DENISE & WILLIAM MEYER FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- DENISE & WILLIAM MEYER FOUNDATION (EIN 65-6117970)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2018-01-29
- IRS object ID
- 201820299349100212
- Schema version
- 2016v3.0
- 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
- Investments Other Schedule2
- Other Assets Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-01-29T17:02:33-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 592831281 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALER DONTEN LEVINE ET AL PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 505 SOUTH FLAGLER DR 900 | AddressLine1Txt |
| City | WEST PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 334015948 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 656117970 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DENISE AND WILLIAM MEYER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DENI | 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 | 2018-01-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOEL H LEVINE | PreparerPersonNm |
| PTIN | P00085421 | PTIN |
| Phone | 5618329292 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 75.147.220.17 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-01-28 | IPDt |
| IP Tm | 12:56:16 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 5CF3BA9E5D63CF1AC235D09AC641802BD4FFA74C | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 51143CFA8A6C67CA8413DDE3BBBC84A0542B0F98 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $853,865 | 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 | $801,700 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $15 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $15 | InterestOnSavNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $19,238 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $190,507 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $19,238 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $820,953 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $19,253 | 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 |
| Other Prof Fees Rev And Expnss | $150 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $150 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $148 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $298 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $150 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $200,690 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $196,247 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $200,988 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $150 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $196,247 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $619,965 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $19,103 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $1 | CashEOYAmt |
| Cash EOYFMV | $1 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $60,886 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $853,864 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $853,864 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $171,269 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $630 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $232,785 | TotalAssetsBOYAmt |
| Total Assets EOY | $853,865 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $853,865 | TotalAssetsEOYFMVAmt |
| Grants Payable EOY | $1,115 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,115 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $8,528 | CapitalStockBOYAmt |
| Capital Stock EOY | $8,528 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $224,257 | RetainedEarningBOYAmt |
| Retained Earning EOY | $844,222 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $232,785 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $852,750 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $232,785 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $853,865 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $232,785 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $619,965 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $852,750 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $852,750 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | MERRILL LYNCH | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $190,507 | GrossSalesPriceAmt |
| Cost Or Other Basis | $171,269 | CostOrOtherBasisAmt |
| Gain Or Loss | $19,238 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $19,238 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $19,238 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $120,529 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $245,384 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.491185 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $103,419 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $285,950 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.361668 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $95,188 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $199,236 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.477765 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $64,226 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $74,748 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.859234 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $65,959 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $96,079 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.686508 | DistributionYr5Rt |
| Total Distribution | 2.876360 | TotalDistributionRt |
| Average Distribution | 0.575272 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $192,987 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $111,020 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $191 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $111,211 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $196,247 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $191 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $191 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $191 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $191 | TaxDueAmt |
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 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| WILLIAM A MEYER | ||||||||
| 1601 BELVEDERE ROAD 407-S | WEST PALM BEACH | FL | 33406 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DENISE MEYER | ||||||||
| 1601 BELVEDERE ROAD 407-S | WEST PALM BEACH | FL | 33406 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| 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 | $24,776 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $171,150 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $195,926 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $195,926 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,939 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $192,987 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $9,649 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $9,649 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $191 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $191 | TotalTaxAmt |
| Distributable Before Adj | $9,458 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $9,458 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $9,458 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $196,247 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $196,247 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $191 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $196,056 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $9,458 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $61,227 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $60,575 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $85,226 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $91,403 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $108,290 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $406,721 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $196,247 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $9,458 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $186,789 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $593,510 | 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 | $61,227 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $532,283 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $60,575 | ExcessFromYear4Amt |
| Excess From Year3 | $85,226 | ExcessFromYear3Amt |
| Excess From Year2 | $91,403 | ExcessFromYear2Amt |
| Excess From Year1 | $108,290 | ExcessFromYear1Amt |
| Excess From Current Year | $186,789 | 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 (47 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ACHILLES INTERNATIONAL SOUTH FLORIDA | ||||||||
| 42 WEST 38TH STREET SUITE 400 | NEW YORK | NY | 10018 | NOT REALTED | PUBLIC CHARITY | GENERAL | $1,000 | |
| ADVOCATES FOR CHILDREN AND FAMILIES (ACF) | ||||||||
| 16831 NORTHEAST SIXTH AVENUE | NORTH MIAMI BEACH | FL | 33162 | NOT RELATED | PUBLIC CHARITY | GENERAL | $100 | |
| AMERICAN FRIENDS OF HEBREW UNIVERSITY | ||||||||
| ONE BATTERY PARK PLAZA 25TH FLOOR | NEW YORK | NY | 10004 | NOT REALTED | PUBLIC CHARITY | GENERAL | $1,000 | |
| ANTI-DEFAMATION LEAGUE | ||||||||
| 605 THIRD AVENUE | NEW YORK | NY | 101583560 | NOT RELATED | PUBLIC CHARITY | GENERAL | $600 | |
| ARMORY ART CENTER | ||||||||
| 1700 PARKER AVE | WEST PALM BEACH | FL | 33401 | NOT REALTED | PUBLIC CHARITY | GENERAL | $3,000 | |
| AUTISM SPEAKS | ||||||||
| 1 EAST 33RD STREET 4TH FLOOR | NEW YORK | NY | 10016 | NOT RELATED | PUBLIC CHARITY | GENERAL | $100 | |
| BENZAITEN CENTER FOR CREATIVE ARTS | ||||||||
| 1105 2ND AVE SOUTH | LAKE WORTH | FL | 33460 | NOT RELATED | PUBLIC CHARITY | GENERAL | $500 | |
| BIRTHRIGHT ISRAEL FOUNDATION | ||||||||
| 33 E 33RD ST 7TH FLOOR | NEW YORK | NY | 10016 | NOT REALTED | PUBLIC CHARITY | GENERAL | $5,000 | |
| BLACKHILLS WILD HORSE SANCTUARY | ||||||||
| 12165 HIGHLAND RD | HOT SPRINGS | SD | 57747 | NOT REALTED | PUBLIC CHARITY | GENERAL | $325 | |
| BOYS AND GIRLS CLUB OF BROWARD COUNTY | ||||||||
| 877 NW 61ST STREET | FT LAUDERDALE | FL | 33309 | NOT REALTED | PUBLIC CHARITY | GENERAL | $8,000 | |
| CARIDAD CENTER | ||||||||
| 8645 W BOYNTON BEACH BLVD | BOYNTON BEACH | FL | 33472 | NOT REALTED | PUBLIC CHARITY | GENERAL | $100 | |
| COMMISSION FOR JEWISH EDUCATION | ||||||||
| 4601 COMMUNITY DRIVE | WEST PALM BEACH | FL | 33417 | NOT REALTED | PUBLIC CHARITY | GENERAL | $847 | |
| COMMUNITY FOUNDATION | ||||||||
| 700 SOUTH DIXIE HIGHWAY SUITE 200 | WEST PALM BEACH | FL | 33401 | NOT RELATED | PUBLIC CHARITY | GENERAL | $2,667 | |
| CRAZY HORSE MEMORIAL FOUNDATION | ||||||||
| 12151 AVENUE OF THE CHIEFS | CRAZY HORSE | SD | 577308900 | NOT REALTED | PUBLIC CHARITY | GENERAL | $1,000 | |
| CROHN'S & COLITIS FOUNDATION | ||||||||
| 21301 POWERLINE RD 301 | BOCA RATON | FL | 33433 | NOT REALTED | PUBLIC CHARITY | GENERAL | $500 | |
| EDUCATION FOUNDATION OF PALM BEACH COUNTY | ||||||||
| 3300 FOREST HILL BLVD SUITE C-141 | WEST PALM BEACH | FL | 33406 | NOT REALTED | PUBLIC CHARITY | GENERAL | $25,000 | |
| FEEDING SOUTH FLORIDA | ||||||||
| 426 CLAREMORE DRIVE | WEST PALM BEACH | FL | 33401 | NOT REALTED | PUBLIC CHARITY | GENERAL | $2,000 | |
| FIRST TEA OF THE PALM BEACHES | ||||||||
| 7301 HAVERHILL RD | RIVIERA BEACH | FL | 33407 | NOT REALTED | PUBLIC CHARITY | GENERAL | $500 | |
| GEORGETOWN UNIVERSITYANNUAL LAW FUND | ||||||||
| 2115 WISCONSIN AVE NW SUITE 500 | WASHINGTON | DC | 20007 | NOT REALTED | PUBLIC CHARITY | GENERAL | $5,000 | |
| JEWISH FEDERATION OF PALM BEACH | ||||||||
| 4601 COMMUNITY DRIVE | WEST PALM BEACH | FL | 334172760 | NOT RELATED | PUBLIC CHARITY | GENERAL | $38,066 | |
| KRAVIS CENTER FOR THE PERFORMING ARTS | ||||||||
| 701 OKEECHOBEE BLVD | WEST PALM BEACH | FL | 33401 | NOT RELATED | PUBLIC CHARITY | GENERAL | $7,132 | |
| LEUKEMIA & LYMPHOMA SOCIETY | ||||||||
| 3230 COMMERCE PLACE SUITE B | WEST PALM BEACH | FL | 33407 | NOT REALTED | PUBLIC CHARITY | GENERAL | $500 | |
| MEYER JEWISH ACADEMY | ||||||||
| 5225 HOOD ROAD | PALM BEACH GARDENS | FL | 33418 | NOT RELATED | PUBLIC CHARITY | GENERAL | $5,000 | |
| MAGEN DAVID ADOM (AMFDA) | ||||||||
| 3300 PGA BLVD SUITE 970 | PALM BEACH GARDENS | FL | 33410 | NOT REALTED | PUBLIC CHARITY | GENERAL | $250 | |
| MORSE LIFE HEALTH SYSTEM | ||||||||
| 4847 FRED CLADSTONE DRIVE | WEST PALM BEACH | FL | 33417 | NOT RELATED | PUBLIC CHARITY | GENERAL | $250 | |
| NORTHSHORE LIJ HEALTH SYSTEM FOUNDATION | ||||||||
| 126 COMMUNITY DRIVE | GREAT NECK | NY | 11021 | NOT REALTED | PUBLIC CHARITY | GENERAL | $50 | |
| OPPORTUNITY INC | ||||||||
| 1713 QUAIL DRIVE | WEST PALM BEACH | FL | 33409 | NOT REALTED | PUBLIC CHARITY | GENERAL | $5,000 | |
| PALM BEACH CENTENNIAL COMMISSION INC | ||||||||
| PO BOX 2654 | PALM BEACH | FL | 334809991 | NOT REALTED | PUBLIC CHARITY | GENERAL | $5,000 | |
| PALM BEACH CIVIC ASSOCIATION | ||||||||
| 139 NORTH COUNTY ROAD SUITE 33 | PALM BEACH | FL | 33480 | NOT RELATED | PUBLIC CHARITY | GENERAL | $3,100 | |
| PALM BEACH COUNTRY CLUB FOUNDATION | ||||||||
| 760 N OCEAN BLVD | PALM BEACH | FL | 33480 | NOT RELATED | PUBLIC CHARITY | GENERAL | $1,000 | |
| PALM BEACH FELLOWSHIP OF CHRISTIANS & JEWS | ||||||||
| 139 NORTH COUNTY ROAD SUITE 36 | PALM BEACH | FL | 33480 | NOT RELATED | PUBLIC CHARITY | GENERAL | $250 | |
| PALM BEACH PHILANTHROPY TANK (API) | ||||||||
| 6671 W INDIANTOWN RD SUITE 50-194 | JUPITER | FL | 33458 | NOT REALTED | PUBLIC CHARITY | GENERAL | $25,000 | |
| PALM BEACH POLICE FOUNDATION | ||||||||
| 139 NORTH COUNTY ROAD SUITE 20C | PALM BEACH | FL | 33480 | NOT REALTED | PUBLIC CHARITY | GENERAL | $600 | |
| PALM BEACH UNITED WAY TOCQUEVILLE SOCIETY | ||||||||
| 44 COCOANUT ROW M201 PO BOX 1141 | PALM BEACH | FL | 33480 | NOT REALTED | PUBLIC CHARITY | GENERAL | $3,434 | |
| SCRIPPS RESEARCH INSTITUTE | ||||||||
| 130 SCRIPPS WAY 4B2 | JUPITER | FL | 33458 | NOT RELATED | PUBLIC CHARITY | GENERAL | $6,300 | |
| SOUTH FLORIDA SCIENCE MUSEUM | ||||||||
| 4801 DREHER TRAIL NORTH | WEST PALM BEACH | FL | 33405 | NOT RELATED | PUBLIC CHARITY | GENERAL | $900 | |
| ST MARK'S CHURCH & SCHOOL | ||||||||
| 3395 BURNS ROAD | PALM BEACH GARDENS | FL | 33410 | NOT REALTED | PUBLIC CHARITY | GENERAL | $1,900 | |
| SUSAN G KOMEN FOUNDATION | ||||||||
| 5005 LBJ FREEWAY SUITE 250 | DALLAS | TX | 75244 | NOT REALTED | PUBLIC CHARITY | GENERAL | $1,870 | |
| TEMPLE JUDEA | ||||||||
| 4311 HOOD ROAD | PALM BEACH GARDENS | FL | 33410 | NOT RELATED | PUBLIC CHARITY | GENERAL | $15,106 | |
| TRI-COUNTY ANIMAL RESCUE | ||||||||
| 21287 BOCA RIO ROAD | BOCA RATON | FL | 33433 | NOT RELATED | PUBLIC CHARITY | GENERAL | $50 | |
| UNITED JEWISH APPEAL OF NY | ||||||||
| 130 E 59TH STREET | NEW YORK | NY | 10022 | NOT REALTED | PUBLIC CHARITY | GENERAL | $500 | |
| UNITED WAYSCHOOL OF THE ARTS FOUNDATION | ||||||||
| PO BOX 552 | WEST PALM BEACH | FL | 33402 | NOT RELATED | PUBLIC CHARITY | GENERAL | $500 | |
| UNITED WAYPEGGY ADAMS ANIMAL RESCUE LEAGUE | ||||||||
| 3100/3200 N MILITARY TRAIL | WEST PALM BEACH | FL | 33409 | NOT REALTED | PUBLIC CHARITY | GENERAL | $500 | |
| UNITED WAYJUNIOR ACHIEVEMENT | ||||||||
| 6903 VISTA PKWY N 10 | WEST PALM BEACH | FL | 33411 | NOT REALTED | PUBLIC CHARITY | GENERAL | $1,500 | |
| UNIVERSITY OF PENNSYLVANIA SCHOOL OF SOCIAL POLICY & PRACTICE | ||||||||
| 3451 WALNUT STREET 433 FRANKLIN | PHILADELPHIA | PA | 191046205 | NOT REALTED | PUBLIC CHARITY | GENERAL | $10,000 | BUILDING |
| WASHINGTON INSTITUTE FOR NEAR EAST POLICY | ||||||||
| 1111 19TH STREET NW SUITE 500 | WASHINGTON | DC | 20036 | NOT REALTED | PUBLIC CHARITY | GENERAL | $5,000 | |
| WILLIAMS SYNDROME CHARITABLE FOUNDATION USA INC | ||||||||
| 93 NORTH ST | GREENWICH | CT | 06830 | NOT REALTED | PUBLIC CHARITY | GENERAL | $250 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $196,247 | 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 | $15 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $19,238 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $19,253 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $19,253 | 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 | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| SYDELLE F MEYER REVOCABLE LIVING TR | ||||||
| 1 | 1601 BELVEDERE ROAD | WEST PALM BEACH | FL | 33406 | $500,000 | Yes (X) |
| WILLIAM A MEYER | ||||||
| 2 | 1601 BELVEDERE ROAD | WEST PALM BEACH | FL | 33406 | $300,000 | Yes (X) |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 520 SHS SPDR S&P 500 ETF TRUST | AT COST | $0 | $0 |
| 1000 SHS ISHARES RUSSELL 1000 GROWTH | AT COST | $0 | $0 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDENDS RECEIVABLE | Desc |
| BOY Book Value | $630 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $150 | Amt |
| Net Investment Income | $150 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $148 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |