STRATEGY STUDIO / PUBLIC DATA EXPLORER

KEVIN E MYERS FAMILY FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
KEVIN E MYERS FAMILY FOUNDATION (EIN 83-2900533)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-10
IRS object ID
202523149349102222
Schema version
2024v5.2
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)
Return2025-11-10T12:54:27-06:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN832900533EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KEVIN E MYERS FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlKEVIBusinessNameControlTxt
Phone4107261034PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line111726 WINDING CREEK DRIVEAddressLine1Txt
CityBERLINCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21811ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKEVIN E MYERSPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4107261034PhoneNum
Signature2025-11-10SignatureDt
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$272,733FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$504,411ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$6,102InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$6,102InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$6,102InterestOnSavingsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss-$4,488NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$499,923GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$506,025TotalRevAndExpnssAmt
Total Net Invst Incm$6,102TotalNetInvstIncmAmt
Total Adj Net Incm$6,102TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$0TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$470,676ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$470,676ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$470,676TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$470,676TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$35,349ExcessRevenueOverExpensesAmt
Net Investment Income$6,102NetInvestmentIncomeAmt
Adjusted Net Income$6,102AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$237,384CashBOYAmt
Cash EOY$272,733CashEOYAmt
Cash EOYFMV$272,733CashEOYFMVAmt
Total Assets BOY$237,384TotalAssetsBOYAmt
Total Assets EOY$272,733TotalAssetsEOYAmt
Total Assets EOYFMV$272,733TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$237,384NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$272,733NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$237,384TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$272,733TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$237,384TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$272,733TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$237,384TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$35,349ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$272,733SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$272,733TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyMORGAN STANLEY SECURITIESPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2024-12-17AcquiredDt
Sold2024-12-18SoldDt
Gross Sales Price$499,923GrossSalesPriceAmt
Cost Or Other Basis$504,411CostOrOtherBasisAmt
Gain Or Loss-$4,488GainOrLossAmt
Gains Minus Excess Or Losses-$4,488GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income-$4,488CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$4,488NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$85InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$85SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$85TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$85TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMDOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4107261034PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line111726 WINDING CREEK DRIVEAddressLine1Txt
CityBERLINCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21811ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
KEVIN E MYERS
11726 WINDING CREEK DRIVEBERLINMD21811PRESIDENT, SECRETARY, AND5.00$0$0$0
SUE ROGAN
11726 WINDING CREEK DRIVEBERLINMD21811VICE PRESIDENT AND DIRECTO1.00$0$0$0
KRISTAN COSTELLO
8850 GANDER LANEBERLINMD21811TREASURER AND DIRECTOR1.00$0$0$0
BRANDON MYERS
11726 WINDING CREEK DRIVEBERLINMD21811DIRECTOR1.00$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

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$119,712AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$119,712TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$119,712AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,796CashDeemedCharitableAmt
Net Vl Noncharitable Assets$117,916NetVlNoncharitableAssetsAmt
Minimum Investment Return$5,896MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$5,896MinimumInvestmentReturnAmt
Tax Based On Investment Income$85TaxBasedOnInvestmentIncomeAmt
Total Tax$85TotalTaxAmt
Distributable Before Adj$5,811DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$5,811DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$5,811DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$470,676ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$470,676QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$5,811DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$67,249ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$80,323ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$360,986ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$573,469ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$684,765ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,766,792TotalExcessDistributionCyovAmt
Qualifying Distributions$470,676QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$5,811AppliedToCurrentYearAmt
Remaining Distri From Corpus$464,865RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$2,231,657TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$67,249ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$2,164,408ExcessDistriCyovToNextYrAmt
Excess From Year4$80,323ExcessFromYear4Amt
Excess From Year3$360,986ExcessFromYear3Amt
Excess From Year2$573,469ExcessFromYear2Amt
Excess From Year1$684,765ExcessFromYear1Amt
Excess From Current Year$464,865ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonKEVIN E MYERSRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line111726 WINDING CREEK DRIVEAddressLine1Txt
CityBERLINCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21811ZIPCd
FieldValueIRS element (for citing)
Recipient Phone4107261034RecipientPhoneNum
Form And Info And MaterialsLETTER STATING PURPOSE OF CONTRIBUTIONFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsEXPENDITURES MUST BE MADE FOR CHARITABLE, EDUCATIONAL, OR SCIENTIFIC PURPOSES. THE MAKING OF DISTRIBUTIONS TO QUALIFIED ORGANIZATIONS MUST BE UNDER APPLICABLE PROVISIONS OF THE INTERNAL REVENUE CODE.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
DELMARVA ACES
12918 RIGGIN RIDGE ROADOCEAN CITYMD21842NCCHARITABLE - UNRESTRICTED$2,000
SALISBURY SCHOOL
6279 HOBBS ROADSALISBURYMD21804NCCHARITABLE - UNRESTRICTED$314,574
SALISBURY UNIVERSITY
1101 CAMDEN AVENUESALISBURYMD21801NCEDUCATIONAL$9,102
SCOTT WILLIS LEGACY FOUNDATION
313 TUFTON CIRCLEFALLSTONMD21047NCCHARITABLE - UNRESTRICTED$15,000
JUNIOR ACHIEVEMENT
301 TILGHMAN ROAD 101SALISBURYMD21804NCEDUCATIONAL - UNRESTRICTED$20,000
TIDAL HEALTH FOUNDATION
1100 E CARROLL STREETSALISBURYMD21801NCCHARITABLE - UNRESTRICTED$110,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$470,676TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$6,102ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$4,488RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$6,102ExclusionAmt
Related Or Exempt Function Incm-$4,488RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,614TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
3INVESTMENT INCOME HELPS RAISE FUNDS SO THAT CONTRIBUTIONS CAN BE PAID TO QUALIFIED ORGANIZATIONS
4INVESTMENT INCOME HELPS RAISE FUNDS SO THAT CONTRIBUTIONS CAN BE PAID TO QUALIFIED ORGANIZATIONS
8INVESTMENT INCOME HELPS RAISE FUNDS SO THAT CONTRIBUTIONS CAN BE PAID TO QUALIFIED ORGANIZATIONS

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

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 Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1THE 2018 MYERS FAMILY DELAWARE TRUSTBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1C/O WILMINGTON TRUST 1100 NORTH MARAddressLine1Txt
CityWILMINGTONCityNm
State AbbreviationDEStateAbbreviationCd
ZIP19890ZIPCd
FieldValueIRS element (for citing)
Total Contributions$504,411TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertySHARES OF STOCKNoncashPropertyDesc
Fair Market Value$504,411FairMarketValueAmt
Received2025-12-17ReceivedDt