2015-10-06T14:00:53-05:00 2014-12-31 990PF 2014-01-01 752641436 JAMES AND ELIZABETH SOWELL FOUNDATION JAME 2148713320 1601 ELM STREET SUITE 3500 DALLAS TX 75201 JAMES E SOWELL PRESIDENT 2148713320 2015-10-06 2014 2016-02-25 16:41:14Z X X 8265072 X X 3833 3833 36948 35535 -182844 42246 0 76375 0 -65688 39368 0 0 0 2423 2423 0 2500 1250 625 12760 10 0 -72147 14890 0 -54464 18573 625 543243 543243 488779 18573 543868 -554467 20795 -1 -1 1730014 1242182 1242182 1382499 1431486 1389096 4053996 3938375 5633795 7166509 6612042 8265072 0 0 X 0 0 2281398 2281398 4885111 4330644 7166509 6612042 7166509 6612042 7166509 -554467 0 6612042 0 6612042 FROM K-1 MEDIPHASE VENTURE PTNRS D 2006-01-01 2014-12-31 12 -12 -12 FROM K-1 MEDIPHASE VENTURE PTNRS D 2006-01-01 2014-12-31 192989 -192989 -192989 FROM K-1 MEDIPHASE ANNEX FUND D 2006-01-01 2014-12-31 38445 38445 38445 FROM K-1 SERVICE EQUITY PARTNERS D 2006-01-01 2014-12-31 3801 3801 3801 FROM K-1 TL VENTURES V INTERFUND D 2006-01-01 2014-12-31 32089 -32089 -32089 -182844 0 505561 8585805 0.058883 501882 8023896 0.062548 701552 6593707 0.106397 486580 7348209 0.066217 426422 6338324 0.067277 0.361322 0.072264 8336271 602412 208 602620 543868 416 0 416 0 416 794 794 378 378 0 0 0 0 0 0 0 0 0 1 1 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/DIRECTOR 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 1385798 1443626 5633795 8463219 0 0 8463219 126948 8336271 416814 416814 416 13378 13794 403020 0 403020 0 403020 543868 0 543868 0 543868 403020 0 0 138975 138223 377701 130797 89730 875426 543868 0 0 0 403020 140848 0 0 1016274 0 0 0 0 0 0 138975 877299 138223 377701 130797 89730 140848 JAMES E SOWELL ELIZABETH F SOWELL X FROM K-1 GRAND BANK 16660 DALLAS PARKWAY DALLAS TX 75248 NONE 501(C)(3) CHARITABLE 1239 CITYSQUARE 511 N AKARD ST STE 302 DALLAS TX 75201 NONE 501(C)(3) CHARITABLE 542004 543243 0 14 3833 14 36948 900099 76375 18 -182844 76375 -142063 0 -65688 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 2500 1250 625 GRAND BANK, INC. 1063806 1021416 SOVERIGN BANCSHARES 100000 100000 MAIN STREET NATIONAL BANK 267680 267680 SERVICE EQUITY PARTNERSHIP AT COST 135782 135782 TL VENTURES V INTERFUND AT COST 83378 83378 BLACKETT CAPITAL MANAGEMENT, LP AT COST 378245 378245 TRANSAMERICA LIFE INSURANCE POLICY AT COST 2771701 4466958 MEDIPHASE VENTURE PARTNERSHIP AT COST 306604 306604 MEDIPHASE ANNEX FUND AT COST 262665 262828 LEGAL FEES 2423 2423 0 FROM K-1 MEDIPHASE VENTURE 5517 5517 0 FROM K-1 MEDIPHASE ANNEX 5422 5422 0 FROM K-1 BLACKETT CAPITAL LP 56 56 0 FROM K-1 SERVICE EQUITY PARTNERS 2606 2606 0 FROM K-1 TL VENTURES V INTERFUND 1289 1289 0 NONDEDUCTIBLE EXPENSE FROM K-1 2351 0 0 BOOK/TAX DIFFERENCES FROM K-1 -89388 0 0 FROM K-1 GRAND BANK 78731 0 78731 FROM K-1 TL VENTURES INTERFUND 16 0 16 1231 GAIN FROM K-1 GRAND BANK -2372 0 -2372 JAMES E SOWELL 1601 ELM STREET SUITE 3500 DALLAS TX 75201 CA FILING FEE 10 10 0 FEDERAL EXCISE TAX 12750 0 0