TY 2024 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

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

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

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

OMB No. 1545-0047

2024

Open to Public Inspection

For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024

Name of foundation
METRO HEALTH FOUNDATION

Number and street (or P.O. box number if mail is not delivered to street address)44744 HELM STREET
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
PLYMOUTH, MI48170

A Employer identification number

38-2100939

B Telephone number (see instructions)

(313) 965-4220

C If exemption application is pending, check here right arrow

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

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

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

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

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

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

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

$7,413,281J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)	(a) Revenue and expenses per books		(b) Net investment income	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .............
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	154,127		154,127
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		376,540
b	Gross sales price for all assets on line 6a 1,047,712
7	Capital gain net income (from Part IV, line 2)...			376,540
8	Net short-term capital gain.........
9	Income modifications...........
10a	Gross sales less returns and allowances
b	Less: Cost of goods sold....
c	Gross profit or (loss) (attach schedule).....
11	Other income (attach schedule).......
12	Total. Add lines 1 through 11........	530,667		530,667
13	Compensation of officers, directors, trustees, etc.	42,194		8,439	33,755
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......	6,034		1,207	4,827
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......	List of Attached Documents: // Content	50,526	50,526
c	Other professional fees (attach schedule)....	List of Attached Documents: // Content	17,019	3,480	13,539
17	Interest...............
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	8,500	8,500
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......	6,705		1,198	5,507
22	Printing and publications..........	3,163		653	2,510
23	Other expenses (attach schedule).......	List of Attached Documents: // Content	41,958	36,762	5,196
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	176,099		110,765	65,334
25	Contributions, gifts, grants paid.......	280,056			280,056
26	Total expenses and disbursements. Add lines 24 and 25	456,155		110,765	345,390
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	74,512
b	Net investment income (if negative, enter -0-)			419,902
c	Adjusted net income (if negative, enter -0-)...

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2024)

Form 990-PF (2024)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............		-6
	2	Savings and temporary cash investments.........	189,962	198,887	198,887
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	5	Grants receivable.................
	6	Receivables due from officers, directors, trustees, and other
		disqualified persons (attach schedule) (see instructions).....
	7	Other notes and loans receivable (attach schedule)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)
	b	Investments—corporate stock (attach schedule).......	3,757,587	List of Attached Documents: // Content 3,843,538	3,843,538
	c	Investments—corporate bonds (attach schedule).......	1,806,441	List of Attached Documents: // Content 1,961,735	1,961,735
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	1,345,182	List of Attached Documents: // Content 1,409,121	1,409,121
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	7,099,172	7,413,275	7,413,281
	17	Accounts payable and accrued expenses..........
	18	Grants payable.................
	19	Deferred revenue.................
	20	Loans from officers, directors, trustees, and other disqualified persons
	21	Mortgages and other notes payable (attach schedule)......
	22	Other liabilities (describe )
	23	Total liabilities (add lines 17 through 22).........		0
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........	7,099,172	7,413,275
	25	Net assets with donor restrictions............
		Foundations that do not follow FASB ASC 958, check here
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........
	27	Paid-in or capital surplus, or land, bldg., and equipment fund
	28	Retained earnings, accumulated income, endowment, or other funds
	29	Total net assets or fund balances (see instructions).....	7,099,172	7,413,275
	30	Total liabilities and net assets/fund balances (see instructions).	7,099,172	7,413,275

Part III

Analysis of Changes in Net Assets or Fund Balances

Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............

7,099,172

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

74,512

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

List of Attached Documents:

// Content

239,591

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

7,413,275

Decreases not included in line 2 (itemize) right arrow

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

7,413,275

Form 990-PF (2024)

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 INVESTMENTS	P	2024-01-01	2024-12-31
b
c
d
e

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	1,047,712	671,172	376,540
b
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			376,540
b
c
d
e

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	376,540
3	Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
	If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0- in Part I, line 8 ...................		3	376,540

Part V

Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)

1a	Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	5,837
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
3	Add lines 1 and 2...........................	3	5,837
4	Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	4
5	Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- .....	5	5,837
6	Credits/Payments:

a	2024 estimated tax payments and 2023 overpayment credited to 2024	6a	6,939
b	Exempt foreign organizations—tax withheld at source......	6b
c	Tax paid with application for extension of time to file (Form 8868)...	6c
d	Backup withholding erroneously withheld ..........	6d

7	Total credits and payments. Add lines 6a through 6d..............		7	6,939
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. List of Attached Documents: // Content		8	13
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	1,089
11	Enter the amount of line 10 to be: Credited to 2025 estimated tax1,089	Refunded	11

Form 990-PF (2024)

Page 4

Part VI-A

Statements Regarding Activities

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

Yes

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

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

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

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

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

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

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

(1) On the foundation. right arrow

$ (2) On foundation managers. right arrow

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

on foundation managers. right arrow

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

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

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

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

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

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

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

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

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

By language in the governing instrument, or

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

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

Yes

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

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

Yes

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

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

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

Yes

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

or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.

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

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

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

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

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

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

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

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

Yes

Website address right arrow

METROHEALTHFDN.ORG

The books are in care of right arrow

FINANCIAL ONE INC Telephone no. right arrow

(734) 453-8804

Located at right arrow

44744 HELM STPLYMOUTHMI ZIP+4 right arrow

48170

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

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

16 At any time during calendar year 2024, 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 (2024)

Page 5

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required

File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.

Yes

During the year did the foundation (either directly or indirectly):

(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........

1a(1)

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

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

1a(2)

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

1a(3)

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

1a(4)

Yes

(5) Transfer any income or assets to a disqualified person (or make any of either available

for the benefit or use of a disqualified person)? ......................

1a(5)

(6) Agree to pay money or property to a government official? (Exception. Check "No"

if the foundation agreed to make a grant to or to employ the official for a period

after termination of government service, if terminating within 90 days.) ...............

1a(6)

If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations

section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........

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

Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,

that were not corrected before the first day of the tax year beginning in 2024? .............

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

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

At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d

and 6e) for tax year(s) beginning before 2024?....................

If "Yes," list the years right arrow

20, 20, 20, 20

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

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

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

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

20, 20, 20, 20

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

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

If "Yes," did it have excess business holdings in 2024 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 2024.) .....................

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

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

charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..

Form 990-PF (2024)

Page 6

Part VI-B

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

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

Yes

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

5a(1)

(2) Influence the outcome of any specific public election (see section 4955); or to carry

on, directly or indirectly, any voter registration drive? ....................

5a(2)

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

5a(3)

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

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

5a(4)

(5) Provide for any purpose other than religious, charitable, scientific, literary, or

educational purposes, or for the prevention of cruelty to children or animals? .............

5a(5)

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Part VII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors

1 List all officers, directors, trustees, foundation managers and their compensation. See instructions

(a) Name and address	(b) Title, and average hours per week devoted to position	(c) Compensation (If not paid, enter -0-)	(d) Contributions to employee benefit plans and deferred compensation
RUTH KALENIECKI	FORMER EXECU 40.00	33,644	881
44744 HELM STREET PLYMOUTH,MI48170	FORMER EXECU 40.00	33,644	881
JESSICA BROWN	INTERIM EXEC 5.00	8,550	0
44744 HELM STREET PLYMOUTH,MI48170	INTERIM EXEC 5.00	8,550	0
RICHARD TEETS PHD	PRESIDENT 2.00	0	0
44744 HELM STREET PLYMOUTH,MI48170	PRESIDENT 2.00	0	0
CHERYL L CHANDLER	VICE PRESIDE 1.00	0	0
44744 HELM STREET PLYMOUTH,MI48170	VICE PRESIDE 1.00	0	0
RAYMOND COCHRAN CPA	TREASURER 2.00	0	0
44744 HELM STREET PLYMOUTH,MI48170	TREASURER 2.00	0	0
JUDITH A BEAN PHD	TRUSTEE 1.00	0	0
44744 HELM STREET PLYMOUTH,MI48170	TRUSTEE 1.00	0	0
VALERIE HEROD BELAY	TRUSTEE 1.00	0	0
44744 HELM STREET PLYMOUTH,MI48170	TRUSTEE 1.00	0	0
LAURA J CHAMPAGNE	TRUSTEE 1.00	0	0
44744 HELM STREET PLYMOUTH,MI48170	TRUSTEE 1.00	0	0
MARK R LEZOTTE	TRUSTEE 1.00	0	0
44744 HELM STREET PLYMOUTH,MI48170	TRUSTEE 1.00	0	0
MADIHA TARIQ MPH	TRUSTEE 1.00	0	0
44744 HELM STREET PLYMOUTH,MI48170	TRUSTEE 1.00	0	0

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


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









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

Form 990-PF (2024)

Page 7

Part VII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)

3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000	(b) Type of service	(c) Compensation
NONE

Total number of others receiving over $50,000 for professional services............. right arrow

Part VIII-A

Summary of Direct Charitable Activities

List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.	Expenses
1


2


3


4

Part VIII-B

Summary of Program-Related Investments (see instructions)

Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.	Amount
1	N/A
2


All other program-related investments. See instructions.
3

Total. Add lines 1 through 3......................... right arrow

Form 990-PF (2024)

Page 8

Part IX

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

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

purposes:

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

7,276,510

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

26,072

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

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

7,302,582

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

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

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

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

7,302,582

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

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

109,539

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

7,193,043

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

359,652

Part X

Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow

and do not complete this part.)

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

359,652

Tax on investment income for 2024 from Part V, line 5 .......

5,837

Income tax for 2024. (This does not include the tax from Part V.) ...

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

5,837

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

353,815

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

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

353,815

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

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

353,815

Part XI

Qualifying Distributions (see instructions)

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

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

345,390

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

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

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

Amounts set aside for specific charitable projects that satisfy the:

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

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

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

345,390

Form 990-PF (2024)

Page 9

Part XII

Undistributed Income (see instructions)

		(a) Corpus	(d) 2024
1 Distributable amount for 2024 from Part X, line 7			353,815
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......
b Total for prior years:20 , 20, 20
3 Excess distributions carryover, if any, to 2024:
a From 2019......	15,723
b From 2020......	65,721
c From 2021......
d From 2022......
e From 2023......	376,993
f Total of lines 3a through e ........		458,437
4Qualifying distributions for 2024 from Part
XI, line 4: $ 345,390
a Applied to 2023, but not more than line 2a
b Applied to undistributed income of prior years (Election required—see instructions).....
c Treated as distributions out of corpus (Election required—see instructions)........
d Applied to 2024 distributable amount.....			345,390
e Remaining amount distributed out of corpus
5 Excess distributions carryover applied to 2024.		8,425	8,425
(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		450,012
b Prior years’ undistributed income. Subtract line 4b from line 2b ..........
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......
d Subtract line 6c from line 6b. Taxable amount —see instructions ...........
e Undistributed income for 2023. Subtract line 4a from line 2a. Taxable amount—see instructions .............
f Undistributed income for 2024. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2025 ..........			0
7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) (Election may be required - see instructions) .......
8 Excess distributions carryover from 2019 not applied on line 5 or line 7 (see instructions) ...		7,298
9 Excess distributions carryover to 2025. Subtract lines 7 and 8 from line 6a ......		442,714
10 Analysis of line 9:
a Excess from 2020....	65,721
b Excess from 2021....
c Excess from 2022....
d Excess from 2023....	376,993
e Excess from 2024....

Form 990-PF (2024)

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 2024, enter the date of the ruling ...... right arrow

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

2a Enter the lesser of the adjusted net income from Part I or the minimum investment return from Part IX for each year listed ..........	Tax year	Prior 3 years			(e) Total
	(a) 2024	(b) 2023	(c) 2022	(d) 2021	(e) Total

b 85% (0.85) of line 2a .........
c Qualifying distributions from Part XI, line 4 for each year listed .....
d Amounts included in line 2c not used directly for active conduct of exempt activities ..........
e Qualifying distributions made directly for active conduct of exempt activities. Subtract line 2d from line 2c ....
3 Complete 3a, b, or c for the alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......
(2) Value of assets qualifying under section 4942(j)(3)(B)(i)
b “Endowment" alternative test— enter 2/3 of minimum investment return shown in Part IX, line 6 for each year listed ..
c “Support" alternative test—enter:
(1) Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) ....
(2) Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)....
(3) Largest amount of support from an exempt organization
(4) Gross investment income

Part XIV

Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)

1Information Regarding Foundation Managers:

aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)

bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.

2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:

Check here right arrow

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

aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:

JESSICA BROWN EXECUTIVE DIRECTOR
44744 HELM ST
PLYMOUTH,MI48170
(313) 859-0929

bThe form in which applications should be submitted and information and materials they should include:

ALL FUNDING REQUESTS WILL BE DISCUSSED WITH FOUNDATION STAFF PRIOR TO PREPARATION AND SUBMISSION OF GRANT REQUESTS. FOUNDATION STAFF WILL DETERMINE IF A GRANT REQUEST LETTER OR FULL GRANT APPLICATION IS REQUIRED. THE FOUNDATION HAS SPECIFIC GRANT LETTER AND GRANT APPLICATION FORMATS. IN ADDITION TO COMPLETING THE REQUIRED REQUEST DOCUMENT, GRANTSEEKERS WILL BE ASKED TO PROVIDE A COPY OF THEIR CURRENT IRS DETERMINATION LETTER INDICATING IRS 501 (C)(3) TAX-EXEMPT STATUS; A LIST OF BOARD OF DIRECTORS, WITH AFFILIATIONS; THE ORGANIZATION'S CURRENT ANNUAL OPERATING BUDGET, INCLUDING EXPENSES AND REVENUE; MOST RECENT ANNUAL FINANCIAL STATEMENTS (INDEPENDENTLY AUDITED, IF AVAILABLE; IF NOT AVAILABLE THEY SHOULD ATTACH A COPY OF THEIR MOST RECENT COMPLETED IRS FORM 990); LETTERS OF SUPPORT SHOULD VERIFY PROJECT NEED AND COLLABORATION WITH OTHER ORGANIZATIONS, IF AVAILABLE.

cAny submission deadlines:

DEADLINES FOR SUBMITTING GRANT APPLICATIONS ARE FEBRUARY 1 AND AUGUST 1

dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:

GRANTS ARE MADE TO ORGANIZATIONS WITH PROGRAMS SERVING RESIDENTS OF THE DETROIT, MICHIGAN METROPOLITAN AREA (WAYNE, OAKLAND AND MACOMB COUNTIES). THERE WILL BE NO GRANTS HIGHER THAN 50,000; NO GRANTS WILL BE MADE TO MUNICIPALITIES, OTHER GOVERNMENTAL DEPARTMENTS OR FUNDS (EXCEPT BY SPECIFIC ACTION). BRICK AND MORTAR GRANTS ARE DISCOURAGED. HOWEVER, MHF WILL CONSIDER REQUESTS FOR INITIATIVES THAT WILL HELP AN ORGANIZATION BUILD ITS CAPACITY, INCLUDING SUCH THINGS AS NEW EQUIPMENT, FACILITY RENOVATIONS, TECHNOLOGY, NEW HEALTH CENTER ACCESS POINTS, ETC. MHF WILL NOT PROVIDE LOANS; SUPPORT RELIGIOUS ORGANIZATIONS; INDULGE IN LOBBYING; OR SUPPORT ORGANIZATIONS WHICH DISCRIMINATE BECAUSE OF AGE, RACE, ETHNIC ORIGIN, RELIGION, SEXUAL ORIENTATION, GENDER IDENTITY, DISABILITY, OR SEX.

Form 990-PF (2024)

Page 11

Part XIV

Supplementary Information (continued)

3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient	If recipient is an individual, show any relationship to any foundation manager or substantial contributor	Foundation status of recipient	Purpose of grant or contribution	Amount
Name and address (home or business)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
BALDWIN CENTER INC PO BOX 420700 PONTIAC,MI48342	NONE	PC	SUPPORT THRIVING FAMILIES PROGRAM	10,000
CAMP FIRE SOUTHEAST MICHIGAN 9750 MILFORD ROAD HOLLY,MI48442	NONE	PC	W WAYNE/DWN RIVER HEALTHY SAFETY NET	10,000
FREE CLINICS OF MICHIGAN 100 PINE ST STE 175 ZEELAND,MI49464	NONE	PC	CAPACITY & SUCCESSION PLANNING	10,000
MICHIGAN ADVOCACY PROGRAM 15 S WASHINGTON ST YPSILANTI,MI48197	NONE	PC	MI ELDER JUSTICE INITIATIVE	30,000
MICHIGAN PRIMARY CARE ASSOCIATION 7215 WESTSHIRE DR CHIGACO,IL60677	NONE	PC	MATCHING - AMERICORPS AT FQHCS	50,000
PRESBYTERIAN VILLAGES OF MICHIGAN FOUNDATION 25200 TELEGRAPH RD STE 4 SOUTHFIELD,MI48033	NONE	PC	CAPITAL EXPENSES WESTLAND PACE	50,000
LINC UP NONPROFIT HOUSING CORP 1167 MADISON AVE SE GRAND RAPIDS,MI49507	NONE	PC	COEFFECTIVE'S WARM REFERRAL NETWORK	50,000
FOCUSING PHILANTHROPY 1637 16TH STREET SANTA MONICA,CA90404	NONE	PC	VISION TO LEARN - EYE EXAMS & GLASSE	50,000
DETROIT EDUCATIONAL TV FOUNDATION 1 CLOVER CT WIXOM,MI48393	NONE	PC	RETURN UNSPENT HEALTH DISPARARITIES	-428
WAYNE STATE UNIVERSITY PO BOX 02788 DETROIT,MI48202	NONE	PC	HEALTH EQUITY PROJECT PROMOTION	14,718
EXPONENT PHILANTHROPY 1720 N ST NW 4TH FLOOR WASHINGTON,DC20036	NONE	PC	SUPPORT ANNUAL MEMBERSHIP	830
COUNCIL OF MICHIGAN FOUNDATIONS 3101 EAST GRAND BLVD STE 300 DETROIT,MI48202	NONE	PC	SUPPORT ANNUAL MEMBERSHP	2,350
STREET OUTREACH TEAMS C/O FORT ST PRESBYTERIAN CHURCH 631 W FORT STREET DETROIT,MI48226	NONE	PC	CAPACITY BUILDING	2,116
MALTA DENTAL AND MEDICAL CENTER 10301 WOODWARD AVE DETROIT,MI48202	NONE	PC	MATCHING GIFT	220
MICHIGAN LEAGUE FOR PUBLIC POLICY 1223 TURNER ST STE G1 LANSING,MI48906	NONE	PC	SUPPORT ANNUAL MEMBERSHIP	250
Total ................................. 3a				280,056

bApproved for future payment

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

Form 990-PF (2024)

Page 12

Part XV-A

Analysis of Income-Producing Activities

Enter gross amounts unless otherwise indicated.	Unrelated business income		Excluded by section 512, 513, or 514		(e) Related or exempt function income (See instructions.)
1Program service revenue:	(a) Business code	(b) Amount	(c) Exclusion code	(d) Amount	(e) Related or exempt function income (See instructions.)
a
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments ....
3 Interest on savings and temporary cash investments ...........
4 Dividends and interest from securities ....			14	154,127
5 Net rental income or (loss) from real estate:
aDebt-financed property......
bNot debt-financed property.....
6 Net rental income or (loss) from personal property
7 Other investment income .....
8 Gain or (loss) from sales of assets other than inventory ............			18	376,540
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) ..				530,667

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

530,667

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

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See instructions.)

Form 990-PF (2024)

Page 13

Part XVI

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

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

Yes

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

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

1a(1)

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

1a(2)

Other transactions:

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

1b(1)

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

1b(2)

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

1b(3)

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

1b(4)

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

1b(5)

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

1b(6)

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

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

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

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

If "Yes," complete the following schedule.

(a) Name of organization	(b) Type of organization	(c) Description of relationship

Sign Here

Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

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

Form 990-PF (2024)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2024 AccountingFeesSchedule

Name:

METRO HEALTH FOUNDATION

EIN:

38-2100939

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
INDIRECT ACCOUNTING FEES	50,526	50,526

- TIN:

TY 2024 InvestmentsCorpBondsSchedule

Name:

METRO HEALTH FOUNDATION

EIN:

38-2100939

Name of Bond	End of Year Book Value	End of Year Fair Market Value
AMAZON.COM, INC.	48,710	48,710
AMERICAN EXPRESS COMPANY	99,622	99,622
BANK OF AMERICA CORP	73,807	73,807
BP CAPITAL MARK	78,208	78,208
CATERPILLAR FINL	101,030	101,030
CISCO SYSTEMS, IN	100,630	100,630
CITIGROUP INC.
COLGATE-PALMOLIVE	96,497	96,497
ELI LILLY & CO	126,991	126,991
GENERAL DYNAMICS	97,672	97,672
GILEAD SCIENCES	99,877	99,877
GOLDMAN SACHS GROUP INC
INTEL CORP	99,644	99,644
INTERNTNL BUSINE	98,882	98,882
JP MORGAN CHASE
MASTERCARD INC	98,911	98,911
MITSUBISHI
MORGAN STANLEY	124,066	124,066
NORTHERN TRUST CORP	98,466	98,466
NVIDIA CORP
QUALCOMM INC	72,812	72,812
RAYTHEON TECHNOLOGY
ROYAL BANK OF CANADA	123,456	123,456
STRYKER CORP
THE HOME DEPOT	124,479	124,479
TOYOTA MOTOR CR	99,696	99,696
TWDC ENTERPRISES	98,279	98,279
VERIZON COMMUNIC
WALT DISNEY CO

- TIN:

TY 2024 InvestmentsCorpStockSchedule

Name:

METRO HEALTH FOUNDATION

EIN:

38-2100939

Name of Stock	End of Year Book Value	End of Year Fair Market Value
3M CO
ALPHABET INC	113,580	113,580
AMAZON.COM INC	109,695	109,695
AMERICAN EXPRESS CO	83,101	83,101
AMERISAFE INC
APA CORP	48,720	48,720
APACHE CORP
APPLE INC	252,924	252,924
ARTISAN PARTNERS ASSET M	7,319	7,319
AT & T CORP
AUTOMATIC DATA PROCESSING	46,837	46,837
BANK OF AMERICA CORP	85,263	85,263
BJS WHOLESALE CLUB HOLDINGS	18,764	18,764
BLACKROCK INC NEW	89,185	89,185
BOA 7.25% SR L 7.25% PFD	18,289	18,289
BOEING CO	66,375	66,375
BORGWARNER INC	16,531	16,531
BROADCOM INC	46,368	46,368
BROOKFIELD RENEWABLE	4,979	4,979
CARLISLE COMPANIES INC	24,712	24,712
CHAMPIONX CORP
CHEVRON CORP NEW	42,004	42,004
CHURCH & DWIGHT INC	14,659	14,659
CISCO SYSTEMS INC
CLIMB GLOBAL SOLUTIONS I	10,774	10,774
COSTCO WHSL CORP NEW	100,790	100,790
COTERRA ENERGY INC	28,860	28,860
CURTISS WRIGHT CORP	33,713	33,713
CVS HEALTH CORP	32,321	32,321
DEVON ENERGY CORP NEW	12,928	12,928
DIAMONDBACK ENERGY INC	22,936	22,936
DISNEY WALT CO	53,448	53,448
DOMINION ENERGY INC
DOVER CORP	60,970	60,970
DOW INC
DYCOM INDS INC	33,071	33,071
EAST WEST BANCORP	26,813	26,813
ENERSYS
EVEREST REINSURANCE GR F	24,285	24,285
EXLSERVICE HLDGS INC	27,516	27,516
FORD MTR CO DEL	7,673	7,673
GENTHERM INC	17,567	17,567
GLOBAL PMTS INC	22,412	22,412
HAGERTY INC	13,993	13,993
HEALTHEQUITY INC	30,704	30,704
HILLENBRAND INC
HOME DEPOT INC	70,018	70,018
IDEX CORP	20,720	20,720
ILLINOIS TOOL WKS INC	58,319	58,319
INTER PARFUMS INC
INTERFACE INC	23,620	23,620
JOHNSON & JOHNSON
JPMORGAN CHASE & CO	124,649	124,649
KADANT INC	22,424	22,424
KIMBERLY CLARK CORP	35,381	35,381
KINDER MORGAN
L3HARRIS TECHNOLOGIES IN	58,878	58,878
LANTHEUS HLDGS INC	18,787	18,787
LEIDOS HLDGS INC	30,253	30,253
LINDE PLC	102,574	102,574
LKQ CORPORATION
LYONDELLBASELL INDUSTR F	17,825	17,825
MARRIOTT VACATION WORLDWIDE
MARVELL TECHNOLOGY INC	106,032	106,032
MASTERCARD INC	121,111	121,111
MERIT MED SYS INC	31,918	31,918
MICROCHIP TECHNOLOGY INC	29,822	29,822
MICROSOFT CORP	181,245	181,245
MUELLER INDS INC	29,363	29,363
NEW YORK CMNTY BANCORP
NIKE INC CLASS B	35,565	35,565
NORDSON CORP	12,554	12,554
NVIDIA CORP	73,860	73,860
OMNICOM GROUP INC	30,974	30,974
OPTION CARE HEALTH INC
PALO ALTO NETWORKS INC	30,569	30,569
PEPSICO INC	39,536	39,536
PFIZER INC	23,612	23,612
PLANET FITNESS INC	19,774	19,774
PROSPERITY BANCSHARES IN	17,331	17,331
RAMBUS INC DEL	22,201	22,201
REGAL REXNORD CORP	15,513	15,513
RPM INTL INC	17,228	17,228
SITEONE LANDSCAPE SUPPLY	12,650	12,650
SKYWORKS SOLUTIONS INC	20,840	20,840
SS&C TECHNOLOGIES HLDGS	25,007	25,007
STANDEX INTL CORP	28,049	28,049
STARBUCKS CORP	43,800	43,800
STEEL DYNAMICS INC	18,251	18,251
STRYKER CORP	75,611	75,611
SURGERY PARTNERS INC	20,112	20,112
SYNOPSYS INC	31,548	31,548
TECHTARGET INC NEW	15,856	15,856
THERMO FISHER SCIENTIFIC	88,439	88,439
TOAST INC	16,403	16,403
TRACTOR SUPPLY CO	26,530	26,530
UBER TECHNOLOGIES INC	40,414	40,414
UNITED PARCEL SVC INC	17,024	17,024
UNITEDHEALTH GROUP INC	101,172	101,172
UNIVERSAL HEALTH SVCS IN	18,480	18,480
VAIL RESORTS INC.
VERIZON COMMUNICATIONS I	22,594	22,594
VERTEX INC	25,075	25,075
WALGREENS BOOTS
WATERS CORP	23,001	23,001
WELLS FARGO & C 7.5% PFD	11,943	11,943
WELLS FARGO & CO	54,085	54,085
WINTRUST FINL CORP	34,919	34,919

- TIN:

TY 2024 InvestmentsOtherSchedule2

Name:

METRO HEALTH FOUNDATION

EIN:

38-2100939

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
ALERIAN MLP INDEX ETN	FMV	14,755	14,755
FIRST TRUST INTERNET	FMV	255,329	255,329
GLOBAL X US PREFERRED	FMV	7,511	7,511
HANNON ARMSTRONG SUS	FMV	7,512	7,512
ISHARES MSCI GERMANY	FMV	23,865	23,865
REALTY INCOME CORP	FMV	18,694	18,694
SPDR S&P BIOTECH ETF IV	FMV	64,843	64,843
SPDR S&P KENSHO CLEAN	FMV	35,731	35,731
STARWOOD PPTY TR INC	FMV	19,898	19,898
VANGUARD ALL WORLD	FMV	844,501	844,501
VANGUARD EMERGING MARKET	FMV	31,048	31,048
VANGUARD PACIFIC	FMV	39,072	39,072
VANGUARD SHORT-TERM BOND	FMV	46,362	46,362

- TIN:

TY 2024 OtherExpensesSchedule

Name:

METRO HEALTH FOUNDATION

EIN:

38-2100939

Description	Revenue and Expenses per Books	Net Investment Income	Disbursements for Charitable Purposes
EXPENSES
INVESTMENT FEES	35,457	35,457
OFFICE SUPPLIES	894	183	711
SUBSCRIPTIONS	270	54	216
TELEPHONE	474	95	379
INSURANCE	4,863	973	3,890

- TIN:

TY 2024 OtherIncreasesSchedule

Name:

METRO HEALTH FOUNDATION

EIN:

38-2100939

Description	Amount
UNREALIZED GAINS	239,591

- TIN:

TY 2024 OtherProfessionalFeesSchedule

Name:

METRO HEALTH FOUNDATION

EIN:

38-2100939

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
INDIRECT OTHER PROFESSIONAL FEES	17,019	3,480		13,539

- TIN:

TY 2024 TaxesSchedule

Name:

METRO HEALTH FOUNDATION

EIN:

38-2100939

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
INDIRECT TAXES/LICENSES	8,500	8,500