2025-11-17T11:00:09-06:00 2024-12-31 ERNST & YOUNG US LLP 155 N WACKER DRIVE CHICAGO IL 60606 990PF 2024-01-01 730609599 The William K Warren Foundation % JA PIERCE WILL 9184928100 PO BOX 470732 Tulsa OK 741470372 TOM COOPER PRESIDENT 9184928100 2025-11-13 true true KATHERINE KURTZMAN P01236691 3128792000 2024 2025-03-06 01:10:19Z X 515250513 X 273810 6804072 7279242 10398290 57564140 9545611 11244666 11239447 28720838 28064300 2341466 2060490 280976 551993 485754 66239 595269 523836 71432 143887 71944 0 71943 38212 19106 0 19106 1046646 944024 0 102621 1002825 342476 0 0 8495 142684 142684 25450 25450 2541 2541 300963 1305411 0 205022 6200431 5923716 0 817339 22185143 22185143 28385574 5923716 0 23002482 335264 22140584 0 12254364 4566271 4566271 2528984 2721617 2528984 2528984 9614574 10281748 9631728 220746916 234418078 381894109 57655111 58706750 53162510 22304172 1616118 21770653 20688054 63293000 182406 173911 173911 324945641 331363796 515250513 339454 679708 4300497 2755193 4639951 3434901 X 320305690 327928895 320305690 327928895 324945641 331363796 320305690 335264 7287941 327928895 327928895 SEE PART IV SCHEDULE 4 57564140 48018529 9545611 9545611 9545611 307754 307754 307754 340000 0 340000 X 519 31727 31727 false false false false false true true false true true OK true false false true false true www.williamkwarrenfoundation.org JA PIERCE 9184928100 6585 SOUTH YALE SUITE 900 TULSA OK 74136 false false false false true false false false false false true false false false false false false false false false false false false W K WARREN jr PO BOX 470732 Tulsa OK 741470372 DIRECTOR & CHAIRMAN EMERITUS 5.0 0 0 0 W R LISSAU PO BOX 470732 Tulsa OK 741470372 DIR & CHAIRMAN OF BD(END 5/24) 10.0 0 0 0 S K Warren PO BOX 470732 Tulsa OK 741470372 DIRECTOR & SR VICE PRESIDENT 40.0 214130 59036 0 J-K C Warren PO BOX 470732 Tulsa OK 741470372 CEO & CHAIRMAN (BEG 5/24) 40.0 761000 167364 0 T COOPER PO BOX 470732 Tulsa OK 741470372 PRESIDENT & DIRECTOR(BEG 5/24) 40.0 758886 155335 0 D AFFELDT PO BOX 470732 Tulsa OK 741470372 ASSISTANT TREASURER 40.0 191240 34051 0 F W Murphy III PO BOX 470732 Tulsa OK 741470372 DIRECTOR 0.5 500 0 0 W W O'CONNOR PO BOX 470732 Tulsa OK 741470372 DIRECTOR 0.5 500 0 0 M E YOUNG PO BOX 470732 Tulsa OK 741470372 DIRECTOR 0.5 0 0 0 J ADAMS PO BOX 470732 Tulsa OK 741470372 SECRETARY 40.0 110700 13939 0 D MCMANUS PO BOX 470732 Tulsa OK 741470372 ASSISTANT SECRETARY 40.0 88660 9181 0 J PIERCE PO BOX 470732 Tulsa OK 741470372 TREASURER 40.0 215850 22206 0 A N WARREN PO BOX 470732 Tulsa OK 741470372 DIRECTOR 0.5 0 0 0 M S BLANKENSHIP PO BOX 470732 Tulsa OK 741470372 DIRECTOR 0.5 0 0 0 B GEUBELLE PO BOX 470372 TULSA OK 741470372 ANALYST 40.0 476400 44240 0 K CLARK PO BOX 470372 TULSA OK 741470372 RECEPTIONIST 40.0 75593 26830 0 BLOOMBERG FINANCE LP PO BOX 416604 BOSTON MA 022416604 Investment Services 106305 ERNST & YOUNG LLP 200 PLAZA DRIVE SECAUCUS NJ 07094 TAX ADVISORY 73974 GRANT THORNTON LLP 33911 TREASURY CENTER CHICAGO IL 606943900 ASSURANCE SERVICES 73500 ACE HOUSING - RESIDENCE IN TULSA, OKLAHOMA FOR USE BY STUDENT TEACHERS SERVING CATHOLIC SCHOOLS IN THE DIOCESE TULSA AS PART OF THE ALLIANCE FOR CATHOLIC EDUCATION 11954 TREE FARM - TO GROW TREES USED TO BEAUTIFY BUILDING PROJECTS IN THE CITY OF TULSA AND ON AND AROUND THE CAMPUS OF SAINT FRANCIS HEALTH SYSTEM 182787 424193003 12148586 69025531 505367120 0 505367120 7580507 497786613 24889331 24889331 307754 307754 24581577 24581577 24581577 23002482 0 0 0 0 23002482 24581577 22545128 2022 2021 2020 0 0 23002482 22545128 457354 0 0 0 0 24124223 0 0 WILLIAM K WARREN JR NONE Tom Cooper PO Box 470372 Tulsa OK 741470372 9184928100 SEE WEBSITE FOR APPLICATION N/A PREFERENCE TO LOCAL CATHOLIC HEALTH CARE FACILITIES STATEMENT 29A PO BOX 470372 TULSA OK 47147 STATEMENT 29A 22185143 22185143 NONE PO BOX 470372 TULSA OK 74147 NONE 0 0 ACE HOUSE RENTAL 15017 901101 2359 14 6801713 901101 165 18 10398125 OIL & GAS ROYALTY INCOME 01 9492032 UBI FROM PARTNERSHIPS 901101 -119482 MISCELLANEOUS INCOME 01 1857099 -116958 28548969 15017 28447028 1(A) THIS PROGRAM-RELATED INVESTMENT PROVIDES SAFE, AFFORDABLE COMMUNAL LIVING SPACE THAT IS INTEGRAL TO THE LONG-TERM SUCCESS OF THE ACE "SERVICES THROUGH TEACHING" PROGRAM IN TULSA. THE INVESTMENT FURTHERS THE FOUNDATION'S TRADITION OF CATHOLIC SERVICES AND SUPPORTS CATHOLIC SCHOOLS BY MAKING HIGH-QUALITY TEACHERS AVAILABLE AT AN ATTRACTIVE RATE, WHILE HELPING TO PREPARE A FUTURE GENERATION OF CATHOLIC SCHOOLS LEADERS. false false false false true false false false false 1b(3) 142684 WARREN PROF BLDG CO RENTAL OF OFFICE SPACE true WARREN PROF BLDG CO IRC 501(C)(2) COMMON OFFICERS X X 1 Blankenship Trust 1725 Coventry Lane Nichols Hills OK 73120 135167 X 2 Blankenship Investment LP 13815 Pecan Drive 4 Austin TX 78734 61515 X 3 Beth Ann Bryan-Findell 41780 County Road 44 Steamboat Springs CO 80487 18641 X 4 WK Warren JR B-3 PO Box 470372 Tulsa OK 741470372 45670 X ACCOUNTING FEES 38212 19106 0 19106 SEE SCHEDULE 3 58706750 53162510 SEE SCHEDULE 2 234418078 381894109 10281748 9631728 LEGAL FEES 143887 71944 0 71943 ACE HOUSE 103584 96688 96688 CLUB MEMBERSHIP 74153 74153 74153 DEPOSITS 569 569 569 COMPUTER EQUIPMENT 4100 2501 2501 TREE FARM EXPENSE 182787 0 0 182787 MISCELLANEOUS EXPENSE 20545 20545 0 0 OFFICE SUPPLIES 14277 12564 0 1713 TELEPHONE 16983 14945 0 2038 GENERAL INSURANCE 25071 22063 0 3009 LAND DEPT EXP 24267 21355 0 2912 COMPUTER HARDWARE/SOFTWARE 5079 4469 0 609 RENT EXPENSE - ACE HOUSE 11954 0 0 11954 SCHEDULE K-1 EXPENSES 0 1209470 0 0 OIL & GAS ROYALTY INCOME 9492032 9492032 Investment Management Fees 639028 639028 RENTAL INCOME 15017 15017 Other Income 1098589 1098589 SCHEDULE K-1 INCOME -5219 PENSION ADJUSTMENT 1408821 APPRECIATION OF DONATED PROPERTY 5879120 DEFERRED TAX LIABILITY 1625108 1963817 PENSION PLAN LIABILITY 2667973 783738 DEFERRED RENT LIABILITY 7416 7638 OTHER PROFESSIONAL FEES 191467 191467 0 0 INVESTMENT MANAGEMENT EXPENSE 855179 752557 0 102621 AD VALOREM TAXES & TAX REFUND 1002825 342476 0 0 FOUNDATION ACE HOLDINGS 6585 S YALE AVE STE 900 TULSA OK 74136 460730081 This is not an excess business holding. 0 FOUNDATION LAND HLDG CO MEMORIAL #1 LLC 6585 S Yale Ave Ste 900 TULSA OK 74136 462178227 THIS ENTITY WAS TRANSFERRED TO WARREN MEDICAL RESEARCH CENTER DURING 2024 0 Foundation Land Holding Co - Jenks 6585 S Yale Ave Ste 900 TULSA OK 74136 611595556 This is not an excess business holding. 0 Transwestern Capital Management 6585 S YALE AVE STE 900 TULSA OK 74136 710975758 This is not an excess business holding. 0 Broken Arrow Medical Center Foundation 6585 S YALE AVE STE 900 TULSA OK 74136 731532494 This is not an excess business holding. 0 0