2022-11-14T15:05:40-06:00 2021-12-31 453944293 PRESTON SMITH PLLC 8118 EAST 63RD STREET TULSA OK 74133 990PF 2021-01-01 731520309 WILLIAM S & ANN ATHERTON FOUNDATION WILL 9187493953 1924 S UTICA AVE STE 1018 TULSA OK 74104 JESSICA FAUBERT PRESIDENT 9187493953 2022-11-09 1 JESSICA FAUBERT 999009999 PRESTON SMITH CPA P00357271 9182501040 2022-11-09 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X 36035065 X X 896593 896593 653139 716859 653139 1549732 1549732 240147 144088 96059 30000 18000 12000 26147 15688 10459 41770 13062 8708 12855 12855 24000 14400 9600 17500 10500 7000 21804 13082 8722 414223 241675 152548 1674000 1674000 2088223 241675 1826548 -538491 1308057 239291 143613 143613 371106 15557 15557 11620914 11557194 35133998 662067 677619 677619 101642 37364 77133 64278 64278 763 0 0 12971274 12458261 36035065 0 0 X 4659610 4659610 0 0 8311664 7798651 12971274 12458261 12971274 12458261 12971274 -538491 25478 12458261 0 12458261 3,000 SHARES PEPSICO INC 1986-08-15 2021-07-23 467781 42480 425301 425301 1,500 SHARES PEPSICO INC 1986-08-15 2021-12-07 249078 21240 227838 227838 653139 18182 0 18182 0 18182 18547 0 20000 0 38547 0 20365 20365 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 150000 0 0 J THOMAS ATHERTON 1924 SOUTH UTICA SUITE 1018 TULSA OK 74104 TREASURER 10.00 90147 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 30969843 714029 677619 32361491 0 0 32361491 485422 31876069 1593803 1593803 18182 18182 1575621 0 1575621 0 1575621 1826548 0 1826548 1575621 0 0 47580 132166 179746 1826548 0 0 0 1575621 250927 0 0 430673 0 0 0 0 0 0 0 430673 47580 132166 250927 WILLIAM S ATHERTON JESSICA FAUBERT 1924 S UTICA SUITE 1018 TULSA OK 74104 9187493953 DESCRIPTION OF PROGRAM AND OUTLINE OF NEEDS NONE NONE A NEW LEAF 2306 S 1ST PLACE BROKEN ARROW OK 74012 NONE PUBLIC GENERAL FUND 2000 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 5000 CAPITAL RESEARCH CENTER 1513 16TH STREET NW WASHINGTON DC 20036 NONE PRIVATE GENERAL FUND 5000 CLASSICALLY FORMED INC PO BOX 35772 TULSA OK 74153 NONE PUBLIC GENERAL FUND 25000 FOLDS OF HONOR FOUNDATION 7030 SOUTH YALE SUITE 600 TULSA OK 74136 NONE PUBLIC BUILD A MEMORIAL 250000 FRANK PHILLIPS FOUNDATION P O BOX 1647 BARTLESVILLE OK 74005 NONE PUBLIC GENERAL FUND 25000 FRIENDS OF THE MANSION 820 NE 23RD STREET OKLAHOMA CITY OK 73105 NONE PUBLIC GENERAL FUND 75000 FUNDAMENTAL LEARNING CENTER 2220 E 21ST STREET N WICHITA KS 67214 NONE PUBLIC GENERAL FUND 10000 HILLSDALE COLLEGE 33 EAST COLLEGE STREET HILLSDALE MI 49242 NONE PUBLIC BUILDING FUND 400000 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 1000 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 5000 INSTITUTE FOR JUSTICE 901 N GLEBE ROAD SUITE 900 ARLINGTON VA 22203 NONE PUBLIC GENERAL FUND 2000 JOHN BROWN UNIVERSITY 2000 WEST UNIVERSITY STREET SILOAM SPRINGS AR 72761 NONE PRIVATE GENERAL FUND 10500 JUDICIAL WATCH 501 SCHOOL ST NW SUITE 700 WASHINGTON DC 20024 NONE PUBLIC GENERAL FUND 8000 LITTLE LIGHTHOUSE 5120 E 36TH STREET TULSA OK 74135 NONE PUBLIC GENERAL FUND 4000 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 MERCATUS CENTER 3301 NORTH FAIRFAX DRIVE ARLINGTON VA 22201 NONE PUBLIC GENERAL FUND 5000 MUSTANG HERITAGE FOUNDATION 870 CO ROAD GRANGER TX 76530 NONE PUBLIC GENERAL FUND 1000 NAT'L COWBOY & WESTERN HERITAGE MUSEUM 1700 NE 63RD STREET OKLAHOMA CITY OK 73111 NONE PUBLIC GENERAL FUND 100000 OKC NATIONAL MEMORIAL MUSEUM 620 N HARVEY AVE OKLAHOMA CITY OK 73102 NONE PUBLIC GENERAL FUND 2500 OKLAHOMA COUNCIL OF PUBLIC AFFAIRS 1401 NORTH LINCOLN BOULEVARD OKLAHOMA CITY OK 73104 NONE PUBLIC GENERAL FUND 50000 OKLAHOMA HISTORICAL SOCIETY 800 NAZIH ZUHDI DRIVE OKLAHOMA CITY OK 73105 NONE PUBLIC GENERAL FUND 1000 OKLAHOMA STATE UNIVERSITY FOUNDATION 107 WHITEHURST STILLWATER OK 74078 NONE PUBLIC GENERAL FUND 55000 PRAGER UNIVERSITY FOUNDATION 10045 RED RUN BLVD 250 OWING MILLS MD 21117 NONE PUBLIC PRAGER U KIDS SPONSORSHIP 30000 PROJECT VERITAS 1214 BOSTON POST ROAD MAMARONECK NY 10543 NONE PUBLIC GENERAL FUND 2000 RIVERFIELD COUNTRY DAY SCHOOL 2433 WEST 61ST STREET SOUTH TULSA OK 74132 NONE PUBLIC GENERAL FUND 25000 RONALD MCDONALD HOUSE CHARITIES 6102 SOUTH HUDSON AVENUE TULSA OK 74136 NONE PUBLIC TULSA 30TH YEAR ANNIVERSARY 2000 STATE POLICY NETWORK 1655 N FT MYER DRIVE SUITE 360 ARLINGTON VA 22209 NONE PUBLIC GENERAL FUND 8000 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 10000 THE HERITAGE FOUNDATION 214 MASSACHUSETTS AVENUE NE WASHINGTON DC 20002 NONE PUBLIC GENERAL FUND 50000 TURNING POINT USA 4940 EAST BEVERLY ROAD PHOENIX AZ 85044 NONE PUBLIC GENERAL FUND 5000 UNIVERSITY OF THE CUMBERLANDS 6191 COLLEGE STATION DRIVE WILLIAMSBURG KY 40769 NONE PUBLIC GENERAL FUND 2500 WASHINGTON COUNTY HISTORICAL SOCIETY 118 EAST DICKSON STREET FAYETTEVILLE AR 72701 NONE PUBLIC GENERAL FUND 5000 YOUNG AMERICA'S FOUNDATION 110 ELDEN STREET HERNDON VA 20171 NONE PUBLIC GENERAL FUND 15000 PARISH OF CHRIST THE KING 1520 S ROCKFORD AVE TULSA OK 74120 NONE PUBLIC GENERAL FUND 1500 BIT BY BIT EQUESTRIAN FOUNDATION 3150 STONEY CREEK ROAD OAKLAND MI 48363 NONE PUBLIC GENERAL FUND 5000 SHEPHERD'S FOLD RANCH 185 RIVER AVE AVANT OK 74001 NONE PUBLIC GENERAL FUND 1000 VOICES OF OKLAHOMA 4389 S VICTOR AVE TULSA OK 74105 NONE PUBLIC GENERAL FUND 25000 CFACT PO BOX 32 BERRYVILLE VA 22611 NONE PUBLIC GENERAL FUND 3000 1674000 0 14 896593 18 653139 0 1549732 0 1549732 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 ACCOUNTING FEES 26147 15688 10459 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 12855 SL 7.000000000000 12855 12855 PEPSICO, INC. 10328274 33518908 YUM BRANDS, INC. 65294 555440 WILLIAMS COMPANIES 847031 703080 MARATHON PETROLEUM 182408 191970 ENERGY TRANSFER LP 134187 164600 NWM LIFE INSURANCE POLICY FMV 677619 677619 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 25710 64278 64278 FICA WITHHOLDING 763 OFFICE SUPPLIES 2770 1662 1108 DIRECTOR'S FEES 18000 10800 7200 AUTO EXPENSE 99 59 40 BANK CHARGES 15 9 6 MEALS 715 429 286 INSURANCE 205 123 82 INCREASE IN CASH VALUE OF LIFE INSURANCE CONTRACT 25478 PAYROLL TAXES 21770 13062 8708 EXCISE TAX 20000 0 0