DUBOSE FAMILY FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
DUBOSE FAMILY FOUNDATION (EIN 20-1588677)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-05-12
IRS object ID
201601339349102880
Schema version
2015v2.1
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)
Return2016-05-12T13:59:15-07:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

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 Begin2015-01-01TaxPeriodBeginDt

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)
PersonJAMIE ADAMS DUBOSEPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8173902202PhoneNum
Signature2016-05-06SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonD BRAD OGLEPreparerPersonNm
Phone8178779068PhoneNum
Preparation2016-05-12PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-09-27 15:27:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$15,962,633FMVAssetsEOYAmt
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$920InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$920InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$314,352DividendsRevAndExpnssAmt
Dividends Net Invst Incm$314,352DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$82,281NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$82,281GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$82,281CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,721,111TotalRevAndExpnssAmt
Total Net Invst Incm$397,553TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$48,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$24,000CompOfcrDirTrstNetInvstIncmAmt
Legal Fees Rev And Expnss$1,606LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss$750AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$375AccountingFeesNetInvstIncmAmt
Taxes Rev And Expnss$11,768TaxesRevAndExpnssAmt
Taxes Net Invst Incm$3,166TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$62,124TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$27,541TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$492,780ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$492,780ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$554,904TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$27,541TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$492,780TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,166,207ExcessRevenueOverExpensesAmt
Net Investment Income$370,012NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$2,057,806CashBOYAmt
Cash EOY$825,578CashEOYAmt
Cash EOYFMV$825,578CashEOYFMVAmt
Sav And Temp Cash Invst BOY$438,984SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$2,439,216SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$2,439,216SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$3,645PrepaidExpensesBOYAmt
Prepaid Expenses EOY$6,776PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$6,776PrepaidExpensesEOYFMVAmt
Corporate Stock BOY$10,571,932CorporateStockBOYAmt
Corporate Stock EOY$10,967,004CorporateStockEOYAmt
Corporate Stock EOYFMV$12,691,063CorporateStockEOYFMVAmt
Total Assets BOY$13,072,367TotalAssetsBOYAmt
Total Assets EOY$14,238,574TotalAssetsEOYAmt
Total Assets EOYFMV$15,962,633TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$13,072,367RetainedEarningBOYAmt
Retained Earning EOY$14,238,574RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$13,072,367TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$14,238,574TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$13,072,367TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$14,238,574TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$13,072,367TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,166,207ExcessRevenueOverExpensesAmt
Subtotal$14,238,574SubtotalAmt
Tot Net Ast Or Fund Balances EOY$14,238,574TotNetAstOrFundBalancesEOYAmt

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
Sold2015-12-31SoldDt
Gross Sales Price$82,281GrossSalesPriceAmt
Depreciation$0DepreciationAmt
Cost Or Other Basis$0CostOrOtherBasisAmt
Gain Or Loss$82,281GainOrLossAmt
FMV As Of123169$0FMVAsOf123169Amt
Adjusted Basis As Of123169$0AdjustedBasisAsOf123169Amt
Excess FMV Over Adjusted Bss$0ExcessFMVOverAdjustedBssAmt
Gains Minus Excess Or Losses$82,281GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$82,281CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$506,093AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$13,518,024NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.037438DistributionYr1Rt
Adjusted Qlfy Distri Yr2$401,721AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$11,628,219NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.034547DistributionYr2Rt
Adjusted Qlfy Distri Yr3$413,726AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$9,664,412NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.042809DistributionYr3Rt
Adjusted Qlfy Distri Yr4$346,840AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$8,494,474NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.040831DistributionYr4Rt
Adjusted Qlfy Distri Yr5$345,410AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$6,410,954NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.053878DistributionYr5Rt
Total Distribution0.209503TotalDistributionRt
Average Distribution0.041901AverageDistributionRt
Net Vl Noncharitable Assets$15,018,060NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$629,272AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$3,700NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$632,972AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$492,780QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$7,400InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$7,400SubtotalAmt
Tax Based On Investment Income$7,400TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$6,776EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$6,776TotalPaymentsAndCreditsAmt
Original Return Tax Paid$6,776OriginalReturnTaxPaidAmt
Tax Due$624TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

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

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$13,406,745AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,840,016AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$15,246,761TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$15,246,761AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$228,701CashDeemedCharitableAmt
Net Vl Noncharitable Assets$15,018,060NetVlNoncharitableAssetsAmt
Minimum Investment Return$750,903MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$750,903MinimumInvestmentReturnAmt
Tax Based On Investment Income$7,400TaxBasedOnInvestmentIncomeAmt
Total Tax$7,400TotalTaxAmt
Distributable Before Adj$743,503DistributableBeforeAdjAmt
Distributable Before Ded$743,503DistributableBeforeDedAmt
Distributable As Adjusted$743,503DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$492,780ExpensesAndContributionsAmt
Qualifying Distributions$492,780QualifyingDistributionsAmt
Adjusted Qualifying Distri$492,780AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$743,503DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$13,554ExcessDistributionCyovYr5Amt
Total Excess Distribution Cyov$13,554TotalExcessDistributionCyovAmt
Qualifying Distributions$492,780QualifyingDistributionsAmt
Applied To Current Year$492,780AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$13,554ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$13,554ExcessDistributionCyovAppCYAmt
Undistributed Income CY$237,169UndistributedIncomeCYAmt

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 (121 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ACES
100 PUPPY SMITH STREETASPENCO81611PUBLICTO SUPPORT CHARITABLE ACTIVITY$500
ACH CHILD AND FAMILY SERVICES
3712 WICHITA STFORT WORTHTX76119PUBLICTO SUPPORT CHARITABLE ACTIVITY$4,000
AGRICULTURAL DEVELOPMENT FUND
PO BOX 150FORT WORTHTX76101PUBLICTO SUPPORT CHARITABLE ACTIVITY$1,000
ALICE CARLSON SCHOOL
3320 WEST CANTEYFORT WORTHTX76109PUBLICTO SUPPORT CHARITABLE ACTIVITY$5,000
ALZHEIMERS ASSOCIATION
2630 WEST FREEWAYFORT WORTHTX76102PUBLICTO SUPPORT CHARITABLE ACTIVITY$1,000
AMERICAN FOUNDATION FOR SUICIDE PREVENTION
120 WALL STREETNEW YORKNY10005PUBLICTO SUPPORT CHARITABLE ACTIVITY$1,000
AMERICAN HEART ASSOCIATION
2630 WEST FREEWAY SUITE 250FORT WORTHTX76102PUBLICTO SUPPORT CHARITABLE ACTIVITY$25,000
AMERICAN RED CROSS (NORTH TEXAS REGION)
4800 N HARRY HINESDALLASTX76104PUBLICTO SUPPORT CHARITABLE ACTIVITY$1,000
AMERICAN RED CROSS
PO BOX 4002018DES MOINESIA50340PUBLICTO SUPPORT CHARITABLE ACTIVITY$5,000
AMERICAN RED CROSS
1515 S SYLVANIAFORT WORTHTX76111PUBLICTO SUPPORT CHARITABLE ACTIVITY$3,000
AMON CARTER MUSEUM OF AMERICAN ART
3501 CAMP BOWIE BLVDFORT WORTHTX76107PUBLICTO SUPPORT CHARITABLE ACTIVITY$9,305
AMPHIBIAN STAGE PRODUCTION
120 S MAIN STFORT WORTHTX76104PUBLICTO SUPPORT CHARITABLE ACTIVITY$3,812
ANGELA STANFORD FOUNDATION
PO BOX 10006FORT WORTHTX76114PUBLICTO SUPPORT CHARITABLE ACTIVITY$1,000
ARLINGTON LIFE SHELTER
325 W DIVISION STARLINGTONTX76011PUBLICTO SUPPORT CHARITABLE ACTIVITY$1,000
ASPEN COMMUNITY CHURCH
200 E BLEEKER STREETASPENCO81611PUBLICTO SUPPORT CHARITABLE ACTIVITY$25,000
ASPEN MUSIC FESTIVAL & SCHOOL
2 MUSIC SCHOOL ROADASPENCO81611PUBLICTO SUPPORT CHARITABLE ACTIVITY$2,000
ASPEN COUNTRY DAY
3 MUSIC SCHOOL ROADASPENCO81611PUBLICTO SUPPORT CHARITABLE ACTIVITY$25,000
AUSTIN HABITAT FOR COMMUNITY
310 COMAL 100AUSTINTX78702PUBLICTO SUPPORT CHARITABLE ACTIVITY$2,500
ASPEN EDUCATION FOUNDATION
PO BOX 2200ASPENCO81612PUBLICTO SUPPORT CHARITABLE ACTIVITY$1,000
ASPEN HISTORICAL SOCIETY
620 W BLEEKER STASPENCO81611PUBLICTO SUPPORT CHARITABLE ACTIVITY$500
ASPEN INSTITUTE
1000 NORTH THIRD STASPENCO81611PUBLICTO SUPPORT CHARITABLE ACTIVITY$10,000
BOYS AND GIRLS CLUB
3218 E BELKNAPFORT WORTHTX76111PUBLICTO SUPPORT CHARITABLE ACTIVITY$900
CAMP FIRE FIRST TEXAS
2700 MEACHAM BLVDFORT WORTHTX76137PUBLICTO SUPPORT CHARITABLE ACTIVITY$500
CASA FOR KIDS
1203 HWY 2 W 39KALISPELLMT59901PUBLICTO SUPPORT CHARITABLE ACTIVITY$200
CASA OF TARRANT COUNTY
101 SUMMIT AVENUEFORT WORTHTX76102PUBLICTO SUPPORT CHARITABLE ACTIVITY$4,000
CENTER FOR TRANSFORMING LIVES
512 W 4TH STREETFORT WORTHTX76102PUBLICTO SUPPORT CHARITABLE ACTIVITY$1,000
CHILDRENS MUSEUM OF THE ARTS
103 CHARLTON STNEW YORKNY10014PUBLICTO SUPPORT CHARITABLE ACTIVITY$200
CHRIST CHAPEL
3701 BIRCHMAN AVEFORT WORTHTX76107PUBLICTO SUPPORT CHARITABLE ACTIVITY$10,000
COMMUNITY PARTNERS OF TARRANT COUNTY
2700 BEN AVENUEFORT WORTHTX76103PUBLICTO SUPPORT CHARITABLE ACTIVITY$1,000
COOK CHILDRENS HEALTH FOUNDATION
801 7TH AVENUEFORT WORTHTX76104PUBLICTO SUPPORT CHARITABLE ACTIVITY$5,500
COOK CHILDRENS NEUROBLASTOMA FUND
500 W 13TH STREETFORT WORTHTX76102PUBLICTO SUPPORT CHARITABLE ACTIVITY$1,000
DOCTORS WITHOUT BORDERS
PO BOX 5023HAGERSTOWNMD21741PUBLICTO SUPPORT CHARITABLE ACTIVITY$1,000
DOWNWINDERS AT RISK
PO BOX 763844DALLASTX75376PUBLICTO SUPPORT CHARITABLE ACTIVITY$500
EASTER SEALS
1424 HEMPHILL STFORT WORTHTX76104PUBLICTO SUPPORT CHARITABLE ACTIVITY$4,000
FAR CORNERS COMMUNITY MUSICAL THEATRE
1108 FORT STREET MALL SUITE 9BHONOLULUHI96813PUBLICTO SUPPORT CHARITABLE ACTIVITY$250
FERTILE VALLEY MIMISTRIES
2418 MONTERREY STREETARLINGTONTX76015PUBLICTO SUPPORT CHARITABLE ACTIVITY$1,000
FORT WORTH COUNTRY DAY SCHOOL
4200 COUNTRY DAY LANEFORT WORTHTX76109PUBLICTO SUPPORT CHARITABLE ACTIVITY$16,500
FIRST UNITED METHODIST CHURCH
800 WEST 5TH STREETFORT WORTHTX76102PUBLICTO SUPPORT CHARITABLE ACTIVITY$60,000
FORT WORTH OPERA
1300 GENDY STREETFORT WORTHTX76107PUBLICTO SUPPORT CHARITABLE ACTIVITY$50,000
FORT WORTH SYMPHONY ORCHESTRA
PO BOX 2587FORT WORTHTX76113PUBLICTO SUPPORT CHARITABLE ACTIVITY$5,800
FITWORTH
3500 CAMP BOWIE BLVDFORT WORTHTX76107PUBLICTO SUPPORT CHARITABLE ACTIVITY$2,500
FORTRESS YOUTH DEVELOPMENT CENTER
PO BOX 422FORT WORTHTX76101PUBLICTO SUPPORT CHARITABLE ACTIVITY$1,500
FORT WORTH DROWNING COALITION
PO BOX 11813FORT WORTHTX76110PUBLICTO SUPPORT CHARITABLE ACTIVITY$1,000
FORT WORTH FIRE DEPARTMENT STATION #26
505 W FELIXFORT WORTHTX76115PUBLICTO SUPPORT CHARITABLE ACTIVITY$250
FORT WORTH POLICE OFFICERS ASSOC
PO BOX 17659FORT WORTHTX76102PUBLICTO SUPPORT CHARITABLE ACTIVITY$500
FORT WORTH PUBLIC LIBRARY FOUNDATION
500 W 3RD STREETFORT WORTHTX76102PUBLICTO SUPPORT CHARITABLE ACTIVITY$250
FORT WORTH SISTER CITIES
PO BOX 17879FORT WORTHTX76102PUBLICTO SUPPORT CHARITABLE ACTIVITY$3,100
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$3,000
HOPE CENTER
4101 W GREEN OAKS RDARLINGTONTX76016PUBLICTO SUPPORT CHARITABLE ACTIVITY$1,000
HUMANE SOCIETY OF NORTH TEXAS
1840 E LANCASTER AVENUEFORT WORTHTX76103PUBLICTO SUPPORT CHARITABLE ACTIVITY$200
IMMUNIZATION COLLABORATION OF TARRANT COUNTY
PO BOX 100192FORT WORTHTX76185PUBLICTO SUPPORT CHARITABLE ACTIVITY$2,000
INDEPENDENCE PASS FOUNDATION
PO BOX 1700ASPENCO81612PUBLICTO SUPPORT CHARITABLE ACTIVITY$500
INGLIS HOUSE
2600 BELMONTPHILADELPHIAPA19131PUBLICTO SUPPORT CHARITABLE ACTIVITY$250
JACKSONVILLE COLLEGE JAGUAR BASKETBALL
105 BJ ALBRITTON DRJACKSONVILLETX75766PUBLICTO SUPPORT CHARITABLE ACTIVITY$1,000
JAMES L WEST ALZHEIMER CENTER
1111 SUMMIT AVEFORT WORTHTX76102PUBLICTO SUPPORT CHARITABLE ACTIVITY$1,000
JARVIS CHRISTIAN COLLEGE
PO BOX 1470HAWKINSTX75765PUBLICTO SUPPORT CHARITABLE ACTIVITY$1,000
JEWEL CHARITY
5020 COLLINWOOD AVE SUITE 400FORT WORTHTX76107PUBLICTO SUPPORT CHARITABLE ACTIVITY$500
GREATER FORT WORTH COMMUNITY CHARITIES
3850 SILVERTON CIRCLE SUITE 1301FORT WORTHTX76133PUBLICTO SUPPORT CHARITABLE ACTIVITY$500
KIMBELL ART MUSEUM
3333 CAMP BOWIE BLVDFORT WORTHTX76107PUBLICTO SUPPORT CHARITABLE ACTIVITY$770
SUSAN KOMEN OF FORT WORTH
2216 GREEN OKAS RDFORT WORTHTX76116PUBLICTO SUPPORT CHARITABLE ACTIVITY$1,500
LAKE FORK COMMUNITY FOUNDATION
PO BOX 322LAKE CITYCO81235PUBLICTO SUPPORT CHARITABLE ACTIVITY$1,000
LENA POPE HOME
3131 SANGUINET STREETFORT WORTHTX76107PUBLICTO SUPPORT CHARITABLE ACTIVITY$1,000
LIFEGIFT - SOUTHEAST REGION
2510 WESTRIDGE ROADHOUSTONTX77054PUBLICTO SUPPORT CHARITABLE ACTIVITY$2,000
LIGHTHOUSE FOR THE BLIND
912 WEST BROADWAYFORT WORTHTX76104PUBLICTO SUPPORT CHARITABLE ACTIVITY$1,000
LONGHORN COUNCIL BSA
PO BOX 54190HURSTTX76054PUBLICTO SUPPORT CHARITABLE ACTIVITY$2,500
MAKE A WISH NORTH TEXAS
3509 HULEN STREETFORT WORTHTX76107PUBLICTO SUPPORT CHARITABLE ACTIVITY$2,000
MANOS DE CRISTO
4911 HARMON AVEAUSTINTX78751PUBLICTO SUPPORT CHARITABLE ACTIVITY$2,500
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$500
MARSHAL DIRECT FUND
PO BOX 4477ASPENCO81612PUBLICTO SUPPORT CHARITABLE ACTIVITY$1,500
MD ANDERSON CANCER CENTER
PO BOX 4464HOUSTONTX77210PUBLICTO SUPPORT CHARITABLE ACTIVITY$1,000
MEALS ON WHEEL TARRANT COUNTY
320 SOUTH FREEWAYFORT WORTHTX76104PUBLICTO SUPPORT CHARITABLE ACTIVITY$4,500
MENTAL HEALTH AMERICA OF GREATER TARRANT COUNTY
3136 WEST 4TH STREETFORT WORTHTX76107PUBLICTO SUPPORT CHARITABLE ACTIVITY$600
MERCY CORPS
PO BOX 2669PORTLANDOR97208PUBLICTO SUPPORT CHARITABLE ACTIVITY$1,000
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$834
MOUNTAIN RESCUE ASPEN
37925 HIGHWAY 82ASPENCO81611PUBLICTO SUPPORT CHARITABLE ACTIVITY$1,000
NATIONAL MS SOCIETY
PO BOX 4125HOUSTONTX77210PUBLICTO SUPPORT CHARITABLE ACTIVITY$1,000
NATIONAL PARK FOUNDATION
PO BOX 17394BALTIMOREMD21298PUBLICTO SUPPORT CHARITABLE ACTIVITY$1,000
OLD JAIL ART CENTER
201 2ND STREETALBANYTX76430PUBLICTO SUPPORT CHARITABLE ACTIVITY$1,000
ONE SAFE PLACE
1100 HEMPHILLFORT WORTHTX76104PUBLICTO SUPPORT CHARITABLE ACTIVITY$1,000
PITZER COLLEGE
1050 NORTH MILLS AVECLAREMONTCA91711PUBLICTO SUPPORT CHARITABLE ACTIVITY$1,500
PLANNED PARENTHOOD
7424 GREENVILLE AVE 206DALLASTX75231PUBLICTO SUPPORT CHARITABLE ACTIVITY$8,125
PRESBYTERIAN NIGHT SHELTER
PO BOX 2645FORT WORTHTX76113PUBLICTO SUPPORT CHARITABLE ACTIVITY$3,000
PUBLIC PREPATORY ACADEMIES
291 BROADWAY SUITE 1202NEW YORKNY10007PUBLICTO SUPPORT CHARITABLE ACTIVITY$200
ROARING FORK CONSERVANCY
PO BOX 3349BASALTCO81621PUBLICTO SUPPORT CHARITABLE ACTIVITY$200
RONALD MCDONALD HOUSE
1004 7TH AVENUEFORT WORTHTX76104PUBLICTO SUPPORT CHARITABLE ACTIVITY$1,000
RV JONES SCHOLARSHIP FUND
1816 HIGH VISTA AVEFORT WORTHTX76112PUBLICTO SUPPORT CHARITABLE ACTIVITY$1,500
SALVATION ARMY
PO BOX 99400FORT WORTHTX76199PUBLICTO SUPPORT CHARITABLE ACTIVITY$2,000
SAMARITAN HOUSE
929 HEMPHILL STFORT WORTHTX76104PUBLICTO SUPPORT CHARITABLE ACTIVITY$2,000
ST ANDREWS EPISCOPAL CHURCH
917 LAMAR STFORT WORTHTX76102PUBLICTO SUPPORT CHARITABLE ACTIVITY$500
STRIPLING MIDDLE SCHOOL
2100 CLOVER LANEFORT WORTHTX76107PUBLICTO SUPPORT CHARITABLE ACTIVITY$10,500
SYMPHONY LEAGUE OF FORT WORTH
PO BOX 101716FORT WORTHTX76185PUBLICTO SUPPORT CHARITABLE ACTIVITY$500
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
TEXAS HEALTH RESOURCES FOUNDATION
612 EAST LAMAR BLVD SUITE 300ARLINGTONTX76011PUBLICTO SUPPORT CHARITABLE ACTIVITY$4,000
TEXAS RE-ENTRY SERVICES
1408 ST LOUIS AVENUEFORT WORTHTX76104PUBLICTO SUPPORT CHARITABLE ACTIVITY$1,000
TEXAS WESLEYAN UNIVERSITY
1201 WESLEYANFORT WORTHTX76105PUBLICTO SUPPORT CHARITABLE ACTIVITY$32,184
THOMPSON DIVIDE COALITION
PO BOX 2045CARBONDALECO81623PUBLICTO SUPPORT CHARITABLE ACTIVITY$1,000
TRAIL FOUNDATION
PO BOX 5195AUSTINTX78763PUBLICTO SUPPORT CHARITABLE ACTIVITY$5,000
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
UNITED COMMUNITY CENTERS
1200 E MADDOXFORT WORTHTX76104PUBLICTO SUPPORT CHARITABLE ACTIVITY$100
USO
PO BOX 96860WASHINGTONDC20077PUBLICTO SUPPORT CHARITABLE ACTIVITY$1,000
UNIVERSITY OF TEXAS
PO BOX 7458AUSTINTX78713PUBLICTO SUPPORT CHARITABLE ACTIVITY$2,000
UT SOUTHWESTERN MEDICAL CENTER
PO BOX 910888DALLASTX75391PUBLICTO SUPPORT CHARITABLE ACTIVITY$5,000
UNIVERSITY LITTLE LEAGUE
3000 S HULEN STREET SUITE 124FORT WORTHTX76109PUBLICTO SUPPORT CHARITABLE ACTIVITY$1,500
UNTHSC FOUNDATION
3500 CAMP BOWIE BLVDFORT WORTHTX76107PUBLICTO SUPPORT CHARITABLE ACTIVITY$1,000
VANDERBILT UNIVERSITY
2301 VANDERBILT PLACENASHVILLETN37203PUBLICTO SUPPORT CHARITABLE ACTIVITY$2,000
VAN ZANDT COTTAGE FRIENDS
PO BOX 470742FORT WORTHTX76147PUBLICTO SUPPORT CHARITABLE ACTIVITY$1,000
VETERANS OF FOREIGN AFFAIRS
406 WEST 34TH STREETKANSAS CITYMO64111PUBLICTO SUPPORT CHARITABLE ACTIVITY$1,000
THE WARM PLACE
809 LIPSCOMBFORT WORTHTX76104PUBLICTO SUPPORT CHARITABLE ACTIVITY$1,500
WILDERNESS WORKSHOP
520 S 3RD STREET 27CARBONDALECO81623PUBLICTO 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 WARRIOR PROJECT
PO BOX 758540TOPEKAKS66675PUBLICTO SUPPORT CHARITABLE ACTIVITY$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$492,780TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$920ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$314,352ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$82,281RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$315,272ExclusionAmt
Related Or Exempt Function Incm$82,281RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$397,553TotalIncomeProducingActyAmt

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
Gross Sales Price$82,281GrossSalesPriceAmt
Total Net$82,281TotalNetAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
VANGUARD HIGH YIELD FUND$477,343$445,799
VANGUARD INTERMEDIATE TERM FUND$1,155,977$1,238,492
VANGUARD MIDCAP INDEX FUND$650,182$874,041
VANGUARD GLOBAL EQUITY FUND$1,570,187$1,738,717
VANGUARD 500 INDEX FUND$1,015,253$1,392,938
VANGUARD SMALL CAP INDEX FUND$653,081$833,560
VANGUARD WINDSOR FUND$629,849$661,583
VANGUARD INTERMEDIATE TERM TREASURY FUND ADMIRAL$294,453$301,037
VANGUARD WINDSOR II FUND$645,723$626,690
VANGUARD GNMA FUND$1,608,439$1,600,196
VANGUARD HIGH DIVIDEND YIELD$2,266,517$2,978,010

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryBWW LEGALCategoryTxt
Legal Fees$1,606LegalFeesAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAXES$1,330$1,330
EXCISE TAXES$6,766
PAYROLL TAXES$3,672$1,836
OTHER

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