2024-11-15T11:25:27-06:00 2023-12-31 ERNST & YOUNG US LLP 155 N WACKER DRIVE CHICAGO IL 60606 990PF 2023-01-01 730609599 The William K Warren Foundation % JA PIERCE WILL 9184928100 PO Box 470372 Tulsa OK 741470372 TOM COOPER PRESIDENT 9184928100 2024-11-14 true true KATHERINE KURTZMAN P01236691 3128792000 2024-11-12 2023 2024-10-15 13:58:12Z X 490367225 X 249043 6284446 6845877 5086935 52233348 6570490 14921870 14920887 26542294 28337254 2181294 1919538 261755 493106 433933 59173 828811 729354 99457 118733 59367 0 59367 45364 22682 0 22682 987148 887538 0 99610 1220914 468349 0 0 8790 136944 136944 23308 23308 1398 1398 399861 1222645 0 186127 6445671 5905056 0 788171 21283613 21283613 27729284 5905056 0 22071784 -1186990 22432198 13198918 12254364 12254364 2721617 2969240 2721617 2721617 10889711 9614574 8921584 221849125 220746916 343607550 55372755 57655111 52401704 23378276 1607623 21771832 21770653 70278000 191196 182406 182406 326242777 324945641 490367225 673637 339454 5203331 4300497 5876968 4639951 X 320365809 320305690 320365809 320305690 326242777 324945641 320365809 -1186990 1126871 320305690 320305690 SEE PART IV SCHEDULE 4 52233348 45662858 6570490 6570490 6570490 311808 311808 311808 310000 0 310000 X 404 2212 false false false 0 0 0 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 470372 Tulsa OK 741470372 DIRECTOR & CHAIRMAN EMERITUS 5.0 0 0 0 W R LISSAU PO Box 470372 Tulsa OK 741470372 DIRECTOR & CHAIRMAN OF BOARD 10.0 500 0 0 S K Warren PO Box 470372 Tulsa OK 741470372 DIRECTOR & SR VICE PRESIDENT 40.0 207271 60097 0 J-K C Warren PO Box 470372 Tulsa OK 741470372 CEO & VICE CHAIRMAN 40.0 688757 95412 0 T COOPER PO Box 470372 Tulsa OK 741470372 PRESIDENT 40.0 735000 95946 0 D AFFELDT PO Box 470372 Tulsa OK 741470372 ASSISTANT TREASURER 40.0 184016 36093 0 P GLENN PO Box 470372 Tulsa OK 741470372 TREASURER (THRU 7/23) 40.0 0 0 0 F W Murphy III PO Box 470372 Tulsa OK 741470372 DIRECTOR 0.5 500 0 0 W W O'CONNOR PO Box 470372 Tulsa OK 741470372 DIRECTOR 0.5 500 0 0 M E HOWARD PO Box 470372 Tulsa OK 741470372 DIRECTOR 0.5 0 0 0 J ADAMS PO Box 470372 Tulsa OK 741470372 SECRETARY 40.0 94260 12194 0 D MCMANUS PO Box 470372 Tulsa OK 741470372 ASSISTANT SECRETARY 40.0 86890 7177 0 M S BLANKENSHIP PO Box 470372 Tulsa OK 741470372 DIRECTOR 0.5 0 0 0 J PIERCE PO Box 470372 Tulsa OK 741470372 TREASURER (BEG 7/23) 40.0 183600 19162 0 A N WARREN PO Box 470372 Tulsa OK 741470372 DIRECTOR 0.5 0 0 0 B GEUBELLE PO BOX 470372 TULSA OK 741470372 ANALYST 40.0 421000 41476 0 K CLARK PO BOX 470372 TULSA OK 741470372 RECEPTIONIST 40.0 73605 23587 0 ERNST & YOUNG LLP 200 PLAZA DRIVE SECAUCUS NJ 07094 Tax Advisory 106017 BLOOMBERG FINANCE LP PO BOX 416604 BOSTON MA 022416604 Investment Services 98904 GRANT THORNTON LLP 33911 TREASURY CENTER CHICAGO IL 606943900 Assurance Services 67500 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 10674 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 154692 385561892 20806388 65966174 472334454 0 472334454 7085017 465249437 23262472 23262472 311808 311808 22950664 22950664 22950664 22071784 0 0 0 0 22071784 22950664 21666248 2021 2020 2019 0 0 22071784 21666248 405536 0 0 0 0 22545128 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 30A PO BOX 470372 TULSA OK 47147 SEE STATEMENT 30a 21283613 21283613 NONE PO BOX 470372 TULSA OK 74147 NONE 0 0 ACE HOUSE RENTAL 14580 901101 15664 14 6268782 901101 53065 18 5033870 OIL & GAS ROYALTY INCOME 01 13670148 UBI FROM PARTNERSHIPS 901101 -143643 MISCELLANEOUS INCOME 01 1380785 -74914 26353585 14580 26293251 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) 136944 WARREN PROF BLDG CO RENTAL OF OFFICE SPACE true WARREN PROF BLDG CO IRC 501(C)(2) COMMON OFFICERS X X 1 Blakenship Trust 1725 Coventry Lane Nichols Hills OK 73120 98000 X 2 Blakenship Investment LP 13815 Pecan Drive 4 Austin TX 78734 64833 X 3 Beth Ann Bryan-Findell 41780 County Road 44 Steamboat Springs CO 80487 19646 X 4 Marilyn Warren Vandever Irr Trust 970 Brooktree Road Santa Barbara CA 93108 8207 X 5 WK Warren JR B-3 PO Box 470372 Tulsa OK 741470372 48133 X ACCOUNTING FEES 45364 22682 0 22682 SEE SCHEDULE 3 57655111 52401704 SEE SCHEDULE 2 220746916 343607550 9614574 8921584 LEGAL FEES 118733 59367 0 59367 ACE HOUSE 110480 103584 103584 CLUB MEMBERSHIP 74153 74153 74153 DEPOSITS 569 569 569 COMPUTER EQUIPMENT 5699 4100 4100 TREE FARM EXPENSE 154692 0 0 154692 MISCELLANEOUS EXPENSE 61493 61493 0 0 OFFICE SUPPLIES 14433 12701 0 1732 TELEPHONE 19326 17007 0 2319 GENERAL INSURANCE 34204 30100 0 4105 LAND DEPT EXP 99748 87778 0 11970 COMPUTER HARDWARE/SOFTWARE 5291 4656 0 635 RENT EXPENSE - ACE HOUSE 10674 0 0 10674 SCHEDULE K-1 INCOME 0 1008910 0 0 OIL & GAS ROYALTY INCOME 13670148 13670148 Investment Management Fees 890665 890665 RENTAL INCOME 14580 14580 Other Income 346477 346477 SCHEDULE K-1 INCOME -983 PENSION ADJUSTMENT 989047 APPRECIATION OF DONATED PROPERTY 137824 DEFERRED TAX LIABILITY 1196449 1625108 PENSION PLAN LIABILITY 3999682 2667973 DEFERRED RENT LIABILITY 7200 7416 OTHER PROFESSIONAL FEES 157066 157066 0 0 INVESTMENT MANAGEMENT EXPENSE 830082 730472 0 99610 AD VALOREM TAXES & TAX REFUND 1220914 468349 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 is not an excess business holding. 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