SHANE AND ANNA MEYER FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization: SHANE AND ANNA MEYER FOUNDATION (EIN 45-3934859)
Tax period: 2020-01-01 to 2020-12-31
Filed: 2021-11-15
IRS object ID: 202133199349104908
Schema version: 2020v4.1
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
Schedule B
Accounting Fees Schedule
Investments Corp Stock Schedule
Legal Fees Schedule
Other Increases Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2021-11-15T12:54:40-06:00	ReturnTs
Tax Period End	2020-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	202122306	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	GBQ PARTNERS LLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	5580 MONROE STREET SUITE 210	AddressLine1Txt
City	SYLVANIA	CityNm
State Abbreviation	OH	StateAbbreviationCd
ZIP	43560	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2020-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	453934859	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	SHANE AND ANNA MEYER FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	SHAN	BusinessNameControlTxt
Phone	4195177377	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	6035 WILD IVY COURT	AddressLine1Txt
City	SYLVANIA	CityNm
State Abbreviation	OH	StateAbbreviationCd
ZIP	43560	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	SHANE MEYER	PersonNm
Person Title	TRUSTEE	PersonTitleTxt
Phone	4195177377	PhoneNum
Signature	2021-11-15	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	SHANE	PersonFirstNm
Person Last	MEYER	PersonLastNm

Field	Value	IRS element (for citing)
SSN	XXX-XX-XXXX	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	DANIEL R HOOVER	PreparerPersonNm
PTIN	P01665587	PTIN
Phone	4198858338	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	2020	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	$214,723	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$143,231	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$1	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$1	InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm	$1	InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss	$38	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$38	DividendsNetInvstIncmAmt
Dividends Adj Net Incm	$38	DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss	$11,346	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$12,250	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$11,346	CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm	$0	NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss	$154,616	TotalRevAndExpnssAmt
Total Net Invst Incm	$11,385	TotalNetInvstIncmAmt
Total Adj Net Incm	$39	TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$0	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm	$0	CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$0	CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss	$284	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$284	LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm	$0	LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl	$0	LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$2,900	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$2,900	AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm	$0	AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps	$0	AccountingFeesChrtblPrpsAmt
Tot Opr Expenses Rev And Expnss	$3,184	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$3,184	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm	$0	TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$14,700	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$14,700	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$17,884	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$3,184	TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm	$0	TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl	$14,700	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$136,732	ExcessRevenueOverExpensesAmt
Net Investment Income	$8,201	NetInvestmentIncomeAmt
Adjusted Net Income	$39	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$15,655	CashBOYAmt
Cash EOY	$13,992	CashEOYAmt
Cash EOYFMV	$13,992	CashEOYFMVAmt
Corporate Stock BOY	$0	CorporateStockBOYAmt
Corporate Stock EOY	$200,731	CorporateStockEOYAmt
Corporate Stock EOYFMV	$200,731	CorporateStockEOYFMVAmt
Total Assets BOY	$15,655	TotalAssetsBOYAmt
Total Assets EOY	$214,723	TotalAssetsEOYAmt
Total Assets EOYFMV	$214,723	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$15,655	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$214,723	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$15,655	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$214,723	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$15,655	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$214,723	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$15,655	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$136,732	ExcessRevenueOverExpensesAmt
Other Increases	$62,336	OtherIncreasesAmt
Subtotal	$214,723	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$214,723	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

Field	Value	IRS element (for citing)
Property	5 SHARES - AMAZON INC	PropertyDesc
Acquired	2012-01-10	AcquiredDt
Sold	2020-04-30	SoldDt
Gross Sales Price	$12,250	GrossSalesPriceAmt
Cost Or Other Basis	$904	CostOrOtherBasisAmt
Gain Or Loss	$11,346	GainOrLossAmt
Gains Minus Excess Or Losses	$11,346	GainsMinusExcessOrLossesAmt

Field	Value	IRS element (for citing)
Capital Gain Net Income	$11,346	CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss	$0	NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$114	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$114	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$114	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$0	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	$0	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Tax Due	$114	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	0	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	Yes (1)	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	SHANE MEYER	IndividualWithBooksNm
Phone	4197791790	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	6035 WILD IVY COURT	AddressLine1Txt
City	SYLVANIA	CityNm
State Abbreviation	OH	StateAbbreviationCd
ZIP	435601085	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
SHANE MEYER
6035 WILD IVY COURT	SYLVANIA	OH	43560	TRUSTEE	1.00	$0	$0	$0
ANNA MEYER
6035 WILD IVY COURT	SYLVANIA	OH	43560	TRUSTEE	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	CONTRIBUTIONS WERE MADE TO FOUR DIFFERENT ORGANIZATIONS IN ORDER FOR THEM TO CONDUCT THEIR EXEMPT PURPOSE.	Description1Txt
Expenses1	$14,700	Expenses1Amt

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	$161,499	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$23,662	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$185,161	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$185,161	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$2,777	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$182,384	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$9,119	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Sect4942j3j5 Fndtn And Frgn Org	Yes (X)	Sect4942j3j5FndtnAndFrgnOrgInd

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$14,700	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$14,700	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$0	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$14,700	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$0	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$1,488	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$4,891	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$685	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$3,579	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$3,200	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$13,843	TotalExcessDistributionCyovAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$0	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$0	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$13,843	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	$1,488	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$12,355	ExcessDistriCyovToNextYrAmt
Excess From Year4	$4,891	ExcessFromYear4Amt
Excess From Year3	$685	ExcessFromYear3Amt
Excess From Year2	$3,579	ExcessFromYear2Amt
Excess From Year1	$3,200	ExcessFromYear1Amt

Private Operating Foundations PrivateOperatingFoundationsGrp

Field	Value	IRS element (for citing)
Section4942j3	Yes (X)	Section4942j3Ind

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

Field	Value	IRS element (for citing)
Current Year	$39	CurrentYearAmt
Year1	$0	Year1Amt
Year2	$0	Year2Amt
Year3	$0	Year3Amt
Total	$39	TotalAmt

Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp

Field	Value	IRS element (for citing)
Current Year	$33	CurrentYearAmt
Year1	$0	Year1Amt
Year2	$0	Year2Amt
Year3	$0	Year3Amt
Total	$33	TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Current Year	$14,700	CurrentYearAmt
Year1	$3,200	Year1Amt
Year2	$3,579	Year2Amt
Year3	$685	Year3Amt
Total	$22,164	TotalAmt

Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp

Field	Value	IRS element (for citing)
Current Year	$0	CurrentYearAmt
Year1	$0	Year1Amt
Year2	$0	Year2Amt
Year3	$0	Year3Amt
Total	$0	TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

Field	Value	IRS element (for citing)
Current Year	$14,700	CurrentYearAmt
Year1	$3,200	Year1Amt
Year2	$3,579	Year2Amt
Year3	$685	Year3Amt
Total	$22,164	TotalAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

Field	Value	IRS element (for citing)
Current Year	$6,079	CurrentYearAmt
Year1	$625	Year1Amt
Year2	$0	Year2Amt
Year3	$0	Year3Amt
Total	$6,704	TotalAmt

Total Support TotalSupportGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Public Support Type PublicSupportType

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Largest Support From EO LargestSupportFromEOGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Gross Investment Income GrossInvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
ST FRANCIS DE SALES SCHOOL
2323 W BANCROFT ST	TOLEDO	OH	43607	501(C)(3)	ASSISTING IN CARRYING OUT THE MISSION OF ST. FRANCIS DE SALES SCHOOL	$6,350
ST JOSEPH
5373 MAIN STREET	SYLVANIA	OH	43560	501(C)(3)	ASSISTING IN CARRYING OUT THE MISSION OF ST. JOSEPH	$750
HOPSON ELITE
256 S GORDON DRIVE	OAK HARBOR	OH	43449	501(C)(3)	ASSISTING IN CARRYING OUT THE MISSION OF HOPSON ELITE.	$6,500
HOOPS AND LOOPS FOR KIDS
29676 CHATHAM WAY	PERRYSBURG	OH	43551	501(C)(3)	ASSISTING IN CARRYING OUT THE MISSION OF HOOPS AND LOOPS FOR KIDS.	$1,100

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$14,700	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	$1	ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$38	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$11,346	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$11,385	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$11,385	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

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	MEYER FAMILY GRANTOR CHARITABLE LEAD TRUST	BusinessNameLine1Txt

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	6035 WILD IVY CT	AddressLine1Txt
City	SYLVANIA	CityNm
State Abbreviation	OH	StateAbbreviationCd
ZIP	43560	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$143,231	TotalContributionsAmt
Noncash Contribution	Yes (X)	NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum
Noncash Property	VARIOUS STOCK	NoncashPropertyDesc
Fair Market Value	$143,231	FairMarketValueAmt
Received	2020-02-10	ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	CategoryTxt
Amt	$2,900	Amt
Net Investment Income	$2,900	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
ALPHABET INC	$26,290	$26,290
AMAZON.COM INC	$162,847	$162,847
BERKSHIRE HATHAWAY INC	$11,594	$11,594

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	LEGAL FEES	CategoryTxt
Legal Fees	$284	LegalFeesAmt
Net Investment Income	$284	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	ADJUSTMENT FOR FAIR MARKET VALUE OF STOCK	Desc
Amt	$62,336	Amt