MEYERS FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- MEYERS FOUNDATION (EIN 31-6023945)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-14
- IRS object ID
- 201931349349104063
- Schema version
- 2018v3.1
- 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
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-14T16:49:23-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 73 HUNTINGTON AVENUE | AddressLine1Txt |
| City | SCARSDALE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 105832032 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PHILIP MEYERS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2123056384 | PhoneNum |
| Signature | 2019-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BENJAMIN WETCHLER | PreparerPersonNm |
| PTIN | P00930997 | PTIN |
| Phone | 9147619195 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | 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 | $2,246,856 | 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 | $975 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $975 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $60,280 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $60,280 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $107,415 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $401,631 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $107,415 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $168,670 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $168,670 | 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 | $5,586 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,793 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,793 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $5,692 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,779 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $200 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $27,668 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $27,668 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $38,946 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $32,240 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,993 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $92,906 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $92,906 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $131,852 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $32,240 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $95,899 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $36,818 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $136,430 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $10,400 | CashBOYAmt |
| Cash EOY | $22,807 | CashEOYAmt |
| Cash EOYFMV | $22,807 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $23,678 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $14,508 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $14,508 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,144,431 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,175,030 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,655,540 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $15,875 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $510,164 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $537,848 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $554,001 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,704,548 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,750,193 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,246,856 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | -$112,349 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$66,704 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,704,548 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,750,193 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,704,548 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,750,193 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,704,548 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $36,818 | ExcessRevenueOverExpensesAmt |
| Other Increases | $8,827 | OtherIncreasesAmt |
| Subtotal | $1,750,193 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,750,193 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (21 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 50 SHARES, IBM CORP | P | 2002-06-28 | 2018-02-05 | $7,639 | $3,657 | $3,982 | $3,982 |
| 100 SHARES, IBM CORP | P | 2002-10-10 | 2018-02-05 | $15,278 | $5,680 | $9,598 | $9,598 |
| 200 SHARES, HERSHEY CO | P | 2017-11-30 | 2018-07-18 | $18,330 | $22,221 | -$3,891 | -$3,891 |
| 500 SHARES, FLOWSERVE CORP | P | 2015-10-05 | 2018-07-18 | $20,809 | $21,502 | -$693 | -$693 |
| 300 SHARES, EXXON MOBIL CORP | P | 2016-03-21 | 2018-07-24 | $24,830 | $25,133 | -$303 | -$303 |
| 114.29 SHARES, MFS EMERGING MKTS DEBT FD CL I | P | 2018-08-06 | $1,611 | $1,681 | -$70 | -$70 | |
| 118.873 SHARES, TEMPLETON GLOBAL BOND FUND ADV CL | P | 2018-08-06 | $1,409 | $1,410 | -$1 | -$1 | |
| 15,000 SHARES,FORD MOTOR CO | P | 2011-04-29 | 2018-08-01 | $15,000 | $15,875 | -$875 | -$875 |
| 2,423.597 SHARES, MFS EMERGING MKTS DEBT FD CL I | P | 2018-08-06 | $34,156 | $37,486 | -$3,330 | -$3,330 | |
| 2,762.852 SHARES, TEMPLETON GLOBAL BOND FUND ADV CL | P | 2018-08-06 | $32,750 | $36,735 | -$3,985 | -$3,985 | |
| 300 SHARES, ABBOTT LABORATORIES | P | 2014-05-02 | 2018-10-02 | $22,103 | $11,563 | $10,540 | $10,540 |
| 300 SHARES, EXXON MOBIL CORP | P | 2015-10-05 | 2018-10-02 | $25,906 | $22,836 | $3,070 | $3,070 |
| 400 SHARES, INTEL CORP | P | 2002-09-30 | 2018-10-02 | $19,242 | $5,602 | $13,640 | $13,640 |
| 200 SHARES, INTEL CORP | P | 2006-06-06 | 2018-10-02 | $9,621 | $3,561 | $6,060 | $6,060 |
| 500 SHARES, MERCK & CO INC | P | 2012-11-20 | 2018-10-02 | $35,891 | $21,761 | $14,130 | $14,130 |
| 250 SHARES, UNITED TECHNOLOGIES | P | 2003-07-07 | 2018-10-02 | $35,358 | $9,136 | $26,222 | $26,222 |
| 600 SHARES, WELLS FARGO BK N A | P | 2007-03-23 | 2018-11-30 | $32,674 | $20,956 | $11,718 | $11,718 |
| 200 SHARES, WELLS FARGO BK N A | P | 2007-10-31 | 2018-11-30 | $10,891 | $6,798 | $4,093 | $4,093 |
| 300 SHARES, WELLS FARGO BK N A | P | 2008-01-23 | 2018-11-30 | $16,337 | $8,671 | $7,666 | $7,666 |
| 400 SHARES, WELLS FARGO BK N A | P | 2008-05-08 | 2018-11-30 | $21,783 | $11,952 | $9,831 | $9,831 |
| CAPITAL GAINS DIVIDENDS | P | $13 | $13 | $13 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $107,415 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $100,200 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,183,881 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.045882 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $97,774 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,208,274 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.044276 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $86,900 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,323,779 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.037396 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $97,758 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,463,448 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.039683 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $135,006 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,240,681 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.060252 | DistributionYr5Rt |
| Total Distribution | 0.227489 | TotalDistributionRt |
| Average Distribution | 0.045498 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,435,114 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $110,793 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,364 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $112,157 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $95,899 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,729 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,729 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,729 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $687 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $687 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $75 | EsPenaltyAmt |
| Tax Due | $2,117 | 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 | 2123056384 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 73 HUNTINGTON AVE | AddressLine1Txt |
| City | SCARSDALE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10583 | 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 | ||||||||
| 73 HUNTINGTON AVENUE | SCARSDALE | NY | 10583 | 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 | $2,429,164 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $43,033 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,472,197 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,472,197 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $37,083 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,435,114 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $121,756 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $121,756 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,729 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,729 | TotalTaxAmt |
| Distributable Before Adj | $119,027 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $119,027 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $119,027 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $95,899 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $95,899 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $95,899 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $119,027 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $24,659 | ExcessDistributionCyovYr5Amt |
| Total Excess Distribution Cyov | $24,659 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $95,899 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $95,899 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $23,128 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $23,128 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,531 | 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 | $1,531 | 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 (33 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ABRAHAMIC REUNION | |||||||
| 2372 ARDEN DRIVE | SARASOTA | FL | 34232 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $2,000 |
| AMERICAN COLLEGE OF RADIOLOGY FOUNDATION | |||||||
| 1891 PRESTON WHITE DR | RESTON | VA | 20191 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $500 |
| B'NAI JOSHUA BETH ISRAEL | |||||||
| 840 HIGHLAND ROAD | SHARON | PA | 16146 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $1,000 |
| CASE WESTERN RESERVE UNIVERSITY | |||||||
| 10900 EUCLID AVENUE | CLEVELAND | OH | 44106 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $20,000 |
| CINCINNATI THERAPEUTIC RIDING | |||||||
| 1342 US-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 |
| COLUMBIA UNIVERSITY | |||||||
| 116TH ST BROADWAY | NEW YORK | NY | 10027 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $10,000 |
| DOCTORS WITHOUT BORDERS | |||||||
| PO BOX 5030 | HAGERSTOWN | MD | 21741 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $2,000 |
| ENSEMBLE THEATER CINCINNATI | |||||||
| 1127 VINE STREET | CINCINNATI | OH | 45202 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $500 |
| GANNON UNIVERSITY | |||||||
| 109 UNIVERSITY SQUARE | ERIE | PA | 16501 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $500 |
| HARVARD UNIVERSITY | |||||||
| 124 MT AUBURN ST | CAMBRIDGE | MA | 02138 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $20,000 |
| INTERNATIONAL RESCUE COMMITTEE | |||||||
| 122 EAST 42ND STREET | NEW YORK | NY | 10168 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $1,000 |
| LINTON CHAMBER MUSIC SERIES | |||||||
| 1241 ELM STREET | CINCINNATI | OH | 45202 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $500 |
| METROPOLITAN ENSEMBLE THEATRE | |||||||
| 3927 MAIN STREET | KANSAS CITY | MO | 64111 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $250 |
| MICRO AID | |||||||
| PO BOX 853 | VENICE | CA | 90294 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $2,000 |
| MISHKAN CHICAGO | |||||||
| 4001 N RAVENSWOODSUITE 101 | CHICAGO | IL | 60613 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $1,000 |
| NATURE CONSERVANCY | |||||||
| 4245 NORTH FAIRFAX DRIVE | ARLINGTON | VA | 22203 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $1,030 |
| NEW ISRAEL FUND | |||||||
| PO BOX 177 | LEWISTON | ME | 04243 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $1,500 |
| NEW YORK PUBLIC RADIO | |||||||
| PO BOX 1550 | NEW YORK | NY | 10116 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $500 |
| NORTHWESTERN UNIVERSITY HILLEL | |||||||
| 634 CLARK ST | EVANSTON | IL | 60209 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $5,100 |
| NORTHWESTERN UNIVERSITY | |||||||
| 633 CLARK ST | EVANSTON | IL | 60208 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $2,500 |
| OMEGA INSTITUTE | |||||||
| 150 LAKE DR | RHINEBECK | NY | 12572 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $1,500 |
| OXFAM | |||||||
| 26 WEST STREET | BOSTON | MA | 02111 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $1,026 |
| PLANNED PARENTHOOD | |||||||
| 26 BLEEKER ST | NEW YORK | NY | 10012 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $2,000 |
| RADIOLOGY SOCIETY OF NORTH AMERICA | |||||||
| 820 JORIE BLVD SUITE 200 | OAK BROOK | IL | 60523 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $500 |
| 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 | $1,000 |
| SEVEN HILLS SCHOOLS | |||||||
| 5400 RED BANK ROAD | CINCINNATI | OH | 45227 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $1,000 |
| SOCIETY OF NEUROINTERVENTIONAL SURGERY | |||||||
| 12587 FAIR LAKES CIRCLE SUITE 353 | FAIRFAX | VA | 22033 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $3,500 |
| 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 | $500 |
| UNIVERSITY OF MICHIGAN | |||||||
| 3003 SOUTH STATE STREET SUITE 8000 | ANN ARBOR | MI | 48109 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $500 |
| WOODSTOCK JEWISH CONGREGATION | |||||||
| 1682 GLASCO TURNPIKE | WOODSTOCK | NY | 12498 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $92,906 | 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 | $975 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $60,280 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $107,415 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $168,670 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $168,670 | 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 | $5,586 | Amt |
| Net Investment Income | $2,793 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,793 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $1,175,030 | EOYBookValueAmt |
| EOYFMV | $1,655,540 | 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 | $506,910 | $518,408 |
| ALTERNATIVE MUTUAL FUNDS | AT COST | $30,938 | $35,593 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STORAGE FEES | $3,140 | $3,140 | $0 |
| INVESTMENT ADVISORY FEES | $24,528 | $24,528 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TIMING DIFFERENCES | Desc |
| Amt | $8,827 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $1,779 | $1,779 | $0 |
| STATE OF OHIO | $200 | $0 | $200 |
| FEDERAL EXCISE TAX | $3,713 | $0 | $0 |