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Form 990-PF 2011

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Form 990-PF 2011 OMB No 1545 0052 Form 990-PF Return of Private Foundation # o: Section 4947(a)(1) Nonexempt Charitable Trust Treated as a Private Foundation 2011 Department of the Treasury Internal Revenue Service Note. The foundation may be able to use a copy of this return to satisfy state reporting requvemenis For calendar year 2011, or tax year begin ning , 2011, and ending , The Rees-Jones Foundation A Employer identification number 20-5132900 5956 Sherry Lane #1603 B Telephone number (see the instructions) Dallas, TX 75225 (214) 751-2977 C If exemption application is pending, check here 0- F] G Check all that apply Initial return Initial Return of a former public charity D 1 Foreign organizations, check here R Final return Amended return q Address. change Name chang e 2 Foreign organizations meeting the 85% test, check here and a ttac h comppu tat ion H Check type of organization: X Section 501 (c)(3) exempt private foundation Section 4947(a) (1 ) nonexem pt charitable trust Other taxable p rivate foundation E If private foundation status was terminated q 507(b)(1)(A), check here Fair market value of all assets at end of year J Accounting method Cash X Accrual under section (from Part column (c), line 16) fl, Li Other (specify) _ _ F.F If the foundation is Ina 60-month termination $ 429, 659, 456. (Part 1, column (d) must be on cash basis.) under section 501(b)(1)(B), check here Revenue and Part t Analysis of a) Revenue and (b) Net investment (c) Adjusted net (d) Disbursements Expenses C7-he total of amounts in expenses( per books income income forr charitabletable columns (b), (c), and (d) may not neces- purposes sarily equal the amounts in column (a) (cash basis only) (see Instructions) ) 1 Contributions, gifts, grants, etc, received (alt sch) 150 , 010 , 000. 2 Ck - Lid the foundn is not req to aft Sch S 3 Interest on savings and temporary cash investments 101, 060. 101, 060. N/A 4 Dividends and interest from securities 6 , 659 , 716. 6 1 659 , 716. 5a Gross rents b Net rental income or (loss) P'^2 6a Net gam/Qoss) from sale of assets not on line 10 7,515,560. b Gross sales price for all 140533545. C*Aav assets on line 6a E 7 Capital gain net income (from Part IV, fine 2) 7,538,509. N 8 Net short-term ca U , f, (S E 10alG^p ale `] U ) 11 Wance ess Cost of goods sold f--J c G14 JoflI7(lo^s) ) 29 ?IT Other income attac le) e c-it ent 1 -182,203. -43 , 186. 12 (Ta. a of r64gd17 164 , 104 , 133. 14 256 099. ensa ionof otfrcers, directors, trustePS, etc 160385., , 115 , 305. 14 Other employee salaries and wages 488, 849. 106, 236. 380, 287 . 15 Pension plans, employee benefits 112, 489. 25,428. 86, 183. A 16a Legal fees (attach schedule) See St 2 10, 307. 10, 307. M b Accounting fees (attach sch) See St 3 32, 065. 24 , 049. 8 , 016. N c Other prof fees (attach sch) See St 4 836, 818. 757, 632. 77, 874. °P S1 17 Interest 18 Taxes (attach schedule)(see utstrs) See Stm 5 -126, 724. 3 790 . R RT A A 19 Depreciation (attach T T sch) and depletion 46, 869. 3,541. N v 20 Occupancy 162 , 913. 16 , 442. 133 033. G E 21 Travel, conferences, and meetings 28 , 234. 3 , 106. 25 , 128. 22 Printing AN E and publications 2 , 749. 302. 2 , 447. D p 23 Other expenses (attach schedule) N See Statement 6 939,362. 848,276. 87,944. S 24 Total operating and administrative S expenses. Add lines 13 through 23 2, 694, 316. 1, 833, 710. 926, 528. 25 Contributions, gifts, grants paid Part XV 22 , 215 278. 42 , 562 043. 26 Total expenses and disbursements. Add lines 24 and 25 24, 909, 594. 1, 833, 710. 43, 488, 571. 27 Subtract line 26 from line 12: a Excess of revenue over expenses and disbursements 139, 194, 539. b Net investment income (if negative, enter 0) 12,422,389. C Adjusted net income (if negative, en'er 0 ) BAA For Paperwork Reduction Act Notice , see instructions . TEEA0504L 12/05111 f orm yyu-PF (GUI t) `J • Form 990-PF (2011) The RPPS-,Tones Foundation 20-5132900 Pace 2 Attached schedules and amounts in the description Beginning of year End of year P!rf U Balance Sheets column should be for end of year amounts only (See instructions) (a) Book Value (b) Book Value (c) Fair Market Value 1 Cash - non- interest-bearing 2 Savings and temporary cash investments 19, 459, 382. 168, 138, 906. 168,1384_906. 3 Accounts receivable ---------- Less. allowance for doubtful accounts 0- _ _ _ _ _ _ _ _ _ 4 Pledges receivable 0-_ _ _ _ _ _ Less, allowance for doubtful accounts ► _ _ _ _ _ _ _ _ _ 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 sch ) I- _ _ _ _ _ _ _ _ Less allowance for doubtful accounts > - - S 8 Inventories for sale or use E 9 Prepaid T expenses and deferred charges S 10a Investments - U.S and state government obligations (attach schedule) Statement 7 72, 261, 497. 61, 965, 351. 61, 965,351. b Investments - corporate stock (attach schedule) Statement 8 168,663',171. 138, 285, 147. 138, 285,147. c Investments - corporate bonds (attach schedule) Statement 9 15, 222, 498. 7, 248, 139. 7, 248, 139. 11 Investments - land, buildings, and equipment, basis ---------- Less accumulated depreciation (attach schedule) 12 Investments - mortgage loans 13 Investments - other (attach schedule) Statement 10 48, 477, 921. 50, 105, 060. 50,105,060. 14 Land, buildings, and equipment basis -_ _ _ _ _48 1 ,96 2 . Less accumulated depreciation (attach schedule) See Stmt 11 ► _ _ _ _ 10 8 ,35 6 . 103, 554. 373, 606. 373,606. 15 Other assets (describe "See Statement 12 730, 164. 3, 543, 247. 3,543,247. 16 Total assets (to be completed_ by all filers - see the instructions Also, see page 1, Item I) 324, 918, 187. 429, 659, 456. 429, 659, 456. L 17 Accounts payable and accrued expenses 145, 433. 135, 885. A 18 Grants payable 50, 250, 965. 29, 904,200. B 19 Deferred revenue I L 20 Loans from officers, directors, trustees, & other disqualified persons 1 21 Mortgages and other notes payable (attach schedule) 22 Other liabilities (describe _ Statement- 13 - - _ ) 271, 120. 101,298. S 23 Total liabilities (add lines 17 through 22) 50, 667, 518. 30, 141, 383. Foundations that follow SFAS 117, check here X and complete lines 24 through 26 and lines 30 and 31. N F 24 Unrestricted 274, 250, 669. 399, 518, 073. T U T N 25 Temporarily restricted D 26 Permanently restricted A B Foundations that do not follow SFAS 117, check here S A and complete lines 27 through 31. E L T A 27 Capital stock, trust princi pal , or current funds S N 28 Paid-in or capital surplus, or land, building, and equipment fund O E 29 Retained earnings, accumulated income, endowment, or other funds R S 30 Total net assets or fund balances (see instructions ) 274, 250, 669. 399, 518, 073. 31 Total liabilities and net assets/fund balances (see instructions) 324, 918, 187. 429,659,456. 1'...- part W Anal ysis of Chances 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) 1 274, 250, 669 . 2 Enter amount from Part I, line 27a 2 139, 194, 539. 3 Other increases not included in line 2 (itemize) 3 ---------------------------- -- 4 Add lines 1, 2, and 3 4 413, 445 208. 5 Decreases not included in line 2 ( Itemize) ,See_ Statement 14 5 13, 927, 135. 6 Total net assets or fund balances at end of year (line 4 minus line 5) - Part II, column (b) , line 30 6 399, 518, 073 . BAA TEEAD302L 07/14/11 Form 990-PF (2011) Form 990-PF (2011) The Rees- Jon. Foundation • 20-5132900 Page 3 Pa rt'1V Canital (, ainc nnri I nccpc fnrTaY nn Investm ent Income (a) List and describe the kind(s) of property sold (e g., real estate , (b ) How acquired (c) Date acquired (d) Date sold 2-story brick warehouse , or common stock, 200 shares MLC Company) P - Purchase (month , day, year) (month, day, year) D - Donation 1a See Statement 15 b c d e (e) Gross sales price (f) Depreciation allowed (g) Cost or other basis ( h) Gain or (loss) (or allowable) plus expense of sale (e) plus (f) minus (g) a b c d e Com p lete onl y for assets showing gain in column (h) and owned by the foundation on 12/31/69 ( I) Gains (Column (h) (i) Fair Market Value (j) Adjusted basis (k) Excess of column (i) gain minus column (k), but not less as of 12/31169 as of 12/31/69 over column Q), if any than -0-) or Losses (from column (h)) a b c d e If gain, also enter in Part I, line 7 2 Capital gain net income or (net capital loss). (loss), enter -0- in Part I, line 7 -[If 2 7, 538, 509. 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- 1n Part I , line 8 3 0 .
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