2024-05-14T11:03:52-05:00 2023-12-31 Foundation Source 3333 New Hyde Park Rd Ste 406 New Hyde Park NY 11042 990PF 2023-01-01 813972701 Myers Family Foundation % Foundation Source MYER 8008391754 Foundation Source 501 Silverside Rd Wilmington DE 198091377 JAMES MEYERS PRESIDENT 8008391754 2024-05-08 true JAMES MEYERS 999009999 true Jeffrey D Haskell P01345770 8008391754 2023 2023-04-26 12:10:37Z X 5979921 X 306748 1709 1709 121746 121746 265117 2934429 498219 695320 621674 0 42134 42134 4200 23460 23460 69794 42134 23460 2441088 2441088 2510882 42134 2464548 -1815562 579540 304871 491465 491465 573821 311010 290298 3431790 2169749 2565216 1324575 847271 787062 523493 523493 1845880 6158550 4342988 5979921 0 0 X 6158550 4342988 6158550 4342988 6158550 4342988 6158550 -1815562 4342988 4342988 Publicly-traded Securities 2934429 2436210 498219 498219 498219 8056 8056 8056 2885 0 2885 X 0 5171 false false false false false false true true true DE true false false false false true Foundation Source 8008391754 501 Silverside Road Suite 123 Wilmington DE 198091377 false false false false false false false false false false false false false false false false false false false false false James Myers Foundation Source 501 Silverside Rd Wilmington DE 198091377 Dir, Pres, Sec, Treas 1.0 0 0 0 Josephine Myers Foundation Source 501 Silverside Rd Wilmington DE 198091377 VP 1.0 0 0 0 4289776 280901 1845880 6416557 0 6416557 96248 6320309 316015 316015 8056 8056 307959 307959 307959 2464548 0 0 0 0 2464548 307959 2021 2020 2019 17545 503732 66168 587445 2464548 307959 2156589 2744034 0 2744034 17545 503732 66168 2156589 NONE X AUTISM RESEARCH INSTITUTE 4182 ADAMS AVE SAN DIEGO CA 92116 N/A PC General & Unrestricted 2000 CATHOLIC COMMUNITY FOUNDATION 1404 EAST NINTH ST CLEVELAND OH 44114 N/A PC General & Unrestricted 200000 CATHOLIC SECONDARY EDUCATION- DIOCESE OF SAN DIEGO PO BOX 85728 SAN DIEGO CA 92186 N/A PC General & Unrestricted 399250 DOMINICAN SISTERS OF MARY MOTHER OF THE EUCHARIST 4597 WARREN RD ANN ARBOR MI 48105 N/A PC General & Unrestricted 5000 HELEN WOODWARD ANIMAL CENTER PO BOX 64 RANCHO SANTA FE CA 92067 N/A PC Therapeutic Horse Riding program 25000 JOHN CARROLL UNIVERSITY 1 JOHN CARROLL BLVD UNIVERSITY HT OH 44118 N/A PC General & Unrestricted 333333 MARQUETTE UNIVERSITY 1250 W WISCONSIN AVE PO BOX 1881 MILWAUKEE WI 53201 N/A PC General & Unrestricted 15000 PASTOR OF SAINT JAMES CATHOLIC PARISH IN SOLANA BE 625 S NARDO AVE SOLANA BEACH CA 92075 N/A PC General & Unrestricted 350000 PAWS FOR PURPLE HEARTS 10201 OLD REDWOOD HWY PENNGROVE CA 94951 N/A PC General & Unrestricted 10000 ROMAN CATHOLIC BISHOP OF SAN DIEGO PO BOX 85728 SAN DIEGO CA 92186 N/A PC 2023 Annual Catholic Appeal at St. James in Solana Beach 50000 SANFORD BURNHAM PREBYS MEDICAL DISCOVERY INSTITUTE 10901 N TORREY PINES RD LA JOLLA CA 92037 N/A PC General & Unrestricted 200000 SOLON COMMUNITY LIVING INC 6790 RIDGECLIFF DR SOLON OH 44139 N/A PC General & Unrestricted 125000 SPECIAL OLYMPICS SOUTHERN CALIFORNIA INC 1600 FORBES WAY STE 200 LONG BEACH CA 90810 N/A PC General & Unrestricted 5000 THE FOUNDATION FOR CATHOLIC SECONDARY EDUCATION OF 360 DIVISION AVE S STE 3A GRAND RAPIDS MI 49503 N/A SO I General & Unrestricted 450000 VILLA ANGELA ST JOSEPH HIGH SCHOOL 18491 LAKE SHORE BLVD CLEVELAND OH 44119 N/A PC General & Unrestricted 271505 2441088 14 1709 14 121746 18 265117 388572 388572 false false false false false false false false false false X X 1 Myers Family Trust PO Box 676206 Rancho Santa Fe CA 92067 306748 X 1 AMAZON COM AMZN, 472 sh. 72497 2023-12-20 1 COSTCO WHOLESALE CORPORATION COST, 64 sh. 42725 2023-12-20 1 THE TRADE DESK INC TTD, 322 sh. 24736 2023-12-20 1 ADOBE SYSTEMS, INC ADBE, 54 sh. 32460 2023-12-21 1 APPLE INC AAPL, 395 sh. 77140 2023-12-21 1 EATON CORP PLC ETN, 127 sh. 29949 2023-12-21 1 ACCENTURE PLC ACN, 79 sh. 27242 2023-12-21 ADVANCE AUTO PARTS - 5.950% - 2842 2986 AECOM - 5.125% - 03/15/2027 2235 1985 AFLAC INC - 3.600% - 04/01/193 35029 30295 AMERICAN EXPRESS CO - 2.550% - 17067 16872 AMGEN INC - 3.625% - 05/22/202 21623 20832 AON PLC NOTE - 3.875% - 12/15/ 23660 22527 ARCONIC - 6.750% - 01/15/2028 3698 3160 ARCONIC INC - 5.900% - 02/01/2 1019 1026 ASBURY AUTOMOTIVE GROUP INC SE 3225 2802 BALL CORP - 4.875% - 03/15/202 2261 1993 BALL CORP - 6.000% - 06/15/202 3023 3064 BANK AMER CORP MTN - 3.824% - 33800 31725 BATH & BODY WORKS - 5.250% - 0 1932 1978 BLACKROCK INC - 2.400% - 04/30 27236 26834 BOYD GAMING - 4.750% - 12/01/2 3055 2886 CALLON PETE CO DEL SER B NOTE 2925 2986 CAPITAL ONE FINL CORP NT - 1.8 31698 29697 CARPENTER TECHNOLOGYCORP NOTE 3304 3013 CCO HLDGS LLC / CCO HLDGS CAP 3760 3424 CDW LLC - 5.500% - 12/01/2024 3255 2991 CEDAR FAIR LP - 5.375% - 04/15 2768 2935 CENTENE CORP DEL SER B - 4.250 2880 2892 CENTURY COMMUNITIES INC SER B 2150 2024 CHARTER COMMUNICATIONS OPER - 2357 2558 CHARTER COMMUNICATIONS OPER - 3794 3562 CHEMOURS CO NOTE CALL MAKE WHO 3237 2931 CITIGROUP INC - 4.412% - 03/31 37577 31604 CLEVELAND-CLIFFS INCNEW SER B 3143 2990 COMCAST CORP NOTE - 4.650% - 0 25974 26140 COMMERCIAL METALS CO NOTE - 3. 3813 3540 CREDIT ACCEP CORP MICH - 6.625 2104 1996 CRESTWOOD MIDSTREAM PRTNRS - 5 2955 3001 CROWDSTRIKE HLDGS INC NOTE - 3 3673 3617 CROWN AMERS LLC - 4.250% - 09/ 1830 1940 CROWN AMERS LLC - 5.250% - 04/ 2858 2955 CROWN CORK &SEAL INCBOND CALL 3690 3150 DCP MIDSTREAM OPERATING PL - 5 3158 3002 DELTA AIR LINES INC NOTE CALL 2315 2067 ENCOMPASS - 4.750% - 02/01/203 4151 3769 ENCOMPASS HEALTH CORP - 4.500% 3068 2871 ENLINK MIDSTREAM PARTNERS LP N 2933 2939 EQM MIDSTREAM PARTNERS - 5.500 3865 3963 EQUIREANS MIDSTREAM CORP - 6.5 1800 2045 FIRSTENERGY CORP - 3.900% - 06 3000 2886 FLUOR CORP NOTE CALL MAKE WHOL 3071 2861 FORD MOTOR COMPANY - 4.346% - 3858 3900 FORD MTR CO - 9.625% - 04/22/2 1975 2359 GENERAL MTRS - 5.400% - 04/06/ 3005 3021 GOLDMAN SACHS GROUP INC - 3.85 27486 26264 GRIFFON CORP SER B NOTE - 5.75 3175 2948 HB FULLER - 4.250% - 10/15/202 4083 3740 HCA INC - 5.375% - 02/01/2025 3148 2996 HILLENBRAND INC NOTE CALL MAKE 2963 2590 HILTON DOMESTIC INC SER B - 4. 4093 3878 HILTON WORLDWIDE - 4.875% - 04 3913 3940 HOME DEPOT INC - 2.950% - 06/1 22439 19759 JOHN DEER CAPITAL - 4.700% - 0 1982 2033 JPMORGAN CHASE - 1.953% - 02/0 35723 30127 KEYCORP MEDIUM TERM NTS - 2.25 21313 18923 LAMAR MEDIA CORP SER B NOTE - 1768 1880 LAMAR MEDIA CORP SER B NOTE CA 4215 3869 LIMITED BRANDS - 6.750% - 07/0 4358 4031 MACYS RETAIL HLDGS INC NOTE - 2243 2430 MAGIC SOFTWARE ENTERPRISES LTD 4140 3894 MGM RESORTS - 5.750% - 06/15/2 2210 1992 MGM RESORTS INTERNATIONAL NOTE 3271 2976 MORGAN STANLEY - 3.875% - 01/2 26935 26453 MURPHY OIL CORP NOTE CALL MAKE 2963 2986 NRG ENERGY INC SER B - 5.750% 2884 2989 OLIN CORP NOTE - 5.625% - 08/0 2218 1968 OLIN CORP SR NOTE - 5.000% - 0 2839 2861 ONEMAIN FIN - 9.000% - 01/15/2 2999 3173 PACIFIC GAS &ELEC - 4.950% - 0 2442 2571 PATTERSON-UTI ENERGYINC SER B 3980 3729 PBF HLDG - 6.000% - 02/15/2028 2828 2913 PENSKE AUTOMOTIVE GRP INC NOTE 2038 1940 PG&E - 5.250% - 07/01/2030 4179 3861 PNC FIN SVCS - 2.550% - 01/22/ 32606 28028 QVC INC 5.450% 8/15/2034 - 5.4 2993 1818 RADIAN GROUP INC NOTE CALL MAK 2256 2008 RANGE RES CORP NOTE - 4.875% - 2108 1975 ROYAL CARIBBEAN - 3.700% - 03/ 2755 2765 RYMAN HOSPITALITY PROPERTIES - 3062 2898 SBA COMMUNICATIONS CORP SER B 3640 3595 SBA COMMUNICATIONS CORP SER B 3141 2882 SEAGATE HDD CAYMAN - 4.875% - 2910 2943 SEAGATE HDD CAYMAN NOTE CALL - 3510 2880 SERVICE CORP INTL - 5.125% - 0 4353 3920 SHEA HOMES LP - 4.750% - 02/15 2650 2820 SM ENERGY COMPANY NOTE CALL MA 2070 1986 SOUTHWESTERN ENERGY CO SER B N 3083 2928 SPIRIT AEROSYSTEMS - 3.850% - 4170 3844 SPRINT CAPITAL CORP - 6.875% - 2085 2166 SPRINT CORP SR GLBL NT - 7.125 3459 3013 SPRINT CORPORATION - 7.625% - 3473 3133 TALOS PRODTN - 12.000% - 01/15 2112 2058 TELEFLEX INC - 4.625% - 11/15/ 4173 3906 TENET HEALTHCARE CORP - 6.120% 2813 3033 TENET HEALTHCARE CORP SER B NO 2933 2967 TENET HEALTHCARE CORP SER B NO 2790 2992 TRANSDIGM INC - 7.500% - 03/15 2135 2008 TRANSDIGM INC SER B NOTE - 5.5 3139 2938 TRAVEL + LEISURE CO - 5.100% - 2255 2002 TRUIST - 1.950% - 06/05/2030 34452 33431 UNION PACIFIC CORP NOTE - 2.40 25769 23188 UNITED RENTALS - 5.250% - 01/1 2770 2959 UNITED RENTALS NORTH AMER INC 4086 3685 USA COM PART/USA COM FIN - 6.8 2940 2965 VERIZON COMMUNICATIONS INC - 3 28501 23798 VITAL ENERGY - 10.125% - 01/15 3045 3083 WALGREENS BOOTS ALLIANCE - 3.8 2948 2946 WELLS FARGO - 3.550% - 09/29/2 21413 20523 WEYERHAEUSER REAL ESTATE CO NO 2228 2000 XILINX INC NOTE CALL MAKE WHOL 29960 24796 XPO CNW INC - 6.700% - 05/01/2 2978 3068 YUM BRANDS INC NOTE CALL MAKE 3030 2806 AGREE REALTY CORP 3067 2581 ALEXANDRIA REAL ESTATE EQUITIE 6726 4564 ALTEGRIS AACA REAL ESTATE LONG 235682 168692 AMERICAN HOMES 4 RENT 6217 7048 AMERICAN TOWER REIT INC 16712 17055 APARTMENT INV AND MGMT COMPANY 1824 2067 AVALONBAY CMNTYS INC 4239 3744 BOSTON PPTYS INC 4586 2807 CAMDEN PPTY TR 2703 2879 CROWN CASTLE INTL 10942 9446 DIGITAL RLTY TR INC 2443 2288 EASTGROUP PROPERTIES INC 6755 10645 EPR PROPERTIES 1972 1986 EQUINIX, INC 11565 15302 EQUINOX CAMPBELL STRATEGY I 162572 173393 EQUITY LIFESTYLE PRP 4731 5643 ESSEX PRTY TR INC 3395 3223 EVENTIDE GILEAD FUND INSTITUTI 130022 146382 EXTRA SPACE STORAGE 6973 7696 FARMLAND PARTNERS INC 1930 1822 FIRST EAGLE SOGEN OVERSEAS FUN 126157 128684 FIRST TR VALUE LN DV 279201 422879 FIRST TRUST CAPITAL STRENGTH 243326 412046 FIRST TRUST NORTH AMERICAN ENE 120600 162374 GAMING AND LEISURE PROPERTIES, 4967 6416 HOST HOTELS & RESORTS INC 5189 5763 INVESCO OPPENHEIMER INTERNATIO 131973 122560 INVITATION HOMES INC. 1611 1910 KITE RLTY GROUP TRUST 6276 6995 LOCORR MANAGED FUTURES STRATEG 175262 154882 MFPIQZ 9579 9692 MID-AMERICA APT COMMUNITIES IN 2990 2286 OMEGA HEALTHCARE INV 1073 1012 PIMCO INTL STOCKSPLUS AR STRAT 129695 148529 POSTAL REALTY TRUST INC 1022 976 PROLOGIS 8458 8265 PUBLIC STORAGE INC 8750 7320 REALTY INCOME CORP 3095 2526 REGENCY CENTERS CORP 3392 3417 SAFEHOLD INC 1004 1076 SBA COMMUNICATIONS CORP 4724 3552 SIMON PPTY GROUP INC 5925 8844 SPDR SER TR BARCLAYS CAP CONV 145606 188600 SUN COMMUNITIES INC 1979 2005 TERRENO RLTY CORPCOM 7225 8774 VENTAS INC 3129 2741 VICI PROPERTIES INC 3873 5483 VIRTUS KAR SMALL-MID CAP CORE 97625 132308 WELLTOWER INC. 6930 8927 WEYERHAEUSER CO 4057 5111 311010 290298 CORTICA INC PFD SER C 523493 1845880 As explained below, the Foundation has no plans for dissolution. 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, 2023, the Foundation made distributions from assets from sources other than current income. Collectively, the distributions in excess of current income totaled $2,441,088. This amount represents 25% or more of the Foundation's net assets of $6,997,994 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2023. 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 XIV, Line 3a; each such grant was made solely for the charitable purpose specified therein. Administrative Fees 23435 23435 State or Local Filing Fees 25 25 Investment Management Services 42134 42134 990-PF Estimated Tax for 2023 2800 990-PF Extension for 2022 1400