TYLER FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- TYLER FOUNDATION (EIN 23-7140526)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-05-11
- IRS object ID
- 201111319349101456
- Schema version
- 2010v3.2
- 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
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-11T14:04:45-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Apke & Kimbrell LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1650 Highway 6 Suite 100 | AddressLine1 |
| City | Sugar Land | City |
| State | TX | State |
| ZIP Code | 77478 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-01-01 | 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) |
|---|---|---|
| Name Control | TYLE | NameControl |
| Phone | 9727133700 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5949 Sherry Lane Suite 1400 | AddressLine1 |
| City | Dallas | City |
| State | TX | State |
| ZIP Code | 75225 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Brian K Miller | Name |
| Title | Sr VP/Treasurer | Title |
| Phone | 9727133700 | Phone |
| Date Signed | 2011-05-11 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Gregory M Apke | Name |
| Phone | 2815659220 | Phone |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 2707885 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 28796 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 28796 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 28796 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | 145227 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1014874 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 145227 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 174023 | TotalRevenueAndExpenses |
| Total Net Investment Income | 174023 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 28796 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Adj Net Incm | 0 | CompOfcrDirTrstAdjNetIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 17395 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 17395 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Adj Net Incm | 0 | OtherProfFeesAdjNetIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 156 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 156 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 0 | TaxesAdjNetIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 76 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 76 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 0 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 17627 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 17627 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 165634 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 165634 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 183261 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 17627 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 165634 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -9238 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 156396 | NetInvestmentIncome |
| Adjusted Net Income | 28796 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 24269 | CashBOY |
| Cash EOY | 18786 | CashEOY |
| Cash EOYFMV | 18786 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 59318 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 43381 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 43381 | SavingsAndTempCashInvstEOYFMV |
| Investments Other BOY | 2040247 | InvestmentsOtherBOY |
| Investments Other EOY | 2052717 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 2645718 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 2123834 | TotalAssetsBOY |
| Total Assets EOY | 2114884 | TotalAssetsEOY |
| Total Assets EOYFMV | 2707885 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 2123834 | RetainedEarningsBOY |
| Retained Earnings EOY | 2114884 | RetainedEarningsEOY |
| Total Net Assets BOY | 2123834 | TotalNetAssetsBOY |
| Total Net Assets EOY | 2114884 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 2123834 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 2114884 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 2123834 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -9238 | ExcessOfRevenueOverExpenses |
| Other Increases | 288 | OtherIncreases |
| Subtotal | 2114884 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 2114884 | 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 | 2008-06-18 | DateAcquired |
| Date Sold | 2010-12-31 | DateSold |
| Gross Sales Price | 1014874 | GrossSalesPrice |
| Cost Or Other Basis | 869647 | CostOrOtherBasis |
| Gain Or Loss | 145227 | GainOrLoss |
| Gains Minus Excess Or Losses | 145227 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 145227 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 0 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 141196 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 2135391 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.066122 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 185682 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 2631784 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.070554 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 194605 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 3122712 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.062319 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 50170 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 2834959 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.017697 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 109194 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 2607159 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.041882 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.258574 | TotalDistributionRatio |
| Average Distribution Ratio | 0.051715 | AverageDistributionRatio |
| Net Noncharitable Assets | 2422486 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 125279 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1564 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 126843 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 165634 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 1564 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1564 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1564 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 8666 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 8666 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Overpayment | 7102 | Overpayment |
| Amount Credited To Next Year | 7102 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | TX | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | 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 | 5949 Sherry Lane Suite 1400 | AddressLine1 |
| City | Dallas | City |
| State | TX | State |
| ZIP Code | 75225 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
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 | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| Brian K Miller | ||||||||
| 5949 Sherry Lane Suite 1400 | Dallas | TX | 75225 | Vice President and Treasur | 0.00 | 0 | 0 | 0 |
| Terri L Alford | ||||||||
| 5949 Sherry Lane Suite 1400 | Dallas | TX | 75225 | Secretary | 0.00 | 0 | 0 | 0 |
| John M Yeaman | ||||||||
| 5949 Sherry Lane Suite 1400 | Dallas | TX | 75225 | President Board of Trustee | 0.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | None - Foundation made contributions only to the charities listed. | Description1 |
| Expenses1 | 0 | Expenses1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 2404794 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 54583 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 2459377 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 2459377 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 36891 | CashDeemedCharitable |
| Net Noncharitable Assets | 2422486 | NetNoncharitableAssets |
| Minimum Investment Return | 121124 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 121124 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1564 | TaxBasedOnInvestmentIncome |
| Total Tax | 1564 | TotalTax |
| Distributable Amount Before Adj | 119560 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 119560 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 119560 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 165634 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 165634 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 1564 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 164070 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 119560 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year1 | 15835 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 15835 | TotalExcessDistriCarryover |
| Qualifying Distributions | 165634 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 119560 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 46074 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 61909 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 61909 | ExcessDistriCyovToNextYear |
| Excess From Year1 | 15835 | ExcessFromYear1 |
| Excess From Current Year | 46074 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
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 | 5949 Sherry Lane Suite 1400 | AddressLine1 |
| City | Dallas | City |
| State | TX | State |
| ZIP Code | 75225 | 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 (52 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 | Recipient RelationshipRecipientRelationship |
|---|---|---|---|---|---|---|---|
| ALS Society - ALS Association | |||||||
| 343 Forest Avenue | Portland | ME | 04101 | Charitable | $2,500 | ||
| American Cancer Society | |||||||
| One Bowdoin Mill Island Suite | Topsham | ME | 04086 | Charitable | $2,000 | ||
| American Lung Association | |||||||
| 1170 Old Henderson Road Suite 230 | Columbus | OH | 43220 | Charitable | $1,000 | ||
| Big Brothers Big Sisters - Suncoast | |||||||
| Island Plaza 1010 W Venice Ave Ste | Venice | FL | 34285 | Charitable | $3,000 | 34 | |
| American Heart Association | |||||||
| 51 US Rt One Suite M | Scarborough | ME | 04047 | Charitable | $1,000 | ||
| American Red Cross | |||||||
| PO Box 4002018 | Des Moines | IA | 503402018 | Charitable | $14,000 | ||
| Chef's Showcase Benefiting Camp John Marc - CBRE | |||||||
| 5430 LBJ Freeway Suite 1100 | Dallas | TX | 75240 | Charitable | $5,000 | ||
| Angel Food Ministry at Hope Covenant Church | |||||||
| 1770 S Dobson Road | Chandler | AZ | 85286 | Charitable | $250 | ||
| Circle Ten Council - Boy Scouts of America | |||||||
| 8605 Harry Hines | Dallas | TX | 75235 | charitable | $2,500 | ||
| Cancer Community Center | |||||||
| 778 Maine Street | South Portland | ME | 04106 | Charitable | $1,000 | ||
| Cystic Fibrosis Foundation | |||||||
| 2929 Carlisle Suite 230 | Dallas | TX | 75204 | Charitable | $15,000 | ||
| Dallas Can Academies | |||||||
| 325 W 12th Street Suite 250 | Dallas | TX | 75208 | Educational | $1,000 | ||
| Dallas Providence Homes | |||||||
| 3709 Big Horn Trail | Plano | TX | 75075 | Charitable | $3,000 | ||
| Dream Factory of Maine | |||||||
| PO Box 227 | Westbrook | ME | 04098 | Charitable | $5,000 | ||
| Charity Water | |||||||
| 200 Varick Street Suite 201 | New York | NY | 10014 | Charitable | $201 | ||
| Eastin Elementary Parent Teacher Club | |||||||
| 34901 Eastin Drive | Union City | CA | 94587 | Educational | $250 | ||
| Friends of the Reach School | |||||||
| 135 Ashmont Street | Portland | ME | 04103 | Educational | $1,000 | ||
| Gary Francoeur Memorial Golf Tournament - Maine Community Foundation | |||||||
| 1 Monument Way Suite 200 | Portland | ME | 04101 | Charitable | $7,500 | ||
| Habitat for Humanity | |||||||
| 28 River Sands Drive | Scarborough | ME | 04074 | Charitable | $255 | ||
| Herbert Hoover Boys & Girls Club | |||||||
| 2901 North Grand Avenue | St Louis | MO | 631072608 | Charitable | $1,500 | ||
| Family Place | |||||||
| PO Box 5665 | Lubbock | TX | 79408 | Charitable | $250 | ||
| Irish Road Rover - Benefiting Habitat for Humanity | |||||||
| 28 River Sands Drive | Scarborough | ME | 04074 | Charitable | $5,000 | ||
| Fort Zumwalt Education Foundation | |||||||
| c/o Patti Corum 110 Virgil St | OFallon | MO | 63366 | Educational | $1,750 | ||
| Kappa Kappa Gamma Foundation | |||||||
| 6322 Aberdeen | Dallas | TX | 75230 | Educational | $5,000 | ||
| Grant Halliburton Foundation | |||||||
| 800 E Campbell Road Ste 290 | Ruchardson | TX | 75081 | Educational | $250 | ||
| Hillside Community Church | |||||||
| 5354 Haven Avenue | Rancho Cucamonga | CA | 91737 | Charitable | $1,650 | ||
| Hospice of Dayton | |||||||
| 324 Wilmington Ave | Dayton | OH | 45420 | Charitable | $500 | ||
| National MS Society | |||||||
| 8187 University Blvd Suite B | Clive | IA | 50325 | Charitable | $3,000 | ||
| Junvenile Diabetes Research Foundation | |||||||
| 9400 N Central Expressway Ste 1201 | Dallas | TX | 75231 | Charitable | $5,000 | ` | |
| Notre Dame St Cecilia School | |||||||
| 635 Mary Cliff Road | Dallas | TX | 25208 | Educational | $500 | ||
| Operation Tribute | |||||||
| PO Box 699 | Gorham | ME | 04038 | Charitable | $15,000 | ||
| Jessica Brinker Scholarship Memorial Foundation (James & Gahr Mortuary) | |||||||
| 117 N Seymour Street | St James | MO | 65559 | Educational | $500 | ||
| Lubbock Christian School | |||||||
| 2604 Dover Ave | Lubbock | TX | 79407 | Educational | $10,000 | ||
| Salesmanship Club of Dallas - Byron Nelson | |||||||
| 400 S Zang Blvd Suite 700 | Dallas | TX | 75208 | Charitable | $13,250 | ||
| Mothers Against Drunk Drivers - N Texas | |||||||
| 8585 Stemmons Fry Ste 525 South | Dallas | TX | 75247 | Charitable | $750 | ||
| South Texas Academic Rising Scholars (STARS) | |||||||
| 3900 N McColl Road | McAllen | TX | 78501 | Educational | $5,000 | ||
| Maine Cancer Foundation | |||||||
| PO Box 553 970 Baxter Blvd Ste 204 | Portland | ME | 04112 | Charitable | $1,000 | ||
| St Jude's Children's Research Hospital | |||||||
| 4324 N Beltline RoadSuite C-206 | Irving | TX | 75205 | Charitable | $4,000 | ||
| Susan G Komen Foundation Breast | |||||||
| 7622 Paysphere Circle | Chicago | IL | 60672 | Charitable | $4,338 | ||
| Make A Wish Foundation of Maine | |||||||
| 87 Elm Street Ste 203 | Camden | ME | 04843 | Charitable | $300 | ||
| Miles for Mom | |||||||
| Attn Kim Fieldsm 7116 Wright Drive | Evansville | IN | 47720 | Charitable | $500 | ||
| Prince of Peace Lutheran Church | |||||||
| 4000 Midway Road | Carrollton | TX | 75007 | Charitable | $1,575 | ||
| Texas Stampede | |||||||
| 4809 Cole Avenue Suite 145 | Dallas | TX | 75205 | Educational | $1,560 | ||
| Procyclery - Variety The Children's Charity of Southern Nevada | |||||||
| 3401 Sirius Ave Suite 1 | Las Vegas | NV | 89102 | Charitable | $4,800 | ||
| Red Cross Pakistan | |||||||
| PO Box 4002018 | Des Moines | IA | 503402018 | Charitable | $3,255 | ||
| Trinity Bands Booster Club | |||||||
| 500 N Industrial Blvd | Euless | TX | 76039 | Educational | $450 | ||
| US Lacrosse of North Texas | |||||||
| 1601 Terre Colony Ct | Dallas | TX | 75212 | Educational | $1,000 | ||
| Vogel Alcove | |||||||
| 7557 Rambler Road Suite 262 | Dallas | TX | 75231 | Charitable | $5,000 | ||
| Women in Harmony | |||||||
| PO Box 5136 | Portland | ME | 04101 | Charitable | $1,000 | ||
| West Borough Food Panty | |||||||
| PO Box 502 | Westborough | MA | 01581 | Charitable | $250 | ||
| Windham Baptist Church | |||||||
| 973 River Road | Windham | ME | 04062 | Charitable | $1,500 | ||
| Ysleta Education Foundation | |||||||
| 9600 Sims Drive | El Paso | TX | 799257225 | Educational | $750 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 165634 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 28796 | RelatedOrExemptFunctionIncome |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 145227 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $0 | ExclusionAmount |
| Related Or Exempt Function Income | 174023 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 174023 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps (2 entries)
| Line NumberLineNumber | Relationship StatementRelationshipStatement |
|---|---|
| 4 | Only Source of Funds |
| 8 | Only Source of Funds |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
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 | 2052717 | BookValue |
| EOYFMV | 2645718 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Miscellaneous | Description |
| Revenue And Expenses Per Books | 76 | RevenueAndExpensesPerBooks |
| Net Investment Income | 76 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Miscellaneous | Description |
| Amount | $288 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Trustee Fees | Category |
| Amount | $17,395 | Amount |
| Net Investment Income | 17395 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| Foreign Tax | $156 | 156 | 0 | 0 |
| Federal Income Tax | $0 | 0 | 0 | 0 |
Comments