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DUBOSE FAMILY FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
DUBOSE FAMILY FOUNDATION (EIN 20-1588677)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-08-06
IRS object ID
201542189349100724
Schema version
2014v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2015-08-06T14:17:52-07:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1JSDJLD Management LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12624 West FreewayAddressLine1Txt
CityFort WorthCityNm
State AbbreviationTXStateAbbreviationCd
ZIP76102ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN201588677EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DUBOSE FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlDUBOBusinessNameControlTxt
Phone8173902202PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 2990AddressLine1Txt
CityFORT WORTHCityNm
State AbbreviationTXStateAbbreviationCd
ZIP76113ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAMIE ADAMS DUBOSEPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8173902202PhoneNum
Signature2015-07-24SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonD BRAD OGLEPreparerPersonNm
Phone8178779068PhoneNum
Preparation2015-08-06PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-04-25 22:37:26ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$15,216,942FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,323,558ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$536InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$536InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$289,506DividendsRevAndExpnssAmt
Dividends Net Invst Incm$289,506DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$75,770NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$75,770GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$75,770CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,689,370TotalRevAndExpnssAmt
Total Net Invst Incm$365,812TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$48,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$24,000CompOfcrDirTrstNetInvstIncmAmt
Legal Fees Rev And Expnss$3,615LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss$750AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$375AccountingFeesNetInvstIncmAmt
Taxes Rev And Expnss$9,534TaxesRevAndExpnssAmt
Taxes Net Invst Incm$3,121TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$61,899TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$27,496TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$506,093ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$506,093ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$567,992TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$27,496TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$506,093TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,121,378ExcessRevenueOverExpensesAmt
Net Investment Income$338,316NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,295,846CashBOYAmt
Cash EOY$2,057,806CashEOYAmt
Cash EOYFMV$2,057,806CashEOYFMVAmt
Sav And Temp Cash Invst BOY$438,940SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$438,984SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$438,984SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$8,222PrepaidExpensesBOYAmt
Prepaid Expenses EOY$3,645PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$3,645PrepaidExpensesEOYFMVAmt
Corporate Stock BOY$10,207,981CorporateStockBOYAmt
Corporate Stock EOY$10,571,932CorporateStockEOYAmt
Corporate Stock EOYFMV$12,716,507CorporateStockEOYFMVAmt
Total Assets BOY$11,950,989TotalAssetsBOYAmt
Total Assets EOY$13,072,367TotalAssetsEOYAmt
Total Assets EOYFMV$15,216,942TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$11,950,989RetainedEarningBOYAmt
Retained Earning EOY$13,072,367RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$11,950,989TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$13,072,367TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$11,950,989TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$13,072,367TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$11,950,989TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,121,378ExcessRevenueOverExpensesAmt
Subtotal$13,072,367SubtotalAmt
Tot Net Ast Or Fund Balances EOY$13,072,367TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyVANGUARD CAPITAL GAIN DISTRIBUTIONSPropertyDesc
How AcquiredDHowAcquiredCd
Acquired2005-01-01AcquiredDt
Sold2014-12-31SoldDt
Gross Sales Price$75,770GrossSalesPriceAmt
Depreciation$0DepreciationAmt
Cost Or Other Basis$0CostOrOtherBasisAmt
Gain Or Loss$75,770GainOrLossAmt
FMV As Of123169$0FMVAsOf123169Amt
Adjusted Basis As Of123169$0AdjustedBasisAsOf123169Amt
Excess FMV Over Adjusted Bss$0ExcessFMVOverAdjustedBssAmt
Gains Minus Excess Or Losses$75,770GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$75,770CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$401,721AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$11,628,219NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.034547DistributionYr1Rt
Adjusted Qlfy Distri Yr2$413,726AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$9,664,412NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.042809DistributionYr2Rt
Adjusted Qlfy Distri Yr3$346,840AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$8,494,474NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.040831DistributionYr3Rt
Adjusted Qlfy Distri Yr4$345,410AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$6,410,954NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.053878DistributionYr4Rt
Adjusted Qlfy Distri Yr5$502,220AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$5,275,999NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.095190DistributionYr5Rt
Total Distribution0.267255TotalDistributionRt
Average Distribution0.053451AverageDistributionRt
Net Vl Noncharitable Assets$13,518,024NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$722,552AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$3,383NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$725,935AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$506,093QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$6,766InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$6,766SubtotalAmt
Tax Based On Investment Income$6,766TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,645EstimatedPlusOvpmtIncmTxAmt
Applied To Es Tax$9,897AppliedToEsTaxAmt
Total Payments And Credits$13,542TotalPaymentsAndCreditsAmt
Original Return Overpayment-$13,542OriginalReturnOverpaymentAmt
Overpayment$6,776OverpaymentAmt
Applied To ES Tax$6,776AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJAMIE ADAMS DUBOSEIndividualWithBooksNm
Phone8173902202PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12624 WEST FREEWAYAddressLine1Txt
CityFORT WORTHCityNm
State AbbreviationTXStateAbbreviationCd
ZIP76102ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JAMES S DUBOSE
2624 WEST FREEWAYFORT WORTHTX76102DIRECTOR1.00$0$0$0
JAMES E DUBOSE
2624 WEST FREEWAYFORT WORTHTX76102DIRECTOR1.00$0$0$0
CHRISTOPHER J KEYLAND
2624 WEST FREEWAYFORT WORTHTX76102DIRECTOR1.00$0$0$0
KATHRYN J ROBERTS
2624 WEST FREEWAYFORT WORTHTX76102DIRECTOR1.00$0$0$0
ANNA A DUBOSE
2624 WEST FREEWAYFORT WORTHTX76102PRESIDENT20.00$48,000$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$12,652,357AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,071,525AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$13,723,882TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$13,723,882AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$205,858CashDeemedCharitableAmt
Net Vl Noncharitable Assets$13,518,024NetVlNoncharitableAssetsAmt
Minimum Investment Return$675,901MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$675,901MinimumInvestmentReturnAmt
Tax Based On Investment Income$6,766TaxBasedOnInvestmentIncomeAmt
Total Tax$6,766TotalTaxAmt
Distributable Before Adj$669,135DistributableBeforeAdjAmt
Distributable Before Ded$669,135DistributableBeforeDedAmt
Distributable As Adjusted$669,135DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$506,093ExpensesAndContributionsAmt
Qualifying Distributions$506,093QualifyingDistributionsAmt
Adjusted Qualifying Distri$506,093AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$669,135DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$141,381ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$35,215ExcessDistributionCyovYr4Amt
Total Excess Distribution Cyov$176,596TotalExcessDistributionCyovAmt
Qualifying Distributions$506,093QualifyingDistributionsAmt
Applied To Current Year$506,093AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$163,042ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$163,042ExcessDistributionCyovAppCYAmt
Total Corpus$13,554TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$13,554ExcessDistriCyovToNextYrAmt
Excess From Year4$13,554ExcessFromYear4Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNAContributingManagerNm
Shareholder ManagerNAShareholderManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonJAMIE ADAMS DUBOSERecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line12624 WEST FREEWAYAddressLine1Txt
CityFORT WORTHCityNm
State AbbreviationTXStateAbbreviationCd
ZIP76102ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8173902202RecipientPhoneNum
Form And Info And MaterialsWRITTEN REQUEST IN LETTER FORM, PURPOSE OR PROPOSED USE OF GRANT OR DONATION.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (124 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMPHIBIAN STAGE PRODUCTION
120 S MAIN STFORT WORTHTX76104PUBLICTO SUPPORT CHARITABLE ACTIVITY$1,712
ALZHEIMERS FOUNDATION OF AMERICA
322 8TH AVENUENEW YORKNY10001PUBLICTO SUPPORT CHARITABLE ACTIVITY$1,000
AIDS OUTREACH CENTER
400 NORTH BEACHFORT WORTHTX76111PUBLICTO SUPPORT CHARITABLE ACTIVITY$500
AMON CARTER MUSEUM OF AMERICAN ART
3501 CAMP BOWIE BLVDFORT WORTHTX76107PUBLICTO SUPPORT CHARITABLE ACTIVITY$9,572
ARBORLAWN UNITED METHODIST CHURCH
5001 BRIARHAVEN RDFORT WORTHTX76109PUBLICTO SUPPORT CHARITABLE ACTIVITY$500
ARLINGTON LIFE SHELTER
325 W DIVISION STREETARLINGTONTX76011PUBLICTO SUPPORT CHARITABLE ACTIVITY$1,000
AMERICAN RED CROSS
PO BOX 4002018DES MOINESIA50340PUBLICTO SUPPORT CHARITABLE ACTIVITY$5,000
THE ART STATION
1616 PARK PLACE AVENUEFORT WORTHTX76110PUBLICTO SUPPORT CHARITABLE ACTIVITY$250
ASPEN EDUCATION FOUNDATION
PO BOX 2200ASPENCO81612PUBLICTO SUPPORT CHARITABLE ACTIVITY$1,000
ASPEN HISTORICAL SOCIETY
620 W BLEELER STREETASPENCO81611PUBLICTO SUPPORT CHARITABLE ACTIVITY$500
AUSTIN PARKS FOUNDATION
507 CALLES ST 116AUSTINTX78702PUBLICTO SUPPORT CHARITABLE ACTIVITY$500
EASTER SEALS CENTRAL TEXAS
1611 HEADWAY CIRCLE BLDG 2AUSTINTX78754PUBLICTO SUPPORT CHARITABLE ACTIVITY$2,000
FORT WORTH POLIC OFFICERS FOUNDATION
PO BOX 17695FORT WORTHTX76102PUBLICTO SUPPORT CHARITABLE ACTIVITY$1,500
ASPEN COUNTRY DAY SCHOOL
3 MUSIC SCHOOL RDASPENCO81611PUBLICTO SUPPORT CHARITABLE ACTIVITY$12,000
ASPEN COMMUNITY CHURCH
200 E BLEEKER STREETASPENCO81611PUBLICTO SUPPORT CHARITABLE ACTIVITY$26,000
ASPEN MUSIC FESTIVAL & SCHOOL
2 MUSIC SCHOOL ROADASPENCO81611PUBLICTO SUPPORT CHARITABLE ACTIVITY$1,000
AUSTIN CHILDREN'S SHELTER
4800 MANOR ROADAUSTINTX78723PUBLICTO SUPPORT CHARITABLE ACTIVITY$5,000
AUSTIN HABITAT FOR COMMUNITY
310 COMAL 100AUSTINTX78702PUBLICTO SUPPORT CHARITABLE ACTIVITY$3,000
BIG BROTHERS BIG SISTERS
205 W MAIN STREETARLINGTONTX76010PUBLICTO SUPPORT CHARITABLE ACTIVITY$500
BOOKSPRING
PO BOX 143147AUSTINTX78714PUBLICTO SUPPORT CHARITABLE ACTIVITY$500
BOYS AND GIRLS CLUB OF FORT WORTH
3218 E BELKNAPFORT WORTHTX76111PUBLICTO SUPPORT CHARITABLE ACTIVITY$900
GRAPEVINE RELIEF AND COMMUNITY EXCHANGE
PO BOX 412GRAPEVINETX76099PUBLICTO SUPPORT CHARITABLE ACTIVITY$1,000
CAPITAL AREA FOOD BANK OF TEXAS
8201 SOUTH CONGRESSAUSTINTX78745PUBLICTO SUPPORT CHARITABLE ACTIVITY$2,000
CARITAS OF AUSTIN
PO BOX 1947AUSTINTX78767PUBLICTO SUPPORT CHARITABLE ACTIVITY$2,500
CASA OF TRAVIS COUNTY
7701 N LAMARAUSTINTX78752PUBLICTO SUPPORT CHARITABLE ACTIVITY$2,000
CAMP FIRE USA
2700 MEACHAM BLVDFORT WORTHTX76137PUBLICTO SUPPORT CHARITABLE ACTIVITY$500
JEWEL CHARITY
5020 COLLINWOOD AVE SUITE 400FORT WORTHTX76107PUBLICTO SUPPORT CHARITABLE ACTIVITY$500
CHILDRENS CHARITIES OF FORT WORTH
PO BOX 1728HURSTTX76053PUBLICTO SUPPORT CHARITABLE ACTIVITY$1,000
COMMUNITY ENRICHMENT CENTER
6250 NE LOOP 820N RICHLAND HILLSTX76180PUBLICTO SUPPORT CHARITABLE ACTIVITY$1,500
COMMUNITY PARTNERS OF TARRANT COUNTY
2700 BEN AVENUEFORT WORTHTX76103PUBLICTO SUPPORT CHARITABLE ACTIVITY$1,000
DELL CHILDRENS MEDICAL CENTER
4900 MUELLERAUSTINTX78752PUBLICTO SUPPORT CHARITABLE ACTIVITY$2,000
EASTER SEALS - NORTH TEXAS
1424 HEMPHILL STREETFORT WORTHTX76104PUBLICTO SUPPORT CHARITABLE ACTIVITY$15,000
FERTILE VALLEY MINISTRIES
2418 MONTERREY STREETARLINGTONTX76015PUBLICTO SUPPORT CHARITABLE ACTIVITY$1,500
FIRST UNITED METHODIST CHURCH
800 WEST FIFTH STREETFORT WORTHTX76102PUBLICTO SUPPORT CHARITABLE ACTIVITY$65,000
CHILD FIND AMERICA
PO BOX 277NEW PALTZNY12561PUBLICTO SUPPORT CHARITABLE ACTIVITY$2,000
LENA POPE HOME
3131 SANGUINET STREETFORT WORTHTX76107PUBLICTO SUPPORT CHARITABLE ACTIVITY$1,000
FORT WORTH COUNTRY DAY SCHOOL
4200 COUNTRY DAY LANEFORT WORTHTX76109PUBLICTO SUPPORT CHARITABLE ACTIVITY$10,500
FORT WORTH INDEPENDENT SCHOOL DISTRICT
1000 N UNIVERSITY DRIVE 260FORT WORTHTX76107PUBLICTO SUPPORT CHARITABLE ACTIVITY$1,000
FORT WORTH OPERA
1300 GENDY STREETFORT WORTHTX76107PUBLICTO SUPPORT CHARITABLE ACTIVITY$50,000
FORT WORTH SYMPHONY ORCHESTRA
PO BOX 2587FORT WORTHTX76113PUBLICTO SUPPORT CHARITABLE ACTIVITY$5,780
MD ANDERSON CANCER CENTER
PO BOX 4464HOUSTONTX77210PUBLICTO SUPPORT CHARITABLE ACTIVITY$1,000
CHILD HELP
4350 E CAMELBACK RD BLDG F250PHOENIXAZ85018PUBLICTO SUPPORT CHARITABLE ACTIVITY$2,000
MARGO DEAN BALLET CONCERTO
3803 CAMP BOWIE BLVDFORT WORTHTX76107PUBLICTO SUPPORT CHARITABLE ACTIVITY$2,500
MODERN ART MUSEUM
3200 DARNELL STFORT WORTHTX76107PUBLICTO SUPPORT CHARITABLE ACTIVITY$834
HOSPICE AUSTIN
4107 SPICEWOOD SPRINGS ROAD 100AUSTINTX78759PUBLICTO SUPPORT CHARITABLE ACTIVITY$2,000
CHISHOLM TRAIL 100 CLUB
PO BOX 332BURLESONTX76097PUBLICTO SUPPORT CHARITABLE ACTIVITY$1,000
INDEPENDENCE PASS
PO BOX 1700ASPENCO81612PUBLICTO SUPPORT CHARITABLE ACTIVITY$500
JUNIOR LEAGUE OF FORT WORTH
255 BAILEY AVENUEFORT WORTHTX76107PUBLICTO SUPPORT CHARITABLE ACTIVITY$2,000
JUNIOR LEAGUE OF AUSTIN
5416 PARKCREST SUITE 100AUSTINTX78731PUBLICTO SUPPORT CHARITABLE ACTIVITY$4,000
KERA TV
3000 HARRY HINES BLVDDALLASTX75201PUBLICTO SUPPORT CHARITABLE ACTIVITY$3,000
PRESBYTERIAN NIGHT SHELTER
PO BOX 2645FORT WORTHTX76113PUBLICTO SUPPORT CHARITABLE ACTIVITY$2,000
LIFEGIFT - SOUTHEAST REGION
2510 WESTRIDGE STREETHOUSTONTX76107PUBLICTO SUPPORT CHARITABLE ACTIVITY$2,000
KIMBELL ART MUSEUM
3333 CAMP BOWIE BLVDFORT WORTHTX76107PUBLICTO SUPPORT CHARITABLE ACTIVITY$650
FORT WORTH PUBLIC LIBRARY FOUNDATION
500 W 3RD STREETFORT WORTHTX76102PUBLICTO SUPPORT CHARITABLE ACTIVITY$5,000
MANOS DE CRISTO
4911 HARMON AVENUEAUSTINTX78751PUBLICTO SUPPORT CHARITABLE ACTIVITY$2,500
RV JONES SCHOLARSHIP FUND
1816 HIGH VISTA CTFORT WORTHTX76112PUBLICTO SUPPORT CHARITABLE ACTIVITY$1,500
SALVATION ARMY
1855 EAST LANCASTERFORT WORTHTX76103PUBLICTO SUPPORT CHARITABLE ACTIVITY$5,000
MARINE TOYS FOR TOTS
PO BOX 4002896DES MOINESIA50340PUBLICTO SUPPORT CHARITABLE ACTIVITY$1,000
MEALS ON WHEELS - AUSTIN
3227 EAST 5TH STREETAUSTINTX78752PUBLICTO SUPPORT CHARITABLE ACTIVITY$2,000
MEALS ON WHEELS OF TARRANT COUNTY
320 SOUTH FREEWAYFORT WORTHTX76104PUBLICTO SUPPORT CHARITABLE ACTIVITY$1,800
MENTAL HEALTH AMERICA OF TARRANT COUNTY
3136 WEST 4TH STREETFORT WORTHTX76107PUBLICTO SUPPORT CHARITABLE ACTIVITY$500
MOUNTAIN RESCUE - ASPEN
630 WEST MAIN STREETASPENCO81611PUBLICTO SUPPORT CHARITABLE ACTIVITY$3,000
CHRIST CHAPEL
3701 BIRCHMAN AVEFORT WORTHTX76107PUBLICTO SUPPORT CHARITABLE ACTIVITY$10,000
SYMPHONY LEAGUE OF FORT WORTH
PO BOX 101716FORT WORTHTX76185PUBLICTO SUPPORT CHARITABLE ACTIVITY$500
PLANNED PARENTHOOD
7424 GREENVILLE AVENUE 206DALLASTX75231PUBLICTO SUPPORT CHARITABLE ACTIVITY$9,875
CHRISTIAN OUTREACH CENTER
913 E SEMINARY DRFORT WORTHTX76115PUBLICTO SUPPORT CHARITABLE ACTIVITY$1,000
TEXAS RE-ENTRY SERVICES
1408 ST LOUIS AVFORT WORTHTX76104PUBLICTO SUPPORT CHARITABLE ACTIVITY$1,000
THOMPSON DIVIDE COALITION
PO BOX 2045CARBONDALECO81623PUBLICTO SUPPORT CHARITABLE ACTIVITY$9,500
DOCTORS WITHOUT BORDERS
PO BOX 5023HAGERSTOWNMD21741PUBLICTO SUPPORT CHARITABLE ACTIVITY$1,000
RONALD MCDONALD HOUSE FORT WORTH
1004 7TH AVENUEFORT WORTHTX76104PUBLICTO SUPPORT CHARITABLE ACTIVITY$1,000
US FUND FOR UNICEF
125 MAIDEN LANENEW YORKNY10038PUBLICTO SUPPORT CHARITABLE ACTIVITY$6,000
DOWNWINDERS AT RISK
PO BOX 763844DALLASTX75376PUBLICTO SUPPORT CHARITABLE ACTIVITY$500
SAFE PLACE
PO BOX 19454AUSTINTX78760PUBLICTO SUPPORT CHARITABLE ACTIVITY$1,000
WILDERNESS WORKSHOP
PO BOX 1442CARBONDALECO81623PUBLICTO SUPPORT CHARITABLE ACTIVITY$10,000
FIRST TEE OF FORT WORTH
PO BOX 4767FORT WORTHTX76164PUBLICTO SUPPORT CHARITABLE ACTIVITY$2,500
SALVATION ARMY AUSTIN
4216 S CONGRESSAUSTINTX78745PUBLICTO SUPPORT CHARITABLE ACTIVITY$2,000
WOUNDED WARRIOR PROJECT
PO BOX 758540TOPEKAKS66675PUBLICTO SUPPORT CHARITABLE ACTIVITY$100
SERVICE MEMBERS RELIEF FUND
1510 CHENNAULT AVENUEFORT WORTHTX76127PUBLICTO SUPPORT CHARITABLE ACTIVITY$2,000
YOUTH ORCHESTRA OF GREATER FORT WORTH
4401 TRAIL LAKE DRFORT WORTHTX76109PUBLICTO SUPPORT CHARITABLE ACTIVITY$1,000
SMITHSONIAN INSTITUTION
PO BOX 96263WASHINGTONDC20090PUBLICTO SUPPORT CHARITABLE ACTIVITY$100
STRIPLING MIDDLE SCHOOL
2100 CLOVER LANEFORT WORTHTX76107PUBLICTO SUPPORT CHARITABLE ACTIVITY$10,000
TARRANT AREA FOOD BANK
2600 CULLEN STREETFORT WORTHTX76107PUBLICTO SUPPORT CHARITABLE ACTIVITY$4,250
TEXAS BALLET THEATER
1540 MALL CIRCLEFORT WORTHTX76116PUBLICTO SUPPORT CHARITABLE ACTIVITY$21,500
USO
PO BOX 96860WASHINGTONDC20077PUBLICTO SUPPORT CHARITABLE ACTIVITY$2,000
TEXAS ASSOCIATION FOR THE BLIND
PO BOX 14200ARLINGTONTX76094PUBLICTO SUPPORT CHARITABLE ACTIVITY$500
TEXAS WESLEYAN UNIVERSITY
1201 WESLEYANFORT WORTHTX76105PUBLICTO SUPPORT CHARITABLE ACTIVITY$34,500
FORTRESS YOUTH DEVELOPEMENT CENTER
PO BOX 422FORT WORTHTX76101PUBLICTO SUPPORT CHARITABLE ACTIVITY$2,000
WHOLE KIDS FOUNDATION
550 BOWIE STAUSTINTX78703PUBLICTO SUPPORT CHARITABLE ACTIVITY$1,000
UNIVERSITY HEALTH SYSTEM FOUNDATION
4502 MEDICAL DR MS 18SAN ANTONIOTX78229PUBLICTO SUPPORT CHARITABLE ACTIVITY$5,000
UNITED WAY
1500 N MAIN STFORT WORTHTX76164PUBLICTO SUPPORT CHARITABLE ACTIVITY$29,220
100 BLACK MEN OF GREATER KANSAS CITY
PO BOX 300676KANSAS CITYMO64130PUBLICTO SUPPORT CHARITABLE ACTIVITY$500
UNIVERSITY OF TEXAS
PO BOX 7458AUSTINTX78713PUBLICTO SUPPORT CHARITABLE ACTIVITY$2,500
VANDERBILT UNIVERSITY
2301 VANDERBILT PLACENASHVILLETN37203PUBLICTO SUPPORT CHARITABLE ACTIVITY$2,000
WARM PLACE
809 LIPSCOMBFORT WORTHTX76104PUBLICTO SUPPORT CHARITABLE ACTIVITY$1,500
GIRLS SCOUTS OF TEXAS OKLAHOMA PLAINS
4901 BRIARHAVEN ROADFORT WORTHTX76109PUBLICTO SUPPORT CHARITABLE ACTIVITY$1,500
GREATER FW COMMUNITY CHARITIES
3850 SILVERTON CIRCLE SUITE 1301FORT WORTHTX76133PUBLICTO SUPPORT CHARITABLE ACTIVITY$1,000
THE HOPE CENTER
4101 W GREEN OAKS ROAD 305ARLINGTONTX76016PUBLICTO SUPPORT CHARITABLE ACTIVITY$1,000
LIGHTHOUSE FOR THE BLIND - FT WORTH
912 WEST BROADWAYFORT WORTHTX76104PUBLICTO SUPPORT CHARITABLE ACTIVITY$1,000
LONE STAR LIFESAVERS
2330 ISTLETOE DRIVEFORT WORTHTX76110PUBLICTO SUPPORT CHARITABLE ACTIVITY$1,000
LONGHORN COUNCIL BSA
PO BOX 54190HURSTTX76054PUBLICTO SUPPORT CHARITABLE ACTIVITY$2,500
MARSHAL DIRECT FUND
PO BOX 4477ASPENCO81612PUBLICTO SUPPORT CHARITABLE ACTIVITY$5,000
MIRACLE FLIGHT FOR KIDS
2764 N GREEN VALLEY PARKWAY 115GREEN VALLEYNV89014PUBLICTO SUPPORT CHARITABLE ACTIVITY$1,000
MOBILE RECREATION DAY CAMP
4200 S FREEWAY 2200FORT WORTHTX76115PUBLICTO SUPPORT CHARITABLE ACTIVITY$500
MOTHERS MILK BANK
600 WEST MAGNOLIA AVENUEFORT WORTHTX76104PUBLICTO SUPPORT CHARITABLE ACTIVITY$600
PARENTING CENTER OF TARRANT COUNTY
2928 WEST FIFTH STREETFORT WORTHTX76107PUBLICTO SUPPORT CHARITABLE ACTIVITY$1,000
ROARING FORK CONSERVANCY
PO BOX 3349BASALTCO81621PUBLICTO SUPPORT CHARITABLE ACTIVITY$100
SAFE HAVEN
8701 BEDFORD EULESS RD SUITE 600HURSTTX76053PUBLICTO SUPPORT CHARITABLE ACTIVITY$1,500
SCENIC FORT WORTH
PO BOX 101264FORT WORTHTX76185PUBLICTO SUPPORT CHARITABLE ACTIVITY$500
SNOWBALL EXPRESS
PO BOX 650002DALLASTX75265PUBLICTO SUPPORT CHARITABLE ACTIVITY$500
ST JOHN LUTHERAN CHURCH
1218 E DEBBIE LANEMANSFIELDTX76063PUBLICTO SUPPORT CHARITABLE ACTIVITY$1,000
SUSAN G KOMEN FORT WORTH
PO BOX 297080FORT WORTHTX76129PUBLICTO SUPPORT CHARITABLE ACTIVITY$1,000
TARRYTOWN UNITED METHODIST CHURCH
PO BOX 5566AUSTINTX78763PUBLICTO SUPPORT CHARITABLE ACTIVITY$1,000
TEXAS ACADEMY OF FIGURATIVE ART
415 SOUTH MAIN STREETFORT WORTHTX76104PUBLICTO SUPPORT CHARITABLE ACTIVITY$1,000
TEXAS BAPTIST MEN
5351 CATRONDALLASTX75227PUBLICTO SUPPORT CHARITABLE ACTIVITY$5,000
TEXAS OFFENDERS REENTRY INITIATIVE
67777 W KIEST BLVDDALLASTX75236PUBLICTO SUPPORT CHARITABLE ACTIVITY$1,000
TRISOMY 18 FOUNDATION
4491 CHESHIRE STATION PLAZA SUITE 1DALE CITYVA22193PUBLICTO SUPPORT CHARITABLE ACTIVITY$1,000
UNIVERSITY LITTLE LEAGUE
3000 S HULEN 124FORT WORTHTX76109PUBLICTO SUPPORT CHARITABLE ACTIVITY$1,500
WARRIORS WEEKEND
PO BOX 2052VICTORIATX77902PUBLICTO SUPPORT CHARITABLE ACTIVITY$500
WHITE RIVER NATIONAL FOREST
620 MAIN STREETCARBONDALECO81623PUBLICTO SUPPORT CHARITABLE ACTIVITY$2,000
WOMENS CENTER
1723 HEMPHILLFORT WORTHTX76110PUBLICTO SUPPORT CHARITABLE ACTIVITY$1,000
WOUNDED WARRIORS
4899 BELFORT RD SUITE 300JACKSONVILLEFL32256PUBLICTO SUPPORT CHARITABLE ACTIVITY$5,000
YWCA OF FORT WORTH & TARRANT COUNTY
512 W 4TH STREETFORT WORTHTX76102PUBLICTO SUPPORT CHARITABLE ACTIVITY$5,000
AGRICULTURAL DEVELOPMENT FUND
PO BOX 150FORT WORTHTX76101PUBLICTO SUPPORT CHARITABLE ACTIVITY$100
GRACE AFTER FIRE
PO BOX 185804FORT WORTHTX76181PUBLICTO SUPPORT CHARITABLE ACTIVITY$250
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$506,093TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$536ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$289,506ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$75,770RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$290,042ExclusionAmt
Related Or Exempt Function Incm$75,770RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$365,812TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonJS JL DUBOSE 2005 CHARITABLE LEAD AContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 2990AddressLine1Txt
CityFORT WORTHCityNm
State AbbreviationTXStateAbbreviationCd
ZIP76113ZIPCd
FieldValueIRS element (for citing)
Total Contributions$1,323,558TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryJSD/JLD MANA. ACCTCategoryTxt
Amt$750Amt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescNONEDesc

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

FieldValueIRS element (for citing)
AssetVANGUARD CAPITAL GAIN DISTRIBUTIONSAssetDesc
Gross Sales Price$75,770GrossSalesPriceAmt
Total Net$75,770TotalNetAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
VANGUARD HIGH YIELD FUND$449,220$451,665
VANGUARD INTERMEDIATE TERM FUND$1,118,358$1,222,923
VANGUARD MIDCAP INDEX FUND$637,513$885,905
VANGUARD GLOBAL EQUITY FUND$1,540,909$1,742,964
VANGUARD 500 INDEX FUND$986,365$1,374,209
VANGUARD SMALL CAP INDEX FUND$640,897$865,062
VANGUARD WINDSOR FUND$576,837$683,750
VANGUARD INTERMEDIATE TERM TREASURY FUND ADMIRAL$286,732$296,281
VANGUARD WINDSOR II FUND$598,504$647,007
VANGUARD GNMA FUND$1,562,117$1,577,610
VANGUARD HIGH DIVIDEND YIELD$2,174,480$2,969,131

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryBWW LEGALCategoryTxt
Legal Fees$3,615LegalFeesAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAXES$1,285$1,285
EXCISE TAXES$4,577
PAYROLL TAXES$3,672$1,836
OTHER