HARDESTY FAMILY FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- HARDESTY FAMILY FOUNDATION INC (EIN 20-4094088)
- Tax period
- 2023-12-01 to 2024-11-30
- Filed
- 2025-04-11
- IRS object ID
- 202521019349100107
- Schema version
- 2023v6.0
- 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
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-11T08:36:21-05:00 | ReturnTs |
| Tax Period End | 2024-11-30 | 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 | 2023-12-01 | 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 | 2025-02-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| 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 | 2025-02-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $148,682,105 | 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 | $7,119,488 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $578,285 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $578,285 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $5,950,296 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,950,296 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$713,202 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $71,586,710 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $56,124 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $56,124 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $12,990,991 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,584,705 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $170,782 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $5,101 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $165,681 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $267,390 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $130,774 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $136,616 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $38,279 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $34,179 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $4,100 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $140,706 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | 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 | $14,950 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $14,950 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $7,951 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $2,780 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $5,171 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $93,203 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $35,727 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $57,476 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $734,312 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $224,562 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $369,044 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,270,576 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,270,576 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,004,888 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $224,562 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,639,620 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,986,103 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,360,143 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $223,437 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $10,899,714 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $30,880,260 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $30,880,260 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $8,160 | AcctRcvblAmt |
| Acct Rcvbl BOY | $827 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $8,160 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $8,160 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $184,257 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $177,833 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $177,833 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $29,869,511 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,894,573 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,426,229 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $94,731,348 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $102,787,748 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $107,784,355 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $250,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,403,300 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,403,300 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $7,354 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,386 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $3,019 | LandBOYAmt |
| Land EOY | $1,968 | LandEOYAmt |
| Land EOYFMV | $1,968 | LandEOYFMVAmt |
| Total Assets BOY | $136,162,113 | TotalAssetsBOYAmt |
| Total Assets EOY | $142,153,842 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $148,682,105 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $3,359 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $8,985 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $3,359 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,985 | 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 | $77,158,754 | RetainedEarningBOYAmt |
| Retained Earning EOY | $83,144,857 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $136,158,754 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $142,144,857 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $136,162,113 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $142,153,842 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $136,158,754 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,986,103 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $142,144,857 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $142,144,857 | 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 | $71,586,710 | GrossSalesPriceAmt |
| Cost Or Other Basis | $72,299,912 | CostOrOtherBasisAmt |
| Gain Or Loss | -$713,202 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$713,202 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$713,202 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $88,406 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $88,406 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $88,406 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $80,679 | 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 | $80,679 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $385 | EsPenaltyAmt |
| Tax Due | $8,112 | 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 | $155,381 | $14,651 | $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 | $750 | $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 | $113,225 | $18,886 | $0 |
| DANA WILKES | ||||||||
| 4141 N MEMORIAL DRIVE | TULSA | OK | 74115 | PROGRAM MANAGER | 40.00 | $100,250 | $8,705 | $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 FOOD ON THE MOVE | Description1Txt |
| Expenses1 | $1,500,000 | Expenses1Amt |
| Total | $1,500,000 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $134,187,060 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $11,986,311 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $139,843 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $146,313,214 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $146,313,214 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,194,698 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $144,118,516 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,205,926 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,205,926 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $88,406 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $88,406 | TotalTaxAmt |
| Distributable Before Adj | $7,117,520 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $346,700 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $7,464,220 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $7,464,220 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,639,620 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $1,500,000 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $8,139,620 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,464,220 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $7,606,297 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $8,139,620 | QualifyingDistributionsAmt |
| Applied To Year1 | $7,606,297 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $533,323 | 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 | $6,930,897 | 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 (124 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 1ST STEP MALE DIVERSION PROGRAM INC | ||||||||
| 1516 S BOSTON AVE STE 115 | TULSA | OK | 741194055 | NONE | PC | CAPITAL | $45,000 | |
| 501TECH | ||||||||
| 7030 S YALE AVE STE 600 | TULSA | OK | 74136 | NONE | PC | OPERATING | $15,000 | |
| A NEW LEAF INC | ||||||||
| PO BOX 2370 | OWASSO | OK | 74055 | NONE | PC | PROGRAM | $550,000 | |
| AKDAR SHRINES | ||||||||
| 2808 S SHERIDAN RD | TULSA | OK | 741291014 | NONE | PC | OPERATING | $500 | |
| ALZHEIMER'S ASSOCIATION - OKLAHOMA CHAPTER | ||||||||
| 6660 S SHERIDAN RD SUITE 202 | TULSA | OK | 74133 | NONE | PC | GENERAL FUNDRAISING | $2,500 | |
| AMERICAN HEART ASSOCIATION INC | ||||||||
| 2227 E SKELLY DR | TULSA | OK | 74105 | NONE | PC | GENERAL FUNDRAISING | $2,300 | |
| AMERICAN NATIONAL RED CROSS - TULSA AREA CHAPTER | ||||||||
| 10151 E 11TH STREET | TULSA | OK | 74128 | NONE | PC | PROGRAM | $10,000 | |
| ARTS ALLIANCE TULSA INC | ||||||||
| 203 N MAIN STREET | TULSA | OK | 74103 | NONE | PC | OPERATING | $25,000 | |
| BRADY CRAFT INC DBA 108 CONTEMPORARY | ||||||||
| 108 E RECONCILIATION WAY | TULSA | OK | 741037813 | NONE | PC | OPERATING | $15,000 | |
| CATHOLIC CHARITIES OF EASTERN OKLAHOMA | ||||||||
| 2450 N HARVARD AVE | TULSA | OK | 741153140 | NONE | PC | PROGRAM | $36,000 | |
| CENTER FOR EMPLOYMENT OPPORTUNITIES | ||||||||
| 556 NORTH DENVER AVE | TULSA | OK | 74103 | NONE | PC | OPERATING | $20,000 | |
| CENTER FOR REPRODUCTIVE RIGHTS | ||||||||
| 199 WATER STREET 22ND FLOOR | NEW YORK | NY | 100383533 | NONE | PC | OPERATING | $3,000 | |
| CHALLENGE AIR FOR KIDS AND FAMILIES | ||||||||
| 8001 LEMMON AVE SUITE 280 HANGAR 2 | 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 | ||||||||
| 2829 S SHERIDAN ROAD | TULSA | OK | 74129 | NONE | PC | PROGRAM | $20,000 | |
| CHILDREN'S HOSPITAL FOUNDATION AT ST FRANCIS HOSPITAL | ||||||||
| 6600 S YALE AVE STE 400 | TULSA | OK | 741363319 | NONE | PC | CAPITAL/EQUIPMENT | $90,000 | |
| CLAREHOUSE | ||||||||
| 7617 S MINGO RD | TULSA | OK | 741333334 | NONE | PC | OPERATING | $15,000 | |
| COMMUNITY FOOD BANK OF EASTERN OKLAHOMA INC | ||||||||
| 1304 N KENOSHA AVE | TULSA | OK | 741065940 | NONE | PC | PROGRAM | $26,000 | |
| CORNERSTONE CHRISTIAN ACADEMY | ||||||||
| 7770 WHIRLPOOL DRIVE | SPERRY | OK | 74073 | NONE | PC | OPERATING | $500 | |
| COUNSELING & RECOVERY SERVICES OF OKLAHOMA | ||||||||
| 7010 S YALE AVE STE 215 | TULSA | OK | 741365743 | NONE | PC | PROGRAM | $10,000 | |
| DEACONESS HOSPITAL INC | ||||||||
| 600 MARY ST | EVANSVILLE | IN | 477101658 | NONE | PC | OPERATING | $500 | |
| DOMESTIC VIOLENCE INTERVENTION SERVICES INC | ||||||||
| 3124 E APACHE ST | TULSA | OK | 741102320 | NONE | PC | PROGRAM | $25,000 | |
| DONT LOOK BACK MINISTRIES INC | ||||||||
| 300 E 9TH ST N | CLAREMORE | OK | 740177224 | NONE | PC | OPERATING | $500 | |
| EASTERN OKLAHOMA DONATED DENTAL SERVICES | ||||||||
| 9810 E 42ND ST STE 210 | TULSA | OK | 741463600 | NONE | PC | OPERATING | $15,000 | |
| EMERGENCY INFANT SERVICES (EIS) | ||||||||
| 1110 S DENVER AVE | TULSA | OK | 741192222 | NONE | PC | PROGRAM | $24,530 | |
| FAMILY & CHILDREN'S SERVICES | ||||||||
| DEVELOPMENT DEPT 5310 E 31ST STREET | TULSA | OK | 741355018 | NONE | PC | PROGRAM | $42,500 | SUITE 800 |
| FAMILY SAFETY CENTER INC | ||||||||
| 600 CIVIC CTR | TULSA | OK | 741033860 | NONE | PC | OPERATING | $30,000 | |
| FIRST METHODIST CHURCH | ||||||||
| 1115 S BOULDER AVE | TULSA | OK | 74119 | NONE | PC | OPERATING | $5,000 | |
| FOLDS OF HONOR FOUNDATION INC | ||||||||
| 5971 NORTH PATRIOT DRIVE | OWASSO | OK | 740558201 | NONE | PC | PROGRAM | $15,000 | |
| FOOD ON THE MOVE INC | ||||||||
| PO BOX 1626 | TULSA | OK | 741011626 | NONE | PC | GENERAL FUNDRAISING | $29,450 | |
| FRIENDS OF AMERICAN SONG ARCHIVES INC | ||||||||
| 102 E RECONCILIATION WAY | TULSA | OK | 741030000 | NONE | PC | PROGRAM | $10,000 | |
| FRONTIER MEDIA GROUP | ||||||||
| 401 SOUTH BOSTON AVE SUITE 240 | TULSA | OK | 74103 | NONE | PC | OPERATING | $1,000 | |
| GATESWAY FOUNDATION INC | ||||||||
| 1229 E COLLEGE ST | BROKEN ARROW | OK | 740124204 | NONE | PC | CAPITAL | $3,000 | |
| GIRL SCOUTS OF EASTERN OKLAHOMA | ||||||||
| 4810 S 129TH EAST AVE | TULSA | OK | 741347001 | NONE | PC | OPERATING | $40,000 | |
| GLOBAL GARDENS | ||||||||
| 2524 W 53RD ST | TULSA | OK | 741079067 | NONE | PC | OPERATING | $10,500 | |
| GOOD SAMARITAN HEALTH SERVICES | ||||||||
| PO BOX 1191 | TULSA | OK | 741011191 | NONE | PC | OPERATING | $20,000 | |
| GOODWILL INDUSTRIES OF TULSA INC | ||||||||
| 2800 SOUTHWEST BLVD | TULSA | OK | 741073817 | NONE | PC | PROGRAM | $25,000 | |
| GRAND MENTAL HEALTH | ||||||||
| PO BOX 33015 | TULSA | OK | 74153 | NONE | PC | OPERATING | $23,000 | |
| HAPPY HANDS EDUCATION CENTER INC | ||||||||
| 8801 S GARNETT RD | BROKEN ARROW | OK | 740126002 | NONE | PC | OPERATING | $500 | |
| HBA CHARITABLE FOUNDATION | ||||||||
| 11545 E 43RD ST | TULSA | OK | 741464202 | NONE | PC | PROGRAM | $70,000 | |
| HEALTH OUTREACH PREVENTION EDUCATION INC | ||||||||
| 3354 E 51ST ST | TULSA | OK | 741353512 | NONE | PC | OPERATING | $3,000 | |
| HEALTHY MINDS POLICY INITIATIVE | ||||||||
| 5310 E 31ST ST STE 300 | TULSA | OK | 74135 | NONE | PC | OPERATING | $10,000 | |
| HIS HOUSE MINISTRY INC DBA SHE BREWS COFFEE & TRANSITIONAL PROGRAM | ||||||||
| 2026 E FIRST STREET | TULSA | OK | 74104 | NONE | PC | PROGRAM | $15,000 | |
| HIV RESOURCE CONSORTIUM INC (DBA TULSA CARES) | ||||||||
| 3712 E 11TH ST | TULSA | OK | 741123952 | NONE | PC | GENERAL FUNDRAISING | $3,000 | |
| HOLLAND HALL SCHOOL | ||||||||
| 5666 E 81ST ST | TULSA | OK | 741372001 | NONE | PC | PROGRAM | $2,500 | |
| HOMELESS ALLIANCE | ||||||||
| 1724 NW 4TH ST | OKLAHOMA CITY | OK | 731062609 | NONE | PC | OPERATING | $2,500 | |
| HOSPICE OF GREEN COUNTRY | ||||||||
| 3501 SOUTH YALE AVENUE | TULSA | OK | 74135 | NONE | PC | GENERAL FUNDRAISING | $9,910 | |
| HUMBLE SONS BIKE CO DBA BIKE CLUB | ||||||||
| 1613 WEST LINCOLN PLACE | BROKEN ARROW | OK | 740120000 | NONE | PC | PROGRAM | $15,000 | |
| HUMBLE WARRIOR COLLECTIVE LTD | ||||||||
| 1216 E KENOSHA ST STE 186 | BROKEN ARROW | OK | 740122007 | NONE | PC | PROGRAM | $28,100 | |
| JAZZ AT ASPEN-SNOWMASS | ||||||||
| 110 E HALLAM ST STE 118 | ASPEN | CO | 816111460 | NONE | PC | GENERAL FUNDRAISING | $5,850 | |
| JOHN 316 MISSION | ||||||||
| 575 N 39TH WEST AVE | TULSA | OK | 741275028 | NONE | PC | CAPITAL | $402,500 | |
| JUDICIAL WATCH | ||||||||
| 425 THIRD STREET SW STE 800 | WASHINGTON | DC | 200243232 | NONE | PC | OPERATING | $1,000 | |
| LEADERSHIP OKLAHOMA INC | ||||||||
| 3037 NW 63RD ST STE W104 | OKLAHOMA CITY | OK | 731163637 | NONE | PC | OPERATING | $7,750 | |
| LIFE SENIOR SERVICES | ||||||||
| 5330 E 31ST ST STE 800 | TULSA | OK | 741355004 | NONE | PC | OPERATING | $30,000 | |
| LITTLE LIGHT HOUSE | ||||||||
| 5120 E 36TH STREET | TULSA | OK | 741350000 | NONE | PC | CAPITAL | $190,000 | |
| LIVING ARTS OF TULSA | ||||||||
| 307 E RECONCILIATION WAY | TULSA | OK | 74120 | NONE | PC | OPERATING | $3,000 | |
| MAKE A WISH FOUNDATION OF OKLAHOMA INC | ||||||||
| 1900 NW EXPRESSWAY STE 700 | OKLAHOMA CITY | OK | 731181821 | NONE | PC | PROGRAM | $20,000 | |
| MARY K OXLEY NATURE CENTER ASSOCIATION INC | ||||||||
| PO BOX 35812 | TULSA | OK | 741530000 | NONE | PC | OPERATING | $250 | |
| MEALS ON WHEELS OF METRO TULSA | ||||||||
| 5151 E 51ST ST | TULSA | OK | 741357430 | NONE | PC | OPERATING | $85,400 | |
| MODUS INC | ||||||||
| 1870 S BOULDER AVE | TULSA | OK | 741195234 | NONE | PC | CAPITAL/EQUIPMENT | $35,000 | |
| NEW YORK CENTER FOR ART & AWARENESS | ||||||||
| 4371 CAMINITO DEL | SAN DIEGO | CA | 921211966 | NONE | PC | YOGA TRAINING | $2,936 | |
| NEW YORK UNIVERSITY | ||||||||
| 547 LAGUARDIA PLACE | NEW YORK | NY | 10012 | NONE | PC | GENERAL FUNDRAISING | $3,000 | |
| OK MOZART INC | ||||||||
| 415 S DEWEY AVE | BARTLESVILLE | OK | 740033524 | NONE | PC | PROGRAM | $1,500 | |
| OKLAHOMA ALLIANCE FOR ANIMALS | ||||||||
| 7140 S 69TH EAST AVE | TULSA | OK | 741332711 | NONE | PC | OPERATING | $500 | |
| OKLAHOMA AQUARIUM FOUNDATION | ||||||||
| PO BOX 910 | JENKS | OK | 74037 | NONE | PC | CAPITAL/EQUIPMENT | $150,000 | |
| OKLAHOMA CENTER FOR NONPROFITS | ||||||||
| 701 N LINDSAY AVE | OKLAHOMA CITY | OK | 731045400 | NONE | PC | PROGRAM | $16,000 | |
| OKLAHOMA HALL OF FAME INC | ||||||||
| 1400 CLASSEN DR | OKLAHOMA CITY | OK | 73106 | NONE | PC | CAPITAL & OPERATING | $757,825 | |
| OKLAHOMA HOSPITALITY CLUB | ||||||||
| 3001 DRAKESTONE AVE | OKLAHOMA CITY | OK | 731204311 | NONE | PC | OPERATING | $500 | |
| OKLAHOMA MEDICAL RESEARCH FOUNDATION | ||||||||
| 825 NE 13TH ST | OKLAHOMA CITY | OK | 731045005 | NONE | PC | GENERAL FUNDRAISING | $11,500 | |
| OKLAHOMA WARRIORS HONOR FLIGHT | ||||||||
| PO BOX 375 | COLCORD | OK | 743380375 | NONE | PC | OPERATING | $10,000 | |
| OPERATION HOPE PRISON MINISTRY | ||||||||
| 739 N DENVER AVE STE A | TULSA | OK | 741060000 | NONE | PC | OPERATING | $500 | |
| OSU FOUNDATION | ||||||||
| 400 S MONROE ST | STILLWATER | OK | 740743322 | NONE | PC | PROGRAM | $255,500 | |
| OU FOUNDATION | ||||||||
| 100 TIMBERDELL ROAD | NORMAN | OK | 730195016 | NONE | PC | PROGRAM | $200,000 | |
| OWASSO COMMUNITY CHOIR CLUB | ||||||||
| PO BOX 2098 | OWASSO | OK | 740558898 | NONE | PC | OPERATING | $500 | |
| PARENT CHILD CENTER OF TULSA INC | ||||||||
| 1421 S BOSTON AVE | TULSA | OK | 741193607 | NONE | PC | PROGRAM | $45,000 | |
| PARISH OF CHRIST THE KING | ||||||||
| 1520 SOUTH ROCKFORD AVE | TULSA | OK | 74120 | NONE | PC | OPERATING | $5,000 | |
| PARKSIDE PSYCHIATRIC HOSPITAL & CLINIC | ||||||||
| 1620 E 12TH ST | TULSA | OK | 741205407 | NONE | PC | CAPITAL/EQUIPMENT | $20,000 | |
| PAUSE4PAWS INC | ||||||||
| 2032 UTICA SQ UNIT 52768 | TULSA | OK | 741521651 | NONE | PC | OPERATING | $11,000 | |
| PETS HELPING PEOPLE (PHP) | ||||||||
| 2234 E 56TH PL | TULSA | OK | 741056114 | NONE | PC | OPERATING | $15,500 | |
| PHILANTHROPY SOUTHWEST | ||||||||
| 3000 PEGASUS PARK DRIVE 706 | DALLAS | TX | 752476204 | NONE | PC | OPERATING | $3,850 | |
| RAISING THE WORLD | ||||||||
| 82 WALKERS HILL | TIVOLI | NY | 12583 | NONE | PC | OPERATING | $250 | |
| RESONANCE CENTER FOR WOMEN INC | ||||||||
| 1608 S ELWOOD AVE | TULSA | OK | 741194208 | NONE | PC | OPERATING | $20,000 | |
| RIVERFIELD COUNTRY DAY SCHOOL | ||||||||
| 2433 W 61ST ST | TULSA | OK | 741321912 | NONE | PC | OPERATING | $1,000 | |
| SAINT JOHN'S EPISCOPAL CHURCH | ||||||||
| 4200 S ATLANTA PL | TULSA | OK | 74105 | NONE | PC | GENERAL FUNDRAISING | $1,000 | |
| SANGHA INC | ||||||||
| 427 S BOSTON AVE STE 923 | TULSA | OK | 741036408 | NONE | PC | OPERATING | $30,000 | |
| SKIATOOK PAWS AND CLAWS | ||||||||
| PO BOX 1033 | SKIATOOK | OK | 740700000 | NONE | PC | OPERATING | $1,000 | |
| SOUTHERN JUSTICE LAW ENFORCEMENT MOTORCYCLE CLUB OKLAHOMA INC | ||||||||
| PO BOX 258 | SAPULPA | OK | 740670258 | NONE | PC | OPERATING | $500 | |
| ST JOHN HEALTH SYSTEM FOUNDATION INC | ||||||||
| 1923 S UTICA AVE DAVIS TOWER 2ND | TULSA | OK | 741046502 | NONE | PC | OPERATING | $3,000 | FLOOR |
| STAND 1ST FOUNDATION | ||||||||
| 9805 EAST TALALA TRAIL | TALALA | OK | 74080 | NONE | PC | PROGRAM | $10,000 | |
| STAND IN THE GAP MINISTRIES INC | ||||||||
| 3909 S HARVARD AVE | TULSA | OK | 741354654 | NONE | PC | OPERATING | $10,000 | |
| STREET SCHOOL INC | ||||||||
| 1135 S YALE AVE | TULSA | OK | 741125342 | NONE | PC | GENERAL FUNDRAISING | $2,500 | |
| TANZANIAN CHILDREN'S FUND INC | ||||||||
| 14 ALBERTA TERRACE UNIT 1 | CAMBRIDGE | MA | 021400000 | NONE | PC | OPERATING | $2,500 | |
| THE ARC OF OKLAHOMA INC | ||||||||
| 2516 EAST 71ST STREET STE A | TULSA | OK | 741365531 | NONE | PC | OPERATING | $15,000 | |
| THE CENTER FOR INDIVIDUALS WITH PHYSICAL CHALLENGES LTD | ||||||||
| 815 S UTICA AVE | TULSA | OK | 741043612 | NONE | PC | CAPITAL & OPERATING | $286,500 | |
| THE CHURCH STUDIO MUSIC FOUNDATION | ||||||||
| 304 SOUTH TRENTON AVE | TULSA | OK | 74120 | NONE | PC | PROGRAM | $35,000 | |
| THE COMMON GOOD INC | ||||||||
| PO BOX 35732 | TULSA | OK | 741530732 | NONE | PC | PROGRAM | $3,000 | |
| THE PENCIL BOX | ||||||||
| 2435 SOUTHWEST BLVD | TULSA | OK | 741072726 | NONE | PC | OPERATING | $10,000 | |
| THE SALVATION ARMY | ||||||||
| 1424 NORTHEAST EXPY NE | BROOKHAVEN | GA | 303292018 | NONE | PC | PROGRAM | $15,000 | |
| THE SPRING SHELTER | ||||||||
| PO BOX 1588 | SAND SPRINGS | OK | 74063 | NONE | PC | CAPITAL/EQUIPMENT | $35,000 | |
| TRINITY WOODS INC | ||||||||
| 4134 E 31ST ST | TULSA | OK | 74135 | NONE | PC | PROGRAM | $20,000 | |
| TULSA AIR AND SPACE MUSEUM | ||||||||
| 3624 N 74TH EAST AVENUE | TULSA | OK | 741150000 | NONE | PC | GENERAL FUNDRAISING | $2,500 | |
| 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 | CAPITAL/EQUIPMENT | $300,000 | |
| TULSA BOTANIC GARDEN | ||||||||
| 3900 TULSA BOTANIC DR | TULSA | OK | 741276002 | NONE | PC | OPERATING | $25,000 | |
| TULSA BOYS' HOME | ||||||||
| PO BOX 1101 | TULSA | OK | 741011101 | NONE | PC | OPERATING | $2,000 | |
| TULSA CHILDREN'S MUSEUM | ||||||||
| 3123 RIVERSIDE DR | TULSA | OK | 741052511 | NONE | PC | PROGRAM | $405,000 | |
| TULSA COMMUNITY COLLEGE FOUNDATION | ||||||||
| 909 S BOSTON AVE | TULSA | OK | 74119 | NONE | PC | PROGRAM | $50,000 | |
| TULSA COMMUNITY FOUNDATION | ||||||||
| 7030 S YALE AVE STE 600 | TULSA | OK | 74136 | NONE | PC | PROGRAM | $5,350 | |
| TULSA DAY CENTER INC | ||||||||
| 415 W ARCHER ST | TULSA | OK | 741031807 | NONE | PC | GENERAL FUNDRAISING | $20,600 | |
| 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 | CAPITAL/EQUIPMENT | $63,000 | |
| TULSA GIRLS ART SCHOOL | ||||||||
| 2202 E ADMIRAL BLVD | TULSA | OK | 741105211 | NONE | PC | OPERATING | $10,000 | |
| TULSA HISTORICAL SOCIETY | ||||||||
| 2445 SOUTH PEORIA AVENUE | TULSA | OK | 741140000 | NONE | PC | GENERAL FUNDRAISING | $22,000 | |
| TULSA LIBRARY TRUST | ||||||||
| PO BOX 1319 | TULSA | OK | 74101 | NONE | PC | CAPITAL/EQUIPMENT | $500,000 | |
| 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 | 741101419 | NONE | PC | PROGRAM | $20,000 | |
| TULSA ZOO MANAGEMENT INC | ||||||||
| 6421 EAST 36TH STREET NORTH | TULSA | OK | 74115 | NONE | PC | CAPITAL & GENERAL FUNDRAISING | $480,975 | |
| 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 | $15,000 | |
| WEST SIDE ALLIANCE SOCCER CLUB INC | ||||||||
| 5214 GREENAN DR | SAND SPRINGS | OK | 740633325 | NONE | PC | OPERATING | $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 | 741079431 | NONE | PC | CAPITAL/EQUIPMENT | $21,500 | |
| YOUTH SERVICES OF TULSA INC | ||||||||
| 311 S MADISON AVE | TULSA | OK | 741203208 | NONE | PC | PROGRAM | $26,000 | |
| SHIELD616 | ||||||||
| 13395 VOYAGER PKWY STE 130 516 | COLORADO SPRINGS | CO | 80921 | NONE | PC | PROGRAM | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,270,576 | 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 | $578,285 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,950,296 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$713,202 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM RELATED INVESTMENT INTEREST INCOME | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $56,124 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,871,503 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,871,503 | 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 | $6,340,487 | Yes (X) | Yes (X) |
| MICHELLE HARDESTY | |||||||
| 2 | 4141 N MEMORIAL DRIVE | TULSA | OK | 74115 | $616,000 | Yes (X) | |
| DEBORA HARDESTY CRISTO | |||||||
| 3 | 4141 N MEMORIAL DRIVE | TULSA | OK | 74115 | $163,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | PACCAR STOCK | NoncashPropertyDesc |
| Fair Market Value | $4,280,487 | FairMarketValueAmt |
| Received | 2023-12-27 | ReceivedDt |
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 | $4,335 | PriorYearDepreciationAmt |
| Computation Method | SL | ComputationMethodTxt |
| Life | 7.000000000000 | LifeRt |
| Current Year Expense | $1,051 | CurrentYearExpenseAmt |
| Net Investment Income | $1,051 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (29 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1100000 SHS CAPITAL ONE FINL CORP NOTE | $1,063,022 | $1,097,987 |
| 1130000 SHS FIRST HORIZON CORPORATION NOTE | $1,077,557 | $1,123,695 |
| 2367000 SHS CITIGROUP INC NOTE | $2,383,611 | $2,377,415 |
| 1000000 SHS SYSCO CORP NOTE CALL MAKE WHOLE | $964,500 | $991,850 |
| 11429000 SHS KEYCORP SER O MTN | $10,865,550 | $11,351,626 |
| 3000000 SHS ALLY FINL INC NOTE | $2,943,656 | $3,012,930 |
| 6375000 SHS MANUFACTURERS & TRADERS TR CO NOTE | $6,228,638 | $6,407,130 |
| 1000000 SHS KEYBANK NATIONAL ASSOCIATION MTN | $974,720 | $997,970 |
| 6327000 SHS CITIZENS BK NA PROVIDENCE RI MTN | $5,860,320 | $6,244,939 |
| 3000000 SHS FORD MOTOR CREDIT COMPANY NOTE | $2,629,506 | $2,874,210 |
| 4000000 SHS ALLY FINL INC NOTE CALL MAKE WHOLE | $4,063,162 | $4,235,080 |
| 1000000 SHS KEYBANK NATIONAL ASSOCIATION NOTE | $967,470 | $1,028,320 |
| 2044000 SHS TARGA RES PARTNERS / TARGA RES NOTE | $2,071,105 | $2,034,127 |
| 5000000 SHS SYNOVUS BK COLUMBUS GA NOTE | $4,848,520 | $5,032,750 |
| 1500000 SHS REGIONS FINANCIAL CORP NEW NOTE | $1,222,935 | $1,350,435 |
| 2750000 SHS OCCIDENTAL PETE CORP NOTE CALL MAKE WHOLE | $2,450,273 | $2,542,595 |
| 6100000 SHS M&T BK CORP SER A MTN | $6,388,381 | $6,580,741 |
| 2000000 SHS UNITED RENTALS NORTH AMER INC NOTE | $1,975,020 | $1,975,500 |
| 10000000 SHS COMERICA INC NOTE CALL MAKE WHOLE | $9,900,006 | $10,207,400 |
| 5000000 SHS FORD MTR CO NOTE CALL MAKE WHOLE | $5,580,434 | $5,855,750 |
| 5000000 SHS BOEING CO NOTE CALL MAKE WHOLE | $4,762,520 | $4,978,500 |
| 2000000 SHS UNITED RENTALS NORTH AMER INC NOTE | $1,857,520 | $1,854,520 |
| 5000000 SHS FORD MOTOR CO NOTE | $5,144,564 | $5,483,900 |
| 3000000 SHS CAPITAL ONE FINL CORP NOTE | $3,113,372 | $3,354,060 |
| 2885000 SHS DISCOVER FINL SVCS NOTE | $3,003,674 | $3,141,015 |
| 5000000 SHS HCA INC. NOTE CALL MAKE WHOLE | $4,987,870 | $4,994,900 |
| 5000000 SHS OCCIDENTAL PETE CORP NOTE CALL MAKE WHOLE | $4,936,420 | $4,971,700 |
| 500000 SHS DISCOVER FINL SVCS NOTE | $523,422 | $582,525 |
| ACCRUED INTEREST | $0 | $1,100,785 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 20753 SHS CONOCOPHILLIPS COM (COP) | $2,269,453 | $2,248,380 |
| 7618 SHS ONEOK INC COM USD0.01 (OKE) | $284,315 | $865,405 |
| 44300 SHS PACCAR INC COM USD1.00 (PCAR) | $4,280,487 | $5,183,100 |
| 930 SHS VALERO ENERGY CORP COM (VLO) | $60,318 | $129,344 |
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 | $1,403,300 | BookValueAmt |
| EOYFMV | $1,403,300 | 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 | $5,386 | AccumulatedDepreciationAmt |
| Book Value | $1,968 | BookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK FEES | $1,579 | $0 | $0 | $1,579 |
| BOARD MEETING EXPENSE | $969 | $0 | $0 | $969 |
| BUSINESS MEALS | $16,129 | $0 | $0 | $16,129 |
| COMPUTER/PRINTER | $58,270 | $32,090 | $0 | $26,180 |
| CPE TRAINING | $2,349 | $2,349 | $0 | $0 |
| DIRECT CHARITY EXPENSE | $6,980 | $0 | $0 | $6,980 |
| DUES | $1,667 | $1,175 | $0 | $492 |
| INSURANCE | $625 | $0 | $0 | $625 |
| MISCELLANEOUS EXPENSE | $530 | $0 | $0 | $530 |
| OFFICE SUPPLIES | $975 | $113 | $0 | $862 |
| POSTAGE | $73 | $0 | $0 | $73 |
| TELEPHONE | $1,584 | $0 | $0 | $1,584 |
| TRAINING EXPENSE | $1,473 | $0 | $0 | $1,473 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM RELATED INVESTMENT INTEREST INCOME | Desc |
| Revenue And Expenses Per Books | $56,124 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $56,124 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BROKER FEES | $34,179 | $34,179 | $0 | $0 |
| PROFESSIONAL FEES | $4,100 | $0 | $0 | $4,100 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $140,706 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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