Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2014
Open to Public Inspection
For calendar year 2014, or tax year beginning 2014, and ending , 20
Name of foundation
DUBOSE FAMILY FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 2990   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
FORT WORTH, TX76113
A Employer identification number

20-1588677
B Telephone number (see instructions)

(817) 390-2202
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$15,216,942J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach
schedule).............. 1,323,558
2 Check bullet
Sch. B ...............
3 Interest on savings and temporary cash investments 536 536  
4 Dividends and interest from securities...... 289,506 289,506  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment 75,770
b Gross sales price for all assets on line 6a 75,770
7 Capital gain net income (from Part IV, line 2)... 75,770
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 1,689,370 365,812  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 48,000 24,000    
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 3,615      
b Accounting fees (attach schedule)....... Click to see attachment 750 375    
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 9,534 3,121    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 61,899 27,496   0
25 Contributions, gifts, grants paid........ 506,093 506,093
26 Total expenses and disbursements. Add lines 24 and 25 567,992 27,496   506,093
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,121,378
b Net investment income (if negative, enter -0-) 338,316
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2014)
Form 990-PF (2014)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............... 1,295,846 2,057,806 2,057,806
2 Savings and temporary cash investments.......... 438,940 438,984 438,984
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges........... 8,222 3,645 3,645
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 10,207,981 Click to see attachment10,571,932 12,716,507
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 11,950,989 13,072,367 15,216,942
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable..................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)..........   0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted...................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 11,950,989 13,072,367
30 Total net assets or fund balances (see instructions)...... 11,950,989 13,072,367
31 Total liabilities and net assets/fund balances (see instructions).. 11,950,989 13,072,367
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 11,950,989
2 Enter amount from Part I, line 27a..................... 2 1,121,378
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 13,072,367
5 Decreases not included in line 2 (itemize) bullet 5  
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 13,072,367
Form 990-PF (2014)
Form 990-PF (2014)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1 a VANGUARD CAPITAL GAIN DISTRIBUTIONS D 2005-01-01 2014-12-31
b
c
d
e
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 75,770 0 0 75,770
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a 0 0 0 75,770
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 75,770
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 . . . . . . . . . . . . . . . . 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2013 401,721 11,628,219 0.034547
2012 413,726 9,664,412 0.042809
2011 346,840 8,494,474 0.040831
2010 345,410 6,410,954 0.053878
2009 502,220 5,275,999 0.095190
2 Total of line 1, column (d) ...................... 2 0.267255
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3 0.053451
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 13,518,024
5 Multiply line 4 by line 3....................... 5 722,552
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 3,383
7 Add lines 5 and 6......................... 7 725,935
8 Enter qualifying distributions from Part XII, line 4.............. 8 506,093
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2014)
Form 990-PF (2014)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 6,766
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 6,766
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 6,766
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 3,645
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 9,897
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. Part VI Line 7 - Original Return Overpayment: -13542 7 13,542
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 6,776
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet6,776 RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletTX
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2014 or the taxable year beginning in 2014 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletJAMIE ADAMS DUBOSE Telephone no.bullet (817) 390-2202
    Located atbullet2624 WEST FREEWAYFORT WORTHTX ZIP+4bullet76102
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2014, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........
    1b
     
     
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2014?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2014, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2014?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?........................
    b
    If "Yes," did it have excess business holdings in 2014 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2014.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2014?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)..................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.......................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    JAMES S DUBOSE DIRECTOR
    1.00     		0 0 0
    2624 WEST FREEWAY
    FORT WORTH,TX76102
    JAMES E DUBOSE DIRECTOR
    1.00     		0 0 0
    2624 WEST FREEWAY
    FORT WORTH,TX76102
    CHRISTOPHER J KEYLAND DIRECTOR
    1.00     		0 0 0
    2624 WEST FREEWAY
    FORT WORTH,TX76102
    KATHRYN J ROBERTS DIRECTOR
    1.00     		0 0 0
    2624 WEST FREEWAY
    FORT WORTH,TX76102
    ANNA A DUBOSE PRESIDENT
    20.00     		48,000 0 0
    2624 WEST FREEWAY
    FORT WORTH,TX76102
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 8
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    12,652,357
    b
    Average of monthly cash balances.......................
    1b
    1,071,525
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    13,723,882
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    13,723,882
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    205,858
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    13,518,024
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    675,901
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    675,901
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    6,766
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    6,766
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    669,135
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    669,135
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    669,135
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    506,093
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    506,093
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    506,093
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2013     		(c)
    2013     		(d)
    2014
    1 Distributable amount for 2014 from Part XI, line 7 669,135
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2014:
    a From 2009....... 141,381
    b From 2010....... 35,215
    c From 2011.......  
    d From 2012.......  
    e From 2013.......  
    fTotal of lines 3a through e......... 176,596
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 506,093
    a Applied to 2013, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		 
    d Applied to 2014 distributable amount..... 506,093
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2014. 163,042 163,042
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 13,554
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2013. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2014. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8Excess distributions carryover from 2009 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......     		13,554
    10 Analysis of line 9:
    a Excess from 2010.... 13,554
    b Excess from 2011....  
    c Excess from 2012....  
    d Excess from 2013....  
    e Excess from 2014....  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2014, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2014 (b) 2013 (c) 2012 (d) 2011
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    NA
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    NA
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    JAMIE ADAMS DUBOSE
    2624 WEST FREEWAY
    FORT WORTH,TX76102
    (817) 390-2202
    bThe form in which applications should be submitted and information and materials they should include:
    WRITTEN REQUEST IN LETTER FORM, PURPOSE OR PROPOSED USE OF GRANT OR DONATION.
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NONE
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    AMPHIBIAN STAGE PRODUCTION
    120 S MAIN ST
    FORT WORTH,TX76104     		  PUBLIC TO SUPPORT CHARITABLE ACTIVITY 1,712
    ALZHEIMERS FOUNDATION OF AMERICA
    322 8TH AVENUE
    NEW YORK,NY10001     		  PUBLIC TO SUPPORT CHARITABLE ACTIVITY 1,000
    AIDS OUTREACH CENTER
    400 NORTH BEACH
    FORT WORTH,TX76111     		  PUBLIC TO SUPPORT CHARITABLE ACTIVITY 500
    AMON CARTER MUSEUM OF AMERICAN ART
    3501 CAMP BOWIE BLVD
    FORT WORTH,TX76107     		  PUBLIC TO SUPPORT CHARITABLE ACTIVITY 9,572
    ARBORLAWN UNITED METHODIST CHURCH
    5001 BRIARHAVEN RD
    FORT WORTH,TX76109     		  PUBLIC TO SUPPORT CHARITABLE ACTIVITY 500
    ARLINGTON LIFE SHELTER
    325 W DIVISION STREET
    ARLINGTON,TX76011     		  PUBLIC TO SUPPORT CHARITABLE ACTIVITY 1,000
    AMERICAN RED CROSS
    PO BOX 4002018
    DES MOINES,IA50340     		  PUBLIC TO SUPPORT CHARITABLE ACTIVITY 5,000
    THE ART STATION
    1616 PARK PLACE AVENUE
    FORT WORTH,TX76110     		  PUBLIC TO SUPPORT CHARITABLE ACTIVITY 250
    ASPEN EDUCATION FOUNDATION
    PO BOX 2200
    ASPEN,CO81612     		  PUBLIC TO SUPPORT CHARITABLE ACTIVITY 1,000
    ASPEN HISTORICAL SOCIETY
    620 W BLEELER STREET
    ASPEN,CO81611     		  PUBLIC TO SUPPORT CHARITABLE ACTIVITY 500
    AUSTIN PARKS FOUNDATION
    507 CALLES ST 116
    AUSTIN,TX78702     		  PUBLIC TO SUPPORT CHARITABLE ACTIVITY 500
    EASTER SEALS CENTRAL TEXAS
    1611 HEADWAY CIRCLE BLDG 2
    AUSTIN,TX78754     		  PUBLIC TO SUPPORT CHARITABLE ACTIVITY 2,000
    FORT WORTH POLIC OFFICERS FOUNDATION
    PO BOX 17695
    FORT WORTH,TX76102     		  PUBLIC TO SUPPORT CHARITABLE ACTIVITY 1,500
    ASPEN COUNTRY DAY SCHOOL
    3 MUSIC SCHOOL RD
    ASPEN,CO81611     		  PUBLIC TO SUPPORT CHARITABLE ACTIVITY 12,000
    ASPEN COMMUNITY CHURCH
    200 E BLEEKER STREET
    ASPEN,CO81611     		  PUBLIC TO SUPPORT CHARITABLE ACTIVITY 26,000
    ASPEN MUSIC FESTIVAL & SCHOOL
    2 MUSIC SCHOOL ROAD
    ASPEN,CO81611     		  PUBLIC TO SUPPORT CHARITABLE ACTIVITY 1,000
    AUSTIN CHILDREN'S SHELTER
    4800 MANOR ROAD
    AUSTIN,TX78723     		  PUBLIC TO SUPPORT CHARITABLE ACTIVITY 5,000
    AUSTIN HABITAT FOR COMMUNITY
    310 COMAL 100
    AUSTIN,TX78702     		  PUBLIC TO SUPPORT CHARITABLE ACTIVITY 3,000
    BIG BROTHERS BIG SISTERS
    205 W MAIN STREET
    ARLINGTON,TX76010     		  PUBLIC TO SUPPORT CHARITABLE ACTIVITY 500
    BOOKSPRING
    PO BOX 143147
    AUSTIN,TX78714     		  PUBLIC TO SUPPORT CHARITABLE ACTIVITY 500
    BOYS AND GIRLS CLUB OF FORT WORTH
    3218 E BELKNAP
    FORT WORTH,TX76111     		  PUBLIC TO SUPPORT CHARITABLE ACTIVITY 900
    GRAPEVINE RELIEF AND COMMUNITY EXCHANGE
    PO BOX 412
    GRAPEVINE,TX76099     		  PUBLIC TO SUPPORT CHARITABLE ACTIVITY 1,000
    CAPITAL AREA FOOD BANK OF TEXAS
    8201 SOUTH CONGRESS
    AUSTIN,TX78745     		  PUBLIC TO SUPPORT CHARITABLE ACTIVITY 2,000
    CARITAS OF AUSTIN
    PO BOX 1947
    AUSTIN,TX78767     		  PUBLIC TO SUPPORT CHARITABLE ACTIVITY 2,500
    CASA OF TRAVIS COUNTY
    7701 N LAMAR
    AUSTIN,TX78752     		  PUBLIC TO SUPPORT CHARITABLE ACTIVITY 2,000
    CAMP FIRE USA
    2700 MEACHAM BLVD
    FORT WORTH,TX76137     		  PUBLIC TO SUPPORT CHARITABLE ACTIVITY 500
    JEWEL CHARITY
    5020 COLLINWOOD AVE SUITE 400
    FORT WORTH,TX76107     		  PUBLIC TO SUPPORT CHARITABLE ACTIVITY 500
    CHILDRENS CHARITIES OF FORT WORTH
    PO BOX 1728
    HURST,TX76053     		  PUBLIC TO SUPPORT CHARITABLE ACTIVITY 1,000
    COMMUNITY ENRICHMENT CENTER
    6250 NE LOOP 820
    N RICHLAND HILLS,TX76180     		  PUBLIC TO SUPPORT CHARITABLE ACTIVITY 1,500
    COMMUNITY PARTNERS OF TARRANT COUNTY
    2700 BEN AVENUE
    FORT WORTH,TX76103     		  PUBLIC TO SUPPORT CHARITABLE ACTIVITY 1,000
    DELL CHILDRENS MEDICAL CENTER
    4900 MUELLER
    AUSTIN,TX78752     		  PUBLIC TO SUPPORT CHARITABLE ACTIVITY 2,000
    EASTER SEALS - NORTH TEXAS
    1424 HEMPHILL STREET
    FORT WORTH,TX76104     		  PUBLIC TO SUPPORT CHARITABLE ACTIVITY 15,000
    FERTILE VALLEY MINISTRIES
    2418 MONTERREY STREET
    ARLINGTON,TX76015     		  PUBLIC TO SUPPORT CHARITABLE ACTIVITY 1,500
    FIRST UNITED METHODIST CHURCH
    800 WEST FIFTH STREET
    FORT WORTH,TX76102     		  PUBLIC TO SUPPORT CHARITABLE ACTIVITY 65,000
    CHILD FIND AMERICA
    PO BOX 277
    NEW PALTZ,NY12561     		  PUBLIC TO SUPPORT CHARITABLE ACTIVITY 2,000
    LENA POPE HOME
    3131 SANGUINET STREET
    FORT WORTH,TX76107     		  PUBLIC TO SUPPORT CHARITABLE ACTIVITY 1,000
    FORT WORTH COUNTRY DAY SCHOOL
    4200 COUNTRY DAY LANE
    FORT WORTH,TX76109     		  PUBLIC TO SUPPORT CHARITABLE ACTIVITY 10,500
    FORT WORTH INDEPENDENT SCHOOL DISTRICT
    1000 N UNIVERSITY DRIVE 260
    FORT WORTH,TX76107     		  PUBLIC TO SUPPORT CHARITABLE ACTIVITY 1,000
    FORT WORTH OPERA
    1300 GENDY STREET
    FORT WORTH,TX76107     		  PUBLIC TO SUPPORT CHARITABLE ACTIVITY 50,000
    FORT WORTH SYMPHONY ORCHESTRA
    PO BOX 2587
    FORT WORTH,TX76113     		  PUBLIC TO SUPPORT CHARITABLE ACTIVITY 5,780
    MD ANDERSON CANCER CENTER
    PO BOX 4464
    HOUSTON,TX77210     		  PUBLIC TO SUPPORT CHARITABLE ACTIVITY 1,000
    CHILD HELP
    4350 E CAMELBACK RD BLDG F250
    PHOENIX,AZ85018     		  PUBLIC TO SUPPORT CHARITABLE ACTIVITY 2,000
    MARGO DEAN BALLET CONCERTO
    3803 CAMP BOWIE BLVD
    FORT WORTH,TX76107     		  PUBLIC TO SUPPORT CHARITABLE ACTIVITY 2,500
    MODERN ART MUSEUM
    3200 DARNELL ST
    FORT WORTH,TX76107     		  PUBLIC TO SUPPORT CHARITABLE ACTIVITY 834
    HOSPICE AUSTIN
    4107 SPICEWOOD SPRINGS ROAD 100
    AUSTIN,TX78759     		  PUBLIC TO SUPPORT CHARITABLE ACTIVITY 2,000
    CHISHOLM TRAIL 100 CLUB
    PO BOX 332
    BURLESON,TX76097     		  PUBLIC TO SUPPORT CHARITABLE ACTIVITY 1,000
    INDEPENDENCE PASS
    PO BOX 1700
    ASPEN,CO81612     		  PUBLIC TO SUPPORT CHARITABLE ACTIVITY 500
    JUNIOR LEAGUE OF FORT WORTH
    255 BAILEY AVENUE
    FORT WORTH,TX76107     		  PUBLIC TO SUPPORT CHARITABLE ACTIVITY 2,000
    JUNIOR LEAGUE OF AUSTIN
    5416 PARKCREST SUITE 100
    AUSTIN,TX78731     		  PUBLIC TO SUPPORT CHARITABLE ACTIVITY 4,000
    KERA TV
    3000 HARRY HINES BLVD
    DALLAS,TX75201     		  PUBLIC TO SUPPORT CHARITABLE ACTIVITY 3,000
    PRESBYTERIAN NIGHT SHELTER
    PO BOX 2645
    FORT WORTH,TX76113     		  PUBLIC TO SUPPORT CHARITABLE ACTIVITY 2,000
    LIFEGIFT - SOUTHEAST REGION
    2510 WESTRIDGE STREET
    HOUSTON,TX76107     		  PUBLIC TO SUPPORT CHARITABLE ACTIVITY 2,000
    KIMBELL ART MUSEUM
    3333 CAMP BOWIE BLVD
    FORT WORTH,TX76107     		  PUBLIC TO SUPPORT CHARITABLE ACTIVITY 650
    FORT WORTH PUBLIC LIBRARY FOUNDATION
    500 W 3RD STREET
    FORT WORTH,TX76102     		  PUBLIC TO SUPPORT CHARITABLE ACTIVITY 5,000
    MANOS DE CRISTO
    4911 HARMON AVENUE
    AUSTIN,TX78751     		  PUBLIC TO SUPPORT CHARITABLE ACTIVITY 2,500
    RV JONES SCHOLARSHIP FUND
    1816 HIGH VISTA CT
    FORT WORTH,TX76112     		  PUBLIC TO SUPPORT CHARITABLE ACTIVITY 1,500
    SALVATION ARMY
    1855 EAST LANCASTER
    FORT WORTH,TX76103     		  PUBLIC TO SUPPORT CHARITABLE ACTIVITY 5,000
    MARINE TOYS FOR TOTS
    PO BOX 4002896
    DES MOINES,IA50340     		  PUBLIC TO SUPPORT CHARITABLE ACTIVITY 1,000
    MEALS ON WHEELS - AUSTIN
    3227 EAST 5TH STREET
    AUSTIN,TX78752     		  PUBLIC TO SUPPORT CHARITABLE ACTIVITY 2,000
    MEALS ON WHEELS OF TARRANT COUNTY
    320 SOUTH FREEWAY
    FORT WORTH,TX76104     		  PUBLIC TO SUPPORT CHARITABLE ACTIVITY 1,800
    MENTAL HEALTH AMERICA OF TARRANT COUNTY
    3136 WEST 4TH STREET
    FORT WORTH,TX76107     		  PUBLIC TO SUPPORT CHARITABLE ACTIVITY 500
    MOUNTAIN RESCUE - ASPEN
    630 WEST MAIN STREET
    ASPEN,CO81611     		  PUBLIC TO SUPPORT CHARITABLE ACTIVITY 3,000
    CHRIST CHAPEL
    3701 BIRCHMAN AVE
    FORT WORTH,TX76107     		  PUBLIC TO SUPPORT CHARITABLE ACTIVITY 10,000
    SYMPHONY LEAGUE OF FORT WORTH
    PO BOX 101716
    FORT WORTH,TX76185     		  PUBLIC TO SUPPORT CHARITABLE ACTIVITY 500
    PLANNED PARENTHOOD
    7424 GREENVILLE AVENUE 206
    DALLAS,TX75231     		  PUBLIC TO SUPPORT CHARITABLE ACTIVITY 9,875
    CHRISTIAN OUTREACH CENTER
    913 E SEMINARY DR
    FORT WORTH,TX76115     		  PUBLIC TO SUPPORT CHARITABLE ACTIVITY 1,000
    TEXAS RE-ENTRY SERVICES
    1408 ST LOUIS AV
    FORT WORTH,TX76104     		  PUBLIC TO SUPPORT CHARITABLE ACTIVITY 1,000
    THOMPSON DIVIDE COALITION
    PO BOX 2045
    CARBONDALE,CO81623     		  PUBLIC TO SUPPORT CHARITABLE ACTIVITY 9,500
    DOCTORS WITHOUT BORDERS
    PO BOX 5023
    HAGERSTOWN,MD21741     		  PUBLIC TO SUPPORT CHARITABLE ACTIVITY 1,000
    RONALD MCDONALD HOUSE FORT WORTH
    1004 7TH AVENUE
    FORT WORTH,TX76104     		  PUBLIC TO SUPPORT CHARITABLE ACTIVITY 1,000
    US FUND FOR UNICEF
    125 MAIDEN LANE
    NEW YORK,NY10038     		  PUBLIC TO SUPPORT CHARITABLE ACTIVITY 6,000
    DOWNWINDERS AT RISK
    PO BOX 763844
    DALLAS,TX75376     		  PUBLIC TO SUPPORT CHARITABLE ACTIVITY 500
    SAFE PLACE
    PO BOX 19454
    AUSTIN,TX78760     		  PUBLIC TO SUPPORT CHARITABLE ACTIVITY 1,000
    WILDERNESS WORKSHOP
    PO BOX 1442
    CARBONDALE,CO81623     		  PUBLIC TO SUPPORT CHARITABLE ACTIVITY 10,000
    FIRST TEE OF FORT WORTH
    PO BOX 4767
    FORT WORTH,TX76164     		  PUBLIC TO SUPPORT CHARITABLE ACTIVITY 2,500
    SALVATION ARMY AUSTIN
    4216 S CONGRESS
    AUSTIN,TX78745     		  PUBLIC TO SUPPORT CHARITABLE ACTIVITY 2,000
    WOUNDED WARRIOR PROJECT
    PO BOX 758540
    TOPEKA,KS66675     		  PUBLIC TO SUPPORT CHARITABLE ACTIVITY 100
    SERVICE MEMBERS RELIEF FUND
    1510 CHENNAULT AVENUE
    FORT WORTH,TX76127     		  PUBLIC TO SUPPORT CHARITABLE ACTIVITY 2,000
    YOUTH ORCHESTRA OF GREATER FORT WORTH
    4401 TRAIL LAKE DR
    FORT WORTH,TX76109     		  PUBLIC TO SUPPORT CHARITABLE ACTIVITY 1,000
    SMITHSONIAN INSTITUTION
    PO BOX 96263
    WASHINGTON,DC20090     		  PUBLIC TO SUPPORT CHARITABLE ACTIVITY 100
    STRIPLING MIDDLE SCHOOL
    2100 CLOVER LANE
    FORT WORTH,TX76107     		  PUBLIC TO SUPPORT CHARITABLE ACTIVITY 10,000
    TARRANT AREA FOOD BANK
    2600 CULLEN STREET
    FORT WORTH,TX76107     		  PUBLIC TO SUPPORT CHARITABLE ACTIVITY 4,250
    TEXAS BALLET THEATER
    1540 MALL CIRCLE
    FORT WORTH,TX76116     		  PUBLIC TO SUPPORT CHARITABLE ACTIVITY 21,500
    USO
    PO BOX 96860
    WASHINGTON,DC20077     		  PUBLIC TO SUPPORT CHARITABLE ACTIVITY 2,000
    TEXAS ASSOCIATION FOR THE BLIND
    PO BOX 14200
    ARLINGTON,TX76094     		  PUBLIC TO SUPPORT CHARITABLE ACTIVITY 500
    TEXAS WESLEYAN UNIVERSITY
    1201 WESLEYAN
    FORT WORTH,TX76105     		  PUBLIC TO SUPPORT CHARITABLE ACTIVITY 34,500
    FORTRESS YOUTH DEVELOPEMENT CENTER
    PO BOX 422
    FORT WORTH,TX76101     		  PUBLIC TO SUPPORT CHARITABLE ACTIVITY 2,000
    WHOLE KIDS FOUNDATION
    550 BOWIE ST
    AUSTIN,TX78703     		  PUBLIC TO SUPPORT CHARITABLE ACTIVITY 1,000
    UNIVERSITY HEALTH SYSTEM FOUNDATION
    4502 MEDICAL DR MS 18
    SAN ANTONIO,TX78229     		  PUBLIC TO SUPPORT CHARITABLE ACTIVITY 5,000
    UNITED WAY
    1500 N MAIN ST
    FORT WORTH,TX76164     		  PUBLIC TO SUPPORT CHARITABLE ACTIVITY 29,220
    100 BLACK MEN OF GREATER KANSAS CITY
    PO BOX 300676
    KANSAS CITY,MO64130     		  PUBLIC TO SUPPORT CHARITABLE ACTIVITY 500
    UNIVERSITY OF TEXAS
    PO BOX 7458
    AUSTIN,TX78713     		  PUBLIC TO SUPPORT CHARITABLE ACTIVITY 2,500
    VANDERBILT UNIVERSITY
    2301 VANDERBILT PLACE
    NASHVILLE,TN37203     		  PUBLIC TO SUPPORT CHARITABLE ACTIVITY 2,000
    WARM PLACE
    809 LIPSCOMB
    FORT WORTH,TX76104     		  PUBLIC TO SUPPORT CHARITABLE ACTIVITY 1,500
    GIRLS SCOUTS OF TEXAS OKLAHOMA PLAINS
    4901 BRIARHAVEN ROAD
    FORT WORTH,TX76109     		  PUBLIC TO SUPPORT CHARITABLE ACTIVITY 1,500
    GREATER FW COMMUNITY CHARITIES
    3850 SILVERTON CIRCLE SUITE 1301
    FORT WORTH,TX76133     		  PUBLIC TO SUPPORT CHARITABLE ACTIVITY 1,000
    THE HOPE CENTER
    4101 W GREEN OAKS ROAD 305
    ARLINGTON,TX76016     		  PUBLIC TO SUPPORT CHARITABLE ACTIVITY 1,000
    LIGHTHOUSE FOR THE BLIND - FT WORTH
    912 WEST BROADWAY
    FORT WORTH,TX76104     		  PUBLIC TO SUPPORT CHARITABLE ACTIVITY 1,000
    LONE STAR LIFESAVERS
    2330 ISTLETOE DRIVE
    FORT WORTH,TX76110     		  PUBLIC TO SUPPORT CHARITABLE ACTIVITY 1,000
    LONGHORN COUNCIL BSA
    PO BOX 54190
    HURST,TX76054     		  PUBLIC TO SUPPORT CHARITABLE ACTIVITY 2,500
    MARSHAL DIRECT FUND
    PO BOX 4477
    ASPEN,CO81612     		  PUBLIC TO SUPPORT CHARITABLE ACTIVITY 5,000
    MIRACLE FLIGHT FOR KIDS
    2764 N GREEN VALLEY PARKWAY 115
    GREEN VALLEY,NV89014     		  PUBLIC TO SUPPORT CHARITABLE ACTIVITY 1,000
    MOBILE RECREATION DAY CAMP
    4200 S FREEWAY 2200
    FORT WORTH,TX76115     		  PUBLIC TO SUPPORT CHARITABLE ACTIVITY 500
    MOTHERS MILK BANK
    600 WEST MAGNOLIA AVENUE
    FORT WORTH,TX76104     		  PUBLIC TO SUPPORT CHARITABLE ACTIVITY 600
    PARENTING CENTER OF TARRANT COUNTY
    2928 WEST FIFTH STREET
    FORT WORTH,TX76107     		  PUBLIC TO SUPPORT CHARITABLE ACTIVITY 1,000
    ROARING FORK CONSERVANCY
    PO BOX 3349
    BASALT,CO81621     		  PUBLIC TO SUPPORT CHARITABLE ACTIVITY 100
    SAFE HAVEN
    8701 BEDFORD EULESS RD SUITE 600
    HURST,TX76053     		  PUBLIC TO SUPPORT CHARITABLE ACTIVITY 1,500
    SCENIC FORT WORTH
    PO BOX 101264
    FORT WORTH,TX76185     		  PUBLIC TO SUPPORT CHARITABLE ACTIVITY 500
    SNOWBALL EXPRESS
    PO BOX 650002
    DALLAS,TX75265     		  PUBLIC TO SUPPORT CHARITABLE ACTIVITY 500
    ST JOHN LUTHERAN CHURCH
    1218 E DEBBIE LANE
    MANSFIELD,TX76063     		  PUBLIC TO SUPPORT CHARITABLE ACTIVITY 1,000
    SUSAN G KOMEN FORT WORTH
    PO BOX 297080
    FORT WORTH,TX76129     		  PUBLIC TO SUPPORT CHARITABLE ACTIVITY 1,000
    TARRYTOWN UNITED METHODIST CHURCH
    PO BOX 5566
    AUSTIN,TX78763     		  PUBLIC TO SUPPORT CHARITABLE ACTIVITY 1,000
    TEXAS ACADEMY OF FIGURATIVE ART
    415 SOUTH MAIN STREET
    FORT WORTH,TX76104     		  PUBLIC TO SUPPORT CHARITABLE ACTIVITY 1,000
    TEXAS BAPTIST MEN
    5351 CATRON
    DALLAS,TX75227     		  PUBLIC TO SUPPORT CHARITABLE ACTIVITY 5,000
    TEXAS OFFENDERS REENTRY INITIATIVE
    67777 W KIEST BLVD
    DALLAS,TX75236     		  PUBLIC TO SUPPORT CHARITABLE ACTIVITY 1,000
    TRISOMY 18 FOUNDATION
    4491 CHESHIRE STATION PLAZA SUITE 1
    DALE CITY,VA22193     		  PUBLIC TO SUPPORT CHARITABLE ACTIVITY 1,000
    UNIVERSITY LITTLE LEAGUE
    3000 S HULEN 124
    FORT WORTH,TX76109     		  PUBLIC TO SUPPORT CHARITABLE ACTIVITY 1,500
    WARRIORS WEEKEND
    PO BOX 2052
    VICTORIA,TX77902     		  PUBLIC TO SUPPORT CHARITABLE ACTIVITY 500
    WHITE RIVER NATIONAL FOREST
    620 MAIN STREET
    CARBONDALE,CO81623     		  PUBLIC TO SUPPORT CHARITABLE ACTIVITY 2,000
    WOMENS CENTER
    1723 HEMPHILL
    FORT WORTH,TX76110     		  PUBLIC TO SUPPORT CHARITABLE ACTIVITY 1,000
    WOUNDED WARRIORS
    4899 BELFORT RD SUITE 300
    JACKSONVILLE,FL32256     		  PUBLIC TO SUPPORT CHARITABLE ACTIVITY 5,000
    YWCA OF FORT WORTH & TARRANT COUNTY
    512 W 4TH STREET
    FORT WORTH,TX76102     		  PUBLIC TO SUPPORT CHARITABLE ACTIVITY 5,000
    AGRICULTURAL DEVELOPMENT FUND
    PO BOX 150
    FORT WORTH,TX76101     		  PUBLIC TO SUPPORT CHARITABLE ACTIVITY 100
    GRACE AFTER FIRE
    PO BOX 185804
    FORT WORTH,TX76181     		  PUBLIC TO SUPPORT CHARITABLE ACTIVITY 250
    Total .................................bullet 3a 506,093
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............     		    14 536  
    4 Dividends and interest from securities....     14 289,506  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property .............     		         
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory .............     		        75,770
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   290,042 75,770
    13Total. Add line 12, columns (b), (d), and (e)..................
    13365,812
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2014)
    Additional Data


    Software ID:  
    Software Version:  
    Part VI Line 7 -Original Return Overpayment: -13,542


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
    OMB No. 1545-0047
    2014
    Name of the organization
    DUBOSE FAMILY FOUNDATION
     
    Employer identification number

    20-1588677
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 2
    Name of organization
    DUBOSE FAMILY FOUNDATION
          		Employer identification number

    20-1588677
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
     
     

    JS JL DUBOSE 2005 CHARITABLE LEAD A  
    PO BOX 2990
     
    FORT WORTH, TX76113

    		$1,323,558


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 3
    Name of organization
    DUBOSE FAMILY FOUNDATION
          		Employer identification number

    20-1588677
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 4
    Name of organization
    DUBOSE FAMILY FOUNDATION
          		Employer identification number

    20-1588677
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10)
    that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2014 AccountingFeesSchedule
    Name:
    DUBOSE FAMILY FOUNDATION
    EIN: 20-1588677
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    JSD/JLD MANA. ACCT 750      

    TY 2014 AllOthProgRltdInvestmentsSch
    Name:
    DUBOSE FAMILY FOUNDATION
    EIN: 20-1588677
    Category Amount
    NONE  

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2014 GainLossSaleOtherAssetsSch
    Name:
    DUBOSE FAMILY FOUNDATION
    EIN: 20-1588677
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    VANGUARD CAPITAL GAIN DISTRIBUTIONS         75,770       75,770  

    TY 2014 InvestmentsCorpStockSchedule
    Name:
    DUBOSE FAMILY FOUNDATION
    EIN: 20-1588677
    Name of Stock End of Year Book Value End of Year Fair Market Value
    VANGUARD HIGH YIELD FUND 449,220 451,665
    VANGUARD INTERMEDIATE TERM FUND 1,118,358 1,222,923
    VANGUARD MIDCAP INDEX FUND 637,513 885,905
    VANGUARD GLOBAL EQUITY FUND 1,540,909 1,742,964
    VANGUARD 500 INDEX FUND 986,365 1,374,209
    VANGUARD SMALL CAP INDEX FUND 640,897 865,062
    VANGUARD WINDSOR FUND 576,837 683,750
    VANGUARD INTERMEDIATE TERM TREASURY FUND ADMIRAL 286,732 296,281
    VANGUARD WINDSOR II FUND 598,504 647,007
    VANGUARD GNMA FUND 1,562,117 1,577,610
    VANGUARD HIGH DIVIDEND YIELD 2,174,480 2,969,131

    TY 2014 LegalFeesSchedule
    Name:
    DUBOSE FAMILY FOUNDATION
    EIN: 20-1588677
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BWW LEGAL 3,615      


    TY 2014 TaxesSchedule
    Name:
    DUBOSE FAMILY FOUNDATION
    EIN: 20-1588677
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 1,285 1,285    
    EXCISE TAXES 4,577      
    PAYROLL TAXES 3,672 1,836    
    OTHER