MEYERS FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- MEYERS FOUNDATION (EIN 31-6023945)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-12
- IRS object ID
- 202321329349100737
- Schema version
- 2022v5.0
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-12T09:12:53-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 133734876 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BMW MANAGEMENT CPA PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 NOSBAND AVENUE STE 1L | AddressLine1Txt |
| City | WHITE PLAINS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10605 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 316023945 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MEYERS FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O PHILIP MEYERS III | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MEYE | BusinessNameControlTxt |
| Phone | 2123056384 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1560 EAST NINES POINT LANE | AddressLine1Txt |
| City | BOISE | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 83702 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PHILIP MEYERS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2123056384 | PhoneNum |
| Signature | 2023-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PHILIP | PersonFirstNm |
| Person Last | MEYERS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BENJAMIN WETCHLER | PreparerPersonNm |
| PTIN | P00930997 | PTIN |
| Phone | 9147619195 | PhoneNum |
| Preparation | 2023-05-11 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,659,370 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $86 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $86 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $49,737 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $49,737 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $11,191 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $323,737 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $11,191 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $61,014 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $61,014 | 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 | $4,650 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,325 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,325 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $6,256 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,056 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $200 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $10,978 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10,978 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $21,884 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $19,359 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,525 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $159,856 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $159,856 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $181,740 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $19,359 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $162,381 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$120,726 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $41,655 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $35,563 | CashBOYAmt |
| Cash EOY | $26,507 | CashEOYAmt |
| Cash EOYFMV | $26,507 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $60,879 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $63,867 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $63,867 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,251,313 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,249,757 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,048,301 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $637,442 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $524,340 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $520,695 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,985,197 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,864,471 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,659,370 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,772,897 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,772,897 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $44,000 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $44,000 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $168,300 | RetainedEarningBOYAmt |
| Retained Earning EOY | $47,574 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,985,197 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,864,471 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,985,197 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,864,471 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,985,197 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$120,726 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,864,471 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,864,471 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (20 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| CAPITAL GAIN DISTRIB-SCHWAB | P | $704 | $704 | $704 | |||
| UNITEDHEALTH GRP INC-59 SHS | P | $26,939 | $7,516 | $7,516 | 2021-02-18 | 2022-01-24 | $19,423 |
| T ROWE PRICE GROUP- 132 SHS | P | $18,455 | $1,757 | $1,757 | 2020-06-23 | 2022-03-04 | $16,698 |
| DEERE & CO- 30 SHS | P | $12,525 | $8,527 | $8,527 | 2017-10-27 | 2022-04-01 | $3,998 |
| BRISTOL-MYERS SQUIBB- 125 SHS | P | $9,521 | $1,702 | $1,702 | 2016-03-18 | 2022-06-07 | $7,819 |
| DUKE ENERGY CORP- 130 SHS | P | $14,544 | $3,981 | $3,981 | 2016-04-01 | 2022-06-07 | $10,563 |
| WASTE MANAGEMENT INC- 122 SHS | P | $17,518 | $3,935 | $3,935 | 2020-09-03 | 2022-06-21 | $13,583 |
| BOOZ ALLEN HAMILTON- 72 SHS | P | $6,560 | $180 | $180 | 2021-11-22 | 2022-07-11 | $6,380 |
| LAB CO OF AMER HLDG- 89 SHS | P | $21,661 | -$3,770 | -$3,770 | 2021-11-22 | 2022-07-11 | $25,431 |
| S & P GLOBAL INC- 29 SHS | P | $10,178 | -$1,685 | -$1,685 | 2022-01-24 | 2022-07-11 | $11,863 |
| BOOZ ALLEN HAMILTION- 8 SHS | P | $729 | $54 | $54 | 2021-02-11 | 2022-07-11 | $675 |
| LAB CO OF AMER HLDG- 2 SHS | P | $487 | $141 | $141 | 2018-10-02 | 2022-07-11 | $346 |
| MASTERCARD INC- 24 SHS | P | $7,756 | $7,023 | $7,023 | 2011-07-18 | 2022-07-11 | $733 |
| FIDELITY NATL INFO- 63 SHS | P | $4,819 | -$1,963 | -$1,963 | 2021-11-22 | 2022-10-07 | $6,782 |
| VANGUARD INTERM-TERM INVESTMENT-GRDE- 157.803 SHS | P | $1,279 | -$292 | -$292 | 2022-10-07 | $1,571 | |
| VANGUARD TOTAL INTL STOCK INDEX ADMIRAL- 207.618 SHS | P | $5,186 | -$1,203 | -$1,203 | 2022-10-07 | $6,389 | |
| FIDELITY NATL INFO- 508 SHS | P | $38,857 | -$13,331 | -$13,331 | 2022-10-07 | $52,188 | |
| VANGUARD INTERM-TERM INVESTMENT-GRDE- 2,926.661 SHS | P | $23,721 | -$5,865 | -$5,865 | 2022-10-07 | $29,586 | |
| VANGUARD TOTAL INTL STOCK INDEX ADMIRAL- 2,995.545 SHS | P | $74,815 | -$6,821 | -$6,821 | 2022-10-07 | $81,636 | |
| BAXTER INTERNATIONAL- 514 SHS | P | $27,483 | $10,601 | $10,601 | 2010-05-25 | 2022-11-02 | $16,882 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $11,191 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $579 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $579 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $579 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,000 | 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 | $4,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,421 | OverpaymentAmt |
| Applied To ES Tax | $3,421 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | OH | 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 | PHILIP MEYERS III | IndividualWithBooksNm |
| Phone | 9176088959 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1560 EAST NINES POINT LANE | AddressLine1Txt |
| City | BOISE | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 83702 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| 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 |
| 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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,825,329 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $94,658 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,919,987 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,919,987 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $43,800 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,876,187 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $143,809 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $143,809 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $579 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $579 | TotalTaxAmt |
| Distributable Before Adj | $143,230 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $143,230 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $143,230 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $162,381 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $162,381 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $143,230 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $5,750 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $162,381 | QualifyingDistributionsAmt |
| Applied To Year1 | $5,750 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $143,230 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $13,401 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $13,401 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $13,401 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $13,401 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PHILIP MEYERS III | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 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 COLLEGE OF RADIOLOGY FOUNDATION | ||||||||
| 1891 PRESTON WHITE DR | RESTON | VA | 20191 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $2,000 | |
| AMERICAN HEART ASSOCIATION | ||||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $1,046 | |
| AMERICAN SOCIETY OF NEURORADIOLOGY | ||||||||
| 800 ENTERPRISE DRIVE SUITE 205 | OAK BROOK | IL | 605234216 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $5,000 | |
| AMNESTY INTERNATIONAL | ||||||||
| 311 WEST 43RD STREET 7TH FLOOR | NEW YORK | NY | 10036 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $2,000 | |
| BOGUS BASIN | ||||||||
| 2600 BOGUS BASIN ROAD | BOISE | ID | 83702 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $1,115 | |
| CASE WESTERN RESERVE UNIVERSITY | ||||||||
| 10900 EUCLID AVENUE | CLEVELAND | OH | 44106 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $50,000 | |
| CINCINNATI THERAPEUTIC RIDING AND HORSEMANSHIP | ||||||||
| 1342 US HWY 50 | MILFORD | OH | 45150 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $500 | |
| CINCINNATI ZOOLOGICAL GARDENS | ||||||||
| 3400 VINE STREET | CINCINNATI | OH | 45220 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $10,000 | |
| DOCTORS WITHOUT BORDERS | ||||||||
| 40 RECTOR STREET 16TH FL | NEW YORK | NY | 10006 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $1,500 | |
| EVERYTOWN ACT BLUE | ||||||||
| C/O MEYERS FOUNDATION 1560 EAST | BOISE | ID | 83702 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $500 | NINES POINT LANE |
| FEEDING AMERICA | ||||||||
| 161 NORTH CLARK STREET SUITE 700 | CHICAGO | IL | 60601 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $2,000 | |
| FRACTURED ATLAS | ||||||||
| PO BOX 55 | HARTSDALE | NY | 10530 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $2,000 | |
| 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 | $2,000 | |
| HARVARD COLLEGE FACULTY OF ART AND SCIENCES | ||||||||
| UNIVERSITY HALL | CAMBRIDGE | MA | 02138 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $50,000 | |
| INTERNATIONAL RESCUE COMMITTEE | ||||||||
| 122 EAST 42ND STREET | NEW YORK | NY | 10168 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $2,000 | |
| MICRO AID | ||||||||
| PO BOX 853 | VENICE | CA | 90294 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $4,000 | |
| NATURE CONSERVANCY | ||||||||
| 4245 NORTH FAIRFAX DRIVE | ARLINGTON | VA | 22203 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $2,000 | |
| NORTHWESTERN UNIVERSITY | ||||||||
| 633 CLARK ST | EVANSTON | IL | 60208 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $500 | |
| OMEGA INSTITUTE | ||||||||
| 150 LAKE DR | RHINEBECK | NY | 12572 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $1,000 | |
| PLANNED PARENTHOOD | ||||||||
| 26 BLEEKER ST | NEW YORK | NY | 10012 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $3,000 | |
| RADIOLOGICAL SOCIETY OF NORTH AMERICA | ||||||||
| 820 JORIE BLVD SUITE 200 | OAK BROOK | IL | 60523 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $1,195 | |
| RISING TIDE INTERNATIONAL | ||||||||
| 5102 SWIFT RD | SARASOTA | FL | 34231 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $1,000 | |
| RONALD MCDONALD HOUSE CHARITIES | ||||||||
| ONE KROC DRIVE | OAK BROOK | IL | 60523 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $1,000 | |
| SEVA FOUNDATION | ||||||||
| PO BOX 11277 | BERKELEY | CA | 94712 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $2,000 | |
| SEVEN HILLS SCHOOLS | ||||||||
| 5400 RED BANK ROAD | CINCINNATI | OH | 45227 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $1,000 | |
| SOCIETY OF NEUROINTERVENTIONAL SURGERY FOUNDATION | ||||||||
| 12587 FAIR LAKES CIRCLE SUITE 353 | FAIRFAX | VA | 22033 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $2,500 | |
| 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 | $5,000 | |
| 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 | $2,000 | |
| WQXR | ||||||||
| C/O NEW YORK PUBLIC RADIO 160 | NEW YORK | NY | 10013 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $500 | VARICK STREET 8TH FLOOR |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $159,856 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $86 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $49,737 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $11,191 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $61,014 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $61,014 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,650 | Amt |
| Net Investment Income | $2,325 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,325 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $1,249,757 | EOYBookValueAmt |
| EOYFMV | $2,048,301 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS | AT COST | $484,570 | $465,611 |
| ALTERNATIVE MUTUAL FUNDS | AT COST | $39,770 | $55,084 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | $10,779 | $10,779 | $0 |
| OFFICE | $199 | $199 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $1,262 | $1,262 | $0 |
| STATE OF OHIO | $200 | $0 | $200 |
| FEDERAL EXCISE TAX | $4,794 | $4,794 | $0 |