2020-11-16T16:01:31-06:00 2019-12-31 453944293 PRESTON SMITH PLLC 8118 EAST 63RD STREET TULSA OK 74133 990PF 2019-01-01 731520309 WILLIAM S & ANN ATHERTON FOUNDATION WILL 9187493953 1924 S UTICA AVE STE 1018 TULSA OK 74104 JESSICA FAUBERT PRESIDENT 9187493953 2020-11-13 1 PRESTON SMITH CPA P00357271 9182501040 2020-11-13 64.207.236.90 2020-11-13 12:57:06 CS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 F942353746019BCCCF3564A2487794A41EAF78A2 2019 2021-04-22 16:20:28Z X 24881854 X 708000 542256 542256 275982 726509 275982 1526238 818238 215000 129000 86000 19492 11695 7797 17031 10188 6792 5678 5678 18000 10800 7200 27849 16709 11140 42235 25342 16929 345285 209412 135858 1016334 1016334 1361619 209412 1152192 164619 608826 363854 141667 141667 134806 14914 14914 10929623 11352011 23961057 653939 662067 662067 136394 37245 14839 99149 102149 12097061 12269808 24881854 0 0 X 4659610 4659610 0 0 7437451 7610198 12097061 12269808 12097061 12269808 12097061 164619 8128 12269808 0 12269808 GOLDEN OCEAN GROUP LTD 1999-05-19 2019-03-11 3712 76272 -72560 -72560 HUGOTON ROYALTY TRUST 2009-04-07 2019-03-11 2157 49230 -47073 -47073 WALMART DE MEXICO 1997-06-30 2019-03-11 1905 2225 -320 -320 PEPSICO INC 1997-06-30 2019-11-01 136387 53800 82587 82587 PEPSICO INC 1997-06-30 2019-03-11 582348 269000 313348 313348 275982 0 780807 15827979 0.049331 908495 16546871 0.054904 816530 15579537 0.052410 789965 15486932 0.051008 346413 9772347 0.035448 0.243101 0.048620 20522277 997793 6088 1003881 1152192 X 6088 0 6088 0 6088 2483 20000 0 22483 53 16342 16342 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 125000 0 0 J THOMAS ATHERTON 1924 SOUTH UTICA SUITE 1018 TULSA OK 74104 TREASURER 1.00 90000 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 19504166 676016 654617 20834799 0 0 20834799 312522 20522277 1026114 1026114 6088 6088 1020026 0 1020026 0 1020026 1152192 0 1152192 6088 1146104 1020026 0 0 11813 44301 91809 63255 211178 1152192 0 0 0 1020026 132166 0 0 343344 0 0 0 0 0 0 0 343344 11813 44301 91809 63255 132166 WILLIAM S ATHERTON JESSICA FAUBERT 1924 S UTICA SUITE 1018 TULSA OK 74104 9187493953 DESCRIPTION OF PROGRAM AND OUTLINE OF NEEDS NONE NONE 21 C AMERICA 700 W MAIN ST LOUISVILLE KY 40202 NONE PUBLIC GENERAL FUND 20000 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 7000 BIT BY BITRSU FOUNDATION 16544 A SOUTH HWY 169 OOLAGAH OK 74053 NONE PUBLIC GENERAL FUND 3000 CAPITAL RESEARCH CENTER 1513 16TH STREET NW WASHINGTON DC 20036 NONE PRIVATE GENERAL FUND 6000 CLAREMONT INSTITUTE 1317 W FOOTHILL BLVD SUITE 120 UPLAND CA 91786 NONE PUBLIC GENERAL FUND 2000 COMMITTEE FOR A CONSTRUCTIVE TOMORROW (CFAC T) P O BOX 430 ABINGDON MD 21009 NONE PUBLIC GENERAL FUND 1000 FRANK PHILLIPS FOUNDATION P O BOX 1647 BARTLESVILLE OK 74005 NONE PUBLIC WOOLAROC ART SHOW 25000 FREEDOM ALLIANCE 22570 MARKEY CT STE 240 STERLING VA 20166 NONE PUBLIC GENERAL FUND 2500 HILLSDALE COLLEGE 33 EAST COLLEGE STREET HILLSDALE MI 49242 NONE PUBLIC CHAPEL 25000 HUMANE SOCIETY OF PAGOSA SPRINGS 465 CLOMAN BLVD PAGOSA SPRINGS CO 81147 NONE PUBLIC GENERAL FUND 3000 INDEPENDENT INSTITUTE 100 SWAN WAY OAKLAND CA 94621 NONE PUBLIC GENERAL FUND 5000 INSTITUTE FOR ENERGY RESEARCH 1155 15TH STREET NW SUITE 900 WASHINGTON DC 20005 NONE PUBLIC GENERAL FUND 2500 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 LITESPEED AIRSHOW 7501 EAST APACHE STREET HANGAR 18 TULSA OK 74115 NONE PUBLIC GENERAL FUND 25000 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 1500 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 3500 MERCATUS CENTER 3301 NORTH FAIRFAX DRIVE ARLINGTON VA 22201 NONE PUBLIC GENERAL FUND 5000 MOVING PICTURE INSTITUTE 375 GREENWICH STREET NEW YORK CITY NY 10013 NONE PUBLIC GENERAL FUND 2000 NATIONAL LEGAL AND POLICY CENTER 107 PARK WASHINGTON COURT FALLS CHURCH VA 22046 NONE PUBLIC GENERAL FUND 1000 NAT'L COWBOY & WESTERN HERITAGE MUSEUM 1700 NORTHEAST 63RD STREET OKLAHOMA CITY OK 73111 NONE PUBLIC MATCHING GIFT CAMPAIGN 250000 NATURE WORKS PO BOX 52551 TULSA OK 74152 NONE PUBLIC GENERAL FUND 2500 NRA CIVIL RIGHTS DEFENSE FUND 11250 WAPLES MILL ROAD FAIRFAX VA 22030 NONE PUBLIC GENERAL FUND 10000 OKC NATIONAL MEMORIAL MUSEUM 620 N HARVEY AVE OKLAHOMA CITY OK 73102 NONE PUBLIC GENERAL FUND 5000 OKLAHOMA COUNCIL OF PUBLIC AFFAIRS 1401 N LINCOLN BLVD OKLAHOMA CITY OK 73104 NONE PUBLIC CITIZENSHIP AWARD DINNER 20000 OKLAHOMA STATE UNIVERSITY FOUNDATION 107 WHITEHURST STILLWATER OK 74078 NONE PUBLIC ATHERTON HOTEL PROJECT 84334 PRAGER UNIVERSITY FOUNDATION 10045 RED RUN BLVD 250 OWING MILLS MD 21117 NONE PUBLIC GENERAL FUND 10000 RIVERFIELD COUNTRY DAY SCHOOL 2433 WEST 61ST STREET SOUTH TULSA OK 74132 NONE PUBLIC GENERAL FUND 27000 RONALD MCDONALD HOUSE CHARITIES 6102 SOUTH HUDSON AVENUE TULSA OK 74136 NONE PUBLIC MCDAZZLE FUNDRAISER 10000 ROUNDUP FOR AUTISM 10503 METRIC DR DALLAS TX 75243 NONE PUBLIC GENERAL FUND 1000 SONLIGHT CHRISTIAN CAMP PO BOX 536 PAGOSA SPRINGS CO 81147 NONE PUBLIC GENERAL FUND 2000 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 3500 TULSA BOTANIC GARDEN PO BOX 707 TULSA OK 74101 NONE PUBLIC GENERAL FUND 2500 TULSA HISTORICAL SOCIETY 2445 SOUTH PEORIA TULSA OK 74114 NONE PUBLIC OIL BARON'S BALL 1000 UNIVERSITY OF THE CUMBERLANDS 6191 COLLEGE STATION DRIVE WILLIAMSBURG KY 40769 NONE PUBLIC GENERAL FUND 2000 YOUNG AMERICA'S FOUNDATION 110 ELDEN STREET HERNDON VA 20171 NONE PUBLIC GENERAL FUND 10000 1016334 0 14 542256 18 275982 0 818238 0 818238 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 X X 1 WILLIAM S ATHERTON 1924 S UTICA AVE TULSA OK 74114 708000 X 1 50,000 SHARES PEPSICO 6621500 2019-06-27 ACCOUNTING FEES 19492 11695 7797 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 977 SL 7.000000000000 165 165 DESK 2013-10-31 3838 2831 SL 7.000000000000 548 548 2015 ACURA MDX 2014-09-30 34752 21101 SL 7.000000000000 4965 4965 2019 AUDI 2019-12-16 89988 SL 7.000000000000 0 0 PEPSICO, INC. 10229094 22544947 YUM BRANDS, INC. 65294 402920 WILLIAMS COMPANIES 847031 640400 YUM CHINA 28183 192040 MARATHON PETROLEUM 182409 180750 NWM LIFE INSURANCE POLICY FMV 662067 662067 OFFICE CHAIRS 846 846 0 DRAPERIES & RUG 3797 3797 0 OFFICE FURNITURE 878 878 0 COMPUTER 1137 1137 0 COMPUTER 1158 1142 16 DESK 3838 3379 459 2015 ACURA MDX 34752 26066 8686 2019 AUDI 89988 0 89988 OFFICE SUPPLIES 2698 1619 1115 MEALS & ENTERTAINMENT 749 450 299 DIRECTOR'S FEES 36000 21600 14400 AUTO EXPENSE 2788 1673 1115 INCREASE IN CASH VALUE OF LIFE INSURANCE CONTRACT 8128 PAYROLL TAXES 16979 10188 6792 EXCISE TAX 52 0 0 FOREIGN TAX 0 0 0