HARDESTY FAMILY FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- HARDESTY FAMILY FOUNDATION INC (EIN 20-4094088)
- Tax period
- 2022-12-01 to 2023-11-30
- Filed
- 2024-02-21
- IRS object ID
- 202400529349100505
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-02-21T08:17:09-06:00 | ReturnTs |
| Tax Period End | 2023-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 731413977 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOGANTAYLOR LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2222 SOUTH UTICA PL SUITE 200 | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74114 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 204094088 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HARDESTY FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HARD | BusinessNameControlTxt |
| Phone | 9185853100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4141 N MEMORIAL DRIVE | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74115 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHELLE HARDESTY | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 9185853100 | PhoneNum |
| Signature | 2024-02-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MICHELLE | PersonFirstNm |
| Person Last | HARDESTY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ASHLEY M FOGLE | PreparerPersonNm |
| PTIN | P01258800 | PTIN |
| Phone | 9187452333 | PhoneNum |
| Preparation | 2024-02-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $134,528,145 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $3,582,041 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,085,911 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,085,911 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $4,026,996 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,026,996 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,277,514 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $69,914,176 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,277,514 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $10,913 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $10,913 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $9,983,375 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,401,334 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $118,823 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $3,565 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $115,258 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $239,690 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $114,083 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $125,607 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $163 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $163 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $135,497 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $115,108 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $20,389 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $18,109 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,485 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $1,051 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $1,051 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $13,702 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $13,702 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $9,787 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $3,507 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $6,280 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $78,409 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $29,169 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $49,241 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $615,231 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $282,670 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $316,938 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,098,684 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,098,684 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,713,915 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $282,670 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,415,622 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,269,460 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,118,664 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $42,402 | CashBOYAmt |
| Cash EOY | $223,437 | CashEOYAmt |
| Cash EOYFMV | $223,437 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $8,669,263 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $10,899,714 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $10,899,714 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $827 | AcctRcvblAmt |
| Acct Rcvbl EOY | $827 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $827 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $14,601 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $184,257 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $184,257 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $61,451,931 | CorporateStockBOYAmt |
| Corporate Stock EOY | $29,869,511 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $26,657,961 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $61,213,431 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $94,731,348 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $96,308,930 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,500,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $250,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $250,000 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $7,354 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,335 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $4,070 | LandBOYAmt |
| Land EOY | $3,019 | LandEOYAmt |
| Land EOYFMV | $3,019 | LandEOYFMVAmt |
| Total Assets BOY | $132,895,698 | TotalAssetsBOYAmt |
| Total Assets EOY | $136,162,113 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $134,528,145 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $6,404 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $3,359 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $6,404 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,359 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $59,000,000 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $59,000,000 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $73,889,294 | RetainedEarningBOYAmt |
| Retained Earning EOY | $77,158,754 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $132,889,294 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $136,158,754 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $132,895,698 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $136,162,113 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $132,889,294 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,269,460 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $136,158,754 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $136,158,754 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $69,914,176 | GrossSalesPriceAmt |
| Cost Or Other Basis | $68,636,662 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,277,514 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,277,514 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,277,514 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $85,049 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $85,049 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $85,049 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $48,533 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $48,533 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $163 | EsPenaltyAmt |
| Tax Due | $36,679 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OK | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.HARDESTYFAMILYFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | ALAN LISTER | IndividualWithBooksNm |
| Phone | 9185853100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4141 N MEMORIAL DRIVE | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74115 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| F ROGER HARDESTY | ||||||||
| 4141 N MEMORIAL DRIVE | TULSA | OK | 74115 | PRESIDENT & DIRECTOR | 1.00 | $0 | $0 | $0 |
| DONNA J HARDESTY | ||||||||
| 4141 N MEMORIAL DRIVE | TULSA | OK | 74115 | VICE-PRESIDENT & DIRECTOR | 1.00 | $0 | $0 | $0 |
| MICHELLE HARDESTY | ||||||||
| 4141 N MEMORIAL DRIVE | TULSA | OK | 74115 | EXECUTIVE DIRECTOR | 40.00 | $108,145 | $10,678 | $0 |
| CONNOR HARDESTY | ||||||||
| 4141 N MEMORIAL DRIVE | TULSA | OK | 74115 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MARILYN S COX | ||||||||
| 4141 N MEMORIAL DRIVE | TULSA | OK | 74115 | DIRECTOR | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| GENE A LISTER | ||||||||
| 4141 N MEMORIAL DRIVE | TULSA | OK | 74115 | CONTROLLER | 40.00 | $95,316 | $18,223 | $0 |
| DANA WILKES | ||||||||
| 4141 N MEMORIAL DRIVE | TULSA | OK | 74115 | PROGRAM MANAGER | 40.00 | $85,765 | $6,739 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | BELOW MARKET LOAN TO THE OKLAHOMA HALL OF FAME | Description1Txt |
| Expenses1 | $250,000 | Expenses1Amt |
| Total | $250,000 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $108,705,454 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $23,142,878 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $80,150 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $131,928,482 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $131,928,482 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,978,927 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $129,949,555 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,497,478 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,497,478 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $85,049 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $85,049 | TotalTaxAmt |
| Distributable Before Adj | $6,412,429 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $1,500,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $7,912,429 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $7,912,429 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,415,622 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $250,000 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $6,665,622 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,912,429 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $6,359,490 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,665,622 | QualifyingDistributionsAmt |
| Applied To Year1 | $6,359,490 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $306,132 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $7,606,297 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | F ROGER HARDESTY | ContributingManagerNm |
| Contributing Manager | DONNA J HARDESTY | ContributingManagerNm |
| Contributing Manager | MICHELLE HARDESTY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (112 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| BRADY CRAFT INC DBA 108 CONTEMPORARY | ||||||||
| 108 E RECONCILIATION WAY | TULSA | OK | 741037813 | NONE | PC | OPERATING | $15,000 | |
| 1ST STEP MALE DIVERSION PROGRAM | ||||||||
| 1516 SOUTH BOSTON AVE SUITE 115 | TULSA | OK | 74119 | NONE | PC | OPERATING | $25,000 | |
| ALZHEIMER'S ASSOCIATION | ||||||||
| OKLAHOMA CHAPTER 6660 S SHERIDAN RD | TULSA | OK | 74133 | NONE | PC | GENERAL FUNDRAISING | $3,000 | SUITE 202 |
| AMERICAN DIABETES ASSOCIATION INC | ||||||||
| PO BOX 7023 | MERRIFIELD | VA | 221167023 | NONE | PC | OPERATING | $500 | |
| AMERICAN NATIONAL RED CROSS - TULSA AREA CHAPTER | ||||||||
| 10151 E 11TH STREET | TULSA | OK | 74128 | NONE | PC | PROGRAM | $20,000 | |
| AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS | ||||||||
| 424 E 92ND ST | NEW YORK | NY | 101286804 | NONE | PC | OPERATING | $500 | |
| ARTS ALLIANCE TULSA INC | ||||||||
| 203 N MAIN ST SUITE 212 | TULSA | OK | 74103 | NONE | PC | OPERATING | $20,000 | |
| BRAIN INJURY RECOVERY FOUNDATION | ||||||||
| 1611 SOUTH UTICA AVE 146 | TULSA | OK | 741044909 | NONE | PC | GENERAL FUNDRAISING | $175 | |
| BRISTOW BARNYARD FARM AND DOMESTIC ANIMAL RESCUE | ||||||||
| 39472 W 201ST ST S | BRISTOW | OK | 740108805 | NONE | PC | OPERATING | $500 | |
| THE CARNEGIE MEMORIAL BUILDING FUND | ||||||||
| PO BOX 700 | CARNEGIE | OK | 730150700 | NONE | PC | OPERATING | $500 | |
| CATHOLIC CHARITIES OF EASTERN OKLAHOMA | ||||||||
| 2450 N HARVARD AVE | TULSA | OK | 74115 | NONE | PC | PROGRAM | $50,000 | |
| CENTER FOR EMPLOYMENT OPPORTUNITIES | ||||||||
| 556 N DENVER AVE | TULSA | OK | 74103 | NONE | PC | PROGRAM | $25,000 | |
| THE CENTER FOR INDIVIDUALS WITH PHYSICAL CHALLENGES LTD | ||||||||
| 815 S UTICA AVE | TULSA | OK | 741043612 | NONE | PC | OPERATING & PROGRAM | $32,500 | |
| CHALLENGE AIR FOR KIDS AND FAMILIES | ||||||||
| 8001 LEMMON AVE SUITE 280 | DALLAS | TX | 752092613 | NONE | PC | GENERAL FUNDRAISING | $2,500 | |
| CHERRY STREET FARMERS' MARKET INC | ||||||||
| PO BOX 14572 | TULSA | OK | 741591572 | NONE | PC | OPERATING | $250 | |
| CHILD ABUSE NETWORK INC | ||||||||
| 2815 S SHERIDAN RD | TULSA | OK | 741291013 | NONE | PC | CAPITAL & PROGRAM | $23,000 | |
| CHILDREN'S HOSPITAL FOUNDATION AT ST FRANCIS HOSPITAL | ||||||||
| 6161 S YALE AVE | TULSA | OK | 74136 | NONE | PC | CAPITAL | $95,000 | |
| CHURCH OF SAINT MARY | ||||||||
| 1347 E 49TH PLACE | TULSA | OK | 74105 | NONE | PC | GENERAL FUNDRAISING | $1,000 | |
| CIRCLE CINEMA | ||||||||
| 8 N LEWIS AVE | TULSA | OK | 74104 | NONE | PC | OPERATING | $10,000 | |
| CLAREHOUSE INC | ||||||||
| 7617 S MINGO RD | TULSA | OK | 74133 | NONE | PC | OPERATING | $15,000 | |
| CLAREMORE MUSEUM OF HISTORY INC | ||||||||
| 121 N WEENONAH AVE | CLAREMORE | OK | 740177032 | NONE | PC | OPERATING | $500 | |
| COMMUNITY HEALTH CONNECTION INC | ||||||||
| 2321 EAST 3RD ST | TULSA | OK | 74101 | NONE | PC | PROGRAM | $25,000 | |
| COMMUNITY HIGHERED INSTITUTE | ||||||||
| 4242 S SHERIDAN RD | TULSA | OK | 74145 | NONE | PC | PROGRAM | $3,000 | |
| CORNERSTONE CHRISTIAN ACADEMY | ||||||||
| 7770 WHIRLPOOL DRIVE | SPERRY | OK | 74073 | NONE | PC | OPERATING | $500 | |
| DOMESTIC VIOLENCE INTERVENTION SERVICES INC (DVIS) | ||||||||
| 3124 E APACHE ST | TULSA | OK | 741102320 | NONE | PC | PROGRAM | $35,000 | |
| DONT LOOK BACK MINISTRIES INC | ||||||||
| 300 E 9TH ST N | CLAREMORE | OK | 740177224 | NONE | PC | OPERATING | $500 | |
| EAGLE OPS FOUNDATION | ||||||||
| 302 E 5TH AVE UNIT D | OWASSO | OK | 740558553 | NONE | PC | OPERATING | $500 | |
| EASTERN OKLAHOMA DONATED DENTAL SERVICES | ||||||||
| 9810 E 42ND ST STE 210 | TULSA | OK | 741463600 | NONE | PC | OPERATING | $30,000 | |
| EDISON STRING BOOSTERS | ||||||||
| 2906 E 41ST ST | TULSA | OK | 74105 | NONE | PC | PROGRAM | $200 | |
| EMERGENCY INFANT SERVICES (EIS) | ||||||||
| 1110 S DENVER AVE | TULSA | OK | 74119 | NONE | PC | PROGRAM | $2,500 | |
| FAB LAB TULSA | ||||||||
| 501 S LEWIS AVE | TULSA | OK | 74104 | NONE | PC | OPERATING & PROGRAM | $75,000 | |
| FAMILY & CHILDREN'S SERVICES | ||||||||
| 5310 E 31ST STREET SUITE 800 | TULSA | OK | 741355012 | NONE | PC | PROGRAM | $43,615 | |
| FAMILY SAFETY CENTER | ||||||||
| 600 CIVIC CENTER | TULSA | OK | 74103 | NONE | PC | OPERATING | $35,000 | |
| FIRST METHODIST CHURCH | ||||||||
| 1115 S BOULDER AVE | TULSA | OK | 74119 | NONE | PC | OPERATING | $5,500 | |
| FOOD ON THE MOVE INC | ||||||||
| PO BOX 1626 | TULSA | OK | 741011626 | NONE | PC | OPERATING | $20,040 | |
| FRIENDS OF AMERICAN SONG ARCHIVES INC | ||||||||
| 203 N MAIN ST 217 | TULSA | OK | 741037813 | NONE | PC | PROGRAM | $3,000 | |
| FRONTIER MEDIA GROUP | ||||||||
| 2121 E 26TH PL | TULSA | OK | 741144216 | NONE | PC | OPERATING | $1,000 | |
| GIRL SCOUTS OF EASTERN OKLAHOMA | ||||||||
| 4810 S 129TH EAST AVE | TULSA | OK | 741347001 | NONE | PC | PROGRAM | $43,000 | |
| GODSPEED FLIGHT DEMONSTRATION TEAM INC DBA LITESPEED FLIGHT DEMONSTRATION T | ||||||||
| 7501 E APACHE ST HANGAR 18 | TULSA | OK | 741153711 | NONE | PC | PROGRAM | $10,000 | |
| GOOD SAMARITAN HEALTH SERVICES | ||||||||
| PO BOX 1191 | TULSA | OK | 74101 | NONE | PC | OPERATING | $20,000 | |
| GOODWILL INDUSTRIES OF TULSA INC | ||||||||
| 2800 SOUTHWEST BLVD | TULSA | OK | 741073817 | NONE | PC | PROGRAM | $40,000 | |
| GRAND MENTAL HEALTH | ||||||||
| 6111 E SKELLY DRIVE | TULSA | OK | 741356106 | NONE | PC | PROGRAM | $14,500 | |
| HAPPY HANDS EDUCATION CENTER INC | ||||||||
| 8801 S GARNETT RD | BROKEN ARROW | OK | 740126002 | NONE | PC | OPERATING | $500 | |
| HBA CHARITABLE FOUNDATION | ||||||||
| 11545 E 43RD STREET | TULSA | OK | 74146 | NONE | PC | PROGRAM | $56,400 | |
| HIS HOUSE MINISTRY INC DBA SHE BREWS COFFEE & TRANSITIONAL PROGRAM | ||||||||
| 1 N LEWIS AVENUE | TULSA | OK | 74110 | NONE | PC | PROGRAM | $20,000 | |
| HOLLAND HALL SCHOOL | ||||||||
| 5666 E 81ST STREET | TULSA | OK | 74137 | NONE | PC | PROGRAM | $25,000 | |
| HOSPICE OF GREEN COUNTRY | ||||||||
| 3501 SOUTH YALE AVENUE | TULSA | OK | 74135 | NONE | PC | OPERATING | $250 | |
| HUMBLE WARRIOR COLLECTIVE LTD | ||||||||
| 114 W COMMERCIAL ST | TULSA | OK | 741201820 | NONE | PC | PROGRAM | $8,600 | |
| JAZZ AT ASPEN-SNOWMASS | ||||||||
| 110 E HALLAM ST STE 104 | ASPEN | CO | 816111461 | NONE | PC | OPERATING | $25,000 | |
| JOHN 316 MISSION | ||||||||
| 575 N 39TH WEST AVE | TULSA | OK | 741275028 | NONE | PC | OPERATING | $15,500 | |
| JOY IN THE CAUSE COMPANY | ||||||||
| 5550 S GARNETT ROAD 300 | TULSA | OK | 741466831 | NONE | PC | OPERATING | $15,000 | |
| JUDICIAL WATCH | ||||||||
| 425 THIRD STREET SW | WASHINGTON | DC | 200243232 | NONE | PC | OPERATING | $1,500 | |
| LEADERSHIP OKLAHOMA INC | ||||||||
| 3037 NW 63RD ST STE | OKLAHOMA CITY | OK | 731163637 | NONE | PC | OPERATING | $9,100 | |
| LEADERSHIP TULSA | ||||||||
| 1151 S ELGIN AVE | TULSA | OK | 74120 | NONE | PC | OPERATING | $10,000 | |
| LIFE SENIOR SERVICES | ||||||||
| 5330 E 31ST STREET | TULSA | OK | 74135 | NONE | PC | CAPITAL | $25,000 | |
| LITTLE LIGHT HOUSE | ||||||||
| 5120 E 36TH ST | TULSA | OK | 741355228 | NONE | PC | PROGRAM | $30,000 | |
| MAKE A WISH FOUNDATION OF OKLAHOMA | ||||||||
| 4606 EAST 67TH STREET | TULSA | OK | 74136 | NONE | PC | PROGRAM | $15,000 | |
| MARY K OXLEY NATURE CENTER ASSOCIATION INC | ||||||||
| PO BOX 35812 | TULSA | OK | 741530812 | NONE | PC | OPERATING | $250 | |
| MEALS ON WHEELS OF METRO TULSA | ||||||||
| 5151 E 51ST | TULSA | OK | 741462307 | NONE | PC | OPERATING | $100,000 | |
| MENTAL HEALTH ASSOCIATION OKLAHOMA | ||||||||
| 5330 EAST 31ST STREET SUITE 1000 | TULSA | OK | 741355076 | NONE | PC | PROGRAM | $668,000 | |
| A NEW LEAF INC | ||||||||
| PO BOX 2370 | OWASSO | OK | 74055 | NONE | PC | PROGRAM | $450,000 | |
| NEW YORK CENTER FOR ART & AWARENESS | ||||||||
| 4371 CAMINITO DEL DIAMANTE | SAN DIEGO | CA | 921211966 | NONE | PC | PROGRAM | $1,250 | |
| OK MOZART INC | ||||||||
| 415 S DEWEY AVE | BARTLESVILLE | OK | 740033524 | NONE | PC | PROGRAM | $1,000 | |
| OKLAHOMA AQUARIUM FOUNDATION | ||||||||
| PO BOX 1443 | JENKS | OK | 740371443 | NONE | PC | CAPITAL | $200,000 | |
| OKLAHOMA CENTER FOR NONPROFITS | ||||||||
| 701 N LINDSAY AVE | OKLAHOMA CITY | OK | 73104 | NONE | PC | PROGRAM | $35,000 | |
| OKLAHOMA HALL OF FAME INC | ||||||||
| 1400 CLASSEN DR | OKLAHOMA CITY | OK | 73106 | NONE | PC | OPERATING | $7,460 | |
| OKLAHOMA MEDICAL RESEARCH FOUNDATION | ||||||||
| 825 NORTHEAST 13TH STREET | OKLAHOMA CITY | OK | 731045005 | NONE | PC | GENERAL FUNDRAISING | $10,000 | |
| OSU FOUNDATION | ||||||||
| 700 NORTH GREENWOOD AVE | TULSA | OK | 74106 | NONE | PC | CAPITAL | $2,010,000 | |
| OKLAHOMA WATCH | ||||||||
| 100 W MAIN ST SUITE 202 | OKLAHOMA CITY | OK | 73102 | NONE | PC | OPERATING | $1,000 | |
| OPERATION HOPE PRISON MINISTRY | ||||||||
| 739 NORTH DENVER AVE SUITE A | TULSA | OK | 741065184 | NONE | PC | OPERATING | $500 | |
| OUTSIDERS HOUSE MUSEUM ASSOCIATION | ||||||||
| 1811 S BALTIMORE AVE | TULSA | OK | 74109 | NONE | PC | OPERATING | $5,000 | |
| OWASSO COMMUNITY CHOIR CLUB | ||||||||
| PO BOX 2098 | OWASSO | OK | 740558898 | NONE | PC | OPERATING | $500 | |
| PARENT CHILD CENTER OF TULSA INC | ||||||||
| 1421 SOUTH BOSTON AVENUE | TULSA | OK | 74119 | NONE | PC | PROGRAM | $53,000 | |
| PARISH OF CHRIST THE KING | ||||||||
| 1520 SOUTH ROCKFORD AVENUE | TULSA | OK | 74120 | NONE | PC | OPERATING | $2,500 | |
| PARKSIDE PSYCHIATRIC HOSPITAL & CLINIC | ||||||||
| 1620 E 12TH ST | TULSA | OK | 741205407 | NONE | PC | PROGRAM | $15,000 | |
| PAUSE4PAWS INC | ||||||||
| 2032 UTICA SQUARE 52768 | TULSA | OK | 74152 | NONE | PC | OPERATING | $8,500 | |
| THE PENCIL BOX | ||||||||
| 2435 SOUTHWEST BLVD | TULSA | OK | 741072726 | NONE | PC | CAPITAL | $15,000 | |
| PETS HELPING PEOPLE (PHP) | ||||||||
| 2234 EAST 56TH PLACE | TULSA | OK | 74105 | NONE | PC | OPERATING | $20,000 | |
| PHILANTHROPY SOUTHWEST | ||||||||
| 3000 PEGASUS PARK DRIVE 706 | DALLAS | TX | 752476204 | NONE | PC | OPERATING | $8,850 | |
| PHILBROOK MUSEUM OF ART | ||||||||
| PO BOX 52510 | TULSA | OK | 741520510 | NONE | PC | PROGRAM | $10,000 | |
| PLANNED PARENTHOOD GREAT PLAINS | ||||||||
| 4401 W 109TH STREET SUITE 200 | OVERLAND PARK | KS | 662111303 | NONE | PC | OPERATING | $1,500 | |
| SAINT JOHN'S EPISCOPAL CHURCH | ||||||||
| 4200 S ATLANTA PL | TULSA | OK | 74105 | NONE | PC | GENERAL FUNDRAISING | $764 | |
| SAINT SIMEON'S EPISCOPAL HOME FOUNDATION | ||||||||
| 3701 N MARTIN LUTHER KING JR BLVD | TULSA | OK | 741066450 | NONE | PC | PROGRAM | $3,000 | |
| THE SALVATION ARMY | ||||||||
| 924 S HUDSON AVE | TULSA | OK | 74112 | NONE | PC | PROGRAM | $30,000 | |
| SANGHA INC | ||||||||
| 427 SOUTH BOSTON AVENUE 923 | TULSA | OK | 74103 | NONE | PC | OPERATING | $25,000 | |
| SKIATOOK PAWS AND CLAWS | ||||||||
| PO BOX 1033 | SKIATOOK | OK | 740705033 | NONE | PC | OPERATING | $500 | |
| SOUTHERN JUSTICE LAW ENFORCEMENT MOTORCYCLE CLUB OKLAHOMA INC | ||||||||
| PO BOX 258 | SAPULPA | OK | 74067 | NONE | PC | OPERATING | $500 | |
| SPECIAL OLYMPICS OKLAHOMA INC | ||||||||
| 6835 S CANTON AVE | TULSA | OK | 741363433 | NONE | PC | OPERATING | $5,000 | |
| THE SPRING SHELTER INC | ||||||||
| PO BOX 1588 | SAND SPRINGS | OK | 74063 | NONE | PC | CAPITAL/EQUIPMENT | $45,000 | |
| ASCENSION ST JOHN FOUNDATION | ||||||||
| 1923 S UTICA AVE | TULSA | OK | 741046502 | NONE | PC | OPERATING | $25,000 | |
| SUNDARA FOUNDATION | ||||||||
| 2215 W BRAKER LANE | CEDAR PARK | TX | 786300000 | NONE | PC | PROGRAM | $3,000 | |
| TANZANIAN CHILDREN'S FUND INC | ||||||||
| 14 ALBERTA TERRACE UNIT 1 | CAMBRIDGE | MA | 021383631 | NONE | PC | OPERATING | $2,500 | |
| THE ARC OF OKLAHOMA INC | ||||||||
| 2516 E 71ST STREET SUITE A | TULSA | OK | 74136 | NONE | PC | OPERATING | $10,000 | |
| TULSA AIR AND SPACE MUSEUM | ||||||||
| 3624 N 74TH EAST AVE | TULSA | OK | 741153622 | NONE | PC | GENERAL FUNDRAISING | $3,000 | |
| TULSA AREA UNITED WAY | ||||||||
| 1430 S BOULDER AVE | TULSA | OK | 741193604 | NONE | PC | OPERATING | $40,000 | |
| TULSA BALLET THEATER INC | ||||||||
| 1212 E 45TH PL | TULSA | OK | 741054508 | NONE | PC | GENERAL FUNDRAISING | $3,000 | |
| HIV RESOURCE CONSORTIUM INC (DBA TULSA CARES) | ||||||||
| 3712 E 11TH ST | TULSA | OK | 741123952 | NONE | PC | CAPITAL | $15,000 | |
| TULSA CHILDREN'S MUSEUM | ||||||||
| 3123 RIVERSIDE DR | TULSA | OK | 74105 | NONE | PC | PROGRAM | $69,400 | |
| TULSA COMMUNITY FOUNDATION | ||||||||
| 7030 S YALE AVE STE 600 | TULSA | OK | 74136 | NONE | PC | PROGRAM | $66,000 | |
| TULSA DAY CENTER INC | ||||||||
| 415 W ARCHER | TULSA | OK | 74103 | NONE | PC | PROGRAM | $50,000 | |
| TULSA FOUNDATION FOR ARCHITECTURE | ||||||||
| 633 S BOSTON AVE | TULSA | OK | 741191219 | NONE | PC | OPERATING | $10,000 | |
| TULSA GARDEN CENTER INC | ||||||||
| 2435 S PEORIA AVE | TULSA | OK | 741141326 | NONE | PC | PROGRAM | $2,500 | |
| TULSA GIRLS ART SCHOOL | ||||||||
| 2202 E ADMIRAL BLVD | TULSA | OK | 74110 | NONE | PC | OPERATING | $10,000 | |
| TULSA OPERA INC | ||||||||
| 1610 S BOULDER AVE | TULSA | OK | 741194408 | NONE | PC | PROGRAM | $3,000 | |
| TULSA SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS | ||||||||
| 2910 MOHAWK BLVD | TULSA | OK | 74110 | NONE | PC | CAPITAL | $50,000 | |
| TULSA ZOO MANAGEMENT INC | ||||||||
| 6421 EAST 36TH STREET NORTH | TULSA | OK | 74115 | NONE | PC | CAPITAL & GENERAL FUNDRAISING | $584,080 | |
| OU FOUNDATION | ||||||||
| 100 TIMBERDELL ROAD | NORMAN | OK | 73019 | NONE | PC | PROGRAM | $275,000 | |
| USA BMX FOUNDATION | ||||||||
| 1645 W SUNRISE BLVD | GILBERT | AZ | 852335018 | NONE | PC | PROGRAM | $75,000 | |
| VOLUNTEERS OF AMERICA INC | ||||||||
| 9605 E 61ST ST | TULSA | OK | 741336308 | NONE | PC | PROGRAM | $15,500 | |
| WOODWARD INDUSTRIAL FOUNDATION | ||||||||
| PO BOX 1406 | WOODWARD | OK | 738021406 | NONE | PC | OPERATING | $2,500 | |
| YMCA OF GREATER TULSA | ||||||||
| 5400 S OLYMPIA AVE | TULSA | OK | 74017 | NONE | PC | CAPITAL | $20,000 | |
| YOUTH SERVICES OF TULSA INC | ||||||||
| 311 S MADISON AVE | TULSA | OK | 741203208 | NONE | PC | PROGRAM | $25,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,098,684 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,085,911 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,026,996 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,277,514 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| PROGRAM RELATED INVESTMENT INTEREST INCOME | 14 | $10,876 |
| MISCELLANEOUS | 01 | $37 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $6,401,334 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,401,334 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| F ROGER HARDESTY | |||||||
| 1 | 4141 N MEMORIAL DRIVE | TULSA | OK | 74115 | $3,258,545 | Yes (X) | Yes (X) |
| MICHELLE HARDESTY FAMILY LLC | |||||||
| 2 | 4141 N MEMORIAL DRIVE | TULSA | OK | 74115 | $212,206 | Yes (X) | Yes (X) |
| DEBORA HARDESTY CRISTO FAMILY LLC | |||||||
| 3 | 4141 N MEMORIAL DRIVE | TULSA | OK | 74115 | $111,290 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | CONOCOPHILLIPS STOCK | $2,209,545 | 2022-12-22 |
| 2 | ONEOK STOCK | $140,206 | 2022-12-22 |
| 3 | ONEOK STOCK | $73,290 | 2022-12-22 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | DELL POWEREDGE T130 SERVER | PropertyDesc |
| Acquired | 2019-10-17 | AcquiredDt |
| Cost Or Other Basis | $7,354 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $3,284 | PriorYearDepreciationAmt |
| Computation Method | SL | ComputationMethodTxt |
| Life | 7.000000000000 | LifeRt |
| Current Year Expense | $1,051 | CurrentYearExpenseAmt |
| Net Investment Income | $1,051 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,051 | AdjustedNetIncomeAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (30 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 274000 SHS WARNER MEDIA LLC | $274,111 | $273,752 |
| 280000 SHS NATWEST GROUP PLC | $280,036 | $279,941 |
| 5000000 SHS BOEING CO | $4,759,856 | $4,960,375 |
| 2700000 SHS ENERGY TRANSFER LP | $2,629,806 | $2,676,456 |
| 1500000 SHS NATWEST GROUP PLC | $1,500,181 | $1,489,853 |
| 1150000 SHS WARNER MEDIA LLC | $1,139,661 | $1,132,687 |
| 420000 SHS WILLIAMS COS INC | $413,712 | $416,999 |
| 11000000 SHS HUMANA INC | $10,969,267 | $10,828,290 |
| 1000000 SHS GOLDMAN SACHS GROUP INC | $1,001,194 | $999,505 |
| 7000000 SHS LLOYDS BANKING GROUP PLC | $6,933,585 | $6,880,230 |
| 5000000 SHS CONOCOPHILLIPS CO | $4,467,168 | $4,896,475 |
| 1100000 SHS CAPITAL ONE FINANCIAL CORP | $1,063,022 | $1,072,374 |
| 1130000 SHS FIRST HORIZON NATIONAL CORP | $1,077,557 | $1,079,190 |
| 2367000 SHS CITIGROUP INC | $2,403,954 | $2,358,656 |
| 1000000 SHS SYSCO CORP | $964,500 | $970,235 |
| 11429000 SHS KEYCORP | $10,865,550 | $11,001,955 |
| 3000000 SHS ALLY FINANCIAL INC | $2,928,613 | $2,946,705 |
| 6375000 SHS MANUFACTURERS & TRADERS TRUST CO | $6,228,638 | $6,280,268 |
| 6327000 SHS CITIZENS BANK NA/PROVIDENCE RI | $5,860,320 | $5,960,287 |
| 3000000 SHS FORD MOTOR CREDIT CO LLC | $2,629,506 | $2,722,290 |
| 4000000 SHS ALLY FINANCIAL INC | $4,081,959 | $4,084,120 |
| 2044000 SHS TARGA RESOURCES PRTNRS LP | $2,078,915 | $1,983,477 |
| 1500000 SHS REGIONS FINANCIAL CORP | $1,222,935 | $1,237,403 |
| 4000000 SHS TAPESTRY INC | $4,036,006 | $4,045,340 |
| 5000000 SHS FORD MOTOR CO | $5,666,497 | $5,733,900 |
| 5000000 SHS FORD MOTOR CO | $5,161,323 | $5,265,725 |
| 3000000 SHS CAPITAL ONE FINANCIAL CORP | $3,126,006 | $3,136,695 |
| 1000000 SHS KEYBANK NATIONAL ASSOCIATION NOTE | $967,470 | $967,150 |
| ACCRUED INTEREST | $0 | $625,997 |
| ACCRUED INTEREST | $0 | $2,600 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (19 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 9209 SHS AMAZON COM INC (AMZN) | $1,156,036 | $1,345,343 |
| 85000 SHS AT&T INC (T) | $2,241,747 | $1,408,450 |
| 213 SHS BOEING CO (BA) | $59,457 | $49,337 |
| 1253 SHS CONOCOPHILLIPS (COP) | $59,908 | $144,809 |
| 298 SHS CONSTELLATION ENERGY CORP (CEG) | $11,867 | $36,070 |
| 895 SHS EXELON CORP (EXC) | $28,200 | $34,466 |
| 8333 SHS GE HEALTHCARE TECHNOLOGIES INC (GEHC) | $979,599 | $570,477 |
| 25000 SHS GENERAL ELECTRIC CO (GE) | $3,714,255 | $3,045,000 |
| 100 SHS ONEOK INC (OKE) | $3,187 | $6,885 |
| 930 SHS VALERO ENERGY CP DELA NEW | $60,318 | $116,585 |
| 80000 SHS VERIZON COMMUNICATIONS | $3,993,402 | $3,066,400 |
| 25000 SHS CATERPILLAR INC COM (CAT) | $5,695,677 | $6,268,000 |
| 19500 SHS CONOCOPHILLIPS COM (COP) | $2,209,545 | $2,253,615 |
| 10000 FIFTH THIRD BANCORP (FITB) | $348,020 | $289,500 |
| 30000 HONEYWELL INTERNATIONAL INC | $5,668,838 | $5,877,600 |
| 40000 LINCOLN NATIONAL CORP COM NPV | $1,895,888 | $951,200 |
| 4000 MORGAN STANLEY COM USD0.01 (MS) | $375,006 | $317,360 |
| 7518 ONEOK INC COM USD0.01 (OKE) | $281,733 | $517,614 |
| 25000 PARAMOUNT GLOBAL CLASS B COM (PARA) | $1,086,828 | $359,250 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | PROGRAM RELATED INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $250,000 | BookValueAmt |
| EOYFMV | $250,000 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | DELL POWEREDGE T130 SERVER | CategoryOrItemTxt |
| Cost Or Other Basis | $7,354 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $4,335 | AccumulatedDepreciationAmt |
| Book Value | $3,019 | BookValueAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $163 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $163 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (15 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ADVERTISING | $91 | $91 | $0 | $0 |
| BANK FEES | $67 | $0 | $0 | $67 |
| BUSINESS MEALS | $7,322 | $0 | $0 | $7,322 |
| COMPUTER/PRINTER | $48,925 | $19,926 | $0 | $28,999 |
| CPE TRAINING | $2,645 | $2,645 | $0 | $0 |
| DIRECT CHARITY EXPENSE | $2,391 | $0 | $0 | $2,391 |
| DUES | $2,354 | $1,670 | $0 | $684 |
| INSURANCE | $1,252 | $0 | $0 | $1,252 |
| MISCELLANEOUS EXPENSE | $2,438 | $0 | $0 | $2,438 |
| OFFICE SUPPLIES | $5,905 | $4,437 | $0 | $1,469 |
| POSTAGE | $144 | $0 | $0 | $144 |
| TELEPHONE | $1,682 | $0 | $0 | $1,682 |
| TRAINING EXPENSE | $2,685 | $0 | $0 | $2,685 |
| YARD LANDSCAPING | $400 | $400 | $0 | $0 |
| DATA PROCESSING SERVICES | $108 | $0 | $0 | $108 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PROGRAM RELATED INVESTMENT INTEREST INCOME | $10,876 | $10,876 | $0 |
| MISCELLANEOUS | $37 | $37 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BROKER FEES | $115,108 | $115,108 | $0 | $0 |
| PROFESSIONAL FEES | $4,050 | $0 | $0 | $4,050 |
| CONTRACT LABOR | $16,339 | $0 | $0 | $16,339 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| EXCISE TAX | $15,624 | $0 | $0 | $0 |
| FOREIGN TAX | $2,485 | $2,485 | $0 | $0 |
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