2024-10-29T16:21:04-05:00 2023-12-31 731413977 HOGANTAYLOR LLP 2222 SOUTH UTICA PL SUITE 200 TULSA OK 74114 990PF 2023-01-01 736224031 THE OXLEY FOUNDATION OXLE 9185841978 1437 S BOULDER SUITE 770 TULSA OK 74119 THOMAS RAINES CFO 9185841978 2024-10-29 1 1 MEGAN COURTNEY P01571790 9187452333 2023 2024-10-15 13:58:12Z X 1173276 X X 129841 129841 -229517 1392444 0 30201 30233 -69475 160074 0 7893 0 13248 13248 0 6550 3275 3275 10674 10674 0 68318 3824 0 5301 5301 96 96 0 3136 3136 0 90835 46569 43530 198158 94016 46805 7500000 7500000 7698158 94016 7546805 -7767633 66058 7527011 73399 73399 70102 5611 5611 855715 857059 945947 1134574 889001 132857 37109 21647 20763 15462 15462 9608165 1840532 1173276 0 0 X 100 100 0 0 9608065 1840432 9608165 1840532 9608165 1840532 9608165 -7767633 0 1840532 0 1840532 PUBLICLY TRADED SECURITIES 1287903 1326404 -38501 -38501 GS DISTRESSED IV OFFSHORE HOLDINGS P 6437 6437 6437 JCF III PRIVATE INVESTORS - K1 P 200 200 200 WHITEHALL PARALLEL GLOBAL RE 2007 - K1 P 175083 -175083 -175083 WHITEHALL PARALLEL GLOBAL RE 2001 - K1 P 10871 -10871 -10871 REMAINING BASIS IN WHITEHALL PARALLEL GLOBAL RE 2007 P 109603 -109603 -109603 REMAINING BASIS IN WHITEHALL PARALLEL GLOBAL RE 2001 P 97904 97904 97904 -229517 918 0 918 0 918 5611 0 0 0 5611 0 4693 4693 0 0 0 0 0 0 0 0 0 0 0 1 1 OK 1 0 0 0 0 1 N/A BETH WALLACE 9185841978 1437 S BOULDER STE 770 TULSA OK 74119 1 CJ BD 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JOHN C OXLEY 1437 S BOULDER SUITE 770 TULSA OK 74119 TRUSTEE 0.00 0 0 0 MARY JANE TRITSCH 1437 S BOULDER SUITE 770 TULSA OK 74119 TRUSTEE 0.00 0 0 0 RUSSELL H HARBAUGH JR 1437 S BOULDER SUITE 770 TULSA OK 74119 TRUSTEE 32.80 7893 0 0 NONE 0 GREENHILL PROPERTIES LLC 1437 S BOULDER STE 770 TULSA OK 74119 ADMINISTRATIVE OVERHEAD 102643 0 N/A 0 0 1009630 1934114 44857 2988601 0 0 2988601 44829 2943772 147189 147189 918 918 146271 0 146271 0 146271 7546805 0 7546805 146271 0 0 1170880 2340530 1589807 12909439 18010656 7546805 0 0 0 146271 7400534 0 0 25411190 0 0 0 0 0 0 1170880 24240310 2340530 1589807 12909439 7400534 X THE UNIVERSITY OF TULSA 1478 S BOULDER TULSA OK 74160 NONE PC OXLEY CHALLENGE 3500000 WILL ROGERS HERITAGE INC 1488 S BOULDER TULSA OK 74170 NONE PC MUSEUM RENOVATIONS 500000 THE UNIVERSITY OF OKLAHOMA FOUNDATION INC 100 W TIMBERDELL RD NORMAN OK 73019 NONE PC BEDLAM CONTRIBUTION 3500000 7500000 0 14 129841 15 22926 9936 18 -229517 LIMITED PARTNERSHIP INCOME 525990 -32 14 -2629 -32 -79379 9936 -69475 7 OIL AND GAS SETTLEMENTS 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 6550 3275 3275 2020 SUBARU OUTBACK 2019-11-30 37109 16345 SL 7.000000000000 5301 5301 EXPLANATION OF ACTIVITIES WITH A DISQUALIFIED PERSON FORM 990-PF, PART VI-B, QUESTIONS 1A(3) AND 1A(4) THE 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 $102,643 TO GREENHILL PROPERTIES, LLC FOR EXPENSES ASSOCIATED WITH THE MANAGEMENT OF INVESTMENTS, BOOKKEEPING, AND THE MAKING OF GRANTS TO DONEE ORGANIZATIONS. EXPLANATION OF ACTIVITIES WITH A DISQUALIFIED PERSON FORM 990-PF, PART VIII, QUESTION 1 RUSSELL H. HARBAUGH, JR.'S COMPENSATION IS THE PERSONAL USE OF A FOUNDATION AUTOMOBILE. ABBVIE INC COM 26091 27275 AGEAS SPON ADR 17280 18168 APPLE INC 30991 33500 BAE SYSTEMS PLC SPON ADR 40257 44867 BANKINTER SA SPON ADR 32592 31970 BROADCOM INC 24917 32371 CARLSBERG AS SPON ADR 40630 39640 COCA COLA CO COM 13340 14556 DAITO TRUST CONS SPON ADR 19029 20352 DEVON ENERGY CORP NEW 33317 32661 EQUINOR ASA SPON ADR 16886 15757 EVOLUTION AB UNSPONSORED ADR 35893 40480 FERGUSON PLC 19176 22203 FLUTTER ENTMT PLC ADR 26107 27706 GLAXO WELLCOME PLC SPON ADR 18986 18864 GRUPO FINANCIERO BANORTE SPON ADR 43821 52520 HUBBELL INC 29841 31906 INTUIT 30840 35627 KB FINL GROUP INC SPON ADR 32219 31483 LAMAR ADVERTISING CO NEW CL A 10038 13179 LENOVO GROUP LTD SPON ADR 25335 32138 LUKOIL PJSC SPON ADR 2924 0 MDC HOLDINGS INC DEL 33837 46300 MERCK & CO INC COM 26105 27473 METSO OYJ ADR 17405 16922 MICROSOFT CORP 41372 47381 OPEN TEXT CORP CAD 22801 26977 PUBLICIS GROUPE S.A. NEW SPON ADR 42389 50889 RELIANCE STEEL & ALUMINUM CO 24820 27129 REXEL SA UNSPONSORED ADR 17509 21665 TAIWAN SEMICONDUCTOR MFG CO LTD ADR 17977 20696 UNITEDHEALTH GROUP INC 29900 30009 WATSCO INC 12434 13283 INSURED SWEEP PROGRAM-CASH FMV 12418 12418 JCF III PRIVATE INVESTORS LLC (FLOWERS) (JP MORGAN) FMV 98142 61035 WHITEHALL STREET INTERNATIONAL REAL ESTATE CORPORATION 2005 (EXITED 9/2020) FMV 778441 2975 DISTRESSED MANAGERS IV OFFSHORE HOLDINGS LP FMV 0 56429 2020 SUBARU OUTBACK 37109 21646 15463 OFFICE EXPENSE 421 421 0 INSURANCE 629 629 0 OVERHEAD 87060 43530 43530 DUES & SUBSCRIPTIONS 560 560 0 MEALS & ENTERTAINMENT 295 295 0 NON-DEDUCTIBLE EXPENSES 736 0 0 OTHER EXPENSES 1134 1134 0 OIL & GAS ROYALTIES 22926 22926 22926 OTHER REVENUE 9936 9936 9936 LIMITED PARTNERSHIP INCOME -2661 -2629 -2661 INVESTMENT SERVICES 10674 10674 0 FOREIGN TAXES 3824 3824 0 EXCISE TAX 64494 0 0