'omneuuom pun proms . .c . .c .rvsa ` n (attach sc aWe)

~ dlhafoundation unolnaWr"0 Check " LJ to attach Sch B '-k ' 1

2 Distributions from sph4interest WSts .iP's.?f~-`I~y'*~:: r

S interest onsavings anEtemp cash Investments 4 , 362 . 4,362 . 4 , 362 . 4 Dividends and interest from securities 13 , 734 . 13,734 . 1 - S a Grass rents - . i b (Not

rental

m 6 a NCI pmNPoullrom sale of ..set . not online 70 .,v -1_I=~*iJlGi+if1C r ~ , ~- T VXI '

a Grousaleapnular

ba1lassets Online ea

7 Capital pun nil income (from Part IV line Z)

8 Net short-term capital gain $ 9 g Income modifirabons

70aGraNss falas lowla~c?~CL ~5,~;:C ~.D.L ~cP~~aryy'1K .̂~:_~~- " 1+ :"" .,~.zC -i �J rI a~lsnu~ 1

tmv 77~a Less Colt of ~T b goods X010 : ~ Pcri~c.+~5

r+ C Gross profit or (loss) (attach schedule) wt . 11 Other income (attach schedule) - "~

12 Total Add tines 1 lhrou n 11 18,096 . 18,096 . 18,686 . -- '3 Compensation o icu

;

directors trustees "1C

14 Other employee salaries and wages m 15 Pension plans, employee benefits N

16a Legal fees (attach schedule) m bAccounting fees (anachschedule) 1 , 950 . 1,950 . 1,950 . 1 , 950 . cOther professional tees(.u.cn .cn<ouie) 4 , 607 . 4 , 607 . 4,607 . 4,607 .

17 Interest m 18 7exesptt .cn .cn,aui.)(+ " .tn .in .uuctmn .) 790 . 790 . 790 .

19 Depreciation poem .cn ) and depletion E 20 Occupancy 21 Travel, conferences, and meetings

m 22 Printing and publications q 27 Other expenses (attach schedule) 500 . 500 . 500 . 500 .

24 Total operating and administrative o expenses Addlines 13through 23 7 847 . 7 , 847 . 7,847 . 7,057 .

25 Contributions, gifts, grants paid "F~'~.si91 tSs`Z '~5'~'!B 26 Total e.p sai.nur ..menu Aealines s4 and 25 7, 897 . 7 , 847 . 7 , 847 . 7 , 057 . 27 Subtract tine 26 from tine 12 ir

a Excess of revenue over expenses 1 Q 249 . and disbursements ~~ b Nat Investment Income (ii neo enter o 1 = -~--, 10 , 2 9 9 . -Ws""°y.,9,.°. oAdjusted netincometiin .y .mar-o) - 1 ,839 .

For Paperwork Reduction Act Notice, sae the instructions .u cal No 11289X Form 990- PF (2002) \

BCA Copyright form software only 2007Universal Taa Systems Inc Allnphbreserved USG70Pf1

For � 990- PF Return of Private Foundation OMB No 1545-0052

or Section 4947(a)(1) Nonexempt Charitable Trust Department ollhaTreasury Treated as a Private Foundation 2002 internal Revenue Service NOSE 7haorganization mryUeable loweI cop roll~omtF1 utldysbbnporlingrsQulremanb

For calendar year 2002, or tax year beg inning

JUL O 002, and ending JUN 30 , 2003 G Check all that apply Initial return Final return Amended return U Address change Name change

Use the IRS . . . . . . . . .. . . . .. . . . -DIGIT 750 A Employer Identification number label . 29 IQ UH 75-6613180 200306 1 75-66131 80

Otherwise, 9UMAN-MITCH ELLJONES CHARITABLE TR B Telephone number (see the instructions) pool BANK OFTEXAS NA or type PO BOX 1088 S 903-813-5100

See Specific SHERMANTX75091 -1088 S150 P3 C Ilexempt application iapending check here t IOSIlLCti009 p I Foreign orp"n¢alIons ChaCthere 1

r9anizetionsmaatinpt~e05% , tut c~aek Mn~nE attach eompw~tlon H Ch

type of organization Section 501 (c ) 3 exempt private foundation

I

2 .

Foraiterminated

pno

under section Section 4947(a)(1) nonexempt chanWble Wst Other taxable private foundation E u private foundation status ..s

I Fair market value of all assets et end of J Accounting method Cash Accrual so7(exII(A) chock tiara year (homPart ll,col (c),line 16) ~ Other (specify) F If tn .iouna .tioni .in .eo-monin

566 , 0 1 9 . (Part I column (d ) must be on cash basis ) ro termination under section

x+xB) ch ack here Analysis of Revenue and Expenses (Th ( ), (b) Net investment (e) Adjusted net

d Disbursements e total of amounts in columns b (a) Revenue and for charitable

(c), 8 (d) may not necessarily equal the expenses per income income purposes " ~ amounts m column lal iaaa . ~a~rua~on .l ) books I (wsh basis only)

Form 990-PF(20o2) SUMAN,MITCHELL,JONES CHARITABLE TR . 75-6613180 Pa e2 Attached schedules and amounts m the Be g inning of ear End of year

Balance Sheets descnp6on column should be for end-of-year amounts only sea insi > (a) Book Value (b) Book Value (c Fair Market Value

cash- non- interest-beanng 326, 162 . 392, 719 . 392, 719 . 2 Sarongs and temporary cash investments 3 Accounts receivable

Less allowance for doubtful accts 4 Pledges receivable ~ - ~- '

Less allowance for doubtful accts 5 Grants receivable

8 Recervables due from officers, directors, trustees, and other disqualified persons (attach schedule) (see the instructions)

7 Other notes end loans receivable (attach schedule) Less allowencefor E ouDllul ¢[ounb

8 Inventories for sate or use m

9 Prepaid expenses and deferred charges 10 a Investments- U S and state govt obligations (attach schedule)

bInvestments -corporate stock (anachschedWe) 237 981 . 230 029 . 223 0` 300 . c Investments - corporate bonds (attach schedule)

11 Investments . land buildings 11, - .`~~~ Ana equipment basis Lose accumulated depreciation (attach schedule)

12 Investments - mortgage loans

13 Investments- other (attach schedule) 14 Land buildings and equipment e .. .. t

Less accumulated depreciation (attach schedule)

15 Other assets (describe la 1 76 Total assets (to be completed by all fliers - see we

instructions Also, see p age t, item I 563,643 . 572, 748 . 566, 019 . 17 Accounts payable and accrued expenses 18 Grants payable :~rr ~,'c:~eym 79 Deferred revenue 20 Loans from officers directors, trustees, and other disqualified persons ~ " \i ' _I a-~ 1 21 Mortgages and other notes payable (attach schedule) 22 Other liabilities (describe Ill'

27 Total liabilities (add lines 17 through 22) Organizations that follow SFAS 117, check here "

end complete lines 24 through 26 and lines JO and 31 t ::.1 '1 " "' r

n 24 Unrestricted 25 Temporarily restricted 26 Permanently restricted - -'

Organizations that do not follow SFAS 177, ek here "

and complete lines 27 through 31 0 27 Capital stock, trust principal, or current funds 5 63 64 3 . 57 2 7 9 8

m YB Paid-in or capital surplus, or land, bldg , and equipment fund 29 Retained earnings accumulated income endowment or other funds r_"=f ~ r ~ . l

m 30 Total net assets or fund balances (see the 3};~ _ . : .- =r~y,t ) instructions) 563,693 . 572 798 . 4~- ~z. . . .,i 37 Total liabilities and net assets/ fund balances (see the mstrucuons) 563,693 . 572,798 . '='t ~ 'Anal sis 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 poor years retain) 7 5 63 6-4-3 .

2 Enter amount from Part 1, line 27a 2 10, 249 .

3 Other increases not included in line 2 (itemize) 11" ST CAP GAIN DIST . 3 590 . d Add lines 1, 2, and 3 4 579 48-2 .

5 Decreases not included m line 2 (itemize) 10 LT CAP LOSSES 5 1 73-4 .

8 Total net assets or fund balances at end of year (line 0 minus line 5) - Part II column (b), line 30 8 5 7 2 , 7 48 . Form 990-PF(zoo2)

SCA Copyright form software only 3007Universal TUSystems Inc All rights reserved USOBOPf3

75-6613180 Form eso- aF tzoo2f SUMAN, MI

e Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (I) Gams (Col (h) pain minus

(I) F M V as of 72/31/69 U) lusted basis (k) Excess of cot (Q cot (k), but not less than -0. ) or as of 72/31/69 over cot 0), it any Losses (from eol (h))

8 Enter qualifying distributions from Part XII, line 4 1 8 1 26,918 .

If line 8 is equal to or greeter than line 7, check the box m Part VI, line tb, and complete that part using a 1% tax rate Sea the Part VI

instructions Form 990-PF (2002)

BCA Copyright form software only 7003universal TUSystems Inc All rights nservaE USV9OPf7

Capital Gains and Losses for Tax on Investment Income (a) List and describe we kind(s) of property'sold (e g , real estate, (b)How .cuuir .a (e) Date acquired (d) Date sold 2-sto brick warehouse, or common stock, 200 she MLC Co P - Purchase mo , da y , r mo , day , r h ) D- Donation ( Y ) ( Y )

a LTCG DIST - AP INCOME FUND P 05/08/2001 06/30/200 b LTCG DIST - NEUBERGER BER GEN INST 1229 P 05/08/2001 06/30/200 c 150 SH PHILIP MORRIS P 05/08/2001 10/08/200 d CASH MGMT P 07/01/2002 06/30/200 e STCG DIST - AP FUNDS P 12/18/2002 12/18/200

(e) Gross sales price (f) Depreciation allowed (g) Cost or other basis (h) Gain or (loss) (or allowable) plus expense of sale (e) plus (Q minus (g)

865

e 590 .

2 Capital gam net income or (net capital loss) ~f gain, also enter in Pan I, line 7 ~~t (doss), enter -0. in Part I, line 7 ~ 2 (1, 734 . )

3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6)

If gain, also enter in Part I, line B, column (c) (see the Instructions) ,p

It doss , enter -Q in Part 1, line 8 J 7 590 .

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) lax on net investment income )

If section 4940(d)(2) applies, leave this part blank

Was the organization liable for the section 4942 tax on the disNbutable amount of any year m we base period? 0 Yes 11 No II "Yes," the organization does not qualify under section 4940(e) Do not complete this part

1 Enter the appropriate amount in each column for each year, see the instructions before making any entries

Base Period years Adjusted " distributions Net value of Distribution rabo ..ve . /... t~. .e. . qualifying nnn~hanlahls uen ..¢.l¢ I'M !hl dmidad by 'M /MI

2000

1898 1997

2 Total of line 7, column (d) Y 0 .74 3 4

3 Average distribution ratio for the 5- year base penod - divide the total on line 2 by 5, or by the number

of yeah the foundation has been in existence d less than 5 years 7 0 .

4 Enter the net value of nonchantabla use assets for 2002 from Part X line 5

6 Multiply line 4 by line 3 5 '3 y , ZI .3 o .

8 Enter 1% of net investment income (1% of Part I, line 27b) 8 10 2 .

7 Addlines 5and8 1 7 1 34,690 .

" By language in the governing instrument or " By state le9islation that effectively amends the governing instrument so that no mandatory directions

that conflict with the state law remain in the governing instrument? 7 Did the organization have at feast $5,000 in assets at any time during the year? If "Yes,' complete Part II, cot (c), 8 Part XV 7 X 8 a Enter the states to which the foundation reports or with which it is registered (see the instructions)

t b If the answer is "Yes" to line 7, has the organization furnished e copy of Form 990- PF to the Attorney General (or designate) of each state as required by General Instruction G7 If "No ;" attach explanation Bb X

9 Is the organization claiming status as a private operating foundation within the meaning of section 49420(3) or 4942Q)(5) for calendar year 2002 or the taxable year beginning in 2002 (see instructions for Pan %1V)? II "Yes,' complete Part XIV 9 X

10 Did any persons become substantial contributors during tax year? If "Yes," attach a sch listing then names 8 addresses 10 X 11 Did the organization comply with the public inspection requirements for its annual returns and exemption application? 11 X

Web site address 72 The books era in care of ii, BANK OF TEXAS TRUST CO Telephone no 1- 903-813-5100

Located atji, 307 W WASHINGTON, SHERMAN, TX zIP+4 p. 75090- 13 Section 4947(a)(i) nonexempt charitable trusts fling Form 990- PF in lieu of Form 7041 - Check here

and enter the amount of tax-exempt interest received or accrued during the veac 11- 1 77 Form 990-PF (2002)

BCA Copyright lorm3oltwareonlr Z003UnrvenalTaaSVslam, Inc All right, reserved US990PS4

Form 99aPF(2002) SUMAN,MITCHELL,JONES CHARITABLE TR . 75-6613180 Paea Excise Tax Based on Investment Income (seeuon asao~a), <940(b), asao(e), or 49T8 - sae the Instructions)

1 a Exempt operating foundations described m section 4940(d)(2), check here 1, u8 enter "N/A" on tine 1 -

Date of ruling letter (attach copy of ruling letter If necessary -see Instructions) b Domestic organizations that meet the section 4940(e) requirements in Pan V, check here 7 102 . 1.0

end enter 1°h of Part I, line 27b C/llotherdome titicorganizations antar]%olline 77E Exempt foreign organ i :elions anter4%olPart l linsl2 cot (0)

2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only Others enter -0- ) 2 3 Add lines 1 and 2 3 102 . 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. 5 102 . 6 Credits/Payments

a 2002 estimated tax payments and 2001 overpayment credited to 2002 6a b Exempt foreign organizations - tax withheld al source _6b c Tax paid with application for extension of time to file (Farm 8868) tic d Backup withholding erroneously withheld 6d

7 Total credits and payments Add lines 6a through 6d 7 8 Enter any penalty for underpayment of estimated tax Check here

~/ LJ 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 ~ 9 1 0 2 . 10 Overpayment If line 7 is more than the total of lines 5 and 8, enter the amount overpaid 111~ 10 11 Enter amount of line 10 to be Credited to 2003 estimated tax ~ Refunded 111~ 71

Statements Regarding Activities 1 a During the tax year, did the organization attempt to influence any national, state, or local legislation or did it participate or Yes No

intervene in any political campaign? 1 a X b Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see the instructions for

definition)? 1 b X If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities end copies of any materials published or distributed by the organization in connection with the activities

c Did the organization file Form 7120-POL for this year? 7 c X d Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year

(1) On the organization " S (2) On organization managers 0.$ e Enter the reimbursement (if any) paid by the organization during the year for political expenditure tax imposed on organization managers " 8

2 Has the organization engaged in any activities that have not previously been reported to the IRS? 2 X If "(as," attach a detailed description of the activities

3 Has the organization 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 X

4 a Did the organization have unrelated business gross income of $1,000 or more during the years 4a X b If "Yes " has it fled a tax return on Form 990-T for this years 4 b

5 Was there a liquidation, termination, dissolution, or substantial contraction during the year? 5 X 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

75-6613180 Form ssaPF(2ooz) SUMAN,MITCHELL .JONES CHARITABLE TR .

'I ,<

PF (2002)

BCA Copyright form software only 2003Universal iw5rnamll Inc All rights reserved US9901,115

File Form 4720 I( any Item Is checked In the "Yes" column, unless an exception applies 1 a During we year did the organization (either directly or indirectly)

(1) Engage in we sale or exchange, or leasing of property with a disqualified person? 0 Yes 0 No (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? Yes No (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ~ Yes ~ No (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? Yes No (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)? 0 Yes El No (6) Agree to pay money or property to a government official? (Exception Check "No"

d the organization agreed to make a grant to or to employ the official for a period after termination o1 government service, d terminating within 90 days ) 0 Yes 11 No

b If any answer is'Yes" to 1 a(7 } (6), did any of the acts fail to qualify under the exceptions described in Regulations section 534941(d)-3 or in a current nonce regarding disaster assistance (seethe instructions)? Organizations relying on a current notice regarding disaster assistance check here 1-0

e Did the organization engage in a poor 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 to 20029 Taxes on failure to distribute income (section 4942) (does not apply for years the organization was a private

operating foundation defined in section 49420(3) or 49420(5)) e At the end of tax year 2002, did the organization have any undistributed income (lines 6d

and Be, Pan )all) for tax year(s) beginning before 2002? a Yes 0 No If 'Yes," list the years 111120- 20- 19- 19-

Are there any years listed in 2a for which the organization is not applying the provisions of section 4942(a)(2) (relating to mooned valuation of assets) to the year's undistributed income? (II applying section 4942(a)(2) to all years listed, answer "No" and attach statement- see the instructions I If the provisions of section 4542(a)(2) are being applied to any of the years listed in 2a, list the years here 0'20 20 19 19

7 a Did the organization hold more than a 2% direct or indirect interest m any business enterprise at any time during the year? 0 Yes 0 No

y If "Yes," did it have excess business holdings in 2002 as a result of (1) any purchase by the organization or disqualified persons after May 26, 1969, (Z) the lapse of we 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) we lapse of the 10- , 1S, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine d the organization had excess business holdings in 2002 )

4 a Did the organization invest during the year any amount in a manner that would jeopardize its charitable purposes? b Did the organization make any investment in a poor 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 20027 5 a During the year did the organization pay or incur any amount to

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))9 0 Yes EJ No (2) Influence the outcome of any specific public election (see section 4955), or to carry

on, directly or indirectly, any voter registration drive? Yes No (3) Provide a grant to an individual for travel . study, or other similar purposes? B Yes ~ No (4) Provide a grant to an organization other than a charitable, etc , organization described

in secton 509(a)(1), (2), or (3), or section 4940(d)(2)7 ~ Yes ~ No (5) Provide for any purpose other than religious, charitable, scientific, literary, or

educational purposes, or for the prevention of cruelty to children or animals? ~ Yes ~ No b If any answer is 'Yes' to 5a(1 )- (5), did any of we transactions tail to gushy under the exceptions described in

Regulations section 53 4945 or :n a current notice regarding disaster assistance (see the instructions)?

Organizations relying on a current notice regarding disaster assistance check here If the answer is 'Yes'to question Sa(4), does we organization claim exemption from we tax because n maintained expenditure responsibility for the grant? 0 Yes 0 No If '7es," attach the statement required by Regulations sedan 53 4845.5(d)

6 a Did the organization, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract? [] Yes 0 No

b Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? If you answered "Yes" to 6b, also file Form 8870

Form

No

.s

1 i i

i

List all officers, directors, trustees, foundation managers and their compensation (seethe (b) Title, and average (c) Compensation (a) Name and address hours per week devoted to position (if not paid, enter .0.

WILLIAM C FULTON ~ TRUST OFC . SHERMAN TX 1 0 VIVIAN M JONES TRUSTEE

(e) Expense account, other allowances

List the foundations tour largest direct charitable activities during the lax year Include relevant statistical information such Expenses as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc t NONE .

2

3

4

Farm 990-PF (2002) BCA Copyright form software only 2002 Universal Tax Systems Inc All rights reserved US990PSG

Form 99o-PF (2002) SUMAN, MITCHELL, JONES CHARITABLE TR . rww~fi~ Information About Officers, Directors, Trustees, Foundation Managers,

and Contractors

75-6613180 Pages y Paid Employees,

2 Compensation of five highest-paid employees (other than those Included on line 1 - see the Instructions) If none, enter "NONE "

(b) Title and average (d) Contributions to (a) Name and address of each employee paid hours per week employee benefit (e) Expense account,

more than $50,000 P (c) Compensation lens and deferred devoted to position P other allowances

Total number of other employees paid over $50,000

7 Five highest-paid independent contractors for professional services - (see the instructions) If none, enter "NONE "

(a) Name and address of each person paid more than $50,000 IN TyDe of service (c) Comn

Form 990.PF(2oo2) SUMAN,MITCHELL,JONES CHARITABLE TR . 75-6613180 Page? = Summa of Prog ram- Related Investments (seethe instructions)

Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2 Amount NOT APPLICABLE

2

All other program-related investments See the instructions 3 NOT APPLICABLE

Total Add lines 1 throu gh 3

Minimum Investment Return (All domestic foundations must complete this part Foreign foundations, see the instructions )

7 Fair market value of assets not used (or held for use) directly in carrying out chantable, etc , purposes

a Average monthly fair market value of securities Is 1 8 , 6 0 8 . b Average of monthly cash balances 1 b 28,5 6 0 . c Fair market value of all other assets (see the instructions) 1 c d Total (add lines 1a b, and c) 7 d 4 7 , 1 68 . e Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) 1 e 2 Acquisition indebtedness applicable to line 1 assets 2 3 Subtract line 2 from line 1d J 4 7 1( $ , 4 Cash deemed held for chantable activities Enter 1 1/2°h of line 3 ((or greater amount, see

the instructions) 4 70$ . 5 Net value of noncharitable-usa assets Subtract line 4 from line 3 Enter here and on Part V, line 4 5 46, 460 . 6 Minimum Investment return Enter 5% of line 5 6 2, 323 .

Distnbutable Amount (see the instructions) (Section 49420(3) and 0)(5) private operating foundations and certain foreign organizations check here " and do not complete this p art

1 Minimum investment return from Part X line 6 7 2 1 323 . Z a Tax on investment income for 2002 from Part VI, line s 2 a 10 2 . b Income tax for 2002 (This does not include the tax from Part VI ) 2 b c Add lines 2a and 2b 2 c 10 2 .

J Distributable amount before adjustments Subtract line 2c from line 1 3 2, 221 . 4 a Recoveries of amounts treated as qualifying distributions 4a b Income distributions from section 4947(a)(2) trusts 4b c Add lines 4a and 4b 4c

5 Add lines 3 and 4c 5 2 , 2 21 . 6 Deduction from distributable amount (see the instructions) 6 7 Distrlbutable amount as adjusted Subtract line 6 from line 5 Enter here and on Part XIII,

line 1 7 2,221 . Qualifying Distributions (seethe LifrLLUff 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 1 a 7,057 . b Program-related investments- Total from Part IX-8 1 b

2 Amounts paid to acquire assets used (or held for use) directly in carrying out chentabie, etc , 2 purposes

3 Amounts set aside for specific charitable projects that satisfy the a Suitability test (poor IRS approval required) 3a b Cash distribution test (attach the required schedule) 3b 19, 8 61 .

d Qualifying distributions Add lines 1a through 3b Enter here and on Part V, line 8, and Part XIII, line 4 4 2 6, 918 . 5 Organizations that qualify under section 4940(e) for the reduced rate of tax on net investment

income Enter 1% of Part I, tine 27b (see the instructions) 5 102 . 6 Adjusted qualifying distributions Subtract line 5 from line 4 ~ 6 ~ 2 6, 816 W E

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 (2002) BCA Copyright form sotlwaraonly,7002unrveraal7aa5ya Iems Inc Alllights reserved USBBO57

Fom,990-PF 2002 SUMAN,MITCHELL,JONES CHARITABLE TR . 75-6613180 Pegee Undistributed Income see the instructions)

(a) (b) (c1 (d) 1 Distnbuteble amount for 2002 from Part XI, Corpus Years poor to 2001 2001 2002

line 7 2,221 . 2 undistributed income deny as olih eanaof1007 a Enter amount for 2001 only bTotal lorprior yrs, 20-,19-,19

3 Excess distnbs carryover, d any, to 2002 a From 7997 - b From 1998 c From 1999 d From 200U e From toot 35,281 . f Total of lines 3a through e 35 ,2 81 .

y Qmhfympdistributions lor3007from Part %1I M.4 0,$ 26,918 .

a Applied l0 2001, but not more than line 2a b Applied to undistributed income of poor years (Election required - see the - instructions) - - - - -' - -

e Treated as distributions out of corpus _ - (Election required - see the instructions) `-

d Applied to 2002 distnbutable amount -- 2 , 221 . B Remaining amt distributed out of corpus 24, 697 .

5 Excess distnbs carryover applied to 2002 (If an amount appears m column (d), the same amount must be shown in col (a) )

6 Enter the not total of each column as indicated below

a Corpus Add lines 3f 4C, and so Subtract line 5 59, 978 b Prior years' undistributed income Subtract

line 4b from line 2b e Enter amount o1 poor years' undistributed Income for which a nonce 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 the instructions

e Undistributed income !or 2007 Subtract - - - line 4a from line 2a Taxable amount - - , see we instructions - ,

f Undistributed income for 2002 Subtract Tines 4d and 5 from line 1 This amount must be distributed m 2003

7 Amounts vested as distributions out of corpus to satisfy requirements imposed by Section 770(b)(1)(E) or 4942(8)(3) (see the _ instructions)

8 Excess distributions carryover from 1997 y not applied on one 5 or line 7 (see the ~- .- instructions)

9 Excess distributions carryover to 2003 Subtract lines 7 and 8 from line 6a 59, 978

10 Analysis of fine 9 a Excess from 1998 b Excess from 1999 c Excess from 2000 _-

d Excess from 2007 35 , 281 . e Excess from 2002 24, 697 .

Form 990-PF (2002) BCA Coovnp11ilormsaliwns,onlv I00]Universal Tax System, In[ AlInqhUraserveC USYYOPfB

75-66131 ssaPF(zooz) SUMAN,MITCHELL,JONES CHARITABLE TR .

t a If the foundation has received a ruling or determination letter that it is a private operating foundation, and the ruling is effective for 2002, enter the date of the ruling 111,

b Check box to indicate whether the organization is a private operating foundation described m section or Prior 3

c Qualifying distributions from Part YJI, line 4 for each year listed

d Amounts included m 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

7 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 4942q)(3)(B)(i) b "Endowment" alternative test- Enter 213 of minimum investment return shown in Part X, tine 6 for each year listed

e "SupporC' 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 4942Q)(3)(B)(m)

(3) Largest amount of support from an exempt organization

Supplementary Information (Complete this part only if the orga assets at any time during the year " see the instructions.)

or more m

Form 990-PF (2002) BCA Copyright form soft ware only Y00]Universal LRSystems Inc All light, reaarveE USGYOPfB

Z a Enter we lesser of the adjusted net Tax yeas income from Pan I or the minimum (a) 2002 investment return from Part X for each year listed

b BS% of line 2a

1 Information Regarding Foundation Managers* a List 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 d they have contributed more than $5 000) (See sac6on 507(d)(2) )

b List 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

2 Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc, Programs Check here is 0 d the organization only makes contributions to preselected charitable organizations and does not accept unsolicited

requests for funds II the organization makes gifts, grants, etc (see the instructions) to individuals or organizations under other conditions complete items 2a b, c and d

a The name, address, and telephone number of the person to whom applications should be addressed

b The loan in which applications should be submitted and information and materials they should include

e My submission deadlines

d Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other lectors

75-6613180 Paaelo

ilrecipient uaninaniauel Found aUOi show any relationship to anyfoundation menepar status of or Substantial c recipient

Purpose of grant or contribution

b Approved for future payment Southeastern Fd . Jones Academy Choctaw Natl Ed . Fd . St Stephens Episcopal St Johns Episcopal WNJ Hosp Fd . Morton F Plant Hosp Fd

O1C3 Educational O1C3 Educational 871 Educational O1C3 Charitable O1C3 Charitable O1C3 Charitable O1C3 Charitable

11.

CA Copyright form software only 2002 Universal Tax Systems Inc All right, reserved US990plo

Form 990-PF (2002)

Form 990. PF

Recipient

Name and address (home a Paid during the year

HARITABLE TR .

3a

Amount

1,986 . 9,965 . 9, 966 . 1,986 . 1,986 . 1,986 . 1,986 .

MITCHELL,JONES C sso- aF

Unrelated business income e=ciud

(a) (d) (c) Business Amount Ezcl code code Program service revenue

a b e d e f g Fees 8 contracts from government agencies

2 Membership dues and assessments 3 interest on savings and I am porary cash investments

d Dividends and interest from securities

5 Net rental income or (loss) from real estate a Debt-financed property b Not debt-financed property

g Net rental income or poas)Irom personal progeny

7 Other investment income

8 Gem orQau)from nles of a sets other than inventory

g Net income or (lass) from special events

10 Gross profit or (loss) from sales of inventory 11 Other revenue a

b e d e

12 Subtotal Add columns (b), (d), and (e)

13 Total Add line 12, columns (b), (d), and (e) 73

ncome to be used to aid 6 assist indigent urnoses the redolent deems appropriate .

Form 990-PF (2002)

9CA copyright form software only 700iUnnersalTaaSystems Inc All Fights reserved US990PIl

Enter gross amounts unless otherwise indicated

75-6613180 Paaelt

in 51] 577 or 514 (B)

(d) Related or exempt function income

Amount (See we Instructions

Line No Explain below how each activity for which income is reported m column (e) of Part XVI-A contributed importantly to the VV I accomplishment of the organization's exempt purposes (other than by providing funds for such purposes) (See the instructions

l 'come to be used exclusively for scholarships & assistance to low-

incorne auaiitied students . R

txempc urgamzanons

1 Did the organization directly or indirectly engage in any of the following with any other organization described in section Yes No 507(c) of the Coda (other than section 501(c)(3) organizations) or in section 527, relating to political organizations? 7

a Transfers from the reporting organization to a nonchantable exempt organization of (1) Cash 1a(1) X (2) Other assets 7 a(2) X

b Other Transactions (t) Sales of assets to a nonchanWbie exempt organization 1 b(1) X (2) Purchases of assets from a nonehantabte exempt organization 7 b(4) X

(3) Rental of facilities . equipment, or other assets 1 b(7) X

(4) Reimbursement arrangements 7 b(4) X

(5) Loans or loan guarantees t b(5) X (6) Performance of services or membership or fundraising solicitations 7 b(6) X

c Sharing of facilities . equipment. mailing fists, other assets, or paid employees 7 c X d If the answer to any of the above is 'Yes; complete the following schedule Column (b) should aAvays show we fair market value of the goods, other assets or services given by the reporting organization II the organization received less than fair market value in any transaction or sharing arrangement, show in column (d) the value o! the goods, other assets, or services received

2 a Is the organization directly or indirectly affiliated with, or related to, one or more lax-exempt organizations described in section 507(c) of the Code (other than section 501(c)(3)) or m section 5277 ~ Yes 11 No

y If 'Yes," complete the following schedule (a) Name of orpamzadon (b) Type of organization (c) Description of relationship

A Copyright form software only 2002 Universal Tax Systems Inc Aillights

PI SUMAN . MITCHELL, JONES CHARITABLE TR . 75-6613180 Paae 12

Signaureolocer see 1 /

yu p

PrepereYs ;j wo signature

PAULA D MEARS PC a ~ Firm's name (or yours if self-employed), ' 2007 TEXOMA PKWY aadress,endZIPcode SHERMAN TX 75090-

Schedule B (Form 990,990-EZ, or 990- PF) Department of the Treesury internal Revenue Service

Name of organisation

Supplementary Information for line 101 Form 990, 990EZ and 890-PF (see Instructions) 2002

Employer Identification number 75-6613180

501(c)(3) taxable private foundation

Cat No 30613X Schedule B (Form 990, 990EZ, or 990-PF) (2002)

BCA Coovnpnt form software only 2002 Universal Tax Systems, Inc All right, reserved US990B$1

Schedule of Contributors

Organization type (check one)

Filers of Section

Form 990 or 990. EZ 0 501(c) ( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization Form 990-PF

501(c)(3) exempt private foundation

D 4947(a)(1) nonexempt charitable trust treated as a private foundation

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 - For organizations filing Form 990, B90-EZ, or 990-PF that received, during the tax year, $5,000 or more (in money or property) from any one contributor (Complete Parts I end II )

Special Rules - For a section 501(c)(3) organization filing Form 990, or Form 990. EZ, that met the 33 1/3% support test of we regulations under sections 509(a)(1)/170 (b)(1)(A)(vi) and received from any one contributor, during the year, a contribution of the greater of $5,000 or 2°h of the amount on line 1 of these forms (Complete Parts I and II )

For a section 501(c)(7), (8), or (10) organization filing Form 990, or Form 990-EZ that received from any one contributor, during the year, aggregate contributions or bequests of more than $1,000 for use exclusively for religious, charitable, scientific, literary, or educational purposes, or the prevention of cruelty to children or animals (Complete Pans I, II, and III )

For a section 501(c)(7), (8), or (10) organization filing Form 990 or Form 990-EZ, that received from any one contributor, during the year, some contributions for use exclusively for religious, chartible , etc , purposes, but these contributions did not aggregate to more than $1,000 (If this box is checked, enter here the total contributions that were received during the year (or an exclusively religious, charitable, etc , purpose Do not complete any of the Parts unless the General rule applies to this organization because it received nonexclusively religious, charitable, etc , contributions of $5,000 or more during the year ) " $

Caution Organizations that are not covered by the General rule and/or the Special rules do not file Schedule B (Form 990, 990-EZ, or 990-PF), but must check the box in the heading of their Form 990, Form 990-EZ, or on line 1 0( then Form 890-PF, to tartly that they do not meet the filing requirements of Schedule B (Form 990, 990. EZ, or 990. PF)

Schedule B Form 990 9913- E7, or 990. PF 2002 ) Page -1 to --I of Part I Name of organization Employer Identification number SUMAN,MITCHELL,JONES CHARITABLE TR . 75-6613180

Contributors (See Specific Instructions )

(a) (b) (c) (d)

No Name, address and ZIP + 4 Aggregate contributions Type of contribution

NONE g Person

Payroll

Noncash

(Complete Par( II d there u e nonceah cant rib ut ton )

(a) (b) (c) (d)

No Name, address and ZIP r 4 Aggregate contributions Type of contribution

$ Person

Payroll

Noncash

(Complete Pan II d there u a noncash contribution

(a) (b) (e) (d) No Name, address and ZIP +4 Aggregate contributions Type of contribution

$ Person Payroll

Noncash

(Complete Pan i1 if there u a noncasn contribution )

(a) (b) (c) (d)

No Name, address and 21P+4 Aggregate contributions Type of contribution

$ Person

Payroll

Noncash

(Complete Past II if there u e noncash contribution

(a) (b) (c) (d)

No Name, address and ZIP +4 Aggregate contributions Type of contribution

E Person

Payroll

Noncash

(Complete Part II if there is a noncash contribution

(a) (b) (c) (d)

No Name, address and 21P+4 Aggregate contributions Type of contribution

$ Person

Payroll

Noncash

(Complete Part it J tare b a nonca.h contribution

Schedule B(Fortn 990 or 990-EZ,or990-PF)120021

75-6613180

Investments - U .S. and State Government Obligations, Corporate Stock and Corporate Bonds

US 990PF as of Year End : Page 2, Line 10a, b and c 2002

Description Book Value Fair Market Value 50 SH BOEING CO . 9,799 . 5,198 . 00 SH DANA CORP . 8,068 . 4,624 . 00 SH WALT DISNEY 11,400 . 5,925 . 00 SH FORTUNE BRANDS INC . 10,166 . 20,880 . 50 SH GENERAL MOTORS CORP . 8,409 . 5,900 . 00 SH ITT INC IND . 8,870 . 13,092 . 00 SH JOHNSON & JOHNSON 9,791 . 10,390 . 50 SH KIMBERLY CLARK CORP . 8,919 . 7,821 . 50 SH MORGAN STANLEY 10,288 . 6,913 . 751 .027 SH NEUBERGER BERMAN GENESIS 1229 80,255 . 80,990 . 00 SH OCCIDENTAL PETROLEUM CORP . 8,368 . 13,920 . 00 SH S & P DEPOSITORY SPDR . 29,619 . 19,526 . 00 SH TIDEWATER INC . 10,959 . 7,393 . 31 SH VALERO REFINING & MARKETING CO . 6,389 . 8,392 . 50 SH WACHOVIA CORP 2ND NEW 9,829 . 13,986 .

Copyright form software only 700]Universal TeiSystems Inc All rights reserved U55T%10A

50 SH BOEING CO 9,/99 . 6,750 . 00 SH DANA CORP 8,068 . 7,412 . 00 SH WALT DISNEY 11,900 . 5,670 . 00 SH FORTUNE BRANDS INC 10,166 . 22,900 . 50 SH GENERAL MOTORS CORP 8,909 . 8,018 . 00 SH ITT INDS INC IND 8,870 . 14,120 . 00 SH JOHNSON & JONHSON 9,741 . 10,452 . 50 SH KIMBERLY CLARK CORP 8,419 . 9,300 . 50 SH MORGAN STANLEY 10,288 . 6,962 . 791 .609 SH NEUBERGER BERMAN GENESIS 1229 50,000 . 77,670 . 00 SH OCCIDENTAL PETROLEUM CORP 8,368 . 11,996 . 50 SH PHILIP MORRIS COMPANIES 7,707 . 6,552 . 00 SH S & P DEPOSITORY SPDR 29,619 . 19,792 . 00 SH TIDEWATER INC 10,459 . 8,230 . 31 SH VALERO REFRNG 6 MRKTG CO 6,389 . 8,699 . 50 SH WACHOVIA CORP 2ND NEW 9 , 829 . 13 363 .

237,981 . 236 831 .

Copyright form Boltwue only 2001 Universal TUSystems Inc All rights raservsE U55TX10A

75-6613180 Investments - U.S. and State Government

Obligations, Corporate Stock and Corporate Bonds US 990PF as of Year End: Page 2. Line 10a Fiscal Year ended 6/30/2002

Detail Sheet 2002

Copyright form software only 2002 Universal Tax Systems Inc All rights reserved USWDETSI

Name SUMAN,MITCHELL,JONES CHARITABLE TR . I0 75-6613180

- Paae 1, Line 16(B

Amount a D . Mears

Detail Sheet 2002

Copyright form software only 2002 Universal Tax Systems Inc All lights reserved USWDET$I

Name SUMAN,MITCHELL,JONES CHARITABLE TR . ID 75-6613180

P

oY Texas Trus

Detail Sheet 2002

Total

Co0Yfi0h I I orm~oltwawonly Y003Universal TaSruama Inc All riph IsiaaervaO USWDETS7

Name SUMAN,MITCHELL,JONES CHARITABLE TR . ID 75-6613180

Excise Tax - Paqe 1, Line 18

Amount

Detail Sheet 2002

Copyright form software only 2002 Universal Tax Systems Inc All right, reserved USWDET$i

Name SUMAN,MITCHELL,JONES CHARITABLE TR . ID 75-6613180

Amount

Amount tern Foundation

ndation

learwa

h, She

Durant

Fd .

t2 Paid :

Copyright form software only 300YUniversal TaaSystems Ine All rights reserved USWDETSI

Detail Sheet 2002

Name SUMAN,MITCHELL,JONES CHARITABLE TR . I0 75-6613180

ne.,~nfin . . Part XV - AnnrnvaA fnr fiitnra navmcnt

Comptroller oY Sout

Jones Academy State Choctaw National Ed

Wilson N Jones Hosp

Morton F Plant Hosp

St .Stephens Eqiscoo