2017-06-20T10:31:29-05:00 2016-12-31 990PF 2016-01-01 752641436 JAMES AND ELIZABETH SOWELL FOUNDATION JAME 2148713320 1601 ELM STREET SUITE 3500 DALLAS TX 75201 JAMES E SOWELL PRESIDENT 2148713320 2017-06-19 38.96.197.122 2017-06-20 10:31:22 CD P FA4C0EFAB76B5F14148124D03D7C441C8DE592B5 FA4C0EFAB76B5F14148124D03D7C441C8DE592B5 2016 2021-01-29 14:40:06Z X 9008421 X X 1048 1048 87973 87973 75903 1120395 75903 164924 164924 0 0 0 502 280 0 23369 10 0 -67204 16717 0 -43333 17007 0 634840 634840 591507 17007 634840 -426583 147917 517723 1799630 1799630 1314589 418486 762438 5235196 4422809 6446353 7067508 6640925 9008421 0 0 X 0 0 2281398 2281398 4786110 4359527 7067508 6640925 7067508 6640925 7067508 -426583 0 6640925 0 6640925 20947 SH INDEPENDENT BANK GROUP D 2005-12-23 2016-03-31 905773 628422 277351 277351 MS FINANCIAL, INC. D 2005-12-23 2016-06-28 179760 267680 -87920 -87920 FROM K-1 - BLACKETT CAPITAL MANAGEMENT LP P 2014-07-03 2016-12-31 81626 -81626 -81626 FROM K-1 - SERVICE EQUITY PARTNERS P 2005-12-23 2016-12-31 531 -531 -531 FROM K-1 - MEDIPHASE VENTURE FUND P 2005-12-23 2016-12-31 9365 9365 9365 FROM K-1 - MEDIPHASE ANNEX FUND P 2005-12-23 2016-12-31 25497 25497 25497 FROM K-1 - BLACKETT CAPITAL MANAGEMENT LP P 2014-07-03 2016-12-31 22295 -22295 -22295 FROM K-1 - SERVICE EQUITY PARTNERS P 2005-12-23 2016-12-31 19440 -19440 -19440 FROM K-1 - TL VENTURES V INTERFUND P 2005-12-23 2016-12-31 24498 -24498 -24498 75903 0 643811 9031229 0.071287 543868 8336271 0.065241 505561 8585805 0.058883 501882 8023896 0.062548 701552 6593707 0.106397 0.364356 0.072871 8329773 606999 1479 608478 634840 X 1479 0 1479 0 1479 6100 6100 44 4577 1480 3097 0 0 0 0 0 0 0 1 0 0 1 1 TX 1 0 1 0 0 1 N/A SRIRAM SRINIVASAN 2148713320 1601 ELM STREET SUITE 3500 DALLAS TX 75201 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 JAMES E SOWELL 1601 ELM STREET SUITE 3500 DALLAS TX 75201 PRESIDENT/DIRECTOR 1.00 0 0 0 ELIZABETH F SOWELL 1601 ELM STREET SUITE 3500 DALLAS TX 75201 VICE PRESIDENT/DIRECTOR 1.00 0 0 0 BENJAMIN A LURIE 1601 ELM STREET SUITE 3500 DALLAS TX 75201 SECRETARY/TREASURER/DIRECT 1.00 0 0 0 ZACHARY E SOWELL 1601 ELM STREET SUITE 3500 DALLAS TX 75201 DIRECTOR 1.00 0 0 0 LARRY JAMES 1601 ELM STREET SUITE 3500 DALLAS TX 75201 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 1070067 940202 6446353 8456622 0 0 8456622 126849 8329773 416489 416489 1479 1479 415010 0 415010 0 415010 634840 0 634840 1479 633361 415010 0 0 377701 130797 89730 140848 216444 955520 634840 0 0 0 415010 219830 0 0 1175350 0 0 0 0 0 0 377701 797649 130797 89730 140848 216444 219830 JAMES E SOWELL ELIZABETH F SOWELL X CITYSQUARE 511 N AKARD ST STE 302 DALLAS TX 75201 NONE 501(C)(3) CHARITABLE 609840 ON THE ROAD LENDING 4141 OFFICE PARKWAY DALLAS TX 75204 NONE 501(C)(3) CHARITABLE 25000 634840 0 14 1048 14 87973 18 75903 0 164924 0 164924 0 0 0 0 0 0 0 0 0 0 GRAND BANK/INDEPENDENT BANK 318486 662438 SOVERIGN BANCSHARES 100000 100000 MAIN STREET NATIONAL BANK 0 0 SERVICE EQUITY PARTNERSHIP AT COST 51051 107187 TL VENTURES V INTERFUND AT COST 53270 53270 BLACKETT CAPITAL MANAGEMENT, LP AT COST 1265927 1265927 TRANSAMERICA LIFE INSURANCE POLICY AT COST 2771701 4739828 MEDIPHASE VENTURE PARTNERSHIP AT COST 127961 127961 MEDIPHASE ANNEX FUND AT COST 152899 152180 FROM K-1 MEDIPHASE VENTURE 3223 3223 0 FROM K-1 MEDIPHASE ANNEX 6297 6297 0 FROM K-1 BLACKETT CAPITAL LP 4862 4862 0 FROM K-1 SERVICE EQUITY PARTNERS 1069 1069 0 FROM K-1 TL VENTURES V INTERFUND 1266 1266 0 BOOK/TAX DIFFERENCES FROM K-1 -83921 0 0 JAMES E SOWELL 1601 ELM STREET SUITE 3500 DALLAS TX 75201 CA FILING FEE 10 10 0 FEDERAL EXCISE TAX 23359 0 0