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
JIMMIE LYNN AND BILLYE AUSTIN 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

20-3025112
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$1,250,567
J 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 34 34  
4 Dividends and interest from securities... 23,897 23,897  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 32,129
b Gross sales price for all assets on line 6a 417,073
7 Capital gain net income (from Part IV, line 2)... 32,129
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........ 56,060 56,060  
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)....... 1,500 1,500   0
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 1,677 301   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 5,412 5,412   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 8,589 7,213   0
25 Contributions, gifts, grants paid....... 63,275 63,275
26 Total expenses and disbursements. Add lines 24 and 25 71,864 7,213   63,275
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -15,804
b Net investment income (if negative, enter -0-) 48,847
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............. 5,864 5,684 5,684
2 Savings and temporary cash investments......... 46,499 61,261 61,087
3 Accounts receivable bullet776
Less: allowance for doubtful accounts bullet   153 776 776
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.......... 337 1,400 1,400
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 793,256 Click to see attachment659,981 1,021,530
c Investments—corporate bonds (attach schedule)....... 58,818 Click to see attachment160,021 160,090
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) 904,927 889,123 1,250,567
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........ 1,031,968 1,031,968
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds -127,041 -142,845
30 Total net assets or fund balances (see instructions)..... 904,927 889,123
31 Total liabilities and net assets/fund balances (see instructions). 904,927 889,123
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
904,927
2
Enter amount from Part I, line 27a .....................
2
-15,804
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
889,123
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
889,123
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 INSTL   2017-12-21 2018-07-06
b 10 SHS AON PLC   2017-12-08 2018-09-20
c 0.847 SHS BECTON DICKINSON & CO   2017-12-29 2018-01-08
d 52.796 SHS HARBOR INTL FUND CL I   2017-12-18 2018-07-06
e 50 SHS NIELSEN HOLDINGS PLC   2017-07-25 2018-07-06
75 SHS SPDR CONSUMER DISCR ETF   2018-09-20 2018-12-10
45 SHS VANGUARD HEALTH CARE ETF   2018-08-15 2018-09-20
1.155 SHS VANGUARD TOTAL BD MKT IDX ADM   2017-12-22 2018-12-10
0.605 SHS VANGUARD TOTAL BD MKT IDX ADM   2018-03-29 2018-12-10
288.85 SHS VANGUARD TAX MNGD SM CAP   2018-07-06 2018-12-10
70.681 SHS VANGUARD TAX MNGD SM CAP   2018-09-21 2018-12-10
61.332 SHS VANGUARD 500 INDEX ADM   2018-09-21 2018-12-10
125 SHS XILINX   2017-10-24 2018-09-20
30 SHS XILINX   2017-11-27 2018-09-20
38.61 SHS AMER BEACON SM CAP VALUE INSTL   2013-12-20 2018-07-06
58.669 SHS AMER BEACON SM CAP VALUE INSTL   2014-12-22 2018-07-06
12.009 SHS AMER BEACON SM CAP VALUE INSTL   2016-12-22 2018-07-06
11.544 SHS AMER BEACON SM CAP VALUE INSTL   2015-12-22 2018-07-06
35 SHS APPLE INC   2011-01-18 2018-12-10
5 SHS BLACKROCK INC   2014-10-15 2018-09-20
50 SHS CAPITAL ONE FINANCIAL   2013-07-24 2018-09-20
55 SHS CAPITAL ONE FINANCIAL   2013-07-31 2018-09-20
20 SHS CELGENE CORP   2013-11-08 2018-09-20
80 SHS CELGENE CORP   2013-12-20 2018-09-20
15 SHS CELGENE CORP   2016-12-21 2018-09-20
15 SHS CELGENE CORP   2017-07-25 2018-09-20
5 SHS CHUBB LTD   2016-01-15 2018-09-20
25 SHS CITIGROUP INC   2016-12-21 2018-09-20
50 SHS CITIGROUP INC   2016-12-21 2018-12-10
35 SHS COSTCO WHOLESALE   2012-12-21 2018-12-10
8.075 SHS DODGE & COX INTL STOCK   2016-12-20 2018-09-20
65 SHS EXELON   2014-08-20 2018-09-20
40 SHS EXELON   2014-10-02 2018-09-20
20 SHS EXELON   2014-10-15 2018-09-20
5 SHS GARRETT MOTION INC   2013-12-20 2018-11-06
2.5 SHS GARRETT MOTION INC   2014-08-20 2018-11-06
1.5 SHS GARRETT MOTION INC   2014-10-02 2018-11-06
3.5 SHS GARRETT MOTION INC   2014-10-15 2018-11-06
2.5 SHS GARRETT MOTION INC   2014-12-19 2018-11-06
15.049 SHS HARBOR INTL FUND CL I   2012-12-17 2018-07-06
16.560 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
15 SHS INTERCONTINENTAL EXCHANGE   2012-12-21 2018-09-20
500 SHS KINDER MORGAN INC   2016-12-21 2018-03-21
17.472 SHS LAZARD EMERGING MARKETS EQUITY INSTL   2012-12-24 2018-06-20
10.303 SHS LAZARD EMERGING MARKETS EQUITY INSTL   2013-12-23 2018-06-20
4.274 SHS LAZARD EMERGING MARKETS EQUITY INSTL   2014-08-11 2018-06-20
6.271 SHS LAZARD EMERGING MARKETS EQUITY INSTL   2014-12-22 2018-06-20
2.293 SHS LAZARD EMERGING MARKETS EQUITY INSTL   2015-08-24 2018-06-20
25 SHS MATERIALS SELECT SECTOR SPDRF   2012-12-21 2018-09-20
150 SHS NIELSEN HOLDINGS PLC   2016-12-21 2018-07-06
125 SHS NOBLE ENERGY INC   2012-07-06 2018-09-20
40 SHS NOBLE ENERGY INC   2014-10-02 2018-09-20
60 SHS NOBLE ENERGY INC   2014-10-15 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
35 SHS NOVARTIS AG SPONS ADR   2015-06-30 2018-09-20
25 SHS NOVARTIS AG SPONS ADR   2016-12-21 2018-09-20
20 SHS NOVARTIS AG SPONS ADR   2017-07-25 2018-09-20
1609.442 SHS PIMCO HY INSTL   2012-07-06 2018-09-20
0.005 SHS PIMCO HY INSTL   2013-12-11 2018-09-20
33.207 SHS PIMCO HY INSTL   2014-12-10 2018-09-20
43.409 SHS PIMCO HY INSTL   2015-12-16 2018-09-20
40 SHS PPL   2014-10-02 2018-07-06
45 SHS PPL   2014-10-15 2018-07-06
60 SHS PPL   2016-06-24 2018-07-06
8.333 SHS RESIDEO TECHNOLOGIES INC   2013-12-20 2018-11-09
4.167 SHS RESIDEO TECHNOLOGIES INC   2014-08-20 2018-11-09
2.5 SHS RESIDEO TECHNOLOGIES INC   2014-10-02 2018-11-09
5.833 SHS RESIDEO TECHNOLOGIES INC   2014-10-15 2018-11-09
4.167 SHS RESIDEO TECHNOLOGIES INC   2014-12-19 2018-11-09
10 SHS SCHLULMBERGER LTD   2012-07-06 2018-09-20
25 SHS SCHLULMBERGER LTD   2012-07-10 2018-09-20
40 SHS SCHLULMBERGER LTD   2013-11-08 2018-09-20
50 SHS SCHLULMBERGER LTD   2013-12-20 2018-09-20
25 SHS SCHLULMBERGER LTD   2014-10-02 2018-09-20
35 SHS SCHLULMBERGER LTD   2014-10-15 2018-09-20
15 SHS SCHLULMBERGER LTD   2014-12-10 2018-09-20
60 SHS SOUTHERN COMPANY   2014-08-20 2018-09-20
30 SHS SOUTHERN COMPANY   2014-10-02 2018-09-20
10 SHS SOUTHERN COMPANY   2014-10-15 2018-09-20
75 SHS UNILEVER PLC   2014-08-20 2018-09-20
27.462 SHS VANGAURD MID CAP INDEX ADM   2015-07-01 2018-12-10
15 SHS VANGUARD COMM SVC ETF   2014-08-20 2018-12-10
35 SHS VANGUARD COMM SVC ETF   2014-10-02 2018-12-10
50 SHS VANGUARD COMM SVC ETF   2014-10-15 2018-12-10
25 SHS VANGUARD COMM SVC ETF   2015-09-02 2018-12-10
25 SHS VANGUARD COMMUNICATION SVCS ETF   2014-08-18 2018-09-20
25 SHS VANGUARD COMMUNICATION SVCS ETF   2014-08-20 2018-09-20
200 SHS VANGUARD FINANCIALS ETF   2016-12-21 2018-12-10
2493.401 SHS VANGUARD TOTAL BD MKT IDX ADM   2012-07-06 2018-12-10
13.598 SHS VANGUARD TOTAL BD MKT IDX ADM   2012-12-21 2018-12-10
4.424 SHS VANGUARD TOTAL BD MKT IDX ADM   2013-03-28 2018-12-10
2.046 SHS VANGUARD TOTAL BD MKT IDX ADM   2013-12-23 2018-12-10
0.254 SHS VANGUARD TOTAL BD MKT IDX ADM   2014-03-31 2018-12-10
6.983 SHS VANGUARD TOTAL BD MKT IDX ADM   2014-12-22 2018-12-10
0.817 SHS VANGUARD TOTAL BD MKT IDX ADM   2015-03-31 2018-12-10
1.785 SHS VANGUARD TOTAL BD MKT IDX ADM   2012-06-22 2018-12-10
1.119 SHS VANGUARD TOTAL BD MKT IDX ADM   2016-12-21 2018-12-10
25 SHS WALMART INC   2012-07-06 2018-09-20
101.174 SHS AMER BEACON SM CAP VALUE   2011-07-26 2018-12-10
30 SHS AMPHENOL CORP   2010-11-03 2018-12-10
0.765 SHS CIGNA CORP   2010-11-03 2018-12-27
50 SHS COGNIZANT TECHNOLOGY SOLUTIONS   2010-11-03 2018-09-20
25 SHS COGNIZANT TECH SOLUTIONS   2010-11-03 2018-12-10
50 SHS CVS HEALTH CORP   2010-11-03 2018-09-20
2.478 SHS DODGE & COX INTL STOCK   2010-11-03 2018-09-20
1.751 SHS DODGE & COX INTL STOCK   2010-11-03 2018-09-20
5.913 SHS DODGE & COX INTL STOCK   2010-11-03 2018-09-20
22.032 SHS DODGE & COX INTL STOCK   2010-11-03 2018-09-20
1.406 SHS DODGE & COX INTL STOCK   2010-11-03 2018-09-20
49.564 SHS DODGE & COX INTL STOCK   2010-11-03 2018-09-20
50 SHS EXPRESS SCRIPTS HLDG   2010-11-03 2018-08-15
40 SHS EXPRESS SCRIPTS HLDG   2010-11-03 2018-08-15
10 SHS EXPRESS SCRIPTS HLDG   2010-11-03 2018-09-20
25 SHS EXPRESS SCRIPTS HLDG   2010-11-03 2018-12-10
225 SHS EXPRESS SCRIPTS HLDG   2010-11-03 2018-12-20
125 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
250 SHS GENERAL ELECTRIC CORP   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
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
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 MARKETS EQUITY INSTL   2010-11-03 2018-06-20
5.973 SHS LAZARD EMERGING MARKETS EQUITY INSTL   2010-12-29 2018-06-20
14.669 SHS LAZARD EMERGING MARKETS EQUITY INSTL   2011-12-28 2018-06-20
12.633 SHS LAZARD EMERGING MARKETS EQUITY INSTL   2010-11-03 2018-06-20
1.793 SHS LAZARD EMERGING MARKETS EQUITY INSTL   2010-11-03 2018-06-20
75 SHS PEPSICO   2010-11-03 2018-09-20
25 SHS UNITED TECHNOLOGIES   2010-11-03 2018-12-10
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 1,552   1,385 167
c 187   182 5
d 3,524   3,544 -20
e 1,560   1,960 -400
7,780   8,845 -1,065
8,062   7,669 393
12   12 0
6   6 0
17,161   20,000 -2,839
4,199   5,000 -801
15,000   16,663 -1,663
9,877   8,967 910
2,370   2,179 191
1,131   1,029 102
1,718   1,459 259
352   334 18
338   260 78
5,801   1,707 4,094
2,436   1,527 909
4,965   3,468 1,497
5,461   3,796 1,665
1,764   1,487 277
7,057   6,686 371
1,323   1,739 -416
1,323   2,051 -728
701   555 146
1,871   1,522 349
2,897   3,044 -147
7,828   3,448 4,380
354   308 46
2,821   2,081 740
1,736   1,385 351
868   685 183
75   47 28
37   25 12
22   14 8
52   31 21
37   27 10
1,004   922 82
1,105   1,120 -15
1,101   1,086 15
2,189   2,231 -42
948   953 -5
1,166   379 787
7,945   10,587 -2,642
313   334 -21
184   192 -8
76   87 -11
112   109 3
41   32 9
1,524   923 601
4,679   6,489 -1,810
3,773   5,359 -1,586
1,207   2,595 -1,388
1,811   3,233 -1,422
3,773   5,775 -2,002
8,588   7,847 741
3,006   3,456 -450
2,147   1,790 357
1,718   1,685 33
14,099   14,951 -852
      0
291   303 -12
380   357 23
1,180   1,233 -53
1,328   1,380 -52
1,770   2,224 -454
179   133 46
90   71 19
54   40 14
126   88 38
90   75 15
616   659 -43
1,539   1,645 -106
2,462   3,731 -1,269
3,078   4,363 -1,285
1,539   2,440 -901
2,154   3,072 -918
923   1,251 -328
2,596   2,623 -27
1,298   1,327 -29
433   468 -35
4,189   3,275 914
5,000   4,352 648
1,168   1,300 -132
2,724   2,996 -272
3,892   4,166 -274
1,946   2,057 -111
2,169   2,158 11
2,169   2,166 3
12,511   12,040 471
25,857   27,801 -1,944
141   151 -10
46   49 -3
21   22 -1
3   3 0
72   76 -4
8   9 -1
19   20 -1
12   12 0
2,390   1,780 610
2,500   2,105 395
2,508   767 1,741
143   143 0
3,855   1,639 2,216
1,696   819 877
3,967   1,527 2,440
109   88 21
77   62 15
259   209 50
966   780 186
62   50 12
2,173   1,756 417
4,324   2,555 1,769
3,459   2,044 1,415
953   511 442
2,399   1,277 1,122
21,185   11,495 9,690
10,589   8,480 2,109
4,360   1,073 3,287
4,360   1,073 3,287
3,408   3,985 -577
2,503   2,327 176
2,767   2,573 194
6,730   6,258 472
634   571 63
331   298 33
108   97 11
840   757 83
563   507 56
788   710 78
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   10,521 -1,791
107   127 -20
262   244 18
226   272 -46
32   39 -7
8,652   4,935 3,717
3,005   1,881 1,124
3,861     3,861
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       167
c       5
d       -20
e       -400
      -1,065
      393
      0
      0
      -2,839
      -801
      -1,663
      910
      191
      102
      259
      18
      78
      4,094
      909
      1,497
      1,665
      277
      371
      -416
      -728
      146
      349
      -147
      4,380
      46
      740
      351
      183
      28
      12
      8
      21
      10
      82
      -15
      15
      -42
      -5
      787
      -2,642
      -21
      -8
      -11
      3
      9
      601
      -1,810
      -1,586
      -1,388
      -1,422
      -2,002
      741
      -450
      357
      33
      -852
      0
      -12
      23
      -53
      -52
      -454
      46
      19
      14
      38
      15
      -43
      -106
      -1,269
      -1,285
      -901
      -918
      -328
      -27
      -29
      -35
      914
      648
      -132
      -272
      -274
      -111
      11
      3
      471
      -1,944
      -10
      -3
      -1
      0
      -4
      -1
      -1
      0
      610
      395
      1,741
      0
      2,216
      877
      2,440
      21
      15
      50
      186
      12
      417
      1,769
      1,415
      442
      1,122
      9,690
      2,109
      3,287
      3,287
      -577
      176
      194
      472
      63
      33
      11
      83
      56
      78
      -354
      -13
      134
      -10
      -12
      -107
      -17
      -179
      -289
      -16
      -73
      -1,791
      -20
      18
      -46
      -7
      3,717
      1,124
      3,861
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 32,129
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 58,495 1,281,151 0.045658
2016 59,817 1,174,774 0.050918
2015 58,688 1,212,033 0.048421
2014 55,092 1,195,173 0.046095
2013 51,459 1,105,707 0.046539
2
Total of line 1, column (d) .....................
2
0.237631
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
0.047526
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
1,364,629
5
Multiply line 4 by line 3......................
5
64,855
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
488
7
Add lines 5 and 6........................
7
65,343
8
Enter qualifying distributions from Part XII, line 4,.............
8
63,275
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 1 977
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........................... 3 977
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- ..... 5 977
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 1,400
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,400
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  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 423
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet423 RefundedBullet 11 0
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
    JIMMIE LYNN AUSTIN TRUSTEE
    5.00
    0 0 0
    6301 WATERFORD BLVD SUITE 120
    OKLAHOMA CITY,OK73118
    BILLYE R AUSTIN TRUSTEE
    5.00
    0 0 0
    6301 WATERFORD BLVD SUITE 120
    OKLAHOMA CITY,OK73118
    GUY C AUSTIN CO-TRUSTEE
    1.00
    0 0 0
    6301 WATERFORD BLVD SUITE 120
    OKLAHOMA CITY,OK73118
    CHRISTY L CLINE 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
    1,338,713
    b
    Average of monthly cash balances.......................
    1b
    46,697
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,385,410
    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
    1,385,410
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    20,781
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,364,629
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    68,231
    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
    68,231
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    977
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    977
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    67,254
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    67,254
    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
    67,254
    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
    63,275
    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
    63,275
    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
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    63,275
    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 67,254
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 62,682
    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$ 63,275
    a Applied to 2017, but not more than line 2a 62,682
    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..... 593
    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 ..........
    66,661
    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).)
    JIMMIE LYNN AUSTIN
    BILLYE R 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
    ALZHEIMER'S ASSOCIATIONOKLAHOMA CHAPTER
    6601 N BROADWAY EXT STE 120
    OKLAHOMA CITY,OK73116
    N/A PC CHARITABLE 100
    AMERICAN CANCER SOCIETY
    PO BOX 14020
    OKLAHOMA CITY,OK731130020
    N/A PC CHARITABLE 1,000
    BETHEL FOUNDATION
    13003 N WESTERN
    OKLAHOMA CITY,OK73114
    N/A PC CHARITABLE 1,000
    BIG BROTHERS AND BIG SISTERS
    502 E MAIN STREET
    NORMAN,OK73070
    N/A PC CHARITABLE 1,000
    CENTER FOR CHILDREN AND FAMILIES
    1151 EAST MAIN STREET
    NORMAN,OK73071
    N/A PC CHARITABLE 1,000
    CHILDREN'S CENTER REHABILITATION HOSPITAL
    6800 NW 39TH EXPRESSWAY
    BETHANY,OK73008
    N/A PC CHARITABLE - MEMORIAL 100
    CITY RESCUE MISSION INC
    PO BOX 960021
    OKLAHOMA CITY,OK73196
    N/A PC CHARITABLE 1,000
    DEAN MCGEE EYE INSTITUTE FOUNDATION
    608 STANTON L YOUNG BOULEVARD
    OKLAHOMA CITY,OK73104
    N/A PC CHARITABLE 5,000
    HBC CHAMPIONS FOUNDATION
    180 WEST BROOKS
    NORMAN,OK73019
    N/A PC CHARITABLE 1,000
    INFANT CRISIS SERVICES INC
    4224 LINCOLN BLVD
    OKLAHOMA CITY,OK731055211
    N/A PC CHARITABLE 1,000
    JIM RILEY OUTREACH INC
    2201 CARDINAL DRIVE
    EDMOND,OK73013
    N/A PC CHARITABLE 1,000
    KAY YOW CANCER FUND
    5121 KINGDOM WAY SUITE 305
    RALEIGH,NC27607
    N/A PC CHARITABLE 1,000
    MAPLE GROVE CEMETERY CHAPEL ASSOCIATION
    PO BOX 1062
    SEMINOLE,OK74818
    N/A PC CHARITABLE 250
    MARY ABBOT CHILDREN'S HOUSE
    231 E SYMMES
    NORMAN,OK73069
    N/A PC CHARITABLE 1,000
    MERCY HEALTH CENTER FOUNDATION
    13321 NORTH MERIDIAN SUITE 206
    OKLAHOMA CITY,OK73120
    N/A PC CHARITABLE 1,600
    NORMAN PUBLIC SCHOOL FOUNDATION
    131 SOUTH FLOOD AVENUE
    NORMAN,OK73069
    N/A PC CHARITABLE 1,000
    NORMAN YOUTH FOUNDATION INC
    3101 W TECUMSEH ROAD
    NORMAN,OK73072
    N/A PC CHARITABLE 1,000
    OKLAHOMA HEART HOSPITAL RESEARCH FOUNDATION
    4200 W MEMORIAL ROAD SUITE 510
    OKLAHOMA CITY,OK73120
    N/A PC CHARITABLE 1,200
    OKLAHOMA MEDICAL RESERACH FOUNDATION
    825 NE 13TH STREET
    OKLAHOMA CITY,OK73104
    N/A PC CHARITABLE 1,350
    REGIONAL FOOD BANK
    3355 S PURDUE
    OKLAHOMA CITY,OK73137
    N/A PC CHARITABLE 1,000
    SALVATION ARMY
    1001 NORTH PENNSYLVANIA
    OKLAHOMA CITY,OK73107
    N/A PC CHARITABLE 1,000
    SEMINOLE STATE COLLEGE EDUCATION FOUNDATION INC
    PO BOX 351
    SEMINOLE,OK74868
    N/A PC CHARITABLE - EDUCATION 2,500
    SHELTER FROM THE STORM
    73-550 ALLESANDRO DR STE 103
    PALM DESERT,CA92260
    N/A PC CHARITABLE 1,000
    SOONERS FOR CHRISTALAMEDA CHURCH OF CHRIST
    1001 ELM AVENUE
    NORMAN,OK73072
    N/A PC CHARITABLE 500
    SUITED FOR SUCCESS
    4149 HIGHLINE BLVD STE 370
    OKLAHOMA CITY,OK73108
    N/A PC CHARITABLE 1,000
    TEEN RECOVERY SOLUTIONS
    720 W WILSHIRE BLVD SUITE 101-A
    OKLAHOMA CITY,OK73116
    N/A PC CHARITABLE 1,000
    THE TOUCHDOWN CLUB OF OKLAHOMA
    4334 NW EXPRESSWAY SUITE 285
    OKLAHOMA CITY,OK73116
    N/A PC CHARITABLE 250
    UNIVERSITY OF OKLAHOMA FOUNDATION
    100 TIMBERDELL ROAD
    NORMAN,OK73019
    N/A PC CHARITABLE - EDUCATION 26,725
    WARRIORS FOR FREEDOM FOUNDATION
    730 WEST WILSHIRE BLVD SUITE 114
    OKLAHOMA CITY,OK73116
    N/A PC CHARITABLE - MEMORIAL 100
    WOUNDED WARRIOR PROJECT
    4899 BELFORT ROAD SUITE 300
    JACKSONVILLE,FL32256
    N/A PC CHARITABLE 1,000
    401-KIDS
    520 S BEAGLE CIRCLE
    EDMOND,OK73003
    N/A PC CHARITABLE 1,000
    LAST FRONTIER COUNCIL BSA
    3031 NW 64TH STREET
    OKLAHOMA CITY,OK73116
    N/A PC CHARITABLE-HONORARY 1,000
    LINDSEY EDUCATION FOUNDATION
    800 WEST CREEK STREET
    LINDSEY,OK73052
    N/A PC CHARITABLE - MEMORIAL 100
    MAKE-A-WISH FOUNDATION OF OKLAHOMA
    1900 NW EXPRESSWAY SUITE 700
    OKLAHOMA CITY,OK73118
    N/A PC CHARITABLE 1,000
    OXFORD HOUSE INC
    1010 WAYNE SUITE 300
    SILVER SPRINGS,MD20910
    N/A PC CHARITABLE 500
    PEPPERS RANCH
    PO BOX 3814
    EDMOND,OK73083
    N/A PC CHARITABLE 1,000
    POSITIVE TOMORROWS INC
    PO BOX 61190
    OKLAHOMA CITY,OK73146
    N/A PC CHARITABLE 1,000
    Total .................................bullet 3a 63,275
    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 34  
    4 Dividends and interest from securities....     14 23,897  
    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 32,129  
    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 56,060 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    56,060
    (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:
    JIMMIE LYNN AND BILLYE AUSTIN FOUNDATION
    EIN:
    20-3025112
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEES 1,500 1,500   0

    TY 2018 InvestmentsCorpBondsSchedule
    Name:
    JIMMIE LYNN AND BILLYE AUSTIN FOUNDATION
    EIN:
    20-3025112
    Name of Bond End of Year Book Value End of Year Fair Market Value
    6,083.65 SHS THORMBURG LIMITED TERM INCOME FUND 80,000 80,365
    7,636.48 SHS VANGUARD ADM ST INV GRADE 80,021 79,725

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    JIMMIE LYNN AND BILLYE AUSTIN FOUNDATION
    EIN:
    20-3025112
    Name of Stock End of Year Book Value End of Year Fair Market Value
    8.00 SHS BOOKING HOLDINGS INC 10,049 13,779
    100.00 SHS COSTCO WHOLESALE 9,852 20,371
    50.00 SHS HOME DEPOT 8,300 8,591
    75.00 SHS MCCORMICK & COMPANY NON VOTING 11,288 10,443
    275.00 SHS NIKE INC CL B 5,272 20,388
    150.00 SHS PEPSICO 9,870 16,572
    100.00 SHS UNILEVER PLC 4,087 5,225
    200.00 SHS VANGUARD CONSUMER DISCRE ETF 14,484 30,104
    125.00 SHS WALMART 9,341 11,644
    150.00 SHS CHEVRON CORPORATION 18,251 16,318
    50.00 SHS EXXON MOBILE 4,483 3,410
    250.00 SHS SPDR ENERGY SELECT SECTOR 19,140 14,338
    375.04 SHS AMERICAN BEACON SMALL CAP VALUE FUND 7,792 7,523
    328.96 SHS EAGLE SMALL CAP GROWTH I 15,128 14,757
    300.00 SHS SPDR S&P 500 ETF TRUST 38,887 74,976
    265.89 SHS VANGUARD MID CAP INDEX - ADM 40,448 45,478
    326.08 SHS VANGUARD SMALL-CAP INDEX-ADM 17,000 20,618
    122.71 SHS VANGUARD 500 INDEX ADMIRAL 33,337 28,400
    40.00 SHS AON PLC 5,541 5,814
    15.00 SHS BLACKROCK INC 4,580 5,892
    75.00 SHS CAPITAL ONE FINANCIAL 5,457 5,669
    40.00 SHS CHUBB LTD 4,443 5,167
    54.00 SHS CIGNA CORP 10,074 10,256
    225.00 SHS INTERCONTINENTAL EXCHANGE 5,692 16,949
    300.00 SHS REAL ESTATE SELECT SECT SPDR 10,137 9,300
    1,200.00 SHS VANGUARD FINANCIALS ETF 44,513 71,232
    75.00 SHS BECTON DICKINSON 17,028 16,899
    250.00 SHS CVS HEALTH CORP 7,632 16,380
    265.00 SHS DANAHER CORP 8,732 27,327
    170.00 SHS MEDTRONIC PLC 12,973 15,918
    125.00 SHS THERMO FISHER SCIENTIFIC 18,080 27,974
    55.00 SHS BOEING 9,496 17,737
    150.00 SHS HONEYWELL INTL 13,094 19,818
    200.00 SHS UNITED TECHNOLOGIES 15,050 21,296
    220.00 SHS ACCENTURE PLC IRELAND SHS CLASS A 9,898 31,022
    200.00 SHS AMPHENOL CORP 5,112 16,204
    350.00 SHS APPLE, INC 17,996 55,209
    175.00 SHS COGNIZANT TECHNOLOGY SOLUTIONS 5,736 11,109
    75.00 SHS FISERV 6,013 5,512
    125.00 SHS MICROSOFT CORP 9,202 12,696
    150.00 SHS VANGUARD INFO TECHNOLOGY ETF 11,315 25,025
    300.00 SHS VISA INC CL A 11,287 39,582
    30.00 SHS ALPHABET INC CL A 10,892 31,349
    22.00 SHS ALPHAVET INC CL C 6,762 22,783
    240.00 SHS DISNEY WALT CO NEW 8,666 26,316
    300.00 SHS MATERIALS SELECT SECTOR SPDRF 11,079 15,156
    25.00 SHS SPDR COMMUNICATION SRVCS SEL SECTOR 1,129 1,032
    200.00 SHS SELECT SPDR ETF-UTILITIES 10,573 10,584
    482.71 DODGE & COX INTERNATIONAL STOCK 17,097 17,817
    922.75 SHS FIDELITY EMERGING MARKETS INDEX FD I 10,010 8,803
    2,563.86 SHS VANGUARD DEVELOPED MARKETS INDEX ADM 32,535 30,664
    51.80 SHS VANGUARD INTERNATIONAL GROWTH ADM 5,148 4,104

    TY 2018 OtherExpensesSchedule
    Name:
    JIMMIE LYNN AND BILLYE AUSTIN FOUNDATION
    EIN:
    20-3025112
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT EXPENSE - THE TRUST COMPANY OF OKLAHOMA 5,410 5,410   0
    AGENCY PROCESSING FEES 2 2   0


    TY 2018 SubstantialContributorsSch
    Name:
    JIMMIE LYNN AND BILLYE AUSTIN FOUNDATION
    EIN:
    20-3025112
    Name Address
    JIMMIE AND MARIE AUSTIN FOUNDATION
     
    6301 WATERFORD BLVD SUITE 120
    OKLAHOMA CITY,OK73118
    JIMMIE L BILLYE AUSTIN 6301 WATERFORD BLVD SUITE 120
    OKLAHOMA CITY,OK73118


    TY 2018 TaxesSchedule
    Name:
    JIMMIE LYNN AND BILLYE AUSTIN FOUNDATION
    EIN:
    20-3025112
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAXES 1,376 0   0
    FOREIGN TAXES 301 301   0