MYERS PAPROCKI FOUNDATION INC: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization: MYERS PAPROCKI FOUNDATION INC (EIN 83-1729229)
Tax period: 2021-01-01 to 2021-12-31
Filed: 2022-05-13
IRS object ID: 202241339349101584
Schema version: 2021v4.2
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
Legal Fees Schedule
Other Assets Schedule
Other Decreases Schedule
Other Expenses Schedule
Other Income Schedule2
Other Liabilities Schedule
Other Professional Fees Schedule
Substantial Contributors Sch

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2022-05-13T09:44:12-05:00	ReturnTs
Tax Period End	2021-12-31	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	2021-01-01	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	2022-05-13	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

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	3	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2021	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$641,542	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	$34	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$34	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$7,210	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$7,210	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	-$22,928	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$1,071,375	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$0	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$604	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$604	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	-$15,080	TotalRevAndExpnssAmt
Total Net Invst Incm	$7,848	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	$250	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$0	LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl	$0	LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$1,600	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$0	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$0	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$19,063	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$0	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$0	OtherProfFeesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$103	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$0	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$0	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$21,016	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$0	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$37,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$37,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$58,016	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$0	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$37,000	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$73,096	ExcessRevenueOverExpensesAmt
Net Investment Income	$7,848	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$152,064	CashBOYAmt
Cash EOY	$225,853	CashEOYAmt
Cash EOYFMV	$225,853	CashEOYFMVAmt
Corporate Stock BOY	$466,256	CorporateStockBOYAmt
Corporate Stock EOY	$299,215	CorporateStockEOYAmt
Corporate Stock EOYFMV	$406,616	CorporateStockEOYFMVAmt
Other Assets BOY	$9,217	OtherAssetsBOYAmt
Other Assets EOY	$9,073	OtherAssetsEOYAmt
Other Assets EOYFMV	$9,073	OtherAssetsEOYFMVAmt
Total Assets BOY	$627,537	TotalAssetsBOYAmt
Total Assets EOY	$534,141	TotalAssetsEOYAmt
Total Assets EOYFMV	$641,542	TotalAssetsEOYFMVAmt
Other Liabilities BOY	$20,097	OtherLiabilitiesBOYAmt
Other Liabilities EOY	$0	OtherLiabilitiesEOYAmt
Total Liabilities BOY	$20,097	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$607,440	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$534,141	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$607,440	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$534,141	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$627,537	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$534,141	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$607,440	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$73,096	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$534,344	SubtotalAmt
Other Decreases	$203	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$534,141	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (58 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
6 SHS AT&T INC	P	2020-07-29	2021-07-21	$169	$178	-$9	-$9
29 SHS ALIBABA GROUP HOLDING	P		2021-11-23	$3,889	$6,577	-$2,688	-$2,688
129 SHS ALIMENTATION COUCHE-TARD	P	2020-07-01	2021-01-13	$3,758	$4,183	-$425	-$425
47 SHS ANAPLAN INC	P		2021-02-24	$3,688	$2,177	$1,511	$1,511
16 SHS AVALARA INC	P		2021-02-24	$2,584	$2,245	$339	$339
37 SHS CITIZENS FINL GROUP INC	P	2021-03-18	2021-09-21	$1,547	$1,714	-$167	-$167
21 SHS ECOLAB INC	P		2021-04-27	$4,588	$4,175	$413	$413
87 SHS GENERAL MILLS	P	2020-07-01	2021-01-07	$5,063	$5,243	-$180	-$180
81 SHS HAIN CELESTIAL GROUP INC	P	2020-07-01	2021-03-04	$3,404	$2,548	$856	$856
13 SHS MERCK & CO INC	P	2021-09-20	2021-09-21	$938	$933	$5	$5
13 SHS OKTA INC	P	2020-07-01	2021-02-24	$3,504	$2,728	$776	$776
7 SHS ORGANON & CO	P		2021-06-08	$209	$262	-$53	-$53
22 SHS PROCTOR & GAMBLE CO	P	2020-07-01	2021-02-16	$2,797	$2,636	$161	$161
22 SHS QUALCOMM INC	P	2020-07-01	2021-04-06	$3,068	$1,988	$1,080	$1,080
.5 SHS RAYMOND JAMES FINANCIAL INC	P	2021-09-21	2021-09-24	$47	$43	$4	$4
109 SHS RIO TINTO ADR	P		2021-11-17	$6,623	$8,832	-$2,209	-$2,209
240 SHS SPDR NUVEEN BLOMBERG SHRT	P	2020-12-03	2021-04-08	$11,894	$11,962	-$68	-$68
147 SHS SUNCOR ENERGY INC	P		2021-09-21	$2,797	$3,107	-$310	-$310
73 SHS TAIWAN SEMICONDUCTOR	P	2020-07-01	2021-03-05	$8,795	$4,178	$4,617	$4,617
16 SHS TAIWAN SEMICONDUCTOR	P	2020-07-01	2021-04-27	$1,934	$916	$1,018	$1,018
15 SHS TAIWAN SEMICONDUCTOR	P	2020-07-01	2021-05-10	$1,702	$859	$843	$843
4 SHS TEXAS INSTRUMENTS INC	P	2020-07-01	2021-04-27	$763	$501	$262	$262
7000 UNITED STATES TREASURY NOTES	P	2020-09-30	2021-01-12	$6,990	$7,003	-$13	-$13
332 SHS VALE S.A. ADR SPONSORED	P		2021-11-17	$4,019	$6,359	-$2,340	-$2,340
27 SHS WALMART INC	P	2020-07-01	2021-05-06	$3,810	$3,222	$588	$588
88 SHS AT&T	P	2020-07-01	2021-07-21	$2,474	$2,652	-$178	-$178
2 SHS CASEY'S GENERAL STORES	P	2020-07-01	2021-08-30	$406	$300	$106	$106
3 SHS CASEY'S GENERAL STORES	P	2020-07-01	2021-09-14	$579	$450	$129	$129
20 SHS CITRIX SYSTEMS	P		2021-09-21	$2,172	$2,951	-$779	-$779
11 SHS DEERE & CO	P	2020-07-01	2021-10-22	$3,764	$1,722	$2,042	$2,042
70 SHS MERCK & CO	P		2021-09-21	$5,043	$5,243	-$200	-$200
1 SH QUALCOMM INC	P	2020-07-01	2021-10-22	$132	$90	$42	$42
27 SHS SYSCO CORP	P	2020-07-01	2021-08-05	$1,967	$1,442	$525	$525
6 SHS VISA INC	P	2020-07-01	2021-08-30	$1,389	$1,170	$219	$219
2 SHS VISA INC	P	2020-07-01	2021-11-04	$417	$390	$27	$27
2500 SHS AT&T	P	2020-12-24	2021-01-05	$74,123	$71,625	$2,498	$2,498
1200 SHS SELECT SECTOR SPD TRUST	P	2020-02-28	2021-01-12	$51,539	$54,480	-$2,941	-$2,941
4500 SHS SORRENTO THERAPEUTICS	P		2021-01-27	$64,123	$43,800	$20,323	$20,323
3000 SHS SORRENTO THERAPEUTICS	P	2021-01-29	2021-02-08	$43,049	$40,814	$2,235	$2,235
600 SHS TESLA INC	P	2021-11-12	2021-11-15	$591,897	$624,543	-$32,646	-$32,646
6 AIRBNB OPTIONS	P	2020-12-31	2021-01-04	$9,288	$11,171	-$1,883	-$1,883
15 SORRENTO THERAPEUTICS OPTION	P	2021-01-29	2021-02-01	$1,186		$1,186	$1,186
25 AT&T OPTION	P	2021-01-04	2021-01-05	$552		$552	$552
6 TESLA OPTION	P	2021-02-23	2021-02-24	$7,284		$7,284	$7,284
6 TESLA OPTION EXPIRED	P	2021-04-30	2021-04-30	$7,947		$7,947	$7,947
6 TESLA OPTION SALE	P	2021-05-13	2021-05-17	$7,257	$10,951	-$3,694	-$3,694
6 TESLA OPTION	P	2021-05-13	2021-05-14	$3,084		$3,084	$3,084
6 TESLA OPTION	P	2021-05-14	2021-05-17	$3,084		$3,084	$3,084
6 TESLA OPTION EXPIRED	P	2021-05-28	2021-05-28	$9,747		$9,747	$9,747
4 TESLA OPTION	P	2021-12-17	2021-12-20	$324		$324	$324
4 TESLA OPTION	P	2021-12-16	2021-12-20	$7,974	$6,934	$1,040	$1,040
11 TESLA OPTION	P	2021-12-10	2021-12-16	$15,362	$9,182	$6,180	$6,180
6 TESLA OPTION	P	2021-11-12	2021-11-15	$10,257	$17,523	-$7,266	-$7,266
6 TESLA OPTION	P	2021-11-11	2021-11-12	$6,085		$6,085	$6,085
9 TESLA OPTION SALE	P	2021-11-09	2021-11-09	$49,631	$44,779	$4,852	$4,852
6 TESLA OPTION SALE	P	2021-11-09	2021-11-17	$615	$31,485	-$30,870	-$30,870
6 TESLA OPTION	P	2021-11-10	2021-11-12	$44		$44	$44
TD AMERITRADE LOSS REALIZED ON CLOSED OPTION CONTRACTS	P		2021-12-31		$26,037	-$26,037	-$26,037

Field	Value	IRS element (for citing)
Capital Gain Net Income	-$22,928	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$109	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$109	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$109	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$9,073	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	$9,073	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Overpayment	$8,964	OverpaymentAmt
Applied To ES Tax	$8,964	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	$37,000	Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Description1	CONTRIBUTIONS FUNDING THE FOUNDATION, DIVIDEND AND INTEREST INCOME EARNED, AND STOCK SALES ARE USED TO FUND THE FOUNDATION'S CHARITABLE DONATIONS.	Description1Txt
Expenses1	$10,957	Expenses1Amt
Total	$10,957	TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$0	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$310,427	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$363,445	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$673,872	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$673,872	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$10,108	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$663,764	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$33,188	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$33,188	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$109	TaxBasedOnInvestmentIncomeAmt
Total Tax	$109	TotalTaxAmt
Distributable Before Adj	$33,079	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$33,079	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$33,079	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$37,000	ExpensesAndContributionsAmt
Program Related Invst Total	$10,957	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$47,957	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$33,079	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr2	$985,949	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$73,893	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$1,059,842	TotalExcessDistributionCyovAmt
Qualifying Distributions	$47,957	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$33,079	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$14,878	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$1,074,720	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	$1,074,720	ExcessDistriCyovToNextYrAmt
Excess From Year2	$985,949	ExcessFromYear2Amt
Excess From Year1	$73,893	ExcessFromYear1Amt
Excess From Current Year	$14,878	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	$30,000
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	$37,000	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	$34	RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$7,210	RelatedOrExemptFunctionIncmAmt

Other Investment Income OtherInvestmentIncomeGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$513	ExclusionAmt
Related Or Exempt Function Incm	$91	RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	-$22,928	RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$513	ExclusionAmt
Related Or Exempt Function Incm	-$15,593	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	-$15,080	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	$1,600	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
TD AMERITRADE STOCKS & OPTIONS	$255,300	$361,592
TD AMERITRADE EXCHANGE TRADED FUNDS	$43,915	$45,024

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	LEGAL FEES	CategoryTxt
Legal Fees	$250	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	$9,217	BOYBookValueAmt
EOY Book Value	$9,073	EOYBookValueAmt
EOYFMV	$9,073	EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDesc	AmtAmt
NONDEDUCTIBLE 2020 EXCISE TAX PAID	$144
NONDEDUCTIBLE FOREIGN TAX PAID	$59

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MARGIN INTEREST EXPENSE	$41	$0	$0
BANK FEES	$1	$0	$0
ANNUAL FILING FEE	$61	$0	$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (4 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt
EXEMPT INTEREST DIVIDENDS	$513	$513	$513
CAPITAL GAIN DISTRIBUTION	$17	$17	$17
NON DIVIDEND DISTRIBUTIONS	$27	$27	$27
SPECIFIED PRIVATE ACTIVITY BOND INTEREST	$47	$47	$47

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

Field	Value	IRS element (for citing)
Desc	STOCK-SHORT OPTIONS	Desc
BOY Book Value	$20,097	BOYBookValueAmt
EOY Book Value	$0	EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ASSET MANAGEMENT FEES	$18,009	$0	$0
OTHER ADMIN FEES	$1,054	$0	$0

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