TYLER FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- TYLER FOUNDATION (EIN 23-7140526)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202033219349100548
- Schema version
- 2019v5.1
- 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 | 2020-11-16T10:33:53-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 K MILLER | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 9727133700 | PhoneNum |
| Signature | 2020-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Deana Serracino | PreparerPersonNm |
| PTIN | P01058183 | PTIN |
| Phone | 9727480300 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 104.11.198.217 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 80618520203215000002 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-11-16 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | F8A3F3E911B3930E4CF9BBC51D3AA96411F502D3 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 59A37F3ED506EA6A4B874422197C1D9EB58FFC20 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,654,613 | 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 | $73,542 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $73,542 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $73,542 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $440,346 | NetGainSaleAstRevAndExpnssAmt |
| Total Rev And Expnss | $513,888 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $73,542 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $73,542 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $30,086 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $30,086 | OtherProfFeesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $64 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $64 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $30,150 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $30,150 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $268,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $268,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $298,900 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $30,150 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $268,750 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $214,988 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $43,392 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $73,542 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $157,670 | CashBOYAmt |
| Cash EOY | $184,635 | CashEOYAmt |
| Cash EOYFMV | $184,635 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $32,416 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $379,466 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $379,466 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $2,270,452 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,107,556 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,090,512 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,460,538 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,671,657 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,654,613 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $4,370 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $500 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $4,370 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $500 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $2,456,168 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,671,156 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,456,168 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,671,156 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,460,538 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,671,656 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,456,168 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $214,988 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,671,156 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,671,156 | TotNetAstOrFundBalancesEOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cap Gains Loss Tx Invst Incm Detail | CapGainsLossTxInvstIncmDetail |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $280,724 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,439,501 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.081618 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $299,908 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,595,184 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.065266 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $214,952 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,133,970 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051997 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $166,510 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,159,892 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.040027 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $152,910 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,882,501 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.039384 | DistributionYr5Rt |
| Total Distribution | 0.278292 | TotalDistributionRt |
| Average Distribution | 0.055658 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,292,855 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $238,932 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $434 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $239,366 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $268,750 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $434 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $434 | SubtotalAmt |
| Tax Based On Investment Income | $434 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $857 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $857 | TotalPaymentsAndCreditsAmt |
| Overpayment | $423 | OverpaymentAmt |
| Applied To ES Tax | $423 | 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 | $4,309,483 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $48,745 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,358,228 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,358,228 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $65,373 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,292,855 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $214,643 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $214,643 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $434 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $434 | TotalTaxAmt |
| Distributable Before Adj | $214,209 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $214,209 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $214,209 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $268,750 | 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 | $268,750 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $434 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $268,316 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $214,209 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $8,719 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $70,767 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $109,451 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $188,937 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $268,750 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $214,209 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $54,541 | RemainingDistriFromCorpusAmt |
| Total Corpus | $243,478 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $243,478 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $8,719 | ExcessFromYear3Amt |
| Excess From Year2 | $70,767 | ExcessFromYear2Amt |
| Excess From Year1 | $109,451 | ExcessFromYear1Amt |
| Excess From Current Year | $54,541 | 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 Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN LUNG ASSOCIATION | ||||||||||
| 1170 OLD HENDERSON ROAD STE 230 | COLUMBUS | OH | 43220 | CHARITABLE | $2,750 | |||||
| CHEFS SHOWCASE FOUNDATION | ||||||||||
| 5430 LBJ FREEWAY STE 1100 | DALLAS | TX | 75240 | CHARITABLE | $3,000 | |||||
| DREAM FACTORY OF MAINE | ||||||||||
| PO BOX 227 | WESTBROOK | ME | 04098 | CHARITABLE | $5,000 | |||||
| MARCH OF DIMES | ||||||||||
| 1275 MAMARONECK AVE | WHITE PLAINS | NY | 10605 | CHARITABLE | $5,000 | |||||
| MATTHEWS-DICKEY BOYS & GIRLS CLUB | ||||||||||
| 4245 N KINGS HWY BLVS | ST LOUIS | MO | 63115 | CHARITABLE | $2,000 | |||||
| NATIONAL MS SOCIETY | ||||||||||
| 8187 UNIVERSITY BLVD STE B | CLIVE | IA | 50325 | CHARITABLE | $250 | |||||
| SALESMANSHIP CLUB OF DALLAS | ||||||||||
| 400 S ZANG BLVD STE 700 | DALLAS | TX | 75208 | CHARITABLE | $11,500 | |||||
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||||||
| 4324 N BELTLINE ROAD STE C206 | IRVING | TX | 75205 | CHARITABLE | $5,000 | |||||
| MEGAN MEIER FOUNDATION | ||||||||||
| 515 JEFFERSON STREET SUITE A | ST CHARLES | MO | 63301 | CHARITABLE | $1,000 | |||||
| FERF | ||||||||||
| 1250 HEADQUARTERS PLAZA WEST TOWER | MORRISTOWN | NJ | 07960 | CHARITABLE | $250 | |||||
| JUNIOR ACHIEVEMENT OF MAINE | ||||||||||
| 82 Elm St | Portland | ME | 04101 | Charitable | $10,000 | |||||
| READERS2LEADERS | ||||||||||
| 2223 Singleton Blvd Suite 140 | Dallas | TX | 75212 | Charitable | $2,500 | |||||
| VOGEL ALCOVE | ||||||||||
| 1738 Gano Street | Dallas | TX | 75215 | Charitable | $3,000 | |||||
| AMERICAN RED CROSS - DALLAS AREA CHAPTER | ||||||||||
| 1450 Redbud Blvd | McKinney | TX | 75069 | Charitable | $15,000 | |||||
| THE DEMPSEY CENTER | ||||||||||
| 29 Lowell Street 5th Floor | Lewiston | ME | 04240 | Charitable | $5,000 | |||||
| THE FAMILY PLACE | ||||||||||
| PO Box 7999 | Dallas | TX | 75209 | Charitable | $250 | |||||
| YARMOUTH EDUCATIONAL FOUNDATION | ||||||||||
| 101 McCartney Street | Yarmouth | ME | 04096 | Charitable | $2,500 | |||||
| FOR LOVE OF CHILDREN | ||||||||||
| 1763 COLUMBIA ROAD NW | WASHINGTON | DC | 20009 | Charitable | $1,000 | |||||
| ALZHEIMER'S ASSOCIATION | ||||||||||
| 3001 KNOX ST 200 | DALLAS | TX | 75205 | CHARITABLE | $5,000 | |||||
| BARBARA BUSH CHILDREN'S HOSPITAL | ||||||||||
| 22 BRAMHALL ST | PORTLAND | ME | 04102 | CHARITABLE | $4,000 | |||||
| BIG BROTHERS BIG SISTERS LONE STAR | ||||||||||
| 450 E JOHN CARPENTER FWY 300 | IRVING | TX | 75062 | CHARITABLE | $10,000 | |||||
| CALIFORNIA FIRE FOUNDATION | ||||||||||
| 1780 CREEKSDIDE OAKS DR | SACRAMENTO | CA | 95833 | CHARITABLE | $10,000 | |||||
| CYSTIC FIBROSIS FOUNDATION - FORT WORTH CHAPTER | ||||||||||
| 3840 HULEN ST 600 | FORT WORTH | TX | 76107 | CHARITABLE | $5,000 | |||||
| EDUCATE MAINE | ||||||||||
| 482 CONGRESS ST 303 | PORTLAND | ME | 04101 | CHARITABLE | $15,000 | |||||
| FRED HUTCHINSON CANCER RESEARCH CENTER | ||||||||||
| 1100 FAIRVIEW AVE N | SEATTLE | WA | 98109 | CHARITABLE | $1,750 | |||||
| GARY SINISE FOUNDATION | ||||||||||
| PO BOX 368 | WOODLAND HILLS | CA | 91365 | CHARITABLE | $5,000 | |||||
| JUNIOR PLAYERS ORGANIZATION | ||||||||||
| 12225 GREENVILLE AVE 1020 | DALLAS | TX | 75243 | CHARITABLE | $7,500 | |||||
| RIDING TO THE TOP | ||||||||||
| 4063 14 LILAC DR | WINDHAM | ME | 04062 | CHARITABLE | $2,000 | |||||
| WINTERKIDS | ||||||||||
| 120 EXCHANGE ST 205 | PORTLAND | ME | 04101 | CHARITABLE | $2,500 | |||||
| YMCA OF SOUTHERN MAINE | ||||||||||
| 70 FOREST AVENUE | PORTLAND | ME | 04101 | CHARITABLE | $1,750 | |||||
| AMERICAN CANCER SOCIETY | ||||||||||
| 250 WILLIAMS STREET NW | ATLANTA | GA | 30303 | CHARITABLE | $250 | |||||
| BIG BROTHERS BIG SISTERS OF SOUTHERN MAINE | ||||||||||
| 65 Main Street | Westbrook | ME | 04092 | CHARITABLE | $2,000 | |||||
| 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 | |||||
| HEROES FOUNDATION | ||||||||||
| 13720 MIDWAY RD | DALLAS | TX | 75219 | CHARITABLE | $2,500 | |||||
| MAINE CHILDREN'S CANCER PROGRAM | ||||||||||
| 100 CAMPUS DR 107 | SCARBOROUGH | ME | 04074 | CHARITABLE | $5,000 | |||||
| MORNINGSTAR INTERNATIONAL | ||||||||||
| PO BOX 1111 | COLUMBUS | GA | 31902 | CHARITABLE | $3,000 | |||||
| NAMI IOWA | ||||||||||
| 3839 MERLE HAY RD 229 | DES MOINES | IA | 50310 | CHARITABLE | $1,750 | |||||
| PORTLAND TRAILS ADOPT A TRAIL | ||||||||||
| 305 COMMERCIAL ST | PORTLAND | ME | 04101 | CHARITABLE | $2,500 | |||||
| TOYS FOR TOTS | ||||||||||
| 38 HAWLEY STREET | BINGHAMTON | NY | 13901 | CHARITABLE | $600 | |||||
| UNIVERSITY OF MAINE FOUNDATION | ||||||||||
| TWO ALUMNI PLACE | ORONO | ME | 04469 | CHARITABLE | $2,000 | |||||
| AMERICAN HEART ASSOCIATION | ||||||||||
| 7272 Greenville Avenue | Dallas | TX | 75231 | CHARITABLE | $2,500 | |||||
| AMERICAN PARKINSONS DISEASE ASSOCIATION | ||||||||||
| 135 Parkinson Avenue | Staten Island | NY | 10305 | CHARITABLE | $1,250 | |||||
| AMERICAN RED CROSS - DAYTON CHAPTER | ||||||||||
| 370 West First Street | Dayton | OH | 45401 | CHARITABLE | $10,000 | |||||
| BEST BUDDIES | ||||||||||
| 114 Green Meadow Lane | Mount Pleasant | PA | 15666 | CHARITABLE | $5,000 | |||||
| Maine Women's Conference | ||||||||||
| PO BOX 426 | PORTLAND | ME | 04112 | CHARITABLE | $1,500 | |||||
| CHILDRENS MIRACLE NETWORK | ||||||||||
| 205 West 700 South | Salt Lake City | UT | 84101 | CHARITABLE | $5,000 | |||||
| COMPANION CODING | ||||||||||
| 11807 SE 225th Ct | Kent | WA | 98031 | CHARITABLE | $1,500 | |||||
| DESTINY ARTS CENTER | ||||||||||
| 970 Grace Avenue | Oakland | CA | 94608 | CHARITABLE | $1,000 | |||||
| ELKS NATIONAL FOUNDATION | ||||||||||
| 2750 N Lakeview Avenue | Chicago | IL | 60614 | CHARITABLE | $300 | |||||
| FAST FREDDIE FOUNDATION | ||||||||||
| 80 El Camino Real | Berkeley | CA | 94705 | CHARITABLE | $500 | |||||
| FIRSTBOOK | ||||||||||
| 1319 F Street NW | Washington | DC | 20004 | CHARITABLE | $4,400 | |||||
| FRIENDS OF FOSTER | ||||||||||
| PO BOX 1105 | Arcadia | CA | 91077 | CHARITABLE | $2,500 | |||||
| HUG FOUNDATION | ||||||||||
| 943 R Brockton Avenue | Abington | MA | 02351 | CHARITABLE | $250 | |||||
| INFRAGARD MEMBER ALLIANCE - MAINE | ||||||||||
| 54 Sunny Shore Pl | Oakland | ME | 04963 | CHARITABLE | $500 | |||||
| ISC MAINE CHAPTER | ||||||||||
| 6 Allen Avenue | Westbrook | ME | 04092 | CHARITABLE | $500 | |||||
| JEFFERSON COUNTY YOUTH SHELTER | ||||||||||
| PO BOX 444 | Madison | IN | 47250 | CHARITABLE | $200 | |||||
| LEUKEMIA & LYMPHOMA SOCIETY | ||||||||||
| 3 International Drive Suite 200 | Rye Brook | NY | 10573 | CHARITABLE | $250 | |||||
| MAINE MARATHON | ||||||||||
| PO BOX 8008 | Portland | ME | 04104 | CHARITABLE | $2,000 | |||||
| MAINE RIDE FOR AUTISM | ||||||||||
| 72B Main Street | Winthrop | ME | 04364 | CHARITABLE | $2,500 | |||||
| MAKE A WISH MAINE | ||||||||||
| 66 Mussey Road | Scarborough | ME | 04074 | CHARITABLE | $5,000 | |||||
| MANATEE COUNTY HABITAT FOR HUMANITY | ||||||||||
| 4105 Cortez Road West | Bradenton | FL | 34210 | CHARITABLE | $5,000 | |||||
| MARK9 SEARCH AND RESCUE | ||||||||||
| PO BOX 852495 | Mesquite | TX | 75185 | CHARITABLE | $3,000 | |||||
| MY NEIGHBORS CHILDREN | ||||||||||
| PO BOX 1038 | Apopka | FL | 32703 | CHARITABLE | $2,500 | |||||
| NAPT FOUNDATION | ||||||||||
| 1840 Western Avenue | Albany | NY | 12203 | CHARITABLE | $10,000 | |||||
| PUBLIC FUNDRAISING REGULATORY ASSOCIATION | ||||||||||
| CHARITABLE | $1,000 | Suite 41 Level 3 257 Collins St | Melbourne | AS | VIC 3000 | |||||
| RONALD MCDONALD HOUSE OF MAINE | ||||||||||
| 250 Brackett Street | Portland | ME | 04102 | CHARITABLE | $1,500 | |||||
| SAFE HOMES DOMESTIC VIOLENCE SHELTER | ||||||||||
| PO BOX 2616 | Sandusky | OH | 448712616 | CHARITABLE | $250 | |||||
| SEAN M WALSH K-9 MEMORIAL FOUNDATION | ||||||||||
| 1661 Nord Lane | San Jose | CA | 951255031 | CHARITABLE | $10,000 | |||||
| SMILE TRAIN | ||||||||||
| 633 Third Avenue Suite 9th Floor | New York | NY | 10017 | CHARITABLE | $250 | |||||
| SWEETSER | ||||||||||
| 50 Moody Street | Saco | ME | 040721536 | CHARITABLE | $2,500 | |||||
| THE CROWN FOUNDATION | ||||||||||
| 920 Main Street Suite 1950 | Kansas City | MO | 641052011 | CHARITABLE | $1,000 | |||||
| THE DALLAS FOUNDATION | ||||||||||
| 3963 Maple Avenue Suite 390 | Dallas | TX | 75219 | CHARITABLE | $10,000 | |||||
| THE SUMMIT PROJECT | ||||||||||
| PO BOX 8130 | Portland | ME | 041048130 | CHARITABLE | $250 | |||||
| TRIPLE CROWN 5K | ||||||||||
| 3 Par Four Drive | Auburn | ME | 042108864 | CHARITABLE | $250 | |||||
| VIBHA | ||||||||||
| 1030 East El Camino Real | Sunnyvale | CA | 94087 | CHARITABLE | $1,500 | |||||
| WOMEN WALKING WEST | ||||||||||
| 8337 Verbena Lane | Liberty TWP | OH | 45044 | CHARITABLE | $500 | |||||
| WTDEA | ||||||||||
| 5300 Bishop Boulevard | Cheyenne | WY | 82009 | CHARITABLE | $2,500 | |||||
| NCRSC-NCSA DISASTER RELIEF FUND | ||||||||||
| 455 S 11TH ST | LINCOLN | NE | 68508 | CHARITABLE | $500 | STE A | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $268,750 | 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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $73,542 | 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 Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $440,346 | 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 | $513,888 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $513,888 | 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 | $2,107,556 | BookValueAmt |
| EOYFMV | $5,090,512 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Revenue And Expenses Per Books | $64 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $64 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TRUSTEE FEES | CategoryTxt |
| Amt | $30,086 | Amt |
| Net Investment Income | $30,086 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
Comments