STRATEGY STUDIO / PUBLIC DATA EXPLORER

SHANE AND ANNA MEYER FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
SHANE AND ANNA MEYER FOUNDATION (EIN 45-3934859)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-08-28
IRS object ID
201722409349100302
Schema version
2016v3.0
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)
Return2017-08-28T06:42:40-07:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Semro Henry & Spinazze LTDBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line17255 Crossleigh CtAddressLine1Txt
CityToledoCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43617ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN453934859EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Shane and Anna Meyer FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSHANBusinessNameControlTxt
Phone4195177377PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16035 Wild Ivy CourtAddressLine1Txt
CitySylvaniaCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43560ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSHANE MEYERPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone4195177377PhoneNum
Signature2017-04-05SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTIMOTHY J SEMRO ESQPreparerPersonNm
Phone4195177377PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address72.240.23.98IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-08-28IPDt
IP Tm06:42:23IPTm
IP TimezonePDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id9EEDD9B353B95AE3081D1F259CF48C1A76FEA0D2AtSubmissionCreationDeviceId
At Submission Filing Device IdA5CCB52148DFC306F5017ADB87CF6017D94557D7AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$14,707FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$13,786ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$1InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1InterestOnSavNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$13,787TotalRevAndExpnssAmt
Total Net Invst Incm$1TotalNetInvstIncmAmt
Other Expenses Rev And Expnss$0OtherExpensesRevAndExpnssAmt
Other Expenses Adj Net Incm$4,891OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$4,891OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$0TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$4,891TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$4,891TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$11,360ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$11,360TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$4,891TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$4,891TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$2,427ExcessRevenueOverExpensesAmt
Net Investment Income$1NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$17,171SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$14,707SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$14,707SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$17,171TotalAssetsBOYAmt
Total Assets EOY$14,707TotalAssetsEOYAmt
Total Assets EOYFMV$14,707TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$17,171UnrestrictedBOYAmt
Unrestricted EOY$14,707UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$17,171TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$14,707TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$17,171TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$14,707TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$17,171TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$2,427ExcessRevenueOverExpensesAmt
Subtotal$19,598SubtotalAmt
Other Decreases$4,891OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$14,707TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Adjusted Qlfy Distri Yr1$1,488AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$16,847NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.088324DistributionYr1Rt
Adjusted Qlfy Distri Yr2$9,060AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$15,562NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.582187DistributionYr2Rt
Adjusted Qlfy Distri Yr3$8,925AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$12,464NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.716062DistributionYr3Rt
Total Distribution1.386573TotalDistributionRt
Average Distribution0.462191AverageDistributionRt
Net Vl Noncharitable Assets$15,700NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$7,256AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct$7,256AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$4,891QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Applied To ES Tax$0AppliedToESTaxAmt

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 SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateOHOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationYes (true)PrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksSHANE MEYERIndividualWithBooksNm
Phone4197791790PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line16035 Wild Ivy CourtAddressLine1Txt
CitySylvaniaCityNm
State AbbreviationOHStateAbbreviationCd
ZIP435601085ZIPCd
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

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
SHANE MEYER
6035 Wild Ivy CourtSylvaniaOH43560Trustee1.00$0$0$0
ANNA MEYER
6035 Wild Ivy CourtSylvaniaOH43560Trustee1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1Contributions were made to six different organizationsin order for them to conduct their exempt purpose.Description1Txt
Expenses1$11,360Expenses1Amt
Expenses2$0Expenses2Amt
Expenses3$0Expenses3Amt
Expenses4$0Expenses4Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$15,939AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$15,939TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$15,939AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$239CashDeemedCharitableAmt
Net Vl Noncharitable Assets$15,700NetVlNoncharitableAssetsAmt
Minimum Investment Return$785MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Sect4942j3j5 Fndtn And Frgn OrgYes (X)Sect4942j3j5FndtnAndFrgnOrgInd

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$4,891ExpensesAndContributionsAmt
Qualifying Distributions$4,891QualifyingDistributionsAmt
Adjusted Qualifying Distri$4,891AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$1,750ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$8,925ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$9,060ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,488ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$21,223TotalExcessDistributionCyovAmt
Qualifying Distributions$4,891QualifyingDistributionsAmt
Remaining Distri From Corpus$4,891RemainingDistriFromCorpusAmt
Total Corpus$26,114TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$26,114ExcessDistriCyovToNextYrAmt
Excess From Year4$1,750ExcessFromYear4Amt
Excess From Year3$8,925ExcessFromYear3Amt
Excess From Year2$9,060ExcessFromYear2Amt
Excess From Year1$1,488ExcessFromYear1Amt
Excess From Current Year$4,891ExcessFromCurrentYearAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

FieldValueIRS element (for citing)
Section4942j3Yes (X)Section4942j3Ind

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$0CurrentYearAmt
Total$0TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$4,891CurrentYearAmt
Year1$1,488Year1Amt
Year2$9,060Year2Amt
Year3$8,925Year3Amt
Total$24,364TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$4,891CurrentYearAmt
Year1$1,488Year1Amt
Year2$9,060Year2Amt
Year3$8,925Year3Amt
Total$24,364TotalAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

FieldValueIRS element (for citing)
Current Year$561CurrentYearAmt
Year1$561Year1Amt
Total$1,122TotalAmt

Total Support TotalSupportGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Public Support Type PublicSupportType

FieldValueIRS element (for citing)
Total$0TotalAmt

Largest Support From EO LargestSupportFromEOGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Gross Investment Income GrossInvestmentIncomeGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
St Joseph
5373 Main StreetSylvaniaOH43560PC501(c)(3)out the mission ofAssisting in carryingSt. Joseph$2,200
St Joseph School
5411 Main StreetSylvaniaOH43560PC501(c)(3)out the mission ofAssisting in carryingSt. Joseph School$1,500
Cardinal Stritch CHS
3225 Pickle RoadOregonOH43616PC501(c)(3)out the mission ofAssisting in carryingCardinal Stritch CHS$7,000
Northwest Ohio Hemophilia Foundation
PO Box 12606ToledoOH43606PC501(c)(3)out the mission ofAssisting in carryingNat Hemophilia Foundation$100
Make-A-Wish Foundation
2545 Farmers Drive Suite 300ColumbusOH43235PC501(c)(3)out the mission ofAssisting in carryingMake-A Wish Foundation$500
Ohio Trooper's Coalition
6161 Busch Blvd 130ColumbusOH43229PC501(c)(5)out the mission ofAssisting in carryingOhio Troppers Coalition$60
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$11,360TotalGrantOrContriPdDurYrAmt

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 PersonMEYER FAMILY GRANTOR CHARITABLE LEAContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line16035 Wild Ivy CtAddressLine1Txt
CitySylvaniaCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43560ZIPCd
FieldValueIRS element (for citing)
Total Contributions$11,536TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescSylvania Sharks activityDesc
Amt$4,891Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescSylvania Sharks expenseDesc
Adjusted Net Income$4,891AdjustedNetIncomeAmt
Disbursements Charitable Prps$4,891DisbursementsCharitablePrpsAmt