JIMMIE LYNN AND BILLYE AUSTIN FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- JIMMIE LYNN AND BILLYE AUSTIN FOUNDATION (EIN 20-3025112)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-14
- IRS object ID
- 202541349349104129
- Schema version
- 2024v5.1
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-14T15:05:47-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 731413977 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOGANTAYLOR LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1225 N BROADWAY AVENUE SUITE 200 | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203025112 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JIMMIE LYNN AND BILLYE AUSTIN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JIMM | BusinessNameControlTxt |
| Phone | 4055501444 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1837 | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 731011837 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JIMMIE L AUSTIN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4055501444 | PhoneNum |
| Signature | 2025-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ASHLEY M FOGLE | PreparerPersonNm |
| PTIN | P01258800 | PTIN |
| Phone | 4058482020 | PhoneNum |
| Preparation | 2025-04-30 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,018,975 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $185 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $185 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $25,549 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $25,549 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $60,230 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $149,461 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $60,230 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $85,964 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $85,964 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,950 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,950 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,325 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $416 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $7,311 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,311 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,586 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,677 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $77,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $77,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $87,586 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,677 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $77,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,622 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $76,287 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,367 | CashBOYAmt |
| Cash EOY | $10,970 | CashEOYAmt |
| Cash EOYFMV | $10,970 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $11,036 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,452 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,452 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $1,198 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $920 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $920 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $931,630 | CorporateStockBOYAmt |
| Corporate Stock EOY | $932,164 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,889,416 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $115,717 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $111,820 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $110,217 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,064,948 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,063,326 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,018,975 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,031,968 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,031,968 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $32,980 | RetainedEarningBOYAmt |
| Retained Earning EOY | $31,358 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,064,948 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,063,326 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,064,948 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,063,326 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,064,948 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,622 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,063,326 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,063,326 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $142,638 | $89,231 | $53,407 | $53,407 |
| CAPITAL GAINS DIVIDENDS | P | $6,823 | $6,823 | $6,823 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $60,230 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,060 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,060 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,060 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $920 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $920 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $140 | TaxDueAmt |
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 | 0 | UnrelatedBusIncmOverLimitInd |
| 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 | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GUY C AUSTIN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4055501444 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1837 | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 731011837 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| JIMMIE LYNN AUSTIN | ||||||||
| PO BOX 1837 | OKLAHOMA CITY | OK | 73101 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| BILLYE R AUSTIN | ||||||||
| PO BOX 1837 | OKLAHOMA CITY | OK | 73101 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| GUY C AUSTIN | ||||||||
| PO BOX 1837 | OKLAHOMA CITY | OK | 73101 | CO-TRUSTEE | 1.00 | $0 | $0 | $0 |
| CHRISTY L CLINE | ||||||||
| PO BOX 1837 | OKLAHOMA CITY | OK | 73101 | CO-TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $1,839,617 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $44,679 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,884,296 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,884,296 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $28,264 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,856,032 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $92,802 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $92,802 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,060 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,060 | TotalTaxAmt |
| Distributable Before Adj | $91,742 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $91,742 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $91,742 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $77,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $77,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $91,742 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $75,822 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $77,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $75,822 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,178 | 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 | $90,564 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JIMMIE LYNN AUSTIN | ContributingManagerNm |
| Contributing Manager | BILLYE R AUSTIN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (33 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 401-KIDS INC FOUNDATION | ||||||||
| 520 S BEAGLE CIRCLE | EDMOND | OK | 73003 | N/A | PC | CHARITABLE | $1,000 | |
| ALZHEIMER'S ASSOCIATIONOKLAHOMA CHAPTER | ||||||||
| 2448 E 81ST STREET SUITE 3000 | TULSA | OK | 74137 | N/A | PC | CHARITABLE | $1,000 | |
| BETHEL FOUNDATION | ||||||||
| 13003 N WESTERN | OKLAHOMA CITY | OK | 73114 | N/A | PC | CHARITABLE | $1,000 | |
| BIG BROTHERS AND BIG SISTERS | ||||||||
| 502 E MAIN STREET | NORMAN | OK | 73070 | N/A | PC | CHARITABLE | $2,000 | |
| BLACKWELL COUNCIL FOR YOUTH INC | ||||||||
| PO BOX 514 | BLACKWELL | OK | 74631 | N/A | PC | CHARITABLE | $1,000 | |
| BLACKWELL OKLAHOMA COMMUNITY FOUNDATION INC | ||||||||
| PO BOX 514 | BLACKWELL | OK | 74631 | N/A | PC | CHARITABLE | $1,000 | |
| CALM WATERS CENTER FOR CHILDREN AND FAMILIES | ||||||||
| 4334 NW EXPRESSWAY SUITE 101 | OKLAHOMA CITY | OK | 73116 | N/A | PC | CHARITABLE | $1,000 | |
| CENTER FOR CHILDREN AND FAMILIES | ||||||||
| 1151 EAST MAIN STREET | NORMAN | OK | 73071 | N/A | PC | CHARITABLE | $1,000 | |
| CENTRAL OKLAHOMA HABITAT FOR HUMANITY | ||||||||
| 5005 S I-35 SERVICE ROAD | OKLAHOMA CITY | OK | 73129 | N/A | PC | CHARITABLE | $1,000 | |
| DEAN MCGEE EYE INSTITUTE FOUNDATION | ||||||||
| 608 STANTON L YOUNG BOULEVARD | OKLAHOMA CITY | OK | 73104 | N/A | PC | CHARITABLE - EDUCATIONAL | $5,000 | |
| INFANT CRISIS SERVICES INC | ||||||||
| 4224 N LINCOLN BOULEVARD | OKLAHOMA CITY | OK | 731055211 | N/A | PC | CHARITABLE | $1,000 | |
| INTEGRIS FOUNDATION | ||||||||
| 3030 NW EXPRESSWAY SUITE 1600 | OKLAHOMA CITY | OK | 73112 | N/A | PC | CHARITABLE - HONORARY | $1,000 | |
| JIM RILEY OUTREACH INC | ||||||||
| 11576 CLAIRMONTE COURT | FRISCO | TX | 75035 | N/A | PC | CHARITABLE | $1,000 | |
| LEUKEMIA & LYMPHOMA SOCIETY | ||||||||
| 3 INTERNATIONAL DRIVE SUITE 200 | RYE BROOK | NY | 10573 | N/A | PC | CHARITABLE | $500 | |
| MAKE-A-WISH FOUNDATION OF OKLAHOMA INC | ||||||||
| 1900 NW EXPRESSWAY 700 | OKLAHOMA CITY | OK | 73118 | N/A | PC | CHARITABLE | $1,000 | |
| MARY ABBOT CHILDREN'S HOUSE | ||||||||
| 231 E SYMMES | NORMAN | OK | 73069 | N/A | PC | CHARITABLE | $1,000 | |
| MERCY HEALTH CENTER FOUNDATION | ||||||||
| 13321 N MERIDIAN SUITE 206 | OKLAHOMA CITY | OK | 73120 | N/A | PC | CHARITABLE | $1,000 | |
| NORMAN PUBLIC SCHOOL FOUNDATION | ||||||||
| 131 S FLOOD AVENUE | NORMAN | OK | 73069 | N/A | PC | CHARITABLE - EDUCATION | $2,000 | |
| NORMAN REGIONAL HEALTH FOUNDATION | ||||||||
| PO BOX 1665 | NORMAN | OK | 73070 | N/A | PC | CHARITABLE | $4,000 | |
| OKLAHOMA HEART HOSPITAL RESEARCH FOUNDATION | ||||||||
| 4200 W MEMORIAL ROAD SUITE 510 | OKLAHOMA CITY | OK | 73120 | N/A | PC | CHARITABLE | $1,000 | |
| OKLAHOMA MEDICAL RESEARCH FOUNDATION | ||||||||
| 825 NE 13TH STREET | OKLAHOMA CITY | OK | 73104 | N/A | PC | CHARITABLE | $2,000 | |
| PELLOW OUTREACH | ||||||||
| 6904 BRIARCREEK DRIVE | OKLAHOMA CITY | OK | 73162 | N/A | PC | CHARITABLE | $2,000 | |
| POSITIVE TOMORROWS INC | ||||||||
| PO BOX 61190 | OKLAHOMA CITY | OK | 73146 | N/A | PC | CHARITABLE | $2,000 | |
| REGIONAL FOOD BANK | ||||||||
| 3355 S PURDUE | OKLAHOMA CITY | OK | 73137 | N/A | PC | CHARITABLE | $6,000 | |
| SALVATION ARMY | ||||||||
| 1001 N PENNSYLVANIA AVENUE | OKLAHOMA CITY | OK | 73107 | N/A | PC | CHARITABLE | $2,500 | |
| SEMINOLE STATE COLLEGE EDUCATIONAL FOUNDATION INC | ||||||||
| PO BOX 351 | SEMINOLE | OK | 74868 | N/A | PC | CHARITABLE - EDUCATION | $2,000 | |
| SPECIAL CARE INC | ||||||||
| 12201 N WESTERN AVENUE | OKLAHOMA CITY | OK | 73114 | N/A | PC | CHARITABLE - HONORARY | $1,000 | |
| ST JUDE'S CHILDRENS' HOSPITAL | ||||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | N/A | PC | CHARITABLE | $1,000 | |
| TEEN RECOVERY SOLUTIONS | ||||||||
| 720 W WILSHIRE BOULEVARD SUITE | OKLAHOMA CITY | OK | 73116 | N/A | PC | CHARITABLE | $1,000 | 101-A |
| TOBY KEITH FOUNDATION | ||||||||
| 818 NE 8TH STREET | OKLAHOMA CITY | OK | 73104 | N/A | PC | CHARITABLE | $1,000 | |
| UNIVERSITY OF OKLAHOMA FOUNDATION | ||||||||
| 100 TIMBERDELL ROAD | NORMAN | OK | 73019 | N/A | PC | CHARITABLE - EDUCATION | $25,500 | |
| WHEATHEART NUTRITION PROJECT INC | ||||||||
| PO BOX 606 | BLACKWELL | OK | 74631 | N/A | PC | CHARITABLE | $1,000 | |
| WOUNDED WARRIOR PROJECT | ||||||||
| 4899 BELFORT ROADSUITE 300 | JACKSONVILLE | FL | 32256 | N/A | PC | CHARITABLE | $1,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $77,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $185 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $25,549 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $60,230 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $85,964 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $85,964 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1 | LineNumberTxt |
| Relationship Statement | N/A | RelationshipStatementTxt |
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 | TAX PREPARATION FEES | CategoryTxt |
| Amt | $1,950 | Amt |
| Net Investment Income | $1,950 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | 10,690.259 SHS VANGUARD SHORT-TERM INVE | BondNm |
| EOY Book Value | $111,820 | EOYBookValueAmt |
| EOYFMV | $110,217 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (82 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 50 SHS ACCENTURE PLC | $2,250 | $17,590 |
| 15 SHS ADOBE INC | $6,341 | $6,670 |
| 60 SHS ADVANCED MICRO DEVICE INC | $9,134 | $7,247 |
| 380 SHS ALPHABET INC | $13,858 | $71,934 |
| 395 SHS AMAZON.COM INC | $52,239 | $86,659 |
| 20 SHS ANALOG DEVICES INC | $3,253 | $4,249 |
| 505 SHS APPLE INC | $6,158 | $126,462 |
| 175 SHS BANK OF AMERICA CORP | $4,901 | $7,691 |
| 15 SHS BECTON DICKINSON & CO | $3,590 | $3,403 |
| 16 SHS BLACKROCK INC | $8,306 | $16,402 |
| 20 SHS BOEING CO | $4,219 | $3,540 |
| 2 SHS BOOKING HOLDINGS INC | $4,354 | $9,937 |
| 225 SHS BROADCOM INC | $25,698 | $52,164 |
| 80 SHS CAPITAL ONE FC | $11,124 | $14,266 |
| 145 SHS CARRIER GLOBAL CORP | $7,386 | $9,898 |
| 35 SHS CHEVRON CORP | $3,755 | $5,069 |
| 100 SHS CHIPOTLE MEXICAN GRILL | $3,795 | $6,030 |
| 45 SHS CONOCOPHILLIPS | $4,203 | $4,463 |
| 35 SHS COSTCO WHOLESALE CO | $3,448 | $32,069 |
| 10 SHS CROWDSTRIKE HLDGS INC | $2,768 | $3,422 |
| 90 SHS DANAHER CORP | $2,620 | $20,660 |
| 70 SHS DEVON ENERGY CORP | $4,403 | $2,291 |
| 115 SHS DISNEY WALT CO | $7,840 | $12,805 |
| 75 SHS DOLLAR TREE INC | $8,723 | $5,621 |
| 16 SHS ELI LILLY AND CO | $11,083 | $12,352 |
| 125 SHS FREEPORT-MCMORAN INC | $3,889 | $4,760 |
| 20 SHS GOLDMAN SACHS GROUP | $7,395 | $11,452 |
| 65 SHS HOME DEPOT INC | $13,165 | $25,284 |
| 88 SHS HONEYWELL INTL INC | $7,371 | $19,878 |
| 120 SHS INTERCONTINENTAL EXC | $3,036 | $17,881 |
| 25 SHS INTUITIVE SURGICAL INC | $9,960 | $13,049 |
| 30 SHS JOHNSON & JOHNSON | $4,877 | $4,339 |
| 90 SHS JPMORGAN CHASE & CO | $12,884 | $21,574 |
| 140 SHS KROGER CO | $6,176 | $8,561 |
| 15 SHS LOCKHEED MARTIN CORP | $6,156 | $7,289 |
| 125 SHS MCCORMICK & CO INC | $9,407 | $9,530 |
| 70 SHS MEDTRONIC PLC | $7,002 | $5,592 |
| 93 SHS META PLATFORMS INC | $19,508 | $54,452 |
| 45 SHS METLIFE INC | $3,026 | $3,685 |
| 100 SHS MICRON TECHNOLOGY | $9,032 | $8,416 |
| 165 SHS MICROSOFT CORP | $29,482 | $69,548 |
| 80 SHS MORGAN STANLEY | $7,141 | $10,058 |
| 55 SHS NESTLE SFA | $6,678 | $4,494 |
| 15 SHS NETFLIX INC | $4,597 | $13,370 |
| 105 SHS NIKE INC | $3,108 | $7,945 |
| 775 SHS NVIDIA CORP | $18,004 | $104,075 |
| 54 SHS PALO ALTO NETWORKS INC | $7,754 | $9,826 |
| 55 SHS PEPSCICO INC | $3,619 | $8,363 |
| 95 SHS PFIZER INC | $4,518 | $2,520 |
| 95 SHS QUALCOMM INC | $15,211 | $14,594 |
| 8 SHS REGENERON PHARMS INC | $5,779 | $5,699 |
| 15 SHS ROCKWELL AUTOMATION | $4,634 | $4,287 |
| 45 SHS RTX CORP | $3,865 | $5,207 |
| 10 SHS SALESFORCE INC | $2,947 | $3,343 |
| 45 SHS SHERWIN WILLIAMS CO | $6,899 | $15,297 |
| 65 SHS STATE STREET CORP | $5,093 | $6,380 |
| 45 SHS TARGET CORP | $9,337 | $6,083 |
| 70 SHS TESLA INC | $16,971 | $28,269 |
| 45 SHS THERMO FISHER SCNTFC | $5,464 | $23,410 |
| 35 SHS UBER TECHNOLOGIES INC | $2,474 | $2,111 |
| 80 SHS UNION PACIFIC CORP | $12,673 | $18,243 |
| 32 SHS UNITED RENTALS INC | $11,481 | $22,542 |
| 20 SHS UNITEDHEALTH GRP INC | $8,248 | $10,117 |
| 45 SHS VERALTO CORP | $519 | $4,583 |
| 110 SHS VISA INC | $3,762 | $31,604 |
| 775 SHS COMMUNICAT SVS SLCT SEC | $40,086 | $75,028 |
| 235 SHS ENERGY SELECT SECTOR | $12,238 | $20,130 |
| 60 SHS ISHARES US AEROSPACE | $6,421 | $8,721 |
| 210 SHS SELECT SECTOR UTI SELECT | $12,124 | $15,895 |
| 115 SHS VANGUARD CONSUMER | $7,557 | $43,169 |
| 175 SHS VANGUARD ENERGY ETF | $12,629 | $21,229 |
| 525 SHS VANGUARD FINANCIALS ETF | $37,135 | $61,987 |
| 95 SHS VANGUARD HEALTH CARE | $20,300 | $24,101 |
| 200 SHS VANGUARD INFORMATION | $24,856 | $124,360 |
| 1,008.615 SHS DODGE & COX INTERNATIONAL | $43,023 | $50,330 |
| 150.275 SHS T. ROWE PRICE MID-CAP GR | $12,306 | $15,034 |
| 455.997 SHS VANGUARD INTERNATIONAL GR | $40,353 | $46,316 |
| 179.963 SHS VANGUARD MID CAP INDEX A | $47,499 | $58,825 |
| 208.846 SHS VANGUARD SMALL CAP INDEX | $10,857 | $24,051 |
| 208.449 SHS VANGUARD TAX-MANAGED CAP | $27,974 | $63,058 |
| 292.815 SHS VANGUARD TAX-MANAGED SMALL | $23,000 | $27,542 |
| 676.249 SHS WILLIAM BLAIR SMALL-MID | $15,215 | $19,036 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT EXPENSE - CHARLES SCHWAB & CO., INC. | Desc |
| Revenue And Expenses Per Books | $7,311 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $7,311 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| JIMMIE AND MARIE AUSTIN FOUNDATION | |||
| PO BOX 1837 | OKLAHOMA CITY | OK | 73101 |
| JIMMIE L BILLYE AUSTIN | |||
| PO BOX 1837 | OKLAHOMA CITY | OK | 73101 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES | $909 | $0 | $0 |
| FOREIGN TAXES | $416 | $416 | $0 |
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