SOUTHERN OKLAHOMA MEMORIAL FOUNDATION INC: Form 990PF, tax year 2018
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- Organization
- SOUTHERN OKLAHOMA MEMORIAL FOUNDATION INC (EIN 73-1300662)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-01-06
- IRS object ID
- 202020069349100202
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-01-06T09:11:31-06:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 731225615 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SMITH CARNEY & CO PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 S COMMERCE AVE SUITE 33 | AddressLine1Txt |
| City | ARDMORE | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 734013924 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 731300662 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOUTHERN OKLAHOMA MEMORIAL FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SOUT | BusinessNameControlTxt |
| Phone | 5802260700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1409 | AddressLine1Txt |
| City | ARDMORE | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 734021409 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY KATE WILSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5802260700 | PhoneNum |
| Signature | 2019-12-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KEVIN D HOWARD CPA | PreparerPersonNm |
| PTIN | P00352638 | PTIN |
| Phone | 5802261227 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $109,455,799 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,035 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,035 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,620,214 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,620,214 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $1,397,056 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $1,397,056 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $899,047 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $4,858,320 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $14,912,661 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,858,320 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $43,872 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $43,872 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $8,920,497 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,920,497 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $121,800 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $36,540 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $85,260 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $273 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $273 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $18,458 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $18,458 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $236,419 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $236,419 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $124,406 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,775 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $501,212 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $498,009 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $19,738 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $4,935 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $14,803 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $232,610 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $120,262 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $109,340 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,254,916 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $901,940 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $228,134 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,752,864 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,752,864 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,007,780 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $901,940 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,980,998 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,912,717 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $8,018,557 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $795,492 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,746,593 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,746,593 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $1,123 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $426,526 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $1,123 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $1,123 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $50,705,341 | CorporateStockBOYAmt |
| Corporate Stock EOY | $40,259,876 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $43,899,395 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $17,274,069 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $22,242,181 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $21,783,834 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $14,173,642 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $4,197,112 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $10,368,049 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $9,976,530 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $14,610,008 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $24,848,550 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $24,885,876 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $27,410,833 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $58,996 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $54,983 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $7,216 | LandBOYAmt |
| Land EOY | $4,013 | LandEOYAmt |
| Land EOYFMV | $4,013 | LandEOYFMVAmt |
| Total Assets BOY | $104,425,243 | TotalAssetsBOYAmt |
| Total Assets EOY | $99,116,192 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $109,455,799 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $102,343,459 | UnrestrictedBOYAmt |
| Unrestricted EOY | $96,979,860 | UnrestrictedEOYAmt |
| Temporarily Restricted BOY | $15,491 | TemporarilyRestrictedBOYAmt |
| Temporarily Restricted EOY | $0 | TemporarilyRestrictedEOYAmt |
| Permanently Restricted BOY | $2,066,293 | PermanentlyRestrictedBOYAmt |
| Permanently Restricted EOY | $2,136,332 | PermanentlyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $104,425,243 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $99,116,192 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $104,425,243 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $99,116,192 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $104,425,243 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,912,717 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $107,337,960 | SubtotalAmt |
| Other Decreases | $8,221,768 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $99,116,192 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| CAPITAL GAINS OF PRIVATE EQUITY SECURITIES | P | $2,508,134 | $2,508,134 | $2,508,134 | |
| SALE OF PUBLICLY TRADED SECURITIES | $12,404,527 | $2,350,186 | $2,350,186 | $10,054,341 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,858,320 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $4,608,077 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $103,150,597 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.044673 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $4,758,252 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $96,655,695 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049229 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $5,438,234 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $99,127,759 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.054861 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $5,154,828 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $107,955,671 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.047749 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $4,807,287 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $106,306,333 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.045221 | DistributionYr5Rt |
| Total Distribution | 0.241733 | TotalDistributionRt |
| Average Distribution | 0.048347 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $102,682,235 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $4,964,378 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $80,186 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $5,044,564 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $4,980,998 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $160,371 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $160,371 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $160,371 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $141,241 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $60,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $201,241 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $3 | EsPenaltyAmt |
| Overpayment | $40,867 | OverpaymentAmt |
| Applied To ES Tax | $40,867 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OK | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.SOMFARDMORE.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5802260700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 W MAIN ST STE 220 | AddressLine1Txt |
| City | ARDMORE | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MARY KATE WILSON | ||||||||
| PO BOX 1409 | ARDMORE | OK | 73402 | PRESIDENT | 30.00 | $121,800 | $0 | $0 |
| T A BRANDT | ||||||||
| 471 MAJESTIC HILLS ROAD | ARDMORE | OK | 73401 | DIRECTOR | 0.40 | $0 | $0 | $0 |
| DEBRA FIELDS | ||||||||
| 1912 RED OAK DRIVE | ARDMORE | OK | 73401 | DIRECTOR | 0.40 | $0 | $0 | $0 |
| BILL GODDARD | ||||||||
| 1505 N COMMERCE STE 102 | ARDMORE | OK | 73401 | DIRECTOR | 0.40 | $0 | $0 | $0 |
| RON GRAVES | ||||||||
| 1119 WALNUT DRIVE | ARDMORE | OK | 73401 | DIRECTOR | 0.40 | $0 | $0 | $0 |
| PHIL MCANALLY | ||||||||
| 320 A ST NE | ARDMORE | OK | 73401 | DIRECTOR | 0.40 | $0 | $0 | $0 |
| MIKE MORDY | ||||||||
| 110 WEST MAIN | ARDMORE | OK | 73401 | DIRECTOR | 0.40 | $0 | $0 | $0 |
| KEVIN REED | ||||||||
| 256 CLUB LAKE ROAD | ARDMORE | OK | 73401 | DIRECTOR | 0.40 | $0 | $0 | $0 |
| HENRY ROBERTS | ||||||||
| 1316 12TH AVE NW | ARDMORE | OK | 73401 | DIRECTOR | 0.40 | $0 | $0 | $0 |
| SALLIE WALKER | ||||||||
| 5695 MT WASHINGTON ROAD | ARDMORE | OK | 73401 | DIRECTOR | 0.40 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MERCY MEMORIAL HEALTH CENTER | |||||
| 1011 14TH AVENUE NW | ARDMORE | OK | 73401 | CONTRACT LEASED EMPLOYEES | $109,621 |
| BARROW HANLEY MEWHINNEY & STRAUSS INC | |||||
| 3232 MCKINNEY 15TH FLOOR | DALLAS | TX | 75204 | INVESTMENT ADVSIOR | $94,642 |
| ELLWOOD ASSOCIATES | |||||
| 33 W MONROE SUITE 1850 | CHICAGO | IL | 60603 | INVESTMENT ADVSIOR | $85,462 |
| BLACKSTONE REAL ESTATE PARTNERS EUROPE V | |||||
| 345 PARK AVENUE | NEW YORK | NY | 10154 | INVESTMENT ADVSIOR | $65,186 |
| BANK OF OKLAHOMA | |||||
| PO BOX 2300 | TULSA | OK | 74192 | INVESTMENT ADVSIOR | $52,894 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $89,544,559 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $57,384 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $14,643,981 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $104,245,924 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $104,245,924 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,563,689 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $102,682,235 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,134,112 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,134,112 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $160,371 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $5,133 | IncomeTaxAmt |
| Total Tax | $165,504 | TotalTaxAmt |
| Distributable Before Adj | $4,968,608 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,968,608 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,968,608 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,980,998 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,980,998 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $4,980,998 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,968,608 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $4,785,696 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,980,998 | QualifyingDistributionsAmt |
| Applied To Year1 | $4,785,696 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $195,302 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $4,773,306 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MARY KATE WILSON PRESIDENT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 W MAIN SUITE 220 | AddressLine1Txt |
| City | ARDMORE | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5802260700 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATION SHOULD INCLUDE A DESCRIPTION AND AMOUNT OF THE REQUEST, FINANCIAL STATEMENTS, AND THE PUBLIC CHARITY STATUS OF THE REQUESTING ENTITY. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | MARCH 1; JUNE 1; SEPTEMBER 1; DECEMBER 1 | SubmissionDeadlinesTxt |
| Restrictions On Awards | GENERALLY RESTRICTED TO GEOGRAPHICAL AREA OF 50 MILE RADIUS OF ARDMORE, OK WITHIN THE STATE OF OKLAHOMA. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (59 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| A PLUS READING ROOM INC | |||||||
| 1717 WINCHESTER | ARDMORE | OK | 73401 | PC | GRANT - FY20 READING THERAPIST SALARIES | $60,000 | |
| AMERICAN NATIONAL RED CROSS | |||||||
| 1006 NORTHWEST BOULEVARD | ARDMORE | OK | 73401 | PC | GRANT - HOME FIRE ASSISTANCE TO CARTER & SURROUNDING COUNTIES | $25,000 | |
| ARBUCKLE AREA COUNCIL #468-BOY SCOUTS | |||||||
| PO BOX 5309 | ARDMORE | OK | 73403 | PC | FOR CAMP SIMPSON MAINTENANCE EQUIPMENT | $1,000 | |
| ARBUCKLE LIFE SOLUTIONS INC | |||||||
| 9 10TH AVENUE NW | ARDMORE | OK | 73401 | PC | MATCHING GRANT - M K WILSON FOR OPERATING SUPPORT | $1,250 | |
| ARBUCKLE MEMORIAL HOSPITAL | |||||||
| 2011 WEST BROADWAY | SULPHUR | OK | 73086 | PC | GRANT - HEALTH CLINIC CONTRUCTION | $250,000 | |
| ARDMORE DAY NURSERY INC | |||||||
| 320 D STREET NW | ARDMORE | OK | 73401 | PC | GRANT - FYE 4/30/19 OPERATING SUPPORT | $10,000 | |
| ARDMORE DAY NURSERY INC | |||||||
| 320 D STREET NW | ARDMORE | OK | 73401 | PC | MATCHING CONTRIBUTION FOR MIKE MORDY CK#2463 1/23/19 | $100 | |
| ARDMORE FAMILY LITERACY INC | |||||||
| 1405 4TH AVE NW 104 | ARDMORE | OK | 73401 | PC | FOR OPERATING SUPPORT | $1,000 | |
| ARDMORE PARKS & REC DEPT | |||||||
| PO BOX 249 | ARDMORE | OK | 73402 | PC | MATCHING CONTRIBUTION - MIKE MORDY CK#2443 10/2/18 | $350 | |
| ARDMORE PARKS & REC DEPT | |||||||
| PO BOX 249 | ARDMORE | OK | 73402 | PC | GRANT - "THE CLUBHOUSE" CONSTRUCTION | $500,000 | |
| ARDMORE SCHOOL DISTRICT I-19 | |||||||
| PO BOX 1709 | ARDMORE | OK | 734021709 | PC | GRANT - SO OKLAHOMA MARCHING BAND CAMP | $14,130 | |
| ARDMORE SCHOOL DISTRICT I-19 | |||||||
| PO BOX 1709 | ARDMORE | OK | 734021709 | PC | GRANT - ACS EMPOWERING THE ARTS PRGMS | $20,275 | |
| ARDMORE SCHOOL DISTRICT I-19 | |||||||
| PO BOX 1709 | ARDMORE | OK | 734021709 | PC | SCHOOL NURSES | $134,693 | |
| ARDMORE SCHOOL DISTRICT I-19 | |||||||
| PO BOX 1709 | ARDMORE | OK | 734021709 | PC | GRANT - SCHOOL RESOURCE OFFICERS FY18 | $30,000 | |
| ARDMORE SCHOOL DISTRICT I-19 | |||||||
| PO BOX 1709 | ARDMORE | OK | 734021709 | PC | GRANT - PERFORMING ARTS CENTER CONSTRUCTION | $450,000 | |
| ARDMORE SCHOOL DISTRICT I-19 | |||||||
| 800 M STREET NE | ARDMORE | OK | 73401 | PC | A/P INCENTIVE PROGRAMS FY18, '19,' 20 | $21,577 | |
| BOYS AND GIRLS CLUB OF DURANT | |||||||
| PO BOX 1516 | DURANT | OK | 74702 | PC | GRANT - CARTER COUNTY BOYS & GIRLS CLUB 2019 SUPPORT | $20,000 | |
| BROADWAY HOUSE INC | |||||||
| 221 2ND AVENUE NW | ARDMORE | OK | 73401 | PC | GRANT - 2018 OPERATING SUPPORT | $10,000 | |
| CHAMBER OF COMMERCE FOUNDATION INC | |||||||
| PO BOX 1585 | ARDMORE | OK | 73402 | PC | GRANT - MATCHING CONTRIBUTION MIKE MORDY 4/29/19 #2477 | $100 | |
| COMMUNITY ACTIVITIES INC OF ARDMORE | |||||||
| PO BOX 2597 | ARDMORE | OK | 73402 | PC | ARDMORE BEHAVIORAL HEALTH COLLABORATIVE | $50,000 | |
| FAMILY SHELTER OF SO OK - SRV FOR VICTIMS | |||||||
| PO BOX 1408 | ARDMORE | OK | 73401 | PC | GRANT - CAPITAL CAMPAIGN: RENOVATION SHELTER WING | $520,000 | |
| FELLOWSHIP OF CHRISTIAN ATHLETES - SO CNTRL OK | |||||||
| 1901 ROCK CREEK ROAD | ARDMORE | OK | 73401 | PC | MATCHING CONTRIBUTION - MIKE MORDY CK#2470 3/5/19 | $750 | |
| FELLOWSHIP OF CHRISTIAN ATHLETES - SO CNTRL OK | |||||||
| 1901 ROCK CREEK ROAD | ARDMORE | OK | 73401 | PC | SUMMER CAMP SCHOLARSHIPS FOR ARDMORE | $100 | |
| FIRST UNITED METHODIST CHURCH PRESCHOOL | |||||||
| 501 W MAIN STREET | ARDMORE | OK | 73401 | PC | GRANT - PRESCHOOL SCHOLARSHIPS FY19 | $10,000 | |
| FOOD & RESOURCE CNTR OF SO CNTRL OKLA INC | |||||||
| 801 HAILEY STREET SW | ARDMORE | OK | 73401 | PC | MATCHING CONTRIBUTION (MK WILSON FOR OPERATING SUPPORT) | $1,000 | |
| FOOD & RESOURCE CNTR OF SO CNTRL OKLA INC | |||||||
| 801 HAILEY STREET SW | ARDMORE | OK | 73401 | PC | GRANT - 2019,2020, & 2021 OPERATING SUPPORT | $180,000 | |
| FOOD & RESOURCE CNTR OF SO CNTRL OKLA INC | |||||||
| 801 HAILEY STREET SW | ARDMORE | OK | 73402 | PC | GRANT - ROOF REPAIRS | $90,000 | |
| GIRLS ON THE RUN OF SO OKLAHOMA INC | |||||||
| 911 WEST BROADWAY SUITE 110 | ARDMORE | OK | 73401 | PC | GRANT - OPERATING SUPPORT 2018/2019 PROGRAMS | $12,000 | |
| GIRLS ON THE RUN OF SO OKLAHOMA INC | |||||||
| 911 WEST BROADWAY SUITE 110 | ARDMORE | OK | 73401 | PC | MATCHING CONTRIBUTION FOR PARTICIPANT SCHOLARSHIPS | $250 | |
| GOOD SHEPHERD COMMUNITY CLINIC INC | |||||||
| 20 12TH AVE NW | ARDMORE | OK | 73401 | PC | MAMMOGRAM PROGRAM | $10,044 | |
| GOOD SHEPHERD COMMUNITY CLINIC INC | |||||||
| 20 12TH AVE NW | ARDMORE | OK | 73401 | PC | GRANT - 2019 OPERATING SUPPORT | $650,000 | |
| GRACE CENTER OF SOUTHERN OKLAHOMA | |||||||
| 11 A STREET NW | ARDMORE | OK | 73401 | PC | GRANT - 2019 OPERATING SUPPORT | $25,000 | |
| HFV WILSON COMMUNITY CENTER | |||||||
| PO BOX 502 | ARDMORE | OK | 73402 | PC | GRANT - 7/1/18-6/30/19 OPR SUPPORT | $60,000 | |
| HICKORY CREEK CHILD CENTER INC | |||||||
| 1408 4TH AVE NW | ARDMORE | OK | 73401 | PC | GRANT - 3-STAR ACCREDITATION COSTS | $11,571 | |
| INTEGRIS HEALTH FOUNDATION INC | |||||||
| 3030 NORTHWEST EXPRESSWAY SUITE | OKLAHOMA CITY | OK | 73112 | PC | GRANT - ARCADIA TRAILS CAPITAL CAMPAIGN | $250,000 | 1600 |
| LANDING BRIDGE INC | |||||||
| 177 E STREET NW | ARDMORE | OK | 73401 | PC | GRANT - 2019 OPERATING EXPESNES | $30,000 | |
| LEGAL AID SERVICES OF OKLAHOMA INC | |||||||
| 2915 N CLASSEN SUITE 500 | OKLAHOMA CITY | OK | 73106 | PC | MATCHING CONTRIBUTION - MIKE MORDY SUPPORT FOR ARDMORE AREA | $250 | |
| MEDICAL EQUIPMENT ASSISTANCE PROGRAM INC | |||||||
| 2525 3RD AVENUE NE | ARDMORE | OK | 73401 | PC | OPERATING SUPPORT | $30,000 | |
| MENTAL HEALTH SERVICES OF SO OKLAHOMA | |||||||
| PO BOX 189 | ARDMORE | OK | 73402 | PC | GRANT - FURNISHINGS, IPAD PROGRAM, INDIGENT CARE '18 | $171,000 | |
| MERCY HOSPITAL ARD LYNCH PYMT | |||||||
| 1011 14TH AVENUE NW | ARDMORE | OK | 73401 | PC | INDIGENT CARE REIMBURSEMEMT | $15,491 | |
| MORE FOUNDATION | |||||||
| 301 W MAIN SUITE 210 | ARDMORE | OK | 73401 | PC | SCHOLARSHIPS | $149,500 | |
| MURRAT COUNTY EMS | |||||||
| PO BOX 545 | SULPHUR | OK | 73086 | PC | GRANT - SULPHUR STATION FACILITIES RENOVATION/EXPANSION | $50,000 | |
| OAK HALL | |||||||
| PO BOX 1807 | ARDMORE | OK | 73402 | PC | GRANT - NEEDS BASED SCHOLARSHIPS FY 19 & FY20 | $60,000 | |
| OAK HALL | |||||||
| PO BOX 1807 | ARDMORE | OK | 73402 | PC | MATCHING CONTRIBUTION - MIKE MORDY | $100 | |
| OKLAHOMA ARTS INSTITUTE | |||||||
| 111 NW 9TH STREET | OKLAHOMA CITY | OK | 73102 | PC | ARTS INSTITUTE EDUCATOR SCHOLARSHIPS | $16,000 | |
| OKLAHOMA BAPTIST HOMES FOR CHILDREN INC | |||||||
| 225 WEST MAIN | ARDMORE | OK | 73401 | PC | GRANT - 2019 EWYL EDUCATION & MEDICAL PROGRAM NEEDS | $15,000 | |
| OKLAHOMA BAPTIST HOMES FOR CHILDREN INC | |||||||
| 225 WEST MAIN | MADILL | OK | 73446 | PC | BAPTIST HOME FOR GIRLS, MADILL - DEVELOPMENT OF WATER/IRRIGATION NEEDS | $4,500 | |
| OKLAHOMA BLOOD INSTITUTE | |||||||
| 1001 N LINCOLN BLVD | OKLAHOMA CITY | OK | 73104 | PC | GRANT - NEW ARDMORE DONATION CENTER CONSTRUCTION | $250,000 | |
| OKLAHOMA SAFETY COUNCIL INCORPORATED | |||||||
| 2400 S VERMONT AVE | OKLAHOMA CITY | OK | 73108 | PC | GRANT - AEDS FOR CARTER COUNTY ORGANIZATIONS | $100,000 | |
| OMNIA INC | |||||||
| 1550 KNOX ROAD | ARDMORE | OK | 73401 | PC | GRANT - TECHNOLOGY UPDATE FOR THE LODGE | $27,512 | |
| OUTCASTS UNDER TRANSFORMATION INC | |||||||
| 177 E STREET NW | ARDMORE | OK | 73401 | PC | GRANT - PAVE PARKING & PATIO; COMPRESSOR | $35,000 | |
| PLAINVIEW SCHOOL DIST I-27 | |||||||
| 1140 S PLAINVIEW ROAD | ARDMORE | OK | 73401 | PC | MATCHING CONTRIBUTION FOR PLAINVIEW ELEMENTARY PHYSICAL EDUCATION | $200 | |
| SARA'S PROJECT INC | |||||||
| PO BOX 1396 | ARDMORE | OK | 73402 | PC | GRANT - 2019 CRISIS ED SPECIALIST'S SAL & TRAINING | $25,000 | |
| SO OKLAHOMA HIGHER EDUCATION FOUNDATION | |||||||
| 2901 MT WASHINGTON ROAD | ARDMORE | OK | 73401 | PC | GRANT - FY19 LANSTON NURSING PRGM IN ARDMORE | $200,000 | |
| SO OKLAHOMA HIGHER EDUCATION FOUNDATION | |||||||
| 2901 MT WASHINGTON ROAD | ARDMORE | OK | 73401 | PC | GRANT - ITV SUPPORT SPECIALIST FY20 (YR 2) | $12,721 | |
| TRAVELIN TIGERS FUND INC | |||||||
| PO BOX 306 | ARDMORE | OK | 73402 | PC | MATCHING CONTRIBUTION - MEALS FOR STUDENT ATHLETES | $300 | |
| YMCA OF ARDMORE OKLAHOMA | |||||||
| 920 15TH AVE NW | ARDMORE | OK | 73401 | PC | MATCHING CONTRIBUTION - MIKE MORDY | $100 | |
| YMCA OF ARDMORE OKLAHOMA | |||||||
| 920 15TH AVE NW | ARDMORE | OK | 73401 | PC | GRANT - 2019 OPERATING SUPPORT | $100,000 | |
| YW8 INC | |||||||
| 2502 CROSSROADS DRIVE SUITE C | ARDMORE | OK | 73401 | PC | GRANT - OPERATING SUPPORT FYE 9/30/19 | $40,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,752,864 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ARDMORE SCHOOL DISTRICT I-19 | ||||||
| 800 M STREET NE | ARDMORE | OK | 73401 | PC | A/P INCENTIVE PROGRAM FY20 | $55,341 |
| COMMUNITY ACTIVITIES INC OF ARDMORE | ||||||
| PO BOX 2597 | ARDMORE | OK | 73402 | PC | ARDMORE BEHAVIORAL HEALTH COLLABORATIVE | $50,000 |
| FELLOWSHIP OF CHRISTIAN ATHLETES - SO CNTRL OK | ||||||
| 1901 ROCK CREEK ROAD | ARDMORE | OK | 73401 | PC | COACHES MINISTRY FY20 | $5,000 |
| GOOD SHEPHERD COMMUNITY CLINIC INC | ||||||
| 20 12TH AVE NW | ARDMORE | OK | 73401 | PC | MAMMOGRAM PROGRAM 19 | $65,127 |
| MORE FOUNDATION | ||||||
| 301 W MAIN SUITE 210 | ARDMORE | OK | 73401 | PC | FUNDING FOR SCHOLARSHIPS AWARDED TO 2015-2018 GRADUATED FOR FY19-21 | $367,000 |
| OKLAHOMA ARTS INSTITUTE | ||||||
| 111 NW 9TH STREET | ARDMORE | OK | 73401 | PC | FALL ART INSTITUTE SCHORLARSHIPS '19,'20 | $15,000 |
| SO OKLAHOMA HIGHER EDUCATION FOUNDATION | ||||||
| 2901 MT WASHINGTON ROAD | ARDMORE | OK | 73401 | PC | SIMULATION LAB FOR ECU NURSING PROGRAM | $133,443 |
| SO OKLAHOMA HIGHER EDUCATION FOUNDATION | ||||||
| 2901 MT WASHINGTON ROAD | ARDMORE | OK | 73401 | PC | LANGSTON UNIVERSITY NURSING EXTENTION | $400,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,090,911 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,035 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,620,214 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $899,047 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $43,872 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,858,320 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $8,422,488 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,422,488 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | AUDIT & TAX PREP | CategoryTxt |
| Amt | $18,458 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $18,458 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (45 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | RtRt |
|---|---|---|---|---|---|---|---|---|
| MEDICAL OFFICE BUILDING | 2008-07-01 | $5,280,876 | $1,342,800 | SL | 39.000000000000 | $135,407 | $135,407 | |
| IMPROVEMENTS - UROLOGY CENTER | 2008-07-01 | $283,991 | $283,991 | SL | 7.000000000000 | $0 | $0 | |
| IMPROVEMENTS - HEART & VASCULAR | 2008-12-01 | $74,826 | $74,826 | SL | 7.000000000000 | $0 | $0 | |
| IMPROVEMENTS - OLIVR | 2008-12-01 | $136,191 | $136,191 | SL | 7.000000000000 | $0 | $0 | |
| IMPROVEMENTS - SUNGA | 2008-12-01 | $104,288 | $104,288 | SL | 7.000000000000 | $0 | $0 | |
| IMPROVEMENTS - PAPIN | 2008-12-01 | $64,308 | $64,308 | SL | 7.000000000000 | $0 | $0 | |
| IMPROVEMENTS - GILMORE | 2008-12-01 | $119,806 | $119,806 | SL | 7.000000000000 | $0 | $0 | |
| IMPROVEMENTS - ARDMORE SURGICAL | 2008-12-01 | $298,151 | $298,151 | SL | 7.000000000000 | $0 | $0 | |
| IMPROVEMENTS - TENANT X | 2009-06-30 | $23,185 | $5,942 | SL | 39.000000000000 | $594 | $594 | |
| IMPROVEMENTS - MELTON | 2008-12-01 | $369,513 | $369,513 | SL | 7.000000000000 | $0 | $0 | |
| IMPROVEMENTS - BENSON | 2011-10-06 | $123,500 | $119,090 | SL | 7.000000000000 | $4,410 | $4,410 | |
| TELEPHONE SYSTEM | 1996-09-20 | $1,363 | $1,363 | SL | 10.000000000000 | $0 | $0 | |
| ADDITIONAL LINES | 1997-01-22 | $310 | $310 | SL | 10.000000000000 | $0 | $0 | |
| LOCKING FILE CABINET | 1996-09-20 | $266 | $266 | SL | 10.000000000000 | $0 | $0 | |
| METAL SHELVING | 1996-10-03 | $119 | $119 | SL | 10.000000000000 | $0 | $0 | |
| USED COMPUTER TABLE | 1996-11-06 | $51 | $51 | SL | 10.000000000000 | $0 | $0 | |
| LOCKING FILE CABINET | 1999-02-17 | $224 | $224 | SL | 10.000000000000 | $0 | $0 | |
| 4 FILE SHELVES | 2004-11-23 | $1,698 | $1,698 | SL | 10.000000000000 | $0 | $0 | |
| AVAYA ACS UNIT & 18 DISPLAY SET | 2005-01-12 | $1,679 | $1,679 | SL | 10.000000000000 | $0 | $0 | |
| OFFICE FURNITURE - ACCOUNTANT | 2005-02-16 | $4,700 | $4,700 | SL | 10.000000000000 | $0 | $0 | |
| OFFICE FURNITURE - RECEPTIONIST | 2005-02-16 | $3,351 | $3,351 | SL | 10.000000000000 | $0 | $0 | |
| OFFICE FURNITURE - RECEPTIONIST CHAIR | 2005-02-18 | $167 | $167 | SL | 10.000000000000 | $0 | $0 | |
| 16 HON BOARD ROOM CHAIRS | 2005-02-24 | $6,480 | $6,480 | SL | 10.000000000000 | $0 | $0 | |
| PAOLI EXECUTIVE FURNITURE | 2005-03-21 | $6,995 | $6,995 | SL | 10.000000000000 | $0 | $0 | |
| HON EXEC HIGHBACK CHAIR | 2005-03-25 | $415 | $415 | SL | 10.000000000000 | $0 | $0 | |
| PAOLI 16' CONFERENCE TABLE | 2005-04-04 | $5,562 | $5,557 | SL | 10.000000000000 | $0 | $0 | |
| PAOLI BUFFET CREDENZA | 2005-04-04 | $3,294 | $3,290 | SL | 10.000000000000 | $0 | $0 | |
| HON KEYBOARD TRAY | 2005-04-04 | $54 | $50 | SL | 10.000000000000 | $0 | $0 | |
| WORK ROOM CABINETS | 2005-05-05 | $2,950 | $2,950 | SL | 10.000000000000 | $0 | $0 | |
| HON STORAGE CABINET | 2006-08-24 | $932 | $932 | SL | 10.000000000000 | $0 | $0 | |
| PROJECTOR & SCREEN | 2006-07-28 | $1,463 | $1,463 | SL | 5.000000000000 | $0 | $0 | |
| HP LASER PRINTER 2420D | 2006-09-12 | $573 | $573 | SL | 5.000000000000 | $0 | $0 | |
| HP COLOR LASER JET CP2025 PRINTER | 2010-10-05 | $408 | $408 | SL | 5.000000000000 | $0 | $0 | |
| REFRIGERATOR W/ ICEMAKER 14CU | 2012-02-08 | $563 | $359 | SL | 10.000000000000 | $56 | $0 | |
| HON EXEC HIGHBACK CHAIR | 2014-05-30 | $436 | $180 | SL | 10.000000000000 | $44 | $0 | |
| SAVIN MP2501SP B/W COPIER | 2015-01-29 | $3,465 | $2,368 | SL | 5.000000000000 | $693 | $0 | |
| IPAD AIR2 QTY 11 | 2015-01-14 | $7,553 | $5,186 | SL | 5.000000000000 | $1,511 | $0 | |
| IPAD AIR2 | 2015-02-17 | $687 | $457 | SL | 5.000000000000 | $137 | $0 | |
| IMPROVEMENTS - SAVAGE | 2015-09-22 | $1,195,038 | $483,706 | SL | 7.000000000000 | $170,720 | $170,720 | |
| IMPROVEMENTS - ARDMORE PEDIATRICS (LANDIS) | 2016-10-05 | $474,280 | $118,570 | SL | 7.000000000000 | $67,754 | $67,754 | |
| MEDICAL CLINIC BUILDING | 2017-01-01 | $4,645,824 | $177,921 | SL | 39.000000000000 | $119,124 | $119,124 | |
| DELL OPTIPLEX 7050 MFF COMPUTERS W ACCESSORIES | 2017-07-07 | $3,811 | $762 | SL | 5.000000000000 | $762 | $0 | |
| LAND | 2008-07-01 | $873,375 | L | $0 | $0 | |||
| IMPROVEMENTS - 2ND FLOOR ORTHO | 2019-06-12 | $69,868 | NC | $0 | $0 | 0.000000000000 | ||
| IMPROVEMENTS - 1ST FLOOR SPINE BUILD-OUT | 2019-06-12 | $36,622 | NC | $0 | $0 | 0.000000000000 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | OWNERSHIP OF ENTITIES WITH CERTAIN FOREIGN REPORTING REQUIREMENTS | IdentifierTxt |
| Form And Line Reference | FORM 990-PF | FormAndLineReferenceDesc |
| Medium Explanation | THE FOUNDATION OWNS AN INTEREST IN THE FOLLOWING PASSTHROUGH ENTITIES WITH CERTAIN FOREIGN REPORTING REQUIREMENTS:LEXINGTON CAPITAL PARTNERS VI-A, LP (EIN 34-2047994)IP IV AIV LP (EIN 61-1734218)PORTFOLIO ADVISORS PRIVATE EQUITY FUND V LP (EIN 01-0895788)EACH OF THESE ENTITIES HAS MADE A TIMELY QUALIFIED ELECTING FUND ("QEF") ELECTION WITH RESPECT TO ITS INVESTMENT IN UNDERLYING PASSIVE FOREIGN INVESTMENT COMPANIES ("PFIC"), EFFECTIVE FOR EACH YEAR OF OWNERSHIP, AND HAS FILED THE REQUIRED FORMS 8621. ACCORDINGLY, THE FOUNDATION HAS NOT FURTHER REPORTED THE FOREIGN ACTIVITIES FROM THESE INVESTMENTS ON AN ADDITIONAL FORM 8621, AS IT DOES NOT BELIEVE IT TO BE NECESSARY. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS & POOLED INVESTMENTS - FIXED INCOME PORTION | BondNm |
| EOY Book Value | $22,242,181 | EOYBookValueAmt |
| EOYFMV | $21,783,834 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | COMMON STOCK & POOLED INVESTMENTS - EQUITY PORTION | StockNm |
| EOY Book Value | $40,259,876 | EOYBookValueAmt |
| EOYFMV | $43,899,395 | EOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (17 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| MEDICAL OFFICE BUILDING | $5,280,876 | $1,478,207 | $3,802,669 |
| IMPROVEMENTS - UROLOGY CENTER | $283,991 | $283,991 | $0 |
| IMPROVEMENTS - HEART & VASCULAR | $74,826 | $74,826 | $0 |
| IMPROVEMENTS - OLIVR | $136,191 | $136,191 | $0 |
| IMPROVEMENTS - SUNGA | $104,288 | $104,288 | $0 |
| IMPROVEMENTS - PAPIN | $64,308 | $64,308 | $0 |
| IMPROVEMENTS - GILMORE | $119,806 | $119,806 | $0 |
| IMPROVEMENTS - ARDMORE SURGICAL | $298,151 | $298,151 | $0 |
| IMPROVEMENTS - TENANT X | $23,185 | $6,536 | $16,649 |
| IMPROVEMENTS - MELTON | $369,513 | $369,513 | $0 |
| IMPROVEMENTS - BENSON | $123,500 | $123,500 | $0 |
| IMPROVEMENTS - SAVAGE | $1,195,038 | $654,426 | $540,612 |
| IMPROVEMENTS - ARDMORE PEDIATRICS (LANDIS) | $474,280 | $186,324 | $287,956 |
| MEDICAL CLINIC BUILDING | $4,645,824 | $297,045 | $4,348,779 |
| LAND | $873,375 | $0 | $873,375 |
| IMPROVEMENTS - 2ND FLOOR ORTHO | $69,868 | $0 | $69,868 |
| IMPROVEMENTS - 1ST FLOOR SPINE BUILD-OUT | $36,622 | $0 | $36,622 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ALTERNATIVE INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $24,885,876 | BookValueAmt |
| EOYFMV | $27,410,833 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (27 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| TELEPHONE SYSTEM | $1,363 | $1,363 | $0 |
| ADDITIONAL LINES | $310 | $310 | $0 |
| LOCKING FILE CABINET | $266 | $266 | $0 |
| METAL SHELVING | $119 | $119 | $0 |
| USED COMPUTER TABLE | $51 | $51 | $0 |
| LOCKING FILE CABINET | $224 | $224 | $0 |
| 4 FILE SHELVES | $1,698 | $1,698 | $0 |
| AVAYA ACS UNIT & 18 DISPLAY SET | $1,679 | $1,679 | $0 |
| OFFICE FURNITURE - ACCOUNTANT | $4,700 | $4,700 | $0 |
| OFFICE FURNITURE - RECEPTIONIST | $3,351 | $3,351 | $0 |
| OFFICE FURNITURE - RECEPTIONIST CHAIR | $167 | $167 | $0 |
| 16 HON BOARD ROOM CHAIRS | $6,480 | $6,480 | $0 |
| PAOLI EXECUTIVE FURNITURE | $6,995 | $6,995 | $0 |
| HON EXEC HIGHBACK CHAIR | $415 | $415 | $0 |
| PAOLI 16' CONFERENCE TABLE | $5,562 | $5,557 | $5 |
| PAOLI BUFFET CREDENZA | $3,294 | $3,290 | $4 |
| HON KEYBOARD TRAY | $54 | $50 | $4 |
| WORK ROOM CABINETS | $2,950 | $2,950 | $0 |
| HON STORAGE CABINET | $932 | $932 | $0 |
| PROJECTOR & SCREEN | $1,463 | $1,463 | $0 |
| HP COLOR LASER JET CP2025 PRINTER | $408 | $408 | $0 |
| REFRIGERATOR W/ ICEMAKER 14CU | $563 | $415 | $148 |
| HON EXEC HIGHBACK CHAIR | $436 | $224 | $212 |
| SAVIN MP2501SP B/W COPIER | $3,465 | $3,061 | $404 |
| IPAD AIR2 QTY 11 | $7,553 | $6,697 | $856 |
| IPAD AIR2 | $687 | $594 | $93 |
| DELL OPTIPLEX 7050 MFF COMPUTERS W ACCESSORIES | $3,811 | $1,524 | $2,287 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $273 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $273 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED LOSS ON INVESTMENTS | $2,515,637 |
| ELIMINATION OF FMV ADJUSTMENTS ON MARKETABLE SECURITIES | $5,706,131 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DUES & SUBSCRIPTIONS | $4,565 | $0 | $4,565 |
| EDUCATION & TRAINING | $1,080 | $0 | $1,080 |
| CONTRACT EMPLOYEES | $109,621 | $27,405 | $82,216 |
| INSURANCE | $16,842 | $0 | $16,842 |
| INVESTMENT EXPENSES | $92,087 | $92,087 | $0 |
| MISCELLANEOUS | $2,509 | $0 | $0 |
| POSTAGE & DELIVERY | $499 | $0 | $0 |
| REPAIRS & MAINTENANCE | $2,707 | $95 | $2,612 |
| OFFICE SUPPLIES | $2,700 | $675 | $2,025 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| MISCELLANEOUS INCOME | $39,751 | $39,751 | $39,751 |
| STATE TAX REFUND | $4,121 | $4,121 | $4,121 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK SERVICES CHARGES | $1,608 | $1,608 | $0 |
| CUSTODY FEES | $52,894 | $52,894 | $0 |
| INVESTMENT CONSULTING | $181,917 | $181,917 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $118,631 | $0 | $0 |
| FOREIGN TAX | $4,418 | $4,418 | $0 |
| STATE UBI TAX | $1,357 | $1,357 | $0 |
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