STRATEGY STUDIO / PUBLIC DATA EXPLORER

MYERS FAMILY FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
MYERS FAMILY FOUNDATION (EIN 81-3972701)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-11-04
IRS object ID
202033099349101303
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

FieldValueIRS element (for citing)
Return2020-11-04T15:34:56-06:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1One Hollow Ln Ste 212AddressLine1Txt
CityLake SuccessCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN813972701EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Myers Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlMYERBusinessNameControlTxt
Phone8008391754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAMES MYERSPersonNm
Person TitlepresidentPersonTitleTxt
Phone8008391754PhoneNum
Signature2020-10-20SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address67.82.234.252IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id06391520203095000028FederalOriginalSubmissionId
Federal Original Submission Id2020-11-04FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdB19A53FA749DAD8C2EFDCAB0C5B79501992FC144AtSubmissionCreationDeviceId
At Submission Filing Device IdE515D0965B869FF508796E5476410F6D857E7743AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$7,986,505FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,559,711ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$544InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$544InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$157,802DividendsRevAndExpnssAmt
Dividends Net Invst Incm$157,802DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$72,685NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$983,570GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$132,752CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$4,427OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$1,795,169TotalRevAndExpnssAmt
Total Net Invst Incm$291,098TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$50,510OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$50,510OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$600TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$24,070OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$24,070OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$75,180TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$50,510TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$24,070TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$222,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$222,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$297,680TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$50,510TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$246,570TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,497,489ExcessRevenueOverExpensesAmt
Net Investment Income$240,588NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$153,054SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$83,304SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$83,304SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$576,965USGovernmentObligationsBOYAmt
US Government Obligations EOY$588,531USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$610,505USGovtObligationsEOYFMVAmt
Corporate Stock BOY$3,287,565CorporateStockBOYAmt
Corporate Stock EOY$4,917,198CorporateStockEOYAmt
Corporate Stock EOYFMV$5,228,622CorporateStockEOYFMVAmt
Corporate Bonds BOY$1,198,653CorporateBondsBOYAmt
Corporate Bonds EOY$1,124,693CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,160,824CorporateBondsEOYFMVAmt
Other Investments BOY$523,493OtherInvestmentsBOYAmt
Other Investments EOY$523,493OtherInvestmentsEOYAmt
Other Investments EOYFMV$903,250OtherInvestmentsEOYFMVAmt
Total Assets BOY$5,739,730TotalAssetsBOYAmt
Total Assets EOY$7,237,219TotalAssetsEOYAmt
Total Assets EOYFMV$7,986,505TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$5,739,730RetainedEarningBOYAmt
Retained Earning EOY$7,237,219RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$5,739,730TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$7,237,219TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$5,739,730TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$7,237,219TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$5,739,730TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,497,489ExcessRevenueOverExpensesAmt
Subtotal$7,237,219SubtotalAmt
Tot Net Ast Or Fund Balances EOY$7,237,219TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly-traded SecuritiesPropertyDesc
Gross Sales Price$983,570GrossSalesPriceAmt
Cost Or Other Basis$850,818CostOrOtherBasisAmt
Gain Or Loss$132,752GainOrLossAmt
Gains Minus Excess Or Losses$132,752GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$132,752CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$203,518AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$5,697,677NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.035719DistributionYr1Rt
Adjusted Qlfy Distri Yr2$332,068AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$4,988,731NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.066564DistributionYr2Rt
Net Vl Noncharitable Assets Yr3$1,278,908NetVlNoncharitableAssetsYr3Amt
Adjusted Qlfy Distri Yr4$0AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$0NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.0DistributionYr4Rt
Adjusted Qlfy Distri Yr5$0AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$0NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.0DistributionYr5Rt
Total Distribution0.102283TotalDistributionRt
Average Distribution0.034094AverageDistributionRt
Net Vl Noncharitable Assets$6,335,828NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$216,014AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$2,406NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$218,420AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$246,570QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$2,406InvestmentIncomeExciseTaxAmt
Subtotal$2,406SubtotalAmt
Tax Based On Investment Income$2,406TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$9,400EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$9,400TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Overpayment$6,994OverpaymentAmt
Applied To ES Tax$2,500AppliedToESTaxAmt
Refund$4,494RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8008391754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1501 Silverside Road Suite 123AddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
James Myers
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir, Pres, Sec, Treas1.0$0$0$0
Josephine Myers
Foundation Source 501 Silverside RdWilmingtonDE198091377VP1.0$0$0$0

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Baldwin GroupBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11200 Prospect St suite 100AddressLine1Txt
CityLA JOLLACityNm
State AbbreviationCAStateAbbreviationCd
ZIP92037ZIPCd
FieldValueIRS element (for citing)
Service TypeInvestment MgmtServiceTypeTxt
Compensation$50,510CompensationAmt
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$5,376,637AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$152,426AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$903,250FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$6,432,313TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$6,432,313AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$96,485CashDeemedCharitableAmt
Net Vl Noncharitable Assets$6,335,828NetVlNoncharitableAssetsAmt
Minimum Investment Return$316,791MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$316,791MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,406TaxBasedOnInvestmentIncomeAmt
Total Tax$2,406TotalTaxAmt
Distributable Before Adj$314,385DistributableBeforeAdjAmt
Distributable Before Ded$314,385DistributableBeforeDedAmt
Distributable As Adjusted$314,385DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$246,570ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$246,570QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$2,406PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$244,164AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$314,385DistributableAsAdjustedAmt
Prior Year12017PriorYear1Yr
Prior Year22016PriorYear2Yr
Prior Year32015PriorYear3Yr
Excess Distribution Cyov Yr2$51,619ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$51,619TotalExcessDistributionCyovAmt
Qualifying Distributions$246,570QualifyingDistributionsAmt
Applied To Current Year$246,570AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$51,619ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$51,619ExcessDistributionCyovAppCYAmt
Undistributed Income CY$16,196UndistributedIncomeCYAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNONEContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
GEORGETOWN UNIVERSITY
2115 WISCONSIN AVE NW STE 500WASHINGTONDC20007N/APCSchool of Foreign Service Centennial Fund$2,500
JOHN CARROLL UNIVERSITY
1 JOHN CARROLL BLVDUNIVERSITY HTOH44118N/APCthe Carroll Fund$25,000
LA JOLLA YMCA
8355 CLIFFRIDGE AVELA JOLLACA92037N/APCAnnual Campaign$5,000
MARQUETTE UNIVERSITY
1250 W WISCONSIN AVE PO BOX 1881MILWAUKEEWI53201N/APCGeneral & Unrestricted$5,000
NORTH COAST REPERTORY THEATRE A NON PROFIT CORPORA
987 LOMAS SANTA FE DR STE DSOLANA BEACHCA92075N/APCGeneral & Unrestricted$2,500
ORANGE EFFECT FOUNDATION
17040 AMBER DRCLEVELANDOH44111N/APCGeneral & Unrestricted$10,000
ROMAN CATHOLIC BISHOP OF SAN DIEGO
PO BOX 85728SAN DIEGOCA92186N/APCGeneral & Unrestricted$115,000
ROMAN CATHOLIC BISHOP OF SAN DIEGO
PO BOX 85728SAN DIEGOCA92186N/APC2019 Annual Catholic Appeal$25,000
SANFORD BURNHAM PREBYS MEDICAL DISCOVERY INSTITUTE
10901 N TORREY PINES RDLA JOLLACA92037N/APCGeneral & Unrestricted$20,000
THE EUDISTS CONGREGATION OF JESUS AND MARY
744 SONRISA STSOLANA BEACHCA92075N/APCRetirement Fund for the Religous$2,500
VILLA ANGELA ST JOSEPH HIGH SCHOOL
18491 LAKE SHORE BLVDCLEVELANDOH44119N/APCGeneral & Unrestricted$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$222,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$544ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$157,802ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$72,685ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescFederal Tax RefundDesc
Exclusion01ExclusionCd
Exclusion$4,427ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$235,458ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$235,458TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonMyers Family TrustContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1c/o Mr J Myers PO Box 676206AddressLine1Txt
CityRancho Santa FeCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92067ZIPCd
FieldValueIRS element (for citing)
Total Contributions$1,559,711TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1BJ'S WHLSL CLUB INC BJ, 2399 sh.$59,7472019-10-17
1SPDR S&P 500 ETF TRUST SPY, 4689 sh.$1,499,9642019-12-18

Depreciation Schedule DepreciationSchedule

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (120 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ABBVIE INC NOTE - 3.750% - 11/$35,733$35,788
AECOM NOTE - 5.875% - 10/15/20$4,360$4,427
AES CORP BD - 5.500% - 04/15/2$4,203$4,130
ALLY FINL INC - 4.625% - 05/19$4,003$4,190
ALLY FINL INC - 8.000% - 03/15$9,047$8,070
ALPHABET INC NOTE - 1.998% - 0$27,466$29,851
AMC NETWORKS INC - 4.750% - 08$4,024$4,015
AMERICAN INTL GROUP - 4.125% -$2,144$2,148
AMERICAN INTL GROUP INC - 3.90$33,247$35,446
AMERICAN TOWER CORP - 3.600% -$5,254$5,254
AMERIGAS PARTNERS L P NOTE - 5$4,151$4,410
AMGEN INC - 3.625% - 05/22/202$38,768$40,153
ANHEUSER BUSCH - 4.150% - 01/2$4,388$4,359
ANTERO MIDSTREAM PARTNERS - 5.$4,838$4,638
AON PLC NOTE - 3.875% - 12/15/$26,554$27,986
APPLE INC NOTE - 2.400% - 05/0$34,118$35,567
ASBURY AUTOMOTIVE GROUP - 6.00$4,955$5,163
AT&T BOND - 3.600% - 02/17/202$38,201$39,663
BALL - 4.375% - 12/15/2020$4,210$4,080
BALL CORP - 4.000% - 11/15/202$5,010$5,250
BANK AMER CORP MTN - 3.824% -$31,719$33,285
BERRY PLASTICS - 5.125% - 07/1$5,145$5,131
BLACKROCK INC - 3.500% - 03/18$31,099$31,918
BLUE CUBE SPINCO INC - 10.000%$3,568$3,317
BOYD GAMING CORP - 6.375% - 04$5,333$5,380
BROADCOM CORP/BROADCOM CAYMAN$4,964$5,194
CABLEVISION SYS - 5.875% - 09/$5,223$5,388
CBS OUTDOOR AMERS CAP LLC BOND$4,145$4,100
CCO HLDGS LLC - 5.750% - 09/01$4,060$4,075
CDW LLC - 5.500% - 12/01/2024$5,430$5,550
CENTENE CORP DEL - 4.750% - 01$5,121$5,194
CENTENE CORP NTS - 4.750% - 05$4,125$4,080
CHARTER COMMUNICATIONS - 5.050$4,485$4,539
CHARTER COMMUNICATIONS - 6.384$4,644$5,035
CITIGROUP INC NOTE - 2.650% -$33,025$33,178
CONCHO RES INC NOTE - 4.375% -$4,220$4,135
CROWN AMERICAS NOTE - 4.500% -$4,105$4,205
CROWN CASTLE INTL CORP - 5.250$5,441$5,432
CSC HLDGS INC NOTE - 5.250% -$4,831$5,388
CSC HOLDINGS BOND - 6.750% - 1$4,357$4,305
DAVITA HEALTHCARE NT - 5.000%$5,088$5,144
DAVITA HEALTHCARE PTNRS - 5.12$3,975$4,100
DCP MIDSTREAM OPERATING PL - 5$5,280$5,438
DIAMOND OFFSHORE DRILLING INC$4,240$3,480
DISH DBS CORP - 5.875% - 11/15$4,338$5,109
DISH DBS CORP NOTE - 5.000% -$5,013$5,129
ELDORADO RESORTS INC - 6.000%$5,038$5,250
EMC CORP - 3.375% - 06/01/2023$3,873$4,070
ENCOMPASS HEALTH CORP - 4.500%$5,113$5,181
FREEPORT-MCMORAN NT - 3.550% -$4,873$5,063
GENERAL MOTORS - 6.250% - 10/0$3,768$4,494
GOLDMAN SACHS GROUP INC - 3.85$31,568$33,001
GRAPHIC PACKAGING - 4.750% - 0$5,247$5,119
HCA INC - 5.250% - 06/15/2026$4,461$4,481
HCA INC - 5.375% - 02/01/2025$5,253$5,529
HCA INC - 5.875% - 05/01/2023$4,290$4,421
HEALTHSOUTH - 5.750% - 11/01/2$3,030$3,034
HILTON WORLDWIDE - 4.875% - 04$2,053$2,125
HILTON WORLDWIDE FINANCE - 4.6$5,073$5,138
HUNTSMAN INTL LLC - 4.500% - 0$5,151$5,314
INTEL CORP - 2.700% - 12/15/20$39,228$39,966
INTERNATIONAL LEASE FIN CORP -$5,838$5,286
IRON MOUNTAIN INC BOND - 5.750$4,095$4,045
ISTAR INC - 4.750% - 10/01/202$5,213$5,181
JPMORGAN CHASE & CO - 3.250% -$32,326$33,109
KENNEDY WILSON INC - 5.875% -$4,180$4,100
LAMAR MEDIA CORP - 5.000% - 05$4,140$4,070
LENNAR - 4.750% - 05/30/2025$4,059$4,300
LENNAR CORP - 4.750% - 11/29/2$5,475$5,388
LEUCADIA NATL CORP - 5.500% -$4,257$4,350
LEVEL 3 FINANCING INC - 5.375%$5,045$5,175
LEVEL 3 FING INC - 5.250% - 03$5,238$5,200
LKQ CORP BOND - 4.750% - 05/15$4,027$4,063
LOWES COS INC - 3.100% - 05/03$35,215$36,192
MGIC INVT CORP - 5.750% - 08/1$9,785$9,945
MGM RESORTS INTERNATIONAL - 6.$9,428$9,878
MICRON TECHNOLOGY INC - 5.327%$2,065$2,294
MORGAN STANLEY - 3.875% - 01/2$29,458$32,178
MPT OPERATING PTN - 5.250% - 0$4,158$4,226
MURPHY OIL - 6.875% - 08/15/20$5,295$5,275
NABORS INDS INC - 5.500% - 01/$4,400$4,800
NATIONSTAR MORT CAP - 6.500% -$2,030$2,005
NETFLIX INC - 5.500% - 02/15/2$4,170$4,235
NETFLIX INC - 5.875% - 02/15/2$5,175$5,575
NRG ENERGY INC - 7.250% - 05/1$4,410$4,370
OCEANEERING INTL INC CALL MAKE$4,863$4,900
ORACLE CORP NOTE - 2.650% - 07$26,437$28,644
PULTEGROUP INC - 5.500% - 03/0$4,140$4,470
RADIAN GROUP INC - 4.875% - 03$5,044$5,263
RIO TINTO FIN - 3.750% - 06/15$32,032$33,334
ROYAL CARIBBEAN CRUISES LTD -$5,428$5,394
SALESFORCE COM - 3.700% - 04/1$34,793$38,397
SBA COMM CORP - 4.880% - 07/15$5,089$5,063
SBA COMMUNICATIONS CORP - 4.87$4,986$5,188
SERVICE CORP INTL NT - 5.375%$4,220$4,120
SPRINGLEAF FINANCE CORP - 8.25$4,324$4,197
SPRINGLEAF FINANCE CORPORATION$4,394$4,625
SPRINT CORP NOTE - 0.079% - 09$4,470$4,413
SPRINT CORP NTS B/E - 11.500%$6,000$5,713
SPRINT CORPORATION - 7.625% -$4,430$4,411
STARWOOD PPTY - 5.000% - 12/15$4,185$4,150
STEEL DYNAMICS - 5.250% - 04/1$4,170$4,078
SUMMIT MATERIALS LLC NOTE - 6.$4,133$4,065
T MOBILE USA INC - 6.500% - 01$4,310$4,115
TARGET CORP NOTE CALL MAKE WHO$32,266$34,788
TELEFLEX INC - 4.625% - 11/15/$4,085$4,239
THE ADT CORPORATION - 6.250% -$4,395$4,220
TOLL BROS FIN CORP - 4.875% -$4,180$4,320
TRANSDIGM INC - 7.500% - 03/15$5,446$5,469
TRANSDIGM INC NOTE NOTE - 6.50$5,085$5,200
UNITED CONTL HLDGS INC - 4.875$5,217$5,300
UNITED RENTALS NORTHAMER INC -$4,365$4,291
VERISIGN - 0.000% - 05/01/2023$5,080$5,080
WELLS FARGO - 3.550% - 09/29/2$32,084$33,885
WESTERN DIGITAL CORP - 4.750%$5,146$5,213
WEYERHAEUSER REAL ESTATE CO NO$4,160$4,350
WPX ENERGY INC - 5.750% - 06/0$5,238$5,338
WYNDHAM DESTINATIONS - 4.250%$5,059$5,100
XEROX CORPORATION NOTE - 4.500$5,065$5,135
ZAYO GROUP LLC/ZAYO CAP INC NO$5,225$5,113

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (50 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
AGREE REALTY CORP$7,477$10,806
ALEXANDRIA REAL ESTATE EQUITIE$15,516$21,490
AMERICAN CAMPUS COMMUNITIES$3,812$4,468
AMERICAN TOWER REIT INC$19,083$35,622
AMERICOLD REALTY TRUST$6,296$6,802
APARTMENT INVESTMENT AND MANAG$9,037$10,692
AVALONBAY CMNTYS INC$9,109$11,114
BOSTON PPTYS INC$12,033$13,097
CAMDEN PPTY TR$7,705$9,125
CORESITE REALTY CORPORATION$3,793$3,924
CROWN CASTLE INTL$16,480$24,734
CUBESMART$7,110$8,500
DIGITAL RLTY TR INC$6,924$7,424
EASTGROUP PROPERTIES INC$10,389$17,645
EPR PROPERTIES$9,857$11,020
EQUINIX, INC$14,637$19,262
EQUINOX CAMPBELL STRATEGY I$323,961$269,581
EQUITY LIFESTYLE PRP$7,778$12,248
ESSEX PRTY TR INC$7,387$7,822
EXTRA SPACE STORAGE$3,115$4,119
FARMLAND PARTNERS PFD SER B$4,251$4,237
FEDERAL RLTY INVT TR$12,087$12,101
FIRST EAGLE SOGEN OVERSEAS FUN$221,586$226,981
FIRST INDUSTRIAL REALTY TRUST$10,164$14,819
GAMING AND LEISURE PROPERTIES,$9,050$11,839
HOST HOTELS & RESORTS INC$12,553$12,187
INVESCO EQUALLY WEIGHTED$569,359$658,742
INVESCO OPPENHEIMER INTERNATIO$185,410$222,796
INVITATION HOMES INC.$6,948$9,950
ISHARES TR S & P MIDCAP 400 IN$468,798$556,537
ISHARES TRUST MSCI EAFE INDEX$282,273$318,035
LOCORR MANAGED FUTURES STRATEG$171,236$167,542
LTC PROPERTIES INC$7,713$7,700
NEXPOINT RESIDENTIAL TRUST INC$7,112$7,875
PHYSICIANS REALTY TRUST$6,048$6,951
SAFETY INCOME AND GROWTH INC$4,436$5,199
SALIENT MLP & ENERGY INFRASTRU$328,809$266,195
SERVICE PROPERTIES TRUST$8,821$7,299
SIMON PPTY GROUP INC$21,517$18,918
SL GREEN REALTY CORP$7,921$7,075
SPDR S&P 500 ETF TRUST$1,499,965$1,509,201
SPDR SER TR BARCLAYS CAP CONV$273,595$316,739
STORE CAPITAL CORPORATION$4,462$4,543
TERRENO RLTY CORPCOM$9,553$17,000
VANGUARD RUSSELL 2000 ETF$229,523$273,644
VICI PROPERTIES INC$8,680$10,041
VORNADO RLTY TR$7,197$6,584
WEINGARTEN REALTY INVESTORS SB$8,227$8,122
WELLTOWER INC.$11,029$14,148
WEYERHAEUSER CO$17,376$16,127

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$588,531USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$610,505USGovtObligationsEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemCORTICA INC PFD SER ACategoryOrItemTxt
Book Value$523,493BookValueAmt
EOYFMV$903,250EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees$24,045$24,045
State or Local Filing Fees$25$25

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescFederal Tax RefundDesc
Revenue And Expenses Per Books$4,427RevenueAndExpensesPerBooksAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment Management ServicesCategoryTxt
Amt$50,510Amt
Net Investment Income$50,510NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category990-PF Estimated Tax for 2019CategoryTxt
Amt$600Amt