HARDESTY FAMILY FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- HARDESTY FAMILY FOUNDATION INC (EIN 20-4094088)
- Tax period
- 2018-12-01 to 2019-11-30
- Filed
- 2020-03-16
- IRS object ID
- 202030769349101143
- Schema version
- 2018v3.1
- 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
- Land Etc Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-03-16T16:34:03-05:00 | ReturnTs |
| Tax Period End | 2019-11-30 | 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 | 2018-12-01 | 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 | 2020-03-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LOU ANN GIBSON | PreparerPersonNm |
| PTIN | P00405885 | PTIN |
| Phone | 9187452333 | PhoneNum |
| Preparation | 2020-03-04 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | 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 | $130,960,509 | 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 | $4,482,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $399,953 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $399,953 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $4,300,435 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,300,435 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$167,673 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,815,693 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $343 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $343 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $9,015,058 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,700,731 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $103,801 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $3,114 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $100,687 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $179,998 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $15,105 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $164,893 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $55,954 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $50,754 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $5,200 | OtherProfFeesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $227 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $227 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Trav Conf Meeting Rev And Expnss | $11,638 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $3,139 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $8,499 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $69,946 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $25,942 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $44,004 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $421,564 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $98,281 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $323,283 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,361,895 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,361,895 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,783,459 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $98,281 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,685,178 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,231,599 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,602,450 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $259,977 | CashBOYAmt |
| Cash EOY | $101,677 | CashEOYAmt |
| Cash EOYFMV | $101,677 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $15,395,545 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $20,878,319 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $20,878,319 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl BOY | $68,501 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $5,400 | PrepaidExpensesBOYAmt |
| Corporate Stock BOY | $14,712,912 | CorporateStockBOYAmt |
| Corporate Stock EOY | $13,600,380 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,686,200 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $93,477,182 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $91,563,112 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $99,287,090 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $7,354 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $131 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $95 | LandBOYAmt |
| Land EOY | $7,223 | LandEOYAmt |
| Land EOYFMV | $7,223 | LandEOYFMVAmt |
| Total Assets BOY | $123,919,612 | TotalAssetsBOYAmt |
| Total Assets EOY | $126,150,711 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $130,960,509 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $500 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $500 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $64,919,112 | RetainedEarningBOYAmt |
| Retained Earning EOY | $67,150,711 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $123,919,112 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $126,150,711 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $123,919,612 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $126,150,711 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $123,919,112 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,231,599 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $126,150,711 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $126,150,711 | 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 | $2,815,693 | GrossSalesPriceAmt |
| Cost Or Other Basis | $2,983,366 | CostOrOtherBasisAmt |
| Gain Or Loss | -$167,673 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$167,673 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$167,673 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$167,673 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $7,782,313 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $123,934,502 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.062794 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $7,529,645 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $118,924,732 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.063314 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $6,453,869 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $110,784,352 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.058256 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $9,189,001 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $106,890,435 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.085967 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $4,591,068 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $113,094,468 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.040595 | DistributionYr5Rt |
| Total Distribution | 0.310926 | TotalDistributionRt |
| Average Distribution | 0.062185 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $127,275,144 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $7,914,605 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $46,025 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $7,960,630 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $6,685,178 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $92,049 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $92,049 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $92,049 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $118,184 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $118,184 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $26,135 | OverpaymentAmt |
| Applied To ES Tax | $26,135 | 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 | $94,186 | $9,615 | $0 |
| MARILYN COX | ||||||||
| 4141 N MEMORIAL DRIVE | TULSA | OK | 74115 | SECRETARY | 1.00 | $0 | $0 | $0 |
| CONNOR HARDESTY | ||||||||
| 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 |
|---|---|---|---|---|---|---|---|---|
| DANA WILKES | ||||||||
| 4141 N MEMORIAL DRIVE | TULSA | OK | 74115 | GRANTS MANAGER | 40.00 | $74,343 | $7,985 | $0 |
| DAVID WADLEY | ||||||||
| 4141 N MEMORIAL DRIVE | TULSA | OK | 74115 | VP OF COMMUNITY RELA | 40.00 | $50,499 | $6,543 | $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 | $108,687,992 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $20,523,552 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,800 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $129,213,344 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $129,213,344 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,938,200 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $127,275,144 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,363,757 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,363,757 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $92,049 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $92,049 | TotalTaxAmt |
| Distributable Before Adj | $6,271,708 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,271,708 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $6,271,708 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,685,178 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $6,685,178 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $6,685,178 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,271,708 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $6,551,058 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,685,178 | QualifyingDistributionsAmt |
| Applied To Year1 | $6,551,058 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $134,120 | 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 | $6,137,588 | 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 (82 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 | OPERATING & PROGRAM | $36,000 |
| 1ST STEP MALE DIVERSION PROGRAM | |||||||
| 321 S FRANKFORT AVE | TULSA | OK | 74120 | NONE | PC | OPERATING | $25,000 |
| 501TECH | |||||||
| 7030 S YALE AVE 600 | TULSA | OK | 74136 | NONE | PC | OPERATING | $10,000 |
| ACADEMY OF NUTRITION AND DIETETICS FOUNDATION | |||||||
| 120 S RIVERSIDE PLZ STE 2190 | CHICAGO | IL | 606063912 | NONE | PC | MEMORIAL, HONORARIUM, EMPLOYEE GIVING | $200 |
| ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATION | |||||||
| 2448 E 81ST STREET SUITE 3000 | TULSA | OK | 74137 | NONE | PC | GENERAL FUNDRAISING | $500 |
| AHHA TULSA | |||||||
| 101 E ARCHER ST | TULSA | OK | 741032402 | NONE | PC | CAPITAL & PROGRAM | $60,000 |
| ASSOCIATION OF FUNDRAISING PROFESSIONALS | |||||||
| PO BOX 33103 | TULSA | OK | 74153 | NONE | PC | GENERAL FUNDRAISING | $1,500 |
| BIG BEND VOLUNTEER FIRE DEPARTMENT | |||||||
| 1050 COUNTY ROAD 6495 | RALSTON | OK | 74650 | NONE | NC | OPERATING | $5,000 |
| C&S PATIENT EDUCATION FOUNDATION | |||||||
| 320 OSPREY CT | WEXFORD | PA | 150902509 | NONE | PC | MEMORIAL, HONORARIUM, EMPLOYEE GIVING | $2,000 |
| CATHOLIC CHARITIES USA | |||||||
| PO BOX 580460 | TULSA | OK | 741580460 | NONE | PC | OPERATING | $1,000 |
| THE CENTER FOR INDIVIDUALS WITH PHYSICAL CHALLENGES LTD | |||||||
| 815 S UTICA AVE | TULSA | OK | 741043612 | NONE | PC | OPERATING & PROGRAM | $41,100 |
| CLAREHOUSE INC | |||||||
| 7617 S MINGO RD | TULSA | OK | 741333334 | NONE | PC | OPERATING | $20,000 |
| COMMUNITY FOOD BANK OF EASTERN OKLAHOMA INC | |||||||
| 1304 N KENOSHA AVE | TULSA | OK | 741065940 | NONE | PC | OPERATING | $1,200 |
| COMMUNITY HEALTH CONNECTION INC | |||||||
| 2321 E 3RD ST | TULSA | OK | 741041831 | NONE | PC | OPERATING | $20,000 |
| COMMUNITY SERVICE COUNCIL OF GREATER TULSA | |||||||
| 1604 S BALTIMORE AVE | TULSA | OK | 741194406 | NONE | PC | OPERATING | $1,500 |
| CORNERSTONE CHRISTIAN ACADEMY | |||||||
| 7770 WHIRLPOOL DRIVE | SPERRY | OK | 74073 | NONE | PC | MEMORIAL, HONORARIUM, EMPLOYEE GIVING | $500 |
| COUNSELING & RECOVERY SERVICES OF OKLAHOMA | |||||||
| 7010 S YALE AVE | TULSA | OK | 741365713 | NONE | PC | OPERATING | $1,000 |
| CRIME PREVENTION NETWORK INC | |||||||
| 4107 S YALE AVE STE 142 | TULSA | OK | 741356024 | NONE | PC | OPERATING | $500 |
| DESTINYLIFE CHURCH INC | |||||||
| 2300 SOUTHAVEN ROAD | CLAREMORE | OK | 74019 | NONE | PC | MEMORIAL, HONORARIUM, EMPLOYEE GIVING | $500 |
| DOMESTIC VIOLENCE INTERVENTION SERVICES INC | |||||||
| 3124 E APACHE ST | TULSA | OK | 741102320 | NONE | PC | GENERAL FUNDRAISING, PROGRAM & OPERATING | $41,000 |
| EASTERN OKLAHOMA DONATED DENTAL SERVICES | |||||||
| 9810 E 42ND ST STE 210 | TULSA | OK | 741463600 | NONE | PC | OPERATING | $30,000 |
| FAB LAB TULSA INC | |||||||
| 710 SOUTH LEWIS AVENUE | TULSA | OK | 74104 | NONE | PC | CAPITAL/EQUIPMENT | $50,000 |
| FAMILY & CHILDRENS SERVICES | |||||||
| 650 S PEORIA AVE | TULSA | OK | 741204429 | NONE | PC | CAPITAL & OPERATING | $161,000 |
| FIRST UNITED METHODIST CHURCH | |||||||
| 1115 S BOULDER AVE | TULSA | OK | 74119 | NONE | PC | OPERATING | $10,000 |
| FREEDOM SERVICE DOGS | |||||||
| 7193 S DILLON COURT | ENGLEWOOD | CO | 80112 | NONE | PC | MEMORIAL, HONORARIUM, EMPLOYEE GIVING | $400 |
| GIRL SCOUTS OF EASTERN OKLAHOMA | |||||||
| 4810 SOUTH 129TH EAST AVENUE | TULSA | OK | 74134 | NONE | PC | PROGRAM | $29,640 |
| GOLD4KIDS CANCER FOUNDATION OF TULSA | |||||||
| 13115 S 92ND EAST AVE | BIXBY | OK | 740083573 | NONE | PC | GENERAL FUNDRAISING | $5,000 |
| GOODWILL INDUSTRIES OF TULSA INC | |||||||
| 2800 SOUTHWEST BLVD | TULSA | OK | 741073817 | NONE | PC | PROGRAM & OPERATING | $25,500 |
| HBA CHARITABLE FOUNDATION | |||||||
| 11545 E 43RD STREET | TULSA | OK | 74146 | NONE | PC | OPERATING | $5,000 |
| HEARTS FOR HEARING FOUNDATION INC | |||||||
| 5350 E 31ST ST STE 301 | TULSA | OK | 74135 | NONE | PC | OPERATING | $1,000 |
| HOMELESS ALLIANCE | |||||||
| 1724 NW 4TH ST | OKLAHOMA CITY | OK | 731062609 | NONE | PC | OPERATING | $5,000 |
| HUMBLE WARRIOR COLLECTIVE LTD | |||||||
| 36 E CAMERON ST | TULSA | OK | 741031405 | NONE | PC | GENERAL FUNDRAISING & PROGRAM | $1,140 |
| JAZZ AT ASPEN-SNOWMASS | |||||||
| 110 E HALLAM STE 104 | ASPEN | CO | 81611 | NONE | PC | GENERAL FUNDRAISING | $7,200 |
| JOHN 316 MISSION | |||||||
| 575 N 39TH WEST AVE | TULSA | OK | 741275028 | NONE | PC | OPERATING | $31,800 |
| KENDALL WHITTIER MAIN STREET INC | |||||||
| 2216 E ADMIRAL BLVD | TULSA | OK | 74110 | NONE | PC | GENERAL FUNDRAISING | $1,500 |
| LEADERSHIP OKLAHOMA | |||||||
| 3037 NW 63RD STREET SUITE 104W | OKLAHOMA CITY | OK | 73116 | NONE | PC | OPERATING | $7,100 |
| LEADERSHIP TULSA INC | |||||||
| 1717 S BOULDER AVE STE 104 | TULSA | OK | 741194833 | NONE | PC | PROGRAM | $20,000 |
| LIBERTY AREA FIRE PROTECTION ASSOCIATION | |||||||
| 768 NORTH 260 ROAD | MOUNDS | OK | 74047 | NONE | NC | CAPITAL/EQUIPMENT | $12,000 |
| LIFE SENIOR SERVICES INC | |||||||
| 5330 EAST 31ST STREET SUITE 800 | TULSA | OK | 741355114 | NONE | PC | OPERATING | $1,000 |
| THE LITTLE LIGHT HOUSE INC | |||||||
| 5120 E 36TH ST | TULSA | OK | 741355228 | NONE | PC | OPERATING & PROGRAM | $21,800 |
| LIVING ARTS OF TULSA INCORPORATED | |||||||
| 3076 E MB BRADY | TULSA | OK | 74104 | NONE | PC | GENERAL FUNDRAISING | $1,000 |
| MEALS ON WHEELS OF METRO TULSA INC | |||||||
| 12620 E 31ST ST | TULSA | OK | 741462307 | NONE | PC | OPERATING | $10,000 |
| MENTAL HEALTH ASSOCIATION OKLAHOMA | |||||||
| 5330 E 31ST STREET SUITE 1000 | TULSA | OK | 741355076 | NONE | PC | PROGRAM & OPERATING | $689,000 |
| A NEW LEAF | |||||||
| 2306 S 1ST PL | BROKEN ARROW | OK | 740127137 | NONE | PC | CAPITAL/EQUIPMENT | $1,000,000 |
| OKLAHOMA ALLIANCE FOR ANIMALS | |||||||
| 5321 S SHERIDAN ROAD SUITE 30 | TULSA | OK | 74145 | NONE | PC | GENERAL FUNDRAISING & MEMORIAL / HONORARIUM / EMPLOYEE GIVING | $910 |
| OKLAHOMA CENTER FOR NONPROFITS INC | |||||||
| 720 W WILSHIRE BLVD STE | OKLAHOMA CITY | OK | 731167737 | NONE | PC | OPERATING | $2,500 |
| OKLAHOMA DEPARTMENT OF HUMAN SERVICES | |||||||
| 444 S HOUSTON ST | TULSA | OK | 74127 | NONE | GOV | OPERATING | $1,000 |
| OKLAHOMA GERMAN SHEPHERD RESCUE | |||||||
| 9521 B RIVERSIDE PKWY 382 | TULSA | OK | 741377304 | NONE | PC | MEMORIAL, HONORARIUM, EMPLOYEE GIVING | $500 |
| OKLAHOMA MEDICAL RESEARCH FOUNDATION | |||||||
| 825 NE 13TH STREET | OKLAHOMA CITY | OK | 73104 | NONE | PC | GENERAL FUNDRAISING | $10,000 |
| OKLAHOMANS FOR EQUALITY | |||||||
| 621 E 4TH ST | TULSA | OK | 74120 | NONE | PC | OPERATING & GENERAL FUNDRAISING | $6,000 |
| OSAGE-FOREST OF PEACE | |||||||
| 141 MONASTERY ROAD | SAND SPRINGS | OK | 74063 | NONE | PC | GENERAL FUNDRAISING | $2,500 |
| PARENT CHILD CENTER OF TULSA INC | |||||||
| 1421 SOUTH BOSTON AVENUE | TULSA | OK | 74119 | NONE | PC | PROGRAM | $80,000 |
| PAUSE4PAWS INC | |||||||
| 2032 UTICA SQUARE BOX 52768 | TULSA | OK | 74152 | NONE | PC | OPERATING | $2,500 |
| THE PENCIL BOX | |||||||
| PO BOX 52631 | TULSA | OK | 741520631 | NONE | PC | OPERATING | $10,000 |
| PHILANTHROPY SOUTHWEST | |||||||
| 1910 PACIFIC AVENUE SUITE 13500 | DALLAS | TX | 75201 | NONE | PC | OPERATING | $3,500 |
| SAINT SIMEON'S EPISCOPAL HOME FOUNDATION | |||||||
| 3701 MARTIN LUTHER KING JR BLVD | TULSA | OK | 74106 | NONE | PC | PROGRAM & OPERATING | $10,500 |
| THE SALVATION ARMY | |||||||
| 924 SOUTH HUDSON | TULSA | OK | 74112 | NONE | PC | GENERAL FUNDRAISING & OPERATING | $4,900 |
| ST PHILIP NERI NEWMAN CENTER AT THE UNIVERISITY OF TULSA | |||||||
| 440 SOUTH FLORENCE AVENUE | TULSA | OK | 74104 | NONE | PC | GENERAL FUNDRAISING | $2,500 |
| STAND IN THE GAP INC | |||||||
| 3939 S HARVARD AVE SUITE 120 | TULSA | OK | 74135 | NONE | PC | OPERATING | $10,000 |
| STREET SCHOOL INC | |||||||
| 1135 S YALE | TULSA | OK | 74112 | NONE | PC | PROGRAM | $11,000 |
| TRI COUNTY TECH ENDOWMENT FUND INC | |||||||
| 6101 NOWATA ROAD | BARTLESVILLE | OK | 74006 | NONE | PC | PROGRAM | $60,000 |
| TULSA ADVOCATES FOR THE RIGHTS OF CITIZENS WITH DEVELOPMENTAL DISABILITIES | |||||||
| 2516 E 71ST ST SUITE A | TULSA | OK | 74136 | NONE | PC | CAPITAL/EQUIPMENT | $7,000 |
| TULSA AREA UNITED WAY | |||||||
| 1430 S BOULDER AVE | TULSA | OK | 741193604 | NONE | PC | OPERATING | $45,000 |
| TULSA BALLET THEATER INC | |||||||
| 1212 E 45TH PLACE | TULSA | OK | 741054508 | NONE | PC | PROGRAM & GENERAL FUNDRAISING | $73,000 |
| HIV RESOURCE CONSORTIUM DBA TULSA CARES | |||||||
| 3712 E 11TH STREET | TULSA | OK | 74112 | NONE | PC | GENERAL FUNDRAISING | $3,797 |
| TULSA CHILDREN'S MUSEUM | |||||||
| 560 N MAYBELLE AVE | TULSA | OK | 741276926 | NONE | PC | GENERAL FUNDRAISING & CAPITAL | $902,028 |
| TULSA COMMUNITY COLLEGE FOUNDATION | |||||||
| 6111 E SKELLY DRIVE SUITE 605 | TULSA | OK | 741356100 | NONE | PC | CAPITAL/EQUIPMENT | $1,001,760 |
| TULSA COMMUNITY FOUNDATION | |||||||
| 7030 S YALE AVE 600 | TULSA | OK | 74136 | NONE | PC | OPERATING | $512,850 |
| TULSA DAY CENTER INC | |||||||
| 415 W ARCHER ST | TULSA | OK | 741031807 | NONE | PC | OPERATING | $1,000 |
| TULSA GARDEN CENTER INC | |||||||
| 2435 S PEORIA AVE | TULSA | OK | 741141326 | NONE | PC | CAPITAL/EQUIPMENT | $20,000 |
| TULSA GARDEN CLUB | |||||||
| PO BOX 521003 | TULSA | OK | 74152 | NONE | PC | GENERAL FUNDRAISING | $750 |
| TULSA POLICE DEPARTMENT | |||||||
| 600 CIVIC CENTER | TULSA | OK | 74103 | NONE | GOV | OPERATING | $1,000 |
| TULSA TECH | |||||||
| 6111 E SKELLY DR | TULSA | OK | 741477200 | NONE | PC | PROGRAM | $125,000 |
| TULSA ZOO MANAGEMENT INC | |||||||
| 6421 E 36TH ST N | TULSA | OK | 741152121 | NONE | PC | GENERAL FUNDRAISING | $13,820 |
| UNIVERSITY OF OKLAHOMA FOUNDATION | |||||||
| 100 TIMBERDELL ROAD | NORMAN | OK | 73019 | NONE | PC | PROGRAM | $30,000 |
| UNIVERSITY OF TULSA | |||||||
| 800 S TUCKER DR | TULSA | OK | 741049700 | NONE | PC | GENERAL FUNDRAISING & OPERATING | $6,000 |
| USA BMX FOUNDATION | |||||||
| 1645 W SUNRISE BLVD | GILBERT | AZ | 852335018 | NONE | PC | CAPITAL/EQUIPMENT | $1,000,000 |
| VOLUNTEERS OF AMERICA OKLAHOMA | |||||||
| 9605 E 61ST STREET | TULSA | OK | 74133 | NONE | PC | OPERATING | $1,000 |
| WILD HEART RANCH WILDLIFE RESCUE | |||||||
| PO BOX 170 | FOYIL | OK | 740310170 | NONE | PC | MEMORIAL, HONORARIUM, EMPLOYEE GIVING | $500 |
| WOODWARD INDUSTRIAL FOUNDATION | |||||||
| PO BOX 1406 | WOODWARD | OK | 738021406 | NONE | PC | OPERATING | $2,500 |
| YMCA OF GREATER TULSA | |||||||
| 420 S MAIN STREET SUITE 200 | TULSA | OK | 74103 | NONE | PC | OPERATING | $1,000 |
| YOUTH SERVICES OF TULSA INC | |||||||
| 311 S MADISON AVE | TULSA | OK | 741203208 | NONE | PC | OPERATING | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,361,895 | 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 | $399,953 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,300,435 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$167,673 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM RELATED INVESTMENT INTEREST INCOME | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $343 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,533,058 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,533,058 | 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 | $4,021,000 | Yes (X) |
| DEBRA HARDESTY CRISTO FAMILY LLC | ||||||
| 2 | 4141 N MEMORIAL DRIVE | TULSA | OK | 74115 | $203,000 | Yes (X) |
| MICHELLE HARDESTY FAMILY LLC | ||||||
| 3 | 4141 N MEMORIAL DRIVE | TULSA | OK | 74115 | $258,000 | 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 |
| Computation Method | SL | ComputationMethodTxt |
| Life | 7.000000000000 | LifeRt |
| Current Year Expense | $131 | CurrentYearExpenseAmt |
| Net Investment Income | $88 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $88 | AdjustedNetIncomeAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | VerificationVerificationDt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LIBERTY AREA FIRE PROTECTION ASSOCIATION | |||||||||||
| 768 NORTH 260 ROAD | MOUNDS | OK | 74047 | 2019-09-17 | $12,000 | TO PROVIDE NEW BUNKER GEAR FOR FIVE VOLUNTEER FIREFIGHTERS | $12,000 | NONE | CONTINUOUS | 2020-03-04 | THE LIBERTY AREA FIRE PROTECTION ASSOCIATION SUBMITTED FULL AND COMPLETE REPORTS OF ITS EXPENDITURES OF THE SEPTEMBER 2019 GRANT WITH PICTURES OF THE BUNKER GEAR PURCHASED FOR THE FIRE DEPARTMENT. THE HARDESTY FAMILY FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE. ONE OF OUR BOARD MEMBERS HAS A RELATIONSHIP WITH THE FIRE DEPARTMENT AND HAS SEEN THE NEW BUNKER GEAR. |
| BIG BEND VOLUNTEER FIRE DEPARTMENT | |||||||||||
| 1050 COUNTY ROAD 6495 | RALSTON | OK | 74650 | 2019-10-14 | $5,000 | TO PROVIDE FOR REPAIRS AND SUPPLIES FOR THE VOLUNTEER FIRE DEPARTMENT. | $5,000 | NONE | CONTINUOUS | 2020-03-04 | THE BIG BEND VOLUNTEER FIRE DEPARTMENT SUBMITTED FULL AND COMPLETE REPORTS OF ITS EXPENDITURES OF THE OCTOBER 2019 GRANT WITH A LETTER OUTLINING HOW THE FUNDS WERE USED FOR REPAIRS AND SUPPLIES. THE HARDESTY FAMILY FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE. |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (53 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1500000 SHS ROYAL BK SCOTLND | $1,502,059 | $1,615,350 |
| 2000000 SHS LLOYDS BANKING GROUP | $1,974,700 | $2,126,420 |
| 2000000 SHS BARCLAYS PLC | $1,990,203 | $2,004,000 |
| 208000 SHS AT&T INC | $208,014 | $208,308 |
| 153000 SHS KINDER MORGAN ENERGY PARTNERS LP | $156,278 | $156,683 |
| 76000 SHS EXELON GENERATION CO LLC | $76,943 | $76,869 |
| 208000 SHS HEWLETT PACKARD ENTERPRISE CO | $209,461 | $210,415 |
| 250000 SHS BANK OF AMERICA CORP | $250,323 | $251,435 |
| 167000 SHS CITIGROUP INC | $167,283 | $167,985 |
| 3872000 SHS JPMORGAN CHASE & CO | $3,826,727 | $3,890,121 |
| 1632000 SHS NATIONAL BANK OF CANADA | $1,595,884 | $1,636,831 |
| 5000000 SHS HSBC HOLDINGS PLC | $4,952,700 | $5,064,000 |
| 76000 SHS MYLAN NV | $76,653 | $76,891 |
| 230000 SHS AT&T INC | $235,076 | $237,068 |
| 441000 SHS WILLIAMS COS INC/THE | $455,911 | $481,885 |
| 2000000 SHS GOLDMAN SACHS GROUP INC/THE | $1,934,860 | $2,008,620 |
| 209000 SHS VIACOM INC | $212,825 | $216,248 |
| 76000 SHS ENERGY TRANSFER OPERATING LP | $79,553 | $79,615 |
| 5753000 SHS ONEOK INC | $5,511,927 | $5,966,609 |
| 3000000 SHS EXPRESS SCRIPTS HOLDING CO | $2,999,790 | $3,091,980 |
| 645000 SHS CAPITAL ONE FINANCIAL CORP | $629,441 | $657,848 |
| 70000 SHS EXELON GENERATION CO LLC | $70,922 | $71,805 |
| 153000 SHS WESTERN UNION CO/THE | $154,432 | $156,954 |
| 254000 SHS WILLIAMS COS INC/THE | $256,695 | $260,708 |
| 1208000 SHS AMERICAN INTERNATIONAL GROUP INC | $1,245,441 | $1,292,838 |
| 3560000 SHS PLAINS ALL AMERICAN PIPELINE LP / PAA FINANCE CORP | $3,588,656 | $3,641,738 |
| 52000 SHS EXELON GENERATION CO LLC | $53,846 | $54,227 |
| 792000 SHS WILLIAMS COS INC/THE | $792,986 | $811,539 |
| 4000000 SHS UBS AG/STAMFORD CT COCO | $4,472,850 | $4,512,840 |
| 2000000 SHS GENERAL ELECTRIC CO | $1,818,006 | $2,016,680 |
| 95000 SHS HEWLETT PACKARD ENTERPRISE CO | $97,952 | $100,420 |
| 230000 SHS AT&T INC | $227,410 | $233,096 |
| 5000000 SHS ROYAL BANK OF SCOTLAND GROUP PLC | $5,163,198 | $5,427,050 |
| 953000 SHS WILLIAMS COS INC/THE | $895,342 | $983,858 |
| 280000 SHS PLAINS ALL AMERICAN PIPELINE LP / PAA FINANCE CORP | $273,116 | $279,860 |
| 3000000 SHS WELLS FARGO & CO | $2,926,582 | $3,103,560 |
| 153000 SHS KINDER MORGAN ENERGY PARTNERS LP | $154,723 | $157,362 |
| 1415000 SHS GOLDMAN SACHS GROUP INC/THE | $1,378,422 | $1,455,384 |
| 9500000 SHS EMC CORP | $8,197,648 | $9,589,680 |
| 200000 SHS ROYAL BANK OF SCOTLAND GROUP PLC | $202,526 | $219,114 |
| 328000 SHS EXPRESS SCRIPTS HOLDING CO | $328,175 | $331,582 |
| 61000 SHS KINDER MORGAN ENERGY PARTNERS LP | $61,803 | $63,146 |
| 5111000 SHS ONEOK INC | $5,117,991 | $5,969,648 |
| 44000 SHS ABBOTT LABORATORIES | $44,731 | $46,070 |
| 274000 SHS TIME WARNER INC | $284,933 | $292,010 |
| 280000 SHS ROYAL BANK OF SCOTLAND GROUP PLC | $282,658 | $309,837 |
| 1150000 SHS WARNER MEDIA LLC | $1,139,661 | $1,203,912 |
| 420000 SHS WILLIAMS COS INC/THE | $413,712 | $449,606 |
| 11000000 SHS HUMANA INC | $10,969,267 | $11,705,870 |
| 5000000 SHS LLOYDS BANKING GROUP PLC | $4,958,885 | $5,316,050 |
| 5000000 SHS CONOCOPHILLIPS CO | $4,467,168 | $5,282,350 |
| 2367000 SHS CITIGROUP INC | $2,476,764 | $2,706,049 |
| ACCRUED INTEREST | $0 | $1,017,066 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1000 SHS ALLERGAN PLC | $229,958 | $184,940 |
| 85000 SHS AT&T INC | $2,929,640 | $3,177,300 |
| 5315 SHS CALIFORNIA RES CORP | $380,615 | $34,760 |
| 200000 SHS GENERAL ELECTRIC CO | $4,693,900 | $2,254,000 |
| 100000 SHS LAREDO PETROLEUM INC | $1,372,865 | $216,000 |
| 80000 SHS VERIZON COMMUNICATIONS | $3,993,402 | $4,819,200 |
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 | $131 | AccumulatedDepreciationAmt |
| Book Value | $7,223 | BookValueAmt |
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 |
|---|---|---|---|---|
| BANK FEES | $13 | $0 | $0 | $13 |
| COMPUTER/PRINTER | $40,709 | $21,752 | $0 | $18,957 |
| CPE TRAINING | $2,800 | $2,800 | $0 | $0 |
| DATA PROCESSING SERVICES | $108 | $0 | $0 | $108 |
| DIRECT CHARITY EXPENSE | $3,656 | $0 | $0 | $3,656 |
| DUES | $829 | $770 | $0 | $59 |
| ENTERTAINMENT | $14,682 | $0 | $0 | $14,682 |
| INSURANCE | $905 | $0 | $0 | $905 |
| MAINTENANCE - GENERAL | $620 | $620 | $0 | $0 |
| MISCELLANEOUS EXPENSE | $279 | $0 | $0 | $279 |
| OFFICE SUPPLIES | $3,569 | $0 | $0 | $3,569 |
| POSTAGE | $292 | $0 | $0 | $292 |
| TELEPHONE | $960 | $0 | $0 | $960 |
| TRAINING EXPENSE | $524 | $0 | $0 | $524 |
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 | $343 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $343 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BROKER FEES | $25,281 | $25,281 | $0 | $0 |
| CONTRACT LABOR | $25,473 | $25,473 | $0 | $0 |
| PROFESSIONAL FEES | $5,200 | $0 | $0 | $5,200 |
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