TYLER FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- TYLER FOUNDATION (EIN 23-7140526)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-07-30
- IRS object ID
- 202612119349101566
- Schema version
- 2025v4.2
- 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
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-07-30T16:44:49-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Andersen Tax LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5420 LBJ Freeway Lincoln Center II | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75240 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237140526 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TYLER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % TYLER TECHNOLOGIES INC | InCareOfNm |
| Business Name Control | TYLE | BusinessNameControlTxt |
| Phone | 9727133700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5101 TENNYSON PARKWAY | AddressLine1Txt |
| City | PLANO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75024 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRIAN MILLER | PersonNm |
| Person Title | TEASURER | PersonTitleTxt |
| Phone | 9727133700 | PhoneNum |
| Signature | 2026-04-15 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Mike Kollman | PreparerPersonNm |
| PTIN | P02479345 | PTIN |
| Phone | 9727554750 | PhoneNum |
| Preparation | 2026-04-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,575,136 | 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 | $72,200 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $72,200 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $72,200 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $445,662 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $910,497 | GrossSalesPriceAmt |
| Total Rev And Expnss | $517,862 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $72,200 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $72,200 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $36,093 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $36,093 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,250 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,250 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $198 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $198 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $37,541 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $37,541 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $396,893 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $396,893 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $434,434 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $37,541 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $396,893 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $83,428 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $34,659 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $72,200 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $22,339 | CashBOYAmt |
| Cash EOY | $337,748 | CashEOYAmt |
| Cash EOYFMV | $337,748 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $57,693 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $12,821 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $12,821 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $2,212,904 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,014,545 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,224,567 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,292,936 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,365,114 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,575,136 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $14,000 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $2,750 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $14,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,750 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $6,604,011 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,572,385 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,604,011 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,572,385 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,618,011 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,575,135 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,604,011 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $83,428 | ExcessRevenueOverExpensesAmt |
| Subtotal | $6,687,439 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $6,687,439 | TotNetAstOrFundBalancesEOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cap Gains Loss Tx Invst Incm Detail | CapGainsLossTxInvstIncmDetail |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $482 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $482 | SubtotalAmt |
| Tax Based On Investment Income | $482 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,228 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $1,228 | TotalPaymentsAndCreditsAmt |
| Overpayment | $746 | OverpaymentAmt |
| Applied To ES Tax | $746 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TYLER TECHNOLOGIES INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9727133700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5101 TENNYSON PARKWAY | AddressLine1Txt |
| City | PLANO | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75024 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Brian K Miller | ||||||||
| 5101 TENNYSON PARKWAY | Plano | TX | 75024 | Treasurer & Asst. Secretary | 0 | $0 | $0 | $0 |
| H Lynn Moore Jr | ||||||||
| 5101 TENNYSON PARKWAY | Plano | TX | 75024 | President | 0 | $0 | $0 | $0 |
| Samantha B Crosby | ||||||||
| 5101 TENNYSON PARKWAY | Plano | TX | 75024 | Secretary | 0 | $0 | $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 | $6,309,126 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $85,288 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,394,414 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,394,414 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $95,916 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,298,498 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $314,925 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $314,925 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $482 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $482 | TotalTaxAmt |
| Distributable Before Adj | $314,443 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $314,443 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $314,443 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $396,893 | 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 | $396,893 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $314,443 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2023 | PriorYear1Yr |
| Prior Year2 | 2022 | PriorYear2Yr |
| Prior Year3 | 2021 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $147,943 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $69,877 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $17,973 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $89,602 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $325,395 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $396,893 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $314,443 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $82,450 | RemainingDistriFromCorpusAmt |
| Total Corpus | $407,845 | TotalCorpusAmt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $147,943 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $259,902 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $69,877 | ExcessFromYear3Amt |
| Excess From Year2 | $17,973 | ExcessFromYear2Amt |
| Excess From Year1 | $89,602 | ExcessFromYear1Amt |
| Excess From Current Year | $82,450 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (93 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| Code Enforcement Officer Safety Foundation | |||||||
| PO Box 720 | Lake Elsinore | CA | 92531 | NC | Charitable | $5,000 | |
| Dallas Alumnae Association Kappa Kappa Gamma Found | |||||||
| PO Box 12362 | Dallas | TX | 75225 | NC | Charitable | $5,145 | |
| Dempsey Center | |||||||
| PO Box 277 | Auburn | ME | 04212 | NC | Charitable | $4,800 | |
| Dream Factory Of Maine | |||||||
| PO Box 702 | Gorham | ME | 04038 | NC | Charitable | $6,000 | |
| Exodus Refugee Immigration | |||||||
| 2457 E Washington Street Suite A | Indianapolis | IN | 46201 | NC | Charitable | $500 | |
| FERF | |||||||
| 89 Headquarters Plaza Ste 1462 | Morristown | NJ | 07960 | NC | Charitable | $1,000 | |
| Fred Hutch Obliteride | |||||||
| 1100 Fairview Ave N Mail Stop L | Seattle | WA | 98109 | NC | Charitable | $1,000 | |
| Genesis Women's Shelter | |||||||
| 2023 Lucas Drive | Dallas | TX | 75219 | NC | Charitable | $5,000 | |
| Habitat For Humanity | |||||||
| 322 West Lamar Street | Americus | GA | 317093543 | NC | Charitable | $5,000 | |
| Hope In The Streets | |||||||
| PO Box 458 | Belton | MO | 64012 | NC | Charitable | $4,765 | |
| Jason Taylor Foundation | |||||||
| 10380 W State Road 84 Unit 11 | Davie | FL | 33324 | NC | Charitable | $5,000 | |
| Junior Achievement Of Maine | |||||||
| 565 Congress St 306 | Portland | ME | 04101 | NC | Charitable | $22,500 | |
| KyleCares | |||||||
| 4 East Spring Street | North Attleboro | MA | 02760 | NC | Charitable | $5,000 | |
| Live2Serve | |||||||
| 102 Emerald Ln | Dover | NH | 03820 | NC | Charitable | $400 | |
| Maine Cancer Foundation | |||||||
| 170 US Route 1 Ste 250 | Falmouth | ME | 041052152 | NC | Charitable | $2,250 | |
| Maine Marathon | |||||||
| PO Box 10836 | Portland | ME | 04104 | NC | Charitable | $2,250 | |
| Make-A-Wish Maine | |||||||
| 66 Mussey Road | Scarborough | ME | 04074 | NC | Charitable | $10,000 | |
| Making Strides Against Breast Cancer | |||||||
| 270 Peachtree St NW Suite 1300 | Atlanta | GA | 30303 | NC | Charitable | $2,250 | |
| March Of Dimes March For Babies | |||||||
| PO Box 5141 | Boone | IA | 50950 | NC | Charitable | $5,000 | |
| Megan Meier Foundation | |||||||
| 910 Jefferson Street | Saint Charles | MO | 63301 | NC | Charitable | $2,500 | |
| Mitchell Institute | |||||||
| 75 Washington Avenue Suite 2E | Portland | ME | 04101 | NC | Charitable | $15,000 | |
| National Law Enforcement Officers Memorial Fund | |||||||
| 444 E Street | Washington | DC | 20001 | NC | Charitable | $10,000 | |
| Portland Trails Adopt-a-Trial | |||||||
| 38 Diamond Street | Portland | ME | 04101 | NC | Charitable | $3,000 | |
| Riding To The Top | |||||||
| 14 Lilac Dr | Windham | ME | 04062 | NC | Charitable | $500 | |
| Ronald McDonald House Charities Of Maine | |||||||
| 250 Brackett Street | Portland | ME | 04102 | NC | Charitable | $5,000 | |
| Salesmanship Club Charitable Golf Of Dallas | |||||||
| 106 E 10th St Suite 200 | Dallas | TX | 75203 | NC | Charitable | $12,500 | |
| Sean M Walsh K-9 Memorial Foundation | |||||||
| PO Box 5062 | San Jose | CA | 95150 | NC | Charitable | $8,000 | |
| St Jude Children's Research Hospital | |||||||
| 501 St Jude Place | Memphis | TN | 38105 | NC | Charitable | $7,500 | |
| Sweetser | |||||||
| 50 Moody Street | Saco | ME | 04072 | NC | Charitable | $2,500 | |
| The Gathering Place | |||||||
| PO Box 171 | Brunswick | ME | 04011 | NC | Charitable | $2,500 | |
| The Giving Grove | |||||||
| 300 E 39th St Ste LL1D | Kansas City | MO | 64111 | NC | Charitable | $2,500 | |
| Travis Mills Foundation | |||||||
| 647 Castle Island Road | Mt Vernon | ME | 04352 | NC | Charitable | $5,000 | |
| GREATER LA TRIPLE CROWN 5K SERIES | |||||||
| 25 Briarcliff Knoll | Auburn | ME | 04210 | NC | Charitable | $250 | |
| University Of Maine Foundation | |||||||
| Two Alumni Place | Orono | ME | 04469 | NC | Charitable | $5,000 | |
| Vogel Alcove | |||||||
| 1738 Gano St | Dallas | TX | 75215 | NC | Charitable | $5,000 | |
| WillPower Community Foundation | |||||||
| PO Box 760 | Dripping Springs | TX | 78620 | NC | Charitable | $300 | |
| 911 Day | |||||||
| 5151 California Avenue Suite 100 | Irvine | CA | 92617 | NC | Charitable | $10,000 | |
| American Cancer Society | |||||||
| PO Box 6704 | Hagerstown | MD | 21741 | NC | Charitable | $1,250 | |
| American Lung Association - Trek Across Maine | |||||||
| 122 State Street Suite 202 | Augusta | ME | 04330 | NC | Charitable | $500 | |
| American Red Cross | |||||||
| 431 18th Street NW | Washington | DC | 200065310 | NC | Charitable | $20,000 | |
| Autism Society Of Maine | |||||||
| 72 Main St STE B | Winthrop | ME | 04364 | NC | Charitable | $2,250 | |
| Barbara Bush Children's Hospital | |||||||
| 22 Bramhall Street | Portland | ME | 04102 | NC | Charitable | $12,500 | |
| Both Ends Believing | |||||||
| 4516 Lovers Ln 159 | Dallas | TX | 75225 | NC | Charitable | $25,000 | |
| Boys & Girls Clubs Of Southern Maine | |||||||
| PO Box 7830 | Portland | ME | 04112 | NC | Charitable | $10,000 | |
| Grant Halliburton Foundation | |||||||
| 106 E 10th St Suite 200 | Dallas | TX | 75247 | NC | Charitable | $7,500 | |
| Alaska Business Development Center | |||||||
| 840 K Street Suite 202 | Anchorage | AK | 99501 | NC | Charitable | $1,000 | |
| Alliance 180 | |||||||
| PO Box 194 | Saratoga Springs | NY | 12866 | NC | Charitable | $1,000 | |
| American Heart Association | |||||||
| 7272 Greenville Ave | Dallas | TX | 75231 | NC | Charitable | $7,250 | |
| Big Brothers Big Sisters LoneStar | |||||||
| 5001 LBJ Freeway Suite 450 | Dallas | TX | 75244 | NC | Charitable | $5,000 | |
| Building Steam | |||||||
| 1116 Furys Ferry Rd | Evans | GA | 30809 | NC | Charitable | $1,500 | |
| Cal Fire Foundation | |||||||
| 1780 Creekside Oaks Drive | Sacramento | CA | 95833 | NC | Charitable | $5,000 | |
| Cancer Support Community North Texas | |||||||
| 12404 Park Central Drive Suite 275 | Dallas | TX | 75251 | NC | Charitable | $250 | |
| Communities Foundation Of Texas | |||||||
| 5500 Caruth Haven Lane | Dallas | TX | 75225 | NC | Charitable | $1,000 | |
| Community Foundation Of The Texas Hill Country | |||||||
| 241 Earl Garrett Street | Kerrville | TX | 78028 | NC | Charitable | $2,000 | |
| Deborah's Place | |||||||
| 2822 W Jackson Blvd | Chicago | IL | 60612 | NC | Charitable | $1,000 | |
| Denver Urban Gardens | |||||||
| 1031 33rd Street Suite 100 | Denver | CO | 80205 | NC | Charitable | $5,000 | |
| Down Syndrome Association Of Central Florida | |||||||
| 204 N Wymore Road | Winter Park | FL | 32789 | NC | Charitable | $2,250 | |
| Educate Maine | |||||||
| 482 Congress St 303 | Portland | ME | 04101 | NC | Charitable | $5,000 | |
| Empowered Narratives | |||||||
| 12515 Degas Ln | Dallas | TX | 75230 | NC | Charitable | $500 | |
| Falmouth Memorial Library | |||||||
| 5 Lunt Road | Falmouth | ME | 04105 | NC | Charitable | $2,500 | |
| Feeding America | |||||||
| 161 North Clark Street Chicago | Chicago | IL | 60601 | NC | Charitable | $5,000 | Suite 700 |
| First Aid Concepts | |||||||
| 6707 NE 117th Ave Suite B-101 | Vancouver | WA | 98662 | NC | Charitable | $3,983 | |
| Friends Of Scouting Circle Ten Council | |||||||
| PO Box 152079 | Irving | TX | 75015 | NC | Charitable | $500 | |
| Hidden Pastures | |||||||
| 1512 Elm Dr | Wylie | TX | 75098 | NC | Charitable | $2,500 | |
| Home Of Hope | |||||||
| 226 W Dwain Willis Ave | Vinita | OK | 74301 | NC | Charitable | $2,500 | |
| Honor Flight Of The Cape Fear Area | |||||||
| 310 N Front St 292 | Wilmington | NC | 28401 | NC | Charitable | $500 | |
| Idaho Food Bank | |||||||
| 3630 E Commercial Court | Meridian | ID | 83642 | NC | Charitable | $1,500 | |
| Lasagna Love | |||||||
| 23 Cole Ave | Williamstown | MA | 01267 | NC | Charitable | $1,000 | |
| Maine Baseball Hall Of Fame | |||||||
| 271 Park Avenue | Portland | ME | 04102 | NC | Charitable | $5,000 | |
| Maine Discovery Museum | |||||||
| 74 Main St | Bangor | ME | 04401 | NC | Charitable | $7,500 | |
| Make A Wish - Illinois | |||||||
| 200 W Monroe Street Suite 1801 | Chicago | IL | 60606 | NC | Charitable | $1,000 | |
| Man Up Crusade | |||||||
| PO Box 1922 | Nampa | ID | 83653 | NC | Charitable | $1,500 | |
| National Down Syndrome Society | |||||||
| 1155 15th Street NW Suite 540 | Washington | DC | 20005 | NC | Charitable | $500 | |
| New Friends New Life | |||||||
| PO Box 192378 | Dallas | TX | 75219 | NC | Charitable | $5,000 | |
| Northland Christmas Store | |||||||
| PO Box 28403 | Kansas City | MO | 64188 | NC | Charitable | $250 | |
| OnRamp | |||||||
| 1623 Villanova Dr | Richardson | TX | 75081 | NC | Charitable | $5,000 | |
| Parkinson's Moving Day | |||||||
| 3081 Olympus Blvd | Coppell | TX | 75019 | NC | Charitable | $500 | |
| PAWS For Service | |||||||
| PO Box 781901 | San Antonio | TX | 78278 | NC | Charitable | $1,000 | |
| Pine Tree Council Scouting America | |||||||
| 146 Plains Road | Raymond | ME | 04071 | NC | Charitable | $2,000 | |
| Preble Street | |||||||
| 55 Portland Street | Portland | ME | 04101 | NC | Charitable | $1,500 | |
| Prisma Health Upstate Foundation | |||||||
| 300 E McBee Ave Suite 401 | Greenville | SC | 29601 | NC | Charitable | $250 | |
| Round Rock Police Foundation | |||||||
| PO BOX 424 | Round Rock | TX | 78680 | NC | Charitable | $1,000 | |
| Saco Lodge #9 | |||||||
| 255 Main Street | Saco | ME | 04072 | NC | Charitable | $1,000 | |
| San Antonio Food Bank | |||||||
| 5200 Historic Old Hwy 90 W | San Antonio | TX | 78227 | NC | Charitable | $15,000 | |
| Santana Village Park | |||||||
| 317 Court Street Suite 203 | Salem | OR | 97301 | NC | Charitable | $500 | |
| Sarah's House Of Maine | |||||||
| 346 Main Rd | Holden | ME | 04429 | NC | Charitable | $2,500 | |
| Springfield Parks Foundation | |||||||
| 2500 S 11th Street | Springfield | IL | 62703 | NC | Charitable | $1,000 | |
| The Maine Women's Conference | |||||||
| PO Box 1605 | Portland | ME | 04104 | NC | Charitable | $8,000 | |
| UMaine Cybersecurity Education Fund | |||||||
| Two Alumni Place | Orono | ME | 04469 | NC | Charitable | $1,000 | |
| VAN BUREN COUNTY RESERVE OFFICER FOUNDATION | |||||||
| 205 S Kalamazoo St | Paw Paw | MI | 49079 | NC | Charitable | $1,000 | |
| Wings Of Refuge Swing For Freedom | |||||||
| PO Box 2455 | Ames | IA | 50010 | NC | Charitable | $2,000 | |
| WinterKids | |||||||
| 506 Main St Suite 24A | Westbrook | ME | 04092 | NC | Charitable | $4,750 | |
| Yarmouth Steam Boosters | |||||||
| 220 McCartney St | Yarmouth | ME | 04096 | NC | Charitable | $1,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $396,893 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Grant Halliburton Foundation | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 Pegasus Park Dr Suite 750 | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75247 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | NC | RecipientFoundationStatusCd |
| Grant Or Contribution Purpose | Charitable | GrantOrContributionPurposeTxt |
| Amt | $7,500 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $7,500 | TotalGrantOrContriApprvFutAmt |
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 |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $72,200 | 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 Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $445,662 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $517,862 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $517,862 | 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
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (5 entries)
| AssetAssetDesc | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|
| JAN LT | $210,823 | $116,966 | $93,857 |
| FEB | $135,201 | $43,554 | $91,647 |
| MAY | $148,526 | $95,543 | $52,983 |
| NOV | $379,947 | $172,657 | $207,290 |
| JAN ST | $36,000 | $36,115 | -$115 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CHARLES SCHWAB EQUITITIES | FMV | $1,830,443 | $5,963,333 |
| CHARLES SCHWAB EQ FUNDS | FMV | $184,102 | $261,234 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS EXP | Desc |
| Revenue And Expenses Per Books | $198 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $198 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER FEES | CategoryTxt |
| Amt | $36,093 | Amt |
| Net Investment Income | $36,093 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL INCOME TAX | CategoryTxt |
| Amt | $1,250 | Amt |
| Net Investment Income | $1,250 | NetInvestmentIncomeAmt |
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