MEACHAM FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
MEACHAM FOUNDATION (EIN 05-0590644)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-05-15
IRS object ID
202331359349105823
Schema version
2022v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-05-15T17:45:52-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN871353108PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1EISNER ADVISORY GROUP LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14225 EXECUTIVE SQUARE SUITE 1150AddressLine1Txt
CityLA JOLLACityNm
State AbbreviationCAStateAbbreviationCd
ZIP92037ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN050590644EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE MEACHAM FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMEACBusinessNameControlTxt
Phone8585589200PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12131 DAVID WAYAddressLine1Txt
CityDEL MARCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92014ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDANIEL R MEACHAMPersonNm
Person TitleVICE PRESIDENTPersonTitleTxt
Phone8585589200PhoneNum
Signature2023-05-08SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDANIELPersonFirstNm
Person LastMEACHAMPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARY MCGROARTYPreparerPersonNm
PTINP00735101PTIN
Phone8585589200PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$858,936FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$105,273ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$13,758DividendsRevAndExpnssAmt
Dividends Net Invst Incm$13,758DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$2,553NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$306,474GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$116,478TotalRevAndExpnssAmt
Total Net Invst Incm$13,758TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$4,198AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$4,198AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$1,651TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$8,398OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$8,255OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$143OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$14,247TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$8,255TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$4,341TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$42,350ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$42,350ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$56,597TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$8,255TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$46,691TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$59,881ExcessRevenueOverExpensesAmt
Net Investment Income$5,503NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$39,908CashBOYAmt
Cash EOY$115,632CashEOYAmt
Cash EOYFMV$115,632CashEOYFMVAmt
US Government Obligations BOY$24,986USGovernmentObligationsBOYAmt
US Government Obligations EOY$0USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$0USGovtObligationsEOYFMVAmt
Corporate Bonds BOY$25,670CorporateBondsBOYAmt
Corporate Bonds EOY$0CorporateBondsEOYAmt
Corporate Bonds EOYFMV$0CorporateBondsEOYFMVAmt
Other Investments BOY$581,668OtherInvestmentsBOYAmt
Other Investments EOY$616,349OtherInvestmentsEOYAmt
Other Investments EOYFMV$743,304OtherInvestmentsEOYFMVAmt
Total Assets BOY$672,232TotalAssetsBOYAmt
Total Assets EOY$731,981TotalAssetsEOYAmt
Total Assets EOYFMV$858,936TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$672,232RetainedEarningBOYAmt
Retained Earning EOY$731,981RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$672,232TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$731,981TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$672,232TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$731,981TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$672,232TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$59,881ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$732,113SubtotalAmt
Other Decreases$132OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$731,981TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP2021-12-312022-12-31$300,642$309,027-$8,385-$8,385
CAPITAL GAINS DIVIDENDSP2021-12-312022-12-31$5,832$5,832$5,832
FieldValueIRS element (for citing)
Capital Gain Net Income-$2,553CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$76InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$76SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$76TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$960EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$960TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$884OverpaymentAmt
Applied To ES Tax$884AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksEISNER ADVISORY GROUP LLCIndividualWithBooksNm
Phone8585589200PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line14225 EXECUTIVE SQUARE SUITE 1150AddressLine1Txt
CityLA JOLLACityNm
State AbbreviationCAStateAbbreviationCd
ZIP92037ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DANIEL R MEACHAM
2131 DAVID WAYDEL MARCA92014VICE PRESIDENT0.25$0$0$0
CHARLENE D MEACHAM
2131 DAVID WAYDEL MARCA92014SECRETARY/TREASURER0.25$0$0$0
CHARLES P MEACHAM
2131 DAVID WAYDEL MARCA92014PRESIDENT0.25$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$805,397AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$89,493AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$894,890TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$894,890AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$13,423CashDeemedCharitableAmt
Net Vl Noncharitable Assets$881,467NetVlNoncharitableAssetsAmt
Minimum Investment Return$44,073MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$44,073MinimumInvestmentReturnAmt
Tax Based On Investment Income$76TaxBasedOnInvestmentIncomeAmt
Total Tax$76TotalTaxAmt
Distributable Before Adj$43,997DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$43,997DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$43,997DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$46,691ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$46,691QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$43,997DistributableAsAdjustedAmt
Undistributed Income PY$40,060UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$46,691QualifyingDistributionsAmt
Applied To Year1$40,060AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$6,631AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$37,366UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerDANIEL R MEACHAMContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALZHEIMER'S ASSOCIATION
225 N MICHIGAN AVE 1700CHICAGOIL60601N/APCGENERAL$1,000
AMERICAN FISHERIES SOCIETY
1614 TANAGA AVEKENAIAK99611N/APCGENERAL$5,000
CHAPEL HILL CHURCH
PO BOX 829GIG HARBORWA98335N/APCGENERAL$300
COLORECTAL CANCER ALLIANCE
1025 VERMONT AVENUE NW SUITE 1066WASHINGTONDC20005N/APCGENERAL$1,000
COVENANT HOUSE
461 EIGHTH AVENEW YORKNY10001N/APCGENERAL$1,000
DOCTORS WITHOUT BORDERS
40 RECTOR ST 16TH FLOORNEW YORKNY10006N/APCGENERAL$1,000
ECOLOGISTS WITHOUT BORDERS
PO BOX 51094SEATTLEWA98115N/APCGENERAL$500
FALCONS FULL COURT CLUB
3184 PIONEER AVEJUNEAUAK99801N/APCGENERAL$2,500
FEEDING AMERICA
161 NORTH CLARK STREET SUITE 700CHIACGOIL60601N/APCGENERAL$1,000
FRATERNAL ORDER OF EAGLES
4425 BURNHAM DRIVEGIG HARBORWA98332N/APCGENERAL$100
FULFILLED LIFE INC
PO BOX 4621CARLSBADCA92018N/APCGENERAL$1,000
GIG HARBOR CANOE AND KAYAK RACING TEAM
PO BOX 1097GIG HARBORWA98335N/APCGENERAL$500
GIG HARBOR DOWNTOWN WATERFRONT ALLIANCE
3311 HARBORVIEW DRIVE STE 101GIG HARBORWA98335N/APCGENERAL$100
GIG HARBOR FILM FEST
PO BOX 127GIG HARBORWA98335N/APCGENERAL$1,000
GIG HARBOR ROTARY
5727 BAKER WAY NW STE 200GIG HARBORWA98335N/APCGENERAL$500
GREATER TACOMA COMMUNITY FOUNDATION
950 PACIFIC AVENUE SUITE 1100TACOMAWA98402N/APCGENERAL$500
HARBOR HISTORY MUSEUM
4121 HARBORVIEW DRGIG HARBORWA98335N/APCGENERAL$1,000
HARBOR WILDWATCH
3207 HARBORVIEW DRGIG HARBORWA98335N/APCGENERAL$1,000
HUMANE SOCIETY FOR TACOMA AND PIERCE COUNTY
2608 CENTER STTACOMAWA98409N/APCGENERAL$1,000
JACOBS & CUSHMAN SAN DIEGO FOOD BANK
9850 DISTRIBUTION AVESAN DIEGOCA92121N/APCGENERAL$1,000
KIWANIS FOUNDATION OF GIG HARBOR
31620 23RD AVE SFEDERAL WAYWA98003N/APCGENERAL$1,100
NICOLAS FUND FOR EDUCATION
9311 SE 36TH ST STE 202MERCER ISLANDWA98040N/APCGENERAL$1,000
OUTDOOR OUTREACH
5275 MARKET STREET SUITE 21SAN DIEGOCA92114N/APCGENERAL$500
PRINCE WILLIAM SOUND SCIENCE & TECHNOLOGY INSTITUTE
PO BOX 705CORDOVAAK99574N/APCGENERAL$7,000
SOLUTIONS FOR CHANGE
722 WEST CALIFORNIA AVEVISTACA92083N/APCGENERAL$3,000
STADIUM HIGH SCHOOL BOOSTERS
111 N E STTACOMAWA98403N/APCGENERAL$500
TACOMA ELKS LODGE 174 CHARITIES
PO BOX 11008TACOMAWA98411N/APCGENERAL$250
THE ZOO SOCIETY
5400 NORTH PEARLTACOMAWA94807N/APCGENERAL$2,000
TPHS FOUNDATION
3710 DEL MAR HEIGHTS RDSAN DIEGOCA92130N/APCGENERAL$2,500
WE SEE YOU SAN DIEGO
2878 AVELLA CIRSAN DIEGOCA92108N/APCGENERAL$1,000
YMCA OF PIERCE AND KITSAP COUNTIES
4717 S 19TH ST 201TACOMAWA98405N/APCGENERAL$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$42,350TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$13,758ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$2,553ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$11,205ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$11,205TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (3 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
CHARLES H MEACHAM
13445 50TH ST CT NW APT 229GIG HARBORWA98335$10,000Yes (X)
JEROD P MEACHAM
22610 NARROWS PLACETACOMAWA98407$91,000Yes (X)
DANIEL R MEACHAM
32131 DAVID WAYDEL MARCA92014$4,273Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$4,198Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$4,198DisbursementsCharitablePrpsAmt

Applied To Prior Year Election AppliedToPriorYearElection

FieldValueIRS element (for citing)
ElectionIN ACCORDANCE WITH REGULATIONS SECTION 53.4942(A)-3(D)(2) THE FOUNDATION IS MAKING AN ELECTION TO APPLY CURRENT YEAR EXCESS QUALIFYING DISTRIBUTIONS TO THE UNDISTRIBUTED INCOME OF TAXABLE YEAR 2019.ElectionDesc

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
MUTUAL FUNDSAT COST$520,227$657,159
FIXED INCOMEAT COST$96,122$86,145

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescBASIS ADJUSTMENTDesc
Amt$132Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT EXPENSE$8,255$8,255$0
FRANCHISE TAX BOARD FEE$50$0$50
RRF-1 REGISTRATION OF CHARITABLE TRUST$75$0$75
OFFICE EXPENSE$18$0$18

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAXCategoryTxt
Amt$1,651Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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