Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
MEYER FAMILY FOUNDATION
C/O WILLIAM MEYER
Number and street (or P.O. box number if mail is not delivered to street address)4000 120TH ST
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ROSEMOUNT, MN55068
A Employer identification number

38-3463253
B Telephone number (see instructions)

(651) 408-3266
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$1,870,246
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I 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)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 39,290 39,290  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 38,067
b Gross sales price for all assets on line 6a 692,991
7 Capital gain net income (from Part IV, line 2)... 38,067
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........ 77,357 77,357  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... 225 0   0
b Accounting fees (attach schedule)....... 7,815 0   0
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 624 624   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 16,265 16,044   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 24,929 16,668   0
25 Contributions, gifts, grants paid....... 89,520 89,520
26 Total expenses and disbursements. Add lines 24 and 25 114,449 16,668   89,520
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -37,092
b Net investment income (if negative, enter -0-) 60,689
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 55,379 18,301 18,301
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 7,607 Click to see attachment1,511 1,511
b Investments—corporate stock (attach schedule)....... 641,490 Click to see attachment815,128 815,128
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,005,452 Click to see attachment1,035,306 1,035,306
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,709,928 1,870,246 1,870,246
Liabilities 17 Accounts payable and accrued expenses..........    
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 bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 3,849 3,849
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 1,706,079 1,866,397
29 Total net assets or fund balances (see instructions)..... 1,709,928 1,870,246
30 Total liabilities and net assets/fund balances (see instructions). 1,709,928 1,870,246
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
1,709,928
2
Enter amount from Part I, line 27a .....................
2
-37,092
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
197,410
4
Add lines 1, 2, and 3 ..........................
4
1,870,246
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,870,246
Form 990-PF (2020)
Form 990-PF (2020)
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.)
1 a UBS - PUBLICLY TRADED SECURITIES      
b UBS - PUBLICLY TRADED SECURITIES      
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 296,199   301,604 -5,405
b 396,792   353,320 43,472
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(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       -5,405
b       43,472
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 38,067
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 ...................
Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved
(b)
Reserved
(c)
Reserved
(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 844
c All other domestic foundations enter 1.39% 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 0
3 Add lines 1 and 2........................... 3 844
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 844
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 1,596
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,596
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 752
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet752 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
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.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
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....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
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?................
    6
    Yes
     
    7
    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..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMI
    b
    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 .
    8b
    Yes
     
    9
    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 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    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 .............
    11
     
    No
    12
    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.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletCRAIG A MATHIESEN CPA Telephone no.bullet (248) 579-1100

    Located atbullet39300 W TWELVE MILE RD STE 100FARMINGTON HILLSMI ZIP+4bullet48331
    15
    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
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    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
    No
    1a
    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?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (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)?...............
    (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.).......
    b
    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 instructions ........
    1b
     
     
    ........bullet
    c
    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 2020?.............
    1c
     
    No
    2
    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)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    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.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 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 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    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 ......
    5b
     
     
    .........bullet
    c
    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?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    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
    WILLIAM MEYER PRESIDENT
    10.00
    0 0 0
    4000 120TH ST
    ROSEMOUNT,MN55068
    SUSAN TRUMBORE TREASURER
    0.00
    0 0 0
    9169 CHAPEL HILL DR
    BURKE,VA22015
    KIMBERLY LANDAAL SECRETARY
    0.00
    0 0 0
    2602 PEWANAGA PLACE
    FLINT,MI48507
    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...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    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.............bullet0
    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  
    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 0
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    1,690,922
    b
    Average of monthly cash balances.......................
    1b
    36,203
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,727,125
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    1,727,125
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    25,907
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,701,218
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    85,061
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    85,061
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    844
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    844
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    84,217
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    84,217
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    84,217
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    89,520
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    89,520
    5
    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.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    89,520
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2019
    (c)
    2019
    (d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 84,217
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 5,070
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 89,520
    a Applied to 2019, but not more than line 2a 5,070
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2020 distributable amount..... 84,217
    e Remaining amount distributed out of corpus 233
    5 Excess distributions carryover applied to 2020. 0 0
    (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 5 233
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    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......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......
    233
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020.... 233
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    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 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    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 foundation 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
    aThe name, address, and telephone number or email address 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 (2020)
    Form 990-PF (2020)
    Page 11
    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)
    aPaid during the year
    ANDREW WOMACK MINISTRIES
    PO BOX 3333
    COLORADO SPRINGS,CO80934
    NONE PC PROMOTE RELIGIOUS TEACHINGS 2,000
    CATHOLIC CHARITIES OF SHIAWASSEE & GENESEE COUNTIES
    901 CHIPPEWA ST
    FLINT,MI48503
    NONE PC NORTH END SOUP KITCHEN 1,000
    COMMUNITIES FIRST
    415 W COURT STREET
    FLINT,MI48503
    NONE PC BUILD HEALTHY, VIBRANT COMMUNITIES THROUGH ECONOMIC DEVELOPMENT, AFFORDABLE HOUSING AND INNOVATIVE PROGRAMMING. 3,000
    CONVERGE MINISTRY
    2002 S ARLINGTON HEIGHTS RD
    ARLINGTON HEIGHTS,IL60005
    NONE PC PROMOTE RELIGIOUS TEACHINGS 700
    EDIBLE FLINT
    605 N SAGINAW ST STE 1A
    FLINT,MI48502
    NONE PC SUPPORTS FLINT RESIDENTS IN GROWING AND ACCESSING HEALTHY FOOD 1,000
    FEED MY STARVING CHILDREN
    401 93RD AVENUE NW
    COON RAPIDS,MN55433
    NONE PC RAISE FUNDS TO FEED CHILDREN 2,000
    FLINT PUBLIC LIBRARY
    1026 E KEARSLEY ST
    FLINT,MI48503
    NONE PC PROVIDE ACCESS FOR ALL TO COLLECTIONS, COMMUNITY, EXPERIENCES, EXPERTS, IDEAS AND INFORMATION 6,000
    GROSSE ILE LAND CONSERVANCY
    PO BOX 12
    GROSSE ILE,MI48138
    NONE PC PROTECT LAND THROUGH LAND ACQUISITION, CONSERVATION EASEMENTS AND EDUCATIONAL PROJECTS 2,000
    GROSSE ILE PRESBYTERIAN CHURCH
    7925 HORSE MILL RD
    GROSSE ILE,MI48138
    NONE PC PROMOTE RELIGIOUS TEACHINGS 500
    HAND OF HOPE
    PO BOX 655
    FENTON,MO63026
    NONE PC ALLEVIATE HUMAN SUFFERING AND HELP CHRISTIANS GROW IN THEIR FAITH 3,000
    HEALING CENTER INTERNATIONAL
    8613 PARLIAMENT DR
    SPRINGFIELD,VA22151
    NONE PC PROMOTE RELIGIOUS TEACHINGS 1,000
    HERITAGE FOUNDATION
    214 MASSACHUSETTS AVE NE
    WASHINGTON,DC20002
    NONE PC RESEARCH ON KEY POLICY ISSUES AND EFFECTIVELY MARKET THESE FINDINGS TO MEMBERS OF CONGRESS, KEY CONGRESSIONAL STAFF, POLICYMAKERS, MEDIA AND ACADEMIC AND POLICY COMMUNITIES 5,000
    HURLEY FOUNDATION
    ONE HURLEY PLAZA
    FLINT,MI48503
    NONE PC RAISES FUNDS TO SUPPORT HOSPITAL PROGRAMS AND INITIATIVES 7,500
    INTERNATIONAL JUSTICE MISSION
    PO BOX 96961
    WASHINGTON,DC20090
    NONE PC PROCTECTS THE POOR FROM VIOLENCE IN THE DEVELOPING WORLD. 3,000
    JILL'S HOUSE
    9011 LEESBURG PIKE
    VIENNA,VA22182
    NONE PC PROVIDES SUPPORT FOR FAMILIES RAISING CHILDREN WHO HAVE SPECIAL NEEDS 1,000
    JUNIOR LEAGUE OF FLINT
    9362 OAKMONT
    GRAND BLANC,MI48439
    NONE PC TRANSFORM THE LIVES OF WOMEN AND CHILDREN BY PROMOTING VOLUNTEERISM AND EDUCATION 5,000
    LIFE NOW MINISTRIES
    8715 PLANTATION LN SUITE 302
    MANASSAS,VA20110
    NONE PC PROMOTES RELIGIOUS TEACHINGS 2,000
    MCLEAN BIBLE CHURCH
    8925 LEESBURG PIKE
    VIENNA,VA22182
    NONE PC PROMOTE RELIGIOUS TEACHINGS 6,000
    MINNESOTA TEEN CHALLENGE
    740 E 24TH STREET
    MINNEAPOLIS,MN55404
    NONE PC RECOVERY FOR TEENS AND ADULTS FROM ADDICTION 2,000
    MN MILITARY FAMILY FOUNDATION
    620 MENDELSSOHN AVE N
    GOLDEN VALLEY,MN55427
    NONE PC PROVIDES VARIOUS PROGRAMS AND SERVICES FOR MILITARY FAMILIES 6,120
    MUSEUM OF THE BIBLE
    PO BOX 15474
    WASHINGTON,DC20003
    NONE PC PROMOTE RELIGIOUS TEACHINGS 2,000
    OPEN DOORS USA
    PO BOX 1595
    MERRIFIELD,VA22116
    NONE PC SUPPORT FOR PERSECUTED CHRISTIANS 2,000
    ST LUKE'S NEW LIFE CENTER
    3115 LAWNDALE AVE
    FLINT,MI48504
    NONE PC PROVIDE LIFE SKILLS, EDUCATION AND WORKPLACE TRAINING, EMPOWERING WOMEN AND MEN TO BECOME SELF SUFFICIENT. 3,000
    THE LAST WELL
    2255 RIDGE RD STE 206A
    ROCKWALL,TX75087
    NONE PC PROVIDE ACCESS TO CLEAN WATER FOR THE NATION OF LIBERIA 2,000
    TIME TO FLY
    PO BOX 2761
    RESTON,VA20195
    NONE PC CHILDREN'S CANCER RESEARCH FUND 2,000
    TRINITY BROADCASTING NETWORK
    PO BOX A
    SANTA ANA,CA92711
    NONE PC CHRISTIAN-BASED BROADCAST TELEVISION NETWORK 2,000
    UM-FLINT SCHOOL OF NURSING
    303 E KEARSLEY STREET
    FLINT,MI48502
    NONE PC PROVIDE QUALITY EDUCATION TO DIVERSE STUDENTS IN PURSUIT OF EXCELLENCE IN NURSING PRACTICE, LEADERSHIP, AND SCHOLARSHIP 3,000
    WOUNDED WARRIOR PROJECT
    PO BOX 758516
    TOPEKA,KS66675
    NONE PC PROVIDES VARIOUS PROGRAMS AND SERVICES FOR WOUNDED VETERANS 13,700
    Total .................................bullet 3a 89,520
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    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
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........
             
    4 Dividends and interest from securities....     14 39,290  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............
        18 38,067  
    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).. 0 77,357 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    77,357
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    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 (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    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
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    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) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


    Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    MEYER FAMILY FOUNDATION
     
    C/O WILLIAM MEYER
    EIN:
    38-3463253
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 7,815 0   0

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    MEYER FAMILY FOUNDATION
     
    C/O WILLIAM MEYER
    EIN:
    38-3463253
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ACTIVISION BLIZZARD INC. 1,207 1,207
    ADOBE INC. 15,504 15,504
    AGCO CORP 6,495 6,495
    ALCON INC. 3,959 3,959
    ALEXION PHARMACEUTICALS INC. 2,969 2,969
    ALPHABET INC. CL A 14,021 14,021
    ALPHABET INC. CL C 7,008 7,008
    AMAZON.COM INC. 48,854 48,854
    AMERIPRISE FINANCIAL INC. 6,024 6,024
    ANGLO AMEREN PLC 7,627 7,627
    AON PLC CL A 5,070 5,070
    APACHE CORP 2,668 2,668
    APPLE INC 28,661 28,661
    APTIV PLC 6,124 6,124
    ARISTA NETWORKS INC. 5,811 5,811
    ASHTEAD GROUP PLC 7,848 7,848
    ASML HLDG NV 9,267 9,267
    BIO RAD LABORATORIES INC. 5,246 5,246
    BROADCOM INC. 10,071 10,071
    BUNGE LIMITED 11,542 11,542
    CANADIAN PAC RAILWAY 2,427 2,427
    CANADIAN NAT RESOURCES LTD 7,576 7,576
    CARL ZEISS MEDITEC AG 10,192 10,192
    CARNIVAL CORP 5,848 5,848
    CATALENT INC. 3,122 3,122
    CATERPILLAR INC. 5,279 5,279
    CIGNA CORP 2,915 2,915
    CONTL AG 10,142 10,142
    COOPER COMPANIES INC. 6,540 6,540
    COPART INC. 2,672 2,672
    DANAHER CORP 8,441 8,441
    DIGITAL REALTY TRUST INC. 2,790 2,790
    DOCUSIGN INC. 4,668 4,668
    ECOLAB INC. 1,731 1,731
    ELANCO ANIMAL HEALTH 4,355 4,355
    EMERGENT BIOSOLUTIONS INC. 3,046 3,046
    EQUINOR ASA 2,085 2,085
    ERSTE GROUP BANK 6,675 6,675
    FACEBOOK INC. 19,121 19,121
    FANUC CORP 4,617 4,617
    FIRST FINCL BANKSHARES INC. 2,822 2,822
    FORTIVE CORP 1,346 1,346
    GENMAB A/S 2,928 2,928
    GLOBUS MED INC. 3,587 3,587
    H LUNDBEC A/S 1,345 1,345
    HDFC BANK LTD 6,431 6,431
    HEICO CORP 2,575 2,575
    HEXPOL AB 2,089 2,089
    HOME DEPOT INC. 12,484 12,484
    HONEYWELL INTL INC. 7,657 7,657
    ICICI BANK LTD 4,770 4,770
    INFINEON TECHNOLOGIES ADR 2,005 2,005
    INGERSOLL RAND INC. 3,326 3,326
    ITOCHU CORP 4,157 4,157
    JOHNSON & JOHNSON 1,416 1,416
    JP MORGAN CHASE 11,182 11,182
    KAO CORP 1,853 1,853
    KDDI CORP 1,766 1,766
    LABORATORY CORP AMER HLDGS 4,275 4,275
    LAMB WESTON HLDGS INC. 5,354 5,354
    LANXESS AG 4,836 4,836
    LAUDER ESTEE 9,849 9,849
    LENNOX INTL 2,192 2,192
    LIVANOVA PLC 2,251 2,251
    MARSH & MCLENNAN 3,042 3,042
    MARVELL TECHNOLOGY GROUP 10,316 10,316
    MASTERCARD INC. 9,994 9,994
    METLIFE 3,897 3,897
    MICRON TECHNOLOGY INC. 13,307 13,307
    MICROSOFT CORP 35,810 35,810
    MONDELEZ INTL INC. 5,379 5,379
    MORGAN STANLEY 6,031 6,031
    NEXTERA ENERGY INC. 10,492 10,492
    NIKE INC. 10,044 10,044
    NINTENDO LTD 4,992 4,992
    NORFOLK STHN CORP 4,277 4,277
    NVIDIA CORP 12,533 12,533
    ORIX CORP 5,104 5,104
    PEPSICO INC. 3,114 3,114
    PING AN INSURANCE 12,520 12,520
    PRUDENTIAL PLC 1,920 1,920
    PYRSMIAN SPA MILANO 3,106 3,106
    PT BANK CENTL ASIA 8,085 8,085
    RBC BEARINGS 1,790 1,790
    ROYAL DSM 12,537 12,537
    ROYAL DUTCH SHELL PLC 2,038 2,038
    RYANAIR HOLDINGS 8,358 8,358
    SALESFORCE.COM 1,558 1,558
    SAMPO OYJ 6,049 6,049
    SANTOS LTD 2,071 2,071
    SAP SE 1,956 1,956
    SCHNEIDER ELEC SE 5,414 5,414
    SCOTTS MIRACLE-GRO 996 996
    SERVICENOW INC. 8,256 8,256
    SHERWIN WILLIAMS 11,024 11,024
    SHIN ETSU CHEM 5,322 5,322
    SINO BIOPHARMACEUTICAL 4,352 4,352
    SITEONE LANDSCAPE SUPPLY 2,855 2,855
    SMC CORP 2,970 2,970
    SOFTBANK GROUP CORP 6,804 6,804
    SOUTHWEST AIRLINES 5,826 5,826
    SPECTRIS PLC 1,764 1,764
    STARBUCKS CORP 4,172 4,172
    STERICYCLE INC. 2,288 2,288
    SWEDISH MATCH AB 5,183 5,183
    SYNCHRONY FINL 2,569 2,569
    T-MOBILE 5,394 5,394
    TAKE-TWO INTERACTIVE SOFTWRE 8,727 8,727
    TAKEDA PHARMACEUTICAL CO 1,201 1,201
    TECHNOPRO HLDGS 5,444 5,444
    THK CO LTD 3,138 3,138
    THOR INDUSTRIES 2,511 2,511
    TJX COS 7,375 7,375
    TRACTOR SUPPLY CO 4,077 4,077
    TRANSDIGM 4,951 4,951
    UNICHARM CORP 3,510 3,510
    UNILEVER PLC 2,595 2,595
    UNION PACIFIC CORP 2,082 2,082
    UNITED HEALTH GROUP 7,014 7,014
    UNIVERSAL DISPLAY CORP 919 919
    VERISK ANALYTICS 8,719 8,719
    VISA INC. 12,468 12,468
    WALT DISNEY CO 2,537 2,537
    WEIR GROUP PLC 2,691 2,691
    WELLS FARGO & CO 4,950 4,950
    WEST PHARMACEUTICAL 3,966 3,966
    WESTLAKE CHEMICAL CORP 4,488 4,488
    WILLIAMS COS 2,526 2,526
    YUM CHINA HLDGS 2,398 2,398
    YUM BRANDS INC. 1,628 1,628
    ZEBRA TECHNOLOGIES CORP 3,075 3,075
    ZIMMER BIOMET HOLDINGS 2,311 2,311
    ZURICH INS GROUP LTD 8,064 8,064
    10X GENOMICS INC. 3,540 3,540

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    MEYER FAMILY FOUNDATION
     
    C/O WILLIAM MEYER
    EIN:
    38-3463253
    US Government Securities - End of Year Book Value:

    1,511
    US Government Securities - End of Year Fair Market Value:

    1,511
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2020 InvestmentsOtherSchedule2
    Name:
    MEYER FAMILY FOUNDATION
     
    C/O WILLIAM MEYER
    EIN:
    38-3463253
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ISHARES MSCI JAPAN FMV 1,149 1,149
    ISHARES CORE S&P SMALL CAP FMV 10,752 10,752
    ISHARES MSCI PAC FMV 2,585 2,585
    SCHWAB US LARGE CAP FMV 2,638 2,638
    SDPR S&P 500 ETF FMV 119,268 119,268
    VANGUARD FTSE EMERGING MKTS FMV 2,305 2,305
    INVESCO NATL AMT -FREE FMV 7,781 7,781
    ISHARES IBOXX INVT FMV 14,504 14,504
    ISHARES JP MORGAN EMERGING FMV 70,126 70,126
    ISHARES BROAD USD HIGH YLD FMV 7,592 7,592
    SCHWAB US TIPS FMV 6,208 6,208
    SPDR PORTFOLIO TIPS FMV 26,058 26,058
    VANGUARD INTER TERM FMV 17,194 17,194
    VANGUARD LONGTERM CORPORATE FMV 48,760 48,760
    VANGUARD EMERGING MKTS GOVT FMV 16,213 16,213
    XTRACKERS USD HIGH YIELD FMV 4,558 4,558
    ISHARES GOLD TRUST EFT FMV 34,537 34,537
    UBS FUNDS UBS EMERGING MKTS FMV 88,328 88,328
    SMA RELATIONSHIP TRUST SERIES M FMV 554,744 554,744
    ACCRUED INTEREST FMV 6 6

    TY 2020 LegalFeesSchedule
    Name:
    MEYER FAMILY FOUNDATION
     
    C/O WILLIAM MEYER
    EIN:
    38-3463253
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 225 0   0


    TY 2020 OtherExpensesSchedule
    Name:
    MEYER FAMILY FOUNDATION
     
    C/O WILLIAM MEYER
    EIN:
    38-3463253
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADMINISTRATIVE FEES 181 0   0
    INVESTMENT FEES 16,044 16,044   0
    ANNUAL REPORTS 40 0   0


    TY 2020 OtherIncreasesSchedule
    Name:
    MEYER FAMILY FOUNDATION
     
    C/O WILLIAM MEYER
    EIN:
    38-3463253
    Description Amount
    UNREALIZED GAIN OR (LOSS) 197,410


    TY 2020 TaxesSchedule
    Name:
    MEYER FAMILY FOUNDATION
     
    C/O WILLIAM MEYER
    EIN:
    38-3463253
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX WITHHELD 624 624   0