2024-11-08T14:01:13-06:00 2023-12-31 346565596 ERNST & YOUNG US LLP 2100 ONE PPG PLACE PITTSBURGH PA 15222 990 2023-01-01 526026027 ALVINA R MYERS TRUST ALVI 4127627070 116 ALLEGHENY CENTER MALL P8YB3502L PITTSBURGH PA 15212 PNC BANK N A TAX MANAGER 4127627070 2024-11-01 true true JASON BELOT P00183464 3302555814 2024-11-01 2023 2024-10-15 13:58:12Z REBECCA POTT 116 ALLEGHENY CENTER MALL PITTSBURGH PA 15212 619335 false X N/A X 1998 DC TO PROVIDE FINANCIAL SUPPORT OF AMERICAN UNIVERSITY WASHINGTON COLLEGE OF LAW X 1 0 0 0 0 0 0 517967 262948 426 101 518393 263049 240132 20624394 0 142278 81747 0 0 33794 12829 416204 20718970 102189 -20455921 14998921 56600 0 0 14998921 56600 TO PROVIDE FINANCIAL SUPPORT OF AMERICAN UNIVERSITY WASHINGTON COLLEGE OF LAW false false 20640743 20624394 TO PROVIDE FINANCIAL SUPPPORT OF THE AMERICAN UNIVERSITY WASHINGTON COLLEGE OF LAW 20640743 true false false false false false false false false false false false false false false false false false false false false false false false false false false true false false false false false false false false false false false false false true false true false false false true 0 0 true 0 false false false false false false false false false false false false false X 1 0 false false false false false false false false false false false true true true true false true false false false DC X PNC BANK NA 4127627070 116 ALLEGHENY CENTER MALL PITTSBURGH PA 15212 PNC BANK NA TRUSTEE 19.0 0.0 X 81747 0 0 81747 0 0 false false false 255827 255827 363407 356286 7121 7121 7121 Hatteras Partnership Income 900099 101 101 101 263049 263049 20624394 20624394 81747 16349 65398 4004 4004 Foreign Taxes 5735 5735 ADR Service Fees 2936 2936 Hatteras Partnership Expenses 11 11 Class Action Filing Fees 143 143 20718970 20640743 78227 0 1178235 89 13820686 56511 14998921 56600 0 0 X 56600 14998921 14998921 56600 14998921 56600 X -20455921 5513600 X false false false X X 2 JS & AR MYERS FDN LEGAL EDUC TR BENEFIT OF AMERICAN UNI 237336421 10 true 20624394 0 AMERICAN UNIVERSITY WASHINGTON COLLEGE OF LAW 530196549 2 true 0 0 2 20624394 0 true false false false false false false false false false false true false false false false true false true 0 0 400330 255827 400330 255827 0 147616 78227 0 252714 177600 19669847 10585153 0 0 19669847 10585153 0 0 19669847 10585153 295048 158777 19374799 10426376 678118 364923 0 678118 364923 252714 214807 678118 678118 0 678118 20624394 0 16349 0 0 0 20640743 20624394 678118 1.0 678118 0 0 0 0 174804 268588 443392 0 443392 0 0 20640743 0 234726 20406017 0 0 20406017 0 0 0 0 20406017 QUESTION 2 THE ALVINA R MYERS TRUST UA MAINTAINS A CLOSE AND CONTINUOUS WORKING R ELATIONSHIP WITH THE SUPPORTED ORGANIZATION BY HOLDING MEETINGS TO DIS CUSS INVESTMENTS AND THE GENERAL OPERATION OF THE TRUST, INCLUDING THE DISBURSEMENT OF FUNDS, TIMING OF GRANTS AND NEEDS OF THE SUPPORTED OR GANIZATION WITHIN THE TERMS OF THE TRUST AGREEMENT. QUESTION 2 CONTINUED IN ADDITION THE ALVINA R MYERS TRUST UA PROVIDES MONTHLY STATEMENTS THAT OUTLINE THE HOLDINGS AND ACTIVITIES OF THE TRUST AND THE INFORMATION REQUIRED AS PART OF THE ANNUAL NOTIFICATION REQUIREMENT. LINE 8 THE ALVINA R MYERS TRUST TRANSFERRED OVER 25% OF ITS ASSETS TO A RELATED ORGANIZATION, THE JOHN S AND ALVINA R MYERS FOUNDATION, PER THE TERMS OF THE GOVERNING INSTRUMENT. THE RELATED ORGANIZATION PROVIDES FUNDS FOR FINANCIAL SUPPORT OF THE AMERICAN UNIVERSITY LAW PROGRAM. Part VI Sec D line 3 While the supported organization relies on the experience and expertise of the Institutional Trustee to invest and manage the investments in the Trust, due to the close and continuous relationship, the supported organization has a significant voice in investment decisions. true JS & AR MYERS FDN LEGAL EDUC TR BENEFIT OF AMERICAN UNIVERSITY LAW C/O PNC BANK 116 ALLEGHENY CENTER PITTSBURGH PA 15212 237336421 501(C)(3) 1711093 18913301 FMV PROVIDE FINANCIAL SUPPORT TO AMERICAN UNIVERSITY WASHINGTON COLLEGE OF LAW 1 EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2 ALVINA R MYERS TRUST UA IS A TRUST FUND THAT DISBURSES FUNDS ONLY TO QUALIFYING CHARITABLE ORGANIZATIONS AS DIRECTED BY THE TRUST'S GOVERNING INSTRUMENT TO BE USED ONLY IN ACCORDANCE WITH THE GOVERNING INSTRUMENT. CASH AND VARIOUS SECURITIES 2023-07-18 20624394 FMV 237336421 JS AR MYERS FDN LEGAL EDUC TR BEN C/O PNC BANK 116 ALLEGHENY CENTER PITTSBURGH PA 15212 501C3 EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a ALVINA R MYERS TRUST IS A TRUST FUND AND HAS NO WRITTEN POLICY REGARDING DOCUMENTATION OF MEETINGS AND WRITTEN ACTIONS OF ITS GOVERNING BODY AND COMMITTEES WITH AUTHORITY TO ACT ON ITS BEHALF. EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b ALVINA R MYERS TRUST IS A TRUST FUND AND HAS NO WRITTEN POLICY REGARDING DOCUMENTATION OF MEETINGS AND WRITTEN ACTIONS OF ITS GOVERNING BODY AND COMMITTEES WITH AUTHORITY TO ACT ON ITS BEHALF. FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW PNC BANK AS SOLE TRUSTEE OF THE TRUST PREPARES THE TAX RETURN FOR THIS TRUST, THUS FORM 990 IS PREPARED BY THE GOVERNING BODY. EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c THE CONFLICT OF INTEREST POLICY OF PNC CHARITABLE TRUST REQUIRES AN ANNUAL AFFIRMATION THAT IT HAS BEEN RECEIVED, READ, UNDERSTOOD AND AGREED TO BE COMPLIED WITH. IN ADDITION THE POLICY REQUIRES AN ANNUAL DISCLOSURE OF THE EXISTENCE AND NATURE OF ANY AFFILIATION IN WHICH A PARTY WOULD BE CONSIDERED AN "INTERESTED PERSON" UNDER THE POLICY. FORM 990, PAGE 6, PART VI, LINE 19 FORM 990 AND RELATED FINANCIAL STATEMENTS ARE MADE AVAILABLE THROUGH REQUEST. EXPLANATION FOR FORM 990, PART XI, LINE 9 2022 Transaction Posted in 2023 $12,617; FMV to BV Adjustment $5,503,187; Cost Basis Adjustment ($2,204) JS & AR MYERS FDN LEGAL EDUC TR BENEFIT OF AMERICAN UNIVERSITY LAW C/O PNC BANK 116 ALLEGHENY CENTER M PITTSBURGH PA 15212 237336421 SUPPORTING AMERICAN UNIVERSITY DC 501(C)(3) 12 N/A false THE AMERICAN UNIVERSITY WASHINGTON COLLEGE OF LAW 4400 MASSACHUSETTS AVE N WASHINGTON DC 20016 530196549 EDUCATION SERVICES DC 501(C)(3) 2 N/A false false true false false false false false false false false false false false false false false false false false JS & AR MYERS FDN LEGAL EDUC TR BENEFIT OF AMERICAN UNIVERSITY LAW b 20624394 FMV