THE@LISA AND BRIAN MEER FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization: THE@LISA AND BRIAN MEER FOUNDATION (EIN 38-3605133)
Tax period: 2022-01-01 to 2022-12-31
Filed: 2023-10-27
IRS object ID: 202333009349100603
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
Form 990-PF
Accounting Fees Schedule
Investments Corp Stock Schedule
Investments Other Schedule2
Other Expenses Schedule
Other Income Schedule2
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2023-10-27T07:55:28-05:00	ReturnTs
Tax Period End	2022-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	043191789	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	MP PC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	ONE MONARCH PLACE	AddressLine1Txt
City	SPRINGFIELD	CityNm
State Abbreviation	MA	StateAbbreviationCd
ZIP	01144	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2022-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	383605133	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE LISA AND BRIAN MEER FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	LISA	BusinessNameControlTxt
Phone	2486830001	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	CO BRIAN MEER 3020 MIDDLEBELT ROA	AddressLine1Txt
City	WEST BLOOMFIELD	CityNm
State Abbreviation	MI	StateAbbreviationCd
ZIP	483231932	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	BRIAN MEER	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	2486830001	PhoneNum
Signature	2023-10-26	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	BRIAN	PersonFirstNm
Person Last	MEER	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	0	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	DOUGLAS THEOBALD	PreparerPersonNm
PTIN	P00368792	PTIN
Phone	4137391800	PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	2	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2022	TaxYr
Build TS	2023-04-26 12:10:37Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$6,983,259	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
Interest On Sav Rev And Expnss	$1,149	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$1,149	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$128,480	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$128,480	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$36,630	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$932,293	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$36,630	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$15,252	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$9,167	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$181,511	TotalRevAndExpnssAmt
Total Net Invst Incm	$175,426	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	$3,275	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$1,638	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$0	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$20,984	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$10,492	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$0	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$5,593	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$0	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$16,096	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$8,039	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$0	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$45,948	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$20,169	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$450,553	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$450,553	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$496,501	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$20,169	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$450,553	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$314,990	ExcessRevenueOverExpensesAmt
Net Investment Income	$155,257	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$176,378	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$82,968	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$82,968	SavAndTempCashInvstEOYFMVAmt
Other Nts And Loans Rcvbl	$6,635	OtherNtsAndLoansRcvblAmt
Other Rcvbl Allwnc Dbtfl Acct	$0	OtherRcvblAllwncDbtflAcctAmt
Other Nts And Loans Rcvbl BOY	$0	OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY	$6,635	OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV	$6,635	OtherNtsAndLoansRcvblEOYFMVAmt
Corporate Stock BOY	$7,676,281	CorporateStockBOYAmt
Corporate Stock EOY	$7,247,200	CorporateStockEOYAmt
Corporate Stock EOYFMV	$6,685,728	CorporateStockEOYFMVAmt
Other Investments BOY	$0	OtherInvestmentsBOYAmt
Other Investments EOY	$200,866	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$207,928	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$7,852,659	TotalAssetsBOYAmt
Total Assets EOY	$7,537,669	TotalAssetsEOYAmt
Total Assets EOYFMV	$6,983,259	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$7,852,659	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$7,537,669	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$7,852,659	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$7,537,669	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$7,852,659	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$7,537,669	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$7,852,659	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$314,990	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$7,537,669	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$7,537,669	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
GOLDMAN SACHS #7556	P	2021-01-01	2022-07-01	$871,446	$895,375	-$23,929	-$23,929
K-1: WEST STREET CAPITAL PARTNERS VIII OFFSHORE, LP	P	2021-12-31	2022-07-01		$288	-$288	-$288
	P	2021-01-01	2022-07-01			$0	$0
CAPITAL GAINS DIVIDENDS	P			$60,847		$60,847	$60,847

Field	Value	IRS element (for citing)
Capital Gain Net Income	$36,630	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$2,158	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$2,158	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$2,158	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$2,960	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$1,400	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$4,360	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Overpayment	$2,202	OverpaymentAmt
Applied To ES Tax	$2,202	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	MI	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	BRIAN MEER	IndividualWithBooksNm
Phone	2486830001	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	3020 MIDDLEBELT ROAD	AddressLine1Txt
City	WEST BLOOMFIELD	CityNm
State Abbreviation	MI	StateAbbreviationCd
ZIP	483231932	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
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd

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
BRIAN MEER
3020 MIDDLEBELT ROAD	WEST BLOOMFIELD	MI	48323	PRES/TREAS	2.00	$0	$0	$0
LISA MEER
3020 MIDDLEBELT ROAD	WEST BLOOMFIELD	MI	48323	SECRETARY	2.00	$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	$7,579,316	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$95,398	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$7,674,714	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$7,674,714	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$115,121	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$7,559,593	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$377,980	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$377,980	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$2,158	TaxBasedOnInvestmentIncomeAmt
Total Tax	$2,158	TotalTaxAmt
Distributable Before Adj	$375,822	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$375,822	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$375,822	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$450,553	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$450,553	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$375,822	DistributableAsAdjustedAmt
Undistributed Income PY	$125,425	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Total Excess Distribution Cyov	$0	TotalExcessDistributionCyovAmt
Qualifying Distributions	$450,553	QualifyingDistributionsAmt
Applied To Year1	$125,425	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$325,128	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$0	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$0	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$50,694	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$0	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$0	ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	BRIAN MEER	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (36 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
AGBU ALEX & MARIE MANGOOGIAN SCHOOLS
22001 NORTHWESTERN HWY	SOUTHFIELD	MI	48075	N/A	501(C)(3)	GENERAL USE	$1,000
AMERICAN SPEECH LANGUAGE AND HEARING FOUNDATION
2200 RESEARCH BLVD	ROCKVILLE	MD	20849	N/A	501(C)(3)	GENERAL USE	$250
AMERICAN UNIVERSITY OF ARMENIA
1000 BROADWAY SUITE 280	OAKLAND	CA	94607	N/A	501(C)(3)	GENERAL USE	$250
ARMENIAN EYE CARE PROJECT
PO BOX 1160	ROCKVILLE	MD	20849	N/A	501(C)(3)	GENERAL USE	$500
BAIS REFOEL FOUNDATION
28400 NORTHWESTERN HWY STE 2	SOUTHFIELD	MI	48034	N/A	501(C)(3)	GENERAL USE	$92,000
BEYOND BASICS
1800 WEST 9 MILE RD STE 450	SOUTHFIELD	MI	48075	N/A	501(C)(3)	GENERAL USE	$200
BRILLIANT DETROIT
5675 LARKINS STREET	DETROIT	MI	48210	N/A	501(C)(3)	GENERAL USE	$500
COALITION OF TEMPORARY SHELTERS
PO BOX 772889	CHICAGO	IL	60677	N/A	501(C)(3)	GENERAL USE	$200
CRANBROOK COLLECTIONS & RESEARCH
DEPT 77420 PO BOX 77000	DETROIT	MI	48227	N/A	501(C)(3)	GENERAL USE	$500
CRANBROOK HOUSE AND GARDENS
380 LONE PINE RD PO BOX 801	BLOOMFIELD HILLS	MI	48303	N/A	501(C)(3)	GENERAL USE	$500
CRANBROOK INSTITUTE OF SCIENCE
DEPT 77428 PO BOX 77000	DETROIT	MI	48227	N/A	501(C)(3)	GENERAL USE	$1,000
CRANBROOK SCHOOLS
39221 WOODWARD AVE	BLOOMFIELD HILLS	MI	48304	N/A	501(C)(3)	GENERAL USE	$300
DETRIOT OPERA
1526 BROADWAY	DETROIT	MI	48226	N/A	501(C)(3)	GENERAL USE	$1,000
DETROIT CHAMBER WINGS & STRINGS
24901 NORTHWESTERN HWY QUITE 312	SOUTHFIELD	MI	48075	N/A	501(C)(3)	GENERAL USE	$250
DETROIT INSTITUTE OF ARTS
5200 WOODWARD AVENUE	DETROIT	MI	48202	N/A	501(C)(3)	GENERAL USE	$2,000
DETROIT SYMPHONY ORCHESTRA
3711 WOODWARD AVE	DETROIT	MI	48201	N/A	501(C)(3)	GENERAL USE	$250,000
DETROIT ZOOLOGICAL SOCIETY
8450 W 10 MILE ROAD	ROYAL OAK	MI	48067	N/A	501(C)(3)	GENERAL USE	$103
FRIENDS OF OAKLAND FAMILY SERVICES
114 ORCHARD LAKE ROAD	PONTIAC	MI	48341	N/A	501(C)(3)	GENERAL USE	$5,000
FRIENDSHIP CIRCLE OF MICHIGAN
6892 W MAPLE RD	WEST BLOOMFIELD	MI	48322	N/A	501(C)(3)	GENERAL USE	$10,000
HORIZONS UPWARD BOUND - CRANBROOK
PO BOX 801	BLOOMFIELD HILLS	MI	48303	N/A	501(C)(3)	GENERAL USE	$1,000
JAMES MADISON EDUCATION FOUNDATION
1613 DUKE STREET	ALEXANDRIA	VA	22314	N/A	501(C)(3)	GENERAL USE	$24,000
JARC
PO BOX 2053	SOUTHFIELD	MI	48037	N/A	501(C)(3)	GENERAL USE	$2,000
JVS
29699 SOUTHFIELD RD	SOUTHFIELD	MI	48075	N/A	501(C)(3)	GENERAL USE	$14,000
KARMANOS CANCER INSTITUTE
4100 JOHN ROAD	DETROIT	MI	48201	N/A	501(C)(3)	GENERAL USE	$1,200
LIGHTHOUSE OF OAKLAND COUNTY
PO BOX 430508	PONTIAC	MI	48343	N/A	501(C)(3)	GENERAL USE	$300
OAKLAND UNIVERSITY
2200 NORTH SQUIRL RD	ROCHESTER	MI	48309	N/A	501(C)(3)	GENERAL USE	$5,000
PEWABIC
10125 E JEFFERSON AVE	DETROIT	MI	48214	N/A	501(C)(3)	GENERAL USE	$100
PINE LAKE CC EMPLOYEE SCHOLARSHIP FOUNDATION
3300 PINE LAKE RD	ORCHARD LAKE	MI	48324	N/A	501(C)(3)	GENERAL USE	$125
SOUTHWEST SOLUTIONS
5716 MICHIGAN AVE 3000	DETROIT	MI	48210	N/A	501(C)(3)	GENERAL USE	$200
ST JOHNS ARMENIAN CHURCH
22001 NORTHWESTERN HGWY	SOUTHFIELD	MI	48075	N/A	501(C)(3)	GENERAL USE	$10,300
THE HENRY FORD HEALTH SYSTEM
ONE FORD PLACE 5A	DETROIT	MI	48202	N/A	501(C)(3)	GENERAL USE	$125
THE JEWISH FEDERATION OF NORTH AMERICA
6735 TELEGRAPH RD	BLOOMFIELD HILLS	MI	48301	N/A	501(C)(3)	GENERAL USE	$10,000
THE VILLAGE CLUB FOUNDATION
190 EAST LONG LAKE RD	BLOOMFIELD HILLS	MI	48304	N/A	501(C)(3)	GENERAL USE	$1,850
UMHS OFFICE OF MEDICAL DEVELOPMENT
1000 OAKLAND DR SUITE 100	ANN ARBOR	MI	48104	N/A	501(C)(3)	GENERAL USE	$4,500
WOUNDED WARRIOR PROJECT
NPC PO BOX 758517	TOPEKA	KS	66675	N/A	501(C)(3)	GENERAL USE	$200
YAD ESRA
2850 W 11 MILE RD	BERKLEY	MI	48072	N/A	501(C)(3)	GENERAL USE	$10,100

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$450,553	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$1,149	ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$128,480	ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$15,252	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$36,630	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$181,511	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$181,511	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	0	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	0	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	0	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	0	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	0	ReimbursementArrangementsInd
Loans Or Loan Guarantees	0	LoansOrLoanGuaranteesInd
Performance Of Services Etc	0	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	0	RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	CategoryTxt
Amt	$3,275	Amt
Net Investment Income	$1,638	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (12 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
GS SHORT DURATION INCOME FUND	$265,582	$241,078
GS STRATEGIC INCOME FUND	$216,019	$196,841
SPDR S&P 500 ETF TRUST (SPY)	$3,345,587	$3,437,155
ISHARES RUSSELL 2000 ETF (IWM)	$848,011	$732,486
ISHARES MSCI EAFE ETF (EFA)	$600,668	$540,217
GS EMERGING MARKETS EQUITY FUND (GAHPX)	$300,000	$203,818
GS CLEAN ENERGY INCOME FUND (GCEPX)	$300,000	$248,047
GS HIGH YIELD FLOATING RATE FUND	$209,809	$193,721
PIMCO INCOME FUND	$194,524	$168,338
GS TECHNOLOGY OPPORTUNITIES FUND	$500,000	$276,489
THE BANK OF NOVA SCOTIA	$325,000	$305,936
JPMORGAN CHASE & CO. UPSIDE LEVERED NO CAP STRUCTURED NOTE (OJIDE231)	$142,000	$141,602

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
WEST STREET CAPITAL PARTNERS VIII OFFSHORE	AT COST	$182,901	$187,928
VINTAGE IX B OFFSHORE	AT COST	$17,965	$20,000

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MICHIGAN ANNUAL REPORT FEE	$20	$0	$0
FOREIGN TAX PAID	$1,091	$546	$0
K-1: WEST STREET CAPITAL PARTNERS VIII OFFSHORE, LP	$12,277	$6,139	$0
K-1: VINTAGE IX B OFFSHORE SCSP	$2,708	$1,354	$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (4 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt
NONDIVIDEND DISTRIBUTION	$6,085	$0	$6,085
K-1: WEST STREET CAPITAL PARTNERS VIII OFFSHORE, LP	$9,042	$9,042	$9,042
K-1: VINTAGE IX B (OS) SCSP	-$100	-$100	-$100
INCOME FROM 8621S	$225	$225	$225

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	INVESTMENT EXPENSES	CategoryTxt
Amt	$20,984	Amt
Net Investment Income	$10,492	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
2021 TAX PAYMENT	$2,633	$0	$0
2022 Q1 TAX PAYMENT	$2,960	$0	$0

THE@LISA AND BRIAN MEER FOUNDATION: Form 990PF, tax year 2022

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Preparer Person PreparerPersonGrp

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

PF Qualifying Distributions PFQualifyingDistributionsGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (36 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Other Investment Income OtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (12 entries)

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (4 entries)

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

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