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
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
PAUL D AUSTIN FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 18666
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
OKLAHOMA CITY, OK731540666
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$1,693,666J 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 26 26  
4 Dividends and interest from securities... 25,416 25,416  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 126,219
b Gross sales price for all assets on line 6a 1,071,452
7 Capital gain net income (from Part IV, line 2)... 126,219
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........ 151,661 151,661  
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 1,800 1,800   0
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 2,224 107   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 5,486 5,486   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 9,510 7,393   0
25 Contributions, gifts, grants paid....... 60,054 60,054
26 Total expenses and disbursements. Add lines 24 and 25 69,564 7,393   60,054
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 82,097
b Net investment income (if negative, enter -0-) 144,268
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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............. 28,846 3,621 3,621
2 Savings and temporary cash investments......... 19,245 98,017 98,017
3 Accounts receivable bullet528
Less: allowance for doubtful accounts bullet   532 528 528
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.......... 840 2,120 2,120
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 717,547 Click to see attachment662,946 1,197,241
c Investments—corporate bonds (attach schedule)....... 235,099 Click to see attachment386,974 392,139
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) 1,002,109 1,154,206 1,693,666
Liabilities 17 Accounts payable and accrued expenses..........   70,000
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 70,000
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 1,339,643 1,339,643
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds -337,534 -255,437
29 Total net assets or fund balances (see instructions)..... 1,002,109 1,084,206
30 Total liabilities and net assets/fund balances (see instructions). 1,002,109 1,154,206
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
1,002,109
2
Enter amount from Part I, line 27a .....................
2
82,097
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
1,084,206
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 29 .
6
1,084,206
Form 990-PF (2020)
Form 990-PF (2020)
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 35 SHS 3M P 2020-04-14 2020-07-31
b 15 SHS 3M P 2020-04-14 2020-09-17
c 1 SHS AMAZON.COM INC P 2020-07-31 2020-12-18
d 100 SHS CHEVRON CORPORATION P 2019-07-10 2020-04-14
e 50 SHS CHEVRON CORPORATION P 2020-06-25 2020-07-31
120.144 SHS COHEN & STEERS REALTY SH I P 2019-07-10 2020-02-13
63.523 SHS COHEN & STEERS REALTY SH I P 2020-06-25 2020-07-31
61.227 SHS COHEN & STEERS REALTY SH I P 2020-06-25 2020-09-17
136.376 SHS COHEN & STEERS REALTY SH I P 2019-07-10 2020-03-30
88.574 SHS COHEN & STEERS REALTY SH I P 2019-07-19 2020-03-30
91.724 SHS COHEN & STEERS REALTY SH I P 2019-09-23 2020-03-30
100 SHS COMCAST CORP CL A P 2020-02-13 2020-05-13
75 SHS CONAGRA BRANDS INC P 2020-07-31 2020-12-18
243.546 SHS DELAWARE EMERGING MARKETS R-6 P 2020-02-13 2020-04-14
793.651 SHS DELAWARE EMERGING MARKETS R-6 P 2020-03-30 2020-04-14
459.559 SHS FIDELITY EMERGING MKTS INDEX FD I P 2020-02-13 2020-03-30
265 SHS FIDELITY MSCI INDL INDEX ETF P 2020-01-16 2020-04-14
50 SHS FISERV P 2019-07-10 2020-05-13
150 SHS KINDER MORGAN INC P 2019-07-10 2020-06-25
25 SHS KINDER MORGAN INC P 2020-04-14 2020-06-25
908.265 SHS METWEST TOTAL RETURN BOND P P 2020-07-31 2020-12-18
908.265 SHS METWEST TOTAL RETURN BOND P P 2020-07-31 2020-12-18
384.427 SHS METWEST TOTAL RETURN BOND P P 2020-02-13 2020-12-18
125 SHS NOVARTIS AG SPONS ADR P 2020-04-14 2020-07-31
311.665 SHS PIMCO INVESTMENT GRADE CREDIT BOND I P 2020-02-13 2020-07-31
455.789 SHS PIMCO TOTAL RETURN I P 2020-02-13 2020-07-31
54 SHS RAYTHEON TECHNOLOGIES CORP P 2020-04-08 2020-05-13
30 SHS RAYTHEON TECHNOLOGIES CORP P 2020-04-08 2020-05-13
66 SHS RAYTHEON TECHNOLOGIES CORP P 2020-04-14 2020-05-13
75 SHS SPDR CONSUMER DISCRETIONARY ETF P 2019-07-19 2020-05-13
25 SHS SPDR CONSUMER DISCRETIONARY ETF P 2019-09-23 2020-05-13
75 SHS SPDR ENERGY SECTOR ETF P 2020-02-13 2020-04-14
150 SHS SPDR REAL ESTATE SECTOR ETF P 2019-09-23 2020-05-13
50 SHS SPDR UTILITIES SECTOR ETF P 2019-08-25 2020-07-31
100 SHS SPDR UTILITIES SECTOR ETF P 2019-09-23 2020-05-13
2205.882 SHS THORNBURG LTD TERM INCOME FD P 2019-07-22 2020-02-13
8133.852 SHS THORNBURG LTD TERM INCOME FD P 2019-07-22 2020-03-30
734.754 SHS THORNBURG LTD TERM INCOME FD P 2019-09-23 2020-03-30
1068.376 SHS THORNBURG LTD TERM INCOME I P 2020-08-03 2020-12-18
126.372 SHS VANGUARD 500 INDEX ADM P 2019-07-11 2020-03-30
36.379 SHS VANGUARD 500 INDEX ADM P 2019-07-19 2020-03-30
75 SHS VANGUARD HEALTH CARE ETF P 2020-07-31 2020-12-18
52.329 SHS VANGUARD INTL GROWTH ADM P 2020-07-31 2020-09-17
43.062 SHS VANGUARD MID CAP INDEX ADM P 2019-07-09 2020-06-25
6363.636 SHS VANGUARD SHORT-TERM INVEST GRADE ADM P 2020-03-30 2020-07-31
132.767 SHS VANGUARD SMALL CAP INDEX ADM P 2019-07-11 2020-03-30
654.206 SHS VANGUARD ST INV GRADE P 2019-07-19 2020-06-25
3378.565 SHS VANGUARD ST INV GRADE P 2020-03-30 2020-06-25
244.723 SHS VANGUARD TAX MNGD CAP APPREC ADM P 2020-03-30 2020-12-18
127.986 SHS VANGUARD TAX MNGD SM CAP ADM P 2020-03-30 2020-05-13
173.01 SHS VANGUARD TAX MNGD SMALL CAP ADM P 2020-03-30 2020-07-31
75 SHS WILLIAMS COMPANIES P 2020-04-14 2020-07-31
125 SHS WILLIAMS COMPANIES P 2020-04-14 2020-08-03
25 SHS AON PLC P 2019-02-08 2020-09-17
30 SHS AON PLC P 2019-07-10 2020-09-17
20 SHS AON PLC P 2019-07-19 2020-09-17
25 SHS APPLE INC P 2011-10-19 2020-09-17
25 SHS BECTON DICKINSON & CO P 2017-12-29 2020-06-25
30 SHS BECTON DICKINSON & CO P 2017-12-29 2020-07-31
20 SHS BECTON DICKINSON & CO P 2017-12-29 2020-09-17
25 SHS BOEING P 2016-12-21 2020-01-16
10 SHS BOEING P 2017-07-25 2020-01-16
25 SHS CHEVRON CORPORATION P 2013-11-08 2020-02-13
50 SHS CHEVRON CORPORATION P 2013-12-20 2020-02-13
15 SHS COSTCO WHOLESALE P 2012-12-21 2020-02-13
10 SHS COSTCO WHOLESALE P 2012-12-21 2020-07-31
25 SHS MEDTRONIC PLC P 2015-01-27 2020-05-13
50 SHS MEDTRONIC PLC P 2015-01-27 2020-07-31
25 SHS MICROSOFT CORP P 2016-12-21 2020-09-17
25 SHS NIKE INC CL B P 2011-03-24 2020-02-13
50 SHS NIKE INC CL B P 2011-03-24 2020-05-13
25 SHS NIKE INC CL B P 2011-03-24 2020-06-25
25 SHS NIKE INC CL B P 2011-03-24 2020-07-31
25 SHS NIKE INC CL B P 2011-03-24 2020-09-17
126.904 SHS PIMCO HY INSTL P 2012-07-06 2020-03-30
75 SHS SPDR MATERIALS SECTOR ETF P 2012-12-21 2020-02-13
75 SHS SPDR MATERIALS SECTOR ETF P 2012-12-21 2020-05-13
175 SHS SPDR REAL ESTATE SECTOR ETF P 2018-12-26 2020-02-13
75 SHS SPDR REAL ESTATE SECTOR ETF P 2018-12-26 2020-04-14
150 SHS SPDR REAL ESTATE SECTOR ETF P 2018-12-26 2020-05-13
25 SHS SPDR UTILITIES SECTOR ETF P 2018-12-26 2020-07-31
75 SHS SPDR UTILITIES SECTOR ETF P 2018-12-26 2020-12-18
10 SHS THERMO FISHER SCIENTIFIC P 2018-09-20 2020-07-31
214.729 SHS VANGUARD 500 INDEX ADM P 2018-09-21 2020-03-30
3.968 SHS VANGUARD 500 INDEX ADM P 2018-12-27 2020-03-30
61.332 SHS VANGUARD 500 INDEX ADM P 2018-10-08 2020-03-30
177.208 SHS VANGUARD 500 INDEX ADM P 2019-02-12 2020-03-30
1741.01 SHS VANGUARD DEV MKTS INDEX ADM P 2018-11-12 2020-03-30
291.971 SHS VANGUARD EM MK STK INDX ADM P 2019-02-12 2020-03-30
75 SHS VANGUARD FINANCIALS ETF P 2012-12-21 2020-05-13
150 SHS VANGUARD FINANCIALS ETF P 2013-07-31 2020-05-13
25 SHS VANGUARD FINANCIALS ETF P 2013-11-08 2020-05-13
21.745 SHS VANGUARD MID CAP INDEX ADM P 2015-07-01 2020-06-25
129.57 SHS VANGUARD MID-CAP INDEX ADM P 2015-07-01 2020-07-31
230.991 SHS VANGUARD SMALL CAP INDEX ADM P 2014-05-24 2020-03-30
44.996 SHS VANGUARD SMALL CAP INDEX ADM P 2014-12-22 2020-03-30
538.365 SHS VANGUARD ST INV GRADE P 2015-07-01 2020-06-25
0.462 SHS VANGUARD ST INV GRADE P 2015-12-24 2020-06-25
2.439 SHS VANGUARD ST INV GRADE P 2016-12-23 2020-06-25
0.527 SHS VANGUARD ST INV GRADE P 2017-03-31 2020-06-25
75 SHS VISA INC CL A P 2012-12-21 2020-09-17
35 SHS ACCENTURE PLC IRELAND SHS CL A P 2010-11-03 2020-02-13
90 SHS ACCENTURE PLC IRELAND SHS CL A P 2010-11-03 2020-07-31
5 SHS ALPHABET INC CL A P 2010-11-03 2020-02-13
50 SHS AMPHENOL CORP P 2010-11-03 2020-02-13
25 SHS AMPHENOL CORP P 2010-11-03 2020-04-14
25 SHS AMPHENOL CORP P 2010-11-03 2020-07-31
50 SHS AMPHENOL CORP P 2010-11-03 2020-09-17
50 SHS CARRIER GLOBAL CORP P 2010-11-03 2020-04-08
50 SHS CARRIER GLOBAL CORP P 2010-11-03 2020-04-08
50 SHS CARRIER GLOBAL CORP P 2010-11-03 2020-04-08
25 SHS DANAHER CORP P 2010-11-03 2020-02-13
25 SHS DANAHER CORP P 2010-11-03 2020-07-31
25 SHS DISNEY WALT CO P 2010-11-03 2020-09-17
25 SHS DISNEY WALT CO NEW P 2010-11-03 2020-05-13
58.005 SHS DODGE & COX INTL STOCK P 2010-11-03 2020-02-13
136.825 SHS DODGE & COX INTL STOCK P 2010-11-03 2020-04-14
2.973 SHS DODGE & COX INTL STOCK P 2010-11-03 2020-04-14
35.672 SHS DODGE & COX INTL STOCK P 2010-11-03 2020-04-14
7.674 SHS DODGE & COX INTL STOCK P 2010-11-03 2020-04-14
6.856 SHS DODGE & COX INTL STOCK P 2010-12-22 2020-04-14
25 SHS OTIS WORLDWIDE CORP P 2010-11-03 2020-04-08
25 SHS OTIS WORLDWIDE CORP P 2010-11-03 2020-04-08
25 SHS OTIS WORLDWIDE CORP P 2010-11-03 2020-04-08
25 SHS PEPSICO P 2010-11-03 2020-02-13
75 SHS PEPSICO P 2010-11-03 2020-07-31
60 SHS PEPSICO P 2010-11-03 2020-07-31
40 SHS PEPSICO P 2010-11-03 2020-09-17
50 SHS RAYTHEON TECHNOLOGIES CORP P 2010-11-03 2020-09-17
50 SHS RAYTHEON TECHNOLOGIES CORP P 2010-11-03 2020-07-31
50 SHS RAYTHEON TECHNOLOGIES CORP P 2010-11-03 2020-07-31
125 SHS VANGUARD FINANCIALS ETF P 2010-11-03 2020-05-13
100 SHS VANGUARD FINANCIALS ETF P 2010-11-03 2020-07-31
75 SHS VANGUARD FINANCIALS ETF P 2010-11-03 2020-07-31
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 5,236   5,257 -21
b 2,591   2,253 338
c 3,210   3,204 6
d 8,554   12,527 -3,973
e 4,106   4,387 -281
6,000   5,620 380
2,600   2,545 55
2,541   2,453 88
5,050   6,380 -1,330
3,280   4,000 -720
3,397   4,500 -1,103
3,438   4,616 -1,178
2,704   2,808 -104
3,992   5,000 -1,008
13,008   12,000 1,008
3,819   5,000 -1,181
8,553   11,506 -2,953
4,933   4,683 250
2,201   3,066 -865
367   381 -14
9,491   9,491 0
9,491   9,491 0
4,017   4,013 4
10,379   10,821 -442
3,500   3,475 25
5,000   4,799 201
2,902   3,283 -381
1,612   1,825 -213
3,546   4,270 -724
8,423   9,235 -812
2,808   3,003 -195
2,527   4,108 -1,581
4,679   5,873 -1,194
3,018   3,479 -461
5,448   5,920 -472
30,000   29,868 132
108,262   110,132 -1,870
9,780   10,000 -220
15,000   15,000 0
30,635   35,000 -4,365
8,819   10,000 -1,181
16,617   15,158 1,459
7,000   6,571 429
8,638   9,000 -362
70,000   66,564 3,436
7,424   10,000 -2,576
7,150   7,000 150
36,928   35,340 1,588
48,000   32,842 15,158
6,000   5,872 128
10,000   7,938 2,062
1,413   1,264 149
2,386   2,107 279
5,030   4,164 866
6,036   5,920 116
4,024   3,915 109
2,745   360 2,385
5,684   5,358 326
8,283   6,430 1,853
4,536   4,286 250
8,272   3,936 4,336
3,309   2,133 1,176
2,791   3,016 -225
5,582   6,126 -544
4,765   1,478 3,287
3,250   985 2,265
2,336   1,846 490
4,743   3,692 1,051
5,044   1,589 3,455
2,580   480 2,100
4,289   959 3,330
2,501   480 2,021
2,418   480 1,938
2,908   480 2,428
1,000   1,178 -178
4,546   2,770 1,776
3,720   2,770 950
7,243   5,262 1,981
2,626   2,255 371
4,679   4,510 169
1,509   1,288 221
4,698   3,863 835
4,116   2,427 1,689
52,055   58,337 -6,282
962   911 51
14,868   15,751 -883
42,959   45,000 -2,041
18,751   22,093 -3,342
8,111   10,000 -1,889
3,761   2,573 1,188
7,521   6,306 1,215
1,254   1,064 190
4,362   3,446 916
28,000   20,536 7,464
12,917   12,000 917
2,516   2,500 16
5,884   5,734 150
5   5 0
27   26 1
6   6 0
15,296   2,822 12,474
7,444   1,575 5,869
20,035   4,049 15,986
7,575   1,537 6,038
5,209   1,278 3,931
2,067   639 1,428
2,616   639 1,977
5,430   1,278 4,152
697   647 50
697   647 50
697   647 50
4,072   824 3,248
5,063   824 4,239
3,235   903 2,332
2,568   903 1,665
2,500   2,054 446
4,315   4,846 -531
94   105 -11
1,125   1,263 -138
242   272 -30
216   243 -27
1,082   967 115
1,082   967 115
1,082   967 115
3,642   1,645 1,997
10,228   4,935 5,293
8,182   3,948 4,234
5,273   2,632 2,641
3,133   2,148 985
2,826   2,148 678
2,826   2,148 678
6,268   3,784 2,484
5,835   3,027 2,808
4,376   2,270 2,106
4,729     4,729
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       -21
b       338
c       6
d       -3,973
e       -281
      380
      55
      88
      -1,330
      -720
      -1,103
      -1,178
      -104
      -1,008
      1,008
      -1,181
      -2,953
      250
      -865
      -14
      0
      0
      4
      -442
      25
      201
      -381
      -213
      -724
      -812
      -195
      -1,581
      -1,194
      -461
      -472
      132
      -1,870
      -220
      0
      -4,365
      -1,181
      1,459
      429
      -362
      3,436
      -2,576
      150
      1,588
      15,158
      128
      2,062
      149
      279
      866
      116
      109
      2,385
      326
      1,853
      250
      4,336
      1,176
      -225
      -544
      3,287
      2,265
      490
      1,051
      3,455
      2,100
      3,330
      2,021
      1,938
      2,428
      -178
      1,776
      950
      1,981
      371
      169
      221
      835
      1,689
      -6,282
      51
      -883
      -2,041
      -3,342
      -1,889
      1,188
      1,215
      190
      916
      7,464
      917
      16
      150
      0
      1
      0
      12,474
      5,869
      15,986
      6,038
      3,931
      1,428
      1,977
      4,152
      50
      50
      50
      3,248
      4,239
      2,332
      1,665
      446
      -531
      -11
      -138
      -30
      -27
      115
      115
      115
      1,997
      5,293
      4,234
      2,641
      985
      678
      678
      2,484
      2,808
      2,106
      4,729
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 2 126,219
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
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
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 for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 2,005
c All other domestic foundations enter 1.39% 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 2,005
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 2,005
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 2,120
b Exempt foreign organizations—tax withheld at source...... 6b 0
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 2,120
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 10 115
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet115 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 the instructions
for the 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 2020 or the taxable year beginning in 2020? 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 (2020)
    Form 990-PF (2020)
    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 atbullet7001 N CLASSEN BOULEVARDOKLAHOMA CITYOK ZIP+4bullet73116
    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 2020, 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
     
    No
    ........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 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    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 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    7001 N CLASSEN BOULEVARD
    OKLAHOMA CITY,OK73116
    OPAL JANE AUSTIN CO-TRUSTEE
    5.00     		0 0 0
    7001 N CLASSEN BOULEVARD
    OKLAHOMA CITY,OK73116
    JOHN L AUSTIN CO-TRUSTEE
    1.00     		0 0 0
    7001 N CLASSEN BOULEVARD
    OKLAHOMA CITY,OK73116
    MARK D AUSTIN CO-TRUSTEE
    1.00     		0 0 0
    7001 N CLASSEN BOULEVARD
    OKLAHOMA CITY,OK73116
    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 (2020)
    Form 990-PF (2020)
    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 (2020)
    Form 990-PF (2020)
    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
    1,364,792
    b
    Average of monthly cash balances.......................
    1b
    66,801
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,431,593
    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
    1,431,593
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    21,474
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,410,119
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    70,506
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    70,506
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    2,005
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,005
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    68,501
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    68,501
    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
    68,501
    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
    60,054
    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
    60,054
    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
    60,054
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 68,501
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 58,376
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 60,054
    a Applied to 2019, but not more than line 2a 58,376
    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 2020 distributable amount..... 1,678
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		66,823
    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 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, 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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    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 (2020)
    Form 990-PF (2020)
    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
    CITY RESCUE MISSION
    800 W CALIFORNIA
    OKLAHOMA CITY,OK731067807     		N/A PC CHARITABLE - INDIGENT PERSONS 3,000
    FELLOWSHIP OF CHRISTIAN ATHLETES-CENTRAL OK
    3809 S BOULEVARD
    EDMOND,OK730135479     		N/A PC CHARITABLE 10,000
    HERITAGE FOUNDATION
    214 MASSACHUSETTS AVENUE NE
    WASHINGTON,DC20002     		N/A PC CHARITABLE 200
    MERCY HEALTH CENTER FOUNDATION
    13321 N MERIDIAN SUITE 206
    OKLAHOMA CITY,OK73120     		N/A PC CHARITABLE 2,500
    NORMAN REGIONAL HEALTH FOUNDATION
    PO BOX 1665
    NORMAN,OK73070     		N/A PC CHARITABLE 5,000
    OKLAHOMA CITY MUSEUM OF ART
    415 COUCH DRIVE
    OKLAHOMA CITY,OK73102     		N/A PC CHARITABLE 100
    OKLAHOMA CITY PHILHARMONIC
    424 COLCORD DRIVE SUITE B
    OKLAHOMA CITY,OK73102     		N/A PC CHARITABLE 250
    OKLAHOMA COUNCIL OF PUBLIC AFFAIRS INC
    1401 N LINCOLN BLVD
    OKLAHOMA CITY,OK73104     		N/A PC CHARITABLE 750
    OKLAHOMA HEART HOSPITAL RESEARCH FOUNDATION
    4200 W MEMORIAL SUITE 510
    OKLAHOMA CITY,OK73120     		N/A PC CHARITABLE 1,204
    OKLAHOMA MEDICAL RESEARCH FOUNDATION
    825 NE 13TH STREET
    OKLAHOMA CITY,OK73104     		N/A PC CHARITABLE 1,500
    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 8,000
    THE UNITED WAY OF CENTRAL OKLAHOMA
    PO BOX 837
    OKLAHOMA CITY,OK73101     		N/A PC CHARITABLE 1,500
    UNIVERSITY OF OK FOUNDATION INC
    100 TIMBERDELL ROAD
    NORMAN,OK730190685     		N/A PC CHARITABLE - EDUCATIONAL 16,350
    WESTMINISTER PRESBYTERIAN CHURCH
    4400 NORTH SHARTEL AVENUE
    OKLAHOMA CITY,OK73118     		N/A PC CHARITABLE 2,400
    ASSISTANCE LEAGUE OF NORMAN
    809 WALL STREET
    NORMAN,OK73069     		N/A PC CHARITABLE 2,500
    BRIDGES OF NORMAN INC
    1670 N STUBBEMAN
    NORMAN,OK73069     		N/A PC CHARITABLE - EDUCATIONAL 1,500
    DEAN MCGEE EYE INSTITUTE FOUNDATION
    608 STANTON L YOUNG BLVD SUITE 346
    OKLAHOMA CITY,OK73104     		N/A PC CHARITABLE 1,500
    LYRIC THEATRE
    1727 NW 16TH STREET
    OKLAHOMA CITY,OK731067807     		N/A PC CHARITABLE 500
    OKLAHOMA CITY BEAUTIFUL
    3535 N CLASSEN BLVD
    OKLAHOMA CITY,OK73118     		N/A PC CHARITABLE 500
    OKLAHOMA PROJECT WOMEN
    7146 S BRADEN AVENUE SUITE 300
    TULSA,OK74136     		N/A PC CHARITABLE 500
    Total .................................bullet 3a 60,054
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 26  
    4 Dividends and interest from securities....     14 25,416  
    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 ............     		    18 126,219  
    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).. 0 151,661 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    151,661
    (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 (2020)
    Form 990-PF (2020)
    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 instructions.
    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 (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 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 1,800 1,800   0

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    PAUL D AUSTIN FAMILY FOUNDATION
    EIN:
    73-1392558
    Name of Bond End of Year Book Value End of Year Fair Market Value
    3,814.43 SHS METWEST TOTAL RETURN BOND P 41,003 40,015
    129.55 SHS PIMCO HIGH YIELD INSTITUTIONAL 1,150 1,176
    1,384.04 SHS PIMCO INVESTMENT GRADE CREDIT BOND I 15,525 15,629
    965.88 SHS PIMCO TOTAL RETURN I 10,200 10,235
    12,657.25 SHS THOMBURG LIMITED-TERM INCOME I 175,999 177,830
    4,674.65 SHS VANGUARD INTER-TERM GRADE ADM 50,000 48,943
    8,913.07 SHS VANGUARD SHORT-TERM GRADE ADM 93,097 98,311

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    PAUL D AUSTIN FAMILY FOUNDATION
    EIN:
    73-1392558
    Name of Stock End of Year Book Value End of Year Fair Market Value
    15.00 SHS ALPHABET INC CL C 5,654 26,290
    75.00 SHS DISNEY WALT CO NEW 2,708 13,589
    425.00 SHS SPDR COMMUNICATION SERVICES ETF 22,591 28,679
    4.00 SHS AMAZON COM INC 9,606 13,028
    100.00 SHS COSTCO WHOLESALE 9,852 37,678
    50.00 SHS HOME DEPOT 12,145 13,281
    200.00 SHS MCCORMICK & CO NON VOTING 15,227 19,120
    100.00 SHS NIKE INC CL B 1,919 14,147
    200.00 SHS VANGUARD CONSUMER DISCR ETF 15,320 55,036
    145.07 SHS T ROWE PRICE MID-CAP GROWTH I 12,000 16,418
    237.48 SHS VANGUARD MID CAP INDEX-ADM 41,518 60,891
    217.02 SHS VANGUARD SMALL CAP INDEX-ADM 18,000 20,230
    873.01 SHS VANGUARD TAX-MANAGED CAP APPREC ADM 117,158 172,533
    270.30 SHS VANGUARD TAX-MANAGED SMALL-CAP ADM 16,190 20,083
    680.07 SHS WILLIAM BLAIR SMALL-MID-CAP GRWTH R6 20,000 23,925
    5.00 SHS BLACKROCK INC 2,857 3,608
    275.00 SHS INTERCONTINENTAL EXCHANGE 8,580 31,705
    125.00 SHS VANGUARD FINANCIALS ETF 3,784 9,106
    200.00 SHS DANAHER CORP 6,590 44,428
    90.00 SHS THERMO FISHER SCIENTIFIC 21,561 41,920
    100.00 SHS VANGUARD HEALTH CARE ETF 20,210 22,373
    25.00 SHS BOEING 5,535 5,351
    275.00 SHS FIDELITY MSCI INDUSTRIAL INDEX ETF 12,880 12,928
    150.00 SHS HONEYWELL INTL 17,466 31,905
    75.00 SHS UNION PACIFIC 12,232 15,617
    50.00 SHS ACCENTURE PLC IRELAND SHS CLASS A 2,250 13,061
    575.00 SHS APPLE INC 7,222 76,297
    125.00 SHS MICROSOFT CORP 7,946 27,803
    325.00 SHS SPDR TECHNOLOGY SECTOR ETF 33,404 42,257
    200.00 SHS VANGUARD TECHNOLOGY ETF 47,702 70,758
    125.00 SHS VISA INC CL A 4,703 27,341
    25.00 SHS SHERWIN WILLIAMS CO 12,798 18,373
    200.00 SHS SPDR UTILITIES SECTOR ETF 10,302 12,540
    803.31 SHS DELAWARE EMERGING MARKETS R6 18,000 20,693
    0.95 SHS DODGE & COX INTERNATIONAL STOCK 34 42
    837.28 SHS VANGUARD INTERNATIONAL GROWTH AD 87,002 134,207

    TY 2020 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 5,486 5,486   0


    TY 2020 SubstantialContributorsSch
    Name:
    PAUL D AUSTIN FAMILY FOUNDATION
    EIN:
    73-1392558
    Name Address
    PAUL D OPAL JANE AUSTIN 7001 N CLASSEN BOULEVARD
    OKLAHOMA CITY,OK73116
    JIMMIE & MARIE AUSTIN FOUNDATION
          		7001 N CLASSEN BOULEVARD
    OKLAHOMA CITY,OK73116


    TY 2020 TaxesSchedule
    Name:
    PAUL D AUSTIN FAMILY FOUNDATION
    EIN:
    73-1392558
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 107 107   0
    EXCISE TAXES 2,117 0   0