TYLER FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- TYLER FOUNDATION (EIN 23-7140526)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202323199349105692
- Schema version
- 2022v5.0
- 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 | 2023-11-15T13:49:41-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2500 DALLAS PARKWAY SUITE 300 | AddressLine1Txt |
| City | PLANO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75093 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | 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 | 2023-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Brian | PersonFirstNm |
| Person Last | Miller | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 000000000 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Deana Serracino | PreparerPersonNm |
| PTIN | P01058183 | PTIN |
| Phone | 9727480300 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,881,987 | 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 | $97,646 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $97,646 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $97,646 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $131,462 | NetGainSaleAstRevAndExpnssAmt |
| Total Rev And Expnss | $229,108 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $97,646 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $97,646 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $34,928 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $34,928 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,000 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $67 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $67 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $35,995 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $35,995 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $374,825 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $374,825 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $410,820 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $35,995 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $374,825 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$181,712 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $61,651 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $97,646 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $311,906 | CashBOYAmt |
| Cash EOY | $158,946 | CashEOYAmt |
| Cash EOYFMV | $158,946 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $145,396 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $32,659 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $32,659 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $2,184,735 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,292,020 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,690,382 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,642,037 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,483,625 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,881,987 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $15,429 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $38,729 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $15,429 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $38,729 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $2,626,608 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,444,896 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,626,608 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,444,896 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,642,037 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,483,625 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,626,608 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$181,712 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,444,896 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,444,896 | 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 | $857 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $857 | SubtotalAmt |
| Tax Based On Investment Income | $857 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $911 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $911 | TotalPaymentsAndCreditsAmt |
| Overpayment | $54 | OverpaymentAmt |
| Applied To ES Tax | $54 | 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 | $5,841,533 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $367,714 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,209,247 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,209,247 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $93,139 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,116,108 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $305,805 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $305,805 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $857 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $857 | TotalTaxAmt |
| Distributable Before Adj | $304,948 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $304,948 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $304,948 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $374,825 | 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 | $374,825 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $304,948 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $4,616 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $147,943 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $152,559 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $374,825 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $304,948 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $69,877 | RemainingDistriFromCorpusAmt |
| Total Corpus | $222,436 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $222,436 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $4,616 | ExcessFromYear3Amt |
| Excess From Year2 | $147,943 | ExcessFromYear2Amt |
| Excess From Current Year | $69,877 | 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 (79 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 | $250 | |
| MARCH OF DIMES | ||||||
| 1275 MAMARONECK AVE | WHITE PLAINS | NY | 10605 | CHARITABLE | $3,000 | |
| SALESMANSHIP CLUB OF DALLAS | ||||||
| 400 S ZANG BLVD STE 700 | DALLAS | TX | 75208 | CHARITABLE | $12,000 | |
| 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 | $15,000 | |
| 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 | |
| THE FAMILY PLACE | ||||||
| PO Box 7999 | Dallas | TX | 75209 | Charitable | $150 | |
| BARBARA BUSH CHILDREN'S HOSPITAL | ||||||
| 22 BRAMHALL ST | PORTLAND | ME | 04102 | CHARITABLE | $10,000 | |
| BIG BROTHERS BIG SISTERS LONE STAR | ||||||
| 450 E JOHN CARPENTER FWY 300 | IRVING | TX | 75062 | CHARITABLE | $11,000 | |
| EDUCATE MAINE | ||||||
| 482 CONGRESS ST 303 | PORTLAND | ME | 04101 | CHARITABLE | $10,000 | |
| FRED HUTCHINSON CANCER RESEARCH CENTER | ||||||
| 1100 FAIRVIEW AVE N | SEATTLE | WA | 98109 | CHARITABLE | $1,250 | |
| JUNIOR PLAYERS ORGANIZATION | ||||||
| 12225 GREENVILLE AVE 1020 | DALLAS | TX | 75243 | CHARITABLE | $5,000 | |
| 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 | $4,750 | |
| HEAR ME NOW | ||||||
| PO BOX 896 | PORTLAND | ME | 04104 | CHARITABLE | $500 | |
| NAMI IOWA | ||||||
| 3839 MERLE HAY RD 229 | DES MOINES | IA | 50310 | CHARITABLE | $1,000 | |
| UNIVERSITY OF MAINE FOUNDATION | ||||||
| TWO ALUMNI PLACE | ORONO | ME | 04469 | CHARITABLE | $31,200 | |
| AMERICAN HEART ASSOCIATION | ||||||
| 7272 Greenville Avenue | Dallas | TX | 75231 | CHARITABLE | $5,000 | |
| 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 | |
| Live and Work in Maine | ||||||
| 70 Center Street | Portland | ME | 04101 | Charitable | $15,000 | |
| Maine Cancer Foundation | ||||||
| 170 US-1 250 | Falmouth | ME | 04105 | Charitable | $2,000 | |
| Autism Society of Maine | ||||||
| 72 Maine St STE B | Winthrop | ME | 04364 | Charitable | $5,000 | |
| 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 | |
| Pedal The Cause | ||||||
| 9288 Dielman Industrial Rd | Olivette | MO | 63132 | CHARITABLE | $1,000 | |
| The DEC Network | ||||||
| 2001 Ross Ave Suite 700-112 | Dallas | TX | 75201 | CHARITABLE | $12,500 | |
| American Cancer Society | ||||||
| 210 N Hall St | Dallas | TX | 75226 | CHARITABLE | $2,000 | |
| Maine Marathon | ||||||
| PO Box 8008 | Portland | ME | 04104 | CHARITABLE | $3,000 | |
| Community First Foundation | ||||||
| 5855 Wadsworth Bypass A | Arvada | CO | 80003 | CHARITABLE | $10,000 | |
| (ISC)2 Maine Chapter | ||||||
| 6 Allen Ave | Westbrook | ME | 04092 | CHARITABLE | $500 | |
| Animal Refuge League of Greater Portland | ||||||
| 217 Landing Rd | Westbrook | ME | 04092 | CHARITABLE | $200 | |
| AT&T Performing Arts Center | ||||||
| 2403 Flora St | Dallas | TX | 75201 | CHARITABLE | $15,000 | |
| BlackGirlsHack | ||||||
| 10908 Courthouse Road Suite 102-286 | Fredericksburg | VA | 22408 | CHARITABLE | $5,000 | |
| Caroline East Foundation | ||||||
| 2007 Neuse Blvd B | New Bern | NC | 28560 | CHARITABLE | $1,000 | |
| Cystic Fibrosis Foundation | ||||||
| 4550 Montgomery Ave | Bethesda | MD | 20814 | CHARITABLE | $5,000 | Suite 1100 N |
| Delancey Street Foundation | ||||||
| 600 Embarcadero | San Francisco | CA | 94107 | CHARITABLE | $1,000 | |
| Dempsey Center | ||||||
| 29 Lowell St | Lewiston | ME | 04240 | CHARITABLE | $1,500 | |
| DonorsChoose | ||||||
| 134 West 37th Street 11th Floor | New York | NY | 10018 | CHARITABLE | $7,500 | |
| FERF | ||||||
| 89 Headquarters Plaza | Morristown | NJ | 07960 | CHARITABLE | $1,000 | Suite 1462 |
| Game Plan 4 Hope | ||||||
| 312 W 3rd St | Hills | MN | 56138 | CHARITABLE | $500 | |
| Grant Halliburton Foundation | ||||||
| 3000 Pegasus Park Dr Suite 750 | DALLAS | TX | 75247 | CHARITABLE | $7,500 | |
| HVAF | ||||||
| 964 N Pennsylvania St | Indianapolis | IN | 46204 | CHARITABLE | $15,000 | |
| Idaho Food Bank | ||||||
| 3630 E Commercial Court | Meridian | ID | 83642 | CHARITABLE | $1,000 | |
| Jaxen's Journey | ||||||
| 941 Markley Woods Way | Cincinnati | OH | 45230 | CHARITABLE | $300 | |
| Kappa Kappa Gamma Foundation | ||||||
| 6640 Riverside Drive Suite 200 | Dublin | OH | 43017 | CHARITABLE | $3,500 | |
| Kentucky State Treasurer | ||||||
| 1050 US-127 Apt 100 | Frankfort | KY | 40601 | CHARITABLE | $1,000 | |
| LC Renal Alliance | ||||||
| PO Box 63 | Napavine | WA | 98565 | CHARITABLE | $1,500 | |
| Legal Aid of North West Texas | ||||||
| 901 N McDonald St | McKinney | TX | 75069 | CHARITABLE | $2,500 | |
| Maggie's Sole Mission | ||||||
| PO Box 16815 | Fort Worth | TX | 76162 | CHARITABLE | $2,500 | |
| Maine Baseball Hall of Fame | ||||||
| 38 Merganser Way | Freeport | ME | 04032 | CHARITABLE | $5,000 | |
| Maine Children's Cancer Program | ||||||
| 100 Campus Dr 107 | Scarborough | ME | 04074 | CHARITABLE | $5,000 | |
| Maine Women's Conference | ||||||
| 1 Industrial Way 7 | Portland | ME | 04103 | CHARITABLE | $1,500 | |
| Making Strides Against Breast Cancer | ||||||
| 3380 Chastain Meadows Pkwy NW Suit | Kennesaw | GA | 30144 | CHARITABLE | $1,125 | |
| Mitchell Institute | ||||||
| 1501 Langston Boulevard Suite 205 | Arlington | VA | 22209 | CHARITABLE | $5,000 | |
| MTUG Scholarship | ||||||
| PO Box 8549 | Portland | ME | 04104 | CHARITABLE | $2,000 | |
| Multiples of America | ||||||
| 2000 Mallory Lane Suite 130-600 | Franklin | TN | 37067 | CHARITABLE | $250 | |
| National MS Society | ||||||
| 1750 Valley View Ln Ste 125 | Farmers Branch | TX | 75234 | CHARITABLE | $250 | |
| Operation New Hope | ||||||
| 1830 N Main St | Jacksonville | FL | 32206 | CHARITABLE | $1,000 | |
| People for Urban Progress | ||||||
| 160 Steeples Blvd | Indianapolis | IN | 46222 | CHARITABLE | $14,500 | |
| Pine Tree Legal Association | ||||||
| PO Box 547 | Portland | ME | 04112 | CHARITABLE | $5,000 | |
| Red White & Blue Heroes | ||||||
| 42018 50th Street | West Quartz Hill | CA | 93536 | CHARITABLE | $2,500 | |
| Remerg | ||||||
| PO Box 18463 | Denver | CO | 80218 | CHARITABLE | $250 | |
| Restore Life | ||||||
| PO Box 94863 | Atlanta | GA | 30377 | CHARITABLE | $2,000 | |
| Ronal McDonald House of Maine | ||||||
| 654 State Street | Bangor | ME | 04401 | CHARITABLE | $6,350 | |
| SISD Foundation | ||||||
| 1460 Martinez-Losoya Rd | San Antonio | TX | 78221 | CHARITABLE | $1,000 | |
| St Jude Children's Research Hospital | ||||||
| 262 Danny Thomas Place | Memphis | TN | 38105 | CHARITABLE | $3,750 | |
| Team Mason | ||||||
| 1815 Coggin Ave | Brownwood | TX | 76801 | CHARITABLE | $250 | |
| The Underdog Family | ||||||
| 1000 N Grant St | Denver | CO | 80203 | CHARITABLE | $250 | |
| Triple Crown 5k | ||||||
| 401 E Main St | Louisville | KY | 40202 | CHARITABLE | $250 | |
| Yarmouth Rotary | ||||||
| PO BOX 448 | South Yarmouth | MA | 02664 | CHARITABLE | $5,000 | |
| YEF - Robotics Club | ||||||
| 102 E Commerce St | Jacksonville | TX | 75766 | CHARITABLE | $2,500 | |
| Both Ends Believing | ||||||
| 16009 N 81st St 130 | Scottsdale | AZ | 85260 | Charitable | $25,000 | |
| Other | ||||||
| 5101 Tennyson Parkway | Plano | TX | 75024 | Charitable | $2,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $374,825 | 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 | $97,646 | 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 | $131,462 | 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 | $229,108 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $229,108 | 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 | $2,292,020 | BookValueAmt |
| EOYFMV | $5,690,382 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Revenue And Expenses Per Books | $67 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $67 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TRUSTEE FEES | CategoryTxt |
| Amt | $34,928 | Amt |
| Net Investment Income | $34,928 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $1,000 | Amt |
| Net Investment Income | $1,000 | NetInvestmentIncomeAmt |
Comments