TYLER FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- TYLER FOUNDATION (EIN 23-7140526)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-12
- IRS object ID
- 201731329349102123
- Schema version
- 2016v3.0
- 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 | 2017-05-12T13:24:49-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | 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 | 2017-05-15 | 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 | 96.226.44.148 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 75645220171325000013 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-05-12 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | EA55ADCD669ED198E52D9AD8447C5472366FB2E9 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | EA55ADCD669ED198E52D9AD8447C5472366FB2E9 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,409,893 | 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 | $49,739 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $49,739 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $49,739 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $702,090 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $751,829 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $49,739 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $49,739 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $26,375 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $26,375 | OtherProfFeesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $30 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $30 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $26,405 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $26,405 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $215,185 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $215,185 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $241,590 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $26,405 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $215,185 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $510,239 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $23,334 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $49,739 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $79,809 | CashBOYAmt |
| Cash EOY | $82,844 | CashEOYAmt |
| Cash EOYFMV | $82,844 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $29,218 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $78,484 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $78,484 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $1,855,664 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,304,237 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,248,565 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,964,691 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,465,565 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,409,893 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $34,500 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $27,750 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $34,500 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $27,750 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,930,191 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,437,815 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,930,191 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,437,815 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,964,691 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,465,565 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,930,191 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $510,239 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,440,430 | SubtotalAmt |
| Other Decreases | $2,615 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,437,815 | 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 | $166,510 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,159,892 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.040027 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $152,910 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,882,501 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.039384 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $190,328 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,375,012 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.056393 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $177,769 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,715,842 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.065456 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $144,615 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,602,862 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.05556 | DistributionYr5Rt |
| Total Distribution | 0.25682 | TotalDistributionRt |
| Average Distribution | 0.051364 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,133,970 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $212,337 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $233 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $212,570 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $215,185 | 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 | $233 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $233 | SubtotalAmt |
| Tax Based On Investment Income | $233 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $233 | TaxDueAmt |
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 | $4,101,816 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $95,108 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,196,924 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,196,924 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $62,954 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,133,970 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $206,699 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $206,699 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $233 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $233 | TotalTaxAmt |
| Distributable Before Adj | $206,466 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $206,466 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $206,466 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $215,185 | 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 | $215,185 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $233 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $214,952 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $206,466 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Prior Year2 | 2013 | PriorYear2Yr |
| Prior Year3 | 2012 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $41,080 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $25,365 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $66,445 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $215,185 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $206,466 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $8,719 | RemainingDistriFromCorpusAmt |
| Total Corpus | $75,164 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $75,164 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $41,080 | ExcessFromYear4Amt |
| Excess From Year3 | $25,365 | ExcessFromYear3Amt |
| Excess From Current Year | $8,719 | 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 (55 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN HEART ASSOCIATION | |||||||||||
| 51 US RT ONE STE M | SCARBOROUGH | ME | 04047 | CHARITABLE | $1,500 | ||||||
| AMERICAN LUNG ASSOCIATION | |||||||||||
| 1170 OLD HENDERSON ROAD STE 230 | COLUMBUS | OH | 43220 | CHARITABLE | $385 | ||||||
| CHEFS SHOWCASE FOUNDATION | |||||||||||
| 5430 LBJ FREEWAY STE 1100 | DALLAS | TX | 75240 | CHARITABLE | $3,000 | ||||||
| DREAM FACTORY OF MAINE | |||||||||||
| PO BOX 227 | WESTBROOK | ME | 04098 | CHARITABLE | $5,000 | ||||||
| MARCH OF DIMES | |||||||||||
| 1275 MAMARONECK AVE | WHITE PLAINS | NY | 10605 | CHARITABLE | $500 | ||||||
| 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 | $11,000 | ||||||
| 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 | $2,500 | ||||||
| FERF | |||||||||||
| 1250 HEADQUARTERS PLAZA WEST TOWER | MORRISTOWN | NJ | 07960 | CHARITABLE | $250 | ||||||
| MERRILL MEMORIAL LIBRARY | |||||||||||
| 215 Main St | Yarmouth | ME | 04096 | CHARITABLE | $2,500 | ||||||
| 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 | $8,750 | ||||||
| CANCER COMMUNITY CENTER | |||||||||||
| 778 Main St | South Portland | ME | 04106 | CHARITABLE | $10,000 | ||||||
| GFOA | |||||||||||
| 203 N LaSalle St | Chicago | IL | 60601 | CHARITABLE | $8,500 | ||||||
| HEROES FOUNDATION | |||||||||||
| PO Box 190856 | Dallas | TX | 75219 | CHARITABLE | $2,500 | ||||||
| JUNIOR ACHIEVEMENT OF MAINE | |||||||||||
| 82 Elm St | Portland | ME | 04101 | Charitable | $20,000 | ||||||
| MUSCULAR DYSTROPHY ASSOCIATION | |||||||||||
| 12655 N Central Expy 230 | Dallas | TX | 75243 | Charitable | $2,500 | ||||||
| HENDRICK SCHOLARSHIP FOUNDATION | |||||||||||
| 800 Central Pkwy E Ste 100 | Plano | TX | 75074 | Charitable | $2,500 | ||||||
| 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 | $2,000 | ||||||
| MAINE CHILDREN'S CANCER PROGRAM | |||||||||||
| 100 Campus Dr 107 | Scarborough | ME | 04074 | Charitable | $5,500 | ||||||
| VOGEL ALCOVE | |||||||||||
| 1738 Gano Street | Dallas | TX | 75215 | Charitable | $3,000 | ||||||
| ALL STARS PROJECT INC | |||||||||||
| 543 W 42nd Street | New York | NY | 10036 | 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 | $2,500 | ||||||
| CAPITAL CITY RESCUE MISSION | |||||||||||
| 259 S Pearl Street | Albany | NY | 12202 | Charitable | $5,000 | ||||||
| COLUMBUS HOMEPORT | |||||||||||
| 3443 Agler Road | Columbus | OH | 43219 | Charitable | $1,000 | ||||||
| CoPE24 | |||||||||||
| PO Box 510409 | St Louis | MO | 63151 | Charitable | $1,000 | ||||||
| GUNS AND HOSES FOUNDATION OF NORTH TEXAS | |||||||||||
| 1891 Forest Lane | Garland | TX | 75042 | Charitable | $10,000 | ||||||
| HABITAT FOR HUMANITY | |||||||||||
| 2800 N Hampton Road | Dallas | TX | 75212 | Charitable | $5,000 | ||||||
| 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 | ||||||
| MBS Corps | |||||||||||
| 5732 DP Corbett Business Building | Orono | ME | 04469 | Charitable | $250 | ||||||
| MOVEMBER FOUNDATION | |||||||||||
| PO Box 1595 | Culver City | CA | 90232 | Charitable | $1,000 | ||||||
| NAMI | |||||||||||
| 2812 Swiss Avenue | Dallas | TX | 75204 | Charitable | $1,000 | ||||||
| PAWS FOR PATRIOTS | |||||||||||
| 254 Ranch Trail | Rockwall | TX | 75032 | Charitable | $5,000 | ||||||
| PORTLAND TRAILS | |||||||||||
| 305 Commercial Street | Portland | ME | 04101 | Charitable | $2,500 | ||||||
| ROYAL RIVER CONSERVATION TRUST | |||||||||||
| PO Box 90 | Yarmouth | ME | 04096 | Charitable | $850 | ||||||
| SAN ANTONIO YMCA | |||||||||||
| 231 E Rhapsody | San Antonio | TX | 78216 | Charitable | $7,000 | ||||||
| SHELBY COMMUNITY FOUNDATION | |||||||||||
| PO Box 183181 | Shelby Township | MI | 48318 | Charitable | $1,100 | ||||||
| SICK KIDS FOUNDATION | |||||||||||
| Charitable | $250 | 525 University Avenue | Toronto | Ontario | CA | M5G 2L3 | |||||
| SOUTH PLAINS FOUNDATION | |||||||||||
| 511 Avenue K | Lubbock | TX | 79401 | Charitable | $500 | ||||||
| STARS SCHOLARSHIP FUNDS | |||||||||||
| 3900 N McColl Road | McAllen | TX | 78501 | Charitable | $5,000 | ||||||
| TEAMBONDING | |||||||||||
| 1300 Eldorado Parkway | McKinney | TX | 75069 | Charitable | $3,000 | ||||||
| THE DEMPSEY CENTER | |||||||||||
| 29 Lowell Street 5th Floor | Lewiston | ME | 04240 | Charitable | $750 | ||||||
| THE FAMILY PLACE | |||||||||||
| PO Box 7999 | Dallas | TX | 75209 | Charitable | $250 | ||||||
| UNITED WAY | |||||||||||
| 1800 N Lamar Street | Dallas | TX | 75202 | Charitable | $17,250 | ||||||
| UNIVERSITY OF MAINE - MAINELY TECH | |||||||||||
| 65 Texas Avenue | Bangor | ME | 04401 | Charitable | $4,000 | ||||||
| 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 | ||||||
| TRACEFUMCHeart Homes | |||||||||||
| 4405 S MAIN STREET | ROWLETT | TX | 75088 | Charitable | $1,000 | ||||||
| JOBS FOR MAINES GRADUATES | |||||||||||
| 45 COMMERCE DRIVE SUITE 9 | AUGUSTA | ME | 04330 | Charitable | $750 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $215,185 | 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 | $49,739 | 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 | $702,090 | 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 | $751,829 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $751,829 | 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 | $2,304,237 | BookValueAmt |
| EOYFMV | $4,248,565 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Revenue And Expenses Per Books | $30 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $30 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TRUSTEE FEES | CategoryTxt |
| Amt | $26,375 | Amt |
| Net Investment Income | $26,375 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
Comments