DENISE & WILLIAM MEYER FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- DENISE & WILLIAM MEYER FOUNDATION (EIN 65-6117970)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-24
- IRS object ID
- 202522979349100612
- Schema version
- 2024v5.2
- 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 Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-24T08:05:12-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 871353108 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EISNER ADVISORY GROUP LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 505 SOUTH FLAGLER DRIVE SUITE 900 | AddressLine1Txt |
| City | WEST PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 656117970 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WILLIAM A MEYER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILL | 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 | 2025-10-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ADAM SLAVIN | PreparerPersonNm |
| PTIN | P01593487 | PTIN |
| Phone | 5618329292 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,720,834 | 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 | $442,071 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $8,212 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $8,212 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $9,909 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,909 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $288,407 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $697,328 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $288,407 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $648,131 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $20,375 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,396,730 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $326,903 | 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 |
| Taxes Rev And Expnss | $100 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $100 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,593 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $362 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,693 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $462 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $538,051 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $538,051 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $539,744 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $462 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $538,051 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $856,986 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $326,441 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $21,110 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,354,212 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,354,212 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,106,028 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,077,911 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $29,087 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $1,787,084 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,366,622 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,366,622 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,943,309 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,798,745 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,720,834 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $1,550 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,550 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,544,634 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,544,634 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,397,125 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,254,111 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,941,759 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,798,745 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,943,309 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,798,745 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,941,759 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $856,986 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,798,745 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,798,745 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $174,687 | $169,797 | $4,890 | $4,890 |
| PUBLICLY TRADED SECURITIES | $522,641 | $239,124 | $283,517 | $283,517 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $288,407 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,538 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,538 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,538 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,838 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $4,600 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $9,438 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,900 | OverpaymentAmt |
| Applied To ES Tax | $4,900 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | $1,150,818 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $188,277 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,339,095 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,339,095 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $20,086 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,319,009 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $65,950 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $65,950 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,538 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,538 | TotalTaxAmt |
| Distributable Before Adj | $61,412 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $61,412 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $61,412 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $538,051 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $538,051 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $61,412 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $355,143 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $331,002 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $333,835 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $264,323 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $453,764 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,738,067 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $538,051 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $61,412 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $476,639 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,214,706 | 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 | $355,143 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,859,563 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $331,002 | ExcessFromYear4Amt |
| Excess From Year3 | $333,835 | ExcessFromYear3Amt |
| Excess From Year2 | $264,323 | ExcessFromYear2Amt |
| Excess From Year1 | $453,764 | ExcessFromYear1Amt |
| Excess From Current Year | $476,639 | 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 (33 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 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 | $5,000 |
| CENTER FOR CREATIVE EDUCATION | |||||||
| 2400 METROCENTRE BLVD | WEST PALM BEACH | FL | 33407 | NOT RELATED | PUBLIC CHARITY | GENERAL | $1,000 |
| CHELSEA MORRISON FOUNDATION | |||||||
| 222 LAKEVIEW AVE | WEST PALM BEACH | FL | 33401 | NOT RELATED | PUBLIC CHARITY | GENERAL | $500 |
| CLINICS CAN HELP | |||||||
| 2560 WESTGATE AVE | WEST PALM BEACH | FL | 33409 | NOT RELATED | PUBLIC CHARITY | GENERAL | $1,500 |
| 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 |
| COX SCIENCE CENTER & AQUARIUM | |||||||
| 4801 DREHER TRAIL NORTH | WEST PALM BEACH | FL | 33405 | NOT RELATED | PUBLIC CHARITY | GENERAL | $10,000 |
| CRAZY HORSE MEMORIAL FOUNDATION | |||||||
| 12151 AVENUE OF THE CHIEFS | CRAZY HORSE | SD | 577308900 | NOT RELATED | PUBLIC CHARITY | GENERAL | $100 |
| CULTURAL COUNCIL FOR PALM BEACH COUNTY | |||||||
| 601 LAKE AVE | LAKE WORTH BEACH | FL | 33460 | NOT RELATED | PUBLIC CHARITY | GENERAL | $1,000 |
| 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 |
| HISTORICAL SOCIETY OF PALM BEACH COUNTY | |||||||
| 300 N DIXIE HWY | WEST PALM BEACH | FL | 33401 | NOT RELATED | PUBLIC CHARITY | GENERAL | $6,000 |
| HOLOCAUST EDUCATION & RESEARCH CENTER | |||||||
| 401 ELMGROVE AVENUE | PROVIDENCE | RI | 02906 | NOT RELATED | PUBLIC CHARITY | GENERAL | $1,000 |
| INSIGHT CHAMBER PLAYERS INC | |||||||
| 7726 CANNON BALL ROAD | PALM BEACH GARDENS | FL | 33418 | NOT RELATED | PUBLIC CHARITY | GENERAL | $1,000 |
| JACK THE BIKEMAN | |||||||
| PO BOX 17565 | WEST PALM BEACH | FL | 33416 | NOT RELATED | PUBLIC CHARITY | GENERAL | $500 |
| JEWISH FEDERATION OF PALM BEACH COUNTY | |||||||
| 1 HARVARD CIRCLE SUITE 100 | WEST PALM BEACH | FL | 33409 | NOT RELATED | PUBLIC CHARITY | GENERAL | $110,667 |
| 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 |
| KRAVIS CENTER FOR THE PERFORMING ARTS | |||||||
| 701 OKEECHOBEE BLVD | WEST PALM BEACH | FL | 33401 | NOT RELATED | PUBLIC CHARITY | GENERAL | $325,000 |
| MEYER ARTHUR I JEWISH ACADEMY | |||||||
| 5225 HOOD ROAD | PALM BEACH GARDENS | FL | 33418 | NOT RELATED | PUBLIC CHARITY | GENERAL | $1,800 |
| PALM BEACH CIVIC ASSOCIATION | |||||||
| 139 NORTH COUNTY ROAD SUITE 33 | PALM BEACH | FL | 33480 | NOT RELATED | PUBLIC CHARITY | GENERAL | $5,000 |
| PALM BEACH COUNTRY CLUB FOUNDATION | |||||||
| 760 N OCEAN BLVD | PALM BEACH | FL | 33480 | NOT RELATED | PUBLIC CHARITY | GENERAL | $2,000 |
| 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 | $6,000 |
| PALM BEACH POLICE & FIRE FOUNDATION | |||||||
| 139 NORTH COUNTY ROAD 28 | PALM BEACH | FL | 33480 | NOT RELATED | PUBLIC CHARITY | GENERAL | $1,000 |
| PALM BEACH SYMPHONY | |||||||
| 400 HIBISCUS STREET SUITE 100 | WEST PALM BEACH | FL | 33401 | NOT RELATED | PUBLIC CHARITY | GENERAL | $1,000 |
| SAFEGUARD PALM BEACH INC | |||||||
| 139 NORTH COUNTY ROAD | PALM BEACH | FL | 33480 | NOT RELATED | PUBLIC CHARITY | GENERAL | $1,050 |
| SCRIPPS RESEARCH INSTITUTE | |||||||
| 130 SCRIPPS WAY 4B2 | JUPITER | FL | 33458 | NOT RELATED | PUBLIC CHARITY | GENERAL | $1,500 |
| SUITS FOR SENIORS | |||||||
| 251 W 11TH ST UNIT 904 | RIVIERA BEACH | FL | 33404 | NOT RELATED | PUBLIC CHARITY | GENERAL | $5,000 |
| TEMPLE JUDEA | |||||||
| 4311 HOOD ROAD | PALM BEACH GARDENS | FL | 33410 | NOT RELATED | PUBLIC CHARITY | GENERAL | $3,600 |
| THE FUND FOR WEST PALM BEACH POLICE | |||||||
| 600 BANYAN BLVD STE 100 | WEST PALM BEACH | FL | 33401 | NOT RELATED | PUBLIC CHARITY | GENERAL | $10,000 |
| TOWN OF PALM BEACH UNITED WAY | |||||||
| 44 COCOANUT ROW M201 | PALM BEACH | FL | 33480 | NOT RELATED | PUBLIC CHARITY | GENERAL | $3,334 |
| UNIVERSITY OF PENNSYLVANIASCHOOL OF SOCIAL POLICY & PRACTICE | |||||||
| 3451 WALNUT STREET | PHILADELPHIA | PA | 19104 | NOT RELATED | PUBLIC CHARITY | GENERAL | $1,000 |
| WASHINGTON INSTITUTE FOR NEAR EAST POLICY | |||||||
| 1111 19TH STREET NW SUITE 500 | WASHINGTON | DC | 20036 | NOT RELATED | PUBLIC CHARITY | GENERAL | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $538,051 | 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 | $8,212 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,909 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $20,375 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $288,407 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| UNREALIZED INVESTMENT APPREC./(DEPREC.) | 18 | -$190,164 |
| INSURANCE POLICY | 28 | $817,920 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $954,659 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $954,659 | 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 |
|---|---|---|---|---|---|---|
| WILLIAM A MEYER | ||||||
| 1 | 1601 BELVEDERE RD STE 407S | WEST PALM BEACH | FL | 33406 | $400,007 | Yes (X) |
| SYDELLE F MEYER CLAT DTD 12272004 | ||||||
| 2 | 1601 BELVEDERE RD STE 407S | WEST PALM BEACH | FL | 33406 | $42,064 | Yes (X) |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (30 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CITIGROUP GLOBAL MARKETS L/O TC-CYN EFA IWM SPY | $242,750 | $0 |
| HEICO CORP | $38,891 | $0 |
| MARTIN MARIETTA MATERIALS INC | $51,650 | $0 |
| POOL CORP | $37,503 | $0 |
| PROCORE TECHNOLOGIES INC | $31,321 | $0 |
| QUANTA SERVICES | $58,785 | $0 |
| SITEONE LANDSCAPE SUPPLY INC | $25,036 | $0 |
| TRANSDIGM GROUP INC | $70,968 | $0 |
| ALPHABET INC CAP STK CL C | $17,711 | $0 |
| AMAZON | $102,894 | $0 |
| APPFOLIO INC COM CL A | $28,373 | $0 |
| CANADIAN PAC KANS CITY LTD ISIN | $16,790 | $0 |
| CHIPOTLE MEXICAN GRILL INC | $10,613 | $0 |
| COSTAR GROUP | $17,898 | $0 |
| DATADOG INC CL A | $28,578 | $0 |
| FERGASON ENTERPRISES | $18,279 | $0 |
| GE AEROSPACE | $45,534 | $0 |
| GE VERNOVA | $19,736 | $0 |
| GLAUKOS CORP | $31,487 | $0 |
| GOLAR LNG LIMITED | $13,754 | $0 |
| INTUITIVE SURGICAL | $24,010 | $0 |
| LIBERTY MEDIA CORP | $23,443 | $0 |
| LOAR HOLDINGS | $16,999 | $0 |
| MERCADOLIBRE INC | $20,405 | $0 |
| NATERA INC | $25,961 | $0 |
| SERVICETITAL INC | $823 | $0 |
| SHERWIN-WILLIAMS | $21,076 | $0 |
| SHOPIFY INC | $9,251 | $0 |
| SIRIUSPOINT LTD | $21,389 | $0 |
| WARBY PARKER INC | $6,003 | $0 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| LIFE INSURANCE POLICIES | $1,762,084 | $1,366,622 | $1,366,622 |
| PREPAID EXPENSE AMEX | $25,000 | $0 | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ACCOUNT FEES | $0 | $0 | $0 |
| MEMBER FEES | $325 | $325 | $0 |
| BANK SERVICE CHARGES | $37 | $37 | $0 |
| COUVERT CHARGES/DEDUCTIONS | $1,231 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| UBS FINANCIAL SERVICES ACCT # 3K-04067 | $20,375 | $20,375 | $20,375 |
| UNREALIZED INVESTMENT APPREC./(DEPREC.) | -$190,164 | -$190,164 | |
| INSURANCE POLICY | $817,920 | $817,920 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER LIABILITIES | Desc |
| BOY Book Value | $1,550 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX W/H ON DIVIDENDS | CategoryTxt |
| Amt | $100 | Amt |
| Net Investment Income | $100 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |