DUBOSE FAMILY FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- DUBOSE FAMILY FOUNDATION (EIN 20-1588677)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-08-14
- IRS object ID
- 201222279349100822
- Schema version
- 2011v1.2
- 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) |
|---|---|---|
| Timestamp | 2012-08-14T12:46:40-07:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JSDJLD MANAGEMENT LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201588677 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DUBOSE FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | DUBO | NameControl |
| Phone | 8173902202 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KATHRYN J ROBERTS | Name |
| Title | PRESIDENT | Title |
| Phone | 8173902202 | Phone |
| Date Signed | 2012-08-03 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | D BRAD OGLE | Name |
| Phone | 8178779068 | Phone |
| Date Prepared | 2012-08-14 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 9682681 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 1323558 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 2113 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 2113 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 159231 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 159231 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 26028 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 26028 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 26028 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 1510930 | TotalRevenueAndExpenses |
| Total Net Investment Income | 187372 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 48000 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 24000 | CompOfcrDirTrstNetInvstIncm |
| Legal Fees Rev And Expnss | 463 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 231 | LegalFeesNetInvstIncm |
| Accounting Fees Rev And Expnss | 750 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 375 | AccountingFeesNetInvstIncm |
| Taxes Rev And Expnss | 11394 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 2674 | TaxesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 60607 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 27280 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 346840 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 346840 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 407447 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 27280 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 346840 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 1103483 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 160092 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 3663058 | CashBOY |
| Cash EOY | 3081866 | CashEOY |
| Cash EOYFMV | 3081868 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 2033875 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 1837810 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 1837810 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 2970646 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 4851386 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 4762953 | InvestmentsCorpStockEOYFMV |
| Other Assets BOY | 50 | OtherAssetsBOY |
| Other Assets EOY | 50 | OtherAssetsEOY |
| Other Assets EOYFMV | 50 | OtherAssetsEOYFMV |
| Total Assets BOY | 8667629 | TotalAssetsBOY |
| Total Assets EOY | 9771112 | TotalAssetsEOY |
| Total Assets EOYFMV | 9682681 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 8667629 | RetainedEarningsBOY |
| Retained Earnings EOY | 9771112 | RetainedEarningsEOY |
| Total Net Assets BOY | 8667629 | TotalNetAssetsBOY |
| Total Net Assets EOY | 9771112 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 8667629 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 9771112 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 8667629 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 1103483 | ExcessOfRevenueOverExpenses |
| Subtotal | 9771112 | Subtotal |
| Total Net Assets Fund Balances EOY | 9771112 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | VANGUARD - CAPITAL GAIN DISTRIBUTIONS | DescriptionOfAsset |
| How Acquired | D | HowAcquired |
| Date Acquired | 2005-01-01 | DateAcquired |
| Date Sold | 2011-12-31 | DateSold |
| Gross Sales Price | 26028 | GrossSalesPrice |
| Depreciation | 0 | Depreciation |
| Cost Or Other Basis | 0 | CostOrOtherBasis |
| Gain Or Loss | 26028 | GainOrLoss |
| FMV As Of123169 | 0 | FMVAsOf123169 |
| Adjusted Basis As Of123169 | 0 | AdjustedBasisAsOf123169 |
| Excess Of FMV Over Adjusted Basis | 0 | ExcessOfFMVOverAdjustedBasis |
| Gains Minus Excess Or Losses | 26028 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 26028 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 345410 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 6410954 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.053878 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 502220 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 5275999 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.095190 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 414486 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 4778659 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.086737 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 261487 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 3739798 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.069920 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 48099 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 2404879 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.020001 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.325726 | TotalDistributionRatio |
| Average Distribution Ratio | 0.065145 | AverageDistributionRatio |
| Net Noncharitable Assets | 8494474 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 553373 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1601 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 554974 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 346840 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 3202 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 3202 | Subtotal |
| Tax Based On Investment Income | 3202 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 15000 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 15000 | TotalCreditsAndPayments |
| Original Return Overpayment | -15000 | OriginalReturnOverpayment |
| Overpayment | 11798 | Overpayment |
| Amount Credited To Next Year | 11798 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | TX | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | KATHRYN J ROBERTS | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 8173902202 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| 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 | PRESIDENT | 20.00 | 48000 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 6542626 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 2081205 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 8623831 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 8623831 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 129357 | CashDeemedCharitable |
| Net Noncharitable Assets | 8494474 | NetNoncharitableAssets |
| Minimum Investment Return | 424724 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 424724 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 3202 | TaxBasedOnInvestmentIncome |
| Total Tax | 3202 | TotalTax |
| Distributable Amount Before Adj | 421522 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 421522 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 421522 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 346840 | ExpensesAndContributions |
| Qualifying Distributions | 346840 | QualifyingDistributions |
| Adj Qualifying Distributions | 346840 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 421522 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year4 | 37753 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 179667 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 239675 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 35215 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 492310 | TotalExcessDistriCarryover |
| Qualifying Distributions | 346840 | QualifyingDistributions |
| Applied To Current Year | 346840 | AppliedToCurrentYear |
| Excess Distri Cyov App CY Corpus | 74682 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 74682 | ExcessDistriCyovAppliedCY |
| Total Corpus | 417628 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 417628 | ExcessDistriCyovToNextYear |
| Excess From Year3 | 142738 | ExcessFromYear3 |
| Excess From Year2 | 239675 | ExcessFromYear2 |
| Excess From Year1 | 35215 | ExcessFromYear1 |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManager |
| Shareholder Manager | NA | ShareholderManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | KATHRYN J ROBERTS | RecipientName |
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 Number | 8173902202 | RecipientPhoneNumber |
| Form And Info And Materials | WRITTEN REQUEST IN LETTER FORM, PURPOSE OR PROPOSED USE OF GRANT OR DONATION. | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | NONE | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (86 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| ALZHEIMER'S ASSOCIATION | ||||||
| 4329 EXECUTIVE CENTER DR 100 | AUSTIN | TX | 78731 | PUBLIC | SUPPORT CHARITABLE ACTIVITY | $3,000 |
| ASPEN COMMUNITY CHURCH | ||||||
| N ASPEN E BLEEKER STREETS | ASPEN | CO | 81611 | PUBLIC | SUPPORT CHARITABLE ACTIVITY | $25,000 |
| AMERICAN HEART ASSOCIATION | ||||||
| 2630 WEST FREEWAY | FORT WORTH | TX | 76102 | PUBLIC | SUPPORT CHARITABLE ACTIVITY | $10,000 |
| AMERICAN RED CROSS | ||||||
| 1515 S SYLVANIA AVENUE | FORT WORTH | TX | 76111 | PUBLIC | SUPPORT CHARITABLE ACTIVITY | $5,000 |
| ARTHRITIS FOUNDATION | ||||||
| 6080 S HULEN ST | FORT WORTH | TX | 76132 | PUBLIC | SUPPORT CHARITABLE ACTIVITY | $500 |
| ARTS COUNCIL OF FORT WORTH AND TARRANT COUNTY | ||||||
| 1300 GENDY ST | FORT WORTH | TX | 76107 | PUBLIC | SUPPORT CHARITABLE ACTIVITY | $3,000 |
| BOY SCOUTS OF AMERICA | ||||||
| PO BOX 54190 | HURST | TX | 76054 | PUBLIC | SUPPORT CHARITABLE ACTIVITY | $2,010 |
| ALEDO HIGH SCHOOL | ||||||
| 1000 BAILEY RANCH ROAD | ALEDO | TX | 76008 | PUBLIC | SUPPORT CHARITABLE ACTIVITY | $1,300 |
| CAMP FIRE USA | ||||||
| 2700 MEACHAM BLVD | FORT WORTH | TX | 76137 | PUBLIC | SUPPORT CHARITABLE ACTIVITY | $500 |
| BEN HOGAN FOUNDATION | ||||||
| PO BOX 121518 | FORT WORTH | TX | 76121 | PUBLIC | SUPPORT CHARITABLE ACTIVITY | $100 |
| AMERICAN CANCER SOCIETY | ||||||
| 8900 CARPENTER FREEWAY | DALLAS | TX | 75247 | PUBLIC | SUPPORT CHARITABLE ACTIVITY | $500 |
| CAMPAIGN FOR TOBACCO FREE KIDS | ||||||
| 1400 EYE STREET NW 1200 | WASHINGTON | DC | 20005 | PUBLIC | SUPPORT CHARITABLE ACTIVITY | $2,500 |
| AMERICAN LUNG FOUNDAITON | ||||||
| 1301 PENNSYLVANIA AVENUE NW 800 | WASHINGTON | DC | 20004 | PUBLIC | SUPPORT CHARITABLE ACTIVITY | $5,000 |
| COMMUNITY ENRICHMENT CENTER | ||||||
| 6250 NE LOOP 820 | NORTH RICHLAND HILLS | TX | 76180 | PUBLIC | SUPPORT CHARITABLE ACTIVITY | $1,500 |
| ASPEN MUSIC FESTIVAL & SCHOOL | ||||||
| 2 MUSIC SCHOOL ROAD | ASPEN | CO | 81611 | PUBLIC | SUPPORT CHARITABLE ACTIVITY | $1,000 |
| COMMUNITY PARTNERS OF TARRANT COUNTY | ||||||
| 2700 BEN AVENUE | FORT WORTH | TX | 76103 | PUBLIC | SUPPORT CHARITABLE ACTIVITY | $1,000 |
| BREAKTHROUGH AT COUNTRY DAY SCHOOL | ||||||
| 4200 COUNTRY DAY LANE | FORT WORTH | TX | 76109 | PUBLIC | SCHOLARSHIP | $1,000 |
| COUNTRY DAY SCHOOL | ||||||
| 4200 COUNTRY DAY LANE | FORT WORTH | TX | 76109 | PUBLIC | SCHOLARSHIP | $10,000 |
| CHRISTMAS IN THE STOCKYARDS | ||||||
| PO BOX 64203 | FORT WORTH | TX | 76102 | PUBLIC | SUPPORT CHARITABLE ACTIVITY | $1,000 |
| FIRST UNITED METHODIST CHURCH | ||||||
| 800 WEST FIFTH STREET | FORT WORTH | TX | 76102 | PUBLIC | SUPPORT CHARITABLE ACTIVITY | $60,000 |
| FEEDING AMERICA | ||||||
| PO BOX 96749 | WASHINGTON | DC | 20090 | PUBLIC | SUPPORT CHARITABLE ACTIVITY | $3,000 |
| FWISD | ||||||
| 1000 N UNIVERSITY DR 260 | FORT WORTH | TX | 76107 | PUBLIC | SUPPORT CHARITABLE ACTIVITY | $1,000 |
| FORT WORTH MUSEUM OF SCIENCEHISTORY | ||||||
| 1501 MONTGOMERY | FORT WORTH | TX | 76107 | PUBLIC | SUPPORT CHARITABLE ACTIVITY | $5,820 |
| FORT WORTH OPERA | ||||||
| 1300 GENDY STREET | FORT WORTH | TX | 76107 | PUBLIC | SUPPORT CHARITABLE ACTIVITY | $2,000 |
| AUSTIN CHILDRENS SHELTER | ||||||
| 4800 MANOR ROAD | AUSTIN | TX | 78723 | PUBLIC | SUPPORT CHARITABLE ACTIVITY | $3,000 |
| FORT WORTH SYMPHONY AND ORCHESTRA | ||||||
| PO BOX 2587 | FORT WORTH | TX | 76113 | PUBLIC | SUPPORT CHARITABLE ACTIVITY | $4,250 |
| CANCER RESEARCH INSTITUTE | ||||||
| 55 BROADWAY 1802 | NEW YORK | NY | 10006 | PUBLIC | SUPPORT CHARITABLE ACTIVITY | $5,000 |
| CANINES FOR DISABLED KIDS | ||||||
| 299 REDEMPTION ROCK TRAIL SOUTH | PRINCETON | MA | 01541 | PUBLIC | SUPPORT CHARITABLE ACTIVITY | $2,500 |
| CHILD STUDY CENTER | ||||||
| 1300 WEST LANCASTER | FORT WORTH | TX | 76102 | PUBLIC | SUPPORT CHARITABLE ACTIVITY | $2,000 |
| CHRISTIAN WOMEN'S JOB CORPS OF GRANBURY | ||||||
| 1310 WEATHERFORD HIGHWAY BUILDING C | GRANBURY | TX | 76048 | PUBLIC | SUPPORT CHARITABLE ACTIVITY | $1,000 |
| HISTORIC SOUTHSIDE | ||||||
| 1000 THROCKMORTON | FORT WORTH | TX | 76102 | PUBLIC | SUPPORT CHARITABLE ACTIVITY | $500 |
| HUGWORKS | ||||||
| 752 MARY DRIVE | HURST | TX | 76053 | PUBLIC | SUPPORT CHARITABLE ACTIVITY | $2,000 |
| CLARK EDUCATIONAL SERVICES | ||||||
| 2300 WEST MAGNOLIA | FORT WORTH | TX | 76110 | PUBLIC | SUPPORT CHARITABLE ACTIVITY | $1,000 |
| COMMUNITY HOSPICE OF TEXAS | ||||||
| 6100 WESTERN PLACE | FORT WORTH | TX | 76107 | PUBLIC | SUPPORT CHARITABLE ACTIVITY | $100 |
| MANOS DE CRISTO | ||||||
| 4911 HARMON AVENUE | AUSTIN | TX | 78751 | PUBLIC | SUPPORT CHARITABLE ACTIVITY | $1,000 |
| CUISINE FOR HEALING | ||||||
| 4150 INTERNATIONAL PLAZA STE 600 | FORT WORTH | TX | 76109 | PUBLIC | SUPPORT CHARITABLE ACTIVITY | $1,000 |
| FORT WORTH ZOO | ||||||
| 1989 COLONIAL PARKWAY | FORT WORTH | TX | 76110 | PUBLIC | SUPPORT CHARITABLE ACTIVITY | $5,000 |
| EASTER SEALS OF NORTH TEXAS | ||||||
| 1424 HEMPHILL STREET | FORT WORTH | TX | 76104 | PUBLIC | SUPPORT CHARITABLE ACTIVITY | $10,500 |
| PLANNED PARENTHOOD | ||||||
| 7424 GREENVILLE AVE STE 206 | DALLAS | TX | 75231 | PUBLIC | SUPPORT CHARITABLE ACTIVITY | $20,437 |
| GREATER FW AREA CIVIC LEADERS ASSOCIATION | ||||||
| PO BOX 34029 | FORT WORTH | TX | 76162 | PUBLIC | SUPPORT CHARITABLE ACTIVITY | $2,500 |
| EDNA ADAN UNIVERSITY HOSPITAL | ||||||
| PO BOX 49146 | BLAINE | MN | 55449 | PUBLIC | SUPPORT CHARITABLE ACTIVITY | $100 |
| FIRST TEE OF FORT WORTH | ||||||
| PO BOX 4767 | FORT WORTH | TX | 76164 | PUBLIC | SUPPORT CHARITABLE ACTIVITY | $1,179 |
| SALVATION ARMY | ||||||
| PO BOX 36006 | DALLAS | TX | 75235 | PUBLIC | SUPPORT CHARITABLE ACTIVITY | $1,000 |
| HOPE FARMS | ||||||
| 865 ATLANTA ST | FORT WORTH | TX | 76104 | PUBLIC | SUPPORT CHARITABLE ACTIVITY | $1,000 |
| LENA POPE HOME | ||||||
| 3131 SANQUINET STREET | FORT WORTH | TX | 76107 | PUBLIC | SUPPORT CHARITABLE ACTIVITY | $750 |
| FORTRESS YDC | ||||||
| PO BOX 422 | FORT WORTH | TX | 76101 | PUBLIC | SUPPORT CHARITABLE ACTIVITY | $1,000 |
| HOSPICE AUSTIN | ||||||
| 4107 SPICEWOOD SPRINGS RD 100 | AUSTIN | TX | 78759 | PUBLIC | SUPPORT CHARITABLE ACTIVITY | $2,000 |
| TARRANT AREA FOOD BANK | ||||||
| 2600 CULLEN ST | FORT WORTH | TX | 76107 | PUBLIC | SUPPORT CHARITABLE ACTIVITY | $2,000 |
| TARRANT COUNTY ACCESS | ||||||
| PO BOX 1461 | FORT WORTH | TX | 76101 | PUBLIC | SUPPORT CHARITABLE ACTIVITY | $1,500 |
| TEXAS ASSOCIATION FOR BLIND | ||||||
| PO BOX 14200 | ARLINGTON | TX | 76094 | PUBLIC | SUPPORT CHARITABLE ACTIVITY | $500 |
| INDEPENDANCE PASS FOUNDATION | ||||||
| PO BOX 1700 | ASPEN | CO | 81612 | PUBLIC | SUPPORT CHARITABLE ACTIVITY | $250 |
| MENTAL HEALTH ASSOCIATION | ||||||
| 3136 W 4TH | FORT WORTH | TX | 76107 | PUBLIC | SUPPORT CHARITABLE ACTIVITY | $3,428 |
| FORT WORTH OFFICERS AWARD FOUNDATION | ||||||
| PO BOX 17659 | FORT WORTH | TX | 73102 | PUBLIC | SUPPORT CHARITABLE ACTIVITY | $1,000 |
| UNITED WAY | ||||||
| 210 E NINTH | FORT WORTH | TX | 76102 | PUBLIC | SUPPORT CHARITABLE ACTIVITY | $26,357 |
| UNIVERSITY OF TEXAS | ||||||
| PO BOX 7727 | AUSTIN | TX | 78713 | PUBLIC | SUPPORT CHARITABLE ACTIVITY | $2,000 |
| GOOD SAMARITAN HOME CARE | ||||||
| 121 CORTEZ ROAD | HOT SPRINGS VILLAGE | AR | 71909 | PUBLIC | SUPPORT CHARITABLE ACTIVITY | $2,500 |
| KERAKXT | ||||||
| 3000 HARRY HINES BLVD | DALLAS | TX | 75201 | PUBLIC | SUPPORT CHARITABLE ACTIVITY | $3,500 |
| KIMBELL ART MUSEUM | ||||||
| 3333 CAMP BOWIE BLVD | FORT WORTH | TX | 76107 | PUBLIC | SUPPORT CHARITABLE ACTIVITY | $775 |
| WARM PLACE | ||||||
| 809 LIPSCOMB | FORT WORTH | TX | 76104 | PUBLIC | SUPPORT CHARITABLE ACTIVITY | $2,500 |
| WESTAR INSTITUTE | ||||||
| PO BOX 7628 | SANTA ROSA | CA | 95407 | PUBLIC | SUPPORT CHARITABLE ACTIVITY | $5,000 |
| LONE STAR FILM SOCIETY | ||||||
| 2501 N FOREST PARK BLVD | FORT WORTH | TX | 76110 | PUBLIC | SUPPORT CHARITABLE ACTIVITY | $4,500 |
| MARINE TOYS FOR TOTS FOUNDATION | ||||||
| PO BOX 4002896 | DES MOINES | IA | 50340 | PUBLIC | SUPPORT CHARITABLE ACTIVITY | $500 |
| MUSCULAR DYSTOPHY ASSOCIATION | ||||||
| 101 SUMMIT AVENUE 204 | FORT WORTH | TX | 76102 | PUBLIC | SUPPORT CHARITABLE ACTIVITY | $1,000 |
| MODERN ART MUSEUM | ||||||
| 3200 DARNELL | FORT WORTH | TX | 76107 | PUBLIC | SUPPORT CHARITABLE ACTIVITY | $834 |
| NATIONAL BRAIN TUMOR SOCIETY | ||||||
| 124 WATERTOWN STREET SUITE 2D | WATERTOWN | MA | 02472 | PUBLIC | SUPPORT CHARITABLE ACTIVITY | $250 |
| NATIONAL CASA | ||||||
| 100 W HARRISON | SEATTLE | WA | 98119 | PUBLIC | SUPPORT CHARITABLE ACTIVITY | $2,500 |
| PARKINSONS DISEASE FOUNDATION | ||||||
| 1359 BROADWAY 1509 | NEW YORK | NY | 10018 | PUBLIC | SUPPORT CHARITABLE ACTIVITY | $5,500 |
| CENTER FOR MISSING AND EXPLOITED CHILDREN | ||||||
| 699 PRINCE ST | ALEXANDRIA | VA | 22314 | PUBLIC | SUPPORT CHARITABLE ACTIVITY | $2,500 |
| PITZER COLLEGE | ||||||
| 1050 NORTH MILLS AVE | CLAREMONT | CA | 91711 | PUBLIC | SUPPORT CHARITABLE ACTIVITY | $9,000 |
| READING IS FUNDAMENTAL | ||||||
| 1255 23RD STREET NW 300 | WASHINGTON | DC | 20037 | PUBLIC | SUPPORT CHARITABLE ACTIVITY | $2,000 |
| TEXAS BALLET THEATER | ||||||
| 16005 GREEN OAKS RD | FORT WORTH | TX | 76116 | PUBLIC | SUPPORT CHARITABLE ACTIVITY | $3,500 |
| PRESBYTERIAN NIGHT SHELTER | ||||||
| PO BOX 2645 | FORT WORTH | TX | 76113 | PUBLIC | SUPPORT CHARITABLE ACTIVITY | $1,000 |
| TEXAS WESLEYAN UNIVERSITY | ||||||
| 1201 WESLEYAN | FORT WORTH | TX | 76105 | PUBLIC | SCHOLARSHIP | $6,000 |
| SERVICE MEMBERS RELIEF FUND | ||||||
| 1510 CHEENAULT | FORT WORTH | TX | 76127 | PUBLIC | SUPPORT CHARITABLE ACTIVITY | $1,000 |
| USO | ||||||
| PO BOX 96860 | WASHINGTON | DC | 20077 | PUBLIC | SUPPORT CHARITABLE ACTIVITY | $2,000 |
| VANDERBILT UNIVERSITY | ||||||
| 2301 VANDERBILT PLACE | NASHVILLE | TN | 37203 | PUBLIC | SCHOLARSHIP | $6,000 |
| SMITHSONIAN INSTITUTE | ||||||
| PO BOX 96263 | WASHINGTON | DC | 20090 | PUBLIC | SUPPORT CHARITABLE ACTIVITY | $100 |
| SOUTHWEST TRANSPLANT LIFE | ||||||
| 5489 BLAIR RD | DALLAS | TX | 75231 | PUBLIC | SUPPORT CHARITABLE ACTIVITY | $2,500 |
| STRIPLING MIDDLE SCHOOL | ||||||
| 2100 CLOVER LANE | FORT WORTH | TX | 76107 | PUBLIC | SUPPORT CHARITABLE ACTIVITY | $10,000 |
| TOWN LAKE TRAIL FOUNDATION | ||||||
| PO BOX 5195 | AUSTIN | TX | 78763 | PUBLIC | SUPPORT CHARITABLE ACTIVITY | $5,000 |
| ST JUDES CHILDREN'S RESEARCH HOSPITAL | ||||||
| PO BOX 167 | MEMPHIS | TN | 38101 | PUBLIC | SUPPORT CHARITABLE ACTIVITY | $2,500 |
| TCC FOUNDATION | ||||||
| 1500 HOUSTON ST | FORT WORTH | TX | 76102 | PUBLIC | SUPPORT CHARITABLE ACTIVITY | $100 |
| TEXAS HEALTH - HARRIS METHODIST FOUNDATION | ||||||
| 6100 WESTERN PLACE SUITE 1001 | FORT WORTH | TX | 76107 | PUBLIC | SUPPORT CHARITABLE ACTIVITY | $10,000 |
| UNITED COMMUNITY CENTERS | ||||||
| 1200 E MADDOX AVENUE | FORT WORTH | TX | 76104 | PUBLIC | SUPPORT CHARITABLE ACTIVITY | $100 |
| UT LAB SCHOOL | ||||||
| 1 UNIVERSITY STATION | AUSTIN | TX | 78712 | PUBLIC | SUPPORT CHARITABLE ACTIVITY | $2,500 |
| VFW POST 1798 | ||||||
| 300 SE 2ND | TULIA | TX | 79088 | PUBLIC | SUPPORT CHARITABLE ACTIVITY | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 346840 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $2,113 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $159,231 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $26,028 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $187,372 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 187372 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | JS JL DUBOSE 2005 CHARITABLE LEAD A | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | 1323558 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | JSD/JLD MANA. TAX PREP | Category |
| Amount | $750 | Amount |
| Net Investment Income | 375 | NetInvestmentIncome |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Oth Prog Rltd Investments AllOthProgRltdInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NONE | Description |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (11 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| VANGUARD HIGH YIELD FUND | 374876 | 360199 |
| VANGUARD INTERMEDIATE TERM FUND | 970260 | 1106551 |
| VANGUARD MIDCAP INDEX FUND | 213928 | 208340 |
| VANGUARD GLOBAL EQUITY FUND | 678111 | 511555 |
| VANGUARD 500 INDEX FUND | 531217 | 491924 |
| VANGUARD SMALL CAP INDEX FUND | 213729 | 214652 |
| VANGUARD WINDSOR FUND | 130685 | 95535 |
| VANGUARD INTERMEDIATE TERM TREASURY FUND ADMIRAL | 266821 | 284586 |
| VANGUARD WINDSOR II FUND | 119217 | 86047 |
| VANGUARD GNMA FUND | 1046482 | 1077528 |
| VANGUARD HIGH DIVIDEND YIELD | 306060 | 326036 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BWW LEGAL | Category |
| Amount | $463 | Amount |
| Net Investment Income | 231 | NetInvestmentIncome |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ACCRUED INCOME | Description |
| BOY Book Value | 50 | BOYBookValue |
| EOY Book Value | 50 | EOYBookValue |
| EOYFMV | 50 | EOYFMV |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ACCRUED INCOME | Description |
| BOY Book Value | 50 | BOYBookValue |
| EOY Book Value | 50 | EOYBookValue |
| EOYFMV | 50 | EOYFMV |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ACCRUED INCOME | Description |
| BOY Book Value | 50 | BOYBookValue |
| EOY Book Value | 50 | EOYBookValue |
| EOYFMV | 50 | EOYFMV |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| FOREIGN TAXES | $585 | 585 |
| EXCISE TAXES | $6,630 | |
| PAYROLL TAXES | $4,179 | 2089 |