BETA

MEG MOORE FOUNDATION TRUST: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
MEG MOORE FOUNDATION TRUST (EIN 87-4124454)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-05-16
IRS object ID
202541369349101214
Schema version
2024v5.1
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)
Return2025-05-16T10:34:19-07:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN823703069PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HOLMQUIST LIEWALD LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13415 CERRITOS AVEAddressLine1Txt
CityLOS ALAMITOSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90720ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN874124454EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Meg Moore Foundation TrustBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMEGMBusinessNameControlTxt
Phone6199881860PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1383 Bayshore Ave 418AddressLine1Txt
CityLong BeachCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90803ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMeghan DunnPersonNm
Person TitleCEOPersonTitleTxt
Signature2025-05-16SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLouise Liewald CPAPreparerPersonNm
PTINP00370400PTIN
Phone5627994975PhoneNum
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$0FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$3InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$3InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$3InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$1,054DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,054DividendsNetInvstIncmAmt
Dividends Adj Net Incm$1,054DividendsAdjNetIncmAmt
Total Rev And Expnss$1,057TotalRevAndExpnssAmt
Total Net Invst Incm$1,057TotalNetInvstIncmAmt
Total Adj Net Incm$1,057TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$750AccountingFeesRevAndExpnssAmt
Other Expenses Rev And Expnss$15OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$765TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,250ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,250ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,015TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,250TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$958ExcessRevenueOverExpensesAmt
Net Investment Income$1,057NetInvestmentIncomeAmt
Adjusted Net Income$1,057AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$552SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$4SavAndTempCashInvstEOYAmt
Other Investments BOY$9,531OtherInvestmentsBOYAmt
Other Investments EOY$15,826OtherInvestmentsEOYAmt
Total Assets BOY$10,083TotalAssetsBOYAmt
Total Assets EOY$15,830TotalAssetsEOYAmt
Total Assets EOYFMV$0TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$10,083NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$15,830NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$10,083TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$15,830TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$10,083TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$15,830TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$10,083TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$958ExcessRevenueOverExpensesAmt
Other Increases$6,705OtherIncreasesAmt
Subtotal$15,830SubtotalAmt
Tot Net Ast Or Fund Balances EOY$15,830TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$15InvestmentIncomeExciseTaxAmt
Subtotal$15SubtotalAmt
Tax Based On Investment Income$15TaxBasedOnInvestmentIncomeAmt
Tax Due$15TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Meghan DunnBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6199881860PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1383 Bayshore Ave 418AddressLine1Txt
CityLong BeachCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90803ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonMeghan DunnPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1383 Bayshore Ave 418AddressLine1Txt
CityLong BeachCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90803ZIPCd
FieldValueIRS element (for citing)
TitleCEOTitleTxt
Average Hrs Per Wk Devoted To Pos0.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

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

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Tax Based On Investment Income$15TaxBasedOnInvestmentIncomeAmt
Total Tax$15TotalTaxAmt
Distributable Before Adj$15DistributableBeforeAdjAmt
Distributable Before Ded$15DistributableBeforeDedAmt
Distributable As Adjusted$0DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,250ExpensesAndContributionsAmt
Qualifying Distributions$1,250QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Excess Distribution Cyov Yr2$1,189ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,500ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$2,689TotalExcessDistributionCyovAmt
Qualifying Distributions$1,250QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus$1,250RemainingDistriFromCorpusAmt
Total Corpus$3,939TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$3,939ExcessDistriCyovToNextYrAmt
Excess From Year2$1,189ExcessFromYear2Amt
Excess From Year1$1,500ExcessFromYear1Amt
Excess From Current Year$1,250ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

FieldValueIRS element (for citing)
Recipient PersonUniversity of South CarolinaRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11600 Hampton Street Ste 736AddressLine1Txt
CityColumbiaCityNm
State AbbreviationSCStateAbbreviationCd
ZIP29208ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipUNRELATEDRecipientRelationshipTxt
Recipient Foundation StatusGOVRecipientFoundationStatusTxt
Grant Or Contribution PurposeProvide scholarships to University of South Carolina to aid in tuition costs and/or housing expenses and other educational purposes.GrantOrContributionPurposeTxt
Amt$1,250Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,250TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$3RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$1,054RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$1,057RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,057TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryLegal and AccountingCategoryTxt
Amt$750Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBank FeesDesc
Revenue And Expenses Per Books$15RevenueAndExpensesPerBooksAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUnrealized gainsDesc
Amt$6,705Amt

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