Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
For calendar year 2022, or tax year beginning 01-01-2022 , and ending 12-31-2022
Name of foundation
ARDMORE INSTITUTE OF HEALTH
 
Number and street (or P.O. box number if mail is not delivered to street address)20 3RD STREET NE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ARDMORE, OK73401
A Employer identification number

73-0550692
B Telephone number (see instructions)

(580) 798-4600
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$92,033,923J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 3,000
2 Check right arrow.............
3 Interest on savings and temporary cash investments 18,021 18,021  
4 Dividends and interest from securities... 15,641 15,641  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 4,496,083
b Gross sales price for all assets on line 6a 6,054,898
7 Capital gain net income (from Part IV, line 2)... 4,496,083
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances 14,846
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule)..... Click to see attachment
List of Attached Documents:
// Content
14,846 14,846
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
8,647,930 8,712,219 0
12 Total. Add lines 1 through 11........ 13,195,521 13,241,964 14,846
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 904,847 282,089 0 622,758
14 Other employee salaries and wages...... 582,181 23,243 0 558,938
15 Pension plans, employee benefits....... 236,917 57,767 0 179,150
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
93,555 85,890 0 7,665
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
107,419 26,855 0 80,564
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
911,344 471,761 0 439,583
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
343,942 92,066 0 63,988
19 Depreciation (attach schedule) and depletion... 6,325 1,581 0
20 Occupancy.............. 68,323 14,601 0 53,722
21 Travel, conferences, and meetings....... 156,221 11,938 0 144,283
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
243,627 11,065 0 113,731
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 3,654,701 1,078,856 0 2,264,382
25 Contributions, gifts, grants paid....... 2,183,306 2,183,306
26 Total expenses and disbursements. Add lines 24 and 25 5,838,007 1,078,856 0 4,447,688
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 7,357,514
b Net investment income (if negative, enter -0-) 12,163,108
c Adjusted net income (if negative, enter -0-)... 14,846
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2022)
Form 990-PF (2022)
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............. 1,411,125 932,294 932,294
2 Savings and temporary cash investments......... 1,642,309 2,396,480 2,396,480
3 Accounts receivable right arrow580,236
Less: allowance for doubtful accounts right arrow   684,069 580,236 580,236
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 454,121 686,635 686,635
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 82,159,608 Click to see attachment
List of Attached Documents:
// Content
80,377,044 		80,377,044
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans............. 62,073 0 0
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow72,568
Less: accumulated depreciation (attach schedule) right arrow22,242 879,013 50,326 834,653
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
6,573,542 		Click to see attachment
List of Attached Documents:
// Content
5,917,381 		Click to see attachment
List of Attached Documents:
// Content
6,226,581
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 93,865,860 90,940,396 92,033,923
Liabilities 17 Accounts payable and accrued expenses.......... 232,521 336,506
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 232,521 336,506
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 93,633,339 90,603,890
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 93,633,339 90,603,890
30 Total liabilities and net assets/fund balances (see instructions). 93,865,860 90,940,396
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
93,633,339
2
Enter amount from Part I, line 27a .....................
2
7,357,514
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
100,990,853
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
10,386,963
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
90,603,890
Form 990-PF (2022)
Form 990-PF (2022)
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 COMMONFUND GAINS   2021-12-31 2022-12-31
b SALE OF OKLAHOMA MINERALS D 2021-01-01 2022-08-09
c SALE OF DORNICK HOUSE AND LAND D 2021-01-01 2022-01-12
d SALE OF OKLAHOMA SURFACE - FORCED D 2021-01-01 2022-08-01
e SALE OF OKLAHOMA SURFACE D 2021-01-01 2022-12-15
OTHER ADJUSTMENTS P 2021-12-31 2022-12-31
(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 759,318     759,318
b 3,950,000   656,161 3,293,839
c 1,295,000 1,131,361 2,024,220 402,141
d 37,594     37,594
e 10,000   900 9,100
2,986   8,895 -5,909
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       759,318
b       3,293,839
c       402,141
d       37,594
e       9,100
      -5,909
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 4,496,083
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Form 990-PF (2022)
Form 990-PF (2022)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 169,067
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 169,067
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- ..... 5 169,067
6 Credits/Payments:
a 2022 estimated tax payments and 2021 overpayment credited to 2022 6a 220,698
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 220,698
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2221 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 51,631
11 Enter the amount of line 10 to be: Credited to 2023 estimated taxright arrow51,631 Refundedright arrow 11 0
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowOK, CA
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 2022 or the taxable year beginning in 2022? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
Form 990-PF (2022)
Form 990-PF (2022)
Page 5
Part VI-A
Statements Regarding Activities (continued)
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowWWW.ARDMOREINSTITUTEOFHEALTH.ORG
14
The books are in care ofright arrowJANET CALHOUN Telephone no.right arrow (580) 798-4600

Located atright arrow20 3RD STREET NEARDMOREOK ZIP+4right arrow73401
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2022, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2022? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2022, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2022?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
Yes
 
b
If "Yes," did it have excess business holdings in 2022 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 2022.) .....................
3b
 
No
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2022? ..
4b
 
No
Form 990-PF (2022)
Form 990-PF (2022)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
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? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
RON STOUT MD MPH PRESIDENT/CEO
40.00 		486,948 18,300 21,565
20 3RD AVE NE
ARDMORE,OK73401
JANET CALHOUN SENIOR VP/COO/ TREASURER
40.00 		369,399 18,300 37,852
20 3RD AVE NE
ARDMORE,OK73401
BRENDA REA MD DRPH PTRD BOARD CHAIR/TRUSTEE
1.00 		9,500 0 3,424
20 3RD AVE NE
ARDMORE,OK73401
FRANKLIN HOUSE MD TRUSTEE
1.00 		1,000 0 0
20 3RD AVE NE
ARDMORE,OK73401
KAREN WADDELL VICE CHAIR/TRUSTEE
1.00 		5,500 0 6,949
20 3RD AVE NE
ARDMORE,OK73401
ROBERT L ROY II INVESTMENT COMMITTEE CHAIR/TRUSTEE
1.00 		6,500 0 6,664
20 3RD AVE NE
ARDMORE,OK73401
TOM DUNLAP TRUSTEE
1.00 		3,000 0 0
20 3RD AVE NE
ARDMORE,OK73401
ROY VARTABEDIAN MD TRUSTEE
1.00 		6,500 0 1,266
20 3RD AVE NE
ARDMORE,OK73401
CYNTHIA RIMA DNPAPNANP-BC SECRETARY/TRUSTEE
1.00 		6,500 0 708
20 3RD AVE NE
ARDMORE,OK73401
ELLIOT SMITH TRUSTEE
1.00 		5,500 0 4,518
20 3RD AVE NE
ARDMORE,OK73401
HEIDI HITTNER TRUSTEE
1.00 		3,000 0 4,457
20 3RD AVE NE
ARDMORE,OK73401
JAMES MALONE TRUSTEE
1.00 		1,500 0 601
20 3RD AVE NE
ARDMORE,OK73401
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
AMY HANUS PROGRAM DIRECTOR
40.00 		88,891 5,333 53,991
20 3RD AVE NE
ARDMORE,OK73401
GEOFFREY MARTIN DIRECTOR OF DIGITAL
40.00 		111,013 6,661 11,507
20 3RD AVE NE
ARDMORE,OK73401
PATRICIA WEAVER BUSINESS MANAGER
40.00 		103,972 6,238 1,584
20 3RD AVE NE
ARDMORE,OK73401
OANA JONES PROGRAM COORDINATOR
40.00 		64,675 2,587 5,847
20 3RD AVE NE
ARDMORE,OK73401
KATELYN THOMPSON TRUSTEE AND GRANTS M
40.00 		60,862 3,652 1,529
20 3RD AVE NE
ARDMORE,OK73401
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2022)
Form 990-PF (2022)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
LEIF RAMSEY PICTURES LLC FILM PRODUCTION 270,000
501 E 16TH ST STE 101
CHATTANOOGA,TN37408
SUPERIOR TITLE SERVICES II LLC TITLE SERVICES 135,550
307 EAST DANFORTH ROAD STE 136
EDMOND,OK73034
SMITH CARNEY & CO ACCOUNTING FEES 96,034
5 S COMMERCE SUITE 33
ARDMORE,OK73401
HALL ESTILL HARDWICK GABLE GOLDEN & NELSON LEGAL FEES 57,135
320 SOUTH BOSTON AVE STE 200
TULSA,OK74103
MARTINDALE CONSULTANTS INC CONSULTING 54,964
4242 NORTH MERIDIAN AVE
OKLAHOMA CITY,OK73112
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1 FULL PLATE LIVING PROGRAM (WEIGHT-LOSS AND DIABETES)MULTIPLE INDIVIDUALS WERE PROVIDED THE FPL PROGRAMS IN 2022 FREE OF CHARGE 0
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2022)
Form 990-PF (2022)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
78,852,652
b
Average of monthly cash balances.......................
1b
4,498,945
c
Fair market value of all other assets (see instructions)................
1c
7,059,734
d
Total (add lines 1a, b, and c).........................
1d
90,411,331
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
90,411,331
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,356,170
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
89,055,161
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
4,452,758
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
4,452,758
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
169,067
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
169,067
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
4,283,691
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
4,283,691
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
4,283,691
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
4,447,688
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
4,447,688
Form 990-PF (2022)
Form 990-PF (2022)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2021 		(c)
2021 		(d)
2022
1 Distributable amount for 2022 from Part X, line 7 4,283,691
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2021 only....... 24,098
b Total for prior years:20, 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2017......  
b From 2018......  
c From 2019......  
d From 2020......  
e From 2021......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2022 from Part
XI, line 4: right arrow$ 4,447,688
a Applied to 2021, but not more than line 2a 24,098
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 2022 distributable amount..... 4,283,691
e Remaining amount distributed out of corpus 139,899
5 Excess distributions carryover applied to 2022. 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 5 139,899
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 2021. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2022. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2023 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2017 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2023.
Subtract lines 7 and 8 from line 6a ...... 		139,899
10 Analysis of line 9:
a Excess from 2018....  
b Excess from 2019....  
c Excess from 2020....  
d Excess from 2021....  
e Excess from 2022.... 139,899
Form 990-PF (2022)
Form 990-PF (2022)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2022, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2022 (b) 2021 (c) 2020 (d) 2019
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
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 right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2022)
Form 990-PF (2022)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

AMERICAN ACADEMY OF FAMILY PHYSICIANS FOUNDATION

11400 TOMAHAWK CREEK PARKWAY STE
440
LEAWOOD,KS66211 		N/A PC FINANCIAL SUPPORT 249,717

AMERICAN ACADEMY OF FAMILY PHYSICIANS FOUNDATION

11400 TOMAHAWK CREEK PARKWAY STE
440
LEAWOOD,KS66211 		N/A PC FINANCIAL SUPPORT 6,000

AMERICAN COLLEGE OF LIFESTYLE MEDICINE

PO BOX 6432
CHESTERFIELD,MO63006 		N/A PC FINANCIAL SUPPORT 50,000

AMERICAN COLLEGE OF LIFESTYLE MEDICINE

PO BOX 6432
CHESTERFIELD,MO63006 		N/A PC FINANCIAL SUPPORT 69,000

AMERICAN COLLEGE OF LIFESTYLE MEDICINE

PO BOX 6432
CHESTERFIELD,MO63006 		N/A PC FINANCIAL SUPPORT 50,000

AMERICAN COLLEGE OF LIFESTYLE MEDICINE

PO BOX 6432
CHESTERFIELD,MO63006 		N/A PC FINANCIAL SUPPORT 7,200

AMERICAN COLLEGE OF LIFESTYLE MEDICINE

PO BOX 6432
CHESTERFIELD,MO63006 		N/A PC FINANCIAL SUPPORT 10,000

AMERICAN COLLEGE OF PREVENTIVE MEDICINE

1200 FIRST STREET NE SUITE 315
WASHINGTON,DC20002 		N/A PC FINANCIAL SUPPORT 6,000

AMERICAN HEART ASSOCIATION

7272 GREENVILLE AVENUE
DALLAS,TX75231 		N/A PC FINANCIAL SUPPORT 100,000

APPLES TO ZUCCHINI COOKING SCHOOL

301 LUGAR DEL CONSUELO
SANTA BARBARA,CA93105 		N/A PC FINANCIAL SUPPORT 45,000

ARDMORE REGIONAL PARK CHIGGER CHASE

PO BOX 249
ARDMORE,OK73402 		N/A PC FINANCIAL SUPPORT 3,000

BE(E) WELL SERVE WELL

20 3RD STREET NE
ARDMORE,OK73401 		N/A PC FINANCIAL SUPPORT 500

CAMBRIDGE HEALTH ALLIANCE

1493 CAMBRIDGE STREET
CAMBRIDGE,MA02139 		N/A PC FINANCIAL SUPPORT 69,000

CHAMBER OF COMMERCE FOUNDATION INC

410 W MAIN ST
ARDMORE,OK73401 		N/A PC FINANCIAL SUPPORT 3,500

CHAMBER OF COMMERCE FOUNDATION INC

410 W MAIN ST
ARDMORE,OK73401 		N/A PC FINANCIAL SUPPORT 600

ARDMORE MAIN STREET TREES

20 3RD SREET NE
ARDMORE,OK73401 		N/A PC FINANCIAL SUPPORT 1,339

THREE SQUARES HUNGER RELIEF

20 3RD SREET NE
ARDMORE,OK73401 		N/A PC FINANCIAL SUPPORT 516

INTERNATIONAL CONGRESS INTEGRATIVE MEDICINE

20 3RD SREET NE
ARDMORE,OK73401 		N/A PC FINANCIAL SUPPORT 1,000

NEIGHBOR TO NEIGHBOR

20 3RD SREET NE
ARDMORE,OK73401 		N/A PC FINANCIAL SUPPORT 250

CITY OF ARDMORE

PO BOX 249
ARDMORE,OK73402 		N/A GOV FINANCIAL SUPPORT 4,200

COALITION FOR PHYSICIANS WELL BEING

900 HOPE WAY
ALTAMONTE SPRINGS,FL32714 		N/A PC FINANCIAL SUPPORT 2,500

COALITION FOR PHYSICIANS WELL BEING

900 HOPE WAY
ALTAMONTE SPRINGS,FL32714 		N/A PC FINANCIAL SUPPORT 5,000

EMORY UNIVERSITY - BERGQUIST

P O BOX 935084
ATLANTA,GA31193 		N/A PC FINANCIAL SUPPORT 100,000

EDIBLE EDUCATION EXPERIENCE

26 E KING ST
ORLANDO,FL32804 		N/A PC FINANCIAL SUPPORT 5,000

EL PASO ADVENTIST JUNIOR ACADEMY

3510 GEORGE DIETER
EL PASO,TX79936 		N/A PC FINANCIAL SUPPORT 2,000

FIRST PORT ST LUCIE SDA CHURCH

320 SW TULIP BLVD
PORT ST LUCIE,FL34953 		N/A PC FINANCIAL SUPPORT 2,000

GLORIA AINSWORTH CHILD CARE & LEARNING CENTER INC

PO BOX 2147
ARDMORE,OK73402 		N/A PC FINANCIAL SUPPORT 300

GIRLS ON THE RUN OF SOUTHERN OKLAHOMA INC

911 W BROADWAY SUITE 110
ARDMORE,OK73401 		N/A PC FINANCIAL SUPPORT 15,000

GOOD NEIGHBOR HOUSE

627 EAST FIRST STREET
DAYTON,OH45402 		N/A PC FINANCIAL SUPPORT 100,000

HEALTH ENHANCEMENT RESEARCH ORGANIZATION

PO BOX 860732
MINNEAPOLIS,MN55486 		N/A PC FINANCIAL SUPPORT 75,000

HEALTH ENHANCEMENT RESEARCH ORGANIZATION

PO BOX 860732
MINNEAPOLIS,MN55486 		N/A PC FINANCIAL SUPPORT 3,000

IMPACT ARDMORE INC

130 D STREET NW
ARDMORE,OK73401 		N/A PC FINANCIAL SUPPORT 4,500

INDIANA LIFESTYLE MEDICINE NETWORK

17520 DARTOWN RD
WESTFIELD,IN46074 		N/A PC FINANCIAL SUPPORT 2,000

INFANT CRISIS SERVICES INC

4224 N LINCOLN BLVD
OKLAHOMA CITY,OK73105 		N/A PC FINANCIAL SUPPORT 7,500

INFANT CRISIS SERVICES INC

4224 N LINCOLN BLVD
OKLAHOMA CITY,OK73105 		N/A PC FINANCIAL SUPPORT 515

LOMA LINDA UNIVERSITY - MAIN

24887 TAYLOR ST STE 202
LOMA LINDA,CA92350 		N/A PC FINANCIAL SUPPORT 100,000

LOMA LINDA UNIVERSITY - MAIN

24887 TAYLOR ST STE 202
LOMA LINDA,CA92350 		N/A PC FINANCIAL SUPPORT 125,000

MASSACHUSETTS GENERAL HOSPITAL

125 NASHUA STREET SUITE 540
BOSTON,MA02114 		N/A PC FINANCIAL SUPPORT 99,960

OUTCASTS UNDER TRANSFORMATION INC (OUT)

177 E ST NW
ARDMORE,OK73401 		N/A PC FINANCIAL SUPPORT 2,500

OZARK CENTER FOR LIFESTYLE MEDICINE INC

2894 N MCKEE CIRCLE SUITE 120
FAYETTEVILLE,AR72703 		N/A PC FINANCIAL SUPPORT 18,500

PLAYERS INTERNATIONAL MANAGEMENT

30 NORTHWEST 1ST AVENUE
DELRAY BEACH,FL33444 		N/A PC FINANCIAL SUPPORT 750

PLAYERS INTERNATIONAL MANAGEMENT

30 NORTHWEST 1ST AVENUE
DELRAY BEACH,FL33444 		N/A PC FINANCIAL SUPPORT 3,000

SOUTHERN ADVENTIST UNIVERSITY

4881 TAYLOR CIR
COLLEGEDALE,TN37315 		N/A PC FINANCIAL SUPPORT 140,000

SPAULDING REHABILITATION INC

300 1ST AVENUE
CHARLESTOWN,MA02129 		N/A PC FINANCIAL SUPPORT 5,000

ST LUCIE COUNTY HEALTH ACCESS NETWORK

3855 US-1
FORT PIERCE,FL34982 		N/A PC FINANCIAL SUPPORT 124,139

TEXAS A&M AGRILIFE EXTENSION

400 HARVEY MITCHELL PKWY SUITE 300
COLLEGE STATION,TX77845 		N/A PC FINANCIAL SUPPORT 40,000

TEXAS A&M AGRILIFE EXTENSION

400 HARVEY MITCHELL PKWY SUITE 300
COLLEGE STATION,TX77845 		N/A PC FINANCIAL SUPPORT 14,999

THE HEALTH PROJECT INC

7700 OLD GEORGETOWN RD SUITE 650
BETHESDA,MD20814 		N/A PC FINANCIAL SUPPORT 5,000

THE TEACHING KITCHEN COLLABORATIVE INC

514 VALLE VISTA AVE
OAKLAND,CA94610 		N/A PC FINANCIAL SUPPORT 50,000

THE 4R FOUNDATION INC

1918 W PRINCETON ST
ORLANDO,FL32804 		N/A PC FINANCIAL SUPPORT 45,000

THE FIRST TWENTY

109 CONWAY AVE
NARBETH,PA19072 		N/A PC FINANCIAL SUPPORT 75,000

THE GRANDVIEW FOUNDATION

405 W GRAND AVENUE
DAYTON,OH45405 		N/A PC FINANCIAL SUPPORT 100,000

THE UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER AT HOUSTON

7000 FANNIN SUITE 1200
HOUSTON,TX77030 		N/A PC FINANCIAL SUPPORT 75,000

THE MOUNT OUTREACH INC

101 F STREET SE
ARDMORE,OK73401 		N/A PC FINANCIAL SUPPORT 3,000

THE CULINARY INSTITUTE OF AMERICA

500 1ST STREET
NAPA,CA94559 		N/A PC FINANCIAL SUPPORT 15,000

THOMAS N LYNN INSTITUTE FOR HEALTHCARE RESEARCH INC

3555 NW 58TH STREET SUITE 800
OKLAHOMA CITY,OK73112 		N/A PC FINANCIAL SUPPORT 1,000

FORT PIERCE SDA CHURCH

2601 VIRGINIA AVE
FORT PIERCE,FL34981 		N/A PC FINANCIAL SUPPORT 2,000

UNIVERSITY OF CENTRAL FLORIDA FOUNDATION INC

12424 RESEARCH PARKWAY SUITE 250
ORLANDO,FL32826 		N/A PC FINANCIAL SUPPORT 24,937

UNIVERSITY OF OKLAHOMA FOUNDATION - COMMUNITY MEDICINE

4502 E 41ST STREET
TULSA,OK74135 		N/A PC FINANCIAL SUPPORT 100,000

UPPER COLUMBIA ACADEMY

3025 E SPANGLE WAVERLY RD
SPANGLE,WA99031 		N/A PC FINANCIAL SUPPORT 5,000

WOLTERS KLUWER HEALTH

16705 COLLECTIVE CENTER DRIVE
CHICAGO,IL60693 		N/A PC FINANCIAL SUPPORT 975

WOLTERS KLUWER HEALTH

16705 COLLECTIVE CENTER DRIVE
CHICAGO,IL60693 		N/A PC FINANCIAL SUPPORT 4,025

YMCA OF ARDMORE

920 15TH AVE NW
ARDMORE,OK73401 		N/A PC FINANCIAL SUPPORT 384

4 ROOTS TREES

210 N PARK AVE
WINTER PARK,FL32789 		N/A PC FINANCIAL SUPPORT 2,000
Total .................................right arrow 3a 2,183,306
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2022)
Form 990-PF (2022)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 18,021  
4 Dividends and interest from securities ....     14 15,641  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....     41 8,647,930  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 4,496,083  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory         14,846
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 13,177,675 14,846
13Total. Add line 12, columns (b), (d), and (e)..................
13
13,192,521
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
1A A MAJOR EXEMPT PURPOSE OF ARDMORE INSTITUTE OF HEALTH IS TO PROMOTE AND ADVOCATE HEALTHY LIFESTYLE CHOICES TO REDUCE AND PREVENT CHRONIC DISEASES IN THE GENERAL PUBLIC. FULL PLATE LIVING PROVIDES AN ONLINE WEIGHT LOSS PROGRAM AND A DIABETES PROGRAM TO CONSUMERS AND EMPLOYER GROUPS.
Form 990-PF (2022)
Form 990-PF (2022)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2022)
Additional Data


Software ID:  
Software Version:  


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

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2022
Name of the organization
ARDMORE INSTITUTE OF HEALTH
 
Employer identification number

73-0550692
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2022)
Schedule B (Form 990) (2022) Page 2
Name of organization
ARDMORE INSTITUTE OF HEALTH
  		Employer identification number
73-0550692
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
TOM DUNLAP
20 3RD STREET NE
 
ARDMORE, OK73401

$ 3,000


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

$  


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

$  


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

$  


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

$  


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

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2022)
Schedule B (Form 990) (2022)
Page 3
Name of organization
ARDMORE INSTITUTE OF HEALTH
  		Employer identification number

73-0550692
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2022)
Schedule B (Form 990) (2022)
Page 4
Name of organization
ARDMORE INSTITUTE OF HEALTH
  		Employer identification number

73-0550692
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2022)
Additional Data


Software ID:  
Software Version:  

TY 2022 AccountingFeesSchedule
Name:
ARDMORE INSTITUTE OF HEALTH
EIN:
73-0550692
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING/AUDIT FEES 107,419 26,855 0 80,564

TY 2022 InvestmentsCorpStockSchedule
Name:
ARDMORE INSTITUTE OF HEALTH
EIN:
73-0550692
Name of Stock End of Year Book Value End of Year Fair Market Value
PUBLICLY TRADED SECURITIES & PARTNERSHIP INTERESTS - HELD AT COMMONFUND 80,377,044 80,377,044

TY 2022 LegalFeesSchedule
Name:
ARDMORE INSTITUTE OF HEALTH
EIN:
73-0550692
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 93,555 85,890 0 7,665


TY 2022 OtherAssetsSchedule
Name:
ARDMORE INSTITUTE OF HEALTH
EIN:
73-0550692
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
OIL AND GAS INTERESTS 6,572,042 5,915,881 6,225,081
RENT DEPOSIT 1,500 1,500 1,500


TY 2022 OtherDecreasesSchedule
Name:
ARDMORE INSTITUTE OF HEALTH
EIN:
73-0550692
Description Amount
UNREALIZED GAINS/LOSSES 7,616,593
PARTNERSHIP INCOME BOOK/TAX DIFFERENCE 2,770,370


TY 2022 OtherExpensesSchedule
Name:
ARDMORE INSTITUTE OF HEALTH
EIN:
73-0550692
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BOARD MEETINGS 131,307 25,003 0 106,304
PROMOTIONS 45,963 123 0 45,840
EQUIPMENT LEASE 4,748 1,187 0 3,561
ACCRUED EXPENSES 0 -20,797 0 -83,188
SUPPLIES 20,146 3,057 0 17,089
FPL SALES 0 0 0 -14,846
NETWORK AND SOFTWARE 34,416 2,434 0 31,982
SMALL EQUIPMENT PURCHASES 7,047 58 0 6,989


TY 2022 OtherIncomeSchedule2
Name:
ARDMORE INSTITUTE OF HEALTH
EIN:
73-0550692
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
NET OIL AND GAS ROYALTY INCOME 5,795,662 5,795,662  
PARTNERSHIP INCOME - CF CAPITAL SECONDARY PARTNERS III 35,143 29,802  
PARTNERSHIP INCOME - CF CAPITAL STRATEGIC SOLUTIONS -15,995 -15,459  
PARTNERSHIP INCOME - CF CAPITAL VENTURE PARTNERS X111 -18,341 -19,420  
PARTNERSHIP INCOME - CF INSTITUTIONAL HIGH QUALITY BOND FUND -95,753 -95,753  
PARTNERSHIP INCOME - CF STRATEGIC DIRECT SERIES LLC 35,875 35,875  
PARTNERSHIP INCOME - CF STRATEGIC SOLUTIONS GLOBAL EQUITY 18,812 18,812  
PARTNERSHIP INCOME - CRITITECH COATINGS, LLC -5 -5  
PARTNERSHIP INCOME - CRITITECH DRUG DEVELOPMENT SERVICES, LLC -683 -683  
PARTNERSHIP INCOME - GRIFFIS PREMIUM APARTMENT FUND IV, LP 125,970 125,970  
PARTNERSHIP INCOME - HARRISON STREET REAL ESTATE PARTNERS IV 115,080 115,080  
PARTNERSHIP INCOME - HARRISON STREET REAL ESTATE PARTNERS V 83,354 83,354  
PARTNERSHIP INCOME - HORSLEY BRIDGE XIII VENTURE LP -45,043 -45,966  
PARTNERSHIP INCOME - SIGULER GUFF SMALL BUYOUT OPP FUND III 148,952 144,382  
PARTNERSHIP INCOME - THACKERAY PARTNERS REALTY FUND V 45,145 32,408  
PARTNERSHIP INCOME - VITAL FARMLAND -37,791 0  
PARTNERSHIP INCOME - UTOPIA COMPLETE, LLC -16,737 0  
OTHER INCOME 2 2  
PARTNERSHIP INCOME - CF PRIVATE CREDIT FUND II 20,680 16,219  
PARTNERSHIP INCOME - CF REAL ESTATE OPPORTUNITY FUND II -6,752 -3,430  
PARTNERSHIP INCOME - CF REIT PORTFOLIO 81,122 81,122  
PARTNERSHIP INCOME - CF STRATEGIC SOLUTIONS GLOBAL EQUITY 2,438,361 2,438,361  
PARTNERSHIP INCOME - CF CAPITAL ENVIRONMENTAL SUSTAINABILITY PARTNERS 2020 -19,642 -5,001  
PARTNERSHIP INCOME - CRITITECH ONCOLOGY -35 -35  
PARTNERSHIP INCOME - CRITITECH PHARMACEUTICALS -214 -214  
PARTNERSHIP INCOME - CF CAPITAL OCIO GLOBAL PE FUND IV -15,473 -12,630  
PARTNERSHIP INCOME - CF CAPITAL VENTURE PARTNERS XIV -23,764 -6,234  


TY 2022 OtherProfessionalFeesSchedule
Name:
ARDMORE INSTITUTE OF HEALTH
EIN:
73-0550692
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER SERVICES 379,360 690 0 378,670
PROFESSIONAL CONSULTANTS 324,580 263,667 0 60,913
MANAGEMENT FEES 207,404 207,404 0 0


TY 2022 SalesOfInventoryList 
Name:
ARDMORE INSTITUTE OF HEALTH
EIN:
73-0550692

Category Gross Sales Cost of Goods Sold Net (Gross Sales Minus
Cost of Goods Sold)
FULL PLATE LIVING SALES, NET OF REBATES & RETURNS 12,421   12,421
OTHER SALES 1,275   1,275
SHIPPING 1,150   1,150

TY 2022 TaxesSchedule
Name:
ARDMORE INSTITUTE OF HEALTH
EIN:
73-0550692
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PROPERTY TAXES 77,416 77,416 0 0
EXCISE TAX 186,857 0 0 0
PAYROLL TAXES 78,638 14,650 0 63,988
UNRELATED BUSINESS TAX 1,031 0 0 0