2025-05-14T15:05:47-05:00 2024-12-31 731413977 HOGANTAYLOR LLP 1225 N BROADWAY AVENUE SUITE 200 OKLAHOMA CITY OK 73103 990PF 2024-01-01 203025112 JIMMIE LYNN AND BILLYE AUSTIN FOUNDATION JIMM 4055501444 PO BOX 1837 OKLAHOMA CITY OK 731011837 JIMMIE L AUSTIN TRUSTEE 4055501444 2025-05-09 1 0 ASHLEY M FOGLE P01258800 4058482020 2025-04-30 2024 2025-03-06 01:10:19Z X X 2018975 X X 185 185 25549 25549 60230 149461 60230 85964 85964 0 0 0 1950 1950 0 1325 416 0 7311 7311 0 10586 9677 0 77000 77000 87586 9677 77000 -1622 76287 5367 10970 10970 11036 7452 7452 1198 920 920 931630 932164 1889416 115717 111820 110217 1064948 1063326 2018975 0 0 X 1031968 1031968 0 0 32980 31358 1064948 1063326 1064948 1063326 1064948 -1622 0 1063326 0 1063326 PUBLICLY TRADED SECURITIES P 142638 89231 53407 53407 CAPITAL GAINS DIVIDENDS P 6823 6823 6823 60230 1060 0 1060 0 1060 920 0 0 0 920 0 140 0 0 0 0 0 0 0 0 0 0 1 1 OK 1 0 1 0 0 1 N/A GUY C AUSTIN 4055501444 PO BOX 1837 OKLAHOMA CITY OK 731011837 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 NONE 0 NONE 0 0 1839617 44679 0 1884296 0 0 1884296 28264 1856032 92802 92802 1060 1060 91742 0 91742 0 91742 77000 0 77000 91742 75822 0 0 77000 75822 0 0 1178 0 0 0 0 0 0 0 0 90564 0 0 0 JIMMIE LYNN AUSTIN BILLYE R AUSTIN X 401-KIDS INC FOUNDATION 520 S BEAGLE CIRCLE EDMOND OK 73003 N/A PC CHARITABLE 1000 ALZHEIMER'S ASSOCIATIONOKLAHOMA CHAPTER 2448 E 81ST STREET SUITE 3000 TULSA OK 74137 N/A PC CHARITABLE 1000 BETHEL FOUNDATION 13003 N WESTERN OKLAHOMA CITY OK 73114 N/A PC CHARITABLE 1000 BIG BROTHERS AND BIG SISTERS 502 E MAIN STREET NORMAN OK 73070 N/A PC CHARITABLE 2000 BLACKWELL COUNCIL FOR YOUTH INC PO BOX 514 BLACKWELL OK 74631 N/A PC CHARITABLE 1000 BLACKWELL OKLAHOMA COMMUNITY FOUNDATION INC PO BOX 514 BLACKWELL OK 74631 N/A PC CHARITABLE 1000 CALM WATERS CENTER FOR CHILDREN AND FAMILIES 4334 NW EXPRESSWAY SUITE 101 OKLAHOMA CITY OK 73116 N/A PC CHARITABLE 1000 CENTER FOR CHILDREN AND FAMILIES 1151 EAST MAIN STREET NORMAN OK 73071 N/A PC CHARITABLE 1000 CENTRAL OKLAHOMA HABITAT FOR HUMANITY 5005 S I-35 SERVICE ROAD OKLAHOMA CITY OK 73129 N/A PC CHARITABLE 1000 DEAN MCGEE EYE INSTITUTE FOUNDATION 608 STANTON L YOUNG BOULEVARD OKLAHOMA CITY OK 73104 N/A PC CHARITABLE - EDUCATIONAL 5000 INFANT CRISIS SERVICES INC 4224 N LINCOLN BOULEVARD OKLAHOMA CITY OK 731055211 N/A PC CHARITABLE 1000 INTEGRIS FOUNDATION 3030 NW EXPRESSWAY SUITE 1600 OKLAHOMA CITY OK 73112 N/A PC CHARITABLE - HONORARY 1000 JIM RILEY OUTREACH INC 11576 CLAIRMONTE COURT FRISCO TX 75035 N/A PC CHARITABLE 1000 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 1000 MARY ABBOT CHILDREN'S HOUSE 231 E SYMMES NORMAN OK 73069 N/A PC CHARITABLE 1000 MERCY HEALTH CENTER FOUNDATION 13321 N MERIDIAN SUITE 206 OKLAHOMA CITY OK 73120 N/A PC CHARITABLE 1000 NORMAN PUBLIC SCHOOL FOUNDATION 131 S FLOOD AVENUE NORMAN OK 73069 N/A PC CHARITABLE - EDUCATION 2000 NORMAN REGIONAL HEALTH FOUNDATION PO BOX 1665 NORMAN OK 73070 N/A PC CHARITABLE 4000 OKLAHOMA HEART HOSPITAL RESEARCH FOUNDATION 4200 W MEMORIAL ROAD SUITE 510 OKLAHOMA CITY OK 73120 N/A PC CHARITABLE 1000 OKLAHOMA MEDICAL RESEARCH FOUNDATION 825 NE 13TH STREET OKLAHOMA CITY OK 73104 N/A PC CHARITABLE 2000 PELLOW OUTREACH 6904 BRIARCREEK DRIVE OKLAHOMA CITY OK 73162 N/A PC CHARITABLE 2000 POSITIVE TOMORROWS INC PO BOX 61190 OKLAHOMA CITY OK 73146 N/A PC CHARITABLE 2000 REGIONAL FOOD BANK 3355 S PURDUE OKLAHOMA CITY OK 73137 N/A PC CHARITABLE 6000 SALVATION ARMY 1001 N PENNSYLVANIA AVENUE OKLAHOMA CITY OK 73107 N/A PC CHARITABLE 2500 SEMINOLE STATE COLLEGE EDUCATIONAL FOUNDATION INC PO BOX 351 SEMINOLE OK 74868 N/A PC CHARITABLE - EDUCATION 2000 SPECIAL CARE INC 12201 N WESTERN AVENUE OKLAHOMA CITY OK 73114 N/A PC CHARITABLE - HONORARY 1000 ST JUDE'S CHILDRENS' HOSPITAL 501 ST JUDE PLACE MEMPHIS TN 38105 N/A PC CHARITABLE 1000 TEEN RECOVERY SOLUTIONS 720 W WILSHIRE BOULEVARD SUITE 101-A OKLAHOMA CITY OK 73116 N/A PC CHARITABLE 1000 TOBY KEITH FOUNDATION 818 NE 8TH STREET OKLAHOMA CITY OK 73104 N/A PC CHARITABLE 1000 UNIVERSITY OF OKLAHOMA FOUNDATION 100 TIMBERDELL ROAD NORMAN OK 73019 N/A PC CHARITABLE - EDUCATION 25500 WHEATHEART NUTRITION PROJECT INC PO BOX 606 BLACKWELL OK 74631 N/A PC CHARITABLE 1000 WOUNDED WARRIOR PROJECT 4899 BELFORT ROADSUITE 300 JACKSONVILLE FL 32256 N/A PC CHARITABLE 1500 77000 0 14 185 14 25549 18 60230 0 85964 0 85964 1 N/A 0 0 0 0 0 0 0 0 0 0 TAX PREPARATION FEES 1950 1950 0 10,690.259 SHS VANGUARD SHORT-TERM INVE 111820 110217 50 SHS ACCENTURE PLC 2250 17590 15 SHS ADOBE INC 6341 6670 60 SHS ADVANCED MICRO DEVICE INC 9134 7247 380 SHS ALPHABET INC 13858 71934 395 SHS AMAZON.COM INC 52239 86659 20 SHS ANALOG DEVICES INC 3253 4249 505 SHS APPLE INC 6158 126462 175 SHS BANK OF AMERICA CORP 4901 7691 15 SHS BECTON DICKINSON & CO 3590 3403 16 SHS BLACKROCK INC 8306 16402 20 SHS BOEING CO 4219 3540 2 SHS BOOKING HOLDINGS INC 4354 9937 225 SHS BROADCOM INC 25698 52164 80 SHS CAPITAL ONE FC 11124 14266 145 SHS CARRIER GLOBAL CORP 7386 9898 35 SHS CHEVRON CORP 3755 5069 100 SHS CHIPOTLE MEXICAN GRILL 3795 6030 45 SHS CONOCOPHILLIPS 4203 4463 35 SHS COSTCO WHOLESALE CO 3448 32069 10 SHS CROWDSTRIKE HLDGS INC 2768 3422 90 SHS DANAHER CORP 2620 20660 70 SHS DEVON ENERGY CORP 4403 2291 115 SHS DISNEY WALT CO 7840 12805 75 SHS DOLLAR TREE INC 8723 5621 16 SHS ELI LILLY AND CO 11083 12352 125 SHS FREEPORT-MCMORAN INC 3889 4760 20 SHS GOLDMAN SACHS GROUP 7395 11452 65 SHS HOME DEPOT INC 13165 25284 88 SHS HONEYWELL INTL INC 7371 19878 120 SHS INTERCONTINENTAL EXC 3036 17881 25 SHS INTUITIVE SURGICAL INC 9960 13049 30 SHS JOHNSON & JOHNSON 4877 4339 90 SHS JPMORGAN CHASE & CO 12884 21574 140 SHS KROGER CO 6176 8561 15 SHS LOCKHEED MARTIN CORP 6156 7289 125 SHS MCCORMICK & CO INC 9407 9530 70 SHS MEDTRONIC PLC 7002 5592 93 SHS META PLATFORMS INC 19508 54452 45 SHS METLIFE INC 3026 3685 100 SHS MICRON TECHNOLOGY 9032 8416 165 SHS MICROSOFT CORP 29482 69548 80 SHS MORGAN STANLEY 7141 10058 55 SHS NESTLE SFA 6678 4494 15 SHS NETFLIX INC 4597 13370 105 SHS NIKE INC 3108 7945 775 SHS NVIDIA CORP 18004 104075 54 SHS PALO ALTO NETWORKS INC 7754 9826 55 SHS PEPSCICO INC 3619 8363 95 SHS PFIZER INC 4518 2520 95 SHS QUALCOMM INC 15211 14594 8 SHS REGENERON PHARMS INC 5779 5699 15 SHS ROCKWELL AUTOMATION 4634 4287 45 SHS RTX CORP 3865 5207 10 SHS SALESFORCE INC 2947 3343 45 SHS SHERWIN WILLIAMS CO 6899 15297 65 SHS STATE STREET CORP 5093 6380 45 SHS TARGET CORP 9337 6083 70 SHS TESLA INC 16971 28269 45 SHS THERMO FISHER SCNTFC 5464 23410 35 SHS UBER TECHNOLOGIES INC 2474 2111 80 SHS UNION PACIFIC CORP 12673 18243 32 SHS UNITED RENTALS INC 11481 22542 20 SHS UNITEDHEALTH GRP INC 8248 10117 45 SHS VERALTO CORP 519 4583 110 SHS VISA INC 3762 31604 775 SHS COMMUNICAT SVS SLCT SEC 40086 75028 235 SHS ENERGY SELECT SECTOR 12238 20130 60 SHS ISHARES US AEROSPACE 6421 8721 210 SHS SELECT SECTOR UTI SELECT 12124 15895 115 SHS VANGUARD CONSUMER 7557 43169 175 SHS VANGUARD ENERGY ETF 12629 21229 525 SHS VANGUARD FINANCIALS ETF 37135 61987 95 SHS VANGUARD HEALTH CARE 20300 24101 200 SHS VANGUARD INFORMATION 24856 124360 1,008.615 SHS DODGE & COX INTERNATIONAL 43023 50330 150.275 SHS T. ROWE PRICE MID-CAP GR 12306 15034 455.997 SHS VANGUARD INTERNATIONAL GR 40353 46316 179.963 SHS VANGUARD MID CAP INDEX A 47499 58825 208.846 SHS VANGUARD SMALL CAP INDEX 10857 24051 208.449 SHS VANGUARD TAX-MANAGED CAP 27974 63058 292.815 SHS VANGUARD TAX-MANAGED SMALL 23000 27542 676.249 SHS WILLIAM BLAIR SMALL-MID 15215 19036 INVESTMENT EXPENSE - CHARLES SCHWAB & CO., INC. 7311 7311 0 JIMMIE AND MARIE AUSTIN FOUNDATION PO BOX 1837 OKLAHOMA CITY OK 73101 JIMMIE L BILLYE AUSTIN PO BOX 1837 OKLAHOMA CITY OK 73101 EXCISE TAXES 909 0 0 FOREIGN TAXES 416 416 0