TY 2012 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Nonexempt Charitable Trust
Treated as a Private Foundation

Note. The foundation may be able to use a copy of this return to satisfy state reporting requirements.

OMB No. 1545-0052

2012

Open to Public Inspection

For calendar year 2012, or tax year beginning 01-01-2012 , and ending 12-31-2012

Name of foundation
MEIER FAMILY FOUNDATION LTD

Number and street (or P.O. box number if mail is not delivered to street address)532 MAIN STREET Room/suite

City or town, state, and ZIP code
CHATHAM, MA02633

A Employer identification number

04-3367551

B Telephone number (see instructions)

C If exemption application is pending, check here bullet

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address changeName change

D 1. Foreign organizations, check here ............. bullet

2. Foreign organizations meeting the 85% test,
check here and attach computation ........... bullet

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trustOther taxable private foundation

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) bullet

$734,850J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

E If private foundation status was terminated
under section 507(b)(1)(A), check here ......... bullet

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ......... bullet

	Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)	(a) Revenue and expenses per books		(b) Net investment income	(c) Adjusted net income	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)	10,000
2	Check
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities......	20,671		20,671	20,671
5a	Gross rents..............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		58,431
b	Gross sales price for all assets on line 6a 265,373
7	Capital gain net income (from Part IV, line 2)...			16
8	Net short-term capital gain.........
9	Income modifications...........
10a	Gross sales less returns and allowances
b	Less: Cost of goods sold....
c	Gross profit or (loss) (attach schedule).....
11	Other income (attach schedule).......
12	Total. Add lines 1 through 11........	89,102		20,687	20,671
13	Compensation of officers, directors, trustees, etc.
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......		2,585
c	Other professional fees (attach schedule)....
17	Interest...............
18	Taxes (attach schedule) (see instructions)
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......		8,020
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	10,605		0		0
25	Contributions, gifts, grants paid........	53,291				53,291
26	Total expenses and disbursements. Add lines 24 and 25	63,896		0		53,291
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	25,206
b	Net investment income (if negative, enter -0-)			20,687
c	Adjusted net income (if negative, enter -0-)...				20,671

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2012)

Form 990-PF (2012)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing...............	57,323	36,991	36,991
	2	Savings and temporary cash investments..........
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	5	Grants receivable.................
	6	Receivables due from officers, directors, trustees, and other
		disqualified persons (attach schedule) (see page 15 of the
		instructions)....................
	7	Other notes and loans receivable (attach schedule)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use...............
	9	Prepaid expenses and deferred charges...........
	10a	Investments—U.S. and state government obligations (attach schedule)
	b	Investments—corporate stock (attach schedule)........	457,758	503,572	697,859
	c	Investments—corporate bonds (attach schedule)........
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans..............
	13	Investments—other (attach schedule)...........
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	515,081	540,563	734,850
	17	Accounts payable and accrued expenses..........	2,485	2,485
	18	Grants payable...................
	19	Deferred revenue..................
	20	Loans from officers, directors, trustees, and other disqualified persons
	21	Mortgages and other notes payable (attach schedule)......
	22	Other liabilities (describe )
	23	Total liabilities (add lines 17 through 22)..........	2,485	2,485
		Foundations that follow SFAS 117, check here
		and complete lines 24 through 26 and lines 30 and 31.
	24	Unrestricted....................
	25	Temporarily restricted................
	26	Permanently restricted................
		Foundations that do not follow SFAS 117, check here
		and complete lines 27 through 31.
	27	Capital stock, trust principal, or current funds.........
	28	Paid-in or capital surplus, or land, bldg., and equipment fund
	29	Retained earnings, accumulated income, endowment, or other funds	512,596	538,078
	30	Total net assets or fund balances (see page 17 of the
		instructions)....................	512,596	538,078
	31	Total liabilities and net assets/fund balances (see page 17 of
		the instructions)..................	515,081	540,563

Part III	Analysis of Changes in Net Assets or Fund Balances
1	Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
	with end-of-year figure reported on prior year’s return)...............	1	512,596
2	Enter amount from Part I, line 27a.....................	2	25,206
3	Other increases not included in line 2 (itemize)	3	276
4	Add lines 1, 2, and 3..........................	4	538,078
5	Decreases not included in line 2 (itemize)	5
6	Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30.	6	538,078

Form 990-PF (2012)

Page 3

Part IV

Capital Gains and Losses for Tax on Investment Income

(a) List and describe the kind(s) of property sold (e.g., real estate, 2-story brick warehouse; or common stock, 200 shs. MLC Co.)		(b) How acquired P—Purchase D—Donation	(c) Date acquired (mo., day, yr.)	(d) Date sold (mo., day, yr.)
1a
b
c
d
e

(e) Gross sales price		(f) Depreciation allowed (or allowable)	(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a
b
c
d
e

Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69
(i) F.M.V. as of 12/31/69	(j) Adjusted basis as of 12/31/69	(k) Excess of col. (i) over col. (j), if any
a
b
c
d
e

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	16
3	Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
	If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0- in Part I, line 8 . . . . . . . . . . . . . . . .		3

Part V

Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income

(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.

Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period? Yes No

If “Yes,” the foundation does not qualify under section 4940(e). Do not complete this part.

1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a) Base period years Calendar year (or tax year beginning in)	(b) Adjusted qualifying distributions	(c) Net value of noncharitable-use assets	(d) Distribution ratio (col. (b) divided by col. (c))
2011	56,205	676,499	0.083082
2010	53,867	658,407	0.081814
2009	48,641	736,565	0.066038
2008	65,431
2007	75,024

2	Total of line 1, column (d) ......................	2	0.230934
3	Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by the number of years the foundation has been in existence if less than 5 years. . .	3	0.076978
4	Enter the net value of noncharitable-use assets for 2012 from Part X, line 5.....	4	733,841
5	Multiply line 4 by line 3.......................	5	56,490
6	Enter 1% of net investment income (1% of Part I, line 27b)...........	6	207
7	Add lines 5 and 6.........................	7	56,697
8	Enter qualifying distributions from Part XII, line 4..............	8	53,291
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.

Form 990-PF (2012)

Page 4

Part VI

Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)

1a	Exempt operating foundations described in section 4940(d)(2), check hereand enter “N/A” on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)
b	Domestic foundations that meet the section 4940(e) requirements in Part V, check	1	414
	hereand enter 1% of Part I, line 27b...................
c	All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2	Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	2
3	Add lines 1 and 2............................	3	414
4	Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-).	4
5	Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- .....	5	414
6	Credits/Payments:

a	2012 estimated tax payments and 2011 overpayment credited to 2012	6a
b	Exempt foreign organizations—tax withheld at source.......	6b
c	Tax paid with application for extension of time to file (Form 8868)	6c
d	Backup withholding erroneously withheld ...........	6d

7	Total credits and payments. Add lines 6a through 6d..............		7
8	Enter any penalty for underpayment of estimated tax. Check hereif Form 2220 is attached.		8
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9	414
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10
11	Enter the amount of line 10 to be: Credited to 2013 estimated tax	Refunded	11

Part VII-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of

the instructions for definition)?............................

If the answer is “Yes” to 1a or 1b, attach a detailed description of the activities and copies of any materials

published or distributed by the foundation in connection with the activities.

Did the foundation file Form 1120-POL for this year?.....................

Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:

(1) On the foundation. bullet

$ (2) On foundation managers. bullet

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. bullet

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If “Yes,” attach a detailed description of the activities.

Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles

of incorporation, or bylaws, or other similar instruments? If “Yes,” attach a conformed copy of the changes....

Did the foundation have unrelated business gross income of $1,000 or more during the year?........

If “Yes,” has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If “Yes,” attach the statement required by General Instruction T.

Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:

By language in the governing instrument, or

By state legislation that effectively amends the governing instrument so that no mandatory directions

that conflict with the state law remain in the governing instrument?................

Yes

Did the foundation have at least $5,000 in assets at any time during the year? If “Yes,” complete Part II, col. (c), and Part XV.

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

If the answer is “Yes” to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney

General (or designate) of each state as required by General Instruction G? If “No,” attach explanation .

Yes

Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)

or 4942(j)(5) for calendar year 2012 or the taxable year beginning in 2012 (see instructions for Part XIV)?

If “Yes,” complete Part XIV.............................

Did any persons become substantial contributors during the tax year? If “Yes,” attach a schedule listing their names and addresses.

At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the

meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............

Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had

advisory privileges? If "Yes," attach statement (see instructions).................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address bullet

N/A

The books are in care of bullet

WALTER J MEIER Telephone no. bullet

(508) 945-0690

Located at bullet

532 MAIN STREETCHATHAMMA ZIP+4 bullet

02646

Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —Check here......... bullet

and enter the amount of tax-exempt interest received or accrued during the year ...... bullet

At any time during calendar year 2012, did the foundation have an interest in or a signature or other authority over

a bank, securities, or other financial account in a foreign country? .................

See instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the foreign country bullet

Form 990-PF (2012)

Page 5

Part VII-B

Statements Regarding Activities for Which Form 4720 May Be Required

File Form 4720 if any item is checked in the “Yes” column, unless an exception applies.

Yes

During the year did the foundation (either directly or indirectly):

(1) Engage in the sale or exchange, or leasing of property with a disqualified person? YesNo

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person?.........................YesNo

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? YesNo

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? YesNo

(5) Transfer any income or assets to a disqualified person (or make any of either available

for the benefit or use of a disqualified person)?.................YesNo

(6) Agree to pay money or property to a government official? (Exception. Check “No”

if the foundation agreed to make a grant to or to employ the official for a period

after termination of government service, if terminating within 90 days.).........YesNo

If any answer is “Yes” to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations

section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...

Organizations relying on a current notice regarding disaster assistance check here......... bullet

Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,

that were not corrected before the first day of the tax year beginning in 2012?.............

Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private

operating foundation defined in section 4942(j)(3) or 4942(j)(5)):

At the end of tax year 2012, did the foundation have any undistributed income (lines 6d

and 6e, Part XIII) for tax year(s) beginning before 2012?...............YesNo

If “Yes,” list the years bullet

20, 20, 20, 20

Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)

(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)

to all years listed, answer “No” and attach statement—see instructions.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year?.........................YesNo

If “Yes,” did it have excess business holdings in 2012 as a result of (1) any purchase by the foundation

or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved

by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)

the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine

if the foundation had excess business holdings in 2012.)....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its

charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2012?

During the year did the foundation pay or incur any amount to:

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? YesNo

(2) Influence the outcome of any specific public election (see section 4955); or to carry

on, directly or indirectly, any voter registration drive?...............YesNo

(3) Provide a grant to an individual for travel, study, or other similar purposes? YesNo

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see instructions)........YesNo

(5) Provide for any purpose other than religious, charitable, scientific, literary, or

educational purposes, or for the prevention of cruelty to children or animals?........YesNo

If any answer is “Yes” to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in

Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......

Organizations relying on a current notice regarding disaster assistance check here......... bullet

If the answer is “Yes” to question 5a(4), does the foundation claim exemption from the

tax because it maintained expenditure responsibility for the grant?............YesNo

If “Yes,” attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract?........................YesNo

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....

If “Yes” to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction? YesNo

If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....

Form 990-PF (2012)

Page 6

Part VIII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors

1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
(a) Name and address	(b) Title, and average hours per week devoted to position	(c) Compensation (If not paid, enter -0-)	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
WALTER J MEIER	PRESIDENT 5.00	0	0	0
532 MAIN STREET CHATHAM,MA02646	PRESIDENT 5.00	0	0	0

2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE.”
(a) Name and address of each employee paid more than $50,000	(b) Title, and average hours per week devoted to position	(c) Compensation	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
NONE









Total number of other employees paid over $50,000...................

3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000	(b) Type of service	(c) Compensation
NONE

Total number of others receiving over $50,000 for professional services............. bullet

Part IX-A

Summary of Direct Charitable Activities

List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.		Expenses
1


2


3


4

Form 990-PF (2012)

Page 7

Part IX-B

Summary of Program-Related Investments (see instructions)

Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.		Amount
1	N/A
2


All other program-related investments. See page 24 of the instructions.
3

Total. Add lines 1 through 3.......................... bullet

Part X

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

675,053

Average of monthly cash balances.......................

47,157

Fair market value of all other assets (see instructions)................

22,806

Total (add lines 1a, b, and c).........................

745,016

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

745,016

Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see

instructions) .............................

11,175

Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4

733,841

Minimum investment return. Enter 5% of line 5..................

36,692

Part XI

Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet

and do not complete this part.)

Minimum investment return from Part X, line 6....................

36,692

Tax on investment income for 2012 from Part VI, line 5......

414

Income tax for 2012. (This does not include the tax from Part VI.)...

Add lines 2a and 2b............................

414

Distributable amount before adjustments. Subtract line 2c from line 1............

36,278

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

36,278

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,

line 1................................

36,278

Part XII

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

53,291

Program-related investments—total from Part IX-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4

53,291

Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment

income. Enter 1% of Part I, line 27b (see instructions).................

Adjusted qualifying distributions. Subtract line 5 from line 4..............

53,291

Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
the section 4940(e) reduction of tax in those years.

Form 990-PF (2012)

Page 8

Part XIII

Undistributed Income (see instructions)

		(a) Corpus	(d) 2012
1 Distributable amount for 2012 from Part XI, line 7			36,278
2 Undistributed income, if any, as of the end of 2012:
a Enter amount for 2011 only.......
b Total for prior years:20, 20, 20
3 Excess distributions carryover, if any, to 2012:
a From 2007.......	75,024
b From 2008.......	65,431
c From 2009.......	12,117
d From 2010.......	21,417
e From 2011.......	22,982
fTotal of lines 3a through e.........		196,971
4Qualifying distributions for 2012 from Part
XII, line 4: $ 53,291
a Applied to 2011, but not more than line 2a
b Applied to undistributed income of prior years (Election required—see instructions)......
c Treated as distributions out of corpus (Election required—see instructions).........
d Applied to 2012 distributable amount.....			36,278
e Remaining amount distributed out of corpus		17,013
5 Excess distributions carryover applied to 2012.
(If an amount appears in column (d), the same amount must be shown in column (a).)
6Enter the net total of each column as indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5		213,984
b Prior years’ undistributed income. Subtract line 4b from line 2b ...........
c Enter the amount of prior years’ undistributed income for which a notice of deficiency has been issued, or on which the section 4942(a) tax has been previously assessed......
d Subtract line 6c from line 6b. Taxable amount —see instructions ...........
e Undistributed income for 2011. Subtract line 4a from line 2a. Taxable amount—see instructions .............
f Undistributed income for 2012. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2013 ..........			0
7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) (see instructions) .............
8Excess distributions carryover from 2007 not applied on line 5 or line 7 (see instructions) ...		75,024
9Excess distributions carryover to 2013. Subtract lines 7 and 8 from line 6a ......		138,960
10 Analysis of line 9:
a Excess from 2008....	65,431
b Excess from 2009....	12,117
c Excess from 2010....	21,417
d Excess from 2011....	22,982
e Excess from 2012....	17,013

Form 990-PF (2012)

Page 9

Part XIV

Private Operating Foundations (see instructions and Part VII-A, question 9)

1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2012, enter the date of the ruling....... bullet

b Check box to indicate whether the organization is a private operating foundation described in section4942(j)(3) or4942(j)(5)

2a Enter the lesser of the adjusted net income from Part I or the minimum investment return from Part X for each year listed ..........	Tax year	Prior 3 years			(e) Total
	(a) 2012	(b) 2011	(c) 2010	(d) 2009	(e) Total

b 85% of line 2a .........
c Qualifying distributions from Part XII, line 4 for each year listed .....
d Amounts included in line 2c not used directly for active conduct of exempt activities ....
e Qualifying distributions made directly for active conduct of exempt activities. Subtract line 2d from line 2c ....
3 Complete 3a, b, or c for the alternative test relied upon:
a “Assets” alternative test—enter:
(1) Value of all assets ......
(2) Value of assets qualifying under section 4942(j)(3)(B)(i)
b “Endowment” alternative test— enter 2⁄3 of minimum investment return shown in Part X, line 6 for each year listed...
c “Support” alternative test—enter:
(1) Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) ....
(2) Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)....
(3) Largest amount of support from an exempt organization
(4) Gross investment income

Part XV

Supplementary Information (Complete this part only if the organization had $5,000 or more in
assets at any time during the year—see instructions.)

1Information Regarding Foundation Managers:

aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)

bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.

2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:

Check here bullet

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. (see instructions) to individuals or organizations under
other conditions, complete items 2a, b, c, and d.

aThe name, address, and telephone number of the person to whom applications should be addressed:

bThe form in which applications should be submitted and information and materials they should include:

cAny submission deadlines:

dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:

Form 990-PF (2012)

Page 10

Part XV

Supplementary Information (continued)

3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient	If recipient is an individual, show any relationship to any foundation manager or substantial contributor	Foundation status of recipient	Purpose of grant or contribution	Amount
Name and address (home or business)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
ALZHEIMER'S ASSOC 895 MARY DUNN RD HYANNIS,MA02601			CHARITABLE	100
AMERICAN HEART ASSOC 20 SPEEN STREET FRAMINGHAM,MA01701			CHARITABLE	500
AMERICAN LEGION 20 MAIN ST SANDWICH,MA02563			CHARITABLE	38
ARC OF CAPE COD 171 MAIN ST PO BOX 428 HYANNIS,MA02601			CHARITABLE	165
ATWOOD HOUSE MUSEUM 347 STAGE HARBOR RD CHATHAM,MA02633			CHARITABLE	1,000
BROAD REACH HEALTHCARE 390 ORLEANS RD NORTH CHATHAM,MA02650			CHARITABLE	190
BROWN-JAMES-BUCK AUXILIAR MAIN ST CHATHAM,MA02633			CHARITABLE	195
CAPE & ISLANDS UNITED WAY 709 MAIN STREET HYANNIS,MA02601			CHARITABLE	1,000
CAPE COD ACADEMY OST W BARN ROAD OSTERVILLE,MA02655			CHARITABLE	300
CC COMM HOOK FISHERMEN 210 ORLEANS RD N CHATHAM,MA02650			CHARITABLE	100
CAPE COD HEALTHCARE FOUND 348 GIFFORD FALMOUTH,MA02540			CHARITABLE	8,025
CAPE COD HOSPITAL AUXILIARY 27 PARK ST HYANNIS,MA02601			CHARITABLE	725
CAPE COD MUSEUM OF ART 60 HOPE RD DENNIS,MA02638			CHARITABLE	1,075
CC MUSEUM OF NAT HISTORY 869 ROUTE 6A BREWSTER,MA02631			CHARITABLE	100
CAPE SYMPHONY ORCHESTRA 712A MAIN STREET YARMOUTH,MA02675			CHARITABLE	5,000
CCCC EDUCATIONAL FOUND RT 132 W BARNSTABLE,MA02668			CHARITABLE	1,000
CHATHAM CHORALE INC MAIN STREET W DENNIS,MA02670			CHARITABLE	100
CHATHAM CONSERVATION FOUND 104 CROWELL RD CHATHAM,MA02633			CHARITABLE	250
CHATHAM CULTURAL COUNCIL 549 MAIN STREET CHATHAM,MA02633			CHARITABLE	100
CHATHAM ECUMENICAL COUNCI 240 CROWELL ROAD CHATHAM,MA02633			CHARITABLE	500
CHATHAM FIRE ASSOCATION 135 DEPOT RD CHATHAM,MA02633			CHARITABLE	50
CHATHAM HISTORICAL SOCIETY STAGE HARBOR RD CHATHAM,MA02633			CHARITABLE	1,000
CHATHAM HS ANIMAL WELFARE CLUB 425 CROWELL RD CHATHAM,MA02633			CHARITABLE	145
CYSTIC FIBROSIS FOUNDATION 6931 ARLINGTON RD BETHESDA,MD20814			CHARITABLE	100
DISABLED AMERICAN VETERANS 6 BAYVIEW RD EAST SANDWICH,MA02537			CHARITABLE	100
DISABLED VET NAT FOUND 1634 EYE ST SUITE 750 WASHINGTON,DC20006			CHARITABLE	175
DOCTORS WITHOUT BORDERS 333 7TH AVE 2ND FL NEW YORK,NY100015004			CHARITABLE	100
EASTER SEALS 89 SOUTH ST BOSTON,MA02108			CHARITABLE	150
ELDREDGE PUBLIC LIBRARY 549 MAIN STREET CHATHAM,MA02633			CHARITABLE	1,100
FIRST CONGREGATIONAL CH MAIN STREET CHATHAM,MA02633			CHARITABLE	5,000
FIRST UNITED METHODIST CH 532 MAIN ST CHATHAM,MA02633			CHARITABLE	100
FRIENDS OF ELD LIBRARY 549 MAIN ST CHATHAM,MA02633			CHARITABLE	100
FRIENDS OF PLEASANT BAY PO BOX 1243 HARWICH,MA02645			CHARITABLE	100
FRIENDS OF THE CHATHAM COA 193 STONY HILL ROAD CHATHAM,MA02633			CHARITABLE	100
FRIENDS OF TREES INC MAIN STREET CHATHAM,MA02633			CHARITABLE	100
GW MASONIC NAT MEM 101 CALLAHAN DRIVE ALEXANDRIA,VA22301			CHARITABLE	100
GRAND LODGE OF MASONS 186 TREMONT ST BOSTON,MA02111			CHARITABLE	100
HARVARD MAGAZINE 7 WARE ST CAMBRIDGE,MA02138			CHARITABLE	50
HERITAGE FOUNDATION 214 MASS AVE NE WASHINGTON,DC20002			CHARITABLE	100
HOPE HOSPICE 359 MAIN ST FALMOUTH,MA02540			CHARITABLE	500
HOSPICE & PALLIATIVE CARE MAIN STREET YARMOUTHPORT,MA02675			CHARITABLE	1,000
JUDICIAL WATCH 425 THIRD AVE SW WASHINGTON,DC20024			CHARITABLE	75
LOWER CAPE OUTREACH COUNC PO BOX 665 ORLEANS,MA02653			CHARITABLE	150
MARCH OF DIMES 1275 MAMARONECK AVE NEW YORK,NY10005			CHARITABLE	1,300
MASONIC HEALTH SYSTEM 88 MASONIC HOME ROAD CHARLTON,MA01507			CHARITABLE	250
MEMORIAL SLOAN-KETTERING 1275 YORK AVE NEW YORK,NY10021			CHARITABLE	275
MONOMOY COMMUNITY SERVICE 166 DEPOT ROAD CHATHAM,MA02633			CHARITABLE	2,500
NAT ASSOC OF CHIEFS OF POLIC 6350 HORIZON DRIVE TITUSVILLE,FL32780			CHARITABLE	53
NAT FOUNDATION FOR CANCER RES 4600 EAST WEST HIGHWAY BETHESDA,MD20814			CHARITABLE	75
NAT OSTEOPOROSIS FOUND 1150 17TH ST NW WASHINGTON,DC20036			CHARITABLE	100
NAVIGATORS PO BOX 6000 COLORADO SPRINGS,CO80934			CHARITABLE	25
PERKINS SCHOOL FOR THE BL 175 N BEACON ST WATERTOWN,MA02472			CHARITABLE	100
PMC JIMMY FUND 77 FOURTH AVENUE NEEDHAM,MA02494			CHARITABLE	100
RADCLIFFE COLLEGE FUND 10 GARDEN ST CAMBRIDGE,MA02138			CHARITABLE	250
RHCI 311 SERVICE ROAD SANDWICH,MA02537			CHARITABLE	2,000
RONALD REAGAN PRES FOUND 40 PRESIDENTIAL DRIVE SIMI VALLEY,CA93065			CHARITABLE	250
ROTARY CLUB OF CHATHAM MAIN ST CHATHAM,MA02645			CHARITABLE	230
SALVATION ARMY NORTH ST HYANNIS,MA02601			CHARITABLE	250
SHRINERS HOSPITALS FOR CH 2900 ROCKY POINT DR TAMPA,FL33607			CHARITABLE	100
SPECIAL OLYMPICS MASS 450 MAPLE STREET DANVERS,MA01923			CHARITABLE	100
ST CHRISTOPHER'S EPISCOP 532 MAIN ST CHATHAM,MA02633			CHARITABLE	295
VETERANS OF FOREIGN WARS 406 W 34TH ST KANSAS CITY,MO64111			CHARITABLE	100
WGBH LEADERSHIP CIRCLE 125 WESTERN AVE BOSTON,MA02108			CHARITABLE	1,250
WILD CARE INC 10 SMITH LANE EASTHAM,MA02642			CHARITABLE	2,060
WORLD VISION 919 W HUNTINGTON DR LOS ANGELES,CA90032			CHARITABLE	2,100
WOUNDED WARRIOR PROJECT 4899 BELFORT ROAD JACKSONVILLE,FL32256			CHARITABLE	50
YOUNG AMERICA'S FOUND 110 ELDEN ST HERNDON,VA20170			CHARITABLE	100
ACADEMY OF PERFORMING ARTS 878 MAIN ST CHATHAM,MA02633			CHARITABLE	100
AMERICAN CANCER SOCIETY PO BOX 22718 OKLAHOMA CITY,OK73123			CHARITABLE	115
AMERICAN DIABETES ASSOC PO BOX 7023 MERRIFIELD,VA22116			CHARITABLE	100
AMERICAN LUNG ASSOCIATION 1301 PENNSYLVANIA AVE WASHINGTON,DC20004			CHARITABLE	150
ART OF CHARITY FOUNDATION 55 COUNTRYSIDE DRIVE CHATHAM,MA02633			CHARITABLE	230
CAPE ABILITIES 895 MARY DUNN ROAD HYANNIS,MA02601			CHARITABLE	250
CAPE COD CONSERVATORY 2235 IYANNOUGH ROAD WEST BARNSTABLE,MA02668			CHARITABLE	2,500
CAPE COD SENIOR BABE RUTH PO BOX 621 S DENNIS,MA02660			CHARITABLE	50
CHATHAM BAND INC PO BOX 14 CHATHAM,MA02633			CHARITABLE	3,000
CHATHAM CHAMBER OF COMMERCE 549 MAIN ST CHATHAM,MA02633			CHARITABLE	525
CHILDREN'S CENTER 115 SISSON ROAD HARWICH PORT,MA02646			CHARITABLE	250
CITIZEN'S UNITED FOUNDATION 1006 PENNSYLVANIA AVE WASHINGTON,DC20003			CHARITABLE	100
CITIZEN'S SCHOLARSHIP FOUNDATION MAIN ST CHATHAM,MA02633			CHARITABLE	500
COALITION OF SALUTE AMERICA'S HEROE 552 FORT EVANS ROAD LEESBURG,VA20176			CHARITABLE	100
COVENANT PLAYERS 1741 FISKE PLACE OXNARD,CA93034			CHARITABLE	100
CREATIVE ARTS CENTER 154 CROWELL ROAD CHATHAM,MA02633			CHARITABLE	250
CULTURAL CENTER OF CAPE COD 307 OLD MAIN STREET SOUTH YARMOUTH,MA02664			CHARITABLE	100
Total ................................. 3a				53,291

bApproved for future payment

Total ................................. 3b

Form 990-PF (2012)

Page 11

Part XVI-A

Analysis of Income-Producing Activities

Enter gross amounts unless otherwise indicated.	Unrelated business income		Excluded by section 512, 513, or 514		(e) Related or exempt function income (See instructions.)
1Program service revenue:	(a) Business code	(b) Amount	(c) Exclusion code	(d) Amount	(e) Related or exempt function income (See instructions.)
a
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments....
3Interest on savings and temporary cash investments
4 Dividends and interest from securities....			14	20,671
5 Net rental income or (loss) from real estate:
aDebt-financed property......
bNot debt-financed property.....
6Net rental income or (loss) from personal property
7 Other investment income.....
8Gain or (loss) from sales of assets other than inventory					58,431
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory..
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e)..				20,671	58,431

13Total. Add line 12, columns (b), (d), and (e)..................

1379,102

(See worksheet in line 13 instructions to verify calculations.)

Part XVI-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See instructions.)

Form 990-PF (2012)

Page 12

Part XVII

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

Did the organization directly or indirectly engage in any of the following with any other organization described in section

Yes

501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

If the answer to any of the above is “Yes,” complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

(a) Line No.	(b) Amount involved	(c) Name of noncharitable exempt organization	(d) Description of transfers, transactions, and sharing arrangements

Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........YesNo

If “Yes,” complete the following schedule.

(a) Name of organization	(b) Type of organization	(c) Description of relationship

Sign Here

Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
				May the IRS discuss this return with the preparer shown below (see instr.)? Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name Firm's address			Firm's EIN
				Phone no.

Form 990-PF (2012)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

Schedule B
(Form 990, 990-EZ,
or 990-PF)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

OMB No. 1545-0047

2012

Name of the organization

MEIER FAMILY FOUNDATION LTD

Employer identification number

04-3367551

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

Check if your organization is covered by the General Rule or a Special Rule.
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.

General Rule

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, $5,000 or more (in money or
property) from any one contributor. Complete Parts I and II.

Special Rules

For a section 501(c)(3) organization filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi) and received from any one contributor, during the year, a contribution of the
greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For a section 501(c)(7), (8), or (10) organization filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 for use exclusively for religious, charitable,
scientific, literary, or educational purposes, or the prevention of cruelty to children or animals. Complete Parts I, II, and
III.

For a section 501(c)(7), (8), or (10) organization filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions for use exclusively for religious, charitable, etc., purposes, but these contributions did
not total to more than $1,000. If this box is checked, enter here the total contributions that were received during
the year for an exclusively religious, charitable, etc., purpose. Do not complete any of the parts unless the General Rule
applies to this organization because it received nonexclusively religious, charitable, etc., contributions of $5,000 or more
during the year ......................... Arrow Bullet

Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2 of its Form 990; or check the box on line H of its
Form 990-EZ or on Part I, line 2 of its Form 990-PF, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).

For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.

Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2012)

Schedule B (Form 990, 990-EZ, or 990-PF) (2012)

Page 2

Name of organization MEIER FAMILY FOUNDATION LTD

Part I	Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
1	WALTER POTA MEIER 532 MAIN STREET CHATHAM, MA 02633	$10,000	Person Payroll Noncash (Complete Part II if there is a noncash contribution.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II if there is a noncash contribution.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II if there is a noncash contribution.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II if there is a noncash contribution.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II if there is a noncash contribution.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II if there is a noncash contribution.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2012)

Schedule B (Form 990, 990-EZ, or 990-PF) (2012)

Page 3

Name of organization MEIER FAMILY FOUNDATION LTD

Part II	Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (see instructions)	(d) Date received
		$
Schedule B (Form 990, 990-EZ, or 990-PF) (2012)

Schedule B (Form 990, 990-EZ, or 990-PF) (2012)

Page 4

Name of organization
MEIER FAMILY FOUNDATION LTD

Employer identification number

04-3367551

Part III

Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet

$
Use duplicate copies of Part III if additional space is needed.

(a) No.
from
Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a) No.
from
Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a) No.
from
Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a) No.
from
Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

Schedule B (Form 990, 990-EZ, or 990-PF) (2012)

Additional Data

Software ID:
Software Version:

- TIN:

TY 2012 AccountingFeesSchedule

Name:

MEIER FAMILY FOUNDATION LTD

EIN: 04-3367551

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
TAX PREPARATION	2,585

- TIN:

TY 2012 CompensationExplanation

Name:

MEIER FAMILY FOUNDATION LTD

EIN: 04-3367551

Person Name	Explanation
WALTER J MEIER

- TIN:

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2012 GainLossSaleOtherAssetsSch

Name:

MEIER FAMILY FOUNDATION LTD

EIN: 04-3367551

Name	Date Acquired	How Acquired	Date Sold	Gross Sales Price	Basis	Total (net)
BAXTER INTL	2012-07	PURCHASE	2012-11	922	836	86
CINEMARK HOLDINGS	2011-12	PURCHASE	2012-02	2,301	2,159	142
CME GROUP	2012-02	PURCHASE	2012-11	550	569	-19
ENERPLUS CORP	2011-12	PURCHASE	2012-06	764	1,488	-724
ENERPLUS CORP	2011-12	PURCHASE	2012-06	2,379	4,736	-2,357
GENERAL ELECTRIC	2011-11	PURCHASE	2012-11	1,182	837	345
HOSPITALITY PPTYS	2011-06	PURCHASE	2012-04	1,071	970	101
KINDER MORGAN	2011-12	PURCHASE	2012-02	14	13	1
KINDER MORGAN	2011-12	PURCHASE	2012-05	61	63	-2
KINDER MORGAN	2011-12	PURCHASE	2012-08	53	52	1
KINDER MORGAN	2011-12	PURCHASE	2012-11	14	14
LIMITED BRANDS	2011-12	PURCHASE	2012-02	3,163	3,029	134
MEADWESTVACO CORP	2011-12	PURCHASE	2012-11	1,109	1,003	106
MEADWESTVACO CORP	2011-12	PURCHASE	2012-11	2,481	2,270	211
NORTHWEST UTILITIES	2011-12	PURCHASE	2012-07	2,314	2,027	287
PEMBINA PIPELINE CORP	2011-05	PURCHASE	2012-04	3	2	1
PEMBINA PIPELINE CORP	2011-05	PURCHASE	2012-04	1,330	955	375
TELEFONICA SA ADR	2011-09	PURCHASE	2012-05	1,908	3,093	-1,185
VALLEY NATL BANCORP	2011-04	PURCHASE	2012-04	444	490	-46
WINDSTREAM CORP	2011-12	PURCHASE	2012-12	1,429	1,992	-563
WINDSTREAM CORP	2011-12	PURCHASE	2012-12	1,804	2,446	-642
YPF SOCIEDAD ADS REP	2011-11	PURCHASE	2012-02	2,708	3,058	-350
YPF SOCIEDAD ADS REP	2011-12	PURCHASE	2012-02	2,007	2,156	-149
ACCO BRANDS	2011-12	PURCHASE	2012-05	452	404	48
WPX ENERGY	2011-03	PURCHASE	2012-01	1,081	1,010	71
WPX ENERGY	2011-12	PURCHASE	2012-01	749	771	-22
INTERNATIONAL PAPER CO	2011-06	PURCHASE	2012-11	1,954	1,588	366
MEADWESTVACO CORP	2011-02	PURCHASE	2012-04	619	589	30
MEADWESTVACO CORP	2011-02	PURCHASE	2012-10	2,227	1,886	341
MEADWESTVACO CORP	2011-02	PURCHASE	2012-10	1,370	1,179	191
MEADWESTVACO CORP	2011-02	PURCHASE	2012-11	1,401	1,257	144
VALLEY NATL BANCORP	2011-05	PURCHASE	2012-05	8	9	-1
WILLIAMS CO	2011-03	PURCHASE	2012-04	1,259	963	296
ABBOTT LABORATORIES	2008-11	PURCHASE	2012-04	1,193	1,113	80
ABBOTT LABORATORIES	2008-11	PURCHASE	2012-11	1,031	890	141
ACCO BRANDS CORP	2011-02	PURCHASE	2012-04	4	3	1
ACCO BRANDS CORP	2011-02	PURCHASE	2012-05	596	530	66
AMERICAN WATER WORKS CO	2009-03	PURCHASE	2012-02	3,215	1,825	1,390
AMERICAN WATER WORKS CO	2009-06	PURCHASE	2012-02	1,184	625	559
AMERICAN WATER WORKS CO	2009-06	PURCHASE	2012-04	997	536	461
AMERICAN WATER WORKS CO	2009-06	PURCHASE	2012-11	1,174	554	620
AT&T	2008-11	PURCHASE	2012-11	1,008	812	196
BK MONTREAL	2009-04	PURCHASE	2012-11	1,373	644	729
CINCINNATI FINANCIAL OHIO	2009-10	PURCHASE	2012-11	1,210	757	453
CINEMARK HOLDINGS	2010-08	PURCHASE	2012-02	1,644	1,264	380
CINEMARK HOLDINGS	2010-08	PURCHASE	2012-02	1,439	1,093	346
DIGITAL REALTY TRUST	2010-01	PURCHASE	2012-11	1,540	1,210	330
DONNELLY R R & SONS	2008-11	PURCHASE	2012-04	423	444	-21
DONNELLY R R & SONS	2008-11	PURCHASE	2012-11	418	559	-141
ENERPLUS CORP	2008-11	PURCHASE	2012-06	3,508	5,791	-2,283
ENERPLUS CORP	2008-11	PURCHASE	2012-06	1,261	2,155	-894
GLAXOSMITHKLINE PLC	2010-08	PURCHASE	2012-04	906	766	140
GLAXOSMITHKLINE PLC	2010-08	PURCHASE	2012-11	386	345	41
HCP INC	2009-08	PURCHASE	2012-02	2,699	1,803	896
HCP INC	2009-08	PURCHASE	2012-11	1,573	953	620
INTEL CORP	2009-10	PURCHASE	2012-04	2,827	1,977	850
JOHNSON & JOHNSON	2008-11	PURCHASE	2012-04	959	907	52
KINDER MORGAN MGMT LLC	2008-11	PURCHASE	2012-11	1,800	832	968
MAXIM INTEGRATED PRODUCTS	2010-11	PURCHASE	2012-11	749	599	150
MERCK & CO	2008-11	PURCHASE	2012-04	766	553	213
MERCK & CO	2008-11	PURCHASE	2012-07	3,728	2,350	1,378
MERCK & CO	2008-11	PURCHASE	2012-11	533	332	201
NATIONAL GRID	2008-11	PURCHASE	2012-04	2,317	2,441	-124
NSOURCE INC	2008-11	PURCHASE	2012-04	2,137	1,034	1,103
NORTHEAST UTILITIES	2009-03	PURCHASE	2012-07	3,392	1,770	1,622
ONEOK INC	2008-11	PURCHASE	2012-04	803	270	533
ONEOK INC	2008-11	PURCHASE	2012-11	1,344	405	939
PFIZER INC	2009-12	PURCHASE	2012-11	369	275	94
SEADRILL LTD	2010-11	PURCHASE	2012-04	1,300	1,149	151
SEADRILL LTD	2010-11	PURCHASE	2012-11	268	230	38
SPECTRA ENERGY CORP	2008-11	PURCHASE	2012-11	642	380	262
STATOIL ASA ADR	2010-05	PURCHASE	2012-04	650	540	110
STATOIL ASA ADR	2010-05	PURCHASE	2012-11	1,844	1,642	202
TELEFONICA SA ADR	2010-07	PURCHASE	2012-04	643	860	-217
TELEFONICA SA ADR	2010-07	PURCHASE	2012-05	2,862	4,915	-2,053
VODAFONE GP PLC	2010-12	PURCHASE	2012-04	1,224	1,217	7
WINDSTREAM CORP	2008-11	PURCHASE	2012-12	2,784	2,826	-42
WINDSTREAM CORP	2008-11	PURCHASE	2012-12	522	516	6
AMERICAN TOWER REIT	2012-06	PURCHASE	2012-08	4,198	3,766	432
APPLE	2012-05	PURCHASE	2012-07	1,149	1,171	-22
APPLE	2012-05	PURCHASE	2012-08	671	585	86
BASF SE SP ADR	2012-05	PURCHASE	2021-10	860	834	26
BASF SE SP ADR	2012-05	PURCHASE	2012-12	1,810	1,668	142
BASF SE SP ADR	2012-05	PURCHASE	2012-12	816	751	65
CAPITAL ONE FINANCIAL CORP	2012-05	PURCHASE	2012-11	703	679	24
CAPITAL ONE FINANCIAL CORP	2012-05	PURCHASE	2012-11	808	792	16
CHEVRON CORP	2012-05	PURCHASE	2012-06	2,071	2,173	-102
CHEVRON CORP	2012-05	PURCHASE	2012-12	1,937	1,956	-19
DISCOVERY COMMUNICATIONS	2012-05	PURCHASE	2012-08	2,048	1,930	118
DISCOVERY COMMUNICATIONS	2012-06	PURCHASE	2012-11	559	518	41
DISCOVERY COMMUNICATIONS	2012-06	PURCHASE	2012-11	1,455	1,376	79
DISCOVERY COMMUNICATIONS	2012-06	PURCHASE	2012-11	281	265	16
DISCOVERY COMMUNICATIONS	2012-06	PURCHASE	2012-11	1,968	1,867	101
DOLLAR TREE	2012-05	PURCHASE	2012-07	2,927	2,879	48
DOLLAR TREE	2012-05	PURCHASE	2012-09	3,717	3,907	-190
JARDINE STRATEGIC HLDGS	2012-05	PURCHASE	2002-05	1,718	1,674	44
MASTERCARD INC	2012-05	PURCHASE	2012-08	2,133	2,315	-182
MCDONALDS CORP	2012-05	PURCHASE	2012-05	2,861	3,019	-158
MCDONALDS CORP	2012-05	PURCHASE	2012-06	1,983	2,240	-257
MCDONALDS CORP	2012-05	PURCHASE	2012-06	2,022	2,240	-218
MCDONALDS CORP	2012-05	PURCHASE	2012-06	1,691	1,850	-159
MONSTER BEVERAGE CORP	2012-05	PURCHASE	2012-05	921	847	74
MONSTER BEVERAGE CORP	2012-05	PURCHASE	2012-06	376	326	50
MONSTER BEVERAGE CORP	2012-05	PURCHASE	2012-08	2,389	2,801	-412
MONSTER BEVERAGE CORP	2012-05	PURCHASE	2012-09	2,047	2,345	-298
NETEASE.COM	2012-05	PURCHASE	2012-08	1,229	1,440	-211
NETEASE.COM	2012-05	PURCHASE	2012-09	4,335	5,220	-885
NETEASE.COM	2012-11	PURCHASE	2012-12	717	1,051	-334
NETEASE.COM	2012-11	PURCHASE	2012-12	691	996	-305
RYANAIR HLDGS PLC ADR	2012-05	PURCHASE	2012-05	93	104	-11
RYANAIR HLDGS PLC ADR	2012-05	PURCHASE	2012-05	1,181	1,318	-137
RYANAIR HLDGS PLC ADR	2012-05	PURCHASE	2012-06	1,026	1,213	-187
SEVEN & I HLDGS CO	2012-07	PURCHASE	2012-11	2,342	2,368	-26
SEVEN & I HLDGS CO	2012-08	PURCHASE	2012-11	308	328	-20
SEVEN & I HLDGS CO	2012-08	PURCHASE	2012-11	1,114	1,247	-133
SEVEN & I HLDGS	2012-08	PURCHASE	2012-11	1,055	1,186	-131
SHIRE PLC ADR	2012-05	PURCHASE	2012-06	2,353	2,736	-383
SHIRE PLC ADR	2012-05	PURCHASE	2012-07	2,266	2,639	-373
TEXAS CAP BNCSHS	2012-05	PURCHASE	2012-11	352	303	49
UNITEDHEALTH GP	2012-05	PURCHASE	2012-06	1,435	1,426	9
UNITEDHEALTH GP	2012-05	PURCHASE	2012-09	491	513	-22
UNITEDHEALTH GP	2012-05	PURCHASE	2012-09	2,133	2,225	-92
UNITEDHEALTH GP	2012-05	PURCHASE	2012-09	2,663	2,739	-76
UNITEDHEALTH GP	2012-05	PURCHASE	2012-11	3,309	3,366	-57
AMGEN	1997-05	PURCHASE	2012-05	35,465	468	34,997
DIANA SHIPPING	2005-10	PURCHASE	2012-05	1,600	3,196	-1,596
DIANA SHIPPING	2005-11	PURCHASE	2012-05	2,400	4,624	-2,224
GENERAL ELECTRIC CO	1987-09	PURCHASE	2012-05	35,837	22,520	13,317
AMGEN	1997-05	PURCHASE	2012-12	10,393	112	10,281
DIANA CONTAINERSHIPS	2011-01	PURCHASE	2012-12	74	224	-150

- TIN:

TY 2012 InvestmentsCorpStockSchedule

Name:

MEIER FAMILY FOUNDATION LTD

EIN: 04-3367551

Name of Stock	End of Year Book Value	End of Year Fair Market Value
ABBOTT LABORATORIES 356 SHS	18,582	23,318
AGMEN STOCK 2,000 SHS	9,511	127,317
AMERICAN TOWER REIT 40 SHS	2,649	3,091
AMERICAN WATER WORKS CO 492 SHS	12,966	18,268
APPLE 16SHS	9,367	8,515
AT&T 332 SHS	9,349	11,192
BASF SE SP 57 SHS	4,755	5,415
BAXTER INTL 162 SHS	9,674	10,799
BCE 125 SHS	4,288	5,368
BK MONTREAL 90 SHS	3,749	5,517
CA INC 381 SHS	9,546	8,374
CAPITAL ONE FINANCIAL CORP 109 SHS	6,169	6,314
CF INDUSTRIES HOLDINGS 25 SHS	5,114	5,079
CHEVRON CORP 41 SHS	4,610	4,434
CINCINNATI FINANCIAL OHIO 255 SHS	7,002	9,986
CME GROUP 170 SHS	9,675	8,614
CINEMARK HOLDINGS 262 SHS
DIANA CONTAINERSHIPS 16 SHS
DIANA SHIPPING 500 SHS
DIGITAL REALTY TRUST 136SHS	7,905	9,233
DONNELLEY & SONS CO 652 SHS	10,340	5,861
ELI LILLY & CO 218 SHS	8,344	10,752
ENERPLUS RES FD 616 SHS
GENERAL ELECTRIC 839 SHS	14,508	17,611
GLAXOSMITHKLINE PLC ADS 307 SHS	12,701	13,345
HJ HEINZ 169 SHS	8,060	9,748
HCP INC 215 SHS	7,986	9,709
HOSPITALITY PPTYS TR 448 SHS	10,608	10,492
HSBC HOLDINGS 142 SHS	7,112	7,536
IAC INTERACTIVE CORP 157 SHS	7,593	7,417
INTEL CORP 583 SHS	13,091	12,021
INTERNATIONAL PAPER 281 SHS	8,265	11,195
JOHNSON & JOHNSON 202 SHS	12,593	14,160
KINDER MORGAN MGMT 488 SHS	24,880	36,824
LINNCO 269 SHS	9,962	9,722
LIMITED BRANDS 70 SHS
MASTERCARD 11 SHS	5,093	5,404
MAXIM INTEGRATED PRODUCTS 325 SHS	7,943	9,584
MEADWESTVACO CORP 309 SHS
MERCK & CO 221 SHS	7,359	9,048
MICROCHIP TECHNOLOGY 342 SHS	8,332	11,146
NATIONAL GRID TRANSCO 233 SHS	11,288	13,384
NISCOURCE 1,020 SHS	18,583	25,388
NORTHEAST UTILITIES 143 SHS
OMEGA HEALTHCARE 228 SHS	5,291	5,438
ONEOK 480 SHS	12,357	20,520
PEMBINA PIPELINE CORP	3,941	5,184
PHILIP MORRIS INTL 26 SHS	2,355	2,175
PHILLIPS 66 40 SHS	2,155	2,124
PFIZER INC 381 SHS	7,435	9,555
PROVIDENT ENERGY LTD NEW COM 532 SHS
RYANAIR HLDGS PLC 186 SHS	6,450	6,376
SAP AG 63 SHS	4,305	5,064
SEADRILL LTD 430 SHS	14,356	15,824
SENIOR HSG PPTY 225 SHS	5,034	5,319
SPECTRA ENERGY CORP 474 1SHS	10,382	12,978
STATOIL ASA ADR 461 SHS	10,858	11,543
TECHNIP 156 SHS	4,476	4,597
TEXAS CAP BNCSHS 117 SHS	4,657	5,244
TOTAL S A SPON 220 SHS	9,690	11,442
TELEFONICA 442 SHS
UBS AG 341 SHS	4,285	5,367
VALLEY NATL BANKCORP 497 SHS	6,148	4,622
VODAFONE GP PLC ADS NEW 511 SHS	13,845	12,872
WATSON PHARMACEUTICAL 95 SHS	7,084	8,170
WILLIAMS CO 680 SHS	18,916	22,264
WINDSTREAM CORP 767 SHS
YPF SICUEDAD ADS REP 148 SHS

- TIN:

TY 2012 OtherExpensesSchedule

Name:

MEIER FAMILY FOUNDATION LTD

EIN: 04-3367551

Description	Revenue and Expenses per Books	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
EXPENSES
FEE BROKER	7,133
OFFICE	586
TAXES	301