BETA

TYLER FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
TYLER FOUNDATION (EIN 23-7140526)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-10-14
IRS object ID
201522879349100202
Schema version
2014v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2015-10-14T10:14:54-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MONTGOMERY COSCIA GREILICH LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12500 DALLAS PARKWAY SUITE 300AddressLine1Txt
CityPLANOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75093ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN237140526EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Tyler FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% TYLER TECHNOLOGIES INCInCareOfNm
Business Name ControlTYLEBusinessNameControlTxt
Phone9727133700PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15101 TENNYSON PARKWAYAddressLine1Txt
CityPLANOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75024ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTODD PALMERPersonNm
Person TitleControllerPersonTitleTxt
Signature2015-04-30SignatureDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,117,311FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$40,577DividendsRevAndExpnssAmt
Dividends Net Invst Incm$40,577DividendsNetInvstIncmAmt
Dividends Adj Net Incm$40,577DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$110,436NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$566,949GrossSalesPriceAmt
Other Income Rev And Expnss$61OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$61OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$151,074TotalRevAndExpnssAmt
Total Net Invst Incm$40,638TotalNetInvstIncmAmt
Total Adj Net Incm$40,577TotalAdjNetIncmAmt
Other Prof Fees Rev And Expnss$24,745OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$24,745OtherProfFeesNetInvstIncmAmt
Other Expenses Rev And Expnss$424OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$485OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$25,169TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$25,230TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$152,910ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$152,910ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$178,079TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$25,230TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$152,910TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$27,005ExcessRevenueOverExpensesAmt
Net Investment Income$15,408NetInvestmentIncomeAmt
Adjusted Net Income$40,577AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$30,314CashBOYAmt
Cash EOY$65,928CashEOYAmt
Cash EOYFMV$65,928CashEOYFMVAmt
Sav And Temp Cash Invst BOY$141,299SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$17,939SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$17,939SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$1,879,648OtherInvestmentsBOYAmt
Other Investments EOY$1,979,287OtherInvestmentsEOYAmt
Other Investments EOYFMV$4,033,444OtherInvestmentsEOYFMVAmt
Total Assets BOY$2,051,261TotalAssetsBOYAmt
Total Assets EOY$2,063,154TotalAssetsEOYAmt
Total Assets EOYFMV$4,117,311TotalAssetsEOYFMVAmt
Accounts Payable BOY$1,050AccountsPayableBOYAmt
Accounts Payable EOY$2,581AccountsPayableEOYAmt
Total Liabilities BOY$1,050TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,581TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$2,050,211RetainedEarningBOYAmt
Retained Earning EOY$2,060,573RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,050,211TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,060,573TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,051,261TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,063,154TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,050,211TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$27,005ExcessRevenueOverExpensesAmt
Subtotal$2,023,206SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,023,206TotNetAstOrFundBalancesEOYAmt
FieldValueIRS element (for citing)
Cap Gains Loss Tx Invst Incm DetailCapGainsLossTxInvstIncmDetail

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$190,328AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$3,375,012NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.056393DistributionYr1Rt
Adjusted Qlfy Distri Yr2$177,769AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,715,842NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.065456DistributionYr2Rt
Adjusted Qlfy Distri Yr3$144,615AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,602,862NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.05556DistributionYr3Rt
Adjusted Qlfy Distri Yr4$164,070AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$2,422,486NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.067728DistributionYr4Rt
Adjusted Qlfy Distri Yr5$141,196AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$2,135,391NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.066122DistributionYr5Rt
Total Distribution0.311259TotalDistributionRt
Average Distribution0.062252AverageDistributionRt
Net Vl Noncharitable Assets$3,882,501NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$241,693AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$154NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$241,847AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$152,910QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$308InvestmentIncomeExciseTaxAmt
Subtotal$308SubtotalAmt
Tax Based On Investment Income$308TaxBasedOnInvestmentIncomeAmt
Applied To Es Tax$5,000AppliedToEsTaxAmt
Total Payments And Credits$5,000TotalPaymentsAndCreditsAmt
Overpayment$4,692OverpaymentAmt
Applied To ES Tax$0AppliedToESTaxAmt
Refund$4,692RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1TYLER TECHNOLOGIES INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9727133700PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line15101 TENNYSON PARKWAYAddressLine1Txt
CityPLANOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75024ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
BRIAN K MILLER
5101 TENNYSON PARKWAYPLANOTX75024CFO AND TREASURER0$0
TERRI L ALFORD
5101 TENNYSON PARKWAYPLANOTX75024SECRETARY0$0
JOHN M YEAMAN
5101 TENNYSON PARKWAYPLANOTX75024PRESIDENT BOARD OF TRUSTEES0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$3,884,161AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$57,464AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,941,625TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,941,625AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$59,124CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,882,501NetVlNoncharitableAssetsAmt
Minimum Investment Return$194,125MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$194,125MinimumInvestmentReturnAmt
Tax Based On Investment Income$308TaxBasedOnInvestmentIncomeAmt
Total Tax$308TotalTaxAmt
Distributable Before Adj$193,817DistributableBeforeAdjAmt
Distributable Before Ded$193,817DistributableBeforeDedAmt
Distributable As Adjusted$193,817DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$152,910ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$152,910QualifyingDistributionsAmt
Adjusted Qualifying Distri$152,910AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$193,817DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12012PriorYear1Yr
Prior Year22011PriorYear2Yr
Prior Year32010PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$15,835ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$46,074ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$16,990ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$44,155ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$25,365ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$148,419TotalExcessDistributionCyovAmt
Qualifying Distributions$152,910QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$152,910AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$40,907ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$40,907ExcessDistributionCyovAppCYAmt
Total Corpus$107,512TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$107,512ExcessDistriCyovToNextYrAmt
Excess From Year4$21,002ExcessFromYear4Amt
Excess From Year3$16,990ExcessFromYear3Amt
Excess From Year2$44,155ExcessFromYear2Amt
Excess From Year1$25,365ExcessFromYear1Amt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNONEContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonTodd PalmerRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line15101 TENNYSON PARKWAYAddressLine1Txt
CityPLANOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75024ZIPCd
FieldValueIRS element (for citing)
Recipient Phone9727133700RecipientPhoneNum
Form And Info And MaterialsNO STANDARD FORMFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (52 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
AMERICAN HEART ASSOCIATION
51 US RT ONE STE MSCARBOROUGHME04047CHARITABLE$3,000
AMERICAN LUNG ASSOCIATION
1170 OLD HENDERSON ROAD STE 230COLUMBUSOH43220CHARITABLE$2,500
CHEFS SHOWCASE FOUNDATION
5430 LBJ FREEWAY STE 1100DALLASTX75240CHARITABLE$2,500
CYSTIC FIBROSIS FOUNDATION
2929 CARLISLE STE 230DALLASTX75204CHARITABLE$1,500
DREAM FACTORY OF MAINE
PO BOX 227WESTBROOKME04098CHARITABLE$5,000
FOR LOVE OF CHILDREN
1763 COLUMBIA ROAD NWWASHINGTONDC20009CHARITABLE$1,000
GREG FRANCOEUR MEMORIAL FUND
1 MONUMENT WAY STE 200PORTLANDME04101CHARITABLE$2,500
HABITAT FOR HUMANITY OF GREATER PORTLAND
28 RIVER SANDS DRIVESCARBOROUGHME04074CHARITABLE$5,000
JUNIOR LEAGUE OF PORTLAND
ONE CITY CENTER STE 1-105PORTLANDME04101CHARITABLE$750
MAINE CANCER FOUNDATION
PO BOX 553PORTLANDME04112CHARITABLE$750970 BAXTER BLVD 204
MARCH OF DIMES
1275 MAMARONECK AVEWHITE PLAINSNY10605CHARITABLE$250
MATTHEWS-DICKEY BOYS & GIRLS CLUB
4245 N KINGS HWY BLVSST LOUISMO63115CHARITABLE$600
NATIONAL MS SOCIETY
8187 UNIVERSITY BLVD STE BCLIVEIA50325CHARITABLE$250
OPERATION TRIBUTE
PO BOX 699GORHAMME04038CHARITABLE$15,000
PRINCE OF PEACE LUTHERAN CHURCH
4000 MIDWAY ROADCARROLLTONTX75007CHARITABLE$4,000
SAILMAINE
58 FORE STREETPORTLANDME04101CHARITABLE$250
SALESMANSHIP CLUB OF DALLAS
400 S ZANG BLVD STE 700DALLASTX75208CHARITABLE$11,000
ST JUDE CHILDREN'S RESEARCH HOSPITAL
4324 N BELTLINE ROAD STE C206IRVINGTX75205CHARITABLE$4,000
THE FAMILY PLACE
PO BOX 5665LUBBOCKTX79408CHARITABLE$250
MEGAN MEIER FOUNDATION
515 JEFFERSON STREET SUITE AST CHARLESMO63301CHARITABLE$2,000
FELLOWSHIP OF CHRISTIAN ATHLETES
8701 LEEDS ROADKANSAS CITYMO64129CHARITABLE$2,000
GREENE GIVING
941 WEST SECOND STREETXENIAOH45385CHARITABLE$1,000
AMERICAN DIABETES ASSOCIATION
1701 NORTH BEAUREGARD STREETALEXANDRIAVA22311CHARITABLE$250
STARS SCHOLARSHIP FUND
3900 NORTH MCCOLL ROADMCALLENTX78501CHARITABLE$5,000
AIM FOR SEVA
PO BOX 639SAYLORSBURGPA18353CHARITABLE$250
(ICS)2 MAINE CHAPTER
311 PARK PLACE BLVD STE 400CLEARWATERFL33759CHARITABLE$2,600
SWEETSER
50 MOODY STREETSACOME04072CHARITABLE$5,000
FERF
1250 HEADQUARTERS PLAZA WEST TOWERMORRISTOWNNJ07960CHARITABLE$250
YOUTH RADIO
1701 BROADWAYOAKLANDCA94612CHARITABLE$250
PASADENA ENTRETEC
295 S Hill AvePasadenaCA91106CHARITABLE$1,000
JOBS FOR MAINE GRADUATES
45 Commerce DrAugustaME04330CHARITABLE$1,0009
SUSAN G KOMEN MAINE
12 Acme RdBrewerME04412CHARITABLE$250
CAPITAL CITY RESCUE MISSION
259 S Pearl StAlbanyNY12202CHARITABLE$2,000
CROHNS AND COLITIS FOUNDATION
12801 N Central ExpresswayDallasTX75243CHARITABLE$250Suite 530
MERRILL MEMORIAL LIBRARY
215 Main StYarmouthME04096CHARITABLE$2,500
CLEAN THE WORLD FOUNDATION
28 W Central BlvdOrlandoFL32801CHARITABLE$4,500Suite 280
YARMOUTH EDUCATION FOUNDATION
101 McCartney StreetYarmouthME04096CHARITABLE$3,000
MAKE A WISH OF MAINE
477 Congress StPortlandOR04101CHARITABLE$7,000111
MAKING STRIDES AGAINST BREAST CANCER
PO Box 22718Oklahoma CityOK731231718CHARITABLE$4,410
PATRICK DEMPSEY CENTER FOR CANCER HOPE AND HEALING
29 Lowell StLewistonME04240CHARITABLE$250
DANIEL CARDILLO CHARITABLE FUND
185 Hall StBrooklynNY11205CHARITABLE$550
ALZHEIMER'S ASSOCIATION
4144 N Central ExpresswayDallasTX75204CHARITABLE$250750
URBAN RECIPE
645 Grant StAtlantaGA30312CHARITABLE$5,000
READERS2LEADERS
2223 Singleton BlvdDallasTX75212CHARITABLE$2,000Suite 140
CANCER COMMUNITY CENTER
778 Main StSouth PortlandME04106CHARITABLE$5,000
YMCA YOUTH AND GOVERNMENT
1621 W Walnut Hill LnIrvingTX75038CHARITABLE$23,500
GFOA
203 N LaSalle StChicagoIL60601CHARITABLE$6,500
GORMAN EDUCATION FOUNDATION
One Canal PlazaPortlandME04101CHARITABLE$250Suite 800
RONALD MCDONALD HOUSE OF DURHAM
506 Alexander AveDurhamNC27705CHARITABLE$250
HEROES FOUNDATION
PO Box 190856DallasTX75219CHARITABLE$2,000
PATEROS CATASTROPHE FUND
112 7th St SouthBrewsterWA98812CHARITABLE$2,500
NANCY RATLIFF MEDICAL FUND
848 Shipwatch DrImperialMO63052CHARITABLE$250
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$152,910TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp
Int On Sav And Temp Cash InvstIntOnSavAndTempCashInvstGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$40,577RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$110,436RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUSDesc
Related Or Exempt Function Incm$61RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$151,074RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$151,074TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Depreciation Schedule DepreciationSchedule

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemEQUITY SECURITIESCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$1,979,287BookValueAmt
EOYFMV$4,033,444EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUSDesc
Revenue And Expenses Per Books$424RevenueAndExpensesPerBooksAmt
Net Investment Income$485NetInvestmentIncomeAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescMISCELLANEOUSDesc
Revenue And Expenses Per Books$61RevenueAndExpensesPerBooksAmt
Net Investment Income$61NetInvestmentIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryTRUSTEE FEESCategoryTxt
Amt$24,745Amt
Net Investment Income$24,745NetInvestmentIncomeAmt

Comments

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