BETA

TYLER FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
TYLER FOUNDATION (EIN 23-7140526)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-15
IRS object ID
202243199349104074
Schema version
2021v4.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-11-15T11:26:19-06:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BAKER TILLY US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12500 DALLAS PARKWAY SUITE 300AddressLine1Txt
CityPLANOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75093ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN237140526EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Tyler FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% TYLER TECHNOLOGIES INCInCareOfNm
Business Name ControlTYLEBusinessNameControlTxt
Phone9727133700PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15101 TENNYSON PARKWAYAddressLine1Txt
CityPLANOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75024ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBrian MillerPersonNm
Person TitleTREASURERPersonTitleTxt
Phone9727133700PhoneNum
Signature2022-11-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstBrianPersonFirstNm
Person LastMillerPersonLastNm
FieldValueIRS element (for citing)
SSN000000000SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDeana SerracinoPreparerPersonNm
PTINP01058183PTIN
Phone9727480300PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$7,434,494FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$78,391DividendsRevAndExpnssAmt
Dividends Net Invst Incm$78,391DividendsNetInvstIncmAmt
Dividends Adj Net Incm$78,391DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$537,983NetGainSaleAstRevAndExpnssAmt
Total Rev And Expnss$616,374TotalRevAndExpnssAmt
Total Net Invst Incm$78,391TotalNetInvstIncmAmt
Total Adj Net Incm$78,391TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$37,272OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$37,272OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$1,100TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,100TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$20OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$20OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$38,392TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$38,392TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$399,330ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$399,330ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$437,722TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$38,392TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$399,330TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$178,652ExcessRevenueOverExpensesAmt
Net Investment Income$39,999NetInvestmentIncomeAmt
Adjusted Net Income$78,391AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$300,207CashBOYAmt
Cash EOY$311,906CashEOYAmt
Cash EOYFMV$311,906CashEOYFMVAmt
Sav And Temp Cash Invst BOY$91,128SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$145,396SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$145,396SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$2,059,023OtherInvestmentsBOYAmt
Other Investments EOY$2,184,735OtherInvestmentsEOYAmt
Other Investments EOYFMV$6,977,192OtherInvestmentsEOYFMVAmt
Total Assets BOY$2,450,358TotalAssetsBOYAmt
Total Assets EOY$2,642,037TotalAssetsEOYAmt
Total Assets EOYFMV$7,434,494TotalAssetsEOYFMVAmt
Accounts Payable BOY$2,402AccountsPayableBOYAmt
Accounts Payable EOY$15,429AccountsPayableEOYAmt
Total Liabilities BOY$2,402TotalLiabilitiesBOYAmt
Total Liabilities EOY$15,429TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$2,447,956RetainedEarningBOYAmt
Retained Earning EOY$2,626,608RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,447,956TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,626,608TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,450,358TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,642,037TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,447,956TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$178,652ExcessRevenueOverExpensesAmt
Subtotal$2,626,608SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,626,608TotNetAstOrFundBalancesEOYAmt
FieldValueIRS element (for citing)
Cap Gains Loss Tx Invst Incm DetailCapGainsLossTxInvstIncmDetail

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$556InvestmentIncomeExciseTaxAmt
Subtotal$556SubtotalAmt
Tax Based On Investment Income$556TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$467EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$1,000ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$1,467TotalPaymentsAndCreditsAmt
Overpayment$911OverpaymentAmt
Applied To ES Tax$911AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1TYLER TECHNOLOGIES INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9727133700PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line15101 TENNYSON PARKWAYAddressLine1Txt
CityPLANOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75024ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
BRIAN K MILLER
5101 TENNYSON PARKWAYPLANOTX75024TREASURER & ASST. SECRETARY0$0$0$0
H LYNN MOORE JR
5101 TENNYSON PARKWAYPLANOTX75024PRESIDENT0$0$0$0
SAMANTHA B CROSBY
5101 TENNYSON PARKWAYPLANOTX75024SECRETARY0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$12,729,643AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$239,854AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$12,969,497TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$12,969,497AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$194,542CashDeemedCharitableAmt
Net Vl Noncharitable Assets$12,774,955NetVlNoncharitableAssetsAmt
Minimum Investment Return$638,748MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$638,748MinimumInvestmentReturnAmt
Tax Based On Investment Income$556TaxBasedOnInvestmentIncomeAmt
Total Tax$556TotalTaxAmt
Distributable Before Adj$638,192DistributableBeforeAdjAmt
Distributable Before Ded$638,192DistributableBeforeDedAmt
Distributable As Adjusted$638,192DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$399,330ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$399,330QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$638,192DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12019PriorYear1Yr
Prior Year22018PriorYear2Yr
Prior Year32017PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$8,719ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$70,767ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$109,451ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$54,541ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$147,943ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$391,421TotalExcessDistributionCyovAmt
Qualifying Distributions$399,330QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$399,330AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$238,862ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$238,862ExcessDistributionCyovAppCYAmt
Total Corpus$152,559TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$152,559ExcessDistriCyovToNextYrAmt
Excess From Year2$4,616ExcessFromYear2Amt
Excess From Year1$147,943ExcessFromYear1Amt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNONEContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonLeslee NelsonRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line15101 TENNYSON PARKWAYAddressLine1Txt
CityPLANOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75024ZIPCd
FieldValueIRS element (for citing)
Recipient Phone9727133700RecipientPhoneNum
Form And Info And MaterialsNO STANDARD FORMFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (75 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN LUNG ASSOCIATION
1170 OLD HENDERSON ROAD STE 230COLUMBUSOH43220CHARITABLE$1,000
CHEFS SHOWCASE FOUNDATION
5430 LBJ FREEWAY STE 1100DALLASTX75240CHARITABLE$3,000
MARCH OF DIMES
1275 MAMARONECK AVEWHITE PLAINSNY10605CHARITABLE$5,000
SALESMANSHIP CLUB OF DALLAS
400 S ZANG BLVD STE 700DALLASTX75208CHARITABLE$11,500
MEGAN MEIER FOUNDATION
515 JEFFERSON STREET SUITE AST CHARLESMO63301CHARITABLE$2,500
JUNIOR ACHIEVEMENT OF MAINE
82 Elm StPortlandME04101Charitable$15,000
READERS2LEADERS
2223 Singleton Blvd Suite 140DallasTX75212Charitable$2,500
AMERICAN RED CROSS - DALLAS AREA CHAPTER
1450 Redbud BlvdMcKinneyTX75069Charitable$25,000
THE FAMILY PLACE
PO Box 7999DallasTX75209Charitable$150
BARBARA BUSH CHILDREN'S HOSPITAL
22 BRAMHALL STPORTLANDME04102CHARITABLE$8,000
BIG BROTHERS BIG SISTERS LONE STAR
450 E JOHN CARPENTER FWY 300IRVINGTX75062CHARITABLE$10,000
EDUCATE MAINE
482 CONGRESS ST 303PORTLANDME04101CHARITABLE$15,000
FRED HUTCHINSON CANCER RESEARCH CENTER
1100 FAIRVIEW AVE NSEATTLEWA98109CHARITABLE$1,500
JUNIOR PLAYERS ORGANIZATION
12225 GREENVILLE AVE 1020DALLASTX75243CHARITABLE$10,000
RIDING TO THE TOP
4063 14 LILAC DRWINDHAMME04062CHARITABLE$2,500
HABITAT FOR HUMANITY OF GREATER PORTLAND
659 WARREN AVE SUITE APORTLANDME04103CHARITABLE$5,000
HEAR ME NOW
PO BOX 896PORTLANDME04104CHARITABLE$500
MORNINGSTAR INTERNATIONAL
PO BOX 1111COLUMBUSGA31902CHARITABLE$2,500
NAMI IOWA
3839 MERLE HAY RD 229DES MOINESIA50310CHARITABLE$2,000
PORTLAND TRAILS ADOPT A TRAIL
305 COMMERCIAL STPORTLANDME04101CHARITABLE$2,500
UNIVERSITY OF MAINE FOUNDATION
TWO ALUMNI PLACEORONOME04469CHARITABLE$32,000
AMERICAN HEART ASSOCIATION
7272 Greenville AvenueDallasTX75231CHARITABLE$5,000
BEST BUDDIES
114 Green Meadow LaneMount PleasantPA15666CHARITABLE$5,000
MAKE A WISH MAINE
66 Mussey RoadScarboroughME04074CHARITABLE$10,000
SEAN M WALSH K-9 MEMORIAL FOUNDATION
1661 Nord LaneSan JoseCA951255031CHARITABLE$15,000
SWEETSER
50 Moody StreetSacoME040721536CHARITABLE$5,000
VIBHA
1030 East El Camino RealSunnyvaleCA94087CHARITABLE$2,500
Man Up Crusade
PO Box 1922NampaID83653Charitable$1,500
City House
830 Central Pkwy E 350PlanoTX75074Charitable$11,075
Live and Work in Maine
70 Center StreetPortlandME04101Charitable$15,000
Maine Cancer Foundation
170 US-1 250FalmouthME04105Charitable$1,250
Autism Society of Maine
72 Maine St STE BWinthropME04364Charitable$5,000
Journey of Hope
3900 W 15th ST Suite 306DallasTX75075Charitable$250
Preble Street
55 Portland StreetPortlandME04101Charitable$8,300
Both Ends Believing
16009 N 81st St 130ScottsdaleAZ85260Charitable$25,000
Fusion Federal Way
1108 322nd PIFederal WayWA98003CHARITABLE$851
WinterKids Education Foundation
506 Main Street Suite 10WestbrookME04092CHARITABLE$2,500
Sewa International
1000 West Oaks Mall Ste 100HoustonTX77082CHARITABLE$10,250
Maine American Heart Association
105 Decker CT Suite 200IrvingTX75062CHARITABLE$1,500
Atlanta Community Food Bank
3400 N Desert DrEast PointGA30344CHARITABLE$3,000
SoupMobile
2490 Coombs StDallasTX75215CHARITABLE$2,500
MARK9 Search & Rescue
PO BOX 852495MesquiteTX75185CHARITABLE$3,000
Cameron Steinberg Foundation
7252 Keller CTDublinOH43017CHARITABLE$1,000
Leukemia & Lymphoma Society
8111 Lyndon B Johnson FwyDallasTX75251CHARITABLE$250
Coweta Community Foundation
30 Bledsoe RdNewnanGA30265CHARITABLE$5,000
Atlanta CASA Inc
395 Pryor StAtlantaGA30312CHARITABLE$10,000
Vogel Alcove
1738 Gano StDallasTX75215CHARITABLE$3,000
YMCA Of Southern Maine
70 Forest AvePortlandME04104CHARITABLE$2,000
San Antonio Food Bank
5200 Enrique M Barrera PkwySan AntonioTX78227CHARITABLE$10,000
Red Cross Of Georgia
1955 Monroe DriveAtlantaGA30324CHARITABLE$250
Paws For The Cause
4646 DivisionWaylandMI49348CHARITABLE$5,000
Pedal The Cause
9288 Dielman Industrial RdOlivetteMO63132CHARITABLE$1,000
Project Healing Waters Fly Fishing
PO 695LaPlataMD20646CHARITABLE$250
Poncan Theatre Company
104 E Grand AvePonca CityOK74601CHARITABLE$10,000
Happy To Give
12916 Cedarledge CourtSt LouisMO63146CHARITABLE$1,000
Grace Centers Of Hope
35 E HuronSt PontiacMI48342CHARITABLE$5,650
Mary's Place
PO Box 1711SeattleWA98111CHARITABLE$8,479
New Futures
477 W 142ND STNew York CityNY10031CHARITABLE$4,375
The DEC Network
2001 Ross Ave Suite 700-112DallasTX75201CHARITABLE$5,000
Texas Department Of Family And Protective Services
5455 Blair RdDallasTX75231CHARITABLE$250
Special Olympics New Mexico
6600 Palomas Ave NE 207AlbuquerqueNM87109CHARITABLE$500
Gary Sinise Foundation
21700 Oxnard Ste 580Woodland HillsCA91367CHARITABLE$5,000
Freedom A La Cart
123 E Spring StColumbusOH43215CHARITABLE$1,500
318 Outreach
4636 Ross AveDallasTX75204CHARITABLE$1,000
Habitat For Humanity Chicago
1100 W Cermak Rd Ste 404ChicagoIL60608CHARITABLE$5,000
Lafayette Habitat For Humanity
823 W Congress StLafayetteeLA70501CHARITABLE$5,000
Financial Education & Research Foundation
89 Headquarters PlazaMorristownNJ07960CHARITABLE$1,000
American Cancer Society
210 N Hall StDallasTX75226CHARITABLE$2,250
Dream Factory Of Maine
PO Box 702GorhamME04038CHARITABLE$5,000
Maine Marathon
PO Box 8008PortlandME04104CHARITABLE$1,000
Maine American Heart Association
7272 Greenville AvenueDallasTX75231CHARITABLE$2,750
The Moraine Foundation
2341 Eastlake Ave ESeattleWA98102CHARITABLE$1,000
Women Walking West
PO Box 555MasonOH45040CHARITABLE$1,000
The Little Bit Foundation
516 Hanley Industrial CTBrentwoodMO63144CHARITABLE$2,500
SchoolHouse Connection
4401A Connecticut AveWashingtonDC20008CHARITABLE$1,700
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$399,330TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp
Int On Sav And Temp Cash InvstIntOnSavAndTempCashInvstGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$78,391RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$537,983RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$616,374RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$616,374TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Depreciation Schedule DepreciationSchedule

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemEQUITY SECURITIESCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$2,184,735BookValueAmt
EOYFMV$6,977,192EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUSDesc
Revenue And Expenses Per Books$20RevenueAndExpensesPerBooksAmt
Net Investment Income$20NetInvestmentIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryTRUSTEE FEESCategoryTxt
Amt$37,272Amt
Net Investment Income$37,272NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTAXESCategoryTxt
Amt$1,100Amt
Net Investment Income$1,100NetInvestmentIncomeAmt

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