TYLER FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- TYLER FOUNDATION (EIN 23-7140526)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-14
- IRS object ID
- 202543189349104694
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-14T15:51:29-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Andersen Tax LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5420 LBJ Freeway Lincoln Center II | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75240 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237140526 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TYLER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % TYLER TECHNOLOGIES INC | InCareOfNm |
| Business Name Control | TYLE | BusinessNameControlTxt |
| Phone | 9727133700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5101 TENNYSON PARKWAY | AddressLine1Txt |
| City | PLANO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75024 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRIAN MILLER | PersonNm |
| Person Title | TEASURER | PersonTitleTxt |
| Phone | 9727133700 | PhoneNum |
| Signature | 2025-11-14 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Mike Kollman | PreparerPersonNm |
| PTIN | P02479345 | PTIN |
| Phone | 9727554750 | PhoneNum |
| Preparation | 2025-11-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,618,011 | 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 | $72,798 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $72,798 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $72,798 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $224,233 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $579,969 | GrossSalesPriceAmt |
| Total Rev And Expnss | $297,031 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $72,798 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $72,798 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $35,439 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $35,439 | OtherProfFeesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $10 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $35,449 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $35,449 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $405,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $405,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $440,449 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $35,449 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $405,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$143,418 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $37,349 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $72,798 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $228,599 | CashBOYAmt |
| Cash EOY | $22,339 | CashEOYAmt |
| Cash EOYFMV | $22,339 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $103,887 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $57,693 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $57,693 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $2,105,118 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,212,904 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,537,979 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,437,604 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,292,936 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,618,011 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $15,250 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $14,000 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $15,250 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $14,000 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $6,119,951 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,604,011 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,119,951 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,604,011 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,135,201 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,618,011 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,119,951 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$143,418 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,976,533 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,976,533 | TotNetAstOrFundBalancesEOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cap Gains Loss Tx Invst Incm Detail | CapGainsLossTxInvstIncmDetail |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $519 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $519 | SubtotalAmt |
| Tax Based On Investment Income | $519 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $497 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $1,250 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,747 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,228 | OverpaymentAmt |
| Applied To ES Tax | $1,228 | 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 |
| 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 |
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 |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| 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 | $6,314,905 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $99,661 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,414,566 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,414,566 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $96,218 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,318,348 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $315,917 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $315,917 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $519 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $519 | TotalTaxAmt |
| Distributable Before Adj | $315,398 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $315,398 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $315,398 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $405,000 | 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 | $405,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $315,398 | DistributableAsAdjustedAmt |
| Prior Year1 | 2022 | PriorYear1Yr |
| Prior Year2 | 2021 | PriorYear2Yr |
| Prior Year3 | 2020 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $4,616 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $147,943 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $69,877 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $17,973 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $240,409 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $405,000 | QualifyingDistributionsAmt |
| Applied To Current Year | $315,398 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $89,602 | RemainingDistriFromCorpusAmt |
| Total Corpus | $330,011 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $4,616 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $325,395 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $147,943 | ExcessFromYear4Amt |
| Excess From Year2 | $69,877 | ExcessFromYear2Amt |
| Excess From Year1 | $17,973 | ExcessFromYear1Amt |
| Excess From Current Year | $89,602 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (83 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 50 For 50 Sigma Scholarship Foundation | |||||||||||
| 650 S Central Ave | Atlanta | GA | 30354 | NC | Charitable | $5,000 | |||||
| AT&T Performing Arts Center | |||||||||||
| 700 N Pearl St 1800N | Dallas | TX | 75201 | NC | Charitable | $10,000 | |||||
| ATL Advance The Lives | |||||||||||
| 3534 Broad Street | Chamblee | GA | 30341 | NC | Charitable | $2,500 | |||||
| Code Enforcement Officer Safety Foundation | |||||||||||
| 34181 Carissa Dr | Lake Elsinore | CA | 92532 | NC | Charitable | $2,500 | |||||
| Cystic Fibrosis Foundation | |||||||||||
| 4550 Montgomery Ave Suite 1100N | Bethesda | MD | 20814 | NC | Charitable | $15,000 | |||||
| Dallas Alumnae Association Kappa Kappa Gamma Found | |||||||||||
| PO Box 12362 | Dallas | TX | 752250362 | NC | Charitable | $2,000 | |||||
| Dempsey Center | |||||||||||
| 11 Rock Row Suite 410 | Westbrook | ME | 04092 | NC | Charitable | $4,800 | |||||
| Dream Factory Of Maine | |||||||||||
| 7420 New La Grange Rd Ste 310 | Louisville | KY | 40222 | NC | Charitable | $2,750 | |||||
| Exodus Refugee Immigration | |||||||||||
| Indianapolis 2457 E Washington Str | Indianapolis | IN | 46201 | NC | Charitable | $250 | |||||
| FERF | |||||||||||
| PLAZA W TWR FL 7 | Morristown | NJ | 07960 | NC | Charitable | $1,000 | |||||
| Fred Hutch Obliteride | |||||||||||
| 1100 Fairview Ave N Mail Stop J | Seattle | WA | 98109 | NC | Charitable | $250 | |||||
| Genesis Women's Shelter | |||||||||||
| 3419 Knight Street | Dallas | TX | 75219 | NC | Charitable | $4,500 | |||||
| Gladden Community House | |||||||||||
| 183 Hawkes Avenue | Columbus | OH | 43223 | Charitable | $150 | ||||||
| Habitat For Humanity | |||||||||||
| 322 West Lamar Street | Americus | GA | 317093543 | NC | Charitable | $5,000 | |||||
| Hendrick Shcolarship Foundation | |||||||||||
| 850 Central Pkwy E Ste 120 | Plano | TX | 75074 | NC | Charitable | $1,000 | |||||
| Hope In The Streets | |||||||||||
| PO Box 458 | Belton | MO | 64012 | NC | Charitable | $10,000 | |||||
| Jason Taylor Foundation | |||||||||||
| 10380 W State Road 84 Unit 11 | Davie | FL | 33324 | NC | Charitable | $5,000 | |||||
| Junior Achievement | |||||||||||
| 3000 Pegasus Park Dr | Dallas | TX | 75247 | NC | Charitable | $1,000 | |||||
| Jubilee Kitchen | |||||||||||
| 2005 Wyandotte St | Pittsburgh | PA | 15219 | NC | Charitable | $6,000 | |||||
| Junior Achievement Of Maine | |||||||||||
| 565 Congress St 306 | Portland | ME | 04101 | NC | Charitable | $5,000 | |||||
| KyleCares | |||||||||||
| 4 East Spring Street | North Attleboro | MA | 02760 | NC | Charitable | $4,200 | |||||
| Legal Aid Of NorthWest Texas | |||||||||||
| 600 East Weatherford Street | Fort Worth | TX | 76102 | NC | Charitable | $10,000 | |||||
| Legal Services Corporation | |||||||||||
| 1825 I Street NW Suite 800 | Washington | DC | 20006 | NC | Charitable | $2,750 | |||||
| Live2Serve | |||||||||||
| 337 Kinsey Town Rd | Cleveland | GA | 30528 | NC | Charitable | $12,500 | |||||
| Maine Cancer Foundation | |||||||||||
| 170 US Route 1 Ste 250 | Falmouth | ME | 041052152 | NC | Charitable | $1,000 | |||||
| Maine Childrens Cancer Program | |||||||||||
| 22 Bramhall Street | Portland | ME | 04102 | NC | Charitable | $1,000 | |||||
| Maine Community Foundation | |||||||||||
| 2648 Ridge Road | Mount Desert | ME | 04660 | NC | Charitable | $5,000 | |||||
| Maine Marathon | |||||||||||
| 55 Baxter Boulevard | Portland | ME | 04101 | NC | Charitable | $2,500 | |||||
| Make-A-Wish Maine | |||||||||||
| 66 Mussey Road | Scarborough | ME | 04074 | NC | Charitable | $2,500 | |||||
| Making Strides Against Breast Cancer | |||||||||||
| 270 Peachtree St NW Suite 1300 | Atlanta | GA | 30303 | NC | Charitable | $5,000 | |||||
| March Of Dimes March For Babies | |||||||||||
| 5720 Lyndon B Johnson Freeway Ste | Dallas | TX | 75230 | NC | Charitable | $250 | |||||
| Megan Meier Foundation | |||||||||||
| 910 Jefferson Street | Saint Charles | MO | 63301 | NC | Charitable | $250 | |||||
| Mitchell Institute | |||||||||||
| 75 Washington Avenue Suite 2E | Portland | ME | 04101 | NC | Charitable | $7,500 | |||||
| Mothers Of Held Angels | |||||||||||
| 27702 Springbrook Ct | Fulshear | TX | 77441 | NC | Charitable | $1,000 | |||||
| NAMI | |||||||||||
| 4301 Wilson Blvd Suite 300 | Arlington | VA | 22203 | NC | Charitable | $1,000 | |||||
| National Law Enforcement Officers Memorial Fund | |||||||||||
| 01 E St NW 100 | Washington | DC | 20004 | NC | Charitable | $6,000 | |||||
| Nine13sports | |||||||||||
| 1271 W 29th St | Indianapolis | ID | 46208 | NC | Charitable | $15,000 | |||||
| NRIVA | |||||||||||
| 331 N New Ballas Rd | St Louis | MO | 63141 | NC | Charitable | $250 | |||||
| Portland Trails Adopt-a-Trial | |||||||||||
| 38 Diamond Street | Portland | ME | 04101 | NC | Charitable | $2,500 | |||||
| Prodigy Sports | |||||||||||
| 16125 Cypress Rosehill Rd | Cypress | TN | 77429 | NC | Charitable | $15,000 | |||||
| Riding To The Top | |||||||||||
| 14 Lilac Dr Windham | Windham | ME | 04062 | NC | Charitable | $7,500 | |||||
| Ronald McDonald House Charities Of Maine | |||||||||||
| 250 Brackett Street | Portland | ME | 04102 | NC | Charitable | $2,000 | |||||
| Salesmanship Club Charitable Golf Of Dallas | |||||||||||
| ggg | Dallas | TX | 75203 | NC | Charitable | $2,750 | gf | ||||
| Sean M Walsh K-9 Memorial Foundation | |||||||||||
| 1661 Nord Ln | San Jose | CA | 95125 | NC | Charitable | $250 | |||||
| Shades Of Pink | |||||||||||
| 1084 N El Camino Real Suite B345 | Encinitas | CA | 92024 | NC | Charitable | $10,000 | |||||
| Siouxland Recovery Fund | |||||||||||
| 701 Steuben St | Sioux City | IA | 51101 | NC | Charitable | $1,750 | |||||
| Spencer Chamber Of Commerce Foundation | |||||||||||
| 1805 Highway Blvd | Spencer | IA | 51301 | NC | Charitable | $2,500 | |||||
| St Jude Children's Research Hospital | |||||||||||
| 501 St Jude Place | Memphis | TN | 38105 | NC | Charitable | $25,000 | |||||
| STEM Coliseum Learning Center | |||||||||||
| 4 Stillwood Rd | Falmouth | ME | 04105 | NC | Charitable | $6,250 | |||||
| Summer Theatre Arts For Growth And Education | |||||||||||
| 12300 Inwood Rd 112 | Dallas | TX | 10000 | NC | Charitable | $10,000 | |||||
| Sweetser | |||||||||||
| 50 Moody Street | Saco | ME | 04072 | NC | Charitable | $10,000 | |||||
| Taylor James Steeves Foundation | |||||||||||
| 824 Roosevelt Trail 129 | Windham | ME | 04062 | NC | Charitable | $15,500 | |||||
| The Center | |||||||||||
| 400 S Terrell Hwy | Kaufman | TX | 75142 | NC | Charitable | $2,500 | |||||
| The Gathering Place | |||||||||||
| NC | Charitable | $2,500 | 39 Amelia Street Wes | Thunder Bay | Ontario | CA | |||||
| The Giving Grove | |||||||||||
| 300 E 39th St Ste LL1D | Kansas City | MO | 64111 | NC | Charitable | $2,500 | |||||
| The Women's Resource Center | |||||||||||
| 3302 Charleston St | Houston | TX | 77021 | NC | Charitable | $1,000 | |||||
| Travis Mills Foundation | |||||||||||
| 647 Castle Island Road | Mt Vernon | ME | 04352 | NC | Charitable | $7,500 | |||||
| Triple Crown | |||||||||||
| 315 Lake Street East Suite 300 | Wayzata | MN | 55391 | NC | Charitable | $5,000 | |||||
| United States Treasury | |||||||||||
| 1500 Pennsylvania Ave | Washington | DC | 20220 | NC | Charitable | $1,250 | |||||
| University Of Maine Foundation | |||||||||||
| 160 College Ave | Orono | ME | 04473 | NC | Charitable | $5,000 | |||||
| Vogel Alcove | |||||||||||
| 1738 Gano St | Dallas | TX | 75215 | NC | Charitable | $2,500 | |||||
| WillPower Community Foundation | |||||||||||
| PO Box 760 | Dripping Springs | TX | 78620 | NC | Charitable | $5,000 | |||||
| Zebra Youth | |||||||||||
| 911 N Mills Ave | Orlando | FL | 32803 | NC | Charitable | $4,500 | |||||
| 911 Day | |||||||||||
| 5151 California Avenue Suite 100 | Irvine | CA | 92617 | NC | Charitable | $5,000 | |||||
| Alzheimers Association | |||||||||||
| 320 Nevada StSuite 201 | Newton | MA | 02460 | NC | Charitable | $10,000 | |||||
| Alzheimer's Association Maine Chapter | |||||||||||
| 383 US Rte 1 2C | Scarborough | ME | 04074 | NC | Charitable | $5,000 | |||||
| American Cancer Society | |||||||||||
| 210 N Hall St | Dallas | TX | 75226 | NC | Charitable | $2,500 | |||||
| American Diabetes Association | |||||||||||
| 2451 Crystal Drive Suite 900 | Arlington | VA | 22202 | NC | Charitable | $10,000 | |||||
| American Foundation For Suicide Prevention | |||||||||||
| 199 Water St 11th Floor | New York | NE | 10038 | NC | Charitable | $2,500 | |||||
| American Heart Association | |||||||||||
| Bay Area Heart Walk 426 17th St S | Oakland | CA | 94612 | NC | Charitable | $250 | |||||
| American Lung Association | |||||||||||
| 55 W Wacker Drive Suite 1150 | Chicago | IL | 60601 | NC | Charitable | $250 | |||||
| American Red Cross | |||||||||||
| 431 18th Street NW | Washington | DC | 200065310 | NC | Charitable | $4,500 | |||||
| Arizona Friends Of Foster Children Foundation | |||||||||||
| 360 E Coronado Rd Suite 190 | Phoenix | AZ | 85004 | NC | Charitable | $3,000 | |||||
| Autism Society Of Maine | |||||||||||
| 72 Main St STE B | Winthrop | ME | 04364 | NC | Charitable | $13,500 | |||||
| Avivo | |||||||||||
| 1900 Chicago Avenue | Minneapolis | MN | 55404 | NC | Charitable | $5,000 | |||||
| Barbara Bush Children's Hospital | |||||||||||
| 22 Bramhall Street | Portland | ME | 04102 | NC | Charitable | $250 | |||||
| Both Ends Believing | |||||||||||
| 5101 Tennyson Parkway | Plano | TX | 75024 | NC | Charitable | $200 | |||||
| Boys & Girls CLubs Of Metro Louisiana | |||||||||||
| 8281 Goodwood Blvd Suite C | Baton Rouge | LA | 708067742 | NC | Charitable | $5,000 | |||||
| Boys & Girls Clubs Of Southern Maine | |||||||||||
| 277 Cumberland Ave | Portland | ME | 04101 | NC | Charitable | $1,000 | |||||
| Boys & Girls Clubs Of Tampa Bay | |||||||||||
| 3515 Sarah St | Tampa | FL | 33605 | NC | Charitable | $500 | |||||
| Boys & Grils Clubs Of Tampa Bay Inc | |||||||||||
| 1307 N Macdill Ave | Tampa | FL | 33607 | NC | Charitable | $9,900 | |||||
| Bullock Hope House | |||||||||||
| 4644 Powder Springs Dallas Rd Suit | Powder Springs | GA | 30127 | NC | Charitable | $10,000 | |||||
| Grant Haliburton Foundation | |||||||||||
| 106 E 10th St Suite 200 | Dallas | TX | 75247 | NC | Charitable | $5,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $405,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Grant Haliburton Foundation | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 Pegasus Park Dr Suite 750 | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75247 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | NC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | Charitable | GrantOrContributionPurposeTxt |
| Amt | $0 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $5,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $72,798 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $224,233 | 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 | $297,031 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $297,031 | 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
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (3 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|
| JAN | P | $79,947 | $96,261 | -$16,314 |
| JULY | P | $360,193 | $220,530 | $139,663 |
| NOV | P | $139,829 | $38,945 | $100,884 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CHARLES SCHWAB EQUITITIES | FMV | $2,032,197 | $6,323,622 |
| CHARLES SCHWAB EQ FUNDS | FMV | $180,707 | $214,357 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS EXP | Desc |
| Revenue And Expenses Per Books | $10 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $10 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER FEES | CategoryTxt |
| Amt | $35,439 | Amt |
| Net Investment Income | $35,439 | NetInvestmentIncomeAmt |
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