2022-11-14T20:29:50-06:00 2021-12-31 ERNST & YOUNG US LLP 4365 EXECUTIVE DR STE 1600 SAN DIEGO CA 92121 990PF 2021-01-01 730609599 The William K Warren Foundation % P A GLENN WILL 9184928100 PO Box 470372 Tulsa OK 741470372 THOMAS COOPER PRESIDENT 9184928100 2022-11-04 true THOMAS COOPER 999009999 JOCELYNE MILLER P00634378 8585357200 2 2021 2022-09-23 18:48:47Z X 494166032 X 142430 3456828 5088003 21684681 103165919 24301446 12895648 14326522 38179587 43715971 1736272 1527920 208353 764383 672657 91726 935152 822934 112218 53871 26936 0 26936 44836 22418 0 22418 1033376 924327 0 109049 1618652 180989 7405 137035 137035 17958 17958 2889 2889 301584 1623630 0 20852 6653413 5959693 0 591552 17306916 17306916 23960329 5959693 0 17898468 14219258 37756278 0 21917979 18748583 18748583 2021711 7560586 2021711 2021711 9644393 12511518 12410252 194467899 215401860 365341873 48000933 48249915 45202907 21772353 21838086 21772353 50248046 201113 192660 192660 303630989 318898600 494166032 574615 681152 8733248 7887552 9307863 8568704 X 294323126 310329896 294323126 310329896 303630989 318898600 294323126 14219258 1787512 310329896 310329896 CAPITAL GAIN DIVIDENDS P 21684681 24301446 0 524812 524812 524812 460000 0 460000 X 3629 68441 false false false 0 0 0 false false true true false true true OK true false false true false true www.williamkwarrenfoundation.org P A GLENN 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 E W BLANKENSHIP PO Box 470372 Tulsa OK 741470372 DIRECTOR (THRU 05/21) 0.5 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 192750 58075 0 J-K C WARREN PO Box 470372 Tulsa OK 741470372 CEO & VICE CHAIRMAN 40.0 638000 76826 0 T COOPER PO Box 470372 Tulsa OK 741470372 PRESIDENT 40.0 710500 77963 0 D AFFELDT PO Box 470372 Tulsa OK 741470372 ASSISTANT TREASURER 40.0 172255 59239 0 P GLENN PO Box 470372 Tulsa OK 741470372 TREASURER 40.0 22767 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 88740 11027 0 D MCMANUS PO Box 470372 Tulsa OK 741470372 ASST SECRETARY 0 81450 5930 0 M S BLANKENSHIP PO Box 470372 Tulsa OK 741470372 DIRECTOR (BEG 05/21) 0.5 0 0 0 A N WARREN PO Box 470372 Tulsa OK 741470372 DIRECTOR (BEG 5/21) 0.5 0 0 0 B GEUBELLE PO BOX 470372 TULSA OK 741470372 ANALYST 40.0 375644 35366 0 J PIERCE PO BOX 470372 TULSA OK 741470372 CONTROLLER 40.0 151160 15246 0 K CLARK PO BOX 470372 TULSA OK 741470372 RECEPTIONIST 40.0 67388 21838 0 BLOOMBERG FINANCE LP PO BOX 416604 BOSTON MA 022416604 INFORMATION SERVICES 98035 GRANT THORNTON LLP 33911 TREASURY CENTER CHICAGO IL 606943900 AUDIT SERVICES 68250 ERNST & YOUNG LLP 3712 SOLUTIONS CENTER CHICAGO IL 60677 TAX CONSULTING 107007 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 10574 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 183233 380826923 17680553 52139290 450646766 0 450646766 6759701 443887065 22194353 22194353 524812 0 524812 21669541 21669541 21669541 17898468 0 0 0 0 17898468 21669541 17587800 2019 2018 2017 0 0 17898468 17587800 310668 0 0 0 0 21358873 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 28 PO BOX 470372 TULSA OK 47147 SEE STATEMENT 28a 17306916 17306916 NONE PO BOX 470372 TULSA OK 74147 NONE 0 0 ACE HOUSE RENTAL 14400 14 3456828 901101 -50249 18 21734930 OIL & GAS ROYALTY INCOME 01 11872204 MISCELLANEOUS INCOME 01 1026820 UBI FROM PARTNERSHIPS 901101 -17776 -68025 38090782 14400 38037157 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) 137035 WARREN PROF BLDG CO RENTAL OF OFFICE SPACE true WARREN PROF BLDG CO IRC 501(C)(2) COMMON OFFICERS X X 1 W K WARREN JR TRUST B-3 PO BOX 470372 TULSA OK 74147 44074 X 2 BLANKENSHIP CHARITABLE LEAD TRUST 76-6896 KUHINANUI STREET KAILUA KONA HI 96740 59365 X 3 MARILYN WARREN VANDEVER 970 BROOKTREE ROAD SANTA BARBARA CA 93108 14391 X 4 BETH ANN BRYAN-FINDELL PO BOX 470372 TULSA OK 74147 17989 X ACCOUNTING FEES 44836 22418 22418 SEE SCHEDULE 3 48249915 45202907 SEE SCHEDULE 2 215401860 365341873 12511518 12410252 LEGAL FEES 53871 26936 26936 ACE HOUSE 116314 109903 109903 CLUB MEMBERSHIP 74153 74153 74153 LEASEHOLD IMPROVEMENTS 1180 737 737 DEPOSITS 569 569 569 COMPUTER EQUIPMENT 8897 7298 7298 SCHEDULE K-1 EXPENSE 0 1526132 0 0 TREE FARM EXPENSE 183233 0 0 0 MISCELLANEOUS EXPENSE 22122 22122 0 0 OFFICE SUPPLIES 13512 11890 0 1621 TELEPHONE 18475 16258 0 2217 GENERAL INSURANCE 38034 33470 0 4564 RENT EXPENSE - ACE HOUSE 10574 0 0 10574 LAND DEPT EXP 1492 1313 0 179 COMPUTER HARDWARE/SOFTWARE 14142 12445 0 1697 OIL & GAS ROYALTY INCOME 11872204 11872204 Investment Management Fees 818785 818785 RENTAL INCOME 14400 14400 Other Income 190259 190259 SCHEDULE K-1 INCOME 1430874 PENSION ADJUSTMENT 1787512 DEFERRED TAX LIABILITY 1084489 2040405 PENSION PLAN LIABILITY 7648759 5847147 INVESTMENT MANAGEMENT EXPENSE 908743 799694 0 109049 OTHER PROFESSIONAL FEES 124633 124633 0 0 FEDERAL EXCISE TAXES 1437663 AD VALOREM TAXES 180989 180989 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