PINE MEER FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
PINE MEER FOUNDATION (EIN 82-3446209)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-12
IRS object ID
202123169349104247
Schema version
2020v4.1
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)
Return2021-11-12T17:55:44-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN470859831PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Kimberly Barry CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1700 Torrance Blvd Suite CAddressLine1Txt
CityRedondo BeachCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90277ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN823446209EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PINE MEER FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPINEBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11632 VIA LAZOAddressLine1Txt
CityPALOS VERDES PENINSULACityNm
State AbbreviationCAStateAbbreviationCd
ZIP90274ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRIED SCHOTTPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone3103755750PhoneNum
Signature2021-11-09SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstRIEDPersonFirstNm
Person LastSCHOTTPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKim BarryPreparerPersonNm
PTINP00687069PTIN
Phone3103161772PhoneNum
Preparation2021-11-12PreparationDt
Self EmployedYes (X)SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer0TrustedCustomerCd
OOB Security Verification11OOBSecurityVerificationCd
Authentication Assurance LevelAAL2AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$461,099FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$318,185ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$3,844DividendsRevAndExpnssAmt
Dividends Net Invst Incm$3,844DividendsNetInvstIncmAmt
Dividends Adj Net Incm$3,844DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$83,833NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$218,509GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$83,833CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$405,862TotalRevAndExpnssAmt
Total Net Invst Incm$87,677TotalNetInvstIncmAmt
Total Adj Net Incm$3,844TotalAdjNetIncmAmt
Legal Fees Rev And Expnss$1,063LegalFeesRevAndExpnssAmt
Legal Fees Adj Net Incm$1,063LegalFeesAdjNetIncmAmt
Other Expenses Rev And Expnss$10OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$1,073TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$1,063TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$7,900ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$7,900ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$8,973TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$1,063TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$7,900TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$396,889ExcessRevenueOverExpensesAmt
Net Investment Income$87,677NetInvestmentIncomeAmt
Adjusted Net Income$2,781AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$15,671CashBOYAmt
Cash EOY$53,630CashEOYAmt
Cash EOYFMV$53,630CashEOYFMVAmt
Sav And Temp Cash Invst BOY$47,806SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$37,246SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$37,246SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$66,079CorporateStockBOYAmt
Corporate Stock EOY$180,762CorporateStockEOYAmt
Corporate Stock EOYFMV$370,223CorporateStockEOYFMVAmt
Total Assets BOY$129,556TotalAssetsBOYAmt
Total Assets EOY$271,638TotalAssetsEOYAmt
Total Assets EOYFMV$461,099TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$129,556NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$271,638NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$129,556TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$271,638TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$129,556TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$271,638TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$129,556TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$396,889ExcessRevenueOverExpensesAmt
Subtotal$526,445SubtotalAmt
Other Decreases$254,807OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$271,638TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmt
300 BLACKSTONE GROUPP2020-02-042020-02-27$16,179$19,073-$2,894
250 SHARES CHEVERON CORPP2020-05-222020-11-06$17,927$22,594-$4,667
50 SHARES CROWN CASTLE INTL COP2020-03-022020-11-06$8,149$7,607$542
150 SHARES IBMP2020-02-032020-02-27$20,257$21,986-$1,729
300 WESTERN DIGITALP2020-02-032020-02-27$16,998$16,998
400 SHARES WESTERN DIGITALP2020-02-032020-03-17$13,424$26,963-$13,539
1100 SHARES APERGY CORPD2019-12-312020-02-03$28,790$4,944$23,846
180 SHARES CIGNA CORPD2019-09-252020-02-03$34,809$7,999$26,810
50 SHARES CIGNA CORPD2001-09-102020-02-27$9,255$4,009$5,246
99 SHARES TELEFLEXD1991-09-252020-05-22$35,931$1,663$34,268
50 SHARES TELEFLEXD1991-09-252020-11-06$16,790$840$15,950
FieldValueIRS element (for citing)
Capital Gain Net Income$83,833CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$22,287NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,219InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,219SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,219TaxBasedOnInvestmentIncomeAmt
Tax Due$1,219TaxDueAmt

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 SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateOHOrgReportOrRegisterStateCd
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 AddressWWW.PINEMEER.ORGWebsiteAddressTxt
Individual With BooksL RIED SCHOTTIndividualWithBooksNm
Phone3103755750PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11632 VIA LAZOAddressLine1Txt
CityPALOS VERDES PENINSULACityNm
State AbbreviationCAStateAbbreviationCd
ZIP90274ZIPCd
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
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppYes (true)UndistrIncmSect4942a2NotAppInd
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)
PersonL RIED SCHOTTPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11632 VIA LAZOAddressLine1Txt
CityPALOS VERDES PENINSULACityNm
State AbbreviationCAStateAbbreviationCd
ZIP90274ZIPCd
FieldValueIRS element (for citing)
TitleDIRECTORTitleTxt
Average Hrs Per Wk Devoted To Pos5.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$160,264AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$30,122AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$190,386TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$190,386AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,856CashDeemedCharitableAmt
Net Vl Noncharitable Assets$187,530NetVlNoncharitableAssetsAmt
Minimum Investment Return$9,377MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$9,377MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,219TaxBasedOnInvestmentIncomeAmt
Total Tax$1,219TotalTaxAmt
Distributable Before Adj$8,158DistributableBeforeAdjAmt
Distributable Before Ded$8,158DistributableBeforeDedAmt
Distributable As Adjusted$8,158DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$7,900ExpensesAndContributionsAmt
Qualifying Distributions$7,900QualifyingDistributionsAmt
Adjusted Qualifying Distri$7,900AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$8,158DistributableAsAdjustedAmt
Undistributed Income PY$551UndistributedIncomePYAmt
Qualifying Distributions$7,900QualifyingDistributionsAmt
Applied To Year1$551AppliedToYear1Amt
Applied To Current Year$7,349AppliedToCurrentYearAmt
Undistributed Income CY$809UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerRied SchottContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonSusan NunneryRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1318 Avenue I Suite 860AddressLine1Txt
CityRedondo BeachCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90277ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8882728824RecipientPhoneNum
Recipient Email Addressdonate@pinemeer.orgRecipientEmailAddressTxt
Form And Info And MaterialsPrior to submitting an application first send a letter of inquiry addressed to Secretary of the Foundation Susan Nunnery with brief statement of need for funds and factual information. Applicants who receive a favorable response will be invited to submit a formal applicationFormAndInfoAndMaterialsTxt
Submission DeadlinesNoneSubmissionDeadlinesTxt
Restrictions On AwardsFoundation will not support grants to individuals, general fundraising or capital construction projects. Will not make grants to support political purposes. Grants only made to organizations whose programs or projects conform to the Mission of The FoundationRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ST ANTONIUS ATHLETIC ASSOC
1500 LINNEMAN ROADCINCINNATIOH45238PCPREVENT JUVENILE DELIQUENCY THROUGH ATHLETICS$6,000
WM C SCHOTT MEMORIAL ASSOCIATION
5513 JULMAR DRIVECINCINNATIOH45238PCPREVENT JUVENILE DELIQUENCY THROUGH ATHLETICS$1,900
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$7,900TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd

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

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonL RIED SCHOTTContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11632 VIA LAZOAddressLine1Txt
CityPALOS VERDES PENINSULACityNm
State AbbreviationCAStateAbbreviationCd
ZIP90274ZIPCd
FieldValueIRS element (for citing)
Total Contributions$315,885TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property149 SHARES TELEFLEX 4-15-20202000 SHARES GREEN DOT INC CLASS A 12-18-2020125 SHARES TELEFLEXNoncashPropertyDesc
Fair Market Value$210,885FairMarketValueAmt
Received2020-04-15ReceivedDt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (16 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
APERGY CORP 600 SHARES$0$0
CIGNA 230 SHARES$0$0
APERGY CORP 500 SHARES$0$0
APPLE 150 SHARES$19,703$19,903
BOEING 50 SHARES$9,107$10,703
BROADCOM INC 50 SHARES$19,050$21,893
GREEN DOT INC 2000 SHARES$603$111,600
MICROSOFT COPR 100 SHARES$17,376$22,242
QUALCOMM INC 100 SHARES$14,559$15,234
TELEFLEX INC 100 SHARES$2,100$51,446
US BANCORP 400 SHARES$14,708$18,636
UNITED PARCEL SRVC 100 SHARES$11,021$16,840
VERIZON COMM 200 SHARES$11,675$11,750
VIRTU FINANCIAL INC 1000 SHARE$19,508$25,170
CROWN CASTEL INTL CO REIT 150$22,821$23,879
DIGITAL REALTY TRUST REIT 150$18,531$20,927

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$1,063LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$1,063AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (3 entries)

DescDescAmtAmt
UNREALISED GAINS$189,459
2019 DIFF IN REPORTED BOOK VALUE$49,128
2019 DIFF IN REPORTED BOOK VALUE$16,220

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescFILING FEESDesc
Revenue And Expenses Per Books$10RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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