DUBOSE FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- DUBOSE FAMILY FOUNDATION (EIN 20-1588677)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-09-18
- IRS object ID
- 201842619349100404
- Schema version
- 2017v2.2
- 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
- Expenditure Responsibility Stmt
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-09-18T08:32:10-07:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JSDJLD Management LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2624 West Freeway | AddressLine1Txt |
| City | Fort Worth | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | 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 | BusinessNameLine1Txt |
| 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 | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76113 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES E DUBOSE | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 8173902202 | PhoneNum |
| Signature | 2018-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | D BRAD OGLE | PreparerPersonNm |
| PTIN | P01264351 | PTIN |
| Phone | 8178779068 | PhoneNum |
| Preparation | 2018-09-18 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 97.65.241.249 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-09-18 | IPDt |
| IP Tm | 08:32:07 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 01491F7D5CB325B019D2291A0B1A479C7C134A1D | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 01491F7D5CB325B019D2291A0B1A479C7C134A1D | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2018-06-14 16:35:46Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $21,752,337 | 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 | $376 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $376 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $419,176 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $419,176 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $67,926 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $67,926 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $67,926 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,811,036 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $487,478 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $360 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $375 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $10,534 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,998 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $11,644 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,373 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $645,373 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $645,373 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $657,017 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,373 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $645,373 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,154,019 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $485,105 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,814,360 | CashBOYAmt |
| Cash EOY | $1,687,411 | CashEOYAmt |
| Cash EOYFMV | $1,687,411 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $7,600 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $3,464 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $3,464 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $13,669,075 | CorporateStockBOYAmt |
| Corporate Stock EOY | $14,954,179 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $20,061,462 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $15,491,035 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,645,054 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $21,752,337 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $15,491,035 | RetainedEarningBOYAmt |
| Retained Earning EOY | $16,645,054 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $15,491,035 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,645,054 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $15,491,035 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,645,054 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $15,491,035 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,154,019 | ExcessRevenueOverExpensesAmt |
| Subtotal | $16,645,054 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $16,645,054 | 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 | 2017-12-31 | SoldDt |
| Gross Sales Price | $67,926 | GrossSalesPriceAmt |
| Depreciation | $0 | DepreciationAmt |
| Cost Or Other Basis | $0 | CostOrOtherBasisAmt |
| Gain Or Loss | $67,926 | GainOrLossAmt |
| FMV As Of123169 | $0 | FMVAsOf123169Amt |
| Adjusted Basis As Of123169 | $0 | AdjustedBasisAsOf123169Amt |
| Excess FMV Over Adjusted Bss | $0 | ExcessFMVOverAdjustedBssAmt |
| Gains Minus Excess Or Losses | $67,926 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $67,926 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $464,138 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $16,200,077 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.028650 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $492,780 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $15,018,060 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.032812 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $506,093 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $13,518,024 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.037438 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $401,721 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $11,628,219 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.034547 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $413,726 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $9,664,412 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.042809 | DistributionYr5Rt |
| Total Distribution | 0.176256 | TotalDistributionRt |
| Average Distribution | 0.035251 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $19,216,387 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $677,397 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,851 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $682,248 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $645,373 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,702 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,702 | SubtotalAmt |
| Tax Based On Investment Income | $9,702 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,464 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $16,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $19,464 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$19,464 | OriginalReturnOverpaymentAmt |
| Overpayment | $9,762 | OverpaymentAmt |
| Applied To ES Tax | $9,762 | 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 | JAMES E DUBOSE | IndividualWithBooksNm |
| Phone | 8173902202 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2624 WEST FREEWAY | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76102 | ZIPCd |
| 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 | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | 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 |
| 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE IN CURRENT YEAR | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Expenses2 | $0 | Expenses2Amt |
| Expenses3 | $0 | Expenses3Amt |
| Expenses4 | $0 | Expenses4Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $18,765,029 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $743,993 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $19,509,022 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $19,509,022 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $292,635 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $19,216,387 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $960,819 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $960,819 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,702 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,702 | TotalTaxAmt |
| Distributable Before Adj | $951,117 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $951,117 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $951,117 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $645,373 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $645,373 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $645,373 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $951,117 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $574,499 | UndistributedIncomePYAmt |
| Qualifying Distributions | $645,373 | QualifyingDistributionsAmt |
| Applied To Year1 | $574,499 | AppliedToYear1Amt |
| Remaining Distri From Corpus | $70,874 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $70,874 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $70,874 | ExcessDistributionCyovAppCYAmt |
| Undistributed Income CY | $880,243 | UndistributedIncomeCYAmt |
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 | JAMES E DUBOSE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2624 WEST FREEWAY | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76102 | ZIPCd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SEE ATTACHED STATEMENT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SEE ATTACHED STATEMENT | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | PUBLIC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | TO SUPPORT CHARITABLE ACTIVITY | GrantOrContributionPurposeTxt |
| Amt | $645,373 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $645,373 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $376 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $419,176 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $67,926 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $419,552 | ExclusionAmt |
| Related Or Exempt Function Incm | $67,926 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $487,478 | 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 CHARITABLE LEAD ANNUITY TRUST | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2990 | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76113 | ZIPCd |
| 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. ACCT | 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 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | COLONIAL SAVINGS FOUNDATION | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2624 WEST FREEWAY | AddressLine1Txt |
| City | FORT WORTH | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | $202,005 | GrantAmt |
| Purpose Of Grant | TO DEFRAY THE COST OF CREATING AND OBTAINING RECOGNITION OF EXEMPTION FOR THE GRANTEE AND SUPPORTING LOCAL CHARITABLE CAUSES. | PurposeOfGrantTxt |
| Expended By Grantee | $202,005 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED TO ANY ACTIVITY OTHER THAN THE ACTIVITY | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | 5/15/18 | DatesOfReportsByGranteeTxt |
| Verification | 2018-05-15 | VerificationDt |
| Results Of Verification | THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OF RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE. | ResultsOfVerificationTxt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Price | $67,926 | GrossSalesPriceAmt |
| Total Net | $67,926 | TotalNetAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (12 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD HIGH YIELD FUND | $531,677 | $531,559 |
| VANGUARD INTERMEDIATE TERM FUND | $1,229,837 | $1,322,522 |
| VANGUARD MIDCAP INDEX FUND | $1,067,453 | $1,662,411 |
| VANGUARD GLOBAL EQUITY FUND | $1,627,818 | $2,367,721 |
| VANGUARD 500 INDEX FUND | $1,864,983 | $2,934,620 |
| VANGUARD SMALL CAP INDEX FUND | $1,071,717 | $1,670,218 |
| VANGUARD WINDSOR FUND | $703,415 | $888,260 |
| VANGUARD INTERMEDIATE TERM TREASURY FUND ADMIRAL | $308,748 | $310,002 |
| VANGUARD WINDSOR II FUND | $765,394 | $831,374 |
| VANGUARD GNMA FUND | $1,703,117 | $1,663,444 |
| VANGUARD HIGH DIVIDEND YIELD | $3,273,762 | $5,073,073 |
| VANGUARD FEDERAL MM FUND | $806,258 | $806,258 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BWW LEGAL | CategoryTxt |
| Legal Fees | $360 | LegalFeesAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $1,998 | $1,998 |
| EXCISE TAXES | $8,536 | |
| PAYROLL TAXES | ||
| OTHER |
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