C DAVID AND MELISSA MYERS FAMILY FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- C DAVID AND MELISSA MYERS FAMILY FOUNDATION INC (EIN 46-4249352)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-06-03
- IRS object ID
- 202011559349100216
- Schema version
- 2019v5.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-06-03T14:21:18-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390934985 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL BEST & FRIEDRICH LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | N19 W24133 RIVERWOOD DR STE 200 | AddressLine1Txt |
| City | WAUKESHA | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53188 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 464249352 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | C DAVID AND MELISSA MYERS FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CDAV | BusinessNameControlTxt |
| Phone | 2623676967 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6378 BRUMDER ROAD | AddressLine1Txt |
| City | CHENEQUA | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53029 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MELISSA R MYERS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2623676967 | PhoneNum |
| Signature | 2020-05-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AMY S KIISKILA | PreparerPersonNm |
| PTIN | P00635994 | PTIN |
| Phone | 2629566560 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 147.202.209.17 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-05-29 | IPDt |
| IP Tm | 15:07:37 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 9FF4689BEB4DD5FDEC3F2FCE23C7351774B462B1 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | E1ACA2CE017B947F8565C437C949609FF711FED6 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,121,075 | 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 |
| Dividends Rev And Expnss | $72,225 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $72,225 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $80,488 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,813,739 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $80,488 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $152,713 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $152,713 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,536 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $230 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,306 | LegalFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,558 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,558 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,094 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,788 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,306 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $323,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $323,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $326,194 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,788 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $324,406 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$173,481 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $150,925 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2 | CashBOYAmt |
| Cash EOY | $2,427 | CashEOYAmt |
| Cash EOYFMV | $2,427 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,244,438 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $283,728 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $283,728 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $1,685,444 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,470,248 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,834,920 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,929,884 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,756,403 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,121,075 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,929,884 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,756,403 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,929,884 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,756,403 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,929,884 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,756,403 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,929,884 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$173,481 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,756,403 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,756,403 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $1,807,805 | $1,733,251 | $74,554 | $74,554 | |
| CAPITAL GAINS DIVIDENDS | $5,934 | $5,934 | $5,934 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $80,488 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $132,253 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,257,708 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.040597 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $149,304 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,116,061 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047914 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $83,601 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,905,230 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.028776 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $108,206 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,717,189 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.039823 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $10,456 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,453,769 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.007192 | DistributionYr5Rt |
| Total Distribution | 0.164302 | TotalDistributionRt |
| Average Distribution | 0.032860 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,127,291 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $102,763 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,509 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $104,272 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $324,406 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,509 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,509 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,509 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,091 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,091 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $418 | 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 | WI | 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 | MELISSA R MYERS | IndividualWithBooksNm |
| Phone | 2623676967 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6378 BRUMDER ROAD | AddressLine1Txt |
| City | CHENEQUA | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53029 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MELISSA R MYERS | ||||||||
| 6378 BRUMDER ROAD | CHENEQUA | WI | 53029 | PRESIDENT, TREASURER & DIR | 0.25 | $0 | $0 | $0 |
| C DAVID MYERS | ||||||||
| 6378 BRUMDER ROAD | CHENEQUA | WI | 53029 | VP, SECRETARY & DIRECTOR | 0.25 | $0 | $0 | $0 |
| CHARLES MYERS | ||||||||
| 6378 BRUMDER ROAD | CHENEQUA | WI | 53029 | DIRECTOR | 0.25 | $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 | THE C. DAVID AND MELISSA MYERS FAMILY FOUNDATION, INC. IS ORGANIZED AND OPERATED TO MAKE CASH DONATIONS TO QUALIFYING PUBLIC CHARITIES. THE FOUNDATION DOES NOT ENGAGE IN ANY DIRECT CHARITABLE ACTIVITIES. | Description1Txt |
| Expenses1 | $0 | 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 | $2,939,812 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $235,103 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,174,915 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,174,915 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $47,624 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,127,291 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $156,365 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $156,365 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,509 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,509 | TotalTaxAmt |
| Distributable Before Adj | $154,856 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $154,856 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $154,856 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $324,406 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $324,406 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,509 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $322,897 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $154,856 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $153,671 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $324,406 | QualifyingDistributionsAmt |
| Applied To Year1 | $153,671 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $154,856 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $15,879 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $15,879 | 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 | $15,879 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $15,879 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MELISSA R MYERS | ContributingManagerNm |
| Contributing Manager | C DAVID MYERS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ARROWHEAD UNION HIGH SCHOOL | |||||||
| 800 NORTH AVE | HARTLAND | WI | 53029 | PC | SUPPORT THE SCHOOL'S ATHLETIC PROGRAMS | $500 | |
| AUGUSTINE PREP | |||||||
| 2607 SOUTH 5TH STREET | MILWAUKEE | WI | 53207 | PC | FOR USE BY THE SCHOOL FOR ITS CHARITABLE PURPOSE. | $1,000 | |
| CHENEQUA FOUNDATION | |||||||
| PO BOX 18 | HARTLAND | WI | 53029 | PC | TO SUPPORT THE VILLAGE OF CHENEQUA. | $1,000 | |
| CHILDREN'S HOSPITAL OF WISCONSIN FOUNDATION | |||||||
| PO BOX 1997 MS 3050 | MILWAUKEE | WI | 532011997 | PC | FOR THE BENEFIT OF THE HERMA HEART CENTER FUND, RESTRICTED RESEARCH FUND AND THE MACC FUND CENTER INPATIENT RENOVATION | $50,000 | |
| EVANS SCHOLARS FOUNDATION | |||||||
| ONE BRIAR ROAD | GOLF | IL | 600290301 | PC | FUNDING THE ORGANIZATION'S SCHOLARSHIP PROGRAMS. | $2,500 | |
| GEORGIAN COURT UNIVERSITY | |||||||
| 900 LAKEWOOD AVENUE | LAKEWOOD | NJ | 087012697 | PC | FUNDING FOR THE SISTER MARY JO CUNNINGHAM SCHOLARSHIP. | $10,000 | |
| GOLD IN SEPTEMBER CHARITABLE TRUST | |||||||
| 709 MILWAUKEE STREET SUITE A | DELAFIELD | WI | 53018 | PC | FUNDING FOR THE G9 PROJECT TO RAISE AWARENESS OF THE NEED FOR INCREASED RESOURCES FOR CHILDHOOD CANCER RESEARCH AT ALL LEVELS. | $20,000 | |
| HIRE HEROES USA | |||||||
| 1360 UNION HILL ROAD BLDG 2 SUITE A | ALPHARETTA | GA | 30004 | PC | FOR USE BY ORGANIZATION FOR ITS CHARITABLE PURPOSES. | $600 | |
| HOLY CROSS ACADEMY | |||||||
| 5035 ROUTE 130 SOUTH | DELRAN | NJ | 08075 | PC | FUNDING OF THE PRINCIPAL'S APPEAL WHICH WILL SUPPORT THE MAINTENANCE OF THE FACILITY, CURRICULUM DEVELOPMENT, TECHNOLOGY IMPROVEMENTS AND FINANCIAL AID. | $1,000 | |
| INLAND LAKE YACHTING ASSOCIATION | |||||||
| PO BOX 311 | FONTANA | WI | 53125 | PC | FOR USE BY ORGANIZATION FOR ITS CHARITABLE PURPOSE. | $1,000 | |
| PENN STATE | |||||||
| 2583 GATEWAY DR SUITE 130 | STATE COLLEGE | PA | 168013098 | PC | FOR THE FACILITY ENHANCEMENT FUND. | $200,000 | |
| TALL PINES CONSERVANCY | |||||||
| PO BOX 65 | NASHOTAH | WI | 53058 | PC | FOR THE OCONOMOWOC RIVER WATERSHED PROTECION PROGRAM AND MASON CREEK. | $7,500 | |
| THE SALVATION ARMY | |||||||
| 11315 W WATERTOWN PLANK RD PO BOX | WAUWATOSA | WI | 53226 | PC | FOR USE BY ORGANIZATION FOR ITS CHARITABLE PURPOSE. | $25,000 | 26019 |
| STARS AND STRIPES HONOR FLIGHT INC | |||||||
| PO BOX 867 | MENOMONEE FALLS | WI | 53052 | PC | FOR USE BY THE ORGANIZATION FOR ITS CHARTIABLE PURPOSE. | $2,500 | |
| SOUTHERN LANCASTER COUNTY COMMUNITY FAIR ASSOCIATION | |||||||
| PO BOX 4 | QUARRYVILLE | PA | 17566 | PC | FOR USE BY THE ORGANIZATION FOR ITS CHARTIABLE PURPOSE. | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $323,100 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $72,225 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $80,488 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $152,713 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $152,713 | 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 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SCHWAB ACCOUNT MUTUAL BOND FUNDS | AT COST | $712,325 | $746,655 |
| SCHWAB ACCOUNT MUTUAL EQUITY FUNDS | AT COST | $177,849 | $263,013 |
| SCHWAB ACCOUNT EXCHANGE TRADED FUNDS | AT COST | $1,580,074 | $1,825,252 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX RETURN PREPARATION FEES | CategoryTxt |
| Legal Fees | $1,536 | LegalFeesAmt |
| Net Investment Income | $230 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,306 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX ON DIVIDENDS | CategoryTxt |
| Amt | $1,558 | Amt |
| Net Investment Income | $1,558 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |