LETA MCFARLIN CHAPMAN MEMORIAL TR: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization: LETA MCFARLIN CHAPMAN MEMORIAL TR (EIN 73-6187204)
Tax period: 2022-01-01 to 2022-12-31
Filed: 2023-11-14
IRS object ID: 202313189349316471
Schema version: 2022v5.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule D
Schedule I
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2023-11-14T16:40:43-06:00	ReturnTs
Tax Period End	2022-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	ERNST & YOUNG US LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	2100 ONE PPG PLACE	AddressLine1Txt
City	PITTSBURGH	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	15222	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2022-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	736187204	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Leta McFarlin Chapman Memorial Tr 486003AC0	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
In Care Of	% BKOF NA	InCareOfNm
Business Name Control	LETA	BusinessNameControlTxt
Phone	9186191526	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 1620	AddressLine1Txt
City	TULSA	CityNm
State Abbreviation	OK	StateAbbreviationCd
ZIP	741011620	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	BOKF NA	PersonNm
Person Title	TRUSTEE	PersonTitleTxt
Phone	9186191526	PhoneNum
Signature	2023-11-15	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	BOKF	PersonFirstNm
Person Last	NA	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	LAURIE A ADATEPE	PreparerPersonNm
PTIN	P00038493	PTIN
Phone	3128792000	PhoneNum
Preparation	2023-11-15	PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	2	TrustedCustomerCd

Field	Value	IRS element (for citing)
Tax	2022	TaxYr
Build TS	2023-04-26 12:10:37Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	BOKF NA	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 1620	AddressLine1Txt
City	TULSA	CityNm
State Abbreviation	OK	StateAbbreviationCd
ZIP	741011620	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$81,111,544	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	N/A	WebsiteAddressTxt
Type Of Organization Trust	Yes (X)	TypeOfOrganizationTrustInd
Formation	1974	FormationYr
Legal Domicile State	OK	LegalDomicileStateCd
Activity Or Mission	PROVIDES DIRECT AND PERMANENT SUPPORT TO THE NAMED BENEFICIARIES.	ActivityOrMissionDesc
Voting Members Governing Body	2	VotingMembersGoverningBodyCnt
Voting Members Independent	1	VotingMembersIndependentCnt
Total Employee	0	TotalEmployeeCnt
Total Gross UBI	$13,767	TotalGrossUBIAmt
PY Contributions Grants	$0	PYContributionsGrantsAmt
CY Contributions Grants	$0	CYContributionsGrantsAmt
PY Program Service Revenue	$0	PYProgramServiceRevenueAmt
CY Program Service Revenue	$0	CYProgramServiceRevenueAmt
PY Investment Income	$23,561,000	PYInvestmentIncomeAmt
CY Investment Income	$11,013,458	CYInvestmentIncomeAmt
PY Other Revenue	$10,386,637	PYOtherRevenueAmt
CY Other Revenue	$5,175,908	CYOtherRevenueAmt
PY Total Revenue	$33,947,637	PYTotalRevenueAmt
CY Total Revenue	$16,189,366	CYTotalRevenueAmt
PY Grants And Similar Paid	$14,875,392	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$17,108,342	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$1,189,454	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$1,125,398	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$161,219	PYOtherExpensesAmt
CY Other Expenses	$188,841	CYOtherExpensesAmt
PY Total Expenses	$16,226,065	PYTotalExpensesAmt
CY Total Expenses	$18,422,581	CYTotalExpensesAmt
PY Revenues Less Expenses	$17,721,572	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$2,233,215	CYRevenuesLessExpensesAmt
Total Assets BOY	$305,695,922	TotalAssetsBOYAmt
Total Assets EOY	$302,068,262	TotalAssetsEOYAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$305,695,922	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$302,068,262	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	PROVIDES DIRECT AND PERMANENT SUPPORT TO THE NAMED BENEFICIARIES.	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$11,162,599	ExpenseAmt
Grant	$11,162,599	GrantAmt
Desc	FINANCIAL SUPPORT TO THE UNIVERSITY OF TULSA.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$1,635,785	ExpenseAmt
Grant	$1,635,785	GrantAmt
Desc	FINANCIAL SUPPORT TO OKLAHOMA MEDICAL RESEARCH FOUNDATION.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$1,635,784	ExpenseAmt
Grant	$1,635,784	GrantAmt
Desc	FINANCIAL SUPPORT TO TRINITY UNIVERSITY.	Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)

ExpenseExpenseAmt	GrantGrantAmt	DescDesc
$1,856,282	$1,856,282	ST. JOHN MEDICAL CENTER
$817,892	$817,892	JOHN BROWN UNIVERSITY

Field	Value	IRS element (for citing)
Total Other Prog Srvc Expense	$2,674,174	TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant	$2,674,174	TotalOtherProgSrvcGrantAmt
Total Program Service Expenses	$17,108,342	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	false	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	false	LobbyingActivitiesInd
Subject To Proxy Tax	false	SubjectToProxyTaxInd
Donor Advised Fund	false	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	false	CollectionsOfArtInd
Credit Counseling	false	CreditCounselingInd
Donor Rstr Or Quasi Endowments	false	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	false	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (true)	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	false	ReportOtherAssetsInd
Report Other Liabilities	false	ReportOtherLiabilitiesInd
Include FIN48 Footnote	false	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	false	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	false	ConsolidatedAuditFinclStmtInd
School Operating	false	SchoolOperatingInd
Foreign Office	false	ForeignOfficeInd
Foreign Activities	false	ForeignActivitiesInd
More Than5000 K To Org	false	MoreThan5000KToOrgInd
More Than5000 K To Individuals	false	MoreThan5000KToIndividualsInd
Professional Fundraising	false	ProfessionalFundraisingInd
Fundraising Activities	false	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	false	OperateHospitalInd
Grants To Organizations	Yes (true)	GrantsToOrganizationsInd
Grants To Individuals	false	GrantsToIndividualsInd
Schedule J Required	false	ScheduleJRequiredInd
Tax Exempt Bonds	false	TaxExemptBondsInd
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	false	PYExcessBenefitTransInd
Loan Outstanding	false	LoanOutstandingInd
Grant To Related Person	false	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	false	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	false	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	false	DeductibleNonCashContriInd
Deductible Art Contribution	false	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	false	DisregardedEntityInd
Related Entity	Yes (true)	RelatedEntityInd
Related Organization Ctrl Ent	false	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	false	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
IRP Document	0	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	0	EmployeeCnt
Unrelated Bus Incm Over Limit	Yes (true)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (true)	Form990TFiledInd
Foreign Financial Account	false	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Quid Pro Quo Contributions	false	QuidProQuoContributionsInd
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	false	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	2	GoverningBodyVotingMembersCnt
Independent Voting Member	1	IndependentVotingMemberCnt
Family Or Business Rln	false	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	false	MembersOrStockholdersInd
Election Of Board Members	false	ElectionOfBoardMembersInd
Decisions Subject To Approva	false	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (true)	MinutesOfCommitteesInd
Officer Mailing Address	Yes (true)	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (true)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	false	ConflictOfInterestPolicyInd
Whistleblower Policy	false	WhistleblowerPolicyInd
Document Retention Policy	false	DocumentRetentionPolicyInd
Compensation Process CEO	false	CompensationProcessCEOInd
Compensation Process Other	false	CompensationProcessOtherInd
Investment In Joint Venture	false	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	OK	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	BKOF NA	PersonNm
Phone	9182937567	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 1620	AddressLine1Txt
City	TULSA	CityNm
State Abbreviation	OK	StateAbbreviationCd
ZIP	741011620	ZIPCd

Field	Value	IRS element (for citing)
Info In Schedule O Part VII	Yes (X)	InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (2 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Institutional TrusteeInstitutionalTrusteeInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd
BANK OF OKLAHOMA NA BOK
CORPORATE TRUSTEE	40.0	0.0	Yes (X)	$1,080,348	$0	$0
FREDERIC DORWART
INDIVIDUAL TRUSTEE	40.0	0.0		$45,050	$0	$0	Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$1,125,398	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$0	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	0	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	false	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	false	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K	0	CntrctRcvdGreaterThan100KCnt
Total Contributions	$0	TotalContributionsAmt
Total Program Service Revenue	$0	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$4,482,626	TotalRevenueColumnAmt
Exclusion	$4,482,626	ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$0	RealAmt
Personal	$0	PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$71,453,009	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$64,922,178	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$6,530,831	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$6,530,832	TotalRevenueColumnAmt
Exclusion	$6,530,832	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$0	FundraisingGrossIncomeAmt
Fundraising Direct Expenses	$0	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Field	Value	IRS element (for citing)
Gaming Gross Income	$0	GamingGrossIncomeAmt
Gaming Direct Expenses	$0	GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	$0	GrossSalesOfInventoryAmt
Cost Of Goods Sold	$0	CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt	ExclusionExclusionAmt
PARTNERSHIP INCOME	900099	$4,949,395	$13,767	$4,935,628
NET OIL & GAS INCOME	900099	$214,419		$214,419
OTHER INCOME	900099	$12,094		$12,094

Field	Value	IRS element (for citing)
Other Revenue Total	$5,175,908	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$16,189,366	TotalRevenueColumnAmt
Unrelated Business Revenue	$13,767	UnrelatedBusinessRevenueAmt
Exclusion	$16,175,599	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$17,108,342	TotalAmt
Program Services	$17,108,342	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Benefits To Members BenefitsToMembersGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$1,125,398	TotalAmt
Management And General	$1,125,398	ManagementAndGeneralAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$7,018	TotalAmt
Management And General	$7,018	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$21,100	TotalAmt
Management And General	$21,100	ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$31,324	TotalAmt
Management And General	$31,324	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Royalties RoyaltiesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Management And GeneralManagementAndGeneralAmt
FOREIGN TAXES WITHHELD	$119,291	$119,291
FEDERAL TAX PAYMENT - PRIOR YR	$8,600	$8,600
CLASS ACTION COLLECTION FEES	$1,239	$1,239
BOOK PRINTING EXPENSES	$269	$269

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$18,422,581	TotalAmt
Program Services	$17,108,342	ProgramServicesAmt
Management And General	$1,314,239	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$6,464,863	BOYAmt
EOY	$21,427,161	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$198,851,229	BOYAmt
EOY	$179,518,469	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$100,379,830	BOYAmt
EOY	$101,122,632	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Intangible Assets IntangibleAssetsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$305,695,922	BOYAmt
EOY	$302,068,262	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Grants Payable GrantsPayableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Field	Value	IRS element (for citing)
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

Field	Value	IRS element (for citing)
BOY	$305,695,922	BOYAmt
EOY	$302,068,262	EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$305,695,922	BOYAmt
EOY	$302,068,262	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$305,695,922	BOYAmt
EOY	$302,068,262	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	-$2,233,215	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$4,833	NetUnrlzdGainsLossesInvstAmt
Prior Period Adjustments	-$1,389,612	PriorPeriodAdjustmentsAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	false	FSAuditedInd
Federal Grant Audit Required	false	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Supporting Organization509a3	Yes (X)	SupportingOrganization509a3Ind
Supporting Org Type3 Non Func	Yes (X)	SupportingOrgType3NonFuncInd
Supported Organizations	5	SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp (5 entries)

EINEIN	Organization TypeOrganizationTypeCd	Governing Document ListedGoverningDocumentListedInd	SupportSupportAmt	Other SupportOtherSupportAmt
THE UNIVERSITY OF TULSA
730579298	2	Yes (true)	$11,162,599	$0
JOHN BROWN UNIVERSITY
710239576	2	Yes (true)	$817,892	$0
TRINITY UNIVERSITY
741109633	2	Yes (true)	$1,635,784	$0
OKLAHOMA MEDICAL RESEARCH FOUNDATION
730580274	7	Yes (true)	$1,635,784	$0
ST JOHN MEDICAL CENTER
730579286	3	Yes (true)	$1,856,282	$0

Field	Value	IRS element (for citing)
Supported Organizations Total	5	SupportedOrganizationsTotalCnt
Support Sum	$17,108,341	SupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

Field	Value	IRS element (for citing)
Listed By Name Governing Doc	Yes (true)	ListedByNameGoverningDocInd
Suprt Org No IRS Determination	false	SuprtOrgNoIRSDeterminationInd
Supported Org Section C456	false	SupportedOrgSectionC456Ind
Supported Org Not Organized US	false	SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org	false	OrganizationChangeSuprtOrgInd
Support Non Supported Org	false	SupportNonSupportedOrgInd
Payment Substantial Contribtr	false	PaymentSubstantialContribtrInd
Loan Disqualified Person	false	LoanDisqualifiedPersonInd
Controlled Disqualified Prsn	false	ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int	false	DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int	false	DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules	Yes (true)	ExcessBusinessHoldingsRulesInd
Excess Business Holdings	false	ExcessBusinessHoldingsInd
Contribution Controller	false	ContributionControllerInd
Contribution Family	false	ContributionFamilyInd
Contribution35 Controlled	false	Contribution35ControlledInd

Form990 Sch A Type3 Sprt Org All Form990SchAType3SprtOrgAllGrp

Field	Value	IRS element (for citing)
Timely Provided Documents	Yes (true)	TimelyProvidedDocumentsInd
Officers Close Relationship	false	OfficersCloseRelationshipInd
Supported Org Voice Investment	Yes (true)	SupportedOrgVoiceInvestmentInd

Adjusted Net Income AdjustedNetIncomeGrp

Net ST Capital Gain Adj Net Incm NetSTCapitalGainAdjNetIncmGrp

Field	Value	IRS element (for citing)
Prior Year	$86,409	PriorYearAmt

Recoveries PY Distributions RecoveriesPYDistributionsGrp

Field	Value	IRS element (for citing)
Prior Year	$0	PriorYearAmt

Other Gross Income OtherGrossIncomeGrp

Field	Value	IRS element (for citing)
Prior Year	$5,061,325	PriorYearAmt
Current Year	$3,732,402	CurrentYearAmt

Adjusted Gross Income AdjustedGrossIncomeGrp

Field	Value	IRS element (for citing)
Prior Year	$5,147,734	PriorYearAmt
Current Year	$3,732,402	CurrentYearAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Prior Year	$0	PriorYearAmt

Production Income ProductionIncomeGrp

Field	Value	IRS element (for citing)
Prior Year	$1,350,674	PriorYearAmt
Current Year	$1,305,639	CurrentYearAmt

Other Expenses OtherExpensesGrp

Field	Value	IRS element (for citing)
Prior Year	$0	PriorYearAmt

Total Adjusted Net Income TotalAdjustedNetIncomeGrp

Field	Value	IRS element (for citing)
Prior Year	$3,797,060	PriorYearAmt
Current Year	$2,426,763	CurrentYearAmt

Minimum Asset Amount MinimumAssetAmountGrp

Average Monthly FMV Of Sec AverageMonthlyFMVOfSecGrp

Field	Value	IRS element (for citing)
Prior Year	$362,144,959	PriorYearAmt
Current Year	$327,075,613	CurrentYearAmt

Average Monthly Cash Balances AverageMonthlyCashBalancesGrp

Field	Value	IRS element (for citing)
Prior Year	$8,274,447	PriorYearAmt
Current Year	$17,642,675	CurrentYearAmt

FMV Other Non Exempt Use Asset FMVOtherNonExemptUseAssetGrp

Field	Value	IRS element (for citing)
Prior Year	$0	PriorYearAmt

Total FMV Of Non Exempt Use Asset TotalFMVOfNonExemptUseAssetGrp

Field	Value	IRS element (for citing)
Prior Year	$370,419,406	PriorYearAmt
Current Year	$344,718,288	CurrentYearAmt

Field	Value	IRS element (for citing)
Discount Claimed	$0	DiscountClaimedAmt

Acquisition Indebtedness AcquisitionIndebtednessGrp

Field	Value	IRS element (for citing)
Prior Year	$0	PriorYearAmt

Adjusted FMV Less Indebtedness AdjustedFMVLessIndebtednessGrp

Field	Value	IRS element (for citing)
Prior Year	$370,419,406	PriorYearAmt
Current Year	$344,718,288	CurrentYearAmt

Cash Deemed Charitable CashDeemedCharitableGrp

Field	Value	IRS element (for citing)
Prior Year	$5,556,291	PriorYearAmt
Current Year	$5,170,774	CurrentYearAmt

Net Vl Non Exempt Use Assets NetVlNonExemptUseAssetsGrp

Field	Value	IRS element (for citing)
Prior Year	$364,863,115	PriorYearAmt
Current Year	$339,547,514	CurrentYearAmt

Pct Of Net Vl Non Exempt Use Ast PctOfNetVlNonExemptUseAstGrp

Field	Value	IRS element (for citing)
Prior Year	$12,770,209	PriorYearAmt
Current Year	$11,884,163	CurrentYearAmt

Recoveries PY Distri Min Asset RecoveriesPYDistriMinAssetGrp

Field	Value	IRS element (for citing)
Prior Year	$0	PriorYearAmt

Total Minimum Asset TotalMinimumAssetGrp

Field	Value	IRS element (for citing)
Prior Year	$12,770,209	PriorYearAmt
Current Year	$11,884,163	CurrentYearAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
CY Adj Net Income Distributable	$3,797,060	CYAdjNetIncomeDistributableAmt
CY Pct85 Adjusted Net Income	$3,227,501	CYPct85AdjustedNetIncomeAmt
CY Total Min Ast Distributable	$12,770,209	CYTotalMinAstDistributableAmt
CY Greater Adjusted Minimum	$12,770,209	CYGreaterAdjustedMinimumAmt
CY Income Tax Imposed PY	$8,600	CYIncomeTaxImposedPYAmt
CY Distributable As Adjusted	$12,761,609	CYDistributableAsAdjustedAmt

Distributions DistributionsGrp

Field	Value	IRS element (for citing)
CY Paid Accomplish Exempt Prps	$17,108,342	CYPaidAccomplishExemptPrpsAmt
CY Pd In Excess Income Activity	$0	CYPdInExcessIncomeActivityAmt
CY Administrative Expense Paid	$0	CYAdministrativeExpensePaidAmt
Exempt Use Assets Acquis Paid	$0	ExemptUseAssetsAcquisPaidAmt
Qualified Set Aside	$0	QualifiedSetAsideAmt
CY Other Distributions	$0	CYOtherDistributionsAmt
CY Total Annual Distributions	$17,108,342	CYTotalAnnualDistributionsAmt
CY Distri Attentive Suprt Org	$17,108,342	CYDistriAttentiveSuprtOrgAmt
CY Distributable As Adjusted	$12,761,609	CYDistributableAsAdjustedAmt
CY Distribution Yr	134.061	CYDistributionYrRt

Distribution Allocations DistributionAllocationsGrp

Field	Value	IRS element (for citing)
CY Distributable As Adjusted	$12,761,609	CYDistributableAsAdjustedAmt
Underdistributions	$0	UnderdistributionsAmt
Excess Distribution Cyov Yr5	$0	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$0	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$0	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$12,016,770	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$14,875,392	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$26,892,162	TotalExcessDistributionCyovAmt
Cyov Applied Underdistri PY	$0	CyovAppliedUnderdistriPYAmt
Cyov Applied Underdistr CPY	$12,761,609	CyovAppliedUnderdistrCPYAmt
Carryover PY Not Applied	$0	CarryoverPYNotAppliedAmt
Excess Distribution Cyov	$14,130,553	ExcessDistributionCyovAmt
CY Total Annual Distributions	$17,108,342	CYTotalAnnualDistributionsAmt
CY Distrib App Underdistri PY	$0	CYDistribAppUnderdistriPYAmt
CY Distri App Distributable	$0	CYDistriAppDistributableAmt
Excess Distribution	$17,108,342	ExcessDistributionAmt
Remaining Underdistri PY	$0	RemainingUnderdistriPYAmt
Remaining Underdistri CY	$0	RemainingUnderdistriCYAmt
Excess Distri Cyov To Next Yr	$31,238,895	ExcessDistriCyovToNextYrAmt
Excess From Year5	$0	ExcessFromYear5Amt
Excess From Year4	$0	ExcessFromYear4Amt
Excess From Year3	$0	ExcessFromYear3Amt
Excess From Year2	$14,130,553	ExcessFromYear2Amt
Excess From Year1	$17,108,342	ExcessFromYear1Amt

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

SECTION D, LINE 2 AND 3

THE OFFICERS, DIRECTORS, AND TRUSTEES OF THE SUPPORTED ORGANIZATIONS HAVE A SIGNIFICANT VOICE IN THE INVESTMENT POLICIES OF THE SUPPORTING ORGANIZATION THROUGH ANNUAL MEETINGS AND REGULAR COMMUNICATIONS REGARDING THE SUPPORTING ORGANIZATION'S INVESTMENTS AND PLANS FOR DISTRIBUTIONS.

PART V, SECTION D, LINE 8

THE TRUST HAS BEEN SUPPORTING THE UNIVERSITY OF TULSA, TRINITY UNIVERSITY, OKLAHOMA MEDICAL RESEARCH FOUNDATION, ST. JOHN MEDICAL CENTER, AND JOHN BROWN UNIVERSITY BY PROVIDING DISTRIBUTIONS EACH YEAR SINCE ITS INCEPTION IN 1974. THE TRUST IS REQUIRED BY ITS GOVERNING DOCUMENTS TO PROVIDE SUPPORT EACH YEAR TO THE DESIGNATED BENEFICIARIES (SUPPORTED ORGANIZATION). THE CUMULATIVE SUPPORT PROVIDED UNDER THIS LONG-STANDING AND CONSISTENT RELATIONSHIP OF SUPPORT TO EACH ORGANIZATION SINCE ITS INCEPTION IS FURTHER DETAILED BELOW. EACH YEAR, THE FUNDS PROVIDED BY THE TRUST SUPPORT SPECIFIC PROJECTS DETERMINED BY THE LEADERS OF THE SUPPORTED ORGANIZATION AND THE TRUST, SUCH AS BUILDINGS AND/OR SPECIFIC OPERATIONS. THE TRUST HAS DESIGNATED BENEFICIARIES AND THE DISTRIBUTION PERCENTAGE PARAMETERS FOR EACH ONE IS OUTLINED IN THE GOVERNING DOCUMENT. THE ALLOCATION OF EACH DISTRIBUTION IS A COLLABORATIVE EFFORT. EACH SUPPORTING ORGANIZATION COMES TO THE TRUST FOR HOW THEY WANT TO ALLOCATE THE FUNDS. EACH SUPPORTING ORGANIZATION REACHES OUT TO THE TRUST TO MEET AND DISCUSS ITS ANNUAL NEEDS AND ITS PLANNED USES OR FUNDS PROVIDED BY THE TRUSTS AND TO SEEK APPROVAL FOR SUCH USES. THE ORGANIZATIONS' PRESIDENT, BOARD OF TRUSTEES, AND/OR OTHER KEY MEMBERS BRING TO THE TRUST, THROUGH THESE MEETINGS, THE PURPOSE AND NEEDS FOR THE FUNDS. THE TRUST DOES NOT JUST SEND THE MONEY. EACH ORGANIZATION'S LEADERS ALSO HAVE A VOICE AND INPUT THROUGH MEETINGS AND THROUGH A CONTINUED OPEN DIALOGUE WITH THE TRUST ABOUT THE TRUST'S INVESTMENT STRATEGY, PARTICULAR INVESTMENTS, AND OPERATIONS. INPUT IS FREQUENTLY PROVIDED BY THE SUPPORTING ORGANIZATION LEADERS AS TO HOW FUNDS SHOULD BE INVESTED AS IF THEY HAD FIDUCIARY RESPONSIBILITY FOR THE FUNDS. AS EVIDENCED BY THE CUMULATIVE AMOUNT OF SUPPORT PROVIDED TO EACH SUPPORTED ORGANIZATION, WITHOUT THESE DISTRIBUTIONS, THE SUPPORTED ORGANIZATIONS WOULD NOT BE ABLE TO CONTINUE TO MAINTAIN THESE BUILDINGS, FUND A PROJECT, OR CONTINUE TO OPERATE AS NEEDED SO IT IS IMPORTANT TO THE SUPPORTED ORGANIZATION TO HAVE INPUT AND INVOLVEMENT IN HOW THE TRUST'S ASSETS ARE INVESTED AND USED. IN RESPONSE TO THE ABOVE-DESCRIBED ATTENTIVENESS OF THE SUPPORTED ORGANIZATIONS, THE TRUSTEES OF THE TRUST MAINTAIN CONTINUOUS AND CONSTANT COMMUNICATION WITH EACH ORGANIZATION. IN ADDITION TO THE COLLABORATION AND OVERSIGHT THAT TAKES PLACE EACH YEAR BETWEEN THE TRUST AND SUPPORTED ORGANIZATIONS, THE TRUST SCHEDULES PERIODIC COMMUNICATION INCLUDING THE FORMAL DISTRIBUTION AND ALLOCATION OF THE FUNDS, AN ANNUAL PERFORMANCE REVIEW OF THE INVESTMENTS, AND PARTICIPATES IN EACH SUPPORTING ORGANIZATION'S ANNUAL FINANCIAL STATEMENT AUDIT. CUMULATIVE FUNDING SUPPORT SINCE INCEPTION: UNIVERSITY OF TULSA: 2022 $326,555,154 TRINITY UNIVERSITY: 2022 $47,797,969 ST. JOHN MEDICAL CENTER: 2022 $26,388,413 OKLAHOMA MEDICAL RESEARCH FOUNDATION: 2022 $46,347,479 JOHN BROWN UNIVERSITY: 2022 $24,119,958

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Art Public Exhibition Amounts		ArtPublicExhibitionAmountsGrp
Held Works Art		HeldWorksArtGrp
CY Minus3 Yr Endwmt Fund		CYMinus3YrEndwmtFundGrp
CY Minus4 Yr Endwmt Fund		CYMinus4YrEndwmtFundGrp
Land		LandGrp
Buildings		BuildingsGrp
Leasehold Improvements		LeaseholdImprovementsGrp
Equipment		EquipmentGrp
Other Land Buildings		OtherLandBuildingsGrp
Financial Derivatives		FinancialDerivativesGrp
Closely Held Equity Interests		CloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp (4 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
PRIVATE EQUITY	$52,444,568	C
CHAPMAN HEDGED LLC	$25,829,322	C
CHAPMAN REAL ASSETS LLC	$22,848,603	C
MINERAL INTEREST	$139	C

Field	Value	IRS element (for citing)
Total Book Value Securities	$101,122,632	TotalBookValueSecuritiesAmt

Schedule I IRS990ScheduleI

Recipient Table RecipientTable (5 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt
THE UNIVERSITY OF TULSA
800 S TUCKER DRIVE	TULSA	OK	74104	730579298	501(c)(3)	$11,162,599	SUPPORT UNIVERSITY
JOHN BROWN UNIVERSITY
2000 WEST UNIVERSITY DRIVE	SILOAM SPRINGS	AR	72761	710239576	501(c)(3)	$817,892	SUPPORT UNIVERSITY
TRINITY UNIVERSITY
ONE TRINITY PLACE	SAN ANTONIO	TX	78212	741109633	501(c)(3)	$1,635,784	SUPPORT UNIVERSITY
OKLAHOMA MEDICAL RESEARCH FOUNDATION
825 NE 13TH STREET	OKLAHOMA CITY	OK	73105	730580274	501(c)(3)	$1,635,784	SUPPORT FOUNDATION
ST JOHN MEDICAL CENTER
1923 S UTICA AVE	TULSA	OK	74104	730579286	501(c)(3)	$1,856,282	SUPPORT MEDICAL CENTER

Field	Value	IRS element (for citing)
Total501c3 Org	5	Total501c3OrgCnt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2	FormAndLineReferenceDesc
Explanation	THIS ENTITY WORKS CLOSELY WITH THE ORGANIZATIONS IT SUPPORTS. THUS IT IS CONSTANTLY AWARE OF THE USE OF GRANT FUNDS.	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART VI, LINE 11	THE TAX RETURNS ARE PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND REVIEWED INTERNALLY BY THE TRUSTEE.
FORM 990, PART VI, LINE 9	FREDERIC DORWART 124 E 4TH ST TULSA, OK 74103
FORM 990, PART VI, LINE 15a	THERE ARE NO EMPLOYEES COMPENSATED. THE ONLY COMPENSATION FROM THE ENTITY IS THE INSTITUTIONAL AND INDIVIDUAL TRUSTEE FEES.
FORM 990, PART VI, LINE 18	THE ORGANIZATION MAKES ITS FORMS 990 AND 990-T AVAILABLE TO THE PUBLIC UPON REQUEST AT THE ORGANIZATION'S OFFICE CARE OF BANK OF OKLAHOMA, N.A.
FORM 990, PART VI, LINE 19	THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST AT THE ORGANIZATION'S OFFICE CARE OF BANK OF OKLAHOMA, N.A. THE ORGANIZATION'S OFFICE CARE OF BANK OF OKLAHOMA, N.A.
FORM 990, PART VII, SECTION A	BANK OF OKLAHOMA - 40 HOURS PER WEEK. FRED DORWART- 40 HOURS PER WEEK IN CONJUNCTION WITH STAFF MEMBERS OF HIS LAW FIRM.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Exempt Code SectionExemptCodeSectionTxt	Public Charity StatusPublicCharityStatusTxt	Controlled OrganizationControlledOrganizationInd
THE UNIVERSITY OF TULSA
800 S TUCKER DRIVE	TULSA	OK	74104	730579298	UNIVERSITY	OK	501(c)(3)	2	false
JOHN BROWN UNIVERSITY
2000 WEST UNIVERSITY DRIVE	SILOAM SPRINGS	AR	72761	710239576	UNIVERSITY	AR	501(c)(3)	2	false
TRINITY UNIVERSITY
ONE TRINITY PLACE	SAN ANTONIO	TX	78212	741109633	UNIVERSITY	TX	501(c)(3)	2	false
OKLAHOMA MEDICAL RESEARCH FOUNDATION
825 NE 13TH STREET	OKLAHOMA CITY	OK	73105	730580274	RESEARCH	OK	501(c)(3)	7	false
ST JOHN MEDICAL CENTER
1923 S UTICA AVE	TULSA	OK	74104	730579286	HOSPITAL	OK	501(c)(3)	3	false

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	false	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	Yes (true)	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	false	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	false	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	false	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	false	DivRelatedOrganizationInd
Asset Sale To Other Org	false	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	false	AssetPurchaseFromOtherOrgInd
Asset Exchange	false	AssetExchangeInd
Rental Of Facilities To Oth Org	false	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	false	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	false	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	false	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	false	SharingOfFacilitiesInd
Paid Employees Sharing	false	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	false	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	false	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	false	TransferToOtherOrgInd
Transfer From Other Org	false	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (5 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
THE UNIVERSITY OF TULSA
B	$11,162,599	FMV
JOHN BROWN UNIVERSITY
B	$817,892	FMV
TRINITY UNIVERSITY
B	$1,635,784	FMV
OKLAHOMA MEDICAL RESEARCH FOUNDATION
B	$1,635,784	FMV
ST JOHN MEDICAL CENTER
B	$1,856,282	FMV