TYLER FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- TYLER FOUNDATION (EIN 23-7140526)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-14
- IRS object ID
- 201943189349103419
- Schema version
- 2018v3.1
- 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 | 2019-11-14T15:32:50-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY VIRCHOW KRAUSE 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 | 2018-01-01 | 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 | MICHAEL SMITH | PersonNm |
| Person Title | CHIEF ACCT OFFICER | PersonTitleTxt |
| Phone | 9727133700 | PhoneNum |
| Signature | 2019-11-15 | 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 | 71.78.131.226 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 80618520193185000013 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-11-14 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | E16D69AB9A99F73094BC9938AAC761CF9D8F7889 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6528148F396A8EE8BC4C93ABD9B71C0D4D346DAE | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,579,494 | 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 | $67,217 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $67,217 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $67,217 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $228,461 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $295,678 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $67,217 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $67,217 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $31,044 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $31,044 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,000 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $40 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $40 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $32,084 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $32,084 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $281,075 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $281,075 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $313,159 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $32,084 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $281,075 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$17,481 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $35,133 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $67,217 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $70,415 | CashBOYAmt |
| Cash EOY | $157,670 | CashEOYAmt |
| Cash EOYFMV | $157,670 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $205,826 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $32,416 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $32,416 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $2,213,408 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,270,452 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,389,408 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,489,649 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,460,538 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,579,494 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $16,000 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $4,370 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $16,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,370 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $2,473,650 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,456,168 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,473,650 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,456,168 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,489,650 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,460,538 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,473,650 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$17,481 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,456,169 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,456,169 | 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 | $299,908 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,595,184 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.065266 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $214,952 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,133,970 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.051997 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $166,510 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,159,892 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.040027 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $152,910 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,882,501 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.039384 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $190,328 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,375,012 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.056393 | DistributionYr5Rt |
| Total Distribution | 0.253067 | TotalDistributionRt |
| Average Distribution | 0.050613 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,439,501 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $174,083 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $351 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $174,434 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $281,075 | 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 | $351 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $351 | SubtotalAmt |
| Tax Based On Investment Income | $351 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,208 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,208 | TotalPaymentsAndCreditsAmt |
| Overpayment | $857 | OverpaymentAmt |
| Applied To ES Tax | $857 | 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 | $3,325,472 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $166,407 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,491,879 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,491,879 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $52,378 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,439,501 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $171,975 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $171,975 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $351 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $351 | TotalTaxAmt |
| Distributable Before Adj | $171,624 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $171,624 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $171,624 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $281,075 | 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 | $281,075 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $351 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $280,724 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $171,624 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $25,365 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr2 | $8,719 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $70,767 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $104,851 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $281,075 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $171,624 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $109,451 | RemainingDistriFromCorpusAmt |
| Total Corpus | $214,302 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $25,365 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $188,937 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $8,719 | ExcessFromYear2Amt |
| Excess From Year1 | $70,767 | ExcessFromYear1Amt |
| Excess From Current Year | $109,451 | 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 (67 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| AMERICAN LUNG ASSOCIATION | |||||
| 1170 OLD HENDERSON ROAD STE 230 | COLUMBUS | OH | 43220 | CHARITABLE | $5,750 |
| CHEFS SHOWCASE FOUNDATION | |||||
| 5430 LBJ FREEWAY STE 1100 | DALLAS | TX | 75240 | CHARITABLE | $5,000 |
| 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 | $600 |
| 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 | $3,000 |
| MEGAN MEIER FOUNDATION | |||||
| 515 JEFFERSON STREET SUITE A | ST CHARLES | MO | 63301 | CHARITABLE | $2,000 |
| FERF | |||||
| 1250 HEADQUARTERS PLAZA WEST TOWER | MORRISTOWN | NJ | 07960 | CHARITABLE | $250 |
| JUNIOR ACHIEVEMENT OF MAINE | |||||
| 82 Elm St | Portland | ME | 04101 | Charitable | $10,000 |
| AT&T PERFORMING ARTS CENTER | |||||
| 2403 Flora St 500 | Dallas | TX | 75201 | 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 | $21,080 |
| CAPITAL CITY RESCUE MISSION | |||||
| 259 S Pearl Street | Albany | NY | 12202 | Charitable | $5,000 |
| MAINE CANCER FOUNDATION | |||||
| 170 US Route 1 Suite 250 | Falmouth | ME | 04105 | Charitable | $5,000 |
| 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 | $2,500 |
| 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 |
| BOYS & GIRLS CLUBS OF AMERICA | |||||
| 2107 N COLLINS BLVD | RICHARDSON | TX | 75080 | CHARITABLE | $5,653 |
| 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 | $5,250 |
| DONORSCHOOSE | |||||
| 134 WEST 37TH STREET 11TH FLOOR | NEW YORK | NY | 10018 | CHARITABLE | $6,953 |
| 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 | $1,500 |
| 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 |
| KIDS FIRST CENTER | |||||
| 222 SAINT JOHN STREET SUITE 101 | PORTLAND | ME | 04102 | CHARITABLE | $750 |
| RIDING TO THE TOP | |||||
| 4063 14 LILAC DR | WINDHAM | ME | 04062 | CHARITABLE | $2,000 |
| SPECIAL OLYMPICS OF MICHIGAN | |||||
| 1239 76TH STREET SW SUITE 3 | BYRON CENTER | MI | 49315 | CHARITABLE | $5,000 |
| WINTERKIDS | |||||
| 120 EXCHANGE ST 205 | PORTLAND | ME | 04101 | CHARITABLE | $2,500 |
| YMCA OF SOUTHERN MAINE | |||||
| 70 FOREST AVENUE | PORTLAND | ME | 04101 | CHARITABLE | $1,950 |
| AMERICAN CANCER SOCIETY | |||||
| 250 WILLIAMS STREET NW | ATLANTA | GA | 30303 | CHARITABLE | $5,250 |
| BIG BROTHERS BIG SISTERS OF AMERICA | |||||
| 2502 N Rocky Point Drive Suite 550 | Tampa | FL | 33607 | CHARITABLE | $1,500 |
| BOTH ENDS BELIEVING | |||||
| 5101 TENNYSON PARKWAY | PLANO | TX | 75024 | CHARITABLE | $25,000 |
| BUTTERFLIES BY GRACE DEFINED BY FAITH | |||||
| PO Box 23871 | jackson | MS | 39225 | CHARITABLE | $1,000 |
| BVB DALLAS | |||||
| 4200 Fitzhugh Ave | Dallas | TX | 75223 | CHARITABLE | $500 |
| CITY HOUSE | |||||
| 830 CENTRAL PKWY E 350 | PLANO | TX | 75074 | CHARITABLE | $5,000 |
| COMMUNITY ANTI-DRUG COALITIONS OF AMERICA | |||||
| 625 SLATERS LN 300 | ALEXANDRIA | VA | 22314 | CHARITABLE | $850 |
| ENRICH MISSIONS | |||||
| 3866 OLD DUNN RD | APOPKA | FL | 32712 | CHARITABLE | $2,500 |
| FEEDING AMERICA | |||||
| 35 EAST WACKER DRIVE SUITE 2000 | CHICAGO | IL | 60601 | CHARITABLE | $7,620 |
| FRIEDREICH'S ATAXIA RESEARCH ALLIANCE | |||||
| 533 WEST UWCHLAN AVENUE | DOWNINGTOWN | PA | 19335 | CHARITABLE | $250 |
| GENEROSITY FEEDS | |||||
| 800 E ROCHAMBEAU DR SUITE F 149 | WILLIAMSBURG | VA | 23188 | CHARITABLE | $1,000 |
| GRASSROOT GIVERS | |||||
| PO BOX 84 | DELMAR | NY | 12054 | CHARITABLE | $1,500 |
| 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 | $250 |
| HEROES FOUNDATION | |||||
| 13720 MIDWAY RD | DALLAS | TX | 75219 | CHARITABLE | $2,500 |
| MAINE CHILDREN'S CANCER PROGRAM | |||||
| 100 CAMPUS DR 107 | SCARBOROUGH | ME | 04074 | CHARITABLE | $6,250 |
| MORNINGSTAR INTERNATIONAL | |||||
| PO BOX 1111 | COLUMBUS | GA | 31902 | CHARITABLE | $3,000 |
| NAMI IOWA | |||||
| 3839 MERLE HAY RD 229 | DES MOINES | IA | 50310 | CHARITABLE | $1,500 |
| NATIONAL VOLUNTARY ORGS ACTIVE IN DISASTER | |||||
| 950 N WASHINGTON ST | ALEXANDRIA | VA | 22314 | CHARITABLE | $790 |
| PORTLAND TRAILS ADOPT A TRAIL | |||||
| 305 COMMERCIAL ST | PORTLAND | ME | 04101 | CHARITABLE | $2,500 |
| PRESUMPSCOT REGIONAL LAND TRUST | |||||
| PO BOX 33 | GORHAM | ME | 04038 | CHARITABLE | $1,000 |
| RONALD MCDONALD HOUSE CHARITIES | |||||
| 250 BRACKETT ST | PORTLAND | ME | 04102 | CHARITABLE | $1,500 |
| SOUTHERN MAINE AGENCY ON AGING | |||||
| 136 US ROUTE ONE | SCARBOROUGH | ME | 04074 | CHARITABLE | $2,500 |
| STAND UP FOR KIDS | |||||
| 200 NELSON FERRY ROAD SUITE B | DECATOR | GA | 30030 | CHARITABLE | $4,289 |
| MAN UP CRUSADE | |||||
| PO BOX 1922 | NAMPA | ID | 83653 | CHARITABLE | $1,500 |
| THE SAMARITAN INN | |||||
| 1514 N MCDONALD ST | MCKINNEY | TX | 75071 | CHARITABLE | $2,500 |
| TOYS FOR TOTS | |||||
| 38 HAWLEY STREET | BINGHAMTON | NY | 13901 | CHARITABLE | $500 |
| UNIVERSITY OF MAINE FOUNDATION | |||||
| TWO ALUMNI PLACE | ORONO | ME | 04469 | CHARITABLE | $2,500 |
| VOLUNTEER FLORIDA - EMERGENCY MANAGEMENT | |||||
| 1545 RAYMOND DIEHL ROAD SUITE 250 | TALLAHASSEE | FL | 32308 | CHARITABLE | $790 |
| YOUTH EMPOWERMENT PROJECT | |||||
| 927 S GOLDWYN AVENUE | ORLANDO | FL | 32805 | CHARITABLE | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $281,075 | 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 | $67,217 | 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 | $228,461 | 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 | $295,678 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $295,678 | 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 | $2,270,452 | BookValueAmt |
| EOYFMV | $4,389,408 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Revenue And Expenses Per Books | $40 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $40 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TRUSTEE FEES | CategoryTxt |
| Amt | $31,044 | Amt |
| Net Investment Income | $31,044 | 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 |
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