MEYERS FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- MEYERS FOUNDATION (EIN 31-6023945)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-03-15
- IRS object ID
- 201600779349100500
- Schema version
- 2015v2.1
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-03-15T00:00:00-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 141555429 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UHY ADVISORS NY INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1185 AVENUE OF THE AMERICAS 38 FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | 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 III | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2123056384 | PhoneNum |
| Signature | 2016-03-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEPHEN SLATER | PreparerPersonNm |
| PTIN | P00543338 | PTIN |
| Phone | 2123814700 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,202,604 | 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 | $58,527 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $58,527 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$25,754 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $219,805 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $32,773 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $58,527 | 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 | $5,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,600 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,600 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $3,387 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,187 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $200 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $10,023 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10,023 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $18,610 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,810 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,800 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $84,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $84,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $102,710 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,810 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $86,900 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$69,937 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $42,717 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $6,008 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $56,331 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $56,331 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,098,678 | CorporateStockBOYAmt |
| Corporate Stock EOY | $977,133 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,662,221 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $25,835 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $15,875 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $16,576 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $452,857 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $464,102 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $467,476 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,583,378 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,513,441 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,202,604 | 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 | -$233,519 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$303,456 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,583,378 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,513,441 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,583,378 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,513,441 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,583,378 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$69,937 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,513,441 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,513,441 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 600 SHS ABBVIE INC | P | 2010-11-15 | 2015-04-24 | $39,437 | $10,630 | $28,807 | $28,807 |
| 10000 SHS GENERAL ELECTRIC | P | 2010-08-19 | 2015-08-11 | $10,000 | $9,960 | $40 | $40 |
| 350 SHS DEERE & CO | P | 2011-08-10 | 2015-10-05 | $26,910 | $20,764 | $6,146 | $6,146 |
| 650 SHS APACHE CORP | P | 2013-03-20 | 2015-10-05 | $28,528 | $50,582 | -$22,054 | -$22,054 |
| 500 SHS RIO TINTO PLC | P | 2010-05-25 | 2015-10-05 | $17,629 | $13,506 | $4,123 | $4,123 |
| 1000 SHS WHITING PETROLEUM CO | P | 2012-11-20 | 2015-10-05 | $18,147 | $46,543 | -$28,396 | -$28,396 |
| 1000 SHS AVON PRODUCTS INC | P | 2006-02-22 | 2015-10-05 | $3,682 | $28,360 | -$24,678 | -$24,678 |
| 500 SHS LINCOLN NATIONAL CO | P | 2011-07-18 | 2015-10-05 | $24,251 | $12,622 | $11,629 | $11,629 |
| 800 SHS WESTERN UNION CO | P | 2003-12-11 | 2015-10-05 | $15,009 | $14,322 | $687 | $687 |
| 2000 SHS ABB LTD | P | 2012-11-20 | 2015-10-05 | $36,212 | $38,270 | -$2,058 | -$2,058 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$25,754 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $97,758 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,463,448 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.039683 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $135,006 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,240,681 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.060252 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $130,500 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,023,515 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.064492 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $120,313 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,018,251 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.059613 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $135,444 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,954,858 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.069286 | DistributionYr5Rt |
| Total Distribution | 0.293326 | TotalDistributionRt |
| Average Distribution | 0.058665 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,323,779 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $136,324 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $427 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $136,751 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $86,900 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $854 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $854 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $854 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,088 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,088 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $1,234 | OverpaymentAmt |
| Applied To ES Tax | $1,234 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 AVENUE | AddressLine1Txt |
| City | SCARSDALE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 105832032 | 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 |
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 AVE | SCARSDALE | NY | 10583 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| ANN MEYERS | ||||||||
| 626 WINDING WAY | CINCINNATI | OH | 45220 | SECRETARY | 0.00 | $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 | $2,324,555 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $34,612 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,359,167 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,359,167 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $35,388 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,323,779 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $116,189 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $116,189 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $854 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $854 | TotalTaxAmt |
| Distributable Before Adj | $115,335 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $115,335 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $115,335 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $86,900 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $86,900 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $86,900 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $115,335 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $38,665 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $21,930 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $32,677 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $24,659 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $117,931 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $86,900 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $86,900 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $28,435 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $28,435 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $89,496 | 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 | $10,230 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $79,266 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $21,930 | ExcessFromYear4Amt |
| Excess From Year3 | $32,677 | ExcessFromYear3Amt |
| Excess From Year2 | $24,659 | ExcessFromYear2Amt |
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 (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CINCINNATI ART MUSEUM | |||||||
| 953 EDEN PARK DR | CINCINNATI | OH | 45202 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $500 |
| CONTEMPORARY ARTS CENTER | |||||||
| SCARSDALE | SCARSDALE | NY | 10583 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $500 |
| DOCTORS WITHOUT BORDERS | |||||||
| PO BOX 5030 | HAGERSTOWN | MD | 21741 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $1,000 |
| FRESH AIR FUND | |||||||
| 633 3RD AVE 14T | NEW YORK | NY | 10017 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $1,000 |
| HABITAT FOR HUMANITY | |||||||
| 7 WEST 11TH STREET | NEW YORK | NY | 10011 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $1,000 |
| HARVARD UNIVERSITY | |||||||
| 124 MT AUBURN ST | CAMBRIDGE | MA | 02138 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $20,000 |
| MICRO AID | |||||||
| PO BOX 853 | VENICE | CA | 90294 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $2,000 |
| NATURE CONSERVANCY | |||||||
| 4245 NORTH FAIRFAX DRIVE | ARLINGTON | VA | 22203 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $1,000 |
| NORTHWESTERN UNIVERSITY | |||||||
| 633 CLARK STREET | EVANSTON | IL | 60208 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $5,000 |
| OMEGA INSTITUTE | |||||||
| 150 LAKE DR | RHINEBECK | NY | 12572 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $1,000 |
| OXFAM AMERICA | |||||||
| 26 WEST STREET | BOSTON | MA | 02111 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $1,000 |
| PLANNED PARENTHOOD | |||||||
| 26 BLEEKER ST | NEW YORK | NY | 10012 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $1,500 |
| RAIN FOREST ACTION FUND | |||||||
| 221 PINE STREET 5TH FL | SAN FRANCISCO | CA | 94104 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $1,000 |
| RAIN FOREST ACTION FUND | |||||||
| 221 PINE STREET 5TH FL | SAN FRANCISCO | CA | 94104 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | -$1,500 |
| RISING TIDE FOUNDATION | |||||||
| 5102 SWIFT ROAD | SARASOTA | FL | 34231 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $1,000 |
| SEVA | |||||||
| PO BOX 11277 | BERKELEY | CA | 94712 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $500 |
| SEVEN HILLS SCHOOLS | |||||||
| 5400 RED BANK ROAD | CINCINNATI | OH | 45227 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $5,000 |
| SNIS FOUNDATION | |||||||
| 3975 FARI RIDGE DRIVE STE 200 NORTH | FAIRFAX | VA | 22033 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $2,500 |
| TRINITY COLLEGE | |||||||
| 300 SUMMIT STREET | HARTFORD | CT | 06106 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $500 |
| UNIVERSITY OF CINCINNATI | |||||||
| 2600 CLIFTON AVE | 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 |
| WASHINGTON UNIVERSITY | |||||||
| 1 BROOKINGS DR | ST LOUIS | MO | 63130 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $2,000 |
| WITTENBERG FOUNDATION | |||||||
| 524 WEST PEACHTREE ST | ATLANTA | GA | 30308 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $3,000 |
| CASE WESTERN RESERVE UNIVERSITY | |||||||
| 10900 EUCLID AVENUE | CLEVELAND | OH | 44106 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $20,000 |
| CINCINNATI ZOOLOGICAL GARDENS | |||||||
| 3400 VINE STREET | CINCINNATI | OH | 45220 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $5,000 |
| RUBENFELD CENTER | |||||||
| 104 BUSH ST | ASHLAND | OR | 97520 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $2,000 |
| PENN STATE DANCE MARATHON | |||||||
| 227D HUB | UNIVERSITY PARK | PA | 16802 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $100 |
| INTERNATIONAL RESCUE COMMITTEE | |||||||
| 122 EAST 42ND STREET | NEW YORK | NY | 10168 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $500 |
| FOOD BANK FOR NYC | |||||||
| 39 BROADWAY 10TH FL | NEW YORK | NY | 10006 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $1,000 |
| AMERICAN COLLEGE OF RADIOLOGY | |||||||
| 1891 PRESTON WHITE DR | RESTON | VA | 20191 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $1,000 |
| FRACTURED ATLAS | |||||||
| 248 WEST 35TH ST 10TH FL | NEW YORK | NY | 10001 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $4,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $84,100 | 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 | $58,527 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$25,754 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $32,773 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $32,773 | 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 | $5,200 | Amt |
| Net Investment Income | $2,600 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,600 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $15,875 | EOYBookValueAmt |
| EOYFMV | $16,576 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $977,133 | EOYBookValueAmt |
| EOYFMV | $1,662,221 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $464,102 | BookValueAmt |
| EOYFMV | $467,476 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT ADVISORY FEES | Desc |
| Revenue And Expenses Per Books | $10,023 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $10,023 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE OF OHIO | $200 | $0 | $200 |
| FOREIGN TAXES PAID | $787 | $787 | $0 |
| FEDERAL EXCISE TAX | $2,400 | $2,400 | $0 |