TYLER FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- TYLER FOUNDATION (EIN 23-7140526)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202403209349103950
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Depreciation Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-15T11:13:47-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Baker Tilly Advisory Group LP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17 Cowboys Way Suite 800 | AddressLine1Txt |
| City | Frisco | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75034 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237140526 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Tyler Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % TYLER TECHNOLOGIES INC | InCareOfNm |
| Business Name Control | TYLE | BusinessNameControlTxt |
| Phone | 9727133700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5101 TENNYSON PARKWAY | AddressLine1Txt |
| City | PLANO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75024 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Brian Miller | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 9727133700 | PhoneNum |
| Signature | 2024-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Deana Serracino | PreparerPersonNm |
| PTIN | P01058183 | PTIN |
| Phone | 9727480300 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,135,201 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $87,773 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $87,773 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $87,773 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $229,262 | NetGainSaleAstRevAndExpnssAmt |
| Total Rev And Expnss | $317,035 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $87,773 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $87,773 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $32,708 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $32,708 | OtherProfFeesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $20 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $20 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $32,728 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $32,728 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $306,849 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $306,849 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $339,577 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $32,728 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $306,849 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$22,542 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $55,045 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $87,773 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $158,946 | CashBOYAmt |
| Cash EOY | $228,599 | CashEOYAmt |
| Cash EOYFMV | $228,599 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $32,659 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $103,887 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $103,887 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $2,292,020 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,105,118 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,802,715 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,483,625 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,437,604 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,135,201 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $38,729 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $15,250 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $38,729 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $15,250 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $2,444,896 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,422,354 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,444,896 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,422,354 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,483,625 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,437,604 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,444,896 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$22,542 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,422,354 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,422,354 | TotNetAstOrFundBalancesEOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cap Gains Loss Tx Invst Incm Detail | CapGainsLossTxInvstIncmDetail |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $765 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $765 | SubtotalAmt |
| Tax Based On Investment Income | $765 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $54 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $1,250 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,304 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $42 | EsPenaltyAmt |
| Overpayment | $497 | OverpaymentAmt |
| Applied To ES Tax | $497 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TYLER TECHNOLOGIES INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9727133700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5101 TENNYSON PARKWAY | AddressLine1Txt |
| City | PLANO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75024 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| BRIAN K MILLER | ||||||||
| 5101 TENNYSON PARKWAY | PLANO | TX | 75024 | TREASURER & ASST. SECRETARY | 0 | $0 | $0 | $0 |
| H LYNN MOORE JR | ||||||||
| 5101 TENNYSON PARKWAY | PLANO | TX | 75024 | PRESIDENT | 0 | $0 | $0 | $0 |
| SAMANTHA B CROSBY | ||||||||
| 5101 TENNYSON PARKWAY | PLANO | TX | 75024 | SECRETARY | 0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,691,448 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $189,582 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,881,030 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,881,030 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $88,215 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,792,815 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $289,641 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $289,641 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $765 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $765 | TotalTaxAmt |
| Distributable Before Adj | $288,876 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $288,876 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $288,876 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $306,849 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $306,849 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $288,876 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $4,616 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $147,943 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $69,877 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $222,436 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $306,849 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $288,876 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $17,973 | RemainingDistriFromCorpusAmt |
| Total Corpus | $240,409 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $240,409 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $4,616 | ExcessFromYear4Amt |
| Excess From Year3 | $147,943 | ExcessFromYear3Amt |
| Excess From Year1 | $69,877 | ExcessFromYear1Amt |
| Excess From Current Year | $17,973 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Leslee Nelson | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5101 TENNYSON PARKWAY | AddressLine1Txt |
| City | PLANO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75024 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9727133700 | RecipientPhoneNum |
| Form And Info And Materials | NO STANDARD FORM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (72 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| AMERICAN LUNG ASSOCIATION | ||||||
| 1170 OLD HENDERSON ROAD STE 230 | COLUMBUS | OH | 43220 | CHARITABLE | $500 | |
| MARCH OF DIMES | ||||||
| 1275 MAMARONECK AVE | WHITE PLAINS | NY | 10605 | CHARITABLE | $5,000 | |
| SALESMANSHIP CLUB OF DALLAS | ||||||
| 400 S ZANG BLVD STE 700 | DALLAS | TX | 75208 | CHARITABLE | $12,500 | |
| MEGAN MEIER FOUNDATION | ||||||
| 515 JEFFERSON STREET SUITE A | ST CHARLES | MO | 63301 | CHARITABLE | $2,000 | |
| JUNIOR ACHIEVEMENT OF MAINE | ||||||
| 82 Elm St | Portland | ME | 04101 | Charitable | $2,500 | |
| READERS2LEADERS | ||||||
| 2223 Singleton Blvd Suite 140 | Dallas | TX | 75212 | Charitable | $2,500 | |
| AMERICAN RED CROSS - DALLAS AREA CHAPTER | ||||||
| 1450 Redbud Blvd | McKinney | TX | 75069 | Charitable | $10,000 | |
| BARBARA BUSH CHILDREN'S HOSPITAL | ||||||
| 22 BRAMHALL ST | PORTLAND | ME | 04102 | CHARITABLE | $12,500 | |
| BIG BROTHERS BIG SISTERS LONE STAR | ||||||
| 450 E JOHN CARPENTER FWY 300 | IRVING | TX | 75062 | CHARITABLE | $5,000 | |
| EDUCATE MAINE | ||||||
| 482 CONGRESS ST 303 | PORTLAND | ME | 04101 | CHARITABLE | $5,000 | |
| FRED HUTCHINSON CANCER RESEARCH CENTER | ||||||
| 1100 FAIRVIEW AVE N | SEATTLE | WA | 98109 | CHARITABLE | $1,750 | |
| RIDING TO THE TOP | ||||||
| 4063 14 LILAC DR | WINDHAM | ME | 04062 | CHARITABLE | $2,500 | |
| HABITAT FOR HUMANITY OF GREATER PORTLAND | ||||||
| 659 WARREN AVE SUITE A | PORTLAND | ME | 04103 | CHARITABLE | $5,000 | |
| HEAR ME NOW | ||||||
| PO BOX 896 | PORTLAND | ME | 04104 | CHARITABLE | $500 | |
| AMERICAN HEART ASSOCIATION | ||||||
| 7272 Greenville Avenue | Dallas | TX | 75231 | CHARITABLE | $2,750 | |
| MAKE A WISH MAINE | ||||||
| 66 Mussey Road | Scarborough | ME | 04074 | CHARITABLE | $5,000 | |
| SEAN M WALSH K-9 MEMORIAL FOUNDATION | ||||||
| 1661 Nord Lane | San Jose | CA | 951255031 | CHARITABLE | $10,000 | |
| SWEETSER | ||||||
| 50 Moody Street | Saco | ME | 040721536 | CHARITABLE | $5,000 | |
| Man Up Crusade | ||||||
| PO Box 1922 | Nampa | ID | 83653 | Charitable | $1,500 | |
| Maine Cancer Foundation | ||||||
| 170 US-1 250 | Falmouth | ME | 04105 | Charitable | $2,500 | |
| WinterKids Education Foundation | ||||||
| 506 Main Street Suite 10 | Westbrook | ME | 04092 | CHARITABLE | $2,500 | |
| Cameron Steinberg Foundation | ||||||
| 7252 Keller CT | Dublin | OH | 43017 | CHARITABLE | $1,500 | |
| Vogel Alcove | ||||||
| 1738 Gano St | Dallas | TX | 75215 | CHARITABLE | $5,000 | |
| YMCA Of Southern Maine | ||||||
| 70 Forest Ave | Portland | ME | 04104 | CHARITABLE | $2,000 | |
| The DEC Network | ||||||
| 2001 Ross Ave Suite 700-112 | Dallas | TX | 75201 | CHARITABLE | $8,000 | |
| Maine Marathon | ||||||
| PO Box 8008 | Portland | ME | 04104 | CHARITABLE | $2,000 | |
| AT&T Performing Arts Center | ||||||
| 2403 Flora St | Dallas | TX | 75201 | CHARITABLE | $20,000 | |
| Cystic Fibrosis Foundation | ||||||
| 4550 Montgomery Ave | Bethesda | MD | 20814 | CHARITABLE | $5,000 | Suite 1100 N |
| FERF | ||||||
| 89 Headquarters Plaza | Morristown | NJ | 07960 | CHARITABLE | $1,000 | Suite 1462 |
| Grant Halliburton Foundation | ||||||
| 3000 Pegasus Park Dr Suite 750 | DALLAS | TX | 75247 | CHARITABLE | $7,500 | |
| Legal Aid of North West Texas | ||||||
| 901 N McDonald St | McKinney | TX | 75069 | CHARITABLE | $2,500 | |
| Maine Baseball Hall of Fame | ||||||
| 38 Merganser Way | Freeport | ME | 04032 | CHARITABLE | $5,000 | |
| Making Strides Against Breast Cancer | ||||||
| 3380 Chastain Meadows Pkwy NW Suit | Kennesaw | GA | 30144 | CHARITABLE | $1,250 | |
| Mitchell Institute | ||||||
| 1501 Langston Boulevard Suite 205 | Arlington | VA | 22209 | CHARITABLE | $7,500 | |
| MTUG Scholarship | ||||||
| PO Box 8549 | Portland | ME | 04104 | CHARITABLE | $2,000 | |
| National MS Society | ||||||
| 1750 Valley View Ln Ste 125 | Farmers Branch | TX | 75234 | CHARITABLE | $250 | |
| Restore Life | ||||||
| PO Box 94863 | Atlanta | GA | 30377 | CHARITABLE | $2,000 | |
| Ronald McDonald House of Maine | ||||||
| 654 State Street | Bangor | ME | 04401 | CHARITABLE | $5,000 | |
| Both Ends Believing | ||||||
| 16009 N 81st St 130 | Scottsdale | AZ | 85260 | Charitable | $25,000 | |
| Other | ||||||
| 5101 Tennyson Parkway | Plano | TX | 75024 | Charitable | $10,999 | |
| Maine Engineering Promotional Council | ||||||
| 5796 AMC Building | Orono | ME | 04469 | Charitable | $1,250 | |
| My Sister's House | ||||||
| PO Box 71171 | North Charleston | SC | 29415 | Charitable | $5,000 | |
| The Giving Grove | ||||||
| 300 E 39th St Ste LL1D | Kansas City | MO | 64111 | Charitable | $2,500 | |
| Cowtown Warriors | ||||||
| PO Box 1295 | Fort Worth | TX | 76101 | Charitable | $2,500 | |
| Portland Adopt a Trail | ||||||
| 38 Diamond Street | Portland | ME | 04101 | Charitable | $2,500 | |
| Capital Of Texas Police Motorcycle Chute Out | ||||||
| PO Box 464 | Kyle | TX | 76840 | Charitable | $2,500 | |
| Live2Serve | ||||||
| Dover | Dover | NH | 03820 | Charitable | $250 | |
| Sheep Dog Impact Assistance | ||||||
| 1200 W Walnut Street Suite 2310 | Rogers | AR | 72756 | Charitable | $2,500 | |
| LRCares | ||||||
| 6110 Foreland Garth | Columbia | MD | 21045 | Charitable | $2,500 | |
| Alzheimers Association | ||||||
| 5000 Quorum Dr | Dallas | TX | 75254 | Charitable | $3,500 | |
| The Trevor Project | ||||||
| PO Box 69232 | West Hollywood | ID | 90069 | Charitable | $2,000 | |
| Rural Education Advancement Program | ||||||
| 10 Jolly Court | Peralta | NM | 87042 | Charitable | $3,000 | |
| Philly House | ||||||
| 302 N 13th St | Philadelphia | PA | 19107 | Charitable | $1,500 | |
| Dream Factory of Maine | ||||||
| P O Box 702 | Gorham | ME | 04038 | Charitable | $6,000 | |
| Our Father's Children | ||||||
| 6250 NE Loop 820 | North Richland Hills | TX | 76180 | Charitable | $800 | |
| WIN Foundation | ||||||
| PO Box 721504 | Norman | OK | 73070 | Charitable | $1,500 | |
| Haven For Hope | ||||||
| 1 Haven for Hope Way | San Antonio | TX | 78207 | Charitable | $15,000 | |
| Paws for Service | ||||||
| 5084 De Zavala Rd | San Antonio | TX | 78249 | Charitable | $5,000 | |
| MorningStar International | ||||||
| PO BOX 870921 | Stone Mtn | GA | 30087 | Charitable | $2,500 | |
| Boys & Girls Club of America | ||||||
| 1275 Peachtree Street NE | Atlanta | GA | 30309 | Charitable | $500 | |
| Tubman Museum | ||||||
| 310 Cherry Street | Macon | GA | 31201 | Charitable | $5,000 | |
| SW Michigan Food Bank | ||||||
| 5451 Wayne Rd | Battle Creek | MI | 49037 | Charitable | $1,000 | |
| Hope In The Streets | ||||||
| P O Box 458 | Belton | MO | 64012 | Charitable | $4,800 | |
| Children's Advocacy Center of Hidalgo and Starr | ||||||
| 525 W Wisconsin Rd | Edinburg | TX | 78539 | Charitable | $500 | |
| Moraine Foundation | ||||||
| 2341 Eastlake Ave E Suite 310 | Seattle | WA | 98102 | Charitable | $1,500 | |
| Hawaii Community Foundation | ||||||
| 827 Fort Street Mall | Honolulu | HI | 96813 | Charitable | $5,000 | |
| Challenge to Conquer Cancer | ||||||
| No Address Listed | Greenville | SC | 29601 | Charitable | $250 | |
| National Law Officers Memorial Fund | ||||||
| 444 E Street NW | Washington | DC | 20001 | Charitable | $500 | |
| Code Enforcement Officer Safety Foundation | ||||||
| PO BOX 720 | Lake Elsinore | CA | 92531 | Charitable | $5,000 | |
| Taylor James Steeves Foundation | ||||||
| 824 Roosevelt Trail 129 | Windham | ME | 04062 | Charitable | $3,000 | |
| International Committee of the Red Cross | ||||||
| 1100 Connecticut Ave NW Suite 500 | Washington | DC | 20036 | Charitable | $5,000 | |
| City House | ||||||
| 830 Central Pkwy E 350 | Plano | TX | 75074 | Charitable | $2,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $306,849 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $87,773 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $229,262 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $317,035 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $317,035 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | EQUITY SECURITIES | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $2,105,118 | BookValueAmt |
| EOYFMV | $5,802,715 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Revenue And Expenses Per Books | $20 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $20 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TRUSTEE FEES | CategoryTxt |
| Amt | $32,708 | Amt |
| Net Investment Income | $32,708 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
Comments