TYLER FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- TYLER FOUNDATION (EIN 23-7140526)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-13
- IRS object ID
- 201843179349100954
- Schema version
- 2017v2.3
- 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 | 2018-11-13T10:07:42-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MONTGOMERY COSCIA GREILICH 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 | 2017-01-01 | 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 | 2018-11-15 | 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 |
| Preparation | 2018-11-15 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 96.226.44.148 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 75645220183175000000 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2018-11-13 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | EA55ADCD669ED198E52D9AD8447C5472366FB2E9 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | E16D69AB9A99F73094BC9938AAC761CF9D8F7889 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,091,861 | 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 | $59,398 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $59,398 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $59,398 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $305,146 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $364,544 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $59,398 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $59,398 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $28,031 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $28,031 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $233 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $233 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $228 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $228 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $28,492 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $28,492 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $300,217 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $300,217 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $328,709 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $28,492 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $300,217 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $35,835 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $30,906 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $59,398 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $82,844 | CashBOYAmt |
| Cash EOY | $70,415 | CashEOYAmt |
| Cash EOYFMV | $70,415 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $78,484 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $205,826 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $205,826 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $2,304,237 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,213,408 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,815,620 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,465,565 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,489,649 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,091,861 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $27,750 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $16,000 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $27,750 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $16,000 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $2,437,815 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,473,650 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,437,815 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,473,650 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,465,565 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,489,650 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,437,815 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $35,835 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,473,650 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,473,650 | 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 | $214,952 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,133,970 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051997 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $166,510 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,159,892 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.040027 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $152,910 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,882,501 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.039384 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $190,328 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,375,012 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.056393 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $177,769 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,715,842 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.065456 | DistributionYr5Rt |
| Total Distribution | 0.253257 | TotalDistributionRt |
| Average Distribution | 0.050651 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,595,184 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $232,751 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $309 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $233,060 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $300,217 | 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 | $309 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $309 | SubtotalAmt |
| Tax Based On Investment Income | $309 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $517 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $1,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,517 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,208 | OverpaymentAmt |
| Applied To ES Tax | $1,208 | 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 |
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 | $4,597,645 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $67,516 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,665,161 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,665,161 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $69,977 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,595,184 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $229,759 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $229,759 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $309 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $309 | TotalTaxAmt |
| Distributable Before Adj | $229,450 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $229,450 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $229,450 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $300,217 | 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 | $300,217 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $309 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $299,908 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $229,450 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2015 | PriorYear1Yr |
| Prior Year2 | 2014 | PriorYear2Yr |
| Prior Year3 | 2013 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $41,080 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $25,365 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr1 | $8,719 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $75,164 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $300,217 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $229,450 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $70,767 | RemainingDistriFromCorpusAmt |
| Total Corpus | $145,931 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $41,080 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $104,851 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $25,365 | ExcessFromYear4Amt |
| Excess From Year1 | $8,719 | ExcessFromYear1Amt |
| Excess From Current Year | $70,767 | 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 (71 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| AMERICAN HEART ASSOCIATION | ||||||
| 51 US RT ONE STE M | SCARBOROUGH | ME | 04047 | CHARITABLE | $4,250 | |
| AMERICAN LUNG ASSOCIATION | ||||||
| 1170 OLD HENDERSON ROAD STE 230 | COLUMBUS | OH | 43220 | CHARITABLE | $5,000 | |
| 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 | $10,750 | |
| MATTHEWS-DICKEY BOYS & GIRLS CLUB | ||||||
| 4245 N KINGS HWY BLVS | ST LOUIS | MO | 63115 | CHARITABLE | $625 | |
| NATIONAL MS SOCIETY | ||||||
| 8187 UNIVERSITY BLVD STE B | CLIVE | IA | 50325 | CHARITABLE | $300 | |
| SALESMANSHIP CLUB OF DALLAS | ||||||
| 400 S ZANG BLVD STE 700 | DALLAS | TX | 75208 | CHARITABLE | $11,000 | |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||
| 4324 N BELTLINE ROAD STE C206 | IRVING | TX | 75205 | CHARITABLE | $4,000 | |
| MEGAN MEIER FOUNDATION | ||||||
| 515 JEFFERSON STREET SUITE A | ST CHARLES | MO | 63301 | CHARITABLE | $2,000 | |
| SWEETSER | ||||||
| 50 MOODY STREET | SACO | ME | 04072 | CHARITABLE | $5,000 | |
| FERF | ||||||
| 1250 HEADQUARTERS PLAZA WEST TOWER | MORRISTOWN | NJ | 07960 | CHARITABLE | $250 | |
| MAKE A WISH OF MAINE | ||||||
| 477 Congress St | Portland | OR | 04101 | CHARITABLE | $8,000 | 111 |
| MAKING STRIDES AGAINST BREAST CANCER | ||||||
| PO Box 22718 | Oklahoma City | OK | 731231718 | CHARITABLE | $11,750 | |
| CANCER COMMUNITY CENTER | ||||||
| 778 Main St | South Portland | ME | 04106 | CHARITABLE | $10,000 | |
| GFOA | ||||||
| 203 N LaSalle St | Chicago | IL | 60601 | CHARITABLE | $9,500 | |
| 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 | $5,000 | |
| ALL STARS PROJECT OF DALLAS INC | ||||||
| 517 North Haskell Ave | Dallas | TX | 75246 | Charitable | $2,500 | |
| AMERICAN RED CROSS - DALLAS AREA CHAPTER | ||||||
| 1450 Redbud Blvd | McKinney | TX | 75069 | Charitable | $10,000 | |
| ANYTHING CRAWFISH | ||||||
| PO BOX 132 | Wallisville | TX | 77597 | Charitable | $2,750 | |
| CAPITAL CITY RESCUE MISSION | ||||||
| 259 S Pearl Street | Albany | NY | 12202 | Charitable | $5,000 | |
| CoPE24 | ||||||
| PO Box 510409 | St Louis | MO | 63151 | Charitable | $1,000 | |
| HABITAT FOR HUMANITY | ||||||
| 2800 N Hampton Road | Dallas | TX | 75212 | Charitable | $5,203 | |
| LEGAL AID OF NORTHWEST TEXAS | ||||||
| 901 N McDonald Street 702 | McKinney | TX | 75069 | Charitable | $2,500 | |
| MAINE CANCER FOUNDATION | ||||||
| 170 US Route 1 Suite 250 | Falmouth | ME | 04105 | Charitable | $5,000 | |
| NAMI | ||||||
| 2812 Swiss Avenue | Dallas | TX | 75204 | Charitable | $1,000 | |
| THE DEMPSEY CENTER | ||||||
| 29 Lowell Street 5th Floor | Lewiston | ME | 04240 | Charitable | $5,500 | |
| THE FAMILY PLACE | ||||||
| PO Box 7999 | Dallas | TX | 75209 | Charitable | $250 | |
| UNITED WAY | ||||||
| 1800 N Lamar Street | Dallas | TX | 75202 | Charitable | $10,000 | |
| UNIVERSITY OF MAINE - MAINELY TECH | ||||||
| 65 Texas Avenue | Bangor | ME | 04401 | Charitable | $2,000 | |
| YARMOUTH EDUCATIONAL FOUNDATION | ||||||
| 101 McCartney Street | Yarmouth | ME | 04096 | Charitable | $1,500 | |
| FOR LOVE OF CHILDREN | ||||||
| 1763 COLUMBIA ROAD NW | WASHINGTON | DC | 20009 | Charitable | $1,000 | |
| ADOPT A CLASSROOM | ||||||
| 110 NORTH 5TH STREET 8TH FLOOR | MINNEAPOLIS | MN | 55403 | CHARITABLE | $2,105 | |
| 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 | $5,000 | |
| BOYS & GIRLS CLUBS OF AMERICA | ||||||
| 2107 N COLLINS BLVD | RICHARDSON | TX | 75080 | CHARITABLE | $3,381 | |
| CALIFORNIA FIRE FOUNDATION | ||||||
| 1780 CREEKSDIDE OAKS DR | SACRAMENTO | CA | 95833 | CHARITABLE | $1,000 | |
| COMMUNITIES IN SCHOOLS | ||||||
| 2345 CRYSTAL DRIVE SUITE 700 | ARLINGTON | VA | 22202 | CHARITABLE | $2,500 | |
| CORNERSTONE ASSISTANCE NETWORK OF NORTH TEXAS | ||||||
| 3500 NOBLE AVE | FORT WORTH | TX | 76111 | CHARITABLE | $2,500 | |
| CUYAHOGA COUNTY PUBLIC LIBRARY FOUNDATION | ||||||
| 2111 SNOW RD | PARMA | OH | 44134 | CHARITABLE | $500 | |
| CYSTIC FIBROSIS FOUNDATION - FORT WORTH CHAPTER | ||||||
| 3840 HULEN ST 600 | FORT WORTH | TX | 76107 | CHARITABLE | $5,000 | |
| DONORSCHOOSE | ||||||
| 134 WEST 37TH STREET 11TH FLOOR | NEW YORK | NY | 10018 | CHARITABLE | $4,730 | |
| EDUCATE MAINE | ||||||
| 482 CONGRESS ST 303 | PORTLAND | ME | 04101 | CHARITABLE | $15,000 | |
| FIRST BOOK | ||||||
| 1319 F ST NW SUITE 1000 | WASHINGTON | DC | 20004 | CHARITABLE | $3,165 | |
| FRED HUTCHINSON CANCER RESEARCH CENTER | ||||||
| 1100 FAIRVIEW AVE N | SEATTLE | WA | 98109 | CHARITABLE | $1,250 | |
| GARY SINISE FOUNDATION | ||||||
| PO BOX 368 | WOODLAND HILLS | CA | 91365 | CHARITABLE | $5,000 | |
| HARRINGTON CANCER CENTER | ||||||
| 1500 WALLACE BLVD | AMARILLO | TX | 79106 | CHARITABLE | $250 | |
| IBEX CLUB FOUNDATION | ||||||
| 10601 CLARENCE DR STE 250 | FRISCO | TX | 75033 | CHARITABLE | $1,000 | |
| ISC2 MAINE CHAPTER | ||||||
| 54 HERSEY STREET | PORTLAND | ME | 04103 | CHARITABLE | $2,000 | |
| 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 | $1,000 | |
| LOGOS ACADEMY | ||||||
| 6409 W POLY WEBB RD | ARLINGTON | TX | 76016 | CHARITABLE | $3,500 | |
| MAINE CHARITABLE MECHANICS ASSOCIATION | ||||||
| 519 CONGRESS ST 2B | PORTLAND | ME | 04101 | CHARITABLE | $2,500 | |
| NORTH TEXAS AMERICAN DIABETES ASSOCIATION | ||||||
| 12850 SPURLING RD | DALLAS | TX | 75230 | CHARITABLE | $250 | |
| OPERATION HOMEFRONT | ||||||
| 1355 CENTRAL PKWY S100 | SAN ANTONIO | TX | 78232 | CHARITABLE | $3,858 | |
| PANCREATIC CANCER ACTION NETWORK | ||||||
| 1500 ROSECRANS AVE SUITE 200 | MANHATTAN BEACH | CA | 90266 | CHARITABLE | $750 | |
| RIDING TO THE TOP | ||||||
| 4063 14 LILAC DR | WINDHAM | ME | 04062 | CHARITABLE | $2,000 | |
| SEAN M WALSH K-9 MEMORIAL FOUNDATION | ||||||
| PO BOX 5062 | SAN JOSE | CA | 95150 | CHARITABLE | $20,000 | |
| SEWA INTERNATIONAL INC | ||||||
| SA 17121 HWY 6 | HOUSTON | TX | 77077 | CHARITABLE | $250 | |
| SPECIAL OLYMPICS OF MICHIGAN | ||||||
| 1239 76TH STREET SW SUITE 3 | BYRON CENTER | MI | 49315 | CHARITABLE | $5,000 | |
| ST VINCENT DE PAUL | ||||||
| 3826 GILBERT AVE | DALLAS | TX | 75219 | CHARITABLE | $5,000 | |
| STARS SCHOLARSHIP FUND | ||||||
| 3900 N MCCOLL RD | MCALLEN | TX | 78501 | CHARITABLE | $5,000 | |
| THE DENNY HAMLIN FOUNDATION | ||||||
| 130 INFIELD COURT | MOORESVILLE | NC | 28117 | CHARITABLE | $5,000 | |
| VIBHA | ||||||
| 1030 E EL CAMINO REAL 424 | SUNNYVALE | CA | 94087 | CHARITABLE | $250 | |
| WINTERKIDS | ||||||
| 120 EXCHANGE ST 205 | PORTLAND | ME | 04101 | CHARITABLE | $500 | |
| YOGA FOR YOUTH | ||||||
| 5482 WILSHIRE BLVD SUITE 1610 | LOS ANGELES | CA | 90036 | CHARITABLE | $250 | |
| YMCA OF SOUTHERN MAINE | ||||||
| 70 FOREST AVENUE | PORTLAND | ME | 04101 | CHARITABLE | $1,600 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $300,217 | 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 | $59,398 | 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 | $305,146 | 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 | $364,544 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $364,544 | 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 | $2,213,408 | BookValueAmt |
| EOYFMV | $4,815,620 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Revenue And Expenses Per Books | $228 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $228 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TRUSTEE FEES | CategoryTxt |
| Amt | $28,031 | Amt |
| Net Investment Income | $28,031 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $233 | Amt |
| Net Investment Income | $233 | NetInvestmentIncomeAmt |
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