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
JIMMIE LYNN AND BILLYE AUSTIN 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

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$1,694,835J 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 13 13  
4 Dividends and interest from securities... 27,253 27,253  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 133,945
b Gross sales price for all assets on line 6a 1,195,889
7 Capital gain net income (from Part IV, line 2)... 133,945
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........ 161,211 161,211  
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 1,847 119   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 5,913 5,913   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 9,560 7,832   0
25 Contributions, gifts, grants paid....... 70,200 70,200
26 Total expenses and disbursements. Add lines 24 and 25 79,760 7,832   70,200
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 81,451
b Net investment income (if negative, enter -0-) 153,379
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............. 4,473 4,999 4,999
2 Savings and temporary cash investments......... 18,659 24,067 24,067
3 Accounts receivable bullet676
Less: allowance for doubtful accounts bullet   599 676 676
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.......... 1,000 1,760 1,760
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 696,188 Click to see attachment655,275 1,270,071
c Investments—corporate bonds (attach schedule)....... 271,021 Click to see attachment386,614 393,262
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) 991,940 1,073,391 1,694,835
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 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........ 1,031,968 1,031,968
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds -40,028 41,423
29 Total net assets or fund balances (see instructions)..... 991,940 1,073,391
30 Total liabilities and net assets/fund balances (see instructions). 991,940 1,073,391
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
991,940
2
Enter amount from Part I, line 27a .....................
2
81,451
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
1,073,391
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
1,073,391
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 25 SHS 3M P 2020-04-14 2020-07-31
b 25 SHS 3M P 2020-04-14 2020-09-17
c 25 SHS BECTON DICKINSON & CO P 2020-07-31 2020-09-17
d 50 SHS CHEVRON CORPORATION P 2019-07-10 2020-04-14
e 50 SHS CHEVRON CORPORATION P 2020-06-25 2020-07-31
48.864 SHS COHEN & STEERS REALTY SH I P 2020-06-25 2020-07-31
75.886 SHS COHEN & STEERS REALTY SH I P 2020-06-25 2020-09-17
124.187 SHS COHEN & STEERS REALTY SH I P 2019-07-10 2020-03-30
110.717 SHS COHEN & STEERS REALTY SH I P 2019-07-19 2020-03-30
101.916 SHS COHEN & STEERS REALTY SH I P 2019-09-23 2020-03-30
75 SHS COMCAST CORP CL A P 2020-02-13 2020-05-13
75 SHS CONAGRA BRANDS INC P 2020-07-31 2020-12-18
223.614 SHS DELAWARE EMERGING MARKETS R6 P 2020-02-13 2020-09-17
459.559 SHS FIDELITY EM MKTS INDEX FD I P 2020-02-13 2020-03-30
380 SHS FIDELITY MSCI INDL INDEX ETF P 2020-01-16 2020-04-14
200 SHS KINDER MORGAN INC P 2019-07-10 2020-06-25
125 SHS NOVARTIS AG SPONS ADR P 2020-04-14 2020-07-31
54 SHS RAYTHEON TECH CORP P 2020-04-08 2020-05-13
30 SHS RAYTHEON TECH CORP P 2020-04-08 2020-05-13
16 SHS RAYTHEON TECH CORP P 2020-04-14 2020-05-13
100 SHS SPDR CONSUMER DISCRETIONARY ETF P 2019-07-19 2020-05-13
100 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
100 SHS SPDR UTILITIES SECTOR ETF P 2020-02-13 2020-05-13
50 SHS SPDR UTILITIES SECTOR ETF P 2019-09-23 2020-05-13
50 SHS SPDR UTILITIES SECTOR ETF P 2019-09-23 2020-06-25
50 SHS SPDR UTILITIES SECTOR ETF P 2020-01-15 2020-06-25
50 SHS SPDR UTILITIES SECTOR ETF P 2019-08-25 2020-06-25
61.756 SHS T ROWE PRICE MID CAP GROWTH I P 2020-03-20 2020-12-18
101.502 SHS T ROWE PRICE MID-CAP GROWTH I P 2020-02-13 2020-06-25
6.712 SHS T ROWE PRICE MID-CAP GROWTH I P 2020-03-30 2020-06-25
172.03 SHS T ROWE PRICE MID-CAP GROWTH I P 2020-03-30 2020-07-31
20.147 SHS T ROWE PRICE MID-CAP GROWTH I P 2020-03-30 2020-09-25
5169.867 SHS THORNBURG LTD TERM INCOME FD P 2019-07-22 2020-03-30
2498.163 SHS THORNBURG LTD TERM INCOME FD P 2019-09-23 2020-03-30
518.903 SHS THORNBURG LTD TERM INCOME FD P 2019-12-17 2020-03-30
990.099 SHS THORNBURG LTD TERM INCOME I P 2020-07-31 2020-09-25
2849.003 SHS THORNBURG LTD TERM INCOME I P 2020-07-31 2020-12-18
140.916 SHS VANGUARD 500 INDEX ADM P 2019-07-11 2020-03-30
380.904 SHS VANGUARD 500 INDEX ADM P 2019-07-22 2020-03-30
111.947 SHS VANGUARD 500 INDEX ADM P 2020-02-14 2020-03-30
293.255 SHS VANGUARD EM MK STK INDX ADM P 2019-09-23 2020-03-30
20 SHS VANGUARD HEALTH CARE ETF P 2020-07-31 2020-12-18
39.818 SHS VANGUARD INTL GROWTH ADM P 2020-07-31 2020-09-17
31.204 SHS VANGUARD INTL GROWTH ADM P 2020-08-03 2020-09-17
33.635 SHS VANGUARD INTL GROWTH ADM P 2020-02-13 2020-09-17
119.617 SHS VANGUARD MID CAP INDEX ADM P 2019-07-19 2020-03-30
3727.154 SHS VANGUARD ST INVEST GRADE ADM P 2020-03-30 2020-07-31
69.841 SHS VANGUARD TAX-MNGD CAP APPREC P 2020-09-17 2020-09-25
597.12 SHS WILLIAM BLAIR SM MID CAP GRWTH R6 P 2020-03-30 2020-07-31
69.372 SHS WILLIAM BLAIR SMALL-MID CAP GRWTH R6 P 2020-03-30 2020-09-25
200 SHS WILLIAMS COMPANIES P 2020-04-14 2020-08-03
25 SHS AON PLC P 2017-12-08 2020-07-31
15 SHS AON PLC P 2017-12-08 2020-09-17
20 SHS AON PLC P 2019-07-10 2020-09-17
15 SHS AON PLC P 2019-07-19 2020-09-17
25 SHS APPLE INC P 2011-01-18 2020-02-13
50 SHS APPLE INC P 2011-01-18 2020-09-17
25 SHS BECTON DICKINSON & CO P 2017-12-29 2020-02-13
20 SHS BECTON DICKINSON & CO P 2020-02-13 2020-06-25
30 SHS BECTON DICKINSON & CO P 2017-12-29 2020-06-25
40 SHS BOEING P 2016-12-21 2020-01-16
10 SHS BOEING P 2017-07-25 2020-01-16
25 SHS CHEVRON CORPORATION P 2013-07-24 2020-02-13
50 SHS CHEVRON CORPORATION P 2013-11-08 2020-02-13
25 SHS CHEVRON CORPORATION P 2013-12-20 2020-02-13
25 SHS CHEVRON CORPORATION P 2013-12-20 2020-04-14
25 SHS CHEVRON CORPORATION P 2014-10-02 2020-04-14
5 SHS CHUBB LTD P 2016-01-15 2020-02-13
35 SHS CHUBB LTD P 2016-01-15 2020-04-14
15 SHS COSTCO WHOLESALE P 2012-12-21 2020-02-13
10 SHS COSTCO WHOLESALE P 2012-12-21 2020-07-31
10 SHS DANAHER CORP P 2019-07-10 2020-12-18
15 SHS HOME DEPOT P 2017-10-24 2020-07-31
25 SHS INTERCONTINENTAL EXCHANGE P 2012-12-21 2020-07-31
75 SHS MEDTRONIC PLC P 2015-01-27 2020-05-13
25 SHS MEDTRONIC PLC P 2015-06-30 2020-07-31
25 SHS MEDTRONIC PLC P 2015-06-30 2020-09-17
25 SHS MEDTRONIC PLC P 2016-12-21 2020-09-17
25 SHS MICROSOFT CORP P 2018-09-20 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
50 SHS NIKE INC CL B P 2011-03-24 2020-07-31
50 SHS NIKE INC CL B P 2011-03-24 2020-09-17
25 SHS PEPSICO P 2019-07-19 2020-12-18
150 SHS SPDR MATERIALS SECTOR ETF P 2012-12-21 2020-02-13
50 SHS SPDR MATERIALS SECTOR ETF P 2012-12-21 2020-04-14
100 SHS SPDR MATERIALS SECTOR ETF P 2012-12-21 2020-05-13
25 SHS SPDR REAL ESTATE SECTOR ETF P 2018-12-10 2020-02-13
125 SHS SPDR REAL ESTATE SECTOR ETF P 2018-12-10 2020-04-14
150 SHS SPDR REAL ESTATE SECTOR ETF P 2018-12-10 2020-05-13
25 SHS SPDR UTILITIES SECTOR ETF P 2018-09-20 2020-12-18
2205.883 SHS THORNBURG LTD TERM INCOME FD P 2018-12-11 2020-02-13
3877.767 SHS THORNBURG LTD TERM INCOME FD P 2018-12-11 2020-03-30
15 SHS VANGUARD CONSUMER DISCR ETF P 2011-07-15 2020-07-31
2189.329 SHS VANGUARD DEV MKTS INDEX ADM P 2018-11-12 2020-03-30
75 SHS VANGUARD FINANCIALS ETF P 2012-12-21 2020-05-13
15 SHS VANGUARD FINANCIALS ETF P 2013-07-24 2020-05-13
150 SHS VANGUARD FINANCIALS ETF P 2013-07-31 2020-05-13
35 SHS VANGUARD FINANCIALS ETF P 2013-11-08 2020-05-13
38.37 SHS VANGUARD MID CAP INDEX ADM P 2014-10-02 2020-03-30
48.253 SHS VANGUARD MID CAP INDEX ADM P 2015-07-01 2020-03-30
46.804 SHS VANGUARD MID CAP INDEX ADM P 2015-09-02 2020-03-30
132.463 SHS VANGUARD MID CAP INDEX ADM P 2015-12-04 2020-03-30
83.015 SHS VANGUARD SM CAP INDEX ADM P 2014-10-02 2020-05-13
34.223 SHS VANGUARD SM CAP INDEX ADM P 2014-05-20 2020-07-31
1408.451 SHS VANGUARD ST INVEST GRADE ADM P 2015-07-01 2020-07-31
0.267 SHS VANGUARD ST INVEST GRADE ADM P 2015-12-24 2020-07-31
1.407 SHS VANGUARD ST INVEST GRADE ADM P 2016-12-23 2020-07-31
0.304 SHS VANGUARD ST INVEST GRADE ADM P 2017-03-31 2020-07-31
6226.054 SHS VANGUARD ST INVEST GRADE ADM P 2018-09-21 2020-07-31
25 SHS VISA INC CL A P 2012-12-21 2020-07-31
75 SHS VISA INC CL A P 2012-12-21 2020-09-17
15 SHS VISA INC CL A P 2012-12-21 2020-12-18
10 SHS WAL MART INC P 2012-07-06 2020-02-13
25 SHS WAL MART INC P 2014-08-20 2020-02-13
70 SHS ACCENTURE PLC IRELAND SHS CL A P 2010-11-03 2020-02-13
25 SHS ACCENTURE PLC IRELAND SHS CL A P 2010-11-03 2020-04-14
30 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
35 SHS DANAHER CORP P 2010-11-03 2020-07-31
5 SHS DANAHER CORP P 2010-11-03 2020-12-18
25 SHS DISNEY WALT CO P 2010-11-03 2020-02-13
35 SHS DISNEY WALT CO P 2010-11-03 2020-09-17
40 SHS DISNEY WALT CO P 2010-11-03 2020-07-31
25 SHS DISNEY WALT CO NEW P 2010-11-03 2020-05-13
221.76 SHS DODGE & COX INTL STOCK P 2010-11-03 2020-03-30
2.973 SHS DODGE & COX INTL STOCK P 2010-11-03 2020-03-30
0.758 SHS DODGE & COX INTL STOCK P 2010-11-03 2020-03-30
35.672 SHS DODGE & COX INTL STOCK P 2010-11-03 2020-03-30
7.674 SHS DODGE & COX INTL STOCK P 2010-11-03 2020-03-30
7.163 SHS DODGE & COX INTL STOCK P 2010-12-22 2020-03-30
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
50 SHS PEPSICO P 2010-11-03 2020-07-31
25 SHS PEPSICO P 2010-11-03 2020-07-31
25 SHS RAYTHEON TECH CORP P 2010-11-03 2020-05-13
50 SHS RAYTHEON TECHNOLOGIES CORP P 2010-11-03 2020-07-31
25 SHS RAYTHEON TECHNOLOGIES CORP P 2010-11-03 2020-07-31
25 SHS RAYTHEON TECHNOLOGIES CORP P 2010-11-03 2020-09-17
25 SHS RAYTHEON TECHNOLOGIES CORP P 2010-11-03 2020-09-17
50 SHS UNITED TECHNOLOGIES P 2010-11-03 2020-02-13
100 SHS VANGUARD FINANCIALS ETF P 2010-11-03 2020-02-13
100 SHS VANGUARD FINANCIALS ETF P 2010-11-03 2020-05-13
25 SHS VANGUARD FINANCIALS ETF P 2010-11-03 2020-05-13
175 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 3,747   3,749 -2
b 4,318   3,749 569
c 5,670   6,913 -1,243
d 4,262   6,273 -2,011
e 4,136   4,383 -247
2,000   1,958 42
3,149   3,041 108
4,599   5,809 -1,210
4,100   4,999 -899
3,774   4,999 -1,225
2,578   3,462 -884
2,707   2,814 -107
5,000   4,591 409
3,819   5,000 -1,181
12,230   16,499 -4,269
2,932   4,103 -1,171
10,344   10,796 -452
2,901   3,283 -382
1,612   1,825 -213
860   1,028 -168
11,240   12,313 -1,073
3,364   5,478 -2,114
4,680   5,873 -1,193
5,450   6,218 -768
2,725   2,725 0
2,767   3,196 -429
2,767   3,769 -1,002
2,767   3,471 -704
7,000   4,584 2,416
9,380   10,000 -620
620   498 122
17,000   12,768 4,232
2,000   1,495 505
68,811   70,000 -1,189
33,251   34,000 -749
6,907   7,000 -93
14,000   14,030 -30
40,000   40,370 -370
34,161   39,028 -4,867
92,339   105,000 -12,661
27,138   35,000 -7,862
8,147   10,000 -1,853
4,432   4,043 389
5,326   5,000 326
4,174   4,000 174
4,499   3,611 888
19,941   25,000 -5,059
40,999   38,986 2,013
12,000   12,000 0
17,000   13,029 3,971
2,000   1,514 486
3,818   3,385 433
5,029   3,463 1,566
3,018   2,078 940
4,024   3,949 75
3,018   2,934 84
8,132   1,219 6,913
5,489   610 4,879
6,376   5,358 1,018
4,545   5,241 -696
6,817   6,430 387
13,235   6,297 6,938
3,309   2,133 1,176
2,791   3,166 -375
5,582   6,032 -450
2,791   3,066 -275
2,131   3,066 -935
2,131   2,922 -791
824   555 269
4,240   3,888 352
4,765   1,478 3,287
3,256   985 2,271
2,223   1,428 795
3,970   2,490 1,480
2,396   632 1,764
7,010   5,537 1,473
2,376   1,841 535
2,670   1,841 829
2,670   1,789 881
5,044   2,845 2,199
2,580   479 2,101
4,289   959 3,330
4,824   959 3,865
5,815   959 4,856
3,648   3,301 347
9,091   5,539 3,552
2,531   1,846 685
4,962   3,693 1,269
1,035   845 190
4,378   4,224 154
4,680   5,068 -388
1,566   1,335 231
30,000   29,007 993
51,613   50,993 620
3,268   979 2,289
23,579   27,783 -4,204
3,762   2,572 1,190
752   639 113
7,523   6,306 1,217
1,755   1,490 265
6,397   5,500 897
8,044   7,648 396
7,803   7,000 803
22,083   20,300 1,783
5,000   4,365 635
2,500   1,778 722
15,493   15,000 493
3   3 0
15   15 0
3   3 0
68,487   65,000 3,487
4,778   941 3,837
15,296   2,822 12,474
3,162   564 2,598
1,172   712 460
2,930   1,870 1,060
14,887   3,149 11,738
4,413   1,125 3,288
6,689   1,350 5,339
7,575   1,537 6,038
5,209   1,278 3,931
2,061   639 1,422
2,619   639 1,980
5,430   1,278 4,152
697   647 50
697   647 50
697   647 50
4,072   824 3,248
7,085   1,153 5,932
1,112   165 947
3,539   903 2,636
4,529   1,264 3,265
4,603   1,444 3,159
2,568   903 1,665
6,699   7,855 -1,156
90   105 -15
23   27 -4
1,078   1,263 -185
232   272 -40
217   253 -36
1,083   967 116
1,083   967 116
1,083   967 116
6,833   3,290 3,543
3,417   1,645 1,772
1,343   1,074 269
2,834   2,148 686
1,417   1,074 343
1,566   1,074 492
1,566   1,074 492
7,672   3,762 3,910
7,742   3,027 4,715
5,015   3,027 1,988
1,254   756 498
10,243   5,297 4,946
4,797     4,797
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       -2
b       569
c       -1,243
d       -2,011
e       -247
      42
      108
      -1,210
      -899
      -1,225
      -884
      -107
      409
      -1,181
      -4,269
      -1,171
      -452
      -382
      -213
      -168
      -1,073
      -2,114
      -1,193
      -768
      0
      -429
      -1,002
      -704
      2,416
      -620
      122
      4,232
      505
      -1,189
      -749
      -93
      -30
      -370
      -4,867
      -12,661
      -7,862
      -1,853
      389
      326
      174
      888
      -5,059
      2,013
      0
      3,971
      486
      433
      1,566
      940
      75
      84
      6,913
      4,879
      1,018
      -696
      387
      6,938
      1,176
      -375
      -450
      -275
      -935
      -791
      269
      352
      3,287
      2,271
      795
      1,480
      1,764
      1,473
      535
      829
      881
      2,199
      2,101
      3,330
      3,865
      4,856
      347
      3,552
      685
      1,269
      190
      154
      -388
      231
      993
      620
      2,289
      -4,204
      1,190
      113
      1,217
      265
      897
      396
      803
      1,783
      635
      722
      493
      0
      0
      0
      3,487
      3,837
      12,474
      2,598
      460
      1,060
      11,738
      3,288
      5,339
      6,038
      3,931
      1,422
      1,980
      4,152
      50
      50
      50
      3,248
      5,932
      947
      2,636
      3,265
      3,159
      1,665
      -1,156
      -15
      -4
      -185
      -40
      -36
      116
      116
      116
      3,543
      1,772
      269
      686
      343
      492
      492
      3,910
      4,715
      1,988
      498
      4,946
      4,797
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 2 133,945
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 2,132
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 2,132
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 2,132
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 1,760
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 1,760
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 9 372
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See 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
    JIMMIE LYNN AUSTIN TRUSTEE
    5.00     		0 0 0
    7001 N CLASSEN BOULEVARD
    OKLAHOMA CITY,OK73116
    BILLYE R AUSTIN TRUSTEE
    5.00     		0 0 0
    7001 N CLASSEN BOULEVARD
    OKLAHOMA CITY,OK73116
    GUY C AUSTIN CO-TRUSTEE
    1.00     		0 0 0
    7001 N CLASSEN BOULEVARD
    OKLAHOMA CITY,OK73116
    CHRISTY L CLINE 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
    1,469,605
    b
    Average of monthly cash balances.......................
    1b
    39,979
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,509,584
    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
    1,509,584
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    22,644
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,486,940
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    74,347
    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
    74,347
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    2,132
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,132
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    72,215
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    72,215
    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
    72,215
    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
    70,200
    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
    70,200
    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
    70,200
    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 72,215
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 65,853
    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$ 70,200
    a Applied to 2019, but not more than line 2a 65,853
    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..... 4,347
    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 ..........     		67,868
    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).)
    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 (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
    401-KIDS
    520 S BEAGLE CIRCLE
    EDMOND,OK73003     		N/A PC CHARITABLE 1,000
    ALZHEIMER'S ASSOCIATIONOKLAHOMA CHAPTER
    2448 E 81ST STREET SUITE 3000
    TULSA,OK74137     		N/A PC CHARITABLE 1,000
    AMERICAN NATIONAL RED CROSS
    PO BOX 37839
    BOONE,IA50037     		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
    CALM WATERS CENTER FOR CHILDREN AND FAMILIES
    4334 NW EXPRESSWAY SUITE 101
    OKLAHOMA CITY,OK73116     		N/A PC CHARITABLE 1,000
    CENTER FOR CHILDREN AND FAMILIES
    1151 EAST MAIN STREET
    NORMAN,OK73071     		N/A PC CHARITABLE 1,000
    CENTRAL OKLAHOMA HABITAT FOR HUMANITY
    5005 S I-35 SERVICE ROAD
    OKLAHOMA CITY,OK73129     		N/A PC CHARITABLE 1,000
    CITY RESCUE MISSION INC
    800 W CALIFORNIA AVENUE
    OKLAHOMA CITY,OK73196     		N/A PC CHARITABLE 2,250
    DEAN MCGEE EYE INSTITUTE FOUNDATION
    608 STANTON L YOUNG BOULEVARD
    OKLAHOMA CITY,OK73104     		N/A PC ACADEMIC ADVANCEMENT FUND 5,000
    FOLDS OF HONOR FOUNDATION
    5800 NORTH PATRIOT DRIVE
    OWASSO,OK74055     		N/A PC CHARITABLE 1,000
    HBC CHAMPIONS FOUNDATION
    180 W BROOKS
    NORMAN,OK73019     		N/A PC CHARITABLE 1,000
    INFANT CRISIS SERVICES INC
    4224 N LINCOLN BOULEVARD
    OKLAHOMA CITY,OK731055211     		N/A PC CHARITABLE 1,000
    INTEGRIS FOUNDATION
    3030 NW EXPRESSWAY SUITE 1600
    OKLAHOMA CITY,OK73112     		N/A PC CHARITABLE - HONORARY 1,000
    JIM RILEY OUTREACH INC
    11576 CLAIRMONTE COURT
    FRISCO,TX75035     		N/A PC CHARITABLE 1,000
    MAKE-A-WISH FOUNDATION OF OKLAHOMA INC
    1900 NW EXPRESSWAY 700
    OKLAHOMA CITY,OK73118     		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 N MERIDIAN SUITE 206
    OKLAHOMA CITY,OK73120     		N/A PC CHARITABLE 1,000
    NORMAN PUBLIC SCHOOL FOUNDATION
    131 S FLOOD AVENUE
    NORMAN,OK73069     		N/A PC CHARITABLE - EDUCATION 1,000
    NORMAN REGIONAL HEALTH FOUNDATION
    PO BOX 1665
    NORMAN,OK73070     		N/A PC CHARITABLE - SCHOLARSHIP FUND 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 1,000
    OKLAHOMA MEDICAL RESEARCH FOUNDATION
    825 NE 13TH STREET
    OKLAHOMA CITY,OK73104     		N/A PC CHARITABLE 1,000
    OKLAHOMA VETERANS ALLIANCE INC
    101 PARK AVENUE SUITE 1310
    OKLAHOMA CITY,OK73102     		N/A PC CHARITABLE - MEMORIAL 200
    PELLOW OUTREACH
    6904 BRIARCREEK DRIVE
    OKLAHOMA CITY,OK73162     		N/A PC CHARITABLE 1,000
    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
    REGIONAL FOOD BANK
    3355 S PURDUE
    OKLAHOMA CITY,OK73137     		N/A PC CHARITABLE 6,000
    SALVATION ARMY
    1001 N PENNSYLVANIA AVENUE
    OKLAHOMA CITY,OK73107     		N/A PC CHARITABLE 2,250
    SEMINOLE STATE COLLEGE EDUCATIONAL FOUNDATION INC
    PO BOX 351
    SEMINOLE,OK74868     		N/A PC CHARITABLE - EDUCATION 2,000
    SPECIAL CARE INC
    12201 N WESTERN AVENUE
    OKLAHOMA CITY,OK73114     		N/A PC CHARITABLE - HONORARY 500
    ST JUDE'S CHILDRENS' HOSPITAL
    501 ST JUDE PLACE
    MEMPHIS,TN38105     		N/A PC CHARITABLE 1,000
    SUITED FOR SUCCESS
    4149 HIGHLINE BOULEVARD SUITE 370
    OKLAHOMA CITY,OK73108     		N/A PC CHARITABLE 1,000
    TEEN RECOVERY SOLUTIONS
    720 W WILSHIRE BOULEVARD SUITE
    101-A
    OKLAHOMA CITY,OK73116     		N/A PC CHARITABLE 1,000
    TOBY KEITH FOUNDATION
    818 NE 8TH STREET
    OKLAHOMA CITY,OK73104     		N/A PC CHARITABLE 1,000
    TOUCHDOWN CLUB OF OKLAHOMA
    4334 NW EXPRESSWAY SUITE 285
    OKLAHOMA CITY,OK73116     		N/A PC CHARITABLE 275
    UNIVERSITY OF OKLAHOMA FOUNDATION
    100 TIMBERDELL ROAD
    NORMAN,OK73019     		N/A PC CHARITABLE - EDUCATION 21,475
    WHEATHEART NUTRITION PROJECT INC
    PO BOX 606
    BLACKWELL,OK74631     		N/A PC CHARITABLE 1,000
    WOUNDED WARRIOR PROJECT
    4899 BELFORT ROADSUITE 300
    JACKSONVILLE,FL32256     		N/A PC CHARITABLE 1,000
    Total .................................bullet 3a 70,200
    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 13  
    4 Dividends and interest from securities....     14 27,253  
    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 ............     		    18 133,945  
    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).. 0 161,211 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    161,211
    (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:
    JIMMIE LYNN AND BILLYE AUSTIN FOUNDATION
    EIN:
    20-3025112
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEES 1,800 1,800   0

    TY 2020 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
    3,228.52 SHS METWEST TOTAL RETURN P 35,000 33,867
    896.86 SHS PIMCO INVESTMENT GRADE CREDIT BOND I 10,000 10,126
    949.67 SHS PIMCO TOTAL RETURN I 10,000 10,066
    11,157.89 SHS THORNBURG LIMITED-TERM INCOME FUND 155,600 156,768
    2,338.63 SHS VANGUARD INTER-TERM INVEST-GRADE ADM 25,000 24,486
    14,319.95 SHS VANGUARD SHORT-TERM INVEST-GRADE ADM 151,014 157,949

    TY 2020 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
    15.00 SHS ALPHABET INC CL A 4,611 26,290
    75.00 SHS DISNEY WALT CO NEW 2,708 13,589
    475.00 SHS SPDR COMMUNICATION SERVICES ETF 25,761 32,053
    7.00 SHS AMAZON COM INC 17,376 22,799
    75.00 SHS COSTCO WHOLESALE 7,389 28,259
    60.00 SHS HOME DEPOT 11,562 15,937
    250.00 SHS MCCORMICK & COMPANY NON VOTING 19,307 23,900
    100.00 SHS NIKE INC CL B 1,917 14,147
    75.00 SHS PEPSICO 4,935 11,123
    160.00 SHS VANGUARD CONSUMER DISCR ETF 10,944 44,029
    143.56 SHS T ROWE PRICE MID-CAP GROWTH I 10,655 16,248
    97.09 SHS VANGUARD MID CAP INDEX - ADM 25,000 24,894
    208.85 SHS VANGUARD SMALL-CAP INDEX-ADM 10,857 19,469
    1,503.80 SHS VANGUARD TAX-MANAGED CAP APPREC ADM 215,000 297,196
    203.06 SHS VANGUARD TAX-MANAGED SMALL-CAP ADM 15,000 15,087
    708.39 SHS WILLIAM BLAIR SMALL-MID-CAP GRWTH R6 15,457 24,921
    10.00 SHS BLACKROCK INC 3,053 7,215
    250.00 SHS INTERCONTINENTAL EXCHANGE 9,488 28,823
    125.00 SHS VANGUARD FINANCIALS ETF 3,784 9,106
    200.00 SHS DANAHER CORP 6,590 44,428
    100.00 SHS THERMO FISHER SCIENTIFIC 12,143 46,578
    100.00 SHS VANGUARD HEALTH CARE ETF 20,217 22,373
    25.00 SHS BOEING 5,525 5,351
    225.00 SHS FIDELITY MSCI INDUSTRIAL INDEX ETF 10,508 10,577
    150.00 SHS HONEYWELL INTL 13,094 31,905
    100.00 SHS UNION PACIFIC 16,069 20,822
    95.00 SHS ACCENTURE PLC IRELAND SHS CLASS A 4,274 24,815
    750.00 SHS APPLE, INC 9,145 99,517
    100.00 SHS MICROSOFT CORP 6,357 22,242
    50.00 SHS SPDR TECHNOLOGY SECTOR ETF 5,454 6,501
    200.00 SHS VANGUARD INFO TECHNOLOGY ETF 24,856 70,758
    110.00 SHS VISA INC CL A 4,139 24,060
    25.00 SHS SHERWIN WILLIAMS CO 12,381 18,373
    200.00 SHS SPDR UTILITIES SECTOR ETF 10,750 12,540
    1,011.45 SHS DELAWARE EMERGING MARKETS R6 17,409 26,055
    0.65 SHS DODGE & COX INTERNATIONAL STOCK 23 28
    674.18 SHS VANGUARD INTERNATIONAL GROWTH ADM 61,537 108,063

    TY 2020 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 5,913 5,913   0


    TY 2020 SubstantialContributorsSch
    Name:
    JIMMIE LYNN AND BILLYE AUSTIN FOUNDATION
    EIN:
    20-3025112
    Name Address
    JIMMIE AND MARIE AUSTIN FOUNDATION
          		7001 N CLASSEN BOULEVARD
    OKLAHOMA CITY,OK73116
    JIMMIE L BILLYE AUSTIN 7001 N CLASSEN BOULEVARD
    OKLAHOMA CITY,OK73116


    TY 2020 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 1,728 0   0
    FOREIGN TAXES 119 119   0