THE@LISA AND BRIAN MEER FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- THE@LISA AND BRIAN MEER FOUNDATION (EIN 38-3605133)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-03-22
- IRS object ID
- 201730819349100003
- Schema version
- 2016v3.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-03-22T08:57:23-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | MORIARTY & PRIMACK 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 | 2016-01-01 | 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 | 2017-02-27 | 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 | 2017-02-27 | IPDt |
| IP Tm | 15:21:42 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | D76129392A937C62B8F449122265101B55772759 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D76129392A937C62B8F449122265101B55772759 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $32,348 | 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 | $40,483 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $38 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $38 | InterestOnSavNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $102 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $40,585 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $38,647 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $40,623 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $38,685 | 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 | $1,650 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $825 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $20 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,670 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $825 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $47,048 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $47,048 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $48,718 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $825 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $47,048 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$8,095 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $37,860 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $25,279 | CashBOYAmt |
| Cash EOY | $6,750 | CashEOYAmt |
| Cash EOYFMV | $6,750 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $15,249 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $25,598 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $25,598 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $40,528 | TotalAssetsBOYAmt |
| Total Assets EOY | $32,348 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $32,348 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $435 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $350 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $435 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $350 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $40,093 | UnrestrictedBOYAmt |
| Unrestricted EOY | $31,998 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $40,093 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $31,998 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $40,528 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $32,348 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $40,093 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$8,095 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $31,998 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $31,998 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 257 SHS OF HENRY SCHEIN INC. | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 1998-08-03 | AcquiredDt |
| Sold | 2016-11-09 | SoldDt |
| Gross Sales Price | $40,585 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,938 | CostOrOtherBasisAmt |
| Gain Or Loss | $38,647 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $38,647 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $38,647 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $59,590 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $20,201 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 2.949854 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $53,237 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $27,951 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 1.904655 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $81,928 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $33,683 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 2.432325 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $92,346 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $51,989 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 1.776260 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $108,309 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $32,824 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 3.299689 | DistributionYr5Rt |
| Total Distribution | 12.362783 | TotalDistributionRt |
| Average Distribution | 2.472557 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $15,030 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $37,163 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $379 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $37,542 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $47,048 | 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 | $379 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $379 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $379 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $552 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $552 | TotalPaymentsAndCreditsAmt |
| Overpayment | $173 | OverpaymentAmt |
| Applied To ES Tax | $173 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 |
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 | $15,259 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $15,259 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $15,259 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $229 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $15,030 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $752 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $752 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $379 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $379 | TotalTaxAmt |
| Distributable Before Adj | $373 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $373 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $373 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $47,048 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $47,048 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $379 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $46,669 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $373 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $106,669 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $89,747 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $81,776 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $52,936 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $59,716 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $390,844 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $47,048 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $373 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $46,675 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $437,519 | 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 | $106,669 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $330,850 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $89,747 | ExcessFromYear4Amt |
| Excess From Year3 | $81,776 | ExcessFromYear3Amt |
| Excess From Year2 | $52,936 | ExcessFromYear2Amt |
| Excess From Year1 | $59,716 | ExcessFromYear1Amt |
| Excess From Current Year | $46,675 | 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 (50 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 | $100 |
| ALTERATIONS FOR GIRLS | |||||||
| 903 W GRAND BLVD | DETROIT | MI | 48208 | N/A | 501(C)(3) | GENERAL USE | $250 |
| AMERICAN CANCERY SOCIETY | |||||||
| 20450 CIVIC CENTER DR | SOUTHFIELD | MI | 48076 | N/A | 501(C)(3) | GENERAL USE | $150 |
| AMERICAN SPEECH LANGUAGE AND HEARING FOUNDATION | |||||||
| PO BOX 1160 | ROCKVILLE | MD | 20849 | N/A | 501(C)(3) | GENERAL USE | $250 |
| ARMENIA FUND USA | |||||||
| 80 MAIDEN LANE SUITE 2205 | NEW YORK | NY | 10038 | N/A | 501(C)(3) | GENERAL USE | $200 |
| ARMENIAN EYE CARE PROJECT | |||||||
| PO BOX 1160 | ROCKVILLE | MD | 20849 | N/A | 501(C)(3) | GENERAL USE | $100 |
| BBYO | |||||||
| 800 EIGHTH STREET NW | WASHINGTON | DC | 20001 | N/A | 501(C)(3) | GENERAL USE | $100 |
| BEAUMONT FOUNDATION | |||||||
| PO BOX 5802 | TROY | MI | 48007 | N/A | 501(C)(3) | GENERAL USE | $500 |
| BELLE ISLE | |||||||
| 22750 WOODWARD AVE 304 | FERNDALE | MI | 48220 | N/A | 501(C)(3) | GENERAL USE | $100 |
| BOYS & GIRLS CLUB OF SOUTHEASTERN MICHIGAN | |||||||
| 26777 HALSTED RD | FARMINGTON HILLS | MI | 48331 | N/A | 501(C)(3) | GENERAL USE | $100 |
| CHILDREN'S HOSPITAL OF MICHIGAN FOUNDATION | |||||||
| 3901 BEAUBIEN-MAILSLOT 257 | DETROIT | MI | 48201 | N/A | 501(C)(3) | GENERAL USE | $200 |
| COALITION OF TEMPORARY SHELTERS | |||||||
| 26 PETERBORO | DETROIT | MI | 48201 | N/A | 501(C)(3) | GENERAL USE | $350 |
| CRANBROOK ART MUSEUM | |||||||
| 39221 WOODWARD AVE PO BOX 801 | BLOOMFIELD HILLS | MI | 48303 | N/A | 501(C)(3) | GENERAL USE | $350 |
| CRANBROOK EDUCATIONAL COMMUNITY DEVELOPMENT | |||||||
| DEPT 77420 PO BOX 77000 | DETROIT | MI | 48277 | N/A | 501(C)(3) | GENERAL USE | $1,500 |
| CRANBROOK HOUSE AND GARDENS | |||||||
| 380 LONE PINE RD PO BOX 801 | BLOOMFIELD HILLS | MI | 48303 | N/A | 501(C)(3) | GENERAL USE | $745 |
| CRANBROOK INSTITUTE OF MUSIC | |||||||
| 32106 TELEGRAPH RD SUITE 200 | BINGHAM FARMS | MI | 48025 | N/A | 501(C)(3) | GENERAL USE | $100 |
| CRANBROOK INSTITUTE OF SCIENCE | |||||||
| DEPT 77428 PO BOX 77000 | DETROIT | MI | 48227 | N/A | 501(C)(3) | GENERAL USE | $500 |
| DETROIT CHAMBER WINGS & STRINGS | |||||||
| 24901 NORTHWESTERN HWY QUITE 312 | SOUTHFIELD | MI | 48075 | N/A | 501(C)(3) | GENERAL USE | $100 |
| DETROIT INSTITUTE OF ARTS | |||||||
| 5200 WOODWARD AVENUE | DETROIT | MI | 48202 | N/A | 501(C)(3) | GENERAL USE | $2,200 |
| DETROIT RESUCE 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 | $1,744 |
| DETROIT ZOOLOGICAL SOCIETY | |||||||
| 8450 W 10 MILE ROAD | ROYAL OAK | MI | 48067 | N/A | 501(C)(3) | GENERAL USE | $1,779 |
| FRIENDS OF OAKLAND FAMILY SERVICES | |||||||
| 114 ORCHARD LAKE ROAD | PONTIAC | MI | 48341 | N/A | 501(C)(3) | GENERAL USE | $1,000 |
| GEORGE ORLEY MENTAL WELLNESS INITIATIVE | |||||||
| N/A | DETROIT | MI | 48201 | N/A | 501(C)(3) | GENERAL USE | $100 |
| HORIZONS UPWARD BOUND - CRANBROOK | |||||||
| PO BOX 801 | BLOOMFIELD HILLS | MI | 48303 | N/A | 501(C)(3) | GENERAL USE | $500 |
| HUMAN 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 FAMILY SERVICES | |||||||
| 6555 W MAPLE RD | WEST BLOOMFIELD | MI | 48322 | N/A | 501(C)(3) | GENERAL USE | $100 |
| JEWISH SENIOR LIFE | |||||||
| 6710 W MAPLE RD | WEST BLOOMFIELD | 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 | $250 |
| LIGHTHOUSE OF OAKLAND COUNTY | |||||||
| PO BOX 430508 | PONTIAC | MI | 48343 | N/A | 501(C)(3) | GENERAL USE | $650 |
| MICHIGAN OPERA THEATER | |||||||
| 1526 BROADWAY | DETROIT | MI | 48226 | N/A | 501(C)(3) | GENERAL USE | $300 |
| NEIGHBOR TO NEIGHBOR | |||||||
| 248 EAST PUTNAM AVENUE | GREENWICH | CT | 06830 | N/A | 501(C)(3) | GENERAL USE | $225 |
| NUCLASSICA FOUNDATION | |||||||
| 32106 TELEGRAPH RD SUITE 200 | BINGHAM FARMS | MI | 48025 | N/A | 501(C)(3) | GENERAL USE | $250 |
| 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 |
| PINE LAKE CC EMPLOYEE SCHOLARSHIP FOUNDATION | |||||||
| 3300 PINE LAKE RD | ORCHARD LAKE | MI | 48324 | N/A | 501(C)(3) | GENERAL USE | $100 |
| PLANNED PARENTHOOD OF MID-SOUTH MICHIGAN | |||||||
| PO BOX 3673 | ANN ARBOR | MI | 48106 | N/A | 501(C)(3) | GENERAL USE | $200 |
| POLO FIELDS FOUNDATION OF MICHIGAN | |||||||
| 5200 POLO FIELDS DRIVE | ANN ARBOR | MI | 40103 | N/A | 501(C)(3) | GENERAL USE | $200 |
| ST JUDE'S | |||||||
| PO BOX 50 | MEMPHIS | TN | 38101 | N/A | 501(C)(3) | GENERAL USE | $400 |
| SUITE DREAMS PROJECT | |||||||
| 400 WATER ST SUITE 250 | ROCHESTER | MI | 48307 | N/A | 501(C)(3) | GENERAL USE | $150 |
| THE HENRY FORD HEALTH SYSTEM | |||||||
| ONE FORD PLACE 5A | DETROIT | MI | 48202 | N/A | 501(C)(3) | GENERAL USE | $175 |
| THE JEWISH FEDERATION OF NORTH AMERICA | |||||||
| 6735 TELEGRAPH RD | BLOOMFIELD HILLS | MI | 48301 | N/A | 501(C)(3) | GENERAL USE | $10,000 |
| THE SALVATION ARMY | |||||||
| 16130 NORTHLAND DR | SOUTHFIELD | MI | 48075 | N/A | 501(C)(3) | GENERAL USE | $100 |
| THE ULMAN CANCER FUND FOR YOUNG ADULTS | |||||||
| 1215 E FORT AVE 104 | BALTIMORE | MD | 21230 | N/A | 501(C)(3) | GENERAL USE | $100 |
| THE VILLAGE CLUB FOUNDATION | |||||||
| 190 EAST LONG LAKE RD | BLOOMFIELD HILLS | MI | 48304 | N/A | 501(C)(3) | GENERAL USE | $1,380 |
| UNIVERSITY OF MICHIGAN RACKHAM GRADUATE SCHOOL | |||||||
| 915 E WASHINGTON ST | ANN ARBOR | MI | 48109 | N/A | 501(C)(3) | GENERAL USE | $150 |
| VARIETY THE CHILDRENS CHARITY | |||||||
| 600 SOUTH ADAMS ROAD SUITE 230 | BIRMINGHAM | MI | 48009 | N/A | 501(C)(3) | GENERAL USE | $400 |
| WRCJ | |||||||
| 1 CLOVER CT | WIXOM | MI | 48393 | N/A | 501(C)(3) | GENERAL USE | $350 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $47,048 | 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 | $38 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $102 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $140 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $140 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRIAN MEER | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3020 MIDDLEBELT ROAD | AddressLine1Txt |
| City | WEST BLOOMFIELD | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48323 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $40,483 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 257 SHARES OF HENRY SCHEIN INC. | NoncashPropertyDesc |
| Fair Market Value | $40,483 | FairMarketValueAmt |
| Received | 2016-11-09 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,650 | Amt |
| Net Investment Income | $825 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DONATIONS PAYABLE | Desc |
| BOY Book Value | $435 | BOYBookValueAmt |
| EOY Book Value | $350 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MICHIGAN ANNUAL REPORT FEE | CategoryTxt |
| Amt | $20 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments