DENISE & WILLIAM MEYER FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- DENISE & WILLIAM MEYER FOUNDATION (EIN 65-6117970)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202423209349102087
- Schema version
- 2023v5.1
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-15T09:46:53-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 871353108 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EISNER ADVISORY GROUP LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 505 SOUTH FLAGLER DRIVE SUITE 900 | AddressLine1Txt |
| City | WEST PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 656117970 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WILLIAM A MEYER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 5616896601 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1601 BELVEDERE RD SUITE 407 SOUTH | AddressLine1Txt |
| City | WEST PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33406 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM A MEYER | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 5616896601 | PhoneNum |
| Signature | 2024-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ADAM SLAVIN | PreparerPersonNm |
| PTIN | P01593487 | PTIN |
| Phone | 5618329292 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,943,309 | 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 | $210,270 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $4,821 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,821 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $11,686 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $11,686 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $220,899 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $515,698 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $55,354 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $12,295 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $20,375 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $459,971 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $92,236 | 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 | $5,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $4,204 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $204 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,448 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $298 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $11,652 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,502 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $517,146 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $517,146 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $528,798 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,502 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $517,146 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$68,827 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $86,734 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $296,939 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $21,110 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $21,110 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,037,669 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,106,028 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,106,028 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $26,883 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $29,087 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $29,087 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $1,649,095 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,787,084 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,787,084 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,010,586 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,943,309 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,943,309 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,550 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,550 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,544,634 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,544,634 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,465,952 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,397,125 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,010,586 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,941,759 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,010,586 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,943,309 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,010,586 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$68,827 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,941,759 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,941,759 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 3,250 SHS NEXTERA ENERGY | 2023-05-15 | 2023-05-16 | $200,551 | $200,850 | -$299 | -$299 |
| PUBLICLY TRADED SECURITIES | $92,014 | $106,982 | -$14,968 | -$14,968 | ||
| PUBLICLY TRADED SECURITIES | $223,133 | $152,512 | $70,621 | $70,621 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $55,354 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,206 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,206 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,206 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,044 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,044 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,838 | OverpaymentAmt |
| Applied To ES Tax | $4,838 | 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 | FL | 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 | WILLIAM MEYER | IndividualWithBooksNm |
| Phone | 5616896601 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1601 BELVEDERE ROAD STE 407S | AddressLine1Txt |
| City | WEST PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33406 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM A MEYER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1601 BELVEDERE ROAD 407-S | AddressLine1Txt |
| City | WEST PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33406 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | DIRECTOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | $1,157,623 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $153,799 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,311,422 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,311,422 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $19,671 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,291,751 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $64,588 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $64,588 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,206 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,206 | TotalTaxAmt |
| Distributable Before Adj | $63,382 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $63,382 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $63,382 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $517,146 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $517,146 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $63,382 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $161,993 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $355,143 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $331,002 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $333,835 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $264,323 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,446,296 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $517,146 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $63,382 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $453,764 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,900,060 | 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 | $161,993 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,738,067 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $355,143 | ExcessFromYear4Amt |
| Excess From Year3 | $331,002 | ExcessFromYear3Amt |
| Excess From Year2 | $333,835 | ExcessFromYear2Amt |
| Excess From Year1 | $264,323 | ExcessFromYear1Amt |
| Excess From Current Year | $453,764 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WILLIAM A MEYER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ANTI-DEFAMATION LEAGUE | |||||||
| 605 THIRD AVENUE | NEW YORK | NY | 101583560 | NOT RELATED | PUBLIC CHARITY | GENERAL | $5,000 |
| BIG DOG RANCH RESCUE INC | |||||||
| 14444 OKEECHOBEE BLVD | LOXAHATCHEE GROVES | FL | 33470 | NOT RELATED | PUBLIC CHARITY | GENERAL | $300 |
| BIRTHRIGHT ISRAEL | |||||||
| 711 THIRD AVENUE 10TH FLOOR | NEW YORK | NY | 10017 | NOT RELATED | PUBLIC CHARITY | GENERAL | $1,000 |
| CANCER ALLIANCE OF HELP & HOPE | |||||||
| 44 COCOANUT ROW T-10 | PALM BEACH | FL | 33480 | NOT RELATED | PUBLIC CHARITY | GENERAL | $2,345 |
| CENTER FOR CREATIVE EDUCATION | |||||||
| 2400 METROCENTRE BLVD | WEST PALM BEACH | FL | 33407 | NOT RELATED | PUBLIC CHARITY | GENERAL | $1,500 |
| CHELSEA MORRISON FOUNDATION | |||||||
| 222 LAKEVIEW AVE | WEST PALM BEACH | FL | 33401 | NOT RELATED | PUBLIC CHARITY | GENERAL | $250 |
| COMMUNITY FOUNDATION OF PALM BEACH AND MARTIN COUNTIES | |||||||
| 700 SOUTH DIXIE HIGHWAY SUITE 200 | WEST PALM BEACH | FL | 33401 | NOT RELATED | PUBLIC CHARITY | GENERAL | $4,550 |
| COX SCIENCE CENTER & AQUARIUM | |||||||
| 4801 DREHER TRAIL NORTH | WEST PALM BEACH | FL | 33405 | NOT RELATED | PUBLIC CHARITY | GENERAL | $4,750 |
| CRAZY HORSE MEMORIAL FOUNDATION | |||||||
| 12151 AVENUE OF THE CHIEFS | CRAZY HORSE | SD | 577308900 | NOT RELATED | PUBLIC CHARITY | GENERAL | $100 |
| DREYFOOS SCHOOL OF THE ARTS FOUNDATION | |||||||
| PO BOX 552 | WEST PALM BEACH | FL | 33402 | NOT RELATED | PUBLIC CHARITY | GENERAL | $500 |
| FAMILY SERVICES | |||||||
| 4101 PARKER AVE | WEST PALM BEACH | FL | 33405 | NOT RELATED | PUBLIC CHARITY | GENERAL | $750 |
| GEORGETOWN UNIVERSITYANNUAL LAW FUND | |||||||
| 600 NEW JERSEY AVENUE NW | WASHINGTON | DC | 200012075 | NOT RELATED | PUBLIC CHARITY | GENERAL | $10,000 |
| HISTORICAL SOCIETY OF PALM BEACH COUNTY | |||||||
| 300 N DIXIE HWY | WEST PALM BEACH | FL | 33401 | NOT RELATED | PUBLIC CHARITY | GENERAL | $1,500 |
| JEWISH FEDERATION OF PALM BEACH COUNTY | |||||||
| 1 HARVARD CIRCLE SUITE 100 | WEST PALM BEACH | FL | 33409 | NOT RELATED | PUBLIC CHARITY | GENERAL | $216,067 |
| JUNIOR ACHIEVEMENT OF THE PALM BEACHES & TREASURE COAST | |||||||
| 6903 VISTA PARKWAY NORTH SUITE 10 | WEST PALM BEACH | FL | 33411 | NOT RELATED | PUBLIC CHARITY | GENERAL | $1,000 |
| KRAVIS CENTER FOR THE PERFORMING ARTS | |||||||
| 701 OKEECHOBEE BLVD | WEST PALM BEACH | FL | 33401 | NOT RELATED | PUBLIC CHARITY | GENERAL | $200,000 |
| LEEDS ENDOWMENT | |||||||
| 435 SOUTHERN BOULEVARD | WEST PALM BEACH | FL | 33405 | NOT RELATED | PUBLIC CHARITY | GENERAL | $300 |
| MEYER ARTHUR I JEWISH ACADEMY | |||||||
| 5225 HOOD ROAD | PALM BEACH GARDENS | FL | 33418 | NOT RELATED | PUBLIC CHARITY | GENERAL | $1,700 |
| PALM BEACH CIVIC ASSOCIATION | |||||||
| 139 NORTH COUNTY ROAD SUITE 33 | PALM BEACH | FL | 33480 | NOT RELATED | PUBLIC CHARITY | GENERAL | $5,200 |
| PALM BEACH COUNTRY CLUB FOUNDATION | |||||||
| 760 N OCEAN BLVD | PALM BEACH | FL | 33480 | NOT RELATED | PUBLIC CHARITY | GENERAL | $2,000 |
| PALM BEACH FELLOWSHIP OF CHRISTIANS & JEWS | |||||||
| 139 NORTH COUNTY ROAD SUITE 36 | PALM BEACH | FL | 33480 | NOT RELATED | PUBLIC CHARITY | GENERAL | $12,550 |
| PALM BEACH POLICE & FIRE FOUNDATION | |||||||
| 139 NORTH COUNTY ROAD 28 | PALM BEACH | FL | 33480 | NOT RELATED | PUBLIC CHARITY | GENERAL | $2,700 |
| PALM BEACH SYMPHONY | |||||||
| 400 HIBISCUS STREET SUITE 100 | WEST PALM BEACH | FL | 33401 | NOT RELATED | PUBLIC CHARITY | GENERAL | $5,000 |
| SCRIPPS RESEARCH INSTITUTE | |||||||
| 130 SCRIPPS WAY 4B2 | JUPITER | FL | 33458 | NOT RELATED | PUBLIC CHARITY | GENERAL | $1,500 |
| SELFLESS LOVE FOUNDATION | |||||||
| 1095 MILITARY TRAIL | JUPITER | FL | 33458 | NOT RELATED | PUBLIC CHARITY | GENERAL | $1,000 |
| SUITS FOR SENIORS | |||||||
| 251 W 11TH ST UNIT 904 | RIVIERA BEACH | FL | 33404 | NOT RELATED | PUBLIC CHARITY | GENERAL | $2,250 |
| THE FUND FOR WEST PALM BEACH POLICE | |||||||
| 600 BANYAN BLVD STE 100 | WEST PALM BEACH | FL | 33401 | NOT RELATED | PUBLIC CHARITY | GENERAL | $20,000 |
| TOWN OF PALM BEACH UNITED WAY | |||||||
| 44 COCOANUT ROW M201 | PALM BEACH | FL | 33480 | NOT RELATED | PUBLIC CHARITY | GENERAL | $3,334 |
| WASHINGTON INSTITUTE FOR NEAR EAST POLICY | |||||||
| 1111 19TH STREET NW SUITE 500 | WASHINGTON | DC | 20036 | NOT RELATED | PUBLIC CHARITY | GENERAL | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $517,146 | 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 | $4,821 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,686 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $20,375 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $220,899 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED INVESTMENT APPREC./(DEPREC.) | Desc |
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$8,080 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $249,701 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $249,701 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| WILLIAM A MEYER | |||||||
| 1 | 1601 BELVEDERE RD STE 407S | WEST PALM BEACH | FL | 33406 | $200,850 | Yes (X) | |
| SYDELLE F MEYER CLAT DTD 12272004 | |||||||
| 2 | 1601 BELVEDERE RD STE 407S | WEST PALM BEACH | FL | 33406 | $9,420 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 3250 SHARES NEXTERA ENERGY PARTNERS LP | NoncashPropertyDesc |
| Fair Market Value | $200,850 | FairMarketValueAmt |
| Received | 2023-05-15 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PLANNING, RETURN PREPARATION, ETC | CategoryTxt |
| Amt | $5,000 | Amt |
| Net Investment Income | $5,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (20 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ATLASSIAN CORPORATION PLC | $108,464 | $108,464 |
| CAE INC | $17,812 | $17,812 |
| CHART INDS INC | $41,444 | $41,444 |
| CITIGROUP GLOBAL MARKETS L/O TC-CYN EFA IWM SPY | $235,000 | $235,000 |
| CORE & MAIN INC | $21,054 | $21,054 |
| FRANCO NEV CORP | $25,819 | $25,819 |
| HDFC BANK LTD SPON ADS | $41,877 | $41,877 |
| HEICO CORP | $39,171 | $39,171 |
| ICICI BANK LIMITED SPON ADR | $26,653 | $26,653 |
| INTEL CORP | $20,301 | $20,301 |
| KLAVIYO INC | $1,972 | $1,972 |
| KNIFE RIVER CORP | $32,428 | $32,428 |
| MARTIN MARIETTA MATERIALS INC | $51,388 | $51,388 |
| POOL CORP | $120,809 | $120,809 |
| PROCORE TECHNOLOGIES INC | $28,934 | $28,934 |
| QUANTA SERVICES | $59,777 | $59,777 |
| QUANTERIX CORP | $26,793 | $26,793 |
| SITEONE LANDSCAPE SUPPLY INC | $38,025 | $38,025 |
| SNOWFLAKE INC | $13,532 | $13,532 |
| TRANSDIGM GROUP INC | $154,775 | $154,775 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | VANECK VECTORS ETF TR GOLD MINERS ETF | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $29,087 | BookValueAmt |
| EOYFMV | $29,087 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| LIFE INSURANCE POLICIES | $1,649,095 | $1,762,084 | $1,762,084 |
| PREPAID EXPENSE AMEX | $0 | $25,000 | $25,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ACCOUNT FEES | $48 | $48 | $0 |
| MEMBER FEES | $250 | $250 | $0 |
| COUVERT CHARGES/DEDUCTIONS | $2,150 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| UBS FINANCIAL SERVICES ACCT # 3K-04067 | $20,375 | $20,375 | $20,375 |
| UNREALIZED INVESTMENT APPREC./(DEPREC.) | -$8,080 | -$8,080 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER LIABILITIES | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $1,550 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $4,000 | $0 | $0 |
| FOREIGN TAX W/H ON DIVIDENDS | $204 | $204 | $0 |