HARDESTY FAMILY FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- HARDESTY FAMILY FOUNDATION INC (EIN 20-4094088)
- Tax period
- 2024-12-01 to 2025-11-30
- Filed
- 2026-03-06
- IRS object ID
- 202620659349100807
- Schema version
- 2024v5.5
- 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 Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-03-06T09:36:25-06:00 | ReturnTs |
| Tax Period End | 2025-11-30 | 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 | 2024-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 204094088 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HARDESTY FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HARD | BusinessNameControlTxt |
| Phone | 9185853100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4141 N MEMORIAL DRIVE | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74115 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHELLE HARDESTY | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 9185853100 | PhoneNum |
| Signature | 2026-02-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ASHLEY M FOGLE | PreparerPersonNm |
| PTIN | P01258800 | PTIN |
| Phone | 9187452333 | PhoneNum |
| Preparation | 2026-02-25 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $156,794,978 | 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 | $5,149,998 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,332,928 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,332,928 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $5,866,262 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,866,262 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,851,115 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $50,132,277 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,044,935 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $67,316 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $67,316 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $15,267,619 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $12,311,441 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $172,138 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $6,676 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $165,462 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $281,278 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $139,375 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $141,903 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $159,727 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $154,616 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $5,111 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $78,061 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $1,051 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $1,051 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $15,327 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $15,327 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,693 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,693 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $117,569 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $46,577 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $70,992 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $826,844 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $363,622 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $385,161 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,786,301 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,786,301 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,613,145 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $363,622 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,171,462 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $7,654,474 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $11,947,819 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $30,880,260 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $64,281,706 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $64,281,706 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $8,160 | AcctRcvblBOYAmt |
| Prepaid Expenses BOY | $177,833 | PrepaidExpensesBOYAmt |
| Corporate Stock BOY | $6,894,573 | CorporateStockBOYAmt |
| Corporate Stock EOY | $14,259,730 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $16,225,810 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $102,787,748 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $71,259,195 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $76,286,545 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,403,300 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $7,354 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $6,437 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,968 | LandBOYAmt |
| Land EOY | $917 | LandEOYAmt |
| Land EOYFMV | $917 | LandEOYFMVAmt |
| Total Assets BOY | $142,153,842 | TotalAssetsBOYAmt |
| Total Assets EOY | $149,801,548 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $156,794,978 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $8,985 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $2,217 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $8,985 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,217 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| 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 | $83,144,857 | RetainedEarningBOYAmt |
| Retained Earning EOY | $90,799,331 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $142,144,857 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $149,799,331 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $142,153,842 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $149,801,548 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $142,144,857 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $7,654,474 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $149,799,331 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $149,799,331 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $45,529,971 | $42,199,910 | $3,330,061 | $3,330,061 |
| PUBLICLY TRADED SECURITIES | D | $4,602,306 | $2,887,432 | $1,714,874 | $1,714,874 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,044,935 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $166,075 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $166,075 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $166,075 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $92,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $92,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1,905 | EsPenaltyAmt |
| Tax Due | $75,980 | 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 N MEMORIAL DRIVE | AddressLine1Txt |
| City | TULSA | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74115 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| F ROGER HARDESTY | ||||||||
| 4141 N MEMORIAL DRIVE | TULSA | OK | 74115 | PRESIDENT & DIRECTOR | 1.00 | $0 | $0 | $0 |
| DONNA J HARDESTY | ||||||||
| 4141 N MEMORIAL DRIVE | TULSA | OK | 74115 | VICE-PRESIDENT & DIRECTOR | 1.00 | $0 | $0 | $0 |
| MICHELLE HARDESTY | ||||||||
| 4141 N MEMORIAL DRIVE | TULSA | OK | 74115 | EXECUTIVE DIRECTOR | 40.00 | $159,499 | $12,639 | $0 |
| CONNOR HARDESTY | ||||||||
| 4141 N MEMORIAL DRIVE | TULSA | OK | 74115 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MARILYN S COX | ||||||||
| 4141 N MEMORIAL DRIVE | TULSA | OK | 74115 | DIRECTOR | 1.00 | $3,144 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| GENE A LISTER | ||||||||
| 4141 N MEMORIAL DRIVE | TULSA | OK | 74115 | CONTROLLER | 40.00 | $117,153 | $20,304 | $0 |
| DANA WILKES | ||||||||
| 4141 N MEMORIAL DRIVE | TULSA | OK | 74115 | PROGRAM MANAGER | 40.00 | $102,841 | $8,112 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $119,833,796 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $34,037,329 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $42,270 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $153,913,395 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $153,913,395 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,308,701 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $151,604,694 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,580,235 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,580,235 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $166,075 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $166,075 | TotalTaxAmt |
| Distributable Before Adj | $7,414,160 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $1,403,300 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $8,817,460 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $8,817,460 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,171,462 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $7,171,462 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,817,460 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $6,930,897 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,171,462 | QualifyingDistributionsAmt |
| Applied To Year1 | $6,930,897 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $240,565 | 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 | $8,576,895 | 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 (128 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 108 CONTEMPORARY | ||||||||
| 108 EAST RECONCILIATION WAY | TULSA | OK | 74103 | NONE | PC | PROGRAM | $15,000 | |
| 1ST STEP MALE DIVERSION PROGRAM INC | ||||||||
| 1516 SOUTH BOSTON AVENUE | TULSA | OK | 74119 | NONE | PC | OPERATING | $25,000 | |
| 36 DEGREES NORTH CO (DBA GRADIENT) | ||||||||
| 12 N CHEYENNE AVE | TULSA | OK | 74103 | NONE | PC | OPERATING | $100,000 | |
| 501TECH | ||||||||
| 7030 S YALE AVE STE 600 | TULSA | OK | 74136 | NONE | PC | OPERATING | $30,000 | |
| A NEW LEAF | ||||||||
| PO BOX 2370 | BROKEN ARROW | OK | 74055 | NONE | PC | PROGRAM | $101,500 | |
| A POCKET FULL OF HOPE INC | ||||||||
| 1325 EAST APACHE STREET | TULSA | OK | 74106 | NONE | PC | PROGRAM | $15,000 | |
| ALZHEIMER'S ASSOCIATION | ||||||||
| OKLAHOMA CHAPTER - 6660 S SHERIDAN | TULSA | OK | 60601 | NONE | PC | GENERAL FUNDRAISING | $3,000 | RD SUITE 202 |
| AMERICAN JOURNALISM PROJECT INC | ||||||||
| PO BOX 147 | TULSA | OK | 74103 | NONE | PC | OPERATING | $1,000 | |
| AMERICAN NATIONAL RED CROSS - TULSA AREA CHAPTER | ||||||||
| 10151 E 11TH STREET | TULSA | OK | 74128 | NONE | PC | PROGRAM | $25,000 | |
| ANIMAL RESCUE FOUNDATION INC | ||||||||
| PO BOX 471483 | TULSA | OK | 74147 | NONE | PC | OPERATING | $500 | |
| ARTS ALLIANCE TULSA INC | ||||||||
| 203 NORTH MAIN STREET | TULSA | OK | 74103 | NONE | PC | OPERATING | $15,000 | |
| ASPEN COMMUNITY FOUNDATION | ||||||||
| 455 GOLD RIVERS COURT SUITE 515 | BASALT | CO | 81621 | NONE | PC | OPERATING | $23,000 | |
| ASSOCIATION OF FUNDRAISING PROFESSIONALS | ||||||||
| PO BOX 33103 | TULSA | OK | 74153 | NONE | PC | GENERAL FUNDRAISING | $4,700 | |
| CATHOLIC CHARITIES OF EASTERN OKLAHOMA | ||||||||
| 2450 NORTH HARVARD AVENUE | TULSA | OK | 74115 | NONE | PC | PROGRAM | $35,000 | |
| CHALLENGE AIR FOR KIDS AND FAMILIES | ||||||||
| 8001 LEMMON AVE HANGAR 2 SUITE 280 | DALLAS | TX | 75209 | NONE | PC | GENERAL FUNDRAISING | $2,500 | |
| CHARGER PRIDE SCHOLARSHIP FOUNDATION INC | ||||||||
| PO BOX 1345 | JENKS | OK | 74037 | NONE | PC | GENERAL FUNDRAISING | $328 | |
| CHERRY STREET FARMERS' MARKET INC | ||||||||
| PO BOX 14572 | TULSA | OK | 74159 | NONE | PC | OPERATING | $250 | |
| CHILD ADVOCACY NETWORK | ||||||||
| 2815 SOUTH SHERIDAN | TULSA | OK | 74129 | NONE | PC | PROGRAM | $23,000 | |
| CHILDREN'S HOSPITAL FOUNDATION | ||||||||
| 6600 SOUTH YALE AVENUE | TULSA | OK | 74136 | NONE | PC | CAPITAL/EQUIPMENT | $195,600 | |
| CIRCLE CINEMA | ||||||||
| 8 S LEWIS AVE | TULSA | OK | 74104 | NONE | PC | OPERATING | $3,000 | |
| CLAREHOUSE | ||||||||
| 7617 SOUTH MINGO ROAD | TULSA | OK | 74133 | NONE | PC | OPERATING | $35,000 | |
| COMMUNITY HEALTH CONNECTION INC | ||||||||
| 2321 EAST 3RD STREET | TULSA | OK | 74104 | NONE | PC | PROGRAM | $25,000 | |
| CORNERSTONE CHRISTIAN ACADEMY | ||||||||
| 7770 WHIRLPOOL DRIVE | SPERRY | OK | 74073 | NONE | PC | OPERATING | $500 | |
| COUNSELING & RECOVERY SERVICES OF OKLAHOMA INC | ||||||||
| 7010 SOUTH YALE AVENUE | TULSA | OK | 74136 | NONE | PC | OPERATING | $40,000 | |
| DOMESTIC VIOLENCE INTERVENTION SERVICES INC | ||||||||
| 3124 EAST APACHE STREET | TULSA | OK | 74110 | NONE | PC | OPERATING | $50,000 | |
| DONT LOOK BACK MINISTRIES INC | ||||||||
| 300 E 9TH ST N | CLAREMORE | OK | 74017 | NONE | PC | OPERATING | $500 | |
| EASTERN OKLAHOMA DONATED DENTAL SERVICES | ||||||||
| 9810 EAST 42ND STREET | TULSA | OK | 74146 | NONE | PC | OPERATING | $10,000 | |
| EDUCATION FOUNDATION FOR ARCHITECTURE ENGINEERING & DESIGN | ||||||||
| 2200 SOUTH UTICA PLACE | TULSA | OK | 74114 | NONE | PC | PROGRAM | $3,000 | |
| EMERGENCY INFANT SERVICES | ||||||||
| 1110 SOUTH DENVER AVENUE | TULSA | OK | 74119 | NONE | PC | OPERATING | $22,000 | |
| FAMILY & CHILDRENS SERVICES | ||||||||
| 5310 E 31ST STREET SUITE 800 | TULSA | OK | 74135 | NONE | PC | PROGRAM | $42,500 | |
| FAMILY SAFETY CENTER | ||||||||
| 600 CIVIC CENTER | TULSA | OK | 74103 | NONE | PC | OPERATING | $30,000 | |
| FBIL | ||||||||
| 2512 E 71ST ST STE I | TULSA | OK | 74136 | NONE | PC | OPERATING | $2,500 | |
| FIRST METHODIST CHURCH | ||||||||
| 1115 S BOULDER AVE | TULSA | OK | 74119 | NONE | PC | OPERATING | $3,000 | |
| FOLDS OF HONOR FOUNDATION | ||||||||
| 5971 NORTH PATRIOT DRIVE | OWASSO | OK | 74055 | NONE | PC | OPERATING | $25,000 | |
| FOOD BANK OF EASTERN OKLAHOMA | ||||||||
| 1304 N KENOSHA AVE | TULSA | OK | 74106 | NONE | PC | OPERATING | $35,000 | |
| FOOD ON THE MOVE INC | ||||||||
| PO BOX 1626 | TULSA | OK | 74101 | NONE | PC | OPERATING | $49,450 | |
| FOUNDATION FOR TULSA CHAMBER INC | ||||||||
| 1 WEST 3RD STREET | TULSA | OK | 74103 | NONE | PC | OPERATING | $25,000 | |
| FRIENDS OF AMERICAN SONG ARCHIVES INC | ||||||||
| 102 E RECONCILIATION WAY | TULSA | OK | 74103 | NONE | PC | PROGRAM | $20,400 | |
| FRONTIER MEDIA GROUP | ||||||||
| 36 E CAMERON STREET | JENKS | OK | 74103 | NONE | PC | OPERATING | $1,500 | |
| GIRL SCOUTS OF EASTERN OKLAHOMA | ||||||||
| 4810 SOUTH 129TH EAST AVE | BROKEN ARROW | OK | 74012 | NONE | PC | OPERATING | $153,000 | |
| GLOBAL GARDENS | ||||||||
| PO BOX 52034 | TULSA | OK | 74152 | NONE | PC | OPERATING | $15,000 | |
| GOOD SAMARITAN HEALTH SERVICES INC | ||||||||
| 2448 EAST 81ST STREET | TULSA | OK | 74137 | NONE | PC | OPERATING | $20,000 | |
| GRAND MENTAL HEALTH | ||||||||
| 6111 EAST SKELLY DRIVE | TULSA | OK | 74135 | NONE | PC | PROGRAM | $12,200 | |
| GREEN COUNTRY HABITAT FOR HUMANITY | ||||||||
| 6213 EAST 13TH STREET | TULSA | OK | 74112 | NONE | PC | PROGRAM | $100,000 | |
| HAPPY HANDS EDUCATION CENTER INC | ||||||||
| 8801 SOUTH GARNETT RD | BROKEN ARROW | OK | 74012 | NONE | PC | OPERATING | $500 | |
| HBA CHARITABLE FOUNDATION | ||||||||
| 11545 E 43RD ST | TULSA | OK | 74146 | NONE | PC | PROGRAM | $15,000 | |
| HEALTH OUTREACH PREVENTION EDUCATION INC (HOPE) | ||||||||
| 4720 EAST 51ST STREET | TULSA | OK | 74135 | NONE | PC | OPERATING | $25,000 | |
| HEALTHY MINDS POLICY INITIATIVE | ||||||||
| 7030 S YALE AVE STE 600 | TULSA | OK | 74136 | NONE | PC | OPERATING | $20,000 | |
| HEARTS FOR HEARING FOUNDATION INC | ||||||||
| 8125 EAST 101ST STREET SUITE 50 | TULSA | OK | 74133 | NONE | PC | OPERATING | $3,000 | |
| HIS HOUSE OUTREACH MINISTRIES INC | ||||||||
| PO BOX 2040 | CLAREMORE | OK | 74018 | NONE | PC | PROGRAM | $35,000 | |
| HIV RESOURCE CONSORTIUM INC (DBA TULSA CARES) | ||||||||
| 3712 E 11TH ST | TULSA | OK | 74112 | NONE | PC | GENERAL FUNDRAISING | $3,000 | |
| HOLLAND HALL SCHOOL | ||||||||
| 5666 E 81ST ST | TULSA | OK | 74137 | NONE | PC | CAPITAL/EQUIPMENT | $250,000 | |
| HOMELESS ALLIANCE | ||||||||
| 1724 NW 4TH ST | OKLAHOMA CITY | OK | 73106 | NONE | PC | OPERATING | $2,500 | |
| HOSPICE OF GREEN COUNTRY | ||||||||
| 3501 SOUTH YALE AVENUE | TULSA | OK | 74135 | NONE | PC | GENERAL FUNDRAISING | $9,880 | |
| HUMBLE SONS BIKE COMPANY | ||||||||
| 1613 W LINCOLN PL | BROKEN ARROW | OK | 74012 | NONE | PC | PROGRAM | $20,000 | |
| HUMBLE WARRIOR COLLECTIVE LTD | ||||||||
| 1216 E KENOSHA ST STE 186 | BROKEN ARROW | OK | 74012 | NONE | PC | GENERAL FUNDRAISING | $4,108 | |
| JAZZ AT ASPEN-SNOWMASS | ||||||||
| 110 E HALLAM ST STE 118 | ASPEN | CO | 81611 | NONE | PC | GENERAL FUNDRAISING | $7,600 | |
| JOHN 316 MISSION | ||||||||
| 575 NORTH 39TH WEST AVE | TULSA | OK | 74127 | NONE | PC | OPERATING | $27,500 | |
| JUDICIAL WATCH | ||||||||
| 425 THIRD ST SW STE 800 | WASHINGTON | DC | 20024 | NONE | PC | OPERATING | $1,000 | |
| JUNIOR ACHIEVEMENT OF OKLAHOMA | ||||||||
| 3947 SOUTH 103RD EAST AVENUE | TULSA | OK | 74146 | NONE | PC | CAPITAL/EQUIPMENT | $182,500 | |
| JUSTICELINK | ||||||||
| 7030 S YALE AVE STE 600 | TULSA | OK | 74136 | NONE | PC | OPERATING | $20,000 | |
| LAB RESCUE OK INC | ||||||||
| 2608 W KENOSHA ST 434 | BROKEN ARROW | OK | 74012 | NONE | PC | GENERAL FUNDRAISING | $1,500 | |
| LEADERSHIP OKLAHOMA INC | ||||||||
| 3037 NW 63RD STREET SUITE 104 | OKLAHOMA CITY | OK | 73116 | NONE | PC | OPERATING | $10,630 | |
| LEGACY GLOBAL PROGRAMS | ||||||||
| 4435 E HOLMES AVE SUITE 200 | MESA | AZ | 85206 | NONE | PC | PROGRAM | $3,000 | |
| LIFE SENIOR SERVICES | ||||||||
| 5330 EAST 31ST STREET | TULSA | OK | 74135 | NONE | PC | OPERATING | $30,000 | |
| LITTLE LIGHT HOUSE | ||||||||
| 5120 EAST 36TH STREET | TULSA | OK | 74135 | NONE | PC | OPERATING | $30,000 | |
| LIVING ARTS OF TULSA | ||||||||
| 307 EAST RECONCILIATION WAY | TULSA | OK | 74120 | NONE | PC | OPERATING | $2,500 | |
| MAKE-A-WISH OKLAHOMA | ||||||||
| 4504 EAST 67TH STREET | TULSA | OK | 74136 | NONE | PC | PROGRAM | $20,000 | |
| MARQUETTE CATHOLIC SCHOOL | ||||||||
| 1519 S QUINCY AVE | TULSA | OK | 74120 | NONE | PC | OPERATING | $500 | |
| MEALS ON WHEELS OF METRO TULSA | ||||||||
| 5151 EAST 51ST STREET | TULSA | OK | 74135 | NONE | PC | OPERATING | $65,000 | |
| MONTE CASSINO SCHOOL INC | ||||||||
| 2206 S LEWIS AVE | TULSA | OK | 74114 | NONE | PC | CAPITAL/EQUIPMENT | $250,000 | |
| OK MOZART INC | ||||||||
| 415 S DEWEY STE 100 | BARTLESVILLE | OK | 74003 | NONE | PC | PROGRAM | $1,500 | |
| OKLAHOMA APPLESEED CENTER FOR LAW AND JUSTICE | ||||||||
| 822 EAST 6TH STREET | TULSA | OK | 74120 | NONE | PC | OPERATING | $15,000 | |
| OKLAHOMA CENTENNIAL BOTANIC GARDEN (DBA TULSA BOTANIC GARDEN) | ||||||||
| 3900 TULSA BOTANIC DRIVE | TULSA | OK | 74127 | NONE | PC | GENERAL FUNDRAISING | $6,120 | |
| OKLAHOMA CENTER FOR NONPROFITS INC | ||||||||
| 701 NORTH LINDSAY AVENUE | OKLAHOMA CITY | OK | 73104 | NONE | PC | CAPITAL/EQUIPMENT | $40,000 | |
| OKLAHOMA HALL OF FAME INC | ||||||||
| 1400 CLASSEN DRIVE | OKLAHOMA CITY | OK | 73106 | NONE | PC | OPERATING | $8,180 | |
| OKLAHOMA MEDICAL RESEARCH FOUNDATION | ||||||||
| 825 NORTHEAST 13TH STREET | OKLAHOMA CITY | OK | 73104 | NONE | PC | GENERAL FUNDRAISING | $15,500 | |
| OKLAHOMA WARRIORS HONOR FLIGHT | ||||||||
| PO BOX 375 | COLCORD | OK | 74338 | NONE | PC | OPERATING | $10,000 | |
| OPERATION HOPE PRISON MINISTRY | ||||||||
| 739 N DENVER AVE SUITE A | TULSA | OK | 74106 | NONE | PC | OPERATING | $1,000 | |
| OSU FOUNDATION | ||||||||
| 700 N GREENWOOD | TULSA | OK | 74106 | NONE | PC | PROGRAM | $3,675 | |
| OU FOUNDATION | ||||||||
| 100 TIMBERDELL ROAD | NORMAN | OK | 73019 | NONE | PC | PROGRAM | $475,000 | |
| OWASSO COMMUNITY CHOIR CLUB | ||||||||
| PO BOX 2098 | OWASSO | OK | 74055 | NONE | PC | OPERATING | $500 | |
| PARISH OF CHRIST THE KING | ||||||||
| 1520 SOUTH ROCKFORD AVENUE | TULSA | OK | 74120 | NONE | PC | OPERATING | $2,500 | |
| PAUSE4PAWS INC | ||||||||
| PO BOX 52768 | TULSA | OK | 74152 | NONE | PC | OPERATING | $12,500 | |
| PETS HELPING PEOPLE INC | ||||||||
| 2234 EAST 56TH PLACE | TULSA | OK | 74105 | NONE | PC | OPERATING | $20,000 | |
| PHILANTHROPY SOUTHWEST | ||||||||
| 3000 PEGASUS PARK DRIVE SUITE 706 | DALLAS | TX | 75247 | NONE | PC | OPERATING | $3,850 | |
| PHILBROOK MUSEUM OF ART | ||||||||
| 2727 SOUTH ROCKFORD ROAD | TULSA | OK | 74152 | NONE | PC | CAPITAL & PROGRAM | $1,260,000 | |
| PLANNED PARENTHOOD GREAT PLAINS | ||||||||
| 4401 WEST 109TH STREET | OVERLAND PARK | KS | 66211 | NONE | PC | PROGRAM | $30,000 | |
| RAISING THE WORLD | ||||||||
| 82 WALKERS HL | STUYVESANT FL | NY | 12583 | NONE | PC | OPERATING | $250 | |
| RESONANCE CENTER FOR WOMEN | ||||||||
| 1608 SOUTH ELWOOD AVENUE | TULSA | OK | 74119 | NONE | PC | PROGRAM | $200,000 | |
| RIVERFIELD COUNTRY DAY SCHOOL | ||||||||
| 2433 W 61 ST | TULSA | OK | 74132 | NONE | PC | GENERAL FUNDRAISING | $3,100 | |
| SAINT JOHN'S EPISCOPAL CHURCH | ||||||||
| 4200 S ATLANTA PL | TULSA | OK | 74105 | NONE | PC | GENERAL FUNDRAISING | $1,000 | |
| SAINT SIMEON'S FOUNDATION | ||||||||
| 3701 MARTIN LUTHER KING JUNIOR | TULSA | OK | 74106 | NONE | PC | PROGRAM | $23,000 | BOULEVARD |
| SAN MIGUEL SCHOOL OF TULSA | ||||||||
| 2444 E ADMIRAL BLVD | TULSA | OK | 74110 | NONE | PC | PROGRAM | $20,000 | |
| SNOWMASS WESTERN HERITAGE ASSOCIATION | ||||||||
| PO BOX 5745 | SNOWMASS VILLAGE | CO | 81615 | NONE | PC | GENERAL FUNDRAISING | $2,000 | |
| SPECIAL OLYMPICS OKLAHOMA INC | ||||||||
| 6835 SOUTH CANTON AVENUE | TULSA | OK | 74136 | NONE | PC | OPERATING | $500 | |
| ST JOHN HEALTH SYSTEM FOUNDATION INC | ||||||||
| 1923 S UTICA AVE | TULSA | OK | 74104 | NONE | PC | CAPITAL/EQUIPMENT | $156,000 | |
| THE ARC OF OKLAHOMA | ||||||||
| 2516 EAST 71ST STREET STE A | TULSA | OK | 74136 | NONE | PC | OPERATING | $20,000 | |
| THE CENTER FOR INDIVIDUALS WITH PHYSICAL CHALLENGES LTD | ||||||||
| 815 S UTICA AVE | TULSA | OK | 74104 | NONE | PC | CAPITAL/EQUIPMENT | $350,000 | |
| THE CHURCH STUDIO MUSIC FOUNDATION | ||||||||
| 304 SOUTH TRENTON AVE | TULSA | OK | 74120 | NONE | PC | PROGRAM | $30,500 | |
| THE OUTSIDERS HOUSE MUSEUM ASSOCATION | ||||||||
| 1800 S BALTIMORE AVE | TULSA | OK | 74119 | NONE | PC | GENERAL FUNDRAISING | $2,500 | |
| THE PARENT CHILD CENTER OF TULSA | ||||||||
| 1421 SOUTH BOSTON AVENUE | TULSA | OK | 74119 | NONE | PC | OPERATING | $80,000 | |
| THE PENCIL BOX | ||||||||
| 2435 SOUTHWEST BLVD | TULSA | OK | 74107 | NONE | PC | GENERAL FUNDRAISING | $12,000 | |
| THE SALVATION ARMY | ||||||||
| 924 SOUTH HUDSON AVENUE | TULSA | OK | 74112 | NONE | PC | PROGRAM | $36,000 | |
| THE SPRING SHELTER INC | ||||||||
| PO BOX 1588 | TULSA | OK | 74063 | NONE | PC | CAPITAL/EQUIPMENT | $500,000 | |
| THE UNIVERSITY OF TULSA | ||||||||
| 800 S TUCKER DR | TULSA | OK | 74104 | NONE | PC | GENERAL FUNDRAISING | $2,500 | |
| TRAIL OF HONOR FLAGS | ||||||||
| PO BOX 1401 | FORT GIBSON | OK | 74434 | NONE | PC | OPERATING | $3,000 | |
| TRINITY WOODS | ||||||||
| 4134 EAST 31ST STREET | TULSA | OK | 74135 | NONE | PC | PROGRAM | $20,000 | |
| TULSA AIR AND SPACE MUSEUM | ||||||||
| 3624 N 74TH E AVE | TULSA | OK | 74115 | NONE | PC | OPERATING | $9,600 | |
| TULSA AREA UNITED WAY | ||||||||
| 1430 S BOULDER AVE | TULSA | OK | 74119 | NONE | PC | OPERATING | $40,000 | |
| TULSA BOYS HOME | ||||||||
| PO BOX 1101 | TULSA | OK | 74101 | NONE | PC | PROGRAM | $15,000 | |
| TULSA CHILDREN'S MUSEUM | ||||||||
| 3123 RIVERSIDE DR | TULSA | OK | 74105 | NONE | PC | PROGRAM | $30,000 | |
| TULSA COMMUNITY COLLEGE FOUNDATION | ||||||||
| 909 S BOSTON AVE | TULSA | OK | 74119 | NONE | PC | CAPITAL & PROGRAM | $557,000 | |
| TULSA COMMUNITY FOUNDATION | ||||||||
| 7030 S YALE AVE STE 600 | TULSA | OK | 74136 | NONE | PC | PROGRAM AND GENERAL FUNDRAISING | $2,350 | |
| TULSA DAY CENTER INC | ||||||||
| 415 W ARCHER ST | TULSA | OK | 74103 | NONE | PC | GENERAL FUNDRAISING & OPERATING | $79,600 | |
| TULSA FOUNDATION FOR ARCHITECTURE | ||||||||
| 633 S BOSTON AVE | TULSA | OK | 74119 | NONE | PC | OPERATING | $10,000 | |
| TULSA GIRLS ART SCHOOL | ||||||||
| 2202 EAST ADMIRAL BOULEVARD | TULSA | OK | 74110 | NONE | PC | OPERATING | $15,000 | |
| TULSA HISTORICAL SOCIETY & MUSEUM | ||||||||
| 2445 SOUTH PEORIA AVENUE | TULSA | OK | 74114 | NONE | PC | OPERATING | $13,400 | |
| TULSA OPERA | ||||||||
| 1610 SOUTH BOULDER AVE | TULSA | OK | 74119 | NONE | PC | PROGRAM | $8,600 | |
| TULSA POLICE FOUNDATION INC | ||||||||
| 3701A S HARVARD AVE 323 | TULSA | OK | 74135 | NONE | PC | PROGRAM | $2,500 | |
| TULSA ZOO MANAGEMENT INC | ||||||||
| 6421 EAST 36TH STREET NORTH | TULSA | OK | 74115 | NONE | PC | GENERAL FUNDRAISING | $13,930 | |
| USA BMX FOUNDATION | ||||||||
| 490 NORTH LANSING AVENUE | TULSA | OK | 74120 | NONE | PC | PROGRAM | $75,000 | |
| VALLEY HOPE ASSOCIATION | ||||||||
| PO BOX 510 | NORTON | KS | 67654 | NONE | PC | PROGRAM | $25,000 | |
| VOICES OF OKLAHOMA | ||||||||
| 4389 S VICTOR AVE | TULSA | OK | 74105 | NONE | PC | OPERATING | $10,000 | |
| VOLUNTEERS OF AMERICA OF OKLAHOMA INC | ||||||||
| 9605 E 61ST STREET | TULSA | OK | 74133 | NONE | PC | PROGRAM | $20,000 | |
| WOMEN ACCESSING NONTRADITIONAL TRADES INC | ||||||||
| 3622 S YORKTOWN AVE | TULSA | OK | 74105 | NONE | PC | OPERATING | $3,000 | |
| YOUNG MEN'S CHRISTIAN ASSOCIATION OF GREATER TULSA (YMCA) | ||||||||
| 5400 SOUTH OLYMPIA AVE | TULSA | OK | 74107 | NONE | PC | CAPITAL/EQUIPMENT | $50,000 | |
| YOUTH SERVICES OF TULSA | ||||||||
| 311 S MADISON AVE | TULSA | OK | 74120 | NONE | PC | PROGRAM | $60,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,786,301 | 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 | $1,332,928 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,866,262 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,851,115 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| PROGRAM RELATED INVESTMENT INTEREST INCOME | 14 | $66,456 |
| MISCELLANEOUS INCOME | 01 | $860 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $10,117,621 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $10,117,621 | 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 | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| F ROGER HARDESTY | |||||||
| 1 | 4141 N MEMORIAL DRIVE | TULSA | OK | 74115 | $4,609,998 | Yes (X) | Yes (X) |
| MICHELLE HARDESTY | |||||||
| 2 | 4141 N MEMORIAL DRIVE | TULSA | OK | 74115 | $150,000 | Yes (X) | |
| DEBORA HARDESTY CRISTO | |||||||
| 3 | 4141 N MEMORIAL DRIVE | TULSA | OK | 74115 | $390,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | PACCAR STOCK AND ONEOK STOCK | NoncashPropertyDesc |
| Fair Market Value | $2,859,998 | FairMarketValueAmt |
| Received | 2024-12-26 | ReceivedDt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | DELL POWEREDGE T130 SERVER | PropertyDesc |
| Acquired | 2019-10-17 | AcquiredDt |
| Cost Or Other Basis | $7,354 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $5,386 | PriorYearDepreciationAmt |
| Computation Method | SL | ComputationMethodTxt |
| Life | 7.000000000000 | LifeRt |
| Current Year Expense | $1,051 | CurrentYearExpenseAmt |
| Net Investment Income | $1,051 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (22 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1000000 SHS KEYBANK NATIONAL ASSOCIATION MTN | $974,720 | $1,000,240 |
| 1000000 SHS KEYBANK NATIONAL ASSOCIATION NOTE | $967,470 | $1,030,700 |
| 10000000 SHS COMERICA INC NOTE CALL MAKE WHOLE | $9,900,006 | $10,416,600 |
| 1500000 SHS REGIONS FINANCIAL CORP NEW NOTE | $1,222,935 | $1,413,720 |
| 2000000 SHS UNITED RENTALS NORTH AMER INC NOTE | $1,975,020 | $2,026,580 |
| 2000000 SHS UNITED RENTALS NORTH AMER INC NOTE | $1,857,520 | $1,931,960 |
| 2044000 SHS TARGA RES PARTNERS / TARGA RES NOTE | $2,062,862 | $2,044,286 |
| 2750000 SHS OCCIDENTAL PETE CORP NOTE CALL MAKE WHOLE | $2,450,273 | $2,655,070 |
| 3000000 SHS CAPITAL ONE FINL CORP NOTE | $3,100,128 | $3,394,680 |
| 3000000 SHS FORD MOTOR CREDIT COMPANY NOTE | $2,629,506 | $2,960,550 |
| 4000000 SHS ALLY FINL INC NOTE CALL MAKE WHOLE | $4,043,188 | $4,188,920 |
| 5000000 SHS BOEING CO NOTE CALL MAKE WHOLE | $4,762,520 | $5,153,400 |
| 5000000 SHS FORD MOTOR CO NOTE | $5,126,735 | $5,539,800 |
| 5000000 SHS FORD MTR CO NOTE CALL MAKE WHOLE | $5,488,687 | $5,803,250 |
| 5000000 SHS HCA INC. NOTE CALL MAKE WHOLE | $4,987,870 | $5,190,000 |
| 5000000 SHS OCCIDENTAL PETE CORP NOTE CALL MAKE WHOLE | $4,936,420 | $5,092,300 |
| 5000000 SHS SYNOVUS BK COLUMBUS GA NOTE | $4,848,520 | $5,100,350 |
| 6100000 SHS M&T BK CORP SER A MTN | $6,336,744 | $6,616,670 |
| 500000 SHS CAPITAL ONE FINL CORP NOTE | $521,747 | $591,890 |
| 75000 SHS FORD MOTOR CREDIT COMPANY NOTE | $74,554 | $76,798 |
| 2885000 SHS CAPITAL ONE FINL CORP NOTE | $2,991,770 | $3,196,869 |
| ACCRUED INTEREST | $0 | $861,912 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 28958 SHS PACCAR INC COM USD1.00 (PCAR) | $2,838,967 | $3,052,752 |
| 21718 SHS ONEOK INC COM USD0.01 (OKE) | $1,714,126 | $1,581,505 |
| 465 SHS VALERO ENERGY CORP COM (VLO) | $30,159 | $82,193 |
| 74550 SHS HELMERICH & PAYNE INC COM USD0.10 (HP) | $1,983,878 | $2,079,945 |
| 13798 SHS S&P500 ETF TRUST UNIT | $7,692,600 | $9,429,415 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | DELL POWEREDGE T130 SERVER | CategoryOrItemTxt |
| Cost Or Other Basis | $7,354 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $6,437 | AccumulatedDepreciationAmt |
| Book Value | $917 | BookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (14 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ADVERTISING | $3,600 | $3,600 | $0 | $0 |
| BANK FEES | $664 | $0 | $0 | $664 |
| BOARD MEETING EXPENSE | $4,133 | $0 | $0 | $4,133 |
| BUSINESS MEALS | $20,468 | $0 | $0 | $20,468 |
| COMPUTER/PRINTER | $65,504 | $37,093 | $0 | $28,411 |
| CPE TRAINING | $4,259 | $4,259 | $0 | $0 |
| DIRECT CHARITY EXPENSE | $613 | $0 | $0 | $613 |
| DUES | $2,143 | $1,285 | $0 | $858 |
| INSURANCE | $1,861 | $0 | $0 | $1,861 |
| MAINTENANCE GENERAL | $340 | $340 | $0 | $0 |
| MISCELLANEOUS EXPENSE | $11,781 | $0 | $0 | $11,781 |
| OFFICE SUPPLIES | $610 | $0 | $0 | $610 |
| POSTAGE | $9 | $0 | $0 | $9 |
| TELEPHONE | $1,584 | $0 | $0 | $1,584 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PROGRAM RELATED INVESTMENT INTEREST INCOME | $66,456 | $66,456 | $0 |
| MISCELLANEOUS INCOME | $860 | $860 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BROKER FEES | $153,566 | $153,566 | $0 | $0 |
| PROFESSIONAL FEES | $5,111 | $0 | $0 | $5,111 |
| CONTRACT LABOR | $1,050 | $1,050 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $78,061 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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