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 07-01-2023 , and ending 06-30-2024
Name of foundation
SOUTHERN OKLAHOMA MEMORIAL FOUNDATION
INC
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 1409
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ARDMORE, OK734021409
A Employer identification number

73-1300662
B Telephone number (see instructions)

(580) 226-0700
C 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$135,857,561J Accounting method:
MODIFIED CASH
(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 1,829 1,829  
4 Dividends and interest from securities... 1,408,284 1,408,284  
5a Gross rents............ 1,625,043 1,625,043  
b Net rental income or (loss) 1,120,979
6a Net gain or (loss) from sale of assets not on line 10 -196,854
b Gross sales price for all assets on line 6a 22,691,524
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,620,223 1,650,907  
12 Total. Add lines 1 through 11........ 4,458,525 4,686,063  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 156,237 46,871   109,366
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
22,199 0   22,199
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
259,615 259,615   0
17 Interest............... 6,644 6,644   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
336,785 110,089   0
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
504,100 504,064  
20 Occupancy.............. 22,519 5,630   16,889
21 Travel, conferences, and meetings....... 724 0   724
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
292,828 137,821   155,007
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,601,651 1,070,734   304,185
25 Contributions, gifts, grants paid....... 6,411,524 6,411,524
26 Total expenses and disbursements. Add lines 24 and 25 8,013,175 1,070,734   6,715,709
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -3,554,650
b Net investment income (if negative, enter -0-) 3,615,329
c Adjusted net income (if negative, enter -0-)...  
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.............      
2 Savings and temporary cash investments......... 3,458,141 5,326,818 5,326,824
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 39,958,511 Click to see attachment
List of Attached Documents:
// Content
38,419,810 		47,970,215
c Investments—corporate bonds (attach schedule)....... 21,940,374 Click to see attachment
List of Attached Documents:
// Content
20,216,582 		19,887,329
11 Investments—land, buildings, and equipment: basis right arrow15,691,147
Less: accumulated depreciation (attach schedule) right arrow7,401,885 8,793,326 Click to see attachment
List of Attached Documents:
// Content
8,289,262 		17,888,003
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 32,649,226 Click to see attachment
List of Attached Documents:
// Content
30,992,492 		44,785,187
14 Land, buildings, and equipment: basis right arrow46,447
Less: accumulated depreciation (attach schedule) right arrow46,444 39 Click to see attachment
List of Attached Documents:
// Content
3 		3
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 106,799,617 103,244,967 135,857,561
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
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........... 104,096,030 100,406,520
25 Net assets with donor restrictions............ 2,703,587 2,838,447
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)..... 106,799,617 103,244,967
30 Total liabilities and net assets/fund balances (see instructions). 106,799,617 103,244,967
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
106,799,617
2
Enter amount from Part I, line 27a .....................
2
-3,554,650
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
103,244,967
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
103,244,967
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 SALE OF MUTUAL FUNDS P 2022-06-30 2023-06-30
b SALE OF PUBLICLY TRADED SECURITIES   2022-06-30 2023-06-30
c CAPITAL GAINS OF PUBLICLY TRADED SECURITIES   2022-06-30 2023-06-30
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 15,357,579   16,878,766 -1,521,187
b 6,881,024   6,009,612 871,412
c 452,921     452,921
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -1,521,187
b       871,412
c       452,921
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 -196,854
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 50,253
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 50,253
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 50,253
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 98,722
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 98,722
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......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 48,469
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow48,469 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
 
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
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.SOMFARDMORE.ORG
14
The books are in care ofright arrowFOUNDATION Telephone no.right arrow (580) 226-0700

Located atright arrow333 W MAIN ST STE 220ARDMOREOK 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 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
 
No
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
 
 
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
MARY KATE WILSON PRESIDENT
30.00 		156,237 0 0
PO BOX 1409
ARDMORE,OK73402
JELANA AARON DIRECTOR
0.40 		0 0 0
1137 BLACK JACK DRIVE
ARDMORE,OK73401
LAURA CLAY VICE CHAIRMAN
0.40 		0 0 0
4716 HARVEY ROAD
ARDMORE,OK73401
ANN CROSBY DIRECTOR
0.40 		0 0 0
519 SUNSET DRIVE
ARDMORE,OK73401
CURTIS DAVIDSON CHAIRMAN
0.40 		0 0 0
PO BOX 69
ARDMORE,OK73402
GENE LITTEKEN DIRECTOR
0.40 		0 0 0
1103 WALNUT DRIVE
ARDMORE,OK73401
CODY NOBLE DIRECTOR
0.40 		0 0 0
163 VALLEY RANCH RD
ARDMORE,OK73401
MARK RIESEN SECRETARY
0.40 		0 0 0
PO BOX 2178
ARDMORE,OK73402
JEFFREY ROTHER DIRECTOR
0.40 		0 0 0
3501 HIGHLAND OAKS CIRCLE
ARDMORE,OK73401
GIL WALLACE DIRECTOR
0.40 		0 0 0
PO BOX 516
ARDMORE,OK73402
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................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
MERCY MEMORIAL HEALTH CENTER CONTRACT LEASED EMPLOYEES 149,459
1011 14TH AVENUE NW
ARDMORE,OK73401
CAPFINANCIALPARTNERS LLC INVESTMENT ADVISOR 94,853
PO BOX 896952
CHARLOTTE,NC282896982
BARROW HANLEY MEWHINNEY & STRAUSS INC INVESTMENT ADVISOR 91,063
3232 MCKINNEY 15TH FLOOR
DALLAS,TX75204
BANK OF OKLAHOMA INVESTMENT ADVISOR 60,779
PO BOX 2300
TULSA,OK74192
WALTON STREET CAPTIAL LLC INVESTMENT ADVISOR 58,610
900 N MICHIGAN AVE SUITE 1900
CHICAGO,IL60611
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  
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
115,687,829
b
Average of monthly cash balances.......................
1b
204,004
c
Fair market value of all other assets (see instructions)................
1c
17,888,000
d
Total (add lines 1a, b, and c).........................
1d
133,779,833
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
133,779,833
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
2,006,697
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
131,773,136
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
6,588,657
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
6,588,657
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
50,253
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
50,253
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
6,538,404
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
6,538,404
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
6,538,404
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
6,715,709
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
6,715,709
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 6,538,404
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 6,069,635
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......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 6,715,709
a Applied to 2022, but not more than line 2a 6,069,635
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..... 646,074
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 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 .......... 		5,892,330
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 e-mail address of the person to whom applications should be addressed:
MARY KATE WILSON PRESIDENT
333 W MAIN SUITE 220
ARDMORE,OK73401
(580) 226-0700
bThe form in which applications should be submitted and information and materials they should include:
APPLICATION SHOULD INCLUDE A DESCRIPTION AND AMOUNT OF THE REQUEST, FINANCIAL STATEMENTS, AND THE PUBLIC CHARITY STATUS OF THE REQUESTING ENTITY.
cAny submission deadlines:
MARCH 1; JUNE 1; SEPTEMBER 1; DECEMBER 1
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
GENERALLY RESTRICTED TO GEOGRAPHICAL AREA OF 50 MILE RADIUS OF ARDMORE, OK WITHIN THE STATE OF OKLAHOMA.
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

20TH DISTRICT DRUG COURT INC

58 BROADLAWN VILLAGE
ARDMORE,OK73401 		NONE PC BUILDING PURCHASE (58 BROADLAWN) 70,000

A PLUS READING INC

1717 WINCHESTER
ARDMORE,OK73401 		NONE PC FYE 7/31/24 READING THERAPIST SALARIES 60,000

A PLUS READING INC

1717 WINCHESTER
ARDMORE,OK73401 		NONE PC OPERATING SUPPORT 1,000

A PLUS READING INC

1717 WINCHESTER
ARDMORE,OK73401 		NONE PC OPERATING SUPPORT 500

AMERICAN CANCER SOCIETY INC

PO BOX 22958
OKLAHOMA CITY,OK73123 		NONE PC 2024 OPR SUPPORT CHAD RICHISON HOPE LODGE 25,000

AMERICAN NATIONAL RED CROSS

700 E INDEPENDENCE ST
SHAWNEE,OK74804 		NONE PC FY24 HOME FIRE ASSISTANCE PROGRAM 100,000

ARBUCKLE HISTORICAL SOCIETY OF MURRAY CO

402 W MUSKOGEE AVE
SULPHUR,OK73086 		NONE PC OPERATING SUPPORT 100

ARDMORE DAY NURSERY INC

320 D STREET NW
ARDMORE,OK73401 		NONE PC FYE APR 30, 2024 OPERATING SUPPORT 25,500

ARDMORE DAY NURSERY INC

320 D STREET NW
ARDMORE,OK73401 		NONE PC REPLACE HVAC UNIT 9,137

ARDMORE DAY NURSERY INC

320 D STREET NW
ARDMORE,OK73401 		NONE PC RESTROOM RENOVATIONS 16,844

ARDMORE FAMILY LITERACY INC

1405 4TH AVE NW 104
ARDMORE,OK73401 		NONE PC OPERATING SUPPORT 2024 10,000

ARDMORE FIRE DEPARTMENT

PO BOX 249
ARDMORE,OK73402 		NONE PC SAFE HAVEN BABY BOX 11,500

ARDMORE HABITAT FOR HUMANITY INC

PO BOX 2412
ARDMORE,OK734022412 		NONE PC OPERATING SUPPORT 250

ARDMORE PARKS & REC DEPT

PO BOX 249
ARDMORE,OK73402 		NONE PC PHASE II PICKLEBALL COMPLEX 300,000

ARDMORE SCHOOL DISTRICT I-19

PO BOX 1709
ARDMORE,OK734021709 		NONE PC FY24 SCHOOL NURSE REIMBURSEMENT 124,773

ARDMORE SOUP KITCHEN INC

PO BOX 1344
ARDMORE,OK73402 		NONE PC 2024 OPERATING SUPPORT 15,000

ARDMORE VILLAGE HOUSING CORPORATON

1310 KNOX ROAD
ARDMORE,OK73401 		NONE PC SENIOR HOUSING PROPERTY REPAIRS 390,000

BRENDON MCLARTY MEMORIAL FOUNDATION

PO BOX 54944
OKLAHOMA CITY,OK73154 		NONE PC 2023/24 CARTER CO "A BETTER CHANCE TO BREATHE" PROJECT 2,241

BROADWAY HOUSE INC

221 2ND AVENUE NW
ARDMORE,OK73401 		NONE PC 2023 OPERATING SUPPORT 20,000

CARTER COUNTY CASA INC

20 B STREET SW
ARDMORE,OK73401 		NONE PC 2024 OPERATING SUPPORT 50,000

CARTER COUNTY CASA INC

20 B STREET SW
ARDMORE,OK73401 		NONE PC OPERATING SUPPORT 250

DORNICK HILLS HISTORICAL FOUNDATION

PO BOX 242
ARDMORE,OK73402 		NONE PC OPERATING SUPPORT 3,500

EAST ARDMORE REVITALIZATION INC

1405 4TH AVE NW BOX 286
ARDMORE,OK73401 		NONE PC 2024 OPERATING SUPPORT 25,000

FAMILY SHELTER OF SO OK - SRV FOR VICTIMS OF DOMESTIC VIOLENCE INC

PO BOX 1408
ARDMORE,OK73401 		NONE PC SHELTER, ADVOCACY PRGM SUPPORT FOR FYE JUNE 30, 2024 50,000

FIRST METHODIST CHURCH PRESCHOOL

501 W MAIN STREET
ARDMORE,OK73401 		NONE PC PRESCHOOL SCHOLARSHIPS FY24 15,000

FOOD & RESOURCE CNTR OF SO CNTRL OKLA INC

801 HAILEY STREET SW
ARDMORE,OK73402 		NONE PC 2024 OPERATING SUPPORT 60,000

GIRLS ON THE RUN OF SO OKLAHOMA INC

301 W MAIN STREET SUITE 602
ARDMORE,OK73401 		NONE PC OPR SUPPORT 12 MONTHS ENDING 6/30/24 20,000

GLORIA AINSWORTH CHILD CARE & LEARNING CENTER

502 G STREET NE
ARDMORE,OK73401 		NONE PC SCHOLARSHIP PROGRAM FYE SEP 30, 2024 25,000

GLORIA AINSWORTH CHILD CARE & LEARNING CENTER

502 G STREET NE
ARDMORE,OK73401 		NONE PC OPERATING SUPPORT 1,000

GODDARD YOUTH FOUNDATION

2964 GODDARD CAMP ROAD
SULPHUR,OK73086 		NONE PC 2024 CAMP OPERATING SUPPORT 50,000

GRACE CENTER OF SOUTHERN OKLAHOMA

691 12TH AVENUE NW
ARDMORE,OK73401 		NONE PC OPERATING SUPPORT 2024 30,000

H F V WILSON COMMUNITY CENTER

PO BOX 502
ARDMORE,OK73402 		NONE PC GRANT - OPR SUPPORT - FYE JUNE 30 2024 60,000

H F V WILSON COMMUNITY CENTER

PO BOX 502
ARDMORE,OK73402 		NONE PC OPERATING SUPPORT 650

HEARTS FOR HEARING FOUNDATION

11500 N PORTLAND AVE
OKLAHOMA CITY,OK73120 		NONE PC FY24 NEWBORN SCREENING AT MERCY ARDMORE 40,000

LIGHTHOUSE BEHAVIORAL WELLNESS CENTERS

PO BOX 189
ARDMORE,OK73402 		NONE PC ARDMORE BRIDGES INITIATIVE FY25, 26, 27 100,000

MARSHALL COUNTY EMS DISTRICT

PO BOX 707
MADILL,OK73446 		NONE PC RADIOS, CPR MACHINES AND EQUIPMENT 56,571

MERCY HEALTH FOUNDATION ARDMORE

1011 14TH AVENUE NW
ARDMORE,OK73401 		NONE PC AQUABLATION EQUIPMENT FOR MERCY ARDMORE 244,836

MERCY HEALTH FOUNDATION ARDMORE

1011 14TH AVENUE NW
ARDMORE,OK73401 		NONE PC HOSPITAL BEDS FOR MERCY HOSPITAL HEALDTON 26,789

MERCY HEALTH FOUNDATION ARDMORE

1011 14TH AVENUE NW
ARDMORE,OK73401 		NONE PC MERCY HEALTH ARDMORE OP REDESIGN, RENEWAL 3,000,000

MERCY HOSPITAL ARDMORE

1011 14TH AVENUE NW
ARDMORE,OK73401 		NONE PC INDIGENT CARE REIMBURSEMEMT 16,808

MORE FOUNDATION

301 W MAIN SUITE 510
ARDMORE,OK73401 		NONE PC SCHOLARSHIPS 86,468

MORE FOUNDATION

301 W MAIN SUITE 510
ARDMORE,OK73401 		NONE PC OPERATING SUPPORT 250

OAK HALL

2815 MOUNT WASHINGTON ROAD
ARDMORE,OK73401 		NONE PC NEEDS-BASED SCHOLARSHIPS 23-24 SCHOOL YR 42,500

OAK HALL

2815 MOUNT WASHINGTON ROAD
ARDMORE,OK73401 		NONE PC OPERATING SUPPORT 250

OAK HALL

2815 MOUNT WASHINGTON ROAD
ARDMORE,OK73401 		NONE PC NEEDS-BASED SCHOLARSHIPS 2024-25 SCHOOL YEAR 42,500

OKLAHOMA BAPTIST HOMES FOR CHILDREN INC

3800 N MAY AVE
OKLAHOMA CITY,OK731126639 		NONE PC HOPE PREGNANCY CENTER ARDMORE ULTRASOUND MACHINE 28,000

OKLAHOMA CENTER FOR NONPROFITS INC

701 N LINDSAY AVE
OKLAHOMA CITY,OK73104 		NONE PC 2024 ARDMORE STANDARDS FOR EXCELLENCE SEMINAR 7,500

PLAINVIEW SCHOOL DIST I-27

1140 S PLAINVIEW ROAD
ARDMORE,OK73401 		NONE PC FY24 FOR 2ND SCHOOL NURSE 40,817

REGIONAL FOOD BANK OF OKLAHOMA

PO BOX 270968
OKLAHOMA CITY,OK731370968 		NONE PC CARTER CO SCHOOL PANTRY PRGM 7,409

SALVATION ARMY

PO BOX 1483
ARDMORE,OK73402 		NONE PC FY24 SOCIAL SRV, SHELTER PRGMS, SHELTER WINDOW TREATMENTS 135,000

SALVATION ARMY

PO BOX 1483
ARDMORE,OK73402 		NONE PC OPERATING SUPPORT 250

SARA'S PROJECT INC

PO BOX 1396
ARDMORE,OK73402 		NONE PC OPERATING SUPPORT 1,000

SARA'S PROJECT INC

PO BOX 1396
ARDMORE,OK73402 		NONE PC 2024 OPERATING SUPPORT 30,000

SO OKLA ADOLESCENT RESOURCE (YW8)

301 W MAIN STREET SUITE 110
ARDMORE,OK73401 		NONE PC OPERATING SUPPORT FYE 9/30/2024 50,000

SOUTHERN OKLAHOMA AMBULANCE SERVICE INC

517 GRAND AVE
ARDMORE,OK73401 		NONE PC PURCHASE, EQUIP 2 VAN AMBULANCES 248,000

SOUTHERN OKLAHOMA COMMUNITY ARTS

130 D STREET NW
ARDMORE,OK73401 		NONE PC OPERATING SUPPORT 2,000

SOUTHERN OKLAHOMA LIBRARY SYSTEM INC

601 RAILWAY EXPRESS STREET
ARDMORE,OK73401 		NONE PC RENOVATIONS, IMPROVEMENTS DAVIS, HEALDTON, LOVE CO 400,000

TATUMS OKLAHOMA

PO BOX 47
TATUMS,OK73487 		NONE PC WASTE TREATMENT LAGOON FENCING 18,831

VIZAVANCE INC

4500 NW EXPRESSWAY SUITE 325E
OKLAHOMA CITY,OK73116 		NONE PC SPOT VISION CAMERA FOR SO OKLA SCREENING 5,000

WAURIKA SENIOR CITIZENS CENTER

PO BOX 55
WAURIKA,OK73573 		NONE PC SENIOR CITIZENS CENTER FLOORING 5,000

YMCA OF ARDMORE OKLAHOMA

920 15TH AVE NW
ARDMORE,OK73401 		NONE PC GRANT - 2024 OPERATING SUPPORT 200,000

YMCA OF ARDMORE OKLAHOMA

920 15TH AVE NW
ARDMORE,OK73401 		NONE PC OPERATING SUPPORT 3,500
Total .................................right arrow 3a 6,411,524
bApproved for future payment

A PLUS READING INC
1717 WINCHESTER
ARDMORE,OK73401 		NONE PC READING THERAPIST SALARIES FY25 60,000

ARDMORE SCHOOL DISTRICT I-19
PO BOX 1709
ARDMORE,OK734021709 		NONE PC SCHOOL NURSES FY25, FY26, FY27 528,996

BRENDON MCLARTY MEMORIAL FOUNDATION
PO BOX 54944
OKLAHOMA CITY,OK73154 		NONE PC GRANT - CARTER CO "A BETTER CHANCE TO BREATHE" PROJECT 4,526

GLORIA S AINSWORTH DAY CARE CENTER INC
502 G STREET NE
ARDMORE,OK73401 		NONE PC SCHOLARSHIP PROGRAM FYE SEP 30, 2024 25,000

GOOD SHEPHERD COMMUNITY CLINIC INC
20 12TH AVE NW
ARDMORE,OK73401 		NONE PC MAMMOGRAM PROGRAM 21,316

HARDY MURPHY COLISEUM TRUST AUTHORITY
PO BOX 621
ARDMORE,OK73402 		NONE PC ROOF REPLACEMENT 500,000

MORE FOUNDATION
301 W MAIN SUITE 510
ARDMORE,OK73401 		NONE PC SCHOLARSHIPS FOR 2021 GRADUATES 61,508

MORE FOUNDATION
301 W MAIN SUITE 510
ARDMORE,OK73401 		NONE PC SCHOLARSHIPS FOR 2022 GRADUATES 87,271

MORE FOUNDATION
301 W MAIN SUITE 510
ARDMORE,OK73401 		NONE PC SCHOLARSHIPS FOR 2023 GRADUATES 79,032

MURRAY STATE COLLEGE FOUNDATION
ONE MURRAY CAMPUS
TISHOMINGO,OK73460 		NONE PC SO OKLA HIGHER EDUCATION CENTER CONSTRUCTION 5,000,000

PLAINVIEW SCHOOL DIST I-27
1140 S PLAINVIEW ROAD
ARDMORE,OK73401 		NONE PC GRANT - START-UP COST FOR 2ND SCHOOL NURSE FY25 48,725

REGIONAL FOOD BANK OF OKLAHOMA INC
PO BOX 270968
OKLAHOMA CITY,OK731370968 		NONE PC CARTER CO SCHOOL PANTRY PROGRAM FY25 17,591

SOUTHERN OKLAHOMA DEVELOPMENT ASSOCATION
PO BOX 709
DURANT,OK74702 		NONE PC 2024 MOBILE SMILES PROJECT AREA AGENCY ON AGING 15,000
Total ................................. right arrow 3b 6,448,965
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 1,829  
4 Dividends and interest from securities ....     14 1,408,284  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....     16 1,120,979  
6 Net rental income or (loss) from personal property          
7 Other investment income .....     18 5,842  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    14 -196,854  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aALLOCATION OF PARTNERSHIP INVESTMENTS 		900003 -30,684 14 1,576,421  
bPFIC INCOME 900003   14 68,644  
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. -30,684 3,985,145 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
3,954,461
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (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:
SOUTHERN OKLAHOMA MEMORIAL FOUNDATION
 
INC
EIN:
73-1300662
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
AUDIT & TAX PREP 22,199 0   22,199

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

TY 2023 DepreciationSchedule
Name:
SOUTHERN OKLAHOMA MEMORIAL FOUNDATION
 
INC
EIN:
73-1300662
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
TELEPHONE SYSTEM 1996-09-20 1,363 1,363 SL 10.000000000000 0 0    
ADDITIONAL LINES 1997-01-22 310 310 SL 10.000000000000 0 0    
LOCKING FILE CABINET 1996-09-20 266 266 SL 10.000000000000 0 0    
METAL SHELVING 1996-10-03 119 119 SL 10.000000000000 0 0    
USED COMPUTER TABLE 1996-11-06 51 51 SL 10.000000000000 0 0    
LOCKING FILE CABINET 1999-02-17 224 224 SL 10.000000000000 0 0    
4 FILE SHELVES 2004-11-23 1,698 1,698 SL 10.000000000000 0 0    
AVAYA ACS UNIT & 18 DISPLAY SET 2005-01-12 1,679 1,679 SL 10.000000000000 0 0    
OFFICE FURNITURE - ACCOUNTANT 2005-02-16 4,700 4,700 SL 10.000000000000 0 0    
OFFICE FURNITURE - RECEPTIONIST 2005-02-16 3,351 3,351 SL 10.000000000000 0 0    
OFFICE FURNITURE - RECEPTIONIST CHAIR 2005-02-18 167 167 SL 10.000000000000 0 0    
16 HON BOARD ROOM CHAIRS 2005-02-24 6,480 6,480 SL 10.000000000000 0 0    
PAOLI EXECUTIVE FURNITURE 2005-03-21 6,995 6,995 SL 10.000000000000 0 0    
HON EXEC HIGHBACK CHAIR 2005-03-25 415 415 SL 10.000000000000 0 0    
PAOLI 16' CONFERENCE TABLE 2005-04-04 5,562 5,562 SL 10.000000000000 0 0    
PAOLI BUFFET CREDENZA 2005-04-04 3,294 3,294 SL 10.000000000000 0 0    
HON KEYBOARD TRAY 2005-04-04 54 54 SL 10.000000000000 0 0    
WORK ROOM CABINETS 2005-05-05 2,950 2,950 SL 10.000000000000 0 0    
HON STORAGE CABINET 2006-08-24 932 932 SL 10.000000000000 0 0    
REFRIGERATOR W/ ICEMAKER 14CU 2012-02-08 563 560 SL 10.000000000000 0 0    
HON EXEC HIGHBACK CHAIR 2014-05-30 436 400 SL 10.000000000000 36 0    
SAVIN MP2501SP B/W COPIER 2015-01-29 3,465 3,465 SL 5.000000000000 0 0    
IPAD AIR2 1 LEFT 2015-01-14 686 686 SL 5.000000000000 0 0    
IPAD AIR2 2015-02-17 687 687 SL 5.000000000000 0 0    
MEDICAL OFFICE BUILDING 2008-07-01 5,280,876 2,019,835 SL 39.000000000000 135,407 135,407    
IMPROVEMENTS - TENANT X 2009-06-30 23,185 8,916 SL 39.000000000000 594 594    
IMPROVEMENTS - UROLOGY CENTER 2008-07-01 283,991 283,991 SL 7.000000000000 0 0    
IMPROVEMENTS - HEART & VASCULAR 2008-12-01 74,826 74,826 SL 7.000000000000 0 0    
IMPROVEMENTS - OLIVR 2008-12-01 136,191 136,191 SL 7.000000000000 0 0    
IMPROVEMENTS - SUNGA 2008-12-01 104,288 104,288 SL 7.000000000000 0 0    
IMPROVEMENTS - PAPIN 2008-12-01 64,308 64,308 SL 7.000000000000 0 0    
IMPROVEMENTS - GILMORE 2008-12-01 119,806 119,806 SL 7.000000000000 0 0    
IMPROVEMENTS - ARDMORE SURGICAL 2008-12-01 298,151 298,151 SL 7.000000000000 0 0    
IMPROVEMENTS - MELTON 2008-12-01 369,513 369,513 SL 7.000000000000 0 0    
IMPROVEMENTS - BENSON 2011-10-06 123,500 123,500 SL 7.000000000000 0 0    
IMPROVEMENTS - SAVAGE 2015-09-22 1,195,038 1,195,038 SL 7.000000000000 0 0    
IMPROVEMENTS - ARDMORE PEDIATRICS (LANDIS) 2016-10-05 474,280 457,340 SL 7.000000000000 16,940 16,940    
IMPROVEMENTS - 2ND FLOOR ORTHO 2019-09-01 926,716 507,487 SL 7.000000000000 132,388 132,388    
IMPROVEMENTS - 1ST FLOOR SPINE BUILD-OUT 2019-11-15 697,279 361,090 SL 7.000000000000 99,611 99,611    
LAND 2008-07-01 873,375   L   0 0    
COMMERCE CLINIC BUILDING 2017-01-01 4,645,824 773,541 SL 39.000000000000 119,124 119,124    

TY 2023 GeneralExplanationAttachment
Name:
SOUTHERN OKLAHOMA MEMORIAL FOUNDATION
 
INC
EIN:
73-1300662
Identifier Return Reference Explanation
OWNERSHIP OF ENTITIES WITH CERTAIN FOREIGN REPORTING REQUIREMENTS FORM 990-PF THE FOUNDATION OWNS AN INTEREST IN THE FOLLOWING PASSTHROUGH ENTITIES WITH CERTAIN FOREIGN REPORTING REQUIREMENTS:LEXINGTON CAPITAL PARTNERS VI-A, LP (EIN 34-2047994)PORTFOLIO ADVISORS PRIVATE EQUITY FUND V LP (EIN 01-0895788)WP GG EUROPA (CAYMAN-B), L.P. (EIN 98-1458202)HARRISON STREET REAL ESTATE PARTNERS V, L.P. (EIN 30-0836497)HARRISON STREET REAL ESTATE PARTNERS VI, L.P. (EIN 61-1793926)HARRISON STREET REAL ESTATE PARTNERS VIII, L.P. (EIN XXX-XX-XXXX)EACH OF THESE ENTITIES HAS MADE A TIMELY QUALIFIED ELECTING FUND ("QEF") ELECTION WITH RESPECT TO ITS INVESTMENT IN UNDERLYING PASSIVE FOREIGN INVESTMENT COMPANIES ("PFIC"), EFFECTIVE FOR EACH YEAR OF OWNERSHIP, AND HAS FILED THE REQUIRED FORMS 8621. ACCORDINGLY, THE FOUNDATION HAS NOT FURTHER REPORTED THE FOREIGN ACTIVITIES FROM THESE INVESTMENTS ON AN ADDITIONAL FORM 8621, AS IT DOES NOT BELIEVE IT TO BE NECESSARY.

TY 2023 InvestmentsCorpBondsSchedule
Name:
SOUTHERN OKLAHOMA MEMORIAL FOUNDATION
 
INC
EIN:
73-1300662
Name of Bond End of Year Book Value End of Year Fair Market Value
CORPORATE BONDS & POOLED INVESTMENTS - FIXED INCOME PORTION 20,216,582 19,887,329

TY 2023 InvestmentsCorpStockSchedule
Name:
SOUTHERN OKLAHOMA MEMORIAL FOUNDATION
 
INC
EIN:
73-1300662
Name of Stock End of Year Book Value End of Year Fair Market Value
COMMON STOCK & POOLED INVESTMENTS - EQUITY PORTION 38,419,810 47,970,215

TY 2023 InvestmentsLandSchedule2
Name:
SOUTHERN OKLAHOMA MEMORIAL FOUNDATION
 
INC
EIN:
73-1300662
Category/ Item Cost/Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
MEDICAL OFFICE BUILDING 5,280,876 2,155,242 3,125,634  
IMPROVEMENTS - TENANT X 23,185 9,510 13,675  
IMPROVEMENTS - UROLOGY CENTER 283,991 283,991 0  
IMPROVEMENTS - HEART & VASCULAR 74,826 74,826 0  
IMPROVEMENTS - OLIVR 136,191 136,191 0  
IMPROVEMENTS - SUNGA 104,288 104,288 0  
IMPROVEMENTS - PAPIN 64,308 64,308 0  
IMPROVEMENTS - GILMORE 119,806 119,806 0  
IMPROVEMENTS - ARDMORE SURGICAL 298,151 298,151 0  
IMPROVEMENTS - MELTON 369,513 369,513 0  
IMPROVEMENTS - BENSON 123,500 123,500 0  
IMPROVEMENTS - SAVAGE 1,195,038 1,195,038 0  
IMPROVEMENTS - ARDMORE PEDIATRICS (LANDIS) 474,280 474,280 0  
IMPROVEMENTS - 2ND FLOOR ORTHO 926,716 639,875 286,841  
IMPROVEMENTS - 1ST FLOOR SPINE BUILD-OUT 697,279 460,701 236,578  
LAND 873,375 0 873,375  
COMMERCE CLINIC BUILDING 4,645,824 892,665 3,753,159  

TY 2023 InvestmentsOtherSchedule2
Name:
SOUTHERN OKLAHOMA MEMORIAL FOUNDATION
 
INC
EIN:
73-1300662
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ALTERNATIVE INVESTMENTS AT COST 30,992,492 44,785,187

TY 2023 LandEtcSchedule2
Name:
SOUTHERN OKLAHOMA MEMORIAL FOUNDATION
 
INC
EIN:
73-1300662
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
TELEPHONE SYSTEM 1,363 1,363 0  
ADDITIONAL LINES 310 310 0  
LOCKING FILE CABINET 266 266 0  
METAL SHELVING 119 119 0  
USED COMPUTER TABLE 51 51 0  
LOCKING FILE CABINET 224 224 0  
4 FILE SHELVES 1,698 1,698 0  
AVAYA ACS UNIT & 18 DISPLAY SET 1,679 1,679 0  
OFFICE FURNITURE - ACCOUNTANT 4,700 4,700 0  
OFFICE FURNITURE - RECEPTIONIST 3,351 3,351 0  
OFFICE FURNITURE - RECEPTIONIST CHAIR 167 167 0  
16 HON BOARD ROOM CHAIRS 6,480 6,480 0  
PAOLI EXECUTIVE FURNITURE 6,995 6,995 0  
HON EXEC HIGHBACK CHAIR 415 415 0  
PAOLI 16' CONFERENCE TABLE 5,562 5,562 0  
PAOLI BUFFET CREDENZA 3,294 3,294 0  
HON KEYBOARD TRAY 54 54 0  
WORK ROOM CABINETS 2,950 2,950 0  
HON STORAGE CABINET 932 932 0  
REFRIGERATOR W/ ICEMAKER 14CU 563 560 3  
HON EXEC HIGHBACK CHAIR 436 436 0  
SAVIN MP2501SP B/W COPIER 3,465 3,465 0  
IPAD AIR2 1 LEFT 686 686 0  
IPAD AIR2 687 687 0  


TY 2023 OtherExpensesSchedule
Name:
SOUTHERN OKLAHOMA MEMORIAL FOUNDATION
 
INC
EIN:
73-1300662
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CONTRACT EMPLOYEES 149,459 37,365   112,094
DUES & SUBSCRIPTIONS 6,643 0   6,643
EDUCATION & TRAINING 1,944 0   1,944
INSURANCE 16,531 0   16,531
INVESTMENT EXPENSES 99,071 99,071   0
MEALS 747 0   747
MISCELLANEOUS 600 0   600
OFFICE SUPPLIES 4,544 1,136   3,408
POSTAGE & DELIVERY 673 0   673
REPAIRS & MAINTENANCE 997 249   748
COMPUTER/WEBSITE EXPENSE 11,619 0   11,619


TY 2023 OtherIncomeSchedule2
Name:
SOUTHERN OKLAHOMA MEMORIAL FOUNDATION
 
INC
EIN:
73-1300662
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
STATE TAX REFUND 86 86 86
MISCELLANEOUS INCOME 5,756 5,756 5,756
ALLOCATION OF PARTNERSHIP INVESTMENTS 1,545,737 1,576,421 1,545,737
PFIC INCOME 68,644 68,644 68,644


TY 2023 OtherProfessionalFeesSchedule
Name:
SOUTHERN OKLAHOMA MEMORIAL FOUNDATION
 
INC
EIN:
73-1300662
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BANK SERVICES CHARGES 677 677   0
CUSTODY FEES 60,779 60,779   0
INVESTMENT CONSULTING 185,916 185,916   0
OTHER CONSULTING 12,243 12,243   0


TY 2023 TaxesSchedule
Name:
SOUTHERN OKLAHOMA MEMORIAL FOUNDATION
 
INC
EIN:
73-1300662
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAX 58,432 0   0
FOREIGN TAX 109,959 109,959   0
STATE UBI TAX 41,334 0   0
TAX PENALTY 2,128 0   0
FEDERAL UBI TAX 124,802 0   0
BLOCKER TAX 130 130   0