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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
Name of foundation
LOVE MEYER FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 24540
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
OKLAHOMA CITY, OK73124
A Employer identification number

47-2760549
B Telephone number (see instructions)

(405) 463-8939
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$14,154,282
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) 2,104,195
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 223,837 223,837  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,079,490
b Gross sales price for all assets on line 6a 3,247,409
7 Capital gain net income (from Part IV, line 2)... 1,079,490
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 12  
12 Total. Add lines 1 through 11........ 3,407,534 1,303,339  
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).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... 63,124 63,124   0
17 Interest............... 58 58   0
18 Taxes (attach schedule) (see instructions)... 33,800 5,300   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications.......... 50 50   0
23 Other expenses (attach schedule)....... 200,525 0   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 297,557 68,532   0
25 Contributions, gifts, grants paid....... 2,020,107 2,020,107
26 Total expenses and disbursements. Add lines 24 and 25 2,317,664 68,532   2,020,107
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,089,870
b Net investment income (if negative, enter -0-) 1,234,807
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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......... 204,834 253,154 253,154
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)      
b Investments—corporate stock (attach schedule)....... 7,800,333 Click to see attachment11,011,189 11,011,189
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).......... 2,284,000 Click to see attachment2,889,939 2,889,939
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) 10,289,167 14,154,282 14,154,282
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) Click to see attachment0 Click to see attachment382,776
23 Total liabilities (add lines 17 through 22)......... 0 382,776
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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 10,289,167 13,771,506
29 Total net assets or fund balances (see instructions)..... 10,289,167 13,771,506
30 Total liabilities and net assets/fund balances (see instructions). 10,289,167 14,154,282
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
10,289,167
2
Enter amount from Part I, line 27a .....................
2
1,089,870
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
2,392,469
4
Add lines 1, 2, and 3 ..........................
4
13,771,506
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
13,771,506
Form 990-PF (2021)
Form 990-PF (2021)
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 BBH LIMITED DURATION FUND CL I   2020-07-29 2021-04-06
b BBH PARTNER FUND - INTERNATIONAL EQUITY   2001-01-01 2021-01-06
c CELANESE CORP COM STK   2001-01-01 2021-01-06
d COMCAST CORP CL A   2001-01-01 2021-01-06
e AO SMITH CORP COM STK   2001-01-01 2021-01-06
ALLEGION PLC-COM STK   2001-01-01 2021-01-06
KLA CORPORATION   2001-01-01 2021-01-14
PERRIGO CO PLC COM STK   2001-01-01 2021-01-14
PERRIGO CO PLC COM STK   2001-01-01 2021-01-15
ALLEGION PLC-COM STK   2018-06-13 2021-01-28
ALPHABET INC CL C   2001-01-01 2021-02-05
COMCAST CORP CL A   2015-07-13 2021-02-05
DIAGEO PLC-SPONSORED ADR   2001-01-01 2021-02-05
KLA CORPORATION   2018-10-09 2021-02-05
ALLEGION PLC-COM STK   2018-06-13 2021-02-05
ALLEGION PLC-COM STK   2018-06-13 2021-02-16
ALLEGION PLC-COM STK   2001-01-01 2021-02-19
HENRY SCHEIN INC COM STK   2017-02-07 2021-02-25
ALLEGION PLC-COM STK   2018-06-19 2021-02-26
HENRY SCHEIN INC COM STK   2001-01-01 2021-03-02
ALLEGION PLC-COM STK   2018-06-19 2021-03-03
ALLEGION PLC-COM STK   2018-06-19 2021-03-05
ALLEGION PLC-COM STK   2018-06-19 2002-03-05
BERKSHIRE HATHAWAY INC-CL B   2001-01-01 2021-03-12
COMCAST CORP CL A   2015-07-13 2021-03-12
HENRY SCHEIN INC COM STK   2016-10-31 2021-03-15
HENRY SCHEIN INC COM STK   2016-10-31 2021-03-18
HENRY SCHEIN INC COM STK   2016-10-31 2021-03-19
HENRY SCHEIN INC COM STK   2016-10-31 2021-03-22
HENRY SCHEIN INC COM STK   2001-01-01 2021-03-26
BBH LIMITED DURATION FUND CL I   2001-01-01 2021-04-06
AO SMITH CORP COM STK   2019-08-07 2021-04-26
KLA CORPORATION   2001-01-01 2021-06-14
NESTLE S A SPONS ADR   2019-12-17 2021-06-14
WASTE MANAGEMENT INC   2001-01-01 2021-06-14
ZOETIS INC COM STK   2001-01-01 2021-06-14
DIAGEO PLC-SPONSORED ADR   2015-07-13 2021-06-15
ORACLE CORP   2001-01-01 2021-07-12
ALPHABET INC CL C   2001-01-01 2021-08-11
ORACLE CORP   2015-07-13 2021-08-11
AO SMITH CORP COM STK   2001-01-01 2021-08-11
DIAGEO PLC-SPONSORED ADR   2015-07-13 2021-09-24
COMCAST CORP CL A   2015-07-13 2021-10-20
ORACLE CORP   2015-07-13 2021-10-20
GQG PART EMERG MKTS EQ-INST   2018-11-20 2021-11-12
CLARKSTON SERIES TRUST CLARKSTON PARTNER   2016-06-30 2021-11-12
NESTLE S A SPONS ADR   2019-12-17 2021-11-12
WASTE MANAGEMENT INC   2015-07-13 2021-11-12
ZOETIS INC COM STK   2016-02-05 2021-11-12
VISA INC-CL.A SHARES 03/01/2022   2001-01-01 2021-11-15
CAPITAL GAINS DIVIDENDS P    
(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 102,304   101,115 1,189
b 400,000   294,772 105,228
c 25,288   12,704 12,584
d 26,641   16,917 9,724
e 2,305   1,848 457
22,679   16,085 6,594
38,650   12,523 26,127
28,248   54,053 -25,805
10,930   18,443 -7,513
8,780   6,430 2,350
71,155   18,352 52,803
5,561   3,486 2,075
30,148   22,093 8,055
4,036   1,386 2,650
5,228   3,744 1,484
4,314   3,174 1,140
4,349   3,226 1,123
37,901   38,620 -719
4,243   3,129 1,114
8,231   7,882 349
4,375   3,129 1,246
4,157   2,969 1,188
3,825   2,728 1,097
56,208   30,450 25,758
4,795   2,686 2,109
4,454   3,808 646
3,941   3,398 543
3,285   2,871 414
2,524   2,226 298
7,096   6,130 966
1,097,696   1,083,008 14,688
5,977   3,966 2,011
131,656   40,385 91,271
42,511   35,361 7,150
23,966   8,252 15,714
279,882   97,881 182,001
8,201   5,016 3,185
57,089   26,565 30,524
231,153   65,372 165,781
12,333   5,565 6,768
13,520   8,468 5,052
11,399   7,165 4,234
28,585   16,757 11,828
8,052   3,371 4,681
10,000   6,033 3,967
10,000   6,678 3,322
1,876   1,473 403
2,770   816 1,954
5,411   1,021 4,390
48,251   44,389 3,862
281,430     281,430
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       1,189
b       105,228
c       12,584
d       9,724
e       457
      6,594
      26,127
      -25,805
      -7,513
      2,350
      52,803
      2,075
      8,055
      2,650
      1,484
      1,140
      1,123
      -719
      1,114
      349
      1,246
      1,188
      1,097
      25,758
      2,109
      646
      543
      414
      298
      966
      14,688
      2,011
      91,271
      7,150
      15,714
      182,001
      3,185
      30,524
      165,781
      6,768
      5,052
      4,234
      11,828
      4,681
      3,967
      3,322
      403
      1,954
      4,390
      3,862
      281,430
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 1,079,490
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  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
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 All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 17,164
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 17,164
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 18,464
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 22,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 40,464
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 23,300
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet23,300 RefundedBullet 11 0
Part VI-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 XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletOK
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    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 (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-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 ofbulletTHE FOUNDATION Telephone no.bullet (405) 463-8939

    Located atbullet10601 N PENNSYLVANIA AVENUEOKLAHOMA CITYOK ZIP+4bullet73120
    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 2021, 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 VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (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)? ......................
    1a(5)
     
    No
    (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.) ...............
    1a(6)
     
    No
    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
     
     
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-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))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    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
     
     
    c
    .........bullet
    d
    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? .................
    5d
     
     
    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? .............................
    6a
     
    No
    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?
    7a
     
    No
    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? .........................
    8
     
    No
    Part VII
    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
    JOHN M MEYER PRESIDENT / DIRECTOR
    1.00
    0 0 0
    PO BOX 24540
    OKLAHOMA CITY,OK73124
    JENNIFER LOVE MEYER VICE-PRESIDENT / DIRECTOR
    0.00
    0 0 0
    PO BOX 24540
    OKLAHOMA CITY,OK73124
    SPENCER W HAINES TREASURER
    0.00
    0 0 0
    PO BOX 24540
    OKLAHOMA CITY,OK73124
    DOUGLAS J STUSSI SECRETARY
    0.00
    0 0 0
    PO BOX 24540
    OKLAHOMA CITY,OK73124
    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 (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    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 VIII-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 VIII-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  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    9,549,627
    b
    Average of monthly cash balances.......................
    1b
    349,697
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    9,899,324
    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
    9,899,324
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    148,490
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    9,750,834
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    487,542
    Part X
    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 IX, line 6..................
    1
    487,542
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    17,164
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    17,164
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    470,378
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    470,378
    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 XII, line 1 ...
    7
    470,378
    Part XI
    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
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    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 XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2020
    (c)
    2020
    (d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 470,378
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 140,426
    b From 2017...... 194,011
    c From 2018...... 310,305
    d From 2019...... 637,755
    e From 2020...... 1,054,484
    f Total of lines 3a through e ........ 2,336,981
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 2,020,107
    a Applied to 2020, but not more than line 2a 0
    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 2021 distributable amount..... 470,378
    e Remaining amount distributed out of corpus 1,549,729
    5 Excess distributions carryover applied to 2021. 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 3,886,710
    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 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........
    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 2016 not
    applied on line 5 or line 7 (see instructions) ...
    140,426
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......
    3,746,284
    10 Analysis of line 9:
    a Excess from 2017.... 194,011
    b Excess from 2018.... 310,305
    c Excess from 2019.... 637,755
    d Excess from 2020.... 1,054,484
    e Excess from 2021.... 1,549,729
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 XIV
    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).)
    JOHN M MEYER
    JENNIFER LOVE MEYER
    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 (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    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
    AGAINST MALARIA FOUNDATION
    310 W 20TH ST SUITE 300
    KANSAS CITY,MO64108
    N/A PC GENERAL SUPPORT 50,000
    AID TO THE CHURCH IN NEED
    725 LEONARD STREET PO BOX 220384
    BROOKLYN,NY112220384
    N/A PC GENERAL SUPPORT 2,000
    ANNA'S HOUSE FOUNDATION
    3001 EAST MEMORIAL ROAD SUITE 200
    EDMOND,OK73013
    N/A PC GENERAL SUPPORT 35,000
    BISHOP KELLEY HIGH SCHOOL
    3905 SOUTH HUDSON AVENUE
    TULSA,OK741355699
    N/A PC GENERAL SUPPORT 6,000
    CALM WATERS
    4334 NW EXPRESSWAY STE 101
    OKLAHOMA CITY,OK73116
    N/A PC GENERAL SUPPORT 50,000
    CATHOLIC CHARITIES OF THE ARCHDIOCESE OF OKLAHOMA CITY INC
    1232 N CLASSEN BOULEVARD
    OKLAHOMA CITY,OK73106
    N/A PC GENERAL SUPPORT 90,000
    CATHOLIC CHESS PROJECT
    PO BOX 4167
    CITRUS HEIGHTS,CA956114167
    N/A PC GENERAL SUPPORT 10,000
    CATHOLIC MEDICAL MISSION BOARD
    100 WALL STREET FLOOR 9
    NEW YORK,NY10005
    N/A PC GENERAL SUPPORT 25,000
    CATHOLIC RELIEF SERVICES
    228 WEST LEXINGTON STREET
    BALTIMORE,MD212013443
    N/A PC GENERAL SUPPORT 20,000
    CENTER OF FAMILY LOVE
    PO BOX 245
    OKARCHE,OK73762
    N/A PC GENERAL SUPPORT 10,000
    CENTRAL OK CAMP & CONFERENCE CENTER
    1 TWIN CEDAR LN
    GUTHERIE,OK73044
    N/A PC GENERAL SUPPORT 10,000
    CHARITY WATER
    40 WORTH STREET SUITE 300
    NEW YORK,NY10013
    N/A PC GENERAL SUPPORT 51,000
    CITY CARE INC
    2400 GENERAL PERSHING BLVD
    OKLAHOMA CITY,OK73107
    N/A PC GENERAL SUPPORT 25,000
    CITY RESCUE MISSION
    800 W CALIFORNIA
    OKLAHOMA CITY,OK73106
    N/A PC GENERAL SUPPORT 30,000
    CLEATS FOR KIDS
    720 W WILSHIRE BLVD SUITE 120
    OKLAHOMA CITY,OK73116
    N/A PC GENERAL SUPPORT 10,000
    CROSS CATHOLIC OUTREACH
    2700 N MILITARY TRAIL SUITE 240 PO
    BOX 273908
    BOCA RATON,FL334273908
    N/A PC GENERAL SUPPORT 25,000
    DEACONESS PREGNANCY AND ADOPTION
    7101 NW EXPRESSWAY SUITE 325
    OKLAHOMA CITY,OK73132
    N/A PC GENERAL SUPPORT 15,000
    DONORSCHOOSEORG
    134 W 37TH ST 11 FL
    NEW YORK,NY10018
    N/A PC GENERAL SUPPORT 29,857
    DRESS FOR SUCCESS OKC
    133 W MAIN ST STE 102
    OKLAHOMA CITY,OK73102
    N/A PC GENERAL SUPPORT 5,000
    FIELDS & FUTURES FOUNDATION
    7001 NW 164TH
    EDMOND,OK73013
    N/A PC GENERAL SUPPORT 20,000
    FONKOZE USA
    1718 CONNECTICUT AVENUE NW STE 201
    WASHINGTON,DC20009
    N/A PC GENERAL SUPPORT 50,000
    FOSTERING SWEET DREAMS FOUNDATION
    529 W EDMOND RD
    EDMOND,OK73003
    N/A PC GENERAL SUPPORT 15,000
    GIRL SCOUTS OF WESTERN OK
    6100 NORTH ROBINSON AVENUE
    OKLAHOMA CITY,OK73118
    N/A PC GENERAL SUPPORT 15,000
    GIVE DIRECTLY
    PO BOX 3221
    NEW YORK,NY10008
    N/A PC GENERAL SUPPORT 50,000
    GOOD SHEPHERD CLINIC
    222 NW 12TH ST
    OKLAHOMA CITY,OK73103
    N/A PC GENERAL SUPPORT 10,000
    THE GRANT FOUNDATION INC
    PO BOX 110091
    PITTSBURGH,PA15232
    N/A PC GENERAL SUPPORT 35,000
    HEARTS FOR HEARING
    11500 N PORTLAND AVE
    OKLAHOMA CITY,OK73120
    N/A PC GENERAL SUPPORT 10,000
    HELEN KELLER INTERNATIONAL
    ONE DAG HAMMARSKJOLD PLAZA FLOOR 2
    NEW YORK,NY10017
    N/A PC GENERAL SUPPORT 50,000
    HOPE CHEST MINISTRIES INC
    PO BOX 850322
    YUKON,OK73085
    N/A PC GENERAL SUPPORT 20,000
    HOPE FOR HAITI
    1021 5TH AVENUE NORTH
    NAPLES,FL34102
    N/A PC GENERAL SUPPORT 25,000
    HOUSE OF HEALING INC
    PO BOX 852092
    YUKON,OK73085
    N/A PC GENERAL SUPPORT 10,000
    INFANT CRISIS SERVICES INC
    4224 N LINCOLN BLVD
    OKLAHOMA CITY,OK73105
    N/A PC GENERAL SUPPORT 35,000
    INSTITUTE FOR CHILD ADVOCACY
    2915 N CLASSEN STE 320
    OKLAHOMA CITY,OK73106
    N/A PC GENERAL SUPPORT 10,000
    JESUS HOUSE
    PO BOX 60369 1335 W SHERIDAN
    OKLAHOMA CITY,OK73146
    N/A PC GENERAL SUPPORT 50,000
    LIVING GOODS
    220 HALLECK ST SUITE 200
    SAN FRANCISCO,CA94129
    N/A PC GENERAL SUPPORT 25,000
    MISSION OKC
    PO BOX 14511
    OKLAHOMA CITY,OK73113
    N/A PC GENERAL SUPPORT 3,000
    MISSION SHAWNEE
    PO BOX 1223
    SHAWNEE,OK748021223
    N/A PC GENERAL SUPPORT 10,000
    MOUNT ST MARY CATHOLIC HIGH SCHOOL
    2801 SOUTH SHARTEL AVENUE
    OKLAHOMA CITY,OK73109
    N/A PC GENERAL SUPPORT 25,000
    MY HEART'S APPEAL
    5909 NORTHWEST EXPY SUITE 224
    OKLAHOMA CITY,OK73132
    N/A PC GENERAL SUPPORT 5,000
    NEIGHBORHOOD SERVICES ORGANIZATION
    431 SW 11TH ST
    OKLAHOMA CITY,OK73109
    N/A PC GENERAL SUPPORT 25,000
    NEWVIEW OKLAHOMA INC
    501 NORTH DOUGLAS AVENUE
    OKLAHOMA CITY,OK73106
    N/A PC GENERAL SUPPORT 10,000
    NORTHCARE
    2617 GENERAL PERSHING BLVD
    OKLAHOMA CITY,OK73107
    N/A PC GENERAL SUPPORT 25,000
    OK MESSAGES PROJECT
    PO BOX 8073
    EDMOND,OK73083
    N/A PC GENERAL SUPPORT 10,000
    OKC BEAUTIFUL
    3535 NORTH CLASSEN BOULEVARD
    OKLAHOMA CITY,OK73118
    N/A PC GENERAL SUPPORT 1,000
    OKC POLICE ATHLETIC LEAGUE
    3816 S ROBINSON
    OKLAHOMA CITY,OK73109
    N/A PC GENERAL SUPPORT 15,000
    OKLAHOMA CENTER FOR NON PROFITS
    5330 EAST 31ST STREET SUITE 200
    TULSA,OK74135
    N/A PC GENERAL SUPPORT 5,000
    OKLAHOMA CITY BALLEY
    6800 N CLASSEN BLVD
    OKLAHOMA CITY,OK73116
    N/A PC GENERAL SUPPORT 5,000
    PALOMAR
    1140 HUDSON
    OKLAHOMA CITY,OK73103
    N/A PC GENERAL SUPPORT 25,000
    PARENT PROMISE
    4323 NW 63RD SUITE 200
    OKLAHOMA CITY,OK73116
    N/A PC GENERAL SUPPORT 15,000
    PEPPERS RANCH
    PO BOX 3814
    EDMOND,OK73083
    N/A PC GENERAL SUPPORT 25,000
    PIVOT INC
    201 NE 50TH STREET
    OKLAHOMA CITY,OK73105
    N/A PC GENERAL SUPPORT 25,000
    POSITIVE TOMORROWS
    PO BOX 61190
    OKLAHOMA CITY,OK73146
    N/A PC GENERAL SUPPORT 25,000
    PUTNAM CITY SCHOOLS FOUNDATION
    5401 NW 40TH ST
    OKLAHOMA CITY,OK73122
    N/A PC GENERAL SUPPORT 10,000
    REACH OUT AND READ
    89 SOUTH STREET SUITE 201
    BOSTON,MA02111
    N/A PC GENERAL SUPPORT 15,000
    REGIONAL FOOD BANK OF OKLAHOMA
    3355 S PURDUE PO BOX 270968
    OKLAHOMA CITY,OK731370968
    N/A PC GENERAL SUPPORT 35,000
    REMERGE OF OKLAHOMA COUNTY INC
    PO BOX 2845
    OKLAHOMA CITY,OK73101
    N/A PC GENERAL SUPPORT 35,000
    SANTA FE FAMILY LIFE CENTER
    6300 N SANTA FE AVENUE
    OKLAHOMA CITY,OK73118
    N/A PC GENERAL SUPPORT 25,000
    SKYLINE URBAN MINISTRY
    500 SE 15TH STREET
    OKLAHOMA CITY,OK73129
    N/A PC GENERAL SUPPORT 15,000
    SUNBEAM FAMILY SERVICES INC
    1100 NW 14TH ST
    OKLAHOMA CITY,OK73106
    N/A PC GENERAL SUPPORT 50,000
    TEEM
    1501 N CLASSEN BLVD
    OKLAHOMA CITY,OK73106
    N/A PC GENERAL SUPPORT 15,000
    THE CARE CENTER
    1403 ASHTON PLACE
    OKLAHOMA CITY,OK73117
    N/A PC GENERAL SUPPORT 75,000
    THE CHILDREN'S CENTER
    6800 NW 39TH EXPRESSWAY
    BETHANY,OK73008
    N/A PC GENERAL SUPPORT 10,000
    THE END FUND
    2 PARK AVENUE 18TH FLOOR
    NEW YORK,NY10016
    N/A PC GENERAL SUPPORT 25,000
    THE FOUNDATION FOR OKC PUBLIC SCHOOLS
    431 WEST MAIN STREET STE E
    OKLAHOMA CITY,OK73102
    N/A PC GENERAL SUPPORT 50,000
    THE HOMELESS ALLIANCE
    1724 NW 4TH
    OKLAHOMA CITY,OK73106
    N/A PC GENERAL SUPPORT 30,000
    UPWARD TRANSITIONS
    1134 W MAIN STREET
    OKLAHOMA CITY,OK73106
    N/A PC GENERAL SUPPORT 60,000
    VARIETY CARE FOUNDATION INC
    3000 N GRAND BOULEVARD
    OKLAHOMA CITY,OK73107
    N/A PC GENERAL SUPPORT 25,000
    VILLAGE ENTERPRISE
    751 LAUREL STREET PMB 222
    SAN CARLOS,CA94070
    N/A PC GENERAL SUPPORT 40,000
    WATER 4 INC
    2405 NW 10TH STREET
    OKLAHOMA CITY,OK73107
    N/A PC GENERAL SUPPORT 57,750
    WHAT IF FOUNDATION
    1569 SOLANO AVENUE 192
    BERKELEY,CA94707
    N/A PC GENERAL SUPPORT 20,000
    YOUTH & FAMILY SERVICES INC
    PO BOX 1207
    EL RENO,OK730361207
    N/A PC GENERAL SUPPORT 20,000
    A CHANCE TO CHANGE
    2113 WEST BRITTON RD
    THE VILLAGE,OK73120
    N/A PC GENERAL SUPPORT 10,000
    CASA OF OKLAHOMA COUNTY INC
    1608 NW EXPRESSWAY STE 101
    OKLAHOMA CITY,OK73118
    N/A PC GENERAL SUPPORT 10,000
    ALLY'S HOUSE
    PO BOX 722767
    NORMAN,OK73070
    N/A PC GENERAL SUPPORT 5,000
    ANGELS FOSTER FAMILY NETWORK OKC INC
    PO BOX 31746
    EDMOND,OK73003
    N/A PC GENERAL SUPPORT 20,000
    CATHOLIC FOUNDATION OF OKLAHOMA
    7501 NORTHWEST EXPRESSWAY
    OKLAHOMA CITY,OK73132
    N/A PC GENERAL SUPPORT 5,000
    CENTRAL OKLAHOMA HABITAT FOR HUMANITY
    5005 SOUTH I-35 SERVICE ROAD
    OKLAHOMA CITY,OK73129
    N/A PC GENERAL SUPPORT 15,000
    CHRISTO REY OKC CATHOLIC HIGH SCHOOL
    900 N PORTLAND
    OKLAHOMA CITY,OK73107
    N/A PC GENERAL SUPPORT 15,000
    FAMILY BUILDERS
    2104 NW 23RD STREET SUITE 5
    OKLAHOMA CITY,OK73107
    N/A PC GENERAL SUPPORT 20,000
    FOCUS ON HOME
    6608 N WESTERN AVE 202
    OKLAHOMA CITY,OK73116
    N/A PC GENERAL SUPPORT 7,500
    GOODWILL INDUSTRIES OF CENTRAL OKLAHOMA
    316 S/ BLACKWELDER AVE
    OKLAHOMA CITY,OK73108
    N/A PC GENERAL SUPPORT 20,000
    HARDING FINE ARTS ACADEMY FOUNDATION
    3333 N SHARTEL AVE
    OKLAHOMA CITY,OK73118
    N/A PC GENERAL SUPPORT 10,000
    JEREMIAH HOUSE INC
    343016 E 980
    CHANDLER,OK74834
    N/A PC GENERAL SUPPORT 5,000
    OKLAHOMA CASA ASSOCIATION INC
    PO BOX 54946
    OKLAHOMA CITY,OK73154
    N/A PC GENERAL SUPPORT 10,000
    OKLAHOMA INTERVIEWING SERVICES INC
    PO BOX 96587
    OKLAHOMA CITY,OK73143
    N/A PC GENERAL SUPPORT 6,000
    CHILDREN'S MIRACLE NETWORK HOSPITALS
    205 WEST 700 SOUTH
    SALT LAKE CITY,UT84101
    N/A PC GENERAL SUPPORT 25,000
    PROJECT SAFE
    313 N UNION PO BOX 465
    SHAWNEE,OK74802
    N/A PC GENERAL SUPPORT 10,000
    TEEN RECOVERY SOLUTIONS INC
    730 W WILSHIRE BLVD STE 105
    OKLAHOMA CITY,OK73116
    N/A PC GENERAL SUPPORT 10,000
    SMART START CENTRAL OKLAHOMA
    12201 PORTLAND AVE
    OKLAHOMA CITY,OK73120
    N/A PC GENERAL SUPPORT 15,000
    THUNDERBIRD CLUBHOUSE BOARD INC
    1251 TRIAD VILLAGE DRIVE
    NORMAN,OK73071
    N/A PC GENERAL SUPPORT 1,000
    WINGS SPECIAL NEEDS COMMUNITY
    PO BOX 2095
    EDMOND,OK73083
    N/A PC GENERAL SUPPORT 5,000
    Total .................................bullet 3a 2,020,107
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-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 ....          
    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 1,079,490  
    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 1,303,339 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,303,339
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 XV-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 (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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
    TOM AND JUDY LOVE FOUNDATION 501(C)(3) COMMON DIRECTORS
    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 (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2021
    Name of the organization
    LOVE MEYER FAMILY FOUNDATION
     
    Employer identification number

    47-2760549
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    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
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't 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 its Form 990PF, Part I, line 2, to certify that it doesn't 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) (2021)
    Schedule B (Form 990) (2021) Page 2
    Name of organization
    LOVE MEYER FAMILY FOUNDATION
     
    Employer identification number
    47-2760549
    Part I
    Contributors
    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
    JOHN M MEYER
    PO BOX 24540
     
    OKLAHOMA CITY, OK73124

    $ 1,002,097


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    2
    JENNIFER L MEYER
    PO BOX 24540
     
    OKLAHOMA CITY, OK73124

    $ 1,002,098


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    3
    GEMINI MOTOR TRANSPORT
     
    PO BOX 26210
     
    OKLAHOMA CITY, OK73216

    $ 100,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 3
    Name of organization
    LOVE MEYER FAMILY FOUNDATION
     
    Employer identification number

    47-2760549
    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
    1
    575 SHS/UNITS WASTE MANAGEMENT INC $ 76,233 2021-04-08
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    1
    1400 SHS/UNITS ZOETIS INC $ 223,580 2021-04-08
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    1
    349 SHS/UNITS KLA CORPORATION $ 122,621 2021-04-08
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    1
    35 SHS/UNITS GOOGLE $ 79,479 2021-04-08
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    1
    164 SHS/UNITS GOOGLE $ 472,314 2021-12-01
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    1
    166 SHS/UNITS COPART INC COM $ 24,235 2021-12-01
    Schedule B (Form 990) (2021)
    Name of organization
    LOVE MEYER FAMILY FOUNDATION
     
    Employer identification number

    47-2760549
    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
    1
    25 SHS/UNITS COPART INC COM $ 3,635 2021-12-02
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    2
    575 SHS/UNITS WASTE MANAGEMENT INC $ 76,233 2021-04-08
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    2
    1400 SHS/UNITS ZOETIS INC $ 223,580 2021-04-08
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    2
    349 SHS/UNITS KLA CORPORATION $ 122,621 2021-04-08
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    2
    35 SHS/UNITS GOOGLE $ 79,480 2021-04-08
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    2
    164 SHS/UNITS GOOGLE $ 472,313 2021-12-01
    Schedule B (Form 990) (2021)
    Name of organization
    LOVE MEYER FAMILY FOUNDATION
     
    Employer identification number

    47-2760549
    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
    2
    167 SHS/UNITS COPART INC COM $ 24,235 2021-12-01
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    2
    25 SHS/UNITS COPART INC COM $ 3,636 2021-12-02
    (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) (2021)
    Schedule B (Form 990) (2021)
    Page 4
    Name of organization
    LOVE MEYER FAMILY FOUNDATION
     
    Employer identification number

    47-2760549
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. 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 (c) Use 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 (c) Use 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 (c) Use 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 (c) Use 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) (2021)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    LOVE MEYER FAMILY FOUNDATION
    EIN:
    47-2760549
    Name of Stock End of Year Book Value End of Year Fair Market Value
    105 SHS/UNITS THERMO FISHER SCIENTIFIC INC 70,060 70,060
    1092 SHS/UNITS NESTLE S A SPONSORED ADR 153,284 153,284
    116 SHS/UNITS S&P GLOBAL INC COM STK 54,744 54,744
    122897.84 SHS/UNITS BBH INCOME FUND-I 1,285,511 1,285,511
    1278 SHS/UNITS COPART INC CO STK 193,770 193,770
    1338 SHS/UNITS WASTE MANAGEMENT INC 223,312 223,312
    1439 SHS/UNITS ALCON INC COM STK 125,366 125,366
    146 SHS/UNITS COSTCO WHOLESALE CORP 82,884 82,884
    159 SHS/UNITS SHERWIN WILLIAMS CO 55,993 55,993
    168554.73 SHS/UNITS BBH LIMITED DURATION FUND CLASS I 1,734,428 1,734,428
    171 SHS/UNITS DIAGEO PLC-SPONSORED ADR 37,644 37,644
    1944 SHS/UNITS ZOETIS INC COM STK 474,394 474,394
    22 SHS/UNITS BOOKING HOLDINGS INC COM STK 52,783 52,783
    2336.38 SHS/UNITS BRAEMONT PARTNERS SUB-TRUST 2,336 2,336
    259 SHS/UNITS DOLLAR GENERAL CORP COM STK 61,080 61,080
    31 SHS/UNITS AMAZON.COM INC 103,365 103,365
    323 SHS/UNITS MASTERCARD INCORPORATED 116,060 116,060
    355 SHS/UNITS CELANESE CORP DEL COM SER A 59,661 59,661
    376 SHS/UNITS ALPHABET INC CAP STK CL C 1,087,990 1,087,990
    384 SHS/UNITS KLA-TENCOR CORP 165,162 165,162
    406 SHS/UNITS BERKSHIRE HATHAWAY INC DEL CL B 121,394 121,394
    40756.41 SHS/UNITS GQG EMERG MKTS EQ-INST 687,153 687,153
    422 SHS/UNITS ABBOTT LABORATORIES 59,392 59,392
    470 SHS/UNITS LINDE PLC COM STK 162,822 162,822
    470 SHS/UNITS ORACLE CORP COM 40,989 40,989
    498 SHS/UNITS STARBUCKS CORP 58,251 58,251
    506786.34 SHS/UNITS BBH US GOVERNMENT MONEY MARKET 506,786 506,786
    544 SHS/UNITS NIKE INC CL B 90,668 90,668
    551 SHS/UNITS GRACO INC COMMON STOCK 44,422 44,422
    563 SHS/UNITS AO SMITH CORP COM STK 48,334 48,334
    56638.78 SHS/UNITS ALPS SERIES TRUST CLARKSTON PTRS FUND FOUNDERS 907,353 907,353
    769 SHS/UNITS COLGATE PALMOLIVE CO 65,626 65,626
    792 SHS/UNITS PROGRESSIVE CORP OHIO 81,299 81,299
    837 SHS/UNITS BAXTER INTL INC 71,848 71,848
    877 SHS/UNITS ARTHUR J GALLAGHER & CO 148,801 148,801
    94205.20 SHS/UNITS BBH PARTNER FUND INTL EQUITY CL I 1,706,056 1,706,056
    963 SHS/UNITS BROWN-FORMAN CORP CLASS B COMMON STOCK 70,164 70,164
    ROUNDING 4 4

    TY 2021 InvestmentsOtherSchedule2
    Name:
    LOVE MEYER FAMILY FOUNDATION
    EIN:
    47-2760549
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    15742.42 SHS BBH REAL ESTATE ENHANCED VALUE FUND I, LP AT COST 15,742 15,742
    204734.52 SHS/UNITS PORT CAPITAL SMALL CAP SERIES AT COST 47,762 47,762
    41293.37 SHS/UNITS MARTELLO RE SERIES - BBH AT COST 41,293 41,293
    684489.03 SHS/UNITS ALTAROCK PARTNERS SERIES AT COST 802,691 802,691
    690872.96 SHS/UNITS CEDAR ROCK PARTNERS SERIES AT COST 690,873 690,873
    979426.94 SHS/UNITS BARES MID/LARGE CAP SERIES AT COST 979,427 979,427
    BBH WEALTH STRATEGIES, LLC - VALLEY FORGE LARGE CAP EQUITY SERIES AT COST 312,151 312,151

    TY 2021 OtherExpensesSchedule
    Name:
    LOVE MEYER FAMILY FOUNDATION
    EIN:
    47-2760549
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    UNREALIZED LOSSES 200,168 0   0
    OTHER PORTFOLIO GAINS/LOSSES 357 0   0


    TY 2021 OtherIncomeSchedule2
    Name:
    LOVE MEYER FAMILY FOUNDATION
    EIN:
    47-2760549
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    BBH WEALTH STRATEGIES LLC - CEDAR ROCK CAPITAL PARTNERS SERIES K-1 -211 -211 -211
    OTHER INCOME 223 223 223


    TY 2021 OtherIncreasesSchedule
    Name:
    LOVE MEYER FAMILY FOUNDATION
    EIN:
    47-2760549
    Description Amount
    UNREALIZED GAIN/(LOSS) ADJUSTMENT 2,392,469


    TY 2021 OtherLiabilitiesSchedule
    Name:
    LOVE MEYER FAMILY FOUNDATION
    EIN:
    47-2760549
    Description Beginning of Year - Book Value End of Year - Book Value
    BBH INVESTMENT ACCRUED INCOME 0 382,776


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    LOVE MEYER FAMILY FOUNDATION
    EIN:
    47-2760549
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BBH INVESTMENTS FEES 34,341 34,341   0
    BBH WEALTH STRATEGIES LLC - ALTAROCK PARTNERS SERIES K-1 7,164 7,164   0
    BBH WEALTH STRATEGIES LLC - BARES MID-LARGE CAP SERIES K-1 6,373 6,373   0
    BBH WEALTH STRATEGIES LLC - CEDAR ROCK CAPITAL PARTNERS SERIES K-1 7,321 7,321   0
    BBH WEALTH STRATEGIES LLC - PORT CAPITAL SMALL CAP SERIES K-1 1,759 1,759   0
    BBH WEALTH STRATEGIES LLC - MARTELLO RE SERIES 97 97   0
    BBH REAL ESTATE ENHANCED VALUE FUND I, L.P 87 87   0
    BBH WEALTH STRATEGIES, LLC - VALLEY FORGE LARGE CAP EQUITY SERIES 2,795 2,795   0
    FEES 3,187 3,187   0


    TY 2021 TaxesSchedule
    Name:
    LOVE MEYER FAMILY FOUNDATION
    EIN:
    47-2760549
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BBH INVESTMENTS FOREIGN TAX 4,953 4,953   0
    BBH WEALTH STRATEGIES LLC - ALTAROCK PARTNERS SERIES K-1 12 12   0
    BBH WEALTH STRATEGIES LLC - CEDAR ROCK CAPITAL PARTNERS SERIES K-1 335 335   0
    FEDERAL INCOME TAX 28,500 0   0