2023-11-09T15:39:42-06:00 2022-12-31 731413977 HOGANTAYLOR LLP 2222 SOUTH UTICA PL SUITE 200 TULSA OK 74114 990PF 2022-01-01 736224031 THE OXLEY FOUNDATION OXLE 9185841978 1437 S BOULDER SUITE 770 TULSA OK 74119 RH HARBAUGH TRUSTEE 9185841978 2023-11-08 1 RH HARBAUGH 999009999 1 MEGAN COURTNEY P01571790 9187452333 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 8705597 X X 441597 441597 4465806 14900689 4465806 112724 112346 5020127 5019749 0 7585 0 26310 26310 0 15806 7903 7903 105051 105051 0 3 3 0 34562 12206 0 5301 5301 14624 14624 0 5596 5596 0 378974 195315 183659 586227 379894 191562 13690757 13690757 14276984 379894 13882319 -9256857 4639855 1106000 7527011 7527011 33884 70102 70102 8688010 855715 794817 2171116 0 0 4546292 1134574 292904 37109 16346 26065 20763 20763 16571367 9608165 8705597 0 0 X 100 100 0 0 16571267 9608065 16571367 9608165 16571367 9608165 16571367 -9256857 2293725 9608235 70 9608165 SEE ATTACHED P 13955809 10434883 3520926 3520926 SALE OF OIL & GAS LOT P 944880 944880 944880 4465806 64494 0 64494 0 64494 70228 0 0 0 70228 X 123 5611 5611 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 7585 0 0 NONE 0 GREENHILL PROPERTIES LLC 1437 S BOULDER STE 770 TULSA OK 74119 ADMINISTRATIVE OVERHEAD 394052 0 N/A 0 0 17383082 3595980 84375 21063437 0 0 21063437 315952 20747485 1037374 1037374 64494 64494 972880 0 972880 0 972880 13882319 0 13882319 972880 0 0 13781443 1170880 2340530 1589807 18882660 13882319 0 0 0 972880 12909439 0 0 31792099 0 0 0 0 0 0 13781443 18010656 1170880 2340530 1589807 12909439 X ALZHEIMER'S ASSOCIATION - OKLAHOMA CHAPTER 1438 S BOULDER TULSA OK 74120 NONE PC 2021 MEMORY GALA 5000 ALZHEIMER'S ASSOCIATION - OKLAHOMA CHAPTER 1438 S BOULDER TULSA OK 74120 NONE PC 2022 MEMORY GALA 5000 ARTS ALLIANCE TULSA 1491 S BOULDER TULSA OK 74173 NONE PC WINE, WOMEN & SHOES 2500 ASSISTANCE LEAGUE OF TULSA 1492 S BOULDER TULSA OK 74174 NONE PC UNIFORMS & CLOTHING 5000 BIT BY BIT 1459 S BOULDER TULSA OK 74141 NONE PC URBAN COWBOY FUND 5000 BRAIN AND BEHAVIOR RESEARCH FOUNDATION 1503 S BOULDER TULSA OK 74185 NONE PC INVESTIGATOR GRANT 50000 BRUSH CREEK YOUTH RANCH TEEN CHALLENGE 1440 S BOULDER TULSA OK 74122 NONE PC ART OF LIVING WELL 5000 CHILD ABUSE NETWORK 2829 S SHERIDAN RD TULSA OK 74129 NONE PC 2022 SUPPORT CHILD 5000 CLAREHOUSE 1462 S BOULDER TULSA OK 74144 NONE PC 2022 MOONSTRUCK 5000 COFFEE BUNKER 6365 E 41ST ST TULSA OK 74135 NONE PC BUNKER BITES 5000 CRIME PREVENTION NETWORK 1502 S BOULDER TULSA OK 74184 NONE PC SPECIAL PROJECTS 2500 CUMBERLAND COLLEGE 1482 S BOULDER TULSA OK 74164 NONE PC 2022 SCHOLARSHIPS 10000 DOMESTIC VIOLENCE INTERVENTION SERVICES INC 1460 S BOULDER TULSA OK 74142 NONE PC MONARCH BALL 2022 5000 EXPONENT PHILANTHROPY 1475 S BOULDER TULSA OK 74157 NONE PC 2022 PROGRAM SUPPORT 1500 FAMILY & CHILDREN'S SERVICE INC 1443 S BOULDER TULSA OK 74125 NONE PC THE WHITE PARTY 3000 FANNIN COUNTY CHILDREN'S CENTER 112 W 5TH ST BONHAM TX 75418 NONE PC NEW BUILDING 5000 FRONTIER MEDIA GROUP 2121 E 26TH PL TULSA OK 74114 NONE PC JOURNALISM PROGRAM 2500 GIRL SCOUTS OF EASTERN OK INC 1444 S BOULDER TULSA OK 74126 NONE PC GO GIRL GALA 3800 GOOD SAMARITAN HEALTH SERVICES 1468 S BOULDER TULSA OK 74150 NONE PC HEALTH CARE MINISTRY 10000 HAPPY HANDS EDUCATION CENTER INC 1494 S BOULDER TULSA OK 74176 NONE PC 2022 SPECIAL PROJECTS 5000 HARVEST HOUSE OUTREACH INC 1464 S BOULDER TULSA OK 74146 NONE PC 2022 FOOD PROGRAM 5000 HOSPICE OF GREEN COUNTRY INC 1445 S BOULDER TULSA OK 74127 NONE PC 2022 OYSTERS AND ALE 5000 IRON GATE TRUST 1465 S BOULDER TULSA OK 74147 NONE PC 2022 FOOD PROGRAM 10000 LIFE SENIOR SERVICES INC 1455 S BOULDER TULSA OK 74137 NONE PC CELEBRATE LIFE 5000 LIFE SENIOR SERVICES INC 1472 S BOULDER TULSA OK 74154 NONE PC CAPITAL CAMPAIGN 300000 LILYFIELD CHRISTIAN ADOPTION & FOSTER CARE 1498 S BOULDER TULSA OK 74180 NONE PC 2022 PROGRAM SUPPORT 2500 MARY K OXLEY NATURE CENTER ASSOC INC 1499 S BOULDER TULSA OK 74181 NONE PC ARCHITECTURE FEES 5000 MAYO CLINIC 1500 S BOULDER TULSA OK 74182 NONE PC BRAIN P.E.T. SCANNER 25000 MENTAL HEALTH ASSOCIATION OF OKLAHOMA 1447 S BOULDER TULSA OK 74129 NONE PC SUPPORT TEEN SUICIDE 5000 MENTAL HEALTH ASSOCIATION OF OKLAHOMA 1474 S BOULDER TULSA OK 74156 NONE PC 2022 CARNIVAL 5000 NATIONAL MUSEUM OF POLO AND HALL OF FAME 9011 LAKE WORTH RD LAKE WORTH BEACH FL 33467 NONE PC CAPITAL CAMPAIGN 100000 NEW VIEW OKLAHOMA 5350 E 31ST ST 302 TULSA OK 74135 NONE PC BLACKOUT BANQUET 2251 NOVA UKRAINE 963 MEARS CT STANFORD CA 94305 NONE PC SUPPORT UKRAINIAN 50000 OKLAHOMA AQUARIUM FOUNDATION 1448 S BOULDER TULSA OK 74130 NONE PC SEA TURTLE EXHIBIT 15000 OKLAHOMA CENTER FOR NONPROFITS 1449 S BOULDER TULSA OK 74131 NONE PC 2022 ONE AWARDS 5000 OKLAHOMA FOUNDATION FOR EXCELLENCE 1506 S BOULDER TULSA OK 74188 NONE PC 2023 SCHOLARSHIP 2500 PAUSE4PAWS 2032 UTICA SQUARE 52768 TULSA OK 74152 NONE PC 2022 PROGRAM SUPPORT 1500 RESONANCE - CENTER FOR WOMEN INC 1608 S ELWOOD AVE TULSA OK 74119 NONE PC 2022 STACKED DECK 2500 RONALD MCDONALD HOUSE CHARITIES OF TULSA INC 6102 S HUDSON AVE TULSA OK 74136 NONE PC BASH PROGRAM 2500 SAINT SIMEON'S EPISCOPAL HOME FOUNDATION 3701 MLK JR BLVD TULSA OK 74106 NONE PC 2022 WESTERN DAYS 5000 SAN MIGUEL SCHOOL OF TULSA 2444 E ADMIRAL BLVD TULSA OK 74110 NONE PC DANCING WITH STARS 5000 THE DEMAND PROJECT INC 5065 S 79TH E AVE TULSA OK 74145 NONE PC 2022 PROGRAM SUPPORT 1000 THE NATURE CONSERVANCY OKLAHOMA CHAPTER 1476 S BOULDER TULSA OK 74158 NONE PC CONSERVATION 2022 2500 THE PHILBROOK MUSEUM OF ART 1450 S BOULDER TULSA OK 74132 NONE PC WINE EXPERIENCE 7500 THE SALVATION ARMY 1470 S BOULDER TULSA OK 74152 NONE PC 2022 CHRISTMAS LUNCH 2500 THE SALVATION ARMY 1509 S BOULDER TULSA OK 74191 NONE PC HOMELESS PREVENTION 10000 THE SALVATION ARMY 1451 S BOULDER TULSA OK 74133 NONE PC 2022 BOOTH DINNER 4400 THE UNIVERSITY OF TULSA 1478 S BOULDER TULSA OK 74160 NONE PC 2022 SCHOLARSHIP 100000 TULSA AREA UNITED WAY 1480 S BOULDER TULSA OK 74162 NONE PC 2022 ANNUAL FUND 10000 TULSA BALLET THEATRE INC 1483 S BOULDER TULSA OK 74165 NONE PC 2022 ICONS & IDOLS 6000 TULSA BOTANICAL GARDENS 1505 S BOULDER TULSA OK 74187 NONE PC GARDEN OF LIGHTS 2500 TULSA BOYS' HOME 1454 S BOULDER TULSA OK 74136 NONE PC 2022 RUN FOR ROSES 5000 TULSA COMMUNITY COLLEGE FOUNDATION 1484 S BOULDER TULSA OK 74166 NONE PC TULSA SYMPHONY 3000 TULSA COMMUNITY FOUNDATION- DONOR ADVISED FUND 1471 S BOULDER TULSA OK 74153 NONE PC DONOR ADVISED FUND 10103146 TULSA CRIME STOPPERS 4107 S YALE AVE SUITE 142 TULSA OK 74135 NONE PC BADGES & BBQ FUNDS 2500 TULSA GARDEN CENTER INC 2435 S PEORIA AVE TULSA OK 74114 NONE PC TREE RESTORATION 50000 TULSA HABITAT FOR HUMANITY 1485 S BOULDER TULSA OK 74167 NONE PC ROCK THE HOUSE 2022 5000 TULSA HISTORICAL SOCIETY 1486 S BOULDER TULSA OK 74168 NONE PC TULSA HALL OF FAME 3000 TULSA REGIONAL STEM ALLIANCE 5005 S DARLINGTON AVE TULSA OK 74135 NONE PC FLIGHT NIGHT 2500 TULSA ZOO MANAGEMENT 1487 S BOULDER TULSA OK 74169 NONE PC OXLEY ELEPHANT 2500000 TULSA ZOO MANAGEMENT 1456 S BOULDER TULSA OK 74138 NONE PC 2022 WALTZ/WILD SIDE 6000 UNIVERSITY OF THE OZARKS 1510 S BOULDER TULSA OK 74192 NONE PC 2022 SCHOLARSHIPS 10000 UP WITH TREES 1102 S BOSTON AVE TULSA OK 74119 NONE PC OPERATION SUPPORT 2500 VOLUNTEERS OF AMERICA 1457 S BOULDER TULSA OK 74139 NONE PC VETERAN'S SUICIDE 5000 WILL ROGERS HERITAGE INC 1488 S BOULDER TULSA OK 74170 NONE PC 2022 PROGRAM SUPPORT 5000 WILL ROGERS HIGH SCHOOL FOUNDATION 1437 S BOULDER TULSA OK 74119 NONE PC WILL ROGERS STAGE 10000 WOOLAROC RANCH MUSEUM & WILDLIFE 1489 S BOULDER TULSA OK 74171 NONE PC COWTHIEVES/OUTLAWS 2160 YOUTH SERVICES OF TULSA INC 1458 S BOULDER TULSA OK 74140 NONE PC YOUTH SUICIDE PROGRAM 10000 TULSA HABITAT FOR HUMANITY 6235 E 13TH ST TULSA OK 74112 NONE PC 2022 ROCK THE HOUSE 5000 WORK TO RIDE INC 98 CHAMOUNIX DRIVE PHILADELPHIA PA 19131 NONE PC NEW POLO ARENA 100000 OKLAHOMA STATE UNIVERSITY 107 WHITEHURST STILLWATER OK 74078 NONE PC ECHO PROJECT 15000 13690757 0 14 441597 15 119848 18 4465806 LIMITED PARTNERSHIP INCOME 14 -7502 UBIA ACTIVITY FROM K-1S 525990 0 378 0 5020127 0 5020127 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 15806 7903 7903 COMPUTER SOFTWARE 2002-11-05 2804 2804 SL 3.000000000000 0 0 FURNITURE 2004-01-01 3640 3640 SL 7.000000000000 0 0 OFFICE FURNITURE 2006-06-01 6194 6194 SL 7.000000000000 0 0 COMPUTER EQUIPMENT 2006-06-01 1690 1690 SL 5.000000000000 0 0 MICROEDGE SOFTWARE 2008-02-20 11537 11537 SL 3.000000000000 0 0 2020 SUBARU OUTBACK 2019-11-30 37109 11044 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 $394,052 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. *TESCO STORES HLDG ORD SPON ADR 10129 9088 A P MOLLAR-MAERSK A/S UNSPON ADR 14254 11388 ABN AMRO BANK NV ADR 2510 2833 AMERICA MOVIL S.A.B. DE C.V. SER L SPON ADR 1734 1693 AMERICAN INTL GROUP INC COM NEW 15287 16695 APA CORP 19925 23153 AT&T INC 8986 8892 BANCO DO BRASIL S A SPON ADR 4154 4073 BANK OF CHINA ADR 12731 12767 BARCLAYS PLC ADR 20931 18634 BATH & BODY WKS INC 14361 11251 BAYERISCHE MOTOREN WERKE A G SPON ADR 5147 5102 BEST BUY CO INC 9857 10187 BOSTON PROPERTIES INC 8558 4933 BP PLC SPON ADR 10315 12121 C H ROBINSON WORLDWIDE INC NEW 3004 2838 CANADIAN NAT RESOURCES LTD CAD 2984 2943 CANON INC ADR JAPAN SPON ADR 9781 8976 CAPITAL ONE FINCL COR 9817 5949 CARDINAL HEALTH INC 3306 5150 CARREFOUR SA SPON ADR 4220 3489 CENOVUS ENERGY INC CAD 3698 3766 CF INDUSTRIES HOLDINGS INC 9223 7412 CHINA SHENHUA ENERGY CO LTD ADR 9638 9427 CIGNA CORP 1418 1988 CITIGROUP INC 17192 13840 CK HUTCHISON HLDGS LTD UNSPONSORED ADR 26726 24282 COMCAST CORP NEW CL A 1762 1958 COMPAGNIE DE SAINT-GOBAIN ADR 24611 18778 DELL TECHNOLOGIES INC CL C 5909 5188 DEUTSCHE POST AG SPON ADR 9665 6075 DOW INC 22927 21869 EQUITABLE HLDGS INC 6861 6601 ERICSSON SEK 10 NEW 2002 ADR 2450 2196 EXXON MOBIL CORP 3461 3750 FORD MOTOR CO COM 13734 10420 FORTESCUE METALS GROUP LTD SPON ADR 6616 6245 HEIDELBERGCEMENT AG UNSPONSERED ADR 8341 6800 HENNES & MAURITZ AB ADR 3397 3018 HEWLETT PACKARD ENTERPRISE CO 10251 10757 HP INC 33273 28267 INTEL CORP 20172 23150 INTL PAPER CO 11930 8692 ITOCHU CORP ADR JAPAN ADR 17626 19313 JAPAN TOBACCO INC UNSPONSORED ADR 7888 7894 JARDINE MATHESON HD-UNSP ADR ADR 19865 20038 KONINKLIJKE AHOLD DELHAIZE NV SPON ADR 22050 22730 KUEHNE & NAGEL INTL AG ADR 5578 5788 LENNAR CORP CL A 13704 15385 LENOVO GROUP LTD SPON ADR 14872 11932 LOEWS CORP 4633 4433 LUKOIL PJSC SPON ADR 2924 0 LUMEN TECHNOLOGIES INC CL A 13770 6697 LYONDELLBASELL INDUSTRIES N V SHS - A - CL A EUR 12129 11292 MAGNA INTL INC CL A SUB VTG CANADA ORD CAD 9204 7247 MANULIFE FINANCIAL CORP CAD 7681 7118 MARATHON OIL CORP 9731 10909 MARATHON PETROLEUM CO 2906 3259 MERCEDES-BENZ GROUP AG 10975 9156 MITSUI & CO LTD ADR JAPAN ADR 9860 12271 MPERIAL BRANDS PLC SPON ADR 6001 6385 NUCOR CORP 3354 2900 OMNICOM GROUP INC 7266 9381 ORANGE SPON ADR 1538 1620 ORIX CORP SPON ADR 14846 12400 PRINCIPAL FINANCIAL GROUP INC 1536 1678 PRUDENTIAL FINANCIAL INC 9782 9051 PULTE GROUP INC 11515 9652 QUEST DIAGNOSTICS INC 29887 32383 RELIANCE STEEL & ALUMINUM CO 2524 2632 REPSOL SA SPON ADR 3025 3664 SOUTH32 LTD SPON ADR 13016 14135 SYNCHRONY FINL 23662 22246 TAKEDA PHARMACEUTICAL CO LTD SPON ADR 6704 7098 TECK RESOURCES LTD CL B ORD CAD 1648 1853 TELEFONICA BRASIL SA ADR 7639 6356 TELENOR ASA ADR 12282 7690 TOTALENERGIES SE SPON ADR 5180 6394 UBS GROUP AG CHF 1832 1923 VALE SA-SP SPON ADR 15857 14238 VALERO ENERGY CORP NEW 2567 2664 VODAFONE GROUP PLC SPON ADR 1812 1589 WEYERHAEUSER CO 28681 25110 WILLIAMS SONOMA INC 6597 4367 YARA INTL ASA SPON ADR 6322 5312 DISTRESSED MANAGERS IV OFFSHORE HOLDINGS LP FMV 0 93498 INSURED SWEEP PRGRM-CASH FMV 2552 2552 INSURED SWEEP PROGRAM-CASH FMV 18370 18218 JCF III PRIVATE INVESTORS LLC (FLOWERS) FMV 112687 48198 LONG CASH AND SWEEP FUNDS FMV 75848 75848 MONEY MARKET FUND (CASH) FMV 35764 35764 RMA GOVT MONEY MARKET FD (CASH) FMV 272 272 WHITEHALL PARALLEL GLOBAL REAL ESTATE LP 2001** (EXITED 7/2018) FMV 0 12766 WHITEHALL STREET GLOBAL REAL ESTATE LP 2007* (EXITED 2/2019) FMV 290069 5788 WHITEHALL STREET INTERNATIONAL REAL ESTATE CORPORATION 2005*** (EXITED 9/202 FMV 599012 0 2020 SUBARU OUTBACK 37109 16345 20764 OTHER ADJUSTMENT 70 OFFICE EXPENSE 5158 5158 0 INSURANCE 5406 5406 0 OVERHEAD 361539 180769 180770 DUES & SUBSCRIPTIONS 946 946 0 MEALS & ENTERTAINMENT 206 206 0 MISCELLANEOUS EXPENSES 2830 2830 0 NON-DEDUCTIBLE EXPENSES 2889 0 2889 OIL & GAS ROYALTIES 119848 119848 119848 LIMITED PARTNERSHIP INCOME -7502 -7502 -7502 UBIA ACTIVITY FROM K-1S 378 378 BOOK/TAX DIFFERENCE IN DONATION OF APPRECIATED STOCK 2293725 INVESTMENT SERVICES 105051 105051 0 TAXES AND LICENSES 1859 1859 0 FOREIGN TAXES 10347 10347 0 EXCISE TAX 22356 0 0