JIMMIE LYNN AND BILLYE AUSTIN FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- JIMMIE LYNN AND BILLYE AUSTIN FOUNDATION (EIN 20-3025112)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-06-02
- IRS object ID
- 201401539349100600
- Schema version
- 2013v3.0
- 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 | 2014-06-02T09:25:45-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11600 BROADWAY EXTENSION SUITE 300 | AddressLine1 |
| City | OKLAHOMA CITY | City |
| State | OK | State |
| ZIP Code | 73114 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | OKLAHOMA CITY | City |
| State | OK | State |
| ZIP Code | 73118 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JIMMIE L AUSTIN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4053822600 | PhoneNum |
| Signature | 2014-05-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BOB L SLOVACEK | PreparerPersonNm |
| PTIN | P00536174 | PTIN |
| Phone | 4058482020 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,198,617 | 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 | $13 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $13 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $19,473 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $19,473 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $16,849 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $202,334 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $16,849 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $36,335 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $36,335 | 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 | $554 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $554 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,213 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,213 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,267 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,267 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $51,760 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $51,760 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $58,027 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,267 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $51,760 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$21,692 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $30,068 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,181 | CashBOYAmt |
| Cash EOY | $22,588 | CashEOYAmt |
| Cash EOYFMV | $22,588 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $101,047 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $115,513 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $113,949 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $435 | AcctRcvblAmt |
| Acct Rcvbl BOY | $138 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $435 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $435 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $42 | PrepaidExpensesBOYAmt |
| Corporate Stock BOY | $608,200 | CorporateStockBOYAmt |
| Corporate Stock EOY | $629,398 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $859,302 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $281,644 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $202,626 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $202,343 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $992,252 | TotalAssetsBOYAmt |
| Total Assets EOY | $970,560 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,198,617 | 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 | -$39,716 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$61,408 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $992,252 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $970,560 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $992,252 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $970,560 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $992,252 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$21,692 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $970,560 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $970,560 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (30 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 12 SHS MALLINCKRODT PLC | P | 2013-01-04 | 2013-07-24 | $525 | $503 | $22 | $22 |
| .05 SHS MALLICKRODT PLC | P | 2013-01-04 | 2013-07-24 | $22 | $21 | $1 | $1 |
| 75 SHS ABBVIE INC | P | 2010-11-03 | 2013-07-24 | $3,291 | $1,985 | $1,306 | $1,306 |
| 75 SHS ABBVIE INC | P | 2010-11-03 | 2013-12-20 | $3,932 | $1,985 | $1,947 | $1,947 |
| 50 SHS AMERICA MOVIL SERIE L ADR | P | 2010-11-03 | 2013-07-24 | $1,046 | $1,452 | -$406 | -$406 |
| 350 AMERICA MOVIL SERIES L | P | 2010-11-03 | 2013-08-05 | $7,255 | $10,164 | -$2,909 | -$2,909 |
| 150 AMERICA MOVIL SERIES L | P | 2010-11-03 | 2013-08-05 | $3,109 | $4,356 | -$1,247 | -$1,247 |
| 40 SHS AMPHENOL CORP | P | 2010-11-03 | 2013-07-24 | $3,104 | $2,045 | $1,059 | $1,059 |
| 40,000 SHS BB&T CORP 3.375% 9/25/13 | P | 2011-03-24 | 2013-09-25 | $40,000 | $40,000 | $0 | $0 |
| 75 SHS COGNIZANT TECHNOLOGY SOLUTIONS | P | 2010-11-03 | 2013-01-04 | $5,624 | $4,916 | $708 | $708 |
| 25 SHS CONOCOPHILLIPS | P | 2010-11-03 | 2013-07-24 | $1,639 | $1,069 | $570 | $570 |
| 50 SHS CONOCOPHILLIPS | P | 2011-03-24 | 2013-07-24 | $3,278 | $3,144 | $134 | $134 |
| 50 SHS CVS CAREMARK CORP | P | 2010-11-03 | 2013-11-08 | $3,180 | $1,527 | $1,653 | $1,653 |
| 50 SHS CVS CAREMARK CORP | P | 2010-11-03 | 2013-12-20 | $3,529 | $1,527 | $2,002 | $2,002 |
| 100 SHS DANAHER CORP | P | 2010-11-03 | 2013-12-20 | $7,684 | $4,368 | $3,316 | $3,316 |
| 50 SHS DISNEY WALT HOLDING COMPANY | P | 2010-11-03 | 2013-12-20 | $3,656 | $1,806 | $1,850 | $1,850 |
| 100 SHS EXPRESS SCRIPTS HOLDING COMPANY | P | 2010-11-03 | 2013-12-20 | $6,867 | $5,109 | $1,758 | $1,758 |
| 50 SHS EXXON MOBIL | P | 2010-11-03 | 2013-11-08 | $4,608 | $3,392 | $1,216 | $1,216 |
| 250000 SHS GE CAPITAL FINANCE CD 2.65% 7/30/13 | P | 2010-11-03 | 2013-07-30 | $25,000 | $25,802 | -$802 | -$802 |
| 250000 SHS GENERAL ELECTRIC 4.8% | P | 2010-11-03 | 2013-05-01 | $25,000 | $25,000 | $0 | $0 |
| 5 SHS GOOGLE INC | P | 2010-11-03 | 2013-01-04 | $3,678 | $3,078 | $600 | $600 |
| 3 SHS GOOGLE INC | P | 2010-11-03 | 2013-07-24 | $2,708 | $1,847 | $861 | $861 |
| 175 SHS NORFOLK SOUTHERN | P | 2010-11-03 | 2013-12-20 | $16,002 | $10,917 | $5,085 | $5,085 |
| 25 SHS PEPSICO | P | 2010-11-03 | 2013-11-08 | $2,131 | $1,645 | $486 | $486 |
| 100 SHS TEVA PHARMACEUTICAL IND | P | 2010-11-03 | 2013-11-08 | $3,714 | $5,093 | -$1,379 | -$1,379 |
| 50 SHS TEVA PHARMACEUTICAL IND | P | 2010-11-03 | 2013-11-08 | $1,857 | $2,547 | -$690 | -$690 |
| 50 SHS TEVA PHARMACEUTICAL IND | P | 2010-11-03 | 2013-11-08 | $1,857 | $2,547 | -$690 | -$690 |
| 150 SHS TEVA PHARMACEUTICALS INDUSTRIES ADR | P | 2010-11-03 | 2013-01-04 | $5,710 | $7,640 | -$1,930 | -$1,930 |
| 10,000 SHS WELLS FARGO CO 4.375% | P | 2010-11-03 | 2013-01-31 | $10,000 | $10,000 | $0 | $0 |
| CAPITAL GAINS DIVIDENDS | P | $2,328 | $2,328 | $2,328 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $16,849 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $41,200 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,048,945 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.039278 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $16,050 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,022,892 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.015691 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $7,390 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $213,458 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.034620 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $7,675 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $106,492 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.072071 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $5,230 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $105,432 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.049605 | DistributionYr5Rt |
| Total Distribution | 0.211265 | TotalDistributionRt |
| Average Distribution | 0.042253 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,105,707 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $46,719 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $301 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $47,020 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $51,760 | 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 | $301 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $301 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $301 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $301 | AppliedToEsTaxAmt |
| Total Payments And Credits | $301 | TotalPaymentsAndCreditsAmt |
| Tax Due | $0 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | OKLAHOMA CITY | City |
| State | OK | State |
| ZIP Code | 73118 | ZIPCode |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | $997,687 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $124,858 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,122,545 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,122,545 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,838 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,105,707 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $55,285 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $55,285 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $301 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $301 | TotalTaxAmt |
| Distributable Before Adj | $54,984 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $54,984 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $54,984 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $51,760 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $51,760 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $301 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $51,459 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $54,984 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $51,754 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $51,760 | QualifyingDistributionsAmt |
| Applied To Year1 | $51,754 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6 | 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 | $54,978 | 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 (26 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN LUNG ASSOCIATION | |||||||
| 11212 N MAY AVE SUITE 405 | OKLAHOMA CITY | OK | 73120 | N/A | PUBLIC CHARITY | CHARITABLE | $100 |
| BAPTIST GENERAL CONVENTION OF OKLAHOMA | |||||||
| 3800 N MAY AVE | OKLAHOMA CITY | OK | 73112 | N/A | PUBLIC CHARITY | CHARITABLE | $1,000 |
| BOB STOOPS CHAMPIONS FOUNDATION | |||||||
| 180 WEST BROOKS | NORMAN | OK | 73019 | N/A | PRIVATE FOUNDATION | CHARITABLE - EDUCATION | $1,000 |
| CASADY SCHOOL | |||||||
| 9500 NORTH PENNSYLVANIA | OKLAHOMA CITY | OK | 73156 | N/A | PUBLIC FOUNDATION | CHARITABLE - EDUCATION | $150 |
| 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 - INDIGENT PERSONS | $500 |
| DEAN MCGEE EYE INSTITUTE FOUNDATION | |||||||
| 608 STANTON L YOUNG BOULEVARD | OKLAHOMA CITY | OK | 73104 | N/A | PUBLIC CHARITY | CHARITABLE | $2,000 |
| INFANT CRISIS SERVICES INC | |||||||
| 4224 NORTH LINCOLN BLVD | OKLAHOMA CITY | OK | 73105 | 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 | $2,000 |
| 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 | $5,000 |
| MERCY HEALTH CENTER FOUNDATION | |||||||
| 13321 NORTH MERIDIAN SUITE 206 | OKLAHOMA CITY | OK | 73102 | N/A | PUBLIC CHARITY | CHARITABLE | $2,500 |
| NORMAN YOUTH FOUNDATION | |||||||
| 3101 W TECUMSEH ROAD | NORMAN | OK | 73072 | N/A | PUBLIC FOUNDATION | CHARITABLE - EDUCATION | $1,000 |
| NORTHERN OK COLLEGE FOUNDATION | |||||||
| PO BOX 310 | TONKAWA | OK | 74653 | N/A | PUBLIC EDUCATION | CHARITABLE - EDUCATION | $1,000 |
| OKLAHOMA CITY COMMUNITY FOUNDATION | |||||||
| 1000 N BROADWAY AVE | OKLAHOMA CITY | OK | 73102 | N/A | PUBLIC CHARITY | CHARITABLE | $50 |
| OKLAHOMA LIONS EYE BANK | |||||||
| 1414 NW 39TH STREET | OKLAHOMA CITY | OK | 73118 | N/A | PUBLIC CHARITY | CHARITABLE | $50 |
| OKLAHOMA MEDICAL RESEARCH FOUNDATION | |||||||
| 825 NE 13TH STREET | OKLAHOMA CITY | OK | 73104 | N/A | PUBLIC CHARITY | CHARITABLE | $1,000 |
| 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 |
| SECOND CHANCE ANIMAL SANCTUARY | |||||||
| 4500 24TH AVENUE NW | NORMAN | OK | 73069 | N/A | PUBLIC CHARITY | CHARITABLE | $50 |
| 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 | $200 |
| 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 | $26,160 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $51,760 | 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 | $13 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $19,473 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $16,849 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $36,335 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $36,335 | TotalIncomeProducingActyAmt |
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 | $202,626 | EOYBookValueAmt |
| EOYFMV | $202,343 | 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 | $629,398 | EOYBookValueAmt |
| EOYFMV | $859,302 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT EXPENSE - THE TRUST COMPANY OF OKLAHOMA | Desc |
| Revenue And Expenses Per Books | $4,213 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $4,213 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode |
|---|---|---|---|
| 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 | $387 | $387 | $0 |
| FOREIGN TAXES | $167 | $167 | $0 |
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