JIMMIE LYNN AND BILLYE AUSTIN FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- JIMMIE LYNN AND BILLYE AUSTIN FOUNDATION (EIN 20-3025112)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-08-08
- IRS object ID
- 201202219349100505
- Schema version
- 2011v1.2
- 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
- Other Increases Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-08-08T10:08:39-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | 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 | 2011-01-01 | 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 SUITE 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 | 2012-08-01 | 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 | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1007997 | 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 | 75 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 75 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 15710 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 15710 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 2903 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 140501 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 2903 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 234 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 0 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 18922 | TotalRevenueAndExpenses |
| Total Net Investment Income | 18688 | 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 | 1638 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1638 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 324 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 324 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 5052 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 5052 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 7014 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 7014 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 16050 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 16050 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 23064 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 7014 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 16050 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -4142 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 11674 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 216244 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 99585 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 99310 | SavingsAndTempCashInvstEOYFMV |
| Accounts Receivable BOY | 103 | AccountsReceivableBOY |
| Investments Corp Stock BOY | 561277 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 597580 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 590908 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 240626 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 316945 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 317779 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 1018250 | TotalAssetsBOY |
| Total Assets EOY | 1014110 | TotalAssetsEOY |
| Total Assets EOYFMV | 1007997 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 1018250 | CapitalStockBOY |
| Capital Stock EOY | 1014110 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 0 | RetainedEarningsBOY |
| Retained Earnings EOY | 0 | RetainedEarningsEOY |
| Total Net Assets BOY | 1018250 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1014110 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1018250 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1014110 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1018250 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -4142 | ExcessOfRevenueOverExpenses |
| Other Increases | 2 | OtherIncreases |
| Subtotal | 1014110 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1014110 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (14 entries)
| Description Of AssetDescriptionOfAsset | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | How AcquiredHowAcquired |
|---|---|---|---|---|---|---|---|
| 25000 SH GOLDMAN SACHS | 2010-11-03 | 2011-01-18 | 25000 | 25000 | 0 | 0 | |
| 25000 SH MORGAN STANLEY | 2010-11-03 | 2011-01-21 | 25000 | 25000 | 0 | 0 | |
| 250 SH APPLIED MATERIALS | 2010-11-03 | 2011-03-24 | 3812 | 3120 | 692 | 692 | |
| 350 SH BEST BUY | 2010-11-03 | 2011-03-24 | 11362 | 14921 | -3559 | -3559 | |
| 25000 SH JP MORGAN | 2010-11-03 | 2011-06-01 | 25000 | 25000 | 0 | 0 | |
| 100 SH LOCKHEED MARTIN | 2010-11-03 | 2011-05-27 | 7721 | 7164 | 557 | 557 | |
| 100 SH COGNIZANT | 2010-11-03 | 2011-05-27 | 7539 | 6555 | 984 | 984 | |
| 300 SH LOWES | 2010-11-03 | 2011-07-15 | 6828 | 6576 | 252 | 252 | |
| 250 SH APPLIED MATERIALS | 2010-11-03 | 2011-07-15 | 3068 | 3120 | -52 | -52 | |
| 250 SH APPLIED MATERIALS | 2010-11-03 | 2011-07-15 | 3087 | 3120 | -33 | -33 | |
| 721.112 SH BOGLE SMCAP | 2010-11-03 | 2011-07-26 | 15951 | 12807 | 3144 | 3144 | |
| 50 SH COGNIZANT TECHNOLOGY SOLUTIONS | 2010-11-03 | 2011-10-19 | 3555 | 3278 | 277 | 277 | |
| 50 SH NUCOR CORP | 2010-11-03 | 2011-10-19 | 1762 | 1937 | -175 | -175 | |
| CAPITAL GAINS DIVIDENDS | 816 | 816 | 816 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 2903 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 7390 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 213458 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.034620 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 7675 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 106492 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.072071 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 5230 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 105432 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.049605 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 4790 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 112729 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.042491 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 20 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 105225 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.000190 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.198977 | TotalDistributionRatio |
| Average Distribution Ratio | 0.039795 | AverageDistributionRatio |
| Net Noncharitable Assets | 1022892 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 40706 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 117 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 40823 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 16050 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 233 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 233 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 233 | TaxBasedOnInvestmentIncome |
| Tax Paid With Extension | 275 | TaxPaidWithExtension |
| Total Credits And Payments | 275 | TotalCreditsAndPayments |
| Overpayment | 42 | Overpayment |
| Amount Credited To Next Year | 42 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
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 | JIMMIE LYNN AND BILLYE AUSTIN FOUND | 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 (2 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 | 1.00 | 0 | 0 | 0 |
| BILLYE RUTH AUSTIN | ||||||||
| 6301 WATERFORD BLVD STE 120 | OKLAHOMA CITY | OK | 73118 | 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 | 902438 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 136031 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1038469 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1038469 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 15577 | CashDeemedCharitable |
| Net Noncharitable Assets | 1022892 | NetNoncharitableAssets |
| Minimum Investment Return | 51145 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 51145 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 233 | TaxBasedOnInvestmentIncome |
| Total Tax | 233 | TotalTax |
| Distributable Amount Before Adj | 50912 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 50912 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 50912 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 16050 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 16050 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 16050 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 50912 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 6032 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 16050 | QualifyingDistributions |
| Applied To Year1 | 6032 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 10018 | 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 | 40894 | 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 RUTH AUSTIN | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (15 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| ALL SOULS EPISCOPAL CHURCH | |||||||
| 6400 N PENNSYLVANIA AVE | OKLAHOMA CITY | OK | 73116 | N/A | PUBLIC CHARITY | CHARITABLE | $100 |
| HEART EXCHANGE AT ST LUKE'S HOSPITAL | |||||||
| 6720 BERTNER AVE MC4-129 | HOUSTON | TX | 77030 | N/A | PUBLIC CHARITY | CHARITABLE | $50 |
| JOURNEY CHURCH | |||||||
| PO BOX 722764 | NORMAN | OK | 73070 | N/A | PUBLIC CHARITY | CHARITABLE | $200 |
| MAYO CLINIC | |||||||
| 13400 E SHEA BLVD | SCOTTSDALE | AZ | 85259 | N/A | PUBLIC CHARITY | CHARITABLE | $5,000 |
| MERCY HEALTH CENTER FOUNDATION | |||||||
| 4300 WEST MEMORIAL ROAD 141 | OKLAHOMA CITY | OK | 731208362 | N/A | PUBLIC CHARITY | CHARITABLE | $2,350 |
| NATIONAL KIDNEY FOUNDATION | |||||||
| 30 E 33RD STREET | NEW YORK CITY | NY | 10016 | N/A | PUBLIC CHARITY | CHARITABLE | $50 |
| NORMAN HIGH SCHOOL GIRLS BASKETBALL | |||||||
| 911 W MAIN | NORMAN | OK | 73069 | N/A | PUBLIC CHARITY | CHARITABLE - EDUCATION | $200 |
| OKLAHOMA MEDICAL RESEARCH FOUNDATION | |||||||
| 825 NE 13TH STREET | OKLAHOMA CITY | OK | 73104 | N/A | PUBLIC CHARITY | CHARITABLE | $50 |
| SALVATION ARMY | |||||||
| 924 S HUDSON | TULSA | OK | 74112 | N/A | PUBLIC CHARITY | CHARITABLE | $50 |
| THE TOUCHDOWN CLUB OF OKLAHOMA | |||||||
| 4334 NW EXPRESSWAY 285 | OKLAHOMA CITY | OK | 731161577 | N/A | PUBLIC CHARITY | CHARITABLE | $250 |
| UNIVERSITY OF OKLAHOMA FOUNDATION-BASKETBALL WOMEN'S | |||||||
| 100 TIMBERDELL ROAD | NORMAN | OK | 730190685 | N/A | PUBLIC CHARITY | CHARITABLE - EDUCATION | $100 |
| UNIVERSITY OF OKLAHOMA FOUNDATION-EXECUTIVE AFFAIRS | |||||||
| 100 TIMBERDELL ROAD | NORMAN | OK | 730190685 | N/A | PUBLIC CHARITY | CHARITABLE - EDUCATION | $2,500 |
| UNIVERSITY OF OKLAHOMA FOUNDATION-GOLF COURSE | |||||||
| 100 TIMBERDELL ROAD | NORMAN | OK | 730190685 | N/A | PUBLIC CHARITY | CHARITABLE - EDUCATION | $5,000 |
| V FOUNDATION FOR CANCER RESEARCH | |||||||
| 106 TOWERVIEW COURT | CARY | NC | 27513 | N/A | PUBLIC CHARITY | CHARITABLE | $50 |
| VINELIFE MINISTRIES | |||||||
| 421 NORTH MERIDIAN AVENUE | OKLAHOMA CITY | OK | 731076509 | N/A | PUBLIC CHARITY | CHARITABLE | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 16050 | 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 | $75 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $15,710 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $2,903 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | 2010 REFUND FROM JIMMIE AND MARIE AUSTIN FOUNDATION | Description |
| Exclusion Code | 01 | ExclusionCode |
| Exclusion | $234 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $18,922 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 18922 | 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 | $1,638 | Amount |
| Net Investment Income | 1638 | 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 - TCO | NameOfBond |
| EOY Book Value | 316945 | EOYBookValue |
| EOYFMV | 317779 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (2 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| CORPORATE STOCKS - TCO | 453090 | 461121 |
| MUTUAL FUNDS - TCO | 144490 | 129787 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| BANK CHARGES | 14 | 14 | 0 |
| INVESTMENT EXPENSE - TRUST CO OF OKLAHOMA | 5038 | 5038 | 0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | 2010 REFUND FROM JIMMIE AND MARIE AUSTIN FOUNDATION | Description |
| Revenue And Expenses Per Books | 234 | RevenueAndExpensesPerBooks |
| Adjusted Net Income | 234 | AdjustedNetIncome |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PRIOR PERIOD ROUNDING | Description |
| Amount | $2 | Amount |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JIMMIE AND MARIE AUSTIN FOUNDATION | BusinessNameLine1 |
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 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FEDERAL EXCISE TAX | $65 | 65 | 0 |
| FOREIGN TAXES | $259 | 259 | 0 |
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