DUBOSE FAMILY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- DUBOSE FAMILY FOUNDATION (EIN 20-1588677)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-08-14
- IRS object ID
- 201402269349101215
- Schema version
- 2013v3.1
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Assets Schedule
- Other Assets Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-08-14T15:15:25-07:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JSDJLD Management LLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2624 West Freeway | AddressLine1 |
| City | Fort Worth | City |
| State | TX | State |
| ZIP Code | 76102 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201588677 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DUBOSE FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DUBO | BusinessNameControlTxt |
| Phone | 8173902202 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2990 | AddressLine1 |
| City | FORT WORTH | City |
| State | TX | State |
| ZIP Code | 76113 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANNA ADAMS DUBOSE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8173902202 | PhoneNum |
| Signature | 2014-04-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | D BRAD OGLE | PreparerPersonNm |
| Phone | 8178779068 | PhoneNum |
| Preparation | 2014-08-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $13,354,302 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,323,558 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $246 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $246 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $229,421 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $229,421 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $26,691 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $26,691 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $26,691 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,579,916 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $256,358 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $48,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $24,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $270 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $375 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $8,563 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,151 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $57,583 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $27,526 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $401,721 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $401,721 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $459,304 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $27,526 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $401,721 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,120,612 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $228,832 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,926,451 | CashBOYAmt |
| Cash EOY | $1,295,846 | CashEOYAmt |
| Cash EOYFMV | $1,295,846 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $938,344 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $438,940 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $438,940 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $11,798 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $8,222 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $8,222 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $5,953,784 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,207,981 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $11,611,294 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $10,830,377 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,950,989 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,354,302 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $10,830,377 | RetainedEarningBOYAmt |
| Retained Earning EOY | $11,950,989 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,830,377 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,950,989 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,830,377 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,950,989 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,830,377 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,120,612 | ExcessRevenueOverExpensesAmt |
| Subtotal | $11,950,989 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $11,950,989 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | VANGUARD CAPITAL GAIN DISTRIBUTIONS | PropertyDesc |
| How Acquired | D | HowAcquiredCd |
| Acquired | 2005-01-01 | AcquiredDt |
| Sold | 2013-12-31 | SoldDt |
| Gross Sales Price | $26,691 | GrossSalesPriceAmt |
| Depreciation | $0 | DepreciationAmt |
| Cost Or Other Basis | $0 | CostOrOtherBasisAmt |
| Gain Or Loss | $26,691 | GainOrLossAmt |
| FMV As Of123169 | $0 | FMVAsOf123169Amt |
| Adjusted Basis As Of123169 | $0 | AdjustedBasisAsOf123169Amt |
| Excess FMV Over Adjusted Bss | $0 | ExcessFMVOverAdjustedBssAmt |
| Gains Minus Excess Or Losses | $26,691 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $26,691 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $413,726 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $9,664,412 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.042809 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $346,840 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $8,494,474 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.040831 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $345,410 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,410,954 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.053878 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $502,220 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,275,999 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.095190 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $414,486 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,778,659 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.086737 | DistributionYr5Rt |
| Total Distribution | 0.319445 | TotalDistributionRt |
| Average Distribution | 0.063889 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $11,628,219 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $742,915 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,288 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $745,203 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $401,721 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,577 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,577 | SubtotalAmt |
| Tax Based On Investment Income | $4,577 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,222 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $8,222 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$8,222 | OriginalReturnOverpaymentAmt |
| Overpayment | $3,645 | OverpaymentAmt |
| Applied To ES Tax | $3,645 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ANNA ADAMS DUBOSE | IndividualWithBooksNm |
| Phone | 8173902202 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2624 WEST FREEWAY | AddressLine1 |
| City | FORT WORTH | City |
| State | TX | State |
| ZIP Code | 76102 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JAMES S DUBOSE | ||||||||
| 2624 WEST FREEWAY | FORT WORTH | TX | 76102 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JAMES E DUBOSE | ||||||||
| 2624 WEST FREEWAY | FORT WORTH | TX | 76102 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CHRISTOPHER J KEYLAND | ||||||||
| 2624 WEST FREEWAY | FORT WORTH | TX | 76102 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KATHRYN J ROBERTS | ||||||||
| 2624 WEST FREEWAY | FORT WORTH | TX | 76102 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ANNA A DUBOSE | ||||||||
| 2624 WEST FREEWAY | FORT WORTH | TX | 76102 | PRESIDENT | 20.00 | $48,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $11,316,479 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $488,819 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,805,298 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $11,805,298 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $177,079 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,628,219 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $581,411 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $581,411 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,577 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,577 | TotalTaxAmt |
| Distributable Before Adj | $576,834 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $576,834 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $576,834 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $401,721 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $401,721 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $401,721 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $576,834 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $76,819 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $239,675 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $35,215 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $351,709 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $401,721 | QualifyingDistributionsAmt |
| Applied To Current Year | $401,721 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $175,113 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $175,113 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $176,596 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $176,596 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $141,381 | ExcessFromYear4Amt |
| Excess From Year3 | $35,215 | ExcessFromYear3Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ANNA ADAMS DUBOSE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2624 WEST FREEWAY | AddressLine1 |
| City | FORT WORTH | City |
| State | TX | State |
| ZIP Code | 76102 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8173902202 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN REQUEST IN LETTER FORM, PURPOSE OR PROPOSED USE OF GRANT OR DONATION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (94 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMPHIBIAN STAGE PRODUCTION | ||||||
| 120 S MAIN ST | FORT WORTH | TX | 76104 | PUBLIC | TO SUPPORT CHARITABLE ACTIVITY | $3,012 |
| ASPEN SANTA FE BALLET | ||||||
| 0245 SAGE WAY | ASPEN | CO | 81611 | PUBLIC | TO SUPPORT CHARITABLE ACTIVITY | $100 |
| AIDS OUTREACH CENTER | ||||||
| 400 NORTH BEACH | FORT WORTH | TX | 76111 | PUBLIC | TO SUPPORT CHARITABLE ACTIVITY | $500 |
| ALEDO HIGH SCHOOL | ||||||
| 1000 BAILEY RANCH ROAD | ALEDO | TX | 76008 | PUBLIC | TO SUPPORT CHARITABLE ACTIVITY | $500 |
| BOTANICAL RESEARCH OF TEXAS | ||||||
| 1700 UNIVERSITY DR | FORT WORTH | TX | 76107 | PUBLIC | TO SUPPORT CHARITABLE ACTIVITY | $1,000 |
| CHRISTIAN COMMUNITY ACTION | ||||||
| 200 SOUTH MILL ST | LEWISVILLE | TX | 75057 | PUBLIC | TO SUPPORT CHARITABLE ACTIVITY | $1,000 |
| AMERICAN RED CROSS | ||||||
| 601 NE 6TH STREET | OKC | OK | 73104 | PUBLIC | TO SUPPORT CHARITABLE ACTIVITY | $3,500 |
| AMERICAN RED CROSS | ||||||
| 444 SHERMAN ST | DENVER | CO | 80203 | PUBLIC | TO SUPPORT CHARITABLE ACTIVITY | $10,000 |
| AMERICAN RED CROSS | ||||||
| PO BOX 4002018 | DES MOINES | IA | 50340 | PUBLIC | TO SUPPORT CHARITABLE ACTIVITY | $5,000 |
| CUISINE FOR HEALING | ||||||
| 4150 INTERNATIONAL PLAZA SUITE 600 | FORT WORTH | TX | 76109 | PUBLIC | TO SUPPORT CHARITABLE ACTIVITY | $500 |
| DOWN FOR WELLNESS | ||||||
| 907 PINEHURST | ARLINGTON | TX | 76012 | PUBLIC | TO SUPPORT CHARITABLE ACTIVITY | $500 |
| EASTER SEALS CENTRAL TEXAS | ||||||
| 1611 HEADWAY CIRCLE BLDG 2 | AUSTIN | TX | 78754 | PUBLIC | TO SUPPORT CHARITABLE ACTIVITY | $2,000 |
| FORT WORTH POLIC OFFICERS FOUNDATION | ||||||
| PO BOX 17695 | FORT WORTH | TX | 76102 | PUBLIC | TO SUPPORT CHARITABLE ACTIVITY | $500 |
| ASPEN COUNTRY DAY SCHOOL | ||||||
| 3 MUSIC SCHOOL RD | ASPEN | CO | 81611 | PUBLIC | TO SUPPORT CHARITABLE ACTIVITY | $5,000 |
| ASPEN COMMUNITY CHURCH | ||||||
| 200 E BLEEKER STREET | ASPEN | CO | 81611 | PUBLIC | TO SUPPORT CHARITABLE ACTIVITY | $55,000 |
| ASPEN MUSIC FESTIVAL & SCHOOL | ||||||
| 2 MUSIC SCHOOL ROAD | ASPEN | CO | 81611 | PUBLIC | TO SUPPORT CHARITABLE ACTIVITY | $1,000 |
| AUSTIN CHILDREN'S SHELTER | ||||||
| 4800 MANOR ROAD | AUSTIN | TX | 78723 | PUBLIC | TO SUPPORT CHARITABLE ACTIVITY | $5,000 |
| AUSTIN HABITAT FOR COMMUNITY | ||||||
| 310 COMAL 100 | AUSTIN | TX | 78702 | PUBLIC | TO SUPPORT CHARITABLE ACTIVITY | $3,000 |
| AUSTIN PARKS FOUNDATION | ||||||
| PO BOX 300369 | AUSTIN | TX | 78703 | PUBLIC | TO SUPPORT CHARITABLE ACTIVITY | $500 |
| BOOKSPRING | ||||||
| PO BOX 143147 | AUSTIN | TX | 78714 | PUBLIC | TO SUPPORT CHARITABLE ACTIVITY | $500 |
| FORT WORTH STOCK SHOWS SYNDICATE | ||||||
| PO BOX 17005 | FORT WORTH | TX | 76102 | PUBLIC | TO SUPPORT CHARITABLE ACTIVITY | $100 |
| GRAPEVINE RELIEF AND COMMUNITY EXCHANGE | ||||||
| PO BOX 412 | GRAPEVINE | TX | 76099 | PUBLIC | TO SUPPORT CHARITABLE ACTIVITY | $1,000 |
| CAPITAL AREA FOOD BANK OF TEXAS | ||||||
| 8201 SOUTH CONGRESS | AUSTIN | TX | 78745 | PUBLIC | TO SUPPORT CHARITABLE ACTIVITY | $2,000 |
| CARITAS OF AUSTIN | ||||||
| PO BOX 1947 | AUSTIN | TX | 78767 | PUBLIC | TO SUPPORT CHARITABLE ACTIVITY | $2,500 |
| CASA OF TRAVIS COUNTY | ||||||
| 7701 N LAMAR | AUSTIN | TX | 78752 | PUBLIC | TO SUPPORT CHARITABLE ACTIVITY | $2,000 |
| JARVIS CHRISTIAN COLLEGE | ||||||
| PO BOX 1470 | HAWKINS | TX | 75765 | PUBLIC | TO SUPPORT CHARITABLE ACTIVITY | $1,000 |
| JEWEL CHARITY | ||||||
| 5020 COLLINWOOD AVE SUITE 400 | FORT WORTH | TX | 76107 | PUBLIC | TO SUPPORT CHARITABLE ACTIVITY | $500 |
| JEVENILE DIABETES RESEARCH FOUNDATION | ||||||
| 3601 HULEN ST 102 | FORT WORTH | TX | 76107 | PUBLIC | TO SUPPORT CHARITABLE ACTIVITY | $100 |
| COMMUNITY ENRICHMENT CENTER | ||||||
| 6250 NE LOOP 820 | N RICHLAND HILLS | TX | 76180 | PUBLIC | TO SUPPORT CHARITABLE ACTIVITY | $1,500 |
| COMMUNITY PARTNERS OF TARRANT COUNTY | ||||||
| 2700 BEN AVENUE | FORT WORTH | TX | 76103 | PUBLIC | TO SUPPORT CHARITABLE ACTIVITY | $1,000 |
| DELL CHILDRENS MEDICAL CENTER | ||||||
| 4900 MUELLER | AUSTIN | TX | 78752 | PUBLIC | TO SUPPORT CHARITABLE ACTIVITY | $2,000 |
| EASTER SEALS - NORTH TEXAS | ||||||
| 1424 HEMPHILL STREET | FORT WORTH | TX | 76104 | PUBLIC | TO SUPPORT CHARITABLE ACTIVITY | $16,000 |
| FERTILE VALLEY MINISTRIES | ||||||
| 2418 MONTERREY STREET | ARLINGTON | TX | 76015 | PUBLIC | TO SUPPORT CHARITABLE ACTIVITY | $1,000 |
| FIRST UNITED METHODIST CHURCH | ||||||
| 800 WEST FIFTH STREET | FORT WORTH | TX | 76102 | PUBLIC | TO SUPPORT CHARITABLE ACTIVITY | $60,000 |
| LAKE FORK COMMUNITY FOUNDATION | ||||||
| PO BOX 322 | LAKE CITY | CO | 81235 | PUBLIC | TO SUPPORT CHARITABLE ACTIVITY | $100 |
| LENA POPE HOME | ||||||
| 3131 SANGUINET STREET | FORT WORTH | TX | 76107 | PUBLIC | TO SUPPORT CHARITABLE ACTIVITY | $1,000 |
| FORT WORTH COUNTRY DAY SCHOOL | ||||||
| 4200 COUNTRY DAY LANE | FORT WORTH | TX | 76109 | PUBLIC | TO SUPPORT CHARITABLE ACTIVITY | $10,000 |
| FORT WORTH INDEPENDENT SCHOOL DISTRICT | ||||||
| 1000 N UNIVERSITY DRIVE 260 | FORT WORTH | TX | 76107 | PUBLIC | TO SUPPORT CHARITABLE ACTIVITY | $1,000 |
| FORT WORTH OPERA | ||||||
| 1300 GENDY STREET | FORT WORTH | TX | 76107 | PUBLIC | TO SUPPORT CHARITABLE ACTIVITY | $1,000 |
| FORT WORTH SYMPHONY ORCHESTRA | ||||||
| PO BOX 2587 | FORT WORTH | TX | 76113 | PUBLIC | TO SUPPORT CHARITABLE ACTIVITY | $4,650 |
| MD ANDERSON CANCER CENTER | ||||||
| PO BOX 4464 | HOUSTON | TX | 77210 | PUBLIC | TO SUPPORT CHARITABLE ACTIVITY | $1,000 |
| GREATER FORT WORTH AREA CIVIC LEADERS ASSOCIATION | ||||||
| PO BOX 43029 | FORT WORTH | TX | 76162 | PUBLIC | TO SUPPORT CHARITABLE ACTIVITY | $1,000 |
| MARGO DEAN BALLET CONCERTO | ||||||
| 3803 CAMP BOWIE BLVD | FORT WORTH | TX | 76107 | PUBLIC | TO SUPPORT CHARITABLE ACTIVITY | $4,000 |
| MODERN ART MUSEUM | ||||||
| 3200 DARNELL ST | FORT WORTH | TX | 76107 | PUBLIC | TO SUPPORT CHARITABLE ACTIVITY | $834 |
| HOSPICE AUSTIN | ||||||
| 4107 SPICEWOOD SPRINGS ROAD 100 | AUSTIN | TX | 78759 | PUBLIC | TO SUPPORT CHARITABLE ACTIVITY | $2,000 |
| HUGWORKS | ||||||
| 752 MARY DRIVE | HURST | TX | 76053 | PUBLIC | TO SUPPORT CHARITABLE ACTIVITY | $2,000 |
| INDEPENDENCE PASS | ||||||
| PO BOX 1700 | ASPEN | CO | 81612 | PUBLIC | TO SUPPORT CHARITABLE ACTIVITY | $500 |
| JUNIOR LEAGUE OF FORT WORTH | ||||||
| 255 BAILEY AVENUE | FORT WORTH | TX | 76107 | PUBLIC | TO SUPPORT CHARITABLE ACTIVITY | $2,000 |
| JUNIOR LEAGUE OF AUSTIN | ||||||
| 5416 PARKCREST SUITE 100 | AUSTIN | TX | 78731 | PUBLIC | TO SUPPORT CHARITABLE ACTIVITY | $4,000 |
| KERA TV | ||||||
| 3000 HARRY HINES BLVD | DALLAS | TX | 75201 | PUBLIC | TO SUPPORT CHARITABLE ACTIVITY | $3,000 |
| PRESBYTERIAN NIGHT SHELTER | ||||||
| PO BOX 2645 | FORT WORTH | TX | 76113 | PUBLIC | TO SUPPORT CHARITABLE ACTIVITY | $2,500 |
| LIFEGIFT - SOUTHEAST REGION | ||||||
| 2510 WESTRIDGE STREET | HOUSTON | TX | 76107 | PUBLIC | TO SUPPORT CHARITABLE ACTIVITY | $2,000 |
| KIMBELL ART MUSEUM | ||||||
| 3333 CAMP BOWIE BLVD | FORT WORTH | TX | 76107 | PUBLIC | TO SUPPORT CHARITABLE ACTIVITY | $1,425 |
| RUTH CARTER STEVENSON MEMORIAL FUND | ||||||
| 3501 CAMP BOWIE BLVD | FORT WORTH | TX | 76107 | PUBLIC | TO SUPPORT CHARITABLE ACTIVITY | $500 |
| MANOS DE CRISTO | ||||||
| 4911 HARMON AVENUE | AUSTIN | TX | 78751 | PUBLIC | TO SUPPORT CHARITABLE ACTIVITY | $2,000 |
| RV JONES SCHOLARSHIP FUND | ||||||
| 1816 HIGH VISTA CT | FORT WORTH | TX | 76112 | PUBLIC | TO SUPPORT CHARITABLE ACTIVITY | $1,500 |
| SALVATION ARMY | ||||||
| 1855 EAST LANCASTER | FORT WORTH | TX | 76103 | PUBLIC | TO SUPPORT CHARITABLE ACTIVITY | $5,000 |
| MARINE TOYS FOR TOTS | ||||||
| PO BOX 4002896 | DES MOINES | IA | 50340 | PUBLIC | TO SUPPORT CHARITABLE ACTIVITY | $500 |
| MEALS ON WHEELS - AUSTIN | ||||||
| 3227 EAST 5TH STREET | AUSTIN | TX | 78752 | PUBLIC | TO SUPPORT CHARITABLE ACTIVITY | $2,000 |
| MEALS ON WHEELS OF TARRANT COUNTY | ||||||
| 320 SOUTH FREEWAY | FORT WORTH | TX | 76104 | PUBLIC | TO SUPPORT CHARITABLE ACTIVITY | $500 |
| MENTAL HEALTH AMERICA OF TARRANT COUNTY | ||||||
| 3136 WEST 4TH STREET | FORT WORTH | TX | 76107 | PUBLIC | TO SUPPORT CHARITABLE ACTIVITY | $500 |
| MOUNTAIN RESCUE - ASPEN | ||||||
| 630 WEST MAIN STREET | ASPEN | CO | 81611 | PUBLIC | TO SUPPORT CHARITABLE ACTIVITY | $2,500 |
| TEXAS HEALTH HARRIS FOUNDATION | ||||||
| PO BOX 200068 | ARLINGTON | TX | 76006 | PUBLIC | TO SUPPORT CHARITABLE ACTIVITY | $3,000 |
| SYMPHONY LEAGUE OF FORT WORTH | ||||||
| PO BOX 101716 | FORT WORTH | TX | 76185 | PUBLIC | TO SUPPORT CHARITABLE ACTIVITY | $500 |
| PLANNED PARENTHOOD | ||||||
| 7424 GREENVILLE AVENUE 206 | DALLAS | TX | 75231 | PUBLIC | TO SUPPORT CHARITABLE ACTIVITY | $9,460 |
| PREGNANCY HELP 4 U | ||||||
| 425 KELLER PARKWAY | KELLER | TX | 76248 | PUBLIC | TO SUPPORT CHARITABLE ACTIVITY | $400 |
| TEXAS RE-ENTRY SERVICES | ||||||
| 1408 ST LOUIS AV | FORT WORTH | TX | 76104 | PUBLIC | TO SUPPORT CHARITABLE ACTIVITY | $1,000 |
| THOMPSON DIVIDE COALITION | ||||||
| PO BOX 2045 | CARBONDALE | CO | 81623 | PUBLIC | TO SUPPORT CHARITABLE ACTIVITY | $5,000 |
| UNION GOSPEL MISSION | ||||||
| PO BOX 2144 | FORT WORTH | TX | 76113 | PUBLIC | TO SUPPORT CHARITABLE ACTIVITY | $1,000 |
| RONALD MCDONALD HOUSE FORT WORTH | ||||||
| 1004 7TH AVENUE | FORT WORTH | TX | 76104 | PUBLIC | TO SUPPORT CHARITABLE ACTIVITY | $1,000 |
| US FUND FOR UNICEF | ||||||
| 125 MAIDEN LANE | NEW YORK | NY | 10038 | PUBLIC | TO SUPPORT CHARITABLE ACTIVITY | $6,000 |
| VAN CLIBURN FOUNDATION | ||||||
| 2525 RIDGMAR BLVD 307 | FORT WORTH | TX | 76116 | PUBLIC | TO SUPPORT CHARITABLE ACTIVITY | $250 |
| SAFE PLACE | ||||||
| PO BOX 19454 | AUSTIN | TX | 78760 | PUBLIC | TO SUPPORT CHARITABLE ACTIVITY | $1,000 |
| WILDERNESS WORKSHOP | ||||||
| PO BOX 1442 | CARBONDALE | CO | 81623 | PUBLIC | TO SUPPORT CHARITABLE ACTIVITY | $3,500 |
| WILDWOOD SCHOOL | ||||||
| 241 WILDWOOD LANE | ASPEN | CO | 81611 | PUBLIC | TO SUPPORT CHARITABLE ACTIVITY | $5,000 |
| SALVATION ARMY AUSTIN | ||||||
| 4216 S CONGRESS | AUSTIN | TX | 78745 | PUBLIC | TO SUPPORT CHARITABLE ACTIVITY | $2,000 |
| WOUNDED WARRIOR PROJECT | ||||||
| PO BOX 758540 | TOPEKA | KS | 66675 | PUBLIC | TO SUPPORT CHARITABLE ACTIVITY | $100 |
| SERVICE MEMBERS RELIEF FUND | ||||||
| 1510 CHENNAULT AVENUE | FORT WORTH | TX | 76127 | PUBLIC | TO SUPPORT CHARITABLE ACTIVITY | $2,000 |
| YOUTH ORCHESTRA OF GREATER FORT WORTH | ||||||
| 4401 TRAIL LAKE DR | FORT WORTH | TX | 76109 | PUBLIC | TO SUPPORT CHARITABLE ACTIVITY | $1,000 |
| SMITHSONIAN INSTITUTION | ||||||
| PO BOX 96263 | WASHINGTON | DC | 20090 | PUBLIC | TO SUPPORT CHARITABLE ACTIVITY | $100 |
| STRIPLING MIDDLE SCHOOL | ||||||
| 2100 CLOVER LANE | FORT WORTH | TX | 76107 | PUBLIC | TO SUPPORT CHARITABLE ACTIVITY | $12,000 |
| TARRANT AREA FOOD BANK | ||||||
| PO BOX 11527 | FORT WORTH | TX | 76110 | PUBLIC | TO SUPPORT CHARITABLE ACTIVITY | $3,250 |
| TEXAS BALLET THEATER | ||||||
| 1540 MALL CIRCLE | FORT WORTH | TX | 76116 | PUBLIC | TO SUPPORT CHARITABLE ACTIVITY | $7,480 |
| USO | ||||||
| PO BOX 96860 | WASHINGTON | DC | 20077 | PUBLIC | TO SUPPORT CHARITABLE ACTIVITY | $1,000 |
| TEXAS ASSOCIATION FOR THE BLIND | ||||||
| PO BOX 14200 | ARLINGTON | TX | 76094 | PUBLIC | TO SUPPORT CHARITABLE ACTIVITY | $500 |
| TEXAS WESLEYAN UNIVERSITY | ||||||
| 1201 WESLEYAN | FORT WORTH | TX | 76105 | PUBLIC | TO SUPPORT CHARITABLE ACTIVITY | $30,000 |
| TOWN LAKE TRAIL FOUNDATION | ||||||
| PO BOX 5195 | AUSTIN | TX | 78763 | PUBLIC | TO SUPPORT CHARITABLE ACTIVITY | $10,000 |
| WHOLE KIDS FOUNDATION | ||||||
| 550 BOWIE ST | AUSTIN | TX | 78703 | PUBLIC | TO SUPPORT CHARITABLE ACTIVITY | $7,000 |
| UNIVERSITY HEALTH SYSTEM FOUNDATION | ||||||
| 4502 MEDICAL DR MS 18 | SAN ANTONIO | TX | 78229 | PUBLIC | TO SUPPORT CHARITABLE ACTIVITY | $5,000 |
| UNITED WAY | ||||||
| 1500 N MAIN ST | FORT WORTH | TX | 76164 | PUBLIC | TO SUPPORT CHARITABLE ACTIVITY | $23,360 |
| WESTAR INSTITUTE | ||||||
| 900 STATE STREET | SALEM | OR | 97301 | PUBLIC | TO SUPPORT CHARITABLE ACTIVITY | $5,000 |
| UNIVERSITY OF TEXAS | ||||||
| PO BOX 7458 | AUSTIN | TX | 78713 | PUBLIC | TO SUPPORT CHARITABLE ACTIVITY | $2,500 |
| VANDERBILT UNIVERSITY | ||||||
| 2301 VANDERBILT PLACE | NASHVILLE | TN | 37203 | PUBLIC | TO SUPPORT CHARITABLE ACTIVITY | $2,000 |
| WARM PLACE | ||||||
| 809 LIPSCOMB | FORT WORTH | TX | 76104 | PUBLIC | TO SUPPORT CHARITABLE ACTIVITY | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $401,721 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $246 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $229,421 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $26,691 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $256,358 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $256,358 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | JS JL DUBOSE 2005 CHARITABLE LEAD A | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2990 | AddressLine1 |
| City | FORT WORTH | City |
| State | TX | State |
| ZIP Code | 76113 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,323,558 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | JSD/JLD MANA. LEGAL | CategoryTxt |
| Amt | $750 | Amt |
| Net Investment Income | $375 | NetInvestmentIncomeAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD HIGH YIELD FUND | $424,260 | $431,444 |
| VANGUARD INTERMEDIATE TERM FUND | $1,077,060 | $1,143,373 |
| VANGUARD MIDCAP INDEX FUND | $626,268 | $778,715 |
| VANGUARD GLOBAL EQUITY FUND | $1,514,209 | $1,671,015 |
| VANGUARD 500 INDEX FUND | $961,215 | $1,209,242 |
| VANGUARD SMALL CAP INDEX FUND | $628,685 | $804,700 |
| VANGUARD WINDSOR FUND | $538,223 | $611,000 |
| VANGUARD INTERMEDIATE TERM TREASURY FUND ADMIRAL | $280,607 | $283,737 |
| VANGUARD WINDSOR II FUND | $542,334 | $581,537 |
| VANGUARD GNMA FUND | $1,519,437 | $1,477,732 |
| VANGUARD HIGH DIVIDEND YIELD | $2,095,683 | $2,618,799 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BWW LEGAL | CategoryTxt |
| Legal Fees | $270 | LegalFeesAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INCOME | Desc |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INCOME | Desc |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INCOME | Desc |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $1,315 | $1,315 |
| EXCISE TAXES | $3,576 | |
| PAYROLL TAXES | $3,672 | $1,836 |
| OTHER |