Meritor Inc Trust: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization: Meritor Inc Trust (EIN 52-2089611)
Tax period: 2021-10-01 to 2022-09-30
Filed: 2023-11-20
IRS object ID: 202343249349100004
Schema version: 2021v4.2
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
Depreciation Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2023-11-20T08:13:24-06:00	ReturnTs
Tax Period End	2022-09-30	TaxPeriodEndDt
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2021-10-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	522089611	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Meritor Inc Trust	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
In Care Of	% KEVIN PETERSON	InCareOfNm
Business Name Control	MERI	BusinessNameControlTxt
Phone	2484351000	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2135 West Maple Road	AddressLine1Txt
City	Troy	CityNm
State Abbreviation	MI	StateAbbreviationCd
ZIP	48084	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	Donald Jackson	PersonNm
Person Title	VP-Treasury & Tax	PersonTitleTxt
Phone	8123775000	PhoneNum
Signature	2023-11-17	SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	Donald	PersonFirstNm
Person Last	Jackson	PersonLastNm

Field	Value	IRS element (for citing)
SSN	XXX-XX-XXXX	SSN

Additional Filer Information AdditionalFilerInformation

Field	Value	IRS element (for citing)
Trusted Customer		TrustedCustomerGrp

Field	Value	IRS element (for citing)
Tax	2021	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	$16,888	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	$374,910	ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss	$169	DividendsRevAndExpnssAmt
Total Rev And Expnss	$375,079	TotalRevAndExpnssAmt
Total Net Invst Incm	$0	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss	$0	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$0	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$374,911	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$369,512	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$374,911	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$0	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$369,512	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$168	ExcessRevenueOverExpensesAmt
Net Investment Income	$0	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$16,719	CashBOYAmt
Cash EOY	$16,888	CashEOYAmt
Cash EOYFMV	$16,888	CashEOYFMVAmt
Total Assets BOY	$16,719	TotalAssetsBOYAmt
Total Assets EOY	$16,888	TotalAssetsEOYAmt
Total Assets EOYFMV	$16,888	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Retained Earning BOY	$16,719	RetainedEarningBOYAmt
Retained Earning EOY	$16,888	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$16,719	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$16,888	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$16,719	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$16,888	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$16,719	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$168	ExcessRevenueOverExpensesAmt
Other Increases	$374,911	OtherIncreasesAmt
Subtotal	$391,798	SubtotalAmt
Other Decreases	$374,910	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$16,888	TotNetAstOrFundBalancesEOYAmt

Field	Value	IRS element (for citing)
Cap Gains Loss Tx Invst Incm Detail		CapGainsLossTxInvstIncmDetail

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$0	InvestmentIncomeExciseTaxAmt
Subtotal	$0	SubtotalAmt
Tax Based On Investment Income	$0	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$11	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits	$11	TotalPaymentsAndCreditsAmt
Overpayment	$11	OverpaymentAmt
Applied To ES Tax	$11	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	Yes (true)	AtLeast5000InAssetsInd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	Yes (true)	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	KEVIN PETERSON	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	2484351000	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	2135 WEST MAPLE ROAD	AddressLine1Txt
City	Troy	CityNm
State Abbreviation	MI	StateAbbreviationCd
ZIP	48084	ZIPCd

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
Undistributed Income PY	false	UndistributedIncomePYInd
Undistr Incm Sect4942a2 Not App	false	UndistrIncmSect4942a2NotAppInd
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
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

Field	Value	IRS element (for citing)
Person	Donald G Jackson	PersonNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2135 West Maple Road	AddressLine1Txt
City	Troy	CityNm
State Abbreviation	MI	StateAbbreviationCd
ZIP	48084	ZIPCd

Field	Value	IRS element (for citing)
Title	VP- Treasury & Tax	TitleTxt
Average Hrs Per Wk Devoted To Pos	0.0	AverageHrsPerWkDevotedToPosRt
Compensation	$0	CompensationAmt
Employee Benefit Program	$0	EmployeeBenefitProgramAmt
Expense Account Other Allwnc	$0	ExpenseAccountOtherAllwncAmt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Field	Value	IRS element (for citing)
Description1	DONATE AND APPLY IT'S FUND EXCUSIVELY FOR CHARITABLE RELIGIOUS, SCIENTIFIC, LITERARCY AND EDUCATIONAL PURPOSE.	Description1Txt

Field	Value	IRS element (for citing)
Sum Of Program Related Invst		SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$17,193	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$0	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$17,193	TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$17,193	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$258	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$16,935	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$847	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$847	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$0	TaxBasedOnInvestmentIncomeAmt
Total Tax	$0	TotalTaxAmt
Distributable Before Adj	$847	DistributableBeforeAdjAmt
Distributable Before Ded	$847	DistributableBeforeDedAmt
Distributable As Adjusted	$847	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$369,512	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	$369,512	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$847	DistributableAsAdjustedAmt
Prior Year1	2019	PriorYear1Yr
Prior Year2	2018	PriorYear2Yr
Prior Year3	2017	PriorYear3Yr
Qualifying Distributions	$369,512	QualifyingDistributionsAmt
Applied To Current Year	$847	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$368,665	RemainingDistriFromCorpusAmt
Total Corpus	$368,665	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr	$368,665	ExcessDistriCyovToNextYrAmt
Excess From Current Year	$368,665	ExcessFromCurrentYearAmt

Field	Value	IRS element (for citing)
Private Operating Foundations		PrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	Donald G Jackson	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	500 Jackson Street	AddressLine1Txt
City	Coolumbus	CityNm
State Abbreviation	IN	StateAbbreviationCd
ZIP	47201	ZIPCd

Field	Value	IRS element (for citing)
Recipient Phone	2484351000	RecipientPhoneNum

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

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

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	2135 West Maple Road	AddressLine1Txt
City	Troy	CityNm
State Abbreviation	MI	StateAbbreviationCd
ZIP	48084	ZIPCd

Field	Value	IRS element (for citing)
Recipient Relationship	EOF	RecipientRelationshipTxt
Recipient Foundation Status	PF	RecipientFoundationStatusTxt
Grant Or Contribution Purpose	Donation	GrantOrContributionPurposeTxt
Amt	$369,512	Amt

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$369,512	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	$169	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
Gain Sales Ast Oth Than Invntry		GainSalesAstOthThanInvntryGrp
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	$169	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$169	TotalIncomeProducingActyAmt

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	Meritor Inc	ContributorPersonNm

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	2135 W Maple Road	AddressLine1Txt
City	Troy	CityNm
State Abbreviation	MI	StateAbbreviationCd
ZIP	18084	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$374,910	TotalContributionsAmt
Person Contribution	Yes (X)	PersonContributionInd

Depreciation Schedule DepreciationSchedule

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