DENISE & WILLIAM MEYER FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- DENISE & WILLIAM MEYER FOUNDATION (EIN 65-6117970)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202013219349102486
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T11:31:19-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 & 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 | 2020-11-16 | 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 | 2020-11-16 | IPDt |
| IP Tm | 12:09:06 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 68461849453358E8525249EA0C02F757544ECBB5 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 391025B39120C994EE37217937E9E53188B2F6F9 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,106,137 | 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 | $1,037,490 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $30,488 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $30,488 | InterestOnSavNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$30,721 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,037,257 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $30,488 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $875 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $875 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $201 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $223 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $112 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $111 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,174 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $987 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $986 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $425,395 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $423,521 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $427,569 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $987 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $424,507 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $609,688 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $29,501 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,504,783 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,101,121 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,101,121 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $170,901 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,005,016 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $834,113 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,504,783 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,106,135 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,106,137 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $8,408 | GrantsPayableBOYAmt |
| Total Liabilities BOY | $8,408 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| 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 | $1,487,847 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,097,607 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,496,375 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,106,135 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,504,783 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,106,135 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,496,375 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $609,688 | ExcessRevenueOverExpensesAmt |
| Other Increases | $72 | OtherIncreasesAmt |
| Subtotal | $2,106,135 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,106,135 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $195,898 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $681,901 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.287282 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $167,525 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $788,196 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.212542 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $196,056 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $192,987 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 1.015903 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $120,529 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $245,384 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.491185 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $103,419 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $285,950 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.361668 | DistributionYr5Rt |
| Total Distribution | 2.368580 | TotalDistributionRt |
| Average Distribution | 0.473716 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,399,087 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $662,770 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $295 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $663,065 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $424,507 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $590 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $590 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $590 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $7 | EsPenaltyAmt |
| Tax Due | $597 | 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 STE 407S | AddressLine1Txt |
| City | WEST PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33406 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM A MEYER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1601 BELVEDERE ROAD 407-S | AddressLine1Txt |
| City | WEST PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33406 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | DIRECTOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $41,876 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,378,517 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,420,393 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,420,393 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $21,306 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,399,087 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $69,954 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $69,954 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $590 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $590 | TotalTaxAmt |
| Distributable Before Adj | $69,364 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $69,364 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $69,364 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $424,507 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $424,507 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $424,507 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $69,364 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $91,403 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $108,290 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $186,789 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $128,401 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $161,993 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $676,876 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $424,507 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $69,364 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $355,143 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,032,019 | 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 | $91,403 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $940,616 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $108,290 | ExcessFromYear4Amt |
| Excess From Year3 | $186,789 | ExcessFromYear3Amt |
| Excess From Year2 | $128,401 | ExcessFromYear2Amt |
| Excess From Year1 | $161,993 | ExcessFromYear1Amt |
| Excess From Current Year | $355,143 | 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 (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACHILLES INTERNATIONAL | |||||||
| 42 WEST 38TH STREET FOURTH FLOOR | NEW YORK | NY | 10018 | NOT RELATED | PUBLIC CHARITY | GENERAL | $1,000 |
| ANTI-DEFAMATION LEAGUE | |||||||
| 605 THIRD AVENUE | NEW YORK | NY | 101583560 | NOT RELATED | PUBLIC CHARITY | GENERAL | $5,000 |
| BIRTHRIGHT ISRAEL | |||||||
| 711 THIRD AVENUE 10TH FLOOR | NEW YORK | NY | 10017 | NOT RELATED | PUBLIC CHARITY | GENERAL | $3,000 |
| COMMUNITY FOUNDATION OF PALM BEACH AND MARTIN COUNTIES | |||||||
| 700 SOUTH DIXIE HIGHWAY SUITE 200 | WEST PALM BEACH | FL | 33401 | NOT RELATED | PUBLIC CHARITY | GENERAL | $5,000 |
| CRAZY HORSE MEMORIAL FOUNDATION | |||||||
| 12151 AVENUE OF THE CHIEFS | CRAZY HORSE | SD | 577308900 | NOT RELATED | PUBLIC CHARITY | GENERAL | $125 |
| DREYFOOS SCHOOL OF THE ARTS FOUNDATION | |||||||
| PO BOX 552 | WEST PALM BEACH | FL | 33402 | NOT RELATED | PUBLIC CHARITY | GENERAL | $500 |
| GEORGETOWN UNIVERSITYANNUAL LAW FUND | |||||||
| 600 NEW JERSEY AVENUE NW | WASHINGTON | DC | 200012075 | NOT RELATED | PUBLIC CHARITY | GENERAL | $10,000 |
| HOPE FOR DEPRESSION RESEARCH FOUNDATION | |||||||
| 40 WEST 57TH STREET SUITE 1440 | NEW YORK | NY | 10019 | NOT RELATED | PUBLIC CHARITY | GENERAL | $500 |
| JACK THE BIKEMAN | |||||||
| PO BOX 17565 | WEST PALM BEACH | FL | 33416 | NOT RELATED | PUBLIC CHARITY | GENERAL | $1,000 |
| JEWISH FEDERATION OF PALM BEACH COUNTY | |||||||
| 1 HARVARD CIRCLE SUITE 100 | WEST PALM BEACH | FL | 33409 | NOT RELATED | PUBLIC CHARITY | GENERAL | $116,667 |
| JUNIOR ACHIEVEMENT OF THE PALM BEACHES & TREASURE COAST | |||||||
| 6903 VISTA PARKWAY NORTH SUITE 10 | WEST PALM BEACH | FL | 33411 | NOT RELATED | PUBLIC CHARITY | GENERAL | $5,500 |
| JUPITER MEDICAL CENTTER FOUNDATION | |||||||
| 210 SOUTH OLD DIXIE HIGHWAY | JUPITER | FL | 33458 | NOT RELATED | PUBLIC CHARITY | GENERAL | $500 |
| KRAVIS CENTER FOR THE PERFORMING ARTS | |||||||
| 701 OKEECHOBEE BLVD | WEST PALM BEACH | FL | 33401 | NOT RELATED | PUBLIC CHARITY | GENERAL | $210,833 |
| LEEDS ENDOWMENT | |||||||
| 435 SOUTHERN BOULEVARD | WEST PALM BEACH | FL | 33405 | NOT RELATED | PUBLIC CHARITY | GENERAL | $2,500 |
| MEYER ARTHUR I JEWISH ACADEMY | |||||||
| 5225 HOOD ROAD | PALM BEACH GARDENS | FL | 33418 | NOT RELATED | PUBLIC CHARITY | GENERAL | $6,000 |
| MORSE LIFE HEALTH SYSTEM | |||||||
| 4847 DAVID S MACK DRIVE | WEST PALM BEACH | FL | 33417 | NOT RELATED | PUBLIC CHARITY | GENERAL | $1,000 |
| NONPROFITS FIRST | |||||||
| 1818 S AUSTRALIAN AVENUE 450 | WEST PALM BEACH | FL | 33409 | NOT RELATED | PUBLIC CHARITY | GENERAL | $170 |
| 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 COUNTY MEDICAL SOCIETY | |||||||
| 3540 FOREST HILL BLVD STE 101 | WEST PALM BEACH | FL | 33406 | NOT RELATED | PUBLIC CHARITY | GENERAL | $514 |
| PALM BEACH FELLOWSHIP OF CHRISTIANS & JEWS | |||||||
| 139 NORTH COUNTY ROAD SUITE 36 | PALM BEACH | FL | 33480 | NOT RELATED | PUBLIC CHARITY | GENERAL | $1,000 |
| PALM BEACH PHILANTHROPY TANK | |||||||
| 4521 PGA BLVD 468 | PALM BEACH GARDENS | FL | 33418 | NOT RELATED | PUBLIC CHARITY | GENERAL | $5,000 |
| PALM BEACH SYMPHONY | |||||||
| 400 HIBISCUS STREET SUITE 100 | WEST PALM BEACH | FL | 33401 | NOT RELATED | PUBLIC CHARITY | GENERAL | $1,000 |
| SCRIPPS RESEARCH INSTITUTE | |||||||
| 130 SCRIPPS WAY 4B2 | JUPITER | FL | 33458 | NOT RELATED | PUBLIC CHARITY | GENERAL | $6,300 |
| TEMPLE JUDEA | |||||||
| 4311 HOOD ROAD | PALM BEACH GARDENS | FL | 33401 | NOT RELATED | PUBLIC CHARITY | GENERAL | $13,600 |
| TOWN OF PALM BEACH UNITED WAY | |||||||
| 44 COCOANUT ROW M201 | PALM BEACH | FL | 33480 | NOT RELATED | PUBLIC CHARITY | GENERAL | $3,334 |
| TREE OF LIFE CENTER INC | |||||||
| 2017 BROWARD AVE | WEST PALM BEACH | FL | 33407 | NOT RELATED | PUBLIC CHARITY | GENERAL | $1,352 |
| WASHINGTON INSTITUTE FOR NEAR EAST POLICY | |||||||
| 1111 19TH STREET NW SUITE 500 | WASHINGTON | DC | 20036 | NOT RELATED | PUBLIC CHARITY | GENERAL | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $425,395 | 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 | $30,488 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED INVESTMENT APPREC./(DEPREC.) | Desc |
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$30,721 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$233 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | WILLIAM A MEYER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $172,655 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (5 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 1,217 SHS ATLASSIAN CORP PLC | $147,367 | 2019-12-20 |
| 1 | 1,077 SHS ALLAKOS INC | $117,135 | 2019-12-20 |
| 1 | 2,515 SHS POOL CORP | $541,002 | 2019-12-20 |
| 1 | 1,077 SHS Q2 HOLDINGS INC | $88,325 | 2019-12-20 |
| 1 | 240 SHS TRANSDIGM GROUP INC | $141,910 | 2019-12-20 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $1,750 | Amt |
| Net Investment Income | $875 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $875 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1,077 SHS ALLAKOS INC | $19,386 | $102,703 |
| 1,217 SHS ATLASSIAN CORP PLC | $25,557 | $146,454 |
| 2,515 SHS POOL CORP | $85,981 | $534,136 |
| 1,077 SHS Q2 HOLDINGS INC | $14,001 | $87,323 |
| 240 SHS TRANSDIGM GROUP INC | $25,976 | $134,400 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENTS MARK-TO-MARKET ADJUSTMENT | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $834,113 | EOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK FEES | Desc |
| Revenue And Expenses Per Books | $223 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $112 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $111 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED INVESTMENT APPREC./(DEPREC.) | Desc |
| Revenue And Expenses Per Books | -$30,721 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | -$30,721 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $72 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $201 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |