2026-05-14T17:27:34-05:00 2025-06-30 731413977 HOGANTAYLOR LLP 1225 N BROADWAY AVENUE SUITE 200 OKLAHOMA CITY OK 73103 990PF 2024-07-01 731347360 AVEDIS FOUNDATION AVED 4052734055 1500 E INDEPENDENCE STREET SHAWNEE OK 74804 KATHLEEN S LASTER PRESIDENT & CEO 4052734055 2026-05-13 1 0 ASHLEY M FOGLE P01258800 4058482020 2026-05-13 2024 2025-03-06 01:10:19Z X 108216715 X 140000 2151567 2151567 1655388 13056454 1655388 117401 140064 18802 4064356 3947019 18802 460907 71065 0 382390 804907 127976 0 800044 195024 30584 0 215108 2744 1409 0 5512 56030 38475 0 16853 151539 63501 0 85771 113181 11572 0 75988 93535 0 0 89066 10532 0 78050 42369 6193 0 38685 708599 14658 18802 636271 2717901 375965 18802 2334672 3281346 2423042 5999247 375965 18802 4757714 -1934891 3571054 0 991022 3277104 3277104 861073 2657522 2657522 88523 57594 57594 69860277 69550759 69550759 29647904 30928737 30928737 2148601 596540 1632778 1552061 1552061 121334 192938 192938 103202911 108216715 108216715 211469 201458 700000 1373133 911469 1574591 X 102291442 106642124 102291442 106642124 103202911 108216715 102291442 -1934891 6285573 106642124 0 106642124 PUBLICLY TRADED SECURITIES P 13056454 11401066 1655388 1655388 1655388 49638 0 49638 0 49638 46582 0 22000 0 68582 90 18854 18854 0 0 0 0 0 0 0 0 0 0 0 1 1 OK 1 0 0 0 0 1 AVEDISFOUNDATION.ORG LAUREN THOMAS 4052734055 1500 E INDEPENDENCE STREET SHAWNEE OK 74804 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 KATHLEEN S LASTER 1500 E INDEPENDENCE STREET SHAWNEE OK 74804 PRESIDENT/CEO 40.00 284156 33076 0 JILL SPENCER 1500 E INDEPENDENCE STREET SHAWNEE OK 74804 CHAIR OF THE BOARD 2.00 19500 0 0 ANGELA A MOHR 1500 E INDEPENDENCE STREET SHAWNEE OK 74804 POGO COMMITTEE CHAIR 1.00 9750 0 0 SUDHIR KUMAR GUPTA 1500 E INDEPENDENCE STREET SHAWNEE OK 74804 DIRECTOR 1.00 9000 0 0 JOE HODGES 1500 E INDEPENDENCE STREET SHAWNEE OK 74804 DIRECTOR 1.00 9000 0 0 NICHOLAS CHARLES ATWOOD 1500 E INDEPENDENCE STREET SHAWNEE OK 74804 GOVERNANCE COMMITTEE CHAIR 1.00 9750 0 0 JOHN A ROBINSON 1500 E INDEPENDENCE STREET SHAWNEE OK 74804 VICE PRESIDENT/ TREASURER 1.00 9750 0 0 JEFFREY A MADISON 1500 E INDEPENDENCE STREET SHAWNEE OK 74804 DIRECTOR 1.00 9750 0 0 STEPHEN TROTTER 1500 E INDEPENDENCE STREET SHAWNEE OK 74804 ASST. SECRETARY & AUDIT CHAIR 1.00 9750 0 0 SARAH STEELY 1500 E INDEPENDENCE STREET SHAWNEE OK 74804 DIRECTOR 1.00 7500 0 0 JOSH TRIMBLE 1500 E INDEPENDENCE STREET SHAWNEE OK 74804 MISSION ADVOCACY COMMITTEE CHAIR 1.00 9750 0 0 TINA KAYE HANNA 1500 E INDEPENDENCE STREET SHAWNEE OK 74804 GOVERNANCE CHAIR 1.00 9750 0 0 MARISSA DENEE LIGHTSEY 1500 E INDEPENDENCE STREET SHAWNEE OK 74804 DIRECTOR 1.00 9000 0 0 MARK FINLEY 1500 E INDEPENDENCE STREET SHAWNEE OK 74804 FINANCE COMMITTEE CHAIR 1.00 9750 0 0 MICHAEL P WARWICK 1500 E INDEPENDENCE STREET SHAWNEE OK 74804 DIRECTOR 1.00 2250 0 0 LYNANN STERK-BROOKS 1500 E INDEPENDENCE STREET SHAWNEE OK 74804 DIRECTOR 1.00 750 0 0 LAUREN THOMAS 1500 E INDEPENDENCE STREET SHAWNEE OK 74804 CFO 40.00 158654 30206 0 JOHN BOBB-SEMPLE 1500 E INDEPENDENCE STREET SHAWNEE OK 74804 POTTAWATOMIE GO EXEC 40.00 141913 19596 0 TRACY MEEUWSEN 1500 E INDEPENDENCE STREET SHAWNEE OK 74804 PROGRAM DIRECTOR 40.00 111406 21709 0 AUDREY SEELIGER 1500 E INDEPENDENCE STREET SHAWNEE OK 74804 EXTERNAL RELATIONS/S 40.00 97125 20820 0 LINDSAY GOODSON 1500 E INDEPENDENCE STREET SHAWNEE OK 74804 POTTAWATOMIE GO SENI 40.00 85553 11477 0 0 HOGANTAYLOR 1225 N BROADWAY AVENUE SUITE 200 OKLAHOMA CITY OK 73103 AUDIT & TAX 51787 SABREPOINT PUBLIC AFFAIRS INC 1 CARDINAL WAY ST LOUIS MO 63102 VENDOR FOR FEASABILITY STUDY 50394 0 GRANT WRITING: AVEDIS FOUNDATION'S COMMUNITY GRANT WRITING PROGRAM AIMS TO INCREASE THE CAPACITY OF LOCAL NONPROFITS, EDUCATIONAL INSTITUTIONS, AND MUNICIPALITIES TO FULFILL THE FOUNDATION'S VISION TO "MEASURABLY IMPROVE THE HEALTH, WELLNESS, AND QUALITY OF LIFE FOR THE PEOPLE OF POTTAWATOMIE COUNTY AND ITS SURROUNDING COMMUNITIES." 183898 HEALTHWEEK: WEEK-LONG KICK-OFF TO SUMMER FEATURING A VARIETY OF FAMILY-FRIENDLY ACTIVITIES FOR ALL AGES, DESIGNED TO ENCOURAGE HEALTHY HABITS AND ACTIVE LIFESTYLES. THROUGH A COLLABORATIVE EFFORT OF LOCAL NONPROFIT PARTNERS, HEALTHWEEK AIMS TO SUPPORT, INSPIRE AND ENHANCE WELLNESS ACROSS OUR ENTIRE COMMUNITY. 70708 POTTAWATOMIE COUNTY WELLBEING COALITION DBA POTTAWATOMIE GO IS A COLLABORATIVE COMMUNITY INITIATIVE WORKING TO ACHIEVE AND SUSTAIN MEASURABLE HEALTH IMPROVEMENTS FOR POTTAWATOMIE COUNTY. 735510 CELEBRATE EDUCATORS: ANNUAL EVENT HONORING MORE THAN 2,400 PUBLIC EDUCATORS FROM POTTAWATOMIE COUNTY AND THE SURROUNDING COMMUNITIES OF SEMINOLE, PRAGUE, MEEKER, CHANDLER AND LITTLE AXE. THIS PROFESSIONAL DEVELOPMENT EXPERIENCE BRINGS NATIONALLY RECOGNIZED SPEAKERS TOGETHER WITH TEACHERS, SUPPORT STAFF, AND ADMINISTRATORS TO CELEBRATE THEIR IMPACT, UPLIFT THEIR SPIRITS, AND RECOGNIZE THE VITAL ROLE THEY PLAY IN SHAPING FUTURE GENERATIONS. 58074 VAN SANFORD APARTMENTS PRI: LOW-INTEREST LINE OF CREDIT FOR THE HISTORICAL RENOVATION AND RECONFIGURATION OF THE VAN SANFORD APARTMENTS IN SEMINOLE, OK. THIS PROJECT AIMS TO PROVIDE AFFORDABLE, INCLUSIVE HOUSING AND CONTRIBUTE TO COMMUNITY DEVELOPMENT AND REVITALIZATION, PARTICULARLY IN THE AFTERMATH OF THE MAY 2022 TORNADOES. 560914 GATEWAY PRI: SHORT TERM, NO INTEREST LOAN TO HELP GATEWAY TO PREVENTION & RECOVERY, OUR LOCAL COMMUNITY-BASED BEHAVIORAL HEALTH SERVICES PROVIDER, BRIDGE A FUNDING GAP CREATED BY THE SUSPENSION OF THE VALUE-BASED PAYMENT PROGRAM FROM THE OKLAHOMA DEPARTMENT OF MENTAL HEALTH AND SUBSTANCE ABUSE SERVICES ("ODMHSAS"). 50000 610914 99646566 3877346 715502 104239414 0 0 104239414 1563591 102675823 5133791 5133791 49638 49638 5084153 50000 5134153 0 5134153 4757714 610914 5368628 5134153 0 0 241013 241013 5368628 0 0 0 5134153 234475 0 0 475488 0 0 0 0 0 0 0 475488 241013 234475 X CITY OF SHAWNEE 1900 W MACARTHUR SHAWNEE OK 74804 PC SPLASH PADS 191000 ST ANTHONY FOUNDATION 601 NW 11TH ST OKLAHOMA CITY OK 73103 PC SHAWNEE CANCER CENTER GIFT 140000 OKLAHOMA BAPTIST UNIVERSITY 500 W UNIVERSITY SHAWNEE OK 74801 PC INCREASING ACCESS TO TEACHERS FOR LOCAL STUDENTS 20250 MABEE-GERRER MUSEUM OF ART 1900 W MACARTHUR SHAWNEE OK 74804 PC ART FOR EVERYONE INITIATIVE 40000 PROJECT SAFE PO BOX 465 SHAWNEE OK 74802 PC SECURITY & SUSTAINABILITY INVESTMENTS 91464 JASMINE MORAN CHILDREN'S MUSEUM 1714 W WRANGLER ROAD SEMINOLE OK 74868 PC NATURE TALES TRAIL 60000 SHAWNEE PUBLIC SCHOOL DISTRICT 326 N UNION SHAWNEE OK 74801 PC SHAWNEE ARTIFICIAL TURF FIELD 100000 OKLAHOMA STATE DEPARTMENT OF EDUCACTION 2500 N LINCOLN BLVD STE 415 OKLAHOMA CITY OK 73105 PC PROJECT RESPECT MATCHING GRANT 777974 COMMUNITY MARKET POTTTAWATOMIE COUNTY PO BOX 1694 SHAWNEE OK 748021694 PC OPERATING GRANT 167525 THE SALVATION ARMY BOYS & GIRLS CLUB 200 E 9TH STREET SHAWNEE OK 74801 PC OPERATING GRANT 57800 COMMUNITIES FOUNDATION OF OKLAHOMA PO BOX 21210 OKLAHOMA CITY OK 73156 PC DAF RECOMMENDED GRANT: COMMUNITY RENEWAL OF POTTAWATOMIE COUNTY - OPERATING GRANT 500000 GATEWAY TO PREVENTION AND RECOVERY INC 36605 WEST 45TH STREET SHAWNEE OK 74801 PC SALARY BOOST 93125 GATEWAY TO PREVENTION AND RECOVERY INC 36605 WEST 45TH STREET SHAWNEE OK 74801 PC EXPECT HOPE CAMPAIGN: GATEWAY TO RECOVERY & PREVENTION CAMPUS EXPANSION PHASE 2 100000 OKLAHOMA ARTS INSTITUTE 111 NW 9TH STREET OKLAHOMA CITY OK 73102 PC FUNDING FOR SHAWNEE AREA STUDENTS & EDUCATORS TO ATTEND OAI 5000 GORDON COOPER TECHNOLOGY CENTER 1 JOHN C BRUTON BLVD SHAWNEE OK 74804 PC WELLNESS EXERCISE EQUIPMENT 8500 LEGACY PARENTING CENTER INC 126 S CENTER ST SHAWNEE OK 74801 PC EARN WHILE YOU LEARN PROGRAM SUPPORT 23000 SAFE FAMILIES OK 3 E MAIN ST OKLAHOMA CITY OK 73104 PC POTT CO EXPANSION INITIATIVE 23784 UPLIFT MENTORING PO BOX 1223 SHAWNEE OK 74802 PC PACE AFTERSCHOOL MENTORING EXPANSIONN - YOUTH BIKE CLUB 23620 2423042 GATEWAY TO PREVENTION AND RECOVERY INC 36605 WEST 45TH STREET SHAWNEE OK 74801 PC EXPECT HOPE CAMPAIGN: GATEWAY TO RECOVERY & PREVENTION CAMPUS EXPANSION PHASE 2 400000 SHAWNEE BRIDGES OUR OF POVERTY 1700 N KICKAPOO SHAWNEE OK 74801 PC SHAWNEE BRIDGES GETTING AHEAD COHORTS 2025 20000 INFANT CRISIS SERVICES 4224 N LINCOLN BLVD OKLAHOMA CITY OK 73105 PC BABYMOBILE SUPPORT 20000 SALVATION ARMY RED SHIELD YOUTH CENTER OF SHAWNEE 200 E 9TH STREET SHAWNEE OK 74801 PC OPERATING GRANT 158133 COMMUNITY MARKET POTTTAWATOMIE COUNTY PO BOX 1694 SHAWNEE OK 748021694 PC OPERATING GRANT 175000 773133 PROGRAM REVENUE 18802 14 2151567 18 1655388 OIL AND GAS ROYALTIES 15 98449 OTHER INCOME 01 150 0 3905554 18802 3924356 1A COMMUNITY CONTRIBUTIONS SUPPORT POGO'S WORK TO ACHIEVE AND SUSTAIN MEASURABLE HEALTH IMPROVEMENTS IN OUR AREA. 0 0 0 0 0 0 0 0 0 0 X X 1 BETTY J GRISWOLD REV TR 12555 MANCHESTER ROAD ST LOUIS MO 63131 140000 X ACCOUNTING FEES 56030 38475 0 16853 1720238.949 SHS FIDELITY US BOND INDEX 17959296 17959296 43005.887 SHS DFA INTL SMALL CAP VALUE PORT 1186102 1186102 229376.091 SHS SCHWAB FND EMERG MKTS LG CO INDX INS 2378630 2378630 476588.847 SHS SCHWAB FND INTL LG CO INDX INST 5981190 5981190 29209.045 SHS VANGUARD EMERG MKTS STOCK INDEX ADM 1196402 1196402 48729 SHS VANGUARD FTSE DEVELOPED MARKETS ETF 2778040 2778040 46478.615 SHS VANGUARD MID CAP VALUE INDEX ADMIRAL 3959978 3959978 17722 SHS VANGUARD S&P 500 ETF 10066628 10066628 21860 SHS VANGUARD SMALL CAP VALUE ETF 4262919 4262919 173016.929 SHS VANGUARD SMALL CAP VALUE INDEX INST 8102383 8102383 158620 SHS VANGUARD TOTAL BOND MARKET ETF 11679191 11679191 7932971.79 SHS IIF TAX-EXEMPT FMV 7932972 7932972 3732108.12 SHS HUDSON BAY LTD TRNCHE II MS FMV 3732108 3732108 5472409.72 SHS SHANNON RIVER LTD FMV 5472410 5472410 296630.55 SHS GS VINTAGE VI OFFSHR-ADVIS FMV 296631 296631 79596.63 SHS BLACKSTONE TACTICAL OPP FMV 79597 79597 1677601.13 SHS GS VINTAGE VII OFFSHORE FMV 1677601 1677601 1688733.14 SHS PE PREMIER BLKSTONE LSCI V FMV 1688733 1688733 2756508.47 SHS VINTAGE VIII OFFSHORE SCSP FMV 2756508 2756508 1098741.45 SHS VINTAGE IX B OFFSHORE SCSP FMV 1098741 1098741 255637.07 SHS KKR LEND PRT EU OFF FDR FMV 255637 255637 28297 SHS CEMOF II OFFSHR INVEST LP FMV 28297 28297 1375561.47 SHS PE PREMR OAKTREE XI OFFSHR FMV 1375561 1375561 3251330.81 SHS HAMILTONPMO FEEDER FUND LP FMV 3251331 3251331 OIL & GAS ROYALTY INTEREST FMV 721696 721696 PRI INVESTMENT FMV 560914 560914 LEGAL FEES 2744 1409 0 5512 ACCRUED INCOME 121334 192938 192938 ADVERTISING 68717 0 0 81758 OFFICE EXPENSES 20830 2300 0 15480 INFORMATION TECHNOLOGY 24010 2571 0 20030 INSURANCE 22332 3820 0 18476 DUES AND SUBSCRIPTIONS 8725 0 0 9519 HOSPITAL CHARGES 1200 0 0 1200 MEALS AND CATERING 23636 3428 0 19882 MISCELLANEOUS EXPENSES 70156 1086 0 70271 POSTAGE 1499 230 0 1079 REPAIRS AND MAINTENANCE 7330 1223 0 5942 PROGRAM DEVELOPMENT 460164 0 18802 392634 BLACKSTONE TACTICAL OPPORTUNITIES FUND, LP 8111 IIF TAX-EXEMPT, LP 7854 VINTAGE VII AIV OFFSHORE SCSP 1461 VINTAGE IX B OFFSHORE SCSP 35565 BLACKSTONE TACTICAL OPPORTUNITIES FUND (CAYMAN) -11004 BLACKSTONE TACTICAL OPPORTUNITIES FUND (IPO) LP 666 AMOUNTS REPORTED AS UBI -1188 PROGRAM REVENUE 18802 18802 OIL AND GAS ROYALTIES 98449 98449 0 OTHER INCOME 150 150 0 UNREALIZED GAINS/LOSSES 6285573 INVESTMENT MANAGEMENT FEES 53670 53670 0 0 OTHER PROFESSIONAL FEES 97869 9831 0 85771 PAYROLL TAXES 78181 11572 0 75988 EXCISE TAX 35000 0 0 0