JIMMIE LYNN AND BILLYE AUSTIN FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- JIMMIE LYNN AND BILLYE AUSTIN FOUNDATION (EIN 20-3025112)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-14
- IRS object ID
- 202621349349101382
- Schema version
- 2025v4.1
- 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) |
|---|---|---|
| Return | 2026-05-14T09:45:39-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | 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 | 1225 N BROADWAY AVENUE SUITE 200 | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 73103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | 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 | 4055501444 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1837 | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 731011837 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JIMMIE L AUSTIN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4055501444 | PhoneNum |
| Signature | 2026-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ASHLEY M FOGLE | PreparerPersonNm |
| PTIN | P01258800 | PTIN |
| Phone | 4058482020 | PhoneNum |
| Preparation | 2026-05-04 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,235,753 | 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 | $100 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $100 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $26,569 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $26,569 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $102,505 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $233,461 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $102,505 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $129,174 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $129,174 | 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 | $5,929 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,929 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,448 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $388 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $8,155 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $8,155 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $15,532 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,472 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $91,150 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $91,150 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $106,682 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,472 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $91,150 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $22,492 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $114,702 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $10,970 | CashBOYAmt |
| Cash EOY | $113,772 | CashEOYAmt |
| Cash EOYFMV | $113,772 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $7,452 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $13,564 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $13,564 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $920 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $1,080 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,080 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $932,164 | CorporateStockBOYAmt |
| Corporate Stock EOY | $840,455 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,989,903 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $111,820 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $116,947 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $117,434 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,063,326 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,085,818 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,235,753 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| 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 | $31,358 | RetainedEarningBOYAmt |
| Retained Earning EOY | $53,850 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,063,326 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,085,818 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,063,326 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,085,818 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,063,326 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $22,492 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,085,818 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,085,818 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $227,650 | $130,956 | $96,694 | $96,694 |
| CAPITAL GAINS DIVIDENDS | P | $5,811 | $5,811 | $5,811 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $102,505 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,594 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,594 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,594 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,080 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,080 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $514 | 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 | GUY C AUSTIN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4055501444 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1837 | AddressLine1Txt |
| City | OKLAHOMA CITY | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 731011837 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
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 | ||||||||
| PO BOX 1837 | OKLAHOMA CITY | OK | 73101 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| BILLYE R AUSTIN | ||||||||
| PO BOX 1837 | OKLAHOMA CITY | OK | 73101 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| GUY C AUSTIN | ||||||||
| PO BOX 1837 | OKLAHOMA CITY | OK | 73101 | CO-TRUSTEE | 1.00 | $0 | $0 | $0 |
| CHRISTY L CLINE | ||||||||
| PO BOX 1837 | OKLAHOMA CITY | OK | 73101 | CO-TRUSTEE | 1.00 | $0 | $0 | $0 |
| 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 | $2,038,170 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $41,070 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,079,240 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,079,240 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $31,189 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,048,051 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $102,403 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $102,403 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,594 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,594 | TotalTaxAmt |
| Distributable Before Adj | $100,809 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $100,809 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $100,809 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $91,150 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $91,150 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $100,809 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $90,564 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $91,150 | QualifyingDistributionsAmt |
| Applied To Year1 | $90,564 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $586 | 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 | $100,223 | 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 (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BIG BROTHERS AND BIG SISTERS | |||||||
| 502 E MAIN STREET | NORMAN | OK | 73070 | N/A | PC | CHARITABLE | $2,000 |
| BLACKWELL COUNCIL FOR YOUTH INC | |||||||
| PO BOX 514 | BLACKWELL | OK | 74631 | N/A | PC | CHARITABLE | $2,000 |
| MARY ABBOTT CHILDREN'S HOUSE | |||||||
| 231 E SYMMES | NORMAN | OK | 73069 | N/A | PC | CHARITABLE | $2,000 |
| CALM WATERS CENTER FOR CHILDREN AND FAMILIES | |||||||
| 4334 NW EXPRESSWAY SUITE 101 | OKLAHOMA CITY | OK | 73116 | N/A | PC | CHARITABLE | $2,000 |
| BLACKWELL OKLAHOMA COMMUNITY FOUNDATION INC | |||||||
| PO BOX 514 | BLACKWELL | OK | 74631 | N/A | PC | CHARITABLE | $2,000 |
| CENTRAL OKLAHOMA HABITAT FOR HUMANITY | |||||||
| 5005 S I-35 SERVICE ROAD | OKLAHOMA CITY | OK | 73129 | N/A | PC | CHARITABLE | $2,000 |
| BETHEL FOUNDATION | |||||||
| 13003 N WESTERN | OKLAHOMA CITY | OK | 73114 | N/A | PC | CHARITABLE | $2,000 |
| INFANT CRISIS SERVICES INC | |||||||
| 4224 N LINCOLN BOULEVARD | OKLAHOMA CITY | OK | 731055211 | N/A | PC | CHARITABLE | $2,000 |
| INTEGRIS FOUNDATION | |||||||
| 3030 NW EXPRESSWAY SUITE 1600 | OKLAHOMA CITY | OK | 73112 | N/A | PC | CHARITABLE - HONORARY | $2,000 |
| JIM RILEY OUTREACH INC | |||||||
| 11576 CLAIRMONTE COURT | FRISCO | TX | 75035 | N/A | PC | CHARITABLE | $2,000 |
| BLACKWELL PUBLIC SCHOOL FOUNDATION INC | |||||||
| PO BOX 514 | BLACKWELL | OK | 74631 | N/A | PC | CHARITABLE | $2,000 |
| CENTER FOR CHILDREN AND FAMILIES | |||||||
| 1151 EAST MAIN STREET | NORMAN | OK | 73071 | N/A | PC | CHARITABLE | $2,000 |
| ALZHEIMER'S ASSOCIATIONOKLAHOMA CHAPTER | |||||||
| 2448 E 81ST STREET SUITE 3000 | TULSA | OK | 74137 | N/A | PC | CHARITABLE | $2,000 |
| MERCY HEALTH CENTER FOUNDATION | |||||||
| 13321 N MERIDIAN SUITE 206 | OKLAHOMA CITY | OK | 73120 | N/A | PC | CHARITABLE | $2,000 |
| NORMAN PUBLIC SCHOOL FOUNDATION | |||||||
| 131 S FLOOD AVENUE | NORMAN | OK | 73069 | N/A | PC | CHARITABLE - EDUCATION | $2,000 |
| NORMAN REGIONAL HEALTH FOUNDATION | |||||||
| PO BOX 1665 | NORMAN | OK | 73070 | N/A | PC | CHARITABLE | $2,000 |
| OKLAHOMA HEART HOSPITAL RESEARCH FOUNDATION | |||||||
| 4200 W MEMORIAL ROAD SUITE 510 | OKLAHOMA CITY | OK | 73120 | N/A | PC | CHARITABLE | $2,000 |
| OKLAHOMA MEDICAL RESEARCH FOUNDATION | |||||||
| 825 NE 13TH STREET | OKLAHOMA CITY | OK | 73104 | N/A | PC | CHARITABLE | $2,000 |
| PELLOW OUTREACH | |||||||
| 6904 BRIARCREEK DRIVE | OKLAHOMA CITY | OK | 73162 | N/A | PC | CHARITABLE | $2,000 |
| POSITIVE TOMORROWS INC | |||||||
| PO BOX 61190 | OKLAHOMA CITY | OK | 73146 | N/A | PC | CHARITABLE | $2,000 |
| SALVATION ARMY | |||||||
| 1001 N PENNSYLVANIA AVENUE | OKLAHOMA CITY | OK | 73107 | N/A | PC | CHARITABLE | $2,000 |
| SEMINOLE STATE COLLEGE EDUCATIONAL FOUNDATION INC | |||||||
| PO BOX 351 | SEMINOLE | OK | 74868 | N/A | PC | CHARITABLE - EDUCATION | $2,000 |
| TOBY KEITH FOUNDATION | |||||||
| 818 NE 8TH STREET | OKLAHOMA CITY | OK | 73104 | N/A | PC | CHARITABLE | $2,000 |
| WHEATHEART NUTRITION PROJECT INC | |||||||
| PO BOX 606 | BLACKWELL | OK | 74631 | N/A | PC | CHARITABLE | $2,000 |
| 401-KIDS INC FOUNDATION | |||||||
| 520 S BEAGLE CIRCLE | EDMOND | OK | 73003 | N/A | PC | CHARITABLE | $2,000 |
| MAKE-A-WISH FOUNDATION OF OKLAHOMA INC | |||||||
| 1900 NW EXPRESSWAY 700 | OKLAHOMA CITY | OK | 73118 | N/A | PC | CHARITABLE | $2,000 |
| WOUNDED WARRIOR PROJECT | |||||||
| 4899 BELFORT ROADSUITE 300 | JACKSONVILLE | FL | 32256 | N/A | PC | CHARITABLE | $2,000 |
| SPECIAL CARE INC | |||||||
| 12201 N WESTERN AVENUE | OKLAHOMA CITY | OK | 73114 | N/A | PC | CHARITABLE - HONORARY | $4,000 |
| REGIONAL FOOD BANK | |||||||
| 3355 S PURDUE | OKLAHOMA CITY | OK | 73137 | N/A | PC | CHARITABLE | $10,500 |
| UNIVERSITY OF OKLAHOMA FOUNDATION | |||||||
| 100 TIMBERDELL ROAD | NORMAN | OK | 73019 | N/A | PC | CHARITABLE - EDUCATION | $22,650 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $91,150 | 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 | $100 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $26,569 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $102,505 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $129,174 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $129,174 | 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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,929 | Amt |
| Net Investment Income | $5,929 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 10024.86 SHS VANGUARD SHORT-TERM INVE | $104,860 | $105,461 |
| 601.964 SHS PERFORMANCE TRUST TOTAL | $12,087 | $11,973 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (81 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 30 SHS ACCENTURE PLC | $1,350 | $8,049 |
| 40 SHS ADVANCED MICRO DEVICE INC | $5,970 | $8,566 |
| 315 SHS ALPHABET INC | $6,345 | $98,595 |
| 405 SHS AMAZON.COM INC | $54,561 | $93,482 |
| 20 SHS ANALOG DEVICES INC | $3,252 | $5,424 |
| 345 SHS APPLE INC | $4,207 | $93,792 |
| 175 SHS BANK OF AMERICA CORP | $4,901 | $9,625 |
| 5 SHS BERKSHIRE HATHAWAY | $2,651 | $2,513 |
| 12 SHS BLACKROCK INC | $4,657 | $12,844 |
| 30 SHS BOEING CO | $6,201 | $6,514 |
| 2 SHS BOOKING HOLDINGS INC | $4,354 | $10,711 |
| 217 SHS BROADCOM INC | $24,837 | $75,104 |
| 80 SHS CAPITAL ONE FC | $11,124 | $19,389 |
| 145 SHS CARRIER GLOBAL CORP | $7,386 | $7,662 |
| 5 SHS CATERPILLER INC | $2,087 | $2,864 |
| 35 SHS CHEVRON CORP | $3,755 | $5,334 |
| 100 SHS CHIPOTLE MEXICAN GRILL | $3,795 | $3,700 |
| 45 SHS CONOCOPHILLIPS | $4,203 | $4,212 |
| 30 SHS COSTCO WHOLESALE CO | $2,955 | $25,870 |
| 10 SHS CROWDSTRIKE HLDGS INC | $2,768 | $4,688 |
| 72 SHS DANAHER CORP | $2,096 | $16,482 |
| 85 SHS DISNEY WALT CO | $4,345 | $9,670 |
| 65 SHS DOLLAR TREE INC | $7,313 | $7,996 |
| 16 SHS ELI LILLY AND CO | $11,083 | $17,195 |
| 125 SHS FREEPORT-MCMORAN INC | $3,889 | $6,349 |
| 20 SHS GOLDMAN SACHS GROUP | $7,395 | $17,580 |
| 57 SHS HOME DEPOT INC | $10,833 | $19,614 |
| 78 SHS HONEYWELL INTL INC | $6,131 | $15,217 |
| 102 SHS INTERCONTINENTAL EXC | $2,580 | $16,520 |
| 25 SHS INTUITIVE SURGICAL INC | $9,960 | $14,159 |
| 30 SHS JOHNSON & JOHNSON | $4,877 | $6,209 |
| 85 SHS JPMORGAN CHASE & CO | $12,034 | $27,389 |
| 140 SHS KROGER CO | $6,176 | $8,747 |
| 15 SHS LOCKHEED MARTIN CORP | $6,156 | $7,255 |
| 125 SHS MCCORMICK & CO INC | $9,407 | $8,514 |
| 70 SHS MEDTRONIC PLC | $7,002 | $6,724 |
| 87 SHS META PLATFORMS INC | $17,520 | $57,428 |
| 45 SHS METLIFE INC | $3,026 | $3,552 |
| 100 SHS MICRON TECHNOLOGY | $9,032 | $28,541 |
| 165 SHS MICROSOFT CORP | $29,482 | $79,797 |
| 80 SHS MORGAN STANLEY | $7,141 | $14,202 |
| 150 SHS NETFLIX INC | $4,597 | $14,064 |
| 105 SHS NIKE INC | $3,108 | $6,690 |
| 680 SHS NVIDIA CORP | $14,851 | $126,820 |
| 54 SHS PALO ALTO NETWORKS INC | $7,754 | $9,947 |
| 55 SHS PEPSCICO INC | $3,619 | $7,894 |
| 75 SHS QUALCOMM INC | $11,537 | $12,829 |
| 5 SHS REGENERON PHARMS INC | $3,485 | $3,859 |
| 15 SHS ROCKWELL AUTOMATION | $4,634 | $5,836 |
| 45 SHS RTX CORP | $3,865 | $8,253 |
| 10 SHS SALESFORCE INC | $2,947 | $2,649 |
| 33 SHS SHERWIN WILLIAMS CO | $5,060 | $10,693 |
| 65 SHS STATE STREET CORP | $5,093 | $8,386 |
| 55 SHS TESLA INC | $12,473 | $24,735 |
| 26 SHS THERMO FISHER SCNTFC | $3,157 | $15,066 |
| 35 SHS UBER TECHNOLOGIES INC | $2,474 | $2,860 |
| 50 SHS UNION PACIFIC CORP | $7,710 | $11,566 |
| 32 SHS UNITED RENTALS INC | $11,482 | $25,898 |
| 12 SHS UNITEDHEALTH GRP INC | $4,735 | $3,961 |
| 45 SHS VERALTO CORP | $519 | $4,490 |
| 78 SHS VISA INC | $2,935 | $27,355 |
| 775 SHS COMMUNICAT SVS SLCT SEC | $40,086 | $91,233 |
| 230 SHS DIMENSIONAL INTERN CORE | $7,394 | $8,765 |
| 470 SHS ENERGY SELECT SECTOR | $12,238 | $21,014 |
| 60 SHS ISHARES US AEROSPACE | $6,421 | $12,881 |
| 85 SHS JPMORGAN CORE PLUS BOND | $4,041 | $4,025 |
| 215 SHS MFS ACTIVE INTERNATIONAL | $5,757 | $6,547 |
| 420 SHS SELECT SECTOR UTI SELECT | $12,124 | $17,930 |
| 105 SHS VANGUARD CONSUMER | $6,854 | $41,361 |
| 175 SHS VANGUARD ENERGY ETF | $12,629 | $22,036 |
| 515 SHS VANGUARD FINANCIALS ETF | $36,301 | $68,747 |
| 95 SHS VANGUARD HEALTH CARE | $20,300 | $27,346 |
| 170 SHS VANGUARD INFORMATION | $16,731 | $128,142 |
| 4138.083 SHS DODGE & COX INTERNATIONAL | $44,704 | $68,113 |
| 159.626 SHS T. ROWE PRICE MID-CAP GR | $13,234 | $15,578 |
| 482.503 SHS VANGUARD INTERNATIONAL GR | $43,280 | $55,001 |
| 111.641 SHS VANGUARD MID CAP INDEX A | $28,950 | $40,119 |
| 208.846 SHS VANGUARD SMALL CAP INDEX | $10,857 | $25,809 |
| 185.888 SHS VANGUARD TAX-MANAGED CAP | $24,946 | $65,373 |
| 292.815 SHS VANGUARD TAX-MANAGED SMALL | $23,000 | $28,787 |
| 695.222 SHS WILLIAM BLAIR SMALL-MID | $15,736 | $19,167 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT EXPENSE - CHARLES SCHWAB & CO., INC. | $8,136 | $8,136 | $0 |
| MISCELLANEOUS EXPENSES | $19 | $19 | $0 |
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 | |||
| PO BOX 1837 | OKLAHOMA CITY | OK | 73101 |
| JIMMIE L BILLYE AUSTIN | |||
| PO BOX 1837 | OKLAHOMA CITY | OK | 73101 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES | $1,060 | $0 | $0 |
| FOREIGN TAXES | $388 | $388 | $0 |
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