MERITAGE CARES FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- MERITAGE CARES FOUNDATION (EIN 46-5059067)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-05
- IRS object ID
- 201621269349100747
- Schema version
- 2015v2.1
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Liquidation Explanation Stmt
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-05T14:31:38-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | 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) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | MERI | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside RD | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HILLA SFERRUZZA | PersonNm |
| Person Title | treasurer | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2016-04-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $272,967 | 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 | $50,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $58 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $58 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $8,370 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,370 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,940 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $263,783 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,940 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $65,368 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $15,368 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $3,054 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,054 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $57 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $20,101 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $91 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $20,010 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $23,212 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,145 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $20,010 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $176,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $176,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $199,712 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,145 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $196,510 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$134,344 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $12,223 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $46,412 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $43,112 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $43,112 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $101,589 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $54,155 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $53,273 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $194,481 | CorporateStockBOYAmt |
| Corporate Stock EOY | $121,838 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $116,309 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $72,339 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $61,372 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $60,273 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $414,821 | TotalAssetsBOYAmt |
| Total Assets EOY | $280,477 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $272,967 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $414,821 | RetainedEarningBOYAmt |
| Retained Earning EOY | $280,477 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $414,821 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $280,477 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $414,821 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $280,477 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $414,821 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$134,344 | ExcessRevenueOverExpensesAmt |
| Subtotal | $280,477 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $280,477 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $263,783 | GrossSalesPriceAmt |
| Cost Or Other Basis | $256,843 | CostOrOtherBasisAmt |
| Gain Or Loss | $6,940 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $6,940 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,940 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $88,033 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $429,995 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.20473 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $0 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $0 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.0 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $0 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $0 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.0 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $0 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $0 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.0 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $0 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $0 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.0 | DistributionYr5Rt |
| Total Distribution | 0.20473 | TotalDistributionRt |
| Average Distribution | 0.20473 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $367,768 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $75,293 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $122 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $75,415 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $196,510 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $122 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $122 | SubtotalAmt |
| Tax Based On Investment Income | $122 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $122 | TaxDueAmt |
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 | Yes (true) | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | AZ | OrgReportOrRegisterStateCd |
| 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 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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 |
| 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 |
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 |
|---|---|---|---|---|---|---|---|---|
| Steven J Hilton | ||||||||
| Foundation Source 501 Silverside RD | Wilmington | DE | 198091377 | Pres / Dir | 1.0 | $0 | $0 | $0 |
| Hilla Sferruzza | ||||||||
| Foundation Source 501 Silverside RD | Wilmington | DE | 198091377 | Treas | 1.0 | $0 | $0 | $0 |
| C Timothy White | ||||||||
| Foundation Source 501 Silverside RD | Wilmington | DE | 198091377 | VP / Dir / Sec | 1.0 | $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 | $312,777 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $60,592 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $373,369 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $373,369 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,601 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $367,768 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $18,388 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $18,388 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $122 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $122 | TotalTaxAmt |
| Distributable Before Adj | $18,266 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $18,266 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $18,266 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $196,510 | 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 | $196,510 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $122 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $196,388 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $18,266 | DistributableAsAdjustedAmt |
| Prior Year1 | 2013 | PriorYear1Yr |
| Prior Year2 | 2012 | PriorYear2Yr |
| Prior Year3 | 2011 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $70,242 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $70,242 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $196,510 | QualifyingDistributionsAmt |
| Applied To Current Year | $18,266 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $178,244 | RemainingDistriFromCorpusAmt |
| Total Corpus | $248,486 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $248,486 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $70,242 | ExcessFromYear1Amt |
| Excess From Current Year | $178,244 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (53 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 100 CLUB OF ARIZONA | |||||||
| 333 N 44TH ST STE 100 | PHOENIX | AZ | 85008 | N/A | PC | General & Unrestricted | $2,500 |
| AMERICAN DIABETES ASSOCIATION INC | |||||||
| PO BOX 1834 | MERRIFIELD | VA | 22116 | N/A | PC | General & Unrestricted | $2,500 |
| ARIZONA FRIENDS OF FOSTER CHILDREN FOUNDATION | |||||||
| 1645 E MISSOURI AVE STE 450 | PHOENIX | AZ | 85016 | N/A | PC | General & Unrestricted | $3,750 |
| BOYS HOPE GIRLS HOPE | |||||||
| 3443 N CENTRAL AVE STE 713 | PHOENIX | AZ | 85012 | N/A | PC | General & Unrestricted | $2,500 |
| CAPITAL AREA FOOD BANK OF TEXAS INC | |||||||
| 8201 S CONGRESS AVE | AUSTIN | TX | 78745 | N/A | PC | General & Unrestricted | $2,500 |
| CARITAS OF AUSTIN | |||||||
| 611 NECHES ST | AUSTIN | TX | 78701 | N/A | PC | General & Unrestricted | $2,500 |
| CASA DE LOS NINOS INC | |||||||
| 1101 N 4TH AVE | TUCSON | AZ | 85705 | N/A | PC | General & Unrestricted | $5,000 |
| CHILDREN IN NEED OF HUGS | |||||||
| 274 E SUNSET AVE PMB 201 | SUISUN CITY | CA | 94585 | N/A | PC | General & Unrestricted | $2,500 |
| CHILDRENS HOME INC | |||||||
| 10909 MEMORIAL HWY | TAMPA | FL | 33615 | N/A | PC | General & Unrestricted | $5,000 |
| CHILDRENS MUSEUM INC | |||||||
| 1500 BINZ ST | HOUSTON | TX | 77004 | N/A | PC | General & Unrestricted | $3,500 |
| COLLEGE SUCCESS ARIZONA | |||||||
| 4040 E CAMELBACK RD STE 220 | PHOENIX | AZ | 85018 | N/A | PC | Charitable Event | $5,000 |
| COMMUNITIES IN SCHOOLS OF SAN ANTONIO | |||||||
| 1616 E COMMERCE ST BLDG 1 | SAN ANTONIO | TX | 78205 | N/A | PC | Backpack Buddies/School Supply Drive Program | $500 |
| COMMUNITY FOOD BANK INC | |||||||
| 3003 S COUNTRY CLUB RD | TUCSON | AZ | 85713 | N/A | PC | General & Unrestricted | $5,000 |
| CROSS TRAIL OUTFITTERS INC | |||||||
| 10814 WINTER CRK | SAN ANTONIO | TX | 78254 | N/A | PC | General & Unrestricted | $2,500 |
| DENVER RESCUE MISSION | |||||||
| 3501 E 46TH AVE | DENVER | CO | 80216 | N/A | PC | General & Unrestricted | $2,500 |
| DIAKONOS INC | |||||||
| PO BOX 5217 | STATESVILLE | NC | 28687 | N/A | PC | Fifth Street Ministries | $1,000 |
| ELF LOUISE INC | |||||||
| PO BOX 39107 | SAN ANTONIO | TX | 78218 | N/A | PC | General & Unrestricted | $2,500 |
| FAMILY SERVICE ASSOCIATION | |||||||
| 702 SAN PEDRO AVE | SAN ANTONIO | TX | 78212 | N/A | PC | Adopt a Family Christmas Event Program | $2,500 |
| FATHER FLANAGANS BOYS HOME | |||||||
| 975 OKLAHOMA ST | OVIEDO | FL | 32765 | N/A | PC | Boys Town Central Florida Program | $5,000 |
| FRIENDS OF THE ISRAEL DEFENSE FORCES | |||||||
| 1430 BROADWAY | NEW YORK | NY | 10018 | N/A | PC | IMPACT! Scholarship Fund | $5,000 |
| FRISCO FAMILY SERVICES CENTER | |||||||
| PO BOX 1387 | FRISCO | TX | 75034 | N/A | PC | Holiday Toy Drive Program | $2,500 |
| GABRIELS ANGELS | |||||||
| 727 E BETHANY HOME RD | PHOENIX | AZ | 85014 | N/A | PC | Charitable Event | $3,000 |
| HABITAT FOR HUMANITY OF DURHAM INC | |||||||
| 215 N CHURCH ST | DURHAM | NC | 27701 | N/A | PC | New Home Construction Program | $5,000 |
| HICKORY RIDGE MIDDLE SCHOOL PTO | |||||||
| 7336 RAGING RIDGE RD | HARRISBURG | NC | 28075 | N/A | PC | Exceptional Children Department | $2,000 |
| JOHN C LINCOLN HEALTH FOUNDATION | |||||||
| 2500 W UTOPIA RD STE 100 | PHOENIX | AZ | 85027 | N/A | PC | General & Unrestricted | $5,000 |
| KITCHEN ON THE STREET INC | |||||||
| 2650 E MOHAWK BLDG 3 STE 168 | PHOENIX | AZ | 85050 | N/A | PC | General & Unrestricted | $1,250 |
| LIFEWORKS | |||||||
| 3700 S 1ST ST | AUSTIN | TX | 78704 | N/A | PC | General & Unrestricted | $2,500 |
| MIRACLE HILL MINISTRIES INC | |||||||
| PO BOX 2546 | GREENVILLE | SC | 29602 | N/A | PC | General & Unrestricted | $5,000 |
| MIRACLE HILL MINISTRIES INC | |||||||
| PO BOX 2546 | GREENVILLE | SC | 29602 | N/A | PC | Shepard's Gate Capital Project for Playground | $3,000 |
| NORTH TEXAS FOOD BANK | |||||||
| 4500 S COCKRELL HILL RD | DALLAS | TX | 75236 | N/A | PC | Holiday Food Drive Program | $2,500 |
| RONALD MCDONALD HOUSE CHARITIES OF CENTRAL TEXAS | |||||||
| 1315 BARBARA JORDAN BLVD | AUSTIN | TX | 78723 | N/A | PC | General & Unrestricted | $2,500 |
| RONALD MCDONALD HOUSE CHARITIES OF SAN ANTONIO TEX | |||||||
| 4803 SID KATZ DR | SAN ANTONIO | TX | 78229 | N/A | PC | General & Unrestricted | $2,500 |
| RONALD MCDONALD HOUSE CHARITIES OF TAMPA BAY INC | |||||||
| BAY INC 28 COLUMBIA DR | TAMPA | FL | 33606 | N/A | PC | General & Unrestricted | $4,000 |
| RONALD MCDONALD HOUSE OF CHARLOTTE INC | |||||||
| 101 N TRYON ST STE 1900 | CHARLOTTE | NC | 28246 | N/A | PC | General & Unrestricted | $1,000 |
| SAFEQUEST SOLANO | |||||||
| 1049 UNION AVE | FAIRFIELD | CA | 94533 | N/A | PC | General & Unrestricted | $2,500 |
| SAINT SPYRIDON GREEK ORTHODOX CHURCH | |||||||
| 807 W 29TH ST | LOVELAND | CO | 80538 | N/A | PC | Charitable Event | $2,500 |
| SAN ANTONIO FOOD BANK INC | |||||||
| 5200 OLD HWY 90 W | SAN ANTONIO | TX | 78227 | N/A | PC | General & Unrestricted | $2,500 |
| SAVE THE FAMILY FOUNDATION OF ARIZONA | |||||||
| 125 E UNIVERSITY DR | MESA | AZ | 85201 | N/A | PC | General & Unrestricted | $1,250 |
| SECOND HARVEST FOOD BANK OF METROLINA INC | |||||||
| 500 SPRATT ST STE B | CHARLOTTE | NC | 28206 | N/A | PC | General & Unrestricted | $1,000 |
| SHELTER PROVIDERS OF SACRAMENTO INC | |||||||
| 1536 EUREKA RD | ROSEVILLE | CA | 95661 | N/A | PC | General & Unrestricted | $5,000 |
| SILVER LINING RIDING PROGRAM | |||||||
| 18330 N 79TH AVE APT 3116 | GLENDALE | AZ | 85308 | N/A | PC | General & Unrestricted | $2,500 |
| SOJOURNER CENTER | |||||||
| PO BOX 20156 | PHOENIX | AZ | 85036 | N/A | PC | General & Unrestricted | $1,250 |
| SPECIAL OLYMPICS ARIZONA INC | |||||||
| 2100 S 75TH AVE | PHOENIX | AZ | 85043 | N/A | PC | Charitable Event | $2,500 |
| ST PETER-ST JOSEPH CHILDRENS HOME | |||||||
| 919 MISSION RD | SAN ANTONIO | TX | 78210 | N/A | PC | Wish List Christmas Event Program | $2,500 |
| STAND FOR CHILDREN LEADERSHIP CENTER | |||||||
| 1732 NW QUIMBY ST STE 200 | PORTLAND | OR | 97209 | N/A | PC | Stand For Children Arizona Division | $5,000 |
| SUPPORTING ADOPTION & FOSTER FAMILIES TOGETHER INC | |||||||
| 608 VETERANS MEMORIAL BLVD | CUMMING | GA | 30040 | N/A | PC | General & Unrestricted | $7,500 |
| TENNYSON CENTER FOR CHILDREN AT COLORADO CHRISTIAN | |||||||
| 2950 TENNYSON ST | DENVER | CO | 80212 | N/A | PC | General & Unrestricted | $2,500 |
| TEXAS LIFE WARRIORS | |||||||
| 30335 LEGACY PINES DR | SPRING | TX | 77386 | N/A | PC | Transplant Games of America Program | $2,500 |
| THE SALVATION ARMY | |||||||
| 7361 AIRLINE HWY | BATON ROUGE | LA | 70805 | N/A | PC | Nashville, TN Area Command Project | $5,000 |
| TRAVIS COUNTY DOMESTIC VIOLENCE AND SEXUAL ASSAULT | |||||||
| PO BOX 19454 | AUSTIN | TX | 78760 | N/A | PC | Safe Place Division | $2,500 |
| UNITED STATES CATHOLIC CONFERENCE | |||||||
| 1115 MISSION RD | SAN ANTONIO | TX | 78210 | N/A | PC | Seton Home for Pregnant Women Program | $2,500 |
| UNIVERSITY OF ARIZONA FOUNDATION | |||||||
| 1111 N CHERRY AVE | TUCSON | AZ | 85721 | N/A | PC | Eller College of Management/Meritage Homes Real Estate Challenge | $15,000 |
| WORKING WARDROBES FOR A NEW START | |||||||
| 3030 PULLMAN ST STE A | COSTA MESA | CA | 92626 | N/A | PC | Luncheon Program | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $176,500 | TotalGrantOrContriPdDurYrAmt |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $58 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,370 | ExclusionAmt |
| 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 Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $6,940 | ExclusionAmt |
| 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) |
|---|---|---|
| Exclusion | $15,368 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $15,368 | 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 |
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 Person | Meritage Homes Corporation | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8800 East Raintree Drive | AddressLine1Txt |
| City | Scottsdale | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85260 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $50,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (18 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACTAVIS FUNDING SCS NOTE - 2.3 | $4,034 | $4,000 |
| AIG BOND - 3.750% - 07/10/2025 | $4,051 | $3,964 |
| AMERICAN EXPRESS - 2.250% - 08 | $4,031 | $4,001 |
| APPLE INC - 1.000% - 05/03/201 | $3,905 | $3,968 |
| COMCAST CORP NOTES - 5.150% - | $3,429 | $3,352 |
| CVS CAREMARK - 5.750% - 06/01/ | $3,402 | $3,176 |
| ENTERPRISE PRODUCTS - 0.034% - | $1,926 | $1,809 |
| GENERAL ELEC CAP CORP - 5.300% | $3,399 | $3,383 |
| GILEAD SCIENCES INC - 3.700% - | $2,034 | $2,049 |
| GOLDMAN SACHS GROUP INC - 1.46 | $4,063 | $4,018 |
| HSBC HLDGS PLC SR GLBL NT - 4. | $2,105 | $2,100 |
| JP MORGAN CHASE & CO - 3.625% | $3,010 | $3,044 |
| MERRILL LYNCH MTN BE - 6.400% | $3,445 | $3,221 |
| RIO TINTO FIN USA PLC - 1.625% | $4,027 | $3,943 |
| TIME WARNER INC - 4.750% - 03/ | $2,219 | $2,150 |
| U S BANCORP - 1.950% - 11/15/2 | $4,056 | $4,024 |
| VERIZON COMMUNICATIONS - 3.500 | $4,124 | $3,951 |
| WELLS FARGO CO - 3.500% - 03/0 | $4,112 | $4,120 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (216 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AARON'S INC | $396 | $269 |
| ADT LTD | $477 | $462 |
| AECOM TECHNOLOGY CORPORATION | $365 | $330 |
| AES CORP | $294 | $297 |
| AETNA INC | $207 | $324 |
| AGCO CP | $432 | $363 |
| AIA GROUP LTD | $942 | $1,133 |
| ALLERGAN PLC | $822 | $1,250 |
| ALLIANZ SE | $957 | $1,004 |
| AMC NETWORKS INC | $265 | $299 |
| AMERICAN CAPITAL LTD | $487 | $455 |
| AMERIPRISE FINANCIAL INC | $320 | $319 |
| ANADARKO PETROLEUM CORP | $2,273 | $1,215 |
| ANHEUSER BUSCH COS INC | $649 | $750 |
| ANNALY MTG MGMT INC. | $879 | $732 |
| ARM HOLDINGS PLC | $870 | $814 |
| ARROW ELECTRONICS INC | $537 | $488 |
| ASCENA RETAIL GROUP, INC | $1,057 | $670 |
| ASSURED GUARANTY LTD | $675 | $740 |
| AT&T, INC | $269 | $275 |
| ATLAS COPCO AB A SHS | $527 | $440 |
| AUTODESK, INC | $724 | $914 |
| AVNET INC | $306 | $300 |
| AXALTA COATING SYSTEMS LTD | $578 | $560 |
| BAIDU.COM - ADR | $987 | $945 |
| BANCO BILBAO ARG SA | $568 | $337 |
| BANCO ITAU HOLDING FINANCIERA | $721 | $430 |
| BANK NEW YORK MELLON CORP | $314 | $330 |
| BAYERISCHE MOTOREN WERKE | $811 | $663 |
| BB&T CP | $335 | $340 |
| BECTON DICKINSON & CO | $567 | $770 |
| BERKLEY W R CP | $330 | $329 |
| BEST BUY INC | $492 | $426 |
| BG GROUP PLC ADS | $773 | $682 |
| BOEING CO | $269 | $289 |
| BROADCOM CORPORATION | $517 | $983 |
| BUNGE LTD | $700 | $615 |
| CANADIAN NATL RAILWAY CO | $638 | $615 |
| CAPITAL ONE FINANCIAL CORP | $317 | $289 |
| CBS CORP CL B | $722 | $801 |
| CHESAPEAKE ENERGY CORPORATION | $293 | $284 |
| CHICOS FAS INC | $573 | $373 |
| CINCINNATI FINANCIAL CORP | $324 | $355 |
| CITRIX SYSTEMS INC | $466 | $605 |
| CIVEO CORPORATION | $364 | $77 |
| COLOPLAST AS ADR | $159 | $186 |
| COMCAST CORP | $1,712 | $1,918 |
| CONVERGYS CP | $325 | $348 |
| CORNING INC | $466 | $402 |
| CREE, INC | $594 | $320 |
| CSL LTD | $537 | $651 |
| CVS CAREMARK CORP | $292 | $391 |
| DARDEN RESTAURANTS INC | $299 | $318 |
| DASSAULT SYS SA SPN ADR | $1,043 | $1,362 |
| DBS GROUP HLDGS SPON ADR | $481 | $420 |
| DICE HOLDINGS, INC | $401 | $495 |
| DISCOVERY COMMUNICATIONS CL A | $438 | $400 |
| DOLBY LABORATORIES | $395 | $303 |
| DOMTAR LTD | $364 | $296 |
| DOW CHEMICAL PV | $306 | $309 |
| DST SYS INC. | $479 | $570 |
| E*TRADE FINANCIAL CORP | $903 | $1,245 |
| EASTMAN CHEMICAL CO | $444 | $338 |
| ENDURANCE SPCLTY HLDGS LTD | $731 | $896 |
| ENPRO INDUSTRIES INC | $705 | $658 |
| ENSCO PLC | $454 | $200 |
| ENSTAR GROUP INC | $678 | $750 |
| ENTERGY CORP | $377 | $342 |
| EVEREST RE GROUP LTD | $321 | $366 |
| EXELON CORPORATION | $338 | $278 |
| EXPRESS SCRIPTS HOLDING CO | $338 | $350 |
| FANUC LIMITED UNSPONSORED | $994 | $951 |
| FIDELITY NATIONAL INFORMATION | $637 | $727 |
| FIFTH THIRD BANCORP | $311 | $302 |
| FIRST SOLAR INC | $336 | $462 |
| FIRSTMERIT CORPORATION | $336 | $298 |
| FLUOR CORP | $1,478 | $897 |
| FOOT LOCKER INC N.Y. | $414 | $586 |
| FORD MOTOR COMPANY | $312 | $296 |
| FREEPORT-MCMORAN COPPER & GOLD | $935 | $460 |
| FRESENIUS MED CAR AG | $446 | $544 |
| FUCHS PETROLUB SE | $403 | $408 |
| GAMESTOP CORP | $365 | $252 |
| GENERAL MOTORS | $321 | $340 |
| GENTEX CORPORATION | $724 | $752 |
| GOODYEAR TIRE & RUBBER COMPANY | $352 | $359 |
| GRIFOLS SA REP 1/2 CL B | $312 | $292 |
| HANOVER INS GROUP | $368 | $407 |
| HARRIS CORP DEL | $320 | $348 |
| HARTFORD FINANCIALSERVICES GRO | $327 | $304 |
| HERTZ GLOBAL HOLDINGS INC | $901 | $583 |
| HESS CORP | $350 | $242 |
| HOLLYFRONTIER CORP | $305 | $239 |
| HUNTINGTON BANCSHARES INC | $319 | $321 |
| ICICI BK LTD ADS | $643 | $572 |
| II VI INC | $383 | $483 |
| IMMUNOGEN, INC | $347 | $353 |
| IMPERIAL OIL LMT | $430 | $293 |
| INGRAM MICRO INC - CL A | $323 | $365 |
| INGREDION INC | $325 | $383 |
| INTEL CORP | $308 | $345 |
| INTERPUBLIC GROUP OF COS | $657 | $838 |
| IONIS PHARMACEUTICALS INC | $127 | $310 |
| JACOBS ENGINEERNG GP | $974 | $965 |
| JETBLUE AIRWAYS CORP | $149 | $272 |
| JGC CORP ADR | $734 | $336 |
| JP MORGAN CHASE | $401 | $396 |
| JUNIPER NETWORKS | $327 | $386 |
| KNOWLES CORPORATION | $1,065 | $520 |
| KOHLS CORP | $659 | $476 |
| KONE OYJ ADR B SHS | $462 | $420 |
| L'AIR LIQUIDE ADR OTC | $934 | $830 |
| L'OREAL ADR | $778 | $776 |
| L-3 COMMUNICATIONS CORP | $1,058 | $1,076 |
| LABORATORY CORP AMER HLDGS | $1,050 | $1,236 |
| LEUCADIA NATL CORP | $1,832 | $1,373 |
| LIBERTY BROADBAND CORP (LBRDA) | $44 | $52 |
| LIBERTY BROADBAND CORP (LBRDK) | $86 | $104 |
| LIBERTY INTERACTIVE CORPORATIO | $603 | $656 |
| LIBERTY MEDIA CORPORATION | $252 | $305 |
| LIBERTY MEDIA CORPORATION | $132 | $157 |
| LIBERTY VENTURES | $93 | $135 |
| LINCOLN NATIONAL CORP | $1,092 | $1,106 |
| LINDE AG SPONSORED ADR | $341 | $260 |
| LVMH MOET HENN UNSP | $394 | $315 |
| LYONDELLBASELL INDUSTRIES NV | $356 | $348 |
| MACY'S INC | $461 | $280 |
| MANPOWER GROUP INC | $344 | $337 |
| MARATHON PETROLEUM CORP | $272 | $311 |
| MARKEL CORP | $616 | $883 |
| MEDTRONIC PLC | $462 | $462 |
| MEREDITH CORP | $284 | $260 |
| MICROSTRATEGY INCORPORATED | $333 | $538 |
| MITSUBISHI ESTATE CO ADR | $361 | $332 |
| MONOTARO CO., LTD | $147 | $361 |
| MORGAN STANLEY | $340 | $318 |
| MTN GROUP LTD SPON ADR | $586 | $237 |
| NASDAQ OMX GROUP | $255 | $407 |
| NASPERS LTD N SPONS ADR | $411 | $409 |
| NATL OILWELL VARCO | $1,186 | $536 |
| NCR CP | $740 | $563 |
| NESTLE S.A | $1,140 | $1,116 |
| NEWS CORP LTD ADR | $1,086 | $1,005 |
| NOBLE CORPORATION | $709 | $580 |
| NORTHROP GRUMMAN CORP | $244 | $378 |
| NOVO NORDISK A S | $498 | $639 |
| NOW INC | $528 | $285 |
| NUANCE COMMUNICATIONS, INC | $288 | $358 |
| NUCOR CP | $1,157 | $887 |
| OMNICOM GROUP | $1,310 | $1,437 |
| ORBIAL ATK, INC | $327 | $447 |
| PACWEST BANCORP | $324 | $302 |
| PENTAIR INC. | $677 | $446 |
| PHILLIPS 66 | $311 | $327 |
| PITNEY BOWES INC | $305 | $310 |
| PNC FINANCIAL GROUP INC | $339 | $381 |
| PROGRESSIVE CORP OHIO | $312 | $350 |
| BIOGEN INC | $1,787 | $1,837 |
| PUBLIC SVC ENTERPRISE GROUP IN | $342 | $310 |
| PVH CORP | $348 | $221 |
| RAYONIER ADVANCED MATERIALS IN | $638 | $176 |
| RAYTHEON CO | $301 | $374 |
| REINSURANCE GROUP AMER INC | $313 | $342 |
| RELIANCE STL & ALMN | $395 | $347 |
| ROCHE HOLDING LTD ADR | $1,141 | $1,103 |
| ROWAN CO PLC | $294 | $288 |
| RYMAN HOSPITALITY PROPERTIES | $742 | $826 |
| SANDISK CORP | $882 | $912 |
| SANDS CHINA LTD UNSP ADR | $809 | $408 |
| SAP AKTIENGESELL ADS | $950 | $949 |
| SASOL LTD | $484 | $295 |
| SCHLUMBERGER LTD | $942 | $698 |
| SEAGATE TECHNOLOGY | $1,749 | $1,282 |
| SONOCO PRODUCTS COMPANY | $501 | $490 |
| SONOVA HOLDING AG AD | $400 | $354 |
| SOUTHWESTERN ENERGY | $169 | $220 |
| STARZ | $159 | $168 |
| STEEL DYNAMICS INC | $322 | $268 |
| SUNTRUST BKS INC | $429 | $471 |
| SVENSKA HANDELSBK UNS ADR | $362 | $290 |
| SYMANTEC CORP | $434 | $441 |
| SYMRISE AG UNSPONSORED | $341 | $412 |
| SYNOVUS FINL CP | $310 | $389 |
| SYSMEX CORP UNSP ASDR | $450 | $937 |
| T. ROWE PRICE ASSOCIATES | $837 | $786 |
| TAIWAN SEMICONDUCTOR MFG CO LT | $1,077 | $1,206 |
| TARGET CORPORATION | $313 | $290 |
| TE CONNECTIVITY LTD | $1,089 | $1,163 |
| TEGNA | $310 | $281 |
| TESORO CORP | $224 | $211 |
| TETRA TECH INC | $608 | $651 |
| THOR INDS INC | $290 | $281 |
| TORCHMARK CORP | $343 | $343 |
| TRAVELERS COMPANIES INC | $394 | $451 |
| TURKIYE GARANTI BANK | $431 | $286 |
| TWITTER INC | $607 | $555 |
| TYCO INTERNATIONAL LTD | $1,104 | $829 |
| UNICHARM CORP - SPN ADR | $659 | $730 |
| UNILEVER PLC AMER | $533 | $517 |
| UNITEDHEALTH GROUP INC | $1,357 | $2,117 |
| UNIVERSAL HLTH SVC B | $231 | $358 |
| UNUM CORP | $339 | $333 |
| VALERO ENERGY CORP | $244 | $354 |
| VERIZON COMMUNICATIONS | $348 | $324 |
| VERTEX PHARMCTLS INC | $333 | $629 |
| VIACOM INC. CL B | $590 | $288 |
| WAL-MART STORES INC | $298 | $307 |
| WEATHERFORD INTL | $2,616 | $1,217 |
| WELLS FARGO & CO | $495 | $544 |
| WESTERN DIGITAL CORP | $590 | $540 |
| WESTERN UNION CO | $488 | $555 |
| WHIRLPOOL CORP | $348 | $294 |
| WILLIS GROUP HOLDINGS LTD | $1,113 | $1,262 |
| WPP GROUP PLC | $961 | $1,033 |
| XEROX CP | $444 | $393 |
| ZIMMER BIOMET HOLDINGS | $983 | $1,026 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $54,155 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $53,273 | USGovtObligationsEOYFMVAmt |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | This statement is submitted to report the distribution of certain assets during the year. The distributions resulted in a substantial contraction of assets. The following information is submitted in accordance with Treasury Regulation Section 1.6043-3(a)(1) and the Form 990-PF instructions: During the taxable year ending December 31, 2015, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $176,500. This amount represents over 25% of the Foundation's net assets of $421,506 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2015. Although the Foundation technically experienced a substantial contraction, it will continue in existence and has no plans for dissolution. The Foundation made distributions of cash to the grantees listed in the attachment to Part XV, Line 3a; each such grant was made solely for the charitable purpose specified therein. | ExplanationTxt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $20,000 | $20,000 | |
| Bank Charges | $91 | $91 | |
| State or Local Filing Fees | $10 | $10 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $3,054 | Amt |
| Net Investment Income | $3,054 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990-PF Excise Tax for 2014 | CategoryTxt |
| Amt | $57 | Amt |