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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
METZNER FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)500 W SUPERIOR ST 2109
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHICAGO, IL60654
A Employer identification number

36-4264868
B Telephone number (see instructions)

(312) 222-9838
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$9,016,155J 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 56,659 56,659  
4 Dividends and interest from securities... 138,552 138,552  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 0
b Gross sales price for all assets on line 6a 700,000
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 195,211 195,211  
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).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
7,983 3,992   3,991
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
6,553 6,553   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
3,245 931   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
1,206 0   1,206
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 18,987 11,476   5,197
25 Contributions, gifts, grants paid....... 351,313 351,313
26 Total expenses and disbursements. Add lines 24 and 25 370,300 11,476   356,510
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -175,089
b Net investment income (if negative, enter -0-) 183,735
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 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............. 36,102 31,012 31,012
2 Savings and temporary cash investments......... 196,888 717,137 717,137
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.......... 5,158 7,035 7,035
10a Investments—U.S. and state government obligations (attach schedule) 299,925 Click to see attachment
List of Attached Documents:
// Content
299,925 		299,757
b Investments—corporate stock (attach schedule)....... 1,358,962 Click to see attachment
List of Attached Documents:
// Content
1,358,020 		7,294,497
c Investments—corporate bonds (attach schedule)....... 1,365,901 Click to see attachment
List of Attached Documents:
// Content
672,677 		666,320
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
0 		Click to see attachment
List of Attached Documents:
// Content
397 		Click to see attachment
List of Attached Documents:
// Content
397
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,262,936 3,086,203 9,016,155
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........ 1,045,148 1,045,148
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 2,217,788 2,041,055
29 Total net assets or fund balances (see instructions)..... 3,262,936 3,086,203
30 Total liabilities and net assets/fund balances (see instructions). 3,262,936 3,086,203
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
3,262,936
2
Enter amount from Part I, line 27a .....................
2
-175,089
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
3,087,847
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
1,644
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
3,086,203
Form 990-PF (2024)
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 SECURITIES P    
b
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 700,000   700,000 0
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       0
b
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 0
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 2,554
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 2,554
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 2,554
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 7,035
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 7,035
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 4,481
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow4,481 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
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 arrowIL
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 2024 or the taxable year beginning in 2024? 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 arrowSCOTT JOHNSON Telephone no.right arrow (312) 222-9838

Located atright arrow500 W SUPERIOR ST APT 2109CHICAGOIL ZIP+4right arrow60654
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 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)
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
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)
 
No
(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
 
 
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 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.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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
 
No
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
JOAN S HENSON VICE PRESIDENT
1.00 		0 0 0
1349 MCDANIELS AVENUE
HIGHLAND PARK,IL60035
MARK J METZNER PRESIDENT
2.00 		0 0 0
3 LAKEWOOD DRIVE
GLENCOE,IL60022
GARY F METZNER SECRETARY
1.00 		0 0 0
500 W SUPERIOR ST NO 2109
CHICAGO,IL60654
SCOTT JOHNSON ASSISTANT TREASURER
2.00 		0 0 0
500 W SUPERIOR ST NO 2109
CHICAGO,IL60654
DAVID B METZNER TREASURER
1.00 		0 0 0
676 DEERPATH DR
DEERFIELD,IL60015
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 (2024)
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 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 (2024)
Form 990-PF (2024)
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
8,122,392
b
Average of monthly cash balances.......................
1b
642,725
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
8,765,117
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
8,765,117
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
131,477
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
8,633,640
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
431,682
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
431,682
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
2,554
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,554
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
429,128
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
429,128
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
429,128
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
356,510
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
356,510
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 429,128
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 326,827
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 356,510
a Applied to 2023, but not more than line 2a 326,827
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 2024 distributable amount..... 29,683
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		399,445
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 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
Form 990-PF (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 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
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)
aPaid during the year

AIDS FOUNDATION

200 W MONROE ST SUITE 1150
CHICAGO,IL60606 		N/A PC UNRESTRICTED CHARITABLE CONTRIBUTION 10,560

ALZHEIMER'S ASSOCIATION

225 N MICHIGAN AVE
CHICAGO,IL60601 		N/A PC UNRESTRICTED CHARITABLE CONTRIBUTION 10,000

AMERICAN CANCER SOOCIETY

1 E WACKER DR SUITE 1500
CHICAGO,IL60601 		N/A PC UNRESTRICTED CHARITABLE CONTRIBUTION 100

AMERICAN HEART ASSOCIATION

300 S RIVERSIDE PLAZA
CHICAGO,IL60606 		N/A PC UNRESTRICTED CHARITABLE CONTRIBUTION 100

AMERICAN RED CROSS

2200 W HARRISON ST
CHICAGO,IL60612 		N/A PC UNRESTRICTED CHARITABLE CONTRIBUTION 100

ANDERSON RANCH ARTS

5263 OWL CREEK RD
SNOWMASS,CO81615 		N/A PC UNRESTRICTED CHARITABLE CONTRIBUTION 6,000

ANTI-DEFAMATION LEAGUE

605 THIRD AVENUE
NEW YORK,NY10158 		N/A PC UNRESTRICTED CHARITABLE CONTRIBUTION 3,000

ARIZONA THEATRE COMPANY

PO BOX 619
PHOENIX,AZ85001 		N/A PC UNRESTRICTED CHARITABLE CONTRIBUTION 5,000

ART ENCOUNTER

927 NOYES ST
EVANSTON,IL60201 		N/A PC UNRESTRICTED CHARITABLE CONTRIBUTION 1,000

ART INSTITUTE MUSEUM

159 E MONROE ST
CHICAGO,IL60603 		N/A PC UNRESTRICTED CHARITABLE CONTRIBUTION 25,500

ART INSTITUTE OF CHICAGO

111 S MICHIGAN AVE
CHICAGO,IL60603 		N/A PC UNRESTRICTED CHARITABLE CONTRIBUTION 210

ARTS ALLIANCE ILLINOIS

200 W MADISON STREET 3RD FLOOR
CHICAGO,IL60606 		N/A PC UNRESTRICTED CHARITABLE CONTRIBUTION 1,022

ARTS CLUB OF CHICAGO

201 E ONTARIO ST
CHICAGO,IL60611 		N/A PC UNRESTRICTED CHARITABLE CONTRIBUTION 7,500

BIRTHRIGHT ISRAEL

PO BOX 21615
NEW YORK,NY10087 		N/A PC UNRESTRICTED CHARITABLE CONTRIBUTION 1,000

BOYS AND GIRLS CLUBS OF TUCSON

PO BOX 40217
TUCSON,AZ85717 		N/A PC UNRESTRICTED CHARITABLE CONTRIBUTION 1,000

CAMP FOR ALL KIDS

PO BOX 50194
ST LOUIS,MO63105 		N/A PC UNRESTRICTED CHARITABLE CONTRIBUTION 3,900

CHIARTS

PO BOX 772076
CHICAGO,IL60677 		N/A PC UNRESTRICTED CHARITABLE CONTRIBUTION 10,000

CHICAGO ARTIST COALITION

2130 W FULTON STREET
CHICAGO,IL60612 		N/A PC UNRESTRICTED CHARITABLE CONTRIBUTION 5,000

CHICAGO BOTANIC GARDENS

1000 LAKE COOK RD
GLENCOE,IL60022 		N/A PC UNRESTRICTED CHARITABLE CONTRIBUTION 1,625

CHICAGO HOUSE

2229 S MICHIGAN AVE SUITE 304
CHICAGO,IL60616 		N/A PC UNRESTRICTED CHARITABLE CONTRIBUTION 2,500

CHICAGO INTERNATIONAL FILM FESTIVAL

212 W VAN BUREN ST STE 400
CHICAGO,IL60607 		N/A PC UNRESTRICTED CHARITABLE CONTRIBUTION 2,500

CHICAGO PUBLIC SCHOOLS LIVES

42 W MADISON ST
CHICAGO,IL60602 		N/A PC UNRESTRICTED CHARITABLE CONTRIBUTION 1,023

COLUMBIA COLLEGE

600 S MICHIGAN AVE SUITE 400
CHICAGO,IL60605 		N/A PC UNRESTRICTED CHARITABLE CONTRIBUTION 14,629

DEPAUL ART MUSEUM

1 E JACKSON
CHICAGO,IL60604 		N/A PC UNRESTRICTED CHARITABLE CONTRIBUTION 5,500

DESIGN MUSEUM OF CHICAGO

108 N STATE ST
CHICAGO,IL60602 		N/A PC UNRESTRICTED CHARITABLE CONTRIBUTION 2,500

DOCTORS WITHOUT BORDERS

40 RECTOR STREET 16TH FLOOR
NEW YORK,NY10006 		N/A PC UNRESTRICTED CHARITABLE CONTRIBUTION 5,000

DRIEHAUS MUSEUM

50 EAST ERIE STREET
CHICAGO,IL60611 		N/A PC UNRESTRICTED CHARITABLE CONTRIBUTION 25,000

EDGAR MILLAR LEGACY

PO BOX 578692
CHICAGO,IL60657 		N/A PC UNRESTRICTED CHARITABLE CONTRIBUTION 2,603

EXPERIMENTAL STATION

6100 S BLACKSTONE AVE
CHICAGO,IL60637 		N/A PC UNRESTRICTED CHARITABLE CONTRIBUTION 1,000

FROM THE HEART (MAGGIE MINER FILM)

1013 HARBOR BLVD 53
OXNARD,CA93035 		N/A   UNRESTRICTED CHARITABLE CONTRIBUTION 2,500

GOODMAN THEATRE

170 N DEARBORN ST
CHICAGO,IL60601 		N/A PC UNRESTRICTED CHARITABLE CONTRIBUTION 10,000

HOWARD BROWN CLINIC

1025 W SUNNYSIDE AVE
CHICAGO,IL60640 		N/A PC UNRESTRICTED CHARITABLE CONTRIBUTION 10,000

HUMAN RIGHTS WATCH INC

350 FIFTH AVE 34TH FLOOR
NEW YORK,NY10118 		N/A PC UNRESTRICTED CHARITABLE CONTRIBUTION 5,000

IL HOLOCAUST MUSEUM

9603 WOODS DRIVE
SKOKIE,IL60077 		N/A PC UNRESTRICTED CHARITABLE CONTRIBUTION 1,000

INDIANA UNIVERSITY FOUNDATION

PO BOX 500
BLOOMINGTON,IN47402 		N/A PC UNRESTRICTED CHARITABLE CONTRIBUTION 5,000

INTONATION MUSIC WORKS

4434 LAKE PARK AVE STE 110
CHICAGO,IL60653 		N/A PC UNRESTRICTED CHARITABLE CONTRIBUTION 1,037

JEWISH FEDERATION OF CHICAGO

30 S WELLS ST
CHICAGO,IL60606 		N/A PC UNRESTRICTED CHARITABLE CONTRIBUTION 15,000

JEWISH FEDERATION OF SOUTHERN AZ

3718 E RIVER RD STE 100
TUCSON,AZ85718 		N/A PC UNRESTRICTED CHARITABLE CONTRIBUTION 1,000

JEWISH UNITED FUND - JUF

30 S WELLS ST
CHICAGO,IL60606 		N/A PC UNRESTRICTED CHARITABLE CONTRIBUTION 5,000

JOFFREY BALLET

JOFFREY TOWER 10 E RANDOLPH ST
CHICAGO,IL60601 		N/A PC UNRESTRICTED CHARITABLE CONTRIBUTION 5,000

LAMDA LEGAL

120 WALL STREET 19TH FLOOR
NEW YORK,NY10005 		N/A PC UNRESTRICTED CHARITABLE CONTRIBUTION 1,500

LES TURNER ALS FOUNDATION

5550 W TOUHY AVENUE SUITE 302
SKOKIE,IL600773254 		N/A PC UNRESTRICTED CHARITABLE CONTRIBUTION 3,000

LOOKINGGLASS THEATER

3320 W FOSTER 102
CHICAGO,IL60625 		N/A PC UNRESTRICTED CHARITABLE CONTRIBUTION 5,000

LYRIC OPERA OF CHICAGO

20 NORTH WACKER DRIVE SUITE 860
CHICAGO,IL60606 		N/A PC UNRESTRICTED CHARITABLE CONTRIBUTION 250

MARCH OF DIMES

1126 S 70TH STE S221A
MILWAUKEE,WI53214 		N/A PC UNRESTRICTED CHARITABLE CONTRIBUTION 100

MASSACHUSETTS INSTITUTE OF TECHNOLOGY

600 MEMORIAL DR W98-200
CAMBRIDGE,MA02139 		N/A PC UNRESTRICTED CHARITABLE CONTRIBUTION 1,500

MISHKAN CHICAGO

4001 N RAVENSWOOD AVE STE 101
CHICAGO,IL60613 		N/A PC UNRESTRICTED CHARITABLE CONTRIBUTION 1,026

MONASTRY FOUNDATION

6901 S DORCHESTER AVE
CHICAGO,IL60637 		N/A PF UNRESTRICTED CHARITABLE CONTRIBUTION 10,000

MUSEUM OF CONTEMPORARY ART

220 E CHICAGO AVE
CHICAGO,IL60611 		N/A PC UNRESTRICTED CHARITABLE CONTRIBUTION 25,000

NATIONAL PUBLIC HOUSING MUSEUM

625 NORTH KINGSBURY STREET
CHICAGO,IL60654 		N/A PC UNRESTRICTED CHARITABLE CONTRIBUTION 5,000

NORTH SHORE CONGREGATION ISRAEL - NSCI

1185 SHERIDAN RD
GLENCOE,IL60022 		N/A PC UNRESTRICTED CHARITABLE CONTRIBUTION 6,370

OX-BOW SCHOOL OF ART

3435 RUPPRECHT WAY
SAUGATUCK,MI49453 		N/A PC UNRESTRICTED CHARITABLE CONTRIBUTION 500

RAVINIA FESTIVAL DEVELOPMENT

418 SHERIDAN ROAD
HIGHLAND PARK,IL60035 		N/A PC UNRESTRICTED CHARITABLE CONTRIBUTION 11,000

RENAISSANCE SOCIETY

5811 SOUTH ELLIS AVENUE
CHICAGO,IL60637 		N/A PC UNRESTRICTED CHARITABLE CONTRIBUTION 5,700

SOCIETY FOR CONTEMPORARY ART - ART INSTITUTE CHICAGO

111 S MICHIGAN AVE
CHICAGO,IL60603 		N/A PC UNRESTRICTED CHARITABLE CONTRIBUTION 2,000

ST BALDIRICK'S FOUNDATION

1333 SOUTH MAYFLOWER AVENUE SUITE
400
MONROVIA,CA91016 		N/A PC UNRESTRICTED CHARITABLE CONTRIBUTION 200

STEPPENWOLF THEATER

1700 N HALSTED ST
CHICAGO,IL60614 		N/A PC UNRESTRICTED CHARITABLE CONTRIBUTION 250

THE ARK

6450 N CALIFORNIA AVE
CHICAGO,IL60645 		N/A PC UNRESTRICTED CHARITABLE CONTRIBUTION 30,100

THE ARTS COUNCIL (ARTADIAORG)

45 MAIN ST 515
BROOKLYN,NY11201 		N/A PC UNRESTRICTED CHARITABLE CONTRIBUTION 1,550

THIRD COAST PERCUSSION

4045 N ROCKWELL ST UNIT 301
CHICAGO,IL60618 		N/A PC UNRESTRICTED CHARITABLE CONTRIBUTION 2,658

TWIST OUT CANCER

PO BOX 427
VILLANOVA,PA19085 		N/A PC UNRESTRICTED CHARITABLE CONTRIBUTION 5,000

UNITED REHABILITATION SERVICES

4710 OLD TROY PIKE
DAYTON,OH45424 		N/A PC UNRESTRICTED CHARITABLE CONTRIBUTION 1,000

US HOLOCAUST MEMORIAL MUSEUM

100 RAOUL WALLENBERG PLACE SW
WASHINGTON,DC02002 		N/A PC UNRESTRICTED CHARITABLE CONTRIBUTION 1,000

WALKER ARTS CENTER

725 VINELAND AVE
MINNEAPOLIS,MN55403 		N/A PC UNRESTRICTED CHARITABLE CONTRIBUTION 3,000

WATERWELL

519 W 135TH ST
NEW YORK,NY10031 		N/A PC UNRESTRICTED CHARITABLE CONTRIBUTION 5,000

WEIZMANN-ACWIS

633 THIRD AVENUE 20TH FL
NEW YORK,NY10017 		N/A PC UNRESTRICTED CHARITABLE CONTRIBUTION 2,000

WRITER'S THEATER

321 PARK AVE
GLENCOE,IL60022 		N/A PC UNRESTRICTED CHARITABLE CONTRIBUTION 5,000

WTTW

5400 N ST LOUIS AVE
CHICAGO,IL60625 		N/A PC UNRESTRICTED CHARITABLE CONTRIBUTION 1,200
Total .................................right arrow 3a 351,313
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
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
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 56,659  
4 Dividends and interest from securities ....     14 138,552  
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    
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) .. 0 195,211 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
195,211
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
METZNER FAMILY FOUNDATION
EIN:
36-4264868
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 7,983 3,992   3,991

TY 2024 InvestmentsCorpBondsSchedule
Name:
METZNER FAMILY FOUNDATION
EIN:
36-4264868
Name of Bond End of Year Book Value End of Year Fair Market Value
COLGATE-PALMOLIVE CO MEDIUM 101,456 101,096
MERCK & CO INC DTD 02/10/2015 98,918 99,810
PACCAR FINANCIAL CORP MEDIUM 99,815 99,408
STONE RIDGE H/Y REIN RSK-M 72,496 65,517
UNITEDHEALTH GROUP INC DTD 100,203 99,586
PEPSICO INC DTD 4.550 % 99,634 100,220
DEERE JOHN CAPITAL CORP MEDIUM 100,155 100,683

TY 2024 InvestmentsCorpStockSchedule
Name:
METZNER FAMILY FOUNDATION
EIN:
36-4264868
Name of Stock End of Year Book Value End of Year Fair Market Value
ALLSTATE 43,016 154,232
ALPHABET INC 77,048 285,660
AMAZON 76,712 307,146
AMERICAN EXPRESS 37,331 207,753
APPLE 41,546 701,176
BLACKSTONE INC 65,583 103,452
CANADIAN PACIFIC RAILWAY 36,134 93,864
CARRIER GLOBAL 5,451 30,717
CHEVRON 51,499 101,388
CITIGROUP 38,720 56,312
COCA COLA 26,277 74,712
COMCAST 31,779 135,108
COSTCO 21,644 549,762
DANAHER CORP 34,152 275,460
DEERE & CO 23,657 296,590
DOMINION ENERGY 34,314 43,088
DUPONT DE NEMOURS 21,395 32,559
EXXON MOBIL 53,208 69,921
FISERV INC 22,263 513,550
HOME DEPOT 45,556 466,788
INTL FLAVORS & FRAGRANCES 33,003 28,662
JOHNSON & JOHNSON 26,469 72,310
JPMORGAN CHASE 38,620 215,739
MCDONALDS 18,967 173,934
META PLATFORMS 71,612 234,204
MICROSOFT CORP 40,515 632,250
NATIONAL GRID 35,302 43,555
NESTLE 39,648 71,488
NOVARTIS 31,585 68,117
OTIS WORLDWIDE 8,172 20,837
PROCTER & GAMBLE 1,643 83,825
QUALCOMM 29,936 122,896
SCHLUMBERGER 41,652 19,170
STARBUCKS 3,360 228,125
THERMO FISHER 27,772 416,184
TRUST FINANCIAL CORP 30,730 43,380
UNILEVER 33,400 56,700
ZOETIS 40,166 211,809
RTX CORPORATION 18,183 52,074

TY 2024 InvestmentsGovtObligationsSch
Name:
METZNER FAMILY FOUNDATION
EIN:
36-4264868
US Government Securities - End of Year Book Value:

299,925
US Government Securities - End of Year Fair Market Value:

299,757
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2024 OtherAssetsSchedule
Name:
METZNER FAMILY FOUNDATION
EIN:
36-4264868
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
RECEIVABLES   397 397


TY 2024 OtherDecreasesSchedule
Name:
METZNER FAMILY FOUNDATION
EIN:
36-4264868
Description Amount
BROKER ADJUSTMENT TO BASIS 1,644


TY 2024 OtherExpensesSchedule
Name:
METZNER FAMILY FOUNDATION
EIN:
36-4264868
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BANK FEES 1,180 0   1,180
IL FILING FEES 26 0   26


TY 2024 OtherProfessionalFeesSchedule
Name:
METZNER FAMILY FOUNDATION
EIN:
36-4264868
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT FEES 6,553 6,553   0


TY 2024 TaxesSchedule
Name:
METZNER FAMILY FOUNDATION
EIN:
36-4264868
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
IRS TAX PAYMENTS 2,314 0   0
FOREIGN TAXES PAID 931 931   0