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.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 12-01-2021 , and ending 11-30-2022
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 N MEMORIAL DRIVE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
TULSA, OK74115
A Employer identification number

20-4094088
B Telephone number (see instructions)

(918) 585-3100
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$129,378,566J 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) 2,329,000
2 Check bullet.............
3 Interest on savings and temporary cash investments 84,832 84,832  
4 Dividends and interest from securities... 3,853,213 3,853,213  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -437,672
b Gross sales price for all assets on line 6a 42,583,909
7 Capital gain net income (from Part IV, line 2)... 0
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 75,000 75,000 0
12 Total. Add lines 1 through 11........ 5,904,373 4,013,045 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 115,950 3,479 0 112,471
14 Other employee salaries and wages...... 218,505 107,702 0 110,803
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 650 0 0 650
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 142,246 137,846 0 4,400
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 50,666 4,666 0 0
19 Depreciation (attach schedule) and depletion... Click to see attachment 1,051 1,051 0
20 Occupancy.............. 12,872 12,872 0 0
21 Travel, conferences, and meetings....... 5,163 2,293 0 2,870
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 72,206 29,178 0 43,028
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 619,309 299,087 0 274,222
25 Contributions, gifts, grants paid....... 6,112,933 6,112,933
26 Total expenses and disbursements. Add lines 24 and 25 6,732,242 299,087 0 6,387,155
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -827,869
b Net investment income (if negative, enter -0-) 3,713,958
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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............. 18,378 42,402 42,402
2 Savings and temporary cash investments......... 55,385,395 8,669,263 8,669,263
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)..... 6,300    
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..........   14,601 14,601
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 15,253,400 Click to see attachment61,451,931 57,428,527
c Investments—corporate bonds (attach schedule)....... 61,551,250 Click to see attachment61,213,431 61,719,703
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,500,000 Click to see attachment1,500,000 1,500,000
14 Land, buildings, and equipment: basis bullet7,354
Less: accumulated depreciation (attach schedule) bullet3,284 5,121 Click to see attachment4,070 4,070
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 133,719,844 132,895,698 129,378,566
Liabilities 17 Accounts payable and accrued expenses.......... 2,681 6,404
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)......... 2,681 6,404
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 59,000,000 59,000,000
28 Retained earnings, accumulated income, endowment, or other funds 74,717,163 73,889,294
29 Total net assets or fund balances (see instructions)..... 133,717,163 132,889,294
30 Total liabilities and net assets/fund balances (see instructions). 133,719,844 132,895,698
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
133,717,163
2
Enter amount from Part I, line 27a .....................
2
-827,869
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
132,889,294
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 29 .
6
132,889,294
Form 990-PF (2021)
Form 990-PF (2021)
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 PUBLICLY TRADED SECURITIES P    
b
c
d
e
(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 42,583,909   43,021,581 -437,672
b
c
d
e
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       -437,672
b
c
d
e
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 -437,672
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  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
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 for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 51,624
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 51,624
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 88,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 88,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
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 36,376
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet36,376 RefundedBullet 11 0
Part VI-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 the instructions
for the 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 XIV..................................
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    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 (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-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 addressbulletWWW.HARDESTYFAMILYFOUNDATION.ORG
    14
    The books are in care ofbulletALAN LISTER Telephone no.bullet (918) 585-3100

    Located atbullet4141 N MEMORIAL DRIVETULSAOK ZIP+4bullet74115
    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 2021, 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 VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
    Yes
     
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (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)? ......................
    1a(5)
     
    No
    (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.) ...............
    1a(6)
     
    No
    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
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-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))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
    Yes
     
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    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
    c
    .........bullet
    d
    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? .................
    5d
    Yes
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    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?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    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? .........................
    8
     
    No
    Part VII
    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 DRIVE
    TULSA,OK74115
    DONNA J HARDESTY VICE-PRESIDENT & DIRECTOR
    1.00     		0 0 0
    4141 N MEMORIAL DRIVE
    TULSA,OK74115
    MICHELLE HARDESTY EXECUTIVE DIRECTOR
    40.00     		106,150 9,800 0
    4141 N MEMORIAL DRIVE
    TULSA,OK74115
    CONNOR HARDESTY DIRECTOR
    1.00     		0 0 0
    4141 N MEMORIAL DRIVE
    TULSA,OK74115
    MARILYN S COX DIRECTOR
    1.00     		0 0 0
    4141 N MEMORIAL DRIVE
    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
    GENE A LISTER CONTROLLER
    40.00     		89,636 17,706 0
    4141 N MEMORIAL DRIVE
    TULSA,OK74115
    DANA WILKES PROGRAM MANAGER
    40.00     		84,415 6,327 0
    4141 N MEMORIAL DRIVE
    TULSA,OK74115
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    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.............bullet0
    Part VIII-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  
    Part VIII-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.........................bullet0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    118,021,871
    b
    Average of monthly cash balances.......................
    1b
    14,614,603
    c
    Fair market value of all other assets (see instructions)................
    1c
    20,250
    d
    Total (add lines 1a, b, and c).........................
    1d
    132,656,724
    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
    0
    3
    Subtract line 2 from line 1d.........................
    3
    132,656,724
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    1,989,851
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    130,666,873
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    6,533,344
    Part X
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part IX, line 6..................
    1
    6,533,344
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    51,624
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    51,624
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    6,481,720
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    6,481,720
    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 XII, line 1 ...
    7
    6,481,720
    Part XI
    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 VIII-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 XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 6,481,720
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 6,264,925
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020......  
    f Total of lines 3a through e ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 6,387,155
    a Applied to 2020, but not more than line 2a 6,264,925
    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 2021 distributable amount..... 122,230
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		6,359,490
    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) .......     		0
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 XIV
    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).)
    F ROGER HARDESTY
    DONNA J HARDESTY
    MICHELLE 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 or email address 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 (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    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
    12 & 12 INC
    6333 E SKELLY DR
    TULSA,OK741356106     		NONE PC GENERAL FUNDRAISING 500
    1ST STEP MALE DIVERSION PROGRAM
    1516 S BOSTON AVE STE 115
    TULSA,OK741194055     		NONE PC OPERATING 25,000
    501TECH
    7030 S YALE AVE STE 600
    TULSA,OK741365749     		NONE PC OPERATING 20,000
    A NEW LEAF INC
    PO BOX 2370
    OWASSO,OK74055     		NONE PC OPERATING 15,000
    ALZHEIMER'S ASSOCIATIONOKLAHOMA CHAPTER
    6660 S SHERIDAN RD SUITE 202
    TULSA,OK74133     		NONE PC GENERAL FUNDRAISING 2,500
    ARTS ALLIANCE TULSA INC
    203 N MAIN STREET - SUITE
    TULSA,OK741032005     		NONE PC OPERATING 15,000
    ASCENSION ST JOHN FOUNDATION
    1923 S UTICA AVE
    TULSA,OK741046502     		NONE PC OPERATING 100,000
    ASPEN CENTER FOR ENVIRONMENTAL STUDIES
    100 PUPPY SMITH ST
    ASPEN,CO816111451     		NONE PC OPERATING 100
    ASSISTANCE LEAGUE OF TULSA
    5350 E 31ST ST
    TULSA,OK741355008     		NONE PC CAPITAL/EQUIPMENT 30,000
    BEHEARD MOVEMENT INC
    5605 S 93RD EAST AVE
    TULSA,OK74145     		NONE PC PROGRAM 10,000
    BISHOP KELLEY HIGH SCHOOL
    3905 SOUTH HUDSON AVE
    TULSA,OK741355699     		NONE PC OPERATING 250
    BRADY CRAFT INC DBA 108 CONTEMPORARY
    108 E RECONCILIATION WAY
    TULSA,OK741037813     		NONE PC PROGRAM 15,000
    BRISTOW BARNYARD FARM AND DOMESTIC ANIMAL RESCUE
    39472 W 201ST ST S
    BRISTOW,OK740108805     		NONE PC OPERATING 500
    CLAREHOUSE INC
    7617 S MINGO RD
    TULSA,OK741333334     		NONE PC OPERATING 15,300
    COMMUNITY HIGHERED INSTITUTE
    4242 S SHERIDAN RD
    TULSA,OK74145     		NONE PC PROGRAM 2,500
    CORNERSTONE CHRISTIAN ACADEMY
    7770 WHIRLPOOL DRIVE
    SPERRY,OK74073     		NONE PC OPERATING 500
    DOMESTIC VIOLENCE INTERVENTION SERVICES INC
    3124 E APACHE ST
    TULSA,OK741102320     		NONE PC PROGRAM 25,000
    DONT LOOK BACK MINISTRIES INC
    300 E 9TH ST
    CLAREMORE,OK74017     		NONE PC OPERATING 500
    EASTERN OKLAHOMA DONATED DENTAL SERVICES
    9810 E 42ND ST STE 210
    TULSA,OK741463600     		NONE PC OPERATING 60,000
    FAB LAB TULSA
    501 S LEWIS AVE
    TULSA,OK741042815     		NONE PC OPERATING 40,000
    FAMILY & CHILDREN'S SERVICES
    5310 E 31ST STREET SUITE 800
    TULSA,OK741355018     		NONE PC PROGRAM 42,500
    FAMILY SAFETY CENTER
    600 CIVIC CENTER
    TULSA,OK741033829     		NONE PC CAPITAL/EQUIPMENT 1,500,000
    FIRST METHODIST CHURCH
    1115 S BOULDER AVE
    TULSA,OK74119     		NONE PC OPERATING 5,000
    FOOD ON THE MOVE INC
    1151 S ELGIN AVE
    TULSA,OK741204241     		NONE PC CAPITAL/EQUIPMENT 500,000
    FRIENDS OF AMERICAN SONG ARCHIVES
    203 N MAIN ST 217
    TULSA,OK74103     		NONE PC OPERATING 20,000
    FRONTIER MEDIA GROUP
    2121 E 26TH PL
    TULSA,OK741144216     		NONE PC OPERATING 1,000
    GIRL SCOUTS OF EASTERN OKLAHOMA
    4810 S 129TH EAST AVE
    TULSA,OK741347001     		NONE PC PROGRAM 30,000
    GOOD SAMARITAN HEALTH SERVICES
    PO BOX 1191
    TULSA,OK741011191     		NONE PC OPERATING 10,000
    GOODWILL INDUSTRIES OF TULSA INC
    2800 SOUTHWEST BLVD
    TULSA,OK74107     		NONE PC PROGRAM 20,000
    GRAND LAKE MENTAL HEALTH CENTER INC
    6333 EAST SKELLY DR
    TULSA,OK74135     		NONE PC PROGRAM 30,000
    GREEN COUNTRY HABITAT FOR HUMANITY
    6235 E 13TH ST
    TULSA,OK741125411     		NONE PC OPERATING 1,000
    HBA CHARITABLE FOUNDATION
    11545 E 43RD STREET
    TULSA,OK74146     		NONE PC PROGRAM 43,600
    HIS HOUSE MINISTRY INC DBA SHE BREWS COFFEE & TRANSITIONAL PROGRAM
    PO BOX 2040
    CLAREMORE,OK74018     		NONE PC CAPITAL/EQUIPMENT 50,000
    HIV RESOURCE CONSORTIUM INC (DBA TULSA CARES)
    3712 E 11TH ST
    TULSA,OK741123952     		NONE PC CAPITAL/EQUIPMENT 100,000
    HOMELESS ALLIANCE
    1724 NW 4TH ST
    OKLAHOMA CITY,OK73106     		NONE PC OPERATING 20,000
    HUMBLE WARRIOR COLLECTIVE LTD
    114 W COMMERCIAL ST
    BROKEN ARROW,OK74012     		NONE PC PROGRAM 17,500
    JAZZ AT ASPEN-SNOWMASS
    110 E HALLAM ST STE 104
    ASPEN,CO816111461     		NONE PC GENERAL FUNDRAISING 5,650
    JOHN 316 MISSION
    575 N 39TH WEST AVE
    TULSA,OK741275028     		NONE PC CAPITAL & OPERATING 115,000
    JOY IN THE CAUSE
    5550 S GARNETT ROAD 300
    TULSA,OK741466831     		NONE PC OPERATING 15,000
    JUDICIAL WATCH
    425 THIRD STREET SW STE
    WASHINGTON,DC200243232     		NONE PC OPERATING 1,500
    JUNIOR LEAGUE OF TULSA
    3633 S YALE AVE
    TULSA,OK741355535     		NONE PC GENERAL FUNDRAISING 1,000
    KIDS AGAINST HUNGER GLOBAL
    PO BOX 702562
    TULSA,OK74170     		NONE PC OPERATING 1,000
    LEADERSHIP OKLAHOMA INC
    3037 NW 63RD ST STE W104
    OKLAHOMA CITY,OK731163637     		NONE PC OPERATING 10,000
    LEADERSHIP TULSA
    1151 S ELGIN AVE
    TULSA,OK741204241     		NONE PC OPERATING 15,000
    LIFE SENIOR SERVICES
    5330 E 31ST ST STE 800
    TULSA,OK741355004     		NONE PC CAPITAL/EQUIPMENT 500,000
    MEALS ON WHEELS OF METRO TULSA
    5151 E 51ST ST
    TULSA,OK74135     		NONE PC OPERATING 200,000
    MENTAL HEALTH ASSOCIATION OKLAHOMA
    5330 EAST 31ST STREET
    TULSA,OK741355076     		NONE PC PROGRAM 450,000
    OK MOZART INC
    415 S DEWEY AVE STE
    BARTLESVILLE,OK74003     		NONE PC PROGRAM 500
    OKLAHOMA AQUARIUM FOUNDATION
    PO BOX 1443
    JENKS,OK740371443     		NONE PC GENERAL FUNDRAISING 2,500
    OKLAHOMA CENTER FOR NONPROFITS
    720 W WILSHIRE BLVD STE 115
    OKLAHOMA CITY,OK73116     		NONE PC OPERATING 35,000
    OKLAHOMA HALL OF FAME INC
    1400 CLASSEN DR
    OKLAHOMA CITY,OK731066614     		NONE PC GENERAL FUNDRAISING 5,150
    OKLAHOMA MEDICAL RESEARCH FOUNDATION
    825 NE 13TH ST
    OKLAHOMA CITY,OK731045005     		NONE PC GENERAL FUNDRAISING 10,000
    OKLAHOMA WARRIORS HONOR FLIGHT
    PO BOX 375
    COLCORD,OK74338     		NONE PC OPERATING 10,000
    ONE TULSA INC
    101 N GREENWOOD AVE SUITE 131
    TULSA,OK741201444     		NONE PC OPERATING 1,000
    OU FOUNDATION
    100 TIMBERDELL ROAD
    NORMAN,OK73019     		NONE PC PROGRAM 200,000
    OUTSIDERS HOUSE MUSEUM ASSOCIATION
    1811 S BALTIMORE AVE STE
    TULSA,OK741195272     		NONE PC OPERATING 2,500
    OWASSO COMMUNITY CHOIR CLUB
    PO BOX 2098
    OWASSO,OK740558898     		NONE PC OPERATING 500
    PARENT CHILD CENTER OF TULSA INC
    1421 S BOSTON AVE
    TULSA,OK741193607     		NONE PC PROGRAM 25,000
    PARISH OF CHRIST THE KING
    1520 SOUTH ROCKFORD AVE
    TULSA,OK74120     		NONE PC OPERATING 5,000
    PAUSE4PAWS INC
    2032 UTICA SQUARE BOX 52768
    TULSA,OK74152     		NONE PC OPERATING 5,500
    PETS HELPING PEOPLE
    2234 E 56TH PL
    TULSA,OK741056114     		NONE PC OPERATING 25,000
    PHILANTHROPY SOUTHWEST
    1910 PACIFIC AVE STE 13500
    DALLAS,TX752014598     		NONE PC OPERATING 3,850
    PHILOS HOSPITALITY INC
    1135 S VICTOR AVE
    TULSA,OK741043821     		NONE PC OPERATING 500
    PLANNED PARENTHOOD GREAT PLAINS
    4401 W 109TH STREET SUITE 200
    OVERLAND PARK,KS662111303     		NONE PC PROGRAM 35,000
    SANGHA INC
    427 SOUTH BOSTON AVENUE 923
    TULSA,OK741373646     		NONE PC OPERATING 20,000
    SPECIAL OLYMPICS OKLAHOMA INC
    6835 S CANTON AVE
    TULSA,OK741363433     		NONE PC OPERATING 1,000
    ST JOHN BAPTIST CHURCH
    1802 N TROOST AVE
    TULSA,OK74106     		NONE PC CAPITAL/EQUIPMENT 5,000
    ST JOSEPH MONASTERYCONGREGATION OF BENEDICTINE SISTERS OF THE SACRED HEART
    2200 SOUTH LEWIS AVENUE
    TULSA,OK74114     		NONE PC OPERATING 100
    STAND IN THE GAP INC
    3939 S HARVARD AVE SUITE 120
    TULSA,OK741354654     		NONE PC OPERATING 10,000
    TANZANIAN CHILDREN'S FUND INC
    14 ALBERTA TERRACE UNIT 1
    CAMBRIDGE,MA02140     		NONE PC OPERATING 2,500
    THE ARC OF OKLAHOMA INC
    2516 EAST 71ST STREET STE A
    TULSA,OK741365531     		NONE PC GENERAL FUNDRAISING 2,500
    THE CENTER FOR INDIVIDUALS WITH PHYSICAL CHALLENGES LTD
    815 S UTICA AVENUE
    TULSA,OK741043612     		NONE PC OPERATING 50,950
    THE CHURCH STUDIO MUSIC FOUNDATION
    2210 S MAIN ST
    TULSA,OK741141100     		NONE PC OPERATING 35,000
    THE PENCIL BOX
    2002 E 6TH ST
    TULSA,OK741043223     		NONE PC OPERATING 10,000
    THE SALVATION ARMY
    924 S HUDSON AVE
    TULSA,OK74112     		NONE PC PROGRAM 5,000
    TRINITY WOODS FORMERLY OKLAHOMA METHODIST MANOR INC
    4134 E 31ST ST
    TULSA,OK741351511     		NONE PC PROGRAM 15,000
    TULSA AIR AND SPACE MUSEUM
    3624 N 74TH EAST AVE
    TULSA,OK741153622     		NONE PC GENERAL FUNDRAISING 2,500
    TULSA AREA UNITED WAY
    1430 S BOULDER AVE
    TULSA,OK741193604     		NONE PC OPERATING 45,000
    TULSA BALLET THEATER INC
    1212 EAST 46TH PLACE SOUTH
    TULSA,OK74105     		NONE PC CAPITAL & OPERATING 251,500
    TULSA COMMUNITY COLLEGE FOUNDATION
    6111 E SKELLY DRIVE SUITE 605
    TULSA,OK74135     		NONE PC CAPITAL/EQUIPMENT 50,000
    TULSA COMMUNITY FOUNDATION
    7030 S YALE AVE STE 600
    TULSA,OK741365749     		NONE PC PROGRAM 2,850
    TULSA DAY CENTER INC
    415 WEST ARCHER
    TULSA,OK74103     		NONE PC OPERATING 25,000
    TULSA FOUNDATION FOR ARCHITECTURE
    633 S BOSTON AVE
    TULSA,OK741191219     		NONE PC OPERATING 10,000
    TULSA GARDEN CENTER INC
    2435 S PEORIA AVE
    TULSA,OK741141326     		NONE PC PROGRAM & EQUIPMENT 22,500
    TULSA GIRLS ART SCHOOL
    2202 E ADMIRAL BLVD
    TULSA,OK741105211     		NONE PC OPERATING 10,000
    TULSA OPERA INC
    1610 S BOULDER AVE
    TULSA,OK741194408     		NONE PC PROGRAM 2,500
    TULSA POLICE DEPARTMENT
    600 CIVIC CENTER
    TULSA,OK74103     		NONE GOV CAPITAL/EQUIPMENT 1,000,000
    TULSA ZOO MANAGEMENT INC
    6421 E 36TH ST N
    TULSA,OK741152121     		NONE PC GENERAL FUNDRAISING 34,059
    USA BMX FOUNDATION
    490 N LANSING AVE
    TULSA,OK74120     		NONE PC GENERAL FUNDRAISING 12,574
    VOLUNTEERS OF AMERICA INC
    9605 E 61ST STREET
    TULSA,OK74133     		NONE PC PROGRAM 15,000
    WEST SIDE ALLIANCE SOCCER CLUB INC
    5214 GREENAN DR
    SAND SPRINGS,OK740633325     		NONE PC OPERATING 500
    WOODWARD INDUSTRIAL FOUNDATION
    PO BOX 1406
    WOODWARD,OK738021406     		NONE PC OPERATING 2,500
    YOUTH SERVICES OF TULSA INC
    311 S MADISON AVE
    TULSA,OK74120     		NONE PC PROGRAM 20,000
    Total .................................bullet 3a 6,112,933
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-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 84,832  
    4 Dividends and interest from securities ....          
    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 -437,672  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aPROGRAM RELATED INVESTMENT INTEREST INCOME     		    14 75,000  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 0 3,575,373 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    3,575,373
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 XV-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 (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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 instructions.
    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 (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2021
    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 isn't covered by the General Rule and/or the Special Rules doesn't 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 doesn't 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) (2021)
    Schedule B (Form 990) (2021) Page 2
    Name of organization
    THE HARDESTY FAMILY FOUNDATION INC
          		Employer identification number
    20-4094088
    Part I
    Contributors
    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 DRIVE
     
    TULSA, OK74115

    		$ 2,075,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    MICHELLE HARDESTY FAMILY LLC
     
    4141 N MEMORIAL DRIVE
     
    TULSA, OK74115

    		$ 170,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    3
    DEBORA HARDESTY CRISTO FAMILY LLC
     
    4141 N MEMORIAL DRIVE
     
    TULSA, OK74115

    		$ 84,000


    (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.)
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    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) (2021)
    Schedule B (Form 990) (2021)
    Page 4
    Name of organization
    THE HARDESTY FAMILY FOUNDATION INC
          		Employer identification number

    20-4094088
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. 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) (2021)
    Additional Data


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    TY 2021 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 POWEREDGE T130 SERVER 2019-10-17 7,354 2,233 SL 7.000000000000 1,051 1,051 1,051  

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

    TY 2021 ExpenditureResponsibilityStmt
    Name:
    THE HARDESTY FAMILY FOUNDATION INC
    EIN:
    20-4094088
    Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
    TULSA POLICE DEPARTMENT
          		1211 W 36TH STREET NORTH
    TULSA,OK74127     		2022-11-08 1,000,000 THE TPD IS BUILDING A NEW HELICOPTER HANGAR WHICH WILL BE LOCATED AT 6066 E. 66 STREET N, TULSA, OK ON THE TPD, TRAINING DIVISION PROPERTY. THE NEW HANGAR WILL NOT ONLY HOUSE THE HELICOPTERS AND OTHER CITY ASSETS, BUT WILL INCLUDE A SPACE FOR THE PERSONNEL WHO ARE IN THE AIR SUPPORT UNIT OF TPD. THE NEW HANGAR WILL BE NEARLY 9600 SQ. FT. WITH AN ATTACHED OFFICE SPACE OF AN ADDITIONAL 2400 SQ. FT. THE FUNDING FOR THE PROJECT WILL INCLUDE OFFICE AND BUILDING FURNITURE, A 2-TON CRANE FOR HELICOPTER MAINTENANCE, A 10,000-GALLON FUEL TANK, FULL KITCHEN, AND TWO SEPARATE LOCKER ROOMS WITH SHOWERS. 0 NONE 1/6/2023 AND ONGOING   TPD SUBMITTED AN UPDATE ON 1/6/2023 STATING THAT THEY HAVE COMPLETED THE FUNDING NEEDS FOR THE CONSTRUCTION OF THE HANGAR. THEY ARE IN THE PROCESS OF COMPLETING THE CONSTRUCTION DIAGRAMS AND WRITING UP THE BID SPECIFICATIONS. TO THE KNOWLEDGE OF THE HARDESTY FAMILY FOUNDATION, NO FUNDS HAVE BEEN DIVERTED TO ANY ACTIVITY OTHER THAN THE ACTIVITY FOR WHICH THE GRANT WAS ORIGINALLY MADE.GROUNDBREAKING OF THE NEW HANGAR WILL OCCUR IN 2023 AND CONSTRUCTION WILL TAKE 9 TO 11 MONTHS. THE HARDESTY FAMILY FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE.

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    THE HARDESTY FAMILY FOUNDATION INC
    EIN:
    20-4094088
    Name of Bond End of Year Book Value End of Year Fair Market Value
    5000000 SHS CONOCOPHILLIPS CO 4,467,168 4,879,125
    5000000 SHS LLOYDS BANKING GROUP PLC 4,958,885 4,848,000
    2000000 SHS LLOYDS BANKING GROUP 1,974,700 1,951,380
    1000000 SHS SYSCO CORPORATION 964,500 969,230
    2044000 SHS TARGA RESOURCES PART 2,080,763 1,936,138
    5000000 SHS NATWEST GROUP PLC 5,002,222 5,005,425
    280000 SHS PLAINS ALL AMERICAN PIPELINE LP 273,116 278,919
    3000000 SHS WELLS FARGO & CO 2,926,582 2,990,400
    153000 SHS KINDER MORGAN ENERGY PARTNERS LP 153,115 152,449
    1415000 SHS GOLDMAN SACHS GROUP INC 1,378,422 1,410,168
    200000 SHS NATWEST GROUP PLC 200,409 199,633
    328000 SHS EVERNORTH HEALTH INC 328,031 323,951
    2367000 SHS CITIGROUP INC 2,423,422 2,404,943
    61000 SHS KINDER MORGAN ENERGY PARTNERS LP 61,168 60,269
    6000000 SHS FORD MOTOR CREDIT CO LLC 5,891,012 5,829,720
    44000 SHS ABBOTT LABORATORIES 44,191 43,430
    274000 SHS WARNER MEDIA LLC 276,940 268,287
    280000 SHS NATWEST GROUP PLC 280,749 279,145
    5000000 SHS BOEING CO 4,759,856 4,773,950
    2700000 SHS ENERGY TRANSFER LP 2,629,806 2,636,834
    1150000 SHS WARNER MEDIA LLC 1,139,661 1,111,855
    420000 SHS WILLIAMS COS INC 413,712 415,699
    11000000 SHS HUMANA INC 10,969,267 10,785,500
    1000000 SHS GOLDMAN SACHS GROUP INC 1,002,432 1,011,480
    5111000 SHS ONEOK INC 5,112,553 5,180,407
    1500000 SHS ROYAL BK SCOTLND 1,500,749 1,480,065
    ACCRUED INTEREST 0 493,301

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    THE HARDESTY FAMILY FOUNDATION INC
    EIN:
    20-4094088
    Name of Stock End of Year Book Value End of Year Fair Market Value
    10641 SHS VALERO ENERGY CP DELA NEW 882,653 1,421,850
    21228 SHS DELTA AIR LINES INC NEW 827,172 750,834
    1467 SHS BROADCOM INC 809,107 808,361
    14696 SHS BRISTOL MYERS SQUIBB CO 945,736 1,179,795
    4793 SHS APPLE INC 722,674 709,508
    12581 SHS APOLLO GLOBAL MGMT INC CL A 748,827 872,996
    3640 SHS AMAZON COM INC 601,481 351,406
    4960 SHS ALPHABET INC CL A 585,868 500,910
    80000 SHS VERIZON COMMUNICATIONS 3,993,402 3,118,400
    930 SHS VALERO ENERGY CP CELA NEW 60,318 124,267
    100 SHS ONEOK INC (OKE) 3,389 6,692
    2594 SHS UNITEDHEALTH GP INC 1,195,216 1,420,889
    25000 SHS GENERAL ELECTRIC CO 4,693,900 2,149,250
    85000 SHS AT&T INC 2,241,747 1,638,800
    213 SHS BOEING CO 59,457 38,101
    1253 SHS CONOCOPHILLIPS 59,908 154,758
    4061 SHS DOLLAR GEN CORP NEW COM 865,117 1,038,316
    13726 SHS KNIGHT-SWIFT TRANSN HLDGS CL A 712,154 760,832
    4604 SHS MEDTRONIC PLC SHS 511,955 363,900
    6352 SHS METLIFE INCORPORATED 442,289 487,198
    20240 SHS SYNCHRONY FINANCIAL 783,818 760,619
    21624 SHS SUNCOR ENERGY INC 644,803 710,781
    1336 SHS SERVICENOW INC 603,505 556,177
    4168 SHS ONEOK 76,655 278,923
    54419 SHS SPDR S&P 500 ETF TRUST 23,391,865 22,185,538
    10000 SHS FIFTH THIRD BANCORP 348,020 363,600
    40000 SHS LINCOLN NATIONAL CORP 1,895,888 1,557,600
    298 SHS CONSTELLATION ENERGY CORP 11,867 28,644
    4000 SHS MORGAN STANLEY 375,006 372,280
    25000 SHS PARAMOUNT GLOBAL 1,086,828 502,000
    3826 SHS PAYPAL HLDGS INC COM 604,430 299,997
    3069 SHS PALO ALTO NETWORKS INC 514,662 521,423
    5048 SHS NVIDIA CORPORATION 932,254 854,273
    2543 SHS NORTHROP GRUMMAN CP 984,087 1,356,156
    2539 SHS NETFLIX INC 816,063 775,741
    15047 SHS MONDELEZ INTL INC COM 989,209 1,017,328
    30000 SHS HONEYWELL INTL 5,668,838 6,586,500
    895 SHS EXELON CORP 28,200 37,026
    3576 SHS FIRST TRST HLTH CARE ALPHA ETF 392,174 390,928
    3984 SHS ISHARES US INSURANCE ETF 341,389 375,930

    TY 2021 InvestmentsOtherSchedule2
    Name:
    THE HARDESTY FAMILY FOUNDATION INC
    EIN:
    20-4094088
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    PROGRAM RELATED INVESTMENTS AT COST 1,500,000 1,500,000

    TY 2021 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 POWEREDGE T130 SERVER 7,354 3,284 4,070  


    TY 2021 LegalFeesSchedule
    Name:
    THE HARDESTY FAMILY FOUNDATION INC
    EIN:
    20-4094088
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 650 0 0 650


    TY 2021 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
    ADVERTISING 160 160 0 0
    BANK FEES 36 0 0 36
    BUSINESS MEALS 6,094 0 0 6,094
    COMPUTER/PRINTER 49,089 23,173 0 25,916
    CPE TRAINING 2,094 2,094 0 0
    DIRECT CHARITY EXPENSE 1,909 0 0 1,909
    DUES 1,518 930 0 588
    INSURANCE 974 0 0 974
    MISCELLANEOUS EXPENSE 4,134 0 0 4,134
    OFFICE SUPPLIES 3,766 2,821 0 945
    POSTAGE 215 0 0 215
    TELEPHONE 1,977 0 0 1,977
    TRAINING EXPENSE 240 0 0 240


    TY 2021 OtherIncomeSchedule2
    Name:
    THE HARDESTY FAMILY FOUNDATION INC
    EIN:
    20-4094088
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    PROGRAM RELATED INVESTMENT INTEREST INCOME 75,000 75,000 0


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    THE HARDESTY FAMILY FOUNDATION INC
    EIN:
    20-4094088
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BROKER FEES 137,846 137,846 0 0
    PROFESSIONAL FEES 4,400 0 0 4,400


    TY 2021 TaxesSchedule
    Name:
    THE HARDESTY FAMILY FOUNDATION INC
    EIN:
    20-4094088
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAX 46,000 0 0 0
    FOREIGN TAX 4,666 4,666 0 0