2014-11-17T15:17:55-06:00 2014-06-30 731312779 Hulme Rahhal Henderson Inc 100 E Street SW Suite 200 Ardmore OK 73401 990PF 2013-07-01 731300662 Southern Oklahoma Memorial Foundation Inc SOUT 5802260700 PO Box 1409 Ardmore OK 734021409 LARRY PULLIAM President 5802260700 2014-11-12 1 M Elizabeth Willis P01419015 5802236454 2014-11-12 2013 2015-12-30 17:16:21Z X 108919983 X X 246306 246306 1246692 1246692 567308 567308 206368 10666348 48936408 10666348 9309 9309 12735963 12735963 150100 45030 105070 319 0 319 11000 0 11000 378982 378982 0 246124 0 0 365865 360940 14580 3645 10935 1706 0 1706 131458 34746 96710 1300134 823343 225740 4581111 4581111 5881245 823343 4806851 6854718 11912620 1 -1 -1 1069190 738479 738479 3664605 2838113 2838113 81131589 91616750 91616750 4010547 6021165 6021165 6878635 2027566 5212011 4851069 7700000 50527 45706 9306 4821 4821 83 656 656 95097332 106071052 108919983 0 0 X 93380730 104164511 75307 265246 1641295 1641295 95097332 106071052 95097332 106071052 95097332 6854718 4119185 106071235 183 106071052 SALE OF PUBLICLY TRADED SECURITIES P 47040667 38270060 8770607 8770607 CAPITAL GAINS OF PRIVATE EQUITY SECURITIES P 547368 547368 547368 CAPITAL GAIN DISTRIBUTIONS P 1348373 1348373 1348373 10666348 0 4505233 95632465 0.047110 4248062 91535173 0.046409 4053589 91964381 0.044078 4524057 83847926 0.053956 5401428 81933077 0.065925 0.257478 0.051496 106306333 5474351 119126 5593477 4807287 238252 0 238252 0 238252 245000 245000 6748 6748 0 0 0 0 0 0 0 0 0 1 1 0 1 1 OK 1 0 0 0 0 1 www.somfardmore.org Southern Oklahoma Memorial Foundati 5802260700 333 W Main St Ste 220 Ardmore OK 73401 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Larry Pulliam PO BOX 1409 ARDMORE OK 73402 President 30.00 150100 0 646 Keith Troop PO BOX 1409 Ardmore OK 73402 Director 0.40 0 0 0 Don Chaffin PO BOX 1409 Ardmore OK 73402 Director 0.40 0 0 0 Mark Riesen PO BOX 1409 Ardmore OK 73402 Director 0.40 0 0 0 Ron Crosby PO BOX 1409 Ardmore OK 73402 Director 0.40 0 0 0 G Bridger Cox PO BOX 1409 Ardmore OK 73402 Director 0.40 0 0 0 Jessie Nance PO BOX 1409 Ardmore OK 73402 Director 0.40 0 0 0 Gil Wallace PO BOX 1409 Ardmore OK 73402 Director 0.40 0 0 0 Sam Daube PO BOX 1409 Ardmore OK 73402 Director 0.40 0 0 0 Bill Owen PO BOX 1409 Ardmore OK 73402 Director 0.40 0 0 0 NONE 0 Luther King Capital Management 301 Commerce St Ste 1600 Ft Worth TX 76102 Investment Advisor 100239 Barrow Hanley Mewhinney & Strauss Inc 3232 McKinney15th Floor Dallas TX 75204 Investment Advisor 100185 Mercy Memorial Health Center 1011 14th Avenue NW Ardmore OK 73401 Contract Leased Employees 93446 JH Ellwood 104 S Michigan Ave 1100 Chicago IL 60603 Investment Advisor 81911 Wellington Trust One Exchange Place Boston MA 02109 Investment Advisor 36399 0 0 100127175 98036 7700000 107925211 0 0 107925211 1618878 106306333 5315317 5315317 238252 238252 5077065 355000 5432065 0 5432065 4806851 0 436 4807287 0 4807287 5432065 4354937 0 0 4807287 4354937 0 0 452350 0 0 0 0 0 0 0 0 4979715 0 0 0 Larry Pulliam President POBox 1409 333 W Main Suite 220 Ardmore OK 73402 5802260700 Application should include description of request, amount, financial statements of entity and public charity status. March 1; June 1; September 1; December 1 Restricted to geographical area of 50 mile radius of Ardmore, OK within the state of Oklahoma. Arbuckle Area Council #468 Boy Scouts of America PO Box 5309 Ardmore OK 73403 N/A Public Storm shelter for Camp Simpson 50000 Arbuckle Life Solutions Inc 9 10th Avenue NW Ardmore OK 73401 N/A Public 3 Years general operating suppot 50000 Arbuckle Life Solutions Inc 9 10th Avenue NW Ardmore OK 73401 N/A Public Match Staff, Officer, Trustee Contributions 650 Ardmore City Schools Enrichment Foundation PO Box 1709 Ardmore OK 73402 N/A Public Match Staff, Officer, Trustee Contributions 250 Ardmore School District I-19 800 M Street NE Ardmore OK 73401 N/A Public School Nurses - 3 Yrs Support 130000 Ardmore School District I-19 800 M Street NE Ardmore OK 73401 N/A Public School Resource Officers - 3 Years Support 87500 Ardmore School District I-19 800 M Street NE Ardmore OK 73401 N/A Public Match Staff, Officer, Trustee Contributions 100 Broadway House Inc 221 2nd Street NW Ardmore OK 73401 N/A Public Women's Recovery Facility Purchase / Renovations 185000 CSARA Foundation 814 16th Avenue NW Ardmore OK 73401 N/A Public Crisis Education Specialists Salary - 2014 20000 Cameron University Foundation 2800 W Gore Blvd Lawton OK 73505 N/A Public Match Staff, Officer, Trustee Contributions 350 Carter County CASA 20 B Street SW Ardmore OK 73401 N/A Public 2014 Operating Support 40000 Cities In Schools (formerly Communities In Schools) 333 W Main Suite 205 Ardmore OK 73401 N/A Public Payroll, Health, Rent Expense for 12 Mo End 5/31/15 103748 Community Children's Shelter & Family Service Center PO Box 246 Ardmore OK 73402 N/A Public Facility Repairs 44855 Conference of Southwest Foundations Inc 624 N Good Latimer Expressway Dallas TX 75204 N/A Public Annual Dues (Grant) 2014 3000 Dickson School District No I-78 196 COMET ROAD Ardmore OK 73401 N/A Public School Cafeteria Excellense Institute 18106 Fellowship of Christian Athletes 911 W Broadway Ardmore OK 73401 N/A Public Match Staff, Officer, Trustee Contributions 600 First United Methodist Church Preschool 501 West Main Street Ardmore OK 73401 N/A Public Preschool Scholarships FY14 10000 Girls on the Run of Southern Oklahoma PO Box 1747 Ardmore OK 73402 N/A Public 2014 Operating Support 10000 Goddard Youth Foundation 2964 Goddard Youth Camp Rd Sulphur OK 73086 N/A Public Camp Improvement 45000 Good Shepherd Community Clinic Inc 20 12th Avenue NW Ardmore OK 73401 N/A Public FY12,13,14 Operating Support 375000 Good Shepherd Community Clinic Inc 20 12th Avenue NW Ardmore OK 73401 N/A Public FY12 Mammogram Program 1296 Good Shepherd Community Clinic Inc 20 12th Avenue NW Ardmore OK 73401 N/A Public Mammogram Program Fall 2012, 2013, 2014 16778 Good Shepherd Community Clinic Inc 20 12th Avenue NW Ardmore OK 73401 N/A Public 2013 Red River Art Show and Sale 5000 Grace Center of Southern Oklahoma 11 A NW Ardmore OK 73401 N/A Public 2014 Operating Support 25000 Grace Center of Southern Oklahoma 11 A Street NW Ardmore OK 73401 N/A Public Match Staff, Officer, Trustee Contributions 100 Greater Ardmore Scholarship Foundation 301 W Main Suite 210 Ardmore OK 73401 N/A Public Funding for 2009 Graduates 1000 Greater Ardmore Scholarship Foundation 301 W Main Suite 210 Ardmore OK 73401 N/A Public Funding for 2010 Graduates 12000 Greater Ardmore Scholarship Foundation 301 W Main Suite 210 Ardmore OK 73401 N/A Public Funding for 2011 Graduates 17500 Greater Ardmore Scholarship Foundation 301 W Main Suite 210 Ardmore OK 73401 N/A Public Funding for 2012 Graduates 19500 Greater Ardmore Scholarship Foundation 301 W Main Suite 210 Ardmore OK 73401 N/A Public Funding for 2013 Graduates 24500 HFV Wilson Community Center 625 E Main Street Ardmore OK 73401 N/A Public Cont Opr Funds & Program Support FY14 60000 Limbs for Life Foundation 218 E MAIN STREET OKLAHOMA CITY OK 73104 N/A Public Prosthetic limbs to amputees in Ardmore Area 2500 Medical Equipment Assistance Program Inc 333 W Main Suite 205 Ardmore OK 73401 N/A Public Operating Support 2014 68350 Mercy Health Foundation Ardmore 14th Avenue NW Ardmore OK 73401 N/A Public School Nutrition Enhancement 2014, 2015, 2016 129600 Mercy Hospital Ardmore 14th Avenue NW Ardmore OK 73401 N/A Public Reimbursement for Indigent Care (Lynch Fund) 16778 Naomi House Inc 1212 Harris Street Ardmore OK 73401 N/A Public Housing and Program Expansion 114000 Oak Hall 2815 Mt Washington Road Ardmore OK 73401 N/A Public FY14 Need-based Scholarships 20000 Oklahoma Association for Retarded Citizens 49 Heritage Ardmore OK 73401 N/A Public Vehicles 75000 Reading Room Inc (Ardmore Payne Education Center Inc) 333 W Main Suite 400 Ardmore OK 73401 N/A Public FYE 7/31/14 Reading Therapists Salaries 60000 Salvation Army - Ardmore Corp 1211 N Washington Ardmore OK 73401 N/A Public FYE 9/30/14 Shelter and Feeding Programs 75000 Salvation Army - Ardmore Corp Northwest Blvd Ardmore OK 73401 N/A Public Match Staff, Officer, Trustee Contributions 400 Southern Oklahoma Ambulance Service Grand Avenue Ardmore OK 73401 N/A Public Ambulance Replacement 122650 Southern Oklahoma Higher Education Foundation 611 Veteran Blvd Ardmore OK 73401 N/A Public Health, Science & Math Building (Phase I) 1500000 Young Men's Christian Association of Ardmore OK 920 15th Avenue NW Ardmore OK 73401 N/A Public Capital Campaign and Building Expansion 1000000 YW8 Inc 7 West Broadway Ardmore OK 73401 N/A Public FYE 6/30/14 Operating Support 40000 4581111 ARBUCKLE LIFE SOLUTIONS INC 9 10TH Avenue NW ARDMORE OK 73401 N/A PUBLIC 3 YEARS GENERAL OPERATING SUPPORT 100000 ARDMORE SCHOOL DISTRICT I-19 800 M STREET NE ARDMORE OK 73401 N/A PUBLIC SCHOOL RESOURCE OFFICERS - 3 YEAR SUPPORT 262500 CHICKASAW REGIONAL LIBRARY SYSTEM 601 RAILWAY EXPRESS ARDMORE OK 73401 N/A PUBLIC ARDMORE HEADQUARTERS RENOVATION 50000 FAMILY SHELTER OF SOUTHERN OKLAHOMA 117 B ST SW ARDMORE OK 73401 N/A PUBLIC SHELTER PROGRAM AND SHELTER ADVOCATES FYE 6/30/2015 40000 GIRL SCOUTS - WESTERN OKLAHOMA INC 6100 N ROBINSON OKLAHOMA CITY OK 73118 N/A PUBLIC HEALTH AND WELLNESS PROGRAM 5000 GOOD SHEPHERD MEDICAL & DENTAL CLINIC FOUNDATION 20 12TH AVE NW ARDMORE OK 73401 N/A PUBLIC FY12,13,14 OPERATING SUPPORT 125000 GOOD SHEPHERD MEDICAL & DENTAL CLINIC FOUNDATION 20 12TH AVE NW ARDMORE OK 73401 N/A PUBLIC MAMMOGRAM PROGRAM FALL 2012, 2013, 2014 131351 GREATER ARDMORE SCHOLARSHIP FOUNDATION 301 W MAIN STE 210 ARDMORE OK 73401 N/A PUBLIC SCHOLARSHIPS - 2011 GRADUATES 23000 GREATER ARDMORE SCHOLARSHIP FOUNDATION 301 W MAIN STE 210 ARDMORE OK 73401 N/A PUBLIC SCHOLARSHIPS - 2012 GRADUATES 51500 GREATER ARDMORE SCHOLARSHIP FOUNDATION 301 W MAIN STE 210 ARDMORE OK 73401 N/A PUBLIC SCHOLARSHIPS - 2013 GRADUATES 59500 LIMBS FOR LIFE FOUNDATION 218 E MAIN STREET OKLAHOMA CITY OK 73104 N/A PUBLIC PROSTHETIC LIMBS TO AMPUTEES IN THE ARDMORE AREA 7500 MERCY HEALTH FOUNDATION ARDMORE 14th Avenue NW ARDMORE OK 73401 N/A PUBLIC SCHOOL NUTRITION ENHANCEMENT 2014, 2015, 2016 288750 MURRAY STATE COLLEGE FOUNDATION 1 MURRAY CAMPUS TISHOMINGO OK 73460 N/A PUBLIC NURSING / ALLIED CHILD DEVELOPMENT BLDG EXPANSION 1500000 OKLAHOMA CENTER FOR NONPROFITS 720 W WILSHIRE BLVD OKLAHOMA CITY OK 73116 N/A PUBLIC FACILITATED PEER GROUP PROJECT FOR ARDMORE AREA 14000 OKLAHOMA SCHOOL OF SCIENCE AND MATH FOUNDATION 1141 N LINCOLN BLVD OKLAHOMA CITY OK 73104 N/A PUBLIC ARDMORE REGION PHYSICS POSITION FY15 65000 SOUTHERN OKLAHOMA HIGER EDUCATION FOUNDATION 611 VETERANS BLVD ARDMORE OK 73401 N/A PUBLIC HEALTH, SCIENCE AND MATH BUILDING (PHASE I) 3500000 SUNSHINE INDUSTRIES INC 500 PARK STREET SE ARDMORE OK 73401 N/A PUBLIC NEW ADULT DAY SERVICES CENTER 1000000 7223101 14 246306 14 1246692 16 206368 18 9309 18 10666348 0 12375023 0 12375023 0 0 0 0 0 0 0 0 0 0 Accounting 11000 0 11000 Telephone System 1996-09-20 1363 1363 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 1698 1459 SL 10.000000000000 170 0 AVAYA ACS UNIT & 18 DISPLAY SET 2005-01-12 1679 1428 SL 10.000000000000 168 0 SAVIN 4018D COPIER & ACCESSORIES 2005-01-21 3402 2890 SL 10.000000000000 340 0 OFFICE FURNITURE - ACCOUNTANT 2005-02-16 4700 3936 SL 10.000000000000 470 0 OFFICE FURNITURE - RECEPTIONIST 2005-02-16 3351 2806 SL 10.000000000000 335 0 OFFICE FURNITURE - RECEPTIONIST CHAIR 2005-02-18 167 142 SL 10.000000000000 17 0 16 HON BOARD ROOM CHAIRS 2005-02-24 6480 5400 SL 10.000000000000 648 0 PAOLI EXECUTIVE FURNITURE 2005-03-21 6995 5780 SL 10.000000000000 700 0 HON EXEC HIGHBACK CHAIR 2005-03-25 415 346 SL 10.000000000000 42 0 PAOLI 16' CONFERENCE TABLE 2005-04-04 5562 4584 SL 10.000000000000 556 0 PAOLI BUFFET CREDENZA 2005-04-04 3294 2714 SL 10.000000000000 329 0 HON KEYBOARD TRAY 2005-04-04 54 41 SL 10.000000000000 5 0 WORK ROOM CABINETS 2005-05-05 2950 2409 SL 10.000000000000 295 0 HP LASER PRINTER 2420D 2005-11-16 734 734 SL 5.000000000000 0 0 HON STORAGE CABINET 2006-08-24 932 636 SL 10.000000000000 93 0 PROJECTOR AND SCREEN 2006-07-28 1463 1463 SL 5.000000000000 0 0 HP LASER PRINTER 2420D 2006-09-12 573 573 SL 5.000000000000 0 0 Medical Office Building 2008-07-01 5280876 665765 SL 39.000000000000 135407 135407 IMPROVEMENTS-UROLOGY CENTER 2008-07-01 283991 202850 SL 7.000000000000 40570 40570 IMPROVEMENTS-HEART & VASCULAR 2008-12-01 74826 48992 SL 7.000000000000 10689 10689 IMPROVEMENTS-OLIVER 2008-12-01 136191 89173 SL 7.000000000000 19456 19456 IMPROVEMENTS-SUNGA 2008-12-01 104288 68283 SL 7.000000000000 14898 14898 IMPROVEMENTS-PAPIN 2008-12-01 64308 42107 SL 7.000000000000 9187 9187 IMPROVEMENTS-GILMORE 2008-12-01 119806 78444 SL 7.000000000000 17115 17115 IMPROVEMENTS-ARDMORE SURGICAL 2008-12-01 298151 195218 SL 7.000000000000 42593 42593 IMPROVEMENTS-TENANT X 2009-06-30 23185 2972 SL 39.000000000000 594 594 IMPROVEMENTS-MELTON 2008-12-01 369513 241945 SL 7.000000000000 52788 52788 DELL OPTIX 780 COMPUTER 2010-05-10 1793 1137 SL 5.000000000000 359 0 HP COLOR LASER JET CP2025 PRINTER 2010-10-05 408 225 SL 5.000000000000 82 0 IMPROVEMENTS-BENSON 2011-10-06 123500 30875 SL 7.000000000000 17643 17643 REFRIGERATOR W/ ICEMAKER 14CU 2012-02-08 563 79 SL 10.000000000000 56 0 DELL OPTIPLEX 790 MINITOWER COMPUTER 2011-12-01 1280 405 SL 5.000000000000 256 0 HON EXEC HIGHBACK CHAIR 2014-05-30 436 SL 10.000000000000 4 0 Corporation Bonds 6021165 6021165 Common Stock 91616750 91616750 2838113 2838113 0 0 Medical Office Building 5280876 801172 4479704 IMPROVEMENTS-UROLOGY CENTER 283991 243420 40571 IMPROVEMENTS-HEART & VASCULAR 74826 59681 15145 IMPROVEMENTS-OLIVER 136191 108629 27562 IMPROVEMENTS-SUNGA 104288 83181 21107 IMPROVEMENTS-PAPIN 64308 51294 13014 IMPROVEMENTS-GILMORE 119806 95559 24247 IMPROVEMENTS-ARDMORE SURGICAL 298151 237811 60340 IMPROVEMENTS-TENANT X 23185 3566 19619 IMPROVEMENTS-MELTON 369513 294733 74780 IMPROVEMENTS-BENSON 123500 48518 74982 Telephone System 1363 1363 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 1698 1629 69 AVAYA ACS UNIT & 18 DISPLAY SET 1679 1596 83 SAVIN 4018D COPIER & ACCESSORIES 3402 3230 172 OFFICE FURNITURE - ACCOUNTANT 4700 4406 294 OFFICE FURNITURE - RECEPTIONIST 3351 3141 210 OFFICE FURNITURE - RECEPTIONIST CHAIR 167 159 8 16 HON BOARD ROOM CHAIRS 6480 6048 432 PAOLI EXECUTIVE FURNITURE 6995 6480 515 HON EXEC HIGHBACK CHAIR 415 388 27 PAOLI 16' CONFERENCE TABLE 5562 5140 422 PAOLI BUFFET CREDENZA 3294 3043 251 HON KEYBOARD TRAY 54 46 8 WORK ROOM CABINETS 2950 2704 246 HON STORAGE CABINET 932 729 203 PROJECTOR AND SCREEN 1463 1463 0 HP LASER PRINTER 2420D 573 573 0 DELL OPTIX 780 COMPUTER 1793 1496 297 HP COLOR LASER JET CP2025 PRINTER 408 307 101 REFRIGERATOR W/ ICEMAKER 14CU 563 135 428 DELL OPTIPLEX 790 MINITOWER COMPUTER 1280 661 619 HON EXEC HIGHBACK CHAIR 436 4 432 Legal Fees 319 0 319 ACCRUED INTEREST PURCHASED 83 656 656 TAX PENALTY AND INTEREST 183 Insurance 17385 0 17385 Office Expense & Other 2358 590 1768 Education & Training 1450 0 1450 Postage 894 0 894 Miscellaneous 601 0 599 Dues and Subscriptions 970 0 970 Telephone 1929 482 1447 Investment Expenses 10097 10097 0 Repairs 864 216 648 Granting software 1464 0 1464 Contract Employees 93446 23361 70085 Miscellaneous Income 9309 9309 9309 UNREALIZED GAIN ON INVESTMENTS 3764185 Recovered Qualifying Distribution 355000 Investment Adviser Services 324104 324104 0 Custody Fees 54578 54578 0 Bank Service Charges 300 300 0 Excise Tax 246124 0 0