2017-11-14T14:36:22-06:00 2016-12-31 453944293 Preston Smith PLLC 8118 East 63rd Street Tulsa OK 74133 990PF 2016-01-01 731520309 William S & Ann Atherton Foundation WILL 9187493953 1924 S Utica Suite 1018 Tulsa OK 74104 Jessica Faubert President 9187493953 2017-11-13 1 Preston Smith CPA P00357271 9182501040 2017-11-13 64.207.236.90 2017-11-13 20:08:07 CS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 1F3AFD02C89B0F035E895642A1531DFB72E5A9AF 2016 2021-01-29 14:40:06Z X 16091756 X 0 X 441194 441194 0 219 0 441413 441194 84000 50400 33600 12000 7200 4800 9336 5602 3734 30818 4613 3075 5712 5712 4250 2550 1700 38859 23315 15544 7377 4426 2951 192352 103818 65404 754500 754500 946852 103818 819904 -505439 337376 213006 121868 121868 816916 408328 408328 11595992 11595992 14898256 614310 637109 637109 46406 20211 31908 26195 26195 13272132 12789492 16091756 0 0 X 4659610 4659610 0 0 8612522 8129882 13272132 12789492 13272132 12789492 13272132 -505439 22799 12789492 0 12789492 0 789965 15486932 0.051008 346413 9772347 0.035448 318884 6120648 0.052100 285462 4688724 0.060883 223485 4084402 0.054717 0.254156 0.050831 15579537 791923 3374 795297 819904 X 3374 0 3374 0 3374 27000 27000 23626 23626 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 1000 Delores Ann Atherton 1924 South Utica Suite 1018 Tulsa OK 74104 Director 1.00 0 0 1000 Jessica Ann Faubert 1924 South Utica Suite 1018 Tulsa OK 74104 President 24.00 60000 0 1000 J Thomas Atherton 1924 South Utica Suite 1018 Tulsa OK 74104 Treasurer 1.00 24000 0 1000 Michael Dirk Atherton 1924 South Utica Suite 1018 Tulsa OK 74104 Director 1.00 0 0 2000 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 14505969 674986 635834 15816789 0 0 15816789 237252 15579537 778977 778977 3374 3374 775603 0 775603 0 775603 819904 0 819904 3374 816530 775603 0 0 13377 13377 819904 0 0 0 775603 44301 0 0 57678 0 0 0 0 0 0 0 57678 13377 44301 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 2000 American Cancer Society 4110 S 100th East Ave3 Tulsa OK 74146 None Public Cattle Baron's Ball 5000 American Council on Science and Health 1995 Broadway Second Floor New York NY 10023 None Public General Fund 1000 American Heart Association 2227 E Skelly Drive Tulsa OK 74105 None Public Tulsa Heart Ball 5000 American Legislative Exchange Council 2900 Crystal Drive Suite 600 Arlington VA 22202 None Public General Fund 1000 American Quarter Horse Foundation PO Box 32111 Amarillo TX 79120 None Public Equine Research 1000 Ashbrook Center 401 College Avenue Ashland OH 44805 None Public General Fund 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 500 Capital Research Center 1513 16th Street NW Washington DC 20036 None Private General Fund 1000 Committee for a Constructive Tomorrow P O Box 430 Abingdon MD 21009 None Public General Fund 1000 Competitive Enterprise Institute 1310 L Street NW Washington DC 20005 None Public General Fund 500 Goldwater Institute 500 East Coronado Road Phoenix AZ 85004 None Public General Fund 1000 Hillsdale College 33 East College Street Hillsdale MI 49242 None Public Chapel 300000 Holland Hall Annual Fund 5666 E 81st Street Tulsa OK 74137 None Private Annual Fund 1500 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 1500 Institute for Justice 901 N Glebe Road Suite 900 Arlington VA 22203 None Public General Fund 1000 Judicial Watch 501 School St NW Suite 700 Washington DC 20024 None Public General Fund 4000 Make-A-Wish Foundation of Oklahoma 4504 E 67th Street 208 Tulsa OK 74136 None Public General Fund 1400 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 2500 Nat'l Cowboy & Western Heritage Museum 1700 Northeast 63rd Street Oklahoma City OK 73111 None public Matching Gift Campaign 50000 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 North Lincoln Boulevard Oklahoma City OK 73104 None Public Liberty Gala 25000 Oklahoma State University Foundation 107 Whitehurst Stillwater OK 74078 None Public Atherton Hotel Project 100000 Philbrook Museum of Art 2727 S Rockford Rd Tulsa OK 74114 None PUblic General Fund 3000 Riverfield Country Day School 2433 West 61st Street South Tulsa OK 74132 None public General Fund 2000 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 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 8000 The Elephant Sanctuary PO Box 393 Hohenwald TN 38462 None Public General Fund 1000 The Franklin Center 1229 King Street 3rd Floor Alexandria VA 22314 None Public General Fund 2000 The Fund for American Studies 1706 New Hampshire Ave NW Washington DC 20009 None Public Legal Studies Institute 500 The Heritage Foundation 214 Massachusetts Avenue NE Washington DC 20002 None Public General Fund 50000 The Leadership Institute 1101 North Highland Street Arlington VA 22201 None Public General Fund 10000 The Liberty Foundation of America 1401 North Lincoln Blvd Suite 500 Oklahoma City OK 73104 None Public General Fund 5000 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 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 2500 American Red Cross - Tulsa Area Chapter 1051 East 11th Street Tulsa OK 74128 None public Rescue Gala Sponsor 2500 Commemorative Air Force PO Box 758535 Topeka KS 666758535 None public General Fund 1000 Eisenhower Foundation PO Box 35 Abilene KS 67410 none public General Fund 500 Mountain States Legal Foundation 2596 S Lewis Way Lakewood CO 80227 None Public General Fund 1000 NRA Civil Rights Defense Fund 11250 Waples Mill Road Fairfax VA 22030 none public General Fund 2000 Oklahoma Wesleyan University 2201 Silver Lake Road Bartlesville OK 74006 NOne PRivate Annual Fund 20000 Rainbow Meadows Equine Rescue & Retirement Inc 1949 Dalton Road Sedan KS 67361 none public General Funds 2000 St Jude Children's Research Hospital PO Box 167 Memphis TN 38101 none public General Fund 100 754500 0 14 441194 15 219 0 441413 0 441413 4 Investment income used to fund charitable gifts 7 Investment income used to fund charitable gifts 0 0 0 0 0 0 0 0 0 0 Accounting Fees 9336 5602 3734 Statement 7 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 2001-04-11 878 844 SL 7.000000000000 34 34 Computer 2007-06-28 1137 1137 SL 7.000000000000 0 0 Computer 2013-02-10 1158 482 SL 7.000000000000 165 165 Desk 2013-10-31 3838 1187 SL 7.000000000000 548 548 2015 Acura MDX 2014-09-30 34752 6206 SL 7.000000000000 4965 4965 Expense allocation basis Form 990-PF, Part IX-A, Line 1 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. Pepsico, Inc. 10166677 13283720 Golden Ocean Group LTD 76272 3768 Yum Brands, Inc. 116847 447250 Hugoton Rty Tr Tex 49230 9998 Walmart de Mexico 2226 1340 Williams Companies 1184740 1152180 NWM Life Insurance Policy FMV 637109 637109 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 647 511 511 Desk 3838 1735 2103 2103 2015 Acura MDX 34752 11171 23581 23581 Insurance 1023 614 409 Auto 299 179 120 OFFICE SUPPLIES 55 33 22 Director's Fees 6000 3600 2400 Royalty Income 219 0 0 Increase in cash value of life insurance contract 22799 Payroll taxes 7688 4613 3075 Excise Tax 23130 0 0