Fred R Meyer Charitable Tr
- Assets
- $749.1k
- Revenue
- $33.8k
- Investments
- $399.7k
- Employees
- 0
- Location
- San Jose, CA
- Founding
- 08/2011
- Data as of
- 12/2021
- EIN
- 27-7055532
Organization Overview
Fred R Meyer Charitable Tr is located in San Jose, CA. The organization was established in 2011. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Fred R Meyer Charitable Tr is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Fred R Meyer Charitable Tr generated $33.8k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 4 years, the organization has seen revenues fall by an average of (18.7%) each year. All expenses for the organization totaled $20.3k during the year ending 12/2021. As we would expect to see with falling revenues, expenses have declined by (33.0%) per year over the past 4 years. You can explore the organizations financials more deeply in the financial statements section below.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2021
Describe the Organization's Program Activity:
Part 3 - Line 4a
N/A
N/A
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Lisa A Enfantino Trustee | 0 | $0 | |
Stephen M Meyer Trustee | 0 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $25 |
| Dividends & Interest | $4,501 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $29,306 |
| Capital Gain Net Income | $29,306 |
| Net ST Capital Gain | $12,205 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $33,832 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $144 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $6 |
| Other expenses | $50 |
| Total operating and administrative expenses | $200 |
| Contributions, gifts, grants paid | $20,100 |
| Total expenses and disbursements | $20,300 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $349,386 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $87,723 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $749,063 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Fred R Meyer Charitable Tr has awarded $20,100 in support to 3 organizations.
| Grant Recipient | Amount |
|---|---|
San Francisco, CA PURPOSE: EDUCATIONAL SCHOLARSHIP | $10,000 |
San Francisco, CA PURPOSE: EDUCATIONAL SCHOLARSHIP | $10,000 |
SAN JOSE POLICE OFFICERS ASSN CF PURPOSE: PROVIDE FINANCIAL SUPPORT TO VARIOUS CHARITABLE ORGANIZATIONS IN COMMUNITIES SERVED BY THE CITY POLICE DEPARTMENT. | $100 |
Grants Recieved
Over the last fiscal year, we have identified 1 grants that Fred R Meyer Charitable Tr has recieved totaling $5,500.
| Awarding Organization | Amount |
|---|---|
South Everett Mukilteo Rotary Foundation Everett, WA PURPOSE: YOUTH DEVELOPMENT/K-12 EDUCATION GRANTS FOR SUPPORT PROGRAMS AND ORGANIZATIONS THAT HELP YOUTH BUILD CHARACTER, INCREASE SELF ESTEEM, DEVELOP LEADERSHIP AND SOCIAL SKILLS, AND PARTICIPATE IN CONSTRUCTIVE LIFE EXPERIENCES. | $5,500 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
James G Boswell Foundation Pasadena, CA | $149,317,114 | $5,540,300 |
Dj And T Foundation San Marino, CA | $47,605 | $2,666,565 |
Terasaki Family Foundation Los Angeles, CA | $55,847,762 | $8,456,920 |
The Green Foundation Pasadena, CA | $146,510,073 | $6,369,927 |
Winifred Stevens Foundation Tempe, AZ | $145,980,607 | $5,750,312 |
Smidt Foundation Beverly Hills, CA | $297,009,974 | $102,197,850 |
Arizona Sheet Metal Trade Trust Fund Phoenix, AZ | $16,953,948 | $8,730,285 |
Baker Street Foundation San Francisco, CA | $111,419,700 | $19,294,792 |
Pivotal Foundation Phoenix, AZ | $29,461,930 | $23,938,101 |
Fletcher Jones Foundation Pasadena, CA | $171,018,850 | $2,557,259 |
Angell Foundation Los Angeles, CA | $118,335,921 | $5,741,529 |
Ben And Catherine Ivy Foundation Scottsdale, AZ | $302,350,252 | $12,975,372 |