FURP.ORG / PUBLIC DATA EXPLORER

DENISE & WILLIAM MEYER FOUNDATION: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
DENISE & WILLIAM MEYER FOUNDATION (EIN 65-6117970)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-08-13
IRS object ID
201322259349100147
Schema version
2012v2.1
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)
Timestamp2013-08-13T16:13:51-05:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN592831281EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1CALER DONTEN LEVINE ET AL PABusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1505 SOUTH FLAGLER DR 900AddressLine1
CityWEST PALM BEACHCity
StateFLState
ZIP Code334015948ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN656117970EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1DENISE AND WILLIAM MEYER FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlDENINameControl
Phone5616896601Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line11601 BELVEDERE RD SUITE 407 SOUTHAddressLine1
CityWEST PALM BEACHCity
StateFLState
ZIP Code33406ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameWILLIAM A MEYERName
TitleDIRECTORTitle
Phone5616896601Phone
Date Signed2013-07-24DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameJOEL H LEVINEName
PTINP00085421PTIN
Phone5618329292Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY249822FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss204448ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss3InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm3InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss450DividendsRevAndExpnss
Dividends Net Invst Incm450DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss4399NetGainSaleAssetsRevAndExpnss
Gross Sales Price80589GrossSalesPrice
Capital Gain Net Incm Net Invst Incm4399CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses209300TotalRevenueAndExpenses
Total Net Investment Income4852TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Accounting Fees Rev And Expnss750AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm375AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps375AccountingFeesDsbrsChrtblPrps
Other Prof Fees Rev And Expnss150OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm150OtherProfFeesNetInvstIncm
Other Prof Fees Dsbrs Chrtbl Prps0OtherProfFeesDsbrsChrtblPrps
Taxes Rev And Expnss36TaxesRevAndExpnss
Taxes Net Invst Incm0TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps0TaxesDsbrsChrtblPrps
Other Expenses Rev And Expnss10OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm10OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps0OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss946TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm535TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps375TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss66920ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps63894ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss67866TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm535TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps64269TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses141434ExcessOfRevenueOverExpenses
Net Investment Income4317NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Savings And Temp Cash Invst BOY13656SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY249822SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV249822SavingsAndTempCashInvstEOYFMV
Investments Other BOY75740InvestmentsOtherBOY
Investments Other EOY0InvestmentsOtherEOY
Investments Other EOYFMV0InvestmentsOtherEOYFMV
Total Assets BOY89396TotalAssetsBOY
Total Assets EOY249822TotalAssetsEOY
Total Assets EOYFMV249822TotalAssetsEOYFMV
Grants Payable EOY18992GrantsPayableEOY
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY18992TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY89396CapitalStockBOY
Capital Stock EOY230830CapitalStockEOY
Paid In Or Capital Surplus BOY0PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY0PaidInOrCapitalSurplusEOY
Retained Earnings BOY0RetainedEarningsBOY
Retained Earnings EOY0RetainedEarningsEOY
Total Net Assets BOY89396TotalNetAssetsBOY
Total Net Assets EOY230830TotalNetAssetsEOY
Total Liabilities Net Assets BOY89396TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY249822TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY89396TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses141434ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal230830Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY230830TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (6 entries)

Description Of AssetDescriptionOfAssetHow AcquiredHowAcquiredDate AcquiredDateAcquiredGross Sales PriceGrossSalesPriceCost Or Other BasisCostOrOtherBasisGain Or LossGainOrLossGains Minus Excess Or LossesGainsMinusExcessOrLossesDate SoldDateSold
24.1070 SHS BLACKROCK GLOBAL ALLOC AP2012-07-204684541414
89.183 SHS BLACKROCK GLOBAL ALLOC AP2011-12-2017301580150150
3,972 SHS BLACKROCK GLOBAL ALLOC AP2010-01-07765877237042174217
16 SHS BLACKROCK GLOBAL ALLOC AP2010-07-2331028228282012-11-28
46 SHS BLACKROCK GLOBAL ALLOC AP2010-12-2189387716162012-11-28
31 SHS BLACKROCK GLOBAL ALLOC AP2011-07-22601627-26-262012-11-28
FieldValueIRS element (for citing)
Capital Gain Net Income4399CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year165959QualifyingDistributionsYear1
Noncharitable Assets Year196079NoncharitableAssetsYear1
Distribution Ratio Year10.686508DistributionRatioYear1
Qualifying Distributions Year242140QualifyingDistributionsYear2
Noncharitable Assets Year2115701NoncharitableAssetsYear2
Distribution Ratio Year20.364215DistributionRatioYear2
Qualifying Distributions Year364296QualifyingDistributionsYear3
Noncharitable Assets Year3171677NoncharitableAssetsYear3
Distribution Ratio Year30.374517DistributionRatioYear3
Qualifying Distributions Year464565QualifyingDistributionsYear4
Noncharitable Assets Year4303263NoncharitableAssetsYear4
Distribution Ratio Year40.212901DistributionRatioYear4
Qualifying Distributions Year572457QualifyingDistributionsYear5
Noncharitable Assets Year5384230NoncharitableAssetsYear5
Distribution Ratio Year50.188577DistributionRatioYear5
Total Distribution Ratio1.826718TotalDistributionRatio
Average Distribution Ratio0.365344AverageDistributionRatio
Net Noncharitable Assets74748NetNoncharitableAssets
Adjusted Noncharitable Assets27309AdjustedNoncharitableAssets
One Percent Net Investment Income43OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One27352AdjNonchrtblAssetsAndOnePct
Qualifying Distributions64269QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax43InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal43Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income43TaxBasedOnInvestmentIncome
Total Credits And Payments0TotalCreditsAndPayments
Tax Due43TaxDue

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political Activities0LegislativePoliticalActivities
More Than100 Spent0MoreThan100Spent
Form1120 POL Filed0Form1120POLFiled
Sect4955 Tax On Organization0Sect4955TaxOnOrganization
Sect4955 Tax On Managers0Sect4955TaxOnManagers
Reimbursement Of Tax0ReimbursementOfTax
Activities Not Prev Reported0ActivitiesNotPrevReported
Changes To Articles Or Bylaws0ChangesToArticlesOrBylaws
Unrelated Bus Income Over10000UnrelatedBusIncomeOver1000
Termination Etc0TerminationEtc
Requirements Of Sect508e1RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
States Filed WithFLStatesFiledWith
Form990 PF Filed With AG1Form990PFFiledWithAG
Private Operating Foundation0PrivateOperatingFoundation
New Substantial Contributors1NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr1ComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NameWILLIAM MEYERBooksInCareOfPersonName
Books In Care Of Phone Number5616896601BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line11601 BELVEDERE ROADAddressLine1
CityWEST PALM BEACHCity
StateFLState
ZIP Code33406ZIPCode
FieldValueIRS element (for citing)
Foreign Bank0ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly Person0SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person0BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person0FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person0PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person0TransferAssetsToDsqflyPerson
Payment To Government Offical0PaymentToGovernmentOffical
Uncorrected Prior Acts0UncorrectedPriorActs
Undistributed Income Prior Years0UndistributedIncomePriorYears
Business Holdings0BusinessHoldings
Jeopardy Investments0JeopardyInvestments
Uncorrected Jeopardy Investments0UncorrectedJeopardyInvestments
Influence Legislation0InfluenceLegislation
Influence Election0InfluenceElection
Grants To Individuals0GrantsToIndividuals
Grants To Organizations0GrantsToOrganizations
Noncharitable Purpose0NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract0RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract0PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn0ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
WILLIAM A MEYER
1601 BELVEDERE ROAD 407-SWEST PALM BEACHFL33406DIRECTOR1.00000
DENISE MEYER
1601 BELVEDERE ROAD 407-SWEST PALM BEACHFL33406DIRECTOR1.00000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities55052AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances20834AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets75886TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets75886AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable1138CashDeemedCharitable
Net Noncharitable Assets74748NetNoncharitableAssets
Minimum Investment Return3737MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return3737MinimumInvestmentReturn
Tax Based On Investment Income43TaxBasedOnInvestmentIncome
Total Tax43TotalTax
Distributable Amount Before Adj3694DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded3694DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted3694DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions64269ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions64269QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm43OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions64226AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted3694DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Excess Distri Carryover Year554270ExcessDistriCarryoverYear5
Excess Distri Carryover Year449578ExcessDistriCarryoverYear4
Excess Distri Carryover Year355712ExcessDistriCarryoverYear3
Excess Distri Carryover Year236361ExcessDistriCarryoverYear2
Excess Distri Carryover Year161227ExcessDistriCarryoverYear1
Total Excess Distri Carryover257148TotalExcessDistriCarryover
Qualifying Distributions64269QualifyingDistributions
Applied To Year10AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year3694AppliedToCurrentYear
Remaining Distri From Corpus60575RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus0ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY0ExcessDistriCyovAppliedCY
Total Corpus317723TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY0UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year554270ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year263453ExcessDistriCyovToNextYear
Excess From Year449578ExcessFromYear4
Excess From Year355712ExcessFromYear3
Excess From Year236361ExcessFromYear2
Excess From Year161227ExcessFromYear1
Excess From Current Year60575ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerWILLIAM A MEYERContributingManager
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (21 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
ANTI-DEFAMATION LEAGUE
605 THIRD AVENUENEW YORKNY10158NOT RELATEDPUBLIC CHARITYGENERAL$5,000
ARTHUR I MEYER JEWISH ACADEMY
3261 NORTH MILITARY TRAILWEST PALM BEACHFL33409NOT RELATEDPUBLIC CHARITYGENERAL$3,650
COMMISSION FOR JEWISH EDUCATION
3267 NORTH MILITARY TRAILWEST PALM BEACHFL33409NOT RELATEDPUBLIC CHARITYGENERAL$100
CROHN'S AND COLITIS FOUNDATION OF AMERICA
386 PARK AVENUE SOUTH 17TH FLOORNEW YORKNY10016NOT RELATEDPUBLIC CHARITYGENERAL$100
DANA-FARBER CANCER INSTITUTE AND THE JIMMY FUND
10 BROOKLINE PLACE WEST 6TH FLOORBROOKLINEMA02445NOT RELATEDPUBLIC CHARITYGENERAL$100
GEORGETOWN UNIVERSITY
PO BOX 57123WASHINGTONDC20057NOT RELATEDPUBLIC CHARITYGENERAL$1,000
HISTORICAL SOCIETY OF PALM BEACH COUNTY
300 NORTH DIXIE HIGHWAYWEST PALM BEACHFL33401NOT RELATEDPUBLIC CHARITYGENERAL$1,200
JEWISH COMMUNITY CENTER OF THE GREATER PALM BEACHES
4803 PGA BLVDPALM BEACH GARDENSFL33418NOT RELATEDPUBLIC CHARITYGENERAL$550
JEWISH FEDERATION OF WEST PALM BEACH
4601 COMMUNITY DRIVEWEST PALM BEACHFL334172760NOT RELATEDPUBLIC CHARITYGENERAL$12,337
JUNIOR ACHIEVEMENT OF THE PALM BEACHES & TREASURE COAST
6903 VISTA PARKWAY NORTH SUITE 10WEST PALM BEACHFL33411NOT RELATEDPUBLIC CHARITYGENERAL$500
KIDNEY ASSOCIATION OF SOUTH FLORIDA
1764 N CONGRESS AVE STE 205WEST PALM BEACHFL33409NOT RELATEDPUBLIC CHARITYGENERAL$100
KRAVIS CENTER FOR THE PERFORMING ARTS
701 OKEECHOBEE BLVDWEST PALM BEACHFL33401NOT RELATEDPUBLIC CHARITYGENERAL$14,000
MAX PLANCK FLORIDA FOUNDATION
PO BOX 998JUPITERFL33468NOT RELATEDPUBLIC CHARITYGENERAL$5,000
MORSE LIFE
4847 FRED CLADSTONE DRIVEWEST PALM BEACHFL33417NOT RELATEDPUBLIC CHARITYGENERAL$250
PALM BEACH CIVIC ASSOCIATION
139 NORTH COUNTY ROAD SUITE 33PALM BEACHFL33480NOT RELATEDPUBLIC CHARITYGENERAL$100
PALM BEACH COUNTRY CLUB FOUNDATION
760 N OCEAN BLVDPALM BEACHFL33480NOT RELATEDPUBLIC CHARITYGENERAL$1,000
PALM BEACH DRAMA WORKS
322 BANYAN BLVDWEST PALM BEACHFL33401NOT RELATEDPUBLIC CHARITYGENERAL$1,667
TEMPLE JUDEA
100 CHILLINGWORTH DRIVEWEST PALM BEACHFL33401NOT RELATEDPUBLIC CHARITYGENERAL$5,732
TOWN OF PALM BEACH UNITED WAY
44 COCOANUT ROW M201PALM BEACHFL33480NOT RELATEDPUBLIC CHARITYGENERAL$3,534
UNIVERSITY OF PENNSYLVANIA
3451 WALNUT STREETPHILADELPHIAPA19104NOT RELATEDPUBLIC CHARITYGENERAL$10,000
WASHINGTON INSTITUTE FOR NEAR EAST POLICY
1828 L STREET NW SUITE 1050WASHINGTONDC20036NOT RELATEDPUBLIC CHARITYGENERAL$1,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year66920TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$3ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$450ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Exclusion Code18ExclusionCode
Exclusion$4,399ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$4,852ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA4852TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EO0TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO0TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO0PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc0RentalOfFacilitiesEtc
Reimbursement Arrangements0ReimbursementArrangements
Loans Or Loan Guarantees0LoansOrLoanGuarantees
Performance Of Services Etc0PerformanceOfServicesEtc
Sharing Of Facilities Etc0SharingOfFacilitiesEtc
Relationships Noncharitable E Os0RelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFXOrganization501c3ExemptPF
General RuleXGeneralRule

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor Number1ContributorNumber
Contributor Name IndividualSYDELLE F MEYER CHARITABLE LEAD ANNContributorNameIndividual

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line11601 BELVEDERE ROAD SUITE 407SAddressLine1
CityWEST PALM BEACHCity
StateFLState
ZIP Code33406ZIPCode
FieldValueIRS element (for citing)
Aggregate Contributions204412AggregateContributions
Person Contribution TypeXPersonContributionType

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategory
Amount$750Amount
Net Investment Income375NetInvestmentIncome
Disbursements Charitable Prps375DisbursementsCharitablePrps

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther

FieldValueIRS element (for citing)
Category Or ItemBLACKROCK GLOBAL ALLOCATION FD INC ACategoryOrItem
Listed At Cost Or FMVAT COSTListedAtCostOrFMV
Book Value0BookValue
EOYFMV0EOYFMV

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksNet Investment IncomeNetInvestmentIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
INVESTMENT INTEREST EXPENSE330
CHECK ORDER FEE770

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategory
Amount$150Amount
Net Investment Income150NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor SubstantialContributor

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SYDELLE F MEYER CHARITABLE LEAD ANNUITY TRUST DTD 122704BusinessNameLine1

US Address USAddress

FieldValueIRS element (for citing)
Address Line11601 BELVEDERE ROAD SUITE 407SAddressLine1
CityWEST PALM BEACHCity
StateFLState
ZIP Code33406ZIPCode

Taxes Schedule TaxesSchedule

Taxes Taxes

FieldValueIRS element (for citing)
CategoryFEDERAL TAXESCategory
Amount$36Amount
Net Investment Income0NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps