MERITAGE CARES FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- MERITAGE CARES FOUNDATION (EIN 46-5059067)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-01
- IRS object ID
- 202641219349102209
- Schema version
- 2025v4.1
- 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
- Schedule B
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-01T15:22:59-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341884125 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4722 N 24TH ST STE 300 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85016 | 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 | 465059067 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MERITAGE CARES FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MERI | BusinessNameControlTxt |
| Phone | 4805158000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18655 NORTH CLARET DRIVE 400 | AddressLine1Txt |
| City | SCOTTSDALE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85255 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD REES | PersonNm |
| Person Title | VP - TAXATION | PersonTitleTxt |
| Phone | 4805158000 | PhoneNum |
| Signature | 2026-04-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KRISTEN M BASS | PreparerPersonNm |
| PTIN | P01247587 | PTIN |
| Phone | 6022646835 | PhoneNum |
| Preparation | 2026-04-29 | 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 | $1,948,600 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,611,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $78,915 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $78,915 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $0 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $550,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Incm Modifications Adj Net Incm | $32,500 | IncmModificationsAdjNetIncmAmt |
| Total Rev And Expnss | $1,689,915 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $78,915 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $32,500 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,053 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,026 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,027 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $3,125 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,178 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,026 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,027 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,862,275 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,862,275 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,869,453 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,026 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,864,302 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$179,538 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $76,889 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $32,500 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $84,374 | CashBOYAmt |
| Cash EOY | $64,421 | CashEOYAmt |
| Cash EOYFMV | $64,421 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,011,264 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,884,179 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,884,179 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $2,095,638 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,948,600 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,948,600 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,095,638 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,948,600 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,095,638 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,948,600 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,095,638 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,948,600 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,095,638 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$179,538 | ExcessRevenueOverExpensesAmt |
| Other Increases | $32,500 | OtherIncreasesAmt |
| Subtotal | $1,948,600 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,948,600 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | US BANK MONEY MARKET | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2025-01-01 | AcquiredDt |
| Sold | 2025-12-31 | SoldDt |
| Gross Sales Price | $550,000 | GrossSalesPriceAmt |
| Cost Or Other Basis | $550,000 | CostOrOtherBasisAmt |
| Gain Or Loss | $0 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $0 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $0 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,069 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,069 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,069 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,520 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,520 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $451 | OverpaymentAmt |
| Applied To ES Tax | $451 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | AZ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | RICHARD REES - VP TAXATION | IndividualWithBooksNm |
| Phone | 4805158002 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18655 NORTH CLARET DRIVE SUITE 400 | AddressLine1Txt |
| City | SCOTTSDALE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85255 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | 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 |
|---|---|---|---|---|---|---|---|---|
| PHILLIPPE LORD | ||||||||
| 18655 NORTH CLARET DRIVE SUITE 400 | SCOTTSDALE | AZ | 85255 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| HILLA SFERRUZZA | ||||||||
| 18655 NORTH CLARET DRIVE SUITE 400 | SCOTTSDALE | AZ | 85255 | TREASURER | 1.00 | $0 | $0 | $0 |
| RICHARD REES | ||||||||
| 18655 NORTH CLARET DRIVE SUITE 400 | SCOTTSDALE | AZ | 85255 | VP - TAXATION | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,134,819 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,134,819 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,134,819 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $32,022 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,102,797 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $105,140 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $105,140 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,069 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,069 | TotalTaxAmt |
| Distributable Before Adj | $104,071 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $32,500 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $136,571 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $136,571 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,864,302 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,864,302 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $136,571 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $861,526 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $990,680 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $876,780 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,477,834 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,083,069 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,289,889 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,864,302 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $136,571 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,727,731 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $7,017,620 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $861,526 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $6,156,094 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $990,680 | ExcessFromYear4Amt |
| Excess From Year3 | $876,780 | ExcessFromYear3Amt |
| Excess From Year2 | $1,477,834 | ExcessFromYear2Amt |
| Excess From Year1 | $1,083,069 | ExcessFromYear1Amt |
| Excess From Current Year | $1,727,731 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (70 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A PLACE AT THE TABLE | |||||||
| PO BOX 26205 | RALEIGH | NC | 27611 | NONE | PC | GENERAL & UNRESTRICTED | $2,500 |
| ALABAMA SHERIFFS YOUTH RANCHES | |||||||
| 2680 BELL RD | MONTGOMERY | AL | 36117 | NONE | PC | GENERAL & UNRESTRICTED | $2,500 |
| AMERICAN RED CROSS | |||||||
| 4747 N 22ND ST 100 | PHOENIX | AZ | 85016 | NONE | PC | GENERAL & UNRESTRICTED | $25,000 |
| ARIZONA STATE UNIVERSITY FOUNDATION | |||||||
| 300 E UNIVERSITY DR 6TH FLOOR | TEMPE | AZ | 852812061 | NONE | PC | GENERAL & UNRESTRICTED | $30,000 |
| BASCA INC | |||||||
| 352 STOWE AVE | ORANGE PARK | FL | 32073 | NONE | PC | GENERAL & UNRESTRICTED | $5,000 |
| BIG BROTHERS BIG SISTERS OF SOUTHERN ARIZONA | |||||||
| 2552 N ALVERNON WAY STE 110 | TUCSON | AZ | 85712 | NONE | PC | GENERAL & UNRESTRICTED | $2,500 |
| BOUNTIFUL COMMUNITY FOOD PANTRY | |||||||
| 480 E 150 N | BOUNTIFUL | UT | 84010 | NONE | PC | GENERAL & UNRESTRICTED | $2,500 |
| BOYS & GIRLS CLUBS OF GREATER SCOTTSDALE | |||||||
| 10533 E LAKEVIEW DRIVE | SCOTTSDALE | AZ | 85258 | NONE | PC | GENERAL & UNRESTRICTED | $50,000 |
| BOYS AND GIRLS CLUBS OF ST LUCIE COUNTY | |||||||
| 3104 AVENUE J | FORT PIERCE | FL | 34947 | NONE | PC | GENERAL & UNRESTRICTED | $2,500 |
| BOYSVILLE INC | |||||||
| 8555 E LOOP 1604 N | CONVERSE | TX | 78109 | NONE | PC | GENERAL & UNRESTRICTED | $2,500 |
| BUILDING CAREERS FOUNDATION | |||||||
| 1536 EUREKA ROAD | ROSEVILLE | CA | 95661 | NONE | PC | GENERAL & UNRESTRICTED | $2,500 |
| BUILDING TALENT FOUNDATION | |||||||
| 1455 PENNSYLVANIA AVENUE | WASHINGTON | DC | 20004 | NONE | PC | GENERAL & UNRESTRICTED | $160,000 |
| C4 FOUNDATION | |||||||
| 415 2ND ST | CORONADO | CA | 92118 | NONE | PC | GENERAL & UNRESTRICTED | $25,000 |
| CALIFORNIA FIRE FOUNDATION | |||||||
| 1780 CREEKSIDE OAKS DR | SACRAMENTO | CA | 95833 | NONE | PC | GENERAL & UNRESTRICTED | $250,000 |
| CLEMSON UNIVERSITY FOUNDATION | |||||||
| PO BOX 1889 | CLEMSON | SC | 29633 | NONE | PC | GENERAL & UNRESTRICTED | $2,500 |
| COMMUNITY FOOD BANK INC | |||||||
| 3000 GALVEZ AVE | FORT WORTH | TX | 76111 | NONE | PC | GENERAL & UNRESTRICTED | $2,500 |
| COMMUNITY FOUNDATION OF THE TEXAS HILL COUNTY | |||||||
| 241 EARL GARRETT ST | KERRVILLE | TX | 78028 | NONE | PC | GENERAL & UNRESTRICTED | $112,500 |
| CONVOY OF HOPE | |||||||
| 1 CONVOY DR | SPRINGFIELD | MO | 65802 | NONE | PC | GENERAL & UNRESTRICTED | $250,000 |
| COUNTERTERRORISM EDUCATION LEARNING LAB | |||||||
| 99 WEST 12TH AVENUE | DENVER | CO | 80204 | NONE | PC | GENERAL & UNRESTRICTED | $5,000 |
| DICKERSON CHILDREN'S ADVOCACY CENTER | |||||||
| 140 GIBSON RD | LEXINGTON | SC | 29072 | NONE | PC | GENERAL & UNRESTRICTED | $2,500 |
| EIGHT WAVES CORPORATION | |||||||
| 413 SOUTH DILLARD STREET | WINTER GARDEN | FL | 34787 | NONE | PC | GENERAL & UNRESTRICTED | $6,250 |
| EMERGENCY ASSISTANCE FOUNDATION INC | |||||||
| 700 S DIXIE HIGHWAY SUITE 107 | WEST PALM BEACH | FL | 33401 | NONE | PC | GENERAL & UNRESTRICTED | $14,000 |
| FERGUSON CHARITABLE FOUNDATION | |||||||
| 123 N WACKER DR STE 2500 | CHICAGO | IL | 60606 | NONE | PC | GENERAL & UNRESTRICTED | $50,000 |
| FRANK TOWN OPEN HEARTS | |||||||
| 320 MAIN ST 200 | FRANKLIN | TN | 37064 | NONE | PC | GENERAL & UNRESTRICTED | $2,500 |
| GOSPEL RESCUE MISSION OF TUCSON | |||||||
| 4550 S PALO VERDE RD | TUCSON | AZ | 85714 | NONE | PC | GENERAL & UNRESTRICTED | $2,500 |
| HAPPY WHEELS INC | |||||||
| PO BOX 406 | LEXINGTON | SC | 29071 | NONE | PC | GENERAL & UNRESTRICTED | $2,500 |
| HEARTHSTONE BUILDER AWARD FOUNDATION | |||||||
| 23975 PARK SORRENTO STE 220 | CALABASAS | CA | 91302 | NONE | PC | GENERAL & UNRESTRICTED | $10,000 |
| HEROES FOR CHILDREN | |||||||
| 6010 W SPRING CREEK PKWY | PLANO | TX | 75024 | NONE | PC | GENERAL & UNRESTRICTED | $2,500 |
| HOMEAID ATLANTA INC | |||||||
| 1 DUNWOODY PARK S SUITE 200 | ATLANTA | GA | 30338 | NONE | PC | GENERAL & UNRESTRICTED | $5,000 |
| HOMEAID COLORADO | |||||||
| 7721 W 6TH AVE UNIT A | LAKEWOOD | CO | 80214 | NONE | PC | GENERAL & UNRESTRICTED | $2,500 |
| HOMEAID GEORGIA | |||||||
| 925 NORTH POINT PKWY STE 300 | ALPHARETTA | GA | 30005 | NONE | PC | GENERAL & UNRESTRICTED | $2,500 |
| HOMEAID ORLANDO | |||||||
| 1953 CLAYTON HERITAGE WAY | MAITLAND | FL | 32751 | NONE | PC | GENERAL & UNRESTRICTED | $5,000 |
| HOMEAID PHOENIX | |||||||
| 4900 N SCOTTSDALE RD SUITE 2200 | SCOTTSDALE | AZ | 85251 | NONE | PC | GENERAL & UNRESTRICTED | $5,000 |
| HOMEAID SACRAMENTO | |||||||
| 1536 EUREKA ROAD | ROSEVILLE | CA | 95661 | NONE | PC | GENERAL & UNRESTRICTED | $5,000 |
| HOUSE OF REFUGE | |||||||
| 6935 E WILLIAMS FIELD RD | MESA | AZ | 85212 | NONE | PC | GENERAL & UNRESTRICTED | $2,500 |
| JESSIE REES FOUNDATION | |||||||
| 9 STUDEBAKER | IRVINE | CA | 92618 | NONE | PC | GENERAL & UNRESTRICTED | $2,500 |
| JESUS HOUSE OF HOPE INC | |||||||
| 2484 SE BONITA STREET | STUART | FL | 34997 | NONE | PC | GENERAL & UNRESTRICTED | $1,250 |
| JUNIOR AUXILIARY PASCAGOULA-MOSS POINT | |||||||
| PO BOX 209 | PASCAGOULA | MS | 39568 | NONE | PC | GENERAL & UNRESTRICTED | $2,500 |
| LIVE LIKE JAKE | |||||||
| 10311 IRONWOOD RD | PALM BEACH GARDENS | FL | 33410 | NONE | PC | GENERAL & UNRESTRICTED | $2,500 |
| LOS ANGELES REGIONAL FOOD BANK | |||||||
| 1734 E 41ST ST | VERNON | CA | 90058 | NONE | PC | GENERAL & UNRESTRICTED | $2,500 |
| LOWCOUNTRY FOOD BANK | |||||||
| 2864 AZALEA DRIVE | CHARLESTON | SC | 29405 | NONE | PC | GENERAL & UNRESTRICTED | $2,500 |
| MEALS ON WHEELS & MORE INC | |||||||
| 381 W MAIN ST | HENDERSONVILLE | TN | 37075 | NONE | PC | GENERAL & UNRESTRICTED | $2,500 |
| MEG'S SMILE FOUNDATION INC | |||||||
| 105 HICKORY GLEN LN | HOLLY SPRINGS | NC | 27540 | NONE | PC | GENERAL & UNRESTRICTED | $2,500 |
| MINNIE'S FOOD PANTRY | |||||||
| 3198 W PARKER RD STE 3124 | PLANO | TX | 75075 | NONE | PC | GENERAL & UNRESTRICTED | $2,500 |
| MOREAU CATHOLIC HIGH SCHOOL | |||||||
| 27170 MISSION BLVD | HAYWARD | CA | 94544 | NONE | PC | GENERAL & UNRESTRICTED | $3,000 |
| MY BREAST FRIENDS 941 CORPORATION | |||||||
| 7503 4TH AV DR NW | BRADENTON | FL | 34209 | NONE | PC | GENERAL & UNRESTRICTED | $1,250 |
| MY SISTER'S HOUSE | |||||||
| 3053 FREEPORT BLVD 120 | SACRAMENTO | CA | 95818 | NONE | PC | GENERAL & UNRESTRICTED | $2,500 |
| NATIONAL ARBOR DAY FOUNDATION | |||||||
| 211 N 12TH STREET | LINCOLN | NE | 68508 | NONE | PC | GENERAL & UNRESTRICTED | $300,000 |
| NAWIC EDUCATION FOUNDATION | |||||||
| 327 S ADAMS STREET | AUSTIN | TX | 76104 | NONE | PC | GENERAL & UNRESTRICTED | $23,000 |
| NO CHILD HUNGRY | |||||||
| 530 COOPER COMMERCE DRIVE | APOPKA | FL | 32703 | NONE | PC | GENERAL & UNRESTRICTED | $250,275 |
| NO SCRIPT NONPROFIT | |||||||
| 24311 PENCESTER ST | SPRING | TX | 77389 | NONE | PC | GENERAL & UNRESTRICTED | $1,250 |
| NORTH CAROLINA A&T REAL ESTATE FOUNDATION | |||||||
| 200 N BENBOW RD | GREENSBORO | NC | 27420 | NONE | PC | GENERAL & UNRESTRICTED | $25,000 |
| NOURISH UP | |||||||
| 901 CARRIER DR | CHARLOTTE | NC | 28216 | NONE | PC | GENERAL & UNRESTRICTED | $5,000 |
| ORANGE COUNTY FALLEN FIRE FIGHTER RELIEF FUND | |||||||
| 1342 BELL AVE 3A | TUSTIN | CA | 92780 | NONE | PC | GENERAL & UNRESTRICTED | $2,500 |
| PENDLETON PLACE | |||||||
| 1133 PENDLETON ST | GREENVILLE | SC | 29601 | NONE | PC | GENERAL & UNRESTRICTED | $2,500 |
| RONALD MCDONALD HOUSE CHARITIES OF TAMPA | |||||||
| 35 DAVIS BLVD | TAMPA | FL | 33606 | NONE | PC | GENERAL & UNRESTRICTED | $3,750 |
| ROOF ABOVE INC | |||||||
| 945 N COLLEGE ST | CHARLOTTE | NC | 28206 | NONE | PC | GENERAL & UNRESTRICTED | $2,500 |
| SHE BUILT FOUNDATION | |||||||
| 222 W RITTENHOUSE SQUARE PH1 | PHILADELPHIA | PA | 19103 | NONE | PC | GENERAL & UNRESTRICTED | $50,000 |
| SOCIETY OF WOMEN ENGINEERS | |||||||
| 130 E RANDOLPH ST STE 3500 | CHICAGO | IL | 60601 | NONE | PC | GENERAL & UNRESTRICTED | $22,000 |
| SOJOURNER CENTER | |||||||
| PO BOX 20156 | PHOENIX | AZ | 85036 | NONE | PC | GENERAL & UNRESTRICTED | $5,000 |
| SYLVIA THOMAS CENTER FOR ADOPTIVE AND FOSTER FAMILIES | |||||||
| 500 LITHIA PINECREST RD | BRANDON | FL | 33511 | NONE | PC | GENERAL & UNRESTRICTED | $2,500 |
| TEXAS A&M FOUNDATION | |||||||
| 401 GEORGE BUSH DRIVE | COLLEGE STATION | TX | 77840 | NONE | PC | GENERAL & UNRESTRICTED | $22,500 |
| THE ORANGE COUNTY SHERIFF FOUNDATION INC | |||||||
| 1505 E COLONIAL DR | ORLANDO | FL | 32803 | NONE | PC | GENERAL & UNRESTRICTED | $2,500 |
| THE SINGLETONS | |||||||
| 2832 E BELL RD | PHOENIX | AZ | 85032 | NONE | PC | GENERAL & UNRESTRICTED | $2,500 |
| UNIVERSITY OF ARIZONA FOUNDATION | |||||||
| 1111 N CHERRY AVENUE | TUCSON | AZ | 85721 | NONE | PC | GENERAL & UNRESTRICTED | $25,000 |
| UNIVERSITY OF CENTRAL FLORIDA FOUNDATION | |||||||
| 12424 RESEARCH PARKWAY SUITE 140 | ORLANDO | FL | 32826 | NONE | PC | GENERAL & UNRESTRICTED | $22,500 |
| WEST HOUSTON ASSISTANCE MINISTRIES INC | |||||||
| 10501 MEADOWGLEN LN | HOUSTON | TX | 77042 | NONE | PC | GENERAL & UNRESTRICTED | $2,500 |
| WESTCHASE DISTRICT COMMUNITY FUND | |||||||
| 10370 RICHMOND AVE STE 1350 | HOUSTON | TX | 77042 | NONE | PC | GENERAL & UNRESTRICTED | $1,250 |
| YOUTH ON THEIR OWN | |||||||
| 2525 N COUNTRY CLUB RD | TUCSON | AZ | 85716 | NONE | PC | GENERAL & UNRESTRICTED | $2,500 |
| YOUTH VILLAGES | |||||||
| 3320 BROTHER BLVD | BARTLETT | TN | 38133 | NONE | PC | GENERAL & UNRESTRICTED | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,862,275 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $78,915 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $78,915 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $78,915 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MERITAGE HOMES CORPORATION | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18655 NORTH CLARET DRIVE SUITE 400 | AddressLine1Txt |
| City | SCOTTSDALE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85255 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,611,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,053 | Amt |
| Net Investment Income | $2,026 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,027 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
| Amt | $0 | Amt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RECOVERY OF GRANTS | Desc |
| Amt | $32,500 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $3,125 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |