HARDESTY FAMILY FOUNDATION INC: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- HARDESTY FAMILY FOUNDATION INC (EIN 20-4094088)
- Tax period
- 2011-12-01 to 2012-11-30
- Filed
- 2013-02-11
- IRS object ID
- 201330429349100008
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-02-11T14:37:34-06:00 | Timestamp |
| Tax Period End Date | 2012-11-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 730604026 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SARTAIN FISCHBEIN & CO | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2011-12-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 204094088 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HARDESTY FAMILY FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HARD | NameControl |
| Phone | 9185815505 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | F ROGER HARDESTY | Name |
| Title | TRUSTEE | Title |
| Phone | 9185815505 | Phone |
| Date Signed | 2013-02-06 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KEVIN FITE | Name |
| PTIN | P00104729 | PTIN |
| Phone | 9187496601 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 88947106 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 3250000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 27172 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 27172 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 2137206 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 2137206 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 4996799 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 83999767 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 4996799 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 10411177 | TotalRevenueAndExpenses |
| Total Net Investment Income | 7161177 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 75000 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 2250 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 72750 | CompOfcrDirTrstDsbrsChrtblPrps |
| Oth Empl Slrs Wgs Rev And Expnss | 93830 | OthEmplSlrsWgsRevAndExpnss |
| Oth Empl Slrs Wgs Net Invst Incm | 2400 | OthEmplSlrsWgsNetInvstIncm |
| Oth Empl Slrs Wgs Dsbrs Chrtbl Prps | 91430 | OthEmplSlrsWgsDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 4365 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 0 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 4365 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 27000 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 391 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Net Invst Incm | 391 | DeprecAndDepletionNetInvstIncm |
| Trav Conf Meeting Rev And Expnss | 3356 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 0 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 3356 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 142017 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 121453 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 20564 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 345959 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 126494 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 192465 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 4176865 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 4176865 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 4522824 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 126494 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 4369330 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 5888353 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 7034683 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 45970 | CashBOY |
| Cash EOY | 122964 | CashEOY |
| Cash EOYFMV | 122964 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 15132824 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 55180092 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 55180092 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 38789218 | InvestmentsGovtObligBOY |
| Investments Corp Stock BOY | 5055183 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 8901339 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 9086643 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 22627321 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 23336549 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 24555845 | InvestmentsCorpBondsEOYFMV |
| Land Building And Equipment Basis | 38005 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 36443 | AccumDeprecLandBldgAndEquip |
| Land Building And Equipment BOY | 1953 | LandBuildingAndEquipmentBOY |
| Land Building And Equipment EOY | 1562 | LandBuildingAndEquipmentEOY |
| Land Building And Equipment EOYFMV | 1562 | LandBuildingAndEquipmentEOYFMV |
| Total Assets BOY | 81652469 | TotalAssetsBOY |
| Total Assets EOY | 87542506 | TotalAssetsEOY |
| Total Assets EOYFMV | 88947106 | TotalAssetsEOYFMV |
| Accounts Payable EOY | 1684 | AccountsPayableEOY |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1684 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 59000000 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 59000000 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 22652469 | RetainedEarningsBOY |
| Retained Earnings EOY | 28540822 | RetainedEarningsEOY |
| Total Net Assets BOY | 81652469 | TotalNetAssetsBOY |
| Total Net Assets EOY | 87540822 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 81652469 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 87542506 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 81652469 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 5888353 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 87540822 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 87540822 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (64 entries)
| Description Of AssetDescriptionOfAsset | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|
| CUMMINS INC | 2012-10-11 | 2012-11-06 | 482559 | 431459 | 51100 | 51100 |
| UNITED STATES TREAS | 2012-10-05 | 2012-11-06 | 4519079 | 4509783 | 9296 | 9296 |
| CATERPILLAR INC | 2012-10-22 | 2012-11-09 | 4411630 | 4131790 | 279840 | 279840 |
| AT&T INC | 2011-08-08 | 2012-09-12 | 186742 | 142985 | 43757 | 43757 |
| BRISTOL MYERS SQUIBB | 2011-08-08 | 2012-09-12 | 175887 | 143026 | 32861 | 32861 |
| CATERPILLAR INC | 2012-09-05 | 2012-09-12 | 4391822 | 4141148 | 250674 | 250674 |
| CHEVRON CORP NEW | 2011-08-08 | 2012-09-12 | 203289 | 173089 | 30200 | 30200 |
| CHEVRON CORP NEW | 2011-08-08 | 2012-09-12 | 2381 | 2381 | 2381 | |
| CISCO SYS INC | 2011-08-08 | 2012-09-12 | 192146 | 143254 | 48892 | 48892 |
| CONOCOPHILLIPS | 2011-08-08 | 2012-09-12 | 148063 | 132925 | 15138 | 15138 |
| CONOCOPHILLIPS | 2011-08-08 | 2012-09-12 | 683 | -683 | -683 | |
| DIAMOND OFFSHORE | 2011-08-08 | 2012-09-12 | 183848 | 163217 | 20631 | 20631 |
| DIAMOND OFFSHORE | 2011-08-08 | 2012-09-12 | 470 | 470 | 470 | |
| ENTERGY CORP NEW | 2011-08-08 | 2012-09-12 | 179340 | 162881 | 16459 | 16459 |
| ENTERGY CORP NEW | 2011-08-08 | 2012-09-12 | 348 | 348 | 348 | |
| EXXON MOBIL CORP | 2011-08-08 | 2012-09-12 | 176068 | 142994 | 33074 | 33074 |
| INTEL CORP | 2011-08-08 | 2012-09-12 | 167384 | 143091 | 24293 | 24293 |
| JOHNSON & JOHNSON | 2011-08-08 | 2012-09-12 | 186196 | 172900 | 13296 | 13296 |
| JOHNSON & JOHNSON | 2011-08-08 | 2012-09-12 | 1075 | 1075 | 1075 | |
| LILLY ELI & CO | 2011-08-08 | 2012-09-12 | 227360 | 182984 | 44376 | 44376 |
| LILLY ELI & CO | 2011-08-08 | 2012-09-12 | 6120 | 6120 | 6120 | |
| MERCK & CO INC NEW | 2011-08-08 | 2012-09-12 | 204212 | 142921 | 61291 | 61291 |
| MICROSOFT CORP | 2011-08-08 | 2012-09-12 | 176285 | 143050 | 33235 | 33235 |
| PG & E CORP | 2011-08-08 | 2012-09-12 | 152445 | 143006 | 9439 | 9439 |
| PFIZER INC | 2011-08-08 | 2012-09-12 | 201452 | 143058 | 58394 | 58394 |
| PHILLIPS 66 COM | 2011-08-08 | 2012-09-12 | 55782 | 39706 | 16076 | 16076 |
| PHILLIPS 66 COM | 2011-08-08 | 2012-09-12 | 1865 | 1865 | 1865 | |
| PUBLIC SERVICE | 2011-08-08 | 2012-09-12 | 180952 | 172949 | 8003 | 8003 |
| PUBLIC SERVICE | 2011-08-08 | 2012-09-12 | 1191 | 1191 | 1191 | |
| REPUBLIC SERVICES | 2011-08-08 | 2012-09-12 | 157086 | 143314 | 13772 | 13772 |
| REYNOLD AMERN INC | 2011-08-08 | 2012-09-12 | 191073 | 142774 | 48299 | 48299 |
| SYSCO CORP | 2011-08-08 | 2012-09-12 | 180746 | 172903 | 7843 | 7843 |
| SYSCO CORP | 2011-08-08 | 2012-09-12 | 973 | 973 | 973 | |
| TARGET CORP | 2011-08-08 | 2012-09-12 | 195956 | 143191 | 52765 | 52765 |
| UNIVERSAL CORP | 2011-08-08 | 2012-09-12 | 186722 | 142935 | 43787 | 43787 |
| VALERO ENERGY CORP | 2011-08-08 | 2012-09-12 | 242698 | 142910 | 99788 | 99788 |
| VERIZON | 2011-08-08 | 2012-09-12 | 203985 | 162999 | 40986 | 40986 |
| VERIZON | 2011-08-08 | 2012-09-12 | 2668 | 2668 | 2668 | |
| WALMART STORES | 2011-08-08 | 2012-09-12 | 208930 | 142791 | 66139 | 66139 |
| WASTE MANAGEMENT INC | 2011-08-08 | 2012-09-12 | 196662 | 172618 | 24044 | 24044 |
| WASTE MANAGEMENT INC | 2011-08-08 | 2012-09-12 | 420 | -420 | -420 | |
| WHIRLPOOL CORP | 2011-08-08 | 2012-09-12 | 177247 | 142923 | 34324 | 34324 |
| FREEPORT MCMORAN | 2011-08-08 | 2012-09-14 | 230056 | 242996 | -12940 | -12940 |
| FREEPORT MCMORAN | 2011-08-08 | 2012-09-14 | 5010 | 5010 | 5010 | |
| MURPHY OIL CORP | 2011-08-08 | 2012-09-14 | 174084 | 171913 | 2171 | 2171 |
| MURPHY OIL CORP | 2011-08-08 | 2012-09-14 | 1044 | -1044 | -1044 | |
| NORFOLK SOUTHERN CRP | 2012-04-04 | 2012-09-14 | 186041 | 169802 | 16239 | 16239 |
| OLN CORP NEW | 2011-08-08 | 2012-09-14 | 178239 | 170368 | 7871 | 7871 |
| CUMMINS INC | 2012-07-06 | 2012-08-08 | 7378840 | 7131203 | 247637 | 247637 |
| HEWLETT-PACKARD CO | 2011-08-08 | 2012-08-09 | 164106 | 243092 | -78986 | -78986 |
| UNITED STATES TREAS | 2010-07-30 | 2012-07-31 | 20000000 | 20000038 | -38 | -38 |
| GENERAL ELECTRIC CO | 2012-06-06 | 2012-06-20 | 5283110 | 4984120 | 298990 | 298990 |
| PHILLIPS 66 COM | 2011-08-08 | 2012-05-04 | 15 | 15 | 15 | |
| UNITED STATES TREAS | 2011-02-10 | 2012-05-16 | 14503125 | 11756018 | 2747107 | 2747107 |
| UNITED STATES TREAS | 2010-03-31 | 2012-04-02 | 2000000 | 1997500 | 2500 | 2500 |
| BEST BUY | 2011-08-08 | 2012-04-10 | 134855 | 143060 | -8205 | -8205 |
| COMPUTER SCIENCES | 2011-08-08 | 2012-04-10 | 129112 | 143242 | -14130 | -14130 |
| LOWES COMPANIES | 2011-08-08 | 2012-04-10 | 228251 | 142910 | 85341 | 85341 |
| TEXAS INSTRUMENTS | 2011-08-08 | 2012-04-10 | 171329 | 142896 | 28433 | 28433 |
| GAP INC DEL | 2011-08-08 | 2012-04-11 | 238249 | 143064 | 95185 | 95185 |
| UNITED STATES TREAS | 2012-02-09 | 2012-04-11 | 5013281 | 5012304 | 977 | 977 |
| DISNEY WALT CO MTNS | 2008-12-05 | 2012-03-01 | 3000000 | 3000154 | -154 | -154 |
| UNITED STATES TREAS | 2010-03-22 | 2012-02-29 | 5000000 | 4992188 | 7812 | 7812 |
| AT&T WIRELESS SVCS | 2011-08-08 | 2011-12-28 | 1221327 | 1202379 | 18948 | 18948 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 4996799 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 4094873 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 83068727 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.049295 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 3785835 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 81226936 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.046608 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 3232766 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 77166793 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.041893 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 2801708 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 71004340 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.039458 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 226801 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 56645498 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.004004 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.181258 | TotalDistributionRatio |
| Average Distribution Ratio | 0.036252 | AverageDistributionRatio |
| Net Noncharitable Assets | 86137646 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 3122662 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 70347 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 3193009 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 4369330 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 70347 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 70347 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 70347 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 27896 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 27896 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Penalty For Underpayment | 723 | PenaltyForUnderpayment |
| Tax Due | 43174 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | OK | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | WWW.HARDESTYFAMILYFOUNDATION.ORG | WebsiteAddress |
| Books In Care Of Person Name | ALAN LISTER | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 9185853100 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 1 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 1 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | 0 | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| 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 | DIRECTOR | 40.00 | 75000 | 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 Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 54250219 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 33199168 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 87449387 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 87449387 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 1311741 | CashDeemedCharitable |
| Net Noncharitable Assets | 86137646 | NetNoncharitableAssets |
| Minimum Investment Return | 4306882 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 4306882 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 70347 | TaxBasedOnInvestmentIncome |
| Total Tax | 70347 | TotalTax |
| Distributable Amount Before Adj | 4236535 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 4236535 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 4236535 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 4369330 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 4369330 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 70347 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 4298983 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 4236535 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 4020460 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 4369330 | QualifyingDistributions |
| Applied To Year1 | 4020460 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 348870 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 3887665 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | F ROGER HARDESTY | ContributingManager |
| Contributing Manager | DONNA J HARDESTY | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (90 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| 12 & 12 INC | |||||||
| 6333 EAST SKELLY DR | TULSA | OK | 74135 | NONE | PUBLIC CHARITY | GENERAL | $2,000 |
| ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOC | |||||||
| 2448 E 81ST STREET SUITE 3000 | TULSA | OK | 74137 | NONE | PUBLIC CHARITY | GENERAL | $15,000 |
| AMERICAN CANCER SOCIETY | |||||||
| 4110 S 100TH EAST AVE STE 101 | TULSA | OK | 74146 | NONE | PUBLIC CHARITY | GENERAL | $25 |
| AMERICAN HEART ASSOC | |||||||
| 2227 E SKELLY DR | TULSA | OK | 74105 | NONE | PUBLIC CHARITY | GENERAL | $20,500 |
| ARTS AND HUMANITIES COUNCIL OF TULSA | |||||||
| 2210 S MAIN ST | TULSA | OH | 74114 | NONE | PUBLIC CHARITY | GENERAL | $9,800 |
| ASSOCIATION OF FUNDRAISING PROFESSIONALS | |||||||
| PO BOX 2974 | TULSA | OK | 74101 | NONE | PUBLIC CHARITY | GENERAL | $2,955 |
| BISHOP KELLY HIGH SCHOOL | |||||||
| 3905 S HUDSON AVE | TULSA | OK | 74135 | NONE | PUBLIC CHARITY | GENERAL | $50,500 |
| BOY SCOUTS OF AMERICA AKA INDIAN NATIONS COUNCIL | |||||||
| 4295 S GARNETT RD | TULSA | OK | 74146 | NONE | PUBLIC CHARITY | GENERAL | $46,904 |
| CASCIA HALL PREP SCHOOL | |||||||
| 2520 S YORKTOWN AVE | TULSA | OK | 74114 | NONE | PUBLIC CHARITY | GENERAL | $10,000 |
| CENTER FOR NONPROFITS | |||||||
| 1145 S UTICA AVE STE 1100 | TULSA | OK | 74104 | NONE | PUBLIC CHARITY | GENERAL | $35,380 |
| CLAREHOUSE INC | |||||||
| 7617 S MINGO RD | TULSA | OK | 74133 | NONE | PUBLIC CHARITY | GENERAL | $15,000 |
| COMMUNITY FOOD BANK OF EASTERN OKLAHOMA | |||||||
| 1304 NORTH KENOSHA | TULSA | OK | 74106 | NONE | PUBLIC CHARITY | GENERAL | $40,000 |
| CONFERENCE OF SOUTHWEST FOUNDATIONS INC | |||||||
| 624 N GOOD-LATIMER STE 100 | DALLAS | TX | 75204 | NONE | PUBLIC CHARITY | GENERAL | $5,000 |
| CROSSTOWN LEARNING CENTER INC | |||||||
| 2501 EAST ARCHER STREET | TULSA | OK | 74110 | NONE | PUBLIC CHARITY | GENERAL | $10,110 |
| DOMESTIC VIOLENCE INTERVENTION SERVICES | |||||||
| 4300 S HARVARD AVE STE 100 | TULSA | OK | 74135 | NONE | PUBLIC CHARITY | GENERAL | $75,000 |
| EASTERN OK DONATED DENTAL SVCS | |||||||
| 3741 S PEORIA | TULSA | OK | 74105 | NONE | PUBLIC CHARITY | GENERAL | $20,000 |
| EMERGENCY INFANT SERVICES | |||||||
| 222 S HOUSTON | TULSA | OK | 74127 | NONE | PUBLIC CHARITY | GENERAL | $35,000 |
| FAMILY & CHILDRENS SERVICE INC | |||||||
| 650 S PEORIA AVENUE | TULSA | OK | 74120 | NONE | PUBLIC CHARITY | GENERAL | $25,000 |
| FIRST UNITED METHODIST CHURCH | |||||||
| 1115 S BOULDER | TULSA | OK | 74119 | NONE | PUBLIC CHARITY | GENERAL | $5,000 |
| GREEK ORTHODOX CHURCH HOLY TRINITY | |||||||
| 1222 S GUTHERIE | TULSA | OK | 74119 | NONE | PUBLIC CHARITY | GENERAL | $2,000 |
| HAPPY HANDS EARLY CHILDHOOD DEVELOPMENT CENTER | |||||||
| 8801 S GARNETT RD | TULSA | OK | 74012 | NONE | PUBLIC CHARITY | GENERAL | $10,000 |
| IRON GATE | |||||||
| 501 S CINCINNATI | TULSA | OK | 74103 | NONE | PUBLIC CHARITY | GENERAL | $20,000 |
| JUSTUS-TIAWAH SCHOOL | |||||||
| 15011 E 523 RD | CLAREMORE | OK | 74019 | NONE | PUBLIC CHARITY | GENERAL | $500 |
| LIFE SENIOR SERVICES | |||||||
| 5950 E 31ST | TULSA | OK | 74136 | NONE | PUBLIC CHARITY | GENERAL | $35,000 |
| LITTLE LIGHT HOUSE | |||||||
| 5120 E 36TH ST | TULSA | OK | 74135 | NONE | PUBLIC CHARITY | GENERAL | $51,000 |
| LIVING ARTS OF TULSA INCORPORATED | |||||||
| 307 E BRADY ST | TULSA | OK | 74102 | NONE | PUBLIC CHARITY | GENERAL | $10,000 |
| MONTE CASSINO SCHOOL | |||||||
| 2206 S LEWIS AVE | TULSA | OK | 74114 | NONE | PUBLIC CHARITY | GENERAL | $10,000 |
| OKLAHOMA AQUARIUM FOUNDATION | |||||||
| PO BOX 910 300 AQUARIUM DRIVE | JENKS | OK | 74037 | NONE | PUBLIC CHARITY | GENERAL | $10,000 |
| OKLAHOMA STATE UNIVERSITY FOUNDATION | |||||||
| 107 WHITEHURST HALL | STILLWATER | OK | 74074 | NONE | PUBLIC CHARITY | GENERAL | $500 |
| PALMER CONTINUUM OF CARE INC | |||||||
| 5151 E 51ST ST SUITE 106 | TULSA | OK | 74135 | NONE | PUBLIC CHARITY | GENERAL | $20,000 |
| PARENT CHILD CENTER OF TULSA INC | |||||||
| 1421 SOUTH BOSTON AVE | TULSA | OK | 74119 | NONE | PUBLIC CHARITY | GENERAL | $60,000 |
| PHILBROOK MUSEUM OF ART | |||||||
| PO BOX 52510 | TULSA | OK | 74152 | NONE | PUBLIC CHARITY | GENERAL | $40,000 |
| RESONANCE LISTENING & GROWTH | |||||||
| 1608 S ELWOOD AVE | TULSA | OK | 74119 | NONE | PUBLIC CHARITY | GENERAL | $40,000 |
| SAINT MARY'S CATHOLIC CHURCH | |||||||
| 1347 E 49TH PLACE | TULSA | OK | 74105 | NONE | PUBLIC CHARITY | GENERAL | $2,000 |
| STAND IN THE GAP INC | |||||||
| 624 S BOSTON STE 340 | TULSA | OK | 74119 | NONE | PUBLIC CHARITY | GENERAL | $45,000 |
| STREET SCHOOL INC | |||||||
| 1135 S YALE AVE | TULSA | OK | 74112 | NONE | PUBLIC CHARITY | GENERAL | $20,000 |
| STS PETER & PAUL CATHOLIC SCHOOL | |||||||
| 1428 N 67TH E AVE | TULSA | OK | 74115 | NONE | PUBLIC CHARITY | GENERAL | $10,000 |
| THE TRISTESSE GRIEF CENTER | |||||||
| 1709 S BALTIMORE | TULSA | OK | 74119 | NONE | PUBLIC CHARITY | GENERAL | $8,300 |
| TULSA BALLET THEATER INC | |||||||
| 1212 EAST 45TH PLACE SOUTH | TULSA | OK | 74105 | NONE | PUBLIC CHARITY | GENERAL | $35,400 |
| TULSA BOYS' HOME | |||||||
| PO BOX 1101 | TULSA | OK | 74101 | NONE | PUBLIC CHARITY | CAPITAL IMPROVEMENT | $100,000 |
| TULSA COMMUNITY FOUNDATION | |||||||
| 6111 E SKELLY DRIVE STE 608 | TULSA | OK | 74133 | NONE | PUBLIC CHARITY | GENERAL | $118,350 |
| TULSA GIRLS ART SCHOOL PROJECT INC | |||||||
| 2202 E ADMIRAL BLVD | TULSA | OK | 74110 | NONE | PUBLIC CHARITY | GENERAL | $12,500 |
| TULSA OPERA INC | |||||||
| 1610 SOUTH BOULDER AVE | TULSA | OK | 74159 | NONE | PUBLIC CHARITY | GENERAL | $1,200 |
| TULSA PROJECT WOMAN INC | |||||||
| PO BOX 14026 | TULSA | OK | 74159 | NONE | PUBLIC CHARITY | GENERAL | $500 |
| TULSA ZOO MANANGEMENT INC | |||||||
| 6421 EAST 36TH STREET NORTH | TULSA | OK | 74115 | NONE | PUBLIC CHARITY | GENERAL | $1,680 |
| UNIVERSITY OF TULSA | |||||||
| 800 S TUCKER DRIVE | TULSA | OK | 74104 | NONE | PUBLIC CHARITY | CAPITAL IMPROVEMENT | $1,000,000 |
| VISITING NURSE ASSOCIATION OF TULSA | |||||||
| 7875 E 51ST ST | TULSA | OK | 74145 | NONE | PUBLIC CHARITY | GENERAL | $25,000 |
| YOUTH SERVICES TULSA INC | |||||||
| 301 S MADISON | TULSA | OK | 74120 | NONE | PUBLIC CHARITY | GENERAL | $51,156 |
| AMERICAN LUNG ASSN OF THE PLAINS - GULF REGION | |||||||
| 2227 E SKELLY DR | TULSA | OK | 74105 | NONE | PUBLIC CHARITY | GENERAL | $550 |
| ARTHRITIS FOUNDATION INC | |||||||
| 7170 S BRADEN SUITE 170 | TULSA | OK | 74136 | NONE | PUBLIC CHARITY | GENERAL | $15,000 |
| BREAST CANCER ASSISTANCE PROGRAM | |||||||
| PO BOX 470065 | TULSA | OK | 74147 | NONE | PUBLIC CHARITY | GENERAL | $5,000 |
| BIG BROTHERS BIG SISTERS | |||||||
| 5840 S MEMORIAL DRIVE SUITE 105 | TULSA | OK | 74145 | NONE | PUBLIC CHARITY | GENERAL | $25,050 |
| BOY SCOUTS OF AMERICASOUTHERN REGION | |||||||
| 1325 WEST WALNUT HILL LANE | IRVING | TX | 75015 | NONE | PUBLIC CHARITY | GENERAL | $2,500 |
| BOY SCOUTS OF AMERICAPHILMONT SCOUT RANCH | |||||||
| 17 DEER RUN ROAD | CIMAROON | NM | 87714 | NONE | PUBLIC CHARITY | CAPITAL IMPROVEMENT | $425,000 |
| CAMP LOUGHRIDGE AN OKLAHOMA NOT FOR PROFIT CORP | |||||||
| 4900 W 71ST | TULSA | OK | 74131 | NONE | PUBLIC CHARITY | CAPITAL IMPROVEMENT | $34,740 |
| CATHOLIC CHARITIES USA | |||||||
| PO BOX 580460 | TULSA | OK | 74158 | NONE | PUBLIC CHARITY | GENERAL | $15,250 |
| THE CENTER FOR INDIVIDUALS WITH PHYSICAL CHALLENGES LTD | |||||||
| 700 SOUTH BOSTON SUITE 230 | TULSA | OK | 74119 | NONE | PUBLIC CHARITY | GENERAL | $25,000 |
| THE CHILDREN'S CENTER INC | |||||||
| 6800 NW 39TH EXPRESSWAY | BETHANY | OK | 72008 | NONE | PUBLIC CHARITY | CAPITAL IMPROVEMENT | $25,000 |
| COMMUNITY SERVICE COUNCIL OF GREATER TULSA | |||||||
| 16 E 16TH STREET SUITE 202 | TULSA | OK | 74119 | NONE | PUBLIC CHARITY | GENERAL | $20,000 |
| CONSUMER CREDIT COUNSELING SERVICE OF OKLAHOMA INC | |||||||
| 4646 SOUTH HARVARD | TULSA | OK | 74135 | NONE | PUBLIC CHARITY | GENERAL | $15,000 |
| DRESS FOR SUCCESS TULSA | |||||||
| 1109 S PEORIA AVE | TULSA | OK | 74120 | NONE | PUBLIC CHARITY | GENERAL | $500 |
| FAB LAB TULSA INC | |||||||
| 710 SOUTH LEWIS AVENUE | TULSA | OK | 74104 | NONE | PUBLIC CHARITY | GENERAL | $66,715 |
| FOLDS OF HONOR FOUNDATION INC | |||||||
| 5800 N PATRIOT DRIVE | OWASSO | OK | 74055 | NONE | PUBLIC CHARITY | GENERAL | $12,500 |
| GLOBAL GARDENS | |||||||
| 2232 S NOGALES AVE | TULSA | OK | 74107 | NONE | PUBLIC CHARITY | GENERAL | $5,000 |
| HOLLAND HALL SCHOOL | |||||||
| 5666 EAST 81ST STREET | TULSA | OK | 74137 | NONE | PUBLIC CHARITY | CAPITAL IMPROVEMENT | $905,000 |
| HOSPICE OF GREEN COUNTRY INC | |||||||
| 1120 S BOSTON AVENUE SUITE 200 | TULSA | OK | 74119 | NONE | PUBLIC CHARITY | GENERAL | $15,000 |
| KIPP TULSA ACADEMY COLLEGE PREPARATORY | |||||||
| 1661 E VIRGIN ST | TULSA | OK | 74106 | NONE | PUBLIC CHARITY | GENERAL | $17,000 |
| THE LEUKEMIA & LYMPHOMA SOCIETY | |||||||
| 500 N BROADWAY SUITE 250 | OKLAHOMA CITY | OK | 73102 | NONE | PUBLIC CHARITY | GENERAL | $200 |
| MAKE A WISH FOUNDATION OF OKLAHOMA INC | |||||||
| 4504 E 67TH STREET BLDG 11 208 | TULSA | OK | 74136 | NONE | PUBLIC CHARITY | GENERAL | $35,000 |
| CHRIST THE KING PARISH SCHOOL MARQUETTE | |||||||
| 1519 S QUINCY | TULSA | OK | 74120 | NONE | PUBLIC CHARITY | GENERAL | $5,000 |
| MENTAL HEALTH ASSOCIATION IN TULSA INC | |||||||
| 1870 S BOULDER | TULSA | OK | 74119 | NONE | PUBLIC CHARITY | CAPITAL IMPROVEMENT | $75,000 |
| NEW HOPE CAMP INC | |||||||
| 10901 SOUTH YALE AVENUE | TULSA | OK | 74137 | NONE | PUBLIC CHARITY | GENERAL | $5,000 |
| OKLAHOMA MEDICAL RESEARCH FOUNDATION | |||||||
| 825 NE 13TH STREET | OKLAHOMA CITY | OK | 73104 | NONE | PUBLIC CHARITY | GENERAL | $30,000 |
| OKLAHOMA METHODIST CONFERENCE | |||||||
| 1501 NW 25TH STREET | OKLAHOMA CITY | OK | 73106 | NONE | PUBLIC CHARITY | GENERAL | $15,000 |
| P4L | |||||||
| 1800 WEST LOOP SOUTH SUITE 1875 | HOUSTON | CA | 77027 | NONE | PUBLIC CHARITY | GENERAL | $5,000 |
| PARK FRIENDS INC | |||||||
| 2315 CHARLES PAGE BLVD | TULSA | OK | 74127 | NONE | PUBLIC CHARITY | GENERAL | $500 |
| PLANNED PARENTHOOD OF ARKANSAS AND EASTERN OKLAHOMA INC | |||||||
| 1171 7TH STREET | DES MOINES | IA | 50314 | NONE | PUBLIC CHARITY | GENERAL | $50,000 |
| REBUILDING TOGETHER TULSA A NONPROFIT ORGANIZATION | |||||||
| PO BOX 52201 | TULSA | OK | 74152 | NONE | PUBLIC CHARITY | GENERAL | $25,000 |
| SAN MIGUEL SCHOOL OF TULSA INC | |||||||
| 2444 EAST ADMIRAL BLVD | TULSA | OK | 74110 | NONE | PUBLIC CHARITY | GENERAL | $10,000 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | PUBLIC CHARITY | GENERAL | $50 |
| TRANSITIONAL LIVING CENTERS OF OKLAHOMA | |||||||
| 601 S ELGIN AVENUE | TULSA | OK | 74120 | NONE | PUBLIC CHARITY | CAPITAL IMPROVEMENT | $20,000 |
| TULSA ADVOCATES FOR THE PROTECTION OF CHILDREN | |||||||
| PO BOX 14044 | TULSA | OK | 74159 | NONE | PUBLIC CHARITY | GENERAL | $5,000 |
| TULSA ADVOCATES FOR THE RIGHTS OF CITIZENS WITH DEVELOPMENTAL DISABILITIES | |||||||
| 2516 E 71ST ST STE A | TULSA | OK | 74136 | NONE | PUBLIC CHARITY | GENERAL | $5,000 |
| TULSA AREA UNITED WAY | |||||||
| PO BOX 1859 | TULSA | OK | 74101 | NONE | PUBLIC CHARITY | GENERAL | $15,000 |
| TULSA DAY CENTER FOR THE HOMELESS INC | |||||||
| 415 W ARCHER ST | TULSA | OK | 74103 | NONE | PUBLIC CHARITY | GENERAL | $35,000 |
| TULSA HUB SYNDICATE | |||||||
| 601 W 3RD STREET | TULSA | OK | 74103 | NONE | PUBLIC CHARITY | GENERAL | $5,000 |
| TULSA LIBRARY TRUST | |||||||
| 400 CIVIC CENTER | TULSA | OK | 74103 | NONE | PUBLIC CHARITY | CAPITAL IMPROVEMENT | $27,850 |
| TULSA METROPOLITAN MINISTRY | |||||||
| 221 SOUTH NOGALES AVENUE | TULSA | OK | 74127 | NONE | PUBLIC CHARITY | GENERAL | $10,000 |
| TULSA PRESS CLUB FOUNDATION INC | |||||||
| 415 S BOSTON LOBBY | TULSA | OK | 74103 | NONE | PUBLIC CHARITY | GENERAL | $5,000 |
| WOMEN'S RESOURCE MEDICAL CENTERS OF SOUTHERN NEVADA | |||||||
| 2915 W CHARLESTON BLVD SUITE 1 | LAS VEGAS | NV | 89102 | NONE | PUBLIC CHARITY | GENERAL | $200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 4176865 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $27,172 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $2,137,206 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $4,996,799 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $7,161,177 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 7161177 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | F ROGER HARDESTY | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | 3250000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Depreciation Schedule DepreciationSchedule
Depreciation Depreciation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Property | DELL OPTIPLEX | DescriptionOfProperty |
| Date Acquired | 2011-11-30 | DateAcquired |
| Cost Or Other Basis | 1953 | CostOrOtherBasis |
| Computation Method | SL | ComputationMethod |
| Life | 5.000000000000 | Life |
| Current Year Expense | 391 | CurrentYearExpense |
| Net Investment Income | 0 | NetInvestmentIncome |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | CORPORATE BONDS | NameOfBond |
| EOY Book Value | 23336549 | EOYBookValue |
| EOYFMV | 24555845 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | CORPORATE STOCKS | NameOfStock |
| EOY Book Value | 8901339 | EOYBookValue |
| EOYFMV | 9086643 | EOYFMV |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | DELL OPTIPLEX | CategoryOrItem |
| Cost Or Other Basis | 1953 | CostOrOtherBasis |
| Accumulated Depreciation | 391 | AccumulatedDepreciation |
| Book Value | 1562 | BookValue |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (9 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| OFFICE SUPPLIES | 1495 | 0 | 1495 |
| FEES | 150 | 0 | 150 |
| COMPUTER EXPENSE | 37165 | 23710 | 13455 |
| BROKER FEES | 97743 | 97743 | 0 |
| POSTAGE | 74 | 0 | 74 |
| INSURANCE - WORKERS COMP | 1780 | 0 | 1780 |
| DIRECT EXPENSE | 135 | 0 | 135 |
| MEALS & ENTERTAINMENT | 2405 | 0 | 2405 |
| TRAINING | 1070 | 0 | 1070 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROF FEES | Category |
| Amount | $4,365 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 4365 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES - EXCISE | Category |
| Amount | $27,000 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Comments