JIMMIE LYNN AND BILLYE AUSTIN FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- JIMMIE LYNN AND BILLYE AUSTIN FOUNDATION (EIN 20-3025112)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-11
- IRS object ID
- 201601329349102115
- Schema version
- 2015v2.1
- 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
- Other Income Schedule2
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-11T14:18:21-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 11600 BROADWAY EXTENSION SUITE 300 | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73114 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | 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 | 4056078300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6301 WATERFORD BLVD SUITE 120 | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73118 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JIMMIE L AUSTIN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4053822600 | PhoneNum |
| Signature | 2016-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES A KEEHN | PreparerPersonNm |
| PTIN | P00451320 | PTIN |
| Phone | 4058482020 | PhoneNum |
| Preparation | 2016-05-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,181,175 | 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 | $2 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $21,634 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $21,634 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $36,262 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $191,374 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $36,262 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $137 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $137 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $58,035 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $58,035 | 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 | $1,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $532 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $532 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,796 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,796 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,828 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,828 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $59,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $59,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $66,028 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,828 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $59,200 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$7,993 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $51,207 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,388 | CashBOYAmt |
| Cash EOY | $3,397 | CashEOYAmt |
| Cash EOYFMV | $3,397 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $90,062 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $103,583 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $103,617 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $536 | AcctRcvblAmt |
| Acct Rcvbl BOY | $504 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $536 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $536 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $756,036 | CorporateStockBOYAmt |
| Corporate Stock EOY | $768,473 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,015,876 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $95,983 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $60,991 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $57,749 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $944,973 | TotalAssetsBOYAmt |
| Total Assets EOY | $936,980 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,181,175 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | -$86,995 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$94,988 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $944,973 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $936,980 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $944,973 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $936,980 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $944,973 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$7,993 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $936,980 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $936,980 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (48 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 83.999 SHS COLUMBIA ACORN CL Z | 2014-12-09 | 2015-12-04 | $2,592 | $2,654 | -$62 | -$62 | |
| 31.686 SHS COLUMBIA ACORN CL Z | 2015-06-03 | 2015-12-04 | $978 | $1,039 | -$61 | -$61 | |
| 40 SHS MCDONALDS | 2014-10-02 | 2015-06-30 | $3,803 | $3,768 | $35 | $35 | |
| 0.6 SHS MEDTRONIC PLC | 2015-01-28 | 2015-02-10 | $45 | $45 | $0 | $0 | |
| 0.3567 SHS TALEN ENERGY CORP | 2014-08-20 | 2015-06-16 | $7 | $7 | $0 | $0 | |
| 12 SHS TALEN ENERGY CORP | 2014-08-20 | 2015-06-30 | $206 | $238 | -$32 | -$32 | |
| 6 SHS TALEN ENERGY CORP | 2014-10-02 | 2015-06-30 | $103 | $120 | -$17 | -$17 | |
| 6 SHS TALEN ENERGY CORP | 2014-10-15 | 2015-06-30 | $103 | $107 | -$4 | -$4 | |
| 50 SHS UNILEVER PLC | 2014-08-20 | 2015-06-30 | $2,152 | $2,184 | -$32 | -$32 | |
| 80 SHS AMPHENOL CORP | 2007-06-01 | 2015-09-02 | $4,053 | $2,045 | $2,008 | $2,008 | |
| 65 SHS AMPHENOL CORP | 2007-06-01 | 2015-09-04 | $3,310 | $1,661 | $1,649 | $1,649 | |
| 75 SHS BARD CR INC | 2006-01-11 | 2015-09-04 | $14,112 | $6,302 | $7,810 | $7,810 | |
| 15000 SHS BMW BANK NA CD .8% 11/16/15 | 2013-12-03 | 2015-11-16 | $15,000 | $15,000 | $0 | $0 | |
| 442.478 SHS COLUMBIA ACORN CL Z | 2010-12-16 | 2015-12-04 | $13,659 | $12,509 | $1,150 | $1,150 | |
| 0.209 SHS COLUMBIA ACORN CL Z | 2010-12-16 | 2015-12-04 | $6 | $6 | $0 | $0 | |
| 4.548 SHS COLUMBIA ACORN CL Z | 2011-06-08 | 2015-12-04 | $140 | $138 | $2 | $2 | |
| 12.54 SHS COLUMBIA ACORN CL Z | 2011-06-09 | 2015-12-04 | $387 | $371 | $16 | $16 | |
| 14.619 SHS COLUMBIA ACORN CL Z | 2011-12-07 | 2015-12-04 | $451 | $409 | $42 | $42 | |
| 50 SHS CVS HEALTH CORP | 2005-09-26 | 2015-06-30 | $5,259 | $1,527 | $3,732 | $3,732 | |
| 50 SHS CVS HEALTH CORP | 2005-09-26 | 2015-09-04 | $4,999 | $1,527 | $3,472 | $3,472 | |
| 35 SHS DANAHER CORP | 2005-09-20 | 2015-09-04 | $3,010 | $1,529 | $1,481 | $1,481 | |
| 10000 SHS DUPONT EL NEMOUR 3.25% 1/15/15 | 2009-12-23 | 2015-01-15 | $10,000 | $10,000 | $0 | $0 | |
| 12 SHS EXPRESS SCRIPTS HLDG | 2006-06-28 | 2015-09-04 | $997 | $613 | $384 | $384 | |
| 13 SHS EXPRESS SCRIPTS HLDG | 2010-06-08 | 2015-09-04 | $1,080 | $664 | $416 | $416 | |
| 25 SHS EXXON MOBIL | 2006-02-14 | 2015-06-30 | $2,085 | $1,696 | $389 | $389 | |
| 0.0604 SHS GOOGLE INC CL C | 2008-12-12 | 2015-05-19 | $32 | $19 | $13 | $13 | |
| 110 SHS MCDONALDS | 2010-08-05 | 2015-06-30 | $10,459 | $8,624 | $1,835 | $1,835 | |
| 40000 SHS PEPSICO 3.1% 1/15/15 | 2011-03-24 | 2015-01-15 | $40,000 | $40,000 | $0 | $0 | |
| 0.2 SHS AT&T INC | 2012-12-21 | 2015-08-07 | $7 | $5 | $2 | $2 | |
| 189 SHS AT&T INC | 2012-12-21 | 2015-09-02 | $6,153 | $5,009 | $1,144 | $1,144 | |
| 0.3 SHS AT&T INC | 2013-11-08 | 2015-08-07 | $10 | $10 | $0 | $0 | |
| 47 SHS AT&T INC | 2013-11-08 | 2015-09-02 | $1,530 | $1,585 | -$55 | -$55 | |
| 25 SHS CHEVRON CORPORATION | 2013-07-24 | 2015-06-30 | $2,419 | $3,166 | -$747 | -$747 | |
| 5.82 SHS COLUMBIA ACORN CL Z | 2012-06-06 | 2015-12-04 | $180 | $169 | $11 | $11 | |
| 23.728 SHS COLUMBIA ACORN CL Z | 2012-12-06 | 2015-12-04 | $732 | $702 | $30 | $30 | |
| 5.818 SHS COLUMBIA ACORN CL Z | 2013-06-05 | 2015-12-04 | $180 | $193 | -$13 | -$13 | |
| 27.856 SHS COLUMBIA ACORN CL Z | 2013-12-11 | 2015-12-04 | $860 | $989 | -$129 | -$129 | |
| 11.523 SHS COLUMBIA ACORN CL Z | 2014-06-04 | 2015-12-04 | $356 | $415 | -$59 | -$59 | |
| 100 SHS COVIDIEN PLC | 2013-01-04 | 2015-01-28 | $10,700 | $5,352 | $5,348 | $5,348 | |
| 125 SHS DIRECTV (MERGER DISTR) | 2015-07-29 | 2015-07-29 | $3,563 | $3,563 | $3,563 | ||
| 50 SHS INTL BUSINESS MACHINES | 2013-01-04 | 2015-06-30 | $8,154 | $9,705 | -$1,551 | -$1,551 | |
| 25 SHS MATERIALS SELECT SECTOR SPDRF | 2012-12-21 | 2015-09-04 | $1,056 | $923 | $133 | $133 | |
| 25 SHS NOBLE ENERGY | 2012-07-06 | 2015-06-30 | $1,070 | $1,072 | -$2 | -$2 | |
| 35 SHS PPL | 2014-08-20 | 2015-09-04 | $1,038 | $1,108 | -$70 | -$70 | |
| 65 SHS SCHLUMBERGER LTD | 2012-07-06 | 2015-09-04 | $4,881 | $4,280 | $601 | $601 | |
| 25 SHS VANGUARD TELECOMMUNICATION | 2014-08-20 | 2015-09-04 | $2,066 | $2,066 | $0 | $0 | |
| 50 SHS WAL-MART | 2012-07-06 | 2015-09-04 | $3,194 | $3,561 | -$367 | -$367 | |
| CAPITAL GAINS DIVIDENDS | $4,197 | $4,197 | $4,197 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $36,262 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $55,092 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,195,173 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046095 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $51,459 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,105,707 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046539 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $41,200 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,048,945 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.039278 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $16,050 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,022,892 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.015691 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $7,390 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $213,458 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.034620 | DistributionYr5Rt |
| Total Distribution | 0.182223 | TotalDistributionRt |
| Average Distribution | 0.036445 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,212,033 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $44,173 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $512 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $44,685 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $59,200 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $512 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $512 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $512 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $6 | EsPenaltyAmt |
| Tax Due | $518 | 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 | SHERI NEAL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4056078300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6301 WATERFORD BLVD SUITE 120 | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73118 | 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 | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 |
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 | ||||||||
| 6301 WATERFORD BLVD SUITE 120 | OKLAHOMA CITY | OK | 73118 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| BILLYE R AUSTIN | ||||||||
| 6301 WATERFORD BLVD SUITE 120 | OKLAHOMA CITY | OK | 73118 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| GUY C AUSTIN | ||||||||
| 6301 WATERFORD BLVD SUITE 120 | OKLAHOMA CITY | OK | 73118 | CO-TRUSTEE | 1.00 | $0 | $0 | $0 |
| CHRISTY L CLINE | ||||||||
| 6301 WATERFORD BLVD SUITE 120 | OKLAHOMA CITY | OK | 73118 | 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 | $1,103,590 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $126,900 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,230,490 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,230,490 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $18,457 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,212,033 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $60,602 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $60,602 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $512 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $512 | TotalTaxAmt |
| Distributable Before Adj | $60,090 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $60,090 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $60,090 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $59,200 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $59,200 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $512 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $58,688 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $60,090 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $59,049 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $59,200 | QualifyingDistributionsAmt |
| Applied To Year1 | $59,049 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $151 | 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 | $59,939 | 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 (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BOB STOOPS CHAMPIONS FOUNDATION | |||||||
| 180 WEST BROOKS | NORMAN | OK | 73019 | N/A | PRIVATE FOUNDATION | CHARITABLE - EDUCATION | $1,000 |
| CENTER FOR CHILDREN & FAMILIES | |||||||
| 1151 EAST MAIN STREET | NORMAN | OK | 73071 | N/A | PUBLIC CHARITY | CHARITABLE | $1,000 |
| CITY RESCUE MISSION INC | |||||||
| PO BOX 960021 | OKLAHOMA CITY | OK | 73196 | N/A | PUBLIC CHARITY | CHARITABLE | $500 |
| FOLDS OF HONOR FOUNDATION | |||||||
| 5800 NORTH PATRIOT DRIVE | OWASSO | OK | 74055 | N/A | PUBLIC CHARITY | CHARITABLE | $500 |
| JIM RILEY OUTREACH INC | |||||||
| 2201 CARDINAL DRIVE | EDMOND | OK | 73013 | N/A | PUBLIC CHARITY | CHARITABLE | $1,000 |
| JOURNEY CHURCH | |||||||
| PO BOX 722764 | NORMAN | OK | 73070 | N/A | PUBLIC CHARITY | CHARITABLE | $2,000 |
| KAY YOW CANCER FUND | |||||||
| PO BOX 3369 | CARY | NC | 27519 | N/A | PUBLIC CHARITY | CHARITABLE | $1,000 |
| MAKE-A-WISH FOUNDATION OF OKLAHOMA INC | |||||||
| 5201 NORTH SHARTEL AVE | OKLAHOMA CITY | OK | 73118 | N/A | PUBLIC CHARITY | CHARITABLE | $1,000 |
| MAPLE GROVE CEMETERY CHAPEL ASSOCIATION | |||||||
| PO BOX 1062 | SEMINOLE | OK | 74818 | N/A | PUBLIC CHARITY | CHARITABLE | $250 |
| MAYO CLINIC | |||||||
| 13400 E SHEA BLVD | SCOTTSDALE | AZ | 85259 | N/A | PUBLIC CHARITY | CHARITABLE | $5,050 |
| MERCY HEALTH CENTER FOUNDATION | |||||||
| 13321 NORTH MERIDIAN SUITE 206 | OKLAHOMA CITY | OK | 73102 | N/A | PUBLIC CHARITY | CHARITABLE | $3,000 |
| NORMAN YOUTH FOUNDATION | |||||||
| 3101 W TECUMSEH ROAD | NORMAN | OK | 73072 | N/A | PRIVATE FOUNDATION | CHARITABLE - EDUCATION | $1,000 |
| NORTHERN OK COLLEGE FOUNDATION | |||||||
| PO BOX 310 | TONKAWA | OK | 74653 | N/A | PUBLIC EDUCATION | CHARITABLE - EDUCATION | $1,000 |
| OKLAHOMA HEART HOSPITAL RESEARCH FOUNDATION | |||||||
| 4200 W MEMORIAL ROAD SUITE 510 | OKLAHOMA CITY | OK | 73118 | N/A | PUBLIC CHARITY | CHARITABLE | $1,150 |
| REGIONAL FOOD BANK | |||||||
| 3355 S PURDUE | OKLAHOMA CITY | OK | 73137 | N/A | PUBLIC CHARITY | CHARITABLE | $500 |
| SALVATION ARMY | |||||||
| PO BOX 2536 | OKLAHOMA CITY | OK | 73101 | N/A | PUBLIC CHARITY | CHARITABLE | $500 |
| SEMINOLE STATE COLLEGE EDUCATION FOUNDATION INC | |||||||
| PO BOX 351 | SEMINOLE | OK | 74868 | N/A | PUBLIC EDUCATION | CHARITABLE - EDUCATION | $2,000 |
| SHELTER FROM THE STORM | |||||||
| 73-555 ALLESANDRO DR | PALM DESERT | CA | 92260 | N/A | CHURCH | CHARITABLE | $250 |
| SHRINER'S HOSPITAL TRANSPORTATION FUND | |||||||
| 3601 NW 36TH STREET | OKLAHOMA CITY | OK | 73112 | N/A | CHURCH | CHARITABLE | $500 |
| SOONERS HELPING SOONERS | |||||||
| 2600 VAN BUREN STREET SUITE 2600 | NORMAN | OK | 73072 | N/A | PUBLIC CHARITY | CHARITABLE | $500 |
| SUITED FOR SUCCESS | |||||||
| PO BOX 32258 | OKLAHOMA CITY | OK | 73123 | N/A | PUBLIC CHARITY | CHARITABLE | $250 |
| TEEN RECOVERY SOLUTIONS | |||||||
| 720 W WILSHIRE BLVD SUITE 101-A | OKLAHOMA CITY | OK | 73116 | N/A | PUBLIC CHARITY | CHARITABLE | $1,000 |
| TOBY KEITH FOUNDATION | |||||||
| 818 NE 8TH STREET | OKLAHOMA CITY | OK | 73116 | N/A | PUBLIC CHARITY | IN MEMORY OF MICHAEL DILLON AYERS | $100 |
| THE TOUCHDOWN CLUB OF OKLAHOMA | |||||||
| 4334 NW EXPRESSWAY 285 | OKLAHOMA CITY | OK | 73116 | N/A | PUBLIC CHARITY | CHARITABLE | $250 |
| UNIVERSITY OF OKLAHOMA FOUNDATION | |||||||
| 100 TIMBERDELL ROAD | NORMAN | OK | 73019 | N/A | PUBLIC CHARITY | CHARITABLE - EDUCATION | $33,900 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $59,200 | 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 | $2 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21,634 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $36,262 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LITIGATION SETTLEMENT PROCEEDS | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $137 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $58,035 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $58,035 | 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 | $1,500 | Amt |
| Net Investment Income | $1,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS - THE TRUST COMPANY OF OKLAHOMA | BondNm |
| EOY Book Value | $60,991 | EOYBookValueAmt |
| EOYFMV | $57,749 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES - THE TRUST COMPANY OF OKLAHOMA | StockNm |
| EOY Book Value | $768,473 | EOYBookValueAmt |
| EOYFMV | $1,015,876 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT EXPENSE - THE TRUST COMPANY OF OKLAHOMA | $4,779 | $4,779 | $0 |
| ASSET FEE EXPENSE - THE TRUST COMPANY OF OKLAHOMA | $2 | $2 | $0 |
| BANK FEES | $15 | $15 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LITIGATION SETTLEMENT PROCEEDS | Desc |
| Revenue And Expenses Per Books | $137 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $137 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $137 | AdjustedNetIncomeAmt |
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 | |||
| 6301 WATERFORD BLVD SUITE 120 | OKLAHOMA CITY | OK | 73118 |
| JIMMIE L BILLYE AUSTIN | |||
| 6301 WATERFORD BLVD SUITE 120 | OKLAHOMA CITY | OK | 73118 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES | $298 | $298 | $0 |
| FOREIGN TAXES | $234 | $234 | $0 |
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