...... 257,300
f Total of lines 3a through e ........ 1,064,366
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 910,000
a Applied to 2023, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2024 distributable amount..... 774,085
e Remaining amount distributed out of corpus 135,915
5 Excess distributions carryover applied to 2024.    
(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 1,200,281
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
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...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		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) ....... 		 
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		1,200,281
10 Analysis of line 9:
a Excess from 2020.... 288,529
b Excess from 2021.... 181,727
c Excess from 2022.... 336,810
d Excess from 2023.... 257,300
e Excess from 2024.... 135,915
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 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 (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

A NEW LEAF INC

2306 S 1ST PL
BROKEN ARROW,OK74012 		    EDUCATIONAL 50,000

A NEW LEAF INC

2306 S 1ST PL
BROKEN ARROW,OK74012 		    EDUCATIONAL 250,000

BIG BROTHERS BIG SISTERS

1401 S BOULDER AVE
SUITE 300
TULSA,OK74119 		    EDUCATIONAL 10,000

BRISTOW EDUCATION FOUNDATION

104 S MAIN
BRISTOW,OK74010 		    EDUCATIONAL 10,000

DREXEL ACADEMY

1 W 36TH ST N SUITE 3
TULSA,OK74106 		    EDUCATIONAL 25,000

DREXEL ACADEMY

1 W 36TH ST N SUITE 3
TULSA,OK74106 		    EDUCATIONAL 15,000

EDUCATION FOR SCHOLARS

11432 S JOPLIN AVE
TULSA,OK74137 		    EDUCATIONAL 10,000

GIRL SCOUTS OF EASTERN OKLAHOMA

4810 S 129TH E AVE
TULSA,OK74134 		    EDUCATIONAL 10,000

GLOBAL GARDENS

PO BOX 52034
TULSA,OK74152 		    EDUCATIONAL 10,000

RIVERFIELD COUNTRY DAY SCHOOL

2433 WEST 61ST ST
TULSA,OK74132 		    EDUCATIONAL 20,000

RIVERFIELD COUNTRY DAY SCHOOL

2433 WEST 61ST ST
TULSA,OK74132 		    EDUCATIONAL 15,000

SAN MIGUEL SCHOOL OF TULSA

2444 EAST ADMIRAL BOULEVA
TULSA,OK74110 		    EDUCATIONAL 45,000

SAN MIGUEL SCHOOL OF TULSA

2433 EAST ADMIRAL BOULEVA
TULSA,OK74110 		    EDUCATIONAL 15,000

THE CENTER FOR INDIVIDUALS WITH PHY

815 S UTICA AVE
TULSA,OK74104 		    EDUCATIONAL 10,000

THE LITTLE LIGHT HOUSE

5120 EAST 36TH ST
TULSA,OK74135 		    EDUCATION 55,000

TULSA BOY'S HOME
HOPE PLEDGE
PO BOX 1101
TULSA,OK74101 		    EDUCATIONAL 50,000

TULSA DAY CENTER

415 W ARCHER ST
TULSA,OK74103 		    EDUCATIONAL 5,000

TULSA GIRLS HOME

7315 S LEWIS AVE
TULSA,OK74136 		    EDUCATIONAL 15,000

UNIVERSITY OF TULSA

800 SOUTH TUCKER
TULSA,OK74104 		    EDUCATIONAL 250,000

UNIVERSITY OF TULSA
MECHANICAL ENGINEERING
800 SOUTH TUCKER DR
TULSA,OK74104 		    EDUCATIONAL 15,000

UNIVERSITY OF TULSA
LESLIE ROGERS SCHOLARSHIPS
800 SOUTH TUCKER DR
TULSA,OK74104 		    EDUCATIONAL 25,000
Total .................................right arrow 3a 910,000
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
aTRUST COMPANY OF OKLAHOMA          
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		        96,309
4 Dividends and interest from securities ....         440,510
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         77,612
7 Other investment income .....         333,627
8 Gain or (loss) from sales of assets other than
inventory ............ 		        218,485
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aREVOCABLE TRUST K-1 		        2,726
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..     1,169,269
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,169,269
(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:
GENAVE K ROGERS CHAR
EIN:
27-6040942
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INDIRECT ACCOUNTING FEES 4,200      

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

TY 2024 GainLossSaleOtherAssetsSch
Name:
GENAVE K ROGERS CHAR
EIN:
27-6040942
Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
150 SH AUTODESK INC 2023-09 PURCHASE 2024-09   37,517 30,815     6,702  
200 SH BECTON DICKINSON & CO 2023-09 PURCHASE 2024-03   47,028 53,184     -6,156  
500 SH COMCAST CORP-CL A 2023-09 PURCHASE 2024-08   19,550 22,834     -3,284  
500 SH COMCAST CORP-CL A 2023-09 PURCHASE 2024-09   19,737 22,834     -3,097  
7 SH EDWARD LIFESCIENCES 2024-07 PURCHASE 2024-12   528 610     -82  
9 SH ISHARES SEMICONDUCTOR ETF 2024-06 PURCHASE 2024-12   1,993 2,180     -187  
200 SH MEDTRONIC PLC 2023-09 PURCHASE 2024-08   16,144 16,113     31  
200 SH MEDTRONIC PLC 2023-09 PURCHASE 2024-09   17,940 16,113     1,827  
5 SH TAIWAN SEMICONDUCTOR MFG CO LTD 2024-11 PURCHASE 2024-12   1,007 1,002     5  
5882.353 SH VANGUARD INTER TERM CORP 2023-06 PURCHASE 2024-04   50,000 49,588     412  
4915.855 SH VANGUARD SHORT TERM CORP 2023-06 PURCHASE 2024-04   49,994 49,208     786  
10 VANGUARD UTILITIES ETF 2024-11 PURCHASE 2024-12   1,639 1,693     -54  
2 SH VEEVA SYS INC 2024-11 PURCHASE 2024-12   425 437     -12  
3 SH WORKDAY INC CL A 2024-11 PURCHASE 2024-12   796 766     30  
5 SH ZOETIS INC 2024-09 PURCHASE 2024-12   820 932     -112  
5 SH ACCENTURE PLC IRELAND SHS CL A 2023-09 PURCHASE 2024-12   1,779 1,586     193  
21 SH ALPHABET INC CL A 2023-09 PURCHASE 2024-12   4,046 2,760     1,286  
75000 SH ALTRIA GROUP INC 2022-08 PURCHASE 2024-01   75,000 75,000        
9 SH AMAZON COM INC 2023-09 PURCHASE 2024-12   2,008 1,178     830  
65000 SH AMERICAN HONDA MTN 2022-03 PURCHASE 2024-09   65,000 65,000        
3 SH AON PLC 2021-10 PURCHASE 2024-12   1,079 872     207  
6 SH APPLE COMPUTER 2023-03 PURCHASE 2024-12   1,531 963     568  
4 SH APPLIED MATERIALS 2023-09 PURCHASE 2024-12   667 550     117  
50000 SH BK OF NY MELLON CD 2023-03 PURCHASE 2024-10   50,000 50,000        
40000 SH BK OF NY MELLON CD 2023-03 PURCHASE 2024-09   40,000 40,000        
100000 SH BK OF NY MELLON CD 2023-03 PURCHASE 2024-09   100,000 100,000        
1 SH BLACKROCK INC 2023-09 PURCHASE 2024-12   1,045 665     380  
85000 SH BMO HARRIS BANK CD 2023-04 PURCHASE 2024-05   85,000 85,000        
25000 SH CAPITAL ONE FINL CO 2022-09 PURCHASE 2024-10   25,000 25,000        
55000 SH CHARLES SB SSB CD 2023-01 PURCHASE 2024-09   55,000 55,000        
55000 SH CHARLES SB SSB CD 2023-01 PURCHASE 2024-05   55,000 55,000        
40000 SH CHARLES SCHWAB BK CD 2023-03 PURCHASE 2024-04   40,000 40,000        
40000 SH CHARLES SCHWAB BK CD 2023-03 PURCHASE 2024-09   40,000 40,000        
5 SH CHEVRONTEXACO 2023-09 PURCHASE 2024-12   719 833     -114  
6 SH COSTCO WHOLESALE 2019-04 PURCHASE 2024-12   5,633 1,468     4,165  
42.841 SH DODGE & COX INTERNATIONAL 2022-12 PURCHASE 2024-12   2,150 1,834     316  
17 SH FISERV 2023-09 PURCHASE 2024-12   3,523 1,981     1,542  
4 SH HOME DEPOT 2023-09 PURCHASE 2024-12   1,571 1,228     343  
7 HONEYWELL INTL 2016-01 PURCHASE 2024-12   1,610 646     964  
19 SH INTERCONTINENTAL EXCHANGE 2023-03 PURCHASE 2024-12   2,846 1,868     978  
250 SH LKQ CORP 2021-05 PURCHASE 2024-08   9,908 12,393     -2,485  
250 SH LKQ CORP 2023-01 PURCHASE 2024-09   10,102 12,205     -2,103  
9 SH MCCORMICK & CO INC NON VTG 2023-09 PURCHASE 2024-12   691 694     -3  
13 SH MICROSOFT 2023-10 PURCHASE 2024-12   5,586 4,316     1,270  
40000 SH MORGAN STANLEY BK CD 2023-03 PURCHASE 2024-09   40,000 40,000        
60000 SH MORGAN STANLEY MTN 2022-02 PURCHASE 2024-10   60,000 60,000        
289.022 SH NORTHERN FUNDS MID-CAP IN 2023-03 PURCHASE 2024-12   6,015 5,367     648  
10 SH NOVARTIS AG SPONSORED ADR 2023-06 PURCHASE 2024-12   981 950     31  
26 SH PEPSICO 2022-09 PURCHASE 2024-12   3,972 4,807     -835  
3 SH S&P GLOBAL INC 2023-09 PURCHASE 2024-12   1,502 1,121     381  
70 SH SECTOR SPDR 2021-03 PURCHASE 2024-12   3,403 2,404     999  
35 SH SECTOR SPDR TR SHS BEN INT 2020-05 PURCHASE 2024-12   8,295 3,318     4,977  
2 SH SHERWIN WILLIAMS CO 2019-07 PURCHASE 2024-12   686 340     346  
142 SH SPDR COMMUNICATIONS SERVICES 2023-03 PURCHASE 2024-12   13,902 8,065     5,837  
8 SH SPDR CONSUMER DISCRETIONARY 2022-05 PURCHASE 2024-12   1,837 1,119     718  
11 SH SPDR CONSUMER STAPLES ETF 2022-02 PURCHASE 2024-12   871 823     48  
53 SH SPDR ENERGY SECTOR 2023-01 PURCHASE 2024-12   4,474 3,452     1,022  
55 SH SPDR INDUSTRIAL SECTOR 2022-02 PURCHASE 2024-12   7,314 5,383     1,931  
14 SH SPDR MATERIALS SECTOR 2021-02 PURCHASE 2024-12   1,188 1,038     150  
21.931 SH T ROWE PRICE MI-CAP GROWTH 2023-01 PURCHASE 2024-12   2,220 1,960     260  
6 SH THERMO ELECTRON 2018-08 PURCHASE 2024-12   3,148 1,413     1,735  
3915.427 SH THORNBURG LIMITED-TERM 2023-03 PURCHASE 2024-04   50,000 49,569     431  
7776.049 SH THORNBURG LIMITED-TERM 2023-01 PURCHASE 2024-12   100,000 98,116     1,884  
10 SH UNION PACIFIC CORPORATION 2023-09 PURCHASE 2024-12   2,304 2,102     202  
82.034 SH VANGUARD 500 INDEX-ADMIRAL 2023-08 PURCHASE 2024-12   45,196 33,628     11,568  
33 SH VANGUARD CONSUMER DISCR ETF 2023-03 PURCHASE 2024-12   12,685 7,975     4,710  
2366.767 SH VANGUARD DEVELOPED MARKE 2022-02 PURCHASE 2024-12   36,590 37,655     -1,065  
23 SH VANGUARD ENERGY ETF 2020-08 PURCHASE 2024-12   2,739 961     1,778  
48 SH VANGUARD FINANCIALS ETF 2021-02 PURCHASE 2024-12   5,708 3,894     1,814  
35 VANGUARD HEALTH CARE ETF 2023-03 PURCHASE 2024-12   8,951 8,257     694  
11709.601 SH VANGUARD INTER TERM 2023-06 PURCHASE 2024-12   100,000 98,712     1,288  
41.991 SH VANGUARD MI-CAP INDEX ADMI 2023-09 PURCHASE 2024-12   13,867 10,868     2,999  
.565 SH VANGUARD SHORT TERM CORP 2023-01 PURCHASE 2024-04   6 6        
4859.086 SH VANGUARD SHORT TERM 2023-06 PURCHASE 2024-12   50,000 48,639     1,361  
86.208 SH VANGUARD SMCAP STOCK INDEX 2023-08 PURCHASE 2024-12   10,000 8,141     1,859  
74.421 SH VANGUARD TAX MANAGED 2023-01 PURCHASE 2024-12   7,063 5,985     1,078  
9 SH VISA INC CL A 2023-09 PURCHASE 2024-12   2,870 2,133     737  
70000 SH WELLS FARGO BANK CD 2023-04 PURCHASE 2024-10   70,000 70,000        
60000 SH WELLS FARGO CO MTN 2022-02 PURCHASE 2024-09   60,000 60,000        
27 SH WILLIAMS COMPANIES 2023-09 PURCHASE 2024-12   1,451 913     538  
5000 SH GOLDMAN SACHS BK CD 2023-03 PURCHASE 2024-01   5,000 5,000        
40000 SH AMERICAN EXPRE BK CD 2023-03 PURCHASE 2024-03   40,000 40,000        
8 SH DANAHER CORP 2010-07 PURCHASE 2024-12   2,077 224     1,853  
10000 SH GOLDMAN SACH BK CD 2023-04 PURCHASE 2024-04   10,000 10,000        
5000 SH GOLDMAN SACHS BK CD 2023-03 PURCHASE 2024-04   5,000 5,000        
70000 SH JPMORGAN CHASE BK CD 2023-04 PURCHASE 2024-04   70,000 70,000        
75 SH NIKE CLASS B 2009-07 PURCHASE 2024-07   5,363 974     4,389  
100 SH NIKE CLASS B 2009-07 PURCHASE 2024-09   8,043 1,298     6,745  
100 SH NIKE CLASS B 2009-07 PURCHASE 2024-10   8,175 1,298     6,877  
225000 SH PNC BANK CD 2023-05 PURCHASE 2024-05   225,000 225,000        
49 SH VANGUARD TECHNOLOGY 2010-07 PURCHASE 2024-12   31,086 2,540     28,546  

TY 2024 OtherAssetsSchedule
Name:
GENAVE K ROGERS CHAR
EIN:
27-6040942
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
TRUST COMPANY OF OKLAHOMA 13,104,341 12,923,955  


TY 2024 OtherExpensesSchedule
Name:
GENAVE K ROGERS CHAR
EIN:
27-6040942
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXPENSES        
INSURANCE 22,468      
PUBLIC RELATIONS 430      
TELEPHONE 1,738      
SAFE DEPOSIT BOX 48      
POSTAGE 152      


TY 2024 OtherIncomeSchedule2
Name:
GENAVE K ROGERS CHAR
EIN:
27-6040942
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
CALYX ENERGY III 53,644 53,644 53,644
CIRCLE 9 RESOURCES 542 542 542
CONTANGO RESOURCES 11,843 11,843 11,843
CVR ENERGY HOLDINGS INC 1,406 1,406 1,406
DIVERSIFIED GAS & OIL CORPORA 219 219 219
EMMAUS ENERGY 1,399 1,399 1,399
ENERWEST TRADING CO 4,878 4,878 4,878
KELLY COOK OIL LLC 74,843 74,843 74,843
MARTIN OIL & GAS 227 227 227
MEWBOURNE OIL COMPANY 46,147 46,147 46,147
MONTGOMERY EXPLORATION C 5,408 5,408 5,408
NEW DOMINION LLC 6,956 6,956 6,956
PCL ENERGY LLC 1,693 1,693 1,693
REACH OIL AND GAS COMPANY 29 29 29
SILVER CREEK OIL & GAS LLC 6,337 6,337 6,337
TEOCALLI EXPLORATION LLC 156 156 156
TRANSOIL MARKETING LLC 763 763 763
TRIPOWER RESOURCES LLC 36,972 36,972 36,972
USG ENERGY GAS PRODUCER HOLDI 80,165 80,165 80,165
REVOCABLE TRUST K-1 2,726   2,726


TY 2024 OtherProfessionalFeesSchedule
Name:
GENAVE K ROGERS CHAR
EIN:
27-6040942
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX FEES        
TRUSTEE FEES 113,059      


TY 2024 TaxesSchedule
Name:
GENAVE K ROGERS CHAR
EIN:
27-6040942
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX PAID 7,222      
PAYROLL TAXES 5,114      
PERSONAL PROPERTY TAXES 3,158      
GROSS PRODUCTION COST AND TAXES 57,665