2024-11-07T16:01:42-06:00 2023-12-31 990PF 2023-01-01 752641436 JAMES AND ELIZABETH SOWELL FOUNDATION JAME 2148713320 1601 ELM STREET SUITE 3500 DALLAS TX 75201 JAMES E SOWELL PRESIDENT 2148713320 2024-11-07 0 2023 2024-10-15 13:58:12Z X 2716942 X X 2988 2988 45088 45088 486860 1948812 486862 534936 534938 0 0 0 1000 0 0 1000 0 0 2380000 2380000 2381000 0 2380000 -1846064 534938 697198 263085 263085 3076354 1614403 2453857 3773552 1877488 2716942 0 0 X 0 0 2281398 2281398 1492154 -403910 3773552 1877488 3773552 1877488 3773552 -1846064 0 1927488 50000 1877488 SALE OF VANGUARD INDEX S&P 500 2020-06-10 2023-03-02 212309 171358 40951 40951 SALE OF VANGUARD INDEX S&P 500 2020-06-10 2023-06-26 113827 84062 29765 29765 SALE OF VANGUARD MID-CAP ETF 2018-01-23 2023-03-02 266413 202010 64403 64403 SALE OF VANGUARD MID-CAP ETF 2020-06-10 2023-06-26 98551 78599 19952 19952 SALE OF VANGUARD GROWTH ETF 2018-01-23 2023-03-02 338500 221082 117418 117418 SALE OF VANGUARD GROWTH ETF 2020-02-27 2023-06-26 175707 115248 60459 60459 SALE OF VANGUARD VALUE ETF 2018-01-23 2023-03-02 482673 385531 97142 97142 SALE OF VANGUARD VALUE ETF 2018-01-23 2023-06-26 52135 41869 10266 10266 SALE OF VANGUARD SMALL-CAP ETF 2018-01-23 2023-03-02 90995 70996 19999 19999 SALE OF VANGUARD SMALL-CAP ETF 2020-02-27 2023-03-02 103682 80004 23678 23678 SALE OF VANGUARD SMALL-CAP ETF 2020-06-10 2023-06-26 13742 11191 2551 2551 DISTRIB IN EXCESS OF BASIS BLACKETT 2023-09-07 278 278 278 486862 7436 0 7436 0 7436 61 0 7500 0 7561 50 75 75 0 0 0 0 0 0 0 0 0 0 0 1 1 TX 1 0 1 0 0 0 N/A KELLY STEINHEBEL 2148713320 1601 ELM STREET SUITE 3500 DALLAS TX 75201 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JAMES E SOWELL 1601 ELM STREET SUITE 3500 DALLAS TX 75201 PRESIDENT/DIRECTOR 1.00 0 0 0 ELIZABETH F SOWELL 1601 ELM STREET SUITE 3500 DALLAS TX 75201 VICE PRESIDENT/DIRECTOR 1.00 0 0 0 BENJAMIN A LURIE 1601 ELM STREET SUITE 3500 DALLAS TX 75201 SECRETARY/TREASURER/DIRECT 1.00 0 0 0 ZACHARY E SOWELL 1601 ELM STREET SUITE 3500 DALLAS TX 75201 DIRECTOR 1.00 0 0 0 LARRY JAMES 1601 ELM STREET SUITE 3500 DALLAS TX 75201 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 2552169 485878 0 3038047 0 0 3038047 45571 2992476 149624 149624 7436 7436 142188 0 142188 0 142188 2380000 0 2380000 142188 0 0 711414 235405 246570 214013 1629086 3036488 2380000 0 0 0 142188 2237812 0 0 5274300 0 0 0 0 0 0 711414 4562886 235405 246570 214013 1629086 2237812 JAMES E SOWELL ELIZABETH F SOWELL X CITYSQUARE 511 N AKARD ST STE 302 DALLAS TX 75201 N/A 501(C)(3) CHARITABLE 1025000 EISENHOWER HEALTH 39000 BOB HOPE DRIVE RANCHO MIRAGE CA 92270 N/A 501(C)(3) CHARITABLE 500000 EYE CORPS INC 1601 ELM STREET SUITE 3500 DALLAS TX 75201 N/A 501(C)(3) CHARITABLE 450000 TEXAS TECH FOUNDATION BOX 45025 LUBBOCK TX 794095025 N/A 501(C)(3) CHARITABLE 400000 THE JASON RITCHIE MEMORIAL HOCKEY SCHOLARSHIP FOUNDATION INC 5426 BAY CENTER DRIVE SUITE 600 TAMPA FL 33609 N/A 501(C)(3) CHARITABLE 5000 2380000 0 14 2988 14 45088 18 486860 0 534936 0 534936 0 0 0 0 0 0 0 0 0 0 CITI BROKERAGE SECURITIES 1614403 2453857 NONDEDUCTIBLE CONTRIBUTION TO TAX EXEMPT ENTITY 50000 JAMES E SOWELL 1601 ELM STREET SUITE 3500 DALLAS TX 75201 CA FILING FEE 0 0 0 FEDERAL EXCISE TAX 1000 0 0