2019-11-15T12:41:04-06:00 2018-12-31 453944293 PRESTON SMITH PLLC 8118 EAST 63RD STREET TULSA OK 74133 990PF 2018-01-01 731520309 WILLIAM S & ANN ATHERTON FOUNDATION WILL 9187493953 1924 S UTICA AVE STE 1018 TULSA OK 74104 JESSICA FAUBERT PRESIDENT 9187493953 2019-11-14 1 PRESTON SMITH CPA P00357271 9182501040 2019-11-14 2018 2022-09-23 18:48:47Z X 15637486 X X 475464 475464 135208 603933 135208 93 0 610765 610672 150000 90000 60000 24000 14400 9600 16214 9728 6486 16347 7992 5325 5678 5678 12180 7308 4872 20981 12589 8392 19280 11568 7712 264680 159263 102387 682934 682934 947614 159263 785321 -336849 451409 110879 363854 363854 237824 134806 134806 11411223 10929623 14470048 645664 653939 653939 46406 31567 20517 14839 14839 12426107 12097061 15637486 472 0 472 0 X 4659610 4659610 0 0 7766025 7437451 12425635 12097061 12426107 12097061 12425635 -336849 8275 12097061 0 12097061 10,000 SHARES WILLIAMS CO P 1997-06-30 2018-04-23 255586 307325 -51739 -51739 3,000 SHARES PEPSICO P 1997-06-30 2018-08-07 348347 161400 186947 186947 135208 0 908495 16546871 0.054904 816530 15579537 0.052410 789965 15486932 0.051008 346413 9772347 0.035448 318884 6120648 0.052100 0.245870 0.049174 15827979 778325 4514 782839 785321 X 4514 0 4514 0 4514 6997 0 0 6997 0 2483 2483 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 DELORES 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 24.00 100000 0 0 J THOMAS ATHERTON 1924 SOUTH UTICA SUITE 1018 TULSA OK 74104 TREASURER 1.00 50000 0 0 MICHAEL 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 0 14930753 491907 646354 16069014 0 0 16069014 241035 15827979 791399 791399 4514 4514 786885 0 786885 0 786885 785321 0 785321 4514 780807 786885 0 0 13377 44301 91809 149487 785321 0 0 0 785321 0 1564 1564 147923 0 0 0 0 0 0 0 147923 11813 44301 91809 WILLIAM S ATHERTON JESSICA FAUBERT 1924 S UTICA SUITE 1018 TULSA OK 74104 9187493953 DESCRIPTION OF PROGRAM AND OUTLINE OF NEEDS NONE NONE AKDAR SHRINE CENTER 2808 SOUTH SHERIDAN TULSA OK 74129 NONE PUBLIC PATIENT TRANSPORTATION FUND 1000 AMERICAN CANCER SOCIETY 4110 S 100TH EAST AVE3 TULSA OK 74146 NONE PUBLIC CATTLE BARON'S BALL 5000 AMERICAN QUARTER HORSE FOUNDATION PO BOX 32111 AMARILLO TX 79120 NONE PUBLIC EQUINE RESEARCH 1000 BIT BY BITRSU FOUNDATION 16544 A SOUTH HWY 169 OOLAGAH OK 74053 NONE PUBLIC GENERAL FUND 5000 BOY SCOUTS OF AMERICA 4295 SOUTH GARNETT ROAD TULSA OK 74146 NONE PUBLIC INDIAN NATIONS COUNCIL 200 CAPITAL RESEARCH CENTER 1513 16TH STREET NW WASHINGTON DC 20036 NONE PRIVATE GENERAL FUND 2000 COMMITTEE FOR A CONSTRUCTIVE TOMORROW P O BOX 430 ABINGDON MD 21009 NONE PUBLIC GENERAL FUND 2000 HOSPITALITY HOUSE OF TULSA PO BOX 14472 TULSA OK 74159 NONE PUBLIC GENERAL FUND 1000 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 JUDICIAL WATCH 501 SCHOOL ST NW SUITE 700 WASHINGTON DC 20024 NONE PUBLIC GENERAL FUND 10000 LEADERSHIP INSTITUTE 1101 N HIGHLAND STREET ARLINGTON VA 22201 NONE PUBLIC GENERAL FUND 10000 MACKINAC CENTER FOR PUBLIC POLICY 140 WEST MAIN STREET MIDLAND MI 48640 NONE PUBLIC GENERAL FUND 2500 MAKE-A-WISH FOUNDATION OF OKLAHOMA 4504 E 67TH STREET 208 TULSA OK 74136 NONE PUBLIC GENERAL FUND 1400 MAYO CLINIC 200 FIRST ST SW ROCHESTER MN 55905 NONE PRIVATE GENERAL FUND 300000 MEDIA RESEARCH CENTER 325 S PATRICK STREET ALEXANDRIA VA 22314 NONE PUBLIC GENERAL FUND 3500 MERCATUS CENTER 3301 NORTH FAIRFAX DRIVE ARLINGTON VA 22201 NONE PUBLIC GENERAL FUND 5000 NAT'L COWBOY & WESTERN HERITAGE MUSEUM 1700 NE 63RD STREET OKLAHOMA CITY OK 73111 NONE PUBLIC DALLY HORN MEMBERSHIP 100000 NATURE WORKS PO BOX 52551 TULSA OK 74152 NONE PUBLIC GENERAL FUND 2500 OKLAHOMA COUNCIL OF PUBLIC AFFAIRS 1401 N LINCOLN BLVD OKLAHOMA CITY OK 73104 NONE PUBLIC CITIZENSHIP AWARD DINNER 10000 OKLAHOMA COUNCIL OF PUBLIC AFFAIRS 1401 NORTH LINCOLN BOULEVARD OKLAHOMA CITY OK 73104 NONE PUBLIC LIBERTY GALA 5000 OKLAHOMA STATE UNIVERSITY FOUNDATION 107 WHITEHURST STILLWATER OK 74078 NONE PUBLIC ATHERTON HOTEL PROJECT 83334 OKLAHOMA WESLEYAN UNIVERSITY 2201 SILVER LAKE ROAD BARTLESVILLE OK 74006 NONE PRIVATE ANNUAL FUND 5000 PHILBROOK MUSEUM OF ART 2727 S ROCKFORD RD TULSA OK 74114 NONE PUBLIC GENERAL FUND 7500 RONALD MCDONALD HOUSE CHARITIES 6102 SOUTH HUDSON AVENUE TULSA OK 74136 NONE PUBLIC MCDAZZLE FUNDRAISER 2500 SIGMA NU EDUCATIONAL FOUNDATION PO BOX 1869 LEXINGTON VA 24450 NONE PUBLIC GENERAL FUND 5000 STATE POLICY NETWORK 2020 NORTH 14TH STREET SUITE 250 ARLINGTON VA 22201 NONE PUBLIC 50-FIFTY-5 INITIATIVE 8000 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 LEGAL STUDIES INSTITUTE 2500 THE LITTLE LIGHT HOUSE 5120 EAST 36TH STREET TULSA OK 74135 NONE PUBLIC GENERAL FUND 1000 TULSA BOTANIC GARDEN PO BOX 707 TULSA OK 74101 NONE PUBLIC GENERAL FUND 2500 YOUNG AMERICA'S FOUNDATION 110 ELDEN STREET HERNDON VA 20171 NONE PUBLIC GENERAL FUND 10000 CONVENTION OF STATES FOUNDATION 5850 SAN FELIPE ST SUITE 575 HOUSTON TX 77057 NONE PUBLIC GENERAL FUND 5000 E FOUNDATION FOR OKLAHOMA 2 E CALIFORNIA AVE OKLAHOMA CITY OK 73104 NONE PUBLIC GENERAL FUND 10000 HUMANE SOCIETY OF PAGOSA SPRINGS 465 CLOMAN BLVD PAGOSA SPRINGS CO 81147 NONE PUBLIC GENERAL FUND 500 LITESPEED AIRSHOW 7501 EAST APACHE STREET HANGAR 18 TULSA OK 74115 NONE PUBLIC GENERAL FUND 10000 NAT'L COWBOY & WESTERN HERITAGE MUSEUM 1700 NE 63RD STREET OKLAHOMA CITY OK 73111 NONE PUBLIC BOOK RETAINER FUND 50000 PRAGER UNIVERSITY FOUNDATION 10045 RED RUN BLVD 250 OWING MILLS MD 21117 NONE PUBLIC GENERAL FUND 2000 THE FIRST TEE OF MANHATTAN 5200 COLBERT HILLS DR MANHATTAN NY 66503 NONE PUBLIC IN MEMORY OF BERNIE BUTLER 1000 UNIVERSITY OF ARIZONA UNIVERSITY DRIVE TUCSON AZ 85721 NONE PUBLIC JOHN GOODMAN SCHOLARSHIP 1000 682934 0 14 475464 15 93 18 135208 0 610765 0 610765 4 INVESTMENT INCOME USED TO FUND CHARITABLE GIFTS 7 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 16214 9728 6486 STATEMENT 12 0 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 812 SL 7.000000000000 165 165 DESK 2013-10-31 3838 2283 SL 7.000000000000 548 548 2015 ACURA MDX 2014-09-30 34752 16136 SL 7.000000000000 4965 4965 PEPSICO, INC. 9843878 13363550 GOLDEN OCEAN GROUP LTD 76272 4928 YUM BRANDS, INC. 65294 367680 HUGOTON RTY TR TEX 49230 2511 WALMART DE MEXICO 2226 1909 WILLIAMS COMPANIES 864540 595350 YUM CHINA 28183 134120 NWM LIFE INSURANCE POLICY FMV 653939 653939 OFFICE CHAIRS 846 846 0 DRAPERIES & RUG 3797 3797 0 OFFICE FURNITURE 878 878 0 COMPUTER 1137 1137 0 COMPUTER 1158 977 181 DESK 3838 2831 1007 2015 ACURA MDX 34752 21101 13651 OFFICE SUPPLIES 6535 3921 2614 MEALS & ENTERTAINMENT 745 447 298 DIRECTOR'S FEES 12000 7200 4800 ROYALTY INCOME 93 0 0 INCREASE IN CASH VALUE OF LIFE INSURANCE CONTRACT 8275 PAYROLL LIABILITIES 472 0 PAYROLL TAXES 13311 7986 5325 EXCISE TAX 3030 0 0 FOREIGN TAX 6 6 0