Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo 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
MET FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)8224 MEADOWBROOK DRIVE
  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 right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$24,326,591J 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 right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 292,502 292,502  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,484,281
b Gross sales price for all assets on line 6a 4,295,246
7 Capital gain net income (from Part IV, line 2)... 1,484,281
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
List of Attached Documents:
// Content
241 241  
12 Total. Add lines 1 through 11........ 1,777,024 1,777,024  
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
List of Attached Documents:
// Content
23,202 0   23,202
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
29,060 0   29,060
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
71,607 71,607   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
3,172 2,172   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
List of Attached Documents:
// Content
530 530   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 127,571 74,309   52,262
25 Contributions, gifts, grants paid....... 915,558 915,558
26 Total expenses and disbursements. Add lines 24 and 25 1,043,129 74,309   967,820
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 733,895
b Net investment income (if negative, enter -0-) 1,702,715
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets 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............. 11,508 978 978
2 Savings and temporary cash investments......... 438,374 796,059 796,059
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 9,634,659 Click to see attachment
List of Attached Documents:
// Content
9,805,244 		22,073,331
c Investments—corporate bonds (attach schedule)....... 1,015,697 Click to see attachment
List of Attached Documents:
// Content
1,024,359 		993,937
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
416,654 		Click to see attachment
List of Attached Documents:
// Content
671,929 		Click to see attachment
List of Attached Documents:
// Content
462,286
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 11,516,892 12,298,569 24,326,591
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 11,516,892 12,298,569
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)..... 11,516,892 12,298,569
30 Total liabilities and net assets/fund balances (see instructions). 11,516,892 12,298,569
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
11,516,892
2
Enter amount from Part I, line 27a .....................
2
733,895
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
47,782
4
Add lines 1, 2, and 3 ..........................
4
12,298,569
5
Decreases not included in line 2 (itemize) right arrow
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
12,298,569
Form 990-PF (2023)
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 		(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 4,295,134   2,810,965 1,484,169
b 112     112
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       1,484,169
b       112
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 1,484,281
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
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 right arrow 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) 1 23,668
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 23,668
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 23,668
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 28,587
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 28,587
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.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 4,919
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow4,919 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowIN
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 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
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 addressright arrowN/A
14
The books are in care ofright arrowFAEGRE DRINKER BIDDLE REATH LLP Telephone no.right arrow (317) 237-0300

Located atright arrow300 N MERIDIAN ST SUITE 2500INDIANAPOLISIN ZIP+4right arrow46204
15
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
15
 
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)
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
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
Yes
 
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 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.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
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...................right arrow 0
Form 990-PF (2023)
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
MERRILL LYNCH - SEARLES AKERS WEALTH INVESTMENT MANAGEMENT 71,607
510 EAST 96TH STREET SUITE 500
INDIANAPOLIS,IN46240
Total number of others receiving over $50,000 for professional services.............right arrow0
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 arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
20,630,934
b
Average of monthly cash balances.......................
1b
605,141
c
Fair market value of all other assets (see instructions)................
1c
462,286
d
Total (add lines 1a, b, and c).........................
1d
21,698,361
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
21,698,361
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
325,475
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
21,372,886
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,068,644
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
1,068,644
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
23,668
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
23,668
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,044,976
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,044,976
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
1,044,976
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
967,820
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
967,820
Form 990-PF (2023)
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 1,044,976
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 915,558
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 967,820
a Applied to 2022, but not more than line 2a 915,558
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..... 52,262
e Remaining amount distributed out of corpus 0
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 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 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 .......... 		992,714
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 ...... 		0
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
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 or
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
         
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).)
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 right arrow
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)
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)
aPaid during the year

ALZHEIMERS ASSOCIATION

225 N MICHIGAN AVE STE 1700
CHICAGO,IL606017652 		N/A PC RESEARCH 9,000

AMERICAN BRAIN TUMOR ASSOCIATION

8550 W BRYN MAWRSUITE 550
CHICAGO,IL60631 		N/A PC GENERAL OPERATIONS - 50TH ANNIVERSARY 5,000

AMERICAN NATIONAL RED CROSS

444 N SHERMAN STREET
DENVER,CO80203 		N/A PC HOME FIRE FINANCIAL ASSISTANCE 7,000

ARIZONA LAND AND WATER TRUST

2810 N ALVERNON WAY SUITE 600
TUCSON,AZ85712 		N/A PC GENERAL LAND AND WATER PROTECTION MISSION OF THE ORGANIZATION 60,000

ARIZONA WILDERNESS COALITION

PO BOX 40340
TUCSON,AZ85717 		N/A PC GENERAL OPERATION 5,000

BIG BROTHERS BIG SISTERS OF MIDDLE TENNESSEE

1704 CHARLOTTE AVE 130
NASHVILLE,TN37203 		N/A PC GENERAL OPERATIONS - THE ALEX AND ERIN TOLBERT FAMILY 10,000

BOY SCOUTS OF AMERICA - DENVER AREA COUNCIL

10455 W 6TH AVE SUITE 100
DENVER,CO80215 		N/A PC GENERAL OPERATIONS 9,000

BOYS & GIRLS CLUBS OF INDIANAPOLIS INC

ENGLISH FOUNDATION BUILDING615
ALABAMA BUILDING
INDIANAPOLIS,IN46204 		N/A PC GENERAL OPERATIONS - ANNUAL FUND - RONAN JOHNSON 2,500

BROOKE'S PLACE FOR GRIEVING YOUNG PEOPLE

8935 NORTH MERIDIAN STREETSUITE 200
INDIANAPOLIS,IN46260 		N/A PC GENERAL OPERATIONS 2,500

CATHOLIC CHARITIES - MARISOL HOME

6240 SMITH ROAD
DENVER,CO80216 		N/A PC MARISOL HOMES GENERAL OPERATIONS 7,000

CHARLES A TINDLEY CHARTER SCHOOL

3960 MEADOWS DR
INDIANAPOLIS,IN46205 		N/A PC GENERAL OPERATIONS 2,500

CHILDRENS MUSEUM OF INDIANAPOLIS INCORPORATED

3000 N MERIDIAN ST
INDIANAPOLIS,IN46208 		N/A PC GENERAL OPERATIONS - BETH AND RONAN JOHNSON 2,500

CLEMSON UNIVERSITY FOUNDATION

115 OLD GREENVILLE HIGHWAY
CLEMSON,SC29631 		N/A PC CLEMSON UNIVERSITY AGRONOMY AND SOILS ENDOWMENT 5,000

CLEVELAND CLINIC

9500 EUCLID AVE
CLEVELAND,OH44195 		N/A PC JOHN AND MARY SCHAFF FUND FOR SLEEP DISORDERS 5,000

COALITION FOR SONORAN DESERT PROTECTION

738 N 5TH AVE SUITE 205
TUCSON,AZ85705 		N/A PC GENERAL OPERATIONS 65,852

COBALT DENVER

PO 22485
DENVER,CO80222 		N/A PC GENERAL OPERATIONS 2,000

COLORADO FOURTEENERS INITIATIVE

1511 WASHINGTON AVE STE 310
GOLDEN,CO80401 		N/A PC GENERAL OPERATIONS 3,500

COLORADO MOUNTAIN BIKE ASSOCIATION

13433 W SARATOGA DRIVE
MORRISON,CO80465 		N/A PC GENERAL OPERATIONS 2,500

COLORADO MOUNTAIN CLUB

710 10TH STSTE 20
GOLDEN,CO80401 		N/A PC ADVANCING OUTDOOR RECREATION EDUCATION & CONSERVATION 2,000

CROSS ANCHOR MINISTRIES

PO BOX 1269
GREENWOOD,SC29648 		N/A PC GENERAL OPERATIONS 5,000

CROSS POINT COMMUNITY CHURCH

299 COWAN STREET
NASHVILLE,TN37213 		N/A PC GENERAL GIVING - THE ALEX AND ERIN TOLBERT FAMILY 10,000

CROSSROADS OF AMERICA COUNCIL BOY SCOUTS OF AMERICA

7125 FALL CREEK ROAD NORTH
INDIANAPOLIS,IN46256 		N/A PC GENERAL OPERATIONS, SCOUTING PROGRAMS 8,000

CROWN HILL HERITAGE FOUNDATION

700 W 38TH STREET
INDIANAPOLIS,IN46208 		N/A PC GENERAL OPERATIONS - IN HONOR OF BO ELDER 5,000

DEFENDERS OF WILDLIFE

1130 17TH STREET NW
WASHINGTON,DC20036 		N/A PC ARIZONA PROGRAM ONLY - NO SALARIES 10,000

DENVER RESCUE MISSION

PO BOX 5206
DENVER,CO80217 		N/A PC GENERAL OPERATIONS 7,000

ENSWORTH SCHOOL

7401 HIGHWAY 100
NASHVILLE,TN37221 		N/A PC THE ENSWORTH FUND - BRIAN AND AMANDA TOLBERT FAMILY 5,000

ESCAPE FOUNDATION

4000 W 106TH STREETSUITE 125-238
CARMEL,IN46032 		N/A PC CORE OPERATIONS 5,000

FEED MY STARVING CHILDREN

740 WILEY FARM COURT
SCHAUMBURG,IL60173 		N/A PC FMSC'S FEED THE NEED COMMUNITY MOBILEPACK 5,000

FIRST BAPTIST CHURCH OF INDIANAPOLIS

8600 N COLLEGE AVE
INDIANAPOLIS,IN46240 		N/A PC FIRST BAPTIST ATHLETICS PROGRAM - CAPITAL CAMPAIGN 7,500

FOOD BANK OF THE ROCKIES

10700 E 45TH AVE
DENVER,CO80239 		N/A PC GENERAL OPERATIONS 15,000

FRIENDS OF IRONWOOD FOREST

738 N 5TH AVESUITE 114
TUCSON,AZ85705 		N/A PC FENCE BUSTERS ONLY 5,000

FRIENDS OF THE LITTLETON LIBRARY AND MUSEUM

6014 S DATURA ST
LITTLETON,CO80120 		N/A SO III GENERAL OPERATIONS 2,853

GIFFORDS LAW CENTER TO PREVENT GUN VIOLENCE

268 BUSH STREET 555
SAN FRANCISCO,CA94104 		N/A PC GENERAL OPERATIONS 20,000

GONZAGA UNIVERSITY

502 E BOONE AVE
SPOKANE,WA99258 		N/A PC FUND FOR GONZAGA - GREG MCVIE 7,500

GOODWILL FOUNDATION OF CENTRAL & SOUTHERN INDIANA

1635 W MICHIGAN ST
INDIANAPOLIS,IN46222 		N/A PC ANNUAL FUND - GENERAL OPERATIONS 5,000

GRAND COUNTY SEARCH AND RESCUE

PO BOX 172
WINTER PARK,CO80482 		N/A PC GENERAL OPERATIONS 2,000

HABITAT FOR HUMANITY OF GREATER NASHVILLE

414 HARDING PLACESUITE 100
NASHVILLE,TN37211 		N/A PC GENERAL OPERATIONS - THE BRIAN AND AMANDA TOLBERT FAMILY 10,000

HEADWATERS TRAILS ALLIANCE

PO BOX 946
GRANBY,CO80446 		N/A PC GENERAL OPERATIONS 2,500

HEARTLAND FILM FESTIVAL

8950 OTIS AVE
INDIANAPOLIS,IN46216 		N/A PC GENERAL OPERATIONS 5,000

HELPING HANDS MINISTRIES INC

1859 NORTHGATE BLVD
SARASOTA,FL34234 		N/A PC WILSON, TODD AND KATIE 2,000

HERITAGE MUSEUM & GARDENS

67 GROVE STREET
SANDWICH,MA02563 		N/A PC GENERAL OPERATIONS 5,000

INDIANAPOLIS GARDEN CLUB

PO BOX 90227
INDIANAPOLIS,IN462900227 		N/A PC 2024 GARDEN WALK 1,250

INDIANAPOLIS MOTOR SPEEDWAY MUSEUM

4750 WEST 16TH STREET
INDIANAPOLIS,IN46222 		N/A PC GENERAL OPERATIONS 10,000

INDIANAPOLIS MUSEUM OF ART INC

4000 MICHIGAN ROAD
INDIANAPOLIS,IN46208 		N/A PC DESIGNATED OPERATING TO THE ORNAMENTAL GARDENS 5,000

INTERFAITH DENTAL CLINIC

600 HILL AVE SUITE 101
NASHVILLE,TN37210 		N/A PC BERNARD HEALTH - BRIAN TOLBERT 1,000

LEAGUE OF WOMEN VOTERS EDUCATION FUND

1233 20TH ST NW SUITE 500
WASHINGTON,DC20036 		N/A PC GENERAL OPERATIONS 10,000

MILE HIGH UNITED WAY

711 PARK AVENUE WEST
DENVER,CO80205 		N/A PC GENERAL OPERATIONS 9,000

MOORINGS PRESBYTERIAN CHURCH

791 HARBOUR DRIVE
NAPLES,FL34103 		N/A PC GENERAL OPERATIONS 5,000

NAPLES BOTANICAL GARDEN

4820 BAYSHORE DRIVE
NAPLES,FL34112 		N/A PC GENERAL OPERATIONS 5,000

NATIONAL INSTITUTE FOR COMMUNITY INC

175 S HIGHPOINT DR
ROMEOVILLE,IL60901 		N/A PC CASA DE LUZ 2,000

NATIONAL PARKS CONSERVATION ASSOCIATION

777 6TH STREET NW SUITE 700
WASHINGTON,DC20001 		N/A PC GENERAL OPERATIONS - SOUTHWEST REGION - AZ USE ONLY 15,000

NATIONAL SKI PATROL SYSTEM INC

133 S VAN GORDON STSUITE 100
LAKEWOOD,CO80228 		N/A PC GENERAL OPERATIONS 1,000

NATIONAL SPORTS CENTER FOR THE DISABLED

1801 MILE HIGH STADIUM CIRCLE
DENVER,CO80204 		N/A PC GENERAL OPERATING 32,000

NORTHERN JAGUAR PROJECT

2114 WEST GRANT RD STE 121
TUCSON,AZ85745 		N/A PC VIVIENDO CON FELINOS - CREATING TOLERANCE FOR FELINES 10,000

OCEANA COUNTY COMMUNITY FOUNDATION

PO BOX 902388 S HANCOCK ST
PENTWATER,MI49449 		N/A PC GENERAL OPERATIONS 5,000

PARK TUDOR SCHOOL

7200 NORTH COLLEGE AVE
INDIANAPOLIS,IN46240 		N/A PC GENERAL OPERATIONS 25,000

PARK TUDOR SCHOOL

7200 NORTH COLLEGE AVE
INDIANAPOLIS,IN46240 		N/A PC HABITAT FOR HUMANITY PROJECT 1,000

PARK TUDOR SCHOOL

7200 NORTH COLLEGE AVE
INDIANAPOLIS,IN46240 		N/A PC ANNUAL FUND - BETH AND RONAN JOHNSON 7,500

PATAGONIA AREA RESOURCE ALLIANCE

PO BOX 1044
PATAGONIA,AZ85624 		N/A PC GENERAL OPERATIONS 4,000

PENROD ARTS SOCIETY

8900 KEYSTONE CROSSING SUITE 660
INDIANAPOLIS,IN46240 		N/A PC RONAN JOHNSON 5,000

PENROD ARTS SOCIETY

8900 KEYSTONE CROSSING SUITE 660
INDIANAPOLIS,IN46240 		N/A PC GENERAL OPERATIONS 2,500

PENTWATER HISTORICAL SOCIETY

PO BOX 5485 S RUTLEDGE ST
PENTWATER,MI49449 		N/A PC GENERAL OPERATIONS 3,000

PENTWATER VOLUNTEER FIRE DEPARTMENT

6690 N RIDGE ROAD
PENTWATER,MI49449 		N/A GOV PROVIDE FIRE SAFETY FOR SCHOOL CHILDREN 3,500

PLANNED PARENTHOOD OF THE ROCKY MOUNTAINS

7155 E 38TH AVE
DENVER,CO80207 		N/A PC GENERAL OPERATIONS 9,000

PUBLIC BROADCASTING OF COLORADO INC

7409 S ALTON CT
ENGLEWOOD,CO80112 		N/A PC GENERAL OPERATIONS 5,000

RANDOM ACTS OF FLOWERS

1057 E 54TH STSUITE F
INDIANAPOLIS,IN46220 		N/A PC GENERAL OPERATIONS 10,000

RANDOM ACTS OF FLOWERS

1057 E 54TH STSUITE F
INDIANAPOLIS,IN46220 		N/A PC FLOWER-A-THON 5,000

REGIS JESUIT HIGH SCHOOL

6300 S LEWISTON WAY
AURORA,CO80016 		N/A PC GENERAL OPERATIONS - GREG MCVIE 7,500

REGIS JESUIT HIGH SCHOOL

6300 S LEWISTON WAY
AURORA,CO80016 		N/A PC GENERAL OPERATIONS 25,000

SALVATION ARMY - INTERMOUNTAIN DIVISION

1370 PENNSYLVANIA ST
DENVER,CO80203 		N/A PC GENERAL OPERATIONS 5,000

SECOND PRESBYTERIAN CHURCH

7700 N MERIDIAN STREET
INDIANAPOLIS,IN46260 		N/A PC GENERAL OPERATIONS 39,603

SECOND PRESBYTERIAN CHURCH

7700 N MERIDIAN STREET
INDIANAPOLIS,IN46260 		N/A PC ANNUAL GIFT 25,000

SECOND PRESBYTERIAN CHURCH

7700 N MERIDIAN STREET
INDIANAPOLIS,IN46260 		N/A PC 2023 PLEDGE PAYMENTS - CASH FLOW ADVANCE 17,500

SERVANTS AT WORK INC

8427 ZIONSVILLE ROAD
INDIANAPOLIS,IN46268 		N/A PC WHEELCHAIR RAMP BUILDING 3,500

SOUTH METRO LAND CONSERVANCY

5796 S LAKEVIEW STREET
LITTLETON,CO80120 		N/A PC GENERAL OPERATIONS 2,500

ST MARY'S ACADEMY

4545 SOUTH UNIVERSITY BLVD
ENGLEWOOD,CO80113 		N/A PC TUITION ASSISTANCE 25,000

THE CHALLENGE FOUNDATION

4545 S UNIVERSITY BLVD
ENGLEWOOD,CO80113 		N/A PC GENERAL OPERATIONS 10,000

THE SIERRA CLUB FOUNDATION

2101 WEBSTER ST SUITE 1250
OAKLAND,CA94612 		N/A PC CAMPAIGN TO PROTECT THE U.S. MEXICO BORDER - ATTN: SANDY BAHR 5,000

TRUTH AND COMPASSION MINISTRIES

1808 LONG LAKE DR
GREENWOOD,IN46143 		N/A PC GENERAL OPERATIONS 5,000

TUCSON AUDUBON SOCIETY

300 E UNIVERSITY BLVD STE 120
TUCSON,AZ85705 		N/A PC CONSERVATION ADVOCACY 60,000

UNITED WAY OF CENTRAL INDIANA

2955 N MERIDIAN STREET SUITE 300
INDIANAPOLIS,IN46208 		N/A PC GENERAL OPERATIONS 50,000

UNIVERSITY CLUB FOUNDATION

970 NORTH DELAWARE STREET
INDIANAPOLIS,IN46202 		N/A PC PARKING LOT REPAIRS - IRON FENCE - IN HONOR OF BO ELDER 5,000

UNIVERSITY OF PORTLAND - SCHOOL OF EDUCATION

5000 N WILLAMETTE BLVD
PORTLAND,OR97203 		N/A PC GENERAL OPERATIONS 5,000

WABASH COLLEGE

301 W WABASH AVENUE
CRAWFORDSVILLE,IN47933 		N/A PC ANNUAL FUND 25,000

WHEELER MISSION MINISTRIES

205 EAST NEW YORK STREET
INDIANAPOLIS,IN46204 		N/A PC GENERAL OPERATIONS 3,000

WILDEARTH GUARDIANS

301 N GUADALUPE STSTE 201
SANTA FE,NM87501 		N/A PC GENERAL OPERATIONS 10,000

WILDLANDS NETWORK SOUTHWEST

329 W PIERPONT AVE SUITE 300
SALT LAKE CITY,UT84101 		N/A PC PROTECTING AND RECONNECTING PRIORITY LANDSCAPES IN NORTHERN MEXICO AND THE U.S. BORDERLANDS REGION. 10,000

WILLIAMS COLLEGE

PO BOX 624
WILLIAMSTOWN,MA01267 		N/A PC GENERAL OPERATIONS 25,000

WOODMONT CHRISTIAN CHURCH

3601 HILLSBORO PIKE
NASHVILLE,TN37215 		N/A PC GENERAL OPERATIONS - THE BRIAN & AMANDA TOLBERT FAMILY 3,000
Total .................................right arrow 3a 915,558
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
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
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 292,502  
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 .....     14 241  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 1,484,281  
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 1,777,024 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,777,024
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
MET FOUNDATION INC
EIN:
35-1995120
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 29,060 0   29,060

TY 2023 GeneralExplanationAttachment
Name:
MET FOUNDATION INC
EIN:
35-1995120
Identifier Return Reference Explanation
  FORM 990-PF, PART VI-B, LINES 1A(3) AND 1B PART VI-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)-2(D)(3).

TY 2023 InvestmentsCorpBondsSchedule
Name:
MET FOUNDATION INC
EIN:
35-1995120
Name of Bond End of Year Book Value End of Year Fair Market Value
ABBOTT LABORATORIES GLB 01.150% JAN 32028 4,892 4,462
ABBOTT LABORATORIES GLB 02.950% MAR 15 2025 13,203 12,734
AIR PRODUCTS & CHEMICALS GLB 02.050% MAY 15 203 5,088 4,375
ALPHABET INC GLB 01.100% AUG 15 203 4,761 4,148
ALPHABET INC GLB 01.998% AUG 15 2026 17,460 16,061
AMAZON.COM INC GLB 02.800% AUG 22 2024 15,922 15,752
AMAZON.COM INC GLB 03.600% APR 13 2032 3,890 3,817
AMERICAN EXPRESS CO GLB 03.125% MAY 22026 7,292 6,756
AMERICAN EXPRESS CO GLB 04.200% NOV 06 2025 7,418 6,918
AMERICAN HONDFINANCE SER MTN 02.000% MAR 24 2028 20,150 19,943
ANHEUSER-BUSCH INBEV WOR COMPANY GUARNT GLB 04.000% APR 13 2028 18,114 18,779
APPLE INC GLB 02.450% AUG 04 2026 8,249 7,629
APPLE INC GLB 02.900% SEP 12 2027 4,176 3,833
APPLIED MATERIALS INC GLB 03.300% APR 01 2027 10,588 10,662
BANK OF NY MELLON CORP SER MTN 03.250% MAY 16 2027 7,851 7,671
BERKSHIRE HATHAWAY ENERG GLB 03.250% APR 15 2028 7,469 7,596
BERKSHIRE HATHAWAY ENERG GLB 04.050% APR 15 2025 7,934 7,908
BHP BILLITON FIN USLTD COMPANY GUARNT GLB 04.750% FEB 28 2028 16,236 16,179
BLACKROCK INC GLB 02.400% APR 3203 4,090 3,578
BP CAP MARKETS AMERICCOMPANY GUARNT 04.234% NOV 06 2028 8,016 7,955
BP CAP MARKETS AMERICCOMPANY GUARNT GLB 04.812% FEB 13 2033 3,991 4,041
BRISTOL-MYERS SQUIBB CO GLB 03.450% NOV 15 2027 7,605 7,762
CATERPILLAR FINL SERVICE SER MTN 02.150% NOV 08 2024 8,105 7,801
CATERPILLAR FINL SERVICE SER MTN GLB 01.100% SEP 14 2027 7,938 8,048
CATERPILLAR INC GLB 01.900% MAR 12 2031 3,910 3,441
CHARLES SCHWAB CORP GLB 03.250% MAY 22 2029 4,121 3,755
CHEVRON CORP GLB 02.954% MAY 16 2026 7,292 6,772
CITIGROUP INC GLB 03.300% APR 27 2025 15,317 14,651
CITIGROUP INC VAR%MAR 2203 4,350 3,797
COCA-COLCO/THE GLB 01.750% SEP 06 2024 8,040 7,819
COCA-COLCO/THE GLB 02.125% SEP 06 2029 4,025 3,619
COMCAST CORP COMPANY GUARNT 03.300% FEB 01 2027 4,161 3,861
COMCAST CORP COMPANY GUARNT GLB 03.550% MAY 01 2028 7,707 7,722
COMCAST CORP COMPANY GUARNT GLB 03.950% OCT 15 2025 7,312 6,906
COMMONWEALTH EDISON CO 1ST MORTGAGE GLB 03.700% AUG 15 2028 3,967 3,867
CONOCOPHILLIPS COMPANY GUARNT GLB 05.900% OCT 15 2032 4,206 4,396
CONSUMERS ENERGY CO 1ST MORTGAGE GLB 04.650% MAR 01 2028 11,184 11,075
CUMMINS INC GLB 00.750% SEP 01 2025 15,840 15,004
DTE ELECTRIC CO 1ST MORTGAGE SER C 02.625% MAR 01 2031 4,121 3,505
EMERSON ELECTRIC CO 02.200% DEC 21 2031 4,030 4,281
EQUINOR ASCOMPANY GUARNT GLB 01.750% JAN 22 2026 8,106 7,566
EQUINOR ASCOMPANY GUARNT GLB 02.875% APR 06 2025 8,115 7,805
ERP OPERATING LP GLB 04.150% DEC 01 2028 4,044 3,926
EXXON MOBIL CORPORATION GLB 02.275% AUG 16 2026 8,203 7,615
EXXON MOBIL CORPORATION GLB 02.610% OCT 15 203 4,081 3,576
GENERAL DYNAMICS CORP COMPANY GUARNT GLB 03.500% APR 01 2027 10,339 9,748
GENERAL DYNAMICS CORP COMPANY GUARNT GLB 03.750% MAY 15 2028 12,137 11,788
GOLDMAN SACHS GROUP INC GLB 02.600% FEB 07 203 6,941 6,157
GOLDMAN SACHS GROUP INC GLB 03.750% MAY 22 2025 7,197 6,857
GOLDMAN SACHS GROUP INC SER MTN 03.850% JUL 08 2024 8,114 7,928
HOME DEPOT INC GLB 03.350% SEP 15 2025 7,288 6,863
HOME DEPOT INC GLB 03.900% DEC 06 2028 12,162 11,816
HONEYWELL INTERNATIONAL GLB 01.350% JUN 01 2025 7,073 6,684
INTEL CORP GLB 02.450% NOV 15 2029 4,129 3,604
INTEL CORP GLB 02.600% MAY 19 2026 8,230 7,665
JOHN DEERE CAPITAL CORP SER MTN 02.800% SEP 08 2027 3,934 3,792
JPMORGAN CHASE & CO SUBORDINATED GLB 03.875% SEP 10 2024 7,135 6,922
JPMORGAN CHASE & CO SUBORDINATED GLB VAR%MAY 13 2031 7,127 6,161
KIMBERLY-CLARK CORP GLB 01.050% SEP 15 2027 12,537 12,492
KLCORP GLB 04.650% JUL 15 2032 4,062 4,094
LINDE INC/CT COMPANY GUARNT GLB 04.800% DEC 05 2024 7,957 7,982
LOCKHEED MARTIN CORP GLB 03.550% JAN 15 2026 15,733 14,727
MARSH & MCLENNAN COS INC GLB 04.375% MAR 15 2029 4,462 3,985
MASTERCARD INC GLB 02.000% MAR 03 2025 6,104 5,813
MERCK & CO INC GLB 02.900% MAR 07 2024 8,035 7,962
METLIFE INC GLB 03.600% APR 10 2024 7,050 6,961
METLIFE INC GLB 03.600% APR 12024 6,002 5,966
METPLATFORMS INC GLB 04.600% MAY 15 2028 7,864 8,124
NATIONAL RURAL UTIL COOP SER MTN GLB 01.000% JUN 15 2026 7,836 7,324
NEXTERENERGY CAPITAL COMPANY GUARNT GLB 01.875% JAN 15 2027 7,881 7,361
NEXTERENERGY CAPITAL SENIOR UNSECURED NOTE 04.625% JUL 15 2027 8,015 7,989
NEXTERENERGY CAPITAL SENIOR UNSECURED NOTE 05.000% JUL 15 2032 3,874 4,028
NOVARTIS CAPITAL CORP COMPANY GUARNT GLB 03.100% MAY 17 2027 4,183 3,852
NOVARTIS CAPITAL CORP COMPANY GUARNT GLB 03.400% MAY 06 2024 8,068 7,947
NVIDICORP GLB 01.550% JUN 15 2028 7,809 8,062
PACCAR FINANCIAL CORP GLB 04.600% JAN 12028 16,207 16,150
PEPSICO INC GLB 01.400% FEB 25 2031 4,714 4,142
PEPSICO INC GLB 02.250% MAR 19 2025 7,101 6,800
PEPSICO INC GLB 03.600% FEB 18 2028 7,819 7,836
PFIZER INC GLB 03.400% MAY 15 2024 6,011 5,957
PFIZER INC GLB 03.600% SEP 15 2028 3,929 3,905
PHILIP MORRIS INTL INC GLB 00.875% MAY 01 2026 16,813 15,579
PHILIP MORRIS INTL INC GLB 03.125% MAR 02 2028 3,753 3,781
PIEDMONT NATURAL GAS CO GLB 03.500% JUN 01 2029 4,195 3,734
PNC FINANCIAL SERVICES GLB 02.600% JUL 23 2026 8,250 7,579
PNC FINANCIAL SERVICES GLB 03.150% MAY 19 2027 7,761 7,594
PROGRESSIVE CORP GLB 02.500% MAR 15 2027 7,600 7,512
PROGRESSIVE CORP GLB 03.000% MAR 15 2032 3,630 3,575
PROLOGIS LP GLB 03.375% DEC 15 2027 14,829 15,289
QUALCOMM INC GLB 02.900% MAY 22024 8,070 7,924
QUALCOMM INC GLB 03.250% MAY 22027 11,851 11,618
REALTY INCOME CORP GLB 00.750% MAR 15 2026 13,900 12,783
REALTY INCOME CORP GLB 03.250% JAN 15 2031 7,384 6,369
RIO TINTO FIN USPLC COMPANY GUARNT GLB 05.000% MAR 09 2033 4,055 4,168
S&P GLOBAL INC COMPANY GUARNT GLB 02.950% JAN 22 2027 15,532 15,281
SHELL INTERNATIONAL FIN COMPANY GUARNT GLB 02.875% MAY 12026 8,300 7,703
SHELL INTERNATIONAL FIN COMPANY GUARNT GLB 03.250% MAY 11 2025 7,179 6,863
SIMON PROPERTY GROUP INC GLB 02.250% JAN 15 2032 3,797 4,160
SIMON PROPERTY GROUP LP GLB 03.300% JAN 15 2026 7,287 6,783
SIMON PROPERTY GROUP LP GLB 03.375% OCT 01 2024 7,125 6,891
STATE STREET CORP GLB 03.550% AUG 18 2025 7,290 6,868
STATE STREET CORP SR SUBORDINATED GLB 02.200% MAR 03 2031 4,919 4,168
SUMITOMMITSUI FINL GRP SUBORDINATED GLB 02.142% SEP 23 203 6,649 5,809
TARGET CORP GLB 01.950% JAN 15 2027 3,943 3,734
TARGET CORP GLB 02.500% APR 15 2026 8,278 7,703
TARGET CORP GLB 03.500% JUL 01 2024 7,009 6,937
THERMO FISHER SCIENTIFIC GLB 01.750% OCT 15 2028 15,581 16,072
TJX COS INC GLB 01.150% MAY 15 2028 7,762 7,855
TJX COS INC GLB 01.600% MAY 15 2031 4,720 4,135
TORONTO-DOMINION BANK SER MTN GLB 02.800% MAR 12027 7,591 7,558
TOTAL CAPITAL INTL SCOMPANY GUARNT GLB 03.455% FEB 19 2029 4,145 3,861
TOTAL CAPITAL INTL SSER 10YR 3.750% APR 10 2024 7,027 6,962
TOTAL CAPITAL INTL SSER 10YR 3.750% APR 12024 6,023 5,968
TOYOTMOTOR CORP GLB 01.339% MAR 25 2026 9,013 8,391
TOYOTMOTOR CREDIT CORP SER MTN GLB 01.900% JAN 13 2027 7,308 7,445
TOYOTMOTOR CREDIT CORP SER MTN GLB 02.150% FEB 13 203 4,057 3,538
TRUIST FINANCIAL CORP SER MTN 01.125% AUG 03 2027 7,650 7,009
TRUIST FINANCIAL CORP SER MTN VAR%JUN 06 2028 7,587 7,709
UNITED PARCEL SERVICE 03.050% NOV 15 2027 15,452 15,333
UNITED PARCEL SERVICE 03.400% MAR 15 2029 4,220 3,870
UNITEDHEALTH GROUP INC GLB 02.875% AUG 15 2029 4,156 3,718
UNITEDHEALTH GROUP INC GLB 03.750% JUL 15 2025 8,339 7,886
US BANCORP 02.400% JUL 30 2024 8,080 7,861
USD BANK NOVA SCOTIA 1.300% JUN 11 2025 8,045 7,582
VIRGINIELEC & POWER CO SER B GLB 03.750% MAY 15 2027 8,010 7,815
VISINC GLB 03.150% DEC 14 2025 7,301 6,831
WALT DISNEY COMPANY/THE COMPANY GUARNT GLB 01.750% AUG 32024 6,934 6,836
WALT DISNEY COMPANY/THE COMPANY GUARNT GLB 02.200% JAN 13 2028 8,196 8,333
WALT DISNEY COMPANY/THE COMPANY GUARNT GLB 03.700% MAR 23 2027 4,281 3,944
WELLS FARGO & COMPANY SUBORDINATED SER MTN 04.100% JUN 03 2026 15,853 14,676
ACCRUED INTEREST 0 7,533

TY 2023 InvestmentsCorpStockSchedule
Name:
MET FOUNDATION INC
EIN:
35-1995120
Name of Stock End of Year Book Value End of Year Fair Market Value
3M COMPANY 17,221 11,916
89BIO INC 2,894 1,687
ABBOTT LABS 8,787 8,696
ABBVIE INC SHS 13,569 16,892
ACCENTURE PLC SHS 14,267 18,598
ACELYRIN INC REG SHS 903 739
ACUITY BRANDS INC 4,873 5,326
ADIDAS AG SPONSORED ADR 887 1,830
ADOBE INC 28,079 43,552
ADVANCED ENERGY INDS INC 3,528 4,792
AEROVIRONMENT INC 4,089 5,672
AGILENT TECHNOLOGIES INC 17,392 18,769
AIR LEASE CORP CL A 2,415 2,642
AIR PRODUCTS&CHEM 42,026 48,736
ALBANY INTL CRP NEW CL A 3,806 4,616
ALCON SA ACT NOM 11,805 14,687
ALDEYRA THERAPEUTICS INC 3,840 1,190
ALEXANDRIA REAL EST EQTS 7,631 5,705
ALIBABA GROUP HOLDING LT 19,248 9,224
ALKERMES PLC NEW 3,043 3,301
ALLSTATE CORP DEL COM 11,611 13,018
ALPHABET INC SHS CL A 29,463 58,251
ALPHABET INC SHS CL C 53,257 82,303
AMAZON COM INC COM 76,437 133,403
AMBEV SA SHS 6,380 6,278
AMER EXPRESS COMPANY 8,891 13,863
AMERICAN INTERNATIONAL 25,145 30,759
AMERICAN TOWER REIT INC 33,174 31,303
AMGEN INC COM 12,623 14,113
AMN ELEC POWER CO 24,632 22,173
AMPHENOL CORP CL A NEW 23,841 32,118
ANALOG DEVICES INC COM 12,064 18,863
ANTERO RES CORP 6,084 3,924
AON PLC REG SHS 9,286 9,313
APPFOLIO INC SHS CL A 2,351 3,638
APPLE INC 21,682 46,977
APTIV PLC SHS 8,417 8,344
ARROWHEAD 4,951 3,825
ASML HLDG NV NY REG SHS 8,625 16,652
AT&T INC 9,710 9,581
ATLASSIAN CORP 12,385 10,942
ATMOS ENERGY CORP COM 3,248 3,593
AUTODESK INC DEL PV$0.01 16,862 35,061
AVALONBAY CMMUN INC 4,699 4,119
AVNET INC 4,046 5,090
BADGER METER INCORP 2,149 2,316
BAE SYS PLC SPN ADR 4,004 5,955
BALL CORP 13,990 8,858
BANGKOK BANK PCL-UNSPON 2,683 3,309
BARRICK GOLD CORPORATION 5,407 4,034
BATH & BODY WORKS INC 3,040 3,539
BAXTER INTERNTL INC 4,058 3,286
BECTON DICKINSON CO 45,009 44,621
BELLRING BRANDS INC 3,764 3,825
BERKELEY GROUP-UNSPON 3,321 4,528
BERKSHIRE HATHAWAYINC 25,329 29,959
BEST BUY CO INC 7,275 5,558
BLACKROCK INC 13,224 19,483
BLOCK INC 19,391 14,078
BLUEPRINT MEDICINES CORP 3,824 4,981
BOEING COMPANY 43,042 63,862
BOOT BARN HOLDINGS INC 6,053 6,064
BORG WARNER INC COM 1,927 1,828
BOSTON SCIENTIFIC CORP 6,260 7,457
BRENNTAG SE 1,345 2,033
BRIDGEBIO PHARMA INC REG 3,323 3,149
BRISTOL-MYERS SQUIBB CO 53,457 41,099
BRITISH AMN TOBACO SPADR 9,028 6,854
BUMBLE INC REG SHS CL A 4,753 2,860
CABOT CORP 2,260 3,507
CAPITAL ONE FINL 2,828 2,754
CASELLA WASTE SYS INC A 2,719 3,760
CASEYS GEN STORES INC 4,356 6,044
CATERPILLAR INC DEL 18,837 26,315
CAVA GROUP INC REG SHS 2,384 2,751
CBRE GROUP INC 5,822 5,678
CELSIUS HOLDINGS INC NEW 3,031 8,996
CENCORA INC 3,687 7,599
CENTERPOINT ENERGY INC 11,922 11,799
CF INDS HLDGS INC 12,219 9,143
CHARLES RIVER LABS INTL 5,225 4,255
CHART INDS INC 4,604 5,590
CHENIERE ENERGY 9,624 10,413
CHEVRON CORP 48,054 44,599
CHORD ENERGY CORP 4,363 5,153
CHUBB LTD 7,884 11,978
CIE FINANCIERE RICHEMONT 5,787 7,618
CIGNA GROUP/THE 8,565 11,080
CISCO SYSTEMS INC COM 21,741 24,553
CITIGROUP INC COM NEW 14,127 15,329
CITIZENS FINL GROUP INC 13,023 10,704
CME GROUP INC 28,489 28,220
CMS ENERGY CORP 6,325 5,981
COCA COLA COM 16,787 19,152
COGNIZANT TECH SOLUTNS A 15,982 19,638
COMCAST CORP NEW CL A 42,453 50,077
COMPNIA CERVECRIAS SPADR 2,965 3,536
CONMED CORP 6,410 5,695
CONOCOPHILLIPS 33,807 46,544
CONSTELLATION BRANDS INC 14,054 14,505
CORNING INC 7,379 6,212
COSTCO WHOLESALE CRP DEL 9,504 11,881
CRACKER BAREL OLD COUNTR 2,294 1,542
CROWN CASTLE INC 15,426 11,749
CVS HEALTH CORP 33,760 30,636
CYTOKINETICS INC SHS 1,927 3,757
D R HORTON INC 2,680 4,863
DANAHER CORP DEL COM 48,642 49,738
DANONE-SPONS 7,175 9,246
DARDEN RESTAURANTS INC 2,442 2,957
DARLING INGREDIENTS INC 4,766 3,937
DEERE CO 11,275 17,194
DENALI THERAPEUTICS INC 4,158 1,416
DIAGEO PLC SPSD ADR NEW 1,560 1,602
DIAMONDBACK ENERGY INC 6,100 7,444
DIGI INTL INC 2,964 3,588
DISNEY (WALT) CO COM STK 52,089 41,804
DOLLAR GENERAL CORP 32,020 23,383
DOMINION ENERGY INC 23,145 16,920
DONALDSON CO INC 2,485 2,483
DOVER CORP 11,258 14,920
DTE ENERGY COMPANY 26,626 26,132
DUKE ENERGY CORP NEW 37,762 37,360
DXC TECHNOLOGY CO 15,634 12,373
EASTGROUP PROPERTIES INC 9,155 11,012
EASTMAN CHEMICAL CO COM 3,549 2,695
EATON CORP PLC 31,833 53,944
ECOLAB INC 25,914 31,934
ELECTRONIC ARTS INC DEL 10,507 11,218
ELEVANCE HEALTH INC 30,691 27,350
ELF BEAUTY INC SHS 3,475 4,330
ELI LILLY & CO 625,925 9,520,832
EMERSON ELEC CO 24,922 27,642
ENSIGN GROUP INC 4,493 5,049
ENTEGRIS INC MINNESOTA 4,310 4,913
EOG RESOURCES INC 7,683 14,393
EQUINIX INC 8,593 13,692
ESAB CORP REG SHS WHEN 6,246 11,174
EVERI HOLDINGS INC 4,867 3,201
EVOLENT HEALTH INC SHS 1,810 5,384
EXELON CORPORATION 28,936 25,453
EXPEDITORS INTL WASH INC 8,588 18,190
EXXON MOBIL CORP COM 50,742 67,986
FACTSET RESH SYS INC 7,822 17,651
FANUC LTD-UNSP 6,516 7,169
FEDERAL SIGNAL CORP 3,691 4,681
FEDEX CORP DELAWARE COM 14,614 21,249
FIDELITY NATL INFO SVCS 10,961 7,449
FIFTH THIRD BANCORP 12,376 11,934
FIGS INC REG SHS CL A 2,551 2,391
FIRSTCASH HLDGS INC 8,505 12,031
FISERV INC WISC PV 1CT 15,794 21,919
FIVE BELOW INC 7,076 7,887
FIVE9 INC 5,421 4,564
FLEX LTD 3,996 7,676
FLYWIRE CORP 2,334 2,361
FOMENTO ECNMCO MEX SPADR 5,310 9,907
FRANCO NEV CORP 9,041 6,981
FREEPORT-MCMORAN INC 6,650 9,153
FRESHPET INC SHS 3,172 4,164
FRESHWORKS INC REG SHS 5,664 8,832
FUCHS SE ADR 2,405 3,343
GALLAGHER ARTHUR J & CO 3,497 7,646
GARTNER INC 22,507 38,795
GATX CORPORATION 3,694 4,328
GENERAL ELEC CO REG SHS 6,690 14,550
GENERAL MOTORS CO 13,405 12,823
GENL DYNAMICS CORP COM 10,475 15,061
GILEAD SCIENCES INC COM 13,242 12,800
GOLDMAN SACHS GROUP INC 17,253 19,674
GUARDANT HEALTH INC 2,461 1,758
HAEMONETICS CORP MASS 4,653 4,703
HALEON PLC SHS ADR 2,451 3,201
HALOZYME THERAPEUTICS 3,444 3,252
HARTFORD FINL SVCS GROUP 4,960 6,913
HEALTHEQUITY INC SHS 2,482 2,519
HEARTLAND FINANCIAL USA 3,286 2,407
HEINEKEN N V 2,346 2,498
HENKEL KGAA SPNRD ADR 3,097 3,827
HERC HOLDINGS 4,093 4,616
HERSHEY COMPANY 6,808 6,153
HESS CORP 16,393 16,578
HOME DEPOT INC 9,960 12,476
HONGKONG LAND HLD UN ADR 2,553 2,326
HUNTINGTON INGALLS INDS 3,009 4,154
HUNTNGTN BANCSHS INC MD 17,450 15,684
HYSAN DEVL LTD SPNDR ADR 1,818 1,608
I NORFOLK SOUTHERN CORP 17,289 19,383
IDEX CORP DELAWARE COM 15,756 17,803
IDEXX LAB INC DEL $0.10 7,499 11,101
ILLUMINA INC 27,639 14,620
IMPERIAL OIL LTD COM NEW 11,308 13,039
IMPINJ INC 4,993 3,691
INMODE LTD. REG SHS 2,480 1,223
INSMED INC 3,282 3,905
INTEL CORP 10,248 10,151
INTELLIA THERAPEUTICS 3,652 1,860
INTERCONTINENTAL 28,446 28,126
INTL BUSINESS MACHINES 20,949 23,388
INTL PAPER CO 11,889 12,653
INTRA-CELLULAR THERAPIES 5,363 6,589
INTUIT INC 37,784 54,378
INTUITIVE SURGICAL INC 34,019 42,170
IRHYTHM TECHNOLOGIES INC 2,144 1,713
ITAU UNIBANCO BANCO HOLD 2,458 3,301
JARDINE MATHESON HD UNSP 5,190 4,654
JOHNSON AND JOHNSON COM 19,426 17,868
JOHNSON AND JOHNSON COM 59,588 58,934
JOHNSON CONTROLS INTER 16,586 16,658
JPMORGAN CHASE & CO 49,297 64,468
KARUNA THERAPEUTICS INC 943 2,849
KENVUE INC 14,231 13,542
KEURIG DR PEPPER INC 9,731 10,296
KEYCORP NEW 3,381 1,958
KIMBERLY CLARK 13,346 13,366
KINSALE CAPITAL GROUP 2,752 6,698
KOMATSU NEW NEW SPNSDADR 2,836 3,608
KRAFT (THE) HEINZ CO SHS 7,498 7,285
KROGER CO 12,634 11,656
LANDSTAR SYS INC COM 3,839 9,876
LANTHEUS HLDGS INC 6,737 5,394
LAS VEGAS SANDS CORP 22,542 24,261
LATTICE SEMICNDTR CORP 4,049 11,038
LAUDER ESTEE COS INC A 39,840 28,665
LEGRAND SA-UNSP 1,780 2,432
LIBERTY ENERGY INC 7,324 8,109
LINDE PLC NEW 22,075 33,268
LKQ CORP 3,754 3,345
LLOYDS BANKING GROUP PLC 3,582 3,258
LOWE'S COMPANIES INC 21,159 21,365
LPL FINANCIAL HOLDINGS 3,471 8,422
LUMENTUM HOLDINGS INC 5,169 3,669
MARATHON OIL CORP 17,864 14,061
MARKETAXESS HOLDINGS INC 2,254 2,929
MARSH & MCLENNAN COS INC 29,321 36,378
MASCO CORP 4,178 4,555
MASTERCARD INC 38,965 52,461
MCDONALDS CORP COM 9,493 13,639
MEDPACE HLDGS INC 1,886 4,291
MEDTRONIC PLC SHS 13,874 11,121
MERCK AND CO INC SHS 28,320 38,048
MERIT MEDICAL SYS INC 5,375 6,001
META PLATFORMS INC 83,634 167,777
METLIFE INC 20,248 21,757
MICROCHIP TECHNOLOGY INC 2,526 2,435
MICROSOFT CORP 103,816 236,905
MITSUBISHI ELEC ADR 3,682 5,266
MITSUBISHI ESTATE ADR 2,086 2,257
MONDAY.COM LTD. REG SHS 7,241 10,705
MONDELEZ INTERNATIONAL 25,225 29,986
MONSTER BEVERAGE SHS 28,354 50,005
MOODY'S CORP 9,607 11,717
MOOG INC CL A 2,519 4,923
MORGAN STANLEY 21,138 31,052
MS&AD INS GROUP HLDGS 4,262 6,240
MSA SAFETY INC SHS 6,073 8,104
MURPHY OIL CORP 5,197 7,210
NESTLE S A REP RG SH ADR 4,493 4,163
NETFLIX COM INC 60,594 81,309
NEWMONT CORPORATION 31,430 25,207
NEXTERA ENERGY INC SHS 23,360 20,652
NIHON KOHDEN 2,219 2,771
NIKE INC CL B 35,274 28,445
NORTHROP GRUMMAN CORP 9,903 12,172
NOV INC 3,444 4,279
NOVARTIS ADR 12,754 15,146
NOVO NORDISK A S ADR 4,363 21,931
NUTRIEN LTD REG SHS 5,957 4,281
NVENT ELEC PLC REG SHS 3,473 4,491
NVIDIA 24,556 138,662
NXP SEMICONDUCTORS N.V. 28,434 41,572
ON ESPAWORLD HLDGS LTD 4,441 5,175
ONTO INNOVATION INC 4,607 5,504
ORACLE CORP $0.01 DEL 21,658 46,178
O'REILLY AUTOMOTIVE INC 7,310 10,451
ORKLA AS A SHS ADR 3,027 3,454
PALO ALTO NETWORKS INC 6,300 25,949
PARKER HANNIFIN CORP 4,880 9,214
PARSONS CORP DEL 3,351 3,700
PAYPAL HOLDINGS INC SHS 60,655 32,609
PEBBLEBROOK HOTEL TRUST 3,283 2,509
PENN ENTERTAINMENT INC 2,365 2,498
PEPSICO INC 22,359 23,778
PERFORMANCE FOOD GROUP 3,967 4,564
PERNOD RICARD SA - SPON 2,705 2,718
PFIZER INC 37,172 25,652
PHILIP MORRIS INTL INC 54,865 57,671
PINNACLE FINL PARTNERS 3,922 3,925
PJT PARTNERS INC SHS 7,541 11,715
PLANET FITNESS INC CL A 6,352 5,986
PNC FINCL SERVICES GROUP 31,445 32,519
POPULAR INC COM NEW 3,556 3,775
POWER CORP CDA LTD 4,647 5,431
PPG INDUSTRIES INC SHS 13,192 16,002
PROCTER & GAMBLE CO 50,569 52,022
PROGRESSIVE CRP OHIO 3,479 6,849
PROGYNY INC 6,985 5,949
PROLOGIS INC 7,263 8,131
PROS HLDGS INC 5,906 5,431
PROSUS N V 5,033 7,158
PUB SVC ENTERPRISE GRP 5,357 6,054
QUAKER HOUGHTON 9,192 13,659
QUALCOMM INC 24,823 43,244
RAMBUS INC 4,184 5,392
RAPID7 ORD 5,891 3,369
RAYMOND JAMES FINL INC 3,016 3,345
RB GLOBAL INC 8,754 13,110
RECKITT BENCKISER GROUP 5,066 5,331
REGENERON PHARMACTCLS 23,845 38,645
REINSURNCE GROUP AMERICA 3,453 5,015
RENAISSANCERE HLDGS LTD 2,602 3,332
REPUBLIC SERVICES INC 5,101 8,081
RIO TINTO PLC SPNSRD ADR 18,946 17,200
ROCHE HLDG LTD SPN ADR 13,853 11,811
RTX CORP 20,767 24,401
S&P GLOBAL INC 46,155 58,149
SABRE CORP SHS 2,891 1,483
SALESFORCE INC 45,931 59,470
SANDOZ GROUP AG 718 960
SANMI NA CORP 2,464 3,545
SANOFI ADR 20,701 23,970
SCHEIN (HENRY) INC 13,420 14,233
SCHNEIDER NATL INC WIS 2,685 2,850
SCHRODINGER INC REG SHS 3,010 2,792
SCHWAB CHARLES CORP NEW 26,563 28,277
SEAGATE TECH HLDGS PUB 5,937 6,403
SEALED AIR CORP (NEW) 5,149 3,360
SEAWORLD ENTMT INC. 7,904 6,709
SECOM CO LTD 6,296 7,699
SEI INVT CO PA PV $0.01 11,340 13,917
SEMPRA 30,488 29,743
SGS SA ADR 2,826 2,760
SHELL PLC 6,616 8,357
SHERWIN WILLIAMS 15,354 18,402
SHIMANO INC 5,539 5,520
SHOALS TECHNOLOGIES 3,427 3,372
SHOPIFY INC CL A 17,348 22,981
SILICON LABS INC 7,900 8,333
SMARTSHEET 5,574 5,356
SMC CORP JAPAN 3,310 4,165
SNAP ON INC COM 2,852 4,044
SODEXO ADR 2,235 2,725
SOMPO HOLDINGS, INC 4,300 5,012
SONOCO PRODUCTS CO 2,581 2,570
SPLUNK INC 5,944 7,770
SPROUT SOCIAL INC REG 5,878 5,407
STAG INDUSTRIALS, INC. 3,275 3,180
STARBUCKS CORP 46,144 50,021
STATE STREET CORP 18,584 19,442
STIFEL FINANCIAL CORP 3,955 3,803
STRYKER CORP 24,581 28,748
SUMMIT MATLS INC 6,985 11,615
SUNCOR ENERGY INC 20,356 19,641
SUPER MICRO COMPUTER INC 4,480 5,685
SUZUKI MOTOR CORP SHS 2,371 3,066
SVENSKA HANDELSBANKEN AB 1,870 2,175
SYNOPSYS INC 2,842 5,149
SYSCO CORPORATION 21,266 21,281
TAIWAN S MANUFCTRING ADR 6,589 8,008
TARGET CORP 13,599 15,809
TE CONNECTIVITY LTD 10,123 11,240
TECHTARGET INC 5,806 2,336
TESLA INC 58,416 67,338
TEXAS INSTRUMENTS 17,177 18,921
TEXTRON INC 12,229 14,958
THE MOSAIC COMPANY 9,901 6,467
THE SCOTTS MIRACLE GRO 4,530 2,231
THERMO FISHER SCIENTIFIC 78,548 90,765
THERMON GROUP HLDGS INC 4,269 7,426
TIMKEN COMPANY 2,446 2,966
TJX COS INC NEW 33,406 52,346
T-MOBILE US INC SHS 12,668 14,430
TRAVELERS COS INC 3,643 4,000
TRINET GROUP INC CALIF 1,960 2,498
UBER TECHNOLOGIES INC 12,121 18,102
UNILEVER PLC NEW ADR 7,443 8,048
UNION PACIFIC CORP 15,996 16,948
UNITED BKSHRS INC W.V. 4,105 4,694
UNITED PARCEL SVC CL B 27,730 27,515
UNITEDHEALTH GROUP INC 40,101 64,229
UNIVERSAL HEALTH SVCS B 9,904 13,567
UOL GROUP LTD SPON ADR 3,069 3,190
US BANCORP 14,348 14,845
VARONIS SYSTEMS INC SHS 2,170 2,943
VAXCYTE INC 3,682 5,024
VENTAS INC 4,613 3,638
VERALTO CORP 11,624 11,763
VERISIGN INC 15,935 15,859
VERISK ANALYTICS INC 29,835 37,979
VERIZON COMMUNICATNS COM 21,408 18,662
VERTEX PHARMCTLS INC 15,144 30,924
VIPER ENERGY INC 11,829 12,207
VIRIDIAN THERAPEUTICS 3,388 2,352
VISA INC CL A SHRS 99,749 158,553
VORNADO REALTY TRUST COM 4,283 4,916
W W GRAINGER INCORP 6,825 22,375
WALMART INC 39,255 44,930
WEBSTER FINL CP PV $0.01 2,956 2,589
WELLS FARGO & CO 51,143 56,012
WESBANCO INC 3,272 2,949
WESCO INTERNATIONAL INC 6,002 7,477
WHEATON PRECIOUS METALS 13,953 16,282
WILLIAMS COMPANIES DEL 6,083 6,130
WILLIS TOWERS WATSON PLC 8,503 9,407
WINGSTOP INC 3,651 8,211
WOLVERINE WORLD WIDE 2,482 1,529
WOODWARD INC 6,055 9,801
WORKDAY INC CL A 22,534 29,814
XCEL ENERGY INC 8,634 8,296
XYLEM INC SHS 21,225 28,247
YUM BRANDS INC 6,318 12,805
YUM CHINA HOLDINGS INC 13,036 14,299
ZIMMER BIOMET HOLDI 12,892 13,630
ZOETIS INC 48,604 56,053
ZURN ELKAY WATER 7,242 7,970
ARK INNOVATION ETF 411,874 507,884
GLOBAL X URANIUM ETF 30,010 39,431
INVESCO S&P 500 EQUAL 35,960 36,491
INVESCO S&P MIDCAP 77,975 313,527
INVESCO S&P MIDCAP VALUE 50,698 138,586
ISHARES US AEROSPACE ETF 31,842 40,006
MATERIALS SELECT SECTOR 37,601 38,493
PIMCO INFLATION RESPONSE 133,809 122,601
REAL ESTATE SELECT 41,675 40,020
SHARES MSCI EAFE 212,160 224,091
SHARES RS 2000 GROWTH 157,567 407,335
SHARES RS 2000 VALUE 200,429 196,492
SHARES RUSSELL 1000 664,509 1,711,707
SHARES RUSSELL 3000 410,720 450,029
SHARES RUSSELL MIDCAP 167,927 506,489
SPDR BLACKSTONE SENIOR 46,646 45,578
SPDR BLOOMBERG 9,628 9,596
SPDR GOLD TRUST 28,533 35,175
SPDR S P METALS MINING 36,366 42,001
SPDR S&P GLOBAL NATURAL 39,303 37,106
SPDR SAND P OIL & GAS 36,527 36,007
SPROTT ETF TR GOLD 37,517 35,605
VANECK AGRIBUSINESS ETF 43,909 35,652
VANECK OIL SERVICES ETF 32,417 36,214
VANECK RARE EARTH/ 48,072 34,030
BLACKSTONE REAL ESTATE 320,281 339,436
STARWOOD REAL ESTATE 294,364 265,863

TY 2023 LegalFeesSchedule
Name:
MET FOUNDATION INC
EIN:
35-1995120
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 23,202 0   23,202


TY 2023 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 416,654 671,929 462,286


TY 2023 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 530 530   0


TY 2023 OtherIncomeSchedule2
Name:
MET FOUNDATION INC
EIN:
35-1995120
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
CLASS ACTION PROCEEDS 241 241 241


TY 2023 OtherIncreasesSchedule
Name:
MET FOUNDATION INC
EIN:
35-1995120
Description Amount
COST BASIS ADJUSTMENTS 47,782


TY 2023 OtherProfessionalFeesSchedule
Name:
MET FOUNDATION INC
EIN:
35-1995120
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT ADVISORY FEES 71,607 71,607   0


TY 2023 TaxesSchedule
Name:
MET FOUNDATION INC
EIN:
35-1995120
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ESTIMATED NET INVESTMENT TAX 1,000 0   0
FOREIGN DIVIDEND TAX 2,172 2,172   0