MERITAGE CARES FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- MERITAGE CARES FOUNDATION (EIN 46-5059067)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-09
- IRS object ID
- 202231299349103573
- Schema version
- 2021v4.2
- 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
- Schedule B
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-09T17:02:58-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 MHM 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 | 2021-01-01 | 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 | 8800 EAST RAINTREE DRIVE 300 | AddressLine1Txt |
| City | SCOTTSDALE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85260 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HILLA SFERRUZZA | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 4805158000 | PhoneNum |
| Signature | 2022-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | HILLA | PersonFirstNm |
| Person Last | SFERRUZZA | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KRISTEN BASS | PreparerPersonNm |
| PTIN | P01247587 | PTIN |
| Phone | 6022646835 | PhoneNum |
| Preparation | 2022-05-09 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $351,631 | 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 | $971,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $5,499 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,499 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $22,954 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $119,895 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $22,954 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $999,453 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $28,453 | TotalNetInvstIncmAmt |
| 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 | $3,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,800 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,800 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,267 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,267 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $158 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $158 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $9,258 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $9,237 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $16,283 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,225 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $11,037 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,002,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,002,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,018,283 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,225 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,013,037 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$18,830 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $23,228 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $31,352 | CashBOYAmt |
| Cash EOY | $4,974 | CashEOYAmt |
| Cash EOYFMV | $4,974 | CashEOYFMVAmt |
| US Government Obligations BOY | $68,748 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $71,924 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $73,386 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $120,130 | CorporateStockBOYAmt |
| Corporate Stock EOY | $143,921 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $216,729 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $50,163 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $55,674 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $56,542 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $270,393 | TotalAssetsBOYAmt |
| Total Assets EOY | $276,493 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $351,631 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $24,930 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $24,930 | 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 | $270,393 | RetainedEarningBOYAmt |
| Retained Earning EOY | $251,563 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $270,393 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $251,563 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $270,393 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $276,493 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $270,393 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$18,830 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $251,563 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $251,563 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - ST | P | 2021-01-01 | 2021-12-31 | $12,114 | $12,124 | -$10 | -$10 |
| PUBLICLY TRADED SECURITIES - LT | P | 2012-01-01 | 2021-12-31 | $32,330 | $30,641 | $1,689 | $1,689 |
| PUBLICLY TRADED SECURITIES - ST | P | 2021-01-01 | 2021-12-31 | $16,046 | $14,053 | $1,993 | $1,993 |
| PUBLICLY TRADED SECURITIES - LT | P | 2014-01-01 | 2021-12-31 | $59,323 | $40,123 | $19,200 | $19,200 |
| DISALLOWED LOSS | P | 2021-01-01 | 2021-12-31 | $82 | $82 | $82 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $22,954 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $323 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $323 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $323 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $103 | 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 | $103 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $220 | TaxDueAmt |
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 | ALISON SASSER | IndividualWithBooksNm |
| Phone | 4805158002 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8800 EAST RAINTREE DRIVE STE 300 | AddressLine1Txt |
| City | SCOTTSDALE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85260 | 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 | ||||||||
| 8800 EAST RAINTREE DRIVE SUITE 300 | SCOTTSDALE | AZ | 85260 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| HILLA SFERRUZZA | ||||||||
| 8800 EAST RAINTREE DRIVE SUITE 300 | SCOTTSDALE | AZ | 85260 | TREAS | 1.00 | $0 | $0 | $0 |
| C TIMOTHY WHITE | ||||||||
| 8800 EAST RAINTREE DRIVE SUITE 300 | SCOTTSDALE | AZ | 85260 | VP / DIR / SEC | 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 | $331,824 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $128,687 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $460,511 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $460,511 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,908 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $453,603 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $22,680 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $22,680 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $323 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $323 | TotalTaxAmt |
| Distributable Before Adj | $22,357 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $22,357 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $22,357 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,013,037 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,013,037 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $22,357 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $133,911 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $413,625 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $239,931 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $201,617 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $861,526 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,850,610 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,013,037 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $22,357 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $990,680 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,841,290 | 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 | $133,911 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,707,379 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $413,625 | ExcessFromYear4Amt |
| Excess From Year3 | $239,931 | ExcessFromYear3Amt |
| Excess From Year2 | $201,617 | ExcessFromYear2Amt |
| Excess From Year1 | $861,526 | ExcessFromYear1Amt |
| Excess From Current Year | $990,680 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (62 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN RED CROSS | ||||||||
| 4747 N 22ND ST 100 | PHOENIX | AZ | 85016 | NONE | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $2,500 | |
| ANGELS IN THE ALLEY | ||||||||
| 5681 LONETREE BLVD | ROCKLIN | CA | 85765 | NONE | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $2,500 | |
| AUSTIN DIAPER BANK | ||||||||
| 8711 BURNET ROAD SUITE B34 | AUSTIN | TX | 78757 | NONE | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $2,500 | |
| BABCOCK RANCH FOUNDATION | ||||||||
| 4500 PGA BLVD SUITE 400 | PALM GARDENS | FL | 33418 | NONE | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $10,000 | |
| BATTEN DISEASE SUPPORT AND RESEARCH ASSO | ||||||||
| 2780 AIRPORT DRIVE SUITE 342 | COLUMBUS | OH | 43219 | NONE | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $2,500 | |
| BOYS & GIRLS CLUBS OF GREATER SCOTTSDALE | ||||||||
| 10533 E LAKEVIEW DRIVE | SCOTTSDALE | AZ | 85258 | NONE | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $25,000 | |
| BOYS TOWN CENTRAL FLORIDA INC | ||||||||
| 975 OKLAHOMA STREET | OVIEDO | FL | 32765 | NONE | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $5,000 | |
| BOYSVILLE INC | ||||||||
| 8555 E LOOP 1604 N | CONVERSE | TX | 78109 | NONE | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $2,500 | |
| BUILDING TALENT FOUNDATION | ||||||||
| 1455 PENNSYLVANIA AVENUE | WASHINGTON | DC | 20004 | NONE | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $125,000 | |
| CENTRAL TEXAS FOOD BANK INC | ||||||||
| 6500 METROPOLIS DR | AUSTIN | TX | 78744 | NONE | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $25,000 | |
| CENTRAL TEXAS TABLE OF GRACE INC | ||||||||
| PO BOX 52 | ROUND ROCK | TX | 78680 | NONE | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $2,500 | |
| CLASSROOM CENTRAL | ||||||||
| 2116 WILKINSON BLVD | CHARLOTTE | NC | 28208 | NONE | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $5,000 | |
| COMMUNITY FOUNDATION OF TAMPA BAY INC | ||||||||
| 4300 W CYPRESS STREET SUITE 700 | TAMPA | FL | 33607 | NONE | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $2,500 | |
| EAST COOPER COMMUNITY OUTREACH | ||||||||
| 1145 SIX MILE ROAD | MOUNT PLEASANT | SC | 29466 | NONE | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $5,000 | |
| ELF LOUISE INC | ||||||||
| PO BOX 39107 | SAN ANTONIO | TX | 78218 | NONE | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $2,500 | |
| FAMILY TREE INC | ||||||||
| 3805 MARSHALL STREET | WHEAT RIDGE | CO | 80033 | NONE | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $2,500 | |
| FEEDING AMERICA TAMPA BAY INC | ||||||||
| 4702 TRANSPORT DRIVE BUILDING 6 | TAMPA | FL | 33605 | NONE | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $2,500 | |
| FEEDING SOUTH FLORIDA | ||||||||
| 2501 SW 32ND TERRACE | PEMBROKE PARK | FL | 33023 | NONE | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $10,000 | |
| FOOD BANK OF CENTRAL & EASTERN NORTH CAROLINA | ||||||||
| 1924 CAPITAL BLVD | RALIEGH | NC | 27604 | NONE | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $2,500 | |
| FOSTER ANGELS OF CENTRAL TEXAS | ||||||||
| PO BOX 152575 | AUSTIN | TX | 78715 | NONE | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $2,500 | |
| GIFT OF ADOPTION FUND INC | ||||||||
| 2001 WAUKEGAN RD | TECHNY | IL | 60082 | NONE | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $2,500 | |
| GIVE THE KIDS THE WORLD | ||||||||
| 210 S BASS RD | KISSIMMEE | FL | 34746 | NONE | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $2,500 | |
| GREAT HEARTS ACADEMIES | ||||||||
| 4801 E WASHINGTON STREET SUITE 250 | PHOENIX | AZ | 85034 | NONE | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $2,000 | |
| HABITAT FOR HUMANITY OF GREENVILLE COUNT | ||||||||
| PO BOX 1206 | GREENVILLE | SC | 29602 | NONE | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $2,500 | |
| HOMEAID ATLANTA INC | ||||||||
| 1 DUNWOODY PARK S SUITE 200 | ATLANTA | GA | 30338 | NONE | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $7,500 | |
| HOMEAID SACRAMENTO | ||||||||
| 1536 EUREKA ROAD | ROSEVILLE | CA | 95661 | NONE | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $5,000 | |
| HOPE HOUSE OF COLORADO | ||||||||
| 9088 MARSHALL COURT BLDG 4 | WESTMINSTER | CO | 80003 | NONE | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $2,500 | |
| HOPE IMPACTS | ||||||||
| 802 DPMINION DR | KATY | TX | 77450 | NONE | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $2,500 | |
| HOUSTON FOOD BANK | ||||||||
| CO DONOR SERVICES 535 PORTWALL | HOUSTON | TX | 77029 | NONE | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $25,000 | STREET |
| INCARNATION HOUSE | ||||||||
| 4061 N CENTRAL EXPRESSWAY | DALLAS | TX | 75204 | NONE | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $2,500 | |
| INROADS INC | ||||||||
| 10 S BROADWAY STE 800 | SAINT LOUIS | MO | 63102 | NONE | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $50,000 | |
| INTERNATIONAL RESCUE COMMITTEE INC | ||||||||
| 122 EAST 42ND STREET | NEW YORK | NY | 10168 | NONE | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $100,000 | |
| JASMINE ROAD INC | ||||||||
| PO BOX 25452 | GREENVILLE | SC | 29616 | NONE | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $2,500 | |
| JESUS HOUSE OF HOPE INC | ||||||||
| 2484 SE BONITA STREET | STUART | FL | 34997 | NONE | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $5,000 | |
| KEEP PEARLAND BEAUTIFUL | ||||||||
| 5800 MAGNOLIA PARKWAY | PEARLAND | TX | 77584 | NONE | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $2,500 | |
| MARCH OF DIMES | ||||||||
| 1550 CRYSTAL DR SUITE 1300 | ARLINGTON | VA | 22202 | NONE | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $10,000 | |
| MEALS ON WHEELS SAN ANTONIO | ||||||||
| 4306 NW LOOP 410 | SAN ANTONIO | TX | 78229 | NONE | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $2,500 | |
| MILITARY MISSIONS IN ACTION | ||||||||
| 411 N JUDD PARKWAY NE SUITE B | FUQUAYVARINA | NC | 27526 | NONE | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $2,500 | |
| MIZEL INSTITUTE | ||||||||
| 4350 S MONACO STREET 5TH FLOOR | DENVER | CO | 89237 | NONE | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $7,500 | |
| MOBILE LOAVES & FISHES INC | ||||||||
| 9301 HOG EYE RD SUITE 950 | HOUSTON | TX | 78724 | NONE | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $2,500 | |
| NASHVILLE SAFE HAVEN FAMILY SHELTER | ||||||||
| 1234 3RD AVENUE S | NASHVILLE | TN | 37210 | NONE | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $5,000 | |
| NATIONAL ARBOR DAY FOUNDATION | ||||||||
| 211 N 12TH STREET | LINCOLN | NE | 68508 | NONE | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $300,000 | |
| NAWIC EDUCATION FOUNDATION | ||||||||
| 327 S ADAMS STREET | AUSTIN | TX | 76104 | NONE | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $25,000 | |
| NORTH CAROLINA A&T REAL ESTATE FOUNDATION | ||||||||
| 202 BENBOW STREET | GREENSBORO | NC | 27411 | NONE | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $25,000 | |
| NORTH TEXAS FOOD BANK | ||||||||
| 4500 S COCKRELL HILL RD | DALLAS | TX | 75236 | NONE | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $27,500 | |
| ONE-EIGHTY PLACE | ||||||||
| PO BOX 20038 | CHARLLESTON | SC | 29413 | NONE | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $2,500 | |
| OPERATION HOMEFRONT INC | ||||||||
| 1355 CENTRAL PARKWAY SOUTH SUITE | SAN ANTONIO | TX | 78232 | NONE | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $5,000 | 100 |
| PROJECT HOST | ||||||||
| 525 SOUTH ACADEMY ST | GREENVILLE | SC | 29601 | NONE | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $2,500 | |
| REFLECTIONS OF TRINITY INC | ||||||||
| 4037 AUSTELL-POWDER SPRINGS RD | POWDER SPRINGS | GA | 30127 | NONE | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $2,500 | |
| RONALD MCDONALD HOUSE CHARITIES OF CAROL | ||||||||
| 1 KROC DRIVE | OAK BROOK | IL | 60523 | NONE | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $2,500 | |
| RONALD MCDONALD HOUSE OF SOUTHERN ARIZONA | ||||||||
| 2155 E ALLEN ROAD | TUCSON | AZ | 85719 | NONE | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $2,500 | |
| SAN ANTONIO FOOD BANK | ||||||||
| 5200 ENRIQUE M BARRERA PARKWAY | SAN ANTONIO | TX | 78227 | NONE | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $25,000 | |
| SERVANTS WITH A HEART | ||||||||
| 5631 QUAIL TRAIL LANE | CLOVER | SC | 29710 | NONE | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $2,500 | |
| SHILOH PLACE MCKINNEY | ||||||||
| PO BOX 2731 | MCKINNEY | TX | 75070 | NONE | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $2,500 | |
| SOCIETY OF WOMEN ENGINEERS | ||||||||
| PO BOX 5940 DEPT 20-1023 | CAROL STREAM | IL | 60197 | NONE | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $25,000 | |
| THE GRAHYM PLAN | ||||||||
| 3927 KESTREL LANE | FORT MILL | SC | 29707 | NONE | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $2,500 | |
| THE MENIFEE VALLEY BOYS & GIRLS CLUB | ||||||||
| 26301 GARBANI ROAD | MANIFEE | CA | 92584 | NONE | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $2,500 | |
| THE RAUL JIMENEZ THANKSGIVING DINNER FUN | ||||||||
| 8700 CROWNHILL BLVD SUITE 802 | SAN ANTONIO | TX | 78209 | NONE | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $2,500 | |
| UNITED NEGRO COLLEGE FUND INC | ||||||||
| 1805 7TH STREET | WASHINGTON | DC | 20001 | NONE | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $50,000 | |
| UNITED WAY OF THE INLAND VALLEYS | ||||||||
| 1835 CHICAGO AVENUE SUITE B | RIVERSIDE | CA | 92507 | NONE | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $5,000 | |
| US VETERENS CORPS | ||||||||
| 9704 KINGSFORD DR | CARY | NC | 27518 | NONE | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $2,500 | |
| WORKING WARDROBES FOR A NEW START | ||||||||
| 1851 KETTERING STREET | IRVINE | CA | 92614 | NONE | PUBLIC CHARITY | GENERAL & UNRESTRICTED | $2,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,002,000 | 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 | $5,499 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $22,954 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Exclusion | 01 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $28,453 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $28,453 | 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 | 8800 E RAINTREE DRIVE SUITE 300 | AddressLine1Txt |
| City | SCOTTSDALE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85620 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $971,000 | 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 | $3,600 | Amt |
| Net Investment Income | $1,800 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,800 | 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 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS - PUBLICLY TRADED | BondNm |
| EOY Book Value | $55,674 | EOYBookValueAmt |
| EOYFMV | $56,542 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK - PUBLICLY TRADED | StockNm |
| EOY Book Value | $143,921 | EOYBookValueAmt |
| EOYFMV | $216,729 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $71,924 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $73,386 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER MISCELLANEOUS EXPENSE | $21 | $0 | $0 |
| SUPPLIES | $9,237 | $0 | $9,237 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES MORGAN STANLEY | CategoryTxt |
| Amt | $3,267 | Amt |
| Net Investment Income | $3,267 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $158 | Amt |
| Net Investment Income | $158 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |