Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter Social Security numbers on this form as it may be made public. By law, the IRS cannot redact the information on the form.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2013
Open to Public Inspection
For calendar year 2013, or tax year beginning 12-01-2013 , and ending 11-30-2014
Name of foundation
THE HARDESTY FAMILY FOUNDATION INC
 

Number and street (or P.O. box number if mail is not delivered to street address)4141 NORTH MEMORIAL DRIVE   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
TULSA, OK741151400
A Employer identification number

20-4094088
B Telephone number (see instructions)

(918) 581-5505
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$112,864,339J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 4,594,000
2 Check bullet
3 Interest on savings and temporary cash investments 41,205 41,205  
4 Dividends and interest from securities...... 2,303,436 2,303,436  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 10,733,628
b Gross sales price for all assets on line 6a 114,415,698
7 Capital gain net income (from Part IV, line 2)... 10,733,628
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 38,361 38,361  
12 Total. Add lines 1 through 11........ 17,710,630 13,116,630  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 80,000 2,400   77,600
14 Other employee salaries and wages...... 185,703 87,372   98,330
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 4,145 0   4,145
17 Interest...............        
18 Taxes (attach schedule) (see instructions) Click to see attachment 174,720 0   0
19 Depreciation (attach schedule) and depletion... Click to see attachment 1,903 1,903  
20 Occupancy..............        
21 Travel, conferences, and meetings....... 4,362 1,288   3,074
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 187,973 155,740   32,233
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 638,806 248,703   215,382
25 Contributions, gifts, grants paid........ 2,875,686 2,875,686
26 Total expenses and disbursements. Add lines 24 and 25 3,514,492 248,703   3,091,068
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 14,196,138
b Net investment income (if negative, enter -0-) 12,867,927
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2013)
Form 990-PF (2013)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............... 102,267 110,669 110,669
2 Savings and temporary cash investments.......... 8,863,842 45,424,002 45,424,002
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet   1,788 0 0
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 72,516,990 Click to see attachment41,796,607 40,418,170
c Investments—corporate bonds (attach schedule)........ 14,305,439 Click to see attachment24,248,211 25,266,472
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........      
14 Land, buildings, and equipment: basis bullet40,779
Less: accumulated depreciation (attach schedule) bullet33,531 4,827 Click to see attachment7,248 7,248
15 Other assets (describe bullet) Click to see attachment3,233,058 Click to see attachment1,637,778 Click to see attachment1,637,778
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 99,028,211 113,224,515 112,864,339
Liabilities 17 Accounts payable and accrued expenses..........   166
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).......... 0 166
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted....................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds......... 0 0
28 Paid-in or capital surplus, or land, bldg., and equipment fund 59,000,000 59,000,000
29 Retained earnings, accumulated income, endowment, or other funds 40,028,211 54,224,349
30 Total net assets or fund balances (see page 17 of the
instructions).................... 99,028,211 113,224,349
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 99,028,211 113,224,515
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 99,028,211
2 Enter amount from Part I, line 27a..................... 2 14,196,138
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 113,224,349
5 Decreases not included in line 2 (itemize) bullet 5 0
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 113,224,349
Form 990-PF (2013)
Form 990-PF (2013)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1 a INTERNATIONAL BUSINESS MACHINES   2013-10-01 2013-12-30
b CHEVRON CORPORATION   2013-10-04 2014-01-02
c LORILLARD, INC   2013-10-02 2014-03-04
d PNC FINANCIAL   2013-11-25 2014-03-10
e CVS CAREMARK CORP   2013-10-01 2014-03-10
QUALCOMM   2013-10-14 2014-03-10
QUALCOMM   2013-10-23 2014-03-10
QUALCOMM   2013-12-20 2014-03-10
MERCK & CO INC   2013-05-13 2014-03-10
WELLPOINT INC   2014-01-22 2014-03-10
BAKER HUGHES   2013-12-20 2014-03-10
ROYAL DUTCH SHELL PLC   2013-10-01 2014-03-10
US BANCORP   2013-10-23 2014-03-10
EXPRESS SCRIPTS HLDG   2013-10-02 2014-03-10
EXPRESS SCRIPTS HLDG   2013-10-14 2014-03-10
EXPRESS SCRIPTS HLDG   2013-10-23 2014-03-10
EXPRESS SCRIPTS HLDG   2014-01-22 2014-03-10
MICROSOFT CORP   2013-01-03 2014-03-10
PFIZER INC   2013-01-03 2014-03-10
CSX CORP   2013-01-03 2014-03-10
CSX CORP   2013-02-06 2014-03-10
NORFOLK SOUTHERN   2013-01-03 2014-03-10
NORFOLK SOUTHERN   2013-10-14 2014-03-10
AFLAC   2013-05-13 2014-03-10
CARDINAL HEALTH INC   2013-08-29 2014-03-10
OCCIDENTAL PETROLEUM   2013-03-13 2014-03-10
BAXTER INTERNATIONAL   2013-04-25 2014-03-12
BAXTER INTERNATIONAL   2013-04-25 2014-03-12
BAXTER INTERNATIONAL   2013-10-01 2014-03-12
DEERE   2013-10-01 2014-03-12
DEERE   2013-12-20 2014-03-12
MURPHY OIL CORP   2013-02-06 2014-03-12
SYSCO   2013-12-20 2014-03-12
APPLE INC   2013-12-20 2014-03-26
MURPHY OIL CORP   2013-02-06 2014-04-01
MURPHY OIL CORP   2013-02-06 2014-04-02
MURPHY OIL CORP   2013-02-06 2014-04-02
MURPHY OIL CORP   2013-10-23 2014-04-02
ROYAL DUTCH SHELL PLC   2014-03-27 2014-04-10
APACHE   2014-01-22 2014-04-17
CHEVRON CORPORATION   2014-01-14 2014-04-17
SPDR S&P 500 ETF TRUST   2014-03-10 2014-04-22
TRAVELERS COMPANIES   2014-01-22 2014-05-07
ROYAL DUTCH SHELL PLC ADR   2014-03-27 2014-07-09
SPDR S&P 500 ETF TRUST   2014-07-18 2014-08-28
JPMORGAN CHASE & CO   2013-10-01 2014-08-28
JPMORGAN CHASE & CO   2013-11-25 2014-08-28
DIAMOND OFFSHORE DRILLING   2013-03-13 2014-08-28
BP PLC   2013-08-29 2014-08-28
BP PLC   2013-10-01 2014-08-28
BP PLC   2013-10-14 2014-08-28
BP PLC   2013-10-23 2014-08-28
BP PLC   2013-12-20 2014-08-28
AMGEN   2013-12-20 2014-09-11
AMGEN   2014-01-22 2014-09-11
WELLPOINT INC   2014-07-02 2014-09-11
ROYAL DUTCH SHELL PLC   2014-03-27 2014-09-11
EMERSON ELECTRIC   2014-08-07 2014-10-24
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 705,897   704,170 1,727
b 6,214,862   5,897,460 317,402
c 1,654,156   1,352,625 301,531
d 290,159   266,823 23,336
e 278,916   217,811 61,105
1,150,726   1,015,551 135,175
1,534,301   1,347,360 186,941
118,141   111,974 6,167
1,029,726   830,871 198,855
140,232   132,353 7,879
48,466   41,402 7,064
277,421   248,167 29,254
2,960,206   2,662,226 297,980
1,956,083   1,556,805 399,278
293,412   236,542 56,870
3,912,168   3,212,880 699,288
240,598   229,481 11,117
1,512,814   1,092,048 420,766
646,919   514,946 131,973
862,299   617,880 244,419
5,748,660   4,349,660 1,399,000
1,880,221   1,281,248 598,973
411,298   345,462 65,836
7,602,345   6,251,472 1,350,873
2,893,170   2,011,596 881,574
11,555,330   9,944,291 1,611,039
1,616,020   1,659,254 -43,234
29,251   30,019 -768
256,704   249,681 7,023
673,530   620,726 52,804
170,509   173,256 -2,747
3,146,003   2,769,151 376,852
69,243   70,282 -1,039
85,933   86,013 -80
1,914,041   1,586,829 327,212
414,268   344,194 70,074
626,368   517,256 109,112
3,353,284   3,259,516 93,768
8   8 0
162,915   161,139 1,776
950,851   917,103 33,748
18,809,174   18,779,240 29,934
280,204   260,542 19,662
47   41 6
10,005,619   9,817,895 187,724
314,204   273,400 40,804
182,593   178,334 4,259
2,183,622   3,493,520 -1,309,898
3,351,421   2,916,298 435,123
181,934   159,543 22,391
418,928   369,762 49,166
2,393,872   2,174,485 219,387
147,462   143,711 3,751
127,329   104,863 22,466
158,472   142,571 15,901
5,992,273   5,469,215 523,058
3,747   3,417 330
477,343   477,702 -359
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a       1,727
b       317,402
c       301,531
d       23,336
e       61,105
      135,175
      186,941
      6,167
      198,855
      7,879
      7,064
      29,254
      297,980
      399,278
      56,870
      699,288
      11,117
      420,766
      131,973
      244,419
      1,399,000
      598,973
      65,836
      1,350,873
      881,574
      1,611,039
      -43,234
      -768
      7,023
      52,804
      -2,747
      376,852
      -1,039
      -80
      327,212
      70,074
      109,112
      93,768
      0
      1,776
      33,748
      29,934
      19,662
      6
      187,724
      40,804
      4,259
      -1,309,898
      435,123
      22,391
      49,166
      219,387
      3,751
      22,466
      15,901
      523,058
      330
      -359
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 10,733,628
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 . . . . . . . . . . . . . . . . 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2012 4,444,480 95,219,597 0.046676
2011 4,298,983 86,137,646 0.049908
2010 4,094,873 83,068,727 0.049295
2009 3,785,835 81,226,936 0.046608
2008 3,232,766 77,166,793 0.041893
2 Total of line 1, column (d) ...................... 2 0.234380
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3 0.046876
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 113,094,468
5 Multiply line 4 by line 3....................... 5 5,301,416
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 128,679
7 Add lines 5 and 6......................... 7 5,430,095
8 Enter qualifying distributions from Part XII, line 4.............. 8 4,591,068
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2013)
Form 990-PF (2013)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 257,359
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2............................ 3 257,359
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 257,359
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 180,715
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 180,715
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 8 1,174
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 77,818
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletOK
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2013 or the taxable year beginning in 2013 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.HARDESTYFAMILYFOUNDATION.ORG
    14
    The books are in care ofbulletALAN LISTER Telephone no.bullet (918) 585-3100
    Located atbullet4141 NORTH MEMORIAL DRIVETULSAOK ZIP+4bullet741151400
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2013, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the
    foreign country bullet  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
    No
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2013?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2013, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2013?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?.........................
    b
    If "Yes," did it have excess business holdings in 2013 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2013.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2013?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see instructions)........
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?........................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    F ROGER HARDESTY PRESIDENT & DIRECTOR
    1.00     		0 0 0
    4141 N MEMORIAL
    TULSA,OK74145
    DONNA J HARDESTY VICE-PRESIDENT & DIRECTOR
    1.00     		0 0 0
    4141 N MEMORIAL
    TULSA,OK74145
    MICHELLE HARDESTY EXECUTIVE DIRECTOR
    40.00     		80,000 0 0
    4141 N MEMORIAL
    TULSA,OK74145
    MARILYN COX SECRETARY
    1.00     		0 0 0
    4141 N MEMORIAL
    TULSA,OK74115
    ALEX CRISTO DIRECTOR
    1.00     		0 0 0
    4141 N MEMORIAL
    TULSA,OK74115
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 LOW-INTEREST LOAN TO LOCAL SOCIAL SERVICE AGENCY TO FURTHER FOUNDATIONS STATED MISSION OF PROMOTING AND SERVING EXEMPTENTITIES IN THE AREA OF SOCIAL SERVICES. 1,500,000
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3.........................bullet1,500,000
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
     
    b
    Average of monthly cash balances.......................
    1b
     
    c
    Fair market value of all other assets (see instructions)................
    1c
     
    d
    Total (add lines 1a, b, and c).........................
    1d
     
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
     
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
     
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
     
    6
    Minimum investment return. Enter 5% of line 5..................
    6
     
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    5,654,723
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    257,359
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    257,359
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    5,397,364
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    3,095,280
    5
    Add lines 3 and 4............................
    5
    8,492,644
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    8,492,644
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
     
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
     
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 8
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2012     		(c)
    2012     		(d)
    2013
    1 Distributable amount for 2013 from Part XI, line 7 8,492,644
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only....... 4,105,195
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2013:
    a From 2008.......  
    b From 2009.......  
    c From 2010.......  
    d From 2011.......  
    e From 2012.......  
    fTotal of lines 3a through e......... 0
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 4,591,068
    a Applied to 2012, but not more than line 2a 4,105,195
    b Applied to undistributed income of prior years
    (Election required—see instructions)......     		0
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		0
    d Applied to 2013 distributable amount..... 485,873
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2013. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2012. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2013. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2014 ..........     		8,006,771
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............     		0
    8Excess distributions carryover from 2008 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2009....  
    b Excess from 2010....  
    c Excess from 2011....  
    d Excess from 2012....  
    e Excess from 2013....  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 9
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2013, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2013 (b) 2012 (c) 2011 (d) 2010
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    F ROGER HARDESTY
    DONNA J HARDESTY
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    AMERICAN HEART ASSOC
    2227 E SKELLY DR
    TULSA,OK74105     		NONE PUBLIC CHARITY GENERAL 50
    AMERICAN RED CROSS TULSA AREA CHAPTER
    10151 EAST 11TH STREET
    TULSA,OK74128     		NONE PUBLIC CHARITY GENERAL 5,000
    ARTS AND HUMANITIES COUNCIL OF TULSA
    101 EAST ARCHER ST
    TULSA,OH74103     		NONE PUBLIC CHARITY GENERAL 25,000
    ASSOCIATION OF FUNDRAISING PROFESSIONALS
    4606 SOUTH GARNETT STE 100
    TULSA,OK74146     		NONE PUBLIC CHARITY GENERAL 1,470
    BIG BROTHERS BIG SISTERS
    5840 S MEMORIAL DRIVE SUITE 105
    TULSA,OK74145     		NONE PUBLIC CHARITY GENERAL 50
    BISHOP KELLY HIGH SCHOOL
    3905 S HUDSON AVE
    TULSA,OK74135     		NONE PUBLIC CHARITY GENERAL 61,000
    BOY SCOUTS OF AMERICA AKA INDIAN NATIONS COUNCIL
    4295 S GARNETT RD
    TULSA,OK74146     		NONE PUBLIC CHARITY GENERAL 53,276
    CHILDRENS MUSICAL THEATRE OF BARTLESVILLE
    600 SE DELAWARE AVE
    BARTLESVILLE,OK74003     		NONE PUBLIC CHARITY GENERAL 2,500
    CHURCH OF SAINT MARY
    1347 E 49TH PLACE
    TULSA,OK74105     		NONE PUBLIC CHARITY GENERAL 1,500
    CLAREHOUSE INC
    7617 S MINGO RD
    TULSA,OK74133     		NONE PUBLIC CHARITY GENERAL 23,000
    COMETS LACROSSE INC
    2520 WOODWARD BLVD
    TULSA,OK74114     		NONE PUBLIC CHARITY GENERAL 2,500
    COMMUNITY FOOD BANK OF EASTERN OKLAHOMA
    1304 NORTH KENOSHA
    TULSA,OK74106     		NONE PUBLIC CHARITY GENERAL 40,000
    CONGREGATION OF BENEDICTINE SISTERS OF THE SACRED HEARTS INC
    2200 SOUTH LEWIS AVENUE
    TULSA,OK74114     		NONE PUBLIC CHARITY CAPITAL IMPROVEMENT 25,000
    CORNERSTONE CHRISTIAN ACADEMY
    7770 WHIRLPOOL DRIVE
    SPERRY,OK74073     		NONE PUBLIC CHARITY GENERAL 500
    CRISIS PREGNANCY OUTREACH
    PO BOX 1113
    JENKS,OK74037     		NONE PUBLIC CHARITY GENERAL 500
    CROSSTOWN LEARNING CENTER INC
    2501 EAST ARCHER STREET
    TULSA,OK74110     		NONE PUBLIC CHARITY GENERAL 13,000
    DESTINY FAMILY CHURCH
    1500 US 69
    WAGONER,OK74467     		NONE PUBLIC CHARITY GENERAL 500
    DIVERSITY ARTS ASSOCIATION OF OKLAHOMA
    P O BOX 2755
    TULSA,OK74101     		NONE PUBLIC CHARITY GENERAL 990
    DOMESTIC VIOLENCE INTERVENTION SERVICES
    4300 S HARVARD AVE STE 100
    TULSA,OK74135     		NONE PUBLIC CHARITY GENERAL 1,114,815
    EASTERN OK DONATED DENTAL SVCS
    3741 S PEORIA
    TULSA,OK74105     		NONE PUBLIC CHARITY GENERAL 25,000
    EPISCOPAL DIOCESE OF OKLAHOMA
    924 NORTH ROBINSON
    OKLAHOMA CITY,OK73102     		NONE PUBLIC CHARITY GENERAL 150
    FAB LAB TULSA INC
    710 SOUTH LEWIS AVENUE
    TULSA,OK74104     		NONE PUBLIC CHARITY GENERAL 65,000
    FAMILY & CHILDRENS SERVICE INC
    650 S PEORIA AVENUE
    TULSA,OK74120     		NONE PUBLIC CHARITY GENERAL 5,000
    GIRL SCOUTS OF EASTERN OKLAHOMA
    2432 EAST 51ST STREET
    TULSA,OK74105     		NONE PUBLIC CHARITY GENERAL 30,000
    HAPPY HANDS EDUCATION CENTER
    8801 S GARNETT RD
    TULSA,OK74012     		NONE PUBLIC CHARITY GENERAL 500
    IRON GATE AT TRINITY INC
    501 S CINCINNATI
    TULSA,OK74103     		NONE PUBLIC CHARITY GENERAL 200
    JAZZ AT ASPEN-SNOWMASS
    110 E HALLAM SUITE 104
    ASPEN,CO81611     		NONE PUBLIC CHARITY GENERAL 13,500
    LEADERSHIP OKLAHOMA
    5500 NORTH WESTERN STE 142
    OKLAHOMA CITY,OK73118     		NONE PUBLIC CHARITY GENERAL 10,000
    LIVING ARTS OF TULSA INCORPORATED
    307 E BRADY ST
    TULSA,OK74102     		NONE PUBLIC CHARITY GENERAL 2,500
    MARGARET HUDSON PROGRAM INC
    1136 SOUTH ALLEGHENY AVE
    TULSA,OK74112     		NONE PUBLIC CHARITY GENERAL 10,000
    MARQUETTE CATHOLIC SCHOOL
    1519 S QUINCY AVE
    TULSA,OK74120     		NONE PUBLIC CHARITY GENERAL 3,500
    OKLAHOMA CENTER FOR NONPROFITS INC
    720 W WILSHIRE BLVD STE 115
    TULSA,OK74104     		NONE PUBLIC CHARITY GENERAL 4,840
    PALMER CONTINUUM OF CARE INC
    5319 S LEWIS AVE STE 219
    TULSA,OK74105     		NONE PUBLIC CHARITY GENERAL 3,500
    PARENT CHILD CENTER OF TULSA INC
    1421 SOUTH BOSTON AVE
    TULSA,OK74119     		NONE PUBLIC CHARITY GENERAL 50,000
    PHILANTHROPY SOUTHWEST
    624 N GOOD-LATIMER STE 100
    DALLAS,TX75204     		NONE PUBLIC CHARITY GENERAL 3,000
    PHILBROOK MUSEUM OF ART
    PO BOX 52510
    TULSA,OK74152     		NONE PUBLIC CHARITY GENERAL 20,000
    RESONANCE CENTER FOR WOMEN INC
    1608 S ELWOOD AVE
    TULSA,OK74119     		NONE PUBLIC CHARITY GENERAL 11,000
    SAFENET SERVICES
    1219 W DUPONT
    CLAREMORE,OK74017     		NONE PUBLIC CHARITY GENERAL 200
    SALVATION ARMY
    924 SOUTH HUDSON
    TULSA,OK74112     		NONE PUBLIC CHARITY GENERAL 500
    SOUTH GRAND LAKE REGIONAL AIRPORT
    35602 S 4467 ROAD
    VINITA,OK74301     		NONE PUBLIC CHARITY GENERAL 500
    SPECIAL OLYMPICS OKLAHOMA
    6835 S CANTON AVENUE
    TULSA,OK74136     		NONE PUBLIC CHARITY GENERAL 7,500
    ST BALDRICK'S FOUNDATION
    1333 SOUTH MAYFLOWER AVE STE 400
    MONROVIA,CA91016     		NONE PUBLIC CHARITY GENERAL 500
    STAND IN THE GAP INC
    3939 S HARVARD AVE STE 120
    TULSA,OK74135     		NONE PUBLIC CHARITY GENERAL 30,000
    STREET SCHOOL INC
    1135 S YALE AVE
    TULSA,OK74112     		NONE PUBLIC CHARITY GENERAL 20,000
    THE TRISTESSE GRIEF CENTER
    3930 E 31ST ST
    TULSA,OK74135     		NONE PUBLIC CHARITY GENERAL 2,500
    THE UNIVERSITY OF OKLAHOMA TULSA
    100 TIMBERDELL ROAD
    NORMAN,OK73019     		NONE PUBLIC CHARITY GENERAL 2,750
    TOWN & COUNTRY SCHOOL
    8906 E 34TH ST
    TULSA,OK74145     		NONE PUBLIC CHARITY CAPITAL IMPROVEMENT 35,000
    TRANSITIONAL LIVING CENTERS OF OKLAHOMA
    601 S ELGIN AVENUE
    TULSA,OK74120     		NONE PUBLIC CHARITY CAPITAL IMPROVEMENT 2,895
    TULSA AREA UNITED WAY
    1430 S BOULDER
    TULSA,OK74119     		NONE PUBLIC CHARITY GENERAL 45,000
    TULSA BOYS' HOME
    PO BOX 1101
    TULSA,OK74101     		NONE PUBLIC CHARITY GENERAL 2,900
    TULSA CHILDREN'S MUSEUM
    560 NORTH MAYBELLE AVENUE
    TULSA,OK74127     		NONE PUBLIC CHARITY CAPITAL IMPROVEMENT 20,000
    TULSA COMMUNITY COLLEGE FOUNDATION
    6111 E SKELLY DRIVE STE 608
    TULSA,OK74133     		NONE PUBLIC CHARITY GENERAL 1,000
    TULSA COMMUNITY FOUNDATION
    7030 SOUTH YALE AVE STE 600
    TULSA,OK74136     		NONE PUBLIC CHARITY GENERAL 7,850
    TULSA DAY CENTER FOR THE HOMELESS INC
    415 W ARCHER ST
    TULSA,OK74103     		NONE PUBLIC CHARITY GENERAL 15,500
    TULSA FLIGHT NIGHT
    PO BOX 521067
    TULSA,OK74152     		NONE PUBLIC CHARITY GENERAL 5,250
    TULSA GIRLS ART SCHOOL PROJECT INC
    2202 E ADMIRAL BLVD
    TULSA,OK74110     		NONE PUBLIC CHARITY GENERAL 11,500
    TULSA LIBRARY TRUST
    400 CIVIC CENTER
    TULSA,OK74103     		NONE PUBLIC CHARITY GENERAL 25,000
    TULSA SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS
    2910 MOHAWK BLVD
    TULSA,OK74110     		NONE PUBLIC CHARITY GENERAL 500
    TULSA ZOO MANANGEMENT INC
    6421 EAST 36TH STREET NORTH
    TULSA,OK74115     		NONE PUBLIC CHARITY CAPITAL IMPROVEMENT 1,000,000
    WOUNDED WARRIOR PROJECT
    PO BOX 758517
    TOPEKA,KS66675     		NONE PUBLIC CHARITY GENERAL 500
    YOUTH SERVICES TULSA INC
    311 S MADISON
    TULSA,OK74120     		NONE PUBLIC CHARITY GENERAL 10,000
    Total .................................bullet 3a 2,875,686
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    aPROGRAM-RELATED INVESTMENTS         38,361
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............     		    14 41,205  
    4 Dividends and interest from securities....     14 2,303,436  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property .............     		         
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory .............     		    18 10,733,628  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 13,078,269 38,361
    13Total. Add line 12, columns (b), (d), and (e)..................
    1313,116,630
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    1 PROGRAM-RELATED INVESTMENT
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2013)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
    OMB No. 1545-0047
    2013
    Name of the organization
    THE HARDESTY FAMILY FOUNDATION INC
     
    Employer identification number

    20-4094088
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......................... Arrow Bullet $  
    Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 2
    Name of organization
    THE HARDESTY FAMILY FOUNDATION INC
          		Employer identification number

    20-4094088
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
     
     

    F ROGER HARDESTY  
    4141 N MEMORIAL
     
    TULSA, OK74115

    		$4,594,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 3
    Name of organization
    THE HARDESTY FAMILY FOUNDATION INC
          		Employer identification number

    20-4094088
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 4
    Name of organization
    THE HARDESTY FAMILY FOUNDATION INC
          		Employer identification number

    20-4094088
    Part III
    Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
    that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
    For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
    contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Additional Data


    Software ID:  
    Software Version:  

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2013 DepreciationSchedule
    Name:
    THE HARDESTY FAMILY FOUNDATION INC
    EIN: 20-4094088
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    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    

    TY 2013 InvestmentsCorpBondsSchedule
    Name:
    THE HARDESTY FAMILY FOUNDATION INC
    EIN: 20-4094088
    Name of Bond End of Year Book Value End of Year Fair Market Value
    CORPORATE BONDS 24,248,211 25,266,472

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    THE HARDESTY FAMILY FOUNDATION INC
    EIN: 20-4094088
    Name of Stock End of Year Book Value End of Year Fair Market Value
    CORPORATE STOCKS 41,796,607 40,418,170

    TY 2013 LandEtcSchedule2
    Name:
    THE HARDESTY FAMILY FOUNDATION INC
    EIN: 20-4094088
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    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  


    TY 2013 OtherAssetsSchedule
    Name:
    THE HARDESTY FAMILY FOUNDATION INC
    EIN: 20-4094088
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    PROGRAM-RELATED INVESTMENTS 3,233,058 1,637,778 1,637,778


    TY 2013 OtherExpensesSchedule
    Name:
    THE HARDESTY FAMILY FOUNDATION INC
    EIN: 20-4094088
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    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


    TY 2013 OtherIncomeSchedule2
    Name:
    THE HARDESTY FAMILY FOUNDATION INC
    EIN: 20-4094088
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    PROGRAM-RELATED INVESTMENTS 38,361 38,361 38,361


    TY 2013 OtherProfessionalFeesSchedule
    Name:
    THE HARDESTY FAMILY FOUNDATION INC
    EIN: 20-4094088
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PROF FEES 4,145 0   4,145


    TY 2013 TaxesSchedule
    Name:
    THE HARDESTY FAMILY FOUNDATION INC
    EIN: 20-4094088
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAXES - EXCISE 174,200 0   0
    FOREIGN TAXES 520 0   0