Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation
PAUL D AUSTIN FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)6301 WATERFORD BLVD SUITE 120
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
OKLAHOMA CITY, OK73118
A Employer identification number

73-1392558
B Telephone number (see instructions)

(405) 607-8300
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$1,190,431J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 106 106  
4 Dividends and interest from securities... 21,348 21,281  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 66,989
b Gross sales price for all assets on line 6a 464,139
7 Capital gain net income (from Part IV, line 2)... 66,989
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 88,443 88,376  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 1,500 1,500   0
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 1,013 231   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 4,875 4,875   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 7,388 6,606   0
25 Contributions, gifts, grants paid....... 49,675 49,675
26 Total expenses and disbursements. Add lines 24 and 25 57,063 6,606   49,675
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 31,380
b Net investment income (if negative, enter -0-) 81,770
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 11,697 24,533 24,533
2 Savings and temporary cash investments......... 152,507 130,442 130,374
3 Accounts receivable bullet345
Less: allowance for doubtful accounts bullet   179 345 345
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 486 800 800
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 661,471 Click to see attachment604,940 866,847
c Investments—corporate bonds (attach schedule)....... 72,033 Click to see attachment168,693 167,532
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 898,373 929,753 1,190,431
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........ 1,339,643 1,339,643
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds -441,270 -409,890
30 Total net assets or fund balances (see instructions)..... 898,373 929,753
31 Total liabilities and net assets/fund balances (see instructions). 898,373 929,753
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
898,373
2
Enter amount from Part I, line 27a .....................
2
31,380
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
929,753
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
929,753
Form 990-PF (2018)
Form 990-PF (2018)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a 49.933 SHS AMER BEACON SM CAP VALUE INST   2017-12-21 2018-07-06
b 0.9245 SHS BECTON DICKINSON & CO   2017-12-29 2018-01-08
c 18 SHS BECTON DICKINSON & CO   2017-12-29 2018-12-10
d 2.5 SHS GARRETT MOTION INC   2018-09-20 2018-11-06
e 52.796 SHS HARBOR INTL FUND CL I   2017-12-18 2018-07-06
4.167 SHS RESIDEO TECHNOLOGIES INC   2018-09-20 2018-11-09
4 SHS SPDR COMM SERVICES   2018-11-06 2018-12-26
10 SHS SPDR COMM SERVICES   2018-11-09 2018-12-26
36 SHS SPDR COMM SERVICES   2018-12-10 2018-12-26
75 SHS SPDR CONSUMER DISC ETF   2018-09-20 2018-12-10
75 SHS TYSON FOODS INC   2017-12-08 2018-09-20
40 SHS VANGUARD HEALTH CARE ETF   2018-08-15 2018-09-20
216.638 SHS VANGAURD TAX MNGD SM CAP   2018-07-06 2018-12-10
106.023 SHS VANGAURD TAX MNGD SM CAP   2018-09-21 2018-12-10
1.246 SHS VANGUARD TTL BD MKT IDX ADM   2017-12-22 2018-09-21
0.652 SHS VANGUARD TTL BD MKT IDX ADM   2018-03-29 2018-09-21
61.332 SHS VANGAURD 500 INDEX ADM   2018-09-21 2018-12-10
150 SHS XILINX   2017-10-24 2018-09-20
75 SHS XILINX   2017-12-08 2018-09-20
38.61 SHS AMER BEACON SM CAP VALUE INST   2013-12-20 2018-07-06
36.06 SHS AMER BEACON SM CAP VALUE INST   2014-12-22 2018-07-06
12.009 SHS AMER BEACON SM CAP VALUE INST   2016-12-22 2018-07-06
35 SHS APPLE INC   2011-11-18 2018-12-10
125 SHS APPLE INC   2011-01-18 2018-12-26
10 SHS BLACKROCK INC   2015-06-30 2018-12-26
5 SHS BLACKROCK INC   2017-07-25 2018-12-26
20000 SHS BMW BANK OF NA CD 1.9% 7/19/18   2014-12-24 2018-07-19
35 SHS CAPITAL ONE FINANCIAL   2013-07-24 2018-12-10
15 SHS CAPITAL ONE FINANCIAL   2013-07-24 2018-12-26
60 SHS CAPITAL ONE FINANCIAL   2013-07-31 2018-12-26
50 SHS CAPITAL ONE FINANCIAL   2013-12-20 2018-12-26
30 SHS CELGENE CORP   2013-11-08 2018-09-20
80 SHS CELGENE CORP   2013-12-20 2018-09-20
10 SHS CHEVRON CORPORATION   2013-07-24 2018-12-26
25 SHS CHEVRON CORPORATION   2013-11-08 2018-12-26
75 SHS CITIGROUP INC   2017-07-25 2018-12-10
10 SHS COSTCO WHOLESALE   2012-12-21 2018-12-10
50 SHS DISCOVER FINANCIAL SERVICES   2015-06-30 2018-09-20
0.5 SHS GARRETT MOTION INC   2013-12-20 2018-10-03
5 SHS GARRETT MOTION INC   2013-12-20 2018-11-06
4.5 SHS GARRETT MOTION INC   2014-12-19 2018-11-06
50 SHS GILEAD SCIENCES INC   2016-12-21 2018-09-20
15 SHS GILEAD SCIENCES INC   2017-07-25 2018-09-20
15.049 SHS HARBOR INTL FUND CL I   2012-12-17 2018-07-06
16.56 SHS HARBOR INTL FUND CL I   2013-12-17 2018-07-06
16.499 SHS HARBOR INTL FUND CL I   2014-12-18 2018-07-06
37.827 SHS HARBOR INTL FUND CL I   2015-12-17 2018-11-12
16.382 SHS HARBOR INTL FUND CL I   2016-12-19 2018-11-12
40 SHS HOME DEPOT   2017-10-24 2018-12-26
400 SHS KINDER MORGAN INC   2016-12-21 2018-03-21
17.472 SHS LAZARD EMERGING MKTS EQUITY   2012-12-24 2018-06-20
10.303 SHS LAZARD EMERGING MKTS EQUITY   2013-12-23 2018-06-20
4.274 SHS LAZARD EMERGING MKTS EQUITY   2014-08-11 2018-06-20
6.271 SHS LAZARD EMERGING MKTS EQUITY   2014-12-22 2018-06-20
2.293 SHS LAZARD EMERGING MKTS EQUITY   2015-08-24 2018-06-20
25 SHS MATERIALS SELECT SECTOR SPDRF   2012-12-21 2018-09-20
200 SHS NIELSEN HOLDINGS PLC   2016-12-21 2018-07-06
150 SHS NOBLE ENERGY INC   2012-07-06 2018-09-20
125 SHS NOBLE ENERGY INC   2014-12-10 2018-09-20
100 SHS NOVARTIS AG SPONS ADR   2013-12-20 2018-09-20
856.164 SHS PIMCO HY INSTL   2012-07-06 2018-09-20
0.833 SHS RESIDEO TECHNOLOGIES INC   2014-12-19 2018-11-01
8.333 SHS RESIDEO TECHNOLOGIES INC   2013-12-20 2018-11-09
7.5 SHS RESIDEO TECHNOLOGIES INC   2014-12-19 2018-11-09
60 SHS SCHLUMBERGER LTD   2012-07-06 2018-09-20
25 SHS SCHLUMBERGER LTD   2012-07-10 2018-09-20
25 SHS SCHLUMBERGER LTD   2013-11-08 2018-09-20
50 SHS SCHLUMBERGER LTD   2013-12-20 2018-09-20
20 SHS SCHLUMBERGER LTD   2014-12-10 2018-09-20
75 SHS SPDR ENERGY SECTOR ETF   2014-12-19 2018-12-26
100 SHS VANGAURD COMM SVC ETF   2015-09-02 2018-12-10
200 SHS VANGUARD FINANCIALS ETF   2013-12-20 2018-12-10
2690.583 SHS VANGUARD TTL BD MKT IDX ADM   2012-07-06 2018-09-21
13.598 SHS VANGUARD TTL BD MKT IDX ADM   2012-12-21 2018-09-21
4.424 SHS VANGUARD TTL BD MKT IDX ADM   2013-03-28 2018-09-21
2.046 SHS VANGUARD TTL BD MKT IDX ADM   2013-12-23 2018-09-21
0.254 SHS VANGUARD TTL BD MKT IDX ADM   2014-03-31 2018-09-21
6.983 SHS VANGUARD TTL BD MKT IDX ADM   2014-12-22 2018-09-21
0.817 SHS VANGUARD TTL BD MKT IDX ADM   2015-03-31 2018-09-21
1.785 SHS VANGUARD TTL BD MKT IDX ADM   2015-12-22 2018-09-21
1.207 SHS VANGUARD TTL BD MKT IDX ADM   2016-12-21 2018-09-21
100 SHS VISA INC CL A   2012-12-21 2018-12-26
202.347 SHS AMER BEACON SM CAP VALUE INSTL   2011-07-26 2018-12-10
25 SHS AMPHENOL CORP   2010-11-03 2018-12-10
50 SHS AMPHENOL CORP   2010-11-03 2018-12-26
0.68 SHS CIGNA CORP   2010-11-03 2018-12-27
100 SHS COGNIZANT TECH SOLUTIONS   2010-11-03 2018-12-26
50 SHS COGNIZANT TECH SOLUTIONS   2010-11-03 2018-12-26
80 SHS CVS HEALTH CORP   2010-11-03 2018-09-20
35 SHS DISNEY WALT CO   2010-11-03 2018-09-20
25 SHS DISNEY WALT CO   2010-11-03 2018-12-10
50 SHS DISNEY WALT CO   2010-11-03 2018-12-26
25 SHS EXPRESS SCRIPTS HLDG   2010-11-03 2018-12-10
25 SHS EXPRESS SCRIPTS HLDG   2010-11-03 2018-08-15
55 SHS EXPRESS SCRIPTS HLDG   2010-11-03 2018-08-15
20 SHS EXPRESS SCRIPTS HLDG   2010-11-03 2018-09-20
200 SHS EXPRESS SCRIPTS HLDG   2010-11-03 2018-12-20
15 SHS EXXON MOBIL CORP   2010-11-03 2018-09-20
50 SHS FORTIVE CORP   2010-11-03 2018-09-20
50 SHS FORTIVE CORP   2010-11-03 2018-09-20
150 SHS GENERAL ELECTRIC CORP   2010-11-03 2018-07-06
150 SHS GENERAL ELECTRIC CORP   2010-11-03 2018-07-06
9.506 SHS HARBOR INTL FUND CL I   2010-11-03 2018-07-06
4.964 SHS HARBOR INTL FUND CL I   2010-11-03 2018-07-06
1.621 SHS HARBOR INTL FUND CL I   2010-11-03 2018-07-06
12.593 SHS HARBOR INTL FUND CL I   2010-11-03 2018-07-06
8.434 SHS HARBOR INTL FUND CL I   2010-11-03 2018-07-06
11.813 SHS HARBOR INTL FUND CL I   2010-11-03 2018-07-06
38.712 SHS HARBOR INTL FUND CL I   2010-11-03 2018-09-20
42.801 SHS HARBOR INTL FUND CL I   2010-11-03 2018-09-20
104.101 SHS HARBOR INTL FUND CL I   2010-11-03 2018-09-20
157.364 SHS HARBOR INTL FUND CL I   2010-11-03 2018-11-12
10.388 SHS HARBOR INTL FUND CL I   2010-12-20 2018-11-12
18.575 SHS HARBOR INTL FUND CL I   2011-12-16 2018-11-12
4.397 SHS HARBOR INTL FUND CL I   2010-11-03 2018-11-12
5.207 SHS HARBOR INTL FUND CL I   2010-11-03 2018-11-12
47.583 SHS HARBOR INTL FUND CL I   2010-11-03 2018-11-12
7.368 SHS HARBOR INTL FUND CL I   2010-11-03 2018-11-12
79.757 SHS HARBOR INTL FUND CL I   2010-11-03 2018-11-12
128.562 SHS HARBOR INTL FUND CL I   2010-11-03 2018-11-12
7.389 SHS HARBOR INTL FUND CL I   2010-11-03 2018-11-12
32.71 SHS HARBOR INTL FUND CL I   2010-11-03 2018-11-12
487.964 SHS LAZARD EMERGING MKTS EQUITY   2010-11-03 2018-06-20
12.633 SHS LAZARD EMERGING MKTS EQUITY   2010-11-03 2018-06-20
1.793 SHS LAZARD EMERGING MKTS EQUITY   2010-11-03 2018-06-20
5.973 SHS LAZARD EMERGING MKTS EQUITY   2010-12-29 2018-06-20
14.669 SHS LAZARD EMERGING MKTS EQUITY   2011-12-28 2018-06-20
25 SHS UNITED TECHNOLOGIES   2010-11-03 2018-12-10
100 SHS VANGUARD INFO TECHNOLOGY E TF   2010-11-03 2018-12-26
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 1,462   1,385 77
b 204   198 6
c 4,224   3,858 366
d 37   44 -7
e 3,524   3,544 -20
90   124 -34
160   184 -24
400   457 -57
1,441   1,574 -133
7,771   8,845 -1,074
4,671   6,258 -1,587
7,166   6,817 349
12,870   15,000 -2,130
6,299   7,500 -1,201
13   13 0
7   7 0
15,000   15,000 0
11,852   10,760 1,092
5,926   5,180 746
1,131   1,029 102
1,056   896 160
352   334 18
5,782   1,708 4,074
18,864   6,099 12,765
3,698   3,480 218
1,849   2,157 -308
20,000   20,000 0
2,890   2,429 461
1,081   1,041 40
4,323   4,141 182
3,603   3,721 -118
2,646   2,231 415
7,057   6,694 363
1,038   1,268 -230
2,595   3,016 -421
4,341   5,127 -786
2,241   985 1,256
3,972   2,903 1,069
8   5 3
75   47 28
67   48 19
3,738   3,709 29
1,121   1,113 8
1,004   922 82
1,105   1,120 -15
1,101   1,086 15
2,189   2,231 -42
948   953 -5
6,584   6,640 -56
6,356   8,469 -2,113
313   334 -21
184   192 -8
76   87 -11
112   109 3
41   31 10
1,524   923 601
6,238   8,652 -2,414
4,527   6,397 -1,870
3,773   5,775 -2,002
8,588   7,847 741
7,500   7,954 -454
16   15 1
179   133 46
161   135 26
3,693   3,935 -242
1,539   1,644 -105
1,539   2,332 -793
3,078   4,365 -1,287
1,231   1,667 -436
4,154   5,956 -1,802
7,786   8,229 -443
12,471   8,862 3,609
27,848   30,000 -2,152
141   151 -10
46   49 -3
21   22 -1
3   3 0
72   76 -4
8   9 -1
18   19 -1
12   13 -1
12,669   3,762 8,907
5,000   4,211 789
2,089   639 1,450
3,831   1,278 2,553
127   127 0
6,094   3,277 2,817
3,047   1,639 1,408
6,346   2,442 3,904
3,905   1,264 2,641
2,793   903 1,890
5,171   1,806 3,365
2,396   1,277 1,119
2,162   1,277 885
4,757   2,810 1,947
1,905   1,022 883
18,831   10,218 8,613
1,271   1,018 253
4,360   1,073 3,287
4,360   1,073 3,287
2,045   2,391 -346
2,045   2,391 -346
634   571 63
331   298 33
108   97 11
840   757 83
563   507 56
788   710 78
2,503   2,327 176
2,767   2,573 194
6,730   6,258 472
9,105   9,459 -354
601   614 -13
1,075   941 134
254   264 -10
301   313 -12
2,753   2,860 -107
426   443 -17
4,615   4,794 -179
7,439   7,728 -289
428   444 -16
1,893   1,966 -73
8,730   10,520 -1,790
226   272 -46
32   39 -7
107   127 -20
262   244 18
2,996   1,881 1,115
15,908   5,979 9,929
3,696     3,696
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       77
b       6
c       366
d       -7
e       -20
      -34
      -24
      -57
      -133
      -1,074
      -1,587
      349
      -2,130
      -1,201
      0
      0
      0
      1,092
      746
      102
      160
      18
      4,074
      12,765
      218
      -308
      0
      461
      40
      182
      -118
      415
      363
      -230
      -421
      -786
      1,256
      1,069
      3
      28
      19
      29
      8
      82
      -15
      15
      -42
      -5
      -56
      -2,113
      -21
      -8
      -11
      3
      10
      601
      -2,414
      -1,870
      -2,002
      741
      -454
      1
      46
      26
      -242
      -105
      -793
      -1,287
      -436
      -1,802
      -443
      3,609
      -2,152
      -10
      -3
      -1
      0
      -4
      -1
      -1
      -1
      8,907
      789
      1,450
      2,553
      0
      2,817
      1,408
      3,904
      2,641
      1,890
      3,365
      1,119
      885
      1,947
      883
      8,613
      253
      3,287
      3,287
      -346
      -346
      63
      33
      11
      83
      56
      78
      176
      194
      472
      -354
      -13
      134
      -10
      -12
      -107
      -17
      -179
      -289
      -16
      -73
      -1,790
      -46
      -7
      -20
      18
      1,115
      9,929
      3,696
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 66,989
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2017 48,263 1,214,999 0.039723
2016 50,566 1,120,462 0.045130
2015 39,525 1,149,390 0.034388
2014 37,535 1,112,170 0.033749
2013 29,835 1,018,544 0.029292
2
Total of line 1, column (d) .....................
2
0.182282
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.036456
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
1,282,752
5
Multiply line 4 by line 3......................
5
46,764
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
818
7
Add lines 5 and 6........................
7
47,582
8
Enter qualifying distributions from Part XII, line 4,.............
8
49,675
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 818
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 818
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 818
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 800
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 18
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 818
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 0
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletOK
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. Click to see attachment...............................
    10
    Yes
     
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletSHERI NEAL Telephone no.bullet (405) 607-8300

    Located atbullet6301 WATERFORD BLVD SUITE 120OKLAHOMA CITYOK ZIP+4bullet73118
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2018 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2018.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    PAUL D AUSTIN TRUSTEE
    5.00     		0 0 0
    6301 WATERFORD BLVD SUITE 120
    OKLAHOMA CITY,OK73118
    OPAL JANE AUSTIN CO-TRUSTEE
    5.00     		0 0 0
    6301 WATERFORD BLVD SUITE 120
    OKLAHOMA CITY,OK73118
    JOHN L AUSTIN CO-TRUSTEE
    1.00     		0 0 0
    6301 WATERFORD BLVD SUITE 120
    OKLAHOMA CITY,OK73118
    MARK D AUSTIN CO-TRUSTEE
    1.00     		0 0 0
    6301 WATERFORD BLVD SUITE 120
    OKLAHOMA CITY,OK73118
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    1,172,654
    b
    Average of monthly cash balances.......................
    1b
    129,632
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,302,286
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    1,302,286
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    19,534
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,282,752
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    64,138
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    64,138
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    818
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    818
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    63,320
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    63,320
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    63,320
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    49,675
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    49,675
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    818
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    48,857
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 63,320
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 14,453
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014......  
    c From 2015......  
    d From 2016......  
    e From 2017......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 49,675
    a Applied to 2017, but not more than line 2a 14,453
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2018 distributable amount..... 35,222
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2018. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		28,098
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015....  
    c Excess from 2016....  
    d Excess from 2017....  
    e Excess from 2018....  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2018, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2018 (b) 2017 (c) 2016 (d) 2015
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    PAUL D AUSTIN
    OPAL JANE AUSTIN
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ALLIED ARTS
    1015 N BROADWAY AVE SUITE 200
    OKLAHOMA CITY,OK731025849     		N/A PC CHARITABLE 200
    ASSISTANCE LEAGUE OF NORMAN
    809 WALL STREET
    NORMAN,OK73069     		N/A PC CHARITABLE 250
    CATO INSTITUTE
    1000 MASSACHUSETTES AVE NW
    WASHINGTON,DC200015403     		N/A PC CHARITABLE - EDUCATIONAL 250
    CITY RESCUE MISSION
    800 WEST CALIFORNIA AVENUE
    OKLAHOMA CITY,OK731067807     		N/A PC CHARITABLE - INDIGENT PERSONS 1,000
    FELLOWSHIP OF CHRISTIAN ATHLETES-CENTRAL OK
    3809 S BOULEVARD
    EDMOND,OK730135479     		N/A PC CHARITABLE 6,500
    HOSPICE OF THE VALLEY
    1510 E FLOWER STREET
    PHOENIX,AZ85014     		N/A PC CHARITABLE - MEMORIAL 200
    MERCY HEALTH CENTER FOUNDATION
    13321 NORTH MERIDIAN SUITE 206
    OKLAHOMA CITY,OK73120     		N/A PC CHARITABLE 600
    OKLAHOMA CITY MUSEUM OF ART
    415 COUCH DRIVE
    OKLAHOMA CITY,OK73102     		N/A PC CHARITABLE 75
    OKLAHOMA MEDICAL RESEARCH FOUNDATION
    825 NE 13TH STREET
    OKLAHOMA CITY,OK73104     		N/A PC CHARITABLE - MEMORIAL 400
    OMICRON DELTA KAPPA FOUNDATION INC
    224 MCLAUGHLIN STREET
    LEXINGTON,VA244502002     		N/A PC CHARITABLE - EDUCATIONAL 100
    REGIONAL FOOD BANK OF OKLAHOMA
    3355 S PURDUE STREET
    OKLAHOMA CITY,OK73137     		N/A PC CHARITABLE 1,000
    THE UNITED WAY OF CENTRAL OKLAHOMA
    PO BOX 837
    OKLAHOMA CITY,OK73101     		N/A PC CHARITABLE 500
    TOUCHDOWN CLUB OF OKLAHOMA
    4334 NW EXPRESSWAY SUITE 285
    OKLAHOMA CITY,OK731161516     		N/A PC CHARITABLE 250
    UNIVERSITY OF OK FOUNDATION INC
    100 TIMBERDELL ROAD
    NORMAN,OK730190685     		N/A PC CHARITABLE - EDUCATIONAL 33,600
    WESTMINISTER PRESBYTERIAN CHURCH
    4400 NORTH SHARTEL AVENUE
    OKLAHOMA CITY,OK73118     		N/A NC CHARITABLE 2,000
    FUN AND GAMES DUPLICATE BRIDGE CLUB INC
    11928 NORTH MAY AVENUE
    OKLAHOMA CITY,OK73120     		N/A PC CHARITABLE 700
    LAST FRONTIER COUNCIL BSA
    3031 NW 64TH STREET
    OKLAHOMA CITY,OK73116     		N/A PC CHARITBALE - HONORARY 1,000
    MICHAEL J FOX FOUNDATION
    PO BOX 4777
    NEW YORK,NY10163     		N/A PC CHARITABLE - MEMORIAL 200
    OKLAHOMA CITY PHILHARMONIC
    424 COLCORD DRIVE SUITE B
    OKLAHOMA CITY,OK73102     		N/A PC CHARITABLE 100
    OKLAHOMA CITY UNIVERSITY
    2501 N BLACKWELDER AVENUE
    OKLAHOMA CITY,OK73106     		N/A PC CHARITABLE - MEMORIAL 500
    OKLAHOMA HEART HOSPITAL RESEARCH FOUNDATION
    4200 W MEMORIAL SUITE 510
    OKLAHOMA CITY,OK73120     		N/A PC CHARITABLE 250
    Total .................................bullet 3a 49,675
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 106  
    4 Dividends and interest from securities....     14 21,348  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 66,989  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 88,443 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    88,443
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    1 N/A
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2018 AccountingFeesSchedule
    Name:
    PAUL D AUSTIN FAMILY FOUNDATION
    EIN:
    73-1392558
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEES 1,500 1,500   0

    TY 2018 InvestmentsCorpBondsSchedule
    Name:
    PAUL D AUSTIN FAMILY FOUNDATION
    EIN:
    73-1392558
    Name of Bond End of Year Book Value End of Year Fair Market Value
    829.9 SHS PIMCO HIGH YIELD INSTITUTIONAL 7,657 6,871
    9,149.72 SHS VANGUARD ADM ST INV GRADE 96,036 95,523
    4,590.40 SHS THOMBURG LIMITED TERM MUNICIPAL I 65,000 65,138

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    PAUL D AUSTIN FAMILY FOUNDATION
    EIN:
    73-1392558
    Name of Stock End of Year Book Value End of Year Fair Market Value
    4.00 SHS BOOKING HOLDINGS INC 4,977 6,890
    125.00 SHS COSTCO WHOLESALE 12,315 25,464
    75.00 SHS MCCORMICK & CO NON VOTING 11,289 10,443
    300.00 SHS NIKE INC CL B 5,756 22,242
    250.00 SHS PEPSICO 16,450 27,620
    190.00 SHS VANGUARD CONSUMER DISCR ETF 13,468 28,599
    75.00 SHS CHEVRON CORPORATION 9,142 8,159
    100.00 SHS EXXON MOBILE 6,784 6,819
    125.00 SHS SPDR ENERGY SELECT SECTOR 9,145 7,169
    299.62 SHS AMERICAN BEACON SMALL CAP VALUE FUND 6,342 6,010
    328.96 SHS CARILLON EAGLE SMALL CAP GROWTH I 15,128 14,757
    338.31 SHS VANGUARD MID CAP INDEX-ADM 52,500 57,865
    275.99 SHS VANGUARD SMALL CAP INDEX-ADM 14,500 17,451
    280.03 SHS VANGUARD 500 INDEX ADMIRAL 75,000 64,810
    45.00 SHS CHUBB LTD 4,999 5,813
    48.00 SHS CIGNA CORP 8,955 9,116
    250.00 SHS INTERCONTINENTAL EXCHANGE 6,324 18,833
    675.00 SHS REAL ESTATE SELECT SECT SPDR 20,296 20,925
    900.00 SHS VANGUARD FINANCIALS ETF 31,161 53,424
    75.00 SHS BECTON DICKINSON 16,074 16,899
    250.00 SHS CVS HEALTH CORP 7,633 16,380
    250.00 SHS DANAHER CORP 8,237 25,780
    95.00 SHS MEDTRONIC PLC 7,014 8,641
    100.00 SHS THERMO FISHER SCIENTIFIC 23,988 22,379
    55.00 SHS BOEING 9,775 17,737
    125.00 SHS HONEYWELL INTL 13,111 16,515
    200.00 SHS UNITED TECHNOLOGIES 15,050 21,296
    190.00 SHS ACCENTURE PLC IRELAND SHS CLASS A 8,548 26,792
    225.00 SHS AMPHENOL CORP 5,751 18,229
    225.00 SHS APPLE INC 11,900 35,491
    150.00 SHS COGNIZANT TECHNOLOGY SOULUTIONS 4,916 9,522
    75.00 SHS FISERV 6,013 5,512
    150.00 SHS MICROSOFT CORP 9,535 15,235
    200.00 SHS VISA INC CL A 7,525 26,388
    32.00 SHS ALPHABET INC CL A 11,924 33,439
    20.00 SHS ALPHABET INC CL C 6,147 20,712
    125.00 SHS DISNEY WALT CO NEW 4,514 13,706
    275.00 SHS MATERIALS SELECT SECTOR SPDRF 10,156 13,893
    475.00 SHS SELECT SPDR ETF - UTILITIES 24,555 25,137
    573.93 SHS DODGE & COX INTERNATIONAL STOCK 20,350 21,184
    922.75 SHS HARBOR INTERNATIONAL FUND CL I 10,010 8,803
    2,563.86 SHS LAZARD EMERGING MKTS CL I 32,535 30,664
    51.80 SHS VANGUARD INTERNATIONAL GROWTH AD 5,148 4,104

    TY 2018 OtherExpensesSchedule
    Name:
    PAUL D AUSTIN FAMILY FOUNDATION
    EIN:
    73-1392558
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT EXPENSE - THE TRUST COMPANY OF OKLAHOMA 4,875 4,875   0


    TY 2018 SubstantialContributorsSch
    Name:
    PAUL D AUSTIN FAMILY FOUNDATION
    EIN:
    73-1392558
    Name Address
    PAUL D OPAL JANE AUSTIN 6301 WATERFORD BLVD SUITE 120
    OKLAHOMA CITY,OK73118
    JIMMIE & MARIE AUSTIN FOUNDATION
          		6301 WATERFORD BLVD SUITE 120
    OKLAHOMA CITY,OK73118


    TY 2018 TaxesSchedule
    Name:
    PAUL D AUSTIN FAMILY FOUNDATION
    EIN:
    73-1392558
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 231 231   0
    EXCISE TAXES 782 0   0