TYLER FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- TYLER FOUNDATION (EIN 23-7140526)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-01
- IRS object ID
- 201623069349100852
- Schema version
- 2015v2.1
- 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 | 2016-11-01T16:06:13-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | 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 | 2016-10-14 | 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 | 2016-10-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,449,495 | 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 | $46,818 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $46,818 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $46,818 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $16,720 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $63,538 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $46,818 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $46,818 | TotalAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $25,833 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $25,833 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,507 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $70 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $70 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $27,410 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $25,903 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $166,510 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $166,510 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $193,920 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $25,903 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $166,510 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$130,382 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $20,915 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $46,818 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $65,928 | CashBOYAmt |
| Cash EOY | $79,809 | CashEOYAmt |
| Cash EOYFMV | $79,809 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $17,939 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $29,218 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $29,218 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $1,979,287 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,855,664 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,340,468 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,063,154 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,964,691 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,449,495 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $2,581 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $34,500 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $2,581 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $34,500 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $2,060,573 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,930,191 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,060,573 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,930,191 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,063,154 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,964,691 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,060,573 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$130,382 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,930,191 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,930,191 | 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 | $152,910 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,882,501 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.039384 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $190,328 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,375,012 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.056393 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $177,769 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,715,842 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.065456 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $144,615 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,602,862 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.05556 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $164,070 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,422,486 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.067728 | DistributionYr5Rt |
| Total Distribution | 0.284521 | TotalDistributionRt |
| Average Distribution | 0.056904 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,159,892 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $236,714 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $209 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $236,923 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $166,510 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $418 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $418 | SubtotalAmt |
| Tax Based On Investment Income | $418 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,692 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,692 | TotalPaymentsAndCreditsAmt |
| Overpayment | $4,274 | OverpaymentAmt |
| Applied To ES Tax | $4,274 | 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 |
|---|---|---|---|---|---|---|
| BRIAN K MILLER | ||||||
| 5101 TENNYSON PARKWAY | PLANO | TX | 75024 | CFO AND TREASURER | 0 | $0 |
| TERRI L ALFORD | ||||||
| 5101 TENNYSON PARKWAY | PLANO | TX | 75024 | SECRETARY | 0 | $0 |
| JOHN M YEAMAN | ||||||
| 5101 TENNYSON PARKWAY | PLANO | TX | 75024 | PRESIDENT BOARD OF TRUSTEES | 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 | $4,186,956 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $36,285 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,223,241 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,223,241 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $63,349 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,159,892 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $207,995 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $207,995 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $418 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $418 | TotalTaxAmt |
| Distributable Before Adj | $207,577 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $207,577 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $207,577 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $166,510 | 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 | $166,510 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $166,510 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $207,577 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2013 | PriorYear1Yr |
| Prior Year2 | 2012 | PriorYear2Yr |
| Prior Year3 | 2011 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $21,002 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $16,990 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $44,155 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $25,365 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $107,512 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $166,510 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $166,510 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $41,067 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $41,067 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $66,445 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $66,445 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $41,080 | ExcessFromYear3Amt |
| Excess From Year2 | $25,365 | ExcessFromYear2Amt |
| 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 (51 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 | $1,500 | |
| AMERICAN LUNG ASSOCIATION | ||||||
| 1170 OLD HENDERSON ROAD STE 230 | COLUMBUS | OH | 43220 | CHARITABLE | $5,500 | |
| CHEFS SHOWCASE FOUNDATION | ||||||
| 5430 LBJ FREEWAY STE 1100 | DALLAS | TX | 75240 | CHARITABLE | $2,500 | |
| CYSTIC FIBROSIS FOUNDATION | ||||||
| 2929 CARLISLE STE 230 | DALLAS | TX | 75204 | CHARITABLE | $250 | |
| DREAM FACTORY OF MAINE | ||||||
| PO BOX 227 | WESTBROOK | ME | 04098 | CHARITABLE | $5,000 | |
| GREG FRANCOEUR MEMORIAL FUND | ||||||
| 1 MONUMENT WAY STE 200 | PORTLAND | ME | 04101 | CHARITABLE | $2,500 | |
| HABITAT FOR HUMANITY OF GREATER PORTLAND | ||||||
| 28 RIVER SANDS DRIVE | SCARBOROUGH | ME | 04074 | CHARITABLE | $9,160 | |
| JUNIOR LEAGUE OF PORTLAND | ||||||
| ONE CITY CENTER STE 1-105 | PORTLAND | ME | 04101 | CHARITABLE | $1,750 | |
| MARCH OF DIMES | ||||||
| 1275 MAMARONECK AVE | WHITE PLAINS | NY | 10605 | CHARITABLE | $4,000 | |
| 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 | $11,000 | |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||
| 4324 N BELTLINE ROAD STE C206 | IRVING | TX | 75205 | CHARITABLE | $4,000 | |
| THE FAMILY PLACE | ||||||
| PO BOX 5665 | LUBBOCK | TX | 79408 | CHARITABLE | $250 | |
| MEGAN MEIER FOUNDATION | ||||||
| 515 JEFFERSON STREET SUITE A | ST CHARLES | MO | 63301 | CHARITABLE | $2,000 | |
| AMERICAN DIABETES ASSOCIATION | ||||||
| 1701 NORTH BEAUREGARD STREET | ALEXANDRIA | VA | 22311 | CHARITABLE | $250 | |
| SWEETSER | ||||||
| 50 MOODY STREET | SACO | ME | 04072 | CHARITABLE | $5,000 | |
| 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 | $9,500 | 111 |
| MAKING STRIDES AGAINST BREAST CANCER | ||||||
| PO Box 22718 | Oklahoma City | OK | 731231718 | CHARITABLE | $6,500 | |
| AMERICAN LUNG ASSOCIATION OF MAINE | ||||||
| 122 STATE STREET | AUGUSTA | ME | 04330 | CHARITABLE | $1,750 | |
| DANIEL CARDILLO CHARITABLE FUND | ||||||
| 185 Hall St | Brooklyn | NY | 11205 | CHARITABLE | $550 | |
| ALZHEIMER'S ASSOCIATION | ||||||
| 4144 N Central Expressway | Dallas | TX | 75204 | CHARITABLE | $3,500 | 750 |
| READERS2LEADERS | ||||||
| 2223 Singleton Blvd | Dallas | TX | 75212 | CHARITABLE | $2,000 | Suite 140 |
| CANCER COMMUNITY CENTER | ||||||
| 778 Main St | South Portland | ME | 04106 | CHARITABLE | $5,000 | |
| YMCA YOUTH AND GOVERNMENT | ||||||
| 1621 W Walnut Hill Ln | Irving | TX | 75038 | CHARITABLE | $20,000 | |
| GFOA | ||||||
| 203 N LaSalle St | Chicago | IL | 60601 | CHARITABLE | $7,500 | |
| GORMAN EDUCATION FOUNDATION | ||||||
| One Canal Plaza | Portland | ME | 04101 | CHARITABLE | $250 | Suite 800 |
| HEROES FOUNDATION | ||||||
| PO Box 190856 | Dallas | TX | 75219 | CHARITABLE | $2,500 | |
| AIDSLIFECYCLE | ||||||
| 1035 Market Street Suite 400 | San Francisco | CA | 94103 | Charitable | $250 | |
| BOON OPEN BIBLE CHURCH | ||||||
| 1224 Hancock Drive | Boone | IA | 50036 | Charitable | $250 | |
| POPLAR BLUFF PUBLIC SCHOOL FOUNDATION | ||||||
| 1110 N Westwood Blvd | Poplar Bluff | MO | 63901 | Charitable | $100 | |
| JUNIOR ACHIEVEMENT OF MAINE | ||||||
| 82 Elm St | Portland | ME | 04101 | Charitable | $1,000 | |
| ST BALDRICK'S FOUNDATION | ||||||
| 1333 South Mayflower Avenue Suite | Monrovia | CA | 91016 | Charitable | $250 | |
| HARRINGTON CANCER CENTER | ||||||
| 1500 Wallace Blvd | Amarillo | TX | 79106 | Charitable | $250 | |
| MORAINE FOUNDATION | ||||||
| 4200 Dyrden Road | Moraine | OH | 45439 | Charitable | $3,000 | |
| MUSCULAR DYSTROPHY ASSOCIATION | ||||||
| 12655 N Central Expy 230 | Dallas | TX | 75243 | Charitable | $2,500 | |
| CENTER FOR MISSING AND EXPLOITED CHILDREN | ||||||
| 699 Prince Street | Alexander | VA | 22314 | Charitable | $250 | |
| 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 | |
| FALMOUTH EDUCATION FOUNDATION | ||||||
| PO Box 1061 | Falmouth | MA | 02541 | Charitable | $250 | |
| CHARITY WATER | ||||||
| 40 Worth Street Suite 330 | New York | NY | 10013 | Charitable | $250 | |
| READERS2LEADERS | ||||||
| 2223 Singleton Blvd Suite 140 | Dallas | TX | 75212 | Charitable | $2,000 | |
| KAPPA KAPPA GAMMA FOUNDATION | ||||||
| 530 East Town Street | Columbus | OH | 43215 | Charitable | $2,500 | |
| CORNERSTONE ASSISTANCE NETWORK | ||||||
| 3500 Noble Avenue | Forth Worth | TX | 76111 | Charitable | $5,000 | |
| GULF OF MAINE RESEARCH INSTITUTE | ||||||
| 350 Commercial St | Portland | ME | 04101 | Charitable | $2,500 | |
| VETERANS MIRACLE CENTER | ||||||
| 10 Interstate Ave | Albany | NY | 12205 | Charitable | $5,000 | |
| MAINE CHILDREN'S CANCER PROGRAM | ||||||
| 100 Campus Dr 107 | Scarborough | ME | 04074 | Charitable | $5,750 | |
| AMERICAN CANCER SOCIETY (DAYTON) | ||||||
| 1200 Far Hills Ave | Dayton | OH | 45419 | Charitable | $2,100 | |
| YMCA OF SOUTHERN MAINE | ||||||
| 3 Pomerleau St | Biddeford | ME | 04005 | Charitable | $2,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $165,510 | 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 | $46,818 | 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 | $16,720 | 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 | $63,538 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $63,538 | 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 | $1,855,664 | BookValueAmt |
| EOYFMV | $4,340,468 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Revenue And Expenses Per Books | $70 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $70 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TRUSTEE FEES | CategoryTxt |
| Amt | $25,833 | Amt |
| Net Investment Income | $25,833 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $1,507 | Amt |
Comments