FREEMAN E FAIRCHILD MEEKER CHARITABLE TRUST: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- FREEMAN E FAIRCHILD MEEKER CHARITABLE TRUST (EIN 84-6068906)
- Tax period
- 2023-12-01 to 2024-11-30
- Filed
- 2025-10-02
- IRS object ID
- 202502759349100830
- Schema version
- 2023v6.0
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-02T14:01:31-04:00 | ReturnTs |
| Tax Period End | 2024-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135565207 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 E RIO SALADO PKWY SUITE 800 | AddressLine1Txt |
| City | TEMPE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85281 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 846068906 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FREEMAN E FAIRFIELD MEEKER CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MEEK | BusinessNameControlTxt |
| Phone | 3032943349 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 75000 | AddressLine1Txt |
| City | DETROIT | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 482757874 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MATTHEW GRABOWSKI | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 3032943349 | PhoneNum |
| Signature | 2025-10-01 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LYLE J MOHLER | PreparerPersonNm |
| PTIN | P01340349 | PTIN |
| Phone | 8558073423 | PhoneNum |
| Preparation | 2025-10-01 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,903,185 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | $78,660 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $78,536 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $36,614 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $312,363 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $36,614 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $49 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $49 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $115,323 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $115,199 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $11,025 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $9,922 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,102 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $33,809 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $33,809 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,360 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $514 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $46,194 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $44,245 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,102 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $247,331 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $247,331 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $293,525 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $44,245 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $248,433 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$178,202 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $70,954 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $347,279 | CashBOYAmt |
| Cash EOY | $52,614 | CashEOYAmt |
| Cash EOYFMV | $52,614 | CashEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $2,256,510 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,295,452 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,006,207 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $880,772 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $808,494 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $766,687 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $14,347 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $76,949 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $77,677 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,498,908 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,233,509 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,903,185 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,498,908 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,233,509 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,498,908 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,233,509 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,498,908 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,233,509 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,498,908 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$178,202 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,320,706 | SubtotalAmt |
| Other Decreases | $87,197 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,233,509 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (90 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 75. APOLLO GLOBAL MANAGEMENT INC COM | 2020-07-06 | 2024-04-23 | $8,474 | $3,842 | $4,632 | $4,632 | |
| 7. ATKORE INTL GROUP INC | 2024-04-24 | 2024-05-10 | $1,105 | $1,244 | -$139 | -$139 | |
| 16. CATERPILLAR INC | 2020-07-06 | 2024-05-29 | $5,422 | $2,064 | $3,358 | $3,358 | |
| 3. CHIPOTLE MEXICAN GRILL INC CL A | 2023-02-08 | 2024-03-12 | $8,143 | $4,898 | $3,245 | $3,245 | |
| 39. CONSENSUS CLOUD SOLUTIONS INC COM | 2022-09-15 | 2024-03-08 | $576 | $1,968 | -$1,392 | -$1,392 | |
| 5. QUIDELORTHO CORP COM | 2023-02-23 | 2024-04-04 | $220 | $445 | -$225 | -$225 | |
| 6. COSTCO WHOLESALE CORP | 2020-07-06 | 2023-12-15 | $3,951 | $1,858 | $2,093 | $2,093 | |
| 6. COSTCO WHOLESALE CORP | 2020-07-06 | 2024-01-29 | $4,145 | $1,858 | $2,287 | $2,287 | |
| 63. COSTAR GROUP INC | 2022-08-24 | 2024-04-23 | $5,391 | $4,229 | $1,162 | $1,162 | |
| 82. EVERGY INC | 2021-11-22 | 2024-03-22 | $4,221 | $5,419 | -$1,198 | -$1,198 | |
| 37. FMC CORP - NEW | 2020-07-06 | 2024-05-16 | $2,375 | $3,788 | -$1,413 | -$1,413 | |
| 15. INTUIT INC | 2020-07-06 | 2024-01-24 | $9,557 | $4,693 | $4,864 | $4,864 | |
| 12. INTUITIVE SURGICAL INC | 2023-01-26 | 2024-03-12 | $4,668 | $2,970 | $1,698 | $1,698 | |
| 14. INTUITIVE SURGICAL INC | 2023-01-26 | 2024-04-03 | $5,385 | $3,421 | $1,964 | $1,964 | |
| 228. ISHARES LEHMAN 20+ YR TREAS | 2023-08-09 | 2024-01-25 | $21,400 | $22,569 | -$1,169 | -$1,169 | |
| 204. ISHARES TR 7-10 YR TREAS INDEX FD | 2022-06-22 | 2024-06-06 | $19,174 | $20,580 | -$1,406 | -$1,406 | |
| 49. ISHARES TR BARCLAYS MBS BD FD | 2022-08-31 | 2024-06-06 | $4,506 | $5,000 | -$494 | -$494 | |
| 126. ISHARES TR 0-5 YEAR HIGH YIELD | 2024-01-22 | 2024-06-06 | $5,306 | $5,327 | -$21 | -$21 | |
| 869. ISHARES TR 0-5 YEAR HIGH YIELD | 2021-11-17 | 2024-06-06 | $36,593 | $39,183 | -$2,590 | -$2,590 | |
| 1243. ISHARES TR TREASURY FLOATING | 2024-01-22 | 2024-01-25 | $62,957 | $62,875 | $82 | $82 | |
| 63. KAMAN CORP | 2020-07-06 | 2024-04-19 | $2,898 | $2,556 | $342 | $342 | |
| 5. LAM RESH CORP | 2018-11-15 | 2024-03-13 | $4,638 | $712 | $3,926 | $3,926 | |
| 146. MAGNOLIA OIL GAS CORP | 2021-10-06 | 2024-02-21 | $3,222 | $2,740 | $482 | $482 | |
| 49. MERCK & CO INC | 2020-04-03 | 2024-01-22 | $5,858 | $3,001 | $2,857 | $2,857 | |
| 10. MICROSOFT CORP | 2022-05-20 | 2024-01-30 | $4,083 | $2,498 | $1,585 | $1,585 | |
| 61. MONDELEZ INTL INC | 2018-10-01 | 2024-02-27 | $4,461 | $2,616 | $1,845 | $1,845 | |
| 63. NIKE INC CL B | 2024-03-22 | 2024-05-14 | $5,848 | $7,117 | -$1,269 | -$1,269 | |
| 38. NIKE INC CL B | 2024-03-22 | 2024-05-29 | $3,487 | $3,597 | -$110 | -$110 | |
| 59. NIKE INC CL B | 2017-10-23 | 2024-05-29 | $5,414 | $3,170 | $2,244 | $2,244 | |
| 5. O REILLY AUTOMOTIVE INC NEW | 2022-12-07 | 2023-12-18 | $4,796 | $4,153 | $643 | $643 | |
| 22. PALO ALTO NETWORKS INC | 2022-10-27 | 2023-12-18 | $6,785 | $3,708 | $3,077 | $3,077 | |
| 11. PALO ALTO NETWORKS INC | 2022-10-27 | 2024-02-12 | $4,082 | $1,854 | $2,228 | $2,228 | |
| 9. SERVICENOW INC | 2023-05-18 | 2024-02-13 | $6,966 | $4,592 | $2,374 | $2,374 | |
| .5 SOLVENTUM CORP COM | 2023-12-28 | 2024-04-03 | $33 | $35 | -$2 | -$2 | |
| 13. SOLVENTUM CORP COM | 2023-12-28 | 2024-04-29 | $838 | $904 | -$66 | -$66 | |
| 41. STARBUCKS CORP | 2023-02-08 | 2024-01-24 | $3,786 | $4,352 | -$566 | -$566 | |
| 44. STARBUCKS CORP | 2020-07-06 | 2024-01-24 | $4,063 | $3,283 | $780 | $780 | |
| 88. STARBUCKS CORP | 2020-07-06 | 2024-05-01 | $6,472 | $6,566 | -$94 | -$94 | |
| 9. TERADATA CORP DEL | 2023-06-28 | 2024-04-15 | $325 | $471 | -$146 | -$146 | |
| 12. UNITEDHEALTH GROUP INC | 2022-06-14 | 2023-12-18 | $6,320 | $750 | $5,570 | $5,570 | |
| 100. VANGUARD EMERG MKTS STOCK ETF | 2020-07-06 | 2024-04-11 | $4,231 | $4,273 | -$42 | -$42 | |
| 25. VANGUARD INDEX FDS EXTD MARKET | 2022-10-14 | 2024-02-13 | $4,099 | $3,199 | $900 | $900 | |
| 112. VICTORIA'S SECRET CO COMMON STOCK | 2022-03-22 | 2024-03-11 | $2,098 | $6,072 | -$3,974 | -$3,974 | |
| 29. WAL-MART STORES INC | 2020-07-06 | 2023-12-28 | $4,571 | $3,444 | $1,127 | $1,127 | |
| 116. WILEY JOHN & SONS INC CL A | 2022-04-13 | 2024-01-05 | $3,595 | $6,128 | -$2,533 | -$2,533 | |
| CAPITAL GAIN DIVIDENDS | $56 | P | |||||
| CAPITAL GAIN DIVIDENDS | $56 | P | |||||
| CAPITAL GAIN DIVIDENDS | $56 | P | |||||
| CAPITAL GAIN DIVIDENDS | $56 | P | |||||
| CAPITAL GAIN DIVIDENDS | $56 | P | |||||
| CAPITAL GAIN DIVIDENDS | $56 | P | |||||
| CAPITAL GAIN DIVIDENDS | $56 | P | |||||
| CAPITAL GAIN DIVIDENDS | $56 | P | |||||
| CAPITAL GAIN DIVIDENDS | $56 | P | |||||
| CAPITAL GAIN DIVIDENDS | $56 | P | |||||
| CAPITAL GAIN DIVIDENDS | $56 | P | |||||
| CAPITAL GAIN DIVIDENDS | $56 | P | |||||
| CAPITAL GAIN DIVIDENDS | $56 | P | |||||
| CAPITAL GAIN DIVIDENDS | $56 | P | |||||
| CAPITAL GAIN DIVIDENDS | $56 | P | |||||
| CAPITAL GAIN DIVIDENDS | $56 | P | |||||
| CAPITAL GAIN DIVIDENDS | $56 | P | |||||
| CAPITAL GAIN DIVIDENDS | $56 | P | |||||
| CAPITAL GAIN DIVIDENDS | $56 | P | |||||
| CAPITAL GAIN DIVIDENDS | $56 | P | |||||
| CAPITAL GAIN DIVIDENDS | $56 | P | |||||
| CAPITAL GAIN DIVIDENDS | $56 | P | |||||
| CAPITAL GAIN DIVIDENDS | $56 | P | |||||
| CAPITAL GAIN DIVIDENDS | $56 | P | |||||
| CAPITAL GAIN DIVIDENDS | $56 | P | |||||
| CAPITAL GAIN DIVIDENDS | $56 | P | |||||
| CAPITAL GAIN DIVIDENDS | $56 | P | |||||
| CAPITAL GAIN DIVIDENDS | $56 | P | |||||
| CAPITAL GAIN DIVIDENDS | $56 | P | |||||
| CAPITAL GAIN DIVIDENDS | $56 | P | |||||
| CAPITAL GAIN DIVIDENDS | $56 | P | |||||
| CAPITAL GAIN DIVIDENDS | $56 | P | |||||
| CAPITAL GAIN DIVIDENDS | $56 | P | |||||
| CAPITAL GAIN DIVIDENDS | $56 | P | |||||
| CAPITAL GAIN DIVIDENDS | $56 | P | |||||
| CAPITAL GAIN DIVIDENDS | $56 | P | |||||
| CAPITAL GAIN DIVIDENDS | $56 | P | |||||
| CAPITAL GAIN DIVIDENDS | $56 | P | |||||
| CAPITAL GAIN DIVIDENDS | $56 | P | |||||
| CAPITAL GAIN DIVIDENDS | $56 | P | |||||
| CAPITAL GAIN DIVIDENDS | $56 | P | |||||
| CAPITAL GAIN DIVIDENDS | $56 | P | |||||
| CAPITAL GAIN DIVIDENDS | $56 | P | |||||
| CAPITAL GAIN DIVIDENDS | $56 | P | |||||
| CAPITAL GAIN DIVIDENDS | $56 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $36,614 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $986 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $986 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $986 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $844 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $553 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,397 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $5 | EsPenaltyAmt |
| Overpayment | $406 | OverpaymentAmt |
| Applied To ES Tax | $406 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CO | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMERICA BANK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8774051091 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 36455 CORPORATE DRIVE M/C 3420 | AddressLine1Txt |
| City | FARMINGTON HILLS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48331 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMERICA BANK | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 75000 | AddressLine1Txt |
| City | DETROIT | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48275 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $11,025 | CompensationAmt |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,465,348 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $165,166 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,630,514 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,630,514 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $69,458 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,561,056 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $228,053 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $228,053 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $986 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $986 | TotalTaxAmt |
| Distributable Before Adj | $227,067 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $227,067 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $227,067 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $248,433 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $248,433 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $227,067 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $32,374 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $585 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $32,959 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $248,433 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $227,067 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $21,366 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $54,325 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $54,325 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $32,374 | ExcessFromYear2Amt |
| Excess From Year1 | $585 | ExcessFromYear1Amt |
| Excess From Current Year | $21,366 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| MEEKER CAT COALITION | |||||||
| 64764 HWY 64 | MEEKER | CO | 81641 | NONE | PC | DAILY OPERATION SUPPORT | $1,500 |
| THE CHURCH AT MEEKER | |||||||
| PO BOX | MEEKER | CO | 81641 | NONE | PC | DAILY OPERATING SUPPORT | $21,000 |
| PIONEERS HEALTHCARE FOUNDATION | |||||||
| 345 CLEVELAND ST | MEEKER | CO | 81641 | NONE | PC | DAILY OPERATING SUPPORT | $20,000 |
| MEEKER EDUCATION FOUNDATION | |||||||
| P O BOX 255 | MEEKER | CO | 81641 | NONE | PC | DAILY OPERATING SUPPORT | $91,250 |
| ST JAMES EPISCOPAL CHURCH | |||||||
| 368 4TH ST | MEEKER | CA | 81641 | NONE | PC | DAILY OPERATING SUPPORT | $31,330 |
| SAFEHOUSE INC | |||||||
| PO BOX 221 | MEEKER | CO | 81641 | NONE | PC | DAILY OPERATING SUPPORT | $1,251 |
| MEEKER COLORADO CIVIC IMPROVEMENT | |||||||
| P O BOX 185 | MEEKER | CO | 81641 | NONE | PC | GRANT TO INSTALL LIGHTS | $9,000 |
| HOPEWEST | |||||||
| 3090 NORTH 12TH STREET | GRAND JUNCTION | CO | 81506 | NONE | PC | DAILY OPERATING SUPPORT | $50,000 |
| ECOLOGY PROJECT INTERNATIONAL | |||||||
| 315 SOUTH 4TH STREET EAST | MISSOULA | MT | 59801 | NONE | PC | DAILY OPERATING SUPPORT | $22,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $247,331 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $78,660 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $49 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $36,614 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $115,323 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $115,323 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $808,494 | EOYBookValueAmt |
| EOYFMV | $766,687 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $2,295,452 | EOYBookValueAmt |
| EOYFMV | $4,006,207 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ALTERNATIVE INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $76,949 | BookValueAmt |
| EOYFMV | $77,677 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TIMING DIFFERENCE | Desc |
| Amt | $87,197 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECTION 897 CAPITAL GAIN | Desc |
| Revenue And Expenses Per Books | $49 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $49 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMNT MNGMNT FEES (NON-DED | CategoryTxt |
| Amt | $33,809 | Amt |
| Net Investment Income | $33,809 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $2 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $844 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $378 | $378 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $136 | $136 | $0 |
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