HARDESTY FAMILY FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- HARDESTY FAMILY FOUNDATION INC (EIN 20-4094088)
- Tax period
- 2020-12-01 to 2021-11-30
- Filed
- 2022-02-21
- IRS object ID
- 202200529349100400
- Schema version
- 2020v4.2
- 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
- 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 | 2022-02-21T08:35:26-06:00 | ReturnTs |
| Tax Period End | 2021-11-30 | 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 | 2020-12-01 | 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 | 2022-02-14 | 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 | LOU ANN GIBSON | PreparerPersonNm |
| PTIN | P00405885 | PTIN |
| Phone | 9187452333 | PhoneNum |
| Preparation | 2022-02-11 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $134,112,109 | 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 | $443,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $154,638 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $154,638 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $3,986,840 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,986,840 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,133,416 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $32,084,704 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,133,416 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $43,750 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $43,750 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $6,761,644 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,318,644 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $108,633 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $4,175 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $104,458 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $207,779 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $109,072 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $98,707 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $163 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $163 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $24,534 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $20,184 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $4,350 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $149,945 | 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 | $12,459 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $12,459 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $5,956 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $4,133 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,823 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $77,720 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $26,790 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $50,930 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $588,240 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $177,864 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $260,431 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,859,719 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,859,719 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,447,959 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $177,864 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,120,150 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,313,685 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,140,780 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $828 | CashBOYAmt |
| Cash EOY | $18,378 | CashEOYAmt |
| Cash EOYFMV | $18,378 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $32,239,211 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $55,385,395 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $55,385,395 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $6,300 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $6,300 | RcvblFromOfficersEOYFMVAmt |
| Prepaid Expenses BOY | $63,288 | PrepaidExpensesBOYAmt |
| Corporate Stock BOY | $13,310,723 | CorporateStockBOYAmt |
| Corporate Stock EOY | $15,253,400 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,783,509 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $86,783,256 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $61,551,250 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $66,413,406 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $0 | 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 | $2,233 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $6,172 | LandBOYAmt |
| Land EOY | $5,121 | LandEOYAmt |
| Land EOYFMV | $5,121 | LandEOYFMVAmt |
| Total Assets BOY | $132,403,478 | TotalAssetsBOYAmt |
| Total Assets EOY | $133,719,844 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $134,112,109 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $2,681 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,681 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $59,000,000 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $59,000,000 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $73,403,478 | RetainedEarningBOYAmt |
| Retained Earning EOY | $74,717,163 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $132,403,478 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $133,717,163 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $132,403,478 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $133,719,844 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $132,403,478 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,313,685 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $133,717,163 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $133,717,163 | 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 | $32,084,704 | GrossSalesPriceAmt |
| Cost Or Other Basis | $29,951,288 | CostOrOtherBasisAmt |
| Gain Or Loss | $2,133,416 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $2,133,416 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,133,416 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $2,133,416 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $85,357 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $85,357 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $85,357 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $126,000 | 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 | $126,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $110 | EsPenaltyAmt |
| Overpayment | $40,533 | OverpaymentAmt |
| Applied To ES Tax | $40,533 | 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 | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| 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 (4 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 | $99,387 | $9,246 | $0 |
| CONNOR HARDESTY | ||||||||
| 4141 N MEMORIAL DRIVE | TULSA | OK | 74115 | DIRECTOR | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANA WILKES | PersonNm |
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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PROGRAM MANAGER | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $78,691 | CompensationAmt |
| Employee Benefits | $6,274 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | BELOW MARKET LOAN TO THE FAMILY SAFETY CENTER | 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 | $98,169,001 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $38,102,494 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $136,271,495 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $136,271,495 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,044,072 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $134,227,423 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,711,371 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,711,371 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $85,357 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $85,357 | TotalTaxAmt |
| Distributable Before Adj | $6,626,014 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,626,014 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $6,626,014 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,120,150 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $1,500,000 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $6,620,150 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $6,620,150 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,626,014 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $6,259,061 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,620,150 | QualifyingDistributionsAmt |
| Applied To Year1 | $6,259,061 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $361,089 | 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 | $6,264,925 | 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 (95 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 | PROGRAM & OPERATING | $26,500 |
| 1ST STEP MALE DIVERSION PROGRAM | |||||||
| 1516 S BOSTON AVE STE 115 | TULSA | OK | 74119 | NONE | PC | CAPITAL, EQUIPMENT | $25,000 |
| ALZHEIMER'S ASSOCIATION | |||||||
| 9370 OLIVE BLVD | ST LOUIS | MO | 63132 | NONE | PC | GENERAL FUNDRAISING | $2,500 |
| BALCONY WOMEN INC | |||||||
| 3709 S ATLANTA PL | TULSA | OK | 741053526 | NONE | PC | OPERATING | $1,000 |
| BRAIN INJURY RECOVERY FOUNDATION | |||||||
| 1611 S UTICA AVE 146 | TULSA | OK | 74104 | NONE | PC | GENERAL FUNDRAISING & OPERATING | $17,114 |
| BROKEN ARROW PUBLIC SCHOOL FOUNDATION INC | |||||||
| PO BOX 2695 | BROKEN ARROW | OK | 74103 | NONE | PC | MEMORIA, HONORARIUM, EMPLOYEE GIVING | $500 |
| CATHOLIC CHARITIES USA | |||||||
| 2450 N HARVARD AVE | TULSA | OK | 74115 | NONE | PC | CAPITAL & OPERATING | $76,000 |
| THE CENTER FOR INDIVIDUALS WITH PHYSICAL CHALLENGES LTD | |||||||
| 815 S UTICA AVENUE | TULSA | OK | 741043612 | NONE | PC | OPERATING, PROGRAM & GENERAL FUNDRAISING | $37,750 |
| CHERRY STREET FARMERS' MARKET INC | |||||||
| PO BOX 14572 | TULSA | OK | 741591572 | NONE | PC | EMPLOYEE GIVING | $250 |
| CHILD ABUSE NETWORK INC | |||||||
| 2829 S SHERIDAN ROAD | TULSA | OK | 74129 | NONE | PC | CAPITAL, EQUIPMENT | $200,000 |
| CHILDREN'S MIRACLE NETWORK HOSPITALS | |||||||
| 205 W 700 S | SALT LAKE CITY | UT | 841012715 | NONE | PC | OPERATING | $700 |
| THE CHURCH STUDIO MUSIC FOUNDATION | |||||||
| 304 S TRENTON AVENUE | TULSA | OK | 74120 | NONE | PC | OPERATING | $25,000 |
| CIRCLE CINEMA FOUNDATION INC | |||||||
| 8 SOUTH LEWIS AVE | TULSA | OK | 74104 | NONE | PC | EQUIPMENT & GENERAL FUNDRAISING | $22,500 |
| CLAREHOUSE | |||||||
| 7617 S MINGO RD | TULSA | OK | 741333334 | NONE | PC | OPERATING & MEMORIAL, HONORARIUM, EMPLOYEE GIVING | $11,000 |
| COMMUNITY FOOD BANK OF EASTERN OKLAHOMA INC | |||||||
| 1304 NORTH KENOSHA | TULSA | OK | 74106 | NONE | PC | EQUIPMENT & OPERATING | $17,500 |
| COMMUNITY SERVICE COUNCIL OF GREATER TULSA | |||||||
| 16 E 16TH ST STE 202 | TULSA | OK | 741194402 | NONE | PC | OPERATING | $500 |
| THE DEMAND PROJECT | |||||||
| PO BOX 1352 | JENKS | OK | 74037 | NONE | PC | OPERATING | $250 |
| DESTINYLIFE CHURCH INC | |||||||
| 2300 SOUTHAVEN RD | CLAREMORE | OK | 740193846 | NONE | PC | MEMORIAL, HONORARIUM, EMPLOYEE GIVING | $500 |
| DOMESTIC VIOLENCE INTERVENTION SERVICES INC | |||||||
| 3124 E APACHE ST | TULSA | OK | 741102320 | NONE | PC | PROGRAM & OPERATING | $35,500 |
| EASTERN OKLAHOMA DONATED DENTAL SERVICES | |||||||
| 9810 E 42ND ST SUITE 210 | TULSA | OK | 74146 | NONE | PC | OPERATING | $30,000 |
| FAB LAB TULSA INC | |||||||
| 710 S LEWIS AVE | TULSA | OK | 741043330 | NONE | PC | OPERATING | $45,000 |
| FAMILY & CHILDREN'S SERVICES | |||||||
| 5310 E 31ST STREET SUITE 800 | TULSA | OK | 741355018 | NONE | PC | PROGRAM & OPERATING | $43,000 |
| FIRST UNITED 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 | OPERATING | $500 |
| FREE TO LIVE | |||||||
| P O BOX 5884 | EDMOND | OK | 730835884 | NONE | PC | MEMORIAL, HONORARIUM, EMPLOYEE GIVING | $250 |
| GIRL SCOUTS OF EASTERN OKLAHOMA | |||||||
| 4810 S 129TH EAST AVE | TULSA | OK | 741347001 | NONE | PC | GENERAL FUNDRAISING & PROGRAM | $25,000 |
| HAPPY HANDS EDUCATION CENTER INC | |||||||
| 8801 S GARNETT RD | BROKEN ARROW | OK | 740126002 | NONE | PC | MEMORIAL, HONORARIUM, EMPLOYEE GIVING | $500 |
| HIS HOUSE OUTREACH MINISTRIES | |||||||
| PO BOX 2040 | CLAREMORE | OK | 740182040 | NONE | PC | OPERATING | $15,000 |
| HOMELESS ALLIANCE | |||||||
| 1724 NW 4TH ST | OKLAHOMA CITY | OK | 731062609 | NONE | PC | OPERATING | $2,500 |
| HOSPICE OF GREEN COUNTRY | |||||||
| 1120 S BOSTON AVE STE 200 | TULSA | OK | 741192403 | NONE | PC | CAPITAL & OPERATING | $225,000 |
| HUMBLE WARRIOR COLLECTIVE LTD | |||||||
| 36 E CAMERON ST | TULSA | OK | 741031405 | NONE | PC | GENERAL FUNDRAISING | $200 |
| JAZZ AT ASPEN-SNOWMASS | |||||||
| 110 E HALLAM ST STE 104 | ASPEN | CO | 816111461 | NONE | PC | GENERAL FUNDRAISING | $14,350 |
| JDRF INTERNATIONAL | |||||||
| 200 VESEY STREET | NEW YORK | NY | 102811013 | NONE | PC | GENERAL FUNDRAISING | $200 |
| JOHN 316 MISSION | |||||||
| 575 N 39TH WEST AVE | TULSA | OK | 741275028 | NONE | PC | CAPITAL & OPERATING | $25,500 |
| JUDICIAL WATCH | |||||||
| 425 THIRD STREET SW SUITE 800 | WASHINGTON | DC | 200243232 | NONE | PC | OPERATING | $1,000 |
| JUNIOR LEAGUE OF TULSA | |||||||
| 3633 S YALE AVE | TULSA | OK | 74135 | NONE | PC | GENERAL FUNDRAISING | $10,100 |
| LEADERSHIP OKLAHOMA | |||||||
| 3037 NW 63RD ST STE W104 | OKLAHOMA CITY | OK | 731163637 | NONE | PC | OPERATING & GENERAL FUNDRAISING | $8,595 |
| LEADERSHIP TULSA INC | |||||||
| 1151 S ELGIN AVE | TULSA | OK | 741204241 | NONE | PC | OPERATING & EMPLOYEE GIVING | $10,550 |
| LIFE SENIOR SERVICES | |||||||
| 5330 E 31ST STREET SUITE 800 | TULSA | OK | 74135 | NONE | PC | OPERATING | $500 |
| LIVING ARTS OF TULSA | |||||||
| 307 E RECONCILIATION WAY | TULSA | OK | 74120 | NONE | PC | OPERATING | $15,000 |
| MEALS ON WHEELS OF METRO TULSA INC | |||||||
| 12620 E 31ST ST | TULSA | OK | 741462307 | NONE | PC | CAPITAL & OPERATING | $2,020,000 |
| MENTAL HEALTH ASSOCIATION OKLAHOMA | |||||||
| 5330 EAST 31ST STREET SUITE 1000 | TULSA | OK | 741355076 | NONE | PC | PROGRAM | $453,500 |
| MULTIPLE SCLEROSIS ASSOCIATION OF AMERICA | |||||||
| 375 KINGS HIGHWAY NORTH | CHERRY HILL | NJ | 080341013 | NONE | PC | MEMORIAL, HONORARIUM, EMPLOYEE GIVING | $500 |
| A NEW LEAF | |||||||
| PO BOX 35903 | TULSA | OK | 740127137 | NONE | PC | OPERATING & EMPLOYEE GIVING | $10,250 |
| OKLAHOMA ALLIANCE FOR ANIMALS | |||||||
| 5321 SOUTH SHERIDAN ROAD SUITE 30 | TULSA | OK | 741457532 | NONE | PC | PROGRAM & EMPLOYEE GIVING | $25,500 |
| OKLAHOMA HALL OF FAME INC | |||||||
| 1400 CLASSEN DR | OKLAHOMA CITY | OK | 73106 | NONE | PC | GENERAL FUNDRAISING & OPERATING | $22,575 |
| OKLAHOMA HUMANE SOCIETY | |||||||
| PO BOX 18471 | OKLAHOMA CITY | OK | 731540471 | NONE | PC | MEMORIAL, HONORARIUM, EMPLOYEE GIVING | $250 |
| OKLAHOMA MEDICAL RESEARCH FOUNDATION | |||||||
| 825 NE 13TH ST | OKLAHOMA CITY | OK | 731045005 | NONE | PC | GENERAL FUNDRAISING | $2,500 |
| OKLAHOMA METHODIST MANOR INC | |||||||
| 4134 E 31ST ST | TULSA | OK | 74135 | NONE | PC | PROGRAM | $10,000 |
| OKLAHOMA MUSIC HALL OF FAME & MUSEUM INC | |||||||
| PO BOX 3221 | MUSKOGEE | OK | 744023221 | NONE | PC | OPERATING | $1,000 |
| OKLAHOMA PROJECT WOMAN INC | |||||||
| PO BOX 14026 | TULSA | OK | 741591026 | NONE | PC | OPERATING | $250 |
| OSU FOUNDATION | |||||||
| 700 NORTH GREENWOOD AVE | TULSA | OK | 74106 | NONE | PC | GENERAL FUNDRAISING & PROGRAM | $504,875 |
| OKLAHOMANS FOR EQUALITY | |||||||
| PO BOX 2687 | TULSA | OK | 741012687 | NONE | PC | GENERAL FUNDRAISING & OPERATING | $2,100 |
| PARENT CHILD CENTER OF TULSA INC | |||||||
| 1421 SOUTH BOSTON AVENUE | TULSA | OK | 74119 | NONE | PC | PROGRAM | $60,300 |
| PARISH OF CHRIST THE KING | |||||||
| 1520 SOUTH ROCKFORD AVENUE | TULSA | OK | 74120 | NONE | PC | MEMORIAL, HONORARIUM, EMPLOYEE GIVING | $5,000 |
| PAUSE4PAWS INC | |||||||
| 2032 UTICA SQUARE 52768 | TULSA | OK | 74152 | NONE | PC | OPERATING & EMPLOYEE GIVING | $10,500 |
| THE PENCIL BOX | |||||||
| 2002 E 6TH ST | TULSA | OK | 741043223 | NONE | PC | OPERATING | $10,000 |
| PHILANTHROPY SOUTHWEST | |||||||
| 1910 PACIFIC AVE STE 13500 | DALLAS | TX | 752014598 | NONE | PC | OPERATING | $4,250 |
| PHOENIX RISING ALTERNATIVE SCHOOL FOUNDATION | |||||||
| 9222 S ELWOOD AVE | JENKS | OK | 740372368 | NONE | PC | PROGRAM | $15,000 |
| PLANNED PARENTHOOD OF ARKANSAS AND EASTERN OKLAHOMA INC | |||||||
| 1007 SOUTH PEORIA AVENUE | TULSA | OK | 74120 | NONE | PC | PROGRAM | $25,000 |
| READING PARTNERS TULSA | |||||||
| 907 SOUTH DETROIT AVE SUITE 505 | TULSA | OK | 74120 | NONE | PC | OPERATING | $250 |
| RESONANCE CENTER FOR WOMEN INC | |||||||
| 1608 S ELWOOD AVE | TULSA | OK | 741194208 | NONE | PC | PROGRAM | $25,000 |
| THE SALVATION ARMY | |||||||
| 924 S HUDSON AVE | TULSA | OK | 74112 | NONE | PC | PROGRAM | $50,000 |
| SANGHA INC | |||||||
| 427 SOUTH BOSTON AVENUE 923 | TULSA | OK | 74103 | NONE | PC | OPERATING | $20,000 |
| SECULAR DHARMA FOUNDATION | |||||||
| 40200 SUNRIDGE CT | PAONIA | CO | 814286137 | NONE | PC | PROGRAM | $3,000 |
| SHRINERS HOSPITAL FOR CHILDREN | |||||||
| PO BOX 863765 | ORLANDO | FL | 32886 | NONE | PC | MEMORIAL, HONORARIUM, EMPLOYEE GIVING | $500 |
| ASCENSION ST JOHN FOUNDATION | |||||||
| 1923 S UTICA AVE | TULSA | OK | 741046502 | NONE | PC | OPERATING | $50,000 |
| ST PHILIP NERI NEWMAN CENTER AT THE UNIVERSITY OF TULSA | |||||||
| 440 SOUTH FLORENCE AVENUE | TULSA | OK | 74104 | NONE | PC | PROGRAM | $1,000 |
| STAND IN THE GAP | |||||||
| 3939 S HARVARD AVE SUITE 120 | TULSA | OK | 741354654 | NONE | PC | OPERATING | $10,000 |
| STREET SCHOOL INC | |||||||
| 1135 S YALE | TULSA | OK | 74112 | NONE | PC | PROGRAM | $1,000 |
| SWANSON PET MISSION INC | |||||||
| 3785 W 171ST ST | KIEFER | OK | 740414703 | NONE | PC | MEMORIAL, HONORARIUM, EMPLOYEE GIVING | $1,000 |
| TANZANIAN CHILDREN'S FUND INC | |||||||
| 2 GARDEN ST | CAMBRIDGE | MA | 021383631 | NONE | PC | OPERATING | $2,500 |
| TRANSITIONAL LIVING CENTERS OF OKLAHOMA | |||||||
| 601 S ELGIN AVE | TULSA | OK | 741203623 | NONE | PC | OPERATING | $15,000 |
| TRI COUNTY TECH ENDOWMENT FUND INC | |||||||
| 6101 NOWATA RD | BARTLESVILLE | OK | 740066010 | NONE | PC | PROGRAM | $60,000 |
| TULSA ADVOCATES FOR THE RIGHTS OF CITIZENS WITH DEVELOPMENTAL DISABILITIES | |||||||
| 2516 EAST 71ST ST SUITE A | TULSA | OK | 741365531 | NONE | PC | PROGRAM | $2,500 |
| TULSA AIR AND SPACE MUSEUM | |||||||
| 3624 N 74TH EAST AVE | TULSA | OK | 741153622 | NONE | PC | GENERAL FUNDRAISING | $1,140 |
| TULSA ALTERNATIVE COURT PROGRAMS | |||||||
| 500 S DENVER RM 637 | TULSA | OK | 74103 | NONE | NC | PROGRAM | $25,000 |
| TULSA AREA UNITED WAY | |||||||
| 1430 S BOULDER AVE | TULSA | OK | 741193604 | NONE | PC | OPERATING | $90,000 |
| TULSA BALLET THEATER INC | |||||||
| 1212 E 45TH PL | TULSA | OK | 741054508 | NONE | PC | OPERATING | $17,500 |
| TULSA BOTANIC GARDEN | |||||||
| PO BOX 707 | TULSA | OK | 741010707 | NONE | PC | PROGRAM | $2,000 |
| TULSA BOYS HOME | |||||||
| PO BOX 1101 | TULSA | OK | 741011101 | NONE | PC | CAPITAL, EQUIPMENT | $10,000 |
| HIV RESOURCE CONSORTIUM INC (DBA TULSA CARES) | |||||||
| 3712 E 11TH ST | TULSA | OK | 741123952 | NONE | PC | OPERATING | $17,500 |
| TULSA CHILDREN'S MUSEUM | |||||||
| 560 N MAYBELLE AVE | TULSA | OK | 741276926 | NONE | PC | PROGRAM | $35,000 |
| TULSA COMMUNITY COLLEGE FOUNDATION | |||||||
| 6111 E SKELLY DRIVE SUITE 608 | TULSA | OK | 741356100 | NONE | PC | GENERAL FUNDRAISING | $24,720 |
| TULSA COMMUNITY FOUNDATION | |||||||
| 7030 S YALE AVE | TULSA | OK | 74136 | NONE | PC | PROGRAM | $85,075 |
| TULSA DAY CENTER INC | |||||||
| 415 W ARCHER ST | TULSA | OK | 741031807 | NONE | PC | OPERATING & GENERAL FUNDRAISING | $1,500 |
| TULSA FOUNDATION FOR ARCHITECTURE | |||||||
| 633 S BOSTON AVE | TULSA | OK | 741191219 | NONE | PC | GENERAL FUNDRAISING | $400 |
| TULSA GARDEN CENTER INC | |||||||
| 2435 S PEORIA AVE | TULSA | OK | 74114 | NONE | PC | OPERATING | $20,000 |
| TULSA HILLS YOUTH RANCH | |||||||
| 5906 W CANYON RD | TULSA | OK | 741314255 | NONE | PC | MEMORIAL, HONORARIUM, EMPLOYEE GIVING | $500 |
| TULSA LIBRARY TRUST | |||||||
| PO BOX 1319 | TULSA | OK | 74101 | NONE | PC | PROGRAM | $19,500 |
| TULSA ZOO MANAGEMENT INC | |||||||
| 6421 EAST 36TH STREET NORTH | TULSA | OK | 74115 | NONE | PC | GENERAL FUNDRAISING & OPERATING | $38,475 |
| UNIVERSITY CENTER FOUNDATION | |||||||
| 2800 N 14TH ST | PONCA CITY | OK | 746011739 | NONE | PC | PROGRAM | $30,000 |
| VOLUNTEERS OF AMERICA INC | |||||||
| 9605 E 61ST STREET | TULSA | OK | 74133 | NONE | PC | PROGRAM & OPERATING | $15,500 |
| 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 | 741203208 | NONE | PC | PROGRAM & OPERATING | $20,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,859,719 | 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 | $154,638 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,986,840 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,133,416 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM RELATED INVESTMENT INTEREST INCOME | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $43,750 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $6,318,644 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,318,644 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| MICHELLE HARDESTY FAMILY LLC | ||||||
| 1 | 4141 N MEMORIAL DRIVE | TULSA | OK | 74115 | $266,000 | Yes (X) |
| DEBORA HARDESTY CRISTO FAMILY LLC | ||||||
| 2 | 4141 N MEMORIAL DRIVE | TULSA | OK | 74115 | $177,000 | 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 | $1,182 | PriorYearDepreciationAmt |
| Computation Method | SL | ComputationMethodTxt |
| Life | 7.000000000000 | LifeRt |
| Current Year Expense | $1,051 | CurrentYearExpenseAmt |
| Net Investment Income | $1,051 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,051 | AdjustedNetIncomeAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (35 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 4000000 SHS UBS AG STAMFORD | $4,370,824 | $4,178,080 |
| 3008000 SHS ONEOK PARTNERS LP | $2,833,084 | $3,052,729 |
| 1120000 SHS HALIBURTON CO | $1,022,000 | $1,158,707 |
| 1500000 SHS ROYAL BK SCOTLND | $1,501,217 | $1,622,625 |
| 2000000 SHS LLOYDS BANKING GROUP | $1,974,700 | $2,157,300 |
| 1000000 SHS SYSCO CORPORATION | $964,500 | $1,075,230 |
| 645000 SHS CAPITAL ONE FINANCIAL CORP | $629,441 | $648,180 |
| 70000 SHS EXELON GENERATION CO LLC | $70,119 | $70,296 |
| 254000 SHS WILLIAMS COS INC/THE | $254,350 | $254,919 |
| 3560000 SHS PLAINS ALL AMERICAN PIPELINE LP / PAA FINANCE CORP | $3,557,970 | $3,584,813 |
| 52000 SHS EXELON GENERATION CO LLC | $52,403 | $52,538 |
| 792000 SHS WILLIAMS COS INC/THE | $792,266 | $801,266 |
| 2000000 SHS GENERAL ELECTRIC CO | $1,818,006 | $2,036,180 |
| 95000 SHS HEWLETT PACKARD ENTERPRISE CO | $95,926 | $97,499 |
| 230000 SHS AT&T INC | $227,410 | $233,503 |
| 5000000 SHS ROYAL BANK OF SCOTLAND GROUP PLC | $5,058,573 | $5,261,900 |
| 953000 SHS WILLIAMS COS INC/THE | $895,342 | $977,111 |
| 280000 SHS PLAINS ALL AMERICAN PIPELINE LP / PAA FINANCE CORP | $273,116 | $285,286 |
| 3000000 SHS WELLS FARGO & CO | $2,926,582 | $3,094,320 |
| 153000 SHS KINDER MORGAN ENERGY PARTNERS LP | $153,668 | $156,758 |
| 1415000 SHS GOLDMAN SACHS GROUP INC/THE | $1,378,422 | $1,454,082 |
| 200000 SHS NATWEST GROUP PLC | $201,155 | $214,352 |
| 328000 SHS EVERNORTH HEALTH INC | $328,081 | $337,197 |
| 61000 SHS KINDER MORGAN ENERGY PARTNERS LP | $61,386 | $63,250 |
| 5111000 SHS ONEOK INC | $5,114,501 | $5,587,959 |
| 44000 SHS ABBOTT LABORATORIES | $44,376 | $46,224 |
| 274000 SHS TIME WARNER INC | $279,687 | $286,601 |
| 280000 SHS NATWEST GROUP PLC | $281,422 | $305,477 |
| 1150000 SHS WARNER MEDIA LLC | $1,139,661 | $1,193,585 |
| 420000 SHS WILLIAMS COS INC/THE | $413,712 | $451,492 |
| 11000000 SHS HUMANA INC | $10,969,267 | $11,741,180 |
| 5000000 SHS LLOYDS BANKING GROUP PLC | $4,958,885 | $5,392,700 |
| 5000000 SHS CONOCOPHILLIPS CO | $4,467,168 | $5,301,750 |
| 2367000 SHS CITIGROUP INC | $2,442,030 | $2,679,799 |
| ACCRUED INTEREST | $0 | $558,518 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (12 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 15000 SHS LAREDO PETROLEUM INC | $867,222 | $883,500 |
| 4168 SHS ONEOK | $86,163 | $249,413 |
| 25000 SHS VIACOMCBS INC CL B | $1,086,828 | $773,750 |
| 85000 SHS AT&T INC | $2,929,640 | $1,940,550 |
| 213 SHS BOEING CO | $59,457 | $42,142 |
| 1253 SHS CONOCOPHILLIPS | $59,908 | $87,873 |
| 895 SHS EXELON CORP | $40,080 | $47,193 |
| 25000 SHS GENERAL ELECTRIC CO | $4,693,900 | $2,374,750 |
| 5000 SHS LAREDO PETROLEUM INC | $1,372,865 | $294,500 |
| 100 SHS ONEOK INC (OKE) | $3,617 | $5,984 |
| 930 SHS VALERO ENERGY CP CELA NEW | $60,318 | $62,254 |
| 80000 SHS VERIZON COMMUNICATIONS | $3,993,402 | $4,021,600 |
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 | $2,233 | AccumulatedDepreciationAmt |
| Book Value | $5,121 | BookValueAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $163 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $163 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (14 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ADVERTISING | $5,166 | $0 | $0 | $5,166 |
| BANK FEES | $626 | $0 | $0 | $626 |
| COMPUTER/PRINTER | $45,625 | $22,656 | $0 | $22,969 |
| CPE TRAINING | $2,569 | $2,569 | $0 | $0 |
| DATA PROCESSING SERVICES | $108 | $0 | $0 | $108 |
| DIRECT CHARITY EXPENSE | $3,303 | $0 | $0 | $3,303 |
| DUES | $1,665 | $1,276 | $0 | $389 |
| BUSINESS MEALS | $9,277 | $0 | $0 | $9,277 |
| INSURANCE | $1,073 | $0 | $0 | $1,073 |
| MISCELLANEOUS EXPENSE | $2,635 | $0 | $0 | $2,635 |
| OFFICE SUPPLIES | $965 | $289 | $0 | $676 |
| POSTAGE | $144 | $0 | $0 | $144 |
| TELEPHONE | $2,439 | $0 | $0 | $2,439 |
| TRAINING EXPENSE | $2,125 | $0 | $0 | $2,125 |
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 | $43,750 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $43,750 | 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 | $20,184 | $20,184 | $0 | $0 |
| PROFESSIONAL FEES | $4,350 | $0 | $0 | $4,350 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $149,945 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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