2016-10-31T14:14:30-05:00 2015-12-31 990PF 2015-01-01 752641436 JAMES AND ELIZABETH SOWELL FOUNDATION JAME 2148713320 1601 ELM STREET SUITE 3500 DALLAS TX 75201 JAMES E SOWELL PRESIDENT 2148713320 2016-10-31 2015 2017-02-10 21:41:12Z X 9002464 X X 2830 2830 200769 199861 1017025 1017389 1017025 4552 4543 1225176 1224259 0 0 0 14969 10 0 110930 14559 0 125899 14569 0 643811 643811 769710 14569 643811 455466 1209690 -1 1242182 517723 517723 1431486 1314589 1377696 3938375 5235196 7107045 6612042 7067508 9002464 0 0 X 0 0 2281398 2281398 4330644 4786110 6612042 7067508 6612042 7067508 6612042 455466 0 7067508 0 7067508 FROM K-1 - MEDIPHASE VENTURE P 2005-12-23 2015-12-31 7 -7 -7 FROM K-1 - MEDIPHASE VENTURE P 2005-12-23 2015-12-31 236535 236535 236535 FROM K-1 - MEDIPHASE ANNEX P 2005-12-23 2015-12-31 220893 220893 220893 FROM K-1 - BLACKETT CAPITAL MANAGEMENT LP P 2014-07-03 2015-12-31 306 -306 -306 FROM K-1 - SERVICE EQUITY PARTNERS P 2005-12-23 2015-12-31 49 -49 -49 FROM K-1 - TL VENTURES V INTERFUND P 2005-12-23 2015-12-31 2 -2 -2 FROM K-1 - TL VENTURES V INTERFUND P 2005-12-23 2015-12-31 12819 12819 12819 GRAND BANK P 2005-12-23 2015-11-03 547142 547142 547142 1017025 0 543868 8336271 0.065241 505561 8585805 0.058883 501882 8023896 0.062548 701552 6593707 0.106397 486580 7348209 0.066217 0.359286 0.071857 9031229 648957 12097 661054 643811 24194 0 24194 0 24194 378 12000 12378 11816 0 0 0 0 0 0 0 0 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 1 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 1383396 678318 7107046 9168760 0 0 9168760 137531 9031229 451561 451561 24194 24194 427367 0 427367 0 427367 643811 0 643811 0 643811 427367 0 0 138223 377701 130797 89730 140848 877299 643811 0 0 0 427367 216444 0 0 1093743 0 0 0 0 0 0 138223 955520 377701 130797 89730 140848 216444 JAMES E SOWELL ELIZABETH F SOWELL X CITYSQUARE 511 N AKARD ST STE 302 DALLAS TX 75201 NONE 501(C)(3) CHARITABLE 643204 FROM K-1 - GRAND BANK 16660 DALLAS PARKWAY STE 1700 DALLAS TX 75248 NONE 501(C)(3) CHARITABLE 607 643811 0 14 2830 14 200769 900099 9 14 4543 18 1017025 9 1225167 0 1225176 0 0 0 0 0 0 0 0 0 0 GRAND BANK/INDEPENDENT BANK 946909 1010016 SOVERIGN BANCSHARES 100000 100000 MAIN STREET NATIONAL BANK 267680 267680 SERVICE EQUITY PARTNERSHIP AT COST 135478 135478 TL VENTURES V INTERFUND AT COST 53348 53348 BLACKETT CAPITAL MANAGEMENT, LP AT COST 1034722 1034722 TRANSAMERICA LIFE INSURANCE POLICY AT COST 2771701 4643399 MEDIPHASE VENTURE PARTNERSHIP AT COST 570013 570013 MEDIPHASE ANNEX FUND AT COST 669934 670085 FROM K-1 MEDIPHASE VENTURE 4417 4417 0 FROM K-1 MEDIPHASE ANNEX 5216 5216 0 FROM K-1 BLACKETT CAPITAL LP 2703 2703 0 FROM K-1 SERVICE EQUITY PARTNERS 1102 1102 0 FROM K-1 TL VENTURES V INTERFUND 1121 1121 0 NONDEDUCTIBLE EXPENSE FROM K-1 1841 0 0 BOOK/TAX DIFFERENCES FROM K-1 7664 0 0 POSTAGE, PRINTING, & FREIGHT 140 0 0 ONLINE SERVICES 51 0 0 UBTI LOSS FROM GRAND BANK 86675 0 0 FROM K-1 GRAND BANK 0 0 0 FROM K-1 TL VENTURES INTERFUND 9 0 9 FROM K-1 - MEDIPHASE ANNEX 4543 4543 4543 JAMES E SOWELL 1601 ELM STREET SUITE 3500 DALLAS TX 75201 CA FILING FEE 10 10 0 FEDERAL EXCISE TAX 14959 0 0