2024-05-15T15:34:37-05:00 2023-12-31 133734876 BMW MANAGEMENT CPA PC 10 NOSBAND AVENUE STE 1L WHITE PLAINS NY 10605 990PF 2023-01-01 316023945 THE MEYERS FOUNDATION C/O PHILIP MEYERS III MEYE 2123056384 1560 EAST NINES POINT LANE BOISE ID 83702 PHILIP MEYERS PRESIDENT 2123056384 2024-05-14 1 PHILIP MEYERS XXX-XX-XXXX 0 BENJAMIN WETCHLER P00930997 9147619195 2024-05-14 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 3033515 X X 204 204 53578 53578 69584 339355 69584 123366 123366 0 0 0 4850 2425 2425 1165 965 200 14639 14639 0 20654 18029 2625 138692 138692 159346 18029 141317 -35980 105337 26507 26158 26158 63867 24587 24587 1249757 1261335 2442038 524340 516411 540732 1864471 1828491 3033515 0 0 X 1772897 1772897 44000 44000 47574 11594 1864471 1828491 1864471 1828491 1864471 -35980 0 1828491 0 1828491 MCDONALDS CORP-33 SHS P 2019-04-24 2023-04-13 9409 6537 2872 2872 COMCAST CORP-900 SHS P 2019-07-25 2023-04-17 34344 40086 -5742 -5742 COMCAST CORP-310 SHS P 2021-11-22 2023-04-17 11830 16089 -4259 -4259 BRISTOL-MYERS SQUIBB-225 SHS P 2016-03-18 2023-06-20 14801 14075 726 726 BRISTOL-MYERS SQUIBB-150 SHS P 2016-08-23 2023-06-20 9867 8970 897 897 BRISTOL-MYERS SQUIBB-200 SHS P 2016-12-07 2023-06-20 13156 11015 2141 2141 BRISTOL-MYERS SQUIBB-173 SHS P 2020-06-23 2023-06-20 11380 10131 1249 1249 DEERE & CO-20 SHS P 2022-07-11 2023-07-06 8000 6016 1984 1984 MICROSOFT CORP-24 SHS P 2022-07-11 2023-07-06 8145 6353 1792 1792 AMERN TOWER CORP-5 SHS P 2017-11-30 2023-07-06 981 720 261 261 AMERN TOWER CORP-35 SHS P 2020-09-03 2023-07-06 6868 8832 -1964 -1964 BERKSHIRE HATHAWAY-18 SHS P 2012-06-05 2023-07-06 6124 1424 4700 4700 BOOZ ALLEN HAMILTON-72 SHS P 2021-02-11 2023-07-06 8021 6076 1945 1945 COSTCO WHOLESALE CO-10 SHS P 2020-09-29 2023-07-06 5374 3535 1839 1839 JPMORGAN CHASE & CO-44 SHS P 2022-03-04 2023-07-06 6255 5884 371 371 BOOZ ALLEN HAMILTON-139 SHS P 2021-02-11 2023-07-28 16794 11730 5064 5064 FORTREA HOLDINGS INC-150 SHS P 2016-03-24 2023-08-04 4483 2564 1919 1919 FORTREA HOLDINGS INC-10 SHS P 2018-10-02 2023-08-04 299 259 40 40 AMAZON.COM INC-93 SHS P 2023-10-13 12109 11417 692 692 AMGEN INC-20 SHS P 2023-10-13 5636 1117 4519 4519 APPLE INC-44 SHS P 2023-10-13 7855 1174 6681 6681 ENBRIDGE INC-764 SHS P 2023-10-13 24908 26438 -1530 -1530 ENBRIDGE INC-673 SHS P 2023-10-13 22089 20744 1345 1345 GENERAL DYNAMICS CO-22 SHS P 2023-10-13 5228 4498 730 730 META PLATFORMS INC CLASS A-15 SHS P 2023-10-13 4880 5152 -272 -272 MICROSOFT CORP-58 SHS P 2023-10-13 19132 2610 16522 16522 COSTCO WHOLESALE CO-23 SHS P 2023-10-13 12640 8132 4508 4508 UNITEDHEALTH GRP INC-8 SHS P 2023-10-13 4370 4033 337 337 UNITEDHEALTH GRP INC-25 SHS P 2023-10-13 13111 12126 985 985 ACCENTURE PLC F CLASS A-12 SHS P 2023-12-27 4219 957 3262 3262 ANALOG DEVICES INC-10 SHS P 2023-12-27 1975 912 1063 1063 APPLE INC-38 SHS P 2023-12-27 7380 1014 6366 6366 DUKE ENERGY CORP-68 SHS P 2023-12-27 6628 6677 -49 -49 MICROSOFT CORP-21 SHS P 2023-12-27 7865 603 7262 7262 SALESFORCE INC-12 SHS P 2023-12-27 3199 1871 1328 1328 69584 1464 0 1464 0 1464 3421 0 0 0 3421 X 0 1957 1957 0 0 0 0 0 0 0 0 0 0 0 1 1 OH 1 0 0 0 0 1 N/A PHILIP MEYERS III 9176088959 1560 EAST NINES POINT LANE BOISE ID 83702 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PHILIP MEYERS III 1560 EAST NINES POINT LANE BOISE ID 83702 PRESIDENT 1.00 0 0 0 ANN MEYERS 626 WINDING WAY CINCINNATI OH 45220 SECRETARY 1.00 0 0 0 NONE 0 NONE 0 0 2782590 65639 0 2848229 0 0 2848229 42723 2805506 140275 140275 1464 1464 138811 0 138811 0 138811 141317 0 141317 138811 0 0 13401 13401 141317 0 0 0 138811 2506 0 0 15907 0 0 0 0 0 0 0 15907 13401 2506 PHILIP MEYERS III X ALPHA OMEGA ALPHA -HONOR MEDICAL SOCIETY 12635 E MONTVIEW BLVD SUITE 270 AURORA CO 80045 N/A PUBLIC CHARITY CHARITABLE CONTRIBUTION 100 AMERICAN CANCER SOCIETY PO BOX 6704 HAGERSTOWN MD 21741 N/A PUBLIC CHARITY CHARITABLE CONTRIBUTION 1000 AMERICAN COLLEGE OF RADIOLOGY FOUNDATION 1891 PRESTON WHITE DR RESTON VA 20191 N/A PUBLIC CHARITY CHARITABLE CONTRIBUTION 1000 AMERICAN HEART ASSOCIATION 7272 GREENVILLE AVE DALLAS TX 75231 N/A PUBLIC CHARITY CHARITABLE CONTRIBUTION 1569 AMERICAN JEWISH COMMITTEE PO BOX 7247 PHILADELPHIA PA 191700001 N/A PUBLIC CHARITY CHARITABLE CONTRIBUTION 20000 AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INC 220 EAST 42ND ST SUITE 400 NEW YORK NY 10017 N/A PUBLIC CHARITY CHARITABLE CONTRIBUTION 5000 AMERICAN SOCIETY OF NEURORADIOLOGY 800 ENTERPRISE DRIVE SUITE 205 OAK BROOK IL 605234216 N/A PUBLIC CHARITY CHARITABLE CONTRIBUTION 2200 BOGUS BASIN 2600 BOGUS BASIN ROAD BOISE ID 83702 N/A PUBLIC CHARITY CHARITABLE CONTRIBUTION 1539 CASE WESTERN RESERVE UNIVERSITY 10900 EUCLID AVENUE CLEVELAND OH 44106 N/A PUBLIC CHARITY CHARITABLE CONTRIBUTION 20000 CENTER FOR INDEPENDENT DOCUMENTARY PO BOX 95216 NEWTON MA 02495 N/A PUBLIC CHARITY CHARITABLE CONTRIBUTION 4000 CINCINNATI ZOOLOGICAL GARDENS 3400 VINE STREET CINCINNATI OH 45220 N/A PUBLIC CHARITY CHARITABLE CONTRIBUTION 5000 DOCTORS WITHOUT BORDERS 40 RECTOR STREET 16TH FL NEW YORK NY 10006 N/A PUBLIC CHARITY CHARITABLE CONTRIBUTION 1500 FRIENDS OF THE ISRAEL DEFENSE FORCES PO BOX 4224 NEW YORK NY 10163 N/A PUBLIC CHARITY CHARITABLE CONTRIBUTION 15000 FRIENDS OF UNITED HATZOLAH 442 5TH AVENUE 1866 NEW YORK NY 10018 N/A PUBLIC CHARITY CHARITABLE CONTRIBUTION 15000 GANNON UNIVERSITY 109 UNIVERSITY SQUARE ERIE PA 16501 N/A PUBLIC CHARITY CHARITABLE CONTRIBUTION 500 HABITAT FOR HUMANITY INTERNATIONAL 322 WEST LAMAR STREET AMERICUS GA 31709 N/A PUBLIC CHARITY CHARITABLE CONTRIBUTION 1500 HADASSAH EMERGENCY FUND 40 WALL STREET NEW YORK NY 10005 N/A PUBLIC CHARITY CHARITABLE CONTRIBUTION 2060 INTERNATIONAL RESCUE COMMITTEE 122 EAST 42ND STREET NEW YORK NY 10168 N/A PUBLIC CHARITY CHARITABLE CONTRIBUTION 1500 JEWISH FEDERATIONS OF NORTH AMERICA PO BOX 157 NEW YORK NY 10268 N/A PUBLIC CHARITY CHARITABLE CONTRIBUTION 20000 LA SOUPE CHARITY 915 E MCMILLAN ST CINCINNATI OH 45206 N/A PUBLIC CHARITY CHARITABLE CONTRIBUTION 500 MADI'S HOUSE 2360 KIPLING AVENUE CINCINNATI OH 45239 N/A PUBLIC CHARITY CHARITABLE CONTRIBUTION 550 MICRO AID PO BOX 853 VENICE CA 90294 N/A PUBLIC CHARITY CHARITABLE CONTRIBUTION 2500 MIRIAM'S KITCHEN 2401 VIRGINIA AVENUE NW WASHINGTON DC 20037 N/A PUBLIC CHARITY CHARITABLE CONTRIBUTION 500 NATURE CONSERVANCY 4245 NORTH FAIRFAX DRIVE ARLINGTON VA 22203 N/A PUBLIC CHARITY CHARITABLE CONTRIBUTION 2000 NORTHWESTERN UNIVERSITY 633 CLARK ST EVANSTON IL 60208 N/A PUBLIC CHARITY CHARITABLE CONTRIBUTION 500 PLANNED PARENTHOOD 26 BLEEKER ST NEW YORK NY 10012 N/A PUBLIC CHARITY CHARITABLE CONTRIBUTION 2500 RADIOLOGICAL SOCIETY OF NORTH AMERICA 820 JORIE BLVD SUITE 200 OAK BROOK IL 60523 N/A PUBLIC CHARITY CHARITABLE CONTRIBUTION 3399 RONALD MCDONALD HOUSE CHARITIES ONE KROC DRIVE OAK BROOK IL 60523 N/A PUBLIC CHARITY CHARITABLE CONTRIBUTION 1000 SEVA FOUNDATION PO BOX 11277 BERKELEY CA 94712 N/A PUBLIC CHARITY CHARITABLE CONTRIBUTION 1000 SEVEN HILLS SCHOOLS 5400 RED BANK ROAD CINCINNATI OH 45227 N/A PUBLIC CHARITY CHARITABLE CONTRIBUTION 1000 SOCIETY OF NEUROINTERVENTIONAL SURGERY FOUNDATION 12587 FAIR LAKES CIRCLE SUITE 353 FAIRFAX VA 22033 N/A PUBLIC CHARITY CHARITABLE CONTRIBUTION 775 TRINITY COLLEGE 300 SUMMIT STREET HARTFORD CT 06106 N/A PUBLIC CHARITY CHARITABLE CONTRIBUTION 500 UNIVERSITY OF CINCINNATI 2600 CLIFTON AVENUE CINCINNATI OH 45221 N/A PUBLIC CHARITY CHARITABLE CONTRIBUTION 1000 UNIVERSITY OF MICHIGAN 3003 SOUTH STATE STREET SUITE 8000 ANN ARBOR MI 48109 N/A PUBLIC CHARITY CHARITABLE CONTRIBUTION 500 WOODSTOCK JEWISH CONGREGATION 1682 GLASCO TURNPIKE WOODSTOCK NY 12498 N/A PUBLIC CHARITY CHARITABLE CONTRIBUTION 2000 138692 0 14 204 14 53578 18 69584 0 123366 0 123366 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 4850 2425 2425 CORPORATE STOCK 1261335 2442038 MUTUAL FUNDS AT COST 486192 493238 ALTERNATIVE MUTUAL FUNDS AT COST 30219 47494 INVESTMENT ADVISORY FEES 10617 10617 0 OFFICE 4022 4022 0 FOREIGN TAXES 965 965 0 STATE OF OHIO 200 0 200