STRATEGY STUDIO / PUBLIC DATA EXPLORER

DENISE & WILLIAM MEYER FOUNDATION: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
DENISE & WILLIAM MEYER FOUNDATION (EIN 65-6117970)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-11-15
IRS object ID
201213209349101571
Schema version
2011v1.2
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2012-11-15T14:20:05-06:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

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 Date2011-01-01TaxPeriodBeginDate

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 Signed2012-11-09DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameJOEL H LEVINEName
PTINP00085421PTIN
Phone5618329292Phone
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY89100FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss51113ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss5InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm5InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss1435DividendsRevAndExpnss
Dividends Net Invst Incm1435DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss3026NetGainSaleAssetsRevAndExpnss
Gross Sales Price25546GrossSalesPrice
Capital Gain Net Incm Net Invst Incm3026CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses55579TotalRevenueAndExpenses
Total Net Investment Income4466TotalNetInvestmentIncome
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 Incm750AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps0AccountingFeesDsbrsChrtblPrps
Other Prof Fees Rev And Expnss150OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm150OtherProfFeesNetInvstIncm
Other Prof Fees Dsbrs Chrtbl Prps0OtherProfFeesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss900TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm900TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss65995ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps65995ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss66895TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm900TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps65995TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-11316ExcessOfRevenueOverExpenses
Net Investment Income3566NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Savings And Temp Cash Invst BOY4647SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY13656SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV13656SavingsAndTempCashInvstEOYFMV
Investments Other BOY96065InvestmentsOtherBOY
Investments Other EOY75740InvestmentsOtherEOY
Investments Other EOYFMV75444InvestmentsOtherEOYFMV
Total Assets BOY100712TotalAssetsBOY
Total Assets EOY89396TotalAssetsEOY
Total Assets EOYFMV89100TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY100712CapitalStockBOY
Capital Stock EOY89396CapitalStockEOY
Paid In Or Capital Surplus BOY0PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY0PaidInOrCapitalSurplusEOY
Retained Earnings BOY0RetainedEarningsBOY
Retained Earnings EOY0RetainedEarningsEOY
Total Net Assets BOY100712TotalNetAssetsBOY
Total Net Assets EOY89396TotalNetAssetsEOY
Total Liabilities Net Assets BOY100712TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY89396TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY100712TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-11316ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal89396Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY89396TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)

Description Of AssetDescriptionOfAssetHow AcquiredHowAcquiredDate AcquiredDateAcquiredDate SoldDateSoldGross Sales PriceGrossSalesPriceCost Or Other BasisCostOrOtherBasisGain Or LossGainOrLossGains Minus Excess Or LossesGainsMinusExcessOrLosses
MERRILL LYNCH -4008P2010-01-072011-05-12247782252022582258
CAPITAL GAINS DIVIDENDSP768768768
FieldValueIRS element (for citing)
Capital Gain Net Income3026CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year142140QualifyingDistributionsYear1
Noncharitable Assets Year1115701NoncharitableAssetsYear1
Distribution Ratio Year10.364215DistributionRatioYear1
Qualifying Distributions Year264296QualifyingDistributionsYear2
Noncharitable Assets Year2171677NoncharitableAssetsYear2
Distribution Ratio Year20.374517DistributionRatioYear2
Qualifying Distributions Year364565QualifyingDistributionsYear3
Noncharitable Assets Year3303263NoncharitableAssetsYear3
Distribution Ratio Year30.212901DistributionRatioYear3
Qualifying Distributions Year472457QualifyingDistributionsYear4
Noncharitable Assets Year4384230NoncharitableAssetsYear4
Distribution Ratio Year40.188577DistributionRatioYear4
Qualifying Distributions Year561750QualifyingDistributionsYear5
Noncharitable Assets Year5402091NoncharitableAssetsYear5
Distribution Ratio Year50.153572DistributionRatioYear5
Total Distribution Ratio1.293782TotalDistributionRatio
Average Distribution Ratio0.258756AverageDistributionRatio
Net Noncharitable Assets96079NetNoncharitableAssets
Adjusted Noncharitable Assets24861AdjustedNoncharitableAssets
One Percent Net Investment Income36OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One24897AdjNonchrtblAssetsAndOnePct
Qualifying Distributions65995QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax36InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal36Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income36TaxBasedOnInvestmentIncome
Total Credits And Payments0TotalCreditsAndPayments
Tax Due36TaxDue

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 Contributors0NewSubstantialContributors
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 Securities86423AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances11119AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets97542TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets97542AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable1463CashDeemedCharitable
Net Noncharitable Assets96079NetNoncharitableAssets
Minimum Investment Return4804MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return4804MinimumInvestmentReturn
Tax Based On Investment Income36TaxBasedOnInvestmentIncome
Total Tax36TotalTax
Distributable Amount Before Adj4768DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded4768DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted4768DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions65995ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions65995QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm36OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions65959AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted4768DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Excess Distri Carryover Year542431ExcessDistriCarryoverYear5
Excess Distri Carryover Year454270ExcessDistriCarryoverYear4
Excess Distri Carryover Year349578ExcessDistriCarryoverYear3
Excess Distri Carryover Year255712ExcessDistriCarryoverYear2
Excess Distri Carryover Year136361ExcessDistriCarryoverYear1
Total Excess Distri Carryover238352TotalExcessDistriCarryover
Qualifying Distributions65995QualifyingDistributions
Applied To Year10AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year4768AppliedToCurrentYear
Remaining Distri From Corpus61227RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus0ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY0ExcessDistriCyovAppliedCY
Total Corpus299579TotalCorpus
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 Year542431ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year257148ExcessDistriCyovToNextYear
Excess From Year454270ExcessFromYear4
Excess From Year349578ExcessFromYear3
Excess From Year255712ExcessFromYear2
Excess From Year136361ExcessFromYear1
Excess From Current Year61227ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

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

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (28 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmountAddress Line2RecipientUSAddress/AddressLine2
ALLIANCE FOR EATING DISORDER AWARENESS
1649 FORUM PLACE 10WEST PALM BEACHFL33401NOT RELATEDPUBLIC CHARITYGENERAL$50
ALZHEIMER'S COMMUNITY CARE INC
800 NORTHPOINT PARKWAY SUITE 101-BWEST PALM BEACHFL33407NOT RELATEDPUBLIC CHARITYGENERAL$5,660
ARTHUR I MEYER JEWISH ACADEMY
3261 NORTH MILITARY TRAILWEST PALM BEACHFL33409NOT RELATEDPUBLIC CHARITYGENERAL$160
CROHN'S AND COLITIS FOUNDATION OF AMERICA
386 PARK AVENUE SOUTH 17TH FLOORNEW YORKNY10016NOT RELATEDPUBLIC CHARITYGENERAL$100
FLORIDA STAGE
262 SOUTH OCEAN BLVDMANALAPANFL33462NOT RELATEDPUBLIC CHARITYGENERAL$1,400
H LEE MOFFIT CANCER CENTER
12902 MAGNOLIA DRIVETAMPAFL33612NOT RELATEDPUBLIC CHARITYGENERAL$100
KRAVIS CENTER FOR THE PERFORMING ARTS
701 OKEECHOBEE BLVDWEST PALM BEACHFL33401NOT RELATEDPUBLIC CHARITYGENERAL$12,667
MORSE LIFE
4847 FRED CLADSTONE DRIVEWEST PALM BEACHFL33417NOT RELATEDPUBLIC CHARITYGENERAL$538
PALM BEACH CIVIC ASSOCIATION
139 NORTH COUNTY ROAD SUITE 33PALM BEACHFL33480NOT RELATEDPUBLIC CHARITYGENERAL$200
PALM BEACH COUNTRY CLUB FOUNDATION
760 N OCEAN BLVDPALM BEACHFL33480NOT RELATEDPUBLIC CHARITYGENERAL$1,500
PALM BEACH DRAMA WORKS
322 BANYAN BLVDWEST PALM BEACHFL33401NOT RELATEDPUBLIC CHARITYGENERAL$2,667
TEMPLE JUDEA
100 CHILLINGWORTH DRIVEWEST PALM BEACHFL33401NOT RELATEDPUBLIC CHARITYGENERAL$4,974
TOWN OF PALM BEACH UNITED WAY
44 COCOANUT ROW M201PALM BEACHFL33480NOT RELATEDPUBLIC CHARITYGENERAL$3,334
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
ANTI-DEFAMATION LEAGUE
605 THIRD AVENUENEW YORKNY10158NOT RELATEDPUBLIC CHARITYGENERAL$5,000
GEORGETOWN UNIVERSITY
PO BOX 57123WASHINGTONDC20057NOT RELATEDPUBLIC CHARITYGENERAL$1,000
HOPE FOR DEPRESSION
667 MADISON AVENUE 17TH FLOORNEW YORKNY10065NOT RELATEDPUBLIC CHARITYGENERAL$250
THE LORD'S PLACE
PO BOX 3265WEST PALM BEACHFL33402NOT RELATEDPUBLIC CHARITYGENERAL$100
JEWISH FEDERATION OF WEST PALM BEACH
4601 COMMUNITY DRIVEWEST PALM BEACHFL334172760NOT RELATEDPUBLIC CHARITYGENERAL$13,020
JOHN HOPKINS SCHOOL OF MEDICINE
733 N-BROADWAY STE G49BALTIMOREMD212052196NOT RELATEDPUBLIC CHARITYGENERAL$50
KIDNEY ASSOCIATION OF SOUTH FLORIDA
1764 N CONGRESS AVE STE 205WEST PALM BEACHFL33409NOT RELATEDPUBLIC CHARITYGENERAL$100
PALM BEACH CENTENNIAL INC
340 ROYAL POINCIANA WAY STE 326BPALM BEACHFL33480NOT RELATEDPUBLIC CHARITYGENERAL$1,000
PALM BEACH COUNTY CULTURAL COUNCIL
THE ROBERT M MONTGOMERY JR BUILDINGLAKE WORTHFL33460NOT RELATEDPUBLIC CHARITYGENERAL$600601 LAKE AVENUE
PALM BEACH FELLOWSHIP FOR CHRIST
5343 NORTH LAKE BLVDPALM BEACH GARDENSFL33418NOT RELATEDPUBLIC CHARITYGENERAL$150
UJC FEDERATIONS
4601 COMMUNITY DRIVEWEST PALM BEACHFL334172760NOT RELATEDPUBLIC CHARITYGENERAL$175
UNITED WAY TOY DRIVE
105 WILLIAM ST 3RD FLNEW BEDFORDMA02740NOT RELATEDPUBLIC CHARITYGENERAL$100
ACF
370 LENFANT PROMENADE SWWASHINGTONDC20447NOT RELATEDPUBLIC CHARITYGENERAL$100
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year65995TotGrantOrContriPaidDuringYear
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$5ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$1,435ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Exclusion Code18ExclusionCode
Exclusion$3,026ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$4,466ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA4466TotalPartXVIA

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 IndividualWILLIAM A MEYERContributorNameIndividual

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 Contributions51113AggregateContributions
Person Contribution TypeXPersonContributionType

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategory
Amount$750Amount
Net Investment Income750NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

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 Value75740BookValue
EOYFMV75444EOYFMV

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

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