2023-11-13T10:41:10-06:00 2022-12-31 453944293 PRESTON SMITH PLLC 8118 EAST 63RD STREET TULSA OK 74133 990PF 2022-01-01 731520309 WILLIAM S & ANN ATHERTON FOUNDATION WILL 9187493953 1924 S UTICA AVE STE 1018 TULSA OK 74104 JESSICA FAUBERT PRESIDENT 9187493953 2023-11-09 1 JESSICA FAUBERT 999009999 0 PRESTON SMITH CPA P00357271 9182501040 2023-11-09 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 57666987 X 3376751 1730434 1730434 2452348 2664748 2452348 7559533 4182782 350000 210000 140000 85000 51000 34000 21703 13021 8681 48722 17233 11489 12855 12855 24000 14400 9600 50480 30288 20192 32714 19627 13087 625474 368424 237049 1868500 1868500 2493974 368424 2105549 5065559 3814358 143613 672089 672089 15557 863847 863847 11557194 15276619 55394288 677619 685340 685340 101642 50219 64278 51423 51423 12458261 17549318 57666987 0 93 0 93 X 4659610 4659610 0 0 7798651 12889615 12458261 17549225 12458261 17549318 12458261 5065559 25405 17549225 0 17549225 15,000 PEPSICO INC 1986-08-15 2022-01-06 2615031 212400 2402631 2402631 CALL DVN 07/15/22 75.00 2022-07-15 2022-07-15 49717 49717 49717 2452348 53020 0 53020 0 53020 20365 0 40000 0 60365 0 7345 7345 0 0 0 0 0 0 0 0 0 0 0 1 1 OK 1 0 0 0 0 1 N/A JESSICA A FAUBERT 9187493953 1924 S UTICA SUITE 1018 TULSA OK 74104 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 WILLIAM S ATHERTON 1924 SOUTH UTICA SUITE 1018 TULSA OK 74104 CHAIRMAN 1.00 0 0 0 D ANN ATHERTON 1924 SOUTH UTICA SUITE 1018 TULSA OK 74104 DIRECTOR 1.00 0 0 0 JESSICA ANN FAUBERT 1924 SOUTH UTICA SUITE 1018 TULSA OK 74104 PRESIDENT 40.00 200000 0 0 J THOMAS ATHERTON 1924 SOUTH UTICA SUITE 1018 TULSA OK 74104 TREASURER 10.00 150000 0 0 M DIRK ATHERTON 1924 SOUTH UTICA SUITE 1018 TULSA OK 74104 DIRECTOR 1.00 0 0 0 PRESTON B SMITH 8118 EAST 63RD STREET TULSA OK 741331901 SECRETARY 1.00 0 0 0 NONE 0 NONE 0 THE WILLIAM S. AND ANN ATHERTON FOUNDATION IS A PRIVATE, NON-OPERATING FOUNDATION. IT ACCOMPLISHES ITS CHARITABLE PURPOSE SOLELY THROUGH A PROGRAM OF MAKING CHARITABLE GIFTS AND GRANTS AND DOES NOT CONDUCT ANY DIRECT CHARITABLE ACTIVITIES OR MAKE PROGRAM-RELATED INVESTMENTS. THE FOUNDATION MANAGER SPENDS AN AVERAGE OF 60% OF HER TIME ADMINISTERING INVESTMENTS AND 40% ANSWERING CORRESPONDENCE, AND INVESTIGATING INSTITUTIONS THAT REQUIRE FUNDING. THEREFORE, 40% OF RELATED EXPENSES HAVE BEEN ALLOCATED TO GRANT-MAKING ACTIVITIES. 0 0 51381010 2465546 685340 54531896 0 0 54531896 817978 53713918 2685696 2685696 53020 53020 2632676 0 2632676 0 2632676 2105549 0 2105549 2632676 0 0 47580 132166 250927 430673 2105549 0 0 0 2105549 0 430673 430673 0 0 0 0 0 96454 0 0 0 WILLIAM S ATHERTON JESSICA FAUBERT 1924 S UTICA SUITE 1018 TULSA OK 74104 9187493953 DESCRIPTION OF PROGRAM AND OUTLINE OF NEEDS NONE NONE AMERICAN CANCER SOCIETY 4110 S 100TH EAST AVE3 TULSA OK 74146 NONE PUBLIC GENERAL FUND 5000 AMERICAN CONSERVATIVE UNION P O BOX 96090 WASHINGTON DC 20090 NONE PUBLIC GENERAL FUND 10000 AMERICAN QUARTER HORSE FOUNDATION PO BOX 32111 AMARILLO TX 79120 NONE PUBLIC EQUINE RESEARCH 5000 BIT BY BITRSU FOUNDATION 16544 A SOUTH HWY 169 OOLAGAH OK 74053 NONE PUBLIC GENERAL FUND 5000 CAPITAL RESEARCH CENTER 1513 16TH STREET NW WASHINGTON DC 20036 NONE PRIVATE GENERAL FUND 7500 CLASSICALLY FORMED INC PO BOX 35772 TULSA OK 74153 NONE PUBLIC GENERAL FUND 250000 COMMITTEE FOR A CONSTRUCTIVE TOMORROW (CFAC T) P O BOX 430 ABINGDON MD 21009 NONE PUBLIC GENERAL FUND 4000 CONSTITUTING AMERICA PO BOX 1988 COLLEYVILLE TX 76034 NONE PUBLIC GENERAL FUND 8000 FOLDS OF HONOR FOUNDATION 7030 SOUTH YALE SUITE 600 TULSA OK 74136 NONE PUBLIC BUILD A MEMORIAL 250000 GEORGE MASON UNIVERSITY FOUNDATION 4400 UNIVERSITY DRIVE MS 1A3 FAIRFAX VA 22030 NONE PUBLIC MERCATUS CENTER 5000 HILLSDALE COLLEGE 33 EAST COLLEGE STREET HILLSDALE MI 49242 NONE PUBLIC BUILDING FUND 300000 HOSPITALITY HOUSE OF TULSA PO BOX 14472 TULSA OK 74159 NONE PUBLIC GENERAL FUND 5000 HUMANE SOCIETY OF PAGOSA SPRINGS 465 CLOMAN BLVD PAGOSA SPRINGS CO 81147 NONE PUBLIC GENERAL FUND 2500 INDEPENDENT INSTITUTE 100 SWAN WAY OAKLAND CA 94621 NONE PUBLIC GENERAL FUND 10000 INSTITUTE FOR ENERGY RESEARCH 1155 15TH STREET NW SUITE 900 WASHINGTON DC 20005 NONE PUBLIC GENERAL FUND 7500 JOHN BROWN UNIVERSITY 2000 WEST UNIVERSITY STREET SILOAM SPRINGS AR 72761 NONE PRIVATE GENERAL FUND 25000 JUDICIAL WATCH 501 SCHOOL ST NW SUITE 700 WASHINGTON DC 20024 NONE PUBLIC GENERAL FUND 7500 LEADERSHIP INSTITUTE 1101 N HIGHLAND STREET ARLINGTON VA 22201 NONE PUBLIC GENERAL FUND 25000 LITESPEED AIRSHOW 7501 EAST APACHE STREET HANGAR 18 TULSA OK 74115 NONE PUBLIC GENERAL FUND 25000 MAYO CLINIC 200 FIRST ST SW ROCHESTER MN 55905 NONE PRIVATE GENERAL FUND 400000 MEDIA RESEARCH CENTER 325 S PATRICK STREET ALEXANDRIA VA 22314 NONE PUBLIC GENERAL FUND 5000 MOVING PICTURE INSTITUTE 375 GREENWICH STREET NEW YORK CITY NY 10013 NONE PUBLIC GENERAL FUND 5000 NAT'L COWBOY & WESTERN HERITAGE MUSEUM 1700 NE 63RD STREET OKLAHOMA CITY OK 73111 NONE PUBLIC DALLY HORN MEMBERSHIP 150000 OKLAHOMA COUNCIL OF PUBLIC AFFAIRS 1401 N LINCOLN BLVD OKLAHOMA CITY OK 73104 NONE PUBLIC GENERAL FUND 60000 ONE HOPE TULSA 7419 E 11TH STREET TULSA OK 74112 NONE PUBLIC GENERAL FUND 15000 PRAGER UNIVERSITY FOUNDATION 10045 RED RUN BLVD 250 OWING MILLS MD 21117 NONE PUBLIC PRAGER U KIDS SPONSORSHIP 30000 RIVERFIELD COUNTRY DAY SCHOOL 2433 WEST 61ST STREET SOUTH TULSA OK 74132 NONE PUBLIC GENERAL FUND 25000 SIGMA NU EDUCATIONAL FOUNDATION PO BOX 1869 LEXINGTON VA 24450 NONE PUBLIC GENERAL FUND 25000 STATE POLICY NETWORK 2020 NORTH 14TH STREET SUITE 250 ARLINGTON VA 22201 NONE PUBLIC 50-FIFTY-5 INITIATIVE 10000 STUDENTS FOR LIBERTY 1750 TYSONS BOULEVARD STE 1500 MCLEAN VA 22102 NONE PUBLIC GENERAL FUND 15000 THE ELEPHANT SANCTUARY PO BOX 393 HOHENWALD TN 38462 NONE PUBLIC GENERAL FUND 2000 THE FUND FOR AMERICAN STUDIES 1706 NEW HAMPSHIRE AVE NW WASHINGTON DC 20009 NONE PUBLIC GENERAL FUND 20000 THE HERITAGE FOUNDATION 214 MASSACHUSETTS AVENUE NE WASHINGTON DC 20002 NONE PUBLIC GENERAL FUND 50000 THE LITTLE LIGHT HOUSE 5120 EAST 36TH STREET TULSA OK 74135 NONE PUBLIC GENERAL FUND 5000 THE NEW CRITERION PO BOX 3000 DENVILLE NJ 07834 NONE PUBLIC GENERAL FUND 5000 THE RAZORBACK FOUNDATION 1295 S RAZORBACK ROAD FAYETTEVILLE AR 72701 NONE PUBLIC GENERAL FUND 2000 TURNING POINT USA 4940 EAST BEVERLY ROAD PHOENIX AZ 85044 NONE PUBLIC GENERAL FUND 20000 UNIVERSITY OF THE CUMBERLANDS 6191 COLLEGE STATION DRIVE WILLIAMSBURG KY 40769 NONE PUBLIC GENERAL FUND 2500 VALERIES HOUSE PO BOX 1955 FT MEYERS FL 33902 NONE PUBLIC GENERAL FUND 25000 VOICES OF OKLAHOMA 4389 S VICTOR AVE TULSA OK 74105 NONE PUBLIC GENERAL FUND 25000 YOUNG AMERICA'S FOUNDATION 110 ELDEN STREET HERNDON VA 20171 NONE PUBLIC GENERAL FUND 15000 1868500 0 14 1730434 18 2452348 0 4182782 0 4182782 4 INVESTMENT INCOME USED TO FUND CHARITABLE GIFTS 8 INVESTMENT INCOME USED TO FUND CHARITABLE GIFTS 0 0 0 0 0 0 0 0 0 0 X X 1 WILLIAM S ATHERTON 1924 S UTICA AVE TULSA OK 74114 678261 X X 2 WILLIAM S ATHERTON 1924 S UTICA AVE TULSA OK 74114 22316 X X 3 WILLIAM S ATHERTON 1924 S UTICA AVE TULSA OK 74114 969794 X X 4 WILLIAM S ATHERTON 1924 S UTICA AVE TULSA OK 74114 1706380 X X 1 3,000 SHARES SEABOARD CP 11364390 2022-03-01 2 50,000 SHARES MERCER INTERNATIONAL INC 660000 2022-03-01 3 200,000 SHARES COTERRA ENERGY INC. 4798000 2022-03-01 4 60,990 SHARES DEVON ENERGY CORP 3612743 2022-03-01 ACCOUNTING FEES 21703 13021 8681 OFFICE CHAIRS 2000-12-04 846 846 SL 7.000000000000 0 0 DRAPERIES & RUG 2000-12-22 3797 3797 SL 7.000000000000 0 0 OFFICE FURNITURE 2001-04-11 878 878 SL 7.000000000000 0 0 COMPUTER 2007-06-28 1137 1137 SL 7.000000000000 0 0 COMPUTER 2013-02-10 1158 1158 SL 7.000000000000 0 0 DESK 2013-10-31 3838 3838 SL 7.000000000000 0 0 2019 AUDI 2019-12-16 89988 25710 SL 7.000000000000 12855 12855 PEPSICO, INC. 10115874 32150073 YUM BRANDS, INC. 65294 512320 WILLIAMS COMPANIES 847031 888300 MARATHON PETROLEUM 182408 349170 ENERGY TRANSFER LP 106479 237400 SEABOARD CP 678261 11325630 MERCER INTERNATIONAL INC 22316 582000 CONTERRA ENERGY INC 969794 4914000 DEVON ENERGY INC 1706381 3751495 DIAMONDBACK ENERGY INC 582781 683900 NWM LIFE INSURANCE POLICY FMV 685340 685340 OFFICE CHAIRS 846 846 0 0 DRAPERIES & RUG 3797 3797 0 0 OFFICE FURNITURE 878 878 0 0 COMPUTER 1137 1137 0 0 COMPUTER 1158 1158 0 0 DESK 3838 3838 0 0 2019 AUDI 89988 38565 51423 51423 OFFICE SUPPLIES 11689 7013 4676 DIRECTOR'S FEES 18000 10800 7200 AUTO EXPENSE 99 59 40 BANK CHARGES 15 9 6 MEALS 1372 823 549 INSURANCE 1539 923 616 INCREASE IN CASH VALUE OF LIFE INSURANCE CONTRACT 17225 NONTAXABLE DISTRIBUTION FROM INVESTMENT ACCOUNT 8180 FICA PAYABLE 0 93 PAYROLL TAXES 28722 17233 11489 EXCISE TAX 20000 0 0