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.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2014
Open to Public Inspection
For calendar year 2014, or tax year beginning 2014, and ending , 20
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 or province, country, and ZIP or foreign postal code
ARDMORE, OK734021409
A Employer identification number

73-1300662
B Telephone number (see instructions)

(580) 226-0700
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$107,050,842J Accounting method:
MODIFIED CASH
(Part I, column (d) must be on cash basis.)
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach
schedule)..............  
2 Check bullet
Sch. B ...............
3 Interest on savings and temporary cash investments 261,306 261,306  
4 Dividends and interest from securities...... 1,336,076 1,336,076  
5a Gross rents.............. 661,604 661,604  
b Net rental income or (loss) 300,663
6a Net gain or (loss) from sale of assets not on line 10 7,741,393
b Gross sales price for all assets on line 6a 28,035,894
7 Capital gain net income (from Part IV, line 2)... 7,741,393
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 56,669 56,669  
12 Total. Add lines 1 through 11........ 10,057,048 10,057,048  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 153,842 46,153   107,689
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 636 0   636
b Accounting fees (attach schedule)....... Click to see attachment 7,800 0   7,800
c Other professional fees (attach schedule).... Click to see attachment 382,512 382,512   0
17 Interest............... 9,955 9,955   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 147,527 7,527   0
19 Depreciation (attach schedule) and depletion... Click to see attachment 365,481 360,941  
20 Occupancy.............. 18,737 4,684   14,053
21 Travel, conferences, and meetings....... 695 0   695
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 123,923 30,464   93,459
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,211,108 842,236   224,332
25 Contributions, gifts, grants paid........ 5,010,940 5,010,940
26 Total expenses and disbursements. Add lines 24 and 25 6,222,048 842,236   5,235,272
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 3,835,000
b Net investment income (if negative, enter -0-) 9,214,812
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2014)
Form 990-PF (2014)
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............... -1    
2 Savings and temporary cash investments.......... 738,479 3,288,489 3,288,489
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule) 2,838,113 Click to see attachment3,101,836 3,101,836
b Investments—corporate stock (attach schedule)........ 91,616,750 Click to see attachment84,479,908 84,479,908
c Investments—corporate bonds (attach schedule)........ 6,021,165 Click to see attachment7,468,141 7,468,141
11 Investments—land, buildings, and equipment: basis bullet6,878,635
Less: accumulated depreciation (attach schedule) bullet2,388,505 4,851,069 Click to see attachment4,490,130 8,700,000
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........      
14 Land, buildings, and equipment: basis bullet58,831
Less: accumulated depreciation (attach schedule) bullet46,849 4,821 Click to see attachment11,982 11,982
15 Other assets (describe bullet) Click to see attachment656 Click to see attachment486 Click to see attachment486
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 106,071,052 102,840,972 107,050,842
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................... 104,164,511 100,884,492
25 Temporarily restricted................ 265,246 15,023
26 Permanently restricted................ 1,641,295 1,941,457
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 instructions)...... 106,071,052 102,840,972
31 Total liabilities and net assets/fund balances (see instructions).. 106,071,052 102,840,972
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)............... 1 106,071,052
2 Enter amount from Part I, line 27a..................... 2 3,835,000
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 109,906,052
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 7,065,080
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 102,840,972
Form 990-PF (2014)
Form 990-PF (2014)
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      
b CAPITAL GAINS OF PRIVATE EQUITY SECURITIES P    
c CAPITAL GAIN DISTRIBUTIONS P    
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 25,732,993   20,294,501 5,438,492
b 629,484     629,484
c 1,673,417     1,673,417
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       5,438,492
b       629,484
c       1,673,417
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 7,741,393
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 . . . . . . . . . . . . . . . . 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see 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))
2013 4,807,287 106,306,333 0.045221
2012 4,505,233 95,632,465 0.047110
2011 4,248,062 91,535,173 0.046409
2010 4,053,589 91,964,381 0.044078
2009 4,524,057 83,847,926 0.053956
2 Total of line 1, column (d) ...................... 2 0.236774
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 0.047355
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 107,955,671
5 Multiply line 4 by line 3....................... 5 5,112,241
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 92,148
7 Add lines 5 and 6......................... 7 5,204,389
8 Enter qualifying distributions from Part XII, line 4.............. 8 5,246,976
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2014)
Form 990-PF (2014)
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 92,148
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 92,148
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 92,148
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 146,748
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.............. 7 146,748
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 54,600
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet54,600 RefundedBullet 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 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 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 2014 or the taxable year beginning in 2014 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.SOMFARDMORE.ORG
    14
    The books are in care ofbulletFOUNDATION 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 2014, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........
    1b
     
    No
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2014?.............
    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 2014, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2014?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?........................
    b
    If "Yes," did it have excess business holdings in 2014 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 2014.)....................
    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 2014?
    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 4945(d)(4)(A)? (see instructions)..................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........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 (2014)
    Form 990-PF (2014)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    LARRY PULLIAM PRESIDENT
    30.00     		153,842 0 1,524
    PO BOX 1409
    ARDMORE,OK73402
    KEITH TROOP DIRECTOR
    0.40     		0 0 0
    RT 1 BOX 671
    MARIETTA,OK73448
    DON CHAFFIN DIRECTOR
    0.40     		0 0 0
    PO BOX 1766
    ARDMORE,OK73402
    MIKE MORDY DIRECTOR
    0.40     		0 0 0
    110 WEST MAIN
    ARDMORE,OK73401
    RON CROSBY DIRECTOR
    0.40     		0 0 0
    519 SUNSET
    ARDMORE,OK73401
    G BRIDGER COX DIRECTOR
    0.40     		0 0 0
    PO BOX 1689
    ARDMORE,OK73402
    PHIL MCANALLY DIRECTOR
    0.40     		0 0 0
    320 A ST NE
    ARDMORE,OK73401
    HENRY ROBERTS DIRECTOR
    0.40     		0 0 0
    1316 12TH AVE NW
    ARDMORE,OK73401
    SAM DAUBE DIRECTOR
    0.40     		0 0 0
    PO BOX 38
    ARDMORE,OK73402
    BILL OWEN DIRECTOR
    0.40     		0 0 0
    PO BOX 2480
    ARDMORE,OK73402
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    BARROW HANLEY MEWHINNEY & STRAUSS INC INVESTMENT ADVSIOR 114,289
    3232 MCKINNEY 15TH FLOOR
    DALLAS,TX75204
    MERCY MEMORIAL HEALTH CENTER CONTRACT LEASED EMPLOYEES 84,583
    1011 14TH AVENUE NW
    ARDMORE,OK73401
    ELLWOOD ASSOCIATES INVESTMENT ADVSIOR 84,093
    104 S MICHIGAN AVE 1100
    CHICAGO,IL60603
    LUTHER KING CAPITAL MANAGEMENT INVESTMENT ADVSIOR 77,951
    301 COMMERCE ST STE 1600
    FT WORTH,TX76102
    WALTON STREET MANAGERS VII LP INVESTMENT ADVSIOR 24,376
    900 NORTH MICHIGAN AVE STE 1900
    CHICAGO,IL60611
    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 (2014)
    Form 990-PF (2014)
    Page 8
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    101,325,615
    b
    Average of monthly cash balances.......................
    1b
    74,051
    c
    Fair market value of all other assets (see instructions)................
    1c
    8,200,000
    d
    Total (add lines 1a, b, and c).........................
    1d
    109,599,666
    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
    109,599,666
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    1,643,995
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    107,955,671
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    5,397,784
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    5,397,784
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    92,148
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
    1,272
    c
    Add lines 2a and 2b............................
    2c
    93,420
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    5,304,364
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    5,304,364
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    5,304,364
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    5,235,272
    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
    11,704
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    5,246,976
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
    92,148
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    5,154,828
    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 (2014)
    Form 990-PF (2014)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2013     		(c)
    2013     		(d)
    2014
    1 Distributable amount for 2014 from Part XI, line 7 5,304,364
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only....... 4,979,715
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2014:
    a From 2009.......  
    b From 2010.......  
    c From 2011.......  
    d From 2012.......  
    e From 2013.......  
    fTotal of lines 3a through e......... 0
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 5,246,976
    a Applied to 2013, but not more than line 2a 4,979,715
    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 2014 distributable amount..... 267,261
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2014. 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 2013. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2014. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		5,037,103
    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
    8Excess distributions carryover from 2009 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2010....  
    b Excess from 2011....  
    c Excess from 2012....  
    d Excess from 2013....  
    e Excess from 2014....  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2014, 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) 2014 (b) 2013 (c) 2012 (d) 2011
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    LARRY PULLIAM PRESIDENT
    333 W MAIN SUITE 220
    ARDMORE,OK73401
    (580) 226-0700
    bThe form in which applications should be submitted and information and materials they should include:
    APPLICATION SHOULD INCLUDE A DESCRIPTION AND AMOUNT OF THE REQUEST, FINANCIAL STATEMENTS, AND THE PUBLIC CHARITY STATUS OF THE REQUESTING ENTITY.
    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 (2014)
    Form 990-PF (2014)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ARBUCKLE AREA COUNCIL #468-BOY SCOUTS OF AMERICA
    PO BOX 5309
    ARDMORE,OK73403     		  PC MATCH STAFF, OFFICER, TRUSTEE CONTRIBUTIONS 400
    ARBUCKLE LIFE SOLUTIONS INC
    9 10TH AVENUE NW
    ARDMORE,OK73401     		  PC 2015 OPERATING SUPPORT 50,000
    ARBUCKLE LIFE SOLUTIONS INC
    9 10TH AVENUE NW
    ARDMORE,OK73401     		  PC MATCH STAFF, OFFICER, TRUSTEE CONTRIBUTIONS 300
    ARDMORE CITY SCHOOLS ENRICHMENT FNDTN
    PO BOX 1709
    ARDMORE,OK734021409     		  PC MATCH STAFF, OFFICER, TRUSTEE CONTRIBUTIONS 400
    ARDMORE HABITAT FOR HUMANITY INC
    PO BOX 2412
    ARDMORE,OK734022412     		  PC MATCH STAFF, OFFICER, TRUSTEE CONTRIBUTIONS 450
    ARDMORE REGIONAL PARK AUTHORITY
    PO BOX 249
    ARDMORE,OK73402     		  PC MATCH STAFF, OFFICER, TRUSTEE CONTRIBUTIONS 350
    ARDMORE SCHOOL DISTRICT I-19
    PO BOX 1709
    ARDMORE,OK734021709     		  PC FY15 SCHOOL RESOURCE OFFICERS 102,375
    ARDMORE SCHOOL DISTRICT I-19
    PO BOX 1709
    ARDMORE,OK734021709     		  PC FY15 SCHOOL NURSES 132,000
    CSARA FOUNDATION INC
    PO BOX 1396
    ARDMORE,OK73402     		  PC 2015 CRISIS ED SPECIALIST'S SAL & TRAINING 20,000
    CAMERON UNIVERSITY FOUNDATION INC
    2800 WEST GORE BLVD
    LAWTON,OK735056377     		  PC MATCH STAFF, OFFICER, TRUSTEE CONTRIBUTIONS 150
    CITIES IN SCHOOLS INC
    10 W MAIN SUITE 313
    ARDMORE,OK73401     		  PC PAYROLL, AND RENT EXPENSE THRU 8/31/16 130,000
    COMMUNITY CHILDREN'S SHELTER & FAMILY SERVICE CENTER
    PO BOX 246
    ARDMORE,OK734020246     		  PC COUNSELING PROGRAM IMPLEMENTATION 29,631
    FAMILY SHELTER OF SO OK - SRV FOR VICTIMS
    VICTIMS OF DOMESTIC VIOLENCE INC
    ARDMORE,OK73401     		  PC SHELTER PROGRAM & ADVOCATE FY15 SUPPORT 40,000
    FELLOWSHIP OF CHRISTIAN ATHLETES
    PO BOX 2594
    ARDMORE,OK73402     		  PC MATCH STAFF, OFFICER, TRUSTEE CONTRIBUTIONS 950
    FIRST UNITED METHODIST CHURCH PRESCHOOL
    501 W MAIN STREET
    ARDMORE,OK73401     		  PC PRESCHOOL SCHOLARSHIPS FY15 10,000
    FOOD & RESOURCE CNTR OF SO CNTRL OKLA INC
    100 W MAIN SUITE 300
    ARDMORE,OK73401     		  PC MATCH STAFF, OFFICER, TRUSTEE CONTRIBUTIONS 850
    GIRL SCOUTS - WESTERN OKLAHOMA INC
    6100 N ROBIINSON AVE
    OKLAHOMA CITY,OK731187435     		  PC FALL 2014 ARDMORE AREA "EAT, PLAY, GIRL SCOUTS" 5,000
    GLORIA AINSWORTH CHILD CARE AND LEARNING CENTER INC
    502 G STREET NE
    ARDMORE,OK73401     		  PC OPERATING SUPPORT FYE 9/30/15 37,500
    GOOD SHEPHERD COMMUNITY CLINIC INC
    20 12TH AVE NW
    ARDMORE,OK73401     		  PC OPERATING SUPPORT 709,000
    GOOD SHEPHERD COMMUNITY CLINIC INC
    20 12TH AVE NW
    ARDMORE,OK73401     		  PC MAMMOGRAM PROGRAM 4,907
    GRACE CENTER OF SOUTHERN OKLAHOMA
    11 A STREET NW
    ARDMORE,OK73401     		  PC 2015 OPERATING SUPPORT 25,000
    GREATER ARDMORE SCHOLARSHIP FOUNDATION
    301 W MAIN SUITE 210
    ARDMORE,OK73401     		  PC SCHOLARSHIPS 47,500
    HFV WILSON COMMUNITY CENTER
    PO BOX 502
    ARDMORE,OK73402     		  PC OPERATING SUPPORT 60,000
    HICKORY CREEK CHILD CENTER INC
    1408 4TH AVE NW
    ARDMORE,OK73401     		  PC CLASSROOM RENOVATION & EQUIPMENT 5,500
    LEGAL AID SERVICES OF OKLAHOMA INC
    2915 N CLASSEN SUITE 500
    OKLAHOMA CITY,OK73106     		  PC MEDICAL/LEGAL PROJECT WITH MERCY ARDMORE 25,000
    MARSHALL COUNTY EMS DISTRICT
    PO BOX 707
    MADILL,OK73446     		  PC NEW AMBULANCE 60,000
    MEDICAL EQUIPMENT ASSISTANCE PROGRAM INC
    2525 3RD AVENUE NE
    ARDMORE,OK73401     		  PC 2015 OPERATING SUPPORT 70,000
    MERCY HEALTH FOUNDATION ARDMORE
    1011 14TH AVENUE NW
    ARDMORE,OK73401     		  PC HOSPITAL EQUIPMENT REPLACEMENT CAMPAIGN 100,000
    MERCY HEALTH FOUNDATION ARDMORE
    1011 14TH AVENUE NW
    ARDMORE,OK73401     		  PC YEAR 2 SCHOOL NUTRITION PROGRAM 143,350
    MERCY MEMORIAL HEALTH CENTER
    1011 14TH AVENUE NW
    ARDMORE,OK73401     		  PC INDIGENT CARE REIMBURSEMEMT 10,462
    MORE FOUNDATION
    301 W MAIN SUITE 210
    ARDMORE,OK73401     		  PC SCHOLARSHIPS 40,500
    NATIONAL MATH AND SCIENCE INITIATIVE INC
    8350 N CENTRAL EXPRESSWAY SUITE
    M-2200
    DALLAS,TX75206     		  PC COLLEGE READINESS ARDMORE CITY SCHOOLS FY15 50,000
    OAK HALL
    PO BOX 1807
    ARDMORE,OK73402     		  PC FY15 NEEDS BASED SCHOLARSHIPS 20,000
    OAK HALL
    PO BOX 1807
    ARDMORE,OK73402     		  PC MATCH STAFF, OFFICER, TRUSTEE CONTRIBUTIONS 100
    OKLAHOMA CENTER FOR NONPROFITS INC
    720 W WILSHIRE BLVD SUITE 115
    OKLAHOMA CITY,OK73116     		  PC FACILITATED PEER GROUP PROJECT IN ARDMORE 14,000
    OKLAHOMA MEDICAL RESEARCH FOUNDATION
    825 NE 13TH STREET
    OKLAHOMA CITY,OK73104     		  PC RESEARCH 10,000
    OKLAHOMA SCHOOL OF SCIENCE & MATH FOUNDATION
    1141 N LINCOLN BOULEVARD
    OKLAHOMA CITY,OK73104     		  PC ARD REGION CNTR PHYSICS POSITION 2014/15 32,500
    OKLAHOMA UNITED METHODIST CIRCLE OF CARE
    1501 NW 24TH SUITE 214
    OKLAHOMA CITY,OK73106     		  PC MATCH STAFF, OFFICER, TRUSTEE CONTRIBUTIONS 2,000
    READING ROOM INC
    P O BOX 1807
    ARDMORE,OK73402     		  PC FY15 READING THERAPISTS 60,000
    REGIONAL FOOD BANK OF OKLAHOMA
    PO BOX 270968
    OKLAHOMA CITY,OK731370968     		  PC CAPITAL COSTS ARDMORE FOOD RESOURCE CNTR 150,000
    SALVATION ARMY
    PO BOX 1483
    ARDMORE,OK73402     		  PC MATCH STAFF, OFFICER, TRUSTEE CONTRIBUTIONS 550
    SO OKLAHOMA HIGHER EDUCATION FOUNDATION
    611 VETERANS BOULEVARD
    ARDMORE,OK73401     		  PC PHASE I UCSO "BLDG A COLLEGE CAMPUS" 2,700,000
    SOUTHERN OKLAHOMA AMBULANCE SERVICE INC
    PO BOX 1387
    ARDMORE,OK73402     		  PC AMBULANCE PURCHASE 69,715
    YMCA OF ARDMORE OKLAHOMA
    920 15TH NW
    ARDMORE,OK73401     		  PC MATCH STAFF, OFFICER, TRUSTEE CONTRIBUTIONS 500
    YW8 INC
    7 WEST BROADWAY
    ARDMORE,OK73401     		  PC FYE 6/30/15 OPERATING SUPPORT 40,000
    Total .................................bullet 3a 5,010,940
    bApproved for future payment
    ARBUCKLE LIFE SOLUTIONS INC
    9 10TH AVENUE NW
    ARDMORE,OK73401     		  PC 3 YEARS GENERAL OPERATING SUPPORT 50,000
    ARDMORE HABITAT FOR HUMANITY INC
    PO BOX 2412
    ARDMORE,OK73402     		  PC HOME CONSTRUCTION SPONSORSHIP 20,000
    ARDMORE SCHOOL DISTRICT I-19
    800 M STREET NE
    ARDMORE,OK73401     		  PC SCHOOL RESOURCE OFFICERS - 3 YRS SUPPORT 160,125
    ARDMORE SCHOOL DISTRICT I-19
    800 M STREET NE
    ARDMORE,OK73401     		  PC SCHOOL NURSES - FY15, 16, 17 268,000
    CHICKASAW REGIONAL LIBRARY SYSTEM
    601 RAILWAY EXPRESS
    ARDMORE,OK73401     		  PC ARDMORE HEADQUARTERS LIBRARY RENOVATION 50,000
    COMMUNITY CHILDREN'S SHELTER & FAMILY SERVICE CNTR
    PO BOX 246
    ARDMORE,OK73402     		  PC COUNSELING PRGM IMPLEMENTATION FY16 & 17 160,369
    FAMILY SHELTER OF SOUTHERN OKLAHOMA
    117 B STREET SW
    ARDMORE,OK73401     		  PC SHELTER PROGRAM & SHELTER ADVOCATE FYE 6/30/16 40,000
    FIRST UNITED METHODIST CHURCH PRESCHOOL
    501 WEST MAIN STREET
    ARDMORE,OK73401     		  PC PRESCHOOL SCHOLARSHIPS FY16 10,000
    GLORIA S AINSWORTH DAY CARE CENTER INC
    502 G STREET NE
    ARDMORE,OK73401     		  PC OPERATING SUPPORT FYE 9/30/15 & FY9/30/16 37,500
    GOOD SHEPHERD COMMUNITY CLINIC INC
    20 12TH AVE NW
    ARDMORE,OK73401     		  PC MAMMOGRAM PROGRAM 40,093
    GOOD SHEPHERD COMMUNITY CLINIC INC
    20 12TH AVE NW
    ARDMORE,OK73401     		  PC OPR SUPPORT NOV-DEC 2014, 2015, 2016, 2017 1,000,000
    MORE FOUNDATION
    301 W MAIN SUITE 210
    ARDMORE,OK73401     		  PC SCHOLARSHIPS 127,000
    LIMBS FOR LIFE FOUNDATION
    218 E MAIN STREET
    OKLAHOMA CITY,OK73104     		  PC PROSTHETIC LIMBS TO AMPUTEES IN ARDMORE AREA 7,500
    MENTAL HEALTH SERVICES OF SOUTHERN OKLAHOMA
    2530 S COMMERCE
    ARDMORE,OK73401     		  PC ELECTRONIC HEALTH RECORD IMPLEMENTATION 200,000
    MERCY HEALTH FOUNDATION ARDMORE
    1011 14TH AVE NW
    ARDMORE,OK73401     		  PC SCHOOL NUTRITION ENHANCEMENT 2014, 2015, 2016 145,400
    MURRAY STATE COLLEGE FOUNDATION
    1 MURRAY CAMPUS
    TISHOMINGO,OK73460     		  PC NURSING/ALLIED HEALTH/CHILD DEVE BLDG EXPANSION 1,500,000
    NATIONAL MATH AND SCIENCE INITIATIVE
    8350 N CENTRAL EXPRESSWAY SUITE
    M-2200
    DALLAS,TX75206     		  PC COLLEGE READINESS PRGM FOR SO CENTRAL OKLA 100,000
    REGIONAL FOOD BANK OF OKLAHOMA INC
    PO BOX 270968
    OKLAHOMA CITY,OK731370968     		  PC ARDMORE FOOD RESOURCE CENTER 150,000
    SOUTHERN OKLAHOMA HIGHER EDUCATION FOUNDATION
    611 VETERANS BLVD
    ARDMORE,OK73401     		  PC HEALTH, SCIENCE & MATH BUILDING (PHASE I) 800,000
    SUNSHINE INDUSTRIES INC
    500 PARK STREET SE
    ARDMORE,OK73401     		  PC NEW ADULT DAY SERVICES FACILITY 1,000,000
    YOUNG MEN'S CHRISTIAN ASSOCIATION OF ARDMORE OK
    920 15TH AVE NW
    ARDMORE,OK73401     		  PC CAP CAMPAIGN FOR BLDG EXPANSION - ADDL FUNDS 22,300
    Total .................................bullet 3b 5,888,287
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............     		    14 261,306  
    4 Dividends and interest from securities....     14 1,336,076  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....     16 300,663  
    6
    Net rental income or (loss) from personal property .............     		         
    7 Other investment income.....     18 56,669  
    8
    Gain or (loss) from sales of assets other than inventory .............     		    18 7,741,393  
    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 9,696,107 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    139,696,107
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2014)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2014 AccountingFeesSchedule
    Name:
    SOUTHERN OKLAHOMA MEMORIAL FOUNDATION INC
    EIN: 73-1300662
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    AUDIT & TAX PREP 7,800 0   7,800

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

    TY 2014 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
    MEDICAL OFFICE BUILDING 2008-07-01 5,280,876 801,172 SL 39.000000000000 135,407 135,407    
    IMPROVEMENTS - UROLOGY CENTER 2008-07-01 283,991 243,420 SL 7.000000000000 40,571 40,571    
    IMPROVEMENTS - HEART & VASCULAR 2008-12-01 74,826 59,681 SL 7.000000000000 10,689 10,689    
    IMPROVEMENTS - OLIVR 2008-12-01 136,191 108,629 SL 7.000000000000 19,456 19,456    
    IMPROVEMENTS - SUNGA 2008-12-01 104,288 83,181 SL 7.000000000000 14,898 14,898    
    IMPROVEMENTS - PAPIN 2008-12-01 64,308 51,294 SL 7.000000000000 9,187 9,187    
    IMPROVEMENTS - GILMORE 2008-12-01 119,806 95,559 SL 7.000000000000 17,115 17,115    
    IMPROVEMENTS - ARDMORE SURGICAL 2008-12-01 298,151 237,811 SL 7.000000000000 42,593 42,593    
    IMPROVEMENTS - TENANT X 2009-06-30 23,185 3,566 SL 39.000000000000 594 594    
    IMPROVEMENTS - MELTON 2008-12-01 369,513 294,733 SL 7.000000000000 52,788 52,788    
    IMPROVEMENTS - BENSON 2011-10-06 123,500 48,518 SL 7.000000000000 17,643 17,643    
    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    
    4 FILE SHELVES 2004-11-23 1,698 1,629 SL 10.000000000000 69 0    
    AVAYA ACS UNIT & 18 DISPLAY SET 2005-01-12 1,679 1,596 SL 10.000000000000 83 0    
    SAVIN 4018D COPIER & ACCESSORIES 2005-01-21 3,402 3,230 SL 10.000000000000 172 0    
    OFFICE FURNITURE - ACCOUNTANT 2005-02-16 4,700 4,406 SL 10.000000000000 294 0    
    OFFICE FURNITURE - RECEPTIONIST 2005-02-16 3,351 3,141 SL 10.000000000000 210 0    
    OFFICE FURNITURE - RECEPTIONIST CHAIR 2005-02-18 167 159 SL 10.000000000000 8 0    
    16 HON BOARD ROOM CHAIRS 2005-02-24 6,480 6,048 SL 10.000000000000 432 0    
    PAOLI EXECUTIVE FURNITURE 2005-03-21 6,995 6,480 SL 10.000000000000 515 0    
    HON EXEC HIGHBACK CHAIR 2005-03-25 415 388 SL 10.000000000000 27 0    
    PAOLI 16' CONFERENCE TABLE 2005-04-04 5,562 5,140 SL 10.000000000000 417 0    
    PAOLI BUFFET CREDENZA 2005-04-04 3,294 3,043 SL 10.000000000000 247 0    
    HON KEYBOARD TRAY 2005-04-04 54 46 SL 10.000000000000 4 0    
    WORK ROOM CABINETS 2005-05-05 2,950 2,704 SL 10.000000000000 246 0    
    HON STORAGE CABINET 2006-08-24 932 729 SL 10.000000000000 93 0    
    PROJECTOR & SCREEN 2006-07-28 1,463 1,463 SL 5.000000000000 0 0    
    HP LASER PRINTER 2420D 2006-09-12 573 573 SL 5.000000000000 0 0    
    DELL OPTIX 780 COMPUTER 2010-05-10 1,793 1,496 SL 5.000000000000 297 0    
    HP COLOR LASER JET CP2025 PRINTER 2010-10-05 408 307 SL 5.000000000000 82 0    
    REFRIGERATOR W/ ICEMAKER 14CU 2012-02-08 563 135 SL 10.000000000000 56 0    
    DELL OPTIPLEX 790 MINITOWER COMPUTER 2011-12-01 1,280 661 SL 5.000000000000 256 0    
    HON EXEC HIGHBACK CHAIR 2014-05-30 436 4 SL 10.000000000000 44 0    
    SAVIN MP2501SP B/W COPIER 2015-01-29 3,465   SL 5.000000000000 289 0    
    IPAD AIR2 QTY 11 2015-01-14 7,553   SL 5.000000000000 653 0    
    IPAD AIR2 2015-02-17 687   SL 5.000000000000 46 0    

    TY 2014 InvestmentsCorpBondsSchedule
    Name:
    SOUTHERN OKLAHOMA MEMORIAL FOUNDATION INC
    EIN: 73-1300662
    Name of Bond End of Year Book Value End of Year Fair Market Value
    CORPORATE BONDS & CERTIFICATES OF DEPOSIT 7,468,141 7,468,141

    TY 2014 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 84,479,908 84,479,908

    TY 2014 InvestmentsGovtObligationsSch
    Name:
    SOUTHERN OKLAHOMA MEMORIAL FOUNDATION INC
    EIN: 73-1300662
    US Government Securities - End of Year Book Value:

    3,101,836
    US Government Securities - End of Year Fair Market Value:

    3,101,836
    State & Local Government Securities - End of Year Book Value:


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


    0


    TY 2014 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 5,280,876 936,579 4,344,297 8,554,167
    IMPROVEMENTS - UROLOGY CENTER 283,991 283,991 0 0
    IMPROVEMENTS - HEART & VASCULAR 74,826 70,370 4,456 4,456
    IMPROVEMENTS - OLIVR 136,191 128,085 8,106 8,106
    IMPROVEMENTS - SUNGA 104,288 98,079 6,209 6,209
    IMPROVEMENTS - PAPIN 64,308 60,481 3,827 3,827
    IMPROVEMENTS - GILMORE 119,806 112,674 7,132 7,132
    IMPROVEMENTS - ARDMORE SURGICAL 298,151 280,404 17,747 17,747
    IMPROVEMENTS - TENANT X 23,185 4,160 19,025 19,025
    IMPROVEMENTS - MELTON 369,513 347,521 21,992 21,992
    IMPROVEMENTS - BENSON 123,500 66,161 57,339 57,339

    TY 2014 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 0
    ADDITIONAL LINES 310 310 0 0
    LOCKING FILE CABINET 266 266 0 0
    METAL SHELVING 119 119 0 0
    USED COMPUTER TABLE 51 51 0 0
    LOCKING FILE CABINET 224 224 0 0
    4 FILE SHELVES 1,698 1,698 0 0
    AVAYA ACS UNIT & 18 DISPLAY SET 1,679 1,679 0 0
    OFFICE FURNITURE - ACCOUNTANT 4,700 4,700 0 0
    OFFICE FURNITURE - RECEPTIONIST 3,351 3,351 0 0
    OFFICE FURNITURE - RECEPTIONIST CHAIR 167 167 0 0
    16 HON BOARD ROOM CHAIRS 6,480 6,480 0 0
    PAOLI EXECUTIVE FURNITURE 6,995 6,995 0 0
    HON EXEC HIGHBACK CHAIR 415 415 0 0
    PAOLI 16' CONFERENCE TABLE 5,562 5,557 5 5
    PAOLI BUFFET CREDENZA 3,294 3,290 4 4
    HON KEYBOARD TRAY 54 50 4 4
    WORK ROOM CABINETS 2,950 2,950 0 0
    HON STORAGE CABINET 932 822 110 110
    PROJECTOR & SCREEN 1,463 1,463 0 0
    HP LASER PRINTER 2420D 573 573 0 0
    DELL OPTIX 780 COMPUTER 1,793 1,793 0 0
    HP COLOR LASER JET CP2025 PRINTER 408 389 19 19
    REFRIGERATOR W/ ICEMAKER 14CU 563 191 372 372
    DELL OPTIPLEX 790 MINITOWER COMPUTER 1,280 917 363 363
    HON EXEC HIGHBACK CHAIR 436 48 388 388
    SAVIN MP2501SP B/W COPIER 3,465 289 3,176 3,176
    IPAD AIR2 QTY 11 7,553 653 6,900 6,900
    IPAD AIR2 687 46 641 641


    TY 2014 LegalFeesSchedule
    Name:
    SOUTHERN OKLAHOMA MEMORIAL FOUNDATION INC
    EIN: 73-1300662
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGALS FEES 636 0   636


    TY 2014 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 656 486 486


    TY 2014 OtherDecreasesSchedule
    Name:
    SOUTHERN OKLAHOMA MEMORIAL FOUNDATION INC
    EIN: 73-1300662
    Description Amount
       


    TY 2014 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
    DUES & SUBSCRIPTIONS 3,985 0   3,985
    EDUCATION & TRAINING 1,447 0   1,447
    CONTRACT EMPLOYEES 84,890 21,222   63,668
    INSURANCE 18,639 0   18,639
    INVESTMENT EXPENSES 8,571 8,571   0
    MISCELLANEOUS 830 0   830
    POSTAGE & DELIVERY 452 0   452
    REPAIRS & MAINTENANCE 1,955 90   1,865
    OFFICE SUPPLIES 3,154 581   2,573


    TY 2014 OtherIncomeSchedule2
    Name:
    SOUTHERN OKLAHOMA MEMORIAL FOUNDATION INC
    EIN: 73-1300662
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    MISCELLANEOUS INCOME 6,056 6,056 6,056
    LEXINGTON CAPITAL PARTNERS VI-A, LP 30,354 30,354 30,354
    PORTFOLIO ADVISORS PRIVATE EQUITY FUND V, LP 13,140 13,140 13,140
    WALTON STREET REAL ESTATE FUND VII, LP 7,119 7,119 7,119


    TY 2014 OtherProfessionalFeesSchedule
    Name:
    SOUTHERN OKLAHOMA MEMORIAL FOUNDATION INC
    EIN: 73-1300662
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    APPRAISAL SERVICES 5,319 5,319   0
    BANK SERVICES CHARGES 730 730   0
    CUSTODY FEES 57,420 57,420   0
    INVESTMENT CONSULTING 319,043 319,043   0


    TY 2014 TaxesSchedule
    Name:
    SOUTHERN OKLAHOMA MEMORIAL FOUNDATION INC
    EIN: 73-1300662
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL EXCISE TAX 140,000 0   0
    FOREIGN TAX 7,527 7,527   0