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MERITAGE CARES FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
MERITAGE CARES FOUNDATION (EIN 46-5059067)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-04-30
IRS object ID
202521209349100942
Schema version
2024v5.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-04-30T11:20:52-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN341884125PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CBIZ ADVISORS LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14722 N 24TH ST STE 300AddressLine1Txt
CityPHOENIXCityNm
State AbbreviationAZStateAbbreviationCd
ZIP85016ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN465059067EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MERITAGE CARES FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMERIBusinessNameControlTxt
Phone4805158000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line118655 NORTH CLARET DRIVE 400AddressLine1Txt
CitySCOTTSDALECityNm
State AbbreviationAZStateAbbreviationCd
ZIP85255ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRICHARD REESPersonNm
Person TitleVP - TAXATIONPersonTitleTxt
Phone4805158000PhoneNum
Signature2025-04-29SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKRISTEN M BASSPreparerPersonNm
PTINP01247587PTIN
Phone6022646835PhoneNum
Preparation2025-04-29PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,095,638FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$802,131ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$111,264DividendsRevAndExpnssAmt
Dividends Net Invst Incm$111,264DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$0NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$600,000GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$913,395TotalRevAndExpnssAmt
Total Net Invst Incm$111,264TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,855AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,927AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,928AccountingFeesChrtblPrpsAmt
Tot Opr Expenses Rev And Expnss$3,855TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,927TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,928TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,206,300ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,206,300ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,210,155TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,927TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,208,228TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$296,760ExcessRevenueOverExpensesAmt
Net Investment Income$109,337NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$292,398CashBOYAmt
Cash EOY$84,374CashEOYAmt
Cash EOYFMV$84,374CashEOYFMVAmt
Sav And Temp Cash Invst BOY$2,100,000SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$2,011,264SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$2,011,264SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$2,392,398TotalAssetsBOYAmt
Total Assets EOY$2,095,638TotalAssetsEOYAmt
Total Assets EOYFMV$2,095,638TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$2,392,398RetainedEarningBOYAmt
Retained Earning EOY$2,095,638RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,392,398TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,095,638TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,392,398TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,095,638TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,392,398TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$296,760ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,095,638SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,095,638TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyUS BANK MONEY MARKETPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2024-01-01AcquiredDt
Sold2024-12-31SoldDt
Gross Sales Price$600,000GrossSalesPriceAmt
Cost Or Other Basis$600,000CostOrOtherBasisAmt
Gain Or Loss$0GainOrLossAmt
Gains Minus Excess Or Losses$0GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$0CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,520InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,520SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,520TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$85EsPenaltyAmt
Tax Due$1,605TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateAZOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksRICHARD REES - VP TAXATIONIndividualWithBooksNm
Phone4805158002PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line118655 NORTH CLARET DRIVE SUITE 400AddressLine1Txt
CitySCOTTSDALECityNm
State AbbreviationAZStateAbbreviationCd
ZIP85255ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
PHILLIPPE LORD
18655 NORTH CLARET DRIVE SUITE 400SCOTTSDALEAZ85255PRESIDENT1.00$0$0$0
HILLA SFERRUZZA
18655 NORTH CLARET DRIVE SUITE 400SCOTTSDALEAZ85255TREASURER1.00$0$0$0
RICHARD REES
18655 NORTH CLARET DRIVE SUITE 400SCOTTSDALEAZ85255VP - TAXATION1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt
Expenses1$0Expenses1Amt
All Other Program Rltd Invst Tot$0AllOtherProgramRltdInvstTotAmt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,572,167AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,572,167TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,572,167AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$38,583CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,533,584NetVlNoncharitableAssetsAmt
Minimum Investment Return$126,679MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$126,679MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,520TaxBasedOnInvestmentIncomeAmt
Total Tax$1,520TotalTaxAmt
Distributable Before Adj$125,159DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$125,159DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$125,159DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,208,228ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,208,228QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$125,159DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$201,617ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$861,526ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$990,680ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$876,780ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,477,834ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$4,408,437TotalExcessDistributionCyovAmt
Qualifying Distributions$1,208,228QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$125,159AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,083,069RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$5,491,506TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$201,617ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$5,289,889ExcessDistriCyovToNextYrAmt
Excess From Year4$861,526ExcessFromYear4Amt
Excess From Year3$990,680ExcessFromYear3Amt
Excess From Year2$876,780ExcessFromYear2Amt
Excess From Year1$1,477,834ExcessFromYear1Amt
Excess From Current Year$1,083,069ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (62 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ARIZONA STATE UNIVERSITY FOUNDATION
300 E UNIVERSITY DR 6TH FLOORTEMPEAZ852812061NONEPUBLIC CHARITYGENERAL & UNRESTRICTED$25,000
BASCA INC
352 STOWE AVEORANGE PARKFL32073NONEPUBLIC CHARITYGENERAL & UNRESTRICTED$7,500
BOUNTIFUL COMMUNITY FOOD PANTRY
480 E 150 NBOUNTIFULUT84010NONEPUBLIC CHARITYGENERAL & UNRESTRICTED$2,500
BOYS & GIRLS CLUBS OF GREATER SCOTTSDALE
10533 E LAKEVIEW DRIVESCOTTSDALEAZ85258NONEPUBLIC CHARITYGENERAL & UNRESTRICTED$25,000
BOYS TOWN CENTRAL FLORIDA INC
975 OKLAHOMA STREETOVIEDOFL32765NONEPUBLIC CHARITYGENERAL & UNRESTRICTED$2,500
BOYSVILLE INC
8555 E LOOP 1604 NCONVERSETX78109NONEPUBLIC CHARITYGENERAL & UNRESTRICTED$2,500
BUILDING CAREERS FOUNDATION
1536 EUREKA ROADROSEVILLECA95661NONEPUBLIC CHARITYGENERAL & UNRESTRICTED$2,500
BUILDING TALENT FOUNDATION
1455 PENNSYLVANIA AVENUEWASHINGTONDC20004NONEPUBLIC CHARITYGENERAL & UNRESTRICTED$160,000
CHILDREN'S NETWORK OF HILLSBOROUGH LLC
3350 BUSCHWOOD PARK DRTAMPAFL33614NONEPUBLIC CHARITYGENERAL & UNRESTRICTED$1,250
COURT APPOINTED SPECIAL ADVOCATES OF ORANGE COUNTY
765 THE CITY DRIVE SOUTH SUITE 300ORANGECA92868NONEPUBLIC CHARITYGENERAL & UNRESTRICTED$2,500
DICKERSON CHILDREN'S ADVOCACY CENTER
140 GIBSON RDLEXINGTONSC29072NONEPUBLIC CHARITYGENERAL & UNRESTRICTED$2,500
DISASTER COOKE COUNTY TX CO VOAD
114 E MAIN STGAINESVILLETX76240NONEPUBLIC CHARITYGENERAL & UNRESTRICTED$12,500
EDUCATION FOUNDAITON OF MARTIN COUNTY
1650 S KANNER HWY 212STUARTFL34994NONEPUBLIC CHARITYGENERAL & UNRESTRICTED$2,500
EMERGENCY ASSISTANCE FOUNDATION INC
700 S DIXIE HIGHWAY SUITE 107WEST PALM BEACHFL33401NONEPUBLIC CHARITYGENERAL & UNRESTRICTED$61,900
FERGUSON CHARITABLE FOUNDATION
123 N WACKER DR STE 2500CHICAGOIL60606NONEPUBLIC CHARITYGENERAL & UNRESTRICTED$50,000
FRIENDS OF THE SOUTHWEST FAMILY ADVOCACY
2333 N PEBBLECREEK PKWY SUITE A200GOODYEARAZ85395NONEPUBLIC CHARITYGENERAL & UNRESTRICTED$2,500
GEORGETOWN COMMUNITY SERVICE CENTER DBA THE CARING PLACE
2000 RAILROAD AVENUEGEORGETOWNTX78626NONEPUBLIC CHARITYGENERAL & UNRESTRICTED$2,500
GRAND CANYON COUNCIL SCOUTING AMERICA
9060 E VIA LINDA SUITE 205SCOTTSDALEAZ85258NONEPUBLIC CHARITYGENERAL & UNRESTRICTED$10,000
HABITAT FOR HUMANITY OF GREENVILLE COUNT
PO BOX 1206GREENVILLESC29602NONEPUBLIC CHARITYGENERAL & UNRESTRICTED$2,500
HEARTHSTONE BUILDER AWARD FOUNDATION
23975 PARK SORRENTO STE 220CALABASASCA91302NONEPUBLIC CHARITYGENERAL & UNRESTRICTED$10,000
HELPING HAND MISSION INC
5156 DOGWOOD DRMILTONFL32570NONEPUBLIC CHARITYGENERAL & UNRESTRICTED$2,500
HELPING HANDS FOR LITTLE HEARTS
4305 WINDSOR CENTRE TRAIL 300FLOWER MOUNDTX75028NONEPUBLIC CHARITYGENERAL & UNRESTRICTED$2,500
HOMEAID ATLANTA INC
1 DUNWOODY PARK S SUITE 200ATLANTAGA30338NONEPUBLIC CHARITYGENERAL & UNRESTRICTED$7,500
HOMEAID PHOENIX
4900 N SCOTTSDALE RD SUITE 2200SCOTTSDALEAZ85251NONEPUBLIC CHARITYGENERAL & UNRESTRICTED$5,000
HOPE HOUSE OF COLORADO
6475 BENTON STREET BLDG AARVADACO80003NONEPUBLIC CHARITYGENERAL & UNRESTRICTED$2,500
HOPE IMPACTS
3115 FRY RD SUITE 404KATYTX77449NONEPUBLIC CHARITYGENERAL & UNRESTRICTED$2,500
HORRY COUNTY COUNCIL ON AGING
PO BOX 1693CONWAYSC29526NONEPUBLIC CHARITYGENERAL & UNRESTRICTED$2,500
HUTTO RESOURCE CENTER
204 E LIVE OAK STHUTTOTX78634NONEPUBLIC CHARITYGENERAL & UNRESTRICTED$2,500
JESSIE REES FOUNDATION
9 STUDEBAKERIRVINECA92618NONEPUBLIC CHARITYGENERAL & UNRESTRICTED$2,500
JESUS HOUSE OF HOPE INC
2484 SE BONITA STREETSTUARTFL34997NONEPUBLIC CHARITYGENERAL & UNRESTRICTED$2,500
JOURNEY LEAGUE
PO BOX 250APEXNC27502NONEPUBLIC CHARITYGENERAL & UNRESTRICTED$2,500
LEAD UPSTATE INC
100 W STONE AVEGREENVILLESC29609NONEPUBLIC CHARITYGENERAL & UNRESTRICTED$2,500
MEALS ON WHEELS COLLIN COUNTY
600 N TENNESSEE STMCKINNEYTX75069NONEPUBLIC CHARITYGENERAL & UNRESTRICTED$2,500
MEALS ON WHEELS SAN ANTONIO
2718 DANBURY STSAN ANTONIOTX78217NONEPUBLIC CHARITYGENERAL & UNRESTRICTED$2,500
MY SISTER'S HOUSE
3053 FREEPORT BLVD 120SACRAMENTOCA95818NONEPUBLIC CHARITYGENERAL & UNRESTRICTED$2,500
NATIONAL ARBOR DAY FOUNDATION
211 N 12TH STREETLINCOLNNE68508NONEPUBLIC CHARITYGENERAL & UNRESTRICTED$300,000
NAWIC EDUCATION FOUNDATION
327 S ADAMS STREETAUSTINTX76104NONEPUBLIC CHARITYGENERAL & UNRESTRICTED$23,000
NO CHILD HUNGRY
530 COOPER COMMERCE DRIVEAPOPKAFL32703NONEPUBLIC CHARITYGENERAL & UNRESTRICTED$157,900
NORTH CAROLINA A&T REAL ESTATE FOUNDATION
200 N BENBOW RDGREENSBORONC27420NONEPUBLIC CHARITYGENERAL & UNRESTRICTED$25,000
ONE-N-TEN
1101 N CENTRAL AVE 202PHOENIXAZ85004NONEPUBLIC CHARITYGENERAL & UNRESTRICTED$7,500
PARK MAITLAND SCHOOL FOUNDATION
465 S ORLANDO AVENUE SUITE 112MAITLANDFL32751NONEPUBLIC CHARITYGENERAL & UNRESTRICTED$10,000
PHOENIX CHILDREN'S HOSPITAL FOUNDATION
2929 E CAMELBACK RD SUITE 122PHOENIXAZ85016NONEPUBLIC CHARITYGENERAL & UNRESTRICTED$35,000
PLACE OF HOPE INC
9078 ISAIAH LANEPALM BEACH GARDENSFL33418NONEPUBLIC CHARITYGENERAL & UNRESTRICTED$2,500
PRAIRIE VIEW A&M FOUNDATION
6436 FANNIN STREET ROOM 112HOUSTONTX77030NONEPUBLIC CHARITYGENERAL & UNRESTRICTED$25,000
PROJECT GRADUATION-IRONWOOD RIDGE HIGH SCHOOL
PO BOX 69392ORO VALLEYAZ85737NONEPUBLIC CHARITYGENERAL & UNRESTRICTED$2,500
READ AND FEED
171-10 HIGH HOUSE ROADCARYNC27511NONEPUBLIC CHARITYGENERAL & UNRESTRICTED$2,500
REBUILDING TOGETHER VALLEY OF THE SUN INC
1826 W BROADWAY RD 16MESAAZ85202NONEPUBLIC CHARITYGENERAL & UNRESTRICTED$2,500
REFLECTIONS OF TRINITY INC
4037 AUSTELL-POWDER SPRINGS RDPOWDER SPRINGSGA30127NONEPUBLIC CHARITYGENERAL & UNRESTRICTED$2,500
ROCKY MOUNTAIN FISHER HOUSE FOUNDATION
303 S BROADWAY 200-412DENVERCO80209NONEPUBLIC CHARITYGENERAL & UNRESTRICTED$2,500
RONALD MCDONALD HOUSE CHARITIES OF CAROLINAS
706 GROVE ROADGREENVILLENC29605NONEPUBLIC CHARITYGENERAL & UNRESTRICTED$2,500
RONALD MCDONALD HOUSE CHARITIES OF TAMPA
35 DAVIS BLVDTAMPAFL33606NONEPUBLIC CHARITYGENERAL & UNRESTRICTED$5,000
SACRAMENTO FOOD BANK
1951 BELL AVESACRAMENTOCA95838NONEPUBLIC CHARITYGENERAL & UNRESTRICTED$2,500
SECOR CARES
17151 PINE LNPARKERCO80134NONEPUBLIC CHARITYGENERAL & UNRESTRICTED$2,500
SHE BUILT FOUNDATION
222 W RITTENHOUSE SQUARE PH1PHILADELPHIAPA19103NONEPUBLIC CHARITYGENERAL & UNRESTRICTED$50,000
SOCIETY OF WOMEN ENGINEERS
PO BOX 5940 DEPT 20-1023CAROL STREAMIL60197NONEPUBLIC CHARITYGENERAL & UNRESTRICTED$22,000
SOJOURNER CENTER
PO BOX 20156PHOENIXAZ85036NONEPUBLIC CHARITYGENERAL & UNRESTRICTED$1,500
TEXAS A&M FOUNDATION
401 GEORGE BUSH DRIVECOLLEGE STATIONTX77840NONEPUBLIC CHARITYGENERAL & UNRESTRICTED$22,500
THE ORANGE COUNTY SHERIFF FOUNDATION INC
1505 E COLONIAL DRORLANDOFL32803NONEPUBLIC CHARITYGENERAL & UNRESTRICTED$2,500
UNIVERSITY OF ARIZONA FOUNDATION
1111 N CHERRY AVENUETUCSONAZ85721NONEPUBLIC CHARITYGENERAL & UNRESTRICTED$25,000
UNIVERSITY OF CENTRAL FLORIDA FOUNDATION
12424 RESEARCH PARKWAY SUITE 140ORLANDOFL32826NONEPUBLIC CHARITYGENERAL & UNRESTRICTED$22,500
WEST HOUSTON ASSISTANCE MINISTRIES INC
10501 MEADOWGLEN LNHOUSTONTX77042NONEPUBLIC CHARITYGENERAL & UNRESTRICTED$1,250
WHIRLPOOL COLLECTIVE IMPACT FUND
2000 N M 63BENTON HARBORMI49022NONEPUBLIC CHARITYGENERAL & UNRESTRICTED$15,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,206,300TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$111,264ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$111,264ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$111,264TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1MERITAGE HOMES CORPORATIONBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line118655 NORTH CLARET DRIVE SUITE 400AddressLine1Txt
CitySCOTTSDALECityNm
State AbbreviationAZStateAbbreviationCd
ZIP85255ZIPCd
FieldValueIRS element (for citing)
Total Contributions$802,131TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$3,855Amt
Net Investment Income$1,927NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,928DisbursementsCharitablePrpsAmt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescNONEDesc
Amt$0Amt