2014-08-15T10:36:53-05:00 2013-12-31 752887876 Nelms & Snyder LLP 14881 Quorum Dr Suite 500 Dallas TX 75254 990PF 2013-01-01 752942544 JAMES AND SALLY NATION FOUNDATION JAME 2143885751 PO BOX 180849 DALLAS TX 75218 JAMES H NATION PRESIDENT 2143885751 2014-05-15 1 Bryan L Nelms P00984356 9729807699 X 2013 2015-12-30 17:16:21Z X 10589426 X 1505841 4 4 163960 163960 643502 5753583 643502 2313307 807466 0 0 0 0 0 13567 13567 0 0 13567 13567 0 0 138504 138504 152071 13567 0 138504 2161236 793899 0 194162 3410 3410 7181121 9525920 10586016 7375283 9529330 10589426 0 0 X 0 0 0 0 7375283 9529330 7375283 9529330 7375283 9529330 7375283 2161236 0 9536519 7189 9529330 VANGUARD-INT-AT&T-16 SHS P 2013-11-04 2013-12-06 552 579 -27 -27 VANGUARD-INT-AT&T-19.94 SHS P 2013-08-02 2013-12-06 689 710 -21 -21 VANGUARD-PLUM-INT- CR TIMBER-815 SHS P 2013-01-01 2013-11-26 35281 40940 -5659 -5659 VANGUARD-INT-AT&T-578.0596 SHS P 2012-01-01 2013-12-06 19960 18186 1774 1774 VANGUARD-SCH-GR ADM-REDEMP P 2010-04-26 2013-09-23 23009 22898 111 111 VANGUARD-EXT MKT FD INDX ADM P 2012-01-01 2013-11-26 100000 73704 26296 26296 VANGUARD-GNMA FD ADM P 2013-01-01 2013-02-11 109410 111638 -2228 -2228 VANGUARD-GNMA FD ADM P 2012-01-01 2013-02-11 248340 253398 -5058 -5058 VANGUARD-MID CAP GR IDX ADM P 2013-01-01 2013-09-30 824 65 759 759 VANGUARD-MID CAP GR IDX ADM P 2012-01-01 2013-09-30 118914 75154 43760 43760 VANGUARD-ST INV GR ADM P 2013-01-01 2013-07-09 1133915 1152795 -18880 -18880 VANGUARD-ST INV GR ADM P 2012-01-01 2013-07-09 840585 848370 -7785 -7785 VANGUARD-S-CAP GR IDX ADM P 2013-01-01 2013-09-30 58418 50542 7876 7876 VANGUARD-S-CAP GR IDX ADM P 2012-01-01 2013-09-30 66086 50191 15895 15895 VANGUARD-WELLESLEY INC FD ADM P 2012-01-01 2013-02-11 25000 22844 2156 2156 VANGUARD-WELLESLEY INC FD ADM P 2013-01-01 2013-07-08 29547 28917 630 630 VANGUARD-WELLESLEY INC FD ADM P 2012-01-01 2013-07-08 748802 682883 65919 65919 VANGUARD-WELLINGTON FD ADM P 2012-01-01 2013-07-08 850000 664075 185925 185925 SCHWAB-INST RECAP-#0556 P 2013-01-01 2013-12-01 175770 156871 18899 18899 SCHWAB-INST RECAP-#0556 P 2012-01-01 2013-12-01 540843 439621 101222 101222 SCHWAB-INST RECAP-#3771 P 2013-01-01 2013-12-01 361449 349380 12069 12069 SCHWAB-INST RECAP-#3771 P 2012-01-01 2013-12-01 84512 66320 18192 18192 Capital Gains Dividends P 181677 181677 181677 643502 0 190805 6680321 0.028562 469550 5099860 0.092071 222996 3875323 0.057543 383000 2799520 0.136809 1208533 3572869 0.338253 0.653238 0.130648 8986541 1174074 7939 1182013 138504 15878 0 15878 0 15878 0 X 161 16039 0 0 0 0 0 0 0 0 0 0 0 1 TX 1 0 1 0 0 1 NONE JAMES H NATION 2143885751 8273 MOBERLY LN DALLAS TEXAS TX 75227 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JAMES NATION 8273 MOBERLY LN DALLAS TX 75227 DIRECTOR 5.00 0 0 0 SALLY NATION 8273 MOBERLY LN DALLAS TX 75227 DIRECTOR 5.00 0 0 0 NONE 0 NONE 0 0 9024606 98786 0 9123392 0 0 9123392 136851 8986541 449327 449327 15878 15878 433449 0 433449 0 433449 138504 0 138504 0 138504 433449 0 0 1031474 244200 31229 216599 1523502 138504 0 0 0 138504 0 294945 294945 1228557 0 0 0 0 0 0 736529 492028 244200 31229 216599 X JAMES NATION JAMES AND SALLY NATION PO BOX 180849 DALLAS TX 75218 2143885751 APPLICATIONS IN WRITING AND REASON FOR REQUEST NO DEADLINES NO RESTRICTIONS OR LIMITATIONS DALLAS BAPTIST UNIVERSITY 3000 MTN CRK PKWY DALLAS TX 75211 N/A PUBLIC RELIGIOUS 26000 DALLAS SYMPHONY ORCHESTRA 2301 FLORA ST DALLAS TX 75201 N/A PUBLIC CIVIC 3000 RISD FOUNDATION TWO COLLEGE ST PROVIDENCE RI 02903 N/A PUBLIC CIVIC 10000 WILSHIRE BAPTIST CHURCH 4316 ABRAMS RD DALLAS TX 75214 N/A PUBLIC RELIGIOUS 25000 HEALING HANDS MINISTRIES 7475 SKILLMAN DALLAS TX 75231 N/A PUBLIC CIVIC 50000 YMCA 7324 GASTON DALLAS TX 75218 N/A PUBLIC CIVIC 1500 SCHOLARSHIPS PAID YE 2013 DETAIL IN FOUNDATION RECORDS 8273 MOBERLY LN DALLAS TX 75218 N/A PUBLIC SCHOLARSHIPS 23004 138504 0 14 4 14 163960 14 643502 0 807466 0 807466 0 0 0 0 0 0 0 0 0 0 X X 1 JAMES SALLY NATION 8273 MOBERLY LN DALLAS TX 75227 1505841 X 1 MARKETABLE SECURITIES - VANGUARD FUNDS 1505841 2013-11-26 VANGUARD - COMBINED FUNDS AT COST 7322239 7649692 DODGE & COX - BALANCED FUND AT COST 0 0 DODGE & COX - STOCK FUND AT COST 332765 504815 CHARLES SCHWAB - ACCOUNTS AT COST 0 0 VANGUARD - SCHORLARSHIP FUNDS AT COST 74513 61268 DODGE & COX - INCOME FUND AT COST 244271 256970 CHARLES SCHWAB-INST ACCOUNTS AT COST 1552132 2113271 2012 EXCISE TAX PAID 7189 FEES-INST SCHWAB 13452 13452 0 0 FOREIGN TAXES 115 115 0 0 JAMES SALLY NATION 8273 MOBERLY LN DALLAS TX 75227