Fred R Meyer Charitable Trust FY2023 filing

Tax-deductible

San Jose, CA501(c)(3)Foundations & GrantmakersEIN 27-7055532Revenue $58K in FY2023

On file with the IRS5821 Recife Way, 95120-1731 · San Jose, CATax-exempt since Aug 2011Private non-operating foundation

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501(c)(3) charity; gifts are tax-deductible.
Status: IRS Pub. 78

Before you give

FY2023 · Form 990-PFIndependent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990-PF
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 5
filings with a surplus
Average surplus $25K a year · 43% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
990-PF Pt I · 5 filings
Cash reserves
7 mo
of spending, in cash
Looks good: 7.1 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
990-PF Pt II
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$58K
+454% vs prior year
Spent
$53K
Net assets
$719K
By yearFY2020–FY2024
Revenue
$58K
FY2023▲ +454%
Tap a bar for its year
Revenue by fiscal year
FY2020$144K
FY2021$34K
FY2022$10K
FY2023$58K
FY2024$50K
Expenses
$53K
FY2023▲ +9%
Tap a bar for its year
Expenses by fiscal year
FY2020$181
FY2021$20K
FY2022$49K
FY2023$53K
FY2024$47K
Net assets
$719K
FY2023▲ +1%
Tap a bar for its year
Net assets by fiscal year
FY2020$710K
FY2021$749K
FY2022$710K
FY2023$719K
FY2024$722K

From the FY2023 Form 990 · see the original

Form 990 (PDF) Claim
You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Aug 2011.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

What each dollar paid for.

Grants & contributions paid 86% · $46K Operating & administrative 14% · $7K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

2 people listed on the 990-PF.

Part VII, Section A · reportable compensation · most recent filed roster (FY2021); the FY2023 filing did not itemize Part VII
$0Pt VII · Sec A
$0Pt VII · Sec A
See Fred R Meyer Charitable Trust executive salaries →

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Programs and updates

A private foundation based in San Jose, CA.

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Provided by the organization

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Grants and how to apply

Who it funds, and how to ask.

Who They Fund

Part XV · grants paid · 25 grants · $36K · 2024–2024
Roman Catholic Bishop of San JoseFY2024$6,800
Archbishop Mitty High SchoolFY2024$5,000
Roman Catholic Bishop of RenoFY2024$2,500
St Lucy SchoolCA · FY2024$2,000
I Got You RenoNV · FY2024$2,000
St Jude Childrens HospitalFY2024$2,000
Boys Girls Club of San JoseFY2024$1,500
American Cancer SocietyFY2024$1,000
Little Flower SchoolFY2024$1,000
Washoe County Honorary Sheriffs AssFY2024$1,000
Turning Wheels for KidsFY2024$1,000
MD Anderson Cancer CenterFY2024$1,000
Childrens Discovery MuseumWA · FY2024$1,000
Jw HouseCA · FY2024$1,000
Shriners HospitalFY2024$1,000
The Aubri Brown ClubNE · FY2024$1,000
See all 25 grants →

Grantmaking Profile

Patterns in foundation giving
Distinct granteesPart XV11
Average grantPart XV$1K
Median grantPart XV$1K
Largest grantPart XV$7K
Top cause focusNTEEAnimals (16%)

By the numbers

The FY2023 990-PF, line by line.

1The main four
Money in
$58K
Investment income$39K
Gifts and grants$18K
Other income$878
Money out
$53K
Grants paid$46K
Running costs$7K
Owns and owes
$719K
net assets
Cash and savings$32K
Total assets$719K
Liabilities$0
People
2
listed
Paid0
2In more detail
Revenue in detail
Gifts and grants$18K
Investment income$39K
Other income$878
Total revenue$58K
Assets in detailEnd of year
Cash and savings together$32K
Total assets$719K
Liabilities$0
Net assets$719K
Operations
Fiscal year endsDecember

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $50K$47K$4K$722K 990 PDF
FY2023 Viewing $58K$53K$4K$719K 990 PDF
FY2022 $10K$49K−$39K$710K 990 PDF
FY2021 $34K$20K$14K$749K 990 PDF
FY2020 $144K$181$144K$710K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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