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
TULSA FDN GEN FD XXXXX8000
 
Number and street (or P.O. box number if mail is not delivered to street address)10 S DEARBORN IL1-0111
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHICAGO, IL60603
A Employer identification number

73-6090617
B Telephone number (see instructions)

(800) 496-2583
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$21,984,751J 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... 510,528 504,096  
5a Gross rents............ 0 0 0
b Net rental income or (loss) 0
6a Net gain or (loss) from sale of assets not on line 10 618,114
b Gross sales price for all assets on line 6a 7,133,431
7 Capital gain net income (from Part IV, line 2)... 618,114
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
1,553 1,553  
12 Total. Add lines 1 through 11........ 1,130,195 1,123,763 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 151,094 95,207   55,887
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
2,500 2,500   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
18,548 8,277   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
292 2   290
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 172,434 105,986 0 56,177
25 Contributions, gifts, grants paid....... 918,450 918,450
26 Total expenses and disbursements. Add lines 24 and 25 1,090,884 105,986 0 974,627
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 39,311
b Net investment income (if negative, enter -0-) 1,017,777
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............. 382,574 495,655 495,655
2 Savings and temporary cash investments......... 113,840 130,512 130,512
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)      
b Investments—corporate stock (attach schedule)....... 9,759,060 Click to see attachment
List of Attached Documents:
// Content
10,525,065 		14,576,486
c Investments—corporate bonds (attach schedule)....... 5,871,443 Click to see attachment
List of Attached Documents:
// Content
6,051,121 		5,875,981
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)..........   Click to see attachment
List of Attached Documents:
// Content
57,003 		56,024
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
1,578,358 		Click to see attachment
List of Attached Documents:
// Content
525,047 		Click to see attachment
List of Attached Documents:
// Content
850,093
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 17,705,275 17,784,403 21,984,751
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...........    
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........ 17,705,275 17,784,403
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)..... 17,705,275 17,784,403
30 Total liabilities and net assets/fund balances (see instructions). 17,705,275 17,784,403
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
17,705,275
2
Enter amount from Part I, line 27a .....................
2
39,311
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
52,815
4
Add lines 1, 2, and 3 ..........................
4
17,797,401
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
12,998
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
17,784,403
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 517.379 DODGE & COX INCOME FUND   2019-05-08 2024-01-16
b 445. INVESCO QQQ TRUST SERIES 1   2022-07-07 2024-01-16
c 218. ISHARES TR S & P MIDCAP 400 INDEX FD     2024-01-16
d 737.745 PIMCO TOTAL RETURN FIND   2019-02-04 2024-01-16
e 1885.807 PARNASSUS EQTY INCOME FD-INS   2020-04-08 2024-01-16
111. SCHWAB U.S. TIPS ETF   2018-04-12 2024-01-16
6007.008 VANGUARD TTL BD MKT IDX-ADM   2019-06-17 2024-01-16
55. ISHARES TR 7-10 YR TREAS INDEX FD   2023-03-20 2024-01-26
5. ISHARES TR 7-10 YR TREAS INDEX FD   2023-03-20 2024-01-26
693. ISHARES TR 7-10 YR TREAS INDEX FD   2023-03-20 2024-01-26
3598.343 JPM MANAGED INCOME - INSTL FUND 2119   2018-02-15 2024-01-26
193.982 FIDELITY 500 INDEX FUND   2023-04-21 2024-01-29
34. INVESCO QQQ TRUST SERIES 1   2022-07-07 2024-01-29
36. ISHARES TR 7-10 YR TREAS INDEX FD   2023-03-20 2024-02-07
442. ISHARES TR 7-10 YR TREAS INDEX FD   2023-03-20 2024-02-07
55. SCHWAB U.S. TIPS ETF   2018-04-12 2024-02-07
719. SCHWAB U.S. TIPS ETF   2018-04-12 2024-02-07
34. VANECK OIL SERVICES ETF   2021-12-09 2024-02-07
358. VANECK OIL SERVICES ETF   2021-12-09 2024-02-07
366.414 VANGUARD TTL BD MKT IDX-ADM   2017-01-11 2024-02-07
8159.289 VANGUARD TTL BD MKT IDX-ADM     2024-02-07
178.554 VANGUARD TTL BD MKT IDX-ADM   2017-01-11 2024-03-01
2089.893 VANGUARD TTL BD MKT IDX-ADM   2017-01-09 2024-03-01
163. VANGUARD EUROPEAN ETF   2021-01-27 2024-03-01
1. VANGUARD EUROPEAN ETF   2021-01-27 2024-03-01
1395. VANGUARD EUROPEAN ETF   2021-01-27 2024-03-01
12. VANGUARD EUROPEAN ETF   2021-01-27 2024-03-01
125. WISDOMTREE JAPAN HEDGED EQ   2023-11-06 2024-03-21
1400. WISDOMTREE JAPAN HEDGED EQ   2023-11-06 2024-03-21
24. INVESCO QQQ TRUST SERIES 1   2024-02-07 2024-04-04
1. INVESCO QQQ TRUST SERIES 1   2022-07-07 2024-04-04
250. INVESCO QQQ TRUST SERIES 1   2024-02-07 2024-04-04
43. INVESCO QQQ TRUST SERIES 1   2022-07-07 2024-04-04
86. AMEX CONSUMER SVC SELECT SPD     2024-04-04
1066. AMEX CONSUMER SVC SELECT SPD     2024-04-04
21. INVESCO QQQ TRUST SERIES 1   2022-07-07 2024-04-22
242. INVESCO QQQ TRUST SERIES 1   2022-07-07 2024-04-22
322.725 JPM MANAGED INCOME - INSTL FUND 2119     2024-04-22
4189.787 JPM MANAGED INCOME - INSTL FUND 2119   2018-02-15 2024-04-22
522.38 PARNASSUS EQTY INCOME FD-INS   2014-12-15 2024-04-22
6429.002 PARNASSUS EQTY INCOME FD-INS     2024-04-22
1171.709 VANGUARD TTL BD MKT IDX-ADM     2024-04-22
8922.26 VANGUARD TTL BD MKT IDX-ADM   2017-01-09 2024-04-22
. CASH RECEIPT SECURITIES LITIGATION     2024-05-06
. CASH RECEIPT SECURITIES LITIGATION     2024-05-07
. CASH RECEIPT SECURITIES LITIGATION     2024-05-10
. CASH RECEIPT SECURITIES LITIGATION     2024-05-10
. CASH RECEIPT SECURITIES LITIGATION     2024-05-10
55.075 FIDELITY 500 INDEX FUND   2024-04-22 2024-05-15
747.008 FIDELITY 500 INDEX FUND   2024-04-22 2024-05-15
103. ISHARES TR S & P MIDCAP 400 INDEX FD   2023-02-28 2024-05-15
779. ISHARES TR S & P MIDCAP 400 INDEX FD   2023-02-28 2024-05-15
1330.078 JPMORGAN ACCESS BALANCED FUND   2023-12-19 2024-05-15
36539.574 JPMORGAN ACCESS BALANCED FUND     2024-05-15
842.122 JPMORGAN ACCESS BALANCED FUND   2023-12-19 2024-05-15
22575.451 JPMORGAN ACCESS BALANCED FUND     2024-05-15
251.042 JPMORGAN ACCESS BALANCED FUND   2023-12-19 2024-05-15
6897.262 JPMORGAN ACCESS BALANCED FUND     2024-05-15
76. INVESCO S&P 500 EQUAL WEIGHT     2024-05-28
887. INVESCO S&P 500 EQUAL WEIGHT     2024-05-28
215.25 JPM MANAGED INCOME - INSTL FUND 2119   2023-07-07 2024-05-28
141.492 JPM MANAGED INCOME - INSTL FUND 2119   2021-09-16 2024-05-28
2086.167 JPM MANAGED INCOME - INSTL FUND 2119   2023-07-07 2024-05-28
2066.796 JPM MANAGED INCOME - INSTL FUND 2119   2018-02-15 2024-05-28
709.255 VANGUARD TTL BD MKT IDX-ADM   2017-03-15 2024-05-28
12650.874 VANGUARD TTL BD MKT IDX-ADM   2017-01-09 2024-05-28
70. INVESCO S&P 500 EQUAL WEIGHT   2023-12-13 2024-06-18
815. INVESCO S&P 500 EQUAL WEIGHT   2023-12-13 2024-06-18
40.053 FIDELITY 500 INDEX FUND   2024-05-15 2024-07-11
65.031 FIDELITY 500 INDEX FUND   2024-05-15 2024-07-11
12.28 FIDELITY 500 INDEX FUND   2024-05-15 2024-07-11
2. JPMORGAN BETABUILDERS EUROPE ETF   2024-05-15 2024-07-11
8. JPMORGAN BETABUILDERS EUROPE ETF   2024-05-15 2024-07-11
5. JPMORGAN BETABUILDERS EUROPE ETF   2024-05-15 2024-07-11
1. JPMORGAN BETABUILDERS EUROPE ETF   2024-05-15 2024-07-11
7. JPMORGAN BETABUILDERS EUROPE ETF   2024-05-15 2024-07-11
22. JPMORGAN BETABUILDERS EUROPE ETF   2024-05-15 2024-07-11
34. JPMORGAN BETABUILDERS EUROPE ETF   2024-05-15 2024-07-11
5. JPMORGAN BETABUILDERS CANADA   2024-05-15 2024-07-11
8. JPMORGAN BETABUILDERS CANADA   2024-05-15 2024-07-11
2. JPMORGAN BETABUILDERS CANADA   2024-05-15 2024-07-11
7. JPMORGAN BETABUILDERS CANADA   2024-05-15 2024-07-11
1. JPMORGAN BETABUILDERS CANADA   2024-05-15 2024-07-11
20. JPMORGAN BETABUILDERS CANADA   2024-05-15 2024-07-11
1. JPMORGAN BETABUILDERS CANADA   2024-05-15 2024-07-11
34. JPMORGAN BETABUILDERS CANADA   2024-05-15 2024-07-11
128.287 SIX CIRCLES US UNCONSTR EQ   2024-05-15 2024-07-11
78.486 SIX CIRCLES US UNCONSTR EQ   2024-05-15 2024-07-11
24.246 SIX CIRCLES US UNCONSTR EQ   2024-05-15 2024-07-11
253. ISHARES TR S & P MIDCAP 400 INDEX FD   2023-02-28 2024-07-18
2942. ISHARES TR S & P MIDCAP 400 INDEX FD   2023-02-28 2024-07-18
79. ISHARES TR NASDAQ BIOTECHNOLOGY IDX     2024-07-18
904. ISHARES TR NASDAQ BIOTECHNOLOGY IDX     2024-07-18
38.745 FIDELITY 500 INDEX FUND   2024-04-22 2024-07-31
430.261 FIDELITY 500 INDEX FUND   2024-04-22 2024-07-31
112.512 SIX CIRCLES GLOBAL BOND     2024-08-08
367.331 SIX CIRCLES GLOBAL BOND     2024-08-08
596.138 SIX CIRCLES GLOBAL BOND     2024-08-08
7. VANGUARD TOTAL INTL BOND ETF     2024-08-08
23. VANGUARD TOTAL INTL BOND ETF     2024-08-08
39. VANGUARD TOTAL INTL BOND ETF     2024-08-08
19.898 FIDELITY 500 INDEX FUND   2024-04-22 2024-08-23
231.974 FIDELITY 500 INDEX FUND   2024-04-22 2024-08-23
538.295 MATTHEWS CHINA FUND-INST   2020-05-26 2024-08-23
6528.618 MATTHEWS CHINA FUND-INST   2020-05-26 2024-08-23
174. SCHWAB U.S. TIPS ETF     2024-09-04
172. SCHWAB U.S. TIPS ETF   2022-12-15 2024-09-04
2021. SCHWAB U.S. TIPS ETF     2024-09-04
2003. SCHWAB U.S. TIPS ETF   2022-12-20 2024-09-04
3147.988 VANGUARD TTL BD MKT IDX-ADM     2024-09-17
36716.197 VANGUARD TTL BD MKT IDX-ADM     2024-09-17
1904.99 T ROWE PR INST FLTNG RT-INST     2024-09-20
22178.017 T ROWE PR INST FLTNG RT-INST     2024-09-20
1179.011 VANGUARD TTL BD MKT IDX-ADM     2024-09-20
13751.867 VANGUARD TTL BD MKT IDX-ADM   2019-02-04 2024-09-20
7.227 FIDELITY 500 INDEX FUND     2024-10-01
23.538 FIDELITY 500 INDEX FUND     2024-10-01
38.214 FIDELITY 500 INDEX FUND     2024-10-01
27.057 SIX CIRCLES US UNCONSTR EQ   2024-05-15 2024-10-01
87.386 SIX CIRCLES US UNCONSTR EQ   2024-05-15 2024-10-01
143.054 SIX CIRCLES US UNCONSTR EQ   2024-05-15 2024-10-01
11.735 SIX CIRCLES INTL UNCON EQ   2024-05-15 2024-10-01
37.752 SIX CIRCLES INTL UNCON EQ   2024-05-15 2024-10-01
61.92 SIX CIRCLES INTL UNCON EQ   2024-05-15 2024-10-01
78. SPDR EURO STOXX 50 ETF   2024-03-01 2024-10-17
906. SPDR EURO STOXX 50 ETF     2024-10-17
81.257 FIDELITY 500 INDEX FUND   2024-04-22 2024-10-22
906.444 FIDELITY 500 INDEX FUND   2024-04-22 2024-10-22
53.29 AMERICAN BEACON AHL MGD-R5   2024-05-15 2024-10-23
174.606 AMERICAN BEACON AHL MGD-R5   2024-05-15 2024-10-23
282.206 AMERICAN BEACON AHL MGD-R5   2024-05-15 2024-10-23
46.32 K2 ALTERNATIVE STRAT-R6   2024-05-15 2024-10-23
151.33 K2 ALTERNATIVE STRAT-R6   2024-05-15 2024-10-23
245.33 K2 ALTERNATIVE STRAT-R6   2024-05-15 2024-10-23
31.464 NEUBERGER BERM LNG SHRT-INST   2024-05-15 2024-10-23
102.961 NEUBERGER BERM LNG SHRT-INST   2024-05-15 2024-10-23
166.59 NEUBERGER BERM LNG SHRT-INST   2024-05-15 2024-10-23
56.36 PIMCO MTGE OPPORTUNITIES IS   2024-05-15 2024-10-23
184.211 PIMCO MTGE OPPORTUNITIES IS   2024-05-15 2024-10-23
298.516 PIMCO MTGE OPPORTUNITIES IS   2024-05-15 2024-10-23
798.224 PARNASSUS EQTY INCOME FD-INS     2024-10-24
9294.843 PARNASSUS EQTY INCOME FD-INS     2024-10-24
289.511 DODGE & COX INCOME FUND     2024-11-15
3353.68 DODGE & COX INCOME FUND     2024-11-15
70. ISHARES TR 7-10 YR TREAS INDEX FD   2024-09-17 2024-11-15
813. ISHARES TR 7-10 YR TREAS INDEX FD   2024-09-17 2024-11-15
102. ISHARES CORE MSCI EMERGING   2024-08-23 2024-11-15
1325. ISHARES CORE MSCI EMERGING     2024-11-15
121. ISHARES MSCI JAPAN ETF   2024-03-21 2024-11-15
1089. ISHARES MSCI JAPAN ETF   2024-03-21 2024-11-15
60. SPDR EURO STOXX 50 ETF   2024-03-01 2024-11-15
48. SPDR EURO STOXX 50 ETF   2024-03-01 2024-11-15
681. SPDR EURO STOXX 50 ETF   2024-03-01 2024-11-15
553. SPDR EURO STOXX 50 ETF   2024-03-01 2024-11-15
54. AMEX CONSUMER SVC SELECT SPD   2024-07-18 2024-11-15
621. AMEX CONSUMER SVC SELECT SPD   2024-07-18 2024-11-15
564.792 DODGE & COX INCOME FUND   2016-04-05 2024-12-02
43.565 FIDELITY INTL INDX   2024-07-31 2024-12-02
141.376 FIDELITY 500 INDEX FUND     2024-12-02
10. INVESCO QQQ TRUST SERIES 1     2024-12-02
27. INVESCO S&P 500 EQUAL WEIGHT   2023-12-13 2024-12-02
60. ISHARES TR 7-10 YR TREAS INDEX FD   2024-09-17 2024-12-02
87. ISHARES TR S & P MIDCAP 400 INDEX FD   2023-02-28 2024-12-02
11. ISHARES CORE MSCI EMERGING     2024-12-02
37. ISHARES CORE MSCI EMERGING   2018-10-02 2024-12-02
42. ISHARES MSCI JAPAN ETF   2024-03-21 2024-12-02
71. JPMORGAN BETABUILDERS CANADA   2023-08-08 2024-12-02
23. SPDR EURO STOXX 50 ETF   2024-03-01 2024-12-02
43. SECTOR SPDR TR   2024-11-15 2024-12-02
34. VANECK GOLD MINERS ETF   2022-04-13 2024-12-02
1859.197 VANGUARD TTL BD MKT IDX-ADM     2024-12-02
32. ISHARES BROAD USD HIGH YIELD     2024-12-03
106. ISHARES BROAD USD HIGH YIELD     2024-12-03
171. ISHARES BROAD USD HIGH YIELD     2024-12-03
7. JPMORGAN BETABUILDERS EUROPE ETF     2024-12-03
22. JPMORGAN BETABUILDERS EUROPE ETF   2024-05-15 2024-12-03
24. JPMORGAN BETABUILDERS EUROPE ETF     2024-12-03
72. JPMORGAN BETABUILDERS EUROPE ETF   2024-05-15 2024-12-03
39. JPMORGAN BETABUILDERS EUROPE ETF     2024-12-03
117. JPMORGAN BETABUILDERS EUROPE ETF   2024-05-15 2024-12-03
8. JPMORGAN BETABUILDERS JAPAN ETF   2024-05-15 2024-12-03
3. JPMORGAN BETABUILDERS JAPAN ETF   2024-05-15 2024-12-03
27. JPMORGAN BETABUILDERS JAPAN ETF   2024-05-15 2024-12-03
9. JPMORGAN BETABUILDERS JAPAN ETF   2024-05-15 2024-12-03
45. JPMORGAN BETABUILDERS JAPAN ETF   2024-05-15 2024-12-03
15. JPMORGAN BETABUILDERS JAPAN ETF   2024-05-15 2024-12-03
120.046 SIX CIRCLES CREDIT OPPORT   2024-07-15 2024-12-03
391.992 SIX CIRCLES CREDIT OPPORT   2024-07-15 2024-12-03
636.01 SIX CIRCLES CREDIT OPPORT   2024-07-15 2024-12-03
40. VANGUARD LONG-TERM TREASURY ETF   2024-05-15 2024-12-03
132. VANGUARD LONG-TERM TREASURY ETF   2024-05-15 2024-12-03
213. VANGUARD LONG-TERM TREASURY ETF   2024-05-15 2024-12-03
894. ISHARES TR 7-10 YR TREAS INDEX FD   2024-09-17 2024-12-17
64. ISHARES TR 7-10 YR TREAS INDEX FD   2024-09-17 2024-12-17
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
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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    
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 6,472   7,098 -626
b 181,787   131,270 50,517
c 58,775   56,614 2,161
d 6,330   7,370 -1,040
e 104,021   77,922 26,099
5,776   6,089 -313
57,727   65,176 -7,449
5,222   5,437 -215
475   494 -19
65,797   68,506 -2,709
36,019   35,983 36
33,192   27,838 5,354
14,453   10,030 4,423
3,418   3,559 -141
41,970   43,693 -1,723
2,845   3,017 -172
37,197   39,444 -2,247
9,756   6,551 3,205
102,726   68,981 33,745
3,507   3,921 -414
78,084   87,483 -9,399
1,702   1,911 -209
19,917   22,362 -2,445
10,709   9,849 860
66   60 6
91,655   84,294 7,361
789   725 64
13,646   11,213 2,433
152,840   125,591 27,249
10,447   10,368 79
435   295 140
108,819   108,001 818
18,717   12,684 6,033
12,208   7,632 4,576
151,318   96,408 54,910
8,795   6,195 2,600
101,352   71,387 29,965
3,227   3,237 -10
41,898   41,898  
30,042   20,624 9,418
369,732   255,137 114,595
10,920   12,439 -1,519
83,155   95,468 -12,313
50     50
50     50
50     50
50     50
50     50
10,165   9,585 580
137,868   130,009 7,859
6,261   5,346 915
47,351   40,434 6,917
21,195   20,431 764
582,251   572,920 9,331
13,419   12,936 483
359,735   348,877 10,858
4,000   3,856 144
109,906   106,898 3,008
12,514   12,532 -18
146,050   146,183 -133
2,153   2,142 11
1,415   1,419 -4
20,862   20,757 105
20,668   20,668  
6,660   7,525 -865
118,792   135,364 -16,572
11,566   10,879 687
134,661   126,664 7,997
7,769   7,392 377
12,614   12,002 612
2,382   2,266 116
121   124 -3
483   495 -12
302   310 -8
60   62 -2
422   433 -11
1,327   1,362 -35
2,051   2,105 -54
336   334 2
538   535 3
134   134  
470   468 2
67   67  
1,343   1,336 7
67   67  
2,283   2,272 11
2,254   2,145 109
1,379   1,312 67
426   405 21
15,348   13,132 2,216
178,471   152,705 25,766
11,385   10,809 576
130,276   123,681 6,595
7,435   6,743 692
82,563   74,883 7,680
960   947 13
3,133   3,092 41
5,085   5,018 67
347   343 4
1,140   1,126 14
1,933   1,910 23
3,900   3,463 437
45,467   40,373 5,094
6,185   10,292 -4,107
75,014   124,827 -49,813
9,229   9,389 -160
9,121   9,119 2
107,196   108,580 -1,384
106,221   104,386 1,835
31,291   33,308 -2,017
364,959   392,457 -27,498
18,021   18,014 7
209,804   209,720 84
11,684   12,263 -579
136,281   144,257 -7,976
1,437   1,334 103
4,681   4,346 335
7,600   7,056 544
489   452 37
1,581   1,461 120
2,588   2,392 196
142   140 2
455   452 3
747   741 6
3,982   3,972 10
46,252   46,140 112
16,520   14,142 2,378
184,289   157,757 26,532
529   575 -46
1,734   1,884 -150
2,802   3,045 -243
559   543 16
1,827   1,774 53
2,961   2,875 86
582   565 17
1,905   1,850 55
3,082   2,994 88
524   527 -3
1,713   1,722 -9
2,776   2,791 -15
52,124   31,452 20,672
606,953   358,371 248,582
3,630   3,919 -289
42,055   45,836 -3,781
6,531   6,927 -396
75,855   80,452 -4,597
5,481   5,617 -136
71,195   72,964 -1,769
8,163   8,691 -528
73,465   78,220 -4,755
2,890   3,056 -166
2,312   2,445 -133
32,801   34,682 -1,881
26,640   28,163 -1,523
7,658   7,945 -287
88,071   91,365 -3,294
7,207   7,619 -412
2,200   2,232 -32
29,753   28,585 1,168
5,147   4,915 232
5,042   4,196 846
5,679   5,937 -258
5,842   4,516 1,326
596   606 -10
2,006   1,894 112
2,950   3,017 -67
5,305   4,315 990
1,109   1,171 -62
2,187   2,145 42
1,255   1,380 -125
17,997   18,952 -955
1,193   1,173 20
3,952   3,885 67
6,376   6,267 109
407   433 -26
1,278   1,362 -84
1,395   1,486 -91
4,183   4,458 -275
2,266   2,415 -149
6,797   7,244 -447
473   454 19
178   170 8
1,598   1,532 66
533   511 22
2,663   2,554 109
888   851 37
1,077   1,066 11
3,516   3,481 35
5,705   5,648 57
2,339   2,314 25
7,718   7,635 83
12,453   12,320 133
83,770   88,468 -4,698
5,997   6,333 -336
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
      9,863
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       -626
b       50,517
c       2,161
d       -1,040
e       26,099
      -313
      -7,449
      -215
      -19
      -2,709
      36
      5,354
      4,423
      -141
      -1,723
      -172
      -2,247
      3,205
      33,745
      -414
      -9,399
      -209
      -2,445
      860
      6
      7,361
      64
      2,433
      27,249
      79
      140
      818
      6,033
      4,576
      54,910
      2,600
      29,965
      -10
       
      9,418
      114,595
      -1,519
      -12,313
      50
      50
      50
      50
      50
      580
      7,859
      915
      6,917
      764
      9,331
      483
      10,858
      144
      3,008
      -18
      -133
      11
      -4
      105
       
      -865
      -16,572
      687
      7,997
      377
      612
      116
      -3
      -12
      -8
      -2
      -11
      -35
      -54
      2
      3
       
      2
       
      7
       
      11
      109
      67
      21
      2,216
      25,766
      576
      6,595
      692
      7,680
      13
      41
      67
      4
      14
      23
      437
      5,094
      -4,107
      -49,813
      -160
      2
      -1,384
      1,835
      -2,017
      -27,498
      7
      84
      -579
      -7,976
      103
      335
      544
      37
      120
      196
      2
      3
      6
      10
      112
      2,378
      26,532
      -46
      -150
      -243
      16
      53
      86
      17
      55
      88
      -3
      -9
      -15
      20,672
      248,582
      -289
      -3,781
      -396
      -4,597
      -136
      -1,769
      -528
      -4,755
      -166
      -133
      -1,881
      -1,523
      -287
      -3,294
      -412
      -32
      1,168
      232
      846
      -258
      1,326
      -10
      112
      -67
      990
      -62
      42
      -125
      -955
      20
      67
      109
      -26
      -84
      -91
      -275
      -149
      -447
      19
      8
      66
      22
      109
      37
      11
      35
      57
      25
      83
      133
      -4,698
      -336
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 618,114
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 14,147
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 14,147
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 14,147
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 10,428
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 12,000
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 22,428
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  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 8,281
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow8,281 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 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 arrow  
14
The books are in care ofright arrowJPMORGAN CHASE BANK NA Telephone no.right arrow (800) 496-2583

Located atright arrow10 S DEARBORN IL1-0111CHICAGOIL ZIP+4right arrow60603
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
JPMORGAN CHASE BANK NA TRUSTEE
8 		151,094    
10 S DEARBORN IL1-0111
CHICAGO,IL60603
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
20,101,615
b
Average of monthly cash balances.......................
1b
398,124
c
Fair market value of all other assets (see instructions)................
1c
831,180
d
Total (add lines 1a, b, and c).........................
1d
21,330,919
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
21,330,919
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
319,964
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
21,010,955
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,050,548
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
1,050,548
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
14,147
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
14,147
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,036,401
4
Recoveries of amounts treated as qualifying distributions................
4
14,050
5
Add lines 3 and 4............................
5
1,050,451
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
1,050,451
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
974,627
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
974,627
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 1,050,451
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 899,619
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$ 974,627
a Applied to 2023, but not more than line 2a 899,619
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..... 75,008
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 .......... 		975,443
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 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

THE CENTRE FOR INDIVIDUALS WITH
PHYSICAL CHALLENGESLTD
815 SOUTH UTICA AVENUE
TULSA,OK74104 		NONE PC GENERAL 5,000

GAINING GROUND

PO BOX 4589
TULSA,OK74104 		NONE PC GENERAL 2,500

THE CITY LIGHTS FOUNDATION OF OKLAHOMA

7204 S BIRCH AVE
BROKEN ARROW,OK74011 		NONE PC GENERAL 5,000

MENTAL HEALTH ASSOCIATION IN
TULSAINC
5330 E 31ST STREETSUITE 1000
TULSA,OK74135 		NONE PC GENERAL 5,000

TULSA DEBATE LEAGUE INCORPORATED
D/B/A TULSA DEBATE LEAGUE
9733 E 54TH STREET
TULSA,OK74146 		NONE PC GENERAL 5,000

HEARTS FOR HEARING FOUNDATION INC

11500 PORTLAND AVE
OKLAHOMA CITY,OK73120 		NONE PC GENERAL 5,000

BOY SCOUTS OF AMERICA
INDIAN NATIONS COUNCIL
4295 S GARNETT ROAD
TULSA,OK74146 		NONE PC GENERAL 5,000

TULSA BOYS HOME

PO BOX 1101
TULSA,OK74101 		NONE PC GENERAL 199,850

NEWVIEW OKLAHOMA INC

501 N DOUGLAS AVE
OKLAHOMA CITY,OK73106 		NONE PC GENERAL 5,000

GOODWILL INDUSTRIES OF TULSA

2800 SOUTHWEST BOULEVARD
TULSA,OK74107 		NONE PC GENERAL 199,850

GRAND LAKE MENTAL HEALTH CENTER INC

114 W DELAWARE AVE
NOWATA,OK74048 		NONE PC GENERAL 5,000

A NEW LEAF INC

PO BOX 35903
TULSA,OK741530903 		NONE PC GENERAL 5,000

THE SPRING SHELTER INC

P O BOX 1588
SAND SPRINGS,OK74063 		NONE PC GENERAL 5,000

PAUSE4PAWS INC

2032 UTICA SQ UNIT 52768
TULSA,OK74152 		NONE PC GENERAL 5,000

BEHEARD

333 W 4TH ST FL 1 1086
TULSA,OK74103 		NONE PC GENERAL 5,000

DOMESTIC VIOLENCE INTERVENTION SERVICES

4300 S HARVARD AVE
TULSA,OK74135 		NONE PC GENERAL 5,000

MEALS ON WHEELS OF METRO
TULSA INC
1520 S ROCKFORD AVE
TULSA,OK74120 		NONE PC GENERAL 10,000

YMCA

101 N WACKER DRIVE
CHICAGO,IL60606 		NONE PC GENERAL 199,850

CLAREHOUSE INC

7617 S MINGO ROAD
TULSA,OK74133 		NONE PC GENERAL 7,500

SALVATION ARMY

615 SLATERS LANE PO BOX 269
ALEXANDRIA,VA22313 		NONE PC GENERAL 201,400

GLOBAL GARDENS

PO BOX 52034
TULSA,OK74152 		NONE PC GENERAL 2,500

CAMP FIRE GREEN COUNTRY INC

706 SOUTH BOSTON AVENUE
TULSA,OK74119 		NONE PC GENERAL 5,000

CITY YEAR INC

15 E FIFTH STREET
TULSA,OK74103 		NONE PC GENERAL 12,500

GIRLS SCOUTS OF EASTERN OKLAHOMA

4810 S 129TH E AVENUE
TULSA,OK74134 		NONE PC GENERAL 5,000

RESONANCE CENTER FOR WOMEN INC

1608 S ELWOOD AVENUE
TULSA,OK74119 		NONE PC GENERAL 5,000

REVITALIZE T-TOWN INC

14 E 7TH ST
TULSA,OK74119 		NONE PC GENERAL 2,500
Total .................................right arrow 3a 918,450
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 ....     14 510,528  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....       0  
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 618,114  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aROYALTY INCOME 		    15 1,553  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   1,130,195  
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,130,195
(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 InvestmentsCorpBondsSchedule
Name:
TULSA FDN GEN FD XXXXX8000
EIN:
73-6090617
Name of Bond End of Year Book Value End of Year Fair Market Value
256210105 DODGE & COX INCOME-I 1,136,396 1,120,974
808524870 SCHWAB U.S. TIPS ETF    
921937603 VANGUARD TTL BD MKT 2,250,892 2,199,180
48121A415 JPM MANAGED INCOME F    
693390700 PIMCO TOTAL RETURN F 746,403 699,660
464287440 ISHARES 7-10 YEAR TR 1,006,344 952,512
09260B614 BLACKROCK HIGH YIELD 503,786 494,939
54401E143 LORD ABBETT SHRT DUR 22,018 22,132
72201F490 PIMCO INCOME FUND-IN 11,008 10,935
83002G108 SIX CIRCLES ULTR SHR 11,008 11,075
83002G702 SIX CIRCLES GLOBAL B 181,253 182,683
83002G884 SIX CIRCLES CREDIT O 46,025 46,375
921937835 VANGUARD TOTAL BOND 11,105 11,074
92203J407 VANGUARD TOTAL INTL 67,814 67,885
92206C771 VANGUARD MORTGAGE-BA 34,919 34,322
92206C870 VANGUARD INT-TERM CO 22,150 22,235

TY 2024 InvestmentsCorpStockSchedule
Name:
TULSA FDN GEN FD XXXXX8000
EIN:
73-6090617
Name of Stock End of Year Book Value End of Year Fair Market Value
701769408 PARNASSUS CORE EQUIT    
315911727 FIDELITY INTL INDX-I 594,012 631,281
315911750 FIDELITY 500 INDEX F 4,896,477 7,787,598
46090E103 INVESCO QQQ TRUST SE 474,536 1,187,076
46434G103 ISHARES CORE MSCI EM 740,600 774,684
46434G822 ISHARES MSCI JAPAN E 381,404 452,053
92189F106 VANECK GOLD MINERS E 184,148 190,676
81369Y209 HEALTH CARE SELECT S 103,561 160,957
577130818 MATTHEWS CHINA FUND-    
92189H607 VANECK OIL SERVICES 128,998 167,891
922042874 VANGUARD FTSE EUROPE 302,861 318,366
04314H857 ARTISAN INTL VAL-INS 293,512 305,875
46137V357 INVESCO S&P 500 EQUA 299,929 354,140
464287507 ISHARES CORE S&P MID 300,063 360,214
464287556 ISHARES BIOTECHNOLOG    
46641Q225 JPMORGAN BETABUILDER 183,793 211,699
78463X202 SPDR EURO STOXX 50 E 335,557 332,091
97717W851 WISDOMTREE JAPAN HED 180,209 182,530
464289180 ISHARES MSCI EUROPE 114,096 118,061
46435G334 ISHARES MSCI UNITED 121,410 120,955
46641Q217 JPMORGAN BETABUILDER 28,704 27,829
46641Q233 JPMORGAN BETABUILDER 16,701 16,234
81369Y407 CONSUMER DISCRETIONA 55,071 57,882
81369Y605 FINANCIAL SELECT SEC 295,874 327,339
81369Y704 INDUSTRIAL SELECT SE 55,374 52,440
83002G306 SIX CIRCLES US UNCON 127,363 132,704
83002G405 SIX CIRCLES INTL UNC 90,892 81,177
92189F676 VANECK SEMICONDUCTOR 219,920 224,734

TY 2024 InvestmentsOtherSchedule2
Name:
TULSA FDN GEN FD XXXXX8000
EIN:
73-6090617
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
35241W401 K2 ALTERNATIVE STRAT AT COST 16,826 15,764
64128R608 NEUBERGER BERM LNG S AT COST 5,599 5,842
72201U638 PIMCO MRTG OPP & BND AT COST 11,473 11,313
83002G876 SIX CIRCLES MULTI-ST AT COST 23,105 23,105

TY 2024 OtherAssetsSchedule
Name:
TULSA FDN GEN FD XXXXX8000
EIN:
73-6090617
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
XXX-XX-XXXX SEC 16 14N 7E CREEK   0 1,406
XXX-XX-XXXX NORTHWESTERN MUTUAL 27,149 27,149 61,535
Z02617001 MASS MUTUAL #1110131 22,680 23,625 22,923
Z02618009 MASS MUTUAL #1115403 53,846 55,146 77,788
Z02619007 MASS MUTUAL #1117399 38,774 40,696 33,062
Z02620005 MASS MUTUAL #1118461 23,916 24,263 24,675
Z02621003 MASS MUTUAL #1153925 19,679 19,679 34,111
Z02622001 MASS MUTUAL #1156534 27,975 29,094 21,807
Z02624007 MASS MUTUAL #7193026 3,647 3,714 10,176
Z02625004 MASS MUTUAL #7208453 16,836 16,324 59,865
Z02626002 MASS MUTUAL #7519267 12,322 12,322 35,267
Z02627000 MASS MUTUAL #8680291 22,023 22,023 62,766
Z02628008 MASS MUTUAL #8695490 16,956 17,170 43,652
Z02629006 MASS MUTUAL #8826279 9,351 9,412 23,308
Z02630004 MASS MUTUAL #8826293 8,404 8,579 15,936
Z02633008 MASS MUTUAL #8931310 32,239 33,866 34,725
Z02635003 MASS MUTUAL #8955775 29,884 30,848 61,470
Z02637009 MASS MUTUAL #8957972 49,321 50,912 74,393
Z02638007 MASS MUTUAL #8976916 19,547 20,191 37,413
Z02639005 MASS MUTUAL #9601318 10,830 11,191 19,527
Z02640003 MASS MUTUAL #9601330 13,110 13,547 22,790
Z02641001 MASS MUTUAL #9603665 24,120 24,924 26,965
Z02643007 MASS MUTUAL #9858357 16,698 16,698 30,129
Z02644005 MASS MUTUAL #9894431 13,202 13,674 14,403
XXX-XX-XXXX THIS IS FOR HEADRIGH   0 1
48121A753 JPM ACCESS BALANCED 1,065,849 0 0


TY 2024 OtherDecreasesSchedule
Name:
TULSA FDN GEN FD XXXXX8000
EIN:
73-6090617
Description Amount
MUTUAL FUND ADJUSTMENT 40
2024 TRANSACTION POSTED IN 2025 12,958


TY 2024 OtherExpensesSchedule
Name:
TULSA FDN GEN FD XXXXX8000
EIN:
73-6090617
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MINERAL INT-PRODUCTION TAX 2 2   0
WEBSITE HOSTING FEE 290 0   290


TY 2024 OtherIncomeSchedule2
Name:
TULSA FDN GEN FD XXXXX8000
EIN:
73-6090617
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
ROYALTY INCOME 1,553 1,553  


TY 2024 OtherIncreasesSchedule
Name:
TULSA FDN GEN FD XXXXX8000
EIN:
73-6090617
Description Amount
RETURN OF CAPITAL ADJUSTMENT 74
2023 TRANSACTION POSTED IN 2024 26,154
RECOVERY OF CHARITABLE DISTRIBUTIONS 14,050
INSURANCE POLICIES BV CHANGE 12,537


TY 2024 OtherProfessionalFeesSchedule
Name:
TULSA FDN GEN FD XXXXX8000
EIN:
73-6090617
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMNT MNGMNT FEES (NON-DED 2,500 2,500    


TY 2024 TaxesSchedule
Name:
TULSA FDN GEN FD XXXXX8000
EIN:
73-6090617
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
STATE INCOME TAXES 2 2   0
FEDERAL ESTIMATES - INCOME 10,271 0   0
FOREIGN TAXES ON QUALIFIED FOR 6,253 6,253   0
FOREIGN TAXES ON NONQUALIFIED 2,022 2,022   0