Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
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
CHICAGO
State or province
IL
Country  
ZIP or foreign postal code
60603
A Employer identification number

73-6090617
B Telephone number (see instructions)

8004962583
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$24,370,168J 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 .................
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 564,775 564,772  
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 10 488,176
b Gross sales price for all assets on line 6a 4,629,295
7 Capital gain net income (from Part IV, line 2)... 488,176
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
2,105 2,105  
12 Total. Add lines 1 through 11........ 1,055,056 1,055,053 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 157,949 98,793   59,156
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
25,250 8,943   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
341 51   290
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 186,040 110,287 0 59,446
25 Contributions, gifts, grants paid....... 995,688 995,688
26 Total expenses and disbursements. Add lines 24 and 25 ................ 1,181,728 110,287 0 1,055,134
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -126,672
b Net investment income (if negative, enter -0-) 944,766
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
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............. 495,655 256,733 256,733
2 Savings and temporary cash investments......... 130,512 217,340 217,340
3 Accounts receivable  
Less: allowance for doubtful accounts     0 0
4 Pledges receivable  
Less: allowance for doubtful accounts        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule)  
Less: allowance for doubtful accounts 0      
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)....... 10,525,065 Click to see attachment
List of Attached Documents:
// Content
10,318,030 		16,615,382
c Investments—corporate bonds (attach schedule)....... 6,051,121 Click to see attachment
List of Attached Documents:
// Content
6,252,275 		6,310,251
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 57,003 Click to see attachment
List of Attached Documents:
// Content
79,544 		79,446
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe ) Click to see attachment
List of Attached Documents:
// Content
525,047 		Click to see attachment
List of Attached Documents:
// Content
535,967 		Click to see attachment
List of Attached Documents:
// Content
891,016
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 17,784,403 17,659,889 24,370,168
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 )    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 17,784,403 17,659,889
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)..... 17,784,403 17,659,889
30 Total liabilities and net assets/fund balances (see instructions). 17,784,403 17,659,889
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
17,784,403
2
Enter amount from Part I, line 27a .....................
2
-126,672
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
23,879
4
Add lines 1, 2, and 3 ..........................
4
17,681,610
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
21,721
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
17,659,889
Form 990-PF (2025)
Form 990-PF (2025)
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 429.987 FIDELITY 500 INDEX FUND     2025-02-05
b 1180. ISHARES TR S & P MIDCAP 400 INDEX FD   2023-02-28 2025-02-05
c 655. SPDR EURO STOXX 50 ETF   2024-03-01 2025-02-05
d 5226. VANECK GOLD MINERS ETF     2025-02-05
e 666. VANECK SEMICONDUCTOR ETF     2025-02-05
59. VANECK OIL SERVICES ETF     2025-02-05
511. VANECK OIL SERVICES ETF   2021-12-09 2025-02-05
10792.728 VANGUARD TTL BD MKT IDX-ADM     2025-02-05
23. ISHARES TR S & P MIDCAP 400 INDEX FD   2023-02-28 2025-02-13
397. VANECK GOLD MINERS ETF     2025-02-13
59. VANECK SEMICONDUCTOR ETF     2025-02-13
5. VANECK OIL SERVICES ETF     2025-02-13
44. VANECK OIL SERVICES ETF   2021-12-09 2025-02-13
101.327 FIDELITY INTL INDX   2024-07-31 2025-02-25
14.211 FIDELITY INTL INDX   2023-12-13 2025-02-25
36.05 FIDELITY 500 INDEX FUND   2024-10-24 2025-02-25
223.816 FIDELITY 500 INDEX FUND   2024-10-24 2025-02-25
282. ISHARES MSCI UNITED KINGDOM   2024-04-04 2025-02-25
3286. ISHARES MSCI UNITED KINGDOM   2024-04-04 2025-02-25
159. SPDR EURO STOXX 50 ETF     2025-02-25
48. SPDR EURO STOXX 50 ETF   2023-12-13 2025-02-25
1314. SPDR EURO STOXX 50 ETF   2024-03-01 2025-02-25
479. SPDR EURO STOXX 50 ETF   2023-12-13 2025-02-25
17. WISDOMTREE JAPAN HEDGED EQ   2024-11-15 2025-02-25
114. WISDOMTREE JAPAN HEDGED EQ   2024-11-15 2025-02-25
201. WISDOMTREE JAPAN HEDGED EQ   2024-11-15 2025-02-25
1323. WISDOMTREE JAPAN HEDGED EQ   2024-11-15 2025-02-25
2817.104 DODGE & COX INCOME FUND   2018-02-09 2025-03-18
920. ISHARES TR 7-10 YR TREAS INDEX FD   2024-09-17 2025-03-18
7.677 FIDELITY 500 INDEX FUND   2024-10-24 2025-04-10
94.381 FIDELITY 500 INDEX FUND   2024-10-24 2025-04-10
15. INVESCO QQQ TRUST SERIES 1   2025-02-13 2025-04-10
185. INVESCO QQQ TRUST SERIES 1   2025-02-05 2025-04-10
401. ISHARES MSCI EUROPE FINANCIA   2024-06-18 2025-04-10
4666. ISHARES MSCI EUROPE FINANCIA   2024-06-18 2025-04-10
316. SPDR EURO STOXX 50 ETF   2023-12-13 2025-04-10
3926. SPDR EURO STOXX 50 ETF   2023-12-13 2025-04-10
5244.512 BLACKROCK HIGH YIELD-K     2025-05-09
64465.272 BLACKROCK HIGH YIELD-K     2025-05-09
80.116 FIDELITY INTL INDX   2023-12-13 2025-05-09
1656.532 FIDELITY INTL INDX   2024-07-31 2025-05-09
28. INVESCO QQQ TRUST SERIES 1     2025-05-09
57. INVESCO QQQ TRUST SERIES 1     2025-05-09
524. INVESCO QQQ TRUST SERIES 1     2025-05-09
590. INVESCO QQQ TRUST SERIES 1     2025-05-09
354. ISHARES TR S & P MIDCAP 400 INDEX FD   2023-02-28 2025-05-09
4224. ISHARES TR S & P MIDCAP 400 INDEX FD   2023-02-28 2025-05-09
250. ISHARES MSCI JAPAN ETF   2024-03-21 2025-05-09
15. VANECK SEMICONDUCTOR ETF   2024-05-15 2025-05-09
188. VANECK SEMICONDUCTOR ETF   2024-05-15 2025-05-09
40. VANGUARD EUROPEAN ETF     2025-05-09
6.936 FIDELITY 500 INDEX FUND   2024-12-03 2025-06-05
36.661 FIDELITY 500 INDEX FUND   2025-01-22 2025-06-05
28.91 FIDELITY 500 INDEX FUND   2024-12-03 2025-06-05
429.826 SIX CIRCLES INTL UNCON EQ   2024-05-15 2025-06-05
584.147 SIX CIRCLES INTL UNCON EQ   2024-05-15 2025-06-05
120.776 SIX CIRCLES INTL UNCON EQ   2024-05-15 2025-06-05
128.876 FIDELITY INTL INDX     2025-07-23
275.909 FIDELITY INTL INDX   2024-07-31 2025-07-23
2000.559 FIDELITY INTL INDX     2025-07-23
95. INVESCO S&P 500 EQUAL WEIGHT     2025-07-23
40. INVESCO S&P 500 EQUAL WEIGHT   2023-11-20 2025-07-23
1333. INVESCO S&P 500 EQUAL WEIGHT     2025-07-23
553. INVESCO S&P 500 EQUAL WEIGHT   2023-11-20 2025-07-23
3. ISHARES TR 7-10 YR TREAS INDEX FD   2025-01-17 2025-09-10
12. ISHARES TR 7-10 YR TREAS INDEX FD   2024-05-15 2025-09-10
7. ISHARES TR 7-10 YR TREAS INDEX FD   2025-01-22 2025-09-10
66. ISHARES TR 7-10 YR TREAS INDEX FD   2024-05-15 2025-09-10
8. ISHARES TR 7-10 YR TREAS INDEX FD   2025-01-17 2025-09-10
41. ISHARES TR 7-10 YR TREAS INDEX FD   2024-05-15 2025-09-10
230.36 PIMCO MTGE OPPORTUNITIES IS   2024-05-15 2025-09-10
348.93 PIMCO MTGE OPPORTUNITIES IS   2024-05-15 2025-09-10
68.08 PIMCO MTGE OPPORTUNITIES IS   2024-05-15 2025-09-10
339. ISHARES TR 7-10 YR TREAS INDEX FD     2025-10-03
3628. ISHARES TR 7-10 YR TREAS INDEX FD     2025-10-03
12.113 FIDELITY 500 INDEX FUND     2025-10-09
59.863 FIDELITY 500 INDEX FUND     2025-10-09
39.217 FIDELITY 500 INDEX FUND     2025-10-09
234.894 SIX CIRCLES CREDIT OPPORT   2025-01-17 2025-10-09
683.862 SIX CIRCLES CREDIT OPPORT     2025-10-09
124.153 SIX CIRCLES CREDIT OPPORT   2025-01-22 2025-10-09
1260.992 SIX CIRCLES CREDIT OPPORT     2025-10-09
58.407 SIX CIRCLES CREDIT OPPORT   2025-01-17 2025-10-09
213.332 SIX CIRCLES CREDIT OPPORT     2025-10-09
52. VANGUARD MORTGAGE-BACKED SEC   2024-12-03 2025-10-09
167. VANGUARD MORTGAGE-BACKED SEC   2024-12-03 2025-10-09
251. VANGUARD MORTGAGE-BACKED SEC   2024-12-03 2025-10-09
37. VANGUARD MORTGAGE-BACKED SEC   2024-12-03 2025-10-09
25. VANGUARD MORTGAGE-BACKED SEC   2024-12-03 2025-10-09
8. VANGUARD MORTGAGE-BACKED SEC   2024-12-03 2025-10-09
5. VANGUARD INT-TERM CORPORATE   2025-01-17 2025-10-09
2. VANGUARD INT-TERM CORPORATE   2024-05-15 2025-10-09
18. VANGUARD INT-TERM CORPORATE   2025-01-17 2025-10-09
5. VANGUARD INT-TERM CORPORATE   2024-05-15 2025-10-09
14. VANGUARD INT-TERM CORPORATE   2025-01-22 2025-10-09
21. VANGUARD INT-TERM CORPORATE   2024-05-15 2025-10-09
261.04 BLACKROCK HIGH YIELD-K   2025-10-03 2025-12-09
292.755 FIDELITY 500 INDEX FUND     2025-12-09
2. INVESCO QQQ TRUST SERIES 1   2025-07-23 2025-12-09
26. ISHARES CORE MSCI EMERGING   2025-05-09 2025-12-09
32. ISHARES CORE MSCI EMERGING   2018-10-02 2025-12-09
43. JPMORGAN BETABUILDERS CANADA     2025-12-09
214.142 PIMCO TOTAL RETURN FIND   2019-02-04 2025-12-09
73. SECTOR SPDR TR   2025-02-13 2025-12-09
17. SECTOR SPDR TR   2024-11-15 2025-12-09
16. SECTOR SPDR SHS BEN INT TECHNOLOGY   2025-07-23 2025-12-09
175. VANGUARD EUROPEAN ETF   2025-02-25 2025-12-09
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    
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(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 90,564   87,318 3,246
b 76,550   61,248 15,302
c 34,423   33,357 1,066
d 214,443   171,340 43,103
e 164,558   158,405 6,153
16,831   20,334 -3,503
145,777   98,462 47,315
103,286   110,529 -7,243
1,470   1,194 276
16,874   12,808 4,066
14,859   14,032 827
1,409   1,723 -314
12,402   8,478 3,924
5,239   5,192 47
735   656 79
7,467   7,278 189
46,357   45,184 1,173
10,353   9,596 757
120,642   111,814 8,828
8,723   8,097 626
2,633   2,287 346
72,091   66,919 5,172
26,280   22,818 3,462
1,843   1,851 -8
12,354   12,413 -59
21,791   21,886 -95
143,373   144,058 -685
35,749   38,313 -2,564
87,018   91,041 -4,023
1,405   1,550 -145
17,267   19,054 -1,787
6,692   8,039 -1,347
82,540   97,470 -14,930
10,703   9,030 1,673
124,544   105,067 19,477
16,360   15,053 1,307
203,253   187,025 16,228
36,974   37,914 -940
454,480   465,872 -11,392
4,334   3,699 635
89,618   84,881 4,737
13,663   14,724 -1,061
27,813   10,720 17,093
255,687   268,957 -13,270
287,891   129,225 158,666
20,849   18,374 2,475
248,777   219,247 29,530
18,001   17,957 44
3,351   3,509 -158
41,997   43,974 -1,977
2,963   2,829 134
1,433   1,460 -27
7,577   7,751 -174
5,975   6,087 -112
5,545   5,141 404
7,535   6,986 549
1,558   1,444 114
7,552   5,904 1,648
16,168   14,138 2,030
117,233   92,241 24,992
17,805   13,981 3,824
7,497   5,843 1,654
249,838   199,321 50,517
103,646   80,784 22,862
291   278 13
1,165   1,123 42
680   647 33
6,409   6,177 232
777   739 38
3,981   3,837 144
2,177   2,153 24
3,297   3,262 35
643   636 7
32,670   33,481 -811
349,639   358,191 -8,552
2,834   2,533 301
14,006   12,607 1,399
9,176   8,188 988
2,126   2,100 26
6,189   6,030 159
1,124   1,112 12
11,412   11,118 294
529   522 7
1,931   1,881 50
2,438   2,399 39
7,830   7,703 127
11,768   11,578 190
1,733   1,707 26
1,171   1,153 18
375   369 6
419   401 18
168   160 8
1,508   1,444 64
419   400 19
1,173   1,125 48
1,759   1,679 80
1,890   1,895 -5
69,711   49,989 19,722
1,245   1,128 117
1,742   1,444 298
2,144   1,638 506
3,925   3,211 714
1,889   2,120 -231
3,917   3,775 142
912   848 64
2,355   2,082 273
14,337   12,374 1,963
      28,793
      28,793
      28,793
      28,793
      28,793
      28,793
      28,793
      28,793
      28,793
      28,793
      28,793
      28,793
      28,793
      28,793
      28,793
      28,793
      28,793
      28,793
      28,793
      28,793
      28,793
      28,793
      28,793
      28,793
      28,793
      28,793
      28,793
      28,793
      28,793
      28,793
      28,793
      28,793
      28,793
      28,793
      28,793
      28,793
      28,793
      28,793
      28,793
      28,793
      28,793
      28,793
      28,793
      28,793
      28,793
      28,793
      28,793
      28,793
      28,793
      28,793
      28,793
      28,793
      28,793
      28,793
      28,793
      28,793
      28,793
      28,793
      28,793
      28,793
      28,793
      28,793
      28,793
      28,793
      28,793
      28,793
      28,793
      28,793
      28,793
      28,793
      28,793
      28,793
      28,793
      28,793
      28,793
      28,793
      28,793
      28,793
      28,793
      28,793
      28,793
      28,793
      28,793
      28,793
      28,793
      28,793
      28,793
      28,793
      28,793
      28,793
      28,793
      28,793
      28,793
      28,793
      28,793
      28,793
      28,793
      28,793
      28,793
      28,793
      28,793
      28,793
      28,793
      28,793
      28,793
      28,793
      28,793
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       3,246
b       15,302
c       1,066
d       43,103
e       6,153
      -3,503
      47,315
      -7,243
      276
      4,066
      827
      -314
      3,924
      47
      79
      189
      1,173
      757
      8,828
      626
      346
      5,172
      3,462
      -8
      -59
      -95
      -685
      -2,564
      -4,023
      -145
      -1,787
      -1,347
      -14,930
      1,673
      19,477
      1,307
      16,228
      -940
      -11,392
      635
      4,737
      -1,061
      17,093
      -13,270
      158,666
      2,475
      29,530
      44
      -158
      -1,977
      134
      -27
      -174
      -112
      404
      549
      114
      1,648
      2,030
      24,992
      3,824
      1,654
      50,517
      22,862
      13
      42
      33
      232
      38
      144
      24
      35
      7
      -811
      -8,552
      301
      1,399
      988
      26
      159
      12
      294
      7
      50
      39
      127
      190
      26
      18
      6
      18
      8
      64
      19
      48
      80
      -5
      19,722
      117
      298
      506
      714
      -231
      142
      64
      273
      1,963
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 488,176
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 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 13,132
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 13,132
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 13,132
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 12,588
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 12,588
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....... 9 544
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10  
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax0 Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
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. $   (2) On foundation managers.$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$  
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)
OK
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 2025 or the taxable year beginning in 2025? 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 address  
14
The books are in care ofJPMORGAN CHASE BANK NA Telephone no. (800) 496-2583

Located at10 S DEARBORN IL1-0111CHICAGOIL ZIP+460603
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, 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
Form 990-PF (2025)
Form 990-PF (2025)
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 ........
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 2025? .............
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 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 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.
20, 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 2025 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 Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
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 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
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 .........
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 		157,949    
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................... 0
Form 990-PF (2025)
Form 990-PF (2025)
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.........................  
Form 990-PF (2025)
Form 990-PF (2025)
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
21,647,788
b
Average of monthly cash balances.......................
1b
406,040
c
Fair market value of all other assets (see instructions)................
1c
874,096
d
Total (add lines 1a, 1b, and 1c).......................
1d
22,927,924
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
22,927,924
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
343,919
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
22,584,005
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
1,129,200
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
1,129,200
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
13,132
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
13,132
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,116,068
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,116,068
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
1,116,068
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, line 26, column (d) ..........
1a
1,055,134
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
1,055,134
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 1,116,068
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 975,443
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 0
b From 2021...... 0
c From 2022...... 0
d From 2023...... 0
e From 2024...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2025 from Part
XI, line 4: $ 1,055,134
a Applied to 2024, but not more than line 2a 975,443
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 2025 distributable amount..... 79,691
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2025. 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 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		1,036,377
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 2020 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2021 .... 0
b Excess from 2022 .... 0
c Excess from 2023 .... 0
d Excess from 2024 .... 0
e Excess from 2025 .... 0
Form 990-PF (2025)
Form 990-PF (2025)
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 2025, enter the date of the ruling ......
 
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) 2025 (b) 2024 (c) 2023 (d) 2022
         
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, 3b, or 3c 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 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, 2b, 2c, and 2d. 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 (2025)
Form 990-PF (2025)
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   GENERAL 5,000

HARVEST HOUSE

1439 EAST 71ST ST
TULSA,OK74136 		NONE   GENERAL 2,500

TRANSITIONAL LIVING CENTERS OF OKLAHOMA
INC
1607 NORTH HARTFORD AVE
TULSA,OK74106 		NONE   GENERAL 2,500

HOPE IS ALIVE MINISTRIES INC

14400 BOGERT PARKWAY STE 200
OKLAHOMA CITY,OK73134 		NONE   GENERAL 5,000

TULSA DEBATE LEAGUE INCORPORATED

9733 E 54TH STREET
TULSA,OK74146 		NONE   GENERAL 5,000

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

TULSA BOYS HOME

PO BOX 1101
TULSA,OK74101 		NONE   GENERAL 222,047

NEWVIEW OKLAHOMA INC

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

GOODWILL INDUSTRIES OF TULSA

2800 SOUTHWEST BOULEVARD
TULSA,OK74107 		NONE   GENERAL 222,047

A NEW LEAF INC

PO BOX 35903
TULSA,OK741530903 		NONE   GENERAL 5,000

OPERATION AWARE OF OKLAHOMA

8990-B SOUTH SHERIDAN RD
TULSA,OK74133 		NONE   GENERAL 2,500

THE SPRING SHELTER INC

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

PAUSE4PAWS INC

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

BEHEARD

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

AVANZANDO JUNTOS CORP

32 SOUTH LEWIS AVE
TULSA,OK74101 		NONE   GENERAL 5,000

DOMESTIC VIOLENCE INTERVENTION SERVICES

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

PHOENIX RISING FOUNDATION

9222 S ELWOOD AVE STE B
JENKS,OK74037 		NONE   GENERAL 2,500

MEALS ON WHEELS OF METRO
TULSA INC
1520 S ROCKFORD AVE
TULSA,OK74120 		NONE   GENERAL 5,000

YMCA

101 N WACKER DRIVE
CHICAGO,IL60606 		NONE   GENERAL 222,047

CLAREHOUSE INC

7617 S MINGO ROAD
TULSA,OK74133 		NONE   GENERAL 5,000

SALVATION ARMY

615 SLATERS LANE PO BOX 269
ALEXANDRIA,VA22313 		NONE   GENERAL 222,047

GLOBAL GARDENS

PO BOX 52034
TULSA,OK74152 		NONE   GENERAL 5,000

CAMP FIRE GREEN COUNTRY INC

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

THE PARENT CHILD CENTER OF TULSA INC

1421 SOUTH BOSTON AVENUE
TULSA,OK74119 		NONE   GENERAL 2,500

GIRLS SCOUTS OF EASTERN OKLAHOMA

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

TULSA COMMUNITY FOUNDATION

7030 S YALE AVE STE 600
TULSA,OK74136 		NONE   GENERAL 2,500

RESONANCE CENTER FOR WOMEN INC

1608 S ELWOOD AVENUE
TULSA,OK74119 		NONE   GENERAL 7,500

REVITALIZE T-TOWN INC

14 E 7TH ST
TULSA,OK74119 		NONE   GENERAL 5,000
Total ................................. 3a 995,688
bApproved for future payment
Total ................................. 3b  
Form 990-PF (2025)
Form 990-PF (2025)
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 ....     14 564,775  
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 ............ 		    18 488,176  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aROYALTY INCOME 		    15 2,080  
bSTATE TAX REFUND     1 25  
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   1,055,056  
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,055,056
(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 (2025)
Form 990-PF (2025)
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 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 1,215,018 1,247,610
921937603 VANGUARD TTL BD MKT 2,698,604 2,731,758
693390700 PIMCO TOTAL RETURN F 837,457 831,897
464287440 ISHARES 7-10 YEAR TR 529,610 526,861
09260B614 BLACKROCK HIGH YIELD 484,998 482,994
54401E143 LORD ABBETT SHRT DUR 25,088 25,398
72201F490 PIMCO INCOME FUND-IN 12,658 13,145
83002G108 SIX CIRCLES ULTR SHR 12,518 12,619
83002G702 SIX CIRCLES GLOBAL B 219,605 219,627
83002G884 SIX CIRCLES CREDIT O 26,996 27,762
921937835 VANGUARD TOTAL BOND 38,632 39,479
92203J407 VANGUARD TOTAL INTL 82,804 81,612
92206C771 VANGUARD MORTGAGE-BA 13,592 13,936
92206C870 VANGUARD INT-TERM CO 19,911 20,854
46429B267 ISHARES US TREASURY 34,784 34,699

TY 2025 InvestmentsCorpStockSchedule
Name:
TULSA FDN GEN FD XXXXX8000
EIN:
73-6090617
Name of Stock End of Year Book Value End of Year Fair Market Value
315911727 FIDELITY INTL INDX 387,302 548,502
315911750 FIDELITY 500 INDEX F 4,678,758 8,800,438
46090E103 INVESCO QQQ TRUST SE 283,419 957,709
46434G103 ISHARES CORE MSCI EM 766,047 1,027,794
46434G822 ISHARES MSCI JAPAN E 363,447 523,760
92189F106 VANECK GOLD MINERS E    
81369Y209 STATE STREET HEALTH 168,842 257,278
92189H607 VANECK OIL SERVICES    
922042874 VANGUARD FTSE EUROPE 1,204,697 1,519,445
04314H857 ARTISAN INTL VAL-INS 293,512 349,776
46137V357 INVESCO S&P 500 EQUA    
464287507 ISHARES CORE S&P MID    
46641Q225 JPMORGAN BETABUILDER 288,059 410,874
78463X202 SPDR EURO STOXX 50 E    
97717W851 WISDOMTREE JAPAN HED    
464289180 ISHARES MSCI EUROPE    
46435G334 ISHARES MSCI UNITED    
46641Q217 JPMORGAN BETABUILDER 32,625 38,162
46641Q233 JPMORGAN BETABUILDER 169,530 189,168
81369Y407 STATE STREET CONSUME 129,358 149,263
81369Y605 STATE STREET FINANCI 340,775 418,498
81369Y704 STATE STREET INDUSTR 152,899 169,546
83002G306 SIX CIRCLES US UNCON 151,880 170,516
83002G405 SIX CIRCLES INTL UNC 94,149 111,002
92189F676 VANECK SEMICONDUCTOR    
46641Q191 JPMORGAN BETABUILDER 20,732 21,697
81369Y308 STATE STREET CONSUME 51,606 49,094
81369Y506 STATE STREET ENERGY 49,072 48,644
81369Y803 STATE STREET TECHNOL 409,244 536,720
81369Y852 STATE STREET COMMUNI 125,343 151,859
81369Y886 STATE STREET UTILITI 156,734 165,637

TY 2025 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 FRNKLN ALTRNTV STRTG AT COST 16,826 15,965
64128R608 NEUBERGER BERM LNG S AT COST 12,947 13,693
72201U638 PIMCO MRTG OPP & BND AT COST 6,720 6,798
83002G876 SIX CIRCLES MULTI-ST AT COST 40,089 39,978
09257V508 BLACKSTONE ALT MULTI AT COST 2,962 3,012

TY 2025 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 85
XXX-XX-XXXX NORTHWESTERN MUTUAL 27,149 27,149 65,079
Z02617001 MASS MUTUAL #1110131 23,625 23,625 23,887
Z02618009 MASS MUTUAL #1115403 55,146 55,970 83,156
Z02619007 MASS MUTUAL #1117399 40,696 42,618 33,986
Z02620005 MASS MUTUAL #1118461 24,263 25,062 25,027
Z02621003 MASS MUTUAL #1153925 19,679 19,679 35,705
Z02622001 MASS MUTUAL #1156534 29,094 30,213 22,904
Z02624007 MASS MUTUAL #7193026 3,714 3,740 10,655
Z02625004 MASS MUTUAL #7208453 16,324 15,563 61,712
Z02626002 MASS MUTUAL #7519267 12,322 12,322 38,343
Z02627000 MASS MUTUAL #8680291 22,023 22,023 65,338
Z02628008 MASS MUTUAL #8695490 17,170 17,216 45,819
Z02629006 MASS MUTUAL #8826279 9,412 9,412 24,359
Z02630004 MASS MUTUAL #8826293 8,579 8,678 16,600
Z02633008 MASS MUTUAL #8931310 33,866 35,493 35,600
Z02635003 MASS MUTUAL #8955775 30,848 31,812 65,366
Z02637009 MASS MUTUAL #8957972 50,912 52,503 78,181
Z02638007 MASS MUTUAL #8976916 20,191 20,782 39,738
Z02639005 MASS MUTUAL #9601318 11,191 11,552 20,428
Z02640003 MASS MUTUAL #9601330 13,547 13,984 23,833
Z02641001 MASS MUTUAL #9603665 24,924 25,728 28,113
Z02643007 MASS MUTUAL #9858357 16,698 16,698 32,261
Z02644005 MASS MUTUAL #9894431 13,674 14,145 14,840
XXX-XX-XXXX THIS IS FOR HEADRIGH   0 1


TY 2025 OtherDecreasesSchedule
Name:
TULSA FDN GEN FD XXXXX8000
EIN:
73-6090617
Description Amount
RETURN OF CAPITAL ADJUSTMENT 6,382
2025 TRANSACTION POSTED IN 2026 15,323
MUTUAL FUND ADJUSTMENT 9
ROUNDING ADJUSTMENT 7


TY 2025 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 51 51   0
WEBSITE HOSTING FEE 290 0   290


TY 2025 OtherIncomeSchedule2
Name:
TULSA FDN GEN FD XXXXX8000
EIN:
73-6090617
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
ROYALTY INCOME 2,080 2,080  
STATE TAX REFUND 25 25  
OTHER INCOME   0  


TY 2025 OtherIncreasesSchedule
Name:
TULSA FDN GEN FD XXXXX8000
EIN:
73-6090617
Description Amount
2024 TRANSACTION POSTED IN 2025 12,958
INSURANCE POLICIES BV CHANGE 10,921


TY 2025 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 2025 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 36 36   0
FEDERAL TAX PAYMENT - PRIOR YE 12,000 0   0
FEDERAL ESTIMATES - INCOME 4,307 0   0
FOREIGN TAXES ON QUALIFIED FOR 6,432 6,432   0
FOREIGN TAXES ON NONQUALIFIED 2,475 2,475   0