2024-05-07T14:17:14-05:00 2023-12-31 731601878 COFFMAN & COMPANY CPA PLLC 2431 E 61ST ST STE 602 TULSA OK 741361243 990PF 2023-01-01 731463741 COMMONWEALTH FOUNDATION COMM 9187445222 2431 E 61ST ST STE 600 TULSA OK 741361243 RANDI S WIGHTMAN TRUSTEE 9187445222 2024-05-04 1 RANDI WIGHTMAN XXX-XX-XXXX 1 BRYANT J COFFMAN P00547726 9187478100 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 10113212 X X 13992 13992 308766 308766 -602173 4615454 0 15985 15985 -263430 338743 0 0 0 12000 12000 0 137 137 0 9394 9394 0 26950 26950 0 48481 48481 0 418000 418000 466481 48481 418000 -729911 290262 1463149 1926858 1926858 37 0 0 10193600 8869169 8175348 20400 11006 11006 11677186 10807033 10113212 0 0 X 9730679 9730679 0 0 1946507 1076354 11677186 10807033 11677186 10807033 11677186 -729911 0 10947275 140242 10807033 ENDO INTL PLC 2000 SHS P 2015-05-18 2023-04-17 123 0 167125 -167002 -167002 UNIT FT AMERICAN AGENDA 16 47422 SHS P 2021-04-19 2023-02-03 471792 0 499906 -28114 -28114 UNIT FT CYBERSECURITY 24 47922 SHS P 2021-06-04 2023-04-19 376063 0 436478 -60415 -60415 UNIT FT E-COMMERCE OPPORTUNITY 18 31495 SHS P 2021-11-29 2023-02-17 205001 0 299478 -94477 -94477 UNIT FT GLOBAL COMMODITIES 42 148863 SHS P 2022-04-25 2023-04-26 1547595 0 1591925 -44330 -44330 UNIT FT TGT HIGH QUALITY DIVIDEND 4Q21 48181 SHS P 2021-11-15 2023-01-05 463675 0 499994 -36319 -36319 UNIT FT WATER UTILITY INFR 63 48431 SHS P 2021-09-02 2023-08-11 471272 0 499831 -28559 -28559 UNIT FTP INNOVATIVE HEALTH CARE 5 34872 SHS P 2022-01-04 2023-01-05 271357 0 322858 -51501 -51501 UNIT FTP S&P DIV AR TGT25 41616 SHS P 2022-02-01 2023-04-14 367203 0 400847 -33644 -33644 UNIT FTP S&P DIV AR TGT25 46172 SHS P 2021-11-15 2023-01-05 434557 0 499139 -64582 -64582 GNR 2009-10 PA 4500 38DERG 13.02 SHS P 2010-06-30 2023-01-20 36 0 37 -1 -1 NUVEEN PFD & INCOME OPPPRTNYS FUND .578 UNIT P 2002-12-18 2023-11-07 4 0 9 -5 -5 CAPITAL GAINS DIVIDENDS P 6776 6776 6776 -602173 4035 0 4035 0 4035 11006 0 0 0 11006 X 0 6971 6971 0 0 0 0 0 0 0 0 1 0 0 1 1 OK 1 0 0 0 0 1 N/A RANDI S WIGHTMAN 9187445222 2431 E 61ST ST STE 600 TULSA OK 741361244 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 RANDI S WIGHTMAN 2125 E 32ND PL TULSA OK 74105 TRUSTEE 2.00 0 0 0 MALCOLM S WIGHTMAN 7906 S NEW HAVEN AVE TULSA OK 74136 TRUSTEE 1.00 0 0 0 KATHLEEN W VAUGHN 9012 NE 136TH ST KIRKLAND WA 98034 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 8162657 1776556 13746 9952959 0 0 9952959 149294 9803665 490183 490183 4035 4035 486148 0 486148 0 486148 418000 0 418000 486148 415418 0 0 418000 415418 0 0 2582 0 0 0 0 0 0 0 0 483566 0 0 0 RANDI S WIGHTMAN 2125 E 32ND PL TULSA OK 741052221 9187445222 JTURNER@FIRSTSTUARTCORP.COM LETTER DETAILING ORGANIZATION, PURPOSE & AMOUNT & USE OF REQUEST, COPY OF 501(C)(3) LETTER. NONE MUST BE AN ENTITY DESCRIBED IN IRS SECS 501(C)(3) & 170(C)(2). COFFEE BUNKER 6365 E 41ST ST TULSA OK 74135 NONE PC FRED N WIGHTMAN ENDOWED FUND FOR ECOLOGICAL STEWARDSHIP 10000 GEORGE MIKSCH SUTTON AVIAN RESEARCH CENTER PO BOX 2007 BARTLESVILLE OK 74005 NONE PC GENERAL FUND 50000 OKLAHOMA POLICY INSTITUTE 907 S DETOIT AVE STE 1005 TULSA OK 74120 NONE PC GENERAL FUND 15000 OKLAHOMA WILDLIFE CONSERVATION FOUNDATION PO BOX 53488 OKLAHOMA CITY OK 73152 NONE PC GENERAL FUND 20000 SAN MIGUEL MIDDLE SCHOOL 2444 E ADMIRAL BLVD TULSA OK 74110 NONE PC GENERAL FUND 50000 THE GILCREASE MUSEUM MANAGEMENT TRUST 1400 N GILCREASE MUSEUM RD TULSA OK 74127 NONE PC GENERAL FUND 50000 THE PENCIL BOX 2435 SW BLVD TULSA OK 74107 NONE PC GENERAL FUND 5000 THE UNIVERSITY OF TULSA 800 S TUCKER DR TULSA OK 74104 NONE PC GENERAL FUND 70000 TULSA BALLET 1212 E 45TH PL SO TULSA OK 74105 NONE PC GENERAL FUND 20000 TULSA FOUNDATION FOR ARCHITECTURE 633 S BOSTON AVE TULSA OK 74119 NONE PC GENERAL FUND 20000 TULSA HISTORICAL SOCIETY AND MUSEUM 2445 S PEORIA AVE TULSA OK 74114 NONE PC GENERAL FUND 28000 TULSA LAWYERS FOR CHILDREN INC PO BOX 2254 TULSA OK 74101 NONE PC GENERAL FUND 20000 TULSA OPERA 1610 S BOULDER AVE TULSA OK 74119 NONE PC GENERAL FUND 20000 TULSA SYMPHONY ORCHESTRA INC 117 N BOSTON AVE STE 201 TULSA OK 74103 NONE PC GENERAL FUND 20000 VOLUNTEERS OF AMERICA OKLAHOMA 9605 E 61ST ST TULSA OK 74133 NONE PC GENERAL FUND 20000 418000 0 14 13992 14 308766 14 15985 18 -602173 0 -263430 0 -263430 0 0 0 0 0 0 0 0 0 0 TAX PREPARATION AND ADMIN. 12000 12000 0 MORGAN STANLEY PORTFOLIO 8869169 8175348 ESTIMATED U.S. INCOME TAX PAYMENTS 20400 11006 11006 NON-DEDUCTIBLE PAYMENTS 140242 ALLIANCE RESOURCE PSHIP LOSS 3281 3281 0 ENERGY TRANSFER PSHIP LOSS 6737 6737 0 ENTERPRISE PRODUCTS PSHIP LOSS 16932 16932 0 MORGAN STANLEY CAPITAL MANAGEMENT LLC 15985 15985 15985 2022 FORM 990-PF TAX 9394 9394 0