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
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
ARDMORE INSTITUTE OF HEALTH
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 1269
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ARDMORE, OK73402
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$101,877,133J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 134,459 134,459  
4 Dividends and interest from securities... 188,804 188,804  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 3,774,568
b Gross sales price for all assets on line 6a 4,997,393
7 Capital gain net income (from Part IV, line 2)... 3,774,568
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances 8,484
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule)..... Click to see attachment
List of Attached Documents:
// Content
8,484 8,484
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
2,868,010 2,846,437 0
12 Total. Add lines 1 through 11........ 6,974,325 6,944,268 8,484
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 911,692 282,052 0 629,640
14 Other employee salaries and wages...... 498,531 74,280 0 424,251
15 Pension plans, employee benefits....... 257,496 75,682 0 181,814
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
172,503 162,130 0 10,373
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
119,539 29,885 0 89,654
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
485,474 237,563 0 247,911
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
268,737 75,188 0 54,812
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
4,747 1,188 0
20 Occupancy.............. 69,717 14,856 0 54,861
21 Travel, conferences, and meetings....... 133,907 9,092 0 124,815
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
286,200 32,522 0 316,249
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 3,208,543 994,438 0 2,134,380
25 Contributions, gifts, grants paid....... 2,323,619 2,323,619
26 Total expenses and disbursements. Add lines 24 and 25 5,532,162 994,438 0 4,457,999
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,442,163
b Net investment income (if negative, enter -0-) 5,949,830
c Adjusted net income (if negative, enter -0-)... 8,484
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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............. 932,294 573,493 573,493
2 Savings and temporary cash investments......... 2,396,480 853,556 853,556
3 Accounts receivable right arrow447,226
Less: allowance for doubtful accounts right arrow   580,236 447,226 447,226
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.......... 686,635 52,687 52,687
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 80,377,044 Click to see attachment
List of Attached Documents:
// Content
93,306,925 		93,306,925
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.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow48,189
Less: accumulated depreciation (attach schedule) right arrow18,821 50,326 Click to see attachment
List of Attached Documents:
// Content
29,368 		834,653
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
5,917,381 		Click to see attachment
List of Attached Documents:
// Content
4,773,973 		Click to see attachment
List of Attached Documents:
// Content
5,808,593
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 90,940,396 100,037,228 101,877,133
Liabilities 17 Accounts payable and accrued expenses.......... 336,506 271,577
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)......... 336,506 271,577
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........... 90,603,890 99,765,651
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)..... 90,603,890 99,765,651
30 Total liabilities and net assets/fund balances (see instructions). 90,940,396 100,037,228
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
90,603,890
2
Enter amount from Part I, line 27a .....................
2
1,442,163
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
7,719,598
4
Add lines 1, 2, and 3 ..........................
4
99,765,651
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
99,765,651
Form 990-PF (2023)
Form 990-PF (2023)
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 HILLTOP SECURITIES   2023-05-16 2023-08-23
b OJP ROYALTY INTERESTS D 2021-01-01 2023-04-28
c OTHER ADJUSTMENTS P 2022-12-31 2023-12-31
d COMMONFUND GAINS   2022-12-31 2023-12-31
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 68,499   68,509 -10
b 2,266,288   1,143,408 1,122,880
c 687   10,908 -10,221
d 2,661,919     2,661,919
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       -10
b       1,122,880
c       -10,221
d       2,661,919
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 3,774,568
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
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 82,703
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 82,703
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 82,703
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 172,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 50,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 222,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
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 10 139,297
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow139,297 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
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
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:
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 2023 or the taxable year beginning in 2023? 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
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 arrowPO BOX 1269ARDMOREOK ZIP+4right arrow73402
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 2023, 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
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
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 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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
ROBERT L ROY II BOARD CHAIR
1.00 		8,500 0 1,645
PO BOX 1269
ARDMORE,OK73402
DEXTER SHURNEY VICE CHAIR/TRUSTEE
1.00 		2,000 0 2,475
PO BOX 1269
ARDMORE,OK73402
JAMES MALONE INVESTMENT/FINANCE CHAIR
1.00 		6,500 0 2,858
PO BOX 1269
ARDMORE,OK73402
ELLIOT SMITH PERSONNEL/NOMINATING CHAIR
1.00 		8,500 0 6,040
PO BOX 1269
ARDMORE,OK73402
CYNTHIA RIMA DNPAPNANP-BC SECRETARY
1.00 		7,500 0 2,756
PO BOX 1269
ARDMORE,OK73402
ROY VARTABEDIAN MD TRUSTEE
1.00 		7,500 0 0
PO BOX 1269
ARDMORE,OK73402
HEIDI HITTNER TRUSTEE
1.00 		6,500 0 4,467
PO BOX 1269
ARDMORE,OK73402
RON STOUT MD MPH PRESIDENT/CEO
40.00 		486,811 30,000 0
PO BOX 1269
ARDMORE,OK73402
JANET CALHOUN SENIOR VP/COO/TREASURER
40.00 		369,381 30,000 0
PO BOX 1269
ARDMORE,OK73402
BRENDA REA MD DRPH PTRD TRUSTEE
1.00 		8,500 0 5,671
PO BOX 1269
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
GEOFFREY MARTIN DIRECTOR OF DIGITAL
40.00 		123,116 9,849 13,000
PO BOX 1269
ARDMORE,OK73402
PATRICIA WEAVER BUSINESS MANAGER
40.00 		106,519 8,522 13,000
PO BOX 1269
ARDMORE,OK73402
AMY HANUS PROGRAM DIRECTOR
40.00 		99,045 7,924 9,828
PO BOX 1269
ARDMORE,OK73402
OANA JONES PROGRAM COORDINATOR
40.00 		75,347 4,521 4,476
PO BOX 1269
ARDMORE,OK73402
DIANA FLEMING PROGRAM COORDINATOR
40.00 		67,040 0 0
PO BOX 1269
ARDMORE,OK73402
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
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
HARTZOG CONGER CASON LEGAL FEES 151,244
201 ROBERT S KERR AVE STE 1600
OKLAHOMA CITY,OK73102
SMITH CARNEY & CO ACCOUNTING FEES 104,602
5 S COMMERCE SUITE 33
ARDMORE,OK73401
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 2023 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 (2023)
Form 990-PF (2023)
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
86,675,518
b
Average of monthly cash balances.......................
1b
3,100,958
c
Fair market value of all other assets (see instructions)................
1c
5,807,093
d
Total (add lines 1a, b, and c).........................
1d
95,583,569
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
95,583,569
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,433,754
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
94,149,815
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
4,707,491
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
4,707,491
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
82,703
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
12,061
c
Add lines 2a and 2b............................
2c
94,764
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
4,612,727
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
4,612,727
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
4,612,727
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
4,457,999
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
4,457,999
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 4,612,727
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022...... 139,899
f Total of lines 3a through e ........ 139,899
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 4,457,999
a Applied to 2022, but not more than line 2a 0
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 2023 distributable amount..... 4,457,999
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 139,899 139,899
(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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		14,829
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 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, 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) 2023 (b) 2022 (c) 2021 (d) 2020
         
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 (2023)
Form 990-PF (2023)
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

PRX

1380 SOLDIERS FIELD RD
BOSTON,MA02135 		N/A PUBLIC CHARITY SUPPORT FOR SEASON 3 OF FOOD, WE NEED TO TALK 25,000

GLORIA AINSWORTH CHILD CARE AND LEARNING CENTER INC

502 G STREET NE
ARDMORE,OK73401 		N/A PUBLIC CHARITY FARM TO TABLE PROJECT 12,000

JOHNS HOPKINS UNIVERSITY

1101 E 33RD ST
BALTIMORE,MD21218 		N/A PUBLIC CHARITY TRANSLATION OF A FACILITATOR-LED LIFESTYLE PROGRAM TO A SELF-DIRECTED VIRTUAL PLATFORM: A PILOT TYPE 2 HYBRID EFFECTIVENESS-IMPLEMENTATION STUDY 75,000

NORTH STAR HEALTH

100 RIVER STREET
SPRINGFIELD,VT05156 		N/A PUBLIC CHARITY SCALING WHOLE FOOD AS PRESCRIPTIONS TO AN UNDERSERVED RURAL COMMUNITY 75,000

PATIENT-CENTERED PRIMARY CARE FOUNDATION

1101 CONNECTICUT AVE NW
WASHINGTON,DC20036 		N/A PUBLIC CHARITY ALIGNING COMMUNICATIONS TO FURTHER PAYMENT REFORM THAT SUPPORTS WHOLE PERSON CARE 100,000

MASSACHUSETTS GENERAL HOSPITAL

MASS GENERAL CANCER CENTER AT
WALTHAM
WALTHAM,MA02451 		N/A PUBLIC CHARITY MGH REVERE FOOD PANTRY: HEALTHY FAMILIES CLINIC AND TEACHING KITCHEN PROGRAM: YEAR TWO 125,603

DUPAGE COUNTY HEALTH DEPARTMENT

111 N COUNTY FARM RD
WHEATON,IL60187 		N/A GOVERNMENT AGENCY DUPAGE HEALTH(Y) EATING AND ACTIVE LIVING 75,000

CITY OF ARDMORE

2704 N ROCKFORD RD
ARDMORE,OK73401 		N/A GOVERNMENT AGENCY PICKLEBALL COURT PHASE II 22,000

HEALTH ENHANCEMENT RESEARCH ORGANIZATION

14460 FALLS OF NEUSE ROAD
RALEIGH,NC27614 		N/A PUBLIC CHARITY DEMONSTRATING THE VALUE OF ACTIVATING EMPLOYERS AS AGENTS OF CHANGE IN THE IMPLEMENTATION OF LIFESTYLE MEDICINE 75,000

THE TEACHING KITCHEN COLLABORATIVE INC

101 MIDDLESEX TPKE SUITE 6
BURLINGTON,MA018034914 		N/A PUBLIC CHARITY CONVENING: TEACHING KITCHENS AS CATALYSTS OF ENHANCED HEALTHCARE DELIVERY 100,000

UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER AT TYLER

11937 USHWY 271
TYLER,TX75708 		N/A GOVERNMENT AGENCY INTEGRATING LIFESTYLE MEDICINE INTO MEDICAL EDUCATION 65,780

STANFORD UNIVERSITY

856 HEALTH SCIENCES
REDWOOD CITY,CA94063 		N/A PUBLIC CHARITY LET'S GROW: FOOD AND FARM SUMMER CAMP 100,000

CARILION MEDICAL CENTER

1906 BELLEVIEW AVE SE
ROANOKE,VA240141838 		N/A PUBLIC CHARITY ENHANCING AND EVALUATING A LIFESTYLE MEDICINE CLINIC IN SOUTHWEST VIRGINIA 97,600

LAKE REGION HEALTHCARE CORPORATION

712 S CASCADE ST
FERGUS FALLS,MN56537 		N/A PUBLIC CHARITY RURAL LIFESTYLE MEDICINE PILOT PROGRAM 31,500

OPEN SOURCE WELLNESS

6921 SNOWDON AVE
EL CERRITO,CA94530 		N/A PUBLIC CHARITY SCALING COMMUNITY AS MEDICINE VIA YMCA PARTNERSHIPS 60,000

THE UNIVERSITY OF ARIZONA FOUNDATION FBO THE ANDREW WEIL CENTER FOR INTEGRA

1111 N CHERRY AVE
TUCSON,AZ85721 		N/A PUBLIC CHARITY ADVANCING LIFESTYLE MEDICINE ACTIVITIES WITHIN INTEGRATIVE MEDICINE IN RESIDENCY (IMR) TRAINING 50,000

EDIBLE EDUCATION EXPERIENCE INC

26 E KING ST
ORLANDO,FL32804 		N/A PUBLIC CHARITY WHOLE HEALTH KIDS 50,000

UNIVERSITY OF MISSISSIPPI MEDICAL CENTER

2500 N STATE ST
JACKSON,MS39216 		N/A GOVERNMENT AGENCY N-PALMS: NUTRITION AND PHYSICAL ACTIVITY IN LIFESTYLE MEDICINE SERVICES 63,940

SAINT FRANCIS HOSPITAL INC

6161 S YALE AVE
TULSA,OK74136 		N/A PUBLIC CHARITY SAINT FRANCIS LIFESTYLE MEDICINE PROGRAM 69,350

INLAND WELLNESS INFORMATION NETWORK

1859 W REDLANDS BLVD
REDLANDS,CA92373 		N/A PUBLIC CHARITY VIRTUAL LATINO/A CULINARY & LIFESTYLE MEDICINE SESSIONS 27,500

OHIO STATE UNIVERSITY FOUNDATION

PO BOX 710811
COLUMBUS,OH43201 		N/A PUBLIC CHARITY EXERCISE IS MEDICINE LIFESTYLE MEDICINE (EIM-LM) PILOT PROGRAM 20,000

AMERICAN ACADEMY OF FAMILY PHYSICIANS FOUNDATION

11400 TOMAHAWK CREEK PARKWAY
LEAWOOD,KS66211 		N/A PUBLIC CHARITY CATALYZING VALUE-BASED CARE SUCCESS WITH LIFESTYLE MEDICINE PRINCIPLES 250,000

AMERICAN COLLEGE OF LIFESTYLE MEDICINE

PO BOX 6432
CHESTERFIELD,MO63006 		N/A PUBLIC CHARITY A LIFESTYLE MEDICINE CONVENING ON MEANING, PURPOSE, AND SPIRITUALITY: UNDERSTANDING WHOLE PERSON NEEDS FOR WHOLE PERSON CARE 124,380

MEDSTAR HEALTH INC

10980 GRANTCHESTER WAY
COLUMBIA,MD21044 		N/A PUBLIC CHARITY CULINARY MEDICINE AND NUTRITION CURRICULUM FOR ALL RESIDENTS-IN-TRAINING AT MEDSTAR HEALTH 100,000

KETTERING ADVENTIST HEALTH

3535 SOUTHERN BLVD
KETTERING,OH45429 		N/A PUBLIC CHARITY HEALING DAYTON BY TREATING THE CAUSE AT THE POINT OF CONTACT: PHASE 1 TO BUILD EXPERTISE AND CEMENT COMMUNITY PARTNERSHIPS 69,019

PATIENT-CENTERED PRIMARY CARE FOUNDATION

1101 CONNECTICUT AVE NW
WASHINGTON,DC20036 		N/A PUBLIC CHARITY ALIGNING COMMUNICATIONS TO FURTHER PAYMENT REFORM THAT SUPPORTS WHOLE PERSON CARE 156,208

LOMA LINDA UNIVERSITY

24887 TAYLOR STREET SUITE 202
LOMA LINDA,CA92350 		N/A PUBLIC CHARITY ADVENTIST HEALTH STUDY: THE NEXT GENERATION IN TRANSFORMATIONAL HEALTH KNOWLEDGE (YEAR 5) 100,000

ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE

900 HOPE WAY
ALTAMONTE SPRINGS,FL32714 		N/A PUBLIC CHARITY WELLNESS RETREAT SPONSORSHIP/MENTAL HEALTH & WELLNESS SUPPORT 2,500

EAST ARDMORE REVITALIZATION INC

300 E MAIN STREET FIRST FLOOR WEST
SUITE 2
ARDMORE,OK73401 		N/A PUBLIC CHARITY CONTINUING OPERATIONS 5,000

SPAULDING REHABILITATION INC

300 1ST AVENUE
BOSTON,MA02129 		N/A PUBLIC CHARITY PROGRAM SUPPORT FOR A LIFESTYLE MEDICINE CME PROGRAM ON LIFESTYLE MEDICINE THAT HAS BEEN APPROVED BY THE ABLM FOR CONTINUING EDUCATION CREDITS AND BY THE MASS GENERAL BRIGHAM (MGB) AS CATEGORY 1 AMA CREDITS AND RISK MANAGEMENT CREDITS. 5,000

UNIVERSITY OF ARKANSAS FOR MEDICAL SCIENCES

4301 W MARKHAM ST
LITTLE ROCK,AR72205 		N/A GOVERNMENT AGENCY WE ARE REQUESTING SUPPORT FOR A "FOOD AS MEDICINE" CONTINUING EDUCATION CONFERENCE. 2,000

INFANT CRISIS SERVICES INC

4224 N LINCOLN BLVD
OKLAHOMA CITY,OK73105 		N/A PUBLIC CHARITY INFANT CRISIS SERVICES BABYMOBILE: CHILDHOOD HUNGER FREE ARDMORE 7,500

REAL WORLD WELL-BEING

4833 SANTA MONICA AVENUE 7472
SAN DIEGO,CA92107 		N/A PUBLIC CHARITY PROVIDING SUPPORT FOR PEOPLE/COMMUNITY 5,000

CAMBRIDGE MEDICAL CARE FOUNDATION INC

1493 CAMBRIDGE STREET
CAMBRIDGE,MA02139 		N/A PUBLIC CHARITY LIFESTYLE MEDICINE OUTREACH 10,000

AMERICAN COLLEGE OF LIFESTYLE MEDICINE

PO BOX 6432
CHESTERFIELD,MO63006 		N/A PUBLIC CHARITY A LIFESTYLE MEDICINE CONVENING ON MEANING, PURPOSE, AND SPIRITUALITY: UNDERSTANDING WHOLE PERSON NEEDS FOR WHOLE PERSON CARE 5,000

MOUNT OUTREACH INC

101 F STREET SE
ARDMORE,OK73401 		N/A PUBLIC CHARITY PROVIDING SUPPORT FOR THOSE INDIVIDUALS IN UNDERSERVED COMMUNITIES IN ARDMORE, OK. 3,000

AMERICAN COLLEGE OF OCCUPATIONAL AND ENVIRONMENTAL MEDICINE

25 NORTHWEST POINT BOULEVARD SUITE
700
ELK GROVE VILLAGE,IL60007 		N/A PUBLIC CHARITY RESEARCH AND EDUCATION 5,000

SWEDISH MEDICAL CENTER FOUNDATION

747 BROADWAY
SEATTLE,WA98122 		N/A PUBLIC CHARITY HEALTH SERVICES 5,000

LIFESTYLE MEDICINE WELLNESS PARTNERS INC

6705 38TH AVENUE N
ST PETERSBURG,FL33710 		N/A PUBLIC CHARITY PROVIDING HEALTH AND WELL-BEING SUPPORT FOR PEOPLE/COMMUNITY 5,000

LOMA LINDA UNIVERSITY

24887 TAYLOR STREET SUITE 202
LOMA LINDA,CA92350 		N/A PUBLIC CHARITY ADVENTIST HEALTH STUDY: THE NEXT GENERATION IN TRANSFORMATIONAL HEALTH KNOWLEDGE (YEAR 5) 10,000

APPLES TO ZUCCHINI COOKING SCHOOL

PO BOX 30912
SANTA BARBARA,CA93130 		N/A PUBLIC CHARITY PROVIDING SUPPORT FOR PEOPLE 2,400

THE TEACHING KITCHEN COLLABORATIVE INC

101 MIDDLESEX TPKE SUITE 6
BURLINGTON,MA018034914 		N/A PUBLIC CHARITY CONVENING: TEACHING KITCHENS AS CATALYSTS OF ENHANCED HEALTHCARE DELIVERY 50,000

SIGMA THETA TAU INC

3100 SYCAMORE RD
DEKALB,IL60115 		N/A PUBLIC CHARITY DOCTORAL NURSING STUDENT CONDUCTING RESEARCH TO IMPROVE THE HEALTH AND WELLBEING (LOWER/MAINTAIN WEIGHT, BLOOD PRESSURE, AND INCREASE FIBER) OF THE COMMUNITY THROUGH UTILIZATION AND IN-PERSON, HANDS ON TEACHING OF FULL PLATE LIVING. 4,500

ELEMENT HEALTH

PO BOX 1226
FAIRHOPE,AL36533 		N/A PUBLIC CHARITY "FULL PLATE LIVING & LIFESTYLE 4,725

ARDMORE CHAMBER OF COMMERCE

P O BOX 1585
ARDMORE,OK73402 		N/A PUBLIC CHARITY HEALTHCARE INVESTMENT LEVEL SILVER 2,500

ARDMORE CHAMBER OF COMMERCE

130 D ST NW
ARDMORE,OK73401 		N/A PUBLIC CHARITY PICKLEBALL SPONSORSHIP 300

CITY OF ARDMORE

P O BOX 249
ARDMORE,OK73402 		N/A GOVERNMENT AGENCY 2023 CHIGGER CHASE 3,000

ARDMORE CHAMBER OF COMMERCE

P O BOX 1585
ARDMORE,OK73402 		N/A PUBLIC CHARITY FOL DRIVE THRU TREADMILL TRAINER 600

ARDMORE CHAMBER OF COMMERCE

P O BOX 1585
ARDMORE,OK73402 		N/A PUBLIC CHARITY HEALTHCARE INVESTMENT LEVEL SUPPORTER 300

THE COALITION FOR PHYSICIAN WELL-BEING

900 HOPE WAY
ALTAMONTE SPRINGS,FL32714 		N/A PUBLIC CHARITY PROGRAM SUPPORT 6,200

AMERICAN ACADEMY OF FAMILY PHYSICIANS FOUNDATION

11400 TOMAHAWK CREEK PKWY SUIRE 440
LEAWOOD,KS66211 		N/A PUBLIC CHARITY AAFP FOUNDATION 5,000

OBESITY MEDICINE ASSOCIATION

7173 SOUTH HAVANA ST SUITE 600
CENTENNIAL,CO80112 		N/A PUBLIC CHARITY 2023 SPONSORSHIP 3,500

AMERICAN COLLEGE OF LIFESTYLE MEDICINE

P O BOX 6432
CHESTERFIELD,MO63006 		N/A PUBLIC CHARITY LM2023 PLATINUM SPONSORSHIP 9,600

FQHC

7501 WISONSIN AVE SUITE 1100W
BETHESDA,MD20814 		N/A PUBLIC CHARITY CONFERENCE SPONSORSHIP 2,830

AMERICAN ACADEMY OF FAMILY PHYSICIANS FOUNDATION

11400 TOMAHAWK CREEK PKWY SUITE 440
LEAWOOD,KS66211 		N/A PUBLIC CHARITY PARTNER PROGRAM CONTRIBUTION 10,000

HEALTH ENHANCEMENT RESEARCH ORGANIZATION (HERO)

P O BOX 860732
MINNEAPOLIS,MN55486 		N/A PUBLIC CHARITY HERO FORUM SPONSORSHIP 6,000

4ROOTS

1918 W PRINCETON ST
ORLANDO,FL32804 		N/A PUBLIC CHARITY SPRING SWAG BAG SPONSORSHIP 2,500

RIDE FOR FOOD

P O BOX 1055
DEDHAM,MA02027 		N/A PUBLIC CHARITY RIDE FOR FOOD SPONSORSHIP 2,159

GRANTMAKERS IN HEALTH

1100 CONNECTICUT AVE SUITE 1200
WASHINGTON,DC20036 		N/A PUBLIC CHARITY OPERATIONAL SUPPORT 4,100

OBESITY MEDICINE ASSOCIATION

7173 SOUTH HAVANA ST SUITE 600
CENTENNIAL,CO80112 		N/A PUBLIC CHARITY FALL 2023 CONFERENCE SPONSORSHIP 5,000

MEDITERRANEAN DIET ROUNDTABLE

36 KILSYTH ROAD
BROOKLINE,MA02445 		N/A PUBLIC CHARITY MEDITERRANEAN DIET ROUNDTABLE 575

CULINARY MEDICINE SPECIALIST BOARD

1350 BEVERLY ST SUITE 115
MCLEAN,VA22101 		N/A PUBLIC CHARITY HEALTH MEETS FOOD CONFERENCE SPONSORSHIP 5,000

COALITION FOR PHYSICIAN WELL BEING

900 HOPE WAY
ALTAMONTE SPRINGS,FL32714 		N/A PUBLIC CHARITY PROGRAM SUPPORT 2,950
Total .................................right arrow 3a 2,323,619
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
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 ........... 		    14 134,459  
4 Dividends and interest from securities ....     14 188,804  
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 .....     15 4,047,728  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 3,774,568  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory         8,484
11 Other revenue:
aALLOCATION OF PARTNERSHIP INVESTMENT INCOME 		900003 21,573 14 -1,201,291  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 21,573 6,944,268 8,484
13Total. Add line 12, columns (b), (d), and (e)..................
13
6,974,325
(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 (2023)
Form 990-PF (2023)
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 (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
ARDMORE INSTITUTE OF HEALTH
EIN:
73-0550692
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING/AUDIT FEES 119,539 29,885 0 89,654

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

TY 2023 DepreciationSchedule
Name:
ARDMORE INSTITUTE OF HEALTH
EIN:
73-0550692
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
TREADMILL CYBEX 2013-10-01 5,150 5,150 SL 5.000000000000 0 0 0  
FLOOD LIGHT/CAMERAS/LENS 2012-10-01 9,467 9,467 SL 3.000000000000 0 0 0  
1 APPLE LAPTOP (MICHELLE J.) 2019-12-01 3,407 3,407 SL 3.000000000000 0 0 0  
OK - SECTION 21, 80 ACRES. TOWNSHIP 2 SOUTH, RANGE 3 WEST 1993-12-14 2,150   L 0 % 0 0 0  
OK - SECTION 28, 177.55 ACRES. TOWNSHIP 2 SOUTH, RANGE 3 WEST 1993-12-14 3,362   L 0 % 0 0 0  
OK - SECTION 29, 77.3 ACRES. TOWNSHIP 2 SOUTH, RANGE 3 WEST 1993-12-14 1,567   L 0 % 0 0 0  
OK - SECTION 8, 10 ACRES. TOWNSHIP 3 SOUTH, RANGE 2 WEST 1993-10-19 490   L 0 % 0 0 0  
JEFFERSON COUNTY - 3S-4W SECTION 25 1993-11-01 925   L 0 % 0 0 0  
TX - SEC. 9, BEING SOUTH 80 AC. OF W/2 1993-11-07 1,360   L 0 % 0 0 0  
TX - SEC. 14, 76 AC. OUT OF WEST PART OF NORTH 1993-11-07 4,080   L 0 % 0 0 0  
TX - SEC. 25, THE EAST 182 AC. OF SEC. 25 1993-11-01 3,094   L 0 % 0 0 0  
TX - SEC. 15, THE WEST 106 AC. OF SEC. 15 1993-11-01 2,720   L 0 % 0 0 0  
TX - SEC. 17, SOUTH 40 AC. OF NE/4 1993-11-01 680   L 0 % 0 0 0  
TX - SEC. 24, SOUTH 160 ACRES OF SEC. 24 1993-11-01 2,720   L 0 % 0 0 0  
TX - SEC. 26, 499 AC. OF SURFACE INTEREST ONLY 1993-11-01 8,483   L 0 % 0 0 0  
TX - SEC. 4, 80 ACRES OF SURFACE 1993-11-01 1,360   L 0 % 0 0 0  
TX - SEC. 6, 60 ACRES OUT OF NE 1993-11-07 1,020   L 0 % 0 0 0  
AV SYSTEM 2022-03-01 8,239 1,373 SL 5.000000000000 1,645 0 1,645  
MACBOOK PRO - AMY 2022-01-17 4,708 1,439 SL 3.000000000000 1,569 0 1,569  
MACBOOK PRO - PAUL 2022-01-17 4,600 1,406 SL 3.000000000000 1,533 0 1,533  
OK - SECTION 35. 160 ACRES. TOWNSHIP 2 RANGE 3W 1993-12-14 2,986   L 0 % 0 0 0  

TY 2023 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 93,306,925 93,306,925

TY 2023 LandEtcSchedule2
Name:
ARDMORE INSTITUTE OF HEALTH
EIN:
73-0550692
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
FLOOD LIGHT/CAMERAS/LENS 9,467 9,467 0  
1 APPLE LAPTOP (MICHELLE J.) 3,407 3,407 0  
OK - SECTION 8, 10 ACRES. TOWNSHIP 3 SOUTH, RANGE 2 WEST 490 0 490  
TX - SEC. 9, BEING SOUTH 80 AC. OF W/2 1,360 0 1,360  
TX - SEC. 14, 76 AC. OUT OF WEST PART OF NORTH 4,080 0 4,080  
TX - SEC. 25, THE EAST 182 AC. OF SEC. 25 3,094 0 3,094  
TX - SEC. 15, THE WEST 106 AC. OF SEC. 15 2,720 0 2,720  
TX - SEC. 17, SOUTH 40 AC. OF NE/4 680 0 680  
TX - SEC. 24, SOUTH 160 ACRES OF SEC. 24 2,720 0 2,720  
TX - SEC. 26, 499 AC. OF SURFACE INTEREST ONLY 8,483 0 8,483  
TX - SEC. 4, 80 ACRES OF SURFACE 1,360 0 1,360  
TX - SEC. 6, 60 ACRES OUT OF NE 1,020 0 1,020  
MACBOOK PRO - AMY 4,708 3,008 1,700  
MACBOOK PRO - PAUL 4,600 2,939 1,661  


TY 2023 LegalFeesSchedule
Name:
ARDMORE INSTITUTE OF HEALTH
EIN:
73-0550692
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 172,503 162,130 0 10,373


TY 2023 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 5,915,881 4,772,473 5,807,093
RENT DEPOSIT 1,500 1,500 1,500


TY 2023 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 117,176 8,801 0 108,375
PROMOTIONS 69,057 380 0 68,677
EQUIPMENT LEASE 4,820 1,267 0 3,553
SUPPLIES 28,335 2,560 0 25,775
NETWORK AND SOFTWARE 20,706 2,386 0 18,320
SMALL EQUIPMENT PURCHASES 13,486 3,222 0 10,264
DUES AND SUBSCRIPTIONS 38,672 920 0 37,752
UNRELATED BUSINESS TAX -6,052 0 0 0
FPL SALES 0 0 0 -8,411
ACCRUED EXPENSES ADJUSTMENT 0 12,986 0 51,944


TY 2023 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 4,046,822 4,046,822  
OTHER INCOME 906 906  
ALLOCATION OF PARTNERSHIP INVESTMENT INCOME -1,179,718 -1,201,291 0


TY 2023 OtherIncreasesSchedule
Name:
ARDMORE INSTITUTE OF HEALTH
EIN:
73-0550692
Description Amount
UNREALIZED GAINS/LOSSES 5,989,320
PARTNERSHIP INCOME BOOK/TAX DIFFERENCE 1,730,278


TY 2023 OtherProfessionalFeesSchedule
Name:
ARDMORE INSTITUTE OF HEALTH
EIN:
73-0550692
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER SERVICES 191,060 1,095 0 189,965
PROFESSIONAL CONSULTANTS 110,858 52,912 0 57,946
MANAGEMENT FEES 183,556 183,556 0 0


TY 2023 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 8,411   8,411
OTHER SALES 73   73

TY 2023 TaxesSchedule
Name:
ARDMORE INSTITUTE OF HEALTH
EIN:
73-0550692
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PROPERTY TAXES 58,091 58,091 0 0
EXCISE TAX 138,737 0 0 0
PAYROLL TAXES 71,909 17,097 0 54,812