DUBOSE FAMILY FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
DUBOSE FAMILY FOUNDATION (EIN 20-1588677)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-11-15
IRS object ID
201703199349101355
Schema version
2016v3.0
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2017-11-15T08:22:56-08:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1JSDJLD Management LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12624 West FreewayAddressLine1Txt
CityFort WorthCityNm
State AbbreviationTXStateAbbreviationCd
ZIP76102ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN201588677EIN

Business Name BusinessName

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

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAMES E DUBOSEPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone8173902202PhoneNum
Signature2017-11-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonD BRAD OGLEPreparerPersonNm
Phone8178779068PhoneNum
Preparation2017-11-15PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address97.65.241.249IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-11-15IPDt
IP Tm08:22:38IPTm
IP TimezonePSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id07A42B5DB8A0D22717F65A6259CFD0E71C78AF43AtSubmissionCreationDeviceId
At Submission Filing Device Id07A42B5DB8A0D22717F65A6259CFD0E71C78AF43AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$18,437,331FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,323,558ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$326InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$326InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$391,406DividendsRevAndExpnssAmt
Dividends Net Invst Incm$391,406DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$63,084NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$63,084GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$63,084CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,778,374TotalRevAndExpnssAmt
Total Net Invst Incm$454,816TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$48,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$24,000CompOfcrDirTrstNetInvstIncmAmt
Legal Fees Rev And Expnss$248LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$124LegalFeesNetInvstIncmAmt
Accounting Fees Rev And Expnss$750AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$375AccountingFeesNetInvstIncmAmt
Taxes Rev And Expnss$12,777TaxesRevAndExpnssAmt
Taxes Net Invst Incm$3,541TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$61,775TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$28,040TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$464,138ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$464,138ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$525,913TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$28,040TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$464,138TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,252,461ExcessRevenueOverExpensesAmt
Net Investment Income$426,776NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$825,578CashBOYAmt
Cash EOY$1,814,360CashEOYAmt
Cash EOYFMV$1,814,360CashEOYFMVAmt
Sav And Temp Cash Invst BOY$2,439,216SavAndTempCashInvstBOYAmt
Prepaid Expenses BOY$6,776PrepaidExpensesBOYAmt
Prepaid Expenses EOY$7,600PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$7,600PrepaidExpensesEOYFMVAmt
Corporate Stock BOY$10,967,004CorporateStockBOYAmt
Corporate Stock EOY$13,669,075CorporateStockEOYAmt
Corporate Stock EOYFMV$16,615,371CorporateStockEOYFMVAmt
Total Assets BOY$14,238,574TotalAssetsBOYAmt
Total Assets EOY$15,491,035TotalAssetsEOYAmt
Total Assets EOYFMV$18,437,331TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$14,238,574RetainedEarningBOYAmt
Retained Earning EOY$15,491,035RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$14,238,574TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$15,491,035TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$14,238,574TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$15,491,035TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$14,238,574TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,252,461ExcessRevenueOverExpensesAmt
Subtotal$15,491,035SubtotalAmt
Tot Net Ast Or Fund Balances EOY$15,491,035TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyVANGUARD CAPITAL GAIN DISTRIBUTIONSPropertyDesc
How AcquiredDHowAcquiredCd
Acquired2005-01-01AcquiredDt
Sold2016-12-31SoldDt
Gross Sales Price$63,084GrossSalesPriceAmt
Depreciation$0DepreciationAmt
Cost Or Other Basis$0CostOrOtherBasisAmt
Gain Or Loss$63,084GainOrLossAmt
FMV As Of123169$0FMVAsOf123169Amt
Adjusted Basis As Of123169$0AdjustedBasisAsOf123169Amt
Excess FMV Over Adjusted Bss$0ExcessFMVOverAdjustedBssAmt
Gains Minus Excess Or Losses$63,084GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$63,084CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$492,780AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$15,018,060NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.032812DistributionYr1Rt
Adjusted Qlfy Distri Yr2$506,093AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$13,518,024NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.037438DistributionYr2Rt
Adjusted Qlfy Distri Yr3$401,721AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$11,628,219NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.034547DistributionYr3Rt
Adjusted Qlfy Distri Yr4$413,726AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$9,664,412NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.042809DistributionYr4Rt
Adjusted Qlfy Distri Yr5$346,840AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$8,494,474NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.040831DistributionYr5Rt
Total Distribution0.188437TotalDistributionRt
Average Distribution0.037687AverageDistributionRt
Net Vl Noncharitable Assets$16,200,077NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$610,532AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$4,268NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$614,800AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$464,138QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$8,536InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$8,536SubtotalAmt
Tax Based On Investment Income$8,536TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$7,600EstimatedPlusOvpmtIncmTxAmt
Applied To Es Tax$4,400AppliedToEsTaxAmt
Total Payments And Credits$12,000TotalPaymentsAndCreditsAmt
Original Return Overpayment-$12,000OriginalReturnOverpaymentAmt
Overpayment$3,464OverpaymentAmt
Applied To ES Tax$3,464AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

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

Location Of Books US Address LocationOfBooksUSAddress

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

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

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

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NONE IN CURRENT YEARDescription1Txt
Expenses1$0Expenses1Amt
Expenses2$0Expenses2Amt
Expenses3$0Expenses3Amt
Expenses4$0Expenses4Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$15,801,030AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$645,749AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$16,446,779TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$16,446,779AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$246,702CashDeemedCharitableAmt
Net Vl Noncharitable Assets$16,200,077NetVlNoncharitableAssetsAmt
Minimum Investment Return$810,004MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$810,004MinimumInvestmentReturnAmt
Tax Based On Investment Income$8,536TaxBasedOnInvestmentIncomeAmt
Total Tax$8,536TotalTaxAmt
Distributable Before Adj$801,468DistributableBeforeAdjAmt
Distributable Before Ded$801,468DistributableBeforeDedAmt
Distributable As Adjusted$801,468DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$464,138ExpensesAndContributionsAmt
Qualifying Distributions$464,138QualifyingDistributionsAmt
Adjusted Qualifying Distri$464,138AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$801,468DistributableAsAdjustedAmt
Undistributed Income PY$237,169UndistributedIncomePYAmt
Qualifying Distributions$464,138QualifyingDistributionsAmt
Applied To Year1$237,169AppliedToYear1Amt
Applied To Current Year$226,969AppliedToCurrentYearAmt
Undistributed Income CY$574,499UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNAContributingManagerNm
Shareholder ManagerNAShareholderManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonJAMIE ADAMS DUBOSERecipientPersonNm

Recipient US Address RecipientUSAddress

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (111 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ACADEMY 4
1800 WEST FREEWAYFORT WORTHTX76102PUBLICTO SUPPORT CHARITABLE ACTIVITY$1,000
AGAPE HOSPICE
6041 S SYRACUSE STE 220ENGLEWOODCO80111PUBLICTO SUPPORT CHARITABLE ACTIVITY$250
AGRICULTURAL DEVELOPMENT FUND
PO BOX 150FORT WORTHTX76101PUBLICTO SUPPORT CHARITABLE ACTIVITY$1,000
ALICE CARLSON SCHOOL
3320 WEST CANTEYFORT WORTHTX76109PUBLICTO SUPPORT CHARITABLE ACTIVITY$5,000
AIDS OUTREACH CENTER
400 NBEACH STFORT WORTHTX76111PUBLICTO SUPPORT CHARITABLE ACTIVITY$2,000
AMERICAN HEART ASSOCIATION
2630 WEST FREEWAY SUITE 250FORT WORTHTX76102PUBLICTO SUPPORT CHARITABLE ACTIVITY$1,000
AMON CARTER MUSEUM OF OF AMERICAN ART
3501 CAMP BOWIEFORT WORTHTX76107PUBLICTO SUPPORT CHARITABLE ACTIVITY$10,000
AMERICAN RED CROSS (NORTH TEXAS REGION)
4800 N HARRY HINESDALLASTX76104PUBLICTO SUPPORT CHARITABLE ACTIVITY$5,000
AMPHIBIAN STAGE PRODUCTION
120 S MAIN STFORT WORTHTX76104PUBLICTO SUPPORT CHARITABLE ACTIVITY$4,212
ARLINGTON HEIGHTS HIGH SCHOOL
4501 WEST FREEWAYFORT WORTHTX76107PUBLICTO SUPPORT CHARITABLE ACTIVITY$1,000
ARLINGTON LIFE SHELTER
325 W DIVISION STREETARLINGTONTX76011PUBLICTO SUPPORT CHARITABLE ACTIVITY$1,000
ARTS COUNCIL OF FORT WORTH
1300 GENDY STREETFORT WORTHTX76107PUBLICTO SUPPORT CHARITABLE ACTIVITY$500
ASPEN ART MUSEUM
637 EAST HUMAN AVENUEEAST PEORIAIL61611PUBLICTO SUPPORT CHARITABLE ACTIVITY$250
ASPEN COMMUNITY CHURCH
200 E BLEEKERASPENCO81611PUBLICTO SUPPORT CHARITABLE ACTIVITY$35,000
ASPEN INSTITUTE
1000 NORTH 3RD STREETASPENCO81611PUBLICTO SUPPORT CHARITABLE ACTIVITY$10,000
AUDOBON TX WOMEN IN CONSERVATION
2201 MAIN STREET SUITE 600DALLASTX75201PUBLICTO SUPPORT CHARITABLE ACTIVITY$500
ASPEN COUNTRY DAY
3 MUSIC SCHOOL ROADASPENCO81611PUBLICTO SUPPORT CHARITABLE ACTIVITY$25,000
AUSTIN HABITAT FOR HUMANITY
310 COMAL 100AUSTINTX78702PUBLICTO SUPPORT CHARITABLE ACTIVITY$3,000
AUSTIN CHILDRENS SHELTER
PO BOX 19454AUSTINTX78760PUBLICTO SUPPORT CHARITABLE ACTIVITY$6,000
AUSTIN MONTESSORI SCHOOL
5006 SUNSET TRAILAUSTINTX78745PUBLICTO SUPPORT CHARITABLE ACTIVITY$2,500
AUSTIN PARKS FOUNDATION
PO BOX 300369AUSTINTX78703PUBLICTO SUPPORT CHARITABLE ACTIVITY$500
BOBBY BRAGAN FOUNDATION
3116 W 6TH STREET 200FORT WORTHTX76107PUBLICTO SUPPORT CHARITABLE ACTIVITY$1,000
BOOKSPRING
PO BOX 143147AUSTINTX78714PUBLICTO SUPPORT CHARITABLE ACTIVITY$500
BOTANICAL RESEARCH INSTITUTE
1700 UNIVERSITY DRIVEFORT WORTHTX76107PUBLICTO SUPPORT CHARITABLE ACTIVITY$1,000
BOYS AND GIRLS CLUB OF FORT WORTH
3218 E BELKNAPFORT WORTHTX76111PUBLICTO SUPPORT CHARITABLE ACTIVITY$900
CAPITAL AREA FOOD BANK OF TEXAS
8201 SOUTH CONGRESSAUSTINTX78745PUBLICTO SUPPORT CHARITABLE ACTIVITY$3,000
CARITAS OF AUSTIN
PO BOX 1947AUSTINTX78767PUBLICTO SUPPORT CHARITABLE ACTIVITY$2,000
CASA OF TRAVIS COUNTY
7701 NORTH LAMAR BLVD 301AUSTINTX78752PUBLICTO SUPPORT CHARITABLE ACTIVITY$2,000
CENTER FOR TRANSFORMING LIVES
512 W 4TH STREETFORT WORTHTX76102PUBLICTO SUPPORT CHARITABLE ACTIVITY$3,500
CHILD STUDY CENTER
1300 WEST LANCASTER AVENUEFORT WORTHTX76102PUBLICTO SUPPORT CHARITABLE ACTIVITY$2,000
CHRIST CHAPEL
3701 BIRCHMANFORT WORTHTX76107PUBLICTO SUPPORT CHARITABLE ACTIVITY$10,000
CHURCH OF CHRIST THE KING AND ALL SAINTS
3290 LACKLAND ROADFORT WORTHTX76116PUBLICTO SUPPORT CHARITABLE ACTIVITY$1,000
COLON CANCER ALLIANCE
1025 VERMONT AVENUE SUITE 1066WASHINGTONDC20005PUBLICTO SUPPORT CHARITABLE ACTIVITY$500
COMMUNITY LEARNING CENTER
555 NORTH GRANTS LANEFORT WORTHTX76108PUBLICTO SUPPORT CHARITABLE ACTIVITY$1,000
COOK CHILDRENS HEALTH FOUNDATION
801 7TH AVENUEFORT WORTHTX76104PUBLICTO SUPPORT CHARITABLE ACTIVITY$2,000
CUISINE FOR HEALING
1450 8TH AVENUEFORT WORTHTX76104PUBLICTO SUPPORT CHARITABLE ACTIVITY$500
DELL CHILDRENS MEDICAL CENTER FOUNDAITON
4900 MUELLER ROADAUSTINTX78723PUBLICTO SUPPORT CHARITABLE ACTIVITY$3,000
DIRECT RELIEF
27 SOUTH LA PATERA LANEGOLETACA93117PUBLICTO SUPPORT CHARITABLE ACTIVITY$5,000
FORT WORTH OPERA
1300 GENDY STREETFORT WORTHTX76107PUBLICTO SUPPORT CHARITABLE ACTIVITY$10,000
FORT WORTH SYMPHONY ORCHESTRA
PO BOX 2587FORT WORTHTX76113PUBLICTO SUPPORT CHARITABLE ACTIVITY$5,800
DOWNWINDERS AT RISK
5610 CLIFF HAVENDALLASTX75376PUBLICTO SUPPORT CHARITABLE ACTIVITY$1,000
EASTER SEALS
1424 HEMPHILLFORT WORTHTX76104PUBLICTO SUPPORT CHARITABLE ACTIVITY$17,000
EMORY AND HENRY COLLEGE
PO BOX 950EMORYVA24327PUBLICTO SUPPORT CHARITABLE ACTIVITY$5,000
FIRST UNITED METHODIST CHURCH
800 W 5TH STREETFORT WORTHTX76102PUBLICTO SUPPORT CHARITABLE ACTIVITY$60,000
FORT WORTH COUNTRY DAY
4200 COUNTRY DAY LANEFORT WORTHTX76109PUBLICTO SUPPORT CHARITABLE ACTIVITY$10,500
FORT WORTH ISD EDUCATION FOUNDATION
100 N UNIVERSITYFORT WORTHTX76107PUBLICTO SUPPORT CHARITABLE ACTIVITY$1,000
FORT WORTH SISTER CITIES
PO BOX 17879FORT WORTHTX76102PUBLICTO SUPPORT CHARITABLE ACTIVITY$3,500
FORT WORTH YOUTH ORCHESTRA
4401 TRAIL LAKE DRFORT WORTHTX76109PUBLICTO SUPPORT CHARITABLE ACTIVITY$5,000
GIRL SCOUTS OF TEXAS OKLAHOMA PLAINS
4901 BRIARHAVEN RDFORT WORTHTX76109PUBLICTO SUPPORT CHARITABLE ACTIVITY$1,500
KERA TV
3000 HARRY HINES BLVDDALLASTX75201PUBLICTO SUPPORT CHARITABLE ACTIVITY$4,500
GILL CHILDRENS SERVICES
555 HEMPHILL STREET 200FORT WORTHTX76104PUBLICTO SUPPORT CHARITABLE ACTIVITY$100
GREATER FW COMMUNITY CHARITIES
3850 SILVERTON CIRCLE 1301FORT WORTHTX76133PUBLICTO SUPPORT CHARITABLE ACTIVITY$500
HISTORIC FORT WORTH
1110 PENN STREETFORT WORTHTX76102PUBLICTO SUPPORT CHARITABLE ACTIVITY$50
HOSPICE AUSTIN
4107 SPICEWOOD SPRINGS ROAD 100AUSTINTX78759PUBLICTO SUPPORT CHARITABLE ACTIVITY$2,000
HOMES FOR OUR TROOPS
PO BOX 51658BOSTONMA02205PUBLICTO SUPPORT CHARITABLE ACTIVITY$1,000
IMAGINATION FORT WORTH
1300 GENDY 210FORT WORTHTX76107PUBLICTO SUPPORT CHARITABLE ACTIVITY$1,200
JAMES L WEST ALZHEIMER CENTER
1111 SUMMIT AVEFORT WORTHTX76102PUBLICTO SUPPORT CHARITABLE ACTIVITY$3,000
JACKSONVILLE JAGUAR BASKETBALL
607 W PINE STREETJACKSONVILLETX75766PUBLICTO SUPPORT CHARITABLE ACTIVITY$1,000
JUNIOR LEAGUE OF AUSTIN
5416 PARKCREST 100AUSTINTX78731PUBLICTO SUPPORT CHARITABLE ACTIVITY$1,000
SAFE PLACE
PO BOX 19454AUSTINTX78760PUBLICTO SUPPORT CHARITABLE ACTIVITY$1,000
KIMBELL ART MUSEUM
3333 CAMP BOWIE BLVDFORT WORTHTX76107PUBLICTO SUPPORT CHARITABLE ACTIVITY$470
SANCTIFIED HOME FOR WOMEN
PO BOX 581WEATHERFORDTX76086PUBLICTO SUPPORT CHARITABLE ACTIVITY$3,700
SMITHSONIAN INSTITUTE
PO BOX 96263WASHINGTONDC20090PUBLICTO SUPPORT CHARITABLE ACTIVITY$100
LENA POPE HOME
3131 SANGUINET STREETFORT WORTHTX76107PUBLICTO SUPPORT CHARITABLE ACTIVITY$700
LIFEGIFT - SOUTHEAST REGION
2510 WESTRIDGE ROADHOUSTONTX77054PUBLICTO SUPPORT CHARITABLE ACTIVITY$2,000
LIGHTHOUSE FOR THE BLIND
912 WEST BROADWAYFORT WORTHTX76104PUBLICTO SUPPORT CHARITABLE ACTIVITY$1,000
SOUTHEAST FORT WORTH INC
1150 S FREEWAY SUITE 148FORT WORTHTX76104PUBLICTO SUPPORT CHARITABLE ACTIVITY$1,000
MAKE A WISH NORTH TEXAS
3509 HULEN STREETFORT WORTHTX76107PUBLICTO SUPPORT CHARITABLE ACTIVITY$2,000
TEXAS BAPTIST MEN
5351 CATRONDALLASTX75227PUBLICTO SUPPORT CHARITABLE ACTIVITY$10,000
MARGO DEAN BALLET CONCERTO
3803 CAMP BOWIE BLVDFORT WORTHTX76107PUBLICTO SUPPORT CHARITABLE ACTIVITY$2,500
MARINE TOYS FOR TOTS
PO BOX 4002896DES MOINESIA50340PUBLICTO SUPPORT CHARITABLE ACTIVITY$1,000
MARSHAL DIRECT FUND
PO BOX 4477ASPENCO81612PUBLICTO SUPPORT CHARITABLE ACTIVITY$10,000
TRAVIS AVENUE BAPTIST CHURCH
800 WEST BERRY STFORT WORTHTX76110PUBLICTO SUPPORT CHARITABLE ACTIVITY$2,000
MEALS ON WHEEL TARRANT COUNTY
320 SOUTH FREEWAYFORT WORTHTX76104PUBLICTO SUPPORT CHARITABLE ACTIVITY$6,000
MENTAL HEALTH AMERICA OF GREATER TARRANT COUNTY
3136 WEST 4TH STREETFORT WORTHTX76107PUBLICTO SUPPORT CHARITABLE ACTIVITY$500
UNITED WAY OF GENESEE COUNTY MICHIGAN
111 EAST COURT STREET 3AFLINTMI48502PUBLICTO SUPPORT CHARITABLE ACTIVITY$2,000
MIRACLE FLIGHTS FOR KIDS
2764 N GREEN VALLEY PARKWAY 115HENDERSONNV89014PUBLICTO SUPPORT CHARITABLE ACTIVITY$1,000
MODERN ART MUSEUM OF FORT WORTH
3200 DARNELL STFORT WORTHTX76107PUBLICTO SUPPORT CHARITABLE ACTIVITY$431
SAFE HAVEN
1100 HEMPHILLFORT WORTHTX76104PUBLICTO SUPPORT CHARITABLE ACTIVITY$1,000
WILSON MIDDLE SCHOOL
14250 SENDERA RANCH BLVDHASLETTX76052PUBLICTO SUPPORT CHARITABLE ACTIVITY$5,000
WILDWOOD SCHOOL
241 WILDWOOD LANEASPENCO81611PUBLICTO SUPPORT CHARITABLE ACTIVITY$2,500
WOMENS CENTER
1723 HEMPHILLFORT WORTHTX76110PUBLICTO SUPPORT CHARITABLE ACTIVITY$1,000
WOUNDED WARRIORS PROJECT
PO BOX 758540TOPEKAKS66675PUBLICTO SUPPORT CHARITABLE ACTIVITY$5,000
PITZER COLLEGE
1050 NORTH MILLS AVECLAREMONTCA91711PUBLICTO SUPPORT CHARITABLE ACTIVITY$1,000
PLANNED PARENTHOOD
7424 GREENVILLE AVE 206DALLASTX75231PUBLICTO SUPPORT CHARITABLE ACTIVITY$11,875
PRESBYTERIAN NIGHT SHELTER
PO BOX 2645FORT WORTHTX76113PUBLICTO SUPPORT CHARITABLE ACTIVITY$500
UNIVERSITY LITTLE LEAGUE
3000 S HULEN STREETFORT WORTHTX76109PUBLICTO SUPPORT CHARITABLE ACTIVITY$2,000
PREGNANCY HELP CENTER FORT WORTH
7700 CAMP BOWIE WESTFORT WORTHTX76116PUBLICTO SUPPORT CHARITABLE ACTIVITY$1,000
RONALD MCDONALD HOUSE
1004 7TH AVENUEFORT WORTHTX76104PUBLICTO SUPPORT CHARITABLE ACTIVITY$1,350
RV JONES SCHOLARSHIP FUND
1816 HIGH VISTA AVEFORT WORTHTX76112PUBLICTO SUPPORT CHARITABLE ACTIVITY$2,000
SALVATION ARMY
PO BOX 99400FORT WORTHTX76199PUBLICTO SUPPORT CHARITABLE ACTIVITY$15,000
VANDERBILT UNIVERSITY
2301 VANDERBILT PLACENASHVILLETN37203PUBLICTO SUPPORT CHARITABLE ACTIVITY$2,000
PREVENT BLINDNESS TEXAS
3610 FAIRMOUNTDALLASTX75219PUBLICTO SUPPORT CHARITABLE ACTIVITY$1,000
STRIPLING MIDDLE SCHOOL
2100 CLOVER LANEFORT WORTHTX76107PUBLICTO SUPPORT CHARITABLE ACTIVITY$17,000
VETERANS OF FOREIGN AFFAIRS
406 WEST 34TH STREETKANSAS CITYMO64111PUBLICTO SUPPORT CHARITABLE ACTIVITY$1,000
TARRANT AREA FOOD BANK
2600 CULLEN STREETFORT WORTHTX76107PUBLICTO SUPPORT CHARITABLE ACTIVITY$5,250
TEXAS ACADEMY OF FIGURATIVE ART
415 SOUTH MAIN STREETFORT WORTHTX76104PUBLICTO SUPPORT CHARITABLE ACTIVITY$10,000
TEXAS ASSOCIATION FOR THE BLIND
PO BOX 14200ARLINGTONTX76094PUBLICTO SUPPORT CHARITABLE ACTIVITY$500
TEXAS BALLET THEATER
1540 MALL CIRCLEFORT WORTHTX76116PUBLICTO SUPPORT CHARITABLE ACTIVITY$10,000
JUVENILE DIABETES RESEARCH FOUNDATION
3601 HULEN ST 102FORT WORTHTX76107PUBLICTO SUPPORT CHARITABLE ACTIVITY$1,000
MEALS ON WHEELS
3327 EAST 5TH STAUSTINTX78702PUBLICTO SUPPORT CHARITABLE ACTIVITY$2,000
TEXAS WESLEYAN UNIVERSITY
1201 WESLEYANFORT WORTHTX76105PUBLICTO SUPPORT CHARITABLE ACTIVITY$10,000
MERCY CORPS
PO BOX 2669PORTLANDOR97208PUBLICTO SUPPORT CHARITABLE ACTIVITY$1,000
MUSCULAR DYSTROPHY ASSOCIATION
101 SUMMIT AVENUE 204FORT WORTHTX76102PUBLICTO SUPPORT CHARITABLE ACTIVITY$1,000
TRINITY HABITAT FOR HUMANITY
3345 SOUTH JONES STREETFORT WORTHTX76110PUBLICTO SUPPORT CHARITABLE ACTIVITY$4,000
UNIVERSITY HEALTH SYSTEM FOUNDATION
4502 MEDICAL DR MS 18SAN ANTONIOTX78229PUBLICTO SUPPORT CHARITABLE ACTIVITY$5,000
US FUND FOR UNICEF
125 MAIDEN LANENEW YORKNY10038PUBLICTO SUPPORT CHARITABLE ACTIVITY$4,000
NATIONAL PARK CONVENTION
777 6TH STREETWASHINGTONDC20001PUBLICTO SUPPORT CHARITABLE ACTIVITY$1,000
USO
PO BOX 96860WASHINGTONDC20077PUBLICTO SUPPORT CHARITABLE ACTIVITY$1,000
UNIVERSITY OF TEXAS
PO BOX 7458AUSTINTX78713PUBLICTO SUPPORT CHARITABLE ACTIVITY$2,000
NOLAN CATHOLIC SCHOOL
4501 BRIDGE STREETFORT WORTHTX76103PUBLICTO SUPPORT CHARITABLE ACTIVITY$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$464,138TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$326ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$391,406ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$63,084RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$391,732ExclusionAmt
Related Or Exempt Function Incm$63,084RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$454,816TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp

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

Contributor US Address ContributorUSAddress

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryJSD/JLD MANA. ACCTCategoryTxt
Amt$750Amt
Net Investment Income$375NetInvestmentIncomeAmt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescNONEDesc

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

FieldValueIRS element (for citing)
AssetVANGUARD CAPITAL GAIN DISTRIBUTIONSAssetDesc
Acquired2005-01AcquiredDt
Sold2016-12SoldDt
Gross Sales Price$63,084GrossSalesPriceAmt
Total Net$63,084TotalNetAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
VANGUARD HIGH YIELD FUND$503,874$496,185
VANGUARD INTERMEDIATE TERM FUND$1,194,313$1,273,525
VANGUARD MIDCAP INDEX FUND$1,045,202$1,394,033
VANGUARD GLOBAL EQUITY FUND$1,597,695$1,852,925
VANGUARD 500 INDEX FUND$1,813,259$2,409,657
VANGUARD SMALL CAP INDEX FUND$1,049,341$1,436,904
VANGUARD WINDSOR FUND$665,517$745,181
VANGUARD INTERMEDIATE TERM TREASURY FUND ADMIRAL$303,058$304,910
VANGUARD WINDSOR II FUND$699,956$711,372
VANGUARD GNMA FUND$1,658,381$1,631,359
VANGUARD HIGH DIVIDEND YIELD$3,138,479$4,359,320

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryBWW LEGALCategoryTxt
Legal Fees$248LegalFeesAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAXES$1,705$1,705
EXCISE TAXES$7,400
PAYROLL TAXES$3,672$1,836
OTHER

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