Form990-PF
Click to see attachment

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.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation
Broadhurst Foundation
 
Number and street (or P.O. box number if mail is not delivered to street address)1630 S Boston Ave
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Tulsa, OK74119
A Employer identification number

73-6061115
B Telephone number (see instructions)

(918) 294-9789
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$6,989,200J Accounting method:
 
(Part I, column (d) must be on cash basis.)
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)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 1,404 1,404  
4 Dividends and interest from securities... 89,554 89,554  
5a Gross rents............ 265,085 265,085  
b Net rental income or (loss) 148,168
6a Net gain or (loss) from sale of assets not on line 10 19,148
b Gross sales price for all assets on line 6a 372,858
7 Capital gain net income (from Part IV, line 2)... 19,148
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 111,573 109,521  
12 Total. Add lines 1 through 11........ 486,764 484,712  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 55,000 27,500   27,500
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 20,400 10,200   10,200
c Other professional fees (attach schedule).... Click to see attachment 28,973 24,423   4,550
17 Interest............... 4,438 2,219   2,219
18 Taxes (attach schedule) (see instructions)... Click to see attachment 25,763 23,619   2,144
19 Depreciation (attach schedule) and depletion... Click to see attachment 15,715 15,715  
20 Occupancy.............. 14,404 7,202   7,202
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see list of attachments 119,501 60,365   55,059
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 284,194 171,243   108,874
25 Contributions, gifts, grants paid....... 421,481 421,481
26 Total expenses and disbursements. Add lines 24 and 25 705,675 171,243   530,355
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -218,911
b Net investment income (if negative, enter -0-) 313,469
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
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............. 476,063 78,701 78,701
2 Savings and temporary cash investments......... 54,071 46,783 46,783
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        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 1,161 415  
10a Investments—U.S. and state government obligations (attach schedule) 151,401 Click to see attachment152,492 150,215
b Investments—corporate stock (attach schedule)....... 1,126,818 Click to see attachment1,059,927 962,079
c Investments—corporate bonds (attach schedule)....... 72,041 Click to see attachment86,313 80,653
11 Investments—land, buildings, and equipment: basis bullet1,200,672
Less: accumulated depreciation (attach schedule) bullet392,560 632,612 Click to see attachment808,112 3,798,722
12 Investments—mortgage loans............. 1,492,875 1,504,126 1,503,512
13 Investments—other (attach schedule).......... 8,707 8,707 340,563
14 Land, buildings, and equipment: basis bullet10,870
Less: accumulated depreciation (attach schedule) bullet10,870 529   5,000
15 Other assets (describe bullet) Click to see attachment22,516 Click to see attachment22,975 Click to see attachment22,972
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,038,794 3,768,551 6,989,200
Liabilities 17 Accounts payable and accrued expenses.......... 4,133 4,083
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) Click to see attachment126,437 Click to see attachment75,155
23 Total liabilities (add lines 17 through 22)......... 130,570 79,238
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........ 1,942,307 1,942,307
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 1,965,917 1,747,006
30 Total net assets or fund balances (see instructions)..... 3,908,224 3,689,313
31 Total liabilities and net assets/fund balances (see instructions). 4,038,794 3,768,551
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
3,908,224
2
Enter amount from Part I, line 27a .....................
2
-218,911
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
3,689,313
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
3,689,313
Form 990-PF (2018)
Form 990-PF (2018)
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 33 Johnson and Johnson Com P 2016-07-05 2018-02-05
b 5 Johnson & Johnson P 2017-10-03 2018-02-05
c 60 Microsoft Corp P 2017-12-07 2018-02-02
d 19 3M Company P 2017-05-02 2018-02-05
e 32 Amgen Inc P 2017-05-02 2018-03-02
6 Automatic Data Processing P 2017-09-05 2018-03-05
8 CH Robinson Worldwide P 2017-12-07 2018-03-05
7 Texas Instruments P 2017-03-03 2018-03-02
5 Tiffany & Co New P 2017-07-08 2018-03-05
6 Union Pacific Corp P 2016-02-02 2018-03-02
57 Walmart Inc P 2016-07-05 2018-03-02
17 Walmart Inc P 2017-10-03 2018-03-02
89 Paychex Inc P 2017-10-03 2018-04-25
51 Tiffany & Co New P 2017-07-10 2018-04-04
80 Alaska Air Group Inc. P 2018-02-02 2018-05-16
6 Automatic Data Processing P 2017-09-05 2018-05-02
15 CVS Health Corp P 2018-03-02 2018-05-02
11 Emerson Elec Co P 2017-02-06 2018-05-02
115 Schwab US Dividend Eqty P 2018-04-17 2018-05-02
6 Texas Instruments P 2017-03-06 2018-05-02
120 Alaska Air Group Inc. P 2018-02-02 2018-05-16
75 CVS Health Corp P 2018-03-02 2018-06-06
13 Rockwell Automation Inc P 2018-05-02 2018-06-08
35 Union Pacific Corp P 2016-02-02 2018-06-06
4 Union Pacific Corp P 2018-02-02 2018-06-06
48 Automatic Data Processing P 2017-09-05 2018-07-09
11 CH Robinson Worldwide P 2017-12-07 2018-07-06
17 Emerson Elec Co P 2017-02-06 2018-07-05
11 Genuine Parts Co P 2018-05-02 2018-07-06
8 Nextera Energy Inc P 2018-05-02 2018-07-05
18 Procter & Gamble Co P 2016-05-03 2018-07-03
6 Rockwell Automation Inc P 2018-05-14 2018-06-08
8 United Techs Corp P 2017-02-03 2018-07-05
105 Altria Group Inc P 2018-03-02 2018-08-17
98 Alaska Air Group Inc. P 2018-03-02 2018-08-17
61 CH Robinson Worldwide P 2017-12-07 2018-08-17
56 Darden Restaurants Inc P 2018-07-03 2018-08-17
86 Emerson Elec Co P 2017-02-07 2018-08-17
89 Ishares Select P 2016-08-01 2018-08-17
3 Ishares Select P 2017-10-16 2018-08-17
125 Wisdomtree US High P 2016-08-01 2018-08-17
106 Vanguard High DVD Yield P 2016-08-01 2018-08-17
259 Ishares Intl Select P 2016-08-01 2018-08-17
11 Ishares Intl Select P 2017-12-07 2018-08-17
28 General Dynamics Corp P 2018-07-03 2018-08-06
57 Genuine Parts Co P 2018-05-02 2018-08-17
94 Ishares Core High P 2016-08-01 2018-08-17
7 Ishares Core High P 2017-10-16 2018-08-17
35 Nextera Energy Inc P 2018-05-02 2018-08-17
43 Proctor & Gamble P 2016-05-03 2018-08-17
24 Procter & Gamble Co P 2016-05-03 2018-08-17
31 Rockwell Automation Inc P 2018-06-08 2018-08-09
87 Republic Services Inc P 2018-03-02 2018-08-17
54 Texas Instruments P 2017-03-07 2018-08-17
42 United Techs Corp P 2017-02-06 2018-08-17
66 VF Corporation P 2018-08-02 2018-08-17
24 Statoil ASA P 2017-11-30 2018-01-05
94 Vodafone Group P 2017-11-30 2018-01-17
4000 BP Cap Markets Pl 3.5% P 2017-11-30 2018-02-15
40 Abbvie Inc P 2017-11-30 2018-02-01
17 DowDupont Inc P 2017-11-30 2018-01-31
56 Astrazeneca PLC P 2017-11-30 2018-03-05
25 Abbvie Inc P 2017-11-30 2018-03-22
2 CME Group Inc P 2017-11-30 2018-03-09
17 CIE Generale Des P 2017-11-30 2018-03-12
5 Emerson Electric Co P 2017-11-30 2018-03-09
55 PPL Corporation P 2017-11-30 2018-03-07
19 Swisscom AG P 2017-11-30 2018-03-08
22 Welltower Inc P 2017-11-30 2018-03-22
7 Wells Fargo & Co New P 2017-11-30 2018-03-06
6 Daimler A P 2017-11-30 2018-03-06
5000 US Treasury Inflation Note P 2017-11-30 2018-04-12
4000 US Trsy Inflation Bond P 2017-11-30 2018-04-24
12000 Federal Home Ln Mtg Corp Notes 1.0% P 2017-11-30 2018-04-20
14 BCE Inc P 2017-11-30 2018-04-06
27 BCE Inc P 2017-11-30 2018-04-09
3 BCE Inc P 2017-11-30 2018-04-20
18 BCE Inc P 2017-11-30 2018-04-23
30 Merck & Co Inc P 2017-11-30 2018-04-06
16 Merck & Co Inc P 2017-11-30 2018-04-20
55 PPL Corporation P 2017-11-30 2018-03-07
28 PPL Corporation P 2017-11-30 2018-03-07
44 Astrazeneca PLC P 2017-11-30 2018-05-08
7 Deutsche Post AG P 2017-11-30 2018-05-10
7 Intel Corp P 2017-11-30 2018-05-07
28 Merck and Co Inc P 2017-11-30 2018-05-08
9 Royal Dutch Shell PLC P 2017-11-30 2018-05-07
24 Statoil ASA P 2017-11-30 2018-05-07
51 Statoil ASA P 2017-11-30 2018-05-08
10 Total SA P 2017-11-30 2018-05-07
4 United Parcel Svc P 2017-11-30 2018-05-09
1 CME Group Inc P 2017-11-30 2018-06-27
6 Emerson Elec Co P 2017-11-30 2018-06-27
10 Glaxosmithkline PLC P 2017-11-30 2018-06-27
33 Merck and Co Inc P 2017-11-30 2018-06-20
27 Merck & Co Inc P 2017-11-30 2018-06-26
17 Occidental Pete Corp Cal P 2017-11-30 2018-06-20
13 Sonic Healthcare Ltd P 2017-11-30 2018-06-27
12 Total SA P 2017-11-30 2018-06-20
14 Total SA P 2017-11-30 2018-06-26
202 Unibail-Rodamco SE P 2017-11-30 2018-06-29
41 Astrazeneca PLC P 2017-11-30 2018-08-15
56 Astrazeneca PLC P 2017-11-30 2018-08-17
19 Occidental Pete Corp Cal P 2017-11-30 2018-07-30
34 Pub Sve Enterprise GRP P 2017-11-30 2018-07-30
5 Quallcomm Inc P 2017-11-30 2018-07-31
70 Sanofi ADR P 2017-11-30 2018-08-10
71 Sanofi ADR P 2017-11-30 2018-08-15
28 Total SA P 2017-11-30 2018-07-30
30 Verizon Communications P 2017-11-30 2018-08-15
17 Total SA P 2017-11-30 2018-09-24
12 Total SA P 2017-11-30 2018-09-25
27 Verizon Communications P 2017-11-30 2018-09-19
1000 Federal Nat'l Mtg Assoc P 2017-11-30 2018-10-11
18 Federal Nat'l Mtg Assoc P 2017-11-30 2018-10-19
1000 US TSY 2.125% 9-30-21 P 2017-11-30 2018-10-11
12 Pfizer Inc P 2017-11-30 2018-10-01
16 Equinor ASA P 2017-11-30 2018-10-01
100 SCOR Sponsored ADR P 2017-11-30 2018-10-01
21 Swisscom AG P 2017-11-30 2018-10-02
27 Swisscom AG P 2017-11-30 2018-10-10
20 Swisscom AG P 2017-11-30 2018-10-16
18 WA Smash Series C Fund P 2017-11-30 2018-10-11
78 WA Smash Series M Fund P 2017-11-30 2018-10-11
24 Daimler A P 2017-11-30 2018-10-23
23 Daimler A P 2017-11-30 2018-10-24
53 Pfizer Inc P 2017-11-30 2018-11-13
64 Pfizer Inc P 2017-11-30 2018-11-15
21 Pfizer Inc P 2018-06-20 2018-11-15
50 Pub Svc Enterprise Grp P 2017-11-30 2018-11-08
16 Pub Svc Enterprise Grp P 2017-11-30 2018-11-13
7 Pub Svc Enterprise Grp P 2018-03-02 2018-11-13
13 Pub Svc Enterprise Grp P 2018-03-05 2018-11-13
46 Equinor ASA P 2017-11-30 2018-11-05
26 Equinor ASA P 2017-11-30 2018-11-06
47 Equinor ASA P 2017-11-30 2018-11-07
18 WA Smach Series C Fund P 2017-11-30 2018-10-11
6 Altria Group Inc P 2017-11-30 2018-12-04
33 Astrazeneca PLC P 2017-11-30 2018-11-30
10 Astrazeneca PLC P 2017-11-30 2018-12-03
6 Astrazeneca PLC P 2017-11-30 2018-12-04
14 Astrazeneca PLC P 2017-11-30 2018-12-17
2 American Electric Power P 2017-11-30 2018-12-04
3 BCE Inc P 2017-11-30 2018-12-04
2 Century Link Inc P 2017-11-30 2018-12-04
2 Chevron Corp P 2017-11-30 2018-12-04
4 Commonwealth BK Aus P 2017-11-30 2018-12-18
4 Crown Castle Reit Inc P 2017-11-30 2018-12-04
4 Cisco Systems Inc P 2017-11-30 2018-12-04
9 Coca Cola Com P 2017-11-30 2018-12-04
49 Coca Cola Com P 2017-11-30 2018-12-06
1 Diageo PLC Spsd P 2017-11-30 2018-12-04
5 Duke Energy Corp P 2017-11-30 2018-12-04
1 Enterby Corp New P 2017-11-30 2018-12-04
1 Firstenergy Corp P 2018-01-31 2018-12-04
1 Gallagher Arthur J & Co P 2017-11-30 2018-12-04
3 Gallagher Arthur J & Co P 2017-11-30 2018-12-17
18 Glaxosmithkline PLC P 2017-11-30 2018-12-04
19 Glaxosmithkline PLC P 2017-11-30 2018-12-18
2 General Mills P 2017-11-30 2018-12-04
1 Krath Heinz Co P 2018-05-08 2018-12-04
1 Kimberly Clark P 2017-11-30 2018-12-04
4 Leggett & Platt Inc P 2018-03-13 2018-12-17
20 Metlife Inc P 2017-11-30 2018-12-17
1 Merck and Co Inc P 2017-11-30 2018-12-04
1 Microsoft Corp P 2017-11-30 2018-12-04
24 Naturgy Energy Group P 2017-11-30 2018-12-04
1 Novartis ADR P 2017-11-30 2018-12-04
4 National Grid PLC P 2017-11-30 2018-12-04
3 Nestle SA Rep RG Sh P 2017-11-30 2018-12-04
3 Occidental Pete Corp Cal P 2017-11-30 2018-12-04
16 Public Storage P 2017-11-30 2018-11-30
1 Public Storage P 2017-11-30 2018-12-04
13 Public Storage P 2017-11-30 2018-12-06
12 Public Storage P 2017-11-30 2018-12-12
3 PPL Corporation P 2017-11-30 2018-12-04
1 Pepsico Inc P 2017-11-30 2018-12-04
1 Pfizer Inc P 2018-06-20 2018-12-04
2 Procter & Gamble Co P 2017-11-30 2018-12-04
1 Realty Incm Corp MD P 2017-11-30 2018-12-04
1 Roche Hldg Ltd P 2017-11-30 2018-12-04
6 Rogers Communications B P 2017-11-30 2018-12-04
3 SCOR Sponsored ADR P 2017-11-30 2018-12-04
117 SCOR Sponsored ADR P 2017-11-30 2018-12-19
1 WEC Energy Group Inc P 2017-11-30 2018-12-04
9 Welltower Inc P 2017-11-30 2018-12-04
2 Texas Instruments P 2017-11-30 2018-12-04
2 Ventas Inc P 2017-11-30 2018-12-04
33 Verizon Communications P 2017-11-30 2018-11-30
11 Verizon Communications P 2017-11-30 2018-12-04
21 Verizon Communications P 2017-11-30 2018-12-17
2 Vinci SA P 2017-11-30 2018-12-04
(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 4,527   3,914 613
b 673   662 11
c 5,558   4,952 606
d 4,587   3,792 795
e 5,898   5,408 490
680   640 40
712   697 15
739   545 194
506   472 34
761   432 329
3,526   2,909 617
1,499   1,561 -62
5,398   5,709 -311
4,804   4,921 -117
5,439   5,060 379
731   640 91
133   134 -1
751   656 95
4,390   4,250 140
617   469 148
3,632   3,810 -178
4,788   5,014 -226
4,989   4,874 115
5,005   2,944 2,061
568   524 44
6,985   5,460 1,525
420   436 -16
1,174   1,052 122
1,001   969 32
1,345   1,306 39
235   244 -9
533   542 -9
1,003   875 128
6,403   6,557 -154
6,396   6,264 132
5,924   5,389 535
6,370   6,169 201
6,444   5,705 739
9,034   7,715 1,319
305   285 20
9,101   8,456 645
9,265   7,729 1,536
8,430   7,588 842
358   367 -9
5,431   5,334 97
5,641   5,230 411
8,441   7,740 701
629   606 23
6,131   5,712 419
3,607   3,503 104
2,013   2,107 -94
5,579   5,254 325
6,486   5,906 580
5,927   4,764 1,163
5,653   4,953 700
6,066   6,154 -88
542   481 61
2,990   2,893 97
3,990   4,133 -143
4,544   3,883 661
1,285   1,232 53
1,873   1,843 30
2,722   2,427 295
341   301 40
524   496 28
360   324 36
1,528   2,015 -487
1,013   1,005 8
1,178   1,479 -301
400   400  
503   499 4
5,281   5,322 -41
4,182   4,318 -136
12,163   12,220 -57
598   669 -71
1,157   1,291 -134
126   143 -17
752   860 -108
1,595   1,666 -71
940   889 51
1,528   2,015 -487
778   1,026 -248
1,572   1,448 124
283   334 -51
374   316 58
1,595   1,555 40
634   575 59
617   481 136
1,296   1,023 273
625   567 58
445   487 -42
166   151 15
417   389 28
398   351 47
2,012   1,833 179
1,641   1,499 142
1,416   1,193 223
235   221 14
712   681 31
841   794 47
4,462   5,203 -741
1,573   1,349 224
2,143   1,843 300
1,595   1,333 262
1,737   1,797 -60
320   334 -14
2,932   3,207 -275
2,883   3,253 -370
1,814   1,589 225
1,579   1,524 55
1,094   965 129
787   681 106
1,444   1,372 72
100   100  
18,000   18,000  
977   1,003 -26
530   436 94
452   321 131
466   412 54
932   1,110 -178
1,187   1,428 -241
888   1,058 -170
170   177 -7
821   849 -28
1,385   1,996 -611
1,331   1,912 -581
2,317   1,927 390
2,750   2,327 423
902   765 137
2,643   2,643  
855   846 9
374   334 40
694   617 77
1,186   923 263
664   521 143
365   281 84
170   177 -7
336   408 -72
1,315   1,086 229
398   329 69
241   197 44
535   461 74
158   154 4
130   143 -13
38   29 9
240   237 3
197   242 -45
459   451 8
196   151 45
453   411 42
2,393   2,238 155
146   138 8
451   444 7
89   86 3
39   33 6
77   66 11
219   198 21
700   633 67
709   667 42
82   114 -32
51   58 -7
114   119 -5
145   188 -43
780   1,081 -301
80   56 24
112   84 28
120   106 14
92   86 6
213   241 -28
259   257 2
213   210 3
3,405   3,398 7
215   212 3
2,745   2,761 -16
2,478   2,549 -71
94   110 -16
120   117 3
46   36 10
189   180 9
65   55 10
32   32  
327   312 15
14   12 2
508   482 26
74   69 5
661   605 56
199   196 3
128   128  
1,972   1,676 296
650   559 91
1,178   1,067 111
43   51 -8
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       613
b       11
c       606
d       795
e       490
      40
      15
      194
      34
      329
      617
      -62
      -311
      -117
      379
      91
      -1
      95
      140
      148
      -178
      -226
      115
      2,061
      44
      1,525
      -16
      122
      32
      39
      -9
      -9
      128
      -154
      132
      535
      201
      739
      1,319
      20
      645
      1,536
      842
      -9
      97
      411
      701
      23
      419
      104
      -94
      325
      580
      1,163
      700
      -88
      61
      97
      -143
      661
      53
      30
      295
      40
      28
      36
      -487
      8
      -301
       
      4
      -41
      -136
      -57
      -71
      -134
      -17
      -108
      -71
      51
      -487
      -248
      124
      -51
      58
      40
      59
      136
      273
      58
      -42
      15
      28
      47
      179
      142
      223
      14
      31
      47
      -741
      224
      300
      262
      -60
      -14
      -275
      -370
      225
      55
      129
      106
      72
       
       
      -26
      94
      131
      54
      -178
      -241
      -170
      -7
      -28
      -611
      -581
      390
      423
      137
       
      9
      40
      77
      263
      143
      84
      -7
      -72
      229
      69
      44
      74
      4
      -13
      9
      3
      -45
      8
      45
      42
      155
      8
      7
      3
      6
      11
      21
      67
      42
      -32
      -7
      -5
      -43
      -301
      24
      28
      14
      6
      -28
      2
      3
      7
      3
      -16
      -71
      -16
      3
      10
      9
      10
       
      15
      2
      26
      5
      56
      3
       
      296
      91
      111
      -8
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 19,148
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 6,973
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 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))
2017 785,144 7,371,668 0.10651
2016 379,811 9,301,975 0.04083
2015 527,796 9,616,733 0.05488
2014 429,415 10,484,791 0.04096
2013 308,250 7,135,677 0.04320
2
Total of line 1, column (d) .....................
2
0.286376
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.057275
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
7,103,334
5
Multiply line 4 by line 3......................
5
406,843
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
3,135
7
Add lines 5 and 6........................
7
409,978
8
Enter qualifying distributions from Part XII, line 4,.............
8
530,355
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 (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 3,135
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  
3 Add lines 1 and 2........................... 3 3,135
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 3,135
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 3,845
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 3,845
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 710
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet710 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 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$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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 2018 or the taxable year beginning in 2018? See the 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
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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 addressbulletN/A
    14
    The books are in care ofbulletLinda C Williams CPA Telephone no.bullet (918) 561-6115

    Located atbullet9330 S Lakewood AveTulsaOK ZIP+4bullet741374119
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, 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 the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    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 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 2018?.............
    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 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    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
     
    No
    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 2018 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 2018.)..................
    3b
     
    No
    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 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (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 4945(d)(4)(A)? 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
     
    No
    .........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
     
    No
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    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
    Ann S Cassidy Chairman
    40.00     		55,000    
    1630 S Boston Ave
    Tulsa,OK741194416
    Cadijah Frizzell Trustee
    0.00     		0    
    1630 S Boston Ave
    Tulsa,OK741194416
    Kelsey B Baker Trustee
    0.00     		0    
    1630 S Boston Ave
    Tulsa,OK74119
    R Patrick Gilmore Trustee
    0.00     		0    
    PO Box 284
    Stroud,OK74079
    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  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    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.............bullet  
    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 The Broadhurst Foundation in a private, non-operating foundation. It accomplishes its charitable purpose solely through a program of making charitable gifts and grants and does not conduct any direct charitable activities or make program-related investments. The foundation manager spends an average of 50% of her time administering investments, and 50% answering correspondence, and investigating institutions that request funding. Therefore, 50% of related expenses have been allocated to grant-making activities. 0
    2  
    3  
    4  
    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  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    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
    1,292,722
    b
    Average of monthly cash balances.......................
    1b
    248,016
    c
    Fair market value of all other assets (see instructions)................
    1c
    5,670,769
    d
    Total (add lines 1a, b, and c).........................
    1d
    7,211,507
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    7,211,507
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    108,173
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    7,103,334
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    355,167
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    355,167
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    3,135
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    3,135
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    352,032
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    352,032
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    352,032
    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
    530,355
    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
    530,355
    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
    3,135
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    527,220
    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 (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 352,032
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014......  
    c From 2015......  
    d From 2016......  
    e From 2017...... 11,526
    fTotal of lines 3a through e........ 11,526
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 530,355
    a Applied to 2017, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2018 distributable amount..... 352,032
    e Remaining amount distributed out of corpus 178,323
    5 Excess distributions carryover applied to 2018.    
    (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 5 189,849
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    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......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		189,849
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015....  
    c Excess from 2016....  
    d Excess from 2017.... 11,526
    e Excess from 2018.... 178,323
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    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 2018, 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) 2018 (b) 2017 (c) 2016 (d) 2015
             
    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 foundation 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).)
    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 or e-mail address of the person to whom applications should be addressed:
    Ann S Cassidy
    1630 S Boston Ave
    Tulsa,OK741194416
    (918) 294-9789
    bThe form in which applications should be submitted and information and materials they should include:
    Description of program and outline of needs
    cAny submission deadlines:
    none
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    none
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 11
    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
    Booker T Washington Foundation
    1514 East Zion
    Tulsa,OK74106     		n/a PC promote academic excellence 10,500
    Asbury Theological Seminary
    204 N Lexington Ave
    Wilmore,KY40390     		n/a PC university-directed scholarship program 25,000
    First United Methodist Church
    1115 S Boulder
    Tulsa,OK74119     		n/a PC to purchase library books 2,881
    Indian Nations Council BSA
    4295 South Garnett Road
    Tulsa,OK74146     		n/a PC for capital campaign, facilities maintenance 5,000
    Meals on Wheels
    12620 E 31st St
    Tulsa,OK74146     		n/a PC provide meals to home-bound elderly 11,200
    Tulsa Dream Center
    7700 s Lewis Ave
    Tulsa,OK74136     		n/a PC summer arts and literacy program 16,000
    Tulsa Library Trust
    400 Civic Center
    Tulsa,OK74103     		n/a PC to enhance the services provided by the Tulsa County Public Library System 16,750
    Young Life Tulsa
    PO Box 33176
    Tulsa,OK74153     		n/a PC youth christian ministry 2,400
    Central College
    PO Box 1403
    McPherson,KS67460     		n/a PC university directed scholarship program 3,000
    Depauw University
    PO Box 37
    Greencastle,IN46135     		n/a PC university directed scholarship program 7,000
    John Brown University
    2000 W University St
    Siloan Springs,AR72761     		n/a PC university directed scholarship program 10,000
    Oklahoma Baptist University
    500 W University
    Shawnee,OK74801     		n/a PC university directed scholarship program 3,000
    Oklahoma Christian University
    Box 11000
    Oklahoma City,OK73111     		n/a PC university directed scholarship program 5,000
    Oklahoma City University
    2501 N Blackwelder
    Oklahoma City,OK73106     		n/a PC university directed scholarship program 10,000
    Southern Nazarene University
    6729 NW Expressway
    Bethany,OK73008     		n/a PC university directed scholarship program 7,500
    Southwestern College
    100 college Street
    Winfield,KS67156     		n/a PC university directed scholarship program 3,000
    St Mary of the Woods College
    1 St Mary of the Woods College
    St Mary of the Wood,IN47876     		n/a PC university directed scholarship program 5,000
    Mayo Clinic Foundation
    13400 East Shea Blvd
    Scottsdale,AZ85259     		n/a POF Mayo Medical School-directed scholarship fund 100,000
    Holy Family Cathedral School
    820 South Boulder Avenue
    Tulsa,OK74119     		n/a PC School directed tuition assistance 3,000
    KIPP Tulsa
    1661 East Virgin
    Tulsa,OK74106     		n/a PC College Preparatory School 5,000
    Mental Health Association
    1870 South Boulder
    Tulsa,OK74119     		n/a PC Nationally recognized housing program 2,500
    Tulsa Cares
    3507 East Admiral Place
    Tulsa,OK74115     		n/a PC social services for people affected by HIV/AIDS 25,000
    Crosstown Learning Center
    2501 E Archer St
    Tulsa,OK74110     		n/a PC Capital Campaign 101,000
    Neighbor for Neighbor
    505 E 36th St N
    Tulsa,OK74106     		n/a PC Provide assistance to indigent, low income, and uninsured population 5,000
    amfAR
    120 Wall Street 13th floor
    New York,NY10005     		n/a PC funding research for cure for Aids 1,750
    Tulsa Girls Art School
    2202 East Admiral Blvd
    Tulsa,OK74110     		n/a PC Provides visual arts training to reach and improve the lives of girls 1,500
    Tulsa Opera
    1610 S Boulder Ave
    Tulsa,OK74119     		n/a PC Music education programs, community outreach 4,000
    Tulsa Symphony
    117 N Boston Ave
    Tulsa,OK74103     		n/a PC Symphony Education Outreach Program 2,500
    Modus
    1519 S Harvard Ave
    Tulsa,OK74112     		n/a PC Provides transportation service for young people to reach medical care 10,000
    Parent Child Center of Tulsa
    1421 S Boston
    Tulsa,OK74119     		n/a PC Preventing child abuse and neglect through education, treatment, and advocacy 2,000
    Tulsa Legal Aid
    907 S Detroit Ave Ste 725
    Tulsa,OK74120     		n/a PC Providing free legal services to people in poverty 10,000
    Equality Illinois Institute
    PO Box 1313
    Chicago,IL60690     		n/a PC Advances equal treatment and social justice through education, advocacy and protection of the rights of the LGBTQ community 5,000
    Total .................................bullet 3a 421,481
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    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
    a
    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 1,404  
    4 Dividends and interest from securities....     14 89,554  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....     16 148,168  
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		        19,148
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aCattle Sales     		110000 2,052      
    bOil and Gas Royalties     15 109,521  
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 2,052 348,647 19,148
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    369,847
    (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.)
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 13
    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) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    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) (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) 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 name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2018)
    Additional Data


    Software ID: 18007218
    Software Version: 2018v3.1


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2018 AccountingFeesSchedule
    Name:
    Broadhurst Foundation
    EIN:
    73-6061115
    Software ID:
    18007218
    Software Version:
    2018v3.1
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Accounting Fees 20,400 10,200 0 10,200

    TY 2018 InvestmentsCorpBondsSchedule
    Name:
    Broadhurst Foundation
    EIN:
    73-6061115
    Software ID:
    18007218
    Software Version:
    2018v3.1
    Name of Bond End of Year Book Value End of Year Fair Market Value
    JPMorgan Chase 4.4% 7-22-20 9,274 9,163
    Verizon Communications 5.150% 9-15-23 9,836 9,579
    Goldman Sachs Group Inc 4% 3-3-24 11,465 10,854
    BP Capital Markets PLC 3.506% 3-17-25 5,148 4,902
    Citigroup Inc Var% 1-10-28 7,194 6,754
    Wells Fargo & Co Var% 5-22-28 5,063 4,800
    Wells Fargo & Co Var% 5-22-28 2,037 1,920
    Morgan Stanley Var% 7-22-28 5,030 4,727
    General Elec Cap Corp 5.875% 1-14-38 8,566 6,693
    Enterprise Products Oper 5.7% 2-15-42 4,763 4,254
    Shell Int'l Fin 2.50% 9-12-26 7,668 7,427
    Microsoft Corp 3.7% 8-8-46 10,269 9,580

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    Broadhurst Foundation
    EIN:
    73-6061115
    Software ID:
    18007218
    Software Version:
    2018v3.1
    Name of Stock End of Year Book Value End of Year Fair Market Value
    Automatic Data Processing    
    Amgen Inc    
    Johnson & Johnson    
    CH Robinson Worldwide    
    Microsoft Corp 3.7% 8-8-46    
    Emerson Elec Co    
    Paychex Inc    
    Texas Instruments 3,990 3,875
    Union Pacific Corp    
    United Techs Corp    
    Walmart Stores    
    3M Company    
    Procter & Gamble Co    
    Tiffany & Co New    
    Ishares Select    
    Ishares Intl Select    
    Ishares Core High    
    Vanguard High Dvd Yield    
    Wisdomtree High Dividend    
    Tesla Inc 99,876 105,165
    Abbvie Inc 15,877 15,672
    Nutrien Ltd 2,877 2,773
    Allianz Se Spd Adr 6,768 5,881
    Altria Group Inc 24,647 18,225
    Ameren Corp 2,746 2,805
    Amn Elec Power Co 7,639 7,399
    Astrazeneca Plc Spnd Adr 8,492 9,685
    AT&T Inc 23,851 18,635
    AXA-Spons ADR 7,686 5,647
    Bae Sys Plc Spn Adr 4,170 3,255
    Basf SE Sponsored Adr 4,443 2,832
    BCE Inc 19,754 16,405
    Blackrock Inc 2,440 1,964
    BP Plc 12,764 12,021
    British Amn Tobaco Spadr 16,699 9,399
    Canadian Imperial Bank 9,888 8,050
    Centurylink Inc Shs 2,056 1,985
    Chevron Corp 16,090 14,904
    Cie Generale Des 3,036 2,058
    Cisco Systems Inc 3,998 4,593
    CME Group Inc 1,808 2,257
    Coca Cola Com 14,666 15,199
    Commonwealth Bk Aus-Sp 2,362 1,985
    Crown Castle Reit Inc 14,932 14,339
    Daimler A    
    Deutsche Post Ag Shs 4,164 2,514
    Deutsche Tele Ag Spn Adr 5,440 5,264
    Diageo Plc Spsd Adr New 1,942 1,985
    Dominion Energy Inc 18,928 16,150
    Dowdupont Inc Com 2,938 2,193
    Duke Energy Corp New 19,672 19,245
    Eaton Corp PLC 4,306 3,845
    Emerson Elec Co 2,145 1,972
    Entergy Corp New 4,305 4,304
    Exxon Mobil Corp 18,803 15,479
    Gallagher Arthus J & Co 1,867 2,064
    Naturgy Energy Group SA 2,291 2,626
    General Mills 7,086 4,868
    Glaxosmithkline Plc 15,775 17,118
    Imperial Brands PLC 6,402 4,761
    Intel Corp 2,305 2,393
    Iron Mountain Reit Inc 4,570 3,727
    John and Johnson Com 2,649 2,452
    Kimberly Clark 11,002 10,596
    Lockheed Martin Corp 2,840 2,357
    McDonalds Corp 3,476 3,551
    Merck and Co Inc 2,712 3,591
    Metlife Inc 3,878 3,244
    Microsoft Corp 2,192 2,641
    Muenchener Rueck-Unspon 6,238 6,118
    National Grid Plc 15,982 12,763
    Nestle S A Rep Rg Sh Adr 3,509 3,319
    Novartis Adr 3,960 3,947
    Occidental Pete Corp Cal 13,609 11,969
    Orkla As A Shs 3,479 2,751
    Pembina Pipeline 3,573 3,056
    Peoples United Fnl Inc 2,450 1,833
    Pepsico Inc 10,769 10,275
    Pfizer Inc 4,413 5,151
    Philip Morris Intl Inc 23,699 15,956
    PPL Corp 14,415 11,275
    Procter & Gamble Co 10,443 10,663
    Pub Svc Enterprise Grp    
    Public Storage 1,953 2,024
    Qualcomm Inc 2,530 2,163
    Realty Incm Crp Md 3,034 3,467
    Red Electrica Corp Unspn 3,749 3,706
    Roche Hldg Ltd 3,852 3,792
    Rogers Communications 3,902 3,845
    Royal Bank Canada 2,824 2,467
    Royal Dutch Shell Plc 5,858 5,361
    Sanofi Adr 2,836 2,691
    Scor Sponsored Adr 2,145 2,284
    Siemens Ag 2,637 2,187
    Singapore Exchange Ltd 1,860 1,737
    Singapore Telecomm Lt Ad 2,268 1,763
    Sonic Healthcare Ltd 1,820 1,685
    Southern Company 12,104 10,848
    SSE Plc Sponsored Adr 2,754 2,038
    Statoil Asa Shs    
    Svenska Handelsbanken AB 2,783 2,287
    Swisscom Ag    
    Taiwan S Manufctring Adr 2,086 1,956
    Telus Corp 3,615 3,281
    Terna Spa-Unsponsored 6,204 5,729
    Texas Instruments    
    Total SA 11,702 10,749
    Unibail-Rodamco Se    
    Unilever 4,044 3,762
    United Parcel Svc Cl B 12,700 10,533
    Ventas Inc 8,496 8,027
    Verizon Communications 19,604 21,588
    Vinci SA 3,177 2,543
    Vodafone Group Plc 23,272 15,135
    Wec Energy Group Inc 2,770 2,770
    Wells Fargo & Co New Del 2,317 1,889
    Welltower Inc 11,719 12,355
    Westpac Banking Adr 3,351 2,463
    Western Asset Smash 100,511 90,388
    Western Asset Smash 104,742 103,105
    Western Asset Smash 36,006 32,758
    BB&T Corporation 2,178 1,863
    Broadcom Ltd 1,690 1,780
    FirstEnergy Corp 2,882 3,267
    HanesBrands Inc 2,601 1,792
    Huntngtn Bancshs Inc MD 3,333 2,825
    Invesco Ltd 3,533 2,210
    Kraft Heinz Co 5,845 4,390
    Las Vegas Sands Corp 3,794 2,603
    Leggett & Plat Inc 2,756 2,150
    Lloyds Banking Group PLC 3,545 2,332
    Lyondellbasell Ind 2,303 1,830
    Macquarie Group Ltd 2,157 1,824
    Micro Focus Intl-SPN 2,776 1,773
    PNC Fincl Services Group 3,527 3,040

    TY 2018 InvestmentsGovtObligationsSch
    Name:
    Broadhurst Foundation
    EIN:
    73-6061115
    Software ID:
    18007218
    Software Version:
    2018v3.1
    US Government Securities - End of Year Book Value:

    152,492
    US Government Securities - End of Year Fair Market Value:

    150,215
    State & Local Government Securities - End of Year Book Value:


     
    State & Local Government Securities - End of Year Fair Market Value:


     


    TY 2018 InvestmentsLandSchedule2
    Name:
    Broadhurst Foundation
    EIN:
    73-6061115
    Software ID:
    18007218
    Software Version:
    2018v3.1
    Category/ Item Cost/Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    Machinery and Equipment 25,000 25,000   10,000
    Improvements 536,240 342,185 194,055  
    Land 604,798   604,798 3,742,000
    Miscellaneous 34,634 25,375 9,259 46,722

    TY 2018 LandEtcSchedule2
    Name:
    Broadhurst Foundation
    EIN:
    73-6061115
    Software ID:
    18007218
    Software Version:
    2018v3.1
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    Furniture and Fixtures 10,870 10,870   5,000


    TY 2018 OtherAssetsSchedule
    Name:
    Broadhurst Foundation
    EIN:
    73-6061115
    Software ID:
    18007218
    Software Version:
    2018v3.1
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    Farm Coop Equity 22,516 22,972 22,972
    Rounding   3  


    TY 2018 OtherExpensesSchedule
    Name:
    Broadhurst Foundation
    EIN:
    73-6061115
    Software ID:
    18007218
    Software Version:
    2018v3.1
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Dues and Subscriptions 15 8   7
    Email hosting, and computer consulting 1,219 610   609
    Farm Expenses 990T 4,077      
    Gathering, Transportation on Royalties 5,301 5,301    
    Insurance 1,609 805   804
    Office Expense 1,493 747   746
    Postage 938 469   469
    Rental Expenses 101,202 50,601   50,601
    Telephone 3,647 1,824   1,823


    TY 2018 OtherIncomeSchedule2
    Name:
    Broadhurst Foundation
    EIN:
    73-6061115
    Software ID:
    18007218
    Software Version:
    2018v3.1
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    Cattle Sales 2,052    
    Oil and Gas Royalties 109,521 109,521  


    TY 2018 OtherLiabilitiesSchedule
    Name:
    Broadhurst Foundation
    EIN:
    73-6061115
    Software ID:
    18007218
    Software Version:
    2018v3.1
    Description Beginning of Year - Book Value End of Year - Book Value
    Annuity Contract 126,436 75,155
    Rounding 1  


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    Broadhurst Foundation
    EIN:
    73-6061115
    Software ID:
    18007218
    Software Version:
    2018v3.1
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Appraisal Fees 9,100 4,550 0 4,550
    Investment Management Fees 19,873 19,873 0 0


    TY 2018 TaxesSchedule
    Name:
    Broadhurst Foundation
    EIN:
    73-6061115
    Software ID:
    18007218
    Software Version:
    2018v3.1
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Advalorem Taxes on Royalties 11,678 11,678    
    Business Personal Property Taxes 80 40   40
    Foreign Taxes, Fees Withheld on Divs 7,222 7,222    
    Payroll Taxes 4,208 2,104   2,104
    Severance Tax 2,575 2,575