2022-05-02T17:59:50-05:00 2021-12-31 463734673 THE WAGGONER COMPANY PLLC 105 NORTH HUDSON SUITE 310 OKLAHOMA CITY OK 731024815 990PF 2021-01-01 731463271 CRAWLEY FAMILY FOUNDATION CRAW 4052329700 105 NORTH HUDSON 800 OKLAHOMA CITY OK 73102 JAMES B CRAWLEY PRESIDENT 4052329700 2022-05-02 JAMES CRAWLEY XXX-XX-XXXX JOSHUA WAGGONER P01387520 4052329541 2022-04-25 X 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X 14907667 X 1439380 223 223 206407 193885 305146 361581 305146 1951156 499254 0 0 0 76792 76792 0 15011 1996 0 1189 1189 0 92992 79977 0 461500 461500 554492 79977 461500 1396664 419277 859969 1822327 1822327 822050 830009 2459989 8157540 8157540 10625351 9839559 10809876 14907667 426347 0 426347 0 X 9413212 10809876 0 0 0 0 9413212 10809876 9839559 10809876 9413212 1396664 0 10809876 0 10809876 22 SHS BLACKROCK INC P 2010-04-06 2021-09-21 18603 9969 8634 8634 1,298 SHS CENTERPOINT ENERGY INC P 2019-03-04 2021-03-24 28254 39278 -11024 -11024 77 SHS FIRST REP BK SAN FRANCISCO CAL P 2017-01-13 2021-09-21 14816 7188 7628 7628 CAPITAL GAINS DIVIDENDS P 299908 299908 299908 305146 5828 0 5828 0 5828 16121 0 0 0 16121 0 10293 10293 0 0 0 0 0 0 0 0 0 0 0 1 1 OK 1 0 1 0 0 1 N/A JAMES B CRAWLEY 4052329700 105 N HUDSON SUITE 800 OKLAHOMA CITY OK 73102 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JAMES B CRAWLEY 105 NORTH HUDSON SUITE 800 OKLAHOMA CITY OK 73102 PRESIDENT 0.00 0 0 0 SARA B CRAWLEY 105 NORTH HUDSON SUITE 800 OKLAHOMA CITY OK 73102 VICE PRESIDENT 0.00 0 0 0 LINDA C SHIRLEY 105 NORTH HUDSON SUITE 800 OKLAHOMA CITY OK 73102 VICE PRESIDENT 0.00 0 0 0 MARTHA C TRACEY 105 NORTH HUDSON SUITE 800 OKLAHOMA CITY OK 73102 VICE PRESIDENT 0.00 0 0 0 LINDA C SHIRLEY 105 NORTH HUDSON SUITE 800 OKLAHOMA CITY OK 73102 SECRETARY 0.00 0 0 0 SARA B CRAWLEY 105 NORTH HUDSON SUITE 800 OKLAHOMA CITY OK 73102 TREASURER 0.00 0 0 0 MARTHA C TRACEY 105 NORTH HUDSON SUITE 800 OKLAHOMA CITY OK 73102 ASSISTANT SECRETARY 0.00 0 0 0 JAMES B CRAWLEY 105 NORTH HUDSON SUITE 800 OKLAHOMA CITY OK 73102 DIRECTOR 0.00 0 0 0 SARA B CRAWLEY 105 NORTH HUDSON SUITE 800 OKLAHOMA CITY OK 73102 DIRECTOR 0.00 0 0 0 LINDA C SHIRLEY 105 NORTH HUDSON SUITE 800 OKLAHOMA CITY OK 73102 DIRECTOR 0.00 0 0 0 MARTHA C TRACEY 105 NORTH HUDSON SUITE 800 OKLAHOMA CITY OK 73102 DIRECTOR 0.00 0 0 0 NONE 0 NONE 0 0 12832247 782828 0 13615075 0 0 13615075 204226 13410849 670542 670542 5828 5828 664714 0 664714 0 664714 461500 0 461500 664714 0 0 193728 7694 5796 207218 461500 0 0 0 461500 0 203214 203214 4004 0 0 0 0 0 0 0 4004 4004 JAMES B CRAWLEY JAMES B CRAWLEY X AUSTIN PRESBYTERIAN THEOLOGICAL SEMINARY 100 E 27TH ST AUSTIN TX 78705 ANNUAL PLEDGE 2021 5000 CENTER FOR CHILDREN AND FAMILIES 210 S COCKREL AVE NORMAN OK 73071 2021 DONATION 1000 CENTER FOR CHILDREN AND FAMILIES 210 S COCKREL AVE NORMAN OK 73071 2021 DONATION 5000 CLEVELAND COUNTY HABITAT FOR HUMANITY 1100 W MAIN ST SUITE 100 NORMAN OK 73069 2021 DONATION 5000 COMMUNITY FOUNDATION OF OKLAHOMA 801 NW 63RD ST SUITE 200 OKLAHOMA CITY OK 73116 2021 DONATION 1000 COMMUNITY FOUNDATION OF WEST KENTUCKY PO BOX 7 PADUCAH KY 42001 2021 DONATION - 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INST #76 FMV 606470 685376 31142.164 SHS COLUMBIA HIGH YIELD BOND FUND INSTL FMV 333053 375263 13248.023 SHS INVESCO DEVELOPING MKTS FUND CL R6 FMV 637258 622657 4798 SHS ISHARES RUSSELL MID-CAP ETF FMV 283240 398282 3640 SHS ISHARES RUSSELL 2000 ETF FMV 546886 809718 40472.943 SHS LAZARD INTERNATIONAL STRATEGIC EQUITY FMV 587263 662542 61271.48 SHS METROPOLITAN WEST TOTAL RETURN BOND FUND FMV 668826 668472 45473.748 SHS OAKHURST SHORT DURATION BOND FUND #811 FMV 450100 448371 51954.84 SHS TOUCHSTONE SAND CAPITAL SELECT GROWTH FUND FMV 989903 995455 12279 SHS VANGUARD FTSE DEVELOPED MARKETS ETF FMV 504790 626966 6417 SHS VANGUARD INDEX FDS S&P 500 ETF FMV 1593436 2801469 BANK CHARGES 291 291 0 CONTRACT LABOR 539 539 0 INVESTMENT EXPENSES 5 5 0 OTHER EXPENSES 354 354 0 ACCOUNTS PAYABLE - PENDING TRADES 426347 0 PORTFOLIO MANAGEMENT FEES 76792 76792 0 JAMES B CRAWLEY 105 NORTH HUDSON SUITE 800 OKLAHOMA CITY OK 73102 2020 JAMES B CRAWLEY CHARITABLE LEAD UNITRUST 105 NORTH HUDSON SUITE 800 OKLAHOMA CITY OK 73102 MARY W CRAWLEY CHARITABLE LEAD UNITRUST 105 NORTH HUDSON SUITE 800 OKLAHOMA CITY OK 73102 FEDERAL INCOME TAX 13015 0 0 FOREIGN TAXES 1996 1996 0