2026-09-23T05:17:35-07:00 2025-12-31 271439588 Conklin Gilpin & Wertz PLLC 2738 E 51st Street Ste 370 Tulsa OK 74105 990PF 2025-01-01 731295358 Sam Viersen Family Foundation Inc SAMV 9189986455 320 S Boston Ave Ste 1130 Tulsa OK 74103 Audra Fogle Executive Dir. 2026-09-14 true Seth P Carr P01558322 9187490921 2025 X 34189891 X X 3106 3106 3106 1015125 1015125 1015125 1894975 28441817 1900774 63843 1371 2914577 2919005 1082074 75000 22500 52500 40454 12136 28318 3805 1142 2663 29596 15279 4017 10216 10455 250509 243214 7295 420035 294271 94793 1906619 1906619 2326654 294271 2001412 587923 2624734 1082074 1245831 613938 613938 5510855 4284057 4284057 17606092 18944489 18944489 4010214 3527545 3527545 4294189 6819862 6819862 32667181 34189891 34189891 0 X 11000 11000 32656181 34178891 32667181 34189891 32667181 34189891 32667181 587923 938287 34193391 3500 34189891 Morgan Stanley ST Covered P 2025-01-01 2025-12-31 2607952 2611208 -3256 -3256 Morgan Stanley LT Covered P 2024-01-01 2025-12-31 3057582 2738549 319033 319033 Morgan Stanley LT Noncovered P 2024-01-01 2025-12-31 58117 18304 39813 39813 Morgan Stanley ST Covered P 2025-01-01 2025-12-31 940981 958896 -17915 -17915 Morgan Stanley ST Noncovered P 2025-01-01 2025-12-31 595 537 58 58 Morgan Stanley LT Covered P 2024-01-01 2025-12-31 1788893 1428605 360288 360288 Morgan Stanley LT Noncovered P 2024-01-01 2025-12-31 2878 2150 728 728 Morgan Stanley ST Covered P 2025-01-01 2025-12-31 2503281 2501347 1934 1934 Morgan Stanley LT Covered P 2024-01-01 2025-12-31 3129052 2376510 752542 752542 Morgan Stanley LT Noncovered P 2024-01-01 2025-12-31 9947 3774 6173 6173 Morgan Stanley ST Covered P 2025-01-01 2025-12-31 10918433 10835693 82740 82740 Morgan Stanley LT Covered P 2024-01-01 2025-12-31 3270445 2895984 374461 374461 Morgan Stanley LT Noncovered P 2024-01-01 2025-12-31 15 18 -3 -3 Morgan Stanley ST Noncovered P 2025-01-01 2025-12-31 3000 3002 -2 -2 Morgan Stanley LT Noncovered P 2024-01-01 2025-12-31 44000 42666 1334 1334 Morgan Stanley STNoncovered P 2025-01-01 2025-12-31 35938 34902 1036 1036 Morgan Stanley LT Noncovered P 2024-01-01 2025-12-31 41816 36165 5651 5651 Margan Stanley LT Noncovered P 2024-01-01 2025-12-31 28138 27748 390 390 Morgan Stanley AMD ST P 2025-01-01 2025-12-31 6551 -6551 -6551 Morgan Stanley AMD LT P 2024-01-01 2025-12-31 24233 -24233 -24233 Capital Gain Dividends 754 Wash Sale 5799 1900774 63843 36484 36484 36484 14500 14500 X 144 22128 0 false false false false false false false true true OK true false false false false true N/A Audra Fogle 9189986455 320 S Boston Ave Ste 1130 Tulsa OK 74103 false false false false false false false false false false false false false false false false false false false false false false Adam Schenk 320 S Boston Ave Ste 1130 Tulsa OK 74103 President 1.00 0 Sarah Miller 320 S Boston Ave Ste 1130 Tulsa OK 74103 Vice President 1.00 0 Eloise Johnson 320 S Boston Ave Ste 1130 Tulsa OK 74103 Secretary 1.00 0 Terry Costanza 320 S Boston Ave Ste 1130 Tulsa OK 74103 Treasurer 1.00 0 Summer Andrus 320 S Boston Ave Ste 1130 Tulsa OK 74103 Director 1.00 0 Sam Miller 320 S Boston Ave Ste 1130 Tulsa OK 74103 Director 1.00 0 Edith Johnson 320 S Boston Ave Ste 1130 Tulsa OK 74103 Director 1.00 0 Brian Johnson 320 S Boston Ave Ste 1130 Tulsa OK 74103 Director 1.00 0 Jill Johnson 320 S Boston Ave Ste 1130 Tulsa OK 74103 Director 1.00 0 Hugh Robinson 320 S Boston Ave Ste 1130 Tulsa OK 74103 Director 1.00 0 Jason Winters 320 S Boston Ave Ste 1130 Tulsa OK 74103 Director 1.00 0 Audra Fogle 320 S Boston Ave Ste 1130 Tulsa OK 74103 Executive Dir. 40.00 75000 NONE NONE 32498651 929884 0 33428535 0 33428535 501428 32927107 1646355 1646355 36484 36484 1609871 1609871 1609871 2001412 2001412 1609871 484291 1181234 1086295 2751820 2001412 0 1609871 391541 3143361 0 3143361 484291 1181234 1086295 391541 Audra Fogle 320 S Boston Ave Ste 1130 Tulsa OK 74103 9189986455 None Specified None Must qualify as a 501(c)(3) organization Buckhunger 9004 Belshire Drive North Richland Hills TX 76182 None PC Community Support 15000 Community Food Bank of Eastern Okla 1304 N Kenosha Ave Tulsa OK 74106 None PC Community Support 25000 Creek Nation Indian Village PO Box 580 Okmulgee OK 74447 None PC Community Support 5500 Domestic Violence Intervention Serv 3124 E Apache St Tulsa OK 74110 None PC Community Support 7500 Friends of the Okmulgee Public Libr 218 S Okmulgee Ave Okmulgee OK 74447 None PC Community Support 3500 George Miksch Sutton Avian Research 393636 Gap Road Bartlesville OK 74003 None POF Community Support 5000 Girl Scouts of Eastern Oklahoma 4810 S 129th East Ave Tulsa OK 74134 None PC Community Support 5000 Indian Nations Council 4295 S Garnett Rd Tulsa OK 74146 None PC Community Support -6000 Links Inc 1200 Massachusetts Ave NW Washington DC 20005 None PC Community Support 10200 Make-A-Wish Oklahoma 4606 E 67th St 313 Tulsa OK 74136 None PC Community Support 15000 Oklahoma Dental Foundation 317 NE 13th Street Oklahoma City OK 73104 None POF Community Support 20000 Okmulgee Area Development Corp 111 E 4th Okmulgee OK 74447 None PC Community Support 60500 Okmulgee County Community Garden Co 1206 S Belmont Ave Okmulgee OK 74447 None PC Community Support 85019 Okmulgee County Family Resource Cen 1501 S Creek Ave Okmulgee OK 74447 None PC Community Support 91500 Okmulgee County Humane Society 1239 N Okmulgee Ave Okmulgee OK 74447 None PC Community Support 712000 Okmulgee County Sharks Special Athl 6835 S Canyon Ave Tulsa OK 74136 None PC Community Support 15000 Okmulgee Education Foundation PO Box 464 Okmulgee OK 74447 None POF Community Support 12550 Okmulgee Main Street 107 E 6th St Okmulgee OK 74447 None PC Community Support 11500 Okmulgee Service League PO Box 913 Okmulgee OK 74447 None PC Community Support 1000 OU Foundation 100 W Timberdell Road Norman OK 73019 None POF Community Support 25000 Pets Helping People 2234 E 56th Pl Tulsa OK 74105 None PC Community Support 10000 Preston Elementary School 10165 Pringey Ave Preston OK 74456 None PC Community Support 13500 Resonance Center for Women 1608 S Elwood Ave Tulsa OK 74119 None PC Community Support 10000 Selected Independent Funeral Home One Overlook Point Ste 530 Lincolnshire IL 60069 None PC Community Support 3000 Special Olympics Oklahoma 6835 S Canton Ave Tulsa OK 74136 None PC Community Support 2000 The Rowan Fund 201 Mullica Hill Road Glassboro NJ 08028 None PC Community Support 7000 Tulsa Area United Way 1430 S Boulder Ave Tulsa OK 74119 None PC Community Support 15000 Tulsa Community Foundation 7030 S Yale Ave 600 Tulsa OK 74136 None POF Community Support 109300 University of Central Oklahoma Fdn 100 N University Drive Edmond OK 73034 None POF Community Support 2000 Wilson Community Volunteer Fire Ass 438 S Park Lane Atoka OK 74525 None PC Community Support 1000 Wilson Public Schools 8867 Chestnut Rd Henryetta OK 74437 None PC Community Support 1000 Woody Guthrie Coalition PO Box 661 Okemah OK 74859 None PC Community Support 2500 YMCA of Greater Tulsa 5400 S Olympia Ave Tulsa OK 74107 None PC Community Support 82000 Oklahoma Arts Institute 111 NW 9th St Oklahoma City OK 73102 None PC Community Support 2000 OSU Foundation 400 S Monroe St Stillwater OK 74074 None POF Community Support 50000 Agape Pregnancy Center of Okmulgee 114 N Grand Ave 100 Okmulgee OK 74447 None PC Community Support 3000 Beggs Public Schools 1201 West 9th Beggs OK 74421 None PC Community Support 10000 Blair FFA Chapter 610 Zinn Ave Blair OK 73526 None PC Community Support 2500 Exponent Philanthropy PO Box 65607 Washington DC 20035 None PC Community Support 850 First United Methodist Church Food 1115 S Boulder Ave Tulsa OK 74119 None PC Community Support 13500 Green Country Technology Center 1100 OK-56 Loop Okmulgee OK 74447 None PC Community Support 26500 Hawkwatch International 2240 S 900 E Salt Lake UT 84106 None PC Community Support 3000 Henryetta Education Foundation 523 WestMain Street Henryetta OK 74437 None PC Community Support 10000 Heroes Hope Inc 8415 S 111th East Ave Tulsa OK 74133 None PC Community Support 5000 Morris Public School 307 S 6th St Morris OK 74445 None PC Community Support 12500 Oklahoma Project Woman 7146 S Braden Ave 300 Tulsa OK 74136 None PC Community Support 20000 Okmulgee Bridges Out of Poverty 601 S Oklahoma Ave Okmulgee OK 74447 None PC Community Support 7500 Okmulgee Chamber of Commerce 112 N Morton Ave Okmulgee OK 74447 None PC Community Support 26500 PBS Utah 101 S Wasatch Drive Salt Lake City UT 84112 None PC Community Support 3000 San Francisco-Marin Food Bank 900 Pennsylvania Ave San Francisco CA 94107 None PC Community Support 7000 The Academies of Oklahoma 600 E Strothers Ave Seminole OK 74868 None PC Community Support 315200 The University of Chicago 5801 S Ellis Ave Chicago IL 60637 None PC Community Support 2000 The University of Tulsa 800 S Tucker Dr Tulsa OK 74104 None PC Community Support 2000 Tulsa Debate League Inc 5223 S Harvard Ave Apt D Tulsa OK 74153 None PC Community Support 1000 Twin Hills Public School 7225 Twin Hills Road Okmulgee OK 74447 None PC Community Support 500 Vista at Entrada School of Performi 585 E Center St Ivins UT 84738 None PC Community Support 5000 1906619 14 3106 14 1015125 1371 754 1894221 1018985 1895592 2914577 false false false false false false false false false false Accounting Fees 40454 12136 0 28318 Corporate Bonds 3527545 3527545 Corporate Stock 18944489 18944489 4284057 4284057 Alternative Investments FMV 3388567 3388567 ETF & CEF Income FMV 74018 74018 Mutual Funds FMV 3357277 3357277 Brokerage Fees & Commissions 240086 240086 Employee Benefits 552 166 386 Insurance Expense 2532 760 1772 Online Services 2204 661 1543 Operating Expense 5135 1541 3594 Other Investment Income 1371 Unrealized gain on investments 938287 Outside Contract Servvices 3805 1142 0 2663 Foreign Taxes paid 13557 13557 Other Taxes 10300 Payroll Taxes 5739 1722 4017