MEYERS FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- MEYERS FOUNDATION (EIN 31-6023945)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-16
- IRS object ID
- 202241369349104199
- 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
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-16T14:16:08-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | 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 | PHILIP | PersonFirstNm |
| Person Last | MEYERS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BENJAMIN WETCHLER | PreparerPersonNm |
| PTIN | P00930997 | PTIN |
| Phone | 9147619195 | PhoneNum |
| Preparation | 2022-05-13 | PreparationDt |
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 | $3,386,940 | 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 | $3 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $52,751 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $52,751 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $229,144 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $596,336 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $229,144 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $281,898 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $281,898 | 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 | $6,937 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,737 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $200 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $15,502 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $15,502 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $27,089 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $24,564 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,525 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $146,603 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $146,603 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $173,692 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $24,564 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $149,128 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $108,206 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $257,334 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $57,866 | CashBOYAmt |
| Cash EOY | $35,563 | CashEOYAmt |
| Cash EOYFMV | $35,563 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,977 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $60,879 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $60,879 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,242,644 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,251,313 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,530,132 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $572,504 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $637,442 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $760,366 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,876,991 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,985,197 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,386,940 | 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 | $60,094 | RetainedEarningBOYAmt |
| Retained Earning EOY | $168,300 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,876,991 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,985,197 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,876,991 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,985,197 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,876,991 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $108,206 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,985,197 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,985,197 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (52 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| CAPITAL GAIN DISTRIBUTIONS TOTAL-CHARLES SCHWAB | P | $2,020 | $2,020 | $2,020 | |||
| ANALOG DEVICES INC., 35 SHARES | P | $5,202 | $2,011 | $2,011 | 2018-11-30 | 2021-01-29 | $3,191 |
| APPLE INC., 50 SHARES | P | $6,820 | $5,452 | $5,452 | 2015-10-05 | 2021-02-05 | $1,368 |
| APPLE INC., 133 SHARES | P | $17,825 | $14,186 | $14,186 | 2015-10-05 | 2021-02-11 | $3,639 |
| J M SMUCKER CO., 150 SHARES | P | $17,586 | -$1,039 | -$1,039 | 2017-06-19 | 2021-02-18 | $18,625 |
| J M SMUCKER CO., 100 SHARES | P | $11,724 | $1,407 | $1,407 | 2018-10-02 | 2021-02-18 | $10,317 |
| DEERE & CO., 24 SHARES | P | $9,140 | $5,942 | $5,942 | 2017-10-27 | 2021-04-14 | $3,198 |
| BERKSHIRE HATHAWAY, 85 SHARES | P | $24,154 | $17,430 | $17,430 | 2012-06-05 | 2021-06-15 | $6,724 |
| LAB CO OF AMER HLDG, 88 SHARES | P | $23,039 | $7,816 | $7,816 | 2018-10-02 | 2021-06-15 | $15,223 |
| DUKE ENERGY CORP, 78 SHARES | P | $8,378 | $2,040 | $2,040 | 2016-04-01 | 2021-08-05 | $6,338 |
| DUKE ENERGY CORP, 111 SHARES | P | $11,922 | $2,837 | $2,837 | 2020-06-23 | 2021-08-05 | $9,085 |
| ALPHABET INC, 4 SHARES | P | $11,316 | $7,209 | $7,209 | 2017-11-30 | 2021-10-14 | $4,107 |
| CHUBB LTD, 91 SHARES | P | $16,777 | $5,342 | $5,342 | 2016-08-23 | 2021-10-14 | $11,435 |
| WASTE MANAGEMENT INC, 143 SHARES | P | $22,532 | $6,611 | $6,611 | 2020-09-03 | 2021-10-14 | $15,921 |
| VANGUARD TOTAL INTL STOCK INDEX ADMIRAL, 200.704 SHARES | P | $7,046 | $270 | $270 | 2021-11-18 | $6,776 | |
| COSTCO WHOLESALE CO, 22 SHARES | P | $11,933 | $4,080 | $4,080 | 2021-02-18 | 2021-11-22 | $7,853 |
| JPMORGAN CHASE & CO, 25 SHARES | P | $4,130 | $1,166 | $1,166 | 2020-11-30 | 2021-11-22 | $2,964 |
| VANGUARD TOTAL BOND MARKET ETF, 700 SHARES | P | $59,458 | $5,319 | $5,319 | 2008-04-07 | 2021-11-18 | $54,139 |
| VANGUARD TOTAL INTL STOCK INDEX ADMIRAL, 226.587 SHARES | P | $7,954 | $701 | $701 | 2021-11-18 | $7,253 | |
| ABBOTT LABORATORIES, 25 SHARES | P | $3,144 | $2,718 | $2,718 | 1999-10-27 | 2021-11-22 | $426 |
| ACCENTURE PLC, 27 SHARES | P | $9,832 | $7,678 | $7,678 | 2014-05-02 | 2021-11-22 | $2,154 |
| ALPHABET INC, 2 SHARES | P | $5,921 | $3,867 | $3,867 | 2017-11-30 | 2021-11-22 | $2,054 |
| AMGEN INC, 15 SHARES | P | $3,062 | $2,224 | $2,224 | 2007-06-25 | 2021-11-22 | $838 |
| ANALOG DEVICES INC., 40 SHARES | P | $7,490 | $3,843 | $3,843 | 2018-11-30 | 2021-11-22 | $3,647 |
| APPLE INC., 17 SHARES | P | $2,787 | $2,322 | $2,322 | 2015-10-05 | 2021-11-22 | $465 |
| APPLE INC., 90 SHARES | P | $14,756 | $12,354 | $12,354 | 2016-03-21 | 2021-11-22 | $2,402 |
| COSTCO WHOLESALE CO, 1 SHARE | P | $542 | $188 | $188 | 2020-09-29 | 2021-11-22 | $354 |
| DEERE & CO., 7 SHARES | P | $2,465 | $1,532 | $1,532 | 2017-10-27 | 2021-11-22 | $933 |
| ENBRIDGE INC, 150 SHARES | P | $5,929 | $258 | $258 | 2014-02-19 | 2021-11-22 | $5,671 |
| FEDEX CORP, 52 SHARES | P | $12,877 | $7,241 | $7,241 | 2007-04-26 | 2021-11-22 | $5,636 |
| GENERAL DYNAMICS CO, 26 SHARES | P | $5,191 | -$125 | -$125 | 2018-10-02 | 2021-11-22 | $5,316 |
| ISHARES TR, 600 SHARES | P | $32,413 | $801 | $801 | 2014-04-07 | 2021-11-22 | $31,612 |
| JOHNSON & JOHNSON, 110 SHARES | P | $17,783 | $2,349 | $2,349 | 2018-10-02 | 2021-11-22 | $15,434 |
| LINDE PLC, 29 SHARES | P | $9,624 | $4,884 | $4,884 | 2017-05-02 | 2021-11-22 | $4,740 |
| LOWES COMPANIES INC, 70 SHARES | P | $17,830 | $16,122 | $16,122 | 2008-05-08 | 2021-11-22 | $1,708 |
| MCDONALDS CORP, 23 SHARES | P | $5,851 | $1,295 | $1,295 | 2019-04-24 | 2021-11-22 | $4,556 |
| MICROSOFT CORP, 63 SHARES | P | $21,578 | $19,769 | $19,769 | 2007-09-21 | 2021-11-22 | $1,809 |
| NEXTERA ENERGY INC, 77 SHARES | P | $6,762 | $2,534 | $2,534 | 2019-09-06 | 2021-11-22 | $4,228 |
| NIKE INC, 50 SHARES | P | $8,785 | $6,174 | $6,174 | 2016-12-07 | 2021-11-22 | $2,611 |
| NIKE INC, 40 SHARES | P | $7,028 | $4,018 | $4,018 | 2018-11-30 | 2021-11-22 | $3,010 |
| PEPSICO INC, 35 SHARES | P | $5,797 | $4,127 | $4,127 | 2009-03-04 | 2021-11-22 | $1,670 |
| T ROWE PRICE GROUP, 36 SHARES | P | $7,510 | $2,956 | $2,956 | 2020-06-23 | 2021-11-22 | $4,554 |
| THERMO FISHER SCNTFC, 25 SHARES | P | $15,940 | $8,683 | $8,683 | 2019-07-25 | 2021-11-22 | $7,257 |
| VANGUARD MORTGAGE BACKED SEC ETF, 375 SHARES | P | $19,832 | $602 | $602 | 2018-08-06 | 2021-11-22 | $19,230 |
| VANGUARD SHORT TERM COR BD ETF, 75 SHARES | P | $6,110 | $100 | $100 | 2014-05-02 | 2021-11-22 | $6,010 |
| VANGUARD TOTAL INTL STOCK INDEX ADMIRAL, 288.95 SHARES | P | $10,000 | $1,455 | $1,455 | 2021-11-22 | $8,545 | |
| VERIZON COMMUNICATN, 70 SHARES | P | $3,630 | -$158 | -$158 | 2016-04-01 | 2021-11-22 | $3,788 |
| ACCENTURE PLC, 25 SHARES | P | $8,953 | $6,959 | $6,959 | 2014-05-02 | 2021-11-23 | $1,994 |
| VERIZON COMMUNICATN, 400 SHARES | P | $20,799 | $10,282 | $10,282 | 2009-02-23 | 2021-11-23 | $10,517 |
| VERIZON COMMUNICATN, 50 SHARES | P | $2,600 | $1,249 | $1,249 | 2010-02-26 | 2021-11-23 | $1,351 |
| VERIZON COMMUNICATN, 80 SHARES | P | $4,160 | -$169 | -$169 | 2016-04-01 | 2021-11-23 | $4,329 |
| VERIZON COMMUNICATN, 200 SHARES | P | $10,399 | $212 | $212 | 2018-07-24 | 2021-11-23 | $10,187 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $229,144 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,577 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,577 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,577 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,800 | 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 | $2,800 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $17 | EsPenaltyAmt |
| Tax Due | $794 | TaxDueAmt |
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 | $3,154,559 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $87,597 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,242,156 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,242,156 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $48,632 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,193,524 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $159,676 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $159,676 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,577 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,577 | TotalTaxAmt |
| Distributable Before Adj | $156,099 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $156,099 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $156,099 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $149,128 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $149,128 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $156,099 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $1,221 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,221 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $149,128 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $149,128 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $1,221 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $1,221 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $5,750 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
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 |
|---|---|---|---|---|---|---|---|
| AMERICAN COLLEGE OF RADIOLOGY FOUNDATION | |||||||
| 1891 PRESTON WHITE DR | RESTON | VA | 20191 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $1,000 |
| AMERICAN HEART ASSOCIATION | |||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $1,000 |
| AMERICAN SOCIETY OF NEURORADIOLOGY | |||||||
| 800 ENTERPRISE DRIVE SUITE 205 | OAK BROOK | IL | 605234216 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $6,000 |
| AMNESTY INTERNATIONAL | |||||||
| 311 WEST 43RD STREET 7TH FLOOR | NEW YORK | NY | 10036 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $2,000 |
| CASE WESTERN RESERVE UNIVERSITY | |||||||
| 10900 EUCLID AVENUE | CLEVELAND | OH | 44106 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $30,000 |
| 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 | $5,000 |
| CIRCLE OF CARE | |||||||
| 144 DANBURY ROAD | WILTON | CT | 06897 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $103 |
| 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 | $4,000 |
| 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 | $30,000 |
| 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 | $2,000 |
| PLANNED PARENTHOOD | |||||||
| 26 BLEEKER ST | NEW YORK | NY | 10012 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $2,000 |
| RADIOLOGICAL SOCIETY OF NORTH AMERICA | |||||||
| 820 JORIE BLVD SUITE 200 | OAK BROOK | IL | 60523 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $1,000 |
| RAINFOREST ACTION FUND | |||||||
| 425 BUSH STREET STE 300 | SAN FRANCISCO | CA | 94108 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $2,000 |
| RISING TIDE INTERNATIONAL | |||||||
| 5102 SWIFT RD | SARASOTA | FL | 34231 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $2,000 |
| 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 |
| SIERRA CLUB | |||||||
| 2101 WEBSTER STREET SUITE 1300 | OAKLAND | CA | 94612 | 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 | $7,500 |
| ST LUKES MEDICAL CENTER | |||||||
| 190 E BANNOCK STREET | BOISE | ID | 83712 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $1,000 |
| 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 | $30,000 |
| UNIVERSITY OF MICHIGAN | |||||||
| 3003 SOUTH STATE STREET SUITE 8000 | ANN ARBOR | MI | 48109 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $500 |
| WASHINGTON UNIVERSITY IN ST LOUIS | |||||||
| ONE BROOKINGS DRIVE | ST LOUIS | MO | 63130 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $500 |
| WOODSTOCK JEWISH CONGREGATION | |||||||
| 1682 GLASCO TURNPIKE | WOODSTOCK | NY | 12498 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $146,603 | 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 | $3 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $52,751 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $229,144 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $281,898 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $281,898 | 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 | $1,251,313 | EOYBookValueAmt |
| EOYFMV | $2,530,132 | 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 | $597,672 | $684,316 |
| ALTERNATIVE MUTUAL FUNDS | AT COST | $39,770 | $76,050 |
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 | $11,745 | $11,745 | $0 |
| OFFICE | $3,757 | $3,757 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $1,392 | $1,392 | $0 |
| STATE OF OHIO | $200 | $0 | $200 |
| FEDERAL EXCISE TAX | $5,345 | $5,345 | $0 |