2020-03-16T16:34:03-05:00 2019-11-30 731413977 HOGANTAYLOR LLP 2222 SOUTH UTICA PL SUITE 200 TULSA OK 74114 990PF 2018-12-01 204094088 THE HARDESTY FAMILY FOUNDATION INC HARD 9185853100 4141 N MEMORIAL DRIVE TULSA OK 74115 MICHELLE HARDESTY EXECUTIVE DIRECTOR 9185853100 2020-03-04 1 LOU ANN GIBSON P00405885 9187452333 2020-03-04 2018 2022-09-23 18:48:47Z X 130960509 X 4482000 399953 399953 4300435 4300435 -167673 2815693 0 343 343 0 9015058 4700731 0 103801 3114 0 100687 179998 15105 0 164893 55954 50754 0 5200 227 227 0 11638 3139 0 8499 69946 25942 0 44004 421564 98281 0 323283 6361895 6361895 6783459 98281 0 6685178 2231599 4602450 0 259977 101677 101677 15395545 20878319 20878319 68501 0 0 5400 14712912 13600380 10686200 93477182 91563112 99287090 7354 131 95 7223 7223 123919612 126150711 130960509 500 500 0 X 0 0 59000000 59000000 64919112 67150711 123919112 126150711 123919612 126150711 123919112 2231599 0 126150711 0 126150711 PUBLICLY TRADED SECURITIES P 2815693 2983366 -167673 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PC GENERAL FUNDRAISING 1500 BIG BEND VOLUNTEER FIRE DEPARTMENT 1050 COUNTY ROAD 6495 RALSTON OK 74650 NONE NC OPERATING 5000 C&S PATIENT EDUCATION FOUNDATION 320 OSPREY CT WEXFORD PA 150902509 NONE PC MEMORIAL, HONORARIUM, EMPLOYEE GIVING 2000 CATHOLIC CHARITIES USA PO BOX 580460 TULSA OK 741580460 NONE PC OPERATING 1000 THE CENTER FOR INDIVIDUALS WITH PHYSICAL CHALLENGES LTD 815 S UTICA AVE TULSA OK 741043612 NONE PC OPERATING & PROGRAM 41100 CLAREHOUSE INC 7617 S MINGO RD TULSA OK 741333334 NONE PC OPERATING 20000 COMMUNITY FOOD BANK OF EASTERN OKLAHOMA INC 1304 N KENOSHA AVE TULSA OK 741065940 NONE PC OPERATING 1200 COMMUNITY HEALTH CONNECTION INC 2321 E 3RD ST TULSA OK 741041831 NONE PC OPERATING 20000 COMMUNITY SERVICE COUNCIL OF GREATER TULSA 1604 S BALTIMORE AVE TULSA OK 741194406 NONE PC OPERATING 1500 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 1000 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 41000 EASTERN OKLAHOMA DONATED DENTAL SERVICES 9810 E 42ND ST STE 210 TULSA OK 741463600 NONE PC OPERATING 30000 FAB LAB TULSA INC 710 SOUTH LEWIS AVENUE TULSA OK 74104 NONE PC CAPITAL/EQUIPMENT 50000 FAMILY & CHILDRENS SERVICES 650 S PEORIA AVE TULSA OK 741204429 NONE PC CAPITAL & OPERATING 161000 FIRST UNITED METHODIST CHURCH 1115 S BOULDER AVE TULSA OK 74119 NONE PC OPERATING 10000 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 29640 GOLD4KIDS CANCER FOUNDATION OF TULSA 13115 S 92ND EAST AVE BIXBY OK 740083573 NONE PC GENERAL FUNDRAISING 5000 GOODWILL INDUSTRIES OF TULSA INC 2800 SOUTHWEST BLVD TULSA OK 741073817 NONE PC PROGRAM & OPERATING 25500 HBA CHARITABLE FOUNDATION 11545 E 43RD STREET TULSA OK 74146 NONE PC OPERATING 5000 HEARTS FOR HEARING FOUNDATION INC 5350 E 31ST ST STE 301 TULSA OK 74135 NONE PC OPERATING 1000 HOMELESS ALLIANCE 1724 NW 4TH ST OKLAHOMA CITY OK 731062609 NONE PC OPERATING 5000 HUMBLE WARRIOR COLLECTIVE LTD 36 E CAMERON ST TULSA OK 741031405 NONE PC GENERAL FUNDRAISING & PROGRAM 1140 JAZZ AT ASPEN-SNOWMASS 110 E HALLAM STE 104 ASPEN CO 81611 NONE PC GENERAL FUNDRAISING 7200 JOHN 316 MISSION 575 N 39TH WEST AVE TULSA OK 741275028 NONE PC OPERATING 31800 KENDALL WHITTIER MAIN STREET INC 2216 E ADMIRAL BLVD TULSA OK 74110 NONE PC GENERAL FUNDRAISING 1500 LEADERSHIP OKLAHOMA 3037 NW 63RD STREET SUITE 104W OKLAHOMA CITY OK 73116 NONE PC OPERATING 7100 LEADERSHIP TULSA INC 1717 S BOULDER AVE STE 104 TULSA OK 741194833 NONE PC PROGRAM 20000 LIBERTY AREA FIRE PROTECTION ASSOCIATION 768 NORTH 260 ROAD MOUNDS OK 74047 NONE NC CAPITAL/EQUIPMENT 12000 LIFE SENIOR SERVICES INC 5330 EAST 31ST STREET SUITE 800 TULSA OK 741355114 NONE PC OPERATING 1000 THE LITTLE LIGHT HOUSE INC 5120 E 36TH ST TULSA OK 741355228 NONE PC OPERATING & PROGRAM 21800 LIVING ARTS OF TULSA INCORPORATED 3076 E MB BRADY TULSA OK 74104 NONE PC GENERAL FUNDRAISING 1000 MEALS ON WHEELS OF METRO TULSA INC 12620 E 31ST ST TULSA OK 741462307 NONE PC OPERATING 10000 MENTAL HEALTH ASSOCIATION OKLAHOMA 5330 E 31ST STREET SUITE 1000 TULSA OK 741355076 NONE PC PROGRAM & OPERATING 689000 A NEW LEAF 2306 S 1ST PL BROKEN ARROW OK 740127137 NONE PC CAPITAL/EQUIPMENT 1000000 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 2500 OKLAHOMA DEPARTMENT OF HUMAN SERVICES 444 S HOUSTON ST TULSA OK 74127 NONE GOV OPERATING 1000 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 10000 OKLAHOMANS FOR EQUALITY 621 E 4TH ST TULSA OK 74120 NONE PC OPERATING & GENERAL FUNDRAISING 6000 OSAGE-FOREST OF PEACE 141 MONASTERY ROAD SAND SPRINGS OK 74063 NONE PC GENERAL FUNDRAISING 2500 PARENT CHILD CENTER OF TULSA INC 1421 SOUTH BOSTON AVENUE TULSA OK 74119 NONE PC PROGRAM 80000 PAUSE4PAWS INC 2032 UTICA SQUARE BOX 52768 TULSA OK 74152 NONE PC OPERATING 2500 THE PENCIL BOX PO BOX 52631 TULSA OK 741520631 NONE PC OPERATING 10000 PHILANTHROPY SOUTHWEST 1910 PACIFIC AVENUE SUITE 13500 DALLAS TX 75201 NONE PC OPERATING 3500 SAINT SIMEON'S EPISCOPAL HOME FOUNDATION 3701 MARTIN LUTHER KING JR BLVD TULSA OK 74106 NONE PC PROGRAM & OPERATING 10500 THE SALVATION ARMY 924 SOUTH HUDSON TULSA OK 74112 NONE PC GENERAL FUNDRAISING & OPERATING 4900 ST PHILIP NERI NEWMAN CENTER AT THE UNIVERISITY OF TULSA 440 SOUTH FLORENCE AVENUE TULSA OK 74104 NONE PC GENERAL FUNDRAISING 2500 STAND IN THE GAP INC 3939 S HARVARD AVE SUITE 120 TULSA OK 74135 NONE PC OPERATING 10000 STREET SCHOOL INC 1135 S YALE TULSA OK 74112 NONE PC PROGRAM 11000 TRI COUNTY TECH ENDOWMENT FUND INC 6101 NOWATA ROAD BARTLESVILLE OK 74006 NONE PC PROGRAM 60000 TULSA ADVOCATES FOR THE RIGHTS OF CITIZENS WITH DEVELOPMENTAL DISABILITIES 2516 E 71ST ST SUITE A TULSA OK 74136 NONE PC CAPITAL/EQUIPMENT 7000 TULSA AREA UNITED WAY 1430 S BOULDER AVE TULSA OK 741193604 NONE PC OPERATING 45000 TULSA BALLET THEATER INC 1212 E 45TH PLACE TULSA OK 741054508 NONE PC PROGRAM & GENERAL FUNDRAISING 73000 HIV RESOURCE CONSORTIUM DBA TULSA CARES 3712 E 11TH STREET TULSA OK 74112 NONE PC GENERAL FUNDRAISING 3797 TULSA CHILDREN'S MUSEUM 560 N MAYBELLE AVE TULSA OK 741276926 NONE PC GENERAL FUNDRAISING & CAPITAL 902028 TULSA COMMUNITY COLLEGE FOUNDATION 6111 E SKELLY DRIVE SUITE 605 TULSA OK 741356100 NONE PC CAPITAL/EQUIPMENT 1001760 TULSA COMMUNITY FOUNDATION 7030 S YALE AVE 600 TULSA OK 74136 NONE PC OPERATING 512850 TULSA DAY CENTER INC 415 W ARCHER ST TULSA OK 741031807 NONE PC OPERATING 1000 TULSA GARDEN CENTER INC 2435 S PEORIA AVE TULSA OK 741141326 NONE PC CAPITAL/EQUIPMENT 20000 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 1000 TULSA TECH 6111 E SKELLY DR TULSA OK 741477200 NONE PC PROGRAM 125000 TULSA ZOO MANAGEMENT INC 6421 E 36TH ST N TULSA OK 741152121 NONE PC GENERAL FUNDRAISING 13820 UNIVERSITY OF OKLAHOMA FOUNDATION 100 TIMBERDELL ROAD NORMAN OK 73019 NONE PC PROGRAM 30000 UNIVERSITY OF TULSA 800 S TUCKER DR TULSA OK 741049700 NONE PC GENERAL FUNDRAISING & OPERATING 6000 USA BMX FOUNDATION 1645 W SUNRISE BLVD GILBERT AZ 852335018 NONE PC CAPITAL/EQUIPMENT 1000000 VOLUNTEERS OF AMERICA OKLAHOMA 9605 E 61ST STREET TULSA OK 74133 NONE PC OPERATING 1000 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 2500 YMCA OF GREATER TULSA 420 S MAIN STREET SUITE 200 TULSA OK 74103 NONE PC OPERATING 1000 YOUTH SERVICES OF TULSA INC 311 S MADISON AVE TULSA OK 741203208 NONE PC OPERATING 1000 6361895 0 14 399953 14 4300435 18 -167673 PROGRAM RELATED INVESTMENT INTEREST INCOME 14 343 0 4533058 0 4533058 0 0 0 0 0 0 0 0 0 0 X X 1 F ROGER HARDESTY 4141 N MEMORIAL DRIVE TULSA OK 74115 4021000 X 2 DEBRA HARDESTY CRISTO FAMILY LLC 4141 N MEMORIAL DRIVE TULSA OK 74115 203000 X 3 MICHELLE HARDESTY FAMILY LLC 4141 N MEMORIAL DRIVE TULSA OK 74115 258000 X DELL POWEREDGE T130 SERVER 2019-10-17 7354 SL 7.000000000000 131 88 88 LIBERTY AREA FIRE PROTECTION ASSOCIATION 768 NORTH 260 ROAD MOUNDS OK 74047 2019-09-17 12000 TO PROVIDE NEW BUNKER GEAR FOR FIVE VOLUNTEER FIREFIGHTERS 12000 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 5000 TO PROVIDE FOR REPAIRS AND SUPPLIES FOR THE VOLUNTEER FIRE DEPARTMENT. 5000 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. 1500000 SHS ROYAL BK SCOTLND 1502059 1615350 2000000 SHS LLOYDS BANKING GROUP 1974700 2126420 2000000 SHS BARCLAYS PLC 1990203 2004000 208000 SHS AT&T INC 208014 208308 153000 SHS KINDER MORGAN ENERGY PARTNERS LP 156278 156683 76000 SHS EXELON GENERATION CO LLC 76943 76869 208000 SHS HEWLETT PACKARD ENTERPRISE CO 209461 210415 250000 SHS BANK OF AMERICA CORP 250323 251435 167000 SHS CITIGROUP INC 167283 167985 3872000 SHS JPMORGAN CHASE & CO 3826727 3890121 1632000 SHS NATIONAL BANK OF CANADA 1595884 1636831 5000000 SHS HSBC HOLDINGS PLC 4952700 5064000 76000 SHS MYLAN NV 76653 76891 230000 SHS AT&T INC 235076 237068 441000 SHS WILLIAMS COS INC/THE 455911 481885 2000000 SHS GOLDMAN SACHS GROUP INC/THE 1934860 2008620 209000 SHS VIACOM INC 212825 216248 76000 SHS ENERGY TRANSFER OPERATING LP 79553 79615 5753000 SHS ONEOK INC 5511927 5966609 3000000 SHS EXPRESS SCRIPTS HOLDING CO 2999790 3091980 645000 SHS CAPITAL ONE FINANCIAL CORP 629441 657848 70000 SHS EXELON GENERATION CO LLC 70922 71805 153000 SHS WESTERN UNION CO/THE 154432 156954 254000 SHS WILLIAMS COS INC/THE 256695 260708 1208000 SHS AMERICAN INTERNATIONAL GROUP INC 1245441 1292838 3560000 SHS PLAINS ALL AMERICAN PIPELINE LP / PAA FINANCE CORP 3588656 3641738 52000 SHS EXELON GENERATION CO LLC 53846 54227 792000 SHS WILLIAMS COS INC/THE 792986 811539 4000000 SHS UBS AG/STAMFORD CT COCO 4472850 4512840 2000000 SHS GENERAL ELECTRIC CO 1818006 2016680 95000 SHS HEWLETT PACKARD ENTERPRISE CO 97952 100420 230000 SHS AT&T INC 227410 233096 5000000 SHS ROYAL BANK OF SCOTLAND GROUP PLC 5163198 5427050 953000 SHS WILLIAMS COS INC/THE 895342 983858 280000 SHS PLAINS ALL AMERICAN PIPELINE LP / PAA FINANCE CORP 273116 279860 3000000 SHS WELLS FARGO & CO 2926582 3103560 153000 SHS KINDER MORGAN ENERGY PARTNERS LP 154723 157362 1415000 SHS GOLDMAN SACHS GROUP INC/THE 1378422 1455384 9500000 SHS EMC CORP 8197648 9589680 200000 SHS ROYAL BANK OF SCOTLAND GROUP PLC 202526 219114 328000 SHS EXPRESS SCRIPTS HOLDING CO 328175 331582 61000 SHS KINDER MORGAN ENERGY PARTNERS LP 61803 63146 5111000 SHS ONEOK INC 5117991 5969648 44000 SHS ABBOTT LABORATORIES 44731 46070 274000 SHS TIME WARNER INC 284933 292010 280000 SHS ROYAL BANK OF SCOTLAND GROUP PLC 282658 309837 1150000 SHS WARNER MEDIA LLC 1139661 1203912 420000 SHS WILLIAMS COS INC/THE 413712 449606 11000000 SHS HUMANA INC 10969267 11705870 5000000 SHS LLOYDS BANKING GROUP PLC 4958885 5316050 5000000 SHS CONOCOPHILLIPS CO 4467168 5282350 2367000 SHS CITIGROUP INC 2476764 2706049 ACCRUED INTEREST 0 1017066 1000 SHS ALLERGAN PLC 229958 184940 85000 SHS AT&T INC 2929640 3177300 5315 SHS CALIFORNIA RES CORP 380615 34760 200000 SHS GENERAL ELECTRIC CO 4693900 2254000 100000 SHS LAREDO PETROLEUM INC 1372865 216000 80000 SHS VERIZON COMMUNICATIONS 3993402 4819200 DELL POWEREDGE T130 SERVER 7354 131 7223 BANK FEES 13 0 0 13 COMPUTER/PRINTER 40709 21752 0 18957 CPE TRAINING 2800 2800 0 0 DATA PROCESSING SERVICES 108 0 0 108 DIRECT CHARITY EXPENSE 3656 0 0 3656 DUES 829 770 0 59 ENTERTAINMENT 14682 0 0 14682 INSURANCE 905 0 0 905 MAINTENANCE - GENERAL 620 620 0 0 MISCELLANEOUS EXPENSE 279 0 0 279 OFFICE SUPPLIES 3569 0 0 3569 POSTAGE 292 0 0 292 TELEPHONE 960 0 0 960 TRAINING EXPENSE 524 0 0 524 PROGRAM RELATED INVESTMENT INTEREST INCOME 343 343 0 BROKER FEES 25281 25281 0 0 CONTRACT LABOR 25473 25473 0 0 PROFESSIONAL FEES 5200 0 0 5200