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 07-01-2024 , and ending 06-30-2025
Name of foundation
Thomas N Lynn Institute for Healthcare
Research Inc
Number and street (or P.O. box number if mail is not delivered to street address)3555 NW 58th 800
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Oklahoma City, OK731125550
A Employer identification number

73-1427611
B Telephone number (see instructions)

(405) 602-3939
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$17,304,818J 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) 69,088
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 5,002,609 5,002,609 5,002,609
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10  
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain......... 0
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
50,789 0 50,789
12 Total. Add lines 1 through 11........ 5,122,486 5,002,609 5,053,398
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 352,235 10,684 10,684 341,551
14 Other employee salaries and wages...... 511,573 1,873 1,873 518,384
15 Pension plans, employee benefits....... 169,532 0 0 167,659
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
14,619 0 0 14,619
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
55,356 5,536 5,536 49,820
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
96,144 8,035 8,035 88,109
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
134,178 811 811 64,738
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
8,556 0 0
20 Occupancy.............. 1,915 0 0 1,915
21 Travel, conferences, and meetings....... 11,162 0 3,721 7,441
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
307,042 0 47,068 242,896
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,662,312 26,939 77,728 1,497,132
25 Contributions, gifts, grants paid....... 11,485 11,485
26 Total expenses and disbursements. Add lines 24 and 25 1,673,797 26,939 77,728 1,508,617
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 3,448,689
b Net investment income (if negative, enter -0-) 4,975,670
c Adjusted net income (if negative, enter -0-)... 4,975,670
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............. 568,299 2,228,131 2,228,131
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow2,186
Less: allowance for doubtful accounts right arrow     2,186 2,186
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow   75,757    
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..........   9,366 9,366
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
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).......... 20,429,862 Click to see attachment
List of Attached Documents:
// Content
16,630,878 		15,000,000
14 Land, buildings, and equipment: basis right arrow197,635
Less: accumulated depreciation (attach schedule) right arrow132,500 460 Click to see attachment
List of Attached Documents:
// Content
65,135 		65,135
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 21,074,378 18,935,696 17,304,818
Liabilities 17 Accounts payable and accrued expenses.......... 109,260 97,944
18 Grants payable.................    
19 Deferred revenue................. 8,000  
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
1,810,413 		Click to see attachment
List of Attached Documents:
// Content
41,342
23 Total liabilities (add lines 17 through 22)......... 1,927,673 139,286
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........... 19,135,120 18,796,410
25 Net assets with donor restrictions............ 11,585 0
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)..... 19,146,705 18,796,410
30 Total liabilities and net assets/fund balances (see instructions). 21,074,378 18,935,696
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
19,146,705
2
Enter amount from Part I, line 27a .....................
2
3,448,689
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
22,595,394
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
3,798,984
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
18,796,410
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.)
1a
b
c
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
b
c
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
b
c
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  
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 69,162
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 69,162
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 69,162
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 73,734
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 73,734
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 4,572
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow4,572 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
 
No
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 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
Yes
 
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
Yes
 
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 arrowN/A
14
The books are in care ofright arrowStephen Petty Telephone no.right arrow (405) 602-3939

Located atright arrow3555 NW 58th St Suite 800Oklahoma CityOK ZIP+4right arrow73112
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)
Yes
 
(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
 
No
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
 
No
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
Stephen Petty President & CEO
40.00 		213,683 37,468 0
3555 NW 58th
Oklahoma City,OK731125550
Jeaneen Pointer Chief Strategy Officer/VP Marketing
40.00 		138,552 18,693 0
3555 NW 58th
Oklahoma City,OK731125550
Marc Edwards Director
2.00 		0 0 0
3555 NW 58th
Oklahoma City,OK731125550
Cheryl Pennington Director
2.00 		0 0 0
3555 NW 58th
Oklahoma City,OK731125550
Leslie Kendrick Director
2.00 		0 0 0
3555 NW 58th
Oklahoma City,OK731125550
Norman Condreay Director
2.00 		0 0 0
3555 NW 58th
Oklahoma City,OK731125550
Michelle Dennison-Farris Director
2.00 		0 0 0
3555 NW 58th
Oklahoma City,OK731125550
Charles Dodson Director
2.00 		0 0 0
3555 NW 58th
Oklahoma City,OK731125550
Linda Horn Director
2.00 		0 0 0
3555 NW 58th
Oklahoma City,OK731125550
Kenneth Smith Director
2.00 		0 0 0
3555 NW 58th
Oklahoma City,OK731125550
Steven Buck Board Chair
2.00 		0 0 0
3555 NW 58th
Oklahoma City,OK731125550
Elizabeth Dalton Director
2.00 		0 0 0
3555 NW 58th
Oklahoma City,OK731125550
Robert Foreman Director
2.00 		0 0 0
3555 NW 58th
oklahoma City,OK731125550
Leslie Lynn Director
2.00 		0 0 0
3555 NW 58th
oklahoma City,OK731125550
Kersey Winfree Director
2.00 		0 0 0
3555 NW 58th
oklahoma City,OK731125550
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
Jeff Knight Vice President, Comm
40.00 		93,818 18,907 0
3555 NW 58th
Oklahoma City,OK731125550
Yanet Trejo Director of Communit
40.00 		79,604 12,695 0
3555 NW 58th
Oklahoma City,OK731125550
Jordan Davis Director of Communit
40.00 		62,507 8,744 0
3555 NW 58th
Oklahoma City,OK731125550
Brandi Beins Special Projects Coo
40.00 		57,861 12,795 0
3555 NW 58th
Oklahoma City,OK731125550
Starla Lang Executive Assistant
40.00 		58,617 11,377 0
3555 NW 58th
Oklahoma City,OK731125550
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
Plate Spinner Inc operational planning and consulting services 53,568
PO Box 14497
Oklahoma City,OK73113
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 See attachments 223,962
2 See attachments 223,962
3 See attachments 268,754
4 See attachments 179,169
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
0
b
Average of monthly cash balances.......................
1b
2,661,628
c
Fair market value of all other assets (see instructions)................
1c
15,000,000
d
Total (add lines 1a, b, and c).........................
1d
17,661,628
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
17,661,628
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
264,924
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
17,396,704
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
869,835
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
 
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
 
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
 
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
 
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
 
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
 
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
1,508,617
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
73,232
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
1,581,849
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  
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......  
b Total for prior years:20 , 20, 20  
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 ........  
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$  
a Applied to 2023, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2024 distributable amount.....  
e Remaining amount distributed out of corpus  
5 Excess distributions carryover applied to 2024.    
(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  
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
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...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		 
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) ....... 		 
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		 
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
2023-11-28
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
869,835 978,771 401,272 0 2,249,878
b 85% (0.85) of line 2a ......... 739,360 831,955 341,081 0 1,912,396
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		1,581,849 1,502,228 851,357 0 3,935,434
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		11,485 0 9,000 0 20,485
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		1,570,364 1,502,228 842,357 0 3,914,949
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......         0
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		         0
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		579,890 652,514 593,352 0 1,825,756
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) .... 		        0
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		        0
(3) Largest amount of support
from an exempt organization		         0
(4) Gross investment income         0
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

Communities Foundation of Oklahoma

801 NW 63rd St Suite 200
Oklahoma City,OK73116 		N/A PC to support its educational program 11,485
Total .................................right arrow 3a 11,485
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
aProgram Revenue 900099       50,789
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 5,002,609  
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 .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		         
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 5,002,609 50,789
13Total. Add line 12, columns (b), (d), and (e)..................
13
5,053,398
(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.)
1 The organization works to measurably improve the health
1 of the communities they serve by providing health and nutrition
1 classes, health screenings, and food distribution. The income in
1 column (E) is service income collected from providing these services.
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
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
Thomas N Lynn Institute for Healthcare
Research Inc
Employer identification number

73-1427611
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
Thomas N Lynn Institute for Healthcare
Research Inc 		Employer identification number
73-1427611
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
Robert Foreman
3504 Cheyenne Dr
 
Edmond, OK73120

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
Don and Shellie Greiner
709 Fox Tail Dr
 
Edmond, OK73034

$ 25,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
3
Flogistix
 
7707 SW 44th Street
 
Oklahoma City, OK73179

$ 5,000


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

$  


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

$  


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

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
Thomas N Lynn Institute for Healthcare
Research Inc 		Employer identification number

73-1427611
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
Thomas N Lynn Institute for Healthcare
Research Inc 		Employer identification number

73-1427611
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 AccountingFeesSchedule
Name:
Thomas N Lynn Institute for Healthcare
 
Research Inc
EIN:
73-1427611
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Accounting Fees 55,356 5,536 5,536 49,820

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

TY 2024 DepreciationSchedule
Name:
Thomas N Lynn Institute for Healthcare
 
Research Inc
EIN:
73-1427611
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
Apple Computer 2018-11-25 1,844 1,844 SL 3.000000000000 0 0 0  
Liquidfish - application development 2019-07-01 117,348 117,348 SL 3.000000000000 0 0 0  
3NINES (phone & internet hardware) 2020-02-01 3,940 3,480 SL 5.000000000000 460 0 0  
Laptop 2021-06-07 1,271 1,271 SL 3.000000000000 0 0 0  
Leasehold Improvements 2025-06-19 65,061   SL 7.000000000000 7,687 0 0  
Equipment 2025-03-18 8,171   SL 5.000000000000 409 0 0  

TY 2024 GeneralExplanationAttachment
Name:
Thomas N Lynn Institute for Healthcare
 
Research Inc
EIN:
73-1427611
Identifier Return Reference Explanation
Excess Business Holdings Form 990-PF, Part VI-B, line 3a The Foundation meets the exception to the excess business holding rules under Section 4943(g). The foundation meets the ownership requirement by holding 100% of the voting stock, all profits of the business enterprise are distributed to the foundation no later than 120 days after the close of the taxable year and the business enterprise is operated independently form the private foundation.
  Form 990-PF, Part IX-A-Summary of Direct Charitable Activities - # 1 On the Road to Health is a 10-week health and nutrition class held in at-risk communities across the metropolitan area for residents who have limited access to health resources and who have issues with heart disease, prediabetes, diabetes, obesity, etc. We had more than 80 participants in our classes, with each receiving free groceries and healthy recipes at each class, free health screenings, education/consultations with our Dietitian, Exercise Physiologists, and Science of Hope experts. Participants also received follow-up education classes and health screenings throughout the year.Lunch and Learn: The Lynn Institute hosted monthly Lunch and Learn events in three locations; northeast, northwest, and south Oklahoma City. More than 500 participants were educated on a variety of topics to help improve their personal health and well-being, while enjoying a nutritious meal. Senior Health Coffee Talks and Wellness Program: As a new initiative, the Lynn Institute began offering monthly coffee talks for seniors in northeast and northwest Oklahoma City. Led by our Exercise Physiologist, nearly 100 participants enjoyed education in stretching, sleep, mental health, and other topics. We also hosted a Senior Wellness Day with more than 50 participants.Science4U: This free family event, in partnership with Science Museum Oklahoma, had more than 200 attendees participated in several health and wellness screenings, including vision, head and neck cancer, and vaccines, and had access to numerous community resources with partner organizations. To attend, participants must live in the targeted northeast Oklahoma City zip codes that were identified in our 2016 research study. Holly Jolly Holiday Party: Held in the first week of December, this family event hosted 180 adults and children, who were treated to pictures with Santa, entertainment, and snacks. Adults were invited to participate in a variety of health screenings that were offered during the event, while children took part in activities such as face painting, making crafts, and coloring.Girls Night Out: A fun, festive evening for women, this event featured live music, dinner, and a social time for the nearly 250 attendees. The event also featured a panel of women who shared views on a variety of topics, including mental health, general wellness tips, and local legislation and policies that impact women's health. A physician also shared a talk featuring Oklahoma-specific statistics on women's health issues, including cancer risk, STD prevalence, and mental health concerns.Cooking Classes: Led by our Dietitian, 20 participants took part in a six-week session of cooking classes, where they learned how to properly prepare and cook a variety of healthy meals. Each participant was given their own ingredients and was instructed by a local chef on proper techniques for cutting and cooking their meals. Healthy Hopeful Communities Collaborative: The Lynn Institute works with our Healthy Hopeful Communities (HHC) members to identify gaps in programming and services to create a plan of work that will have a sustainable impact on the community. The HHC is comprised of community leaders representing civic, community, faith-based and nonprofit organizations, city, county and state government, education, business and commerce, hospitals and clinics, transportation, environment and beautification entities, and economic and development agencies. This group met quarterly with more than 100 annual attendees to focus on resource access, community and neighborhood development and improvement, bringing healthcare services to residents, food insecurity, education and employment opportunities, and a host of other projects. With diverse backgrounds, ideas, and expertise, the HHC is focused on healthy, hopeful, and sustainable change.
  Form 990-PF, Part IX-A-Summary of Direct Charitable Activities - # 2 The Lynn Institute Hope Strategies division was implemented in FY24 and is dedicated to sharing the Science of Hope with community and civic organizations, neighborhoods, nonprofits, neighborhoods, and our partner agencies. Hope offers a simple framework, which enjoys a common definition and a robust body of evidence lending itself to the development of easy-to-use intervention modalities to help trauma survivors. The founder of the Science of Hope, Dr. Chan Hellman, has published several studies showing how childhood adversity and trauma can reduce our capacity to hope (rumination, insecure attachments, PTSD, anxiety). Hellman and his colleagues have also published numerous studies showing that hope can be nurtured and restored through simple strategies. This research is the foundation of the larger Hope Centered and Trauma Informed curriculum we are using to train human service organizations, school districts, law enforcement agencies, judges, and other officers of the courts, etc. across several US states and internationally.Science of Hope training classes were offered throughout the year including a variety of additional educational resources, food distribution and health fairs for participants.In FY 25, more than 300 participants were trained in the Science of Hope. Science of Hope is also presented in at risk, vulnerable communities, including OSU OKC/Centers for Social Innovation, which provides life skills education variety of young adult and older students who were formerly incarcerated, recovering, from substance abuse, high school dropouts, etc. The Science of Hope is instrumental in teaching individuals the tenets of hope including how the focus is given to the two components of pathways thinking and agency thinking. Pathways thinking refers to the ability to identify strategies or plans on how to achieve one's goals. The hopeful person can identify multiple pathways to the desired goal and effectively conceive alternative pathways or solutions to potential barriers. Agency thinking refers to the mental energy we deploy toward our goal pursuits. The hopeful person has the agency to self-regulate their thoughts, behaviors, and emotions when selecting and pursuing their desired goals. Positive expectations regarding the pursuit of desired goals become the essence of hope. (Hellman, Gwinn, 2017)Hope Strategies, a Division of the Lynn Institute, facilitates a juvenile justice program called CREW (Character, Responsibility, Entrepreneurship, and Well-Being). CREW meets weekly to provide an opportunity for juvenile offenders to fulfill their court-ordered community engagement requirements by serving in the Lynn Institute's community garden. Hope Strategies work alongside these students, nurturing Hope and creating avenues for connection and change. Enrichment activities are provided each week and guest speakers frequently come to share their stories with the students. CREW members do not just fulfill justice requirements; they leave the program with healthier life goals and a better sense of self.Since its launch, more than 1,500 students have participated in this program, including 411 in FY 25 along with 125 volunteers, with the potential to increase the number of classes and activities as the behavioral outcomes continue to increase and recidivism decreases. The program has also generated more than 500 volunteer hours of participation.In October 2024, Lynn Institute expanded its impact with the launch of CREW Connections, a specialized program for girls detained at the Oklahoma County Juvenile Detention Center. In FY 25, 25 CREW Connections classes served 85 participants, offering smaller, more intimate sessions focused on emotional wellness, self-worth, and healing. Programming included art therapy and creative expression, goal-setting workshops, mock interviews, and physical activity and mindfulness practicesall designed to foster hope and resilience during a challenging time.
  Form 990-PF, Part IX-A-Summary of Direct Charitable Activities - # 3 The mission of the Lynn Institute for Healthcare Research, Inc. is to create and sustain healthy,hopeful communities across Oklahoma. Over the last several years, we have increased our scope ofwork from just focusing on health research, through our lifestyle summaries of targeted zip codesin areas of high need and at-risk communities, to implement a variety of programs and services,and resources to address the negative social determinants of health that are plaguing ourcommunities. Lynn does this on our own and with local stakeholders and partners to shareresources and make positive impacts in the most vulnerable of communities and populations,including minority communities with limited access to nutritious food, fresh fruits and vegetables,safety, and appropriate shelter as well as access to quality health services.Our scope of work in FY 25 included, but is not limited to, providing: *More than 40,000 pounds of food, including fresh fruits and vegetables. *250 Food Distribution events with partner organizations. *Impacted more than 10,000 families served throughout the year. *Women's health events and education attended by nearly 250 women. * Men's health talks and stakeholder meetings with more than 50 men. *Averaged more than 30 in monthly attendance at Lynn Lunch & Learn health and wellness community lectures. *Expanded Lunch and Learn programs to the Hispanic community in south Oklahoma City. *More than 500 attendees at family-friendly events, including Science4U, Fall Festival Garden Party, and Holly Jolly.
  Form 990-PF, Part IX-A-Summary of Direct Charitable Activities - # 4 The Lynn Institute Community Garden at Chesapeake.The Chesapeake Garden was established in April 2010 and was designed to enable employees to tap into the physical, mental, emotional, and spiritual benefits that gardening provides. More than 725 employees participated in the garden for one or more seasons tending the 65 raised bed plots. Despite the difficulties that accompany the oil industry, Chesapeake has kept the garden intact but has been unable to dedicate the human or financial capital needed to sustain the beauty and crop production that once existed.A valued collaborative member noticed the garden, On the Road to Health instructor, and master gardener who pursued more information about the space. Through contact with Chesapeake, it was determined that while the garden still existed, it had not been maintained in more than onetwo years. It was through this contact that Chesapeake heard about the Lynn Institute's work and spirit of collaboration and Lynn found out about the garden and it's potential.Upon learning of the Lynn Institute's programs and work, mission and values, Chesapeake felt our organization was perfectly aligned with the original intent of the garden. In fact, some of the goals and values listed in the original documents of the garden planning included phrases like:*team and community building,*family-oriented activities,*educational opportunities,*food access for those who need it,*promotion of growth and recovery for those coming out of addiction, and inspiring and empowering for adults and children.Additionally, the Chesapeake Garden offers a way to tie together every initiative that Lynn works on including parks and gardens, new educational opportunities and experiences, health and wellness programs, community outreach, resource access and hope. Current areas that would immediately benefit from this project would certainly include Northeast Oklahoma City and zip code 73114 in north Oklahoma City. However, the beauty of the project is that more vulnerable and underserved areas could be included in activities.The partnership with Chesapeake offers: *An innovative approach to pursue greater collaboration and funding with partners, *Increase access to healthy nutrition and food, *Broaden our reach in serving underserved populations with community outreach, *Provide expanded no-cost health education and wellness-driven programs to residents in the areas Lynn serves, *Engage children and youth in learning and community services opportunities, *Introduce senior adults to fitness and gardening programs, *Offer an encouraging growth and recovery opportunity to youth and adults moving out of addiction and poor life choices.During FY25, the Lynn institute Community Garden at Expand: *Harvested more than 3,770 pounds of produce. *54,339 pounds of wholesale produce distributed. *Partnered with community organizations to distribute produce to 4,680 households. *Reduced reliance on external produce sources with increased production. *Hosted 63 individual volunteers totaling 411 volunteer hours in the garden. *Held a Fall Festival Garden Party with more than 100 family members in attendance.

TY 2024 InvestmentsOtherSchedule2
Name:
Thomas N Lynn Institute for Healthcare
 
Research Inc
EIN:
73-1427611
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
Investment in subsidiary - LHSI AT COST 16,630,878 15,000,000

TY 2024 LandEtcSchedule2
Name:
Thomas N Lynn Institute for Healthcare
 
Research Inc
EIN:
73-1427611
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
Apple Computer 1,844 1,844 0  
Liquidfish - application development 117,348 117,348 0  
3NINES (phone & internet hardware) 3,940 3,940 0  
Laptop 1,271 1,271 0  
Leasehold Improvements 65,061 7,687 57,374  
Equipment 8,171 409 7,762  


TY 2024 LegalFeesSchedule
Name:
Thomas N Lynn Institute for Healthcare
 
Research Inc
EIN:
73-1427611
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Legal Fees 14,619 0 0 14,619


TY 2024 OtherDecreasesSchedule
Name:
Thomas N Lynn Institute for Healthcare
 
Research Inc
EIN:
73-1427611
Description Amount
Change In Investment - LHSI 3,798,984


TY 2024 OtherExpensesSchedule
Name:
Thomas N Lynn Institute for Healthcare
 
Research Inc
EIN:
73-1427611
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Insurance 99 0 0 99
Bank Fees 2,731 0 0 2,731
Advertising 32,954 0 0 32,954
Postage 69 0 23 46
Program Supplies 137,320 0 0 137,320
Office Supplies 35,406 0 32,670 2,734
Business Meals 8,652 0 0 8,652
Office Expenses 30,697 0 0 9,496
Books, dues & Subscriptions 9,280 0 0 9,280
Fundraising 15,118 0 0 15,118
Utilities 7,267 0 0 7,267
Miscellaneous 4,609 0 0 8,734
Small equipment 14,375 0 14,375 0
Repairs and Maintenance 8,465 0 0 8,465


TY 2024 OtherIncomeSchedule2
Name:
Thomas N Lynn Institute for Healthcare
 
Research Inc
EIN:
73-1427611
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
Program Revenue 50,789   50,789


TY 2024 OtherLiabilitiesSchedule
Name:
Thomas N Lynn Institute for Healthcare
 
Research Inc
EIN:
73-1427611
Description Beginning of Year - Book Value End of Year - Book Value
Loan from related party - LHSI 1,810,413 17,132
Refundable Advance 0 24,210


TY 2024 OtherProfessionalFeesSchedule
Name:
Thomas N Lynn Institute for Healthcare
 
Research Inc
EIN:
73-1427611
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Consulting 96,144 8,035 8,035 88,109


TY 2024 TaxesSchedule
Name:
Thomas N Lynn Institute for Healthcare
 
Research Inc
EIN:
73-1427611
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Payroll Taxes 65,549 811 811 64,738
Federal Excise Tax 68,629 0 0 0