Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 04-01-2020 , and ending 03-31-2021
Name of foundation
AARON & RACHEL MEYER MEMORIAL FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)10 S DEARBORN ST IL1-0111
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHICAGO, IL60603
A Employer identification number

22-6063514
B Telephone number (see instructions)

(866) 888-5157
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$7,105,736J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 151,312 151,312  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 347,346
b Gross sales price for all assets on line 6a 3,002,099
7 Capital gain net income (from Part IV, line 2)... 347,346
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 498,658 498,658  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 187,933     187,933
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule)......... Click to see attachment 3,107 0 0 3,107
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 39,260 39,260   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 8,409 309   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment 35,927     35,927
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 274,636 39,569 0 226,967
25 Contributions, gifts, grants paid....... 112,500 112,500
26 Total expenses and disbursements. Add lines 24 and 25 387,136 39,569 0 339,467
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 111,522
b Net investment income (if negative, enter -0-) 459,089
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 168,258 229,746 229,746
2 Savings and temporary cash investments......... 67,165 56,536 56,536
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 2,944,984 Click to see attachment3,076,763 4,096,213
c Investments—corporate bonds (attach schedule)....... 2,452,330 Click to see attachment2,412,819 2,406,457
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 318,266 Click to see attachment310,772 316,784
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 5,951,003 6,086,636 7,105,736
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 5,951,003 6,086,636
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 5,951,003 6,086,636
30 Total liabilities and net assets/fund balances (see instructions). 5,951,003 6,086,636
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
5,951,003
2
Enter amount from Part I, line 27a .....................
2
111,522
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
25,002
4
Add lines 1, 2, and 3 ..........................
4
6,087,527
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
891
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
6,086,636
Form 990-PF (2020)
Form 990-PF (2020)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a -5000. OCCIDENTAL PETR   2010-01-01 2020-04-07
b -5000. OCCIDENTAL PETR   2010-01-01 2020-04-08
c -5000. BOOKING HOLDING   2021-01-01 2020-04-09
d -193. ISHARES 20+ YEA   2021-01-01 2020-05-07
e -369. ISHARES 7-10 YEAR TREASURY B   2010-01-01 2020-05-07
-13801.767 MTRPLTN WST TTL RTRN BND-PLN   2010-01-01 2020-05-07
-10000. GEN ELEC CO NON   2010-01-01 2020-05-19
-6428.36 BLACKSTONE ALT   2010-01-01 2020-05-29
-10000. HSBC HOLDINGS P   2010-01-01 2020-06-09
-2000. LOCKHEED MARTIN   2010-01-01 2020-06-16
-8475.191 JPM GL RES ENH IDX FD - USD - R6 ISIN US48129C2070   2010-01-01 2020-06-23
-3000. APACHE CORP NON   2010-01-01 2020-08-18
-17000. HSBC HOLDINGS P   2010-01-01 2020-08-21
-62.89 FIDELITY 500 INDEX - INST PRM   2010-01-01 2020-08-25
-10000. ABB FIN USA INC   2010-01-01 2020-09-17
-5000. AFLAC INC SR NT   2010-01-01 2020-09-17
-5000. ALLSTATE CORP S   2010-01-01 2020-09-17
-12000. AMERN EXPRESS C   2010-01-01 2020-09-17
-10000. AMERN HONDA FIN   2010-01-01 2020-09-17
-5000. AMERN WTR CAP C   2021-01-01 2020-09-17
-5000. AMERIPRISE FINL   2010-01-01 2020-09-17
-5000. APPLE INC SR NT   2010-01-01 2020-09-17
-5000. APPLE INC 2.500   2010-01-01 2020-09-17
-15000. APPLE INC SR NT   2010-01-01 2020-09-17
-5000. AVALONBAY COMMU   2010-01-01 2020-09-17
-5000. AVALONBAY COMMU   2010-01-01 2020-09-17
-17000. BB&T CORPORATIO   2010-01-01 2020-09-17
-5000. BAKER HUGHES LL   2010-01-01 2020-09-17
-5000. BAKER HUGHES LL   2021-01-01 2020-09-17
-5000. BALTIMORE GAS &   2010-01-01 2020-09-17
-4000. BK OF AMER CORP   2010-01-01 2020-09-17
-40000. BANK OF AMERICA   2010-01-01 2020-09-17
-5000. BANK OF AMERICA   2010-01-01 2020-09-17
-6000. BK OF AMER CORP   2021-01-01 2020-09-17
-15000. BK OF NY MELLON   2021-01-01 2020-09-17
-15000. BK OF NOVA SCOT   2010-01-01 2020-09-17
-10000. BLACKROCK INC S   2021-01-01 2020-09-17
-5000. BOEING CO SR NT   2010-01-01 2020-09-17
-20000. BP CAP MARKETS   2010-01-01 2020-09-17
-9000. CENTERPOINT ENE   2010-01-01 2020-09-17
-15000. CITIGROUP INC S   2010-01-01 2020-09-17
-29000. CITIGROUP INC S   2010-01-01 2020-09-17
-5000. COCA-COLA CO/TH   2021-01-01 2020-09-17
-10000. COMCAST CORP 3.   2010-01-01 2020-09-17
-10000. COMCAST CORP 2.   2010-01-01 2020-09-17
-10000. COMERICA INC SR   2010-01-01 2020-09-17
-20000. COOPERATIEVE RA   2010-01-01 2020-09-17
-5000. COSTCO WHSL COR   2021-01-01 2020-09-17
-10000. JOHN DEERE CAP   2010-01-01 2020-09-17
-5000. DTE ELEC CO 2.6   2010-01-01 2020-09-17
-5000. WALT DISNEY COM   2021-01-01 2020-09-17
-10000. DUKE ENERGY CAR   2010-01-01 2020-09-17
-10000. ERP OPER LP SR   2010-01-01 2020-09-17
-2000. ENTERGY AR LLC   2010-01-01 2020-09-17
-10000. ENTERGY LA LLC   2010-01-01 2020-09-17
-5000. EXXON MOBIL COR   2010-01-01 2020-09-17
-8000. GEN ELEC CO SR   2010-01-01 2020-09-17
-15000. GILEAD SCIENCES   2010-01-01 2020-09-17
-25000. GOLDMAN SACHS G   2010-01-01 2020-09-17
-2000. GOLDMAN SACHS G   2010-01-01 2020-09-17
-10000. IN MI PWR SR NT   2010-01-01 2020-09-17
-5000. INVESCO FIN PLC   2010-01-01 2020-09-17
-5000. ELI LILLY & CO   2010-01-01 2020-09-17
-10000. LLOYDS BK PLC 6   2010-01-01 2020-09-17
-4000. LOCKHEED MARTIN   2010-01-01 2020-09-17
-8000. MUFG AMERICAS H   2010-01-01 2020-09-17
-5000. MANULIFE FINL C   2010-01-01 2020-09-17
-2000. MANULIFE FINANC   2010-01-01 2020-09-17
-5000. MARSH & MCLENNA   2010-01-01 2020-09-17
-5000. MEAD JOHNSON NU   2010-01-01 2020-09-17
-15000. METLIFE INC 4.3   2010-01-01 2020-09-17
-2000. METLIFE INC SR   2010-01-01 2020-09-17
-10000. MITSUBISHI UFJ   2010-01-01 2020-09-17
-15000. MITSUBISHI UFJ   2021-01-01 2020-09-17
-15000. MORGAN STANLEY   2010-01-01 2020-09-17
-25000. MORGAN STANLEY   2010-01-01 2020-09-17
-5000. NATL RURAL UTIL   2010-01-01 2020-09-17
-5000. NATL RURAL UTIL   2010-01-01 2020-09-17
-5000. NORTHN STATES P   2010-01-01 2020-09-17
-2000. NORTHERN TRUST   2010-01-01 2020-09-17
-5000. NORTHN TR CORP   2021-01-01 2020-09-17
-10000. NOVARTIS CAP CO   2021-01-01 2020-09-17
-5000. NUTRIEN LTD SR   2010-01-01 2020-09-17
-9000. ONCOR ELEC DELI   2010-01-01 2020-09-17
-25000. ORACLE CORP SR   2010-01-01 2020-09-17
-10000. ORIX CORP SR NT   2010-01-01 2020-09-17
-5000. PFIZER INC SR N   2010-01-01 2020-09-17
-5000. POTOMAC ELEC PW   2010-01-01 2020-09-17
-4000. PRIN FINL GRP 3   2010-01-01 2020-09-17
-2000. PROGRESSIVE COR   2010-01-01 2020-09-17
-5000. PROLOGIS LP 3.7   2010-01-01 2020-09-17
-10000. PRUDENTIAL FINL   2021-01-01 2020-09-17
-5000. PUB SVC CO 3.7%   2010-01-01 2020-09-17
-5000. PUB STORAGE SR   2010-01-01 2020-09-17
-5000. QUALCOMM INC SR   2010-01-01 2020-09-17
-5000. RLTY INCOME COR   2010-01-01 2020-09-17
-5000. REALTY INCOME C   2010-01-01 2020-09-17
-5000. SAN DIEGO G & E   2010-01-01 2020-09-17
-10000. SHELL INTL FIN   2010-01-01 2020-09-17
-5000. SHELL INTERNATI   2010-01-01 2020-09-17
-10000. SIERRA PAC PWR   2010-01-01 2020-09-17
-5000. SIMON PPTY GROU   2010-01-01 2020-09-17
-10000. SIMON PROPERTY   2010-01-01 2020-09-17
-5000. ST STR CORP SR   2010-01-01 2020-09-17
-10000. ST STR CORP SR   2010-01-01 2020-09-17
-15000. SUMITOMO MITSUI   2021-01-01 2020-09-17
-10000. SUMITOMO MITSUI   2010-01-01 2020-09-17
-10000. TRUIST BK SR NT   2010-01-01 2020-09-17
-6000. TX INSTRUMENTS   2010-01-01 2020-09-17
-10000. US BANCORP SR N   2010-01-01 2020-09-17
-5000. US BANCORP MTN   2010-01-01 2020-09-17
-12000. UNITEDHEALTH GR   2010-01-01 2020-09-17
-7000. VA ELEC & PWR C   2010-01-01 2020-09-17
-50000. WELLS FARGO & C   2010-01-01 2020-09-17
-10000. WESTPAC BNKG CO   2010-01-01 2020-09-17
-5000. WESTPAC BNKG CO   2021-01-01 2020-09-17
-1143. ISHARES 7-10 YEAR TREASURY B   2010-01-01 2020-09-18
-6000. HSBC HOLDINGS P   2010-01-01 2020-10-02
-257. ISHARES 7-10 YEAR TREASURY B   2010-01-01 2020-10-22
-163. JPMORGAN BETABUILDERS EUROPE ETF   2021-01-01 2020-10-22
-529. JPMORGAN BETABUILDERS EUROPE ETF   2021-01-01 2020-10-22
-821. JPMORGAN BETABUILDERS EUROPE ETF   2010-01-01 2020-10-22
-231. JPMORGAN BETABUILDERS EUROPE ETF   2010-01-01 2020-10-22
-94. SPDR S&P 500 ETF TRUST   2010-01-01 2020-10-22
-4601.989 SIX CIRCLES US   2010-01-01 2020-10-22
-533. ISHARES 7-10 YEAR TREASURY B   2010-01-01 2020-10-29
-5527.353 MTRPLTN WST TTL RTRN BND-PLN   2010-01-01 2020-10-29
-2136. VANGUARD TOTAL BOND MARKET   2021-01-01 2020-10-29
-8130.081 VANGUARD TTL INTL BND-ADM   2010-01-01 2020-10-29
-299. JPMORGAN BETABUILDERS EUROPE ETF   2010-01-01 2020-12-17
-1328. JPMORGAN BETABUILDERS EUROPE ETF   2010-01-01 2020-12-17
-967. JPMORGAN BETABUILDERS EUROPE ETF   2010-01-01 2020-12-17
-12045.162 PIMCO INVESTMEN   2010-01-01 2021-01-28
-268. SPDR S&P 500 ETF TRUST   2010-01-01 2021-01-28
-292. ISHARES 20+ YEA   2010-01-01 2021-02-12
-385. SPDR S&P 500 ETF TRUST   2010-01-01 2021-02-12
-16751.405 BLCKRCK HI YLD   2021-01-01 2021-02-23
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(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 3,250   5,050 -1,800
b 4,600   5,175 -575
c 5,052   5,318 -266
d 32,062   27,085 4,977
e 44,985   38,566 6,419
147,265   134,493 12,772
10,250   11,277 -1,027
60,748   68,242 -7,494
10,380   10,311 69
2,072   2,000 72
173,572   157,662 15,910
3,015   3,165 -150
18,070   19,439 -1,369
7,527   6,149 1,378
10,415   9,696 719
5,534   4,868 666
5,383   5,255 128
12,439   11,593 846
10,563   9,997 566
5,548   5,205 343
5,624   5,030 594
5,528   5,307 221
5,417   4,982 435
16,210   15,257 953
5,589   4,850 739
5,600   4,983 617
18,530   16,261 2,269
5,251   4,902 349
5,418   5,270 148
5,439   4,749 690
4,136   4,013 123
41,638   40,023 1,615
5,498   5,149 349
6,378   6,000 378
17,386   15,933 1,453
16,371   15,556 815
10,436   10,002 434
5,943   6,605 -662
21,657   19,720 1,937
9,908   8,941 967
16,652   14,168 2,484
31,438   29,238 2,200
5,184   4,994 190
11,107   9,731 1,376
10,795   9,156 1,639
10,850   10,094 756
20,982   20,483 499
5,151   4,989 162
11,194   9,992 1,202
5,160   4,933 227
5,975   5,811 164
12,147   9,963 2,184
10,568   10,278 290
2,113   2,002 111
11,862   11,593 269
5,553   5,149 404
8,382   8,328 54
16,506   15,458 1,048
28,373   26,217 2,156
2,198   1,999 199
11,494   9,969 1,525
5,489   4,983 506
5,828   4,992 836
10,195   11,588 -1,393
4,120   4,000 120
8,661   8,021 640
5,000   5,488 -488
2,372   2,034 338
5,314   5,023 291
5,786   5,165 621
16,716   16,364 352
2,273   2,000 273
10,355   10,043 312
17,244   16,183 1,061
17,163   15,227 1,936
27,898   24,735 3,163
5,396   5,109 287
6,041   5,172 869
5,240   5,005 235
2,321   2,109 212
5,240   4,981 259
10,794   9,987 807
5,451   4,956 495
9,827   8,884 943
26,374   25,029 1,345
11,370   10,006 1,364
5,887   4,984 903
5,466   5,291 175
4,269   3,994 275
2,184   1,999 185
5,734   5,303 431
10,447   10,157 290
5,887   4,989 898
5,828   5,000 828
5,646   4,976 670
5,424   4,657 767
5,634   4,992 642
5,406   4,984 422
10,849   10,455 394
5,566   5,152 414
10,761   10,617 144
5,424   5,217 207
10,837   9,883 954
5,688   5,252 436
10,384   9,697 687
17,143   16,313 830
10,591   9,813 778
10,882   9,997 885
6,761   5,723 1,038
10,923   10,202 721
5,575   5,000 575
12,324   12,810 -486
7,608   7,166 442
53,096   49,953 3,143
11,089   9,282 1,807
5,348   5,025 323
139,094   121,789 17,305
6,298   6,309 -11
30,892   28,632 2,260
3,759   3,681 78
12,178   11,961 217
18,997   18,628 369
5,338   5,330 8
32,392   18,132 14,260
59,136   45,882 13,254
64,196   59,395 4,801
60,193   54,058 6,135
187,376   188,465 -1,089
190,000   181,072 8,928
7,904   6,899 1,005
35,144   30,643 4,501
25,593   22,313 3,280
134,544   121,767 12,777
101,199   52,447 48,752
42,952   40,978 1,974
151,158   81,389 69,769
131,164   110,392 20,772
      17,092
      17,092
      17,092
      17,092
      17,092
      17,092
      17,092
      17,092
      17,092
      17,092
      17,092
      17,092
      17,092
      17,092
      17,092
      17,092
      17,092
      17,092
      17,092
      17,092
      17,092
      17,092
      17,092
      17,092
      17,092
      17,092
      17,092
      17,092
      17,092
      17,092
      17,092
      17,092
      17,092
      17,092
      17,092
      17,092
      17,092
      17,092
      17,092
      17,092
      17,092
      17,092
      17,092
      17,092
      17,092
      17,092
      17,092
      17,092
      17,092
      17,092
      17,092
      17,092
      17,092
      17,092
      17,092
      17,092
      17,092
      17,092
      17,092
      17,092
      17,092
      17,092
      17,092
      17,092
      17,092
      17,092
      17,092
      17,092
      17,092
      17,092
      17,092
      17,092
      17,092
      17,092
      17,092
      17,092
      17,092
      17,092
      17,092
      17,092
      17,092
      17,092
      17,092
      17,092
      17,092
      17,092
      17,092
      17,092
      17,092
      17,092
      17,092
      17,092
      17,092
      17,092
      17,092
      17,092
      17,092
      17,092
      17,092
      17,092
      17,092
      17,092
      17,092
      17,092
      17,092
      17,092
      17,092
      17,092
      17,092
      17,092
      17,092
      17,092
      17,092
      17,092
      17,092
      17,092
      17,092
      17,092
      17,092
      17,092
      17,092
      17,092
      17,092
      17,092
      17,092
      17,092
      17,092
      17,092
      17,092
      17,092
      17,092
      17,092
      17,092
      17,092
      17,092
      17,092
      17,092
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -1,800
b       -575
c       -266
d       4,977
e       6,419
      12,772
      -1,027
      -7,494
      69
      72
      15,910
      -150
      -1,369
      1,378
      719
      666
      128
      846
      566
      343
      594
      221
      435
      953
      739
      617
      2,269
      349
      148
      690
      123
      1,615
      349
      378
      1,453
      815
      434
      -662
      1,937
      967
      2,484
      2,200
      190
      1,376
      1,639
      756
      499
      162
      1,202
      227
      164
      2,184
      290
      111
      269
      404
      54
      1,048
      2,156
      199
      1,525
      506
      836
      -1,393
      120
      640
      -488
      338
      291
      621
      352
      273
      312
      1,061
      1,936
      3,163
      287
      869
      235
      212
      259
      807
      495
      943
      1,345
      1,364
      903
      175
      275
      185
      431
      290
      898
      828
      670
      767
      642
      422
      394
      414
      144
      207
      954
      436
      687
      830
      778
      885
      1,038
      721
      575
      -486
      442
      3,143
      1,807
      323
      17,305
      -11
      2,260
      78
      217
      369
      8
      14,260
      13,254
      4,801
      6,135
      -1,089
      8,928
      1,005
      4,501
      3,280
      12,777
      48,752
      1,974
      69,769
      20,772
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 347,346
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 6,381
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 6,381
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 6,381
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 5,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 4,600
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 9,600
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 3,219
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet3,219 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
Yes
 
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletNJ
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .Click to see attachment
    8b
     
    No
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletwww.armeyerfoundation.org
    14
    The books are in care ofbulletJP MORGAN CHASE BANK NA Telephone no.bullet (866) 888-5157

    Located atbullet10 S DEARBORN ST MC IL1-0117CHICAGOIL ZIP+4bullet60603
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    JANET LOWY VICE PRESIDENT
    10     		78,733    
    883 HILLTOP TERRACE
    FRANKLIN LAKES,NJ07417
    ALISSA MURPHY SECRETARY/TREASURY
    25     		77,533    
    333 BROOKSIDE AVE
    WYCKOFF,NJ07481
    THOMAS GENSCHEIMER TRUSTEE
    25     		30,000    
    333 BROOKSIDE AVE
    WYCKOFF,NJ07481
    JAKE MURPHY TRUSTEE
    25     		1,667    
    333 BROOKSIDE AVE
    WYCKOFF,NJ07481
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    6,339,629
    b
    Average of monthly cash balances.......................
    1b
    263,653
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    6,603,282
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    6,603,282
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    99,049
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    6,504,233
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    325,212
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    325,212
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    6,381
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    6,381
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    318,831
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    25,000
    5
    Add lines 3 and 4............................
    5
    343,831
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    343,831
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    339,467
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    339,467
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    339,467
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 343,831
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 0
    b From 2016...... 198,485
    c From 2017...... 186,592
    d From 2018...... 185,976
    e From 2019...... 4,453
    fTotal of lines 3a through e........ 575,506
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 339,467
    a Applied to 2019, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 339,467
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 4,364 4,364
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 571,142
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		571,142
    10 Analysis of line 9:
    a Excess from 2016.... 194,121
    b Excess from 2017.... 186,592
    c Excess from 2018.... 185,976
    d Excess from 2019.... 4,453
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    ALISSA MURPHY SECRETARYTREASRY
    333 BROOKSIDE AVE
    WYCKOFF,NJ07481
    (201) 904-2243
    bThe form in which applications should be submitted and information and materials they should include:
    SEE RETURN FOOTNOTE FOR DETAILS APPLICATIONS WILL BE ACCEPTED WITH A COPY OF IRS DETERMINATION LETTER.
    cAny submission deadlines:
    MARCH 1 ANNUALLY FOR APRIL REVIEW MEETING SEPTEMBER 1 ANNUALLY FOR OCTOBER REVIEW MEETING
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    PRIORITY IS GIVEN TO THE NORTHEASTERN NEW JERSEY AREA. FOCUS IS ON HEALTHCARE, HUMAN SERVICES, RESEARCH, EDUCATION, ANIMAL WELFARE, AND THE ARTS.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    WYCKOFF NJ POLICE DEPARTMENT
    1 SCOTT PLAZA
    WYCOFF,NJ07481     		NONE GOV PROGRAM SUPPORT 25,000
    COLUMBIA UNIVERSITY
    W 116TH ST
    NEW YORK,NY10027     		NONE PC GENERAL OPERATING 75,000
    VALLEY HOSPITAL
    223 N VAN DIEN AVE
    RIDGEWOOD,NJ074502726     		NONE PC GENERAL OPERATING 7,500
    CHRISTIAN HEALTH CARE CENTER
    816 MIDDLE ST
    PITTSBURGH,PA15212     		NONE PC GENERAL OPERATING 2,500
    NATIONAL FOUNDATION FOR ANIMAL RESCUE
    PO BOX 565
    SADLE RIVER,NJ07458     		NONE PC GENERAL OPERATING 2,500
    Total .................................bullet 3a 112,500
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities....     14 151,312  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 347,346  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   498,658  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    498,658
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 ExplnOfNonFilingWithAGStmt
    Name:
    AARON & RACHEL MEYER MEMORIAL FOUNDATION
    EIN:
    22-6063514
    Statement:
    The New Jersey Office of the Attorney General has indicated that no Forms 990-PF should be filed with the State unless a charitable organization has pre-registered with the office. Although the situs of this trust is New Jersey, it does not solicit contributions from the public and therefore it does not meet the registration requirements of the State of New Jersey. As a result, the Trust does not furnish a copy of its Form 990-PF to the State.

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    AARON & RACHEL MEYER MEMORIAL FOUNDATION
    EIN:
    22-6063514
    Name of Bond End of Year Book Value End of Year Fair Market Value
    09260B614 BLCKRCK HI YLD BND P 57,483 67,863
    464287432 ISHARES 20+ YEAR TRE 138,170 124,749
    464287440 ISHARES 7-10 YEAR TR 68,681 65,838
    54401E143 LORD ABBETT SHRT DUR 123,182 124,963
    592905764 MTRPLTN WST TTL RTRN    
    722005816 PIMCO INVESTMENT GRA    
    72201F490 PIMCO INCOME FD-INS 62,677 62,813
    83002G108 SIX CIRCLES ULTR SHR 72,896 72,960
    92203J308 VANGUARD TTL INTL BN 180,825 177,091
    56501RAB2 MANULIFE FINL CORP    
    36962G4Y7 GEN ELEC CO    
    539473AH1 LLOYDS BK PLC    
    037411AX3 APACHE CORP    
    674599BY0 OCCIDENTAL PETRLM CO    
    404280AK5 HSBC HOLDINGS PLC    
    539830AY5 LOCKHEED MARTIN CORP    
    91324PBT8 UNITEDHEALTH GROUP I    
    404280AL3 HSBC HOLDINGS PLC    
    21685WDD6 COOPERATIEVE RABOBAN    
    606822AL8 MITSUBISHI UFJ FIN G    
    404280AN9 HSBC HOLDINGS PLC    
    00037BAB8 ABB FIN USA INC    
    250847EJ5 DTE ELEC CO    
    025816BM0 AMERN EXPRESS CO    
    36962G6F6 GEN ELEC CO    
    05723KAD2 BAKER HUGHES LLC/CO-    
    86562MAX8 SUMITOMO MITSUI FINL    
    06051GGE3 BK OF AMER CORP    
    94974BFJ4 WELLS FARGO & CO    
    571748BA9 MARSH & MCLENNAN COS    
    26884ABA0 ERP OPER LP    
    665772CK3 NORTHN STATES PWR-MI    
    74251VAH5 PRIN FINL GRP    
    857477AZ6 ST STR CORP    
    29364DAR1 ENTERGY AR    
    020002AZ4 ALLSTATE CORP    
    06051GGQ6 BANK OF AMERICA CORP    
    200340AS6 COMERICA INC    
    822582AX0 SHELL INTL FIN    
    826418BJ3 SIERRA PAC PWR CO    
    59156RBB3 METLIFE INC    
    68389XBL8 ORACLE CORP    
    46132FAB6 INVESCO FIN PLC    
    828807CR6 SIMON PPTY GROUP LP    
    91159HHV5 US BANCORP    
    637432NL5 NATL RURAL UTIL COOP    
    927804FQ2 VA ELEC & PWR CO    
    737679DG2 POTOMAC ELEC PWR    
    375558AW3 GILEAD SCIENCES INC    
    86787EBC0 TRUIST BK    
    10373QAY6 BP CAP MARKETS AMER    
    037833AS9 APPLE INC    
    037833CU2 APPLE INC    
    02665WDD0 AMERN HONDA FIN    
    29365PAP7 ENTERGY LA LLC    
    828807CS4 SIMON PROPERTY GROUP    
    03076CAG1 AMERIPRISE FINL INC    
    61761JVL0 MORGAN STANLEY    
    05531FBB8 BB&T CORPORATION MTN    
    38148LAC0 GOLDMAN SACHS GROUP    
    037833AZ3 APPLE INC    
    553794AC2 MUFG AMERICAS HLDGS    
    20030NBL4 COMCAST CORP    
    68233JAZ7 ONCOR ELEC DELIVERY    
    172967MF5 CITIGROUP INC    
    822582BD3 SHELL INTERNATIONAL    
    05348EAV1 AVALONBAY COMMUNITIE    
    097023AM7 BOEING CO    
    674599CG8 OCCIDENTAL PETROLEUM    
    857477AT0 ST STR CORP    
    06051GHW2 BK OF AMER CORP    
    665859AP9 NORTHERN TRUST CORP    
    74340XBE0 PROLOGIS LP    
    59156RBQ0 METLIFE INC    
    582839AH9 MEAD JOHNSON NUTRITI    
    06051GGZ6 BANK OF AMERICA CORP    
    61746BDZ6 MORGAN STANLEY    
    30231GAT9 EXXON MOBIL CORP    
    56501RAC0 MANULIFE FINANCIAL    
    86562MAC4 SUMITOMO MITSUI FINL    
    961214CX9 WESTPAC BNKG CORP    
    797440BU7 SAN DIEGO G & E    
    059165EG1 BALTIMORE GAS & ELEC    
    001055AQ5 AFLAC INC    
    172967KY6 CITIGROUP INC    
    20030NBW0 COMCAST CORP    
    743315AR4 PROGRESSIVE CORP    
    756109AS3 RLTY INCOME CORP    
    38141GWB6 GOLDMAN SACHS GROUP    
    15189XAR9 CENTERPOINT ENER HOU    
    747525AU7 QUALCOMM INC    
    686330AJ0 ORIX CORP    
    03040WAQ8 AMERN WTR CAP C    
    882508BC7 TX INSTRUMENTS INC    
    05723KAE0 BAKER HUGHES LLC/CO-    
    05348EBC2 AVALONBAY COMMUNITIE    
    756109AU8 REALTY INCOME CORP    
    06406RAB3 BK OF NY MELLON CORP    
    741503BC9 BOOKING HOLDINGS INC    
    454889AS5 IN MI PWR    
    744448CP4 PUB SVC CO    
    637432NQ4 NATL RURAL UTIL COOP    
    26442CAX2 DUKE ENERGY CAROLINA    
    606822BH6 MITSUBISHI UFJ FIN G    
    532457BV9 ELI LILLY & CO    
    717081ET6 PFIZER INC    
    74460DAD1 PUB STORAGE    
    24422EUY3 JOHN DEERE CAP CORP    
    91159HHW3 US BANCORP    
    66989HAR9 NOVARTIS CAP CORP    
    064159MK9 BK OF NOVA SCOTIA    
    67077MAC2 NUTRIEN LTD    
    961214EH2 WESTPAC BNKG CORP    
    54401E218 LORD ABBETT HIGH YIE 176,351 205,059
    921937835 VANGUARD TOTAL BOND 127,937 122,844
    92206C771 VANGUARD MORTGAGE-BA 127,747 125,953
    92203J407 VANGUARD TOTAL INTL 454,692 446,907
    83002G702 SIX CIRCLES GLOBAL B 684,560 672,867
    83002G884 SIX CIRCLES CREDIT O 137,618 136,550

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    AARON & RACHEL MEYER MEMORIAL FOUNDATION
    EIN:
    22-6063514
    Name of Stock End of Year Book Value End of Year Fair Market Value
    315911750 FIDELITY 500 INDEX-I 1,240,899 1,788,706
    83002G306 SIX CIRCLES U.S. UNC 527,285 705,496
    78462F103 SPDR S&P 500 ETF TRU 148,074 275,053
    464287465 ISHARES MSCI EAFE ET 230,387 277,001
    46641Q696 JPMORGAN BETABUILDER 132,693 160,988
    83002G405 SIX CIRCLES INTL UNC 388,097 426,836
    46641Q720 JPMORGAN BETABUILDER 3,784 4,490
    46641Q712 JPMORGAN BETABUILDER 175,650 204,857
    48129C207 JPM GL RES ENH IDX F    
    46641Q688 JPM BTABLDRS DEV ASI 100,705 102,119
    46434G103 ISHARES CORE MSCI EM 129,189 150,667

    TY 2020 InvestmentsOtherSchedule2
    Name:
    AARON & RACHEL MEYER MEMORIAL FOUNDATION
    EIN:
    22-6063514
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    09250J734 BLACKROCK EVNT DRVN AT COST 63,650 64,225
    09257V508 BLACKSTONE ALT MULTI AT COST 119,467 115,218
    64128R608 NEUBERGER BERMAN LON AT COST 66,907 75,114
    72201U638 PIMCO MRTG OPP & BND AT COST 60,748 62,227

    TY 2020 LegalFeesSchedule
    Name:
    AARON & RACHEL MEYER MEMORIAL FOUNDATION
    EIN:
    22-6063514
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES - PRINCIPAL (ALLOCA 3,107     3,107


    TY 2020 OtherDecreasesSchedule
    Name:
    AARON & RACHEL MEYER MEMORIAL FOUNDATION
    EIN:
    22-6063514
    Description Amount
    COST BASIS ADJUSTMENT 891


    TY 2020 OtherExpensesSchedule
    Name:
    AARON & RACHEL MEYER MEMORIAL FOUNDATION
    EIN:
    22-6063514
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    REAL ESTATE EXP - NONRENTAL 35,927 0   35,927


    TY 2020 OtherIncreasesSchedule
    Name:
    AARON & RACHEL MEYER MEMORIAL FOUNDATION
    EIN:
    22-6063514
    Description Amount
    RECOVERY OF CHARITABLE DISTRIBUTION 25,000
    ROUNDING 2


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    AARON & RACHEL MEYER MEMORIAL FOUNDATION
    EIN:
    22-6063514
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMNT MNGMNT FEES (NON-DED 39,260 39,260    


    TY 2020 TaxesSchedule
    Name:
    AARON & RACHEL MEYER MEMORIAL FOUNDATION
    EIN:
    22-6063514
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL TAX PAYMENT - PRIOR YE 5,600 0   0
    FEDERAL ESTIMATES - INCOME 2,500 0   0
    FOREIGN TAXES ON QUALIFIED FOR 303 303   0
    FOREIGN TAXES ON NONQUALIFIED 6 6   0