STRATEGY STUDIO / PUBLIC DATA EXPLORER

SHANE AND ANNA MEYER FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
SHANE AND ANNA MEYER FOUNDATION (EIN 45-3934859)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-08-09
IRS object ID
201642229349100524
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 ReturnHeader

FieldValueIRS element (for citing)
Return2016-08-09T12:09:54-07:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

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 Begin2015-01-01TaxPeriodBeginDt

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
Signature2016-04-15SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTIMOTHY J SEMRO ESQPreparerPersonNm
Phone4195177377PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-12-15 16:53:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$17,171FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$12,536ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$2InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2InterestOnSavNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$12,538TotalRevAndExpnssAmt
Total Net Invst Incm$2TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,100AccountingFeesRevAndExpnssAmt
Other Expenses Rev And Expnss$0OtherExpensesRevAndExpnssAmt
Other Expenses Adj Net Incm$1,488OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$1,488OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,100TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$1,488TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,488TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$9,816ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$10,916TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$1,488TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$1,488TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,622ExcessRevenueOverExpensesAmt
Net Investment Income$2NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$17,037SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$17,171SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$17,171SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$17,037TotalAssetsBOYAmt
Total Assets EOY$17,171TotalAssetsEOYAmt
Total Assets EOYFMV$17,171TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$17,037UnrestrictedBOYAmt
Unrestricted EOY$17,171UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$17,037TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$17,171TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$17,037TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$17,171TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$17,037TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,622ExcessRevenueOverExpensesAmt
Subtotal$18,659SubtotalAmt
Other Decreases$1,488OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$17,171TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Adjusted Qlfy Distri Yr1$9,060AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$15,562NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.582187DistributionYr1Rt
Adjusted Qlfy Distri Yr2$8,925AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$12,464NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.716062DistributionYr2Rt
Total Distribution1.298249TotalDistributionRt
Average Distribution0.649125AverageDistributionRt
Net Vl Noncharitable Assets$16,847NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$10,936AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct$10,936AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$1,488QualifyingDistributionsAmt

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 seven different organizationsin order for them to conduct their exempt purpose.Description1Txt
Expenses1$9,816Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$17,104AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$17,104TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$17,104AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$257CashDeemedCharitableAmt
Net Vl Noncharitable Assets$16,847NetVlNoncharitableAssetsAmt
Minimum Investment Return$842MinimumInvestmentReturnAmt

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$1,488ExpensesAndContributionsAmt
Qualifying Distributions$1,488QualifyingDistributionsAmt
Adjusted Qualifying Distri$1,488AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Excess Distribution Cyov Yr3$1,750ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$8,925ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$9,060ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$19,735TotalExcessDistributionCyovAmt
Qualifying Distributions$1,488QualifyingDistributionsAmt
Remaining Distri From Corpus$1,488RemainingDistriFromCorpusAmt
Total Corpus$21,223TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$21,223ExcessDistriCyovToNextYrAmt
Excess From Year3$1,750ExcessFromYear3Amt
Excess From Year2$8,925ExcessFromYear2Amt
Excess From Year1$9,060ExcessFromYear1Amt
Excess From Current Year$1,488ExcessFromCurrentYearAmt

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$1,488CurrentYearAmt
Year1$9,060Year1Amt
Year2$8,925Year2Amt
Year3$1,750Year3Amt
Total$21,223TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$1,488CurrentYearAmt
Year1$9,060Year1Amt
Year2$8,925Year2Amt
Year3$1,750Year3Amt
Total$21,223TotalAmt

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
Total$561TotalAmt

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 (7 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$1,090
St Joseph School
5411 Main StreetSylvaniaOH43560PC501(c)(3)out the mission ofAssisting in carryingSt. Joseph School$201
Cardinal Stritch CHS
3225 Pickle RoadOregonOH43616PC501(c)(3)out the mission ofAssisting in carryingCardinal Stritch CHS$8,000
Grahams Foundation
103 N River RoadWatervilleOH43566PC501(c)(3)out the mission ofAssisting in carryingJDRF$170
Sylvania Area Family Services
5440 Marshall RdSylvaniaOH43560PC501(c)(3)out the mission ofAssisting in carryingSylvania Area Family Svc$100
Planned Pethood
PO Box 35098ToledoOH43635PC501(c)(3)out the mission ofAssisting in carryingPlanned Pethood$150
Family House
669 Indiana AveToledoOH43604PC501(c)(3)out the mission ofAssisting in carryingFamily House$105
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$9,816TotalGrantOrContriPdDurYrAmt

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$1,488Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescSylvania Sharks expenseDesc
Adjusted Net Income$1,488AdjustedNetIncomeAmt
Disbursements Charitable Prps$1,488DisbursementsCharitablePrpsAmt