MEYER FAMILY FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization: MEYER FAMILY FOUNDATION (EIN 82-6077635)
Tax period: 2022-01-01 to 2022-12-31
Filed: 2023-11-10
IRS object ID: 202343149349102369
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
Schedule B
Accounting Fees Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2023-11-10T13:01:12-08:00	ReturnTs
Tax Period End	2022-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	921402621	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	Magnuson McHugh Dougherty CPAs	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	2100 Northwest Blvd Suite 400	AddressLine1Txt
City	Coeur dAlene	CityNm
State Abbreviation	ID	StateAbbreviationCd
ZIP	83814	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	826077635	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	MEYER FAMILY FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	MEYE	BusinessNameControlTxt
Phone	2087722797	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	10500 HAYDEN BLUFF LANE	AddressLine1Txt
City	HAYDEN LAKE	CityNm
State Abbreviation	ID	StateAbbreviationCd
ZIP	83835	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	STEPHEN F MEYER	PersonNm
Person Title	Foundation Manager	PersonTitleTxt
Signature	2023-11-10	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	STEPHEN F	PersonFirstNm
Person Last	MEYER	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

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	Anthony A Oss	PreparerPersonNm
PTIN	P01287027	PTIN
Phone	2087659500	PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	3	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd
Federated Assurance Level	FAL1	FederatedAssuranceLevelCd

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	$711	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$31,000	ContriRcvdRevAndExpnssAmt
Total Rev And Expnss	$31,000	TotalRevAndExpnssAmt
Total Net Invst Incm	$0	TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss	$532	AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps	$532	AccountingFeesChrtblPrpsAmt
Tot Opr Expenses Rev And Expnss	$532	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$0	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$532	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$30,050	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$30,050	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$30,582	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$0	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$30,582	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$418	ExcessRevenueOverExpensesAmt
Net Investment Income	$0	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$293	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$711	SavAndTempCashInvstEOYAmt
Total Assets BOY	$293	TotalAssetsBOYAmt
Total Assets EOY	$711	TotalAssetsEOYAmt
Total Assets EOYFMV	$711	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$293	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$711	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$293	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$711	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$293	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$711	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$293	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$418	ExcessRevenueOverExpensesAmt
Subtotal	$711	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$711	TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$0	InvestmentIncomeExciseTaxAmt
Applied To ES Tax	$0	AppliedToESTaxAmt

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	false	AtLeast5000InAssetsInd
Form990 PF Filed With Atty Gen	false	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
Website Address	N/A	WebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	STEPHEN F MEYER	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	2087722797	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	10500 HAYDEN BLUFF LANE	AddressLine1Txt
City	HAYDEN LAKE	CityNm
State Abbreviation	ID	StateAbbreviationCd
ZIP	83835	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	false	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 (4 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt
STEPHEN F MEYER
10500 HAYDEN BLUFF LANE	HAYDEN LAKE	ID	83835	Director	0.50	$0
JUDITH C MEYER
10500 HAYDEN BLUFF LANE	HAYDEN LAKE	ID	83835	Director	0.50	$0
ANDREW C MEYER
502 ESCALONA DRIVE	SANTA CRUZ	CA	95060	Director	0.50	$0
CHRISTOPHER F MEYER
1034 E PINE AVE	COEUR DALENE	ID	83814	Director	0.50	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Field	Value	IRS element (for citing)
Description1	SUPPORT OF HEALTH SERVICES IN KOOTENAI COUNTY	Description1Txt
Expenses1	$15,000	Expenses1Amt
Description2	SUPPORT OF EDUCATION IN KOOTENAI COUNTY	Description2Txt
Expenses2	$4,000	Expenses2Amt
Description3	SUPPORT OF EDUCATION IN KOOTENAI COUNTY	Description3Txt
Expenses3	$1,050	Expenses3Amt
Description4	SUPPORT OF COASTAL WATERSHED CONSERVATION	Description4Txt
Expenses4	$10,000	Expenses4Amt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$0	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$719	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$719	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast	$719	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$11	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$708	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$35	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$35	MinimumInvestmentReturnAmt
Distributable Before Adj	$35	DistributableBeforeAdjAmt
Distributable Before Ded	$35	DistributableBeforeDedAmt
Distributable As Adjusted	$35	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$30,582	ExpensesAndContributionsAmt
Qualifying Distributions	$30,582	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$35	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5	$617	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr3	$14,631	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$15,000	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$10,511	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$40,759	TotalExcessDistributionCyovAmt
Qualifying Distributions	$30,582	QualifyingDistributionsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$35	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$30,547	RemainingDistriFromCorpusAmt
Total Corpus	$71,306	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5	$617	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$70,689	ExcessDistriCyovToNextYrAmt
Excess From Year3	$14,631	ExcessFromYear3Amt
Excess From Year2	$15,000	ExcessFromYear2Amt
Excess From Year1	$10,511	ExcessFromYear1Amt
Excess From Current Year	$30,547	ExcessFromCurrentYearAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Field	Value	IRS element (for citing)
Line Number	3	LineNumberTxt
Relationship Statement	FUNDS ENABLE THE FOUNDATION TO CONTRIBUTE TO THE PURPOSE FOR WHICH IT WAS FORMED AS A CHARITABLE ORGANIZATION.	RelationshipStatementTxt

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

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum
Contributor Person	STEPHEN AND JUDITH MEYER	ContributorPersonNm

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	10500 Hayden Bluff Lane	AddressLine1Txt
City	Hayden Lake	CityNm
State Abbreviation	ID	StateAbbreviationCd
ZIP	83835	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$31,000	TotalContributionsAmt
Person Contribution	Yes (X)	PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	RETURN PREPARATION FEES	CategoryTxt
Amt	$532	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$532	DisbursementsCharitablePrpsAmt

MEYER FAMILY 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

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Persons With Books Name PersonsWithBooksName

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

PF Qualifying Distributions PFQualifyingDistributionsGrp

Undistributed Income UndistributedIncomeGrp

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Contributor US Address ContributorUSAddress

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

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