2025-08-08T11:24:33-07:00 2024-09-30 272893161 Core Business Advisors PLLC 12352 Market Drive Oklahoma City OK 73114 990PF 2023-10-01 730709836 PRESBYTERIAN HEALTH FOUNDATION PRES 4053198150 655 RESEARCH PARKWAY STE 500 OKLAHOMA CITY OK 73104 RICK MCCUNE President 2025-08-08 true true Stephanie L Bailey CPA P01646944 4056020793 X 2023 2025-03-06 01:10:19Z X X 220088966 X X 6373125 6373125 429385 1000000 429385 1774314 2232362 1635800 8576824 9034872 1635800 280348 72674 207674 289722 131487 98690 74542 165455 68948 33087 99665 42509 42509 30938 81263 8126 73137 479107 479107 63377 373697 129390 117014 2448 874005 539042 539042 897693 208252 191887 617205 9583 1096 153 8487 2385 999 845 1386 653898 266751 245124 192619 4149665 1948381 1320157 1277163 7143352 8009068 11293017 1948381 1320157 9286231 -2716193 7086491 315643 3034611 2269143 2269142 39261 21397 95068 17864 17864 166387 186031 186031 155851575 184890423 184890423 7530276 441630 7136351 7088646 7088646 30066658 25636860 25636860 196350650 220088967 220088966 214820 189826 3571275 2705559 47548 52478 685154 582315 4518797 3530178 X 191831853 216558789 191831853 216558789 196350650 220088967 191831853 -2716193 27443129 216558789 216558789 429385 98502 98502 98502 84586 20000 104586 6084 6084 false false false false false true true false true true OK true false false true false true WWW.PHFOKC.COM RICK MCCUNE 4053198150 655 RESEARCH PARKWAY STE 500 OKLA CITY OK 731043603 false false false false true false false false false false true false false false false false false false false false false false false TOM GRAY III 655 RESEARCH PARKWAY STE 500 OKLAHOMA CITY OK 73104 Chairman 1.00 0 RICK MCCUNE 655 RESEARCH PARKWAY STE 500 OKLAHOMA CITY OK 73104 President 40.00 150000 33931 CARL EDWARDS 655 RESEARCH PARKWAY STE 500 OKLAHOMA CITY OK 73104 Director 1.00 0 MICHAEL JOSEPH 655 RESEARCH PARKWAY STE 500 OKLAHOMA CITY OK 73104 Director 1.00 0 DAVID RAINBOLT 655 RESEARCH PARKWAY STE 500 OKLAHOMA CITY OK 73104 Director 1.00 0 JERRY VANNATTA MD 655 RESEARCH PARKWAY STE 500 OKLAHOMA CITY OK 73104 Director 1.00 0 G RAINEY WILLIAMS JR 655 RESEARCH PARKWAY STE 500 OKLAHOMA CITY OK 73104 Director 1.00 0 WILLIAM BARNES MD 655 RESEARCH PARKWAY STE 500 OKLAHOMA CITY OK 73104 Director 1.00 0 CHRISTY EVEREST 655 RESEARCH PARKWAY STE 500 OKLAHOMA CITY OK 73104 Director 1.00 0 SALLY STARLING 655 RESEARCH PARKWAY STE 500 OKLAHOMA CITY OK 73104 Director 1.00 0 DR STACIE ROUGAS 655 RESEARCH PARKWAY STE 500 OKLAHOMA CITY OK 73104 Director 1.00 0 DAVIS HUDIBURG 655 RESEARCH PARKWAY STE 500 OKLAHOMA CITY OK 73104 Director 1.00 0 DR JIMMY BALLARD 655 RESEARCH PARKWAY STE 500 OKLAHOMA CITY OK 73104 Director 1.00 0 AMANDA VERMILLION 655 RESEARCH PARKWAY STE 500 OKLAHOMA CITY OK 73104 CFO 40.00 67947 14216 BEVERLY SELF 655 RESEARCH PARKWAY STE 500 OKLAHOMA CITY OK 73104 CFO THRU 02/24 40.00 62401 14457 APRIL STUART 655 RESEARCH PARKWAY STE 500 OKLAHOMA CITY OK 73104 DIR-GRANTS/PROGRAM 40.00 87428 28702 UNIVERSITY OF OKLAHOMA FOUNDATION 100 TIMBERDELL ROAD NORMAN OK 73019 INVESTMENT MGT SERVICES 317301 FORVIS LLP 110 NORTH ELGIN AVENUE TULSA OK 74120 AUDIT & TAX SERVICES 96637 VANGUARD 400 DEVON PARK DRIVE WAYNE PA 19087 INVESTMENT MGT SERVICES 98428 RESEARCH PARK: THE FOUNDATION MAINTAINS A FACILITY RENTED IN SUPPORT OF MEDICAL RESEARCH START-UP ORGANIZATIONS AT OKLAHOMA HEALTH CENTER IN OKLAHOMA CITY 2049618 CHAPARRAL TOWNHOMES: 2030 LLC, A WHOLLY-OWNED SUBSIDIARY OF THE FOUNDATION, MAINTAINS A LOW-INCOME HOUSING (HUD) APARTMENT COMPLEX NEAR OKLAHOMA HEALTH CENTER 121384 THE FOUNDATION PURCHASED LOW-INCOME HOUSING APARTMENTS DURING THE YEAR ENDED SEPTEMBER 30, 2016. THE COSTS OF THE PROJECT ALLOCABLE TO THE YEAR ENDING SEPTEMBER 30, 2024 ARE: 141158 141158 170529475 4054352 21953208 196537035 0 196537035 2948056 193588979 9679449 9679449 98502 98502 9580947 9580947 9580947 9286231 141158 9427389 9580947 73446 259285 109659 442390 9427389 0 9427389 153558 153558 288832 0 288832 179173 109659 X GRANTS PAID DURING THE YEAR SEE ATTACHMENT VARIOUS OK 73104 NONE VAR PROGRAM SUPPORT 8009068 GRANTS APPROVED FOR FUTURE PAYMENT SEE ATTACHMENT VARIOUS OK 73104 NONE VAR PROGRAM SUPPORT 100000 8109068 14 6373125 15 65525 18 429385 LAND LEASE 16 72989 OTHER INC-CHAPARRAL TOWNHOUSES 14 3662 PRI INCOME - RESEARCH PARK 426782 PRI INCOME-CHAPARRAL TOWNHOUSE 1205356 6944686 1632138 8576824 11C RENTAL INCOME FROM PROGRAM RELATED INVESTMENTS IN THE RESEARCH PARK, A FACILITY RENTED IN SUPPORT OF MEDICAL RESEARCH. 11D RENTAL INCOME FROM PROGRAM RELATED INVESTMENTS IN THE CHAPARRAL TOWNHOMES, A LOW-INCOME HOUSING APARTMENT COMPLEX. false false false false false false false false false false ACCOUNTING FEES 81263 8126 0 73137 Improvements 715573 441630 273943 273943 Land 6814703 6814703 6814703 LEGAL FEES 42509 42509 30938 0 CHAPARRAL TOWNHOUSES, NET 6896733 6295257 6295257 INVESTMENT IN LLC 747442 495270 495270 INVESTMENT IN LLP'S 20939474 17549830 17549830 RESEARCH PARK BUILDING, NET 797855 714188 714188 ROU ASSETS 685154 582315 582315 BAD DEBT EXPENSE 91425 36769 36769 CONTRACT LABOR 26875 2688 24188 DUES & SUBSCRIPTIONS 32113 3984 858 28130 EQUIPMENT 68804 68804 68804 INFORMATION TECHNOLOGY 34894 3489 31405 INSURANCE 166196 1082 29205 LANDSCAPING 80898 33695 28916 43015 MAINTENANCE & REPAIR 47736 44760 44429 2976 MARKETING/PR 2413 2413 MISCELLANEOUS EXPENSE 37509 21105 19284 16458 OFFICE EXPENSES 14370 11790 11503 2580 POSTAGE 1897 352 180 1545 SUPPLIES 36161 31234 30686 4928 TELEPHONE 12607 4586 3695 8189 LAND LEASE 72989 72989 OTHER INC-CHAPARRAL TOWNHOUSES 3662 3662 3662 Other Investment Income 65525 523573 PRI INCOME - RESEARCH PARK 426782 426782 426782 PRI INCOME-CHAPARRAL TOWNHOUSE 1205356 1205356 1205356 LEASE LIABILITY 685154 582315 INVESTMENT MANAGEMENT FEES 415730 415730 0 0 MANAGEMENT FEES 63377 63377 63377 0 EXCISE TAXES 241852 PAYROLL TAXES 26706 24251 23281 2448 REAL ESTATE TAXES 105139 105139 93733 CV SUBSIDIARY LLC 655 RESEARCH PARKWAY STE 500 OKLAHOMA CITY OK 73104 260061221 NON-UBI RENTS/NOT A QUALIFIED SPECIFIED PAYMENT/NOT A QUAL. BUSN HOLDING 420000 420000