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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
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$113,959,384J 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 99,624 99,624  
4 Dividends and interest from securities... 390,362 390,362  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 10,974,353
b Gross sales price for all assets on line 6a 19,981,668
7 Capital gain net income (from Part IV, line 2)... 10,974,353
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances 3,606
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule)..... Click to see attachment
List of Attached Documents:
// Content
3,606 3,606
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
5,353,742 5,408,509 0
12 Total. Add lines 1 through 11........ 16,821,687 16,872,848 3,606
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 946,246 290,449 0 655,797
14 Other employee salaries and wages...... 657,300 25,737 0 631,563
15 Pension plans, employee benefits....... 264,468 50,643 0 213,825
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
365,179 361,035 0 4,144
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
148,119 35,371 0 112,748
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
612,288 566,106 0 46,182
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
199,253 35,858 0 63,692
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
13,063 0 0
20 Occupancy.............. 28,906 2,668 0 26,238
21 Travel, conferences, and meetings....... 202,533 9,014 0 193,519
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
654,765 11,147 0 614,896
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 4,092,120 1,388,028 0 2,562,604
25 Contributions, gifts, grants paid....... 2,487,301 2,487,301
26 Total expenses and disbursements. Add lines 24 and 25 6,579,421 1,388,028 0 5,049,905
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 10,242,266
b Net investment income (if negative, enter -0-) 15,484,820
c Adjusted net income (if negative, enter -0-)... 3,606
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 573,493 591,524 591,524
2 Savings and temporary cash investments......... 853,556 2,158,175 2,158,175
3 Accounts receivable right arrow90,568
Less: allowance for doubtful accounts right arrow   447,226 90,568 90,568
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.......... 52,687 261,753 261,753
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 93,306,925 Click to see attachment
List of Attached Documents:
// Content
110,857,364 		110,857,364
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 arrow28,477
Less: accumulated depreciation (attach schedule) right arrow28,477 29,368 Click to see attachment
List of Attached Documents:
// Content
0 		0
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
4,773,973 		Click to see attachment
List of Attached Documents:
// Content
0 		Click to see attachment
List of Attached Documents:
// Content
0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 100,037,228 113,959,384 113,959,384
Liabilities 17 Accounts payable and accrued expenses.......... 271,577 280,063
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)......... 271,577 280,063
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........... 99,765,651 113,679,321
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)..... 99,765,651 113,679,321
30 Total liabilities and net assets/fund balances (see instructions). 100,037,228 113,959,384
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
99,765,651
2
Enter amount from Part I, line 27a .....................
2
10,242,266
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
6,089,535
4
Add lines 1, 2, and 3 ..........................
4
116,097,452
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
2,418,131
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
113,679,321
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a COMMONFUND GAINS      
b HILLTOP SECURITIES      
c HILLTOP SECURITIES      
d ROYALTY INTERESTS D 2021-01-01 2024-04-17
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 871,925     871,925
b 4,133,049   4,133,064 -15
c 81,000   81,271 -271
d 14,895,694   4,792,980 10,102,714
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       871,925
b       -15
c       -271
d       10,102,714
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 10,974,353
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) 1 215,239
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........................... 3 215,239
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- ..... 5 215,239
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 253,929
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.............. 7 253,929
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 38,690
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow38,690 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
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, 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 2024 or the taxable year beginning in 2024? 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 2024, 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 (2024)
Form 990-PF (2024)
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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 		10,000 0 1,000
PO BOX 1269
ARDMORE,OK73402
DEXTER SHURNEY VICE CHAIR/TRUSTEE
1.00 		3,529 0 3,529
PO BOX 1269
ARDMORE,OK73402
JAMES MALONE INVESTMENT/FINANCE CHAIR
1.00 		9,000 0 9,000
PO BOX 1269
ARDMORE,OK73402
ELLIOT SMITH PERSONNEL/NOMINATING CHAIR
1.00 		10,000 0 10,000
PO BOX 1269
ARDMORE,OK73402
CYNTHIA RIMA DNPAPNANP-BC SECRETARY
1.00 		6,000 0 6,000
PO BOX 1269
ARDMORE,OK73402
ROY VARTABEDIAN MD TRUSTEE
1.00 		7,000 0 7,000
PO BOX 1269
ARDMORE,OK73402
HEIDI HITTNER TRUSTEE
1.00 		7,000 0 7,000
PO BOX 1269
ARDMORE,OK73402
RON STOUT MD MPH PRESIDENT/CEO
40.00 		521,362 30,500 0
PO BOX 1269
ARDMORE,OK73402
JANET CALHOUN SENIOR VP/COO/TREASURER
40.00 		372,355 30,500 0
PO BOX 1269
ARDMORE,OK73402
BRENDA REA MD DRPH PTRD TRUSTEE
1.00 		0 0 0
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 		147,214 8,300 0
PO BOX 1269
ARDMORE,OK73402
PATRICIA WEAVER BUSINESS MANAGER
40.00 		130,760 5,150 0
PO BOX 1269
ARDMORE,OK73402
AMY HANUS PROGRAM DIRECTOR
40.00 		120,231 8,300 0
PO BOX 1269
ARDMORE,OK73402
OANA JONES PROGRAM COORDINATOR
40.00 		86,467 8,300 0
PO BOX 1269
ARDMORE,OK73402
ABBEY WHATLEY PROGRAM COORDINATOR
40.00 		55,334 3,952 0
PO BOX 1269
ARDMORE,OK73402
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
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 307,549
201 ROBERT S KERR AVE STE 1600
OKLAHOMA CITY,OK73102
PINNACLE ENERGY SERVICES LLC CONSULTING FEES 300,645
9420 CEDAR LAKE AVE
OKLAHOMA CITY,OK73114
SMITH CARNEY & CO ACCOUNTING FEES 130,928
5 S COMMERCE SUITE 33
ARDMORE,OK73401
ELEMENT HEALTH INC CONSULTING FEES 78,576
PO BOX 1226
FAIRHOPE,AL36533
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 2024 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 (2024)
Form 990-PF (2024)
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
103,997,411
b
Average of monthly cash balances.......................
1b
3,756,276
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
107,753,687
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
107,753,687
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,616,305
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
106,137,382
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
5,306,869
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
5,306,869
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
215,239
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
78
c
Add lines 2a and 2b............................
2c
215,317
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
5,091,552
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
5,091,552
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
5,091,552
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
5,049,905
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
5,049,905
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 5,091,552
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 14,829
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 5,049,905
a Applied to 2023, but not more than line 2a 14,829
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 2024 distributable amount..... 5,035,076
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		56,476
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 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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 (2024)
Form 990-PF (2024)
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

UMASS CHAN MEDICAL SCHOOL

55 LAKE AVE N
WORCESTER,MA01655 		N/A PUBLIC CHARITY HIGH LEVEL MEDICALLY ORIENTED LIFESTYLE MEDICINE CURRICULUM 200,000

COOKING ON PURPOSE INC

PO BOX 583
BROWNS SUMMIT,NC27214 		N/A PUBLIC CHARITY NOURISH AND THRIVE VIRTUAL HEALTH EDUCATION AND COOKING PROGRAM 30,000

DUKE UNIVERSITY

2200 W MAIN STREET SUITE 1000
DURHAM,NC277054677 		N/A PUBLIC CHARITY FOOD IS MEDICINE SHARED MEDICAL APPOINTMENTS FOR WEIGHT MANAGEMENT: A PILOT RANDOMIZED CONTROLLED TRIAL 77,149

LOMA LINDA UNIVERSITY

24887 TAYLOR STREET SUITE 202
LOMA LINDA,CA92350 		N/A PUBLIC CHARITY THE TRANSCRIPTOMIC PATHWAYS OF THE FPL LIFESTYLE ACCOMPANIED WITH THE USE OF LOMAIRA IN LATINO FAMILIES WITH THE DISEASE OF OBESITY -A PILOT STUDY 70,000

PATIENT-CENTERED PRIMARY CARE FOUNDATION

1101 CONNECTICUT AVE NW
WASHINGTON,DC20036 		N/A PUBLIC CHARITY HOW PRIMARY CARE CAN SUPPORT WHOLE PERSON CARE AND BEHAVIOR CHANGE (YEAR 2) 156,237

MEDSTAR HEALTH INC

10980 GRANTCHESTER WAY
COLUMBIA,MD21044 		N/A PUBLIC CHARITY MEDSTAR HEALTH / MEDSTAR INSTITUTE FOR INNOVATION CULINARY MEDICINE AND NUTRITION LEARNING CURRICULUM FOR RESIDENTS IN TRAINING 112,000

FAMILY HEALTH INTERNATIONAL (DBA FHI 360)

359 BLACKWELL STREET SUITE 200
DURHAM,NC27701 		N/A PUBLIC CHARITY LIFESTYLE EMPOWERMENT APPROACH FOR DIABETES REMISSION (LEADR) PROGRAM: EFFECTIVENESS, FEASIBILITY, & ACCEPTABILITY IN A SELF-FUNDED EMPLOYER SETTING 101,000

AMERICAN ACADEMY OF FAMILY PHYSICIANS FOUNDATION

11400 TOMAHAWK CREEK PARKWAY
LEAWOOD,KS66211 		N/A PUBLIC CHARITY SCALING WHOLE HEALTH IN PRIMARY CARE: VALUE-BASED CARE + LIFESTYLE MEDICINE 125,130

CHILDRENS RESEARCH INSTITUTE

111 MICHIGAN AVENUE NW
WASHINGTON,DC20010 		N/A PUBLIC CHARITY THE FAMILY LIFESTYLE PROGRAM (FLIP) - ADDRESSING FOOD INSECURITY AND DIET RELATED CHRONIC DISEASE RISK IN UNDER-SERVED COMMUNITIES 149,554

ENDEAVOR HEALTH CLINICAL OPERATIONS

1301 CENTRAL AVE
EVANSTON,IL602011613 		N/A PUBLIC CHARITY MEDICAL EDUCATION TRANSFORMATION AND STRENGTHENING FOOD JUSTICE 80,000

THE TEACHING KITCHEN COLLABORATIVE INC

101 MIDDLESEX TPKE SUITE 6
BURLINGTON,MA018034914 		N/A PUBLIC CHARITY NUTRITION COMPETENCY REQUIREMENTS & DEVELOPMENT OF A REPOSITORY OF NUTRITION EDUCATION CURRICULAR RESOURCES 100,000

ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE

900 HOPE WAY
ALTAMONTE SPRINGS,FL32714 		N/A PUBLIC CHARITY EXPANDING THE IMPACT OF WHOLE PERSON CARE 250,000

PAVING THE PATH TO WELLNESS

1931 S HUMBOLDT ST
DENVER,CO80210 		N/A PUBLIC CHARITY EFFECTIVENESS AND IMPLEMENTATION OF THE PAVING THE PATH TO WELLNESS LIFESTYLE MEDICINE PROGRAM 75,988

AMERICAN ACADEMY OF FAMILY PHYSICIANS FOUNDATION

11400 TOMAHAWK CREEK PARKWAY
LEAWOOD,KS66211 		N/A PUBLIC CHARITY TEAMING UP WITH PUBLIC HEALTH: LIFESTYLE MEDICINE 250,000

COMMUNITY OF HOPE

4 ATLANTIC ST SW
WASHINGTON,DC20011 		N/A PUBLIC CHARITY COMMUNITY OF HOPE HEALTHY LIFESTYLE PROGRAM 17,000

UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER AT HOUSTON

1616 GUADALUPE SUITE 6300
AUSTIN,TX787011260 		N/A GOVERNMENT AGENCY THE TEACHING KITCHEN COLLABORATIVE (TKC) MULTISITE CURRICULUM STUDY, UTHEALTH HOUSTON SPH SITE YEAR 2 75,000

AMERICAN COLLEGE OF LIFESTYLE MEDICINE

PO BOX 6432
CHESTERFIELD,MO63006 		N/A PUBLIC CHARITY PHASE 3 ADVANCING LIFESTYLE MEDICINE AMONG ALL HEALTH PROFESSIONALS 75,000

CAMBRIDGE HEALTH ALLIANCE

1493 CAMBRIDGE STREET
CAMBRIDGE,MA02139 		N/A GOVERNMENT AGENCY "F!REF!GHTERF!T: A RANDOMIZED CONTROLLED TRIAL OF LIFESTYLE COACHING INTERVENTIONS FOR OBESE FIREFIGHTERS 100,000

MASSACHUSETTS GENERAL HOSPITAL

52 SECOND AVENUE SUITE 1110
WALTHAM,MA02451 		N/A PUBLIC CHARITY MGH REVERE FOOD PANTRY: HEALTHY FAMILIES CLINIC AND TEACHING KITCHEN PROGRAM: YEAR THREE 126,000

SHILOH SEVENTH-DAY ADVENTIST CHURCH

7000 S MICHIGAN AVE
CHICAGO,IL60637 		N/A PUBLIC CHARITY ANXIETY AND DEPRESSION RECOVERY PROGRAM 30,000

ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE

900 HOPE WAY
ALTAMONTE SPRINGS,FL32714 		N/A PUBLIC CHARITY WELLNESS RETREAT/MENTAL HEALTH AND WELLNESS SUPPORT 10,000

AMERICAN ACADEMY OF FAMILY PHYSICIANS FOUNDATION

11400 TOMAHAWK CREEK PARKWAY
LEAWOOD,KS66211 		N/A PUBLIC CHARITY FMX CULINARY WORKSHOP: WALK THE WALK, TALK THE TALK, AND HEAL THYSELF SESSION PROPOSAL 46,631

ADVENTHEALTH - RESEARCH AND EVALUATION NEMOURS FOUNDATION

10140 CENTURION PKWY N
JACKSONVILLE,FL32256 		N/A PUBLIC CHARITY RESEARCH & EVALUATION 18,612

EAST ARDMORE REVITALIZATION INC

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

PICKLEBALL ASSOCIATION OF ARDMORE

3080 N ROCKFORD RD
ARDMORE,OK73401 		N/A PUBLIC CHARITY PROGRAM SUPORT 5,000

ASPEN INSTITUTE

2300 S STREET NW SUITE 700
WASHINGTON,CA20037 		N/A PUBLIC CHARITY PROGRAM SUPPORT 130,000

IDAHO STATE UNIVERSITY

465 MEMORIAL DRIVE
POCATELLO,ID83201 		N/A PUBLIC CHARITY WHOLE PERSON HEALTH CHAMPION PROJECT 5,000

ASSOCIATION OF ADVENTIST FORUM (SPECTRUM)

PO BOX 619047
ROSEVILLE,CA95661 		N/A PUBLIC CHARITY SUPPORT FOR ADVENTIST/ WHOLE HEALTH SERIES 4,000

MOUNT OUTREACH INC

101 F STREET SE
ARDMORE,OK73401 		N/A PUBLIC CHARITY OUTREACH 2,000

AMERICAN COLLEGE OF PREVENTIVE MEDICINE

1200 1ST ST NE SUITE 315
WASHINGTON,DC20002 		N/A PUBLIC CHARITY PROGRAM SUPPORT/PREVENTIVE MEDICINE CONFERENCE 2025-GLOBAL AND ENVIRONMENTAL HEALTH 50,000

CAMBRIDGE MEDICAL CARE FOUNDATION INC

40 AVONDALE ROAD
NEWTON CENTER,MA02459 		N/A PUBLIC CHARITY PROGRAM SUPPORT FOR LIFESTYLE MEDICINE OUTREACH (PROVIDE RESIDENT SCHOLARSHIPS TO OCCUPATIONAL MEDICINE/PREVENTIVE MEDICINE RESIDENTS) 6,000

AMERICAN ACADEMY OF FAMILY PHYSICIANS FOUNDATION

11400 TOMAHAWK CREEK PARKWAY
LEAWOOD,KS66211 		N/A PUBLIC CHARITY CREATING THE ARDMORE INSTITUTE OF HEALTH FUND OF THE AMERICAN ACADEMY OF FAMILY PHYSICIANS FOUNDATION 5,000
Total .................................right arrow 3a 2,487,301
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
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 99,624  
4 Dividends and interest from securities ....     14 390,362  
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 .....     15 861,676  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 10,974,353  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory         3,606
11 Other revenue:
aALLOCATION OF PARTNERSHIP INVESTMENT INCOME 		900003 -54,786 14 4,546,852  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. -54,786 16,872,867 3,606
13Total. Add line 12, columns (b), (d), and (e)..................
13
16,821,687
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
ARDMORE INSTITUTE OF HEALTH
EIN:
73-0550692
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING/AUDIT FEES 148,119 35,371 0 112,748

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

TY 2024 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
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 8, 10 ACRES. TOWNSHIP 3 SOUTH, RANGE 2 WEST 1993-10-19 490   L   0 0 0  
TX - SEC. 9, BEING SOUTH 80 AC. OF W/2 1993-11-07 1,360   L   0 0 0  
TX - SEC. 14, 76 AC. OUT OF WEST PART OF NORTH 1993-11-07 4,080   L   0 0 0  
TX - SEC. 25, THE EAST 182 AC. OF SEC. 25 1993-11-01 3,094   L   0 0 0  
TX - SEC. 15, THE WEST 106 AC. OF SEC. 15 1993-11-01 2,720   L   0 0 0  
TX - SEC. 17, SOUTH 40 AC. OF NE/4 1993-11-01 680   L   0 0 0  
TX - SEC. 24, SOUTH 160 ACRES OF SEC. 24 1993-11-01 2,720   L   0 0 0  
TX - SEC. 26, 499 AC. OF SURFACE INTEREST ONLY 1993-11-01 8,483   L   0 0 0  
TX - SEC. 4, 80 ACRES OF SURFACE 1993-11-01 1,360   L   0 0 0  
TX - SEC. 6, 60 ACRES OUT OF NE 1993-11-07 1,020   L   0 0 0  
MACBOOK PRO - AMY 2022-01-17 4,708 3,008 SL 3.000000000000 1,700 0 1,700  
MACBOOK PRO - PAUL 2022-01-17 4,600 2,939 SL 3.000000000000 1,661 0 1,661  
16 INCH MACBOOK PRO - AMY 2024-12-20 5,200   200DB 5.000000000000 5,200 0 0  
16 INCH MACBOOK PRO - PAUL 2024-12-20 4,502   200DB 5.000000000000 4,502 0 0  

TY 2024 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 110,857,364 110,857,364

TY 2024 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  
MACBOOK PRO - AMY 4,708 4,708 0  
MACBOOK PRO - PAUL 4,600 4,600 0  
16 INCH MACBOOK PRO - AMY 5,200 5,200 0  
16 INCH MACBOOK PRO - PAUL 4,502 4,502 0  


TY 2024 LegalFeesSchedule
Name:
ARDMORE INSTITUTE OF HEALTH
EIN:
73-0550692
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 365,179 361,035 0 4,144


TY 2024 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 4,772,473 0 0
RENT DEPOSIT 1,500 0 0


TY 2024 OtherDecreasesSchedule
Name:
ARDMORE INSTITUTE OF HEALTH
EIN:
73-0550692
Description Amount
PARTNERSHIP INCOME BOOK/TAX DIFFERENCE 2,418,131


TY 2024 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 95,154 7,664 0 87,490
PROMOTIONS 295,546 449 0 295,097
EQUIPMENT LEASE 847 212 0 635
SUPPLIES 16,555 991 0 15,564
NETWORK AND SOFTWARE 38,747 1,767 0 36,980
SMALL EQUIPMENT PURCHASES 9,545 1,761 0 7,784
DUES AND SUBSCRIPTIONS 28,882 0 0 28,882
UNRELATED BUSINESS TAX 16,629 0 0 0
FPL SALES 0 0 0 -3,606
ACCRUED EXPENSES ADJUSTMENT 0 -1,697 0 -6,790
RETURNED GRANTS -114,507 0 0 -114,507
OTHER GRANTS 96,965 0 0 96,965
SPONSORSHIPS 170,402 0 0 170,402


TY 2024 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 730,171 730,171  
OTHER INCOME 131,505 131,486  
ALLOCATION OF PARTNERSHIP INVESTMENT INCOME 4,492,066 4,546,852 0


TY 2024 OtherIncreasesSchedule
Name:
ARDMORE INSTITUTE OF HEALTH
EIN:
73-0550692
Description Amount
UNREALIZED GAINS/LOSSES 6,089,535


TY 2024 OtherProfessionalFeesSchedule
Name:
ARDMORE INSTITUTE OF HEALTH
EIN:
73-0550692
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER SERVICES 13,559 927 0 12,632
PROFESSIONAL CONSULTANTS 363,767 330,217 0 33,550
MANAGEMENT FEES 234,962 234,962 0 0


TY 2024 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 2,809   2,809
OTHER SALES 797   797

TY 2024 TaxesSchedule
Name:
ARDMORE INSTITUTE OF HEALTH
EIN:
73-0550692
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PROPERTY TAXES 19,085 19,085 0 0
EXCISE TAX 99,703 0 0 0
PAYROLL TAXES 80,465 16,773 0 63,692