MYERS PAPROCKI FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- MYERS PAPROCKI FOUNDATION INC (EIN 83-1729229)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-06
- IRS object ID
- 202331269349100803
- 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
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-06T10:52:17-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 261472386 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHAFER TSCHOPP WHITCOMB ET AL | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 541 S ORLANDO AVENUE SUITE 312 | AddressLine1Txt |
| City | MAITLAND | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32751 | 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 | 831729229 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MYERS PAPROCKI FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MYER | BusinessNameControlTxt |
| Phone | 4074214857 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 460 BELOIT AVENUE | AddressLine1Txt |
| City | WINTER PARK | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32789 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RAYMOND E MYERS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4074214857 | PhoneNum |
| Signature | 2023-05-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | RAYMOND | PersonFirstNm |
| Person Last | MYERS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | 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 | THOMAS R TSCHOPP | PreparerPersonNm |
| PTIN | P00836892 | PTIN |
| Phone | 4078752760 | PhoneNum |
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 | $558,491 | 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 | $241 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $241 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $6,114 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,114 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $24,329 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,219,358 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $24,329 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,224 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,224 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $31,908 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $31,908 | 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 |
| Legal Fees Rev And Expnss | $300 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $15,284 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $15,284 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $77 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $17,661 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,284 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $32,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $32,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $49,661 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,284 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $32,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$17,753 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $16,624 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $225,853 | CashBOYAmt |
| Cash EOY | $189,329 | CashEOYAmt |
| Cash EOYFMV | $189,329 | CashEOYFMVAmt |
| Corporate Stock BOY | $299,215 | CorporateStockBOYAmt |
| Corporate Stock EOY | $314,625 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $356,892 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,306 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,306 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $9,073 | OtherAssetsBOYAmt |
| Other Assets EOY | $8,964 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $8,964 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $534,141 | TotalAssetsBOYAmt |
| Total Assets EOY | $516,224 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $558,491 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $534,141 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $516,224 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $534,141 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $516,224 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $534,141 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $516,224 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $534,141 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$17,753 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $516,388 | SubtotalAmt |
| Other Decreases | $164 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $516,224 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (61 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 300 SHS NETFLIX INC | P | 2022-04-25 | 2022-04-28 | $60,330 | $62,250 | -$1,920 | -$1,920 |
| 600 SHS TESLA INC | P | 2022-05-12 | 2022-05-12 | $436,338 | $426,810 | $9,528 | $9,528 |
| 300 SHS TESLA INC | P | 2022-05-20 | 2022-05-26 | $205,495 | $203,400 | $2,095 | $2,095 |
| 300 SHS TESLA INC | P | 2022-06-10 | 2022-07-07 | $220,525 | $217,172 | $3,353 | $3,353 |
| 300 SHS APPLE INC 150.0 PUT | P | 2022-05-26 | 2022-05-27 | $3,028 | $2,596 | $432 | $432 |
| 300 SHS HOME DEPOT 292.5 PUT | P | 2022-05-26 | 2022-05-27 | $1,228 | $277 | $951 | $951 |
| 300 SHS MICROSOFT CORP 260.0 PUT | P | 2022-05-26 | 2022-05-27 | $1,228 | $586 | $642 | $642 |
| 300 SHS NETFLIX INC 192.5 CALL | P | 2022-04-27 | 2022-04-28 | $899 | $1,422 | -$523 | -$523 |
| 300 SHS NETFLIX INC 200.0 CALL | P | 2022-04-27 | 2022-04-28 | $590 | $376 | $214 | $214 |
| 300 SHS NETFLIX INC 207.5 PUT | P | 2022-04-28 | 2022-04-29 | $2,144 | $4,186 | -$2,042 | -$2,042 |
| 200 SHS TESLA INC 725.0 CALL | P | 2022-05-12 | 2022-05-13 | $4,749 | $2,141 | $2,608 | $2,608 |
| 500 SHS TESLA 725.0 CALL | P | 2022-05-12 | 2022-05-13 | $7,084 | $8,727 | -$1,643 | -$1,643 |
| 300 SHS TSLA INC 700.0 CALL | P | 2022-05-18 | 2022-05-19 | $10,574 | $7,486 | $3,088 | $3,088 |
| 3600 SHS TESLA INC 700.0 CALL | P | 2022-05-20 | 2022-05-20 | $2,417 | -$2,417 | -$2,417 | |
| 600 SHS TESLA INC 725.0 CALL | P | 2022-05-12 | 2022-05-13 | $20,391 | $23,385 | -$2,994 | -$2,994 |
| 600 SHS TESLA INC 730.0 CALL | P | 2022-05-12 | 2022-05-12 | $21,771 | $19,029 | $2,742 | $2,742 |
| 600 SHS TESLA INC 680.0 CALL | P | 2022-05-24 | 2022-05-25 | $9,657 | $4,662 | $4,995 | $4,995 |
| 300 SHS TESLA INC 680.0 CALL | P | 2022-05-26 | 2022-05-27 | $2,128 | $1,951 | $177 | $177 |
| 300 SHS TESLA INC 650.0 CALL | P | 2022-06-13 | 2022-06-14 | $10,048 | $8,251 | $1,797 | $1,797 |
| 600 SHS TESLA INC 650.0 CALL | P | 2022-06-14 | 2022-06-15 | $22,497 | $19,503 | $2,994 | $2,994 |
| 900 SHS TESLA INC 670.0 CALL | P | 2022-06-14 | 2022-06-17 | $6,632 | $12,454 | -$5,822 | -$5,822 |
| 300 SHS TESLA INC 950.0 PUT | P | 2022-04-25 | 2022-04-25 | $4,163 | $3,967 | $196 | $196 |
| 300 SHS TESLA INC 950.0 PUT | P | 2022-04-29 | 2022-05-02 | $4,273 | $23,776 | -$19,503 | -$19,503 |
| 300 SHS TESLA INC 700.00 PUT | P | 2022-05-19 | 2022-05-20 | $4,846 | $1,786 | $3,060 | $3,060 |
| 100 SHS TESLA INC 640.0 PUT | P | 2022-05-25 | 2022-05-26 | $2,109 | $2,079 | $30 | $30 |
| 200 SHS TESLA INC 640.0 PUT | P | 2022-05-26 | 2022-05-27 | $4,219 | $391 | $3,828 | $3,828 |
| 300 SHS T 670.0 PUT | P | 2022-06-15 | 2022-06-16 | $5,248 | $2,551 | $2,697 | $2,697 |
| 100 SHS TESLA INC 670.0 PUT | P | 2022-06-16 | 2022-06-17 | $2,263 | $3,714 | -$1,451 | -$1,451 |
| 200 SHS TESLA INC 670.0 PUT | P | 2022-06-17 | 2022-06-21 | $4,526 | $3,791 | $735 | $735 |
| 300 SHS TESLA INC 725.0 PUT | P | 2022-07-07 | 2022-07-08 | $2,128 | $1,951 | $177 | $177 |
| 300 SHS TESLA INC 600.0 PUT | P | 2022-06-22 | 2022-06-23 | $15,058 | $6,886 | $8,172 | $8,172 |
| 300 SHS TESLA INC 640.0 PUT | P | 2022-07-07 | 2022-07-08 | $12,028 | $5,950 | $6,078 | $6,078 |
| 100 SHS TESLA INC 725.0 CALL | P | 2022-05-12 | 2022-05-13 | $1,334 | $995 | $339 | $339 |
| 1 SH ADOBE INC | P | 2021-09-20 | 2022-03-23 | $433 | $637 | -$204 | -$204 |
| 6 SHS ADOBE INC | P | 2020-07-01 | 2022-03-23 | $2,598 | $2,626 | -$28 | -$28 |
| 10 SHS AFFIRM HLDGS INC | P | 2022-02-09 | 2022-11-21 | $126 | $721 | -$595 | -$595 |
| 45 SHS AFFIRM HLDGS INC | P | 2020-07-01 | 2022-11-21 | $565 | $3,337 | -$2,772 | -$2,772 |
| 61 SHS CHEVRON CORP | P | 2021-09-20 | 2022-03-29 | $9,885 | $6,460 | $3,425 | $3,425 |
| 24.667 SHS CONSTELLATION ENERGY CORP | P | 2020-07-01 | 2022-02-11 | $1,157 | $814 | $343 | $343 |
| 8 SHS DEERE & CO | P | 2020-07-01 | 2022-03-07 | $2,995 | $1,252 | $1,743 | $1,743 |
| 79 SHS EXXON MOBIL CORP | P | 2020-07-01 | 2022-03-29 | $6,402 | $3,997 | $2,405 | $2,405 |
| 12.036 SHS F&G ANNUITIES & LIFE INC | P | 2022-12-01 | 2022-12-20 | $228 | $232 | -$4 | -$4 |
| 1 SH FASTENAL COM | P | 2022-06-14 | 2022-07-13 | $47 | $49 | -$2 | -$2 |
| 140 SHS FASTENAL COM | P | 2020-07-01 | 2022-07-13 | $6,599 | $5,997 | $602 | $602 |
| 367 SHS FIRST TRUST EXCHANGE TRADED FD | P | 2021-09-20 | 2022-06-21 | $18,408 | $20,774 | -$2,366 | -$2,366 |
| 335 SHS FIRST TRUST EXCHANGE TRADED FD | P | 2021-09-20 | 2022-06-21 | $16,803 | $18,940 | -$2,137 | -$2,137 |
| 25 SHS GARMIN LTD | P | 2020-07-01 | 2022-02-28 | $2,750 | $2,459 | $291 | $291 |
| 5 SHS GOLDMAN SACHS GROUP INC | P | 2020-11-24 | 2022-03-07 | $1,614 | $1,178 | $436 | $436 |
| 173 SHS HAIN CELESTIAL GROUP INC | P | 2020-07-01 | 2022-12-15 | $2,835 | $5,443 | -$2,608 | -$2,608 |
| 9 SHS JPMORGAN CHASE & CO | P | 2020-11-02 | 2022-03-07 | $1,171 | $903 | $268 | $268 |
| 20 SHS PULTE GROUP INC | P | 2021-09-20 | 2022-04-18 | $840 | $944 | -$104 | -$104 |
| 186 SHS PULTE GROUP INC | P | 2020-07-01 | 2022-04-18 | $7,811 | $7,783 | $28 | $28 |
| 35 SHS QUALCOMM INC | P | 2020-07-01 | 2022-04-06 | $4,831 | $3,162 | $1,669 | $1,669 |
| 160 SHS SOFI TECHNOLOGIES INC | P | 2020-07-01 | 2022-11-21 | $805 | $3,487 | -$2,682 | -$2,682 |
| 63 SHS SELECT SECTOR SPDR TRUST ENERGY | P | 2020-12-07 | 2022-03-29 | $4,755 | $2,491 | $2,264 | $2,264 |
| 44 SHS TAIWAN SEMICONDUCTOR MANUFACTU ADR | P | 2020-07-01 | 2022-04-06 | $4,413 | $3,254 | $1,159 | $1,159 |
| 11 SHS VANGUARD DIV APP | P | 2021-11-23 | 2022-02-07 | $1,782 | $1,842 | -$60 | -$60 |
| 4 SHS VANGUARD S&P 500 | P | 2021-11-23 | 2022-02-07 | $1,647 | $1,719 | -$72 | -$72 |
| 18 SHS WALMART INC | P | 2020-07-01 | 2022-05-18 | $2,196 | $2,148 | $48 | $48 |
| 48 SHS WALT DISNEY CO | P | 2020-07-01 | 2022-04-18 | $6,131 | $5,451 | $680 | $680 |
| PASS THRU FROM PLAINS ALL AMERICN PIPELINE LP TIN 76-0582150 | P | $11 | -$11 | -$11 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $24,329 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $231 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $231 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $231 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,964 | 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 | $8,964 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $8,733 | OverpaymentAmt |
| Applied To ES Tax | $8,733 | 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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | 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 | RAYMOND E MYERS | IndividualWithBooksNm |
| Phone | 4074214857 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 460 BELOIT AVENUE | AddressLine1Txt |
| City | WINTER PARK | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32789 | 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 |
|---|---|---|---|---|---|---|---|---|
| RAYMOND E MYERS | ||||||||
| 460 BELOIT AVENUE | WINTER PARK | FL | 32789 | PRESIDENT | 20.00 | $0 | $0 | $0 |
| GEORGE VRBAN | ||||||||
| 523 LOS CANINOS ST | ST AUGUSTINE | FL | 32095 | VICE PRESIDENT | 5.00 | $0 | $0 | $0 |
| HELANE P MYERS | ||||||||
| 460 BELOIT AVENUE | WINTER PARK | FL | 32789 | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | CHARITABLE CONTRIBUTIONS MADE TO SUPPORT CHARITABLE ORGANIZATIONS SELECTED BY THE FOUNDATION. | Description1Txt |
| Expenses1 | $32,000 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | CONTRIBUTIONS FUNDING THE FOUNDATION, DIVIDEND AND INTEREST INCOME EARNED, STOCK SALES AND PARTNERSHIP INVESTMENT PASS THRU INCOME ARE USED TO FUND THE FOUNDATION'S CHARITABLE DONATIONS. | Description1Txt |
| Expenses1 | $31,908 | Expenses1Amt |
| Total | $31,908 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $213,118 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $367,047 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $580,165 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $580,165 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,702 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $571,463 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $28,573 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $28,573 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $231 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $231 | TotalTaxAmt |
| Distributable Before Adj | $28,342 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $28,342 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $28,342 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $32,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $31,908 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $63,908 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $28,342 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $985,949 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $73,893 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $14,878 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,074,720 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $63,908 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $28,342 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $35,566 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,110,286 | 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 | $1,110,286 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $985,949 | ExcessFromYear3Amt |
| Excess From Year2 | $73,893 | ExcessFromYear2Amt |
| Excess From Year1 | $14,878 | ExcessFromYear1Amt |
| Excess From Current Year | $35,566 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| GEORGIA TECH FOUNDATION INC | |||||
| 760 SPRING STREET NW STE 400 | ATLANTA | GA | 30308 | SUPPORT OF CHARITABLE PURPOSE | $25,000 |
| GEORGIA TECH FOUNDATION INC | |||||
| 760 SPRING STREET NW STE 400 | ATLANTA | GA | 30308 | SUPPORT OF CHARITABLE PURPOSE | $2,000 |
| ORLANDO HEALTH FOUNDATION INC | |||||
| 3160 SOUTHGATE COMMERCE BLVD STE 50 | ORLANDO | FL | 32806 | SUPPORT OF CHARITABLE PURPOSE | $1,000 |
| SIGMA NU EDUCATIONAL FOUNDATION INC | |||||
| PO BOX 1869 | LEXINGTON | VA | 24450 | SUPPORT OF CHARITABLE PURPOSE | $500 |
| CANINE COMPANIONS | |||||
| 8150 CLARCONA OCOEE ROAD | ORLANDO | FL | 32818 | SUPPORT OF CHARITABLE PURPOSE | $250 |
| ALZHEIMER'S ASSOCIATION CENTRAL AND NORTH FLORIDA CHAPTER | |||||
| 2180 W STATE RD 434 | LONGWOOD | FL | 32779 | SUPPORT OF CHARITABLE PURPOSE | $250 |
| CATHOLIC CHARITIES OF CENTRAL FLORIDA ADOPTION SERVICES | |||||
| 1819 N SEMORAN BLVD | ORLANDO | FL | 32807 | SUPPORT OF CHARITABLE PURPOSE | $250 |
| DOCTORS WITHOUT BORDERS | |||||
| PO BOX 5022 | HAGERSTOWN | MD | 21741 | SUPPORT OF CHARITABLE PURPOSE | $250 |
| HABITAT FOR HUMANITY OF GREATER ORLANDO | |||||
| 4118 SILVER STAR ROAD | ORLANDO | FL | 32808 | SUPPORT OF CHARITIABLE PURPOSE | $250 |
| MARCH OF DIMES | |||||
| PO BOX 8972 | TOPEKA | KS | 66608 | SUPPORT OF CHARITABLE PURPOSE | $250 |
| DISABLED AMERICAN VETERANS | |||||
| PO BOX 14301 | CINCINNATI | OH | 42250 | SUPPORT OF CHARITABLE PURPOSE | $250 |
| PARALYZED VETERANS OF AMERICA | |||||
| PO BOX 758589 | TOPEKA | KS | 66675 | SUPPORT OF CHARITABLE PURPOSE | $250 |
| SECOND HARVEST FOOD BANK OF CENTRAL FLORIDA | |||||
| 411 MERCY DRIVE | ORLANDO | FL | 32805 | SUPPORT OF CHARITABLE PURPOSE | $500 |
| ST JUDE'S CHILDREN'S RESEARCH HOSPITAL | |||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | SUPPORT OF CHARITABLE PURPOSE | $250 |
| THE SALVATION ARMY (ORLANDO) | |||||
| PO BOX 607866 | ORLANDO | FL | 32860 | SUPPORT OF CHARITABLE PURPOSE | $250 |
| WOUNDED WARRIOR PROJECT | |||||
| PO BOX 758541 | TOPEKA | KS | 66675 | SUPPORT OF CHARITABLE PURPOSE | $250 |
| AMERICAN HEART ASSOCIATION | |||||
| 7272 GREENVILLE AVENUE | DALLAS | TX | 75231 | SUPPORT OF CHARITABLE PURPOSE | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $32,000 | 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) |
|---|---|---|
| Related Or Exempt Function Incm | $241 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $6,114 | RelatedOrExemptFunctionIncmAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $673 | ExclusionAmt |
| Related Or Exempt Function Incm | $551 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $24,329 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $673 | ExclusionAmt |
| Related Or Exempt Function Incm | $31,235 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $31,908 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (4 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | INTEREST INCOME USED TO FUND CHARITABLE ACTIVITIES |
| 4 | DIVIDENDS EARNED USED TO FUND CHARITABLE ACTIVITIES |
| 7 | OTHER INVESTMENT INCOME USED TO FUND CHARITABLE ACTIVITIES |
| 8 | GAINS AND LOSSES ON SALE OF STOCKS USED TO FUND CHARITABLE ACTIVITIES |
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 | $2,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | TD AMERITRADE STOCKS, OPTIONS & EXCH TRADED FUNDS | StockNm |
| EOY Book Value | $314,625 | EOYBookValueAmt |
| EOYFMV | $356,892 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | LIMITED PTRSHIP INVESTMENT | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $3,306 | BookValueAmt |
| EOYFMV | $3,306 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $300 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX DEPOSITS | Desc |
| BOY Book Value | $9,073 | BOYBookValueAmt |
| EOY Book Value | $8,964 | EOYBookValueAmt |
| EOYFMV | $8,964 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| NONDEDUCTIBLE 2021 EXCISE TAX PAID | $109 |
| NONDEDUCTIBLE FOREIGN TAX PAID | $55 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MARGIN INTEREST EXPENSE | $15 | $0 | $0 |
| FILING FEE | $62 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| EXEMPT INTEREST DIVIDENDS | $673 | $673 | $673 |
| CAPITAL GAIN DISTRIBUTION | $399 | $399 | $399 |
| NON DIVIDEND DISTRIBUTIONS | $90 | $90 | $90 |
| SPECIFIED PRIVATE ACTIVITY BOND INTEREST | $47 | $47 | $47 |
| PASS THRU PLAINS ALL AMERICAN PIPELINE PARTNERSHIP TIN 76-0582150 | $15 | $15 | $15 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ASSET MANAGEMENT FEES | CategoryTxt |
| Amt | $15,284 | Amt |
| Net Investment Income | $15,284 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RAYMOND AND HELANE MYERS | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 460 BELOIT AVENUE | AddressLine1Txt |
| City | WINTER PARK | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32789 | ZIPCd |