HARDESTY FAMILY FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- HARDESTY FAMILY FOUNDATION INC (EIN 20-4094088)
- Tax period
- 2017-12-01 to 2018-11-30
- Filed
- 2019-04-08
- IRS object ID
- 201940989349100009
- Schema version
- 2017v2.3
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-04-08T13:34:51-05:00 | ReturnTs |
| Tax Period End | 2018-11-30 | 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 | 2017-12-01 | 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 NORTH MEMORIAL DRIVE | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 741151400 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHELLE HARDESTY | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 9185853100 | PhoneNum |
| Signature | 2019-03-27 | 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 | 2019-03-27 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 98.184.84.130 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-03-27 | IPDt |
| IP Tm | 10:35:46 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 41725FB736D630B2B089DC835254987A20F27745 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $121,370,154 | 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 | $3,922,580 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $346,291 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $346,291 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $3,822,578 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,822,578 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,242,025 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $54,424,116 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,242,025 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $10,526 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $10,526 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $12,344,000 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,421,420 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $102,150 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $3,038 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $99,112 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $107,826 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $107,826 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $113,269 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $107,619 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $5,650 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $126,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $4,249 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $4,249 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Trav Conf Meeting Rev And Expnss | $6,170 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $3,883 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,287 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $67,669 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $27,606 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $40,063 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $527,333 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $146,395 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $254,938 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,610,125 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,610,125 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $8,137,458 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $146,395 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,865,063 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,206,542 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $8,275,025 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $504,457 | CashBOYAmt |
| Cash EOY | $259,977 | CashEOYAmt |
| Cash EOYFMV | $259,977 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $25,275,952 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $15,395,545 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $15,395,545 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $68,501 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $678,501 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $68,501 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $68,501 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $7,705 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $5,400 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $5,400 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $36,683,159 | CorporateStockBOYAmt |
| Corporate Stock EOY | $14,712,912 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,679,951 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $56,558,451 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $93,477,182 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $94,960,685 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $9,995 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $9,900 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $4,345 | LandBOYAmt |
| Land EOY | $95 | LandEOYAmt |
| Land EOYFMV | $95 | LandEOYFMVAmt |
| Total Assets BOY | $119,712,570 | TotalAssetsBOYAmt |
| Total Assets EOY | $123,919,612 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $121,370,154 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $500 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $500 | 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 | $60,712,570 | RetainedEarningBOYAmt |
| Retained Earning EOY | $64,919,112 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $119,712,570 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $123,919,112 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $119,712,570 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $123,919,612 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $119,712,570 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,206,542 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $123,919,112 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $123,919,112 | 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 |
| Gross Sales Price | $54,424,116 | GrossSalesPriceAmt |
| Cost Or Other Basis | $50,182,091 | CostOrOtherBasisAmt |
| Gain Or Loss | $4,242,025 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $4,242,025 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,242,025 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $4,242,025 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $7,529,645 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $118,924,732 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.063314 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $6,453,869 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $110,784,352 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.058256 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $9,189,001 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $106,890,435 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.085967 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $4,591,068 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $113,094,468 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.040595 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $4,444,480 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $95,219,597 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.046676 | DistributionYr5Rt |
| Total Distribution | 0.294808 | TotalDistributionRt |
| Average Distribution | 0.058962 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $123,934,502 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $7,307,426 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $82,750 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $7,390,176 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $7,865,063 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $82,750 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $82,750 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $82,750 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $200,934 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $200,934 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $118,184 | OverpaymentAmt |
| Applied To ES Tax | $118,184 | 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 | Yes (1) | 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 NORTH 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 |
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 | TULSA | OK | 74115 | PRESIDENT & DIRECTOR | 1.00 | $0 | $0 | $0 |
| DONNA J HARDESTY | ||||||||
| 4141 N MEMORIAL | TULSA | OK | 74115 | VICE-PRESIDENT & DIRECTOR | 1.00 | $0 | $0 | $0 |
| MICHELLE HARDESTY | ||||||||
| 4141 N MEMORIAL | TULSA | OK | 74115 | EXECUTIVE DIRECTOR | 40.00 | $91,550 | $9,730 | $0 |
| MARILYN COX | ||||||||
| 4141 N MEMORIAL | TULSA | OK | 74115 | SECRETARY | 1.00 | $0 | $0 | $0 |
| CONNOR HARDESTY | ||||||||
| 4141 N MEMORIAL | TULSA | OK | 74115 | DIRECTOR | 1.00 | $870 | $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 | GRANTS MANAGER | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $71,628 | CompensationAmt |
| Employee Benefits | $7,479 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRUST COMPANY OF OKLAHOMA | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6120 S YALE SUITE 1900 | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74136 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT SERVICES | ServiceTypeTxt |
| Compensation | $107,619 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $107,060,559 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $18,634,496 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $126,774 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $125,821,829 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $125,821,829 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,887,327 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $123,934,502 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,196,725 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,196,725 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $82,750 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $82,750 | TotalTaxAmt |
| Distributable Before Adj | $6,113,975 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $610,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,723,975 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $6,723,975 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,865,063 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $7,865,063 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $82,750 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $7,782,313 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,723,975 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $7,692,146 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,865,063 | QualifyingDistributionsAmt |
| Applied To Year1 | $7,692,146 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $172,917 | 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 | $6,551,058 | 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 (84 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| 12 & 12 INC | ||||||
| 6333 E SKELLY DR | TULSA | OK | 741356106 | PC | OPERATING, PROGRAM | $25,850 |
| ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATION | ||||||
| 2448 E 81ST STREET SUITE 3000 | TULSA | OK | 74137 | PC | GENERAL FUNDRAISING | $300 |
| AMERICAN CANCER SOCIETY - SOUTH REGION | ||||||
| 4110 S 100TH EAST AVENUE STE101 | TULSA | OK | 74146 | PC | GENERAL FUNDRAISING; MEMORIAL, HONORARIUM, EMPLOYEE GIVING | $2,900 |
| AMERICAN MACULAR DEGENERATION FOUNDATION INC | ||||||
| PO BOX 515 | NORTHAMPTON | MA | 010610515 | PC | MEMORIAL, HONORARIUM, EMPLOYEE GIVING | $250 |
| AMERICAN NATIONAL RED CROSS - TULSA AREA CHAPTER | ||||||
| 10151 E 11TH STREET | TULSA | OK | 74128 | PC | CAPITAL/EQUIPMENT | $75,000 |
| ARTS ALLIANCE TULSA | ||||||
| 7030 S YALE AVE STE 600 | TULSA | OK | 741365749 | PC | GENERAL FUNDRAISING | $25,000 |
| ARTS & HUMANITIES COUNCIL OF TULSA DBA AHHA TULSA | ||||||
| 101 E ARCHER ST | TULSA | OK | 741032402 | PC | OPERATING, PROGRAM | $74,100 |
| ASSOCIATION OF FUNDRAISING PROFESSIONALS | ||||||
| PO BOX 33103 | TULSA | OK | 74153 | PC | GENERAL FUNDRAISING | $2,500 |
| CARTER BAPTIST CHURCH | ||||||
| 21501 S 490 ROAD | AFTON | OK | 74331 | PC | MEMORIAL, HONORARIUM, EMPLOYEE GIVING | $250 |
| CATHOLIC CHARITIES USA | ||||||
| 2450 N HARVARD AVE | TULSA | OK | 74115 | PC | OPERATING, PROGRAM | $10,250 |
| THE CENTER FOR INDIVIDUALS WITH PHYSICAL CHALLENGES | ||||||
| 815 S UTICA AVE | TULSA | OK | 74104 | PC | OPERATING, GENERAL FUNDRAISING, PROGRAM | $34,993 |
| THE CHILDREN'S CENTER INC | ||||||
| 6800 NW 39TH EXPY | BETHANY | OK | 730082513 | PC | GENERAL FUNDRAISING, CAPITAL/EQUIPMENT | $100,080 |
| CIRCLE CINEMA FOUNDATION INC | ||||||
| 8 S LEWIS AVE | TULSA | OK | 741041615 | PC | OPERATING | $10,640 |
| CLAREHOUSE INC | ||||||
| 7617 S MINGO RD | TULSA | OK | 741333334 | PC | OPERATING, PROGRAM | $21,850 |
| COMMUNITY FOOD BANK OF EASTERN OKLAHOMA INC | ||||||
| 1304 N KENOSHA AVE | TULSA | OK | 741065940 | PC | OPERATING, GENERAL FUNDRAISING | $26,000 |
| COMMUNITY SERVICE COUNCIL OF GREATER TULSA | ||||||
| 16 E 16TH ST STE 202 | TULSA | OK | 741194402 | PC | OPERATING | $500 |
| CONQUER CHIARI | ||||||
| 320 OSPREY CT | WEXFORD | PA | 150902509 | PC | MEMORIAL, HONORARIUM, EMPLOYEE GIVING | $500 |
| CORNERSTONE CHRISTIAN ACADEMY | ||||||
| 7770 WHIRLPOOL DRIVE | SPERRY | OK | 74073 | PC | MEMORIAL, HONORARIUM, EMPLOYEE GIVING | $500 |
| COUNSELING & RECOVERY SERVICES OF OKLAHOMA | ||||||
| 7010 S YALE AVE | TULSA | OK | 741365713 | PC | OPERATING | $250 |
| DESTINYLIFE CHURCH INC | ||||||
| 2300 SOUTHAVEN ROAD | CLAREMORE | OK | 74019 | PC | MEMORIAL, HONORARIUM, EMPLOYEE GIVING | $500 |
| DOMESTIC VIOLENCE INTERVENTION SERVICES INC | ||||||
| 3124 E APACHE ST | TULSA | OK | 741102320 | PC | OPERATING | $50,500 |
| EASTERN OKLAHOMA DONATED DENTAL SERVICES | ||||||
| 9810 E 42ND ST SUITE 210 | TULSA | OK | 74146 | PC | OPERATING SUPPORT | $25,000 |
| EDISON BOOSTER CLUB | ||||||
| 2906 E 41ST STREET | TULSA | OK | 74105 | PC | MEMORIAL, HONORARIUM, EMPLOYEE GIVING | $500 |
| EMERGENCY INFANT SERVICES | ||||||
| 222 S HOUSTON AVE | TULSA | OK | 741278907 | PC | GENERAL FUNDRAISING | $150 |
| FAB LAB TULSA INC | ||||||
| 710 SOUTH LEWIS AVENUE | TULSA | OK | 74104 | PC | OPERATING | $50,000 |
| FAMILY & CHILDRENS SERVICE INC | ||||||
| 650 S PEORIA AVE | TULSA | OK | 741204429 | PC | PROGRAM, OPERATING | $36,100 |
| FIRST UNITED METHODIST CHURCH | ||||||
| PO BOX 1620 | TULSA | OK | 741011620 | PC | MEMORIAL, HONORARIUM, EMPLOYEE GIVING | $5,000 |
| FRONTIER MEDIA GROUP | ||||||
| 12117 S 12TH CT | JENKS | OK | 74037 | PC | OPERATING | $500 |
| GIRL SCOUTS OF EASTERN OKLAHOMA | ||||||
| 4810 S 129TH EAST AVE | TULSA | OK | 741347001 | PC | PROGRAM | $29,657 |
| GLOBAL GARDENS | ||||||
| PO BOX 52034 | TULSA | OK | 741520034 | PC | OPERATING | $10,000 |
| GOLD4KIDS CANCER FOUNDATION OF TULSA | ||||||
| 13115 S 92ND EAST AVE | BIXBY | OK | 740083573 | PC | GENERAL FUNDRAISING | $15,000 |
| HAPPY HANDS EDUCATION CENTER INC | ||||||
| 8801 S GARNETT | BROKEN ARROW | OK | 74012 | PC | MEMORIAL, HONORARIUM, EMPLOYEE GIVING | $500 |
| HBA CHARITABLE FOUNDATION | ||||||
| 11545 E 43RD ST | TULSA | OK | 741464202 | PC | GENERAL FUNDRAISING | $2,500 |
| HOLLAND HALL SCHOOL | ||||||
| 5666 E 81ST ST | TULSA | OK | 741372001 | PC | PROGRAM | $10,000 |
| HOMELESS ALLIANCE | ||||||
| 1724 NW 4TH STREET | OKLAHOMA CITY | OK | 73106 | PC | OPERATING | $2,500 |
| HOSPICE OF GREEN COUNTRY INC | ||||||
| 1120 S BOSTON AVE STE 200 | TULSA | OK | 741192403 | PC | GENERAL FUNDRAISING | $2,260 |
| INDIAN NATIONS BLUES ASSOCIATION | ||||||
| 6100 S YALE AVE SUITE 700 | TULSA | OK | 74136 | PC | GENERAL FUNDRAISING | $1,000 |
| JAZZ AT ASPEN-SNOWMASS | ||||||
| 110 E HALLAM ST STE 104 | ASPEN | CO | 816111461 | PC | PROGRAM | $7,900 |
| JOHN 316 MISSION | ||||||
| 575 N 39TH WEST AVE | TULSA | OK | 741275028 | PC | OPERATING | $500 |
| LEADERSHIP OKLAHOMA | ||||||
| 5500 N WESTERN AVE STE 142 | OKLAHOMA CITY | OK | 731184011 | PC | PROGRAM | $7,300 |
| LEADERSHIP TULSA INC | ||||||
| 1717 S BOULDER AVE STE 104 | TULSA | OK | 741194833 | PC | OPERATING | $10,000 |
| LIFE SENIOR SERVICES INC | ||||||
| 5950 E 31ST ST | TULSA | OK | 741355114 | PC | OPERATING, CAPITAL/EQUIPMENT | $100,500 |
| MENTAL HEALTH ASSOCIATION OKLAHOMA | ||||||
| 5330 EAST 31ST STREET SUITE 1000 | TULSA | OK | 74135 | PC | PROGRAM, OPERATING, GENERAL FUNDRAISING | $305,650 |
| A NEW LEAF | ||||||
| 2306 S 1ST PL | BROKEN ARROW | OK | 740127137 | PC | OPERATING, MEMORIAL, HONORARIUM, EMPLOYEE GIVING | $12,500 |
| OKLAHOMA ALLIANCE FOR ANIMALS | ||||||
| 2642 E 21ST ST STE 120 | TULSA | OK | 741141739 | PC | MEMORIAL, HONORARIUM, EMPLOYEE GIVING | $500 |
| OKLAHOMA CENTER FOR NONPROFITS INC | ||||||
| 720 W WILSHIRE BLVD STE 115 | OKLAHOMA CITY | OK | 731167737 | PC | OPERATING, GENERAL FUNDRASING | $7,000 |
| OKLAHOMA MEDICAL RESEARCH FOUNDATION | ||||||
| 825 NE 13TH ST | OKLAHOMA CITY | OK | 731045005 | PC | GENERAL FUNDRAISING | $7,500 |
| OKLAHOMA PROJECT WOMAN INC | ||||||
| PO BOX 14026 | TULSA | OK | 741591026 | PC | GENERAL FUNDRAISING | $5,000 |
| OKLAHOMANS FOR EQUALITY | ||||||
| PO BOX 2687 | TULSA | OK | 741012687 | PC | OPERATING | $500 |
| PARENT CHILD CENTER OF TULSA INC | ||||||
| 1421 S BOSTON AVE | TULSA | OK | 741193607 | PC | GENERAL FUNDRAISING | $60,150 |
| PARKSIDE PSYCHIATRIC HOSPITAL & CLINIC | ||||||
| 1620 E 12TH ST | TULSA | OK | 741205407 | PC | PROGRAM | $10,000 |
| PAUSE4PAWS INC | ||||||
| 3730 S DELAWARE AVE | TULSA | OK | 741053619 | PC | OPERATING | $2,500 |
| PHILANTHROPY SOUTHWEST | ||||||
| 8350 N CENTRAL EXPY STE M-1012 | DALLAS | TX | 752061600 | PC | OPERATING | $3,500 |
| PLANNED PARENTHOOD GREAT PLAINS | ||||||
| 4401 WEST 109TH STREET NO 200 | OVERLAND PARK | KS | 662111303 | PC | CAPITAL/EQUIPMENT | $250,000 |
| RESONANCE CENTER FOR WOMEN INC | ||||||
| 1608 S ELWOOD AVE | TULSA | OK | 741194208 | PC | PROGRAM | $22,000 |
| SAINT SIMEON'S EPISCOPAL HOME FOUNDATION | ||||||
| 3701 N MARTIN LUTHER KING JR BLVD | TULSA | OK | 741066450 | PC | OPERATING | $15,000 |
| SAN MIGUEL SCHOOL OF TULSA INC | ||||||
| 2444 E ADMIRAL BLVD | TULSA | OK | 741105323 | PC | GENERAL FUNDRAISING | $1,000 |
| SHERWIN MILLER MUSEUM OF JEWISH ART INC | ||||||
| 2021 EAST 71ST STREET | TULSA | OK | 74136 | PC | OPERATING | $2,500 |
| SHINING HONOR PROJECT | ||||||
| 7030 S YALE AVE STE 600 | TULSA | OK | 741365749 | PC | OPERATING | $1,000 |
| SNOWMASS WESTERN HERITAGE ASSOCIATION | ||||||
| PO BOX 5745 | SNOWMASS VLG | CO | 816155745 | PC | MEMORIAL, HONORARIUM, EMPLOYEE GIVING | $700 |
| SPECIAL OLYMPICS OKLAHOMA INC | ||||||
| 6835 SOUTH CANTON AVENUE | TULSA | OK | 74136 | PC | PROGRAM | $15,000 |
| ST JOHN HEALTH SYSTEM FOUNDATION | ||||||
| 1923 S UTICA AVE | TULSA | OK | 741046502 | PC | CAPITAL/EQUIPMENT | $100,000 |
| ST JUDE CHILDREN'S RESEARCH HOPSITAL | ||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | PC | MEMORIAL, HONORARIUM, EMPLOYEE GIVING | $150 |
| ST PHILIP NERI NEWMAN CENTER AT THE UNIVERSITY OF TULSA | ||||||
| 440 SOUTH FLORENCE AVENUE | TULSA | OK | 74104 | PC | GENERAL FUNDRAISING, CAPITAL/EQUIPMENT | $3,500 |
| STAND IN THE GAP INC | ||||||
| 3939 S HARVARD AVE | TULSA | OK | 741354654 | PC | OPERATING | $7,000 |
| TRANSITIONAL LIVING CENTERS OF OKLAHOMALINDSEY HOUSE | ||||||
| 601 S ELGIN AVE | TULSA | OK | 741203623 | PC | CAPITAL/EQUIPMENT | $300,000 |
| TRI COUNTY TECH ENDOWMENT FUND INC | ||||||
| 6101 SE NOWATA RD | BARTLESVILLE | OK | 74006 | PC | PROGRAM | $50,000 |
| THE TRISTESSE GRIEF CENTER | ||||||
| 2502 E 71ST STREET SUITE A | TULSA | OK | 74136 | PC | OPERATING | $1,050 |
| TULSA AIR AND SPACE MUSEUM | ||||||
| 3624 N 74TH EAST AVE | TULSA | OK | 741153622 | PC | GENERAL FUNDRAISING | $1,000 |
| TULSA AREA UNITED WAY | ||||||
| 1430 S BOULDER AVE | TULSA | OK | 741193604 | PC | OPERATING, PROGRAM | $71,500 |
| TULSA BALLET THEATER INC | ||||||
| 1212 E 45TH PL | TULSA | OK | 741054508 | PC | GENERAL FUNDRAISING, OPERATING | $14,500 |
| HIV RESOURCE CONSORTIUM DBA TULSA CARES | ||||||
| 3712 E 11TH ST | TULSA | OK | 741123952 | PC | GENERAL FUNDRAISING | $7,700 |
| TULSA CHILDREN'S MUSEUM | ||||||
| 560 N MAYBELLE AVE | TULSA | OK | 741276926 | PC | CAPITAL/EQUIPMENT | $2,100,000 |
| TULSA COMMUNITY FOUNDATION | ||||||
| 7030 S YALE AVE 600 | TULSA | OK | 74136 | PC | PROGRAM | $175 |
| TULSA DAY CENTER FOR THE HOMELESS INC | ||||||
| 415 W ARCHER ST | TULSA | OK | 741031807 | PC | CAPITAL/EQUIPMENT, OPERATING, GENERAL FUNDRAISING | $251,250 |
| TULSA GARDEN CENTER INC | ||||||
| 2435 S PEORIA AVE | TULSA | OK | 741141350 | PC | OPERATING | $10,000 |
| TULSA GIRLS ART SCHOOL PROJECT INC | ||||||
| 2202 E ADMIRAL BLVD | TULSA | OK | 74110 | PC | CAPITAL/EQUIPMENT | $250,000 |
| TULSA TECH | ||||||
| 6111 E SKELLY DR | TULSA | OK | 741477200 | PC | PROGRAM | $125,000 |
| TULSA ZOO MANAGEMENT INC | ||||||
| 6421 E 36TH ST N | TULSA | OK | 741152121 | PC | GENERAL FUNDRAISING, CAPITAL/EQUIPMENT | $263,820 |
| UNITED WAY OF CENTRAL OKLAHOMA | ||||||
| PO BOX 837 | OKLAHOMA CITY | OK | 73101 | PC | MEMORIAL, HONORARIUM, EMPLOYEE GIVING | $250 |
| UNIVERSITY OF TULSA | ||||||
| 800 S TUCKER DR | TULSA | OK | 741049700 | PC | CAPITAL/EQUIPMENT, OPEARTING | $2,510,500 |
| VERDIGRIS FIRE PROTECTION DISTRICT | ||||||
| 25707 S HIGHWAY 66 | CLAREMORE | OK | 74019 | CAPITAL/EQUIPMENT | $1,000 | |
| VOLUNTEERS OF AMERICA OKLAHOMA | ||||||
| 9605 E 61ST STREET | TULSA | OK | 74133 | PC | OPERATING, PROGRAM | $10,250 |
| YOUTH SERVICES OF TULSA INC | ||||||
| 311 S MADISON AVE | TULSA | OK | 741203208 | PC | OPERATING, PROGRAM | $29,900 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,610,125 | 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 | $346,291 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,822,578 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,242,025 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM RELATED INVESTMENT INTEREST INCOME | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,526 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $8,421,420 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,421,420 | 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 | TULSA | OK | 74115 | $3,572,580 | Yes (X) |
| DEBRA HARDESTY CRISTO FAMILY LLC | ||||||
| 2 | 4141 N MEMORIAL | TULSA | OK | 74115 | $159,500 | Yes (X) |
| MICHELLE HARDESTY | ||||||
| 3 | 4141 N MEMORIAL | TULSA | OK | 74115 | $190,500 | Yes (X) |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (56 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1500000 SHS ROYAL BK SCOTLND | $1,502,369 | $1,449,255 |
| 2000000 SHS LLOYDS BANKING GROUP | $1,974,700 | $1,919,660 |
| 1595000 SHS DEUTSCHE BANK AG | $1,595,827 | $1,585,430 |
| 41000 SHS EXPRESS SCRIPTS HOLDING CO | $41,014 | $40,811 |
| 150000 SHS GENERAL MOTORS FINANCIAL CO INC | $150,125 | $148,877 |
| 2000000 SHS BARCLAYS PLC | $1,990,203 | $1,962,300 |
| 208000 SHS AT&T INC | $208,037 | $204,980 |
| 153000 SHS KINDER MORGAN ENERGY PARTNERS LP | $160,350 | $156,695 |
| 76000 SHS EXELON GENERATION CO LLC | $78,052 | $76,372 |
| 208000 SHS HEWLETT PACKARD ENTERPRISE CO | $211,097 | $207,819 |
| 250000 SHS BANK OF AMERICA CORP | $250,681 | $246,110 |
| 167000 SHS CITIGROUP INC | $167,589 | $164,108 |
| 3872000 SHS JPMORGAN CHASE & CO | $3,827,758 | $3,802,536 |
| 1632000 SHS NATIONAL BANK OF CANADA | $1,595,884 | $1,593,648 |
| 5000000 SHS HSBC HOLDINGS PLC | $4,952,700 | $4,883,200 |
| 76000 SHS MYLAN NV | $77,063 | $74,167 |
| 230000 SHS AT&T INC | $237,953 | $230,892 |
| 441000 SHS WILLIAMS COS INC/THE | $463,792 | $482,736 |
| 2000000 SHS GOLDMAN SACHS GROUP INC/THE | $1,934,860 | $1,911,420 |
| 209000 SHS VIACOM INC | $214,618 | $208,900 |
| 76000 SHS ENERGY TRANSFER PARTNERS LP | $81,118 | $77,768 |
| 5753000 SHS ONEOK INC | $5,511,927 | $5,760,191 |
| 3000000 SHS EXPRESS SCRIPTS HOLDING CO | $2,999,790 | $3,002,070 |
| 645000 SHS CAPITAL ONE FINANCIAL CORP | $629,441 | $626,643 |
| 70000 SHS EXELON GENERATION CO LLC | $71,306 | $68,918 |
| 153000 SHS WESTERN UNION CO/THE | $155,026 | $151,371 |
| 254000 SHS WILLIAMS COS INC/THE | $257,814 | $249,311 |
| 1208000 SHS AMERICAN INTERNATIONAL GROUP INC | $1,259,501 | $1,239,251 |
| 3560000 SHS PLAINS ALL AMERICAN PIPELINE LP / PAA FINANCE CORP | $3,603,284 | $3,457,152 |
| 52000 SHS EXELON GENERATION CO LLC | $54,537 | $52,409 |
| 792000 SHS WILLIAMS COS INC/THE | $793,328 | $767,670 |
| 4000000 SHS UBS AG/STAMFORD CT COCO | $4,472,850 | $4,300,000 |
| 2000000 SHS GENERAL ELECTRIC CO | $1,818,006 | $1,804,540 |
| 95000 SHS HEWLETT PACKARD ENTERPRISE CO | $98,916 | $96,495 |
| 230000 SHS AT&T INC | $227,410 | $218,362 |
| 5000000 SHS ROYAL BANK OF SCOTLAND GROUP PLC | $5,211,757 | $5,071,700 |
| 953000 SHS WILLIAMS COS INC/THE | $895,342 | $927,698 |
| 280000 SHS PLAINS ALL AMERICAN PIPELINE LP / PAA FINANCE CORP | $273,116 | $260,602 |
| 3000000 SHS WELLS FARGO & CO | $2,926,582 | $2,925,510 |
| 153000 SHS KINDER MORGAN ENERGY PARTNERS LP | $155,226 | $148,335 |
| 1415000 SHS GOLDMAN SACHS GROUP INC/THE | $1,378,422 | $1,367,102 |
| 9500000 SHS EMC CORP | $8,197,648 | $8,587,145 |
| 200000 SHS ROYAL BANK OF SCOTLAND GROUP PLC | $203,155 | $203,220 |
| 328000 SHS EXPRESS SCRIPTS HOLDING CO | $328,220 | $312,279 |
| 61000 SHS KINDER MORGAN ENERGY PARTNERS LP | $62,001 | $58,602 |
| 5111000 SHS ONEOK INC | $5,119,553 | $5,764,952 |
| 44000 SHS ABBOTT LABORATORIES | $44,901 | $43,331 |
| 274000 SHS TIME WARNER INC | $287,440 | $272,307 |
| 280000 SHS ROYAL BANK OF SCOTLAND GROUP PLC | $283,225 | $281,498 |
| 1150000 SHS WARNER MEDIA LLC | $1,139,661 | $1,102,735 |
| 420000 SHS WILLIAMS COS INC/THE | $413,712 | $420,315 |
| 11000000 SHS HUMANA INC | $10,969,267 | $10,800,130 |
| 5000000 SHS LLOYDS BANKING GROUP PLC | $4,958,885 | $4,799,150 |
| 5000000 SHS CONOCOPHILLIPS CO | $4,467,168 | $4,906,450 |
| 2367000 SHS CITIGROUP INC | $2,492,975 | $2,464,994 |
| ACCRUED INTEREST | $0 | $1,020,563 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1000 SHS ALLERGAN PLC | $229,958 | $156,600 |
| 85000 SHS AT&T INC | $2,929,640 | $2,655,400 |
| 4545 SHS BANK OF AMERICA CORP | $141,272 | $129,078 |
| 5315 SHS CALIFORNIA RES CORP | $380,615 | $127,241 |
| 1818 SHS CHEVRON CORP | $242,696 | $216,233 |
| 4348 SHS CITIGROUP INC NEW | $323,465 | $281,707 |
| 1818 SHS EXXON MOBIL CORP | $158,945 | $144,531 |
| 909 SHS FEDEX CORP | $246,154 | $208,161 |
| 200000 SHS GENERAL ELECTRIC CO | $4,693,900 | $1,500,000 |
| 100000 SHS LAREDO PETROLEUM INC | $1,372,865 | $437,000 |
| 80000 SHS VERIZON COMMUNICATIONS | $3,993,402 | $4,824,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| DIRECT CHARITY EXPENSE | $1,767 | $0 | $0 | $1,767 |
| DUES | $8,151 | $8,081 | $0 | $70 |
| ENTERTAINMENT | $12,928 | $0 | $0 | $12,928 |
| TRAINING EXPENSE | $2,137 | $0 | $0 | $2,137 |
| TELEPHONE | $1,260 | $0 | $0 | $1,260 |
| DATA PROCESSING SERVICES | $1,142 | $0 | $0 | $1,142 |
| COMPUTER/PRINTER | $35,765 | $18,077 | $0 | $17,688 |
| OFFICE SUPPLIES | $2,056 | $90 | $0 | $1,966 |
| POSTAGE | $253 | $0 | $0 | $253 |
| INSURANCE | $814 | $0 | $0 | $814 |
| CPE TRAINING | $1,358 | $1,358 | $0 | $0 |
| BANK FEES | $38 | $0 | $0 | $38 |
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 | $10,526 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $10,526 | 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 |
|---|---|---|---|---|
| PROFESSIONAL FEES | $5,650 | $0 | $0 | $5,650 |
| BROKER FEES | $107,619 | $107,619 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $126,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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