DENISE & WILLIAM MEYER FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- DENISE & WILLIAM MEYER FOUNDATION (EIN 65-6117970)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-13
- IRS object ID
- 201543179349101659
- Schema version
- 2014v5.0
- 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 Decreases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-13T13:42:29-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 | 2015-11-12 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $298,401 | 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 | $226,389 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $618 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $618 | InterestOnSavNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $113,615 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $123,615 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $113,615 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $340,622 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $114,233 | 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 |
| Tot Opr Expenses Rev And Expnss | $150 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $150 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $103,769 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $103,419 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $103,919 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $150 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $103,419 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $236,703 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $114,083 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $154,511 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $190,930 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $190,930 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $88,229 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $106,881 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $590 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $590 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $154,511 | TotalAssetsBOYAmt |
| Total Assets EOY | $279,749 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $298,401 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $21,493 | GrantsPayableBOYAmt |
| Grants Payable EOY | $34,518 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $21,493 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $34,518 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $133,018 | CapitalStockBOYAmt |
| Capital Stock EOY | $8,528 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $236,703 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $133,018 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $245,231 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $154,511 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $279,749 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $133,018 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $236,703 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $369,721 | SubtotalAmt |
| Other Decreases | $124,490 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $245,231 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 700 SHS PUBLIC STORAGE | P | 2014-04-08 | $119,219 | $10,000 | $109,219 | $109,219 |
| 87 SHS METLIFE INC | P | 2014-04-08 | $4,396 | $4,396 | $4,396 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $113,615 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $95,188 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $199,236 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.477765 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $64,226 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $74,748 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.859234 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $65,959 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $96,079 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.686508 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $42,140 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $115,701 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.364215 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $64,296 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $171,677 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.374517 | DistributionYr5Rt |
| Total Distribution | 2.762239 | TotalDistributionRt |
| Average Distribution | 0.552448 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $285,950 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $157,973 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,141 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $159,114 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $103,419 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,282 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,282 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,282 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $51 | EsPenaltyAmt |
| Tax Due | $2,333 | 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 | Yes (1) | 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 | $88,229 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $202,076 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $290,305 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $290,305 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,355 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $285,950 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $14,298 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $14,298 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,282 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,282 | TotalTaxAmt |
| Distributable Before Adj | $12,016 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $12,016 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $12,016 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $103,419 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $103,419 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $103,419 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $12,016 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $55,712 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $36,361 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $61,227 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $60,575 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $85,226 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $299,101 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $103,419 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $12,016 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $91,403 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $390,504 | 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 | $55,712 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $334,792 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $36,361 | ExcessFromYear4Amt |
| Excess From Year3 | $61,227 | ExcessFromYear3Amt |
| Excess From Year2 | $60,575 | ExcessFromYear2Amt |
| Excess From Year1 | $85,226 | ExcessFromYear1Amt |
| Excess From Current Year | $91,403 | 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 (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACHILLES SO FL | |||||||
| 257 SANFORD AVENUE | PALM BEACH | FL | 33480 | NOT RELATED | PUBLIC CHARITY | GENERAL | $500 |
| ADVOCATES FOR CHILDREN AND FAMILIES (ACF) | |||||||
| 16831 NORTHEAST SIXTH AVENUE | NORTH MIAMI BEACH | FL | 33162 | NOT RELATED | PUBLIC CHARITY | GENERAL | $100 |
| ALZHEIMER COMMUNITY CARE | |||||||
| 800 NORTHPOINT PARKWAY STE 101-B | WEST PALM BEACH | FL | 33407 | NOT RELATED | PUBLIC CHARITY | GENERAL | $100 |
| BIRTHRIGHT ISRAEL FOUNDATION | |||||||
| 33 EAST 33RD ST 7TH FLOOR | NEW YORK | NY | 10016 | NOT RELATED | PUBLIC CHARITY | GENERAL | $7,000 |
| CAREER TRANSITION FOR DANCERS | |||||||
| 165 WEST 46TH STREET | NEW YORK | NY | 10036 | NOT RELATED | PUBLIC CHARITY | GENERAL | $500 |
| CROHN'S AND COLITIS FOUNDATION OF AMERICA | |||||||
| 386 PARK AVENUE SOUTH 17TH FLOOR | NEW YORK | NY | 10016 | NOT RELATED | PUBLIC CHARITY | GENERAL | $250 |
| CENTRAL PARK CONSERVANCY WOMENS COMMITTEE | |||||||
| 14 EAST 60TH STREET | NEW YORK | NY | 10022 | NOT RELATED | PUBLIC CHARITY | GENERAL | $100 |
| EXECUTIVE WOMEN OF THE PALM BEACHES INC FOUNDATION | |||||||
| 2701 N AUSTRALIAN AVENUE STE 205 | WEST PALM BEACH | FL | 33407 | NOT RELATED | PUBLIC CHARITY | GENERAL | $500 |
| JEWISH FEDERATION OF WEST PALM BEACH | |||||||
| 4601 COMMUNITY DRIVE | WEST PALM BEACH | FL | 334172760 | NOT RELATED | PUBLIC CHARITY | GENERAL | $21,667 |
| 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 |
| KIDNEY ASSOCIATION OF SOUTH FLORIDA | |||||||
| 1764 N CONGRESS AVE STE 205 | WEST PALM BEACH | FL | 33409 | NOT RELATED | PUBLIC CHARITY | GENERAL | $100 |
| KRAVIS CENTER FOR THE PERFORMING ARTS | |||||||
| 701 OKEECHOBEE BLVD | WEST PALM BEACH | FL | 33401 | NOT RELATED | PUBLIC CHARITY | GENERAL | $13,167 |
| LEUKEMIA & LYMPHOMA SOCIETY | |||||||
| 1311 MAMARONECK AVE STE 310 | WHITE PLAINS | NY | 10605 | NOT RELATED | PUBLIC CHARITY | GENERAL | $500 |
| MORSE LIFE | |||||||
| 4847 FRED CLADSTONE DRIVE | WEST PALM BEACH | FL | 33417 | NOT RELATED | PUBLIC CHARITY | GENERAL | $3,206 |
| NYC CHARITIES | |||||||
| 50 BROADWAY SUITE 803A | NEW YORK | NY | 10004 | NOT RELATED | PUBLIC CHARITY | GENERAL | $500 |
| NY LANDMARKS CONSERVANCY | |||||||
| 1 WHITEHALL ST 21 | NEW YORK | NY | 10004 | NOT RELATED | PUBLIC CHARITY | GENERAL | $100 |
| PALM BEACH CIVIC ASSOCIATION | |||||||
| 139 NORTH COUNTY ROAD SUITE 33 | PALM BEACH | FL | 33480 | NOT RELATED | PUBLIC CHARITY | GENERAL | $3,000 |
| PALM BEACH COUNTRY CLUB FOUNDATION | |||||||
| 760 N OCEAN BLVD | PALM BEACH | FL | 33480 | NOT RELATED | PUBLIC CHARITY | GENERAL | $1,000 |
| PALM BEACH DRAMA WORKS | |||||||
| 322 BANYAN BLVD | WEST PALM BEACH | FL | 33401 | NOT RELATED | PUBLIC CHARITY | GENERAL | $1,667 |
| PALM BEACH FELLOWSHIP OF CHRISTIANS & JEWS | |||||||
| 139 NORTH COUNTY ROAD SUITE 36 | PALM BEACH | FL | 33480 | NOT RELATED | PUBLIC CHARITY | GENERAL | $150 |
| SCRIPPS RESEARCH INSTITUTE | |||||||
| 130 SCRIPPS WAY 4B2 | JUPITER | FL | 33458 | NOT RELATED | PUBLIC CHARITY | GENERAL | $18,900 |
| SOUTH FLORIDA SCIENCE MUSEUM | |||||||
| 4801 DREHER TRAIL NORTH | WEST PALM BEACH | FL | 33405 | NOT RELATED | PUBLIC CHARITY | GENERAL | $600 |
| TEMPLE JUDEA | |||||||
| 100 CHILLINGWORTH DRIVE | WEST PALM BEACH | FL | 33401 | NOT RELATED | PUBLIC CHARITY | GENERAL | $15,478 |
| TOWN OF PALM BEACH UNITED WAY | |||||||
| 44 COCOANUT ROW M201 | PALM BEACH | FL | 33480 | NOT RELATED | PUBLIC CHARITY | GENERAL | $3,334 |
| UNIVERSITY OF PENNSYLVANIA | |||||||
| 3451 WALNUT STREET | PHILADELPHIA | PA | 19104 | NOT RELATED | PUBLIC CHARITY | GENERAL | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $103,419 | 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 | $618 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $113,615 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $114,233 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $114,233 | 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 |
|---|---|---|---|---|---|---|
| SYDELLE F MEYER REVOCABLE LIVING TR | ||||||
| 1 | 1601 BELVEDERE ROAD | WEST PALM BEACH | FL | 33046 | $122,224 | Yes (X) |
| SYDELLE MEYER | ||||||
| 2 | 1601 BELVEDERE ROAD | WEST PALM BEACH | FL | 33046 | $100,495 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 700 SHS PUBLIC STORAGE STOCK | $117,537 | 2014-03-20 |
| 1 | 87 SHS MET LIFE STOCK | $4,687 | 2014-03-20 |
| 2 | 520 SHS SPDR S&P 500 | $100,495 | 2014-10-07 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | 520 SHS SPDR S&P 500 ETF TRUST | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $88,229 | BookValueAmt |
| EOYFMV | $106,881 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDENDS RECEIVABLE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $590 | EOYBookValueAmt |
| EOYFMV | $590 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FMV OVER COST BASIS ON CONTRIBUTED STOCKS | Desc |
| Amt | $124,490 | Amt |
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 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SYDELLE F MEYER REVOCABLE LIVING TR | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1601 BELEVEDERE ROAD | AddressLine1Txt |
| City | WEST PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33046 | ZIPCd |