Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Nonexempt Charitable Trust
Treated as a Private Foundation
Note. The foundation may be able to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0052
2010
For calendar year 2010, or tax year beginning 07-01-2010 , and ending 06-30-2011
G
Check all that apply:
Name of foundation
Southern Oklahoma Memorial Foundation Inc
 

Number and street (or P.O. box number if mail is not delivered to street address)PO Box 1409   Room/suite
City or town, state, and ZIP code
Ardmore, OK734021409
A Employer identification number

73-1300662
B Telephone number (see page 10 of the instructions)

(580) 226-0700
C bullet
D 1. bullet
H Check type of organization:
2. bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$98,219,226J Accounting method:
Modified Cash
(Part I, column (d) must be on cash basis.)
E bullet
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see page 11 of the 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) 400,000
2 Check bullet
3 Interest on savings and temporary cash investments 416,685 416,685  
4 Dividends and interest from securities...... 1,085,436 1,085,436  
5a Gross rents.............. 556,042 556,042  
b Net rental income or (loss) 213,339
6a Net gain or (loss) from sale of assets not on line 10 6,656,026
b Gross sales price for all assets on line 6a 46,137,893
7 Capital gain net income (from Part IV, line 2)... 6,656,026
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 29,058 29,058  
12 Total. Add lines 1 through 11........ 9,143,247 8,743,247  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 171,700 51,510   120,190
14 Other employee salaries and wages...... 93,612 23,403   70,209
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 861 0   861
b Accounting fees (attach schedule)....... Click to see attachment 10,250 0   10,250
c Other professional fees (attach schedule).... Click to see attachment 434,886 434,886   0
17 Interest...............        
18 Taxes (attach schedule) (see page 14 of the instructions) Click to see attachment 106,000 0   0
19 Depreciation (attach schedule) and depletion... Click to see attachment 347,940 342,703  
20 Occupancy.............. 14,580 3,645   10,935
21 Travel, conferences, and meetings....... 1,765 0   1,765
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 27,079 2,315   24,764
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,208,673 858,462   238,974
25 Contributions, gifts, grants paid........ 3,814,207 3,814,207
26 Total expenses and disbursements. Add lines 24 and 25 5,022,880 858,462   4,053,181
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 4,120,367
b Net investment income (if negative, enter -0-) 7,884,785
c Adjusted net income (if negative, enter -0-)...  
For Privacy Act and Paperwork Reduction Act Notice, see page 30 of the instructions.
Cat. No. 11289X Form 990-PF (2010)
Form 990-PF (2010)
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...............      
2 Savings and temporary cash investments.......... 886,144 1,232,946 1,232,946
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 page 15 of the
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...........      
10a Investments—U.S. and state government obligations (attach schedule) 8,986,895 Click to see attachment6,285,886 6,285,886
b Investments—corporate stock (attach schedule)........ 60,815,475 Click to see attachment76,792,032 76,792,032
c Investments—corporate bonds (attach schedule)........ 3,544,500 Click to see attachment6,149,952 6,149,952
11 Investments—land, buildings, and equipment: basis bullet6,755,135
Less: accumulated depreciation (attach schedule) bullet947,371 6,150,467 Click to see attachment5,807,764 7,700,000
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........      
14 Land, buildings, and equipment: basis bullet54,079
Less: accumulated depreciation (attach schedule) bullet36,893 22,015 Click to see attachment17,186 17,186
15 Other assets (describe bullet) Click to see attachment0 Click to see attachment41,224 Click to see attachment41,224
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 80,405,496 96,326,990 98,219,226
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).......... 0 0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................... 79,000,063 94,678,407
25 Temporarily restricted................ 19,816 7,288
26 Permanently restricted................ 1,385,617 1,641,295
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see page 17 of the
instructions).................... 80,405,496 96,326,990
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 80,405,496 96,326,990
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 80,405,496
2 Enter amount from Part I, line 27a...................... 2 4,120,367
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 11,801,127
4 Add lines 1, 2, and 3.......................... 4 96,326,990
5 Decreases not included in line 2 (itemize) bullet 5 0
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30.. 6 96,326,990
Form 990-PF (2010)
Form 990-PF (2010)
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 SALE OF PUBLICLY TRADED SECURITIES P    
b SALE OF PRIVATE EQUITY SECURITIES P    
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 45,788,196   39,481,867 6,306,329
b 349,697     349,697
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       6,306,329
b       349,697
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 6,656,026
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 pages 13 and 17 of the instructions).
If (loss), enter -0- in Part I, line 8 . . . . . . . . . . . . . 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If “Yes,” the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2009 4,524,057 83,847,926 0.053956
2008 5,401,428 81,933,077 0.065925
2007 5,207,616 112,110,905 0.046451
2006 4,866,473 108,872,239 0.044699
2005 4,694,104 103,180,656 0.045494
2 Total of line 1, column (d) ...................... 2 0.256525
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3 0.051305
4 Enter the net value of noncharitable-use assets for 2010 from Part X, line 5..... 4 91,964,381
5 Multiply line 4 by line 3....................... 5 4,718,233
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 78,848
7 Add lines 5 and 6......................... 7 4,797,081
8 Enter qualifying distributions from Part XII, line 4.............. 8 4,053,589
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 on page 18.
Form 990-PF (2010)
Form 990-PF (2010)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A” on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 157,696
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2............................ 3 157,696
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- ..... 5 157,696
6 Credits/Payments:
a 2010 estimated tax payments and 2009 overpayment credited to 2010 6a 159,715
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 159,715
8 Enter any penalty for underpayment of estimated tax. 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 2,019
11 Enter the amount of line 10 to be: Credited to 2011 estimated taxBullet2,019 Refunded Bullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?.............................
1b
 
No
If the answer is “Yes” to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If “Yes,” attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If “Yes,” attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
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 page 19 of the
    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 2010 or the taxable year beginning in 2010 (see instructions for Part XIV on
    page 27)? If “Yes,” complete Part XIV...........................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If “Yes,” attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see page 20 of the instructions) .......
    11
     
    No
    12
    Did the foundation acquire a direct or indirect interest in any applicable insurance contract before August 17, 2008?
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletwww.somfardmore.org
    14
    The books are in care ofbulletSouthern Oklahoma Memorial Foundati Telephone no.bullet (580) 226-0700
    Located atbullet333 W Main St Ste 220ArdmoreOK ZIP+4bullet73401
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16
    At any time during calendar year 2010, did the foundation have an interest in or a signature or other authority over
    a bank, securities, or other financial account in a foreign country? .................
    16
     
    No
    See page 20 of the instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the “Yes” column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check “No”
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is “Yes” to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
    No
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2010?.............
    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 2010, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2010?...............
    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 page 20 of the instructions.) .........
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business
    enterprise at any time during the year?.....................
    b
    If “Yes,” did it have excess business holdings in 2010 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 2010.)....................
    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 2010?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see page 22 of the 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 page 22 of the instructions)?
    5b
     
     
    .........bullet
    c
    If the answer is “Yes” to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If “Yes,” attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay
    premiums on a personal benefit contract?....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If “Yes” to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see page 22 of the 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
    Larry Pulliam President
    30.00     		171,700 0 0
    PO BOX 1409
    ARDMORE,OK73402
    Keith Troop Director
    0.40     		0 0 0
    PO BOX 1409
    Ardmore,OK73402
    Don Chaffin Director
    0.40     		0 0 0
    PO BOX 1409
    Ardmore,OK73402
    Mark Riesen Director
    0.40     		0 0 0
    PO BOX 1409
    Ardmore,OK73402
    Ron Crosby Director
    0.40     		0 0 0
    PO BOX 1409
    Ardmore,OK73402
    G Bridger Cox Director
    0.40     		0 0 0
    PO BOX 1409
    Ardmore,OK73402
    Jessie Nance Director
    0.40     		0 0 0
    PO BOX 1409
    Ardmore,OK73402
    Gil Wallace Director
    0.40     		0 0 0
    PO BOX 1409
    Ardmore,OK73402
    Sam Daube Director
    0.40     		0 0 0
    PO BOX 1409
    Ardmore,OK73402
    Bill Owen Director
    0.40     		0 0 0
    PO BOX 1409
    Ardmore,OK73402
    2 Compensation of five highest-paid employees (other than those included on line 1—see page 23 of the 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
    JEAN HATTENSTY LEASED EMPLOYEE ACCOUNTANT
    30.00     		49,663 4,906 796
    PO BOX 1409
    ARDMORE,OK73402
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see page 23 of the instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    Mercy Memorial Health Center Contract Leased Employees 93,112
    1011 14th Avenue NW
    Ardmore,OK73401
    Luther King Capital Management Investment Advisor 91,676
    301 Commerce St Ste 1600
    Ft Worth,TX76102
    Cadence Capital Management Investment Advisor 86,856
    One Exchange Place
    Boston,MA02109
    Barrow Hanley Mewhinney & Strauss Investment Advisor 84,041
    3232 McKinney15th Floor
    Dallas,TX75204
    JH Ellwood Investment Advisor 71,230
    104 S Michigan Ave 1100
    Chicago,IL60603
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see page 23 of the 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 page 24 of the instructions.
    3  
    Total. Add lines 1 through 3...........................bullet0
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see page 24 of the 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
    85,623,807
    b
    Average of monthly cash balances.......................
    1b
    41,047
    c
    Fair market value of all other assets (see page 24 of the instructions)............
    1c
    7,700,000
    d
    Total (add lines 1a, b, and c).........................
    1d
    93,364,854
    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
    93,364,854
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see page 25
    of the instructions) ............................
    4
    1,400,473
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    91,964,381
    6
    Minimum investment return. Enter 5% of line 5...................
    6
    4,598,219
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    4,598,219
    2a
    Tax on investment income for 2010 from Part VI, line 5......
    2a
    157,696
    b
    Income tax for 2010. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    157,696
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    4,440,523
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4.............................
    5
    4,440,523
    6
    Deduction from distributable amount (see page 25 of the instructions)...........
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1.................................
    7
    4,440,523
    Part XII
    Qualifying Distributions (see page 25 of the 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
    4,053,181
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes................................
    2
    408
    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
    4,053,589
    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 page 26 of the instructions)............
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4...............
    6
    4,053,589
    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 (2010)
    Form 990-PF (2010)
    Page 8
    Part XIII
    Undistributed Income (see page 26 of the instructions)
    (a)
    Corpus     		(b)
    Years prior to 2009     		(c)
    2009     		(d)
    2010
    1 Distributable amount for 2010 from Part XI, line 7 4,440,523
    2 Undistributed income, if any, as of the end of 2010:
    a Enter amount for 2009 only....... 3,547,734
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2010:
    a From 2005.......  
    b From 2006.......  
    c From 2007.......  
    d From 2008.......  
    e From 2009.......  
    fTotal of lines 3a through e......... 0
    4Qualifying distributions for 2010 from Part
    XII, line 4: bullet$ 4,053,589
    a Applied to 2009, but not more than line 2a 3,547,734
    b Applied to undistributed income of prior years
    (Election required—see page 26 of the instructions)    		 0
    c Treated as distributions out of corpus (Election
    required—see page 26 of the instructions)...     		0
    d Applied to 2010 distributable amount..... 505,855
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2010. 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 page 27 of the instructions ...     		0
    e Undistributed income for 2009. Subtract line
    4a from line 2a. Taxable amount—see page 27
    of the instructions ...........     		0
    f Undistributed income for 2010. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2011 ..........     		3,934,668
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see page 27
    of the instructions) ...........     		0
    8Excess distributions carryover from 2005 not
    applied on line 5 or line 7 (see page 27 of the
    instructions) .............     		0
    9Excess distributions carryover to 2011.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2006....  
    b Excess from 2007....  
    c Excess from 2008....  
    d Excess from 2009....  
    e Excess from 2010....  
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 9
    Part XIV
    Private Operating Foundations (see page 27 of the 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 2010, 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) 2010 (b) 2009 (c) 2008 (d) 2007
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ....     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets” alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment” alternative test— enter 2⁄3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support” alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see page 27 of the 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 of the person to whom applications should be addressed:
    Larry Pulliam President
    POBox 1409 333 W Main Suite 220
    Ardmore,OK73402
    (580) 226-0700
    bThe form in which applications should be submitted and information and materials they should include:
    Application should include description of request, amount, financial statements of entity and public charity status.
    cAny submission deadlines:
    March 1; June 1; September 1; December 1
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Restricted to geographical area of 50 mile radius of Ardmore, OK within the state of Oklahoma.
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ADULT DAY SERVICES OF SOUTHERN OKLAHOMA
    1902 SHENANDOAH DRIVE
    ARDMORE,OK73401     		N/A PUBLIC BUILDING REPAIRS 9,400
    ADULT DAY SERVICES OF SOUTHERN OKLAHOMA
    1902 SHENANDOAH DRIVE
    ARDMORE,OK73401     		N/A PUBLIC MATCHING GRANT 250
    AMERICAN CANCER SOCIETY - HIGH PLAINS DIVISION
    6525 N MERIDIAN AVE SUITE 110
    OKLAHOMA CITY,OK73116     		N/A PUBLIC ARDMORE AREA TRANSPORTATION PROGRAM 35,000
    AMERICAN RED CROSS OF SOUTH CENTRAL OKLAHOMA
    1006 NORTHWEST BLVD
    ARDMORE,OK73401     		N/A PUBLIC SERVICE DELIVERY FYE 6/30/11 15,000
    ARBUCKLE LIFE SOLUTIONS INC
    9 10TH AVE NW
    ARDMORE,OK73401     		N/A PUBLIC OPERATING SUPPORT 80,000
    ARBUCKLE LIFE SOLUTIONS INC
    9 10TH AVE NW
    ARDMORE,OK73401     		N/A PUBLIC MATCHING GRANT 200
    ARDMORE CITY SCHOOLS ENRICHMENT FOUNDATION
    800 M STREET NE
    ARDMORE,OK73401     		N/A PUBLIC MATCHING GRANT 300
    ARDMORE HABITAT FOR HUMANITY INC
    301 W MAIN STE 30
    ARDMORE,OK73401     		N/A PUBLIC NEW HOME CONSTRUCTION 2,500
    ARDMORE SCHOOL DISTRICT I-19
    800 M STREET NE
    ARDMORE,OK73401     		N/A PUBLIC RESOURCE OFFICER FY 2011 60,000
    BROADWAY HOUSE INC
    221 2ND NW
    ARDMORE,OK73401     		N/A PUBLIC FACILITIES EXPANSION 73,830
    CSARA FOUNDATION INC
    814 16TH AVE NW
    ARDMORE,OK73401     		N/A PUBLIC 2011 CRISIS ED SPECIALIST SALARY 20,000
    CSARA FOUNDATION INC
    814 16TH AVE NW
    ARDMORE,OK73401     		N/A PUBLIC MATCHING GRANT 150
    CAMERON UNIVERSITY FOUNDATION INC
    2800 WEST GORE BLVD
    LAWTON,OK73505     		N/A PUBLIC MATCHING GRANT 200
    CARTER COUNTY SKYWARN ASSOCIATION
    621 MARY NIBLACK ROAD
    ARDMORE,OK73401     		N/A PUBLIC COMMUNICATIONS UPGRADE 5,820
    CHAMBER OF COMMERCE FOUNDATION INC
    410 W MAIN STREET
    ARDMORE,OK73401     		N/A PUBLIC MATCHING GRANT 150
    CITY OF ARDMORE OKLAHOMA
    23 S WASHINGTON
    ARDMORE,OK73401     		N/A PUBLIC MATCHING GRANT 200
    CITY OF TISHOMINGO OKLAHOMA
    201 CAPITOL
    TISHOMINGO,OK73460     		  PUBLIC SPLASHPAD 7,440
    COMMUNITIES IN SCHOOLS ARDMORE OK INC
    10 WEST MAIN ST 606
    ARDMORE,OK73401     		N/A PUBLIC OPERATING SUPPORT 92,000
    COMMUNITY ACTIVITIES INC OF ARDMORE
    333 W MAIN ST 205
    ARDMORE,OK73401     		N/A PUBLIC LECTURE SERIES 1,470
    CONFERENCE OF SOUTHWEST FOUNDATIONS INC
    624 NORTH GOOD LATIMER EXPRESSWAY
    DALLAS,TX75204     		N/A PUBLIC 2011 DUES 3,000
    FAMILY SHELTER OF SOUTHERN OKLAHOMA
    PO BOX 1408
    ARDMORE,OK73401     		N/A PUBLIC MATCHING GRANT 100
    FAMILY SHELTER OF SOUTHERN OKLAHOMA
    PO BOX 1408
    ARDMORE,OK73402     		N/A PUBLIC FY2011 SHELTER ADVOCATE 25,000
    FIRST UNITED METHODIST CHURCH PRESCHOOL
    501 WEST MAIN ST
    ARDMORE,OK73401     		N/A PUBLIC PRESCHOOL SCHOLARSHIPS 10,000
    GODDARD YOUTH FOUNDATION
    ROUTE 1
    SULPHUR,OK73086     		N/A PUBLIC CAPITAL IMPROVEMENTS 70,000
    GOOD SHEPHERD MEDICAL & DENTAL CLINIC FOUNDATION
    20 12TH AVE NW
    ARDMORE,OK73401     		N/A PUBLIC OPERATING SUPPORT 700,000
    GRACE CENTER OF SOUTHERN OKLAHOMA
    11 A NW
    ARDMORE,OK73401     		N/A PUBLIC OPERATING SUPPORT 25,000
    GREATER ARDMORE SCHOLARSHIP FOUNDATION
    301 W MAIN STE 210
    ARDMORE,OK73401     		N/A PUBLIC SCHOLARSHIPS 53,517
    HARDY MURPHY COLISEUM TRUST AUTHORITY
    600 LAKE MURRAY DRIVE
    ARDMORE,OK73401     		N/A PUBLIC OPERATING SUPPORT 100,000
    HFV WILSON COMMUNITY CENTER
    625 E MAIN ST
    ARDMORE,OK73401     		N/A PUBLIC OPERATING SUPPORT 50,000
    HICKORY CREEK CHILD CENTER INC
    1408 4TH AVE NW
    ARDMORE,OK73401     		N/A PUBLIC OPERATING SUPPORT 25,000
    MARSHALL COUNTY EMS DISTRICT
    4 HOSPITAL DRIVE
    MADILL,OK73446     		N/A PUBLIC NEW AMBULANCE 50,000
    MERCY MEMORIAL HEALTH CENTER FOUNDATION
    14TH AVE NW
    ARDMORE,OK73401     		N/A PUBLIC CANCER CENTER EQUIPMENT / NURSING PROGRAM 1,939,148
    MERCY MEMORIAL HEALTH CENTER
    14TH AVE NW
    ARDMORE,OK73401     		N/A PUBLIC INDIGENT CARE REIMBURSEMENT 19,815
    PREGNANCY RESOURCE CENTER OF SOUTHERN OKLAHOMA
    921 N WASHINGTON
    ARDMORE,OK73401     		N/A PUBLIC 2011 PRENATAL / PARENTING PROGRAM 26,350
    READING ROOM INC
    333 W MAIN STE 400
    ARDMORE,OK73401     		N/A PUBLIC FY11 READING THERAPISTS 75,000
    REGIONAL FOOD BANK OF OKLAHOMA
    3355 S PURDUE STREET
    OKLAHOMA CITY,OK73137     		N/A PUBLIC FY11 CARTER COUNTY FOOD DISTRIBUTION 50,000
    SALVATION ARMY
    1211 N WASHINGTON
    ARDMORE,OK73401     		N/A PUBLIC MATCHING GRANT 1,500
    SOUTHERN OKLAHOMA HIGER EDUCATION FOUNDATION
    611 VETERANS BLVD
    ARDMORE,OK73401     		N/A PUBLIC SOSU BUSINESS FACULTY POSITION AHEC 56,667
    UNITED WAY OF SOUTH CENTRAL OKLAHOMA
    1232 MERRICK DRIVE
    ARDMORE,OK73401     		N/A PUBLIC 2010 CAMPAIGN FOR 2011 MATCH 50,000
    UNITED WAY OF SOUTH CENTRAL OKLAHOMA
    1232 MERRICK DRIVE
    ARDMORE,OK73401     		N/A PUBLIC MATCHING GRANT 200
    YMCA OF ARDMORE OKLAHOMA
    920 15TH AVE NW
    ARDMORE,OK73401     		N/A PUBLIC OPERATING SUPPORT 40,000
    YW8INC
    7 WEST BROADWAY
    ARDMORE,OK73401     		N/A PUBLIC OPERATING SUPPORT 40,000
    Total .................................bullet 3a 3,814,207
    bApproved for future payment
    ARBUCKLE LIFE SOLUTIONS INC
    9 10TH AVE NW
    ARDMORE,OK73401     		N/A PUBLIC EXTENDED OUTPATIENT PROGRAM 40,000
    ARDMORE REGIONAL PARK TRUST AUTHORITY
    23 S WASHINGTON
    ARDMORE,OK73401     		N/A PUBLIC PARK TRAIL PROJECT 226,705
    ARDMORE SCHOOL DISTRICT I-19
    800 M STREET NE
    ARDMORE,OK73401     		N/A PUBLIC RESOURCE OFFICER, PLAYGROUND EQUIPMENT, SCHOOL NURSES 672,450
    CHICKASAW REGIONAL LIBRARY SYSTEM
    601 RAILWAY EXPRESS
    ARDMORE,OK73401     		N/A PUBLIC ARDMORE HEADQUARTERS RENOVATION 25,000
    COMMUNITY ACTIVITIES INC OF ARDMORE
    333 W MAIN ST 205
    ARDMORE,OK73401     		N/A PUBLIC CENTRAL PARK MAINTENANCE 100,000
    GOOD SHEPHERD MEDICAL & DENTAL CLINIC FOUNDATION
    20 12TH AVE NW
    ARDMORE,OK73401     		N/A PUBLIC MAMMOGRAM ASSISTANCE 19,004
    GREATER ARDMORE SCHOLARSHIP FOUNDATION
    301 W MAIN STE 210
    ARDMORE,OK73401     		N/A PUBLIC SCHOLARSHIPS 790,983
    HARDY MURPHY COLISEUM TRUST AUTHORITY
    600 LAKE MURRAY DRIVE
    ARDMORE,OK73401     		N/A PUBLIC OPERATING SUPPORT & CAPITAL IMPROVEMENTS 150,000
    JOHNSTON COUNTY EMERGENCY MEDICAL SERVICES
    201 CAPITOL
    TISHOMINGO,OK73460     		N/A PUBLIC DEFRIBRILATOR UPGRADE 10,000
    MERCY MEMORIAL HEALTH CENTER FOUNDATION
    14TH AVE NW
    ARDMORE,OK73401     		N/A PUBLIC CANCER CENTER EQUIPMENT / NURSING PROGRAM 1,045,113
    PREGNANCY RESOURCE CENTER OF SOUTHERN OKLAHOMA
    921 N WASHINGTON
    ARDMORE,OK73401     		N/A PUBLIC PRENATAL / PARENTING PROGRAM 54,200
    READING ROOM INC
    333 W MAIN ST 400
    ARDMORE,OK73401     		N/A PUBLIC READING THERAPISTS SALARIES 50,000
    REGIONAL FOOD BANK OF OKLAHOMA
    3355 S PURDUE STREET
    OKLAHOMA CITY,OK73137     		N/A PUBLIC CARTER COUNTY FOOD DISTRIBUTION 100,000
    SOUTHERN OKLAHOMA HIGER EDUCATION FOUNDATION
    611 VETERANS BLVD
    ARDMORE,OK73086     		N/A PUBLIC SOSU BUSINESS FACULTY POSITION AHEC 169,350
    SPRINGER SCHOOL DISTRICT I-22
    16624 US HWY 77
    SPRINGER,OK73458     		N/A PUBLIC AGRICULTURE EDUCATION BUILDING 100,000
    YMCA OF ARDMORE OKLAHOMA
    920 15TH AVE NW
    ARDMORE,OK73401     		N/A PUBLIC OPERATING SUPPORT 80,000
    Total ..................................bullet 3b 3,632,805
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See page 28 of
    the 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....          
    3Interest on savings and temporary cash investments     14 416,685  
    4 Dividends and interest from securities....     14 1,085,436  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....     16 213,339  
    6Net rental income or (loss) from personal property          
    7 Other investment income.....     18 29,058  
    8Gain or (loss) from sales of assets other than inventory     18 6,656,026  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 8,400,544 0
    13Total. Add line 12, columns (b), (d), and (e)...................
    138,400,544
    (See worksheet in line 13 instructions on page 28 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 organization’s exempt purposes (other than by providing funds for such purposes). (See
    page 28 of the instructions.)
    Form 990-PF (2010)
    Form 990-PF (2010)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section
    Yes
    No
    501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash....................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements............................
    1b(4)
     
    No
    (5) Loans or loan guarantees..............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is “Yes,” complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If “Yes,” complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    SignHere
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    Signature of officer or trustee Date Title
    PaidPreparersUseOnly Preparer's SignatureBullet Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2010)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    OMB No. 1545-0047
    2010
    Name of organization
    Southern Oklahoma Memorial Foundation Inc
     
    Employer identification number

    73-1300662
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule—
    Special Rules
    ......................... Arrow Bullet   $    
    Caution. An Organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2 of its Form 990, or check the box in the heading of its
    Form 990-EZ, or on line 2 of its Form 990-PF, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2010)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
    Page 1 of 1 of Part I
    Name of organization
    Southern Oklahoma Memorial Foundation Inc
          		Employer identification number

    73-1300662
    Part I
    Contributors (see Instructions)
    		     
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Aggregate contributions    		 (d)
    Type of contribution
    1
     
     

    MEMORIAL HOSPITAL OF SOUTHERN OKLAH    
    PO BOX 1409
       
    ARDMORE, OK   73402

    		$400,000




    (Complete Part II if there is
    a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Aggregate contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  




    (Complete Part II if there is
    a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Aggregate contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  




    (Complete Part II if there is
    a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Aggregate contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  




    (Complete Part II if there is
    a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Aggregate contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  




    (Complete Part II if there is
    a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Aggregate contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  




    (Complete Part II if there is
    a noncash contribution.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
    Page 1 of 1 of Part II
    Name of organization
    Southern Oklahoma Memorial Foundation Inc
          		Employer identification number

    73-1300662
    Part II
    Noncash Property (see Instructions)
    		     
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
    Page 1 of 1 of Part III
    Name of organization
    Southern Oklahoma Memorial Foundation Inc
          		Employer identification number

    73-1300662
    Part III
    Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
    aggregating more than $1,000 for the year. (Complete columns (a) through (e) and the following line entry.)
    For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
    contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet $  
    (a) No.
    from
    Part I    		 (b)
    Purpose of gift    		 (c)
    Use of gift    		 (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I    		 (b)
    Purpose of gift    		 (c)
    Use of gift    		 (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I    		 (b)
    Purpose of gift    		 (c)
    Use of gift    		 (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I    		 (b)
    Purpose of gift    		 (c)
    Use of gift    		 (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2010 AccountingFeesSchedule
    Name:
    Southern Oklahoma Memorial Foundation Inc
    EIN: 73-1300662
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Accounting 10,250 0   10,250

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

    TY 2010 DepreciationSchedule
    Name:
    Southern Oklahoma Memorial Foundation Inc
    EIN: 73-1300662
    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
    Telephone System 1996-09-20 1,363 1,363 SL 10.000000000000 0 0    
    Additional Lines 1997-01-22 310 310 SL 10.000000000000 0 0    
    Locking File Cabinet 1996-09-20 266 266 SL 10.000000000000 0 0    
    Metal Shelving 1996-10-03 119 119 SL 10.000000000000 0 0    
    Used Computer Table 1996-11-06 51 51 SL 10.000000000000 0 0    
    Locking File Cabinet 1999-02-17 224 224 SL 10.000000000000 0 0    
    DELL OPTIPLEX MINITOWER 2003-10-01 2,150 2,150 SL 5.000000000000 0 0    
    HP COLOR LASER JET 1500 PRINTER 2003-10-01 968 968 SL 5.000000000000 0 0    
    SCANMAKER SCANNER 2003-10-01 108 108 SL 5.000000000000 0 0    
    4 FILE SHELVES 2004-11-23 1,698 949 SL 10.000000000000 170 0    
    AVAYA ACS UNIT & 18 DISPLAY SET 2005-01-12 1,679 924 SL 10.000000000000 168 0    
    SAVIN 4018D COPIER & ACCESSORIES 2005-01-21 3,402 1,870 SL 10.000000000000 340 0    
    OFFICE FURNITURE - ACCOUNTANT 2005-02-16 4,700 2,526 SL 10.000000000000 470 0    
    OFFICE FURNITURE - RECEPTIONIST 2005-02-16 3,351 1,801 SL 10.000000000000 335 0    
    OFFICE FURNITURE - RECEPTIONIST CHAIR 2005-02-18 167 91 SL 10.000000000000 17 0    
    16 HON BOARD ROOM CHAIRS 2005-02-24 6,480 3,456 SL 10.000000000000 648 0    
    PAOLI EXECUTIVE FURNITURE 2005-03-21 6,995 3,680 SL 10.000000000000 700 0    
    HON EXEC HIGHBACK CHAIR 2005-03-25 415 220 SL 10.000000000000 42 0    
    PAOLI 16' CONFERENCE TABLE 2005-04-04 5,562 2,916 SL 10.000000000000 556 0    
    PAOLI BUFFET CREDENZA 2005-04-04 3,294 1,727 SL 10.000000000000 329 0    
    HON KEYBOARD TRAY 2005-04-04 54 26 SL 10.000000000000 5 0    
    WORK ROOM CABINETS 2005-05-05 2,950 1,524 SL 10.000000000000 295 0    
    HP LASER PRINTER 2420D 2005-11-16 734 680 SL 5.000000000000 54 0    
    DELL DIMENSION 3100 DESKTOP COMPUTER 2005-12-28 1,870 1,683 SL 5.000000000000 187 0    
    HON STORAGE CABINET 2006-08-24 932 357 SL 10.000000000000 93 0    
    PROJECTOR AND SCREEN 2006-07-28 1,463 1,169 SL 5.000000000000 293 0    
    HP LASER PRINTER 2420D 2006-09-12 573 438 SL 5.000000000000 115 0    
    Medical Office Building 2008-07-01 5,280,876 259,544 SL 39.000000000000 135,407 135,407    
    IMPROVEMENTS-UROLOGY CENTER 2008-07-01 283,991 81,140 SL 7.000000000000 40,570 40,570    
    IMPROVEMENTS-HEART & VASCULAR 2008-12-01 74,826 16,925 SL 7.000000000000 10,689 10,689    
    IMPROVEMENTS-OLIVER 2008-12-01 136,191 30,805 SL 7.000000000000 19,456 19,456    
    IMPROVEMENTS-SUNGA 2008-12-01 104,288 23,589 SL 7.000000000000 14,898 14,898    
    IMPROVEMENTS-PAPIN 2008-12-01 64,308 14,546 SL 7.000000000000 9,187 9,187    
    IMPROVEMENTS-GILMORE 2008-12-01 119,806 27,099 SL 7.000000000000 17,115 17,115    
    IMPROVEMENTS-ARDMORE SURGICAL 2008-12-01 298,151 67,439 SL 7.000000000000 42,593 42,593    
    IMPROVEMENTS-TENANT X 2009-06-30 23,185   NC 7.000000000000 0 0    
    IMPROVEMENTS-MELTON 2008-12-01 369,513 83,581 SL 7.000000000000 52,788 52,788    
    DELL OPTIX 780 COMPUTER 2010-05-10 1,793 60 SL 5.000000000000 359 0    
    HP COLOR LASER JET CP2025 PRINTER 2010-10-05 408   SL 5.000000000000 61 0    

    TY 2010 InvestmentsCorpBondsSchedule
    Name:
    Southern Oklahoma Memorial Foundation Inc
    EIN: 73-1300662
    Name of Bond End of Year Book Value End of Year Fair Market Value
    Corporation Bonds 6,149,952 6,149,952

    TY 2010 InvestmentsCorpStockSchedule
    Name:
    Southern Oklahoma Memorial Foundation Inc
    EIN: 73-1300662
    Name of Stock End of Year Book Value End of Year Fair Market Value
    Common Stock 76,792,032 76,792,032

    TY 2010 InvestmentsGovtObligationsSch
    Name:
    Southern Oklahoma Memorial Foundation Inc
    EIN: 73-1300662
    US Government Securities - End of Year Book Value:

    6,285,886
    US Government Securities - End of Year Fair Market Value:

    6,285,886
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2010 InvestmentsLandSchedule2
    Name:
    Southern Oklahoma Memorial Foundation Inc
    EIN: 73-1300662
    Category/ Item Cost/Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    Medical Office Building 5,280,876 394,951 4,885,925 0
    IMPROVEMENTS-UROLOGY CENTER 283,991 121,710 162,281 0
    IMPROVEMENTS-HEART & VASCULAR 74,826 27,614 47,212 0
    IMPROVEMENTS-OLIVER 136,191 50,261 85,930 0
    IMPROVEMENTS-SUNGA 104,288 38,487 65,801 0
    IMPROVEMENTS-PAPIN 64,308 23,733 40,575 0
    IMPROVEMENTS-GILMORE 119,806 44,214 75,592 0
    IMPROVEMENTS-ARDMORE SURGICAL 298,151 110,032 188,119 0
    IMPROVEMENTS-TENANT X 23,185 0 23,185 0
    IMPROVEMENTS-MELTON 369,513 136,369 233,144 0

    TY 2010 LandEtcSchedule2
    Name:
    Southern Oklahoma Memorial Foundation Inc
    EIN: 73-1300662
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    Telephone System 1,363 1,363   0
    Additional Lines 310 310   0
    Locking File Cabinet 266 266   0
    Metal Shelving 119 119   0
    Used Computer Table 51 51   0
    Locking File Cabinet 224 224   0
    DELL OPTIPLEX MINITOWER 2,150 2,150   0
    HP COLOR LASER JET 1500 PRINTER 968 968   0
    SCANMAKER SCANNER 108 108   0
    4 FILE SHELVES 1,698 1,119 579 0
    AVAYA ACS UNIT & 18 DISPLAY SET 1,679 1,092 587 0
    SAVIN 4018D COPIER & ACCESSORIES 3,402 2,210 1,192 0
    OFFICE FURNITURE - ACCOUNTANT 4,700 2,996 1,704 0
    OFFICE FURNITURE - RECEPTIONIST 3,351 2,136 1,215 0
    OFFICE FURNITURE - RECEPTIONIST CHAIR 167 108 59 0
    16 HON BOARD ROOM CHAIRS 6,480 4,104 2,376 0
    PAOLI EXECUTIVE FURNITURE 6,995 4,380 2,615 0
    HON EXEC HIGHBACK CHAIR 415 262 153 0
    PAOLI 16' CONFERENCE TABLE 5,562 3,472 2,090 0
    PAOLI BUFFET CREDENZA 3,294 2,056 1,238 0
    HON KEYBOARD TRAY 54 31 23 0
    WORK ROOM CABINETS 2,950 1,819 1,131 0
    HP LASER PRINTER 2420D 734 734   0
    DELL DIMENSION 3100 DESKTOP COMPUTER 1,870 1,870   0
    HON STORAGE CABINET 932 450 482 0
    PROJECTOR AND SCREEN 1,463 1,462 1 0
    HP LASER PRINTER 2420D 573 553 20 0
    DELL OPTIX 780 COMPUTER 1,793 419 1,374 0
    HP COLOR LASER JET CP2025 PRINTER 408 61 347 0


    TY 2010 LegalFeesSchedule
    Name:
    Southern Oklahoma Memorial Foundation Inc
    EIN: 73-1300662
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Legal 861 0   861


    TY 2010 OtherAssetsSchedule
    Name:
    Southern Oklahoma Memorial Foundation Inc
    EIN: 73-1300662
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    Accrued Interest Purchased   41,224 41,224


    TY 2010 OtherExpensesSchedule
    Name:
    Southern Oklahoma Memorial Foundation Inc
    EIN: 73-1300662
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Insurance 16,627 0   16,627
    Office Expense & Other 3,395 556   2,839
    Education & Training 1,450 0   1,450
    Postage 565 0   565
    Miscellaneous 131 0   131
    Dues and Subscriptions 1,388 0   1,388
    Telephone 1,781 445   1,336
    Investment Expenses 1,172 1,172   0
    Repairs 570 142   428


    TY 2010 OtherIncomeSchedule2
    Name:
    Southern Oklahoma Memorial Foundation Inc
    EIN: 73-1300662
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    Miscellaneous Income 29,058 29,058 29,058


    TY 2010 OtherIncreasesSchedule
    Name:
    Southern Oklahoma Memorial Foundation Inc
    EIN: 73-1300662
    Description Amount
    UNREALIZED GAIN ON INVESTMENTS 11,801,127


    TY 2010 OtherProfessionalFeesSchedule
    Name:
    Southern Oklahoma Memorial Foundation Inc
    EIN: 73-1300662
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Investment Adviser Services 386,974 386,974   0
    Securities Custody Fees 47,912 47,912   0
    Consulting - Other 0 0   0


    TY 2010 TaxesSchedule
    Name:
    Southern Oklahoma Memorial Foundation Inc
    EIN: 73-1300662
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Excise Tax 106,000 0   0