2025-05-19T16:06:31-05:00 2024-12-31 730941849 BRYAN LITTLE HALEY & KENT PC PO BOX 2306 BARTLESVILLE OK 74005 990PF 2024-01-01 237299980 LYON FOUNDATION LYON 9183360066 PO BOX 546 BARTLESVILLE OK 74005 JOHN B KANE PRESIDENT 9183360066 2025-05-13 1 1 THAD KENT P00395763 9183361433 2024 2025-03-06 01:10:19Z X 54072637 X X 159444 159444 1248988 1248988 1544471 11949811 1544471 2952903 2952903 72000 18000 54000 33500 0 33500 18338 0 18338 138547 128047 10500 38429 1721 6708 41136 27447 13689 341950 175215 136735 2334876 2334876 2676826 175215 2471611 276077 2777688 234538 165057 165057 380611 1123652 1123652 9279152 9094852 9094852 5461354 4112176 4112176 36665267 39576900 39576900 1985 1985 52020922 54072637 54072637 0 0 X 52020922 54072637 52020922 54072637 52020922 54072637 52020922 276077 1775638 54072637 0 54072637 SALE OF SECURITIES 2024-01-01 2024-12-31 11949811 10405340 1544471 1544471 1544471 38610 0 38610 0 38610 72353 0 0 0 72353 X 0 33743 33743 0 0 0 0 0 0 0 0 0 0 0 1 1 OK 1 0 0 0 1 1 WWW.LYONFOUNDATION-BARTLESVILLE.ORG JOHN B KANE 9183360066 110 1/2 SE FRANK PHILLIPS BLVD BARTLESVILLE OK 74003 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 THOMAS JANER PO BOX DRAWER Z BARTLESVILLE OK 74005 ASSISTANT SECRETARY 1.00 0 0 0 BRUCE W ROBINETT 2317 SE LONDON LN BARTLESVILLE OK 74006 TREASURER 1.00 0 0 0 JOHN B KANE 2101 MARS CT BARTLESVILLE OK 74006 PRESIDENT/MANAGER 10.00 72000 0 0 MARK A MYERS 3750 E MOUNTAIN RD BARTLESVILLE OK 74003 VICE PRESIDENT 1.00 0 0 0 GLENN BONNER 1804 SE GLYNWOOD DR BARTLESVILLE OK 74006 DIRECTOR 1.00 0 0 0 DAVID KING 2201 SE SKYLINE DR BARTLESVILLE OK 74006 SECRETARY 1.00 0 0 0 SPENCER KING 2701 ROANOKE RIDGE RD BARTLESVILLE OK 74006 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 NONE 0 0 53471272 743077 0 54214349 0 0 54214349 813215 53401134 2670057 2670057 38610 38610 2631447 0 2631447 0 2631447 2471611 0 2471611 2631447 2441222 0 0 2471611 2441222 0 0 30389 0 0 0 0 0 0 0 0 2601058 0 0 0 JOHN B KANE PO BOX 546 BARTLESVILLE OK 74005 9183360066 SEE ATTACHED NONE PREFERENCE GIVEN TO THE BARTLESVILLE AREA ABILITY WORKS OF OKLAHOMA INC 501 S VIRGINIA AVE BARTLESVILLE OK 74003 NONE PUBLIC GENERAL SUPPORT 10000 AGAPE MISSION 309 SW BUCY BARTLESVILLE OK 74003 NONE PUBLIC GENERAL SUPPORT 4500 ALZHEIMER'S ASSOCIATION OKLAHOMA CHAPTER 6601 BROADWAY EXT STE 120 OKLAHOMA CITY OK 73116 NONE PUBLIC GENERAL SUPPORT 5000 B THE LIGHT 219 N VIRGINIA AVE BARTLESVILLE OK 74003 NONE PUBLIC REMODEL FACILITY 102000 BARTLESVILLE ART ASSOCIATION 217 S COMANCHE AVE BARTLESVILLE OK 74003 NONE PUBLIC GENERAL SUPPORT 2330 BARTLESVILLE ATHLETIC ALUMNI ASSOCIATION INC 1821 SE WASHINGTON BLVD BARTLESVILLE OK 74006 NONE PUBLIC GENERAL SUPPORT 5000 BARTLESVILLE CHAPTER NSDAR 208 E 4TH STREET BARTLESVILLE OK 74003 NONE PUBLIC GENERAL SUPPORT 1000 BARTLESVILLE CIVIC BALLET INC 110 E 2ND ST BARTLESVILLE OK 74003 NONE PUBLIC COSTUMES AND BACKDROP 12200 BARTLESVILLE COMMUNITY FOUNDATION 208 E 4TH STREET BARTLESVILLE OK 74003 NONE PUBLIC GENERAL SUPPORT 402500 BARTLESVILLE EDUCATION PROMISE PO BOX 2323 BARTLESVILLE OK 74005 NONE PUBLIC GENERAL SUPPORT 4500 BARTLESVILLE POLICE DEPARTMENT FOUNDATION 208 E 4TH STREET BARTLESVILLE OK 74003 NONE PUBLIC REPAIRS AND UPGRADES OF EQUIPMENT 20000 BARTLESVILLE PUBLIC SCHOOL FOUNDATION 208 E 4TH STREET BARTLESVILLE OK 74003 NONE PUBLIC GENERAL SUPPORT 32000 BARTLESVILLE PUBLIC SCHOOLS ISD #30 1100 SW JENNINGS AVE BARTLESVILLE OK 74006 NONE PUBLIC GENERAL SUPPORT AND GREEN HOUSES 290500 BARTLESVILLE SPORTS COMMISSION 208 E 4TH STREET BARTLESVILLE OK 74003 NONE PUBLIC GENERAL SUPPORT 5500 BIG BROTHERS BIG SISTERS OF OKLAHOMA 320 DELAWARE AVE BARTLESVILLE OK 74003 NONE PUBLIC GENERAL SUPPORT 3000 BLUESTEM MEDICAL FOUNDATION 3500 SE FRANK PHILLIPS BLVD BARTLESVILLE OK 74006 NONE PUBLIC GENERAL SUPPORT 2500 BOY SCOUTS OF AMERICA-CHEROKEE AREA COUNCIL 520 S QUAPAW AVE BARTLESVILLE OK 74003 NONE PUBLIC PURCHASE OF TRUCK 41750 BOYS & GIRLS CLUB 401 S SEMINOLE BARTLESVILLE OK 74003 NONE PUBLIC GENERAL SUPPORT, NEW TABLES, BUILDING REPAIRS, EQUIPMENT UPGRADES 52435 CASA HISPANA INC 822 S JOHNSTONE AVE BARTLESVILLE OK 74003 NONE PUBLIC GENERAL SUPPORT 2000 CHILDREN'S MUSICAL THEATRE 101 S WYANDOTTE AVE BARTLESVILLE OK 74003 NONE PUBLIC SHOP TOOLS, REPAIRS, SCISSOR LIFT 12570 CITY OF BARTLESVILLE 401 S JOHNSTONE BARTLESVILLE OK 74003 NONE PUBLIC GENERAL SUPPORT AND RECONSTRUCT GREENS ON GOLF COURSE 304687 CONCERN 333 S PENN AVE BARTLESVILLE OK 74003 NONE PUBLIC GENERAL SUPPORT 4500 FANTASY LAND FOREST OF LIGHTS PO BOX 211 BARTLESVILLE OK 74005 NONE PUBLIC ELECTRICAL PANELS 23130 FIRST WESLEYAN CHURCH BARTLESVILLE 1776 SILVER LAKE RD BARTLESVILLE OK 74006 NONE PUBLIC GENERAL SUPPORT 1000 FOSTERING SUCCESS 546 SE WASHINGTON BLVD BARTLESVILLE OK 74006 NONE PUBLIC GENERAL SUPPORT 1000 FRIENDS OF DEWEY PARKS ASSOCIATION 1107 CHEROKEE AVE BARTLESVILLE OK 74003 NONE PUBLIC INFRASTRUCTURE IMPROVEMENTS 50000 FRIENDS OF KIDDIE PARK PO BOX 405 BARTLESVILLE OK 74005 NONE PUBLIC MAINTENANCE AND UPKEEP OF PARK 292500 GIRL SCOUTS OF EASTERN OKLAHOMA 511 EAST 11TH STREET BARTLESVILLE OK 74003 NONE PUBLIC 6 CANOES, OUTDOOR PAVILLION, STORM SHELTER, TRAILER 37080 GYMNASTICS CLUB INC 1805 SW ADAMS BLVD BARTLESVILLE OK 74003 NONE PUBLIC FACILITIES UPGRADE AND EQUIPMENT 50000 HOPE CLINIC 101 SOONER RD BARTLESVILLE OK 74003 NONE PUBLIC GENERAL SUPPORT 2500 HOPESTONE CANCER SUPPORT CENTER 120 B SW FRANK PHILLIPS BARTLESVILLE OK 74003 NONE PUBLIC GENERAL SUPPORT 12000 LIGHTHOUSE OUTREACH 1411 W HENSLEY BLVD BARTLESVILLE OK 74003 NONE PUBLIC BUILD HOUSE AND ADD ELECTRIC SERVICE FOR MAIN BUILDING 82500 MARY MARTHA OUTREACH 1845 W 4TH STREET BARTLESVILLE OK 74003 NONE PUBLIC GENERAL SUPPORT 2500 OK MOZART 415 DEWEY AVE BARTLESVILLE OK 74003 NONE PUBLIC GENERAL SUPPORT AND YAMAHA DIGITAL PIANOS 22000 OKLAHOMA MEDICAL RESEARCH FOUNDATION 825 NE 13TH ST OKLAHOMA CITY OK 73104 NONE PUBLIC GENERAL SUPPORT 10000 OKLAHOMA UNION EDUCATION FOUNDATION 8506 E 61ST TULSA OK 74133 NONE PUBLIC NEW PLAYGROUND EQUIPMENT 25000 OKLAHOMA WESLEYAN UNIVERSITY 2201 SILVER LAKE RD BARTLESVILLE OK 74006 NONE PUBLIC GENERAL SUPPORT 12000 ON THE ROCK MINISTRIES 122 S PARK AVE BARTLESVILLE OK 74003 NONE PUBLIC GENERAL SUPPORT 3000 OSAGE HILLS RURAL FIREFIGHTERS ASSOCIATION 11238 OKESA RD BARTLESVILLE OK 74003 NONE PUBLIC PURCHASE OF REMANUFACTURED ENGINE AND GRASS FIRE TRUCK 26000 PATHS TO INDEPENDENCE 4041 SE SHERIDAN RD BARTLESVILLE OK 74003 NONE PUBLIC GENERAL SUPPORT 15000 RICHARD KANE YMCA 101 N OSAGE AVE BARTLESVILLE OK 74003 NONE PUBLIC GENERAL SUPPORT 4500 ROGERS STATE UNIVERSITY 1701 W WILL ROGERS BLVD CLAREMORE OK 74017 NONE PUBLIC GENERAL SUPPORT 1500 SALVATION ARMY 101 N BUCY AVE BARTLESVILLE OK 74003 NONE PUBLIC GENERAL SUPPORT 7500 SAMARITAN COUNSELING AND GROWTH CENTER 245 S MADISON BLVD BARTLESVILLE OK 74006 NONE PUBLIC GENERAL SUPPORT 10000 STAND 1ST FOUNDATION 34455 S 4240 RD INOLA OK 74036 NONE PUBLIC THREE RESPONSE SHIELDS 9054 SUTTON AVIAN RESEARCH CENTER 393636 GAP RD BARTLESVILLE OK 74003 NONE PUBLIC CREATING INSECTARIUM, IMPROVE BIOSECURITY, UPDATE FACILITY AND UPDATE HEADQUARTERS 181625 THE JOURNEY HOME 900 WASHINGTON BLVD BARTLESVILLE OK 74003 NONE PUBLIC GENERAL SUPPORT AND VACANT LOT FOR PARKING AND EXPANSION 67000 TRI COUNTY TECH FOUNDATION 6101 NOWATA RD BARTLESVILLE OK 74006 NONE PUBLIC GENERAL SUPPORT 12500 WASHINGTON COUNTY ELDER CARE 1223 SWAN DR BARTLESVILLE OK 74006 NONE PUBLIC GENERAL SUPPORT AND REPLACE KITCHEN AND COMPUTER EQUIPMENT 52515 WASHINGTON COUNTY SCHOOL SUPPLY DRIVE PO BOX 2031 BARTLESVILLE OK 74005 NONE PUBLIC GENERAL SUPPORT 1000 2334876 0 14 159444 14 1248988 18 1544471 0 2952903 0 2952903 0 0 0 0 0 0 0 0 0 0 BRYAN,LITTLE,HALEY & KENT 18338 0 18338 CORPORATE BONDS - COUNCIL OAK 4112176 4112176 CORPORATE STOCK-BARTLESVILLE 329474 329474 CORPORATE STOCK-ARVEST 8765378 8765378 MUTUAL FUNDS-ARVEST FMV 10869723 10869723 MUTUAL FUNDS - BARTLESVILLE FMV 1643511 1643511 MUTUAL FUNDS - BANCFIRST FMV 21977734 21977734 MUTUAL FUNDS - COUNCIL OAK FMV 5085932 5085932 OFFICE & ADMINISTRATIVE 5127 0 5127 ANNUAL MEETING 5788 0 5788 INSURANCE EXPENSE 2774 0 2774 OTHER EXPENSE AND COST ADJ 27447 27447 0 UNREALIZED GAINS 1775638 BANCFIRST - INVESTMENT MGMT 53422 53422 0 ARVEST - INVESTMENT MGMT 51472 51472 0 DIRECTORS FEES 10500 0 10500 COUNCIL OAK INVESTMENT MGMT 23153 23153 0 PAYROLL TAXES 8071 1377 6694 PROPERTY TAXES 14 0 14 FOREIGN TAXES 344 344 0 EXCISE TAXES PAID 30000 0 0