MEYERS FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- MEYERS FOUNDATION (EIN 31-6023945)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-03-30
- IRS object ID
- 201500899349100105
- Schema version
- 2014v5.0
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-03-30T14:54:40-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 19 WEST 44TH STREET | 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 | 2014-01-01 | 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 CO PHILIP MEYERS III | BusinessNameLine1Txt |
| 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 | 2015-03-21 | 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 | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,432,430 | 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 | $59,256 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $59,256 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $68,934 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $268,024 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $68,934 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,043 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3,043 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $131,233 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $131,233 | 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 | $6,353 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,177 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,176 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,080 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $880 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $200 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $12,855 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $11,573 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,282 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $20,288 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,630 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,658 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $93,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $93,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $113,388 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,630 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $97,758 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $17,845 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $115,603 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $14,209 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,008 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,008 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $35,253 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,186,064 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,098,678 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,923,824 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $25,835 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $25,835 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $27,107 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $304,172 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $452,857 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $475,491 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,565,533 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,583,378 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,432,430 | 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 | -$251,364 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$233,519 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,565,533 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,583,378 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,565,533 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,583,378 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,565,533 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $17,845 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,583,378 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,583,378 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 20,000 SHS FHLMC | P | 2006-12-28 | 2014-01-15 | $20,000 | $19,452 | $548 | $548 |
| 15,000 SHS UST INFL IDX | P | 2007-09-25 | 2014-01-15 | $18,942 | $13,350 | $5,592 | $5,592 |
| 100 SHS AMGEN INC | P | 2007-01-26 | 2014-11-20 | $16,312 | $7,121 | $9,191 | $9,191 |
| 1,400 SHS MACK CALI REALTY CORP REIT | P | 2014-02-19 | $30,010 | $36,836 | -$6,826 | -$6,826 | |
| 75 SHS FEDEX CORP | P | 2007-04-26 | 2014-09-29 | $12,149 | $8,129 | $4,020 | $4,020 |
| 200 SHS INTEL CORP | P | 2002-06-28 | 2014-11-25 | $7,281 | $3,860 | $3,421 | $3,421 |
| 400 SHS LOWES COMPANIES INC | P | 2007-05-04 | 2014-04-07 | $18,804 | $12,196 | $6,608 | $6,608 |
| 100 SHS MCDONALDS CORP | P | 1997-06-04 | 2014-11-25 | $9,692 | $2,349 | $7,343 | $7,343 |
| 500 SHS POTASH CORP SASK INC | P | 2013-08-06 | 2014-05-02 | $18,237 | $14,442 | $3,795 | $3,795 |
| 750 SHS POTASH CORP SASK INC | P | 2014-05-02 | $27,357 | $21,750 | $5,607 | $5,607 | |
| 300 SHS VORNADO REALTY | P | 2012-11-13 | 2014-11-20 | $7,366 | $7,640 | -$274 | -$274 |
| 500 SHS VERIZON COMMUNICATIONS | P | 2014-04-07 | $23,943 | $13,841 | $10,102 | $10,102 | |
| 1,200 SHS WISCONSIN EGY CP HLDG CO | P | 2014-05-02 | $57,931 | $38,124 | $19,807 | $19,807 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $68,934 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $135,006 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,240,681 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.060252 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $130,500 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,023,515 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.064492 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $120,313 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,018,251 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.059613 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $135,444 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,954,858 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.069286 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $117,394 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,782,856 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.065846 | DistributionYr5Rt |
| Total Distribution | 0.319489 | TotalDistributionRt |
| Average Distribution | 0.063898 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,463,448 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $157,409 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,156 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $158,565 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $97,758 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,312 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,312 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,312 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,400 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,400 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $2,088 | OverpaymentAmt |
| Applied To ES Tax | $2,088 | 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 | $2,427,435 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $73,527 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,500,962 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,500,962 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $37,514 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,463,448 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $123,172 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $123,172 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,312 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,312 | TotalTaxAmt |
| Distributable Before Adj | $120,860 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $120,860 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $120,860 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $97,758 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $97,758 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $97,758 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $120,860 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $28,993 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $38,665 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $21,930 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $32,677 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $24,659 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $146,924 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $97,758 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $97,758 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $23,102 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $23,102 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $123,822 | 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 | $5,891 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $117,931 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $38,665 | ExcessFromYear4Amt |
| Excess From Year3 | $21,930 | ExcessFromYear3Amt |
| Excess From Year2 | $32,677 | ExcessFromYear2Amt |
| Excess From Year1 | $24,659 | ExcessFromYear1Amt |
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 (32 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ZETA BETA TAU | |||||||
| 3905 VINCENNES ROAD SUITE 100 | INDIANAPOLIS | IN | 46268 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $500 |
| PEDIATRIC CANCER RESEARCH AT NYU | |||||||
| 160 EAST 34TH STREET | NEW YORK | NY | 10016 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $100 |
| CINCINNATI ART MUSEUM | |||||||
| 953 EDEN PARK DR | CINCINNATI | OH | 45202 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $500 |
| CITY HARVEST | |||||||
| 575 8TH AVE 4 | NEW YORK | NY | 10018 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $1,000 |
| 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 | $1,500 |
| FRACTURE ATLAS INDEPENDENT FILM FUND | |||||||
| 248 W 35TH STREET | NEW YORK | NY | 10001 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $4,000 |
| 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 | $50,000 |
| LINTON SERIES | |||||||
| 315 WEST COURT ST | CINCINNATI | OH | 45202 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $1,000 |
| MICRO AID | |||||||
| PO BOX 853 | VENICE | CA | 90294 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $1,500 |
| 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 | $1,000 |
| OMEGA INSTITUTE | |||||||
| 150 LAKE DR | RHINEBECK | NY | 12572 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $2,000 |
| 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 | $1,000 |
| 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 | $2,000 |
| SEVA | |||||||
| PO BOX 11277 | BERKELEY | CA | 94712 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $1,500 |
| SEVEN HILLS SCHOOLS | |||||||
| 5400 RED BANK ROAD | CINCINNATI | OH | 45227 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $5,000 |
| 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 |
| WNYC | |||||||
| PO BOX 1550 | NEW YORK | NY | 10116 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $1,000 |
| SNIS FOUNDATION | |||||||
| 3975 FARI RIDGE DRIVE STE 200 NORTH | FAIRFAX | VA | 22033 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $5,000 |
| ASNR FOUNDATION | |||||||
| 800 ENTERPRISE DRIVE STE 205 | OAK BROOK | IL | 60523 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $500 |
| AMERICAN HEART ASSOICATION | |||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $500 |
| COS COB YOUTH SPORTS | |||||||
| 101 FIELD POINT ROAD | GREENWICH | CT | 06830 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $500 |
| WITTENBERG FOUNDATION | |||||||
| 524 WEST PEACHTREE ST | ATLANTA | GA | 30308 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $3,000 |
| SAFE HAVENS FARMS FOR CARE OF STRAY ANIMALS | |||||||
| PO BOX 9005 | SAN JOSE | CA | 95157 | N/A | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $93,100 | 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 | $59,256 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $3,043 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $68,934 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $128,190 | ExclusionAmt |
| Related Or Exempt Function Incm | $3,043 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $131,233 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 7 | PRIOR YEARS FEDERAL EXCISE TAX OVERPAYMENT REFUNDED IN 2014, $3,032 |
| 7 | INTEREST INCOME ON FEDERAL EXCISE TAX OVERPAYMENT, $11 |
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 | $6,353 | Amt |
| Net Investment Income | $3,177 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,176 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $25,835 | EOYBookValueAmt |
| EOYFMV | $27,107 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $1,098,678 | EOYBookValueAmt |
| EOYFMV | $1,923,824 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
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 | $452,857 | BookValueAmt |
| EOYFMV | $475,491 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | $10,291 | $10,291 | $0 |
| STORAGE | $2,564 | $1,282 | $1,282 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| FEDERAL TAX REFUND | $3,032 | $3,032 | $3,032 |
| INTEREST ON TAX REFUND | $11 | $11 | $11 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE OF OHIO | $200 | $0 | $200 |
| FOREIGN TAXES PAID | $880 | $880 | $0 |