HARDESTY FAMILY FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- HARDESTY FAMILY FOUNDATION INC (EIN 20-4094088)
- Tax period
- 2021-12-01 to 2022-11-30
- Filed
- 2023-02-15
- IRS object ID
- 202300469349100515
- Schema version
- 2021v4.2
- 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
- Expenditure Responsibility Stmt
- 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 | 2023-02-15T10:13:45-06:00 | ReturnTs |
| Tax Period End | 2022-11-30 | 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 | 2021-12-01 | 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 | 2023-02-10 | 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 |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ASHLEY M FOGLE | PreparerPersonNm |
| PTIN | P01258800 | PTIN |
| Phone | 9187452333 | PhoneNum |
| Preparation | 2023-02-08 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-03-07 01:45:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $129,378,566 | 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 | $2,329,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $84,832 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $84,832 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $3,853,213 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,853,213 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$437,672 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $42,583,909 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $75,000 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $75,000 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $5,904,373 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,013,045 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $115,950 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $3,479 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $112,471 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $218,505 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $107,702 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $110,803 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $650 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $650 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $142,246 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $137,846 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $4,400 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $50,666 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,666 | 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 | $12,872 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $12,872 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $5,163 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $2,293 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,870 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $72,206 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $29,178 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $43,028 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $619,309 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $299,087 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $274,222 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,112,933 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,112,933 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,732,242 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $299,087 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,387,155 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$827,869 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,713,958 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $18,378 | CashBOYAmt |
| Cash EOY | $42,402 | CashEOYAmt |
| Cash EOYFMV | $42,402 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $55,385,395 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $8,669,263 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $8,669,263 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers BOY | $6,300 | RcvblFromOfficersBOYAmt |
| Prepaid Expenses EOY | $14,601 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $14,601 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $15,253,400 | CorporateStockBOYAmt |
| Corporate Stock EOY | $61,451,931 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $57,428,527 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $61,551,250 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $61,213,431 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $61,719,703 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,500,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,500,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,500,000 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $7,354 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,284 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $5,121 | LandBOYAmt |
| Land EOY | $4,070 | LandEOYAmt |
| Land EOYFMV | $4,070 | LandEOYFMVAmt |
| Total Assets BOY | $133,719,844 | TotalAssetsBOYAmt |
| Total Assets EOY | $132,895,698 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $129,378,566 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $2,681 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $6,404 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $2,681 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,404 | 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 | $74,717,163 | RetainedEarningBOYAmt |
| Retained Earning EOY | $73,889,294 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $133,717,163 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $132,889,294 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $133,719,844 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $132,895,698 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $133,717,163 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$827,869 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $132,889,294 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $132,889,294 | 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 | $42,583,909 | GrossSalesPriceAmt |
| Cost Or Other Basis | $43,021,581 | CostOrOtherBasisAmt |
| Gain Or Loss | -$437,672 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$437,672 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$437,672 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $51,624 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $51,624 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $51,624 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $88,000 | 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 | $88,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $36,376 | OverpaymentAmt |
| Applied To ES Tax | $36,376 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 | $106,150 | $9,800 | $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 | $89,636 | $17,706 | $0 |
| DANA WILKES | ||||||||
| 4141 N MEMORIAL DRIVE | TULSA | OK | 74115 | PROGRAM MANAGER | 40.00 | $84,415 | $6,327 | $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) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $118,021,871 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $14,614,603 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $20,250 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $132,656,724 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $132,656,724 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,989,851 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $130,666,873 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,533,344 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,533,344 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $51,624 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $51,624 | TotalTaxAmt |
| Distributable Before Adj | $6,481,720 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,481,720 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $6,481,720 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,387,155 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $6,387,155 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,481,720 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $6,264,925 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,387,155 | QualifyingDistributionsAmt |
| Applied To Year1 | $6,264,925 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $122,230 | 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 | $6,359,490 | 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 (93 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 12 & 12 INC | |||||||
| 6333 E SKELLY DR | TULSA | OK | 741356106 | NONE | PC | GENERAL FUNDRAISING | $500 |
| 1ST STEP MALE DIVERSION PROGRAM | |||||||
| 1516 S BOSTON AVE STE 115 | TULSA | OK | 741194055 | NONE | PC | OPERATING | $25,000 |
| 501TECH | |||||||
| 7030 S YALE AVE STE 600 | TULSA | OK | 741365749 | NONE | PC | OPERATING | $20,000 |
| A NEW LEAF INC | |||||||
| PO BOX 2370 | OWASSO | OK | 74055 | NONE | PC | OPERATING | $15,000 |
| ALZHEIMER'S ASSOCIATIONOKLAHOMA CHAPTER | |||||||
| 6660 S SHERIDAN RD SUITE 202 | TULSA | OK | 74133 | NONE | PC | GENERAL FUNDRAISING | $2,500 |
| ARTS ALLIANCE TULSA INC | |||||||
| 203 N MAIN STREET - SUITE | TULSA | OK | 741032005 | NONE | PC | OPERATING | $15,000 |
| ASCENSION ST JOHN FOUNDATION | |||||||
| 1923 S UTICA AVE | TULSA | OK | 741046502 | NONE | PC | OPERATING | $100,000 |
| ASPEN CENTER FOR ENVIRONMENTAL STUDIES | |||||||
| 100 PUPPY SMITH ST | ASPEN | CO | 816111451 | NONE | PC | OPERATING | $100 |
| ASSISTANCE LEAGUE OF TULSA | |||||||
| 5350 E 31ST ST | TULSA | OK | 741355008 | NONE | PC | CAPITAL/EQUIPMENT | $30,000 |
| BEHEARD MOVEMENT INC | |||||||
| 5605 S 93RD EAST AVE | TULSA | OK | 74145 | NONE | PC | PROGRAM | $10,000 |
| BISHOP KELLEY HIGH SCHOOL | |||||||
| 3905 SOUTH HUDSON AVE | TULSA | OK | 741355699 | NONE | PC | OPERATING | $250 |
| BRADY CRAFT INC DBA 108 CONTEMPORARY | |||||||
| 108 E RECONCILIATION WAY | TULSA | OK | 741037813 | NONE | PC | PROGRAM | $15,000 |
| BRISTOW BARNYARD FARM AND DOMESTIC ANIMAL RESCUE | |||||||
| 39472 W 201ST ST S | BRISTOW | OK | 740108805 | NONE | PC | OPERATING | $500 |
| CLAREHOUSE INC | |||||||
| 7617 S MINGO RD | TULSA | OK | 741333334 | NONE | PC | OPERATING | $15,300 |
| COMMUNITY HIGHERED INSTITUTE | |||||||
| 4242 S SHERIDAN RD | TULSA | OK | 74145 | NONE | PC | PROGRAM | $2,500 |
| CORNERSTONE CHRISTIAN ACADEMY | |||||||
| 7770 WHIRLPOOL DRIVE | SPERRY | OK | 74073 | 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 | CLAREMORE | OK | 74017 | NONE | PC | OPERATING | $500 |
| EASTERN OKLAHOMA DONATED DENTAL SERVICES | |||||||
| 9810 E 42ND ST STE 210 | TULSA | OK | 741463600 | NONE | PC | OPERATING | $60,000 |
| FAB LAB TULSA | |||||||
| 501 S LEWIS AVE | TULSA | OK | 741042815 | NONE | PC | OPERATING | $40,000 |
| FAMILY & CHILDREN'S SERVICES | |||||||
| 5310 E 31ST STREET SUITE 800 | TULSA | OK | 741355018 | NONE | PC | PROGRAM | $42,500 |
| FAMILY SAFETY CENTER | |||||||
| 600 CIVIC CENTER | TULSA | OK | 741033829 | NONE | PC | CAPITAL/EQUIPMENT | $1,500,000 |
| FIRST METHODIST CHURCH | |||||||
| 1115 S BOULDER AVE | TULSA | OK | 74119 | NONE | PC | OPERATING | $5,000 |
| FOOD ON THE MOVE INC | |||||||
| 1151 S ELGIN AVE | TULSA | OK | 741204241 | NONE | PC | CAPITAL/EQUIPMENT | $500,000 |
| FRIENDS OF AMERICAN SONG ARCHIVES | |||||||
| 203 N MAIN ST 217 | TULSA | OK | 74103 | NONE | PC | OPERATING | $20,000 |
| 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 | $30,000 |
| GOOD SAMARITAN HEALTH SERVICES | |||||||
| PO BOX 1191 | TULSA | OK | 741011191 | NONE | PC | OPERATING | $10,000 |
| GOODWILL INDUSTRIES OF TULSA INC | |||||||
| 2800 SOUTHWEST BLVD | TULSA | OK | 74107 | NONE | PC | PROGRAM | $20,000 |
| GRAND LAKE MENTAL HEALTH CENTER INC | |||||||
| 6333 EAST SKELLY DR | TULSA | OK | 74135 | NONE | PC | PROGRAM | $30,000 |
| GREEN COUNTRY HABITAT FOR HUMANITY | |||||||
| 6235 E 13TH ST | TULSA | OK | 741125411 | NONE | PC | OPERATING | $1,000 |
| HBA CHARITABLE FOUNDATION | |||||||
| 11545 E 43RD STREET | TULSA | OK | 74146 | NONE | PC | PROGRAM | $43,600 |
| HIS HOUSE MINISTRY INC DBA SHE BREWS COFFEE & TRANSITIONAL PROGRAM | |||||||
| PO BOX 2040 | CLAREMORE | OK | 74018 | NONE | PC | CAPITAL/EQUIPMENT | $50,000 |
| HIV RESOURCE CONSORTIUM INC (DBA TULSA CARES) | |||||||
| 3712 E 11TH ST | TULSA | OK | 741123952 | NONE | PC | CAPITAL/EQUIPMENT | $100,000 |
| HOMELESS ALLIANCE | |||||||
| 1724 NW 4TH ST | OKLAHOMA CITY | OK | 73106 | NONE | PC | OPERATING | $20,000 |
| HUMBLE WARRIOR COLLECTIVE LTD | |||||||
| 114 W COMMERCIAL ST | BROKEN ARROW | OK | 74012 | NONE | PC | PROGRAM | $17,500 |
| JAZZ AT ASPEN-SNOWMASS | |||||||
| 110 E HALLAM ST STE 104 | ASPEN | CO | 816111461 | NONE | PC | GENERAL FUNDRAISING | $5,650 |
| JOHN 316 MISSION | |||||||
| 575 N 39TH WEST AVE | TULSA | OK | 741275028 | NONE | PC | CAPITAL & OPERATING | $115,000 |
| JOY IN THE CAUSE | |||||||
| 5550 S GARNETT ROAD 300 | TULSA | OK | 741466831 | NONE | PC | OPERATING | $15,000 |
| JUDICIAL WATCH | |||||||
| 425 THIRD STREET SW STE | WASHINGTON | DC | 200243232 | NONE | PC | OPERATING | $1,500 |
| JUNIOR LEAGUE OF TULSA | |||||||
| 3633 S YALE AVE | TULSA | OK | 741355535 | NONE | PC | GENERAL FUNDRAISING | $1,000 |
| KIDS AGAINST HUNGER GLOBAL | |||||||
| PO BOX 702562 | TULSA | OK | 74170 | NONE | PC | OPERATING | $1,000 |
| LEADERSHIP OKLAHOMA INC | |||||||
| 3037 NW 63RD ST STE W104 | OKLAHOMA CITY | OK | 731163637 | NONE | PC | OPERATING | $10,000 |
| LEADERSHIP TULSA | |||||||
| 1151 S ELGIN AVE | TULSA | OK | 741204241 | NONE | PC | OPERATING | $15,000 |
| LIFE SENIOR SERVICES | |||||||
| 5330 E 31ST ST STE 800 | TULSA | OK | 741355004 | NONE | PC | CAPITAL/EQUIPMENT | $500,000 |
| MEALS ON WHEELS OF METRO TULSA | |||||||
| 5151 E 51ST ST | TULSA | OK | 74135 | NONE | PC | OPERATING | $200,000 |
| MENTAL HEALTH ASSOCIATION OKLAHOMA | |||||||
| 5330 EAST 31ST STREET | TULSA | OK | 741355076 | NONE | PC | PROGRAM | $450,000 |
| OK MOZART INC | |||||||
| 415 S DEWEY AVE STE | BARTLESVILLE | OK | 74003 | NONE | PC | PROGRAM | $500 |
| OKLAHOMA AQUARIUM FOUNDATION | |||||||
| PO BOX 1443 | JENKS | OK | 740371443 | NONE | PC | GENERAL FUNDRAISING | $2,500 |
| OKLAHOMA CENTER FOR NONPROFITS | |||||||
| 720 W WILSHIRE BLVD STE 115 | OKLAHOMA CITY | OK | 73116 | NONE | PC | OPERATING | $35,000 |
| OKLAHOMA HALL OF FAME INC | |||||||
| 1400 CLASSEN DR | OKLAHOMA CITY | OK | 731066614 | NONE | PC | GENERAL FUNDRAISING | $5,150 |
| OKLAHOMA MEDICAL RESEARCH FOUNDATION | |||||||
| 825 NE 13TH ST | OKLAHOMA CITY | OK | 731045005 | NONE | PC | GENERAL FUNDRAISING | $10,000 |
| OKLAHOMA WARRIORS HONOR FLIGHT | |||||||
| PO BOX 375 | COLCORD | OK | 74338 | NONE | PC | OPERATING | $10,000 |
| ONE TULSA INC | |||||||
| 101 N GREENWOOD AVE SUITE 131 | TULSA | OK | 741201444 | NONE | PC | OPERATING | $1,000 |
| OU FOUNDATION | |||||||
| 100 TIMBERDELL ROAD | NORMAN | OK | 73019 | NONE | PC | PROGRAM | $200,000 |
| OUTSIDERS HOUSE MUSEUM ASSOCIATION | |||||||
| 1811 S BALTIMORE AVE STE | TULSA | OK | 741195272 | NONE | PC | OPERATING | $2,500 |
| 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 | $25,000 |
| PARISH OF CHRIST THE KING | |||||||
| 1520 SOUTH ROCKFORD AVE | TULSA | OK | 74120 | NONE | PC | OPERATING | $5,000 |
| PAUSE4PAWS INC | |||||||
| 2032 UTICA SQUARE BOX 52768 | TULSA | OK | 74152 | NONE | PC | OPERATING | $5,500 |
| PETS HELPING PEOPLE | |||||||
| 2234 E 56TH PL | TULSA | OK | 741056114 | NONE | PC | OPERATING | $25,000 |
| PHILANTHROPY SOUTHWEST | |||||||
| 1910 PACIFIC AVE STE 13500 | DALLAS | TX | 752014598 | NONE | PC | OPERATING | $3,850 |
| PHILOS HOSPITALITY INC | |||||||
| 1135 S VICTOR AVE | TULSA | OK | 741043821 | NONE | PC | OPERATING | $500 |
| PLANNED PARENTHOOD GREAT PLAINS | |||||||
| 4401 W 109TH STREET SUITE 200 | OVERLAND PARK | KS | 662111303 | NONE | PC | PROGRAM | $35,000 |
| SANGHA INC | |||||||
| 427 SOUTH BOSTON AVENUE 923 | TULSA | OK | 741373646 | NONE | PC | OPERATING | $20,000 |
| SPECIAL OLYMPICS OKLAHOMA INC | |||||||
| 6835 S CANTON AVE | TULSA | OK | 741363433 | NONE | PC | OPERATING | $1,000 |
| ST JOHN BAPTIST CHURCH | |||||||
| 1802 N TROOST AVE | TULSA | OK | 74106 | NONE | PC | CAPITAL/EQUIPMENT | $5,000 |
| ST JOSEPH MONASTERYCONGREGATION OF BENEDICTINE SISTERS OF THE SACRED HEART | |||||||
| 2200 SOUTH LEWIS AVENUE | TULSA | OK | 74114 | NONE | PC | OPERATING | $100 |
| STAND IN THE GAP INC | |||||||
| 3939 S HARVARD AVE SUITE 120 | TULSA | OK | 741354654 | NONE | PC | OPERATING | $10,000 |
| TANZANIAN CHILDREN'S FUND INC | |||||||
| 14 ALBERTA TERRACE UNIT 1 | CAMBRIDGE | MA | 02140 | NONE | PC | OPERATING | $2,500 |
| THE ARC OF OKLAHOMA INC | |||||||
| 2516 EAST 71ST STREET STE A | TULSA | OK | 741365531 | NONE | PC | GENERAL FUNDRAISING | $2,500 |
| THE CENTER FOR INDIVIDUALS WITH PHYSICAL CHALLENGES LTD | |||||||
| 815 S UTICA AVENUE | TULSA | OK | 741043612 | NONE | PC | OPERATING | $50,950 |
| THE CHURCH STUDIO MUSIC FOUNDATION | |||||||
| 2210 S MAIN ST | TULSA | OK | 741141100 | NONE | PC | OPERATING | $35,000 |
| THE PENCIL BOX | |||||||
| 2002 E 6TH ST | TULSA | OK | 741043223 | NONE | PC | OPERATING | $10,000 |
| THE SALVATION ARMY | |||||||
| 924 S HUDSON AVE | TULSA | OK | 74112 | NONE | PC | PROGRAM | $5,000 |
| TRINITY WOODS FORMERLY OKLAHOMA METHODIST MANOR INC | |||||||
| 4134 E 31ST ST | TULSA | OK | 741351511 | NONE | PC | PROGRAM | $15,000 |
| TULSA AIR AND SPACE MUSEUM | |||||||
| 3624 N 74TH EAST AVE | TULSA | OK | 741153622 | NONE | PC | GENERAL FUNDRAISING | $2,500 |
| TULSA AREA UNITED WAY | |||||||
| 1430 S BOULDER AVE | TULSA | OK | 741193604 | NONE | PC | OPERATING | $45,000 |
| TULSA BALLET THEATER INC | |||||||
| 1212 EAST 46TH PLACE SOUTH | TULSA | OK | 74105 | NONE | PC | CAPITAL & OPERATING | $251,500 |
| TULSA COMMUNITY COLLEGE FOUNDATION | |||||||
| 6111 E SKELLY DRIVE SUITE 605 | TULSA | OK | 74135 | NONE | PC | CAPITAL/EQUIPMENT | $50,000 |
| TULSA COMMUNITY FOUNDATION | |||||||
| 7030 S YALE AVE STE 600 | TULSA | OK | 741365749 | NONE | PC | PROGRAM | $2,850 |
| TULSA DAY CENTER INC | |||||||
| 415 WEST ARCHER | TULSA | OK | 74103 | NONE | PC | OPERATING | $25,000 |
| 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 & EQUIPMENT | $22,500 |
| TULSA GIRLS ART SCHOOL | |||||||
| 2202 E ADMIRAL BLVD | TULSA | OK | 741105211 | NONE | PC | OPERATING | $10,000 |
| TULSA OPERA INC | |||||||
| 1610 S BOULDER AVE | TULSA | OK | 741194408 | NONE | PC | PROGRAM | $2,500 |
| TULSA POLICE DEPARTMENT | |||||||
| 600 CIVIC CENTER | TULSA | OK | 74103 | NONE | GOV | CAPITAL/EQUIPMENT | $1,000,000 |
| TULSA ZOO MANAGEMENT INC | |||||||
| 6421 E 36TH ST N | TULSA | OK | 741152121 | NONE | PC | GENERAL FUNDRAISING | $34,059 |
| USA BMX FOUNDATION | |||||||
| 490 N LANSING AVE | TULSA | OK | 74120 | NONE | PC | GENERAL FUNDRAISING | $12,574 |
| VOLUNTEERS OF AMERICA INC | |||||||
| 9605 E 61ST STREET | TULSA | OK | 74133 | 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 |
| YOUTH SERVICES OF TULSA INC | |||||||
| 311 S MADISON AVE | TULSA | OK | 74120 | NONE | PC | PROGRAM | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,112,933 | 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 | $84,832 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,853,213 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$437,672 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM RELATED INVESTMENT INTEREST INCOME | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $75,000 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,575,373 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,575,373 | 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 |
|---|---|---|---|---|---|---|
| F ROGER HARDESTY | ||||||
| 1 | 4141 N MEMORIAL DRIVE | TULSA | OK | 74115 | $2,075,000 | Yes (X) |
| MICHELLE HARDESTY FAMILY LLC | ||||||
| 2 | 4141 N MEMORIAL DRIVE | TULSA | OK | 74115 | $170,000 | Yes (X) |
| DEBORA HARDESTY CRISTO FAMILY LLC | ||||||
| 3 | 4141 N MEMORIAL DRIVE | TULSA | OK | 74115 | $84,000 | Yes (X) |
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 | $2,233 | 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 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TULSA POLICE DEPARTMENT | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1211 W 36TH STREET NORTH | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74127 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2022-11-08 | GrantDt |
| Grant | $1,000,000 | GrantAmt |
| Purpose Of Grant | THE TPD IS BUILDING A NEW HELICOPTER HANGAR WHICH WILL BE LOCATED AT 6066 E. 66 STREET N, TULSA, OK ON THE TPD, TRAINING DIVISION PROPERTY. THE NEW HANGAR WILL NOT ONLY HOUSE THE HELICOPTERS AND OTHER CITY ASSETS, BUT WILL INCLUDE A SPACE FOR THE PERSONNEL WHO ARE IN THE AIR SUPPORT UNIT OF TPD. THE NEW HANGAR WILL BE NEARLY 9600 SQ. FT. WITH AN ATTACHED OFFICE SPACE OF AN ADDITIONAL 2400 SQ. FT. THE FUNDING FOR THE PROJECT WILL INCLUDE OFFICE AND BUILDING FURNITURE, A 2-TON CRANE FOR HELICOPTER MAINTENANCE, A 10,000-GALLON FUEL TANK, FULL KITCHEN, AND TWO SEPARATE LOCKER ROOMS WITH SHOWERS. | PurposeOfGrantTxt |
| Expended By Grantee | $0 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NONE | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | 1/6/2023 AND ONGOING | DatesOfReportsByGranteeTxt |
| Results Of Verification | TPD SUBMITTED AN UPDATE ON 1/6/2023 STATING THAT THEY HAVE COMPLETED THE FUNDING NEEDS FOR THE CONSTRUCTION OF THE HANGAR. THEY ARE IN THE PROCESS OF COMPLETING THE CONSTRUCTION DIAGRAMS AND WRITING UP THE BID SPECIFICATIONS. TO THE KNOWLEDGE OF THE HARDESTY FAMILY FOUNDATION, NO FUNDS HAVE BEEN DIVERTED TO ANY ACTIVITY OTHER THAN THE ACTIVITY FOR WHICH THE GRANT WAS ORIGINALLY MADE.GROUNDBREAKING OF THE NEW HANGAR WILL OCCUR IN 2023 AND CONSTRUCTION WILL TAKE 9 TO 11 MONTHS. THE HARDESTY FAMILY FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE. | ResultsOfVerificationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (27 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 5000000 SHS CONOCOPHILLIPS CO | $4,467,168 | $4,879,125 |
| 5000000 SHS LLOYDS BANKING GROUP PLC | $4,958,885 | $4,848,000 |
| 2000000 SHS LLOYDS BANKING GROUP | $1,974,700 | $1,951,380 |
| 1000000 SHS SYSCO CORPORATION | $964,500 | $969,230 |
| 2044000 SHS TARGA RESOURCES PART | $2,080,763 | $1,936,138 |
| 5000000 SHS NATWEST GROUP PLC | $5,002,222 | $5,005,425 |
| 280000 SHS PLAINS ALL AMERICAN PIPELINE LP | $273,116 | $278,919 |
| 3000000 SHS WELLS FARGO & CO | $2,926,582 | $2,990,400 |
| 153000 SHS KINDER MORGAN ENERGY PARTNERS LP | $153,115 | $152,449 |
| 1415000 SHS GOLDMAN SACHS GROUP INC | $1,378,422 | $1,410,168 |
| 200000 SHS NATWEST GROUP PLC | $200,409 | $199,633 |
| 328000 SHS EVERNORTH HEALTH INC | $328,031 | $323,951 |
| 2367000 SHS CITIGROUP INC | $2,423,422 | $2,404,943 |
| 61000 SHS KINDER MORGAN ENERGY PARTNERS LP | $61,168 | $60,269 |
| 6000000 SHS FORD MOTOR CREDIT CO LLC | $5,891,012 | $5,829,720 |
| 44000 SHS ABBOTT LABORATORIES | $44,191 | $43,430 |
| 274000 SHS WARNER MEDIA LLC | $276,940 | $268,287 |
| 280000 SHS NATWEST GROUP PLC | $280,749 | $279,145 |
| 5000000 SHS BOEING CO | $4,759,856 | $4,773,950 |
| 2700000 SHS ENERGY TRANSFER LP | $2,629,806 | $2,636,834 |
| 1150000 SHS WARNER MEDIA LLC | $1,139,661 | $1,111,855 |
| 420000 SHS WILLIAMS COS INC | $413,712 | $415,699 |
| 11000000 SHS HUMANA INC | $10,969,267 | $10,785,500 |
| 1000000 SHS GOLDMAN SACHS GROUP INC | $1,002,432 | $1,011,480 |
| 5111000 SHS ONEOK INC | $5,112,553 | $5,180,407 |
| 1500000 SHS ROYAL BK SCOTLND | $1,500,749 | $1,480,065 |
| ACCRUED INTEREST | $0 | $493,301 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (40 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 10641 SHS VALERO ENERGY CP DELA NEW | $882,653 | $1,421,850 |
| 21228 SHS DELTA AIR LINES INC NEW | $827,172 | $750,834 |
| 1467 SHS BROADCOM INC | $809,107 | $808,361 |
| 14696 SHS BRISTOL MYERS SQUIBB CO | $945,736 | $1,179,795 |
| 4793 SHS APPLE INC | $722,674 | $709,508 |
| 12581 SHS APOLLO GLOBAL MGMT INC CL A | $748,827 | $872,996 |
| 3640 SHS AMAZON COM INC | $601,481 | $351,406 |
| 4960 SHS ALPHABET INC CL A | $585,868 | $500,910 |
| 80000 SHS VERIZON COMMUNICATIONS | $3,993,402 | $3,118,400 |
| 930 SHS VALERO ENERGY CP CELA NEW | $60,318 | $124,267 |
| 100 SHS ONEOK INC (OKE) | $3,389 | $6,692 |
| 2594 SHS UNITEDHEALTH GP INC | $1,195,216 | $1,420,889 |
| 25000 SHS GENERAL ELECTRIC CO | $4,693,900 | $2,149,250 |
| 85000 SHS AT&T INC | $2,241,747 | $1,638,800 |
| 213 SHS BOEING CO | $59,457 | $38,101 |
| 1253 SHS CONOCOPHILLIPS | $59,908 | $154,758 |
| 4061 SHS DOLLAR GEN CORP NEW COM | $865,117 | $1,038,316 |
| 13726 SHS KNIGHT-SWIFT TRANSN HLDGS CL A | $712,154 | $760,832 |
| 4604 SHS MEDTRONIC PLC SHS | $511,955 | $363,900 |
| 6352 SHS METLIFE INCORPORATED | $442,289 | $487,198 |
| 20240 SHS SYNCHRONY FINANCIAL | $783,818 | $760,619 |
| 21624 SHS SUNCOR ENERGY INC | $644,803 | $710,781 |
| 1336 SHS SERVICENOW INC | $603,505 | $556,177 |
| 4168 SHS ONEOK | $76,655 | $278,923 |
| 54419 SHS SPDR S&P 500 ETF TRUST | $23,391,865 | $22,185,538 |
| 10000 SHS FIFTH THIRD BANCORP | $348,020 | $363,600 |
| 40000 SHS LINCOLN NATIONAL CORP | $1,895,888 | $1,557,600 |
| 298 SHS CONSTELLATION ENERGY CORP | $11,867 | $28,644 |
| 4000 SHS MORGAN STANLEY | $375,006 | $372,280 |
| 25000 SHS PARAMOUNT GLOBAL | $1,086,828 | $502,000 |
| 3826 SHS PAYPAL HLDGS INC COM | $604,430 | $299,997 |
| 3069 SHS PALO ALTO NETWORKS INC | $514,662 | $521,423 |
| 5048 SHS NVIDIA CORPORATION | $932,254 | $854,273 |
| 2543 SHS NORTHROP GRUMMAN CP | $984,087 | $1,356,156 |
| 2539 SHS NETFLIX INC | $816,063 | $775,741 |
| 15047 SHS MONDELEZ INTL INC COM | $989,209 | $1,017,328 |
| 30000 SHS HONEYWELL INTL | $5,668,838 | $6,586,500 |
| 895 SHS EXELON CORP | $28,200 | $37,026 |
| 3576 SHS FIRST TRST HLTH CARE ALPHA ETF | $392,174 | $390,928 |
| 3984 SHS ISHARES US INSURANCE ETF | $341,389 | $375,930 |
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 | $1,500,000 | BookValueAmt |
| EOYFMV | $1,500,000 | 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 | $3,284 | AccumulatedDepreciationAmt |
| Book Value | $4,070 | BookValueAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $650 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $650 | DisbursementsCharitablePrpsAmt |
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 |
|---|---|---|---|---|
| ADVERTISING | $160 | $160 | $0 | $0 |
| BANK FEES | $36 | $0 | $0 | $36 |
| BUSINESS MEALS | $6,094 | $0 | $0 | $6,094 |
| COMPUTER/PRINTER | $49,089 | $23,173 | $0 | $25,916 |
| CPE TRAINING | $2,094 | $2,094 | $0 | $0 |
| DIRECT CHARITY EXPENSE | $1,909 | $0 | $0 | $1,909 |
| DUES | $1,518 | $930 | $0 | $588 |
| INSURANCE | $974 | $0 | $0 | $974 |
| MISCELLANEOUS EXPENSE | $4,134 | $0 | $0 | $4,134 |
| OFFICE SUPPLIES | $3,766 | $2,821 | $0 | $945 |
| POSTAGE | $215 | $0 | $0 | $215 |
| TELEPHONE | $1,977 | $0 | $0 | $1,977 |
| TRAINING EXPENSE | $240 | $0 | $0 | $240 |
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 | $75,000 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $75,000 | 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 | $137,846 | $137,846 | $0 | $0 |
| PROFESSIONAL FEES | $4,400 | $0 | $0 | $4,400 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| EXCISE TAX | $46,000 | $0 | $0 | $0 |
| FOREIGN TAX | $4,666 | $4,666 | $0 | $0 |
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