2025-08-08T11:19:32-07:00 2023-09-30 272893161 Core Business Advisors PLLC 12352 Market Drive Oklahoma City OK 73114 990PF 2022-10-01 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 2022 2025-03-06 01:10:19Z X X 196350650 X X 2940 2940 6041038 6041038 1584970 1584970 1875382 1807351 1570474 9504330 9436299 1570474 315503 81913 233590 246619 180682 152423 64357 119904 56565 30900 67606 19533 6161 6161 13372 68250 6825 61425 444896 444896 63356 345956 33414 32838 34856 856361 112848 112848 801377 651083 634384 151416 8301 932 113 7571 3873 2367 2200 1506 475361 166228 145431 313170 3705934 1743914 1180654 948869 8557372 8412252 12263306 1743914 1180654 9361121 -2758976 7692385 389820 6152912 3034611 3034611 95068 47712 95068 95068 128724 166387 166387 148633018 155851575 155851575 7530276 393925 7184056 7136351 7136351 24839869 30066658 30066658 186986291 196350650 196350650 136609 214820 3426156 3571275 57090 47548 685154 3619855 4518797 X 183366436 191831853 183366436 191831853 186986291 196350650 183366436 -2758976 11224393 191831853 191831853 1584970 106924 106924 106924 86510 55000 141510 34586 34586 false false false false false false false true true OK true false false true false true WWW.PHFOKC.COM RICK MCCUNE 4053198150 655 RESEARCH PARKWAY STE 500 Oklahoma City OK 731043603 false false false false true false false false false false 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 0.00 0 CARL EDWARDS 655 RESEARCH PARKWAY STE 500 OKLAHOMA CITY OK 73104 Director 0.00 0 MICHAEL JOSEPH 655 RESEARCH PARKWAY STE 500 OKLAHOMA CITY OK 73104 Director 0.00 0 DAVID RAINBOLT 655 RESEARCH PARKWAY STE 500 OKLAHOMA CITY OK 73104 Director 0.00 0 JERRY VANNATTA MD 655 RESEARCH PARKWAY STE 500 OKLAHOMA CITY OK 73104 Director 0.00 0 G RAINEY WILLIAMS JR 655 RESEARCH PARKWAY STE 500 OKLAHOMA CITY OK 73104 Director 0.00 0 WILLIAM BARNES MD 655 RESEARCH PARKWAY STE 500 OKLAHOMA CITY OK 73104 Director 0.00 0 CHRISTY EVEREST 655 RESEARCH PARKWAY STE 500 OKLAHOMA CITY OK 73104 Director 0.00 0 DR STACIE ROUGAS 655 RESEARCH PARKWAY STE 500 OKLAHOMA CITY OK 73104 ADVISORY DIR. 0.00 0 DAVIS HUDIBURG 655 RESEARCH PARKWAY STE 500 OKLAHOMA CITY OK 73104 ADVISORY DIR. 0.00 0 DR JIMMY BALLARD 655 RESEARCH PARKWAY STE 500 OKLAHOMA CITY OK 73104 ADVISORY DIR. 0.00 0 SALLY STARLING 655 RESEARCH PARKWAY STE 500 OKLAHOMA CITY OK 73104 ADVISORY DIR. 0.00 0 RICK MCCUNE 655 RESEARCH PARKWAY STE 500 OKLAHOMA CITY OK 73104 President 40.00 150000 18529 BEVERLY SELF 655 RESEARCH PARKWAY STE 500 OKLAHOMA CITY OK 73104 CFO 40.00 124617 22357 APRIL STUART 655 RESEARCH PARKWAY SUITE 500 OKLAHOMA CITY OK 73104 DIR. GRANTS 40.00 76185 19534 UNIVERSITY OF OKLAHOMA FOUNDATION 100 TIMBERDELL ROAD NORMAN OK 73019 INVESTMENT MANAGEMENT 307718 FORVIS 110 NORTH ELGIN AVENUE TULSA OK 74120 AUDIT & TAX SERVICES 86250 VANGUARD 400 DEVON PARK DRIVE WAYNE PA 19087 INVESTMENT MANAGEMENT 73822 RESEARCH PARK: THE FOUNDATION MAINTAINS A FACILITY RENTED IN SUPPORT OF MEDICAL RESEARCH START-UP ORGANIZATIONS AT OKLAHOMA HEALTH CENTER IN OKLAHOMA CITY 121384 CHAPARRAL TOWNHOMES: 2030 LLC, A WHOLLY-OWNED SUBSIDIARY OF THE FOUNDATION, MAINTAINS A LOW-INCOME HOUSING (HUD) APARTMENT COMPLEX NEAR OKLAHOMA HEALTH CENTER 1693117 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, 2023 ARE: 39057 39057 160330009 2792933 25657625 188780567 0 188780567 2831709 185948858 9297443 9297443 106924 106924 9190519 100000 9290519 9290519 9361121 39057 9400178 9290519 73446 259285 332731 9400178 0 9290519 109659 442390 0 442390 73446 259285 109659 X GRANTS PAID DURING THE YEAR SEE ATTACHMENT VARIOUS OK 73104 NONE VAR PROGRAM SUPPORT 8412252 GRANTS PMTS APPROVED FOR FUTURE PAY SEE ATTACHMENT VARIOUS OK 73104 NONE VAR PROGRAM SUPPORT 560422 8972674 14 2940 14 6041038 15 128967 18 1584970 GRANT RECOVERY 13 100000 LAND LEASE 16 72205 OTHER INC-CHAPARRAL TOWNHOUSES 17 3552 PRI INCOME - RESEARCH PARK 426782 PRI INCOME-CHAPARRAL TOWNHOUSE 1140140 SETTLEMENT PROCEEDS 16 3736 7937408 1566922 9504330 11A RENTAL INCOME FROM PROGRAM RELATED INVESTMENTS IN RESEARCHPARK AND CHAPARRAL TOWNHOUSES. false false false false false false false false false false ACCOUNTING FEES 68250 6825 0 61425 TETHEREX 484492 484492 TOTAL FROM OU FOUNDATION 73862485 73862485 TOTAL FROM VANGUARD 80478114 80478114 PROGENTEC 438225 438225 WHEELER BIO, INC. 572759 572759 MOAT 15500 15500 Improvements 715573 393925 321648 321648 Land 6814703 6814703 6814703 LEGAL FEES 19533 6161 6161 13372 685154 CHAPARRAL TOWNHOUSES, NET 7582664 6896733 6896733 INVESTMENT IN LLC 976856 747442 747442 INVESTMENT IN LLP'S 15398828 20939474 20939474 RESEARCH PARK BUILDING, NET 881521 797855 797855 ROU ASSETS 685154 BAD DEBT EXPENSE 13451 13451 13451 CONTRACT LABOR 23500 2350 21150 DUES & SUBSCRIPTIONS 26472 3215 631 23257 EQUIPMENT 27665 27665 27665 INFORMATION TECHNOLOGY 26834 2683 24151 INSURANCE 158559 2102 156457 LANDSCAPE MAINTENANCE 80983 38967 34299 42879 MAINTENANCE & REPAIR 30367 27933 27662 2435 MARKETING/PR 14836 3022 11814 MISCELLANEOUS EXPENSE 22543 10223 8832 12271 OFFICE EXPENSES 20069 16324 15908 6258 POSTAGE & FREIGHT 1016 164 69 1008 SUPPLIES 15910 12355 11960 4108 TELEPHONE 13156 5774 4954 7382 GRANT RECOVERY 100000 LAND LEASE 72205 72205 OTHER INC-CHAPARRAL TOWNHOUSES 3552 3552 3552 Other Investment Income 128967 164672 PRI INCOME - RESEARCH PARK 426782 426782 426782 PRI INCOME-CHAPARRAL TOWNHOUSE 1140140 1140140 1140140 SETTLEMENT PROCEEDS 3736 LEASE LIABILITIES 685154 INVESTMENT MANAGEMENT FEES 381540 381540 0 0 MANAGEMENT FEES 63356 63356 63356 0 FEDERAL EXCISE TAX 225547 PAYROLL TAXES 22243 20787 20211 1443 REAL ESTATE TAXES 98166 12627 12627 33413 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