TY 2023 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

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

Do not enter social security numbers on this form as it may be made public.
right arrow

Go to www.irs.gov/Form990PF for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public Inspection

For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023

Name of foundation
MEYER CHARITABLE TRUST

Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 913
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
HUTCHINSON, KS67504

A Employer identification number

48-6371879

B Telephone number (see instructions)

(620) 694-2258

C If exemption application is pending, check here right arrow

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

D 1. Foreign organizations, check here............. right arrow

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

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

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

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

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

$997,389J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .............
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	21,530		21,530
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		-36,587
b	Gross sales price for all assets on line 6a 448,067
7	Capital gain net income (from Part IV, line 2)...			0
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........	-15,057		21,530
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).......	List of Attached Documents: // Content	4,563	0	4,563
c	Other professional fees (attach schedule)....	List of Attached Documents: // Content	6,742	2,385	4,357
17	Interest...............
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	4,121	292	0
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......	List of Attached Documents: // Content	992	0	0
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	16,418		2,677	8,920
25	Contributions, gifts, grants paid.......	50,750			50,750
26	Total expenses and disbursements. Add lines 24 and 25	67,168		2,677	59,670
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-82,225
b	Net investment income (if negative, enter -0-)			18,853
c	Adjusted net income (if negative, enter -0-)...

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2023)

Form 990-PF (2023)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............	83,536
	2	Savings and temporary cash investments.........	27,562	19,880	19,880
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	5	Grants receivable.................
	6	Receivables due from officers, directors, trustees, and other
		disqualified persons (attach schedule) (see instructions).....
	7	Other notes and loans receivable (attach schedule)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)	174,786	List of Attached Documents: // Content 264,533	265,516
	b	Investments—corporate stock (attach schedule).......	536,113	List of Attached Documents: // Content 478,722	547,053
	c	Investments—corporate bonds (attach schedule).......
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	204,625	List of Attached Documents: // Content 181,262	164,940
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	1,026,622	944,397	997,389
	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 )
	23	Total liabilities (add lines 17 through 22).........	0	0
		Foundations that follow FASB ASC 958, check here
		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
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	505,531	505,531
	27	Paid-in or capital surplus, or land, bldg., and equipment fund	0	0
	28	Retained earnings, accumulated income, endowment, or other funds	521,091	438,866
	29	Total net assets or fund balances (see instructions).....	1,026,622	944,397
	30	Total liabilities and net assets/fund balances (see instructions).	1,026,622	944,397

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

1,026,622

Enter amount from Part I, line 27a .....................

-82,225

Other increases not included in line 2 (itemize) right arrow

Add lines 1, 2, and 3 ..........................

944,397

Decreases not included in line 2 (itemize) right arrow

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

944,397

Form 990-PF (2023)

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	(d) Date sold (mo., day, yr.)
1 a	SHORT TERM CAP GAINS		2023-12-31
b	LONG TERM CAP GAINS		2023-12-31
c	CAPITAL GAINS DIVIDENDS	P
d
e

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	74,898	76,923	-2,025
b	371,959	407,731	-35,772
c	1,210		1,210
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			-2,025
b			-35,772
c			1,210
d
e

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	-36,587
3	Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
	If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0- in Part I, line 8 ...................		3

Part V

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 and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	262
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	262
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	262
6	Credits/Payments:

a	2023 estimated tax payments and 2022 overpayment credited to 2023	6a	3,253
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	3,253
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.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	2,991
11	Enter the amount of line 10 to be: Credited to 2024 estimated tax2,991	Refunded	11	0

Form 990-PF (2023)

Page 4

Part VI-A

Statements Regarding Activities

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

Yes

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

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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

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

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

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

(1) On the foundation. right arrow

$ 0(2) On foundation managers. right arrow

$ 0

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

on foundation managers. right arrow

$ 0

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

If "Yes," attach a detailed description of the activities.

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

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

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

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

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

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

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

By language in the governing instrument, or

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

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

Yes

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

and Part XIV..................................

Yes

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

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

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

Yes

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

or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.

If "Yes," complete Part XIII .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

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

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

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

advisory privileges? If "Yes," attach statement. See instructions.................

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

Yes

Website address right arrow

N/A

The books are in care of right arrow

PHYLLIS ANN MEYER Telephone no. right arrow

(620) 694-2258

Located at right arrow

1 N MAINHUTCHINSONKS ZIP+4 right arrow

67501

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

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

16 At any time during calendar year 2023, 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 right arrow

Form 990-PF (2023)

Page 5

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

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)

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

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

1a(2)

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

1a(3)

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

1a(4)

(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)

(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)

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 ..........

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

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 2023? .............

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

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

At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d

and 6e) for tax year(s) beginning before 2023?....................

If "Yes," list the years right arrow

20, 20, 20, 20

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

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

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

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

20, 20, 20, 20

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

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

If "Yes," did it have excess business holdings in 2023 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 2023.) .....................

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

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

charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..

Form 990-PF (2023)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

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

Yes

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

5a(1)

(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)

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

5a(3)

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

in section 4945(d)(4)(A)? See instructions ........................

5a(4)

(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)

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

Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........

Organizations relying on a current notice regarding disaster assistance check ......... right arrow

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

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

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

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

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

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

If "Yes" to 6b, file Form 8870.

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

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

Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or

excess parachute payment during the year? .........................

Part 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
PHYLLIS ANN MEYER	TRUSTEE 1.00	0	0	0
2608 N VAN BUREN HUTCHINSON,KS67502	TRUSTEE 1.00	0	0	0

2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."


(a) Name and address of each employee paid more than $50,000	(b) Title, and average hours per week devoted to position	(c) Compensation	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
NONE









Total number of other employees paid over $50,000...................				0

Form 990-PF (2023)

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............. right arrow

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......................... right arrow

Form 990-PF (2023)

Page 8

Part IX

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

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

purposes:

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

912,924

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

72,871

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

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

985,795

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

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

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

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

985,795

Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see

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

14,787

Net value of noncharitable-use assets. Subtract line 4 from line 3. ............

971,008

Minimum investment return. Enter 5% (0.05) of line 5................

48,550

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.)

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

48,550

Tax on investment income for 2022 from Part V, line 5.......

262

Income tax for 2022. (This does not include the tax from Part V.) ...

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

262

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

48,288

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

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

48,288

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

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...

48,288

Part XI

Qualifying Distributions (see instructions)

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

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

59,670

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

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

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

Amounts set aside for specific charitable projects that satisfy the:

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

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

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

59,670

Form 990-PF (2023)

Page 9

Part XII

Undistributed Income (see instructions)

		(a) Corpus	(b) Years prior to 2022	(c) 2022	(d) 2023
1 Distributable amount for 2023 from Part X, line 7					48,288
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only.......				0
b Total for prior years:20 , 20, 20			0
3 Excess distributions carryover, if any, to 2022:
a From 2018......
b From 2019......
c From 2020......
d From 2021......
e From 2022......	6,568
f Total of lines 3a through e ........		6,568
4Qualifying distributions for 2023 from Part
XI, line 4: $ 59,670
a Applied to 2022, 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 2023 distributable amount.....					48,288
e Remaining amount distributed out of corpus		11,382
5 Excess distributions carryover applied to 2023.		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		17,950
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 2022. Subtract line 4a from line 2a. Taxable amount—see instructions .............				0
f Undistributed income for 2023. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2024 ..........					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 2018 not applied on line 5 or line 7 (see instructions) ...		0
9 Excess distributions carryover to 2024. Subtract lines 7 and 8 from line 6a ......		17,950
10 Analysis of line 9:
a Excess from 2019....
b Excess from 2020....
c Excess from 2021....
d Excess from 2022....	6,568
e Excess from 2023....	11,382

Form 990-PF (2023)

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 2023, enter the date of the ruling ...... right arrow

b Check box to indicate whether the organization is a private operating foundation described in section 4942(j)(3) or4942(j)(5)

2a Enter the lesser of the adjusted net income from Part I or the minimum investment return from Part IX for each year listed ..........	Tax year	Prior 3 years			(e) Total
	(a) 2023	(b) 2022	(c) 2021	(d) 2020	(e) Total

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).)

PHYLLIS ANN 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 right arrow

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

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 (2023)

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
ALEXANDRIA AREA COMMUNITY FOUNDATION 101 7TH AVE S SUITE 100 SAINT CLOUD,MN56308	N/A	PC	UNRESTRICTED PROGRAM SUPPORT	7,500
ALEXANDRIA DOLLARS FOR SCHOLARS PO BOX 1152 ALEXANDRIA,MN56308	N/A	PC	UNRESTRICTED PROGRAM SUPPORT	500
BOYS AND GIRLS CLUB 111 N WALNUT ST HUTCHINSON,KS67501	N/A	PC	UNRESTRICTED PROGRAM SUPPORT	500
BRIGHTHOUSE 125 W 2ND AVE HUTCHINSON,KS67501	N/A	PC	UNRESTRICTED PROGRAM SUPPORT	500
BUHLER EDUCATIONAL FOUNDATION 406 W 7TH ST BUHLER,KS67522	N/A	PC	UNRESTRICTED PROGRAM SUPPORT	5,000
CANCER COUNCIL OF RENO COUNTY 719 E 4TH AVE HUTCHINSON,KS67501	N/A	PC	UNRESTRICTED PROGRAM SUPPORT	750
COSMOSPHERE FOUNDATION 1100 N PLUM ST HUTCHINSON,KS67501	N/A	PC	UNRESTRICTED PROGRAM SUPPORT	2,500
DELIVERANCE CHRISTIAN MINISTRY INC 301 E 3RD HUTCHINSON,KS67501	N/A	PC	CHRISTIAN SOUP MINISTRY	500
HOSPICE AND HOMECARE OF RENO COUNTY 2020 N WALDRON ST SUITE 100 HUTCHINSON,KS67502	N/A	PC	UNRESTRICTED PROGRAM SUPPORT	1,000
HUTCHINSON ART ASSOCIATION INC 405 N WASHINGTON ST HUTCHINSON,KS67501	N/A	PC	UNRESTRICTED PROGRAM SUPPORT	500
HUTCHINSON COMMUNITY FOUNDATION PO BOX 298 HUTCHINSON,KS67504	N/A	PC	UNRESTRICTED PROGRAM SUPPORT	5,000
HUTCHINSON HISTORIC FOX THEATRE 18 E 1ST AVE HUTCHINSON,KS67501	N/A	PC	UNRESTRICTED PROGRAM SUPPORT	1,500
HUTCHINSON THEATRE CLUB PO BOX 993 HUTCHINSON,KS67504	N/A	PC	STAGE 9	500
INTERFAITH HOUSING SERVICES INC PO BOX 1987 HUTCHINSON,KS67504	N/A	PC	UNRESTRICTED PROGRAM SUPPORT	500
LEGACY OF THE LAKES MUSEUM AND GARDENS PO BOX 1216 ALEXANDRIA,MN56308	N/A	PC	UNRESTRICTED PROGRAM SUPPORT	2,500
MANHATTAN BEACH EDUCATIONAL FOUNDATION PO BOX 1110 MANHATTAN BEACH,CA90267	N/A	NC	UNRESTRICTED PROGRAM SUPPORT	1,000
NAPILI KAI FOUNDATION 5900 HONOAPILIANI ROAD LAHAINA,HI96761	N/A	PC	UNRESTRICTED PROGRAM SUPPORT	2,000
RENO COUNTY HISTORICAL SOCIETY PO BOX 1864 HUTCHINSON,KS67504	N/A	PC	UNRESTRICTED PROGRAM SUPPORT	500
SALVATION ARMY OF RENO COUNTY PO BOX 310 HUTCHINSON,KS67504	N/A	PC	UNRESTRICTED PROGRAM SUPPORT	500
TECH FOUNDATION OF KANSAS INC PO BOX 399 HUTCHINSON,KS67504	N/A	PC	UNRESTRICTED PROGRAM SUPPORT	1,500
THE GREATER BOSTON FOOD BANK PO BOX 55860 BOSTON,MA02205	N/A	PC	UNRESTRICTED PROGRAM SUPPORT	500
THEATRE LE HOMME DIEU 1875 COUNTY RD 120 ALEXANDRIA,MN56308	N/A	PC	UNRESTRICTED PROGRAM SUPPORT	500
THIRD OPTION FOUNDATION 12007 SUNRISE VALLEY DRIVE SUITE 105 RESTON,VA20191	N/A	PC	UNRESTRICTED PROGRAM SUPPORT	5,000
TRINITY UNITED METHODIST CHURCH 1602 NORTH MAIN HUTCHINSON,KS67501	N/A	PC	CIRCLES OF HOPE & SALTHAWK COMMUNITY SUPPORT	1,500
UNITED WAY OF RENO COUNTY PO BOX 2230 HUTCHINSON,KS67504	N/A	PC	UNRESTRICTED PROGRAM SUPPORT	7,500
USC PHYSICAL THERAPHY 1540 ALCAZAR ST STE 155 LOS ANGELES,CA90033	N/A	PC	UNRESTRICTED PROGRAM SUPPORT	1,000
Total ................................. 3a				50,750

bApproved for future payment

Total ................................. 3b				0

Form 990-PF (2023)

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	(e) Related or exempt function income (See instructions.)
a
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments ....
3 Interest on savings and temporary cash investments ...........
4 Dividends and interest from securities ....			14	21,530
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	-36,587
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		-15,057	0

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

-15,057

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

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	Explain below how each activity for which income is reported in column (e) of Part 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 (2023)

Page 13

Part XVI

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

Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?

Yes

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

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

1a(1)

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

1a(2)

Other transactions:

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

1b(1)

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

1b(2)

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

1b(3)

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

1b(4)

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

1b(5)

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

1b(6)

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

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

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

Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........Yes No

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.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

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

Form 990-PF (2023)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2023 AccountingFeesSchedule

Name:

MEYER CHARITABLE TRUST

EIN:

48-6371879

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
ACCOUNTING FEES	4,563	0		4,563

- TIN:

TY 2023 InvestmentsCorpStockSchedule

Name:

MEYER CHARITABLE TRUST

EIN:

48-6371879

Name of Stock	End of Year Book Value	End of Year Fair Market Value
ABBOT LABORATORIES	3,687	3,302
ACCENTURE PLC	2,046	2,807
AIRBUS SE UNSPONSORED ADR	1,941	2,278
ALPHABET INC CAP STOCK CL C	9,110	11,274
AMAZON COM INC	9,383	8,509
AMPHENOL CORP ORD SHS	2,854	3,569
AON PLC COM USD0.01 CL A	1,783	2,328
APPLE INC	11,096	15,595
ARISTA NETWORKS INC	1,868	3,062
ASML HOLDINGS N V N Y REGISTRY	1,081	1,514
ASTRAZENECA PLC SPONSORED ADR	1,057	1,414
BERKSHIRE HATHAWAY INC DEL	5,826	7,490
BHP GROUP LTD SPONSORED ADS	2,406	2,459
BLACKROCK COMMODITY	9,171	9,797
BROADCOM INC COM	1,866	4,465
CALAMOS INVT TR NEW	14,717	14,998
CANADIAN NATIONAL RAILWAY	1,251	1,382
CANADIAN PAC RY LTD COM ORD SHS	1,225	1,265
CAVA GROUP INC	1,880	1,891
CHIPOTLE MEXICAN GRILL INC	1,551	2,287
CINEMARK HLDGS INC	3,985	4,354
COHEN & STEERS INSTL	8,447	9,921
CONGRESS SMALL-CAMP GROWTH	12,162	12,215
CONOCOPHILLIPS	1,838	3,830
COPART	2,100	3,332
COSTCO WHOLESALE CORP	2,397	3,960
CRH PLC ORD	1,373	1,383
CULLEN FROST BANKERS INC COM	4,301	3,580
DANAHER CORP	2,501	2,776
DIAMONDBACK ENERGY INC	2,123	2,171
ELEVANCE HEALTH INC	2,383	2,829
EMCOR GROUP INC	2,683	4,739
FIDELITY EMERGING MARKETS IDX	7,483	7,579
FIDELITY INTERNATIONAL IDX	14,680	14,992
FIDELITY LARGE CAP	28,663	29,687
HEARTLAND GROUP INC	6,880	7,265
HOME DEPOT INC	1,769	1,733
ICON PLC SHS	1,858	2,548
IDEXX LABS INC COM	1,537	1,665
INTERCONTINENTAL EXCHANGE	1,654	1,926
INTUIT COM	1,828	2,500
ISHARES CORE S&P US GROWTH ETF	7,435	7,599
ISHARES CORE S&P US VALUE ETF	2,069	2,699
ISHARES MSCI ACWI EX US ETF	4,078	3,726
JOHNSON & JOHNSON	3,859	3,448
JPMORGAN CHASE & CO	6,112	7,484
JPMORGAN LARGE-CAP GROWTH I	6,330	7,429
LILLY (ELI) & CO	1,705	3,498
LINDE PLC COM	1,615	2,464
LULULEMON ATHLETICA INC ORD SHS	1,775	2,556
MARTIN MARIETTA MATERIALS	1,730	2,495
MASTERCARD INC	2,591	3,412
MEDPACE HLDGS INC	2,351	2,759
MERCADOLIBRE INC	1,889	1,572
META PLATFORMS INC	3,925	4,601
MFS INTERNATIONAL EQUITY	34,288	34,970
MFS VALUE FD CL	7,593	7,465
MICRON TECHNOLOGY	2,960	3,755
MICROSOFT CORP	11,389	17,298
MID-AMER APT CMNTYS INC	2,548	2,555
MONSTER BEVERAGE CORP	1,073	1,383
MYR GROUP INC ORD SHS	2,630	3,905
NOVO-NORDISK SPONS ADR	918	2,690
NVIDIA CORP COM	2,625	7,428
OCCIDENTAL PETROLEUM CORP	5,475	5,971
OLD DOMINION FREIGHT LINE	1,211	1,621
ON HLDG AG NAMEN AKT A	1,900	2,481
ON SEMICONDUCTOR CORP COM	2,543	2,506
O'REILLY AUTOMOTIVE INC	3,713	4,750
PEPSICO INC	2,185	2,378
QUALYS INC COM	1,906	2,552
ROSS STORES IN COM	2,749	3,875
ROYCE OPPORTUNITY FUND	12,763	12,214
S&P GLOBAL INC COM	2,005	2,643
SHELL PLC SPON ADS	1,967	2,369
SONY GROUP CORPORATION	2,176	1,988
SS&C TECHNOLOGIES	2,987	3,239
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD SA	2,534	2,288
TARGET CORP	4,878	3,988
TESLA INC	3,050	2,982
THERMO FISHER SCIENTIFIC INC	2,964	3,185
TREX CO INC	4,067	6,126
UBS GROUP AG SHS	2,331	3,955
ULTA BEAUTY INC ORD SHS	2,177	2,940
UNITEDHEALTH GROUP INC	3,818	4,738
VANGUARD MID-CAP GROWTH IDX	8,520	9,948
VANGUARD MID-CAP VALUE INDEX ADMIRAL	8,714	9,958
VANGUARD SMALL-CAP GROWTH IDX ADM	2,208	2,486
VANGUARD SMALL-CAP VALUE IDX ADM	2,241	2,483
VANUGARD VALUE INDEX ADM	28,380	29,787
VERTEX PHARMACEUTICALS INC	1,647	2,441
VICTORY TRIVALENT INT'L	21,040	17,452
VIRTUS KAR MID-CAP CORE I	7,147	7,424
VISA INC CL A	3,166	3,905
VISTRA CORP COM	3,633	5,739
WAL-MART DE MEXICO SAB DE CV SPON ADR	1,250	1,475
WALMART INC	2,751	2,995
WASTE MANAGEMENT INC DEL	2,053	3,224
WOODSIDE ENERGY GROUP LTD	1,283	1,265
ZOETIS INC CL A	2,296	2,566
ZURICH INSURANCE GROUP AG	1,062	1,254

- TIN:

TY 2023 InvestmentsGovtObligationsSch

Name:

MEYER CHARITABLE TRUST

EIN:

48-6371879

US Government Securities - End of Year Book Value:

264,533

US Government Securities - End of Year Fair Market Value:

265,516

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

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

- TIN:

TY 2023 InvestmentsOtherSchedule2

Name:

MEYER CHARITABLE TRUST

EIN:

48-6371879

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
AMERICAN FUNDS INFLATION	AT COST	9,052	7,565
AMERICAN HONDA FINANCE CORP	AT COST	10,539	9,964
ARIZONA PUBLIC SERVICE CO	AT COST	10,574	9,885
FIDELITY FLOATING RATE	AT COST	6,180	6,059
FIDELITY INVESTMENT GRADE HIGH	AT COST	37,952	33,324
FLORIDA POWER & LIGHT CO	AT COST	10,710	9,722
GILEAD SCIENCES	AT COST	10,663	9,952
NETAPP INC	AT COST	10,323	9,510
PRUDENTIAL GLOBAL TOTAL RETURN	AT COST	29,401	25,812
SCHNEIDER ELECTRIC SE UNSPONSRD	AT COST	1,896	2,490
UNITED OVERSEAS BANK LTD	AT COST	1,298	1,208
VANGUARD EMERGING	AT COST	13,928	13,664
VANGUARD MORTGAGE-BACKED SECS	AT COST	28,746	25,785

- TIN:

TY 2023 OtherExpensesSchedule

Name:

MEYER CHARITABLE TRUST

EIN:

48-6371879

Description	Revenue and Expenses per Books	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
INVESTMENT TIMING ITEMS	992	0		0

- TIN:

TY 2023 OtherProfessionalFeesSchedule

Name:

MEYER CHARITABLE TRUST

EIN:

48-6371879

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
INVESTMENT MGMT FEES	2,385	2,385		0
CUSTODIAN & MGMT FEES	4,357	0		4,357

- TIN:

TY 2023 TaxesSchedule

Name:

MEYER CHARITABLE TRUST

EIN:

48-6371879

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
FOREIGN TAX	292	292		0
LATE FILING PENALTY	3,829	0		0