2025-09-15T20:31:02-04:00 2024-12-31 731249124 SMEDLUND & COMPANY PC 5600 N MAY AVENUE SUITE 162 OKLAHOMA CITY OK 73112 990PF 2024-01-01 463449370 THE ANN LACY FOUNDATION ANNL 4056002342 PO BOX 2440 OKLAHOMA CITY OK 731012440 CHRIS LAWSON PRESIDENT/CEO 4056002342 2025-08-31 true P MIKE SMEDLUND P00432364 4058431171 2025-08-31 2024 2025-03-06 01:10:19Z X 10018886 X X 85348 72060 85348 217257 217257 217257 -206324 1977474 96281 289317 302605 200000 42024 45235 7566 2388 99 35594 332906 0 0 433812 433812 766718 0 433812 -670437 289317 302605 49333 61205 61205 44517 81424 81424 22059 22059 902503 552822 521928 5009604 4322732 8327242 729998 1022534 1005028 6735955 6062776 10018886 5042 2300 5042 2300 X 6730913 6060476 6730913 6060476 6735955 6062776 6730913 -670437 6060476 6060476 4022 4022 4022 4000 4000 22 false false false false false false false true true OK true false false false false true N/A CHRIS LAWSON 4056002342 PO BOX 2440 OKLAHOMA CITY OK 731012440 false false false false false false false true 2023 2021 true false false false false false false false false false false CHRIS LAWSON PO BOX 2440 OKLAHOMA CITY OK 731012440 PRESIDENT/CE 40.00 200000 0 0 MARY BLANKENSHIP POINTER 2513 SW 124TH ST OKLAHOMA CITY OK 73170 VICE PRESIDE 5.00 0 0 0 RUSSELL LAWSON 3024 HACKBERRY ROAD OKLAHOMA CITY OK 73120 SECRETARY/TR 5.00 0 0 0 NONE NONE N/A 10083026 206566 0 10289592 10289592 154344 10135248 506762 506762 4022 4022 502740 502740 502740 433812 433812 502740 481330 2021 2020 2019 200730 433812 433812 200730 200730 47518 502740 X ALLIED ARTS 1015 N BROADWAY AVE OKLAHOMA CITY OK 73102 NONE 501C3 GENERAL SUPPORT 8000 AMERICAN LUNG ASSOCIATION 710 W WILSHIRE BLVD S 101 OKLAHOMA CITY OK 73116 NONE 501C3 MEDICAL RESEARCH 2500 AMERICAN RED CROSS 10151 E 11TH ST TULSA OK 74128 NONE 501C3 GENERAL SUPPORT 10000 BISHOP MCGUINESS CATHOLIC HIGH SCH 801 NW 50TH OKLAHOMA CITY OK 73118 NONE 501C3 GENERAL SUPPORT 5000 CATHOLIC CHARITIES 1232 N CLASSEN BLVD OKLAHOMA CITY OK 73106 NONE 501C3 SPONSORSHIP 1500 COMMUNITY LITERACY CENTERS INC 4 NE 10TH ST 263 OKLAHOMA CITY OK 73104 NONE 501C3 EDUCATION 2000 DOWNTOWN OKC 525 NW 11TH OKLAHOMA CITY OK 73101 NONE 501C3 GENERAL SUPPORT 1400 FALLING WATER 1491 MILL RUN ROAD MILL RUN PA 154641543 NONE 501C3 GENERAL SUPPORT 1000 FIRST AMERICANS MUSEUM FOUNDATION 659 FIRST AMERICANS BLVD OKLAHOMA CITY OK 73129 NONE 501C3 GENERAL SUPPORT 25000 FOCUS ON HOME 6608 N WESTERN AVE OKLAHOMA CITY OK 73116 NONE 501C3 GENERAL SUPPORT 3500 GIRL SCOUTS JULIETTE LOW LEADERS 330 DRAYTON STREET SAVANNAH GA 31401 NONE 501C3 GENERAL SUPPORT 250 INTEGRIS HEALTH FOUNDATION 3001 QUAIL SPRINGS PKWY OKLAHOMA CITY OK 73134 NONE 501C3 GENERAL SUPPORT 2500 LAST FRONTIER COUNCIL BOY SCOUTS 3031 NW 64TH STE 100 OKLAHOMA CITY OK 73116 NONE 501C3 GENERAL SUPPORT 1000 LYRIC THEATRE OF OKLAHOMA 1727 NW 16TH ST OKLAHOMA CITY OK 73106 NONE 501C3 GENERAL SUPPORT 2000 MYRIAD BOTANICAL GARDENS 301 W RENO OKLAHOMA CITY OK 73102 NONE 501C3 GENERAL SUPPORT 1500 MYRIAD GARDENS FOUNDATION 301 W RENO OKLAHOMA CITY OK 73102 NONE 501C3 GENERAL SUPPORT 10000 NATIONAL COWBOY & WESTERN HERITAGE 1700 NE 63RD OKLAHOMA CITY OK 73111 NONE 501C3 GENERAL SUPPORT 109500 NICHOLS HILLS PARKS INC 1009 NW 75TH NICHOLS HILLS OK 73116 NONE 501C3 GENERAL SUPPORT 1500 OKC BEAUTIFUL 3535 N CLASSEN BLVD OKLAHOMA CITY OK 73118 NONE 501C3 SPONSORSHIP 2500 OKC REPETORY THEATRE 701 N BROADWAY AVE OKLAHOMA CITY OK 73102 NONE 501C3 GENERAL SUPPORT 5000 OKIE 6608 N WESTERN PO BOX 464 OKLAHOMA CITY OK 73116 NONE 501C3 GENERAL SUPPORT 462 OKLAHOMA CHILDREN'S HEALTH FOUND 1001 NW 63RD SUITE 210 OKLAHOMA CITY OK 73116 NONE 501C3 GENERAL SUPPORT 1850 OKLAHOMA CITY BALLET 7421 N CLASSEN BLVD OKLAHOMA CITY OK 73116 NONE 501C3 SPONSORSHIP 3000 OKLAHOMA CITY MUSEUM OF ART 415 COUCH DR OKLAHOMA CITY OK 73102 NONE 501C3 GENERAL SUPPORT 165000 OKLAHOMA CONTEMPORARY 11 NW 11TH ST OKLAHOMA CITY OK 73103 NONE 501C3 SPONSORSHIP 16000 OKLAHOMA HALL OF FAME 1400 N CLASSEN DR OKLAHOMA CITY OK 73106 NONE 501C3 GENERAL SUPPORT 550 OKLAHOMA INSTITUTE FOR CHILD ADVOCACY 2915 N CLASSEN BLVD SUITE 320 OKLAHOMA CITY OK 73106 NONE 501C3 CHILD ADVOCACY 1200 OKLAHOMA ZOOLOGICAL SOCIETY 2101 NE 50TH ST OKLAHOMA CITY OK 73111 NONE 501C3 GENERAL SUPPORT 2500 RED ANDREWS CHRISTMAS DINNER 2513 SW 124TH ST OKLAHOMA CITY OK 73170 NONE 501C3 GENERAL SUPPORT 2500 RELEVE COLLECTIVE 3306 CHARLES PAGE BVD 270 TULSA OK 74119 NONE 501C3 GENERAL SUPPORT 31500 SALVATION ARMY 1001 N PENNSYLVANIA AVE OKLAHOMA CITY OK 73107 NONE 501C3 GENERAL SUPPORT 10000 SISTER CITIES INTERNATIONAL 1012 14TH STREET NW SUITE 1400 WASHINGTON DC 20005 NONE 501C3 SPONSORSHIP 1100 SUNBEAM FAMILY SERVICES 1100 NW 14TH OKLAHOMA CITY OK 73106 NONE 501C3 SPONSORSHIP 2500 433812 85348 217257 -206324 OTHER INCOME 96281 96281 4 THE ASSETS OF THE FOUNDATION ARE INVESTED IN COMMON STOCKS BONDS, AND OTHER SECURITIES TO PRODUCE INTEREST, DIVIDENDS, AND CAPITAL GAINS THAT CAN BE USED TO CONTRIBUTE TO THE CHARITITIES THE FOUNDATION SELECTS EACH YEAR false false false false false false false false false false PROFESSIONAL FEES-ACCOUNTING 7566 1000 BRISTOL MYERS SQUIBB 2024-02 PURCHASE 2024-06 42244 48775 -6531 100,000 FEDERAL FARM CR 2024-04 PURCHASE 2024-08 100000 100004 -4 65,000 US TREASURY BILLS 2024-09 PURCHASE 2024-10 64758 64758 65,000 US TREASURY BILLS 2024-09 PURCHASE 2024-11 64598 64598 100,000 FHLMC 2024-12 PURCHASE 2024-12 99505 99505 65,000 US TREASURY BILLS 2024-09 PURCHASE 2024-12 64365 64365 1000 BOEING CO 2018-04 PURCHASE 2024-09 152981 310699 -157718 2000 BRISTOL MYERS SQUIBB 2019-11 PURCHASE 2024-06 84487 112820 880 -29213 500 CUMMINS INC 2020-12 PURCHASE 2024-03 137184 114380 22804 1730 DELTA AIRLINES INC 2014-03 PURCHASE 2024-01 68927 63016 5911 100,000 FEDERAL HOME LOAN BANKS 2022-09 PURCHASE 2024-10 100000 100003 -3 100,000 FEDERAL HOME LOAN BANKS 2023-08 PURCHASE 2024-08 150000 150004 -4 200,000 FEDERAL HOME LOAN MTG CORP 2023-02 PURCHASE 2024-11 200000 200002 -2 100,000 FEDERAL HOME LOAN MTG CORP 2023-06 PURCHASE 2024-11 100000 99670 240 90 500 HONEYWELL INTL INC 2022-03 PURCHASE 2024-06 108607 97629 10978 3070 KINDER MORGAN INC 2014-12 PURCHASE 2024-06 61696 114030 8960 -61294 2000 MAGNA INTERNATIONAL INC 2014-05 PURCHASE 2024-01 112430 98010 14420 100,000 OMNICOM GROUP INC 2019-04 PURCHASE 2024-11 100000 100000 2000 PFIZER INC 2014-03 PURCHASE 2024-01 54935 59771 3279 -8115 100,000 US TREASURY NTS 2022-10 PURCHASE 2024-01 100000 97255 2745 270 DELTA AIRLINES INC 2014-02 PURCHASE 2024-01 10757 8400 2357 INVESTMENTS-CORPORATE BONDS 1022534 1005028 INVESTMENTS 4322732 8327242 EXPENSES AUTO/TRANSPORTATION EXPENSES 19778 BANK SERVICE FEES 206 DUES & SUBSCRIPTIONS 516 INSURANCE 698 MISCELLANOUS EXPENSES 3420 OFFICE EXPENSE 132 POSTAGE EXPENSE 436 TELEPHONE EXPENSE 9400 WEBSITE 1008 LICENSE-OK SOS 30 FOREIGN TAX ON INVESTMENT FEDERAL TAX 2358 OTHER TAXES