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
EDWIN T MEREDITH FOUNDATION

Number and street (or P.O. box number if mail is not delivered to street address)3106 INGERSOLL AVENUE
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
DES MOINES, IA50312

A Employer identification number

42-6059818

B Telephone number (see instructions)

(515) 284-2096

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

$25,846,844J 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	(c) Adjusted net 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	215,053		215,053
4	Dividends and interest from securities...	237,337		237,337
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		708,756
b	Gross sales price for all assets on line 6a 12,615,767
7	Capital gain net income (from Part IV, line 2)...			708,756
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........	1,161,146		1,161,146	0
13	Compensation of officers, directors, trustees, etc.	0		0	0	0
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........	List of Attached Documents: // Content	1,358	679	0	679
b	Accounting fees (attach schedule).......	List of Attached Documents: // Content	11,332	5,666	0	5,666
c	Other professional fees (attach schedule)....	List of Attached Documents: // Content	78,867	78,867	0	0
17	Interest...............
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	3,217	3,217	0	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	57	0	0	57
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	94,831		88,429	0	6,402
25	Contributions, gifts, grants paid.......	1,329,000				1,329,000
26	Total expenses and disbursements. Add lines 24 and 25	1,423,831		88,429	0	1,335,402
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-262,685
b	Net investment income (if negative, enter -0-)			1,072,717
c	Adjusted net income (if negative, enter -0-)...				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.............	24,710	196,992	196,992
	2	Savings and temporary cash investments.........	188,476	247,196	247,196
	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)	6,555,329	List of Attached Documents: // Content 3,864,187	3,873,278
	b	Investments—corporate stock (attach schedule).......	13,727,179	List of Attached Documents: // Content 15,746,226	19,125,631
	c	Investments—corporate bonds (attach schedule).......	2,192,074	List of Attached Documents: // Content 2,389,015	2,403,747
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	22,687,768	22,443,616	25,846,844
	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........	9,939,943	9,939,943
	27	Paid-in or capital surplus, or land, bldg., and equipment fund	0	0
	28	Retained earnings, accumulated income, endowment, or other funds	12,747,825	12,503,673
	29	Total net assets or fund balances (see instructions).....	22,687,768	22,443,616
	30	Total liabilities and net assets/fund balances (see instructions).	22,687,768	22,443,616

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

22,687,768

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

-262,685

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

List of Attached Documents:

// Content

18,533

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

22,443,616

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 .

22,443,616

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
1 a	8H5984
b	8M4858
c	8M4858
d	8M4859
e	8M4859
	NN04R7	P
	NN04R7	P
	NN04R8
	NN04R8
	NN085P
	NN085P

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	1,425,043	1,425,360	-318
b	738,966	794,327	-46,429
c	3,601,656	2,560,229	1,044,028
d	2,093,320	2,218,082	-123,040
e	3,091,574	3,150,284	-52,725
	16,279	18,676	-2,397
	1,010,884	1,058,573	-41,722
	266,654	311,427	-39,827
	56,719	54,431	2,376
	307,054	335,587	-28,533
	7,618	10,274	-2,657

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			-318
b			-46,429
c			1,044,028
d			-123,040
e			-52,725
			-2,397
			-41,722
			-39,827
			2,376
			-28,533
			-2,657

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	708,756
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	-209,554

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	14,911
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	14,911
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	14,911
6	Credits/Payments:

a	2023 estimated tax payments and 2022 overpayment credited to 2023	6a	7,256
b	Exempt foreign organizations—tax withheld at source......	6b	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c	40,000
d	Backup withholding erroneously withheld ..........	6d	0

7	Total credits and payments. Add lines 6a through 6d..............		7	47,256
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8	447
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	31,898
11	Enter the amount of line 10 to be: Credited to 2024 estimated tax31,898	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

ANDERSEN TAX LLC Telephone no. right arrow

(515) 245-3712

Located at right arrow

666 GRAND AVENUE SUITE 2400DES MOINESIA ZIP+4 right arrow

50309

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
D MELL MEREDITH FRAZIER	PRESIDENT 1.00	0	0	0
3106 INGERSOLL AVE DES MOINES,IA50312	PRESIDENT 1.00	0	0	0
ET MEREDITH IV ET MEREDITH IV	VICE PRESIDENT 1.00	0	0	0
3106 INGERSOLL AVE DES MOINES,IA50312	VICE PRESIDENT 1.00	0	0	0
CHERI A CIPPERLEY	TREASURER 1.00	0	0	0
3106 INGERSOLL AVE DES MOINES,IA50312	TREASURER 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...................

23,941,039

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

1,126,734

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

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

25,067,773

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.........................

25,067,773

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

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

376,017

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

24,691,756

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

1,234,588

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..................

1,234,588

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

14,911

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

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

14,911

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

1,219,677

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

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

1,219,677

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

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

1,219,677

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 ..........

1,335,402

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. .......

1,335,402

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					1,219,677
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......	212,407
e From 2022......	165,591
f Total of lines 3a through e ........		377,998
4Qualifying distributions for 2023 from Part
XI, line 4: $ 1,335,402
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.....					1,219,677
e Remaining amount distributed out of corpus		115,725
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		493,723
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 ......		493,723
10 Analysis of line 9:
a Excess from 2019....
b Excess from 2020....
c Excess from 2021....	212,407
d Excess from 2022....	165,591
e Excess from 2023....	115,725

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).)

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
BOYS AND GIRLS CLUB OF CENTRAL IOWA 1421 WALKER STREET DES MOINES,IA50316	NONE	PUBLIC	CIVIC AND CULTURAL	275,000
CHARLIE RUSSELL RIDERS FOUNDATION PO BOX 1284 BIGFORK,MT59911	NONE	CHARITY	CIVIC AND CULTURAL	10,000
CONNECTION CAFE 2416 70TH PLACE URBANDALE,IA503224811	NONE	PUBLIC	HEALTH AND RELIGION	5,000
DCHS ANNUAL APPEAL 1400 BUFFALO RD WEST DES MOINES,IA50265	NONE	CHARITY	EDUCATIONAL	10,000
DES MOINES PERFORMING ARTS 221 WALNUT STREET DES MOINES,IA50309	NONE	PUBLIC	CIVIC AND CULTURAL	4,000
DRAKE UNIVERSITY PO BOX 1848 DES MOINES,IA503051848	NONE	CHARITY	EDUCATIONAL	400,000
MOTE MARINE LABORATORY & AQUAR 1600 KEN THOMPSON PARKWAY SARASOTA,FL34239	NONE	CHARITY	CIVIC AND CULTURAL	100,000
REPRODUCTIVE HEALTHCARE OF THE BIG HORN 128 S THURMOND SHERIDAN,WY82801	NONE	CHARITY	HEALTH AND RELIGION	10,000
SCIENCE CENTER OF IOWA 401 W MLK JR PARKWAY DES MOINES,IA50309	NONE	PUBLIC	CIVIC AND CULTURAL	275,000
SIMPSON COLLEGE 701 NORTH C STREET INDIANOLA,IA50125	NONE	PUBLIC	EDUCATIONAL	10,000
STATE UNIVERSITY OF IOWA FOUNDATION 1 WEST PARK ROAD IOWA CITY,IA52244	NONE	CHARITY	HEALTH AND RELIGION	50,000
THE BRINTON MUSEUM PO BOX 460 BIG HORN,WY828330460	NONE	CHARITY	CIVIC AND CULTURAL	150,000
WYOMING AGRICULTURE IN THE CLASSROO PO BOX 347 CHEYENNE,WY82003	NONE	CHARITY	EDUCATIONAL	20,000
WYOMING STATE 4H DEP 3354 LARAMIE,WY82071	NONE	PUBLIC	CIVIC AND CULTURAL	10,000
Total ................................. 3a				1,329,000

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 ...........			14	215,053
4 Dividends and interest from securities ....			14	237,337
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	708,756
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		1,161,146	0

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

1,161,146

(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.)
1	N/A

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:

EDWIN T MEREDITH FOUNDATION

EIN:

42-6059818

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
ACCOUNTING FEES	11,332	5,666	0	5,666

- TIN:

TY 2023 InvestmentsCorpBondsSchedule

Name:

EDWIN T MEREDITH FOUNDATION

EIN:

42-6059818

Name of Bond	End of Year Book Value	End of Year Fair Market Value
ABBVIE INC 3.600% DUE 5/14/25	41,342	39,294
AIR LEASE CORP 5.850% 12/15/27	59,449	61,574
AMAZON.COM INC 1.650% DUE 5/12/28	61,899	63,026
AMERICAN EXPRESS CO 6.338% DUE 10/30/26	50,075	51,006
AUTOZONE INC 4.500% DUE 2/1/28	59,941	59,671
BANK OF AMERICA CORP 5.015% DUE 7/22/33	60,120	59,319
BANK OF MONTREAL	40,000	39,888
BANK OF NY MELLON CORP	50,000	47,690
BHP BILLITON FIN USA LTD 5.100% DUE 9/8/28	59,679	61,664
BP CAP MARKETS AMERICA 4.812% DUE 2/13/33	38,880	39,356
CAPITAL ONE FINANCIAL CO	60,000	61,551
CATERPILLAR FINL SERVICE 3.4% DUE 5/13/25	30,960	30,479
CHARLES SCHWAB CORP 2.450% 3/3/27	44,869	41,892
CIGNA CORP 1.250% DUE 2/15/26	24,705	25,955
CINTAS CORPORATION NO. 2	49,989	49,063
COMCAST CORP 2.350% DUE 1/15/2027	38,512	34,765
CVS HEALTH CORP 5.250% DUE 1/30/31	42,107	43,105
D.R. HORTON INC 1.400% DUE 10/15/202	24,928	22,260
DTE ENERGY CO	50,082	49,362
DUKE ENERGY CORP	49,723	52,191
ENBRIDGE INC	44,962	44,776
ENERGY TRANSFER LP 3.900% DUE 5/15/24	49,543	49,611
ENERGY TRANSFER LP 6.100% DUE 12/1/28	60,013	63,167
FLORIDA POWER & LIGHT CO 4.400% DUE 5/15/28	61,397	62,121
GENERAL MOTORS 4.0% DUE 01/15/25	10,344	9,836
GENERAL MOTORS 4.35% DUE 04/09/2025	61,660	62,107
GOLDMAN SACHS GROUP INC 6.048% DUE 1/24/25	20,001	19,984
HP ENTERPRISE CO 4.9% DUE 10/15/2025	19,099	17,937
JOHN DEERE CAPITAL CORP	59,945	61,494
JPMORGAN CHASE & CO 2.069% DUE 06/01/28	8,052	7,092
JPMORGAN CHASE & CO 4.203% DUE 07/23/29	57,256	61,202
L3HARRIS TECH INC 5.400% DUE 1/15/27	59,511	61,262
MORGAN STANLEY 5.297% DUE 4/20/37	59,873	61,252
NATIONAL RURAL UTIL COOP 2.900% DUE	61,010	62,335
PAYPAL HOLDINGS INC 2.850% DUE 10/1/29	51,411	54,952
PFIZER INVESTMENT ENTER 4.450% DUE 5/19/28	59,928	60,010
PNC FINANCIAL SERVICES 3.900% DUE 4/29/24	58,786	59,614
PUBLIC SERVICE ENTERPRIS 5.875% DUE 10/15/28	60,054	62,967
PUBLIC STORAGE 1.95% DUE 11/09/2028	64,626	62,482
ROYAL BANK OF CANADA	44,983	44,123
SOUTHERN CAL EDISON 5.650% DUE 10/1/28	60,114	62,562
SOUTHWEST AIRLINES CO 5.125% DUE 6/15/27	60,720	61,280
STARBUCKS CORP 4.750% DUE 2/15/26	61,025	61,261
SUMITOMO MITSUI FINL GRP 2.632% DUE 7/14/26	46,616	42,666
TARGET CORP	49,912	50,515
TOYOTA MOTOR CREDIT CORP	34,979	34,947
VALERO ENERGY CORP 1.200% DUE 3/15/2	45,020	44,540
WARNERMEDIA HOLDINGS INC 4.279% DUE 3/15/32	60,959	64,040
ZOETIS INC	59,956	60,501

- TIN:

TY 2023 InvestmentsCorpStockSchedule

Name:

EDWIN T MEREDITH FOUNDATION

EIN:

42-6059818

Name of Stock	End of Year Book Value	End of Year Fair Market Value
ABBOTT LABORATORIES	41,030	39,845
ABBVIE INC	54,332	53,774
AGILENT TECHNOLOGIES	45,382	44,628
AIR PRODUCTS & CHEMICALS	29,610	29,570
AIRBNB INC	13,504	18,378
AIRBUS SE	53,800	69,968
ALEXANDRIA REAL EST EQ INC	29,941	23,959
ALIGN TECHNOLOGY INC	23,717	27,126
ALIMENTATION COUCHE-TARD I	87,530	104,020
ALPHABET INC CLASS A	41,215	62,581
ALPHABET INC CLASS C	45,267	180,672
ALPHABET INC CLASS C	63,314	83,430
ALPHABET INC CLASS C	89,427	144,171
AMAZON.COM INC	63,513	98,305
AMAZON.COM INC	73,150	118,817
AMAZON.COM INC	85,070	102,255
AMAZON.COM INC.	90,834	194,787
AMEREN CORP	44,723	42,246
AMERICAN TOWER CORP	31,524	28,280
AMETEK INC	19,429	23,084
AON PLC	41,739	44,526
APPLE INC	136,101	180,593
APPLE INC	86,916	281,093
APPLE INC	142,063	213,708
ASHTEAD GROUP	43,370	45,978
ASM INTERNATIONAL NV	14,101	28,561
ASML HOLDING	51,133	75,327
ASML HOLDING	47,396	64,781
ASML HOLDING NV ADR	86,507	99,156
ASTRAZENECA PLC	88,300	87,203
ATLASSIAN CORP PLC	34,039	54,707
AUTOMATIC DATA PROCESSING	14,638	14,910
AUTOZONE INC	40,931	41,369
AVANTOR INC	37,297	37,327
AXON ENTERPRISE	51,687	63,032
AYDEN NV ADR	84,668	92,425
BANK OF AMERICA CORP	93,586	100,740
BANK OF AMERICA CORP	52,810	48,215
BATH AND BODY WORKS INC	18,738	17,738
BERSHIRE HATHAWAY CL B	72,842	84,885
BHP GROUP LIMITED	42,737	42,596
BJ'S WHOLESALE CLUB HOLDIN	43,373	42,862
BLACKSTONE INC	24,829	31,944
BLACKSTONE INC	33,341	58,914
BLACKSTONE INC	27,445	46,607
BLOCK INC	48,027	51,979
BOOZ ALLEN HAMILTON HLDGS	27,590	33,896
BROADCOM INC	76,870	92,648
BROADCOM INC	59,051	114,973
BROOKFIELD CORPORATION	34,726	35,827
CADENCE DESIGN SYSTEMS INC	37,553	64,006
CANADIAN PACIFIC KANSAS CI	66,985	66,824
CANADIAN PACIFIC RAILWAY L	36,293	38,570
CARLISLE COS	37,107	45,614
CATERPILLAR INC	13,293	16,853
CDW CORP/DE	30,329	41,599
CENCORA INC	73,895	89,956
CENCORA INC	82,812	101,457
CHAMPIONX CORP	23,403	22,287
CHEVRON CORP	87,755	74,132
CHEVRON CORP	126,581	107,544
CHIPOTLE MEXICAN GRILL	53,545	86,904
CLEAN HARBORS INC	30,464	39,788
CLOUDFARE INC	28,235	53,452
COCA-COLA COMPANY	26,803	25,280
COMCAST CORP CL A	19,619	21,223
CONOCOPHILLIPS	23,681	66,392
CONSTELLATION SOFTWARE	22,449	22,382
COOPER COS INC	33,934	42,763
COPART INC	49,140	85,995
CORTEVA INC	46,406	37,521
COSTCO WHSL CORP	14,998	18,482
COSTCO WHSL CORP	40,144	54,786
COSTCO WHSL CORP NEW	59,699	85,810
CRH PLC	16,367	16,598
CRH PLC	15,138	15,215
CSL	68,069	69,541
DANAHER CORP	43,537	43,491
DANAHER CORP	42,923	71,021
DEERE & CO	14,443	13,195
DEXCOM INC	88,610	103,366
DIAGEO PLC	15,545	13,275
DOLLARAMA INC	37,498	48,793
DOORDASH INC	24,474	46,181
DUKE ENERGY HLDG CORP	38,862	37,360
EATON CORP PLC	26,027	40,939
EATON CORP PLC	31,992	53,943
EDWARDS LIFESCIENCES CORP	20,601	20,053
ELEVANCE HEALTH INC	55,501	53,757
ENTEGRIS INC	35,868	53,319
EOG RES INC	48,736	45,477
EQUIFAX INC	39,627	52,672
EXPEDIA GROUP INC	37,006	48,876
EXXON MOBIL CORP	32,175	27,994
FISERV INC	66,322	86,080
FORTINET INC	25,454	25,811
FRANCO NEVADA CORP	17,107	12,221
FREEPORT-MCMORAN INC	24,463	26,904
GALLAGER ARTHUR J & CO	58,148	68,813
GARTNER INC CL A	60,244	74,433
GENUINE PARTS CO	28,221	26,038
HALLIBURTON CO	39,403	35,246
HDFC BANK LTD ADR REPS3	50,662	50,466
HDFC BANK LTD ADR REPS3	62,631	61,539
HEALTH CARE SELECT SPDR	63,278	62,052
HILTON WORLDWIDE HOLDINGS	39,259	67,009
HOME DEPOT	35,694	38,120
HONEYWELL INTL INC	34,741	38,376
HOWMET AEROSPACE INC	56,681	84,697
HOWMET AEROSPACE INC	20,191	22,189
ICON PLC	47,941	48,121
ILLINOIS TOOL WORKS INC	20,190	24,622
IMCD NV	14,455	15,668
ING GROEP NV	56,335	59,784
INTERCONTINENTAL EXCHG INC	79,507	99,019
INTUITIVE SURGICAL	26,941	34,748
IQVIA HOLDINGS INC	49,520	79,131
ISHARES CHINA LRGE-CAP ETF	45,094	29,677
ISHARES MSCI JAPAN INDX	57,074	60,933
JABIL INC	54,154	59,368
JOHNSON & JOHNSON	22,688	21,630
JP MORGAN CHASE & CO	90,250	106,822
JPMORGAN CHASE & CO	96,416	123,662
JPMORGAN CHASE & CO	59,971	73,313
KENVUE INC	22,651	22,907
KEYENCE CORP	64,526	77,526
KEYSIGHT TECHNOLOGIES INC	41,592	40,886
KLA CORPORATION	35,331	53,479
LAM RESEARCH CORP	38,391	63,444
LILLY ELI & CO	33,407	38,472
LINCOLN ELEC HLDG	15,722	27,182
LINDE PLC	60,089	75,159
LIVE NATION ENTERTMNT INC	18,524	22,464
LOCKHEED MARTIN CORP	20,050	19,942
LONDON STOCK EXCHANGE	63,913	87,160
LOWES COS INC	74,924	81,675
LOWES COS INC	53,020	55,637
LVMH MOET HENNESSY VUITTON	34,662	50,258
LVMH MOET HENNESY VUITTON	50,611	55,933
MANHATTAN ASSOCIATES INC	24,208	27,776
MARVEL TECHNOLOGY INC	47,090	61,636
MATERCARD CL A	70,597	87,434
MCDONALD'S CORP	20,984	24,017
MEDSPACE HOLDINGS	25,073	27,587
MEDTRONIC PLC	15,495	13,098
MERCADOLIBRE INC	34,908	51,860
MERCADOLIBRE INC	60,594	88,006
MERCK & CO INC	41,376	43,826
META PLATFORMS INC	20,317	44,245
META PLATFORMS INC	47,267	95,923
META PLATFORMS, INC	67,559	116,098
METLIFE INC COM	30,556	28,832
MICROSOFT CORP	185,608	274,133
MICROSOFT CORP	97,786	351,597
MICROSOFT CORP	163,328	241,417
MOTOROLA SOLUTIONS INC	34,870	44,145
MOTOROLA SOLUTIONS INC	79,342	95,805
NASDAQ INC.	29,964	30,523
NETFLIX INC	39,297	57,451
NEXTERA ENERGY INC	62,198	49,442
NEXTERA ENERGY INC	82,291	65,174
NEXTERA ENERGY INC	42,916	31,341
NICE LTD ADR	44,421	43,892
NIKE INC CL B	68,258	57,433
NORTHROP GRUMMAN CORP	50,472	61,326
NORTHROP GRUMMAN CORP	39,230	38,855
NVIDIA CORP	22,784	79,730
NVIDIA CORP	66,459	77,749
NVIDIA CORP	44,746	108,948
NVIDIA CORP	60,164	124,795
OKTA INC	38,692	49,972
ORACLE CORP	108,188	138,956
ORACLE CORP	75,589	95,414
O'REILLY AUTO INC NEW	71,673	80,756
OW CREDIT INCOME FUND	1,480,256	1,232,532
OW GLOBAL SML & MID CAP FD	2,628,211	2,962,682
PALO ALTO NETWORKS INC	23,649	50,424
PEPSICO INC	15,881	15,795
PG & CORP	77,346	85,263
PHILIP MORRIS INTL INC	46,259	43,182
PIONEER NATURAL RESOURCES	42,681	48,124
POOL CORP	23,490	26,314
PROCTER & GAMBLE CO	23,086	22,127
PROLOGIS INC	89,905	89,311
PRUDENTIAL FINANCIAL	14,386	14,000
QUALCOM INC	37,367	46,281
QUANTA SERVICES INC	48,097	72,940
QUEST DIAGNOSTICS INC	33,473	32,677
REPLIGEN CORP	32,630	32,903
ROLLS-ROYCE HOLDINGS PLC	35,759	102,840
ROSS STORES INC	17,863	21,727
RYAN SPECIALTY HOLDINGS INC	14,322	14,626
S&P GLOBAL INC	53,309	74,007
S&P GLOBAL INC	53,697	66,518
SAIA INC COM	13,389	28,922
SCHLUMBERGER LTD	94,500	91,226
SERVICE NOW INC	14,161	45,921
SHERWIN-WILLIAMS CO	51,665	68,618
SHOPIFY INC	29,390	58,892
SIEMENS AG AKTIEN	30,302	37,468
SIKA AG ADR	55,051	67,153
SIMON PROP GROUP	28,729	32,521
SMITH A O CORP	12,609	20,362
SNOWFLAKE INC	34,627	48,954
STARBUCKS CORP	23,698	23,330
STERIS PLC	42,092	46,828
TAKE-2 INTERACTIVE	63,317	79,509
TARGET CORP	17,514	14,242
TE CONNECTIVITY LTD	39,837	45,381
TELEFLEX INC	17,251	20,695
TENCENT HOLDINGS LTD	82,199	71,161
TEXAS INSTRUMENTS INC	14,994	14,489
THE HERSHEY COMPANY	13,033	10,813
THERMO FISHER SCIENTIFIC	53,102	51,486
THERMO FISHER SCIENTIFIC	40,669	74,310
TOUCHSTONE SANDS CAPITAL	635,000	657,511
TRADEWEB MARKETS INC	28,984	39,260
TRANSUNION	86,904	87,192
TRUIST FINANCIAL CORP	35,389	28,686
ULTA BEAUTY INC	35,313	40,179
UNION PACIFIC CORP	33,946	36,597
UNITED RENTALS INC	43,028	68,810
UNITEDHEALTH GROUP INC	79,736	79,496
UNITEDHEALTH GROUP INC	92,835	140,041
US FOODS HOLDING CORP	29,039	46,181
VALARIS LTD	410	1,165
VERALTO CORP	5,685	5,100
VERIZON COMMUNICATIONS	41,720	34,156
VISA INC	80,748	93,986
VISA INC	44,356	52,590
VISA INC	102,272	196,564
VULCAN MATERIALS	38,123	51,304
WALMART INC	65,299	72,991
WALMART INC	32,557	34,367
WASTE MANAGEMENT INC	25,810	29,909
WEC ENERGY GROUP INC	26,430	23,735
WEX INC	25,538	31,517
WILLSCOT MOBILE MINI HOLDI	45,741	43,343
ZOETIS INC	21,534	23,487

- TIN:

TY 2023 InvestmentsGovtObligationsSch

Name:

EDWIN T MEREDITH FOUNDATION

EIN:

42-6059818

US Government Securities - End of Year Book Value:

3,864,187

US Government Securities - End of Year Fair Market Value:

3,873,278

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

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

- TIN:

TY 2023 LegalFeesSchedule

Name:

EDWIN T MEREDITH FOUNDATION

EIN:

42-6059818

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
LEGAL FEES	1,358	679	0	679

- TIN:

TY 2023 OtherExpensesSchedule

Name:

EDWIN T MEREDITH FOUNDATION

EIN:

42-6059818

Description	Revenue and Expenses per Books	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
OTHER EXPENSES	57	0	0	57

- TIN:

TY 2023 OtherIncreasesSchedule

Name:

EDWIN T MEREDITH FOUNDATION

EIN:

42-6059818

Description	Amount
NONTAXABLE ADJUSTMENTS	18,533

- TIN:

TY 2023 OtherProfessionalFeesSchedule

Name:

EDWIN T MEREDITH FOUNDATION

EIN:

42-6059818

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
BANK FEES	107	107	0	0
INVESTMENT FEES	78,760	78,760	0	0

- TIN:

TY 2023 TaxesSchedule

Name:

EDWIN T MEREDITH FOUNDATION

EIN:

42-6059818

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
FOREIGN TAX PAID	3,217	3,217	0	0