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
MARY K OXLEY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address) 1437 S BOULDER AVE 770
 
Room/suite
City or town
TULSA
State or province
OK
Country  
ZIP or foreign postal code
74119
A Employer identification number

27-0577885
B Telephone number (see instructions)

9185841978
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)$32,627,093
J 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) 0
2 Check .................
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 794,108 794,108  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,957,930
b Gross sales price for all assets on line 6a 13,990,142
7 Capital gain net income (from Part IV, line 2)... 1,957,930
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... -874 -874  
12 Total. Add lines 1 through 11........ 2,751,164 2,751,164  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 50,145 50,145   0
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 5,078 5,078   0
c Other professional fees (attach schedule).... 185,093 185,093   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 49,050 17,370   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 15,843 15,843   0
21 Travel, conferences, and meetings....... 2,868 2,868   0
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 391,312 195,656   195,656
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 699,389 472,053   195,656
25 Contributions, gifts, grants paid....... 614,000 614,000
26 Total expenses and disbursements. Add lines 24 and 25 ................ 1,313,389 472,053   809,656
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,437,775
b Net investment income (if negative, enter -0-) 2,279,111
c Adjusted net income (if negative, enter -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............. 56,387 52,125 52,125
2 Savings and temporary cash investments......... 1,162,768 580,574 580,574
3 Accounts receivable  
Less: allowance for doubtful accounts        
4 Pledges receivable  
Less: allowance for doubtful accounts        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule)  
Less: allowance for doubtful accounts        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 16,489,544 Click to see attachment
List of Attached Documents:
// Content
18,795,404
27,235,283
c Investments—corporate bonds (attach schedule)....... 4,384,585 Click to see attachment
List of Attached Documents:
// Content
4,303,004
4,336,088
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 615,544 Click to see attachment
List of Attached Documents:
// Content
414,940
423,023
14 Land, buildings, and equipment: basis 12,932
Less: accumulated depreciation (attach schedule) 12,932      
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 22,708,828 24,146,047 32,627,093
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 ) Click to see attachment
List of Attached Documents:
// Content
1,236
Click to see attachment
List of Attached Documents:
// Content
680
23 Total liabilities (add lines 17 through 22)......... 1,236 680
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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 22,707,592 24,145,367
29 Total net assets or fund balances (see instructions)..... 22,707,592 24,145,367
30 Total liabilities and net assets/fund balances (see instructions). 22,708,828 24,146,047
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
22,707,592
2
Enter amount from Part I, line 27a .....................
2
1,437,775
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3 ..........................
4
24,145,367
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
24,145,367
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 K-1 P    
b SALE OF PUBLICLY TRADED STOCK      
c
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a     37 -37
b 13,990,142   12,032,175 1,957,967
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       -37
b       1,957,967
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 1,957,930
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 31,680
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 31,680
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 31,680
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 31,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 10,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 41,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 173
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10 9,147
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax9,147 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. $ 0(2) On foundation managers.$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$ 0
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 addressN/A
14
The books are in care ofBETH WALLACE Telephone no. (918) 584-1978

Located at1437 SOUTH BOULDER SUITE 770TULSAOK ZIP+474119
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)
Yes
 
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
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
JOHN C OXLEY TRUSTEE
1.00
0 0 0
1437 S BOULDER STE 770
TULSA,OK74119
DEBBIE OXLEY TRUSTEE
1.00
0 0 0
1437 S BOULDER STE 770
TULSA,OK74119
THOMAS E RAINS CFO
5.00
0 0 0
1437 S BOULDER STE 770
TULSA,OK74119
R H HARBAUGH TRUSTEE
5.00
0 0 0
1437 S BOULDER STE 770
TULSA,OK74119
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
GREENHILL PROPERTIES ADMINSTRATIVE OVERHEAD 432,580
1437 S BOULDER STE 770
TULSA,OK74119
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.........................0
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
29,648,819
b
Average of monthly cash balances.......................
1b
1,174,211
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
30,823,030
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
30,823,030
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
462,345
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
30,360,685
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
1,518,034
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
1,518,034
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
31,680
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
31,680
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,486,354
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,486,354
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
1,486,354
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
809,656
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
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
809,656
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 1,486,354
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 241,329
b From 2021......  
c From 2022......  
d From 2023...... 154,288
e From 2024......  
f Total of lines 3a through e ........ 395,617
4Qualifying distributions for 2025 from Part
XI, line 4: $ 809,656
a Applied to 2024, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions) .....
0
c Treated as distributions out of corpus (Election
required—see instructions) ........
0
d Applied to 2025 distributable amount..... 809,656
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2025. 395,617 395,617
(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 ..........
281,081
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 ....  
b Excess from 2022 ....  
c Excess from 2023 ....  
d Excess from 2024 ....  
e Excess from 2025 ....  
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

1000 FRIENDS OF FLORIDA

PO BOX 5948
TALLAHASSEE,FL32314
NONE   EFFORTS CONSERVATION 5,000

ASPEN COMMUNITY UNITED METHODIST CHURCH

200 E BLEEKER ST 1418
ASPEN,CO81611
NONE   2025 PROGRAM SUPPORT 25,000

ASPEN COMMUNITY UNITED METHODIST CHURCH

200 E BLEEKER ST 1418
ASPEN,CO81611
NONE   "PEAK" KENYA 1,500

BEST

22450 HEADQUARTERS AVE
APPLE VALLEY,CA92307
NONE   DINNER BACKSTRETCH 10,000

BAPTIST HEALTH LEXINGTON FOUNDATION INC

1740 NICHOLASVILLE RD
LEXINGTON,KY40503
NONE   CARDIAC RESEARCH 50,000

BLUE GRASS FARMS CHARITIES

2339 SANDERSVILLE ROAD
LEXINGTON,KY40511
NONE   2025 PROGRAM SUPPORT 10,000

BLUEGRASS CONSERVANCY

450 OLD VINE STREET SUITE 105
LEXINTON,KY40507
NONE   2025 PROGRAM SUPPORT 5,000

BOYS AND GIRLS CLUB OF PALM BEACH COUNTY

800 NORTHPOINT PKWY STE 204
WEST PALM BEACH,FL334071978
NONE   FOOD FOR GLADES AREA 10,000

CHAMBER MUSIC FESTIVAL OF LEXINGTON

440 RIDGEWAY RD
LEXINGTON,KY405022344
NONE   2025 PROGRAM SUPPORT 1,000

COMMONWEALTH FUND FOR KET INC

560 COOPER DRIE
LEXINGTON,KY40502
NONE   2025 PROGRAM SUPPORT 5,000

GRAYSON-JOCKEY CLUB RESEARCH FDN INC

821CORPORATEDR
LEXINGTON,KY405032748
NONE   RESEARCH PROJECT 10,000

KENTUCKY DERBY MUSEUM

704 CENTRAL AVE
LOUISVILLE,KY40208
NONE   PROGRAM SUPPORT 2025 5,000

KENTUCKY RACE TRACK CHAPLAINCY

PO BOX 324
SIMPSONVILLE,KY40067
NONE   RACE FOR GRACE 2,000

KENTUCKY RACE TRACK CHAPLAINCY

2365 HARRODSBURG RD
LEXINGTON,KY40504
NONE   2025 PROGRAM SUPPORT 10,000

NATIONAL MUSEUM OF POLO & HALL OF FRAME

9011 LAKE WORTH RD
LAKE WORTH,FL33467
NONE   2025 OPERATIONS 10,000

NATIONAL MUSEUM OF RACING & HALL OF FAME

191 UNION SAVE
SARATOGA SPRINGS,NY128663513
NONE   2025 MUSEUM BALL 10,000

NATIONAL MUSEUM OF RACING & HALL OF FAME

191 UNION SAVE
SARATOGA SPRINGS,NY128663513
NONE   CAPITAL PROJECT'S 100,000

NATIONAL MUSEUM OF RACING & HALL OF FAME

191 UNION SAVE
SARATOGA SPRINGS,NY128663513
NONE   2025 ANNUAL SUPPORT 10,000

OLD FRIENDS EQUINE

1841 PAYNES DEPOT RD
GEORGETOWN,KY40324
NONE   2025 PROGRAM SUPPORT 15,000

PEGGY ADAMS ANIMAL RESCUE LEAGUE

3200 N MILITARY TRL 3100
WEST PALM BEACH,FL33409
NONE   2025 PROGRAM SUPPORT 2,000

PERMANENTLY DISABLED JOCKEYS FUND

PO BOX 910864
LEXINGTON,KY40591
NONE   2025 DISABLED JOCKEY 10,000

RACE FOR EDUCATION

2560 RICHMOND ROAD
LEXINGTON,KY40509
NONE   2025 PROGRAM SUPPORT 5,000

RACE TRACK CHAPLAINCY OF AMERICA

2365 HARRODSBURG RD
LEXINGTON,KY40504
NONE   MEMBER PROGRAM 50,000

THE BACKSIDE LEARNING CENTER

3131 S 2ND ST 389
LOUISVILLE,KY40208
NONE   2025 PROGRAM SUPPORT 10,000

THE BELMONT CHILD CARE ASSOCIATION'S

2150 HEMPSTEAD TPK BELMONT PARK
GATE 6
ELMONT,NY11003
NONE   ANNA- HOUSE 500

THE JOCKEY CLUB FOUNDATION

40 E 52ND ST
NEW YORK,NY10022
NONE   SAFETY NET PROGRAM 10,000

THE LORD'S PLACE

2808 N AUSTRALIAN AVE
WEST PALM BEACH,FL33407
NONE   2025 PROGRAM SUPPORT 15,000

THOROUGHBRED AFTERCARE ALLIANCE FDN

821 CORPORATE DR
LEXINGTON,KY40503
NONE   ALLIANCE PROGRAM 15,000

THOROUGHBRED CHARITIES OF AMERICA LTD

PO BOX 910668
LEXINGTON,KY40591
NONE   2025 RESCUE PROGRAM 25,000

THOROUGHBRED RETIREMENT FOUNDATION INC

PO BOX 834
SARATOGA SPRINGS,NY12866
NONE   OK/KY RETIRE FARMS 10,000

UNIVERSITY OF KENTUCKY

301 PETERSON SERVICES BLDG
LEXINGTON,KY405060001
NONE   "EQUINE NOCARDIA" 10,000

UNIVERSITY OF LOUISVILLE

215 CENTRAL AVE STE 212
LOUISVILLE,KY402081451
NONE   COLORECTAL SURGERY 10,000

UNIVERSITY OF LOUISVILLE

215 CENTRAL AVE STE 212
LOUISVILLE,KY402081451
NONE   SURGICAL PROJECTS 10,000

UNIVERSITY OF LOUISVILLE FOUNDATION

215 CENTRAL AVE STE 212
LOUISVILLE,KY402081451
NONE   MEMORY CARE POLK 1,000

WESLEY MANOR RETIREMENT COMMUNITY INC

5012 EAST MANSLICK ROAD
LOUISVILLE,KY40219
NONE   2025 PATIENT CARE 5,000

WOODFORD HUMANE SOCIETY

265 THOMAS LN
VERSAILLES,KY40383
NONE   SPAY/NEUTER PROGRAM 2,000

TOWN OF PALM BEACH UNITED WAY INC

44 COCOANUT ROW
PALM BEACH,FL33480
NONE   2025 PROGRAM SUPPORT 1,000

THE SALVATION ARMY-SOUTHERN CALIFORNIA DIV

16941 KEEGAN AVE
CARSON,CA90746
NONE   2025 WILD FIRES 10,000

STABLE RECOVERY

2001 RIVER CIR DR
RICHMOND,KY40475
NONE   2025 PROGRAM SUPPORT 10,000

PARKINSON'S FOUNDATION

1350 BROADWAY STE 1530
NEW YORK,NY10018
NONE   MEMORY PAUL OREFFICE 1,000

MOFFIT CANCER CENTER FOUNDATION

12902 MAGNOLIA DR
TAMPA,FL33612
NONE   KAREN E MANIOIN EID 25,000

HABITAT FOR HUMANITY INTERNATIONAL

322 WEST LAMAR ST
AMERICUS,GA317093543
NONE   MEMORY JIM CARTER 10,000

FAMILY & CHILDREN'S SERVICES INC

5310 E 31ST ST SUITE 800
TULSA,OK74135
NONE   MEMORY TOM GUDGEL 1,000

BAPTIST HEALTH LEXINGTON FOUNDATION INC

1740 NICHOLASVILLE RD
LEXINGTON,KY40503
NONE   VOLTA/S-ICD RESEARCH 50,000

AMERICAN RED CROSS - KENTUCKY

520 E CHESTNUT ST
LOUISVILLE,KY40201
NONE   MAY, 2025 STORMS 10,000

AMERICAN RED CROSS

430 17TH ST NW
WASHINGTON,DC20006
NONE   2025 CA WILDFIRES 10,000

1000 FRIENDS OF FLORIDA

308 N MONROE ST
TALLAHASSEE,FL32301
NONE   2025 CONSERVATION 1,000
Total ................................. 3a 614,000
bApproved for future payment
Total ................................. 3b 0
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 ....     14 794,108  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............
    18 1,957,930  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aLIMITED PARTNERSHIP INCOME
    14 -1,634  
bMISCELLANEOUS INCOME     14 220  
cCLASS ACTION LAWSUIT INCOME     14 540  
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 2,751,164 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
2,751,164
(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 AccountingFeesSchedule
Name:
MARY K OXLEY FOUNDATION
EIN:
27-0577885
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 5,078 5,078   0

TY 2025 GeneralExplanationAttachment
Name:
MARY K OXLEY FOUNDATION
EIN:
27-0577885
Identifier Return Reference Explanation
EXPLANATION OF ACTIVITIES WITH A DISQUALIFIED PERSON FORM 990-PF, PART VI-B, QUESTIONS 1A(3) AND 1A(4) THE MARY K. OXLEY FOUNDATION OCCUPIES OFFICE SPACE LEASED BY GREENHILL PROPERTIES, LLC. A 50% OWNER OF GREENHILL PROPERTIES, LLC IS JOHN C. OXLEY, A TRUSTEE OF THE FOUNDATION. THE FOUNDATION PAID A TOTAL OF $432,579.77 TO GREENHILL PROPERTIES, LLC FOR EXPENSES ASSOCIATED WITH THE MANAGEMENT OF INVESTMENTS, BOOKKEEPING, AND THE MAKING OF GRANTS TO DONEE ORGANIZATIONS.

TY 2025 InvestmentsCorpBondsSchedule
Name:
MARY K OXLEY FOUNDATION
EIN:
27-0577885
Name of Bond End of Year Book Value End of Year Fair Market Value
ABBVIE INC NTS B/E RATE 02.950% MATURES 11/21/26 CALLABLE 14,987 15,379
AIR LEASE CORP NTS B/E CALL@MW+35BP RATE 05.850% MATURES 12/15/27 4,034 4,113
ALLEGION US HLDG CO INC CALL@MW+25BP RATE 03.550% MATURES 10/01/27 CALLABLE 19,560 19,825
ALTRIA GROUP INC NTS B/E CALL@MW+35BP RATE 06.875% MATURES 11/01/33 CALLABLE 18,440 19,232
AMERICAN TOWER CORP NTS CALL@MW+20BP RATE 05.450% MATURES 02/15/34 CALLABLE 19,869 20,813
AT&T INC NTS B/E CALL@MW+20BP RATE 01.650% MATURES 02/01/28 17,133 19,069
AT&T INC NTS B/E CALL@MW+25BP RATE 02.550% MATURES 12/01/33 CALLABLE (CUSIP: 18,901 19,665
B A T CPTL CORP NTS B/E CALL@MW+40BP RATE 06.421% MATURES 08/02/33 CALLABLE 19,802 20,997
BANK OF AMER CORP NTS CALL@MW+25BP RATE 05.819% MATURES 09/15/29 15,265 15,651
BANK OF AMERICA PFD SER 4 49,964 51,740
BANK OF NEW YORK MELLON 4.62% 12/29/49 187,825 198,704
BK OF AMER CORP B/E RATE 02.299% MATURES 07/21/32 23,869 25,060
BLOCK FINANCIAL LLC B/E CALL@MW+50BP RATE 03.875% MATURES 08/15/30 CALLABLE 15,937 17,350
BOYD GAMING CORP NTS B/E 0BP RATE 04.750% MATURES 12/01/27 (CUSIP:103304BU4) 20,712 21,972
BROADCOM INC B/E CALL@MW+20BP RATE 04.800% MATURES 10/15/34 20,310 21,081
BROADCOM INC NTS B/E CALL@MW+15BP RATE 05.150% MATURES 11/15/31 10,018 10,390
BROADCOM INC NTS B/E CALL@MW+50BP RATE 04.300% MATURES 11/15/32 CALLABLE (CU 73,511 81,008
BROWN & BROWN INC B/E CALL@MW+20BP RATE 05.550% MATURES 06/23/35 4,087 4,112
BROWN & BROWN INC NTS CALL@MW+20BP RATE 05.250% MATURES 06/23/32 14,108 14,332
CARLISLE COS INC B/E CALL@MW+20BP RATE 02.750% MATURES 03/01/30 2,704 2,830
CCO HLDGS LLC/CAP CORP CALL@MW+50BP RATE 04.500% MATURES 05/01/32 15,534 15,258
CDW LLC / CDW FIN CORP CALL@MW+50BP RATE 04.250% MATURES 04/01/28 (CUSIP:125 18,706 19,936
CENTENE CORP B/E CALL@MW+50BP RATE 02.500% MATURES 03/01/31 CALLABLE (CUSIP: 39,492 43,167
CHARLES SCHWAB CORP B/E FIX-TO-FLOAT RATE 05.000% MATURES 03/04/71 (CUSIP:80 42,746 45,295
CHENIERE ENERGY PARTNERS CALL@MW+50BP RATE 04.500% MATURES 10/01/29 CALLABLE 72,818 80,198
CHEVRON CORP NTS B/E CALL@MW+25BP RATE 01.995% MATURES 05/11/27 13,570 14,672
CITIGROUP INC B/E FIX-TO-FLT RATE 07.200% MATURES 03/06/73 CALLABLE (CUSIP:1 72,805 72,669
CITIGROUP INC B/E FIX-TO-FLT RATE 07.625% MATURES 02/15/73 CALLABLE (CUSIP:1 41,785 42,182
CITIGROUP INC FIX-TO-FLT CALL@MW+26BP RATE 04.658% MATURES 05/24/28 15,820 16,136
CITIGROUP INC NTS B/E CALL@MW+18BP RATE 03.070% MATURES 02/24/28 CALLABLE (C 74,866 81,074
COMCAST CORP B/E RATE 04.800% MATURES 05/15/33 18,586 20,207
COMCAST CORP B/E RATE 04.800% MATURES 05/15/33 CALLABLE (CUSIP:20030NEE7) 77,991 78,806
CONAGRA BRANDS INC B/E 0BP RATE 05.750% MATURES 08/01/35 12,216 12,283
CROWN CASTLE INC B/E CALL@MW+20BP RATE 05.200% MATURES 09/01/34 2,091 2,100
CROWN CASTLE INC NTS B/E CALL@MW+25BP RATE 05.600% MATURES 06/01/29 CALLABLE 5,041 5,190
CROWN CASTLE INTL CORP CALL@MW+25BP RATE 05.800% MATURES 03/01/34 CALLABLE ( 3,045 3,036
CSX CORP B/E CALL@MW+15BP RATE 05.200% MATURES 11/15/33 20,110 21,908
CVS HEALTH CORP NTS B/E CALL@MW+25BP RATE 05.300% MATURES 06/01/33 20,825 22,723
DICK'S SPORTING GOODS B/E RATE 03.150% MATURES 01/15/32 CALLABLE (CUSIP:2533 15,572 16,564
EXPEDIA GROUP INC NTS B/E RATE 04.625% MATURES 08/01/27 CALLABLE (CUSIP:3021 18,492 19,142
FISERV INC NTS B/E CALL@MW+25BP RATE 05.625% MATURES 08/21/33 CALLABLE (CUSI 17,215 17,556
FLEX LTD B/E CALL@MW+50BP RATE 04.875% MATURES 05/12/30 CALLABLE (CUSIP:3393 18,278 19,292
FORD MOTOR CREDIT CO LLC B/E RATE 05.113% MATURES 05/03/29 11,561 12,027
FORTUNE BRANDS HOME & CALL@MW+35BP RATE 05.875% MATURES 06/01/33 CALLABLE AC 17,732 17,988
GENUINE PARTS CO B/E CALL@MW+35BP RATE 06.875% MATURES 11/01/33 INTEREST EAR 16,328 16,697
GLOBAL PAYMENTS INC B/E CALL@MW+35BP RATE 02.900% MATURES 05/15/30 14,314 14,847
GLOBAL PAYMENTS INC NTS CALL@MW+40BP RATE 05.400% MATURES 08/15/32 CALLABLE 3,051 3,056
GNMA 10147 PD 3% 5/20/40 4,992 4,847
GNMA II PASSTHRUPOOL 4448 5.5% 5/20/39 25,025 24,614
GNMA POOL 0932 AB 4% 5/16/39 2,054 1,937
GOLDMAN SACHS GROUP INC 7.500% 111073 DTD042324 FC111024 FIX-TO-FLOAT (CUSIP 72,980 74,092
GOLDMAN SACHS GROUP INC CALL@MW+25BP RATE 03.850% MATURES 01/26/27 CALLABLE 74,028 77,938
HARTFORD FINLSVCSGRPSENNOTES 5.95% 10/15/36 99,412 107,912
HCA INC B/E CALL@MW+25BP RATE 05.450% MATURES 09/15/34 26,640 26,801
HCA INC NTS B/E CALL@MW+50BP RATE 05.625% MATURES 09/01/28 CALLABLE (CUSIP:4 19,030 19,606
HP INC NTS B/E RATE 04.000% MATURES 04/15/29 CALLABLE (CUSIP:40434LAK1) 19,114 19,800
INTEL CORP NTS B/E 5BP RATE 04.875% MATURES 02/10/26 (CUSIP:458140CD0) 73,570 74,047
IQVIA INC NTS B/E CALL@MW+30BP RATE 06.250% MATURES 02/01/29 (CUSIP:46266TAF 8,327 8,437
JOHN DEERE CAPITAL CORP MED TERM NTS RATE 04.800% MATURES 01/09/26 (CUSIP:24 73,995 74,014
JOHNSON & JOHNSON NTS 0BP B/E 98,535 97,247
JPMORGAN CHASE & CO B/E CALL@MW+20BP RATE 05.766% MATURES 04/22/35 25,163 25,616
JPMORGAN CHASE & CO NTS 0BP RATE 05.299% MATURES 07/24/29 20,665 21,649
JPMORGAN CHASE & CO NTS B/E RATE 03.625% MATURES 12/01/27 (CUSIP:46625HRX0) 73,338 77,614
L BRANDS INC NTS B/E CALL@MW+50BP RATE 06.875% MATURES 11/01/35 7,324 7,082
L BRANDS INC NTS B/E CALL@MW+50BP RATE 07.500% MATURES 06/15/29 CALLABLE (CU 16,100 16,396
LKQ CORP NTS B/E CALL@MW+45BP RATE 06.250% MATURES 06/15/33 (CUSIP:501889AF6 17,679 18,230
MARRIOTT INTL B/E 0BP RATE 04.625% MATURES 06/15/30 CALLABLE (CUSIP:571903BE 3,903 4,064
META PLATFORMS INC B/E CALL@MW+15BP RATE 04.750% MATURES 08/15/34 25,517 26,275
MITSUBISHI UFJ FINL GROUP INC RATE 03.677% MATURES 02/22/27 (CUSIP:606822AN4 74,721 77,854
MOLSON COORS BREWING CO 3.000% 071526 DTD070716 FC011517 CALL@MW+25BP (CUSIP 18,564 19,890
MORGAN STANLEY B/E CALL@MW+25BP RATE 05.424% MATURES 07/21/34 20,655 22,923
MORGAN STANLEY NTS B/E RATE 05.050% MATURES 01/28/27 CALLABLE (CUSIP:61747YE 24,026 24,017
MORGAN STANLEY NTS B/E RATE 05.123% MATURES 02/01/29 CALLABLE (CUSIP:61747YF 74,848 77,598
MORGAN STANLEY SER A PREFERRED 4.00% CLBL PAR VALUE - 25 USD (CUSIP:61747S50 50,358 48,250
MOTOROLA SOLUTIONS INC CALL@MW+35BP RATE 04.600% MATURES 05/23/29 CALLABLE ( 18,192 19,241
NATIONAL RURAL UTIL COOP CALL@MW+15BP RATE 03.400% MATURES 02/07/28 57,964 61,405
NETAPP INC NTS B/E CALL@MW+20BP RATE 05.500% MATURES 03/17/32 18,144 18,748
NEW YORK NY BUILD AMER BD 5.517% 10/01/37 50,230 50,859
NO TX TWY AUTH REV SER B BD 8.41% 2/01/30 37,370 39,710
OLIN CORP B/E 0BP RATE 05.625% MATURES 08/01/29 CALLABLE (CUSIP:680665AL0) 18,920 20,107
ONEOK INC. 6% 6/15/35 95,965 105,869
ORACLE CORP B/E 5BP RATE 06.250% MATURES 11/09/32 CALLABLE (CUSIP:68389XCJ2) 18,529 18,814
ORACLE CORP B/E 5BP RATE 06.250% MATURES 11/09/32 CALLABLE (CUSIP:68389XCJ2) 72,676 73,164
PACIFIC GAS & ELEC CO B/E RATE 04.550% MATURES 07/01/30 CALLABLE (CUSIP:6943 74,143 81,713
PAYPAL HOLDINGS INC NTS CALL@MW+20BP RATE 02.850% MATURES 10/01/29 79,305 84,346
PFIZER INVT ENTER NTS CALL@MW+20BP RATE 04.650% MATURES 05/19/30 (CUSIP:7169 3,944 4,082
PFIZER INVT ENTER NTS CALL@MW+20BP RATE 04.750% MATURES 05/19/33 CALLABLE (C 9,680 10,125
PHILIP MORRIS INTL INC CALL@MW+30BP RATE 05.625% MATURES 11/17/29 8,401 8,416
QORVO INC NTS B/E 4.375% 101529 DTD041520 FC101520 CALL@MW+50BP (CUSIP:74736 17,041 17,737
QUANTA SERVICES INC B/E CALL@MW+35BP RATE 02.900% MATURES 10/01/30 CALLABLE 16,641 18,735
SAN DIEGO G & E B/E CALL@MW+20BP RATE 05.400% MATURES 04/15/35 38,804 39,398
SBA COMMUNICATIONS CORP 3.125% 020129 DTD080121 FC020122 CALL@MW+50BP (CUSIP 20,400 22,960
SERVICE CORP INTL NTS CALL@MW+50BP RATE 04.000% MATURES 05/15/31 5,670 5,735
SOUTHERN CAL EDISON NTS CALL@MW+25BP RATE 05.850% MATURES 11/01/27 CALLABLE 72,919 73,993
SSTARBUCKS CORP B/E CALL@MW+25BP RATE 05.424% MATURES 07/21/34 15,734 15,628
SUMITOMO MITSUI FINL GRP B/E RATE 03.784% MATURES 03/09/26 (CUSIP:86562MAC4) 74,622 77,973
SVC CORP INTL NTS B/E CALL@MW+50BP RATE 05.125% MATURES 06/01/29 CALLABLE (C 15,140 16,106
SVC CORP INTL NTS B/E CALL@MW+50BP RATE 05.750% MATURES 10/15/32 2,008 2,035
TELEDYNE TECHNOLOGIES CALL@MW+20BP RATE 02.750% MATURES 04/01/31 17,358 18,526
TENET HEALTHCARE CORP CALL@MW+50BP RATE 06.125% MATURES 06/15/30 8,177 8,186
TENET HEALTHCARE CORP CALL@MW+50BP RATE 06.125% MATURES 10/01/28 (CUSIP:8803 14,820 16,072
T-MOBILE USA INC B/E CALL@MW+50BP RATE 03.500% MATURES 04/15/31 CALLABLE (CU 73,355 80,401
TRANSDIGM INC NTS B/E CALL@MW+650B P RATE 04.875% MATURES 05/01/29 22,396 22,941
TRIMBLE NAV LTD B/E 4.900% 061528 DTD061518 FC121518 CALL@MW+30BP (CUSIP:896 18,691 19,280
TRUIST FINL CORP B/E T CALL@MW+25BP RATE 05.122% MATURES 01/26/34 CALLABLE ( 73,437 77,551
U S TREASURY NOTE RATE 3.5000% MATURES 09/30/27 95,063 95,029
U S TREASURY NOTE RATE 3.5000% MATURES 10/15/28 164,919 99,930
U S TREASURY NOTE RATE 3.6250% MATURES 09/30/30 205,124 139,584
U S TREASURY NOTE RATE 3.8750% MATURES 09/30/32 142,540 144,768
U S TREASURY NOTE RATE 4.1250% MATURES 01/31/27 44,661 44,275
U S TREASURY NOTE RATE 4.2500% MATURES 08/15/35 61,261 60,563
US TSY INFL PROT NOTE RATE 0.1250% DUE 04/15/27 31,786 32,840
VERIZON COMM INC NTS B/E 0BP RATE 02.550% MATURES 03/21/31 18,813 20,120
WABTEC CORP NTS B/E CALL@MW+20BP RATE 05.611% MATURES 03/11/34 CALLABLE (CUS 20,051 20,001
WARNERMEDIA HLDGS INC 0BP RATE 04.279% MATURES 03/15/32 6,151 6,145
WELLS FARGO & CO B/E CALL@MW+20BP RATE 02.879% MATURES 10/30/30 19,408 20,939
WELLS FARGO & CO CALL@MW+25BP RATE 04.150% MATURES 01/24/29 (CUSIP:95000U2D4 73,452 78,224
WILLIS NORTH AMER INC 0BP RATE 05.350% MATURES 05/15/33 19,020 19,632
YUM! BRANDS INC B/E RATE 05.375% MATURES 04/01/32 CALLABLE (CUSIP:988498AR2) 7,890 8,100

TY 2025 InvestmentsCorpStockSchedule
Name:
MARY K OXLEY FOUNDATION
EIN:
27-0577885
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBVIE INC 85,136 119,957
ADOBE INC 23,976 20,649
ALERIAN MLP ETF 298,624 323,780
ALLSTATE CORP 61,437 75,558
ALTRIA GROUP INC 26,545 36,210
AMAZON.COM INC 60,611 151,418
APPLE INC COM 194,846 277,569
AT &T INC 67,742 91,883
BAKER HUGHES COMPANY 40,040 57,654
BERKSHIRE HATHAWAY INC-CL B 86,838 159,340
BIOGEN INC 41,354 26,574
BOOKING HOLDINGS INC 29,093 53,553
BRISTOL-MYERS SQUIBB CO 116,112 130,535
CAPITAL ONE FINANCIAL CORP 22,016 63,014
CARDINAL HEALTH INC 62,884 115,286
CBOE GLOBAL MARKETS INC 20,835 24,849
COINBASE GLOBAL INC 8,383 6,106
COLGATE-PALMOLIVE CO 40,313 32,556
CONOCOPHILLIPS 40,668 36,133
CORTEVA INC 27,992 56,908
CSX CORP 7,714 29,181
DEXCOM INC 45,875 45,729
EATON CORP PLC 37,512 42,043
EMERSON ELECTRIC CO 7,189 18,846
FIFTH THIRD BANCORP 29,478 32,907
GEN DIGITAL INC 55,885 56,691
GILEAD SCIENCES INC 51,871 74,012
HEALTHPEAK PROPERTIES INC REIT 32,823 29,748
JOHNSON & JOHNSON 28,021 40,355
MARATHON PETROLEUM CORP 49,595 52,529
MICRON TECHNOLOGY INC 30,323 78,773
MICROSOFT CORP 205,991 252,933
MOLSON COORS BEVERAGE COMPANY 51,821 39,911
NETAPP INC 65,303 59,970
NISOURCE INC 93,256 144,114
OREILLY AUTOMOTIVE INC 15,664 33,656
ON SEMICONDUCTOR CORPORATION 79,024 98,878
PROCTER & GAMBLE CO 42,628 69,219
REGENCY CENTERS CORP REIT 88,917 88,013
RESMED INC 17,681 17,824
ROYAL CARIBBEAN GROUP 16,829 33,191
S&P GLOBAL INC 35,848 97,202
SLB 38,684 30,627
SYNCHRONY FINANCIAL 52,957 141,998
TEXAS INSTRUMENTS INC 14,843 33,657
TEXTRON INC 70,910 79,150
UNITED RENTALS INC 28,777 62,318
VENTAS INC REIT 43,327 50,529
VERISIGN INC 122,660 118,074
WELLS FARGO & COMPANY 45,628 106,714
ZOETIS INC 49,661 34,097
ABBOTT LABS 145,608 161,624
ABBVIE INC 86,671 309,604
ABBVIE INC COM 63,152 97,337
ABBVIE INC COM 154,149 212,496
ADOBE INC. (DELAWARE) 125,099 107,097
ADVANCED MICRO DEVICES INC 107,295 162,547
AENA SME SA UNSP ADR 101,669 94,181
AES CORP 271,856 232,308
AIA GROUP LTD SPON ADR 46,725 47,384
AIR LIQUIDE ADR FRANCE ADR 33,711 41,559
AIRBUS SE UNSPONSORED ADR 22,024 45,962
ALCON INC 44,012 43,582
ALGONQUIN POWER & UTILITIES 67,007 66,189
ALPHABET INC CL A 98,617 163,073
ALPHABET INC CL C 113,946 215,581
AMAZON.COM INC 146,005 214,893
AMER ELECTRIC POWER CO 74,445 97,898
AMERICAN ELECTRIC POWER CO 86,452 212,862
AMGEN INC 180,841 212,424
APOLLO GLOBAL MGT LLC 27,088 196,729
APPLE INC 153,179 214,226
ASHTEAD GROUP PLC ADR 43,789 44,425
ASML HOLDING NV NY REG NEW 41,420 58,254
ASTRAZENECA PLC ADR 56,872 72,992
BAE SYSTEMS PLC SPON ADR 42,228 75,064
BANK IRELAND GROUP PLC UNSPONSORED ADR 28,098 57,908
BANK OF AMER CORP 130,274 213,015
BANKAMERICA CORPORATION 83,273 253,880
BANKINTER SA SPON ADR 67,998 157,014
BARCLAYS PLC ADR 21,107 58,840
BARRY CALLEBAUT AG UNSPSD ADR 35,758 48,713
BLACKSTONE GROUP LP 34,076 249,399
BOEING COMPANY 180,088 216,686
BRITISH AMER TOB SPON ADR 100,074 100,784
BROADCOM INC 40,983 165,090
BROOKFIELD RENEWABLE COR CAD 152,819 211,637
CARDINAL HEALTH INC 91,364 159,468
CARLSBERG AS SPON ADR 65,968 73,203
CHEVRON CORP 211,820 216,727
CITIGROUP INC 101,030 211,326
CME GROUP INC 95,828 106,228
COLOPLAST AS SPONSERED ADR 44,650 40,408
COMM SERVICES SELECT SECTOR SPDR ETF 125,403 215,310
CONSTELLATION ENERGY 76,784 104,568
CONSTELLATION ENERGY 14,870 60,409
CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND ETF 150,902 212,669
CONSUMERS STAPLES SELECT SECTOR SPDR FUND ETF 100,380 106,810
COSTCO WHOLESALE CORP 170,963 213,860
CROWDSTRIKE HLDGS INC CL A 146,786 211,880
CVS CAREMARK CORP 68,659 103,168
DAIFUKU CO LTD ADR 30,585 42,444
DAIKIN INDS LTD UNSPON ADR 45,015 48,054
DBS GROUP HLDGS LTD. SPON ADR 17,395 54,519
DIAGEO PLC NEW GB SPON ADR 70,017 38,649
DOMNINION ENERGY 143,441 155,088
DUKE ENERGY CORP NEW 198,825 214,260
E.ON SE 28,424 43,823
EDISON INTERNATIONAL 100,044 102,034
ENERGY SELECT SECTOR SPDR FUNDETF 196,552 215,592
EPIROC AKTIEBOLAG ADR 37,183 41,918
FERGUSON PLC 36,337 44,081
FINANCIAL SELECT SECTOR SPDR FUND ETF 193,185 319,419
FIRST ENERGY 89,352 100,733
GALP ENERGIA SA LISBOA ADR 40,604 38,041
GOLDMAN SACHS GROUP INC 114,384 211,839
GRAB HOLDINGS LTD CL A 50,709 53,737
GRUPO FINANCIERO BANORTE SPON ADR 69,912 77,669
GSK PLC ADR 130,637 166,981
HA SUSTAINABLE INFRA CAP INC 198,817 215,296
HEALTH CARE SELECT SECTOR SPDRFUND ETF 180,940 213,624
HOME DEPOT INC 209,402 214,030
HONDA MOTOR CO ADR JAPAN ADR 71,643 65,770
HONEYWELL INTL INC 224,043 213,819
HUBBELL INC 39,012 55,514
ICON PLC EUR 55,231 56,670
INDUSTRIAL SELECT SECTOR SPDR FUND ETF 131,882 212,980
ING GROEP N V NL SPON ADR 27,223 68,348
INTERTEK GROUP PLC ADR 50,244 42,435
ISHARES U.S TELECOMMUNICATIONSETF 81,634 107,463
JPMORGAN CHASE & CO 106,033 213,310
KB FINL GROUP INC SPON ADR 43,172 86,986
KBC GROUP NV ADR 30,500 60,887
KERRY GROUP PLC SPON ADR 45,858 44,338
KEURIG DR PEPPER INC 107,520 99,996
KINDER MORGAN INC 81,538 107,788
KKR & CO LP 69,813 382,440
KNORR-BREMSE UNSPONSRED ADR 25,995 45,509
KOMATSU LTD SPON ADR NEW 72,427 79,971
LAMAR ADVERTISING CO NEW CL A 24,285 37,974
LENOVO GROUP LTD SPON ADR 99,925 105,241
LILLY ELI & CO 154,202 213,861
LOCKHEED MARTIN CORP 202,892 213,782
LONDON STK EXCHANGE UNSPONSORED ADR 53,765 55,839
MAGNUM ICE CREAM CO NV 2,660 2,924
MASTERCARD INC CL A 113,357 159,276
MATERIALS SELECT SECTOR SPDR TRUST ETF 224,817 267,384
MERCK & CO INC COM 195,989 211,888
MERCK KGAA SPON ADR 44,919 47,689
META PLATFORMS INC CL A 72,905 67,329
META PLATFORMS INC CL A 125,776 162,382
MGIC INVESTMENT CORP 102,962 130,146
MICROSOFT CORP 79,881 104,946
MICROSOFT CORP 153,511 214,244
MICROSOFT CORPORATION 30,762 413,979
MONDELEZ INTL INC 193,025 158,745
MONOTARO CO LTD UNSPONSORED ADR 39,400 54,160
MORGAN STANLEY 108,383 211,438
NESTLE S A SPONSORED ADR REPSTG REG SHS SWITZ ADR 51,267 47,507
NEXTERA ENERGY INC COM 182,495 213,063
NEXTERA ENERGY, INC. 351,918 392,088
NINTENDO LTD ADR NEW JAPAN ADR 45,200 55,638
NVIDIA CORP 118,048 215,221
OGE ENERGY 92,721 102,480
ONEOK INC NEW 140,507 107,384
PEPSICO INC 229,303 214,132
PHILIP MORRIS INTL INC 128,507 185,262
PHILIP MORRIS INTL INC. 200,406 304,760
PROCTER & GAMBLE CO 228,539 213,389
PUBLICIS GROUPE SA ADR 44,318 47,122
RAIFFEISEN BANK INTL AG ADR 126,415 168,731
RECRUIT HOLDINGS CO. LTD. ADR 43,691 47,906
REXEL SA UNSPONSORED ADR 74,305 121,033
RHEINMETALL AG UNSPON ADR 100,908 89,833
ROCHE HLDG LTD SPONS ADR SWITZADR 33,898 53,633
ROYAL CARIBBEAN CRUISES LTD LIBERIA ORD 141,669 213,374
RTX CORP 107,899 214,028
RYANAIR HLDGS PLC ADR 33,450 52,121
SALESFORCE, INC. 184,859 214,312
SAP SE SPON ADR 28,463 39,351
SCHLUMBERGER LTD. 100,036 60,410
SHIMANO INC ADR 51,005 40,804
SIEMENS A G SPON ADR 33,708 53,741
SINGAPORE TELECOM LTD NEW 2006SPON ADR 23,970 45,040
SLB LIMITED 47,705 46,517
SMURFIT WESTROCK LTD 44,684 45,089
SONY GROUP CORP SPONSORED ADR 40,677 52,966
SOUTHERN CO 93,299 121,034
SSE PLC SPON ADR 50,956 65,447
STATE STREET UTILITIES SELECT SECTOR SPDR ETF 98,554 256,140
TAIWAN SEMICONDUCTOR MFG CO LTD ADR 78,731 198,136
TAPESTRY INC 63,851 182,839
TECHNOLOGY SELECT SECTOR SPDR ETF 127,143 213,364
TERUMO CORP ADR 40,579 38,059
THALES UNSPONSORD ADR 25,676 42,049
TOKI MARINE HOLDING INS ADR 43,307 38,224
TOLL BROTHERS INC 175,694 211,755
UCB SA ADR 12,770 27,882
UNILEVER PLC AMER SHS NEW SPONADR 48,382 53,301
UTILITIES SECTOR SPDR FUND ETF 176,692 213,493
UTILITIES SECTOR SPDR FUND ETF 150,929 254,432
VANGUARD DIVIDEND APP ETF 382,476 977,801
VANGUARD DIVIDEND APP ETF 154,061 714,285
VANGUARD INDEX FUNDS SMALL-CAP ETF 185,481 386,925
VANGUARD INTL EQUITY EMERGING MKT ETF 174,245 215,040
VERIZON COMMUNICATIONS INC. COM 120,411 111,641
VISA INC CL A 113,209 159,924
VISTRA CORP 7,116 48,722
WALMART INC 135,741 214,798
WELLS FARGO & CO 98,646 105,968
WILLIAMS COS INC (DEL) 151,985 216,095

TY 2025 InvestmentsOtherSchedule2
Name:
MARY K OXLEY FOUNDATION
EIN:
27-0577885
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
JC FLOWERS III PRIVATE INVESTORS AT COST 20,498 28,581
UBS BANK USA BUS ACCT AT COST 36,172 36,172
CASH/CAVANAL HILL GOVT SEC MMKT-SEL #0084 AT COST 27,139 27,139
UBS INSURED SWEEP PROGRAM AT COST 112,338 112,338
DREYFUS TREASURY SECURITIES CASH MGMT FUND CLASS INSTL (261941108) AT COST 140,137 140,137
GOLDMAN SACHS TREASURY INSTRUMENTS AT COST 72,431 72,431
JP MORGAN CASH AT COST 6,225 6,225

TY 2025 OtherExpensesSchedule
Name:
MARY K OXLEY FOUNDATION
EIN:
27-0577885
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OVERHEAD EXPENSE 381,600 190,800   190,800
MISCELLANEOUS EXPENSE 5,722 2,861   2,861
OFFICE EXPENSE 3,990 1,995   1,995


TY 2025 OtherIncomeSchedule2
Name:
MARY K OXLEY FOUNDATION
EIN:
27-0577885
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
LIMITED PARTNERSHIP INCOME -1,634 -1,634 -1,634
MISCELLANEOUS INCOME 220 220 220
CLASS ACTION LAWSUIT INCOME 540 540 540


TY 2025 OtherLiabilitiesSchedule
Name:
MARY K OXLEY FOUNDATION
EIN:
27-0577885
Description Beginning of Year - Book Value End of Year - Book Value
FEDERAL TAX LIABILITIES 1,236 680


TY 2025 OtherProfessionalFeesSchedule
Name:
MARY K OXLEY FOUNDATION
EIN:
27-0577885
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT SERVICES 185,093 185,093   0


TY 2025 TaxesSchedule
Name:
MARY K OXLEY FOUNDATION
EIN:
27-0577885
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAX 31,680 0   0
FOREIGN TAX 17,370 17,370   0