TYLER FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- TYLER FOUNDATION (EIN 23-7140526)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-07
- IRS object ID
- 201403119349100310
- Schema version
- 2013v3.1
- 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 Land Schedule2
- Investments Other Schedule2
- Land Etc Schedule2
- Other Income Schedule2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-07T08:53:03-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MONTGOMERY COSCIA GREILICH LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2500 DALLAS PARKWAY SUITE 300 | AddressLine1 |
| City | PLANO | City |
| State | TX | State |
| ZIP Code | 75093 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | PLANO | City |
| State | TX | State |
| ZIP Code | 75024 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TERRI ALFORD | PersonNm |
| Person Title | CONTROLLER | PersonTitleTxt |
| Phone | 9727133700 | PhoneNum |
| Signature | 2014-11-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DEANA PIPPINS | PreparerPersonNm |
| PTIN | P01058183 | PTIN |
| Phone | 9727133700 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,035,190 | 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 | $36,314 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $36,314 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $36,314 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $174,236 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $627,010 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $174,236 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $238 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $238 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $210,788 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $210,788 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $36,314 | TotalAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $21,387 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $21,387 | OtherProfFeesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $21,387 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $21,387 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $190,328 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $190,328 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $211,715 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $21,387 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $190,328 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$927 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $189,401 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $36,314 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $82,972 | CashBOYAmt |
| Cash EOY | $30,314 | CashEOYAmt |
| Cash EOYFMV | $30,314 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $46,221 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $141,299 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $141,299 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $0 | AcctRcvblBOYAmt |
| Other Investments BOY | $1,935,320 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,879,648 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,863,577 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,064,513 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,051,261 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,035,190 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $13,375 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $1,050 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $13,375 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,050 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $2,051,138 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,050,211 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,051,138 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,050,211 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,064,513 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,051,261 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,051,138 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$927 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,050,211 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,050,211 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | EQUITY SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2001-08-27 | AcquiredDt |
| Sold | 2013-12-31 | SoldDt |
| Gross Sales Price | $627,010 | GrossSalesPriceAmt |
| Cost Or Other Basis | $452,774 | CostOrOtherBasisAmt |
| Gain Or Loss | $174,236 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $174,236 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $174,236 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $177,769 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,715,842 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.065456 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $144,615 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,602,862 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.05556 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $164,070 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,422,486 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.067728 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $141,196 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,135,391 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.066122 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $185,682 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,631,784 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.070554 | DistributionYr5Rt |
| Total Distribution | 0.32542 | TotalDistributionRt |
| Average Distribution | 0.065084 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,375,012 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $219,659 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,894 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $221,553 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $190,328 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,788 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,788 | SubtotalAmt |
| Tax Based On Investment Income | $3,788 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $23 | EsPenaltyAmt |
| Tax Due | $1,811 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | PLANO | City |
| State | TX | State |
| ZIP Code | 75024 | ZIPCode |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | $3,346,317 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $80,091 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,426,408 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,426,408 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $51,396 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,375,012 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $168,751 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $168,751 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,788 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,788 | TotalTaxAmt |
| Distributable Before Adj | $164,963 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $164,963 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $164,963 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $190,328 | 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 | $190,328 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $190,328 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $164,963 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Prior Year2 | 2010 | PriorYear2Yr |
| Prior Year3 | 2009 | PriorYear3Yr |
| Excess Distribution Cyov Yr4 | $15,835 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $46,074 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $16,990 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $44,155 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $123,054 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $190,328 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $164,963 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $25,365 | RemainingDistriFromCorpusAmt |
| Total Corpus | $148,419 | TotalCorpusAmt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $148,419 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $15,835 | ExcessFromYear4Amt |
| Excess From Year3 | $46,074 | ExcessFromYear3Amt |
| Excess From Year2 | $16,990 | ExcessFromYear2Amt |
| Excess From Year1 | $44,155 | ExcessFromYear1Amt |
| Excess From Current Year | $25,365 | 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 | TERRI ALFORD | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5101 TENNYSON PARKWAY | AddressLine1 |
| City | PLANO | City |
| State | TX | State |
| ZIP Code | 75024 | ZIPCode |
| 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 (57 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | ||||||
| 8900 JOHN W CARPENTER FWY | DALLAS | TX | 75247 | CHARITABLE | $5,230 | |
| AMERICAN HEART ASSOCIATION | ||||||
| 51 US RT ONE STE M | SCARBOROUGH | ME | 04047 | CHARITABLE | $3,000 | |
| AMERICAN LUNG ASSOCIATION | ||||||
| 1170 OLD HENDERSON ROAD STE 230 | COLUMBUS | OH | 43220 | CHARITABLE | $1,500 | |
| AMERICAN RED CROSS | ||||||
| PO BOX 4002018 | DES MOINES | IA | 503402018 | CHARITABLE | $15,000 | |
| CAMP SUNSHINE | ||||||
| 35 ACADIA ROAD | CASCO | ME | 04015 | CHARITABLE | $8,000 | |
| CHEFS SHOWCASE FOUNDATION | ||||||
| 5430 LBJ FREEWAY STE 1100 | DALLAS | TX | 75240 | CHARITABLE | $5,000 | |
| CYSTIC FIBROSIS FOUNDATION | ||||||
| 2929 CARLISLE STE 230 | DALLAS | TX | 75204 | CHARITABLE | $2,500 | |
| DREAM FACTORY OF MAINE | ||||||
| PO BOX 227 | WESTBROOK | ME | 04098 | CHARITABLE | $5,000 | |
| FOR LOVE OF CHILDREN | ||||||
| 1763 COLUMBIA ROAD NW | WASHINGTON | DC | 20009 | CHARITABLE | $1,000 | |
| 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 | $5,000 | |
| JUNIOR LEAGUE OF PORTLAND | ||||||
| ONE CITY CENTER STE 1-105 | PORTLAND | ME | 04101 | CHARITABLE | $500 | |
| MAINE CANCER FOUNDATION | ||||||
| PO BOX 553 | PORTLAND | ME | 04112 | CHARITABLE | $1,000 | 970 BAXTER BLVD 204 |
| MAINE GREYHOUND PLACEMENT SERVICE | ||||||
| 231 OLD BELGRADE RD | AUGUSTA | ME | 04330 | CHARITABLE | $75 | |
| MARCH OF DIMES | ||||||
| 1275 MAMARONECK AVE | WHITE PLAINS | NY | 10605 | CHARITABLE | $8,974 | |
| 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 | $2,500 | |
| OPERATION TRIBUTE | ||||||
| PO BOX 699 | GORHAM | ME | 04038 | CHARITABLE | $15,000 | |
| PREBLE STREET | ||||||
| 65 ELM ST | PORTLAND | ME | 04101 | CHARITABLE | $5,000 | |
| PRINCE OF PEACE LUTHERAN CHURCH | ||||||
| 4000 MIDWAY ROAD | CARROLLTON | TX | 75007 | CHARITABLE | $3,800 | |
| SAILMAINE | ||||||
| 58 FORE STREET | PORTLAND | ME | 04101 | CHARITABLE | $500 | |
| SALESMANSHIP CLUB OF DALLAS | ||||||
| 400 S ZANG BLVD STE 700 | DALLAS | TX | 75208 | CHARITABLE | $13,600 | |
| SHALLOWATER EDUCATION FOUNDATION | ||||||
| 1100 AVE K | SHALLOWWATER | TX | 79363 | EDUCATIONAL | $1,500 | |
| SHAPE UP AMERICA | ||||||
| 14902 PRESTON ROAD | DALLAS | TX | 75254 | CHARITABLE | $1,179 | |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||
| 4324 N BELTLINE ROAD STE C206 | IRVING | TX | 75205 | CHARITABLE | $4,000 | |
| THE ALS ASSOCIATION | ||||||
| 1275 K STREET NW STE 250 | WASHINGTON | DC | 20005 | CHARITABLE | $450 | |
| THE FAMILY PLACE | ||||||
| PO BOX 5665 | LUBBOCK | TX | 79408 | CHARITABLE | $250 | |
| THE LEUKEMIA & LYMPHOMA SOCIETY | ||||||
| 8111 LYNDON B JOHNSON FWY | DALLAS | TX | 75251 | CHARITABLE | $2,500 | |
| VOGEL ALCOVE | ||||||
| 7557 RAMBLER ROAD STE 262 | DALLAS | TX | 75231 | CHARITABLE | $5,000 | |
| BBHH WOMEN'S COUNCIL | ||||||
| PO BOX 565846 | DALLAS | TX | 75356 | CHARITABLE | $2,500 | |
| MEGAN MEIER FOUNDATION | ||||||
| 515 JEFFERSON STREET SUITE A | ST CHARLES | MO | 63301 | CHARITABLE | $2,000 | |
| EDUCATIONAL EMPOWERMENT | ||||||
| 328 WYATT WAY NE | BAINBRIDGE ISLAND | WA | 98110 | CHARITABLE | $2,500 | |
| WINTER KIDS | ||||||
| PO BOX 7566 | PORTLAND | ME | 04112 | CHARITABLE | $850 | |
| FELLOWSHIP OF CHRISTIAN ATHLETES | ||||||
| 8701 LEEDS ROAD | KANSAS CITY | MO | 64129 | CHARITABLE | $1,500 | |
| NOTRE DAME CLUB OF DALLAS | ||||||
| 100 ECK CENTER | NOTRE DAME | IN | 46556 | CHARITABLE | $500 | |
| CHILDREN'S MEDICAL CENTER FOUNDATION | ||||||
| 1935 MEDICAL DISTRICT DRIVE | DALLAS | TX | 75235 | CHARITABLE | $600 | |
| WORLD PEDIATRIC PROJECT | ||||||
| PO BOX 9227 | ST LOUIS | MO | 63117 | CHARITABLE | $1,000 | |
| THE ONE FUND | ||||||
| 18 TREMONT STREET | BOSTON | MA | 02108 | CHARITABLE | $5,000 | SUITE 330 |
| PRESCOTT FIREFIGHTER'S CHARITIES | ||||||
| 220 WEST GOODWIN ST STE 203 | PRESCOTT | AZ | 86301 | CHARITABLE | $5,000 | |
| GREENE GIVING | ||||||
| 941 WEST SECOND STREET | XENIA | OH | 45385 | CHARITABLE | $1,000 | |
| GRANBURY CHURCH OF CHRIST | ||||||
| 1905 WEST PEARL STREET | GRANBURY | TX | 76048 | CHARITABLE | $1,337 | |
| AMERICAN DIABETES ASSOCIATION | ||||||
| 1701 NORTH BEAUREGARD STREET | ALEXANDRIA | VA | 22311 | CHARITABLE | $738 | |
| STARS SCHOLARSHIP FUND | ||||||
| 3900 NORTH MCCOLL ROAD | MCALLEN | TX | 78501 | CHARITABLE | $5,000 | |
| AIM FOR SEVA | ||||||
| PO BOX 639 | SAYLORSBURG | PA | 18353 | CHARITABLE | $450 | |
| MARICOPA COMMUNITY COLLEGE | ||||||
| 2419 WEST 14TH STREET | TEMPE | AZ | 85281 | CHARITABLE | $2,000 | |
| CHARITY WATER | ||||||
| 200 VARICK STREET STE 201 | NEW YORK | NY | 10014 | CHARITABLE | $570 | |
| EMILY'S PLACE | ||||||
| PO BOX 260671 | PLANO | TX | 750260671 | CHARITABLE | $1,500 | |
| (ICS)2 MAINE CHAPTER | ||||||
| 311 PARK PLACE BLVD STE 400 | CLEARWATER | FL | 33759 | CHARITABLE | $1,000 | |
| SWEETSER | ||||||
| 50 MOODY STREET | SACO | ME | 04072 | CHARITABLE | $5,000 | |
| MUSEUM OF CHILDREN'S ART | ||||||
| 103 CHARLTON STREET | NEW YORK | NY | 10014 | CHARITABLE | $50 | |
| FERF | ||||||
| 1250 HEADQUARTERS PLAZA WEST TOWER | MORRISTOWN | NJ | 07960 | CHARITABLE | $250 | |
| THE CENTER FOR GRIEVING CHILDREN | ||||||
| 555 FOREST AVENUE | PORTLAND | ME | 04101 | CHARITABLE | $1,000 | |
| YMCA OF METROPOLITAN DALLAS | ||||||
| 601 NORTH AKARD STREET | DALLAS | TX | 75201 | CHARITABLE | $17,900 | |
| YOUTH RADIO | ||||||
| 1701 BROADWAY | OAKLAND | CA | 94612 | CHARITABLE | $50 | |
| GLENN A SMITH MEMORIAL SCHOLARSHIP FUND | ||||||
| COLLEGE OF PHARMACY THE UNIVERSITY | AUSTIN | TX | 78712 | CHARITABLE | $10,000 | 2409 UNIVERSITY AVENUE STOP A1900 |
| TEAM SACRED HEARTS | ||||||
| 101 WEST 8TH AVENUE | SPOKANE | WA | 99204 | CHARITABLE | $375 | |
| EXCEL ALUMNI ASSOCIATION | ||||||
| CALIFORNIA STATE UNIVERSITY CHICO | CHICO | CA | 959290050 | CHARITABLE | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $190,328 | 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 | $36,314 | 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 | $174,236 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Related Or Exempt Function Incm | $238 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $210,788 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $210,788 | 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 Land Schedule2 InvestmentsLandSchedule2
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 | $1,879,648 | BookValueAmt |
| EOYFMV | $3,863,577 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Revenue And Expenses Per Books | $238 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $238 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TRUSTEE FEES | CategoryTxt |
| Amt | $21,387 | Amt |
| Net Investment Income | $21,387 | NetInvestmentIncomeAmt |
Comments