Southern Oklahoma Memorial Foundation

ARDMORE, OK EIN: 73-1300662

The Southern Oklahoma Memorial Foundation is a private grantmaking foundation based in Ardmore, Oklahoma. Established in 1950 as a charitable trust to fund construction of a hospital, the foundation evolved into a private grantmaking institution following the 1996 sale of Southern Oklahoma Memorial Hospital to Mercy Health Systems. The foundation now distributes grants to nonprofit organizations throughout southern Oklahoma.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$105.7M

+2.4% YoY

Annual Giving

$6.0M

-6.9% YoY

Grant Count

54

-12.9% YoY

Avg Grant Size

$111K

+6.9% YoY

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

The foundation continues to honor the intent of its original donors by prioritizing grant requests that support health-related services, issues, and education. Additional funding areas include:

  • Education
  • Social services
  • Civic and cultural activities that contribute to quality of life in Ardmore and surrounding areas
  • Community development

Grantmaking

Grant Range

s & Activity:**

Average Grant

award: $97,000

Review Cycle

March 1, June 1, September 1, December 1

How to Apply

**

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Geographic Focus

Where this funder awards grants

Grants are awarded to Oklahoma nonprofit organizations located within, or providing direct service to, a 50-mile radius of Ardmore, Oklahoma.

Grant Distribution by State

1states

States

Cities

AdaArdmoreDurantHealdtonLone GroveMadillMariettaNormanOklahma CityOklahoma CityOverbrookRinglingShawneeSpringerStillwaterSulphurTatumsTishomingoWaurikaWilson

Financial History

Multi-year comparison from IRS filings

As of Fiscal Year Ending June 2024:

  • Total assets: $103,244,967 to $105,723,600
  • Total revenues: $4,458,525
  • Total expenses: $8,013,175
  • Annual income: $16.4 million
  • Total giving: $5,967,620

Organization Details:

  • EIN: 73-1300662
  • Tax-exempt status: 501(c)(3), since October 1988
  • Employees: 1
  • Governed by: 10 officers and trustees
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$3M$6M$9M$13M202020212022202320242025
Metric202520242023
Total Assets$105,723,600$103,244,967$106,799,617
Revenue$9,868,916$4,458,525$8,664,144
Expenses$7,390,283$8,013,175$7,971,437
Qualifying Distributions$6,285,440$6,715,709$6,602,392
Net Investment Income$8,734,793$3,615,329$7,102,269
Distributable Amount$6,797,685$6,538,404$6,444,438

Giving Over Time

Total grant dollars and number of grants per year

$0$2M$3M$5M$6M63 grants202046 grants202160 grants202263 grants202362 grants202454 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

SOUTHERN OKLAHOMA AMBULA…$2.0MMURRAY STATE CCOLLEGE FO…$1.3MHARDY MURPHY COLISEUM TR…$500KMARSHALL COUNTY MEDICAL …$445KARDMORE SCHOOL DISTRICT …$175KMORE FOUNDATION$84KARDMORE HABITAT FOR HUMA…$75KCRINER HILLS VOLUNTEER F…$75KMARSHALL COUNTY EMS DIST…$66KA PLUS READING INC$60K

Grant Size Distribution

246 grants across all recorded years

159<$50K44$50–100K22$100–250K6$250–500K8$500K–1M7$1–5M$5M+

Open Grants

1 open opportunity from Southern Oklahoma Memorial Foundation

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Leadership team and compensation from IRS filings

Board of Trustees:

  • Curtis Davidson – Chairman
  • Laura Clay – Vice Chair
  • Mark Riesen – Secretary
  • Gil Wallace
  • Jeffrey Rother
  • Cody Noble
  • Gene Litteken
  • Ann Crosby
  • Jelana Aaron

Staff:

  • Mary Kate Wilson – President
  • Jean Hattensty – Controller
  • Amanda Jackson-Willy – Grants Management Assistant

Compensation Overview

From 2025 IRS filing

MARY KATE WILSONPRESIDENT$166K

From 2025 filing

NameTitleHoursCompensation
MARY KATE WILSONPRESIDENT30$165,610
JELANA AARONDIRECTOR0.4
LAURA CLAYVICE CHAIRMAN0.4
ANN CROSBYDIRECTOR0.4
CURTIS DAVIDSONCHAIRMAN0.4
GENE LITTEKENDIRECTOR0.4
CODY NOBLEDIRECTOR0.4
MARK RIESENSECRETARY0.4
JEFFREY ROTHERDIRECTOR0.4
GIL WALLACEDIRECTOR0.4

Recent News & Activity

Recent developments and announcements

The foundation awarded a $5 million grant to support the Southern Oklahoma Nursing Education Consortium (SONEC).

Awarded $5 Million Grant from Southern Oklahoma Memorial Foundation

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

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