WAYNE W DYER FAMILY FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
WAYNE W DYER FAMILY FOUNDATION (EIN 82-2872607)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-09-06
IRS object ID
201912499349100511
Schema version
2018v3.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-09-06T14:22:52-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN651083521PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Holyfield & Thomas LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1125 Butler StreetAddressLine1Txt
CityWest Palm BeachCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33407ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN822872607EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Wayne W Dyer Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWAYNBusinessNameControlTxt
Phone5617461002PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14580 NW 24th AvenueAddressLine1Txt
CityBoca RatonCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33431ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMarcelene DyerPersonNm
Person TitleTrusteePersonTitleTxt
Phone5612416556PhoneNum
Signature2019-08-22SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBASIL J ZALOOMPreparerPersonNm
PTINP00002422PTIN
Phone5616896000PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address173.9.132.9IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-08-22IPDt
IP Tm17:00:43IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device IdF73F77308AB3462D69C857D0A19F2C5907A60AB2AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$5,162,649FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$2,209,717ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$72,883DividendsRevAndExpnssAmt
Dividends Net Invst Incm$68,371DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$377NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,810,065GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$377CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$346,506OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$346,506OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$2,629,483TotalRevAndExpnssAmt
Total Net Invst Incm$415,254TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$10,533LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$10,533LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$5,048AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$5,048AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$9,825OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$9,825OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$14,322TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$810TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$810TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$175,777OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$175,777OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$216,315TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$190,650TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$11,343TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$18,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$18,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$234,315TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$190,650TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$29,343TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$2,395,168ExcessRevenueOverExpensesAmt
Net Investment Income$224,604NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$2,796,281CashBOYAmt
Cash EOY$129,060CashEOYAmt
Cash EOYFMV$129,060CashEOYFMVAmt
US Government Obligations BOY$147,978USGovernmentObligationsBOYAmt
US Government Obligations EOY$0USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$0USGovtObligationsEOYFMVAmt
Corporate Stock BOY$0CorporateStockBOYAmt
Corporate Stock EOY$1,345,929CorporateStockEOYAmt
Corporate Stock EOYFMV$1,182,869CorporateStockEOYFMVAmt
Corporate Bonds BOY$0CorporateBondsBOYAmt
Corporate Bonds EOY$1,830,328CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,816,610CorporateBondsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$2,209,717LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$175,607LandBldgEquipAccumDeprecAmt
Land BOY$0LandBOYAmt
Land EOY$2,034,110LandEOYAmt
Land EOYFMV$2,034,110LandEOYFMVAmt
Total Assets BOY$2,944,259TotalAssetsBOYAmt
Total Assets EOY$5,339,427TotalAssetsEOYAmt
Total Assets EOYFMV$5,162,649TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$2,944,259CapitalStockBOYAmt
Capital Stock EOY$5,339,427CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,944,259TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$5,339,427TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,944,259TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$5,339,427TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,944,259TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$2,395,168ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$5,339,427SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$5,339,427TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
Bonds/Stock2018-01-012018-12-31$209,726$238,498-$28,772-$28,772
Bonds/Stock2018-01-012018-12-31$1,563,624$1,571,190-$7,566-$7,566
Capital Gains Dividends$36,715$36,715$36,715P
FieldValueIRS element (for citing)
Capital Gain Net Income$377CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$0AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,733,716NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.000000DistributionYr1Rt
Total Distribution0.000000TotalDistributionRt
Average Distribution0.000000AverageDistributionRt
Net Vl Noncharitable Assets$4,991,842NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$0AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$2,246NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$2,246AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$29,343QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$2,246InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,246SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,246TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$8,600EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$8,600TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$6,354OverpaymentAmt
Applied To ES Tax$6,354AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksMarcelene DyerIndividualWithBooksNm
Phone5612416556PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line14580 NW 24th AvenueAddressLine1Txt
CityBoca RatonCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33431ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Marcelene Dyer
4580 NW 42th AveBoca RatonFL334318408Trustee1.00$0$0$0
Tracy Dyer
4336 Abbott Avenue SouthMinneapolisMN55410Trustee1.00$0$0$0
Saje Dyer
4580 NW 42th AveBoca RatonFL33431Trustee1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,157,889AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$875,861AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$2,034,110FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$5,067,860TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$5,067,860AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$76,018CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,991,842NetVlNoncharitableAssetsAmt
Minimum Investment Return$249,592MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$249,592MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,246TaxBasedOnInvestmentIncomeAmt
Total Tax$2,246TotalTaxAmt
Distributable Before Adj$247,346DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$247,346DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$247,346DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$29,343ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$29,343QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$2,246PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$27,097AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$247,346DistributableAsAdjustedAmt
Undistributed Income PY$17,986UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$29,343QualifyingDistributionsAmt
Applied To Year1$17,986AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$11,357AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$235,989UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)

Address Line1RecipientUSAddress/AddressLine1TxtAddress Line2RecipientUSAddress/AddressLine2TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Hazelden Betty Ford Foundation
15251 Pleasany Valley Rd RW-7 POBox 11Center CityMN550120011PCGeneral Operating$1,000
Theatre L Homme Dieu
PO Box 1086AlexandriaMN56308PCGeneral Operating$1,000
Community Classroom Project
102 N Swinton AveDelray BeachFL33444PCGeneral Operating$2,000
Walking with Anthony
9903 Santa Monica BlvdBeverly HillsCA90212PCGeneral Operating$2,000
Everytown for Gun Safety Action Fund Inc
PO Box 4184New YorkNY10163PCGeneral Operating$4,000
Baby2Baby
6435 Wilshire BlvdLos AngelesCA90048PCGeneral Operating$2,000
Food for the Poor Inc
6401 Lyons RoadCoconut CreekFL33073PCGeneral Operating$1,000
SOS Children's Village of Florida Inc
3681 NW 59th PlaceCoconut CreekFL33073PCGeneral Operating$1,000
Equal Justice Initiative
122 Commerce StMontgomeryAL36104PCGeneral Operating$2,000
In the Rooms Foundation Inc
4800 Alpine Place Suite 12Las VegasNV89107PCGeneral Operating$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$18,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$72,883ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion15ExclusionCd
Exclusion$346,506ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$377ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$419,766ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$419,766TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1Estate of Wayne W DyerBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line14580 NW 24 AveAddressLine1Txt
CityBoca RatonCityNm
State AbbreviationFLStateAbbreviationCd
ZIP334318404ZIPCd
FieldValueIRS element (for citing)
Total Contributions$2,209,717TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyRoyalties Revenue Stream - Wayne W. DyerNoncashPropertyDesc
Fair Market Value$2,209,717FairMarketValueAmt
Received2018-01-01ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAccounting FeesCategoryTxt
Amt$5,048Amt
Net Investment Income$5,048NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Amortization Schedule AmortizationSchedule

Amortization Schedule Detail AmortizationScheduleDetail

FieldValueIRS element (for citing)
Amortized ExpensesRoyalties Intangible - Carryover BasisAmortizedExpensesDesc
Acquired Completed Or Expended2018-01-01AcquiredCompletedOrExpendedDt
Amortized$2,209,717AmortizedAmt
Amortization Period151.000000000000AmortizationPeriodRt
Current Year Amortization$175,607CurrentYearAmortizationAmt
Net Investment Income$175,607NetInvestmentIncomeAmt
Total Amortization$175,607TotalAmortizationAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondFixed Income Mutual FundsBondNm
EOY Book Value$1,830,328EOYBookValueAmt
EOYFMV$1,816,610EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockEquity Mutual FundsStockNm
EOY Book Value$1,345,929EOYBookValueAmt
EOYFMV$1,182,869EOYFMVAmt

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp

FieldValueIRS element (for citing)
Category Or ItemRoyalties Intangible - Carryover BasisCategoryOrItemTxt
Cost Or Other Basis$2,209,717CostOrOtherBasisAmt
Accumulated Depreciation$175,607AccumulatedDepreciationAmt
Book Value$2,034,110BookValueAmt
EOYFMV$2,034,110EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLegal FeesCategoryTxt
Legal Fees$10,533LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$10,533DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Bank Fees$170$170$0
Amortization$175,607$175,607$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
Royalty Income - Hay House$270,994$270,994$270,994
Royalty Income - A. Pine Associates$10,377$10,377$10,377
Royalty Income - Nightingale$63,692$63,692$63,692
Royalty Income - New World Library$292$292$292
Royalty Income - Harper Collins$1,151$1,151$1,151

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment FeesCategoryTxt
Amt$9,825Amt
Net Investment Income$9,825NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonEstate of Wayne W DyerPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line14580 NW 24th AveAddressLine1Txt
CityBoca RatonCityNm
State AbbreviationFLStateAbbreviationCd
ZIP334318408ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryExcise TaxCategoryTxt
Amt$14,322Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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