JIMMIE LYNN AND BILLYE AUSTIN FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- JIMMIE LYNN AND BILLYE AUSTIN FOUNDATION (EIN 20-3025112)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-13
- IRS object ID
- 201321339349102152
- Schema version
- 2012v2.1
- 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) |
|---|---|---|
| Timestamp | 2013-05-13T14:36:16-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 731413977 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOGANTAYLOR LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203025112 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JIMMIE LYNN AND BILLYE AUSTIN FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | JIMM | NameControl |
| Phone | 4056078300 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6301 WATERFORD BLVD STE 120 | AddressLine1 |
| City | OKLAHOMA CITY | City |
| State | OK | State |
| ZIP Code | 73118 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JIMMIE L AUSTIN | Name |
| Title | TRUSTEE | Title |
| Phone | 4053822600 | Phone |
| Date Signed | 2013-05-08 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BOB L SLOVACEK | Name |
| PTIN | P00536174 | PTIN |
| Phone | 4058482020 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1056727 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 13 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 13 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 19110 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 19110 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 7540 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 175378 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 7540 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 26663 | TotalRevenueAndExpenses |
| Total Net Investment Income | 26663 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 2000 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 2000 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 497 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 497 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 4824 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 4824 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 7321 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 7321 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 41200 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 41200 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 48521 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 7321 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 41200 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -21858 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 19342 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | 1181 | CashEOY |
| Cash EOYFMV | 1181 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 99585 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 101047 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 99979 | SavingsAndTempCashInvstEOYFMV |
| Accounts Receivable | 138 | AccountsReceivable |
| Accounts Receivable EOY | 138 | AccountsReceivableEOY |
| Accounts Receivable EOYFMV | 138 | AccountsReceivableEOYFMV |
| Prepaid Expenses EOY | 42 | PrepaidExpensesEOY |
| Prepaid Expenses EOYFMV | 42 | PrepaidExpensesEOYFMV |
| Investments Corp Stock BOY | 597580 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 608200 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 670925 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 316945 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 281644 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 284462 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 1014110 | TotalAssetsBOY |
| Total Assets EOY | 992252 | TotalAssetsEOY |
| Total Assets EOYFMV | 1056727 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 1031968 | CapitalStockBOY |
| Capital Stock EOY | 1031968 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | -17858 | RetainedEarningsBOY |
| Retained Earnings EOY | -39716 | RetainedEarningsEOY |
| Total Net Assets BOY | 1014110 | TotalNetAssetsBOY |
| Total Net Assets EOY | 992252 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1014110 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 992252 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1014110 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -21858 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 992252 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 992252 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (28 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| 350 SHS AECOM TECHNOLOGY CORP | P | 2010-11-03 | 2012-07-06 | 5859 | 9496 | -3637 | -3637 |
| 100 SHS AECOM TECHNOLOGY CORP | P | 2010-11-03 | 2012-07-06 | 1674 | 2713 | -1039 | -1039 |
| 150 SHS AMPHENOL CORP | P | 2010-11-03 | 2012-12-21 | 9706 | 7668 | 2038 | 2038 |
| 100 SHS ANALOG DEVICES INC | P | 2011-07-15 | 2012-12-21 | 4192 | 3591 | 601 | 601 |
| 25000 UNITS CITIGROUP 5.25% | P | 2010-11-03 | 2012-02-27 | 25000 | 25000 | 0 | 0 |
| 50 SHS COGNIZANT TECHNOLOGY SOLUTIONS | P | 2010-11-03 | 2012-07-06 | 2852 | 3278 | -426 | -426 |
| 100 SHS DANAHER CORP | P | 2010-11-03 | 2012-07-06 | 5116 | 4368 | 748 | 748 |
| 25 SHS ENGILITY HOLDINGS INC - W/I | P | 2010-11-03 | 2012-09-26 | 438 | 465 | -27 | -27 |
| 12500 UNITS GOLDMAN SACHS 3.625% 8/1/12 | P | 2010-11-03 | 2012-08-01 | 12500 | 12500 | 0 | 0 |
| 12500 UNITS GOLDMAN SACHS 3.625% 8/1/12 | P | 2010-11-03 | 2012-08-01 | 12500 | 12500 | 0 | 0 |
| 600 SHS INTEL | P | 2010-11-03 | 2012-12-21 | 12342 | 12204 | 138 | 138 |
| 100 SHS INTEL | P | 2010-11-03 | 2012-12-21 | 2058 | 2034 | 24 | 24 |
| 200 SHS KELLOGG CO | P | 2010-11-03 | 2012-12-21 | 11204 | 9938 | 1266 | 1266 |
| 50 SHS KELLOGG CO | P | 2010-11-03 | 2012-12-21 | 2801 | 2485 | 316 | 316 |
| 50 SHS KELLOGG CO | P | 2010-11-03 | 2012-12-21 | 2801 | 2485 | 316 | 316 |
| 100 SHS L-3 COMMUNICATIONS HLDGS INC | P | 2010-11-03 | 2012-12-21 | 7741 | 7002 | 739 | 739 |
| 50 SHS L-3 COMMUNICATIONS HLDGS INC | P | 2010-11-03 | 2012-12-21 | 3871 | 3501 | 370 | 370 |
| 50 SHS LOWES | P | 2010-11-03 | 2012-12-21 | 1743 | 1096 | 647 | 647 |
| 150 SHS LOWES | P | 2010-11-03 | 2012-12-21 | 5230 | 3288 | 1942 | 1942 |
| 100 SHS LOWES | P | 2010-11-03 | 2012-12-21 | 3487 | 2192 | 1295 | 1295 |
| 200 SHS NUCOR CORP | P | 2010-11-03 | 2012-12-21 | 8622 | 7748 | 874 | 874 |
| 100 SHS NUCOR CORP | P | 2010-11-03 | 2012-12-21 | 4311 | 3874 | 437 | 437 |
| 0.5 SHS PHILLIPS 66 | P | 2010-11-03 | 2012-05-08 | 15 | 13 | 2 | 2 |
| 12 SHS PHILLIPS 66 | P | 2010-11-03 | 2012-07-10 | 394 | 319 | 75 | 75 |
| 25 SHS PHILLIPS 66 | P | 2011-03-24 | 2012-07-10 | 821 | 910 | -89 | -89 |
| 25000 UNITS WACHOVIA CORP V-Q .432% | P | 2010-11-03 | 2012-04-23 | 25000 | 25000 | 0 | 0 |
| 125 SHS WEATHERFORD INTL LTD | P | 2010-11-03 | 2012-07-06 | 1565 | 2170 | -605 | -605 |
| CAPITAL GAINS DIVIDENDS | P | 1535 | 1535 | 1535 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 7540 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 16050 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1022892 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.015691 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 7390 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 213458 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.034620 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 7675 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 106492 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.072071 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 5230 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 105432 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.049605 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 4790 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 112729 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.042491 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.214478 | TotalDistributionRatio |
| Average Distribution Ratio | 0.042896 | AverageDistributionRatio |
| Net Noncharitable Assets | 1048945 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 44996 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 193 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 45189 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 41200 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 387 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 387 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 387 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 42 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 42 | TotalCreditsAndPayments |
| Tax Due | 345 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | OK | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 1 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHERI NEAL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 4056078300 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6301 WATERFORD BLVD STE 120 | AddressLine1 |
| City | OKLAHOMA CITY | City |
| State | OK | State |
| ZIP Code | 73118 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| JIMMIE LYNN AUSTIN | ||||||||
| 6301 WATERFORD BLVD STE 120 | OKLAHOMA CITY | OK | 73118 | TRUSTEE | 5.00 | 0 | 0 | 0 |
| BILLYE R AUSTIN | ||||||||
| 6301 WATERFORD BLVD STE 120 | OKLAHOMA CITY | OK | 73118 | TRUSTEE | 5.00 | 0 | 0 | 0 |
| GUY C AUSTIN | ||||||||
| 6301 WATERFORD BLVD STE 120 | OKLAHOMA CITY | OK | 73118 | CO-TRUSTEE | 1.00 | 0 | 0 | 0 |
| CHRISTY L CLINE | ||||||||
| 6301 WATERFORD BLVD STE 120 | OKLAHOMA CITY | OK | 73118 | CO-TRUSTEE | 1.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 940932 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 123987 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1064919 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1064919 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 15974 | CashDeemedCharitable |
| Net Noncharitable Assets | 1048945 | NetNoncharitableAssets |
| Minimum Investment Return | 52447 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 52447 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 387 | TaxBasedOnInvestmentIncome |
| Total Tax | 387 | TotalTax |
| Distributable Amount Before Adj | 52060 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 52060 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 52060 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 41200 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 41200 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 41200 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 52060 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 40894 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 41200 | QualifyingDistributions |
| Applied To Year1 | 40894 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 306 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 51754 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JIMMIE LYNN AUSTIN | ContributingManager |
| Contributing Manager | BILLYE R AUSTIN | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (29 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| BIG BROTHERS BIG SISTERS | |||||||
| 501 E MAIN STREET | NORMAN | OK | 73071 | N/A | PUBLIC CHARITY | CHARITABLE | $1,000 |
| BLACKWELL PUBLIC SCHOOL FOUNDATION | |||||||
| 201 E BLACKWELL AVENUE | BLACKWELL | OK | 74631 | N/A | PUBLIC EDUCATION | CHARITABLE - EDUCATION | $1,000 |
| CASADY SCHOOL | |||||||
| 9500 NORTH PENNSYLVANIA | OKLAHOMA CITY | OK | 73156 | N/A | PUBLIC FOUNDATION | CHARITABLE - EDUCATION | $100 |
| 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 | $100 |
| DEAN MCGEE EYE INSTITUTE FOUNDATION | |||||||
| 608 STANTON L YOUNG BOULEVARD | OKLAHOMA CITY | OK | 73104 | N/A | PUBLIC CHARITY | CHARITABLE | $5,000 |
| FIRST CHRISTIAN CHURCH | |||||||
| 200 S KANSAS STREET | CHEROKEE | OK | 73728 | N/A | CHURCH | CHARITABLE | $50 |
| FIRST UNITED METHODIST CHURCH OF EDMOND | |||||||
| PO BOX 390 | EDMOND | OK | 73083 | N/A | CHURCH | CHARITABLE | $50 |
| HOUSTON CONGREGATION FOR REFORM OF JUDAISM | |||||||
| 801 BERING DRIVE | HOUSTON | TX | 77057 | N/A | CHURCH | CHARITABLE | $100 |
| INFANT CRISIS SERVICES INC | |||||||
| 4224 NORTH LINCOLN BLVD | OKLAHOMA CITY | OK | 73105 | N/A | PUBLIC CHARITY | CHARITABLE | $100 |
| 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 | $350 |
| NORMAN PUBLIC SCHOOL FOUNDATION | |||||||
| 131 S FLOOD | NORMAN | OK | 73069 | N/A | PUBLIC EDUCATION | CHARITABLE - EDUCATION | $1,000 |
| 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 BAPTIST UNIVERSITY | |||||||
| 500 WEST UNIVERSITY | SHAWNEE | OK | 74804 | N/A | PUBLIC EDUCATION | CHARITABLE - EDUCATION | $100 |
| OKLAHOMA MEDICAL RESEARCH FOUNDATION | |||||||
| 825 NE 13TH STREET | OKLAHOMA CITY | OK | 73104 | N/A | PUBLIC CHARITY | CHARITABLE | $50 |
| REGIONAL FOOD BANK | |||||||
| 3355 S PURDUE | OKLAHOMA CITY | OK | 73137 | N/A | PUBLIC CHARITY | CHARITABLE | $100 |
| SALVATION ARMY | |||||||
| PO BOX 2536 | OKLAHOMA CITY | OK | 73101 | N/A | PUBLIC CHARITY | CHARITABLE | $100 |
| SCOT & WHITE HEALTHCARE FOUNDATION - LINDA VASICK CANCER CENTER | |||||||
| 2401 S 31ST STREET | TEMPLE | TX | 76508 | 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 |
| ST EUGENE'S CATHOLIC CHURCH | |||||||
| PO BOX 20930 | OKLAHOMA CITY | OK | 73156 | N/A | CHURCH | CHARITABLE | $100 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | N/A | PUBLIC CHARITY | CHARITABLE | $50 |
| BOB STOOPS CHAMPIONS FOUNDATION | |||||||
| 180 WEST BROOKS | NORMAN | OK | 73019 | N/A | PRIVATE FOUNDATION | CHARITABLE - EDUCATION | $500 |
| 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 | $18,700 |
| VINE LIFE MINISTRIES INC | |||||||
| PO BOX 42295 | OKLAHOMA CITY | OK | 73123 | N/A | PUBLIC CHARITY | CHARITABLE | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 41200 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $13 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $19,110 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $7,540 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $26,663 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 26663 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | Category |
| Amount | $2,000 | Amount |
| Net Investment Income | 2000 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | CORPORATE BONDS - THE TRUST COMPANY OF OKLAHOMA | NameOfBond |
| EOY Book Value | 281644 | EOYBookValue |
| EOYFMV | 284462 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | EQUITIES - THE TRUST COMPANY OF OKLAHOMA | NameOfStock |
| EOY Book Value | 608200 | EOYBookValue |
| EOYFMV | 670925 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INVESTMENT EXPENSE - THE TRUST COMPANY OF OKLAHOMA | Description |
| Revenue And Expenses Per Books | 4824 | RevenueAndExpensesPerBooks |
| Net Investment Income | 4824 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode |
|---|---|---|---|
| JIMMIE AND MARIE AUSTIN FOUNDATION | |||
| 6301 WATERFORD BLVD STE 120 | OKLAHOMA CITY | OK | 73118 |
| JIMMIE L BILLYE AUSTIN | |||
| 6301 WATERFORD BLVD STE 120 | OKLAHOMA CITY | OK | 73118 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| EXCISE TAXES | $233 | 233 | 0 |
| FOREIGN TAXES | $264 | 264 | 0 |
Comments