HARDESTY FAMILY FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- HARDESTY FAMILY FOUNDATION INC (EIN 20-4094088)
- Tax period
- 2013-12-01 to 2014-11-30
- Filed
- 2015-01-27
- IRS object ID
- 201510279349100201
- Schema version
- 2013v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-01-27T08:53:46-06:00 | ReturnTs |
| Tax Period End | 2014-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 730604026 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SARTAIN FISCHBEIN & CO | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3010 S HARVARD AVE STE 400 | AddressLine1 |
| City | TULSA | City |
| State | OK | State |
| ZIP Code | 741146193 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-12-01 | 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 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HARD | BusinessNameControlTxt |
| Phone | 9185815505 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4141 NORTH MEMORIAL DRIVE | AddressLine1 |
| City | TULSA | City |
| State | OK | State |
| ZIP Code | 741151400 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | F ROGER HARDESTY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9185815505 | PhoneNum |
| Signature | 2015-01-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KEVIN FITE | PreparerPersonNm |
| PTIN | P00104729 | PTIN |
| Phone | 9187496601 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $112,864,339 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $4,594,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $41,205 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $41,205 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,303,436 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,303,436 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $10,733,628 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $114,415,698 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $10,733,628 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $38,361 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $38,361 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $17,710,630 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $13,116,630 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $80,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $2,400 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $77,600 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $185,703 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $87,372 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $98,330 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $4,145 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $4,145 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $174,720 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $1,903 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $1,903 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $4,362 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $1,288 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,074 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $187,973 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $155,740 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $32,233 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $638,806 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $248,703 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $215,382 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,875,686 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,875,686 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,514,492 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $248,703 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,091,068 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $14,196,138 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $12,867,927 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $102,267 | CashBOYAmt |
| Cash EOY | $110,669 | CashEOYAmt |
| Cash EOYFMV | $110,669 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $8,863,842 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $45,424,002 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $45,424,002 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl BOY | $1,788 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $72,516,990 | CorporateStockBOYAmt |
| Corporate Stock EOY | $41,796,607 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $40,418,170 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $14,305,439 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $24,248,211 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $25,266,472 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $40,779 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $33,531 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $4,827 | LandBOYAmt |
| Land EOY | $7,248 | LandEOYAmt |
| Land EOYFMV | $7,248 | LandEOYFMVAmt |
| Other Assets BOY | $3,233,058 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,637,778 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,637,778 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $99,028,211 | TotalAssetsBOYAmt |
| Total Assets EOY | $113,224,515 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $112,864,339 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $166 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $166 | 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 | $40,028,211 | RetainedEarningBOYAmt |
| Retained Earning EOY | $54,224,349 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $99,028,211 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $113,224,349 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $99,028,211 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $113,224,515 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $99,028,211 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $14,196,138 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $113,224,349 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $113,224,349 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (58 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| INTERNATIONAL BUSINESS MACHINES | 2013-10-01 | 2013-12-30 | $705,897 | $704,170 | $1,727 | $1,727 |
| CHEVRON CORPORATION | 2013-10-04 | 2014-01-02 | $6,214,862 | $5,897,460 | $317,402 | $317,402 |
| LORILLARD, INC | 2013-10-02 | 2014-03-04 | $1,654,156 | $1,352,625 | $301,531 | $301,531 |
| PNC FINANCIAL | 2013-11-25 | 2014-03-10 | $290,159 | $266,823 | $23,336 | $23,336 |
| CVS CAREMARK CORP | 2013-10-01 | 2014-03-10 | $278,916 | $217,811 | $61,105 | $61,105 |
| QUALCOMM | 2013-10-14 | 2014-03-10 | $1,150,726 | $1,015,551 | $135,175 | $135,175 |
| QUALCOMM | 2013-10-23 | 2014-03-10 | $1,534,301 | $1,347,360 | $186,941 | $186,941 |
| QUALCOMM | 2013-12-20 | 2014-03-10 | $118,141 | $111,974 | $6,167 | $6,167 |
| MERCK & CO INC | 2013-05-13 | 2014-03-10 | $1,029,726 | $830,871 | $198,855 | $198,855 |
| WELLPOINT INC | 2014-01-22 | 2014-03-10 | $140,232 | $132,353 | $7,879 | $7,879 |
| BAKER HUGHES | 2013-12-20 | 2014-03-10 | $48,466 | $41,402 | $7,064 | $7,064 |
| ROYAL DUTCH SHELL PLC | 2013-10-01 | 2014-03-10 | $277,421 | $248,167 | $29,254 | $29,254 |
| US BANCORP | 2013-10-23 | 2014-03-10 | $2,960,206 | $2,662,226 | $297,980 | $297,980 |
| EXPRESS SCRIPTS HLDG | 2013-10-02 | 2014-03-10 | $1,956,083 | $1,556,805 | $399,278 | $399,278 |
| EXPRESS SCRIPTS HLDG | 2013-10-14 | 2014-03-10 | $293,412 | $236,542 | $56,870 | $56,870 |
| EXPRESS SCRIPTS HLDG | 2013-10-23 | 2014-03-10 | $3,912,168 | $3,212,880 | $699,288 | $699,288 |
| EXPRESS SCRIPTS HLDG | 2014-01-22 | 2014-03-10 | $240,598 | $229,481 | $11,117 | $11,117 |
| MICROSOFT CORP | 2013-01-03 | 2014-03-10 | $1,512,814 | $1,092,048 | $420,766 | $420,766 |
| PFIZER INC | 2013-01-03 | 2014-03-10 | $646,919 | $514,946 | $131,973 | $131,973 |
| CSX CORP | 2013-01-03 | 2014-03-10 | $862,299 | $617,880 | $244,419 | $244,419 |
| CSX CORP | 2013-02-06 | 2014-03-10 | $5,748,660 | $4,349,660 | $1,399,000 | $1,399,000 |
| NORFOLK SOUTHERN | 2013-01-03 | 2014-03-10 | $1,880,221 | $1,281,248 | $598,973 | $598,973 |
| NORFOLK SOUTHERN | 2013-10-14 | 2014-03-10 | $411,298 | $345,462 | $65,836 | $65,836 |
| AFLAC | 2013-05-13 | 2014-03-10 | $7,602,345 | $6,251,472 | $1,350,873 | $1,350,873 |
| CARDINAL HEALTH INC | 2013-08-29 | 2014-03-10 | $2,893,170 | $2,011,596 | $881,574 | $881,574 |
| OCCIDENTAL PETROLEUM | 2013-03-13 | 2014-03-10 | $11,555,330 | $9,944,291 | $1,611,039 | $1,611,039 |
| BAXTER INTERNATIONAL | 2013-04-25 | 2014-03-12 | $1,616,020 | $1,659,254 | -$43,234 | -$43,234 |
| BAXTER INTERNATIONAL | 2013-04-25 | 2014-03-12 | $29,251 | $30,019 | -$768 | -$768 |
| BAXTER INTERNATIONAL | 2013-10-01 | 2014-03-12 | $256,704 | $249,681 | $7,023 | $7,023 |
| DEERE | 2013-10-01 | 2014-03-12 | $673,530 | $620,726 | $52,804 | $52,804 |
| DEERE | 2013-12-20 | 2014-03-12 | $170,509 | $173,256 | -$2,747 | -$2,747 |
| MURPHY OIL CORP | 2013-02-06 | 2014-03-12 | $3,146,003 | $2,769,151 | $376,852 | $376,852 |
| SYSCO | 2013-12-20 | 2014-03-12 | $69,243 | $70,282 | -$1,039 | -$1,039 |
| APPLE INC | 2013-12-20 | 2014-03-26 | $85,933 | $86,013 | -$80 | -$80 |
| MURPHY OIL CORP | 2013-02-06 | 2014-04-01 | $1,914,041 | $1,586,829 | $327,212 | $327,212 |
| MURPHY OIL CORP | 2013-02-06 | 2014-04-02 | $414,268 | $344,194 | $70,074 | $70,074 |
| MURPHY OIL CORP | 2013-02-06 | 2014-04-02 | $626,368 | $517,256 | $109,112 | $109,112 |
| MURPHY OIL CORP | 2013-10-23 | 2014-04-02 | $3,353,284 | $3,259,516 | $93,768 | $93,768 |
| ROYAL DUTCH SHELL PLC | 2014-03-27 | 2014-04-10 | $8 | $8 | $0 | $0 |
| APACHE | 2014-01-22 | 2014-04-17 | $162,915 | $161,139 | $1,776 | $1,776 |
| CHEVRON CORPORATION | 2014-01-14 | 2014-04-17 | $950,851 | $917,103 | $33,748 | $33,748 |
| SPDR S&P 500 ETF TRUST | 2014-03-10 | 2014-04-22 | $18,809,174 | $18,779,240 | $29,934 | $29,934 |
| TRAVELERS COMPANIES | 2014-01-22 | 2014-05-07 | $280,204 | $260,542 | $19,662 | $19,662 |
| ROYAL DUTCH SHELL PLC ADR | 2014-03-27 | 2014-07-09 | $47 | $41 | $6 | $6 |
| SPDR S&P 500 ETF TRUST | 2014-07-18 | 2014-08-28 | $10,005,619 | $9,817,895 | $187,724 | $187,724 |
| JPMORGAN CHASE & CO | 2013-10-01 | 2014-08-28 | $314,204 | $273,400 | $40,804 | $40,804 |
| JPMORGAN CHASE & CO | 2013-11-25 | 2014-08-28 | $182,593 | $178,334 | $4,259 | $4,259 |
| DIAMOND OFFSHORE DRILLING | 2013-03-13 | 2014-08-28 | $2,183,622 | $3,493,520 | -$1,309,898 | -$1,309,898 |
| BP PLC | 2013-08-29 | 2014-08-28 | $3,351,421 | $2,916,298 | $435,123 | $435,123 |
| BP PLC | 2013-10-01 | 2014-08-28 | $181,934 | $159,543 | $22,391 | $22,391 |
| BP PLC | 2013-10-14 | 2014-08-28 | $418,928 | $369,762 | $49,166 | $49,166 |
| BP PLC | 2013-10-23 | 2014-08-28 | $2,393,872 | $2,174,485 | $219,387 | $219,387 |
| BP PLC | 2013-12-20 | 2014-08-28 | $147,462 | $143,711 | $3,751 | $3,751 |
| AMGEN | 2013-12-20 | 2014-09-11 | $127,329 | $104,863 | $22,466 | $22,466 |
| AMGEN | 2014-01-22 | 2014-09-11 | $158,472 | $142,571 | $15,901 | $15,901 |
| WELLPOINT INC | 2014-07-02 | 2014-09-11 | $5,992,273 | $5,469,215 | $523,058 | $523,058 |
| ROYAL DUTCH SHELL PLC | 2014-03-27 | 2014-09-11 | $3,747 | $3,417 | $330 | $330 |
| EMERSON ELECTRIC | 2014-08-07 | 2014-10-24 | $477,343 | $477,702 | -$359 | -$359 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $10,733,628 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $4,444,480 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $95,219,597 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046676 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $4,298,983 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $86,137,646 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049908 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $4,094,873 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $83,068,727 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049295 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $3,785,835 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $81,226,936 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.046608 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $3,232,766 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $77,166,793 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.041893 | DistributionYr5Rt |
| Total Distribution | 0.234380 | TotalDistributionRt |
| Average Distribution | 0.046876 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $113,094,468 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $5,301,416 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $128,679 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $5,430,095 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $4,591,068 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $257,359 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $257,359 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $257,359 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $180,715 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $180,715 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1,174 | EsPenaltyAmt |
| Tax Due | $77,818 | TaxDueAmt |
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 NORTH MEMORIAL DRIVE | AddressLine1 |
| City | TULSA | City |
| State | OK | State |
| ZIP Code | 741151400 | ZIPCode |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| F ROGER HARDESTY | ||||||||
| 4141 N MEMORIAL | TULSA | OK | 74145 | PRESIDENT & DIRECTOR | 1.00 | $0 | $0 | $0 |
| DONNA J HARDESTY | ||||||||
| 4141 N MEMORIAL | TULSA | OK | 74145 | VICE-PRESIDENT & DIRECTOR | 1.00 | $0 | $0 | $0 |
| MICHELLE HARDESTY | ||||||||
| 4141 N MEMORIAL | TULSA | OK | 74145 | EXECUTIVE DIRECTOR | 40.00 | $80,000 | $0 | $0 |
| MARILYN COX | ||||||||
| 4141 N MEMORIAL | TULSA | OK | 74115 | SECRETARY | 1.00 | $0 | $0 | $0 |
| ALEX CRISTO | ||||||||
| 4141 N MEMORIAL | TULSA | OK | 74115 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | LOW-INTEREST LOAN TO LOCAL SOCIAL SERVICE AGENCY TO FURTHER FOUNDATIONS STATED MISSION OF PROMOTING AND SERVING EXEMPTENTITIES IN THE AREA OF SOCIAL SERVICES. | Description1Txt |
| Expenses1 | $1,500,000 | Expenses1Amt |
| Total | $1,500,000 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $63,500,811 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $51,315,908 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $114,816,719 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $114,816,719 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,722,251 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $113,094,468 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,654,723 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,654,723 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $257,359 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $257,359 | TotalTaxAmt |
| Distributable Before Adj | $5,397,364 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $3,095,280 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $8,492,644 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $8,492,644 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,091,068 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $1,500,000 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,591,068 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $4,591,068 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,492,644 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $4,105,195 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,591,068 | QualifyingDistributionsAmt |
| Applied To Year1 | $4,105,195 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $485,873 | 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 | $8,006,771 | 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 |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (61 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN HEART ASSOC | |||||||
| 2227 E SKELLY DR | TULSA | OK | 74105 | NONE | PUBLIC CHARITY | GENERAL | $50 |
| AMERICAN RED CROSS TULSA AREA CHAPTER | |||||||
| 10151 EAST 11TH STREET | TULSA | OK | 74128 | NONE | PUBLIC CHARITY | GENERAL | $5,000 |
| ARTS AND HUMANITIES COUNCIL OF TULSA | |||||||
| 101 EAST ARCHER ST | TULSA | OH | 74103 | NONE | PUBLIC CHARITY | GENERAL | $25,000 |
| ASSOCIATION OF FUNDRAISING PROFESSIONALS | |||||||
| 4606 SOUTH GARNETT STE 100 | TULSA | OK | 74146 | NONE | PUBLIC CHARITY | GENERAL | $1,470 |
| BIG BROTHERS BIG SISTERS | |||||||
| 5840 S MEMORIAL DRIVE SUITE 105 | TULSA | OK | 74145 | NONE | PUBLIC CHARITY | GENERAL | $50 |
| BISHOP KELLY HIGH SCHOOL | |||||||
| 3905 S HUDSON AVE | TULSA | OK | 74135 | NONE | PUBLIC CHARITY | GENERAL | $61,000 |
| BOY SCOUTS OF AMERICA AKA INDIAN NATIONS COUNCIL | |||||||
| 4295 S GARNETT RD | TULSA | OK | 74146 | NONE | PUBLIC CHARITY | GENERAL | $53,276 |
| CHILDRENS MUSICAL THEATRE OF BARTLESVILLE | |||||||
| 600 SE DELAWARE AVE | BARTLESVILLE | OK | 74003 | NONE | PUBLIC CHARITY | GENERAL | $2,500 |
| CHURCH OF SAINT MARY | |||||||
| 1347 E 49TH PLACE | TULSA | OK | 74105 | NONE | PUBLIC CHARITY | GENERAL | $1,500 |
| CLAREHOUSE INC | |||||||
| 7617 S MINGO RD | TULSA | OK | 74133 | NONE | PUBLIC CHARITY | GENERAL | $23,000 |
| COMETS LACROSSE INC | |||||||
| 2520 WOODWARD BLVD | TULSA | OK | 74114 | NONE | PUBLIC CHARITY | GENERAL | $2,500 |
| COMMUNITY FOOD BANK OF EASTERN OKLAHOMA | |||||||
| 1304 NORTH KENOSHA | TULSA | OK | 74106 | NONE | PUBLIC CHARITY | GENERAL | $40,000 |
| CONGREGATION OF BENEDICTINE SISTERS OF THE SACRED HEARTS INC | |||||||
| 2200 SOUTH LEWIS AVENUE | TULSA | OK | 74114 | NONE | PUBLIC CHARITY | CAPITAL IMPROVEMENT | $25,000 |
| CORNERSTONE CHRISTIAN ACADEMY | |||||||
| 7770 WHIRLPOOL DRIVE | SPERRY | OK | 74073 | NONE | PUBLIC CHARITY | GENERAL | $500 |
| CRISIS PREGNANCY OUTREACH | |||||||
| PO BOX 1113 | JENKS | OK | 74037 | NONE | PUBLIC CHARITY | GENERAL | $500 |
| CROSSTOWN LEARNING CENTER INC | |||||||
| 2501 EAST ARCHER STREET | TULSA | OK | 74110 | NONE | PUBLIC CHARITY | GENERAL | $13,000 |
| DESTINY FAMILY CHURCH | |||||||
| 1500 US 69 | WAGONER | OK | 74467 | NONE | PUBLIC CHARITY | GENERAL | $500 |
| DIVERSITY ARTS ASSOCIATION OF OKLAHOMA | |||||||
| P O BOX 2755 | TULSA | OK | 74101 | NONE | PUBLIC CHARITY | GENERAL | $990 |
| DOMESTIC VIOLENCE INTERVENTION SERVICES | |||||||
| 4300 S HARVARD AVE STE 100 | TULSA | OK | 74135 | NONE | PUBLIC CHARITY | GENERAL | $1,114,815 |
| EASTERN OK DONATED DENTAL SVCS | |||||||
| 3741 S PEORIA | TULSA | OK | 74105 | NONE | PUBLIC CHARITY | GENERAL | $25,000 |
| EPISCOPAL DIOCESE OF OKLAHOMA | |||||||
| 924 NORTH ROBINSON | OKLAHOMA CITY | OK | 73102 | NONE | PUBLIC CHARITY | GENERAL | $150 |
| FAB LAB TULSA INC | |||||||
| 710 SOUTH LEWIS AVENUE | TULSA | OK | 74104 | NONE | PUBLIC CHARITY | GENERAL | $65,000 |
| FAMILY & CHILDRENS SERVICE INC | |||||||
| 650 S PEORIA AVENUE | TULSA | OK | 74120 | NONE | PUBLIC CHARITY | GENERAL | $5,000 |
| GIRL SCOUTS OF EASTERN OKLAHOMA | |||||||
| 2432 EAST 51ST STREET | TULSA | OK | 74105 | NONE | PUBLIC CHARITY | GENERAL | $30,000 |
| HAPPY HANDS EDUCATION CENTER | |||||||
| 8801 S GARNETT RD | TULSA | OK | 74012 | NONE | PUBLIC CHARITY | GENERAL | $500 |
| IRON GATE AT TRINITY INC | |||||||
| 501 S CINCINNATI | TULSA | OK | 74103 | NONE | PUBLIC CHARITY | GENERAL | $200 |
| JAZZ AT ASPEN-SNOWMASS | |||||||
| 110 E HALLAM SUITE 104 | ASPEN | CO | 81611 | NONE | PUBLIC CHARITY | GENERAL | $13,500 |
| LEADERSHIP OKLAHOMA | |||||||
| 5500 NORTH WESTERN STE 142 | OKLAHOMA CITY | OK | 73118 | NONE | PUBLIC CHARITY | GENERAL | $10,000 |
| LIVING ARTS OF TULSA INCORPORATED | |||||||
| 307 E BRADY ST | TULSA | OK | 74102 | NONE | PUBLIC CHARITY | GENERAL | $2,500 |
| MARGARET HUDSON PROGRAM INC | |||||||
| 1136 SOUTH ALLEGHENY AVE | TULSA | OK | 74112 | NONE | PUBLIC CHARITY | GENERAL | $10,000 |
| MARQUETTE CATHOLIC SCHOOL | |||||||
| 1519 S QUINCY AVE | TULSA | OK | 74120 | NONE | PUBLIC CHARITY | GENERAL | $3,500 |
| OKLAHOMA CENTER FOR NONPROFITS INC | |||||||
| 720 W WILSHIRE BLVD STE 115 | TULSA | OK | 74104 | NONE | PUBLIC CHARITY | GENERAL | $4,840 |
| PALMER CONTINUUM OF CARE INC | |||||||
| 5319 S LEWIS AVE STE 219 | TULSA | OK | 74105 | NONE | PUBLIC CHARITY | GENERAL | $3,500 |
| PARENT CHILD CENTER OF TULSA INC | |||||||
| 1421 SOUTH BOSTON AVE | TULSA | OK | 74119 | NONE | PUBLIC CHARITY | GENERAL | $50,000 |
| PHILANTHROPY SOUTHWEST | |||||||
| 624 N GOOD-LATIMER STE 100 | DALLAS | TX | 75204 | NONE | PUBLIC CHARITY | GENERAL | $3,000 |
| PHILBROOK MUSEUM OF ART | |||||||
| PO BOX 52510 | TULSA | OK | 74152 | NONE | PUBLIC CHARITY | GENERAL | $20,000 |
| RESONANCE CENTER FOR WOMEN INC | |||||||
| 1608 S ELWOOD AVE | TULSA | OK | 74119 | NONE | PUBLIC CHARITY | GENERAL | $11,000 |
| SAFENET SERVICES | |||||||
| 1219 W DUPONT | CLAREMORE | OK | 74017 | NONE | PUBLIC CHARITY | GENERAL | $200 |
| SALVATION ARMY | |||||||
| 924 SOUTH HUDSON | TULSA | OK | 74112 | NONE | PUBLIC CHARITY | GENERAL | $500 |
| SOUTH GRAND LAKE REGIONAL AIRPORT | |||||||
| 35602 S 4467 ROAD | VINITA | OK | 74301 | NONE | PUBLIC CHARITY | GENERAL | $500 |
| SPECIAL OLYMPICS OKLAHOMA | |||||||
| 6835 S CANTON AVENUE | TULSA | OK | 74136 | NONE | PUBLIC CHARITY | GENERAL | $7,500 |
| ST BALDRICK'S FOUNDATION | |||||||
| 1333 SOUTH MAYFLOWER AVE STE 400 | MONROVIA | CA | 91016 | NONE | PUBLIC CHARITY | GENERAL | $500 |
| STAND IN THE GAP INC | |||||||
| 3939 S HARVARD AVE STE 120 | TULSA | OK | 74135 | NONE | PUBLIC CHARITY | GENERAL | $30,000 |
| STREET SCHOOL INC | |||||||
| 1135 S YALE AVE | TULSA | OK | 74112 | NONE | PUBLIC CHARITY | GENERAL | $20,000 |
| THE TRISTESSE GRIEF CENTER | |||||||
| 3930 E 31ST ST | TULSA | OK | 74135 | NONE | PUBLIC CHARITY | GENERAL | $2,500 |
| THE UNIVERSITY OF OKLAHOMA TULSA | |||||||
| 100 TIMBERDELL ROAD | NORMAN | OK | 73019 | NONE | PUBLIC CHARITY | GENERAL | $2,750 |
| TOWN & COUNTRY SCHOOL | |||||||
| 8906 E 34TH ST | TULSA | OK | 74145 | NONE | PUBLIC CHARITY | CAPITAL IMPROVEMENT | $35,000 |
| TRANSITIONAL LIVING CENTERS OF OKLAHOMA | |||||||
| 601 S ELGIN AVENUE | TULSA | OK | 74120 | NONE | PUBLIC CHARITY | CAPITAL IMPROVEMENT | $2,895 |
| TULSA AREA UNITED WAY | |||||||
| 1430 S BOULDER | TULSA | OK | 74119 | NONE | PUBLIC CHARITY | GENERAL | $45,000 |
| TULSA BOYS' HOME | |||||||
| PO BOX 1101 | TULSA | OK | 74101 | NONE | PUBLIC CHARITY | GENERAL | $2,900 |
| TULSA CHILDREN'S MUSEUM | |||||||
| 560 NORTH MAYBELLE AVENUE | TULSA | OK | 74127 | NONE | PUBLIC CHARITY | CAPITAL IMPROVEMENT | $20,000 |
| TULSA COMMUNITY COLLEGE FOUNDATION | |||||||
| 6111 E SKELLY DRIVE STE 608 | TULSA | OK | 74133 | NONE | PUBLIC CHARITY | GENERAL | $1,000 |
| TULSA COMMUNITY FOUNDATION | |||||||
| 7030 SOUTH YALE AVE STE 600 | TULSA | OK | 74136 | NONE | PUBLIC CHARITY | GENERAL | $7,850 |
| TULSA DAY CENTER FOR THE HOMELESS INC | |||||||
| 415 W ARCHER ST | TULSA | OK | 74103 | NONE | PUBLIC CHARITY | GENERAL | $15,500 |
| TULSA FLIGHT NIGHT | |||||||
| PO BOX 521067 | TULSA | OK | 74152 | NONE | PUBLIC CHARITY | GENERAL | $5,250 |
| TULSA GIRLS ART SCHOOL PROJECT INC | |||||||
| 2202 E ADMIRAL BLVD | TULSA | OK | 74110 | NONE | PUBLIC CHARITY | GENERAL | $11,500 |
| TULSA LIBRARY TRUST | |||||||
| 400 CIVIC CENTER | TULSA | OK | 74103 | NONE | PUBLIC CHARITY | GENERAL | $25,000 |
| TULSA SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS | |||||||
| 2910 MOHAWK BLVD | TULSA | OK | 74110 | NONE | PUBLIC CHARITY | GENERAL | $500 |
| TULSA ZOO MANANGEMENT INC | |||||||
| 6421 EAST 36TH STREET NORTH | TULSA | OK | 74115 | NONE | PUBLIC CHARITY | CAPITAL IMPROVEMENT | $1,000,000 |
| WOUNDED WARRIOR PROJECT | |||||||
| PO BOX 758517 | TOPEKA | KS | 66675 | NONE | PUBLIC CHARITY | GENERAL | $500 |
| YOUTH SERVICES TULSA INC | |||||||
| 311 S MADISON | TULSA | OK | 74120 | NONE | PUBLIC CHARITY | GENERAL | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,875,686 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM-RELATED INVESTMENTS | Desc |
| Related Or Exempt Function Incm | $38,361 | RelatedOrExemptFunctionIncmAmt |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $41,205 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,303,436 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $10,733,628 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $13,078,269 | ExclusionAmt |
| Related Or Exempt Function Incm | $38,361 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $13,116,630 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1 | LineNumberTxt |
| Relationship Statement | PROGRAM-RELATED INVESTMENT | RelationshipStatementTxt |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | F ROGER HARDESTY | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4141 N MEMORIAL | AddressLine1 |
| City | TULSA | City |
| State | OK | State |
| ZIP Code | 74115 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $4,594,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| DELL OPTIPLEX | 2011-11-30 | $1,953 | $782 | SL | 5.000000000000 | $391 | $0 |
| MISOK UPGRADE | 2013-10-29 | $3,717 | $62 | SL | 5.000000000000 | $743 | $0 |
| MISOK UPGRADE | 2013-12-18 | $2,915 | SL | 5.000000000000 | $534 | $0 | |
| COMPUTER | 2014-01-24 | $1,410 | SL | 5.000000000000 | $235 | $0 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $24,248,211 | EOYBookValueAmt |
| EOYFMV | $25,266,472 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $41,796,607 | EOYBookValueAmt |
| EOYFMV | $40,418,170 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| DELL OPTIPLEX | $1,953 | $1,173 | $780 |
| MISOK UPGRADE | $3,717 | $805 | $2,912 |
| MISOK UPGRADE | $2,915 | $534 | $2,381 |
| COMPUTER | $1,410 | $235 | $1,175 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM-RELATED INVESTMENTS | Desc |
| BOY Book Value | $3,233,058 | BOYBookValueAmt |
| EOY Book Value | $1,637,778 | EOYBookValueAmt |
| EOYFMV | $1,637,778 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE SUPPLIES | $655 | $0 | $655 |
| COMPUTER EXPENSE | $39,856 | $25,700 | $14,156 |
| BROKER FEES | $128,102 | $128,102 | $0 |
| POSTAGE | $221 | $0 | $221 |
| INSURANCE - WORKERS COMP | $711 | $0 | $711 |
| DIRECT EXPENSE | $3,823 | $0 | $3,823 |
| MEALS & ENTERTAINMENT | $7,461 | $0 | $7,461 |
| TRAINING | $3,595 | $0 | $3,595 |
| DUES AND SUBSCRIPTIONS | $825 | $825 | $0 |
| CPE TRAINING | $1,113 | $1,113 | $0 |
| DATA PROCESSING SERVICES | $796 | $0 | $796 |
| BOARD MEETING EXPENSE | $815 | $0 | $815 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM-RELATED INVESTMENTS | Desc |
| Revenue And Expenses Per Books | $38,361 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $38,361 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $38,361 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROF FEES | CategoryTxt |
| Amt | $4,145 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,145 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAXES - EXCISE | $174,200 | $0 | $0 |
| FOREIGN TAXES | $520 | $0 | $0 |
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