Form990-PF
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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 06-01-2021 , and ending 05-31-2022
Name of foundation
THE MEYER CHARITABLE FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)100 WEST UNIVERSITY AVE 401
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHAMPAIGN, IL61820
A Employer identification number

36-4152268
B Telephone number (see instructions)

(217) 378-4201
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$31,218,876J 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... 842,964 842,964  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 490,070
b Gross sales price for all assets on line 6a 1,302,188
7 Capital gain net income (from Part IV, line 2)... 490,070
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........ 1,333,034 1,333,034  
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)......... Click to see attachment 6,126 0   6,126
b Accounting fees (attach schedule)....... Click to see attachment 23,079 11,540   11,539
c Other professional fees (attach schedule).... Click to see attachment 97,501 97,501   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 155,496 2,849   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 282,202 111,890   17,665
25 Contributions, gifts, grants paid....... 1,346,000 1,346,000
26 Total expenses and disbursements. Add lines 24 and 25 1,628,202 111,890   1,363,665
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -295,168
b Net investment income (if negative, enter -0-) 1,221,144
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......... 1,107,602 1,204,948 1,204,948
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)....... 17,967,262 Click to see attachment17,534,248 30,013,928
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)..........      
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) 19,074,864 18,739,196 31,218,876
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 attachment40,500 Click to see attachment0
23 Total liabilities (add lines 17 through 22)......... 40,500 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........... 19,034,364 18,739,196
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 19,034,364 18,739,196
30 Total liabilities and net assets/fund balances (see instructions). 19,074,864 18,739,196
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
19,034,364
2
Enter amount from Part I, line 27a .....................
2
-295,168
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
18,739,196
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
18,739,196
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 PUBLICLY TRADED SECURITIES      
b CAPITAL GAINS DIVIDENDS P    
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 850,150   812,118 38,032
b 452,038     452,038
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       38,032
b       452,038
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 2 490,070
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 16,974
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 16,974
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 36,400
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 36,400
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 74
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 19,352
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet19,352 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)
    bulletIL
    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 ofbulletSHAWNA BENTON Telephone no.bullet (217) 318-5850

    Located atbullet100 WEST UNIVERSITY SUITE 401CHAMPAIGNIL ZIP+4bullet61820
    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
    Yes
     
    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
    AUGUST C MEYER JR PRESIDENT/TREASURER/DIRECTOR
    0.10     		0 0 0
    1408 S PROSPECT AVE
    CHAMPAIGN,IL61821
    KAREN H MEYER VICE PRESIDENT/SECRETARY/DIRECTOR
    0.10     		0 0 0
    1408 S PROSPECT AVE
    CHAMPAIGN,IL61821
    RONALD R HERMANN VICE PRESIDENT/DIRECTOR
    0.10     		0 0 0
    515 S RIDGEWAY AVE
    CHAMPAIGN,IL61821
    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
    BUSEY WEALTH MANAGEMENT INVESTMENT MANAGEMENT SERVICES 97,501
    201 W MAIN ST
    URBANA,IL61801
    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
    32,334,359
    b
    Average of monthly cash balances.......................
    1b
    1,602,195
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    33,936,554
    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
    33,936,554
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    509,048
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    33,427,506
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    1,671,375
    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
    1,671,375
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    16,974
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    16,974
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,654,401
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,654,401
    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
    1,654,401
    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 1,654,401
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 405,234
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020......  
    f Total of lines 3a through e ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 1,363,665
    a Applied to 2020, but not more than line 2a 405,234
    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..... 958,431
    e Remaining amount distributed out of corpus 0
    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 0
    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 ..........     		695,970
    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) ...     		0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    e Excess from 2021....  
    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).)
    AUGUST C MEYER JR
    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
    CARLE DEVELOPMENT FOUNDATION
    611 W PARK STREET
    URBANA,IL61801     		NONE PC GENERAL OPERATING SUPPORT 50,000
    CHAMPAIGN COUNTY CASA INC
    201 LINCOLN SQUARE
    URBANA,IL61801     		NONE PC GENERAL OPERATING SUPPORT 50,000
    CHAMPAIGN COUNTY FREEDOM CELEBRATION COMMITTEE INC
    PO BOX 452
    CHAMPAIGN,IL61824     		NONE PC GENERAL OPERATING SUPPORT 25,000
    CHAMPAIGN COUNTY HISTORICAL MUSEUM
    102 E UNIVERSITY AVENUE
    CHAMPAIGN,IL61820     		NONE PC GENERAL OPERATING SUPPORT 5,000
    CHAMPAIGN COUNTY HUMANE SOCIETY INC
    1911 E MAIN STREET
    URBANA,IL61802     		NONE PC GENERAL OPERATING SUPPORT 5,000
    CHAMPAIGN COUNTY YMCA
    2501 FIELDS SOUTH DRIVE
    CHAMPAIGN,IL61822     		NONE PC GENERAL OPERATING SUPPORT 10,000
    CHAMPAIGN PUBLIC LIBRARY FOUNDATION
    200 W GREEN STREET
    CHAMPAIGN,IL61820     		NONE PC ENDOWMENT FUND 100,000
    CHAMPAIGN URBANA SYMPHONY ORCHESTRA
    701 DEVONSHIRE DRIVE C-24
    CHAMPAIGN,IL61820     		NONE PC GENERAL OPERATING SUPPORT 10,000
    CRISIS NURSERY
    1309 W HILL STREET
    URBANA,IL61801     		NONE PC GENERAL OPERATING SUPPORT 20,000
    CROHNS & COLITIS FOUNDATION INC
    733 THIRD AVENUE SUITE 510
    NEW YORK,NY10017     		NONE PC GENERAL OPERATING SUPPORT 10,000
    CUNNINGHAM CHILDREN'S HOME OF URBANA ILLINOIS
    1301 N CUNNINGHAM AVENUE
    URBANA,IL61802     		NONE PC GENERAL OPERATING SUPPORT 25,000
    DAILY BREAD SOUP KITCHEN INC
    PO BOX 648
    CHAMPAIGN,IL61824     		NONE PC GENERAL OPERATING SUPPORT 50,000
    DEVELOPMENTAL SERVICE CENTER OF CHAMPAIGN COUNTY INC
    1304 W BRADLEY AVENUE
    CHAMPAIGN,IL61821     		NONE PC GENERAL OPERATING SUPPORT 5,000
    DON MOYER BOYS & GIRLS CLUB
    201 E PARK STREET
    CHAMPAIGN,IL61820     		NONE PC GENERAL OPERATING SUPPORT 55,000
    EASTERN ILLINOIS FOOD BANK
    2405 N SHORE DRIVE
    URBANA,IL61802     		NONE PC GENERAL OPERATING SUPPORT 30,000
    FEEDING SAN DIEGO
    9477 WAPLES ST STE 100
    SAN DIEGO,CA92121     		NONE PC GENERAL OPERATING SUPPORT 20,000
    FLYING LEATHERNECK HISTORICAL FOUNDATION
    PO BOX 45316
    SAN DIEGO,CA92145     		NONE PC GENERAL OPERATING SUPPORT 5,000
    FOREST PRESERVE FRIENDS FOUNDATION
    PO BOX 1040
    MAHOMET,IL61853     		NONE PC GENERAL OPERATING SUPPORT 20,000
    HABITAT FOR HUMANITY OF CHAMPAIGN COUNTY INC
    119 E UNIVERSITY AVENUE
    CHAMPAIGN,IL61820     		NONE PC GENERAL OPERATING SUPPORT 15,000
    HELEN MARY STEVICK SENIOR CITIZENS CENTER
    306 W CHURCH STREET
    CHAMPAIGN,IL61821     		NONE PC GENERAL OPERATING SUPPORT 10,000
    JUVENILE DIABETES RESEARCH FOUNDATION INTERNATIONAL
    1 N LASALLE STREET
    CHICAGO,IL60602     		NONE PC GENERAL OPERATING SUPPORT 350,000
    LA JOLLA HISTORICAL SOCIETY
    PO BOX 2181
    LA JOLLA,CA92038     		NONE PC GENERAL OPERATING SUPPORT 1,000
    MAYO CLINIC
    200 FIRST STREET SW
    ROCHESTER,MN55905     		NONE PC DIABETES RESEARCH 100,000
    PARKLAND COLLEGE FOUNDATION
    2400 W BRADLEY AVENUE
    CHAMPAIGN,IL61821     		NONE PC SCHOLARSHIP FUND 100,000
    PRAIRIELANDS COUNCIL BOY SCOUTS OF AMERICA #117
    3301 FARBER DRIVE
    CHAMPAIGN,IL61822     		NONE PC GENERAL OPERATING SUPPORT 80,000
    RED RIVER VALLEY ASSOCIATION INC
    12123 SHELBY ROAD SUITE 100-179
    LOUISVILLE,KY40243     		NONE PC GENERAL OPERATING SUPPORT 5,000
    SALT AND LIGHT NFP
    1512 W ANTHONY DRIVE
    CHAMPAIGN,IL61832     		NONE PC GENERAL OPERATING SUPPORT 20,000
    SAN DIEGO HISTORICAL SOCIETY
    1649 EL PRADO
    SAN DIEGO,CA92101     		NONE PC GENERAL OPERATING SUPPORT 5,000
    SAN DIEGO OPERA ASSOCIATION
    233 A STREET 500
    SAN DIEGO,CA92101     		NONE PC GENERAL OPERATING SUPPORT 25,000
    ST MATTHEW ROMAN CATHOLIC CONGREGATION
    1303 LINCOLNSHIRE DRIVE
    CHAMPAIGN,IL61821     		NONE PC GENERAL OPERATING SUPPORT 20,000
    THE EMPTY TOMB
    301 N FOURTH STREET
    CHAMPAIGN,IL61820     		NONE PC GENERAL OPERATING SUPPORT 10,000
    THE UNIVERSITY OF SOUTH DAKOTA FOUNDATION
    1110 N DAKOTA STREET
    VERMILLION,SD57069     		NONE PC GENERAL OPERATING SUPPORT 10,000
    UNITED WAY OF CHAMPAIGN COUNTY ILLINOIS INC
    5 DUNLAP COURT
    SAVOY,IL61874     		NONE PC GENERAL OPERATING SUPPORT 100,000
    Total .................................bullet 3a 1,346,000
    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 ............     		    18 490,070  
    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 1,333,034 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,333,034
    (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
    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

    TY 2021 AccountingFeesSchedule
    Name:
    THE MEYER CHARITABLE FOUNDATION
    EIN:
    36-4152268
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 23,079 11,540   11,539

    TY 2021 GeneralExplanationAttachment
    Name:
    THE MEYER CHARITABLE FOUNDATION
    EIN:
    36-4152268
    Identifier Return Reference Explanation
      FORM 990-PF PART VI-B, LINE 1D MEYER CHARITABLE FOUNDATION2021 FORM 990-PFSTATEMENTPART VII-B, QUESTION 1C.IN MARCH 2019, THE MEYER CHARITABLE FOUNDATION (THE "FOUNDATION") BECAME AWARE THAT ONE OF ITS THEN-CURRENT DIRECTORS WAS ALLEGED TO HAVE IMPROPERLY CAUSED THE FOUNDATION TO MAKE THE FOLLOWING GRANTS:DATE GRANTEE AMOUNT5/31/2013 KEY WORLDWIDE FOUNDATION $100,0006/19/2013 KEY WORLDWIDE FOUNDATION $170,0007/2/2013 KEY WORLDWIDE FOUNDATION $5,00010/23/2017 UNIVERSITY OF SOUTHERN CALIFORNIA $50,0002/1/2018 KEY WORLDWIDE FOUNDATION $200,000TOTAL $525,000THE FOUNDATION HAS NOT CONCLUDED THAT THESE GRANTS OR THE FACTS SURROUNDING THE ALLEGATIONS CONSTITUTE SELF-DEALING WITHIN THE MEANING OF SECTION 4941(D)(1) OF THE INTERNAL REVENUE CODE (THE "CODE") AND THE TREASURY REGULATIONS THEREUNDER (THE "REGULATIONS"). HOWEVER, OUT OF AN ABUNDANCE OF CAUTION AND DESIRE TO PROTECT AGAINST EVEN THE APPEARANCE OF IMPROPRIETY, THE FOUNDATION HAS TAKEN THE FOLLOWING STEPS IN RESPONSE TO THE ALLEGATIONS:1. THE DIRECTOR INVOLVED RESIGNED AS BOTH AN OFFICER AND DIRECTOR OF THE FOUNDATION.2. THE SPOUSE OF SAID DIRECTOR (WHO ALSO WAS A DIRECTOR) RESIGNED AS BOTH AN OFFICER AND DIRECTOR OF THE FOUNDATION.3. THE DIRECTOR INVOLVED RESTORED $525,000 TO THE FOUNDATION ON APRIL 9, 2019 AND SUBSEQUENTLY PAID THE FOUNDATION $168,185 IN INTEREST TO COMPENSATE THE FOUNDATION FOR LOST INCOME ON THE AMOUNT INVOLVED FROM THE DATE OF EACH GRANT PAYMENT THROUGH OCTOBER 15, 2021 (THE "RESTORATION").4. THE FOUNDATION ENGAGED QUALIFIED LEGAL COUNSEL TO ADVISE THE FOUNDATION REGARDING ITS GOVERNANCE AND GRANT-MAKING PRACTICES AND ADOPTED THE RECOMMENDED PRACTICES.DESPITE NOT HAVING REACHED A CONCLUSION ON THE EXISTENCE OR ABSENCE OF SELF-DEALING, THE FOUNDATION HAS DETERMINED THAT IT IS PRUDENT TO TREAT THE RESTORATION AS A PROTECTIVE CORRECTION PURSUANT TO SECTION 4941(E)(3) OF THE CODE AND THE REGULATIONS THEREUNDER. THIS TREATMENT DOES NOT REFLECT A DETERMINATION BY THE FOUNDATION THAT SELF-DEALING HAS OCCURRED. RATHER, IT REFLECTS THE FOUNDATION'S DETERMINATION THAT SUCH TREATMENT MAY BE PRUDENT UNDER THE CIRCUMSTANCES, WHILE ALSO ACKNOWLEDGING THAT THE FACTS SURROUNDING THE PAYMENTS LISTED ABOVE AND ASSOCIATED ALLEGATIONS CONTINUE TO REQUIRE CLARIFICATION. THUS, ANY TAXABLE PERIOD (AS DEFINED IN SECTION 4941(E)(1) OF THE CODE AND REGULATIONS) WITH RESPECT TO THE PAYMENTS LISTED ABOVE WILL BE DEEMED TO HAVE CLOSED ON OCTOBER 15, 2021, WHEN THE RESTORATION "[UNDID] THE TRANSACTION TO THE EXTENT POSSIBLE, BUT IN ANY CASE [PLACED] THE PRIVATE FOUNDATION IN A FINANCIAL POSITION NOT WORSE THAN THAT IN WHICH IT WOULD [HAVE BEEN]" IF THE PAYMENTS HAD NOT BEEN MADE. I.R.C. SECTION 4941(E)(3).

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    THE MEYER CHARITABLE FOUNDATION
    EIN:
    36-4152268
    Name of Stock End of Year Book Value End of Year Fair Market Value
    AMAZON COM INC 162,664 637,110
    LOWES COS INC 106,990 394,506
    NIKE INC 54,081 244,712
    STARBUCKS CORP 68,825 139,887
    TARGET CORP 9,330 27,520
    ALTRIA GROUP INC 88,441 121,108
    COLGATE PALMOLIVE CO 184,437 292,385
    PEPSICO INC 154,480 437,324
    PHILIP MORRIS INTL INC 184,143 254,256
    PROCTER AND GAMBLE CO 101,695 246,368
    TYSON FOODS INC 218,597 343,565
    CHEVRON CORP 131,864 303,559
    EOG RES INC 150,753 236,941
    EXXON MOBIL CORP 36,592 52,896
    ECOFIN GLOBAL NORTH AMERICAN PIPELINE FUND 840,834 1,168,192
    SCHLUMBERGER LTD 189,180 132,365
    VALERO ENERGY CORPORATION 60,608 146,578
    BERKSHIRE HATHAWAY INC 333,980 753,612
    CBRE GROUP INC 135,061 253,739
    CITIGROUP INC 395,752 343,533
    DISCOVER FINANCIAL SERVICES 65,696 147,991
    GLOBE LIFE INC 65,864 96,302
    GOLDMAN SACHS GROUP INC 35,487 48,374
    JP MORGAN CHASE AND CO 130,727 305,319
    WILLIS TOWERS WATSON 93,319 94,559
    AMGEN INC 67,823 302,440
    BECTON DICKINSON AND CO 90,523 303,123
    BRISTOL MYERS SQUIBB CO 165,883 211,109
    CIGNA CORP 45,333 65,194
    DANAHAR CORPORATION 28,922 355,893
    JOHNSON AND JOHNSON 191,181 542,181
    LABORATORY CORP AMERICAN HOLDINGS 64,145 104,116
    PFIZER INC 111,835 218,737
    THERMO FISHER SCIENTIFIC INC 48,202 108,973
    MEDTRONIC PLC 93,420 226,539
    CUMMINS INC 135,128 175,243
    EXPEDITORS INTERNATIONAL OF WASHINGTON INC 87,848 278,086
    GENERAL DYNAMICS CORP 141,872 217,488
    RAYTHEON TECHNOLOGIES CORP 122,823 256,063
    JOHNSON CONTROLS INTERNATIONAL PLC 47,441 48,296
    NVENT ELECTRIC PLC 129,874 161,211
    PENTAIR PLC 59,903 57,896
    APPLE INC 130,775 1,174,496
    APPLIED MATERIALS 49,023 116,821
    CISCO SYSTEMS INC 94,613 157,044
    FISERV INC 118,480 200,160
    INTEL CORP 95,049 168,707
    LEIDOS HOLDINGS INC 106,190 113,174
    MASTERCARD INCORPORATED 116,197 404,393
    MICROSOFT CORP 147,138 1,091,286
    ORACLE CORP 76,688 222,664
    QUALCOMM INC 171,709 314,225
    ACCENTURE PLC 31,545 295,177
    NUCOR CORP 30,963 81,198
    LINDE PLC 124,577 160,392
    LYONDELLBASELL INDUSTRIES NV 92,517 130,245
    ALPHABET INC 246,304 1,028,632
    COMCAST CORP 163,509 187,924
    CROWN CASTLE INTERNATIONAL CORP 140,762 327,336
    WALT DISNEY CO 32,500 138,271
    ELECTRONIC ARTS INC. 89,181 132,549
    FACEBOOK INC 140,127 156,848
    VERIZON COMMUNICATIONS INC 67,417 60,317
    CONSOLIDATED EDISON INC 125,155 177,179
    EXELON CORP 86,235 203,481
    AMERICAN CENTURY MID CAP VALUE FUND Y 642,494 749,096
    CONGRESS MID CAP GROWTH FUND INSTITUTIONAL CLASS 463,782 975,493
    LSV SMALL CAP VALUE FUND INSTITUTIONAL CLASS 274,789 345,621
    BLACKROCK ISHARES RUSSELL ETF 204,031 520,536
    VANGUARD SMALL CAP INDEX ADMIRAL 852,436 1,407,118
    DFA LARGE CAP INTERNATIONAL PORTFOLIO INSTSL CLASS 1,305,182 1,632,628
    FIDELITY INVESTMENTS TOTAL INTERNATIONAL INDEX FUND 202,729 244,231
    GMO INTERNATIONAL DEVELOPED EQUITY ALLOCATION FUND CLASS III 1,467,451 1,665,113
    VIRTUS KAR INTERNATIONAL SMALL-CAP FUND CLASS R6 386,529 433,166
    BROOKFIELD INVESTMENT FUNDS GLOBAL LISTED REAL ESTATE FUND CLASS Y 273,428 296,136
    AQR TM EMERGING MULTI-STYLE FUND CLASS R6 796,359 909,083
    DFA EMERGING MARKETS CORE EQUITY PORTFOLIO INSTL CLASS 623,735 752,025
    FIDELITY EMERGING MARKETS INDEX FUND 184,949 207,315
    WILLIAM BLAIR EMERGING MKTS SMALL CAP GROWTH CL R6 497,000 686,061
    BLACKROCK EVENT DRIVEN EQUITY FUND INSTITUTIONAL SHARES 173,545 172,841
    BLACKROCK SYSTEMATIC MULTI-STRATEGY FUND INSTITUTIONAL SHARES 169,630 171,470
    CALAMOS MARKET NEUTRAL INCOME FUND INSTITUTIONAL CLASS 170,856 178,968
    GMO SGM MAJOR MARKETS FUND CLASS III 377,574 341,833
    STONE RIDGE HIGH YIELD REINSURANCE RISK PREMIUM FUND 287,693 283,208
    CONSTELLATION ENERGY CORP 36,301 85,608
    EMBECTA CORP 0 5,873
    PARAMOUNT GLOBAL 35,545 52,697

    TY 2021 LegalFeesSchedule
    Name:
    THE MEYER CHARITABLE FOUNDATION
    EIN:
    36-4152268
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 6,126 0   6,126


    TY 2021 OtherLiabilitiesSchedule
    Name:
    THE MEYER CHARITABLE FOUNDATION
    EIN:
    36-4152268
    Description Beginning of Year - Book Value End of Year - Book Value
    OUTSTANDING CHECKS/TRANSFERS 40,500 0


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    THE MEYER CHARITABLE FOUNDATION
    EIN:
    36-4152268
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 97,501 97,501   0


    TY 2021 TaxesSchedule
    Name:
    THE MEYER CHARITABLE FOUNDATION
    EIN:
    36-4152268
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES PAID 2,849 2,849   0
    FEDERAL EXCISE TAXES & PENALTIES 152,647 0   0