THE@LISA AND BRIAN MEER FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- THE@LISA AND BRIAN MEER FOUNDATION (EIN 38-3605133)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-13
- IRS object ID
- 201901339349101225
- Schema version
- 2018v3.1
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-13T13:09:42-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 STE 900 | AddressLine1Txt |
| City | SPRINGFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 011444011 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | 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 | C/O BRIAN MEER 3020 MIDDLEBELT ROAD | 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 | 2019-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DOUGLAS THEOBALD | PreparerPersonNm |
| PTIN | P00368792 | PTIN |
| Phone | 4137391800 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 70.88.213.177 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-13 | IPDt |
| IP Tm | 08:45:04 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | EDFB1B71DD887A89EA34DA10BB6E83B5458334BA | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 535B00B50412D561BA69A10E5A61A8CBFE43F162 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $28,930 | 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 | $56,426 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $341 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $341 | InterestOnSavNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$100 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $55,726 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $53,087 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $56,667 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $53,428 | 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 | $1,675 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $838 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $509 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $20 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,204 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $838 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $49,385 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $49,385 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $51,589 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $838 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $49,385 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,078 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $52,590 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $23,850 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $28,930 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $28,930 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $23,850 | TotalAssetsBOYAmt |
| Total Assets EOY | $28,930 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $28,930 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $2,100 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,100 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $21,750 | UnrestrictedBOYAmt |
| Unrestricted EOY | $28,930 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $21,750 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $28,930 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $23,850 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $28,930 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $21,750 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,078 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,102 | OtherIncreasesAmt |
| Subtotal | $28,930 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $28,930 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 200 SHS OF HENRY SCHEIN INC. | P | 1998-08-03 | 2018-06-06 | $14,192 | $754 | $13,438 | $13,438 |
| 500 SHS OF HENRY SCHEIN INC. | P | 1998-08-03 | 2018-09-13 | $41,534 | $1,885 | $39,649 | $39,649 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $53,087 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $48,101 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $18,994 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 2.532431 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $46,669 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $15,030 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 3.105057 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $59,590 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $20,201 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 2.949854 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $53,237 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $27,951 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 1.904655 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $81,928 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $33,683 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 2.432325 | DistributionYr5Rt |
| Total Distribution | 12.924322 | TotalDistributionRt |
| Average Distribution | 2.584864 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $18,222 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $47,101 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $526 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $47,627 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $49,385 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $526 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $526 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $526 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $500 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $9 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $509 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $2 | EsPenaltyAmt |
| Tax Due | $19 | TaxDueAmt |
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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $18,499 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $18,499 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $18,499 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $277 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $18,222 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $911 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $911 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $526 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $526 | TotalTaxAmt |
| Distributable Before Adj | $385 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $385 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $385 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $49,385 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $49,385 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $526 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $48,859 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $385 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $81,776 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $52,936 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $59,716 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $46,675 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $47,897 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $289,000 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $49,385 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $385 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $49,000 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $338,000 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $81,776 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $256,224 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $52,936 | ExcessFromYear4Amt |
| Excess From Year3 | $59,716 | ExcessFromYear3Amt |
| Excess From Year2 | $46,675 | ExcessFromYear2Amt |
| Excess From Year1 | $47,897 | ExcessFromYear1Amt |
| Excess From Current Year | $49,000 | ExcessFromCurrentYearAmt |
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 (41 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 | $500 |
| ARMENIAN EYE CARE PROJECT | |||||||
| PO BOX 1160 | ROCKVILLE | MD | 20849 | N/A | 501(C)(3) | GENERAL USE | $250 |
| BRILLIANT DETROIT | |||||||
| 5675 LARKINS STREET | DETROIT | MI | 48210 | N/A | 501(C)(3) | GENERAL USE | $500 |
| CRANBROOK ART MUSEUM | |||||||
| 39221 WOODWARD AVE PO BOX 801 | BLOOMFIELD HILLS | MI | 48303 | N/A | 501(C)(3) | GENERAL USE | $4,050 |
| CRANBROOK HOUSE AND GARDENS | |||||||
| 380 LONE PINE RD PO BOX 801 | BLOOMFIELD HILLS | MI | 48303 | N/A | 501(C)(3) | GENERAL USE | $250 |
| CRANBROOK INSTITUTE OF SCIENCE | |||||||
| DEPT 77428 PO BOX 77000 | DETROIT | MI | 48227 | N/A | 501(C)(3) | GENERAL USE | $745 |
| CROHN'S AND COLITIS FOUNDATION | |||||||
| 25882 ORCHARD PARK RD 102 | FARMINGTON HILLS | MI | 48336 | N/A | 501(C)(3) | GENERAL USE | $150 |
| DETROIT CHAMBER WINGS & STRINGS | |||||||
| 24901 NORTHWESTERN HWY QUITE 312 | SOUTHFIELD | MI | 48075 | N/A | 501(C)(3) | GENERAL USE | $150 |
| DETROIT INSTITUTE OF ARTS | |||||||
| 5200 WOODWARD AVENUE | DETROIT | MI | 48202 | N/A | 501(C)(3) | GENERAL USE | $2,000 |
| DETROIT RESCUE MISSION MINISTRIES | |||||||
| PO BOX 312087 | DETROIT | MI | 48277 | N/A | 501(C)(3) | GENERAL USE | $100 |
| DETROIT SYMPHONY ORCHESTRA | |||||||
| 3711 WOODWARD AVE | DETROIT | MI | 48201 | N/A | 501(C)(3) | GENERAL USE | $2,500 |
| DETROIT ZOOLOGICAL SOCIETY | |||||||
| 8450 W 10 MILE ROAD | ROYAL OAK | MI | 48067 | N/A | 501(C)(3) | GENERAL USE | $85 |
| FORD FOUNDATION | |||||||
| 320 E 43RD ST | NEW YORK | NY | 10017 | N/A | 501(C)(3) | GENERAL USE | $125 |
| FRIENDS OF OAKLAND FAMILY SERVICES | |||||||
| 114 ORCHARD LAKE ROAD | PONTIAC | MI | 48341 | N/A | 501(C)(3) | GENERAL USE | $1,100 |
| GEORGE ORLEY MENTAL WELLNESS INITIATIVE | |||||||
| N/A | DETROIT | MI | 48201 | N/A | 501(C)(3) | GENERAL USE | $150 |
| GILDA'S CLUB METRO DETROIT | |||||||
| 3517 ROCHESTER RD | ROYAL OAK | MI | 48073 | N/A | 501(C)(3) | GENERAL USE | $150 |
| HORIZONS UPWARD BOUND - CRANBROOK | |||||||
| PO BOX 801 | BLOOMFIELD HILLS | MI | 48303 | N/A | 501(C)(3) | GENERAL USE | $1,000 |
| HUMANE SOCIETY OF HURON VALLEY | |||||||
| PO BOX 7026 LIBERTY STATION | ANN ARBOR | MI | 48107 | N/A | 501(C)(3) | GENERAL USE | $100 |
| JARC | |||||||
| PO BOX 2053 | SOUTHFIELD | MI | 48037 | N/A | 501(C)(3) | GENERAL USE | $1,000 |
| JEWISH COMMUNITY CENTER | |||||||
| 6600 W MAPLE RD | WEST BLOOMFIELD TOWNSH | MI | 48322 | N/A | 501(C)(3) | GENERAL USE | $250 |
| JVS | |||||||
| 29699 SOUTHFIELD RD | SOUTHFIELD | MI | 48075 | N/A | 501(C)(3) | GENERAL USE | $12,000 |
| KARMANOS CANCER INSTITUTE | |||||||
| 4100 JOHN ROAD | DETROIT | MI | 48201 | N/A | 501(C)(3) | GENERAL USE | $450 |
| KNIGHTS OF VARTAN CHARITABLE FUND | |||||||
| 850 S OLD WOODWARD | BIRMINGHAM | MI | 48009 | N/A | 501(C)(3) | GENERAL USEGENERAL USE | $100 |
| LIGHTHOUSE OF OAKLAND COUNTY | |||||||
| PO BOX 430508 | PONTIAC | MI | 48343 | N/A | 501(C)(3) | GENERAL USE | $350 |
| MICHIGAN OPERA THEATER | |||||||
| 1526 BROADWAY | DETROIT | MI | 48226 | N/A | 501(C)(3) | GENERAL USE | $500 |
| OAKLAND LITERACY COUNCIL | |||||||
| 2550S TELEGRAPH RD | BLOOMFIELD HILLS | MI | 48302 | N/A | 501(C)(3) | GENERAL USE | $100 |
| 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 | $75 |
| PINE LAKE CC EMPLOYEE SCHOLARSHIP FOUNDATION | |||||||
| 3300 PINE LAKE RD | ORCHARD LAKE | MI | 48324 | N/A | 501(C)(3) | GENERAL USE | $125 |
| SISTER'S HOPE | |||||||
| PO BOX 250732 | WEST BLOOMFIELD | MI | 48325 | N/A | 501(C)(3) | GENERAL USE | $100 |
| ST JOHNS ARMENIAN CHURCH | |||||||
| 22001 NORTHWESTERN HGWY | SOUTHFIELD | MI | 48075 | N/A | 501(C)(3) | GENERAL USE | $550 |
| THE COMMUNITY HOUSE | |||||||
| 380 SOUTH BATES AVE | BIRMINGHAM | MI | 48009 | N/A | 501(C)(3) | GENERAL USE | $250 |
| 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 | $680 |
| TROY PUBLIC LIBRARY COMMUNITY FUND | |||||||
| 510 W BIG BEAVER RD | TROY | MI | 48084 | N/A | 501(C)(3) | GENERAL USE | $200 |
| UNIVERSITY OF MICHIGAN COLLEGE OF L S AND A | |||||||
| 500 STATE STREET STE 5000 | ANN ARBOR | MI | 48109 | N/A | 501(C)(3) | GENERAL USE | $1,550 |
| VARIETY THE CHILDRENS CHARITY | |||||||
| 600 SOUTH ADAMS ROAD SUITE 230 | BIRMINGHAM | MI | 48009 | N/A | 501(C)(3) | GENERAL USE | $500 |
| WOUNDED WARRIOR PROJECT | |||||||
| NPC PO BOX 758517 | TOPEKA | KS | 66675 | N/A | 501(C)(3) | GENERAL USE | $250 |
| WRCJ | |||||||
| 1 CLOVER CT | WIXOM | MI | 48393 | N/A | 501(C)(3) | GENERAL USE | $200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $49,385 | 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 | $341 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$100 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $241 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $241 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| BRIAN MEER | |||||||
| 1 | 3020 MIDDLEBELT ROAD | WEST BLOOMFIELD | MI | 48323 | $14,236 | Yes (X) | |
| BRIAN MEER | |||||||
| 2 | 3020 MIDDLEBELT ROAD | WEST BLOOMFIELD | MI | 48323 | $41,590 | Yes (X) | |
| BRIAN MEER | |||||||
| 3 | 3020 MIDDLEBELT ROAD | WEST BLOOMFIELD | MI | 48323 | $600 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 200 SHARES OF HENRY SCHEIN INC. | $14,236 | 2018-06-06 |
| 2 | 500 SHARES OF HENRY SCHEIN INC. | $41,590 | 2018-09-13 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,675 | Amt |
| Net Investment Income | $838 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MICHIGAN ANNUAL REPORT FEE | Desc |
| Revenue And Expenses Per Books | $20 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT TO ACCOUNT FOR UNDEPOSITED CHECKS AND ROUNDING | Desc |
| Amt | $2,102 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DONATIONS PAYABLE | Desc |
| BOY Book Value | $2,100 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| 2018 FEDERAL ESTIMATED TAXES | $500 | $0 | $0 |
| 2018 ERRONEOUS WITHHOLDING | $9 | $0 | $0 |
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