Form990-PF
Click to see attachment

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
MET FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)7406 N WASHINGTON BOULEVARD
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
INDIANAPOLIS, IN46240
A Employer identification number

35-1995120
B Telephone number (see instructions)

(317) 237-0300
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$18,352,203J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 1,474 1,474  
4 Dividends and interest from securities... 249,101 249,101  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,265,463
b Gross sales price for all assets on line 6a 4,497,633
7 Capital gain net income (from Part IV, line 2)... 1,265,463
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)....... Click to see attachment 344 344  
12 Total. Add lines 1 through 11........ 1,516,382 1,516,382  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 26,439 0   26,439
b Accounting fees (attach schedule)....... Click to see attachment 11,000 0   7,700
c Other professional fees (attach schedule).... Click to see attachment 65,340 65,340   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 1,874 1,874   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 303 303   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 104,956 67,517   34,139
25 Contributions, gifts, grants paid....... 677,003 677,003
26 Total expenses and disbursements. Add lines 24 and 25 781,959 67,517   711,142
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 734,423
b Net investment income (if negative, enter -0-) 1,448,865
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 4,278 1,850 1,850
2 Savings and temporary cash investments......... 867,217 1,259,509 1,259,509
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 49,748 0 0
b Investments—corporate stock (attach schedule)....... 7,865,944 Click to see attachment8,367,723 15,726,615
c Investments—corporate bonds (attach schedule)....... 1,390,123 Click to see attachment1,170,005 1,237,385
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment100,000 Click to see attachment216,654 Click to see attachment126,844
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 10,277,310 11,015,741 18,352,203
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 10,277,310 11,015,741
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 10,277,310 11,015,741
30 Total liabilities and net assets/fund balances (see instructions). 10,277,310 11,015,741
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
10,277,310
2
Enter amount from Part I, line 27a .....................
2
734,423
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
4,008
4
Add lines 1, 2, and 3 ..........................
4
11,015,741
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
11,015,741
Form 990-PF (2020)
Form 990-PF (2020)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES P    
b CAPITAL GAINS DIVIDENDS P    
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 4,497,414   3,232,170 1,265,244
b 219     219
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       1,265,244
b       219
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 1,265,463
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 20,139
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 20,139
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 20,139
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 19,428
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 19,428
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 711
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletIN
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletFAEGRE DRINKER BIDDLE REATH LLP Telephone no.bullet (317) 237-0300

    Located atbullet300 N MERIDIAN ST SUITE 2500INDIANAPOLISIN ZIP+4bullet46204
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    SUSAN M TOLBERT DIRECTOR/PRESIDENT/TREASURER
    10.00     		0 0 0
    300 N MERIDIAN ST 2500
    INDIANAPOLIS,IN46204
    DOUGLAS S MCVIE DIRECTOR/VICE PRESIDENT
    10.00     		0 0 0
    300 N MERIDIAN ST 2500
    INDIANAPOLIS,IN46204
    ALEXANDER S MCVIE DIRECTOR/SECRETARY
    10.00     		0 0 0
    300 N MERIDIAN ST 2500
    INDIANAPOLIS,IN46204
    BETH JOHNSON DIRECTOR
    10.00     		0 0 0
    300 N MERIDIAN ST 2500
    INDIANAPOLIS,IN46204
    GEOFF MCVIE DIRECTOR
    10.00     		0 0 0
    300 N MERIDIAN ST 2500
    INDIANAPOLIS,IN46204
    GREG MCVIE DIRECTOR
    10.00     		0 0 0
    300 N MERIDIAN ST 2500
    INDIANAPOLIS,IN46204
    ALEX TOLBERT DIRECTOR
    10.00     		0 0 0
    300 N MERIDIAN ST 2500
    INDIANAPOLIS,IN46204
    BRIAN TOLBERT DIRECTOR
    10.00     		0 0 0
    300 N MERIDIAN ST 2500
    INDIANAPOLIS,IN46204
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    15,301,372
    b
    Average of monthly cash balances.......................
    1b
    519,987
    c
    Fair market value of all other assets (see instructions)................
    1c
    126,844
    d
    Total (add lines 1a, b, and c).........................
    1d
    15,948,203
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    15,948,203
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    239,223
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    15,708,980
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    785,449
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    785,449
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    20,139
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    20,139
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    765,310
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    765,310
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    765,310
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    711,142
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    711,142
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    711,142
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 765,310
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 677,502
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 711,142
    a Applied to 2019, but not more than line 2a 677,502
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 33,640
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		731,670
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    SUSAN M TOLBERT
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ALZHELMERS DISEASE & RELATED DISORDERS ASSOCIATION
    455 SHERMAN STREET SUITE 500
    DENVER,CO80203     		N/A PC GENERAL OPERATIONS 7,500
    AMERICAN BRAIN TUMOR ASSOCIATION
    8550 W BRYN MAWR AVE SUITE 550
    CHICAGO,IL606313225     		N/A PC GENERAL OPERATIONS 3,600
    AMERICAN RED CROSS MILE HIGH CHAPTER
    444 SHERMAN STREET
    DENVER,CO80203     		N/A PC GENERAL OPERATIONS 5,600
    ARIZONA LAND AND WATER TRUST
    3127 N CHERRY AVENUE
    TUCSON,AZ85719     		N/A PC GENERAL OPERATIONS 49,000
    ARIZONA WILDERNESS COALITION
    738 N 5TH AVENUE STE 209
    TUCSON,AZ85705     		N/A PC GENERAL OPERATIONS 5,000
    BIG BROTHERS & BIG SISTERS OF CENTRAL INDIANA
    2960 N MERIDIAN ST STE 150
    INDIANAPOLIS,IN46208     		N/A PC GENERAL OPERATIONS 5,000
    BIG BROTHERS & BIG SISTERS OF MIDDLE TENNESSEE
    1704 CHARLOTTE AVENUE 130
    NASHVILLE,TN37203     		N/A PC GENERAL OPERATIONS 2,500
    BOY SCOUTS OF AMERICA (CROSSROADS OF AMERICA)
    7125 FALL CREEK ROAD
    INDIANAPOLIS,IN462563167     		N/A PC GENERAL OPERATIONS 8,000
    BOY SCOUTS OF AMERICA DENVER AREA COUNCIL
    10455 W 6TH AVENUE SUITE 100
    DENVER,CO80215     		N/A PC GENERAL OPERATIONS 8,000
    BOYS & GIRLS CLUBS OF INDIANAPOLIS
    3530 S KEYSTONE AVE SUITE 200
    INDIANAPOLIS,IN46227     		N/A PC GENERAL OPERATIONS 3,000
    BROOKE'S PLACE FOR GRIEVING YOUNG PEOPLE
    50 E 91ST STREET SUITE 103
    INDIANAPOLIS,IN462403016     		N/A PC GENERAL OPERATIONS 2,500
    BUFFALO PARK IMPROVEMENT ASSOCIATION
    PO BOX 383
    BUFFALO CREEK,CO80425     		N/A PC GENERAL OPERATIONS 2,000
    CATHOLIC CHARITIES DENVER
    6240 SMITH ROAD
    DENVER,CO80216     		N/A PC GENERAL OPERATIONS 4,500
    CHALLENGE FOUNDATION INC
    4545 S UNIVERSITY BLVD
    ENGLEWOOD,CO80113     		N/A PC GENERAL OPERATIONS 2,500
    CHARLES A TINDLEY CHARTER SCHOOL
    3960 MEADOWS DRIVE
    INDIANAPOLIS,IN46205     		N/A PC GENERAL OPERATIONS 5,000
    CLEMSON UNIVERSITY
    PO BOX 1889
    CLEMSON,SC296331889     		N/A PC GENERAL OPERATIONS 1,000
    CLEVELAND CLINIC
    9500 EUCLID AVENUE
    CLEVELAND,OH44195     		N/A PC GENERAL OPERATIONS 5,000
    COALITION FOR SONORAN DESERT PROTECTION
    738 N 5TH AVENUE STE 212
    TUCSON,AZ85705     		N/A PC GENERAL OPERATIONS 54,000
    COLORADO FOURTEENERS INITIATIVE
    607 TENTH STREET SUITE 107N
    GOLDEN,CO80401     		N/A PC GENERAL OPERATIONS 3,500
    COLORADO MOUNTAIN CLUB
    710 10TH ST 200
    GOLDEN,CO80401     		N/A PC GENERAL OPERATIONS 501
    CONNER PRAIRIE MUSEUM
    13400 ALLISONVILLE ROAD
    FISHERS,IN46038     		N/A PC GENERAL OPERATIONS 3,000
    CROSS ANCHOR MINISTRIES
    PO BOX 1269
    GREENWOOD,SC29646     		N/A PC GENERAL OPERATIONS 5,000
    CROWN HILL HERITAGE FOUNDATION
    700 W 38TH STREET
    INDIANAPOLIS,IN46208     		N/A PC GENERAL OPERATIONS 5,000
    DEFENDERS OF WILDLIFE
    1130 17TH STREET NW
    WASHINGTON,DC20036     		N/A PC GENERAL OPERATIONS 8,000
    DENVER RESCUE MISSION
    6100 SMITH RD
    DENVER,CO80216     		N/A PC GENERAL OPERATIONS 6,000
    ENSWORTH SCHOOL
    211 ENSWORTH AVE
    NASHVILLE,TN37205     		N/A PC GENERAL OPERATIONS 3,000
    FOOD BANK OF THE ROCKIES
    10700 E 45TH AVE
    DENVER,CO80239     		N/A PC GENERAL OPERATIONS 15,000
    FORD WILSON RACE OF CHAMPIONS
    4800 W 96TH STREET
    INDIANAPOLIS,IN46268     		N/A PC GENERAL OPERATIONS 2,500
    FRIENDS OF IRONWOOD FOREST
    738 N 5TH AVENUE STE 114
    TUCSON,AZ85705     		N/A PC GENERAL OPERATIONS 1,000
    FRIENDS OF THE LITTLETON LIBRARY AND MUSEUM
    6028 S GALLUP STREET
    LITTLETON,CO80120     		N/A SO III FI GENERAL OPERATIONS 2,300
    GONZAGA UNIVERSITY
    502 E BOONE AVE
    SPOKANE,WA99258     		N/A PC GENERAL OPERATIONS 1,000
    GOODWILL INDUSTRIES OF CENTRAL AND SOUTHERN INDIANA
    1635 W MICHIGAN STREET
    INDIANAPOLIS,IN46222     		N/A PC GENERAL OPERATIONS 5,000
    GRAND COUNTY SEARCH AND RESCUE
    350 COUNTY RD 5103
    FRASER,CO80442     		N/A PC GENERAL OPERATIONS 1,000
    GRAND HUTS ASSOCIATION
    PO BOX 1046
    FRASER,CO80442     		N/A PC GENERAL OPERATIONS 500
    HEADWATERS TRAILS ALLIANCE
    120 ZEREX STREET
    FRASER,CO80442     		N/A PC GENERAL OPERATIONS 2,000
    HEARTLAND FILM FESTIVAL
    1043 VIRGINIA AVENUE SUITE 2
    INDIANAPOLIS,IN46203     		N/A PC GENERAL OPERATIONS 2,500
    HERITAGE MUSEUM FOUNDATION
    1000 W HOOSIER BOULEVARD
    PERU,IN46970     		N/A PC GENERAL OPERATIONS 2,000
    INDIANAPOLIS MUSEUM OF ART
    4000 MICHIGAN ROAD
    INDIANAPOLIS,IN46208     		N/A PC GENERAL OPERATIONS 6,500
    INTERFAITH DENTAL CLINIC OF NASHVILLE
    1721 PATTERSON STREET
    NASHVILLE,TN37203     		N/A PC GENERAL OPERATIONS 1,000
    LEAGUE OF WOMEN VOTERS EDUCATION FUND
    1233 20TH STREET NW SUITE 500
    WASHINGTON,DC20036     		N/A PC GENERAL OPERATIONS 9,000
    MERCY MINISTRIES
    PO BOX 583
    EVERGREEN,CO80437     		N/A PC GENERAL OPERATIONS 2,500
    MILE HIGH UNITED WAY
    711 PARK AVENUE WEST
    DENVER,CO80205     		N/A PC GENERAL OPERATIONS 6,000
    MOORINGS PRESBYTERIAN CHURCH
    791 HARBOUR DRIVE
    NAPLES,FL34103     		N/A PC GENERAL OPERATIONS 4,000
    NATIONAL INSTITUTE FOR COMMUNITY
    175 HIGHPOINT DRIVE
    ROMEOVILLE,IL60446     		N/A PC GENERAL OPERATIONS 2,000
    NATIONAL PARKS CONSERVATION ASSOCIATION
    777 6TH STREET NW SUITE 700
    WASHINGTON,DC200014835     		N/A PC GENERAL OPERATIONS 12,000
    NATIONAL SKI PATROL
    133 SOUTH VAN GORDON ST STE 100
    LAKEWOOD,CO80228     		N/A PC GENERAL OPERATIONS 500
    NATIONAL SPORTS CENTER FOR THE DISABLED
    1801 MILE HIGH STADIUM CIRCLE STE
    1500
    DENVER,CO80204     		N/A PC GENERAL OPERATIONS 30,000
    NORTHERN JAGUAR PROJECT
    2114 W GRANT ROAD 121
    TUCSON,AZ85745     		N/A PC GENERAL OPERATIONS 6,000
    OCEANA COUNTY COMMUNITY FOUNDATION
    PO BOX 902
    PENTWATER,MI49449     		N/A PC GENERAL OPERATIONS 4,000
    PARK TUDOR SCHOOL
    7200 N COLLEGE AVENUE
    INDIANAPOLIS,IN462403016     		N/A PC GENERAL OPERATIONS 23,000
    PENROD SOCIETY
    8900 KEYSTONE CROSSING SUITE 660
    INDIANAPOLIS,IN46240     		N/A PC GENERAL OPERATIONS 2,500
    PENTWATER HISTORICAL SOCIETY
    PO BOX 54
    PENTWATER,MI49449     		N/A PC GENERAL OPERATIONS 3,500
    PENTWATER VOLUNTEER FIRE DEPARTMENT
    486 E PARK STREET
    PENTWATER,MI49449     		N/A PC GENERAL OPERATIONS 3,500
    PLANNED PARENTHOOD OF THE ROCKY MOUNTAINS
    7155 E 38TH AVE
    DENVER,CO80207     		N/A PC GENERAL OPERATIONS 5,000
    RANDOM ACTS OF FLOWERS
    3500 WORKMAN ROAD SUITE 101-A
    KNOXVILLE,TN37921     		N/A PC GENERAL OPERATIONS 5,000
    REGIS JESUIT HIGH SCHOOL
    6400 S LEWISTON WAY
    AURORA,CO80016     		N/A PC GENERAL OPERATIONS 21,000
    RILEY CHILDREN'S FOUNDATION
    30 S MERIDIAN STE 200
    INDIANAPOLIS,IN46204     		N/A PC GENERAL OPERATIONS 1,500
    ROCKY MOUNTAIN PUBLIC BROADCASTING
    1089 BANNOCK STREET
    DENVER,CO80204     		N/A PC GENERAL OPERATIONS 5,700
    SALVATION ARMY
    1370 PENNSYLVANIA STREET
    DENVER,CO80203     		N/A PC GENERAL OPERATIONS 5,000
    SECOND PRESBYTERIAN CHURCH
    7700 NORTH MERIDIAN STREET SUITE
    2005
    INDIANAPOLIS,IN46260     		N/A PC GENERAL OPERATIONS 44,501
    SERVANTS AT WORK INC
    PO BOX 68831
    INDIANAPOLIS,IN46268     		N/A PC GENERAL OPERATIONS 3,000
    SIERRA CLUB SAN FRANCISCO BAY CHAPTER
    2530 SAN PABLO AVE SUITE I
    BERKELEY,CA94702     		N/A PC GENERAL OPERATIONS 8,000
    SOUTH METRO LAND CONSERVANCY
    PO BOX 456
    LITTLETON,CO80160     		N/A PC GENERAL OPERATIONS 2,300
    ST MARYS ACADEMY FOR THE SISTERS OF LORETTO
    4545 S UNIVERSITY
    ENGLEWOOD,CO80113     		N/A PC GENERAL OPERATIONS 22,000
    THE CHILDREN'S MUSEUM OF INDIANAPOLIS
    3000 N MERIDIAN ST
    INDIANAPOLIS,IN46208     		N/A PC GENERAL OPERATIONS 1,000
    TRUTH AND COMPASSION MINISTRIES
    PO BOX 1322
    GREENWOOD,IN46142     		N/A PC GENERAL OPERATIONS 4,000
    TUCSON AUDUBON SOCIETY
    300 E UNIVERSITY BOULEVARD STE 120
    TUCSON,AZ85705     		N/A PC GENERAL OPERATIONS 38,501
    UNITED WAY OF CENTRAL INDIANA
    3901 N MERIDIAN STREET
    INDIANAPOLIS,IN46208     		N/A PC GENERAL OPERATIONS 50,000
    UNIVERSITY CLUB FOUNDATION
    970 N DELAWARE STREET
    INDIANAPOLIS,IN46202     		N/A PC GENERAL OPERATIONS 5,000
    UNIVERSITY OF PORTLAND
    5000 N WILLAMETTE BLVD
    PORTLAND,OR97203     		N/A PC GENERAL OPERATIONS 1,000
    WABASH COLLEGE
    PO BOX 352
    CRAWFORDSVILLE,IN479330352     		N/A PC GENERAL OPERATIONS 25,000
    WHEELER MISSION MINISTRIES
    245 N DELAWARE STREET
    INDIANAPOLIS,IN46204     		N/A PC GENERAL OPERATIONS 1,000
    WILD EARTH GUARDIANS
    738 N 5TH AVENUE STE 225
    TUCSON,AZ85705     		N/A PC GENERAL OPERATIONS 12,000
    WILD EARTH SOCIETY DBA WILDLANDS NETWORK
    1402 3RD AVE SUITE 1019
    SEATTLE,WA98101     		N/A PC GENERAL OPERATIONS 5,000
    WILLIAMS COLLEGE
    100 SPRING STREET SUITE 201
    WILLIAMSTOWN,MA01267     		N/A PC GENERAL OPERATIONS 21,000
    WOODSTOCK HISTORICAL FOUNDATION
    1301 W 38TH STREET
    INDIANAPOLIS,IN46208     		N/A PC GENERAL OPERATIONS 25,000
    YMCA OF SOUTHERN ARIZONA
    525 N BONITA AVENUE
    TUCSON,AZ85745     		N/A PC GENERAL OPERATIONS 7,000
    Total .................................bullet 3a 677,003
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 1,474  
    4 Dividends and interest from securities....     14 249,101  
    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.....     14 344  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 1,265,463  
    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 1,516,382 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,516,382
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    MET FOUNDATION INC
    EIN:
    35-1995120
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 11,000 0   7,700

    TY 2020 GeneralExplanationAttachment
    Name:
    MET FOUNDATION INC
    EIN:
    35-1995120
    Identifier Return Reference Explanation
      FORM 990-PF, PART VII-B, LINES 1A(3) AND 1B PART VII-B, LINE 1A(3) HAS BEEN ANSWERED "YES" BECAUSE SUSAN TOLBERT IS A SUBSTANTIAL CONTRIBUTOR TO MET FOUNDATION, INC. AND THEREFORE A DISQUALIFIED PERSON. SHE PROVIDES "SERVICE" TO THE ORGANIZATION BY SERVING ON ITS BOARD. LINE 1B IS ANSWERED "NO" BECAUSE SHE IS NOT COMPENSATED AND THIS SERVICE QUALIFIES UNDER THE EXCEPTIONS DESCRIBED IN REGULATIONS SECTION 53.4941(D)-3.

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    MET FOUNDATION INC
    EIN:
    35-1995120
    Name of Bond End of Year Book Value End of Year Fair Market Value
    ABBOTT LABORATORIES 19,863 20,517
    ACE INA HOLDINGS 19,865 21,216
    AFLAC INC 6,014 6,469
    AIR PRODUCTS & CHEMICALS 15,707 16,001
    ALPHABET INC 13,898 13,927
    AMAZON.COM INC 13,782 15,151
    AMERICAN EXPRESS CO 7,069 7,061
    AMERICAN HONDA FINANCE 28,018 28,178
    APPLE INC 14,505 14,827
    AVALONBAY COMMUNITIES 6,384 6,822
    BANK OF AMERICA 57,375 51,523
    BERKSHIRE HATHAWAY INC 14,048 14,702
    BLACKROCK INC 11,405 12,027
    BP CAPITAL MARKETS PLC 15,159 15,399
    CATERPILLAR FINL SERVICE 13,737 14,118
    CHARLES SCHWAB CORP 25,071 27,295
    CHEVRON USA INC 7,013 7,013
    CISCO SYSTEMS INC 5,664 6,281
    CITIGROUP INC 29,168 30,679
    CLOROX COMPANY 10,961 12,372
    COCA-COLA CO/THE 18,863 20,151
    COMCAST CORP 26,452 27,813
    COMMONWEALTH EDISON CO 9,917 11,795
    CON EDISON CO OF NY INC 7,707 8,022
    CONOCOPHILLIPS COMPANY 14,160 15,609
    DIAGEO CAPITAL PLC 7,785 8,377
    DUKE ENERGY FLORIDA LLC 6,239 7,042
    DUKE ENERGY PROGRESS LLC 6,008 6,455
    ECOLAB INC 10,630 12,209
    EMERSON ELECTRIC CO 9,977 10,065
    EQUI NOR ASA 7,300 7,645
    ERP OPERATING LP 12,202 14,311
    EXXON MOBIL CORPORATION 9,156 9,769
    GENERAL DYNAMICS CORP 3,977 4,680
    GOLDMAN SACHS GROUP INC 30,930 32,874
    HOME DEPOT INC 20,898 21,481
    HONEYWELL INTERNATIONAL 16,242 16,267
    INTEL CORP 25,749 26,571
    JOHN DEERE CAPITAL CORP 24,671 26,714
    JPMORGAN CHASE & CO 16,268 16,491
    KIMBERLY-CLARK CORP 5,042 5,068
    LOCKHEED MARTIN CORP 12,939 13,631
    MASTERCARD INC 14,476 14,437
    MERCK & CO INC 16,129 16,684
    METLIFE INC 23,105 25,273
    MICROSOFT CORP 8,727 8,737
    NEXTERA ENERGY CAPITAL 14,464 15,141
    NOVARTIS CAPITAL CORP 24,583 25,910
    ORACLE CORP 14,484 15,023
    PACCAR FINANCIAL CORP 14,001 14,138
    PEPSICO INC 16,673 17,498
    PFIZER INC 15,914 18,429
    PHILIP MORRIS INTL INC 24,189 26,333
    PIEDMONT NATURAL GAS CO 4,291 4,592
    PNC FINANCIAL SERVICES 6,940 6,916
    PRINCIPAL FINANCIAL GROU 11,166 12,176
    PROCTER & GAMBLE CO/THE 7,271 7,526
    QUALCOMM INC 11,067 12,486
    REALTY INCOME CORP 16,333 16,681
    RIO TINTO FIN USA LTD 13,430 14,673
    SANOFI 4,966 5,363
    SHELL INTERNATIONAL FIN 20,620 21,475
    SIMON PROPERTY GROUP LP 16,798 18,278
    SUNTRUST BANKS INC 11,010 11,023
    TARGET CORP 13,807 15,485
    TJX COS INC 15,283 15,631
    TOTAL CAPITAL INTL SA 19,901 21,320
    TOYOTA MOTOR CREDIT CORP 26,550 26,951
    UNIONBANCAL CORP 9,408 9,415
    UNITED PARCEL SERVICE 27,673 30,250
    UNITEDHEALTH GROUP INC 26,069 27,369
    VIRGINIA ELEC & POWER CO 18,672 20,572
    WALMART INC 17,920 20,370
    WAL-MART STORES INC 5,959 6,507
    WALT DISNEY COMPANY/THE 26,130 27,826
    WASTE MANAGEMENT INC 4,994 5,017
    WELLS FARGO & COMPANY 9,184 9,374
    ACCRUED INTEREST 0 7,888

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    MET FOUNDATION INC
    EIN:
    35-1995120
    Name of Stock End of Year Book Value End of Year Fair Market Value
    IRHYTHM TECHNOLOGIES INC 2,481 2,868
    10X GENOMICS INC REG SHS 9,611 18,266
    A N S Y S INC 15,733 32,378
    ABBOTT LABS 1,286 1,752
    ACCELERON PHARMA INC SHS 1,721 4,862
    ACCENTURE PLC SHS 11,733 28,211
    ACCOR SA SHS 5,827 5,501
    ADIDAS AG SPONSORED ADR 5,989 8,235
    ADOBE INC 26,759 70,517
    ADVANCE AUTO PARTS INC 14,437 15,121
    ADYEN N.V. SHS 2,208 5,846
    AIA GROUP LTD 6,682 7,615
    AIR LIQUIDE 3,591 3,585
    AIR PRODUCTS&CHEM 7,520 9,836
    AIRBNB INC 10,726 10,716
    AIRBUS SE 6,488 6,611
    AKAMAI TECHNOLOGIES INC 9,689 15,329
    ALCON SA ACT NOM 24,551 29,691
    ALEXANDRIA REAL EST EQTS 2,469 2,852
    ALEXION PHARMS INC 13,258 18,436
    ALIBABA GROUP HOLDING LT 39,869 78,663
    ALLEGION PLC SHS 15,293 18,039
    ALNYLAM PHARMACEUTICALS 4,402 6,369
    ALPHABET INC SHS CL A 13,903 33,300
    ALPHABET INC SHS CL C 14,545 33,286
    ALTRIA GROUP INC 5,401 5,207
    AMAZON COM INC COM 143,438 319,179
    AMEDISYS INC 3,459 7,040
    AMER EXPRESS COMPANY 18,717 23,577
    AMERIPRISE FINL INC 14,730 21,571
    AMERISOURCEBERGEN CORP 5,636 6,061
    AMGEN INC COM 42,445 48,743
    AMICUS THERAPEUTICS INC 3,007 6,304
    ANALOG DEVICES INC COM 12,544 16,693
    ANHEUSER-BUSCH INBEV ADR 16,525 11,955
    AON PLC REG SHS 14,021 22,183
    APPLE INC 26,845 64,487
    APTIV PLC SHS 8,031 13,680
    ARROWHEAD 2,649 5,141
    ASHTEAD GROUP PLC SHS 1,445 2,653
    ASML HLDG NV NY REG SHS 12,481 17,070
    ASTRAZENECA PLC SPND ADR 6,903 8,298
    ATLASSIAN CORP PLC 6,000 7,016
    ATRICURE INC 4,606 5,400
    AUTODESK INC DEL PV$0.01 14,471 59,847
    AUTOMATIC DATA PROC 10,597 15,329
    AVALONBAY CMMUN INC 7,446 5,455
    BAE SYS PLC SPN ADR 5,896 6,272
    BALL CORP 929 59,169
    BANCO DO BRASIL SA-SPON 6,408 5,677
    BECTON DICKINSON CO 7,980 8,007
    BEST BUY CO INC 7,061 7,185
    BIOHAVEN PHARMACEUTICAL 1,309 4,114
    BIOMARIN PHARMACEUTICALS 9,920 9,997
    BLACKROCK INC 20,554 30,305
    BLUEPRINT MEDICINES CORP 3,908 6,393
    BOEING COMPANY 35,414 46,879
    BOSTON BEER COMPANY INC 3,478 7,954
    BOSTON PPTYS INC 3,273 2,363
    BOSTON SCIENTIFIC CORP 8,884 10,210
    BRIDGEBIO PHARMA INC REG 3,136 5,475
    BRIGHAM MINERALS INC REG 1,993 1,583
    BRINKS CO 4,636 4,248
    BRISTOL-MYERS SQUIBB CO 13,995 16,748
    BROADCOM LTD 5,711 9,633
    BROOKFIELD ASSET MGMT 5,624 7,140
    BURFORD CAPITAL LTD REG 7,187 7,165
    CABOT OIL & GAS CORP 12,604 11,477
    CAE INC CDA COM NPV 5,916 8,683
    CANADIAN NATL RAILWAY CO 4,091 5,383
    CANTEL MEDICAL CORP 2,750 3,628
    CAPITAL ONE FINL 20,018 25,404
    CARVANA CO 7,041 42,159
    CASELLA WASTE SYS INC A 2,760 2,850
    CASEYS GEN STORES INC 2,888 4,287
    CERNER CORP 13,332 18,129
    CERTARA INC 2,950 2,630
    CHART INDS INC 5,287 12,368
    CHEGG INC 4,148 8,672
    CHEVRON CORP 13,684 9,796
    CHEWY INC SH 7,196 16,720
    CHR HANSEN HLDG -SPON 4,817 6,318
    CHUBB LTD 40,939 46,792
    CIE GENERALE DES 17,885 21,553
    CIGNA CORP REG SHS 32,561 124,908
    CINN FINCL CRP OHIO 12,891 17,823
    CISCO SYSTEMS INC COM 11,832 18,571
    CITIGROUP INC COM NEW 25,952 28,980
    CLOUDFLARE INC REG SHS 12,105 17,706
    CMC MATERIALS INC 4,309 5,749
    CME GROUP INC 17,101 15,474
    CMS ENERGY CORP 6,734 6,467
    COCA COLA COM 21,049 25,446
    COCA-COLA EUROPEAN 3,603 3,787
    COGNEX CORP 1,920 11,481
    COHERENT INC CAL 1,121 6,151
    COLGATE PALMOLIVE 13,710 16,674
    COMCAST CORP NEW CL A 39,604 71,788
    COMMERCE BANCSHARES 9,422 12,155
    CONMED CORP 5,657 6,160
    CONOCOPHILLIPS 19,414 17,316
    CORTEVA INC REG SHS 15,990 23,852
    COSTCO WHOLESALE CRP DEL 35,993 45,590
    COUPA SOFTWARE INC 16,251 45,414
    CRISPR THERAPEUTICS AG 982 2,909
    CRYOPORT INC SHS 2,783 2,413
    CULLEN FRST BKRS PV$0.01 10,891 12,997
    CVS HEALTH CORP 6,804 6,693
    DANAHER CORP DEL COM 19,245 44,428
    DEERE CO 22,685 52,465
    DENALI THERAPEUTICS INC 3,448 3,099
    DEXCOM INC 22,643 29,578
    DIAGEO PLC SPSD ADR NEW 14,937 16,675
    DICERNA PHARMACEUTICALS 2,012 2,886
    DIGITAL RLTY TR INC 9,111 10,463
    DISNEY (WALT) CO COM STK 39,047 59,065
    DOMINION ENERGY INC 7,640 7,294
    DOORDASH INC REG SHS 18,528 14,989
    DOVER CORP 12,275 15,024
    DR REDDY'S LAB LTD ADR 3,054 5,275
    DRAFTKINGS INC 1,780 6,332
    DUKE ENERGY CORP NEW 18,905 19,960
    DXC TECHNOLOGY CO 1,266 1,030
    EASILY INC REG SHS CL A 7,465 7,514
    EAST WEST BANCORP INC 16,673 12,830
    EASTGROUP PROPERTIES INC 4,028 4,556
    EATON CORP PLC 20,044 32,318
    ECOLAB INC 8,626 15,145
    ELANCO ANIMAL HEALTH INC 14,147 21,316
    ELI LILLY & CO 703,002 2,986,442
    EMERGENT BIOSOLUTIONS 4,464 4,211
    EMERSON ELEC CO 15,672 44,686
    ENTEGRIS INC MINNESOTA 4,405 14,607
    ENTERGY CORP NEW 4,526 3,794
    EOG RESOURCES INC 3,924 3,940
    EQTY LIFESTYLS PPTYS INC 7,349 9,631
    EQUINIX INC 9,498 16,426
    EVERI HOLDINGS INC 2,900 5,952
    EVERBRIDGE INC 5,251 8,497
    EVO PMTS INC CL A 4,386 4,781
    EVOLENT HEALTH INC SHS 4,855 4,873
    EXPEDITORS INTL WASH INC 13,897 26,155
    EXXON MOBIL CORP COM 59,210 78,730
    FACEBOOK INC 127,946 194,217
    FACTSET RESH SYS INC 8,142 16,625
    FASTLY INC REG SHS CL A 12,298 10,048
    FATE THERAPEUTICS ORD 2,926 2,910
    FIDELITY NATL INFO SVCS 32,712 39,892
    FIRSTSVC CORP REG SHS 4,847 6,838
    FISERV INC WISC PV 1CT 8,447 14,346
    FLOOR AND DECOR HLDGS 3,956 9,935
    FRESENIUS MEDICAL CARE 8,612 7,855
    FRESHPET INC SHS 4,213 9,371
    GALLAGHER ARTHUR J & CO 4,339 5,938
    GDS HLDGS LTD 3,279 8,521
    GENERAL ELECTRIC 92,300 41,213
    GENL DYNAMICS CORP COM 28,144 21,877
    GENMAB A/S SHS 1,679 3,293
    GOLDMAN SACHS GROUP INC 11,415 15,031
    GRACO INC 1,617 4,486
    GROCERY OUTLET HLDG CORP 4,370 5,103
    GUARDANT HEALTH INC 10,027 18,559
    HALOZYME THERAPEUTICS 3,257 6,535
    HARTFORD FINL SVCS GROUP 6,917 5,927
    HASBRO INC 6,324 6,267
    HDFC BANK LTD 4,080 6,287
    HEWLETT PACKARD 3,454 5,652
    HOME DEPOT INC 22,771 32,671
    HONEYWELL INTL INC DEL 19,891 35,946
    HONG KONG EXCHANGES AND 4,974 7,390
    HORIZON THERAPEUTICS 2,187 7,242
    HOYA CORP 4,579 6,523
    HP INC 5,400 11,729
    IAA INC REG SHS WHEN 2,594 4,809
    ICON PLC 3,676 5,069
    IHS MARKIT LTD SHS 10,849 17,697
    II-VI INC 3,019 6,229
    ILLINOIS TOOL WORKS INC 12,013 18,961
    ILLUMINA INC 44,881 54,020
    ING GP NV SPSD ADR 4,962 5,796
    INSMED INC 3,299 4,361
    INSPIRE MED SYS INC 2,086 4,326
    INTEL CORP 12,617 10,313
    INTESA SANPAOLO SPON ADR 5,305 5,250
    INTL BUSINESS MACHINES 15,894 29,078
    INTUITIVE SURGICAL INC 62,053 86,719
    INVITAE CORP 4,108 3,637
    JD COM INC CL A ADR 6,915 7,647
    JOHN BEAN TECHNOLOGIES 5,261 6,035
    JOHNSON AND JOHNSON COM 39,462 52,093
    JOHNSON CONTROLS INTER 15,022 21,944
    JPMORGAN CHASE & CO 91,387 262,272
    KARUNA THERAPEUTICS INC 3,377 3,657
    KIMBERLY CLARK 11,529 13,213
    KINSALE CAPITAL GROUP 3,398 6,604
    KODIAK SCIENCES INC REG 3,916 4,260
    KONINKL PHIL NV SH NEW 6,236 7,042
    KORNIT DIGITAL LTD 2,035 7,487
    KURA ONCOLOGY INC SHS 1,949 3,299
    LANDSTAR SYS INC COM 3,498 7,272
    LATTICE SEMICNDTR CORP 3,256 7,560
    LENNAR CORP 14,332 25,156
    LHC GROUP INC 2,986 4,266
    LOCKHEED MARTIN CORP 9,409 10,294
    LONDON STK EXCHANGE 3,079 5,033
    LOWE'S COMPANIES INC 10,311 11,236
    LPL FINANCIAL HOLDINGS 4,394 6,045
    LUMENTUM HOLDINGS INC 4,347 6,541
    LVMH MOET HENNESSY ADR 3,794 5,613
    MARINEMAX INC 2,818 5,500
    MARSH & MCLENNAN COS INC 13,115 15,795
    MARTIN MARIETTA MATLS 16,996 21,582
    MCDONALDS CORP 10,467 11,587
    MCKESSON CORPORATION COM 10,402 11,305
    MEDALLIA INC 4,273 4,750
    MEDPACE HLDGS INC 4,235 4,594
    MEDTRONIC PLC SHS 46,328 62,084
    MERCK AND CO INC SHS 93,789 140,696
    METLIFE INC 5,354 5,775
    MICRO FOCUS INTL PLC ADS 1,910 308
    MICROCHIP TECHNOLOGY INC 16,746 25,827
    MICROSOFT CORP 53,672 153,247
    MIRATI THERAPEUTICS INC 3,411 5,711
    MITSUBISHI UFJ FINL GRP 9,945 7,633
    MODERNA INC 1,644 9,193
    MONDELEZ INTERNATIONAL 10,586 11,694
    MONGODB INC 6,009 17,952
    MONSTER BEVERAGE SHS 33,237 56,135
    MORGAN STANLEY 7,090 12,815
    MSA SAFETY INC SHS 3,660 4,332
    NASDAQ OMX GRP INC 5,054 13,938
    NATERA INC SHS 4,603 6,568
    NEOGENOMICS INC 2,510 8,130
    NESTLE S A REP RG SH ADR 14,874 22,971
    NETFLIX COM INC 14,711 21,629
    NEVRO CORP SHS 4,851 5,712
    NEWELL BRANDS INC 133 1,868
    NEXTERA ENERGY INC SHS 11,286 14,659
    NORFOLK SOUTHERN CORP 8,183 10,455
    NORTHN TRUST CORP 3,945 3,819
    NORTHROP GRUMMAN CORP 19,622 23,463
    NORWEGIAN CRUISE LINE 3,991 5,544
    NOVARTIS ADR 44,605 53,542
    NOVAVAX INC 2,001 1,450
    NOVO NORDISK A S ADR 11,325 17,183
    NUTANIX INC 2,389 5,322
    NVIDIA 43,818 108,618
    NXP SEMICONDUCTORS N.V. 19,227 24,329
    OKTA INC REG SHS CL A 17,429 42,970
    OMNICELL INC 2,012 5,401
    OPEN TEXT CORP COM 5,190 6,546
    ORACLE CORP $0.01 DEL 28,455 43,666
    OTIS WORLDWIDE CORP REG 2,603 2,634
    PALO ALTO NETWORKS INC 10,034 21,323
    PALOMAR HOLDINGS INC REG 3,621 3,198
    PARKER HANNIFIN CORP 22,778 37,048
    PAYPAL HOLDINGS INC SHS 8,645 23,654
    PEGASYSTEMS INC COM 6,211 12,127
    PENN NATL GAMING CORP 3,592 20,556
    PEPSICO INC 15,855 18,834
    PERSPECTA INC REG SHS 201 482
    PFIZER INC 4,226 4,491
    PHILIP MORRIS INTL INC 14,427 14,488
    PHILLIPS 66 SHS 18,060 13,009
    PING AN INS GROUP CO 4,286 5,121
    PINTEREST INC REG SHS 33,047 32,489
    PIONEER NATURAL RES CO 11,052 12,072
    PJT PARTNERS INC SHS 3,963 5,569
    PLANET FITNESS INC CL A 3,612 11,412
    PLUG PWR INC. 4,511 4,849
    PNC FINCL SERVICES GROUP 41,796 52,448
    POOL CORPORATION 2,662 8,568
    PPG INDUSTRIES INC SHS 23,012 30,430
    PRICE T ROWE GROUP INC 5,110 7,115
    PROCTER & GAMBLE CO 27,312 29,219
    PROGRESSIVE CRP OHIO 4,351 5,933
    PROGYNY INC 2,807 3,137
    PROLOGIS INC 2,945 3,189
    PROOFPOINT INC 1,147 4,638
    PROS HLDGS INC 4,276 4,823
    PTC THERAPEUTICS 2,206 2,502
    PUB SVC ENTERPRISE GRP 3,677 4,431
    Q2 HOLDINGS INC SHS 4,074 7,086
    QUAKER CHEMICAL CORP 4,959 12,923
    QUALCOMM INC 37,505 87,596
    RAYTHEON TECHNOLOGIES 26,800 28,461
    REALPAGE INC 2,785 7,241
    REALTY INCM CRP MD PV$1. 1,278 1,306
    REGENERON PHARMACTCLS 22,118 28,987
    REPLIGEN CORP COM 2,145 4,599
    REPUBLIC SERVICES INC 5,833 6,548
    RITCHIE BROS AUCTIONEERS 6,842 13,562
    ROCHE HLDG LTD SPN ADR 41,016 47,917
    ROYAL GOLD INC 2,568 2,234
    RPM INTERNATIONAL INC 14,043 20,516
    RTY PHARMA PLC SHS CL A 11,173 12,913
    RUSH STREET INTERACTIVE 5,631 7,404
    SABRE CORP SHS 4,168 4,399
    SALESFORCE COM INC 52,489 72,545
    SANOFI ADR 4,369 4,665
    SAP SE SHS 4,464 5,216
    SCHLUMBERGER LTD 27,253 12,225
    SCHWAB CHARLES CORP NEW 5,982 7,903
    SEA LTD 3,549 3,583
    SEI INVT CO PA PV $0.01 14,152 16,149
    SELECTQUOTE INC 3,658 3,818
    SHOPIFY INC CL A 27,134 89,424
    SILICON LABS INC 2,833 3,820
    SIMPLY GOOD FOODS CO/THE 4,133 6,366
    SNAP INC CL A 35,981 69,848
    SNOWFLAKE INC REG SHS 53,395 57,124
    SONY CORP ADR NEW 18,570 37,306
    SOUTHERN COMPANY 22,995 24,572
    SPLUNK INC 11,259 21,406
    SPOTIFY TECH S.A. REG 36,552 94,398
    SQUARE INC SHS CL A 29,397 90,756
    STANLEY BLACK & DECKER 18,036 21,963
    STARBUCKS CORP 22,215 33,378
    SUMMIT MAILS INC 4,856 4,598
    SUMO LOGIC INC REG SHS 3,468 4,058
    SUN COMMNTYS INC 6,817 10,485
    SYSCO CORPORATION 9,465 10,990
    TAIWAN S MANUFCTRING ADR 2,385 5,234
    TENCENT HOLDINGS LTD ADR 7,719 11,215
    TEXAS INSTRUMENTS 29,256 51,044
    TG THERAPEUTICS, INC. 2,695 6,919
    THERMO FISHER SCIENTIFIC 19,598 45,181
    THERMON GROUP HLDGS INC 4,583 3,657
    TJX COS INC NEW 7,228 9,492
    TOWER SEMICONDUCTOR 5,613 6,248
    TRADE (THE) DESK INC SHS 18,593 24,831
    TRANE TECHNOLOGIES PLC 10,731 20,177
    TRAVELERS COS INC 6,129 9,826
    TREX CO INC 2,289 7,535
    TRUIST FINL CORP 8,397 7,573
    TURNING POINT 2,849 7,311
    TWILIO INC CL A 39,172 63,638
    TWITTER INC 65,880 95,087
    TYSON FOODS INC CL A 13,326 12,695
    UBER TECHNOLOGIES INC 70,710 114,750
    UBISOFT ENTERTAINMENT 4,915 7,161
    ULTA BEAUTY INC 14,311 18,953
    ULTRAGENYX 5,948 6,922
    UNICHARM CORP 2,745 4,162
    UNION PACIFIC CORP 9,943 19,364
    UNITED PARCEL SVC CL B 18,080 27,449
    UNITEDHEALTH GROUP INC 26,092 50,147
    UNITY SOFTWARE INC 9,526 16,882
    UNIVERSAL ELECTRONCS INC 3,951 6,190
    US BANCORP 17,797 19,614
    V F CORPORATION 4,440 4,271
    VALERO ENERGY CORP NEW 3,878 2,602
    VEEVA SYS INC 38,172 68,063
    VENTAS INC 3,899 2,893
    VERIZON COMMUNICATNS COM 12,318 12,690
    VINCI SA 8,239 8,996
    VISA INC CL A SHRS 51,171 113,083
    VMWARE INC 10,375 13,465
    VORNADO REALTY TRUST COM 1,177 821
    W W GRAINGER INCORP 11,110 18,784
    WABTEC 1,561 1,464
    WALGREENS BOOTS ALLIANCE 10,611 6,780
    WALMART INC 7,215 10,667
    WAYFAIR INC 8,107 23,710
    WINGSTOP INC 2,639 5,965
    WOODWARD INC 6,161 10,209
    WORKDAY INC CL A 14,816 22,044
    XCEL ENERGY INC 8,281 8,600
    XYLEM INC SHS 16,574 20,765
    YUM BRANDS INC 7,927 14,330
    YUM CHINA HOLDINGS INC 5,066 9,934
    ZILLOW GROUP INC 7,442 24,143
    ZILLOW GROUP INC SHS 19,106 24,013
    ZOETIS INC 10,559 27,970
    ZOOM VIDEO 17,391 73,536
    ISHARES MSCI EAFE 303,626 303,441
    ISHARES RS 2000 GROWTH 176,050 549,891
    ISHARES RUSSELL 1000 798,914 1,894,623
    ISHARES RUSSELL MIDCAP 181,347 500,141
    ISHARES SELECT 39,813 58,093
    ISHARES SILVER TR 13,222 13,464
    GAMCO GLOBL GOLD NAT RES 33,421 27,346
    HIGHLAND INCOME FUND 36,724 23,315
    INVESCO QQQ TR SER 1 7,884 44,865
    INVESCO S&P MIDCAP 90,319 328,499
    INVESCO S&P MIDCAP VALUE 73,062 149,364
    PIMCO LOW DURATION FD 689,787 666,828
    PIMCO REAL RETURN 268,899 300,705
    SPDR GOLD TRUST 13,389 18,906
    SPDR S AND P OIL & GAS 7,828 2,399
    VANECK VECTORS 12,602 19,784
    VANECK VECTORS ETF TR 40,427 55,271
    ELEMENTS - ROGERS TR 18,128 9,578

    TY 2020 LegalFeesSchedule
    Name:
    MET FOUNDATION INC
    EIN:
    35-1995120
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 26,439 0   26,439


    TY 2020 OtherAssetsSchedule
    Name:
    MET FOUNDATION INC
    EIN:
    35-1995120
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    LIFE INSURANCE 100,000 216,654 126,844


    TY 2020 OtherExpensesSchedule
    Name:
    MET FOUNDATION INC
    EIN:
    35-1995120
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    DEPOSITORY FEES 303 303   0


    TY 2020 OtherIncomeSchedule2
    Name:
    MET FOUNDATION INC
    EIN:
    35-1995120
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    CLASS ACTION PROCEEDS 344 344 0


    TY 2020 OtherIncreasesSchedule
    Name:
    MET FOUNDATION INC
    EIN:
    35-1995120
    Description Amount
    COST BASIS ADJUSTMENTS 4,008


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    MET FOUNDATION INC
    EIN:
    35-1995120
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT ADVISORY FEES 65,340 65,340   0


    TY 2020 TaxesSchedule
    Name:
    MET FOUNDATION INC
    EIN:
    35-1995120
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN DIVIDEND TAX 1,874 1,874   0