MEYERS FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- MEYERS FOUNDATION (EIN 31-6023945)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-10-05
- IRS object ID
- 202142789349100519
- 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
- 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 | 2021-10-05T11:06:07-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 | 2021-10-02 | 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 | 2021-10-02 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 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 | $2,966,166 | 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 | $22 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $22 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $53,739 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $53,739 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $137,530 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $445,520 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $137,530 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $191,291 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $191,291 | 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 | $4,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,125 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,125 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $3,097 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,340 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $200 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $14,560 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $14,560 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $21,907 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $18,025 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,325 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $164,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $164,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $186,307 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $18,025 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $166,725 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,984 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $173,266 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $14,066 | CashBOYAmt |
| Cash EOY | $57,866 | CashEOYAmt |
| Cash EOYFMV | $57,866 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $105,043 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,977 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,977 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,202,324 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,242,644 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,218,784 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $550,574 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $572,504 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $685,539 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,872,007 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,876,991 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,966,166 | 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 | $55,110 | RetainedEarningBOYAmt |
| Retained Earning EOY | $60,094 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,872,007 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,876,991 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,872,007 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,876,991 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,872,007 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,984 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,876,991 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,876,991 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (40 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 | $1,592 | $1,592 | $1,592 | |||
| APPLE INC, 50 SHARES | P | $24,967 | $19,495 | $19,495 | 2015-10-05 | 2020-08-25 | $5,472 |
| ALPHABET INC,5 SHARES | P | $8,802 | $3,668 | $3,668 | 2017-11-30 | 2020-11-30 | $5,134 |
| APPLE INC, 50 SHARES | P | $16,271 | $10,799 | $10,799 | 2015-10-05 | 2020-02-14 | $5,472 |
| VF CORP,300 SHARES | P | $25,026 | $8,836 | $8,836 | 2016-12-07 | 2020-02-14 | $16,190 |
| DOUBLELINE CORE FIXED INCOME I, 67.873 SHARES | P | $766 | $16 | $16 | 2020-07-29 | $750 | |
| ABBOTT LABORATORIES, 100 SHARES | P | $9,088 | $6,749 | $6,749 | 2010-11-15 | 2020-06-30 | $2,339 |
| ACCENTURE PLC, 25 SHARES | P | $5,371 | $3,377 | $3,377 | 2014-05-02 | 2020-06-30 | $1,994 |
| AMGEN INC, 25 SHARES | P | $5,847 | $4,450 | $4,450 | 2007-06-25 | 2020-06-30 | $1,397 |
| MASTERCARD INC, 15 SHARES | P | $4,418 | $3,960 | $3,960 | 2011-07-18 | 2020-06-30 | $458 |
| DOUBLELINE CORE FIXED INCOME I, 2,049.071 SHARES | P | $23,120 | $922 | $922 | 2020-07-29 | $22,198 | |
| CHEVRON CORP, 75 SHARES | P | $6,909 | -$2,519 | -$2,519 | 2019-07-25 | 2020-06-23 | $9,428 |
| CARRIER GLOBAL CORP, 250 SHARES | P | $5,673 | $3,965 | $3,965 | 2003-07-07 | 2020-06-23 | $1,708 |
| CHEVRON CORP, 300 SHARES | P | $27,636 | $16,956 | $16,956 | 2000-09-15 | 2020-06-23 | $10,680 |
| GILEAD SCIENCES INC, 68 SHARES | P | $5,136 | -$2,007 | -$2,007 | 2015-04-24 | 2020-06-23 | $7,143 |
| OTIS WORLDWIDE CORP, 125 SHARES | P | $7,115 | $4,727 | $4,727 | 2003-07-07 | 2020-06-23 | $2,388 |
| U S BANCORP, 540 SHARES | P | $20,844 | $12,900 | $12,900 | 2009-04-07 | 2020-06-23 | $7,944 |
| ANHEUSER BUSCH INBEV SF SPONSORED ADR, 200 SHARES | P | $8,295 | -$8,811 | -$8,811 | 2012-09-17 | 2020-03-20 | $17,106 |
| ANHEUSER BUSCH INBEV SF SPONSORED ADR, 100 SHARES | P | $4,148 | -$6,481 | -$6,481 | 2014-05-02 | 2020-03-20 | $10,629 |
| M & T BANK CORP, 200 SHARES | P | $21,368 | -$12,628 | -$12,628 | 2018-11-30 | 2020-03-25 | $33,996 |
| ORACLE CORP, 300 SHARES | P | $14,329 | -$243 | -$243 | 2018-07-18 | 2020-03-25 | $14,572 |
| ORACLE CORP, 200 SHARES | P | $9,553 | -$191 | -$191 | 2018-07-24 | 2020-03-25 | $9,744 |
| GILEAD SCIENCES INC, 232 SHARES | P | $14,148 | -$10,221 | -$10,221 | 2015-04-24 | 2020-11-10 | $24,369 |
| GILEAD SCIENCES INC, 150 SHARES | P | $9,148 | -$1,749 | -$1,749 | 2016-12-07 | 2020-11-10 | $10,897 |
| LINDE PLC, 36 SHARES | P | $8,476 | $756 | $756 | 2020-06-23 | 2020-10-05 | $7,720 |
| AMAZON COM INC,3 SHARES | P | $9,713 | $3,266 | $3,266 | 2020-02-14 | 2020-10-19 | $6,447 |
| NEXTERA ENERGY INC, 20 SHARES | P | $6,056 | $1,450 | $1,450 | 2019-11-15 | 2020-10-19 | $4,606 |
| LOWES COMPANIES INC, 105 SHARES | P | $17,145 | $14,583 | $14,583 | 2008-05-08 | 2020-09-29 | $2,562 |
| LINDE PLC, 21 SHARES | P | $4,944 | $1,511 | $1,511 | 2017-05-02 | 2020-10-05 | $3,433 |
| MASTERCARD INC, 24 SHARES | P | $8,219 | $7,486 | $7,486 | 2011-07-18 | 2020-10-05 | $733 |
| DEERE & CO, 25 SHARES | P | $6,001 | $2,670 | $2,670 | 2017-10-27 | 2020-10-19 | $3,331 |
| JOHNSON & JOHNSON, 50 SHARES | P | $7,311 | $296 | $296 | 2018-10-02 | 2020-10-19 | $7,015 |
| MCDONALDS CORP, 25 SHARES | P | $5,720 | $768 | $768 | 2019-04-24 | 2020-10-19 | $4,952 |
| MICROSOFT CORP, 100 SHARES | P | $21,816 | $18,944 | $18,944 | 2007-09-21 | 2020-10-19 | $2,872 |
| NEXTERA ENERGY INC, 20 SHARES | P | $6,056 | $1,663 | $1,663 | 2019-09-06 | 2020-10-19 | $4,393 |
| PEPSICO INC, 100 SHARES | P | $14,109 | $8,918 | $8,918 | 2009-05-22 | 2020-10-19 | $5,191 |
| WALT DISNEY CO, 60 SHARES | P | $7,530 | $4,630 | $4,630 | 2012-11-20 | 2020-10-19 | $2,900 |
| RAYTHEON TECHNOLOGIES CO, 280 SHARES | P | $17,080 | -$1,044 | -$1,044 | 2020-06-23 | 2020-09-03 | $18,124 |
| DEERE & CO, 50 SHARES | P | $10,524 | $3,861 | $3,861 | 2017-10-27 | 2020-09-03 | $6,663 |
| RAYTHEON TECHNOLOGIES CO, 250 SHARES | P | $15,250 | $10,210 | $10,210 | 2003-07-07 | 2020-09-03 | $5,040 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $137,530 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,408 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,408 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,408 | 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 |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $49 | EsPenaltyAmt |
| Tax Due | $2,457 | 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 | $2,624,149 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $117,365 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,741,514 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,741,514 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $41,123 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,700,391 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $135,020 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $135,020 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,408 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,408 | TotalTaxAmt |
| Distributable Before Adj | $132,612 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $132,612 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $132,612 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $166,725 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $166,725 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $166,725 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $132,612 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $32,892 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $166,725 | QualifyingDistributionsAmt |
| Applied To Year1 | $32,892 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $132,612 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,221 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,221 | 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 | $1,221 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $1,221 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PHILIP MEYERS III | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 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 | $1,150 |
| AMERICAN HEART ASSOCIATION | |||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $1,000 |
| CASE WESTERN RESERVE UNIVERSITY | |||||||
| 10900 EUCLID AVENUE | CLEVELAND | OH | 44106 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $40,000 |
| CINCINNATI THERAPEUTIC RIDING | |||||||
| 1342 US-50 | MILFORD | OH | 45150 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $1,000 |
| CINCINNATI ZOOLOGICAL GARDENS | |||||||
| 3400 VINE STREET | CINCINNATI | OH | 45220 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $4,000 |
| COLUMBIA UNIVERSITY | |||||||
| 116TH ST BROADWAY | NEW YORK | NY | 10027 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $20,000 |
| DOCTORS WITHOUT BORDERS | |||||||
| PO BOX 5030 | HAGERSTOWN | MD | 21741 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $3,000 |
| FEEDING AMERICA | |||||||
| 161 NORTH CLARK STREET SUITE 700 | CHICAGO | IL | 60601 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $3,000 |
| FOOD BANK FOR NYC | |||||||
| 39 BROADWAY | NEW YORK | NY | 10038 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $3,000 |
| FRACTURED ATLAS | |||||||
| PO BOX 55 | HARTSDALE | NY | 10530 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $3,000 |
| FRESH AIR FUND | |||||||
| 633 3RD AVE | NEW YORK | NY | 10017 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $2,500 |
| 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 | $3,000 |
| HARVARD COLLEGE FACULTY OF ART AND SCIENCES | |||||||
| UNIVERSITY HALL | CAMBRIDGE | MA | 02138 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $50,000 |
| LINTON CHAMBER MUSIC SERIES | |||||||
| 1241 ELM STREET | CINCINNATI | OH | 45202 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $500 |
| MICRO AID | |||||||
| PO BOX 853 | VENICE | CA | 90294 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $2,500 |
| NATURE CONSERVANCY | |||||||
| 4245 NORTH FAIRFAX DRIVE | ARLINGTON | VA | 22203 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $3,000 |
| NO KID HUNGRY | |||||||
| 1030 15TH STREET NW SUITE 1100 | WASHINGTON | DC | 20005 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $250 |
| NORTHWESTERN UNIVERSITY | |||||||
| 633 CLARK ST | EVANSTON | IL | 60208 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $1,000 |
| 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 | $3,000 |
| RAINFOREST ACTION FUND | |||||||
| 425 BUSH STREET STE 300 | SAN FRANCISCO | CA | 94108 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $3,000 |
| RISING TIDE INTERNATIONAL | |||||||
| 5102 SWIFT RD | SARASOTA | FL | 34231 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $3,000 |
| 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 | $3,000 |
| SEVEN HILLS SCHOOLS | |||||||
| 5400 RED BANK ROAD | CINCINNATI | OH | 45227 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $1,000 |
| SOCIETY OF NEUROINTERVENTIONAL SURGERY FOUNDATION | |||||||
| 12587 FAIR LAKES CIRCLE SUITE 353 | FAIRFAX | VA | 22033 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $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 | $3,000 |
| 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 | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $164,400 | 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 | $22 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $53,739 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $137,530 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $191,291 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $191,291 | 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 | $4,250 | Amt |
| Net Investment Income | $2,125 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,125 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $1,242,644 | EOYBookValueAmt |
| EOYFMV | $2,218,784 | 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 | $532,734 | $627,179 |
| ALTERNATIVE MUTUAL FUNDS | AT COST | $39,770 | $58,360 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STORAGE FEES | $3,727 | $3,727 | $0 |
| INVESTMENT ADVISORY FEES | $10,233 | $10,233 | $0 |
| OFFICE | $600 | $600 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $1,340 | $1,340 | $0 |
| STATE OF OHIO | $200 | $0 | $200 |
| FEDERAL EXCISE TAX | $1,557 | $0 | $0 |