2018-08-22T15:49:39-05:00 2017-12-31 453944293 PRESTON SMITH PLLC 8118 EAST 63RD STREET TULSA OK 74133 990PF 2017-01-01 731520309 WILLIAM S & ANN ATHERTON FOUNDATION WILL 9187493953 1924 S UTICA SUITE 1018 TULSA OK 74104 JESSICA FAUBERT PRESIDENT 9187493953 2018-07-18 1 PRESTON SMITH CPA P00357271 9182501040 2018-07-18 2017 2022-09-23 18:48:47Z X 17509559 X X 441152 441152 246846 431616 246846 505 0 688503 687998 153086 91852 61234 24000 14400 9600 16971 10183 6788 17162 8452 5628 5678 5678 12000 7200 4800 14993 8996 5997 13818 8291 5527 257708 155052 99574 814250 814250 1071958 155052 913824 -383455 532946 121868 110879 110879 408328 237824 237824 11595992 11411223 16494675 637109 645664 645664 46406 25889 26195 20517 20517 12789492 12426107 17509559 0 472 0 472 X 4659610 4659610 0 0 8129882 7766025 12789492 12425635 12789492 12426107 12789492 -383455 19598 12425635 0 12425635 1,000 SHARES YUM CHINA HOLDINGS P 2005-01-10 2017-04-12 32200 7046 25154 25154 1,000 SHARES YUM BRANDS P 2005-01-10 2017-04-12 63851 16324 47527 47527 3,000 SHARES PEPSICO INC D 1997-06-30 2017-04-12 335565 161400 174165 174165 246846 0 816530 15579537 0.052410 789965 15486932 0.051008 346413 9772347 0.035448 318884 6120648 0.052100 285462 4688724 0.060883 0.251849 0.050370 16546871 833466 5329 838795 913824 X 5329 0 5329 0 5329 12274 0 52 12326 0 6997 6997 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 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 103086 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 15720564 432626 645664 16798854 0 0 16798854 251983 16546871 827344 827344 5329 5329 822015 0 822015 0 822015 913824 0 913824 5329 908495 822015 0 0 13377 44301 57678 913824 0 0 0 822015 91809 0 0 149487 0 0 0 0 0 0 0 149487 13377 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 2000 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 250 COMMITTEE FOR A CONSTRUCTIVE TOMORROW P O BOX 430 ABINGDON MD 21009 NONE PUBLIC GENERAL FUND 2000 COMPETITIVE ENTERPRISE INSTITUTE 1310 L STREET NW WASHINGTON DC 20005 NONE PUBLIC GENERAL FUND 1500 FRANK PHILLIPS FOUNDATION P O BOX 1647 BARTLESVILLE OK 74005 NONE PUBLIC WOOLAROC ART SHOW 25000 HILLSDALE COLLEGE 33 EAST COLLEGE STREET HILLSDALE MI 49242 NONE PUBLIC CHAPEL 400000 HOSPITALITY HOUSE OF TULSA PO BOX 14472 TULSA OK 74159 NONE PUBLIC GENERAL FUND 1000 JUDICIAL WATCH 501 SCHOOL ST NW SUITE 700 WASHINGTON DC 20024 NONE PUBLIC GENERAL FUND 2000 LEADERSHIP INSTITUTE 1101 N HIGHLAND STREET ARLINGTON VA 22201 NONE PUBLIC GENERAL FUND 10000 MAYO CLINIC 200 FIRST ST SW ROCHESTER MN 55905 NONE PRIVATE GENERAL FUND 100000 MOUNTAIN STATES LEGAL FOUNDATION 2596 S LEWIS WAY LAKEWOOD CO 80227 NONE PUBLIC GENERAL FUND 500 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 DAVID & ANN BROWN LEGACY SOCIETY 15000 OKLAHOMA COUNCIL OF PUBLIC AFFAIRS 1401 NORTH LINCOLN BOULEVARD OKLAHOMA CITY OK 73104 NONE PUBLIC LIBERTY GALA 10000 OKLAHOMA HISTORICAL SOCIETY 800 NAZIH ZUHDI DRIVE OKLAHOMA CITY OK 73105 NONE PUBLIC GENERAL FUND 1000 RIVERFIELD COUNTRY DAY SCHOOL 2433 WEST 61ST STREET SOUTH TULSA OK 74132 NONE PUBLIC GENERAL FUND 5000 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 SONLIGHT CHRISTIAN CAMP PO BOX 536 PAGOSA SPRINGS CO 81147 NONE PUBLIC GENERAL FUND 2000 STATE POLICY NETWORK 1655 N FT MYER DRIVE SUITE 360 ARLINGTON VA 22209 NONE PUBLIC GENERAL FUND 8000 THE CLAREMONT INSTITUTE 937 WEST FOOTHILL BLVD SUITE E CLAREMONT CA 91711 NONE PUBLIC GENERAL FUND 1000 THE ELEPHANT SANCTUARY PO BOX 393 HOHENWALD TN 38462 NONE PUBLIC GENERAL FUND 1000 THE HERITAGE FOUNDATION 214 MASSACHUSETTS AVENUE NE WASHINGTON DC 20002 NONE PUBLIC GENERAL FUND 100000 THE LITTLE LIGHT HOUSE 5120 EAST 36TH STREET TULSA OK 74135 NONE PUBLIC GENERAL FUND 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 1000 PACIFIC LEGAL FOUNDATION 930 G STREET SACREMENTO CA 95814 NONE PUBLIC GENERAL FUND 1000 THE ROTARY FOUNDATION 14280 COLLECTIONS DRIVE CHICAGO IL 60693 NONE PUBLIC GENERAL FUND 1000 814250 0 14 441152 15 505 18 246846 0 688503 0 688503 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 16971 10183 6788 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 647 SL 7.000000000000 165 165 DESK 2013-10-31 3838 1735 SL 7.000000000000 548 548 2015 ACURA MDX 2014-09-30 34752 11171 SL 7.000000000000 4965 4965 PEPSICO, INC. 10005278 14865163 GOLDEN OCEAN GROUP LTD 76272 6520 YUM BRANDS, INC. 65294 326440 HUGOTON RTY TR TEX 49230 6510 WALMART DE MEXICO 2226 1832 WILLIAMS COMPANIES 1184740 1128130 YUM CHINA 28183 160080 NWM LIFE INSURANCE POLICY FMV 645664 645664 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 812 346 346 DESK 3838 2283 1555 1555 2015 ACURA MDX 34752 16136 18616 18616 OFFICE SUPPLIES 1740 1044 696 MEALS & ENTERTAINMENT 78 47 31 DIRECTOR'S FEES 12000 7200 4800 ROYALTY INCOME 505 0 0 INCREASE IN CASH VALUE OF LIFE INSURANCE CONTRACT 19598 PAYROLL LIABILITIES 0 472 PAYROLL TAXES 14069 8441 5628 EXCISE TAX 3082 0 0 FOREIGN TAX 11 11 0