TYLER FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- TYLER FOUNDATION (EIN 23-7140526)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-10-29
- IRS object ID
- 201323029349100112
- Schema version
- 2012v2.1
- 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
- Land Etc Schedule2
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-10-29T16:36:24-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MONTGOMERY COSCIA GREILICH LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237140526 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Tyler Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % TYLER TECHNOLOGIES INC | InCareOfName |
| Name Control | TYLE | NameControl |
| Phone | 9727133700 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Terri Alford | Name |
| Title | Controller | Title |
| Phone | 9727133700 | Phone |
| Date Signed | 2013-08-09 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DEANA PIPPINS | Name |
| Phone | 9727480300 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | X | AddressChange |
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 2960486 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 0 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 37086 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 37086 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 37086 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | 89455 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 496616 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 89455 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 1021 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 1021 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 127562 | TotalRevenueAndExpenses |
| Total Net Investment Income | 127562 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 37086 | TotalAdjustedNetIncome |
| Other Prof Fees Rev And Expnss | 18671 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 18671 | OtherProfFeesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 18671 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 18671 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 178858 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 178858 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 197529 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 18671 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 178858 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -69967 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 108891 | NetInvestmentIncome |
| Adjusted Net Income | 37086 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 73705 | CashBOY |
| Cash EOY | 82972 | CashEOY |
| Cash EOYFMV | 82972 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 45069 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 46221 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 46221 | SavingsAndTempCashInvstEOYFMV |
| Accounts Receivable | 0 | AccountsReceivable |
| Accounts Receivable BOY | 50808 | AccountsReceivableBOY |
| Accounts Receivable EOY | 0 | AccountsReceivableEOY |
| Accounts Receivable EOYFMV | 0 | AccountsReceivableEOYFMV |
| Investments Other BOY | 1926609 | InvestmentsOtherBOY |
| Investments Other EOY | 1935320 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 2831293 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 2096191 | TotalAssetsBOY |
| Total Assets EOY | 2064513 | TotalAssetsEOY |
| Total Assets EOYFMV | 2960486 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 0 | AccountsPayableBOY |
| Accounts Payable EOY | 13375 | AccountsPayableEOY |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 13375 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 2096191 | RetainedEarningsBOY |
| Retained Earnings EOY | 2051138 | RetainedEarningsEOY |
| Total Net Assets BOY | 2096191 | TotalNetAssetsBOY |
| Total Net Assets EOY | 2051138 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 2096191 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 2064513 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 2096191 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -69967 | ExcessOfRevenueOverExpenses |
| Other Increases | 24914 | OtherIncreases |
| Subtotal | 2051138 | Subtotal |
| Total Net Assets Fund Balances EOY | 2051138 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | EQUITY SECURITIES | DescriptionOfAsset |
| How Acquired | P | HowAcquired |
| Date Acquired | 2001-08-27 | DateAcquired |
| Date Sold | 2012-12-31 | DateSold |
| Gross Sales Price | 505370 | GrossSalesPrice |
| Cost Or Other Basis | 415915 | CostOrOtherBasis |
| Gain Or Loss | 89455 | GainOrLoss |
| Gains Minus Excess Or Losses | 89455 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 89455 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 144615 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 2602862 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.05556 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 164070 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 2422486 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.067728 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 141196 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 2135391 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.066122 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 185682 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 2631784 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.070554 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 194605 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 3122712 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.062319 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.322283 | TotalDistributionRatio |
| Average Distribution Ratio | 0.064457 | AverageDistributionRatio |
| Net Noncharitable Assets | 2715842 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 175055 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1089 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 176144 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 178858 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 1089 | InvestmentIncomeExciseTax |
| Subtotal | 1089 | Subtotal |
| Tax Based On Investment Income | 1089 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 4584 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 4584 | TotalCreditsAndPayments |
| Overpayment | 3495 | Overpayment |
| Amount Credited To Next Year | 0 | AmountCreditedToNextYear |
| Amount To Be Refunded | 3495 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | TX | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TYLER TECHNOLOGIES INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 9727133700 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| 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 Charitable Acty | SummaryOfDirectCharitableActy | |
| Sum Of Program Related Investments | SumOfProgramRelatedInvestments |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 2681836 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 75364 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 2757200 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 2757200 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 41358 | CashDeemedCharitable |
| Net Noncharitable Assets | 2715842 | NetNoncharitableAssets |
| Minimum Investment Return | 135792 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 135792 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1089 | TaxBasedOnInvestmentIncome |
| Total Tax | 1089 | TotalTax |
| Distributable Amount Before Adj | 134703 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 134703 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 134703 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 178858 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 0 | AmountsPaidAcqCharitableAssets |
| Amounts Set Aside Suitability Test | 0 | AmountsSetAsideSuitabilityTest |
| Amounts Set Aside Cash Distri Test | 0 | AmountsSetAsideCashDistriTest |
| Qualifying Distributions | 178858 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 1089 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 177769 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 134703 | DistributableAmountAsAdjusted |
| Prior Year1 | 2010 | PriorYear1 |
| Prior Year2 | 2009 | PriorYear2 |
| Prior Year3 | 2008 | PriorYear3 |
| Excess Distri Carryover Year3 | 15835 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 46074 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 16990 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 78899 | TotalExcessDistriCarryover |
| Qualifying Distributions | 178858 | QualifyingDistributions |
| Applied To Current Year | 134703 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 44155 | RemainingDistriFromCorpus |
| Total Corpus | 123054 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 123054 | ExcessDistriCyovToNextYear |
| Excess From Year3 | 15835 | ExcessFromYear3 |
| Excess From Year2 | 46074 | ExcessFromYear2 |
| Excess From Year1 | 16990 | ExcessFromYear1 |
| Excess From Current Year | 44155 | ExcessFromCurrentYear |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundations |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManager |
| Shareholder Manager | NONE | ShareholderManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | TERRI ALFORD | RecipientName |
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 Number | 9727133700 | RecipientPhoneNumber |
| Form And Info And Materials | NO STANDARD FORM | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | NONE | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (59 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 | Address Line1RecipientForeignAddress/AddressLine1 | CityRecipientForeignAddress/City | Province Or StateRecipientForeignAddress/ProvinceOrState | CountryRecipientForeignAddress/Country | Postal CodeRecipientForeignAddress/PostalCode |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | |||||||||||
| 8900 JOHN W CARPENTER FWY | DALLAS | TX | 75247 | CHARITABLE | $7,990 | ||||||
| AMERICAN HEART ASSOCIATION | |||||||||||
| 51 US RT ONE STE M | SCARBOROUGH | ME | 04047 | CHARITABLE | $2,000 | ||||||
| AMERICAN LUNG ASSOCIATION | |||||||||||
| 1170 OLD HENDERSON ROAD STE 230 | COLUMBUS | OH | 43220 | CHARITABLE | $500 | ||||||
| AMERICAN LUNG ASSOCIATION OF NEW ENGLAND | |||||||||||
| 460 TOTTEN POND RD 400 | WALTHAM | MA | 02451 | CHARITABLE | $600 | ||||||
| AMERICAN RED CROSS | |||||||||||
| PO BOX 4002018 | DES MOINES | IA | 503402018 | CHARITABLE | $7,525 | ||||||
| AUSTIN STREET CENTER | |||||||||||
| 2929 HICKORY STREET | DALLAS | TX | 75226 | CHARITABLE | $1,000 | ||||||
| BARBARA BUSH CHILDREN'S HOSPITAL | |||||||||||
| 22 BRAMHILL STREET | PORTLAND | ME | 04102 | CHARITABLE | $500 | ||||||
| BOY SCOUTS OF AMERICA - CIRCLE TEN COUNCIL | |||||||||||
| 8605 HARRY HINES | DALLAS | TX | 75235 | CHARITABLE | $250 | ||||||
| BOYS & GIRLS CLUBS OF GREATER ST LOUIS | |||||||||||
| 2901 NORTH GRAND AVE | ST LOUIS | MO | 631072608 | CHARITABLE | $1,500 | ||||||
| CAMP SUNSHINE | |||||||||||
| 35 ACADIA ROAD | CASCO | ME | 04015 | CHARITABLE | $8,000 | ||||||
| CARE & SHARE FOOD BANK | |||||||||||
| 2605 PREAMBLE POINT | COLORADO SPRINGS | CO | 80915 | CHARITABLE | $605 | ||||||
| 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 | $1,500 | ||||||
| DALLAS PROVIDENCE HOMES | |||||||||||
| 3709 BIG HORN TRAIL | PLANO | TX | 75075 | CHARITABLE | $10,000 | ||||||
| DREAM FACTORY OF MAINE | |||||||||||
| PO BOX 227 | WESTBROOK | ME | 04098 | CHARITABLE | $5,000 | ||||||
| FAMILIES HELPING FAMILIES | |||||||||||
| 825 LYNDHURST COURT | NAPERVILLE | IL | 60563 | CHARITABLE | $1,237 | ||||||
| FINANCIAL EXEC INSTITUTE | |||||||||||
| 1250 HEADQUARTERS PLAZA | MORRISTOWN | NJ | 07960 | EDUCATIONAL | $250 | 7TH FLOOR | |||||
| 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 | $5,000 | ||||||
| HABITAT FOR HUMANITY OF GREATER PORTLAND | |||||||||||
| 28 RIVER SANDS DRIVE | SCARBOROUGH | ME | 04074 | CHARITABLE | $5,000 | ||||||
| HEART AND STROKE FOUNDATION OF CANADA | |||||||||||
| CHARITABLE | $250 | 222 QUEEN STREET STE 1402 | OTTAWA | ONTARTIO | CA | K1P 5V9 | |||||
| JUNIOR LEAGUE OF PORTLAND | |||||||||||
| ONE CITY CENTER STE 1-105 | PORTLAND | ME | 04101 | CHARITABLE | $250 | ||||||
| KAPPA KAPPA GAMMA FOUNDATION | |||||||||||
| 6322 ABERDEEN | DALLAS | TX | 75230 | CHARITABLE | $3,000 | ||||||
| LONE STAR WIND ORCHESTRA | |||||||||||
| PO BOX 803042 | DALLAS | TX | 75380 | CHARITABLE | $250 | ||||||
| MAINE BASEBALL HALL OF FAME | |||||||||||
| PO BOX 1062 | YARMOUTH | ME | 04096 | CHARITABLE | $5,000 | ||||||
| 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 | ||||||
| MAKE A WISH FOUNDATION OF MAINE | |||||||||||
| 87 ELM STREET STE 203 | CAMDEN | ME | 04843 | CHARITABLE | $6,000 | ||||||
| MARCH OF DIMES | |||||||||||
| 1275 MAMARONECK AVE | WHITE PLAINS | NY | 10605 | CHARITABLE | $9,750 | ||||||
| MATTHEWS-DICKEY BOYS & GIRLS CLUB | |||||||||||
| 4245 N KINGS HWY BLVS | ST LOUIS | MO | 63115 | CHARITABLE | $600 | ||||||
| NAMI WALK IOWA | |||||||||||
| 5911 MEREDITH DRIVE STE E | DES MOINES | IA | 503221903 | CHARITABLE | $500 | ||||||
| NATIONAL MS SOCIETY | |||||||||||
| 8187 UNIVERSITY BLVD STE B | CLIVE | IA | 50325 | CHARITABLE | $3,000 | ||||||
| OPERATION TRIBUTE | |||||||||||
| PO BOX 699 | GORHAM | ME | 04038 | CHARITABLE | $15,000 | ||||||
| OKLAHOMA STATE UNIVERSITY FOUNDATION | |||||||||||
| 400 S MONROE | STILLWATER | OK | 740761749 | EDUCATIONAL | $5,000 | PO BOX 1749 | |||||
| PAN-MASS CHALLENGE | |||||||||||
| 77 FOURTH AVE | NEEDHAM | MA | 02494 | CHARITABLE | $1,000 | ||||||
| PREBLE STREET | |||||||||||
| 65 ELM ST | PORTLAND | ME | 04101 | CHARITABLE | $5,000 | ||||||
| PRINCE OF PEACE LUTHERAN CHURCH | |||||||||||
| 4000 MIDWAY ROAD | CARROLLTON | TX | 75007 | CHARITABLE | $3,100 | ||||||
| SAILMAINE | |||||||||||
| 58 FORE STREET | PORTLAND | ME | 04101 | CHARITABLE | $500 | ||||||
| SALESMANSHIP CLUB OF DALLAS | |||||||||||
| 400 S ZANG BLVD STE 700 | DALLAS | TX | 75208 | CHARITABLE | $13,500 | ||||||
| SEARCH DOG FOUNDATION | |||||||||||
| 501 E OJAI AVE | OJAI | CA | 93023 | CHARITABLE | $2,000 | ||||||
| SHALLOWATER EDUCATION FOUNDATION | |||||||||||
| 1100 AVE K | SHALLOWWATER | TX | 79363 | EDUCATIONAL | $1,500 | ||||||
| SHAPE UP AMERICA | |||||||||||
| 14902 PRESTON ROAD | DALLAS | TX | 75254 | CHARITABLE | $2,261 | ||||||
| SOUTH PLAINS FOOD BANK | |||||||||||
| 4612 LOCUST AVE | LUBBOCK | TX | 79404 | CHARITABLE | $1,250 | ||||||
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||||||
| 4324 N BELTLINE ROAD STE C206 | IRVING | TX | 75205 | CHARITABLE | $4,000 | ||||||
| SOUTH TEXAS ACADEMIC RISING SCHOLARS (STARS) | |||||||||||
| 3900 N MCCOLL ROAD | MCALLEN | TX | 78501 | EDUCATIONAL | $5,000 | ||||||
| TEXAS PARKS & WILDLIFE FOUNDATION | |||||||||||
| 1901 N AKARD ST | DALLAS | TX | 75201 | CHARITABLE | $5,000 | ||||||
| TEXAS TECH FOUNDATION | |||||||||||
| PO BOX 41081 | LUBBOCK | TX | 794091081 | EDUCATIONAL | $3,750 | ||||||
| THE ALS ASSOCIATION | |||||||||||
| 1275 K STREET NW STE 250 | WASHINGTON | DC | 20005 | CHARITABLE | $200 | ||||||
| THE CHURCH OF CHRIST RUIDOSO | |||||||||||
| 415 SUDDERTH DRIVE | RUIDOSO | NM | 88345 | CHARITABLE | $445 | ||||||
| THE FAMILY PLACE | |||||||||||
| PO BOX 5665 | LUBBOCK | TX | 79408 | CHARITABLE | $250 | ||||||
| THE LEUKEMIA & LYMPHOMA SOCIETY OF CANADA | |||||||||||
| CHARITABLE | $250 | 2 LANSING SQUARE STE 804 | TORONTO | ONTARIO | CA | M2J 4PB | |||||
| THE PATRICK DEMPSEY CENTER FOR CANCER | |||||||||||
| 29 LOWELL ST | LEWISTON | ME | 04240 | CHARITABLE | $1,000 | ||||||
| TOUR DE CURE - AMERICAN DIABETES ASSOCIATION | |||||||||||
| 1701 N BEAUREGARD | ALEXANDRIA | VA | 22311 | CHARITABLE | $250 | ||||||
| US FRIENDS OF DAVID SHELDRICK WILDLIFE TRUST | |||||||||||
| CHARITABLE | $250 | PO BOX 15555 | NAIROBI | MBAGATHI | KE | 00503 | |||||
| VOGEL ALCOVE | |||||||||||
| 7557 RAMBLER ROAD STE 262 | DALLAS | TX | 75231 | CHARITABLE | $5,000 | ||||||
| YARMOUTH HISTORICAL SOCIETY | |||||||||||
| 118 EAST ELM STREET | YARMOUTH | ME | 04096 | CHARITABLE | $5,000 | PO BOX 107 | |||||
| YMCA - CUMBERLAND COUNTY | |||||||||||
| 70 FOREST AVE | PORTLAND | ME | 04101 | CHARITABLE | $1,000 | ||||||
| BBHH WOMEN'S COUNCIL | |||||||||||
| PO BOX 565846 | DALLAS | TX | 75356 | CHARITABLE | $2,500 | ||||||
| OPEN BIBLE CHURCH | |||||||||||
| 1224 HANCOCK DRIVE | BOONE | IA | 50036 | CHARITABLE | $720 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 178858 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Agencies | FeesContractsFromGovtAgencies | |
| Membership Dues And Assessments | MembershipDuesAndAssessments | |
| Int On Savings And Temp Cash Invst | IntOnSavingsAndTempCashInvst |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 37086 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Incm Re Debt Fincd Prop | NetRentalIncmReDebtFincdProp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Incm Personal Property | NetRentalIncmPersonalProperty | |
| Other Investment Income Part VII | OtherInvestmentIncomePartVII |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 89455 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS | Description |
| Related Or Exempt Function Income | 1021 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 127562 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 127562 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Depreciation Schedule DepreciationSchedule
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | EQUITY SECURITIES | CategoryOrItem |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMV |
| Book Value | 1935320 | BookValue |
| EOYFMV | 2831293 | EOYFMV |
Land Etc Schedule2 LandEtcSchedule2
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS | Description |
| Revenue And Expenses Per Books | 1021 | RevenueAndExpensesPerBooks |
| Net Investment Income | 1021 | NetInvestmentIncome |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PRIOR YEAR ADJUSTMENT | Description |
| Amount | $24,914 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TRUSTEE FEES | Category |
| Amount | $18,671 | Amount |
| Net Investment Income | 18671 | NetInvestmentIncome |
Comments