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
MET FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)8224 MEADOWBROOK DRIVE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
INDIANAPOLIS, IN46240
A Employer identification number

35-1995120
B Telephone number (see instructions)

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

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$28,528,509J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 329,863 329,863  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,380,093
b Gross sales price for all assets on line 6a 4,381,628
7 Capital gain net income (from Part IV, line 2)... 1,380,093
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
5,000 0  
12 Total. Add lines 1 through 11........ 1,714,956 1,709,956  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
5,853 0   5,853
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
31,225 0   31,225
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
83,283 83,283   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
26,335 2,335   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
647 647   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 147,343 86,265   37,078
25 Contributions, gifts, grants paid....... 995,714 995,714
26 Total expenses and disbursements. Add lines 24 and 25 1,143,057 86,265   1,032,792
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 571,899
b Net investment income (if negative, enter -0-) 1,623,691
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............. 978 1,094 1,094
2 Savings and temporary cash investments......... 796,059 731,793 731,793
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 0 Click to see attachment
List of Attached Documents:
// Content
992,587 		1,010,678
b Investments—corporate stock (attach schedule)....... 9,805,244 Click to see attachment
List of Attached Documents:
// Content
9,246,087 		25,131,374
c Investments—corporate bonds (attach schedule)....... 1,024,359 Click to see attachment
List of Attached Documents:
// Content
1,043,321 		1,035,031
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
671,929 		Click to see attachment
List of Attached Documents:
// Content
871,929 		Click to see attachment
List of Attached Documents:
// Content
618,539
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 12,298,569 12,886,811 28,528,509
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........ 12,298,569 12,886,811
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 12,298,569 12,886,811
30 Total liabilities and net assets/fund balances (see instructions). 12,298,569 12,886,811
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
12,298,569
2
Enter amount from Part I, line 27a .....................
2
571,899
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
16,343
4
Add lines 1, 2, and 3 ..........................
4
12,886,811
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
12,886,811
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 CAPITAL GAINS DIVIDENDS P    
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 4,381,486   3,001,535 1,379,951
b 142     142
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       1,379,951
b       142
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 1,380,093
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 22,569
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 22,569
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 22,569
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 28,919
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 28,919
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 6,350
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow6,350 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 arrowIN
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 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 arrowFAEGRE DRINKER BIDDLE REATH LLP Telephone no.right arrow (317) 237-0300

Located atright arrow300 N MERIDIAN ST SUITE 2500INDIANAPOLISIN ZIP+4right arrow46204
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 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)
Yes
 
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 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
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
SUSAN M TOLBERT DIRECTOR/PRESIDENT/TREASURER
10.00 		0 0 0
300 N MERIDIAN ST 2500
INDIANAPOLIS,IN46204
DOUGLAS S MCVIE DIRECTOR/VICE PRESIDENT
10.00 		0 0 0
300 N MERIDIAN ST 2500
INDIANAPOLIS,IN46204
ALEXANDER S MCVIE DIRECTOR/SECRETARY
10.00 		0 0 0
300 N MERIDIAN ST 2500
INDIANAPOLIS,IN46204
BETH JOHNSON DIRECTOR
10.00 		0 0 0
300 N MERIDIAN ST 2500
INDIANAPOLIS,IN46204
GEOFF MCVIE DIRECTOR
10.00 		0 0 0
300 N MERIDIAN ST 2500
INDIANAPOLIS,IN46204
GREG MCVIE DIRECTOR
10.00 		0 0 0
300 N MERIDIAN ST 2500
INDIANAPOLIS,IN46204
ALEX TOLBERT DIRECTOR
10.00 		0 0 0
300 N MERIDIAN ST 2500
INDIANAPOLIS,IN46204
BRIAN TOLBERT DIRECTOR
10.00 		0 0 0
300 N MERIDIAN ST 2500
INDIANAPOLIS,IN46204
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (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
MERRILL LYNCH - SEARLES AKERS WEALTH INVESTMENT MANAGEMENT 83,283
510 EAST 96TH STREET SUITE 500
INDIANAPOLIS,IN46240
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (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
27,453,308
b
Average of monthly cash balances.......................
1b
882,010
c
Fair market value of all other assets (see instructions)................
1c
618,539
d
Total (add lines 1a, b, and c).........................
1d
28,953,857
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
28,953,857
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
434,308
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
28,519,549
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,425,977
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
1,425,977
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
22,569
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
22,569
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,403,408
4
Recoveries of amounts treated as qualifying distributions................
4
5,000
5
Add lines 3 and 4............................
5
1,408,408
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
1,408,408
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
1,032,792
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
1,032,792
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 1,408,408
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 992,714
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$ 1,032,792
a Applied to 2023, but not more than line 2a 992,714
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..... 40,078
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 .......... 		1,368,330
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).)
SUSAN M TOLBERT
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow 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

ALZHEIMERS ASSOCIATION

225 N MICHIGAN AVE FL 17
CHICAGO,IL60601 		N/A PC GENERAL RESEARCH 9,000

AMERICAN BRAIN TUMOR ASSOCIATION

8550 W BRYN MAWR SUITE 550
CHICAGO,IL60631 		N/A PC GENERAL OPERATIONS 5,000

AMERICAN NATIONAL RED CROSS

444 N SHERMAN STREET
DENVER,CO80203 		N/A PC DISASTER (INCLUDING HOME FIRES) FINANCIAL ASSISTANCE 7,000

ARIZONA LAND AND WATER TRUST

5049 E BROADWAY BLVD SUITE 117
TUCSON,AZ85711 		N/A PC GENERAL OPERATIONS 65,000

BIG BROTHERS BIG SISTERS OF MIDDLE TENNESSEE

1704 CHARLOTTE AVE 130
NASHVILLE,TN37203 		N/A PC GENERAL OPERATIONS 10,000

BOY SCOUTS OF AMERICA - DENVER AREA COUNCIL

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

BOY SCOUTS OF AMERICA

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

BOYS & GIRLS CLUBS OF INDIANAPOLIS INC

ENGLISH FOUNDATION BUILDING 615
ALABAMA STREET SUITE 400
INDIANAPOLIS,IN46204 		N/A PC GENERAL OPERATIONS - ANNUAL FUND 2,500

BROOKE'S PLACE FOR GRIEVING YOUNG PEOPLE

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

CATHOLIC CHARITIES AND COMMUNITY SERVICES OF THE ARCHDIOCESE OF DEN

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

CHARLES A TINDLEY CHARTER SCHOOL

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

CHILDRENS MUSEUM OF INDIANAPOLIS INCORPORATED

3000 N MERIDIAN ST
INDIANAPOLIS,IN46208 		N/A PC GENERAL OPERATING - GUILD 2,500

CLEMSON UNIVERSITY FOUNDATION

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

CLEVELAND CLINIC

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

COALITION FOR SONORAN DESERT PROTECTION

738 N 5TH AVE SUITE 205
TUCSON,AZ85705 		N/A PC GENERAL OPERATIONS; 8K FOR DESERT FENCEBUSTERS ONLY 85,000

COLORADO FOURTEENERS INITIATIVE

1526 COLE BLVD SUITE 130
LAKEWOOD,CO80401 		N/A PC GENERAL OPERATIONS 3,500

COLORADO HEADWATERS LAND TRUST

52 1ST ST
GRANBY,CO80446 		N/A PC GENERAL OPERATIONS 1,000

COLORADO MOUNTAIN BIKE ASSOCIATION

13433 W SARATOGA DRIVE
MORRISON,CO80465 		N/A PC GENERAL OPERATIONS 5,000

COLORADO MOUNTAIN CLUB

710 10TH ST STE 20
GOLDEN,CO80401 		N/A PC OUTDOOR RECREATION EDUCATION AND CONSERVATION 2,000

CONNER PRAIRIE MUSEUM INC

13400 ALLISONVILLE RD
FISHERS,IN46038 		N/A PC MISSION IMPACT FUND (GENERAL OPERATIONS) 5,000

CROSS ANCHOR MINISTRIES

PO BOX 1269
GREENWOOD,SC29648 		N/A PC GENERAL OPERATIONS 6,000

CROSS POINT COMMUNITY CHURCH

299 COWAN STREET
NASHVILLE,TN37221 		N/A PC GENERAL OPERATIONS - GENERAL GIVING 10,000

CROWN HILL HERITAGE FOUNDATION

700 W 38TH STREET
INDIANAPOLIS,IN46208 		N/A PC GENERAL OPERATIONS - ARBOR PROGRAM 5,000

DEFENDERS OF WILDLIFE

1130 17TH STREET NW
WASHINGTON,DC20036 		N/A PC PROTECTING ENDANGERED SPECIES & HABITATS IN ARIZONA - NO SALARIES 10,000

DENVER RESCUE MISSION

6100 SMITH ROAD
DENVER,CO802164631 		N/A PC GENERAL OPERATIONS 7,000

ENSWORTH SCHOOL

7401 HIGHWAY 100
NASHVILLE,TN37221 		N/A PC THE ENSWORTH FUND 5,000

FEED MY STARVING CHILDREN

700 KETCH DRIVE
NAPLES,FL34103 		N/A PC MOBILEPACK FOOD PACKING 5,000

FIRST BAPTIST CHURCH OF INDIANAPOLIS

8600 N COLLEGE AVE
INDIANAPOLIS,IN46240 		N/A PC FIRST BAPTIST ATHLETICS CAPITAL CAMPAIGN - ATHLETICS CAPITAL 2,500

FIRST BAPTIST CHURCH OF INDIANAPOLIS

8600 N COLLEGE AVE
INDIANAPOLIS,IN46240 		N/A PC FIRST BAPTIST ATHLETICS PROGRAM - CAPITAL 5,000

FOOD BANK OF THE ROCKIES

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

FORD WILSON RACING CHAMPIONS INC

4800 WEST 96TH STREET
INDIANAPOLIS,IN46268 		N/A PC GENERAL OPERATIONS 2,500

FRIENDS OF THE LITTLETON LIBRARY AND MUSEUM

6014 S DATURA ST
LITTLETON,CO80120 		N/A SO III GENERAL OPERATIONS 3,071

GIFFORDS LAW CENTER TO PREVENT GUN VIOLENCE

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

GONZAGA UNIVERSITY

502 E BOONE AVE
SPOKANE,WA99258 		N/A PC FUND FOR GONZAGA 5,000

GOODWILL FOUNDATION OF CENTRAL & SOUTHERN INDIANA

1635 W MICHIGAN ST
INDIANAPOLIS,IN46222 		N/A PC GENERAL OPERATIONS - ANNUAL FUND 1,000

GOODWILL FOUNDATION OF CENTRAL & SOUTHERN INDIANA

1635 W MICHIGAN ST
INDIANAPOLIS,IN46222 		N/A PC ANNUAL FUND - GENERAL OPERATIONS 4,000

GREENWOOD PATHWAY HOUSE

208 PANOLA AVE
GREENWOOD,SC29646 		N/A PC GENERAL OPERATIONS 10,000

HABITAT FOR HUMANITY OF GREATER NASHVILLE

414 HARDING PLACE SUITE 100
NASHVILLE,TN37211 		N/A PC GENERAL OPERATIONS - HABITAT FALL 2024 HOME BUILD 10,000

HEADWATERS TRAILS ALLIANCE

PO BOX 946
GRANBY,CO80446 		N/A PC GENERAL OPERATIONS 5,000

HEARTLAND FILM FESTIVAL

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

HERITAGE MUSEUM & GARDENS

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

INDIANAPOLIS GARDEN CLUB

PO BOX 90227
INDIANAPOLIS,IN462900227 		N/A PC GARDEN WALK 2025 5,000

INDIANAPOLIS MOTOR SPEEDWAY MUSEUM

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

INDIANAPOLIS MUSEUM OF ART INC

4000 MICHIGAN ROAD
INDIANAPOLIS,IN46208 		N/A PC ORNAMENTAL GARDENS 5,000

INTERFAITH DENTAL CLINIC

600 HILL AVENUE SUITE 101
NASHVILLE,TN37210 		N/A PC GENERAL OPERATIONS - BERNARD HEALTH 1,000

JAMES WHITCOMB RILEY MEMORIAL ASSOCIATION

RILEY CHILDRENS FOUNDATION500 N
MERIDIAN SUITE 100
INDIANAPOLIS,IN46204 		N/A PC HEARTLAND NUTRITION MATCH, SUPPORTING MENTAL HEALTH FOR INDIANA YOUTH, CAPITAL CAMPAIGN 5,000

LEAGUE OF WOMEN VOTERS EDUCATION FUND

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

MILE HIGH UNITED WAY

711 PARK AVENUE WEST
DENVER,CO802052891 		N/A PC GENERAL OPERATIONS 9,000

MOORINGS PRESBYTERIAN CHURCH

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

NAPLES BOTANICAL GARDEN

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

NATIONAL INSTITUTE FOR COMMUNITY INC

175 S HIGHPOINT DRIVE
ROMEOVILLE,IL60446 		N/A PC CASA DE LUZ 2,000

NATIONAL PARKS CONSERVATION ASSOCIATION

777 6TH ST NW STE 700
WASHINGTON,DC200013723 		N/A PC GENERAL OPERATIONS - SOUTHWEST REGION - AZ ONLY 15,000

NATIONAL SKI PATROL SYSTEM INC

133 S VAN GORDON STREET SUITE 100
LAKEWOOD,CO80439 		N/A PC GENERAL OPERATIONS 3,000

NATIONAL SPORTS CENTER FOR THE DISABLED

1801 MILE HIGH STADIUM CIRCLE
DENVER,CO80204 		N/A PC GENERAL OPERATIONS 37,000

NORTHERN JAGUAR PROJECT

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

OCEANA COUNTY COMMUNITY FOUNDATION

PO BOX 902 388 S HANCOCK ST
PENTWATER,MI49449 		N/A PC GENERAL OPERATIONS 5,000

PARK TUDOR SCHOOL

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

PARK TUDOR SCHOOL

7200 NORTH COLLEGE AVE
INDIANAPOLIS,IN46240 		N/A PC GENERAL OPERATIONS - ANNUAL FUND 7,500

PARK TUDOR SCHOOL

7200 NORTH COLLEGE AVE
INDIANAPOLIS,IN46240 		N/A PC GENERAL OPERATIONS 30,000

PATAGONIA AREA RESOURCE ALLIANCE

317 MCKEOWN AVE PO BOX 1044
PATAGONIA,AZ85624 		N/A PC GENERAL OPERATIONS 5,000

PENROD ARTS SOCIETY

PO BOX 6491 DEPT 337
INDIANAPOLIS,IN462066491 		N/A PC PENROD - 2024 GENERAL OPERATIONS 5,000

PENROD ARTS SOCIETY

PO BOX 6491 DEPT 337
INDIANAPOLIS,IN462066491 		N/A PC RONAN JOHNSON 2,500

PENTWATER HISTORICAL SOCIETY

PO BOX 54 85 S RUTLEDGE
PENTWATER,MI49449 		N/A PC GENERAL OPERATIONS - CAPITAL CAMPAIGN 1,000

PENTWATER HISTORICAL SOCIETY

PO BOX 54 85 S RUTLEDGE
PENTWATER,MI49449 		N/A PC CAPITAL CAMPAIGN - FUNDRAISING EVENT 3,000

PENTWATER HISTORICAL SOCIETY

PO BOX 54 85 S RUTLEDGE
PENTWATER,MI49449 		N/A PC CAPITAL CAMPAIGN 9,000

PENTWATER VOLUNTEER FIRE DEPARTMENT

6690 N RIDGE RD
PENTWATER,MI49449 		N/A GOV SAFETY OPERATIONS - PROVIDE FIRE SAFETY FOR SCHOOL CHILDREN. 1,000

PENTWATER VOLUNTEER FIRE DEPARTMENT

6690 N RIDGE RD
PENTWATER,MI49449 		N/A GOV PROVIDE FIRE SAFETY FOR SCHOOL CHILDREN 2,500

PLANNED PARENTHOOD OF THE ROCKY MOUNTAINS

7155 E 38TH AVE
DENVER,CO80207 		N/A PC GENERAL OPERATIONS 10,500

RANDOM ACTS OF FLOWERS

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

RANDOM ACTS OF FLOWERS

1057 E 54TH ST SUITE F
INDIANAPOLIS,IN46220 		N/A PC GENERAL OPERATIONS - ANNUAL GIFT 5,000

RED PINE CAMP

8531 RED PINE RD
WOODRUFF,WI54568 		N/A PC RESIDENTIAL SUMMER GIRLS CAMP (TRADITIONAL) 5,000

REGIS JESUIT HIGH SCHOOL

6400 S LEWISTON WAY
AURORA,CO80016 		N/A PC GENERAL OPERATIONS 5,000

REGIS JESUIT HIGH SCHOOL

6400 S LEWISTON WAY
AURORA,CO80016 		N/A PC GENERAL OPERATIONS 30,000

SALVATION ARMY - INTERMOUNTAIN DIVISION

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

SECOND PRESBYTERIAN CHURCH

7700 N MERIDIAN STREET
INDIANAPOLIS,IN46260 		N/A PC GENERAL OPERATIONS 99,572

SERVANTS AT WORK INC

8427 ZIONSVILLE RD
INDIANAPOLIS,IN46268 		N/A PC CONSTRUCTION OF WOODEN WHEELCHAIR RAMPS 3,500

SOUTH METRO LAND CONSERVANCY

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

ST MARY'S ACADEMY

4545 SOUTH UNIVERSITY BLVD
ENGLEWOOD,CO80113 		N/A PC GENERAL OPERATIONS - TUITION ASSISTANCE 30,000

THE CENTRAL INDIANA POLICE FOUNDATION INC

CIPF 1525 SHELBY STREET
INDIANAPOLIS,IN46203 		N/A PC IMPD MOUNTED PATROL BARN - HORSE PATROL 5,000

THE CHALLENGE FOUNDATION

4545 S UNIVERSITY BLVD
ENGLEWOOD,CO80113 		N/A PC GENERAL OPERATIONS 12,000

THE SIERRA CLUB FOUNDATION

2101 WEBSTER STREET SUITE 1250
OAKLAND,CA94612 		N/A PC CAMPAIGN TO PROTECT THE U.S. MEXICO BORDER - AZ PROGRAM ONLY 5,000

TUCSON AUDUBON SOCIETY

300 E UNIVERSITY BLVD SUITE 120
TUCSON,AZ85705 		N/A PC CAVITY-NESTING BIRDS: APPLIED CONSERVATION & RESEARCH - $5K OLYA'S PIPE CAPPING PROGRAM 65,571

UNITED WAY OF CENTRAL INDIANA

2955 N MERIDIAN STREET SUITE 300
INDIANAPOLIS,IN46208 		N/A PC GENERAL OPERATIONS 30,000

UNIVERSITY CLUB FOUNDATION

970 NORTH DELAWARE STREET
INDIANAPOLIS,IN46202 		N/A PC GENERAL OPERATIONS 5,000

UNIVERSITY OF PORTLAND - SCHOOL OF EDUCATION

5000 N WILLAMETTE BLVD
PORTLAND,OR97203 		N/A PC SCHOOL OF EDUCATION 5,000

WABASH COLLEGE

301 W WABASH AVE
CRAWFORDSVILLE,IN47933 		N/A PC GENERAL OPERATIONS - ANNUAL FUND 25,000

WHEELER MISSION MINISTRIES

205 E NEW YORK STREET
INDIANAPOLIS,IN46204 		N/A PC GENERAL OPERATIONS 5,000

WILDEARTH GUARDIANS

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

WILDLANDS NETWORK SOUTHWEST

PO BOX 243
SALT LAKE CITY,UT84110 		N/A PC RESTORING THE U.S. BORDERLANDS REGION AND NORTHERN MEXICO - AZ-NM-MEXICO PROGRAM ONLY - NO SALARIES 12,000

WILLIAMS COLLEGE

75 PARK STREET
WILLIAMSTOWN,MA01267 		N/A PC ALUMNI FUND 30,000

WOODMONT CHRISTIAN CHURCH

3601 HILLSBORO PIKE
NASHVILLE,TN37215 		N/A PC GENERAL OPERATIONS 3,000
Total .................................right arrow 3a 995,714
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 ........... 		         
4 Dividends and interest from securities ....     14 329,863  
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 1,380,093  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aRECOVERIES OF PY GRANTS 		    01 5,000  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 1,714,956 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,714,956
(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:
MET FOUNDATION INC
EIN:
35-1995120
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 31,225 0   31,225

TY 2024 GeneralExplanationAttachment
Name:
MET FOUNDATION INC
EIN:
35-1995120
Identifier Return Reference Explanation
  FORM 990-PF, PART VI-B, LINES 1A(3) AND 1B PART VI-B, LINE 1A(3) HAS BEEN ANSWERED "YES" BECAUSE SUSAN TOLBERT IS A SUBSTANTIAL CONTRIBUTOR TO MET FOUNDATION, INC. AND THEREFORE A DISQUALIFIED PERSON. SHE PROVIDES "SERVICE" TO THE ORGANIZATION BY SERVING ON ITS BOARD. LINE 1B IS ANSWERED "NO" BECAUSE SHE IS NOT COMPENSATED AND THIS SERVICE QUALIFIES UNDER THE EXCEPTIONS DESCRIBED IN REGULATIONS SECTION 53.4941(D)-2(D)(3).

TY 2024 InvestmentsCorpBondsSchedule
Name:
MET FOUNDATION INC
EIN:
35-1995120
Name of Bond End of Year Book Value End of Year Fair Market Value
ABBOTT LABORATORIES GLB 01.150% JAN 30 2028 4,887 4,528
ABBOTT LABORATORIES GLB 02.950% MAR 15 2025 13,035 12,955
AIR PRODUCTS & CHEMICALS GLB 02.050% MAY 15 2030 5,074 4,340
AIR PRODUCTS & CHEMICALS GLB 04.600% FEB 08 2029 15,695 15,924
ALPHABET INC GLB 01.998% AUG 15 2026 17,286 16,366
ALPHABET INC GLB 01.100% AUG 15 2030 4,761 4,158
AMAZON.COM INC GLB 03.600% APR 13 2032 3,890 3,702
AMAZON.COM INC GLB 04.650% DEC 01 2029 19,457 19,119
AMERICAN EXPRESS CO GLB 03.125% MAY 20 2026 7,171 6,857
AMERICAN EXPRESS CO GLB 04.200% NOV 06 2025 7,192 6,984
AMERICAN HONDA FINANCE SER MTN 02.000% MAR 24 2028 20,139 20,121
ANHEUSER-BUSCH INBEV WOR COMPANY GUARNT GLB 04.750% JAN 23 2029 7,852 7,997
APPLE INC GLB 02.450% AUG 04 2026 8,154 7,759
APPLE INC GLB 02.900% SEP 12 2027 4,130 3,847
APPLIED MATERIALS INC GLB 03.300% APR 01 2027 10,588 10,717
ASTRAZENECA FINANCE LLC COMPANY GUARNT GLB 04.850% FEB 26 2029 7,976 8,016
BANK OF NY MELLON CORP SER MTN 03.250% MAY 16 2027 7,851 7,764
BERKSHIRE HATHAWAY ENERG GLB 03.250% APR 15 2028 7,469 7,615
BERKSHIRE HATHAWAY ENERG GLB 04.050% APR 15 2025 7,934 7,986
BHP BILLITON FIN USA LTD COMPANY GUARNT GLB 04.750% FEB 28 2028 16,183 15,968
BLACKROCK INC GLB 02.400% APR 30 2030 4,077 3,553
BP CAP MARKETS AMERICA COMPANY GUARNT 04.234% NOV 06 2028 8,013 7,832
BP CAP MARKETS AMERICA COMPANY GUARNT GLB 04.812% FEB 13 2033 3,991 3,867
BRISTOL-MYERS SQUIBB CO GLB 03.450% NOV 15 2027 7,605 7,776
BRISTOL-MYERS SQUIBB CO GLB 03.400% JUL 26 2029 8,242 8,495
CAMDEN PROPERTY TRUST GLB 05.850% NOV 03 2026 8,049 8,160
CATERPILLAR FINL SERVICE SER MTN GLB 01.100% SEP 14 2027 7,938 8,259
CATERPILLAR INC GLB 01.900% MAR 12 2031 3,910 3,395
CHARLES SCHWAB CORP GLB 03.250% MAY 22 2029 4,099 3,748
CHEVRON CORP GLB 02.954% MAY 16 2026 7,170 6,863
CHUBB INA HOLDINGS LLC COMPANY GUARNT GLB 04.650% AUG 15 2029 16,399 15,943
CISCO SYSTEMS INC GLB 04.850% FEB 26 2029 7,990 8,047
CITIGROUP INC GLB 03.300% APR 27 2025 15,078 14,928
CITIGROUP INC - VAR%MAR 20 2030 4,297 3,819
COCA-COLA CO/THE GLB 02.125% SEP 06 2029 12,334 11,648
COMCAST CORP COMPANY GUARNT 03.300% FEB 01 2027 4,109 3,894
COMCAST CORP COMPANY GUARNT GLB 03.550% MAY 01 2028 7,707 7,680
COMCAST CORP COMPANY GUARNT GLB 03.950% OCT 15 2025 7,138 6,964
COMMONWEALTH EDISON CO 1ST MORTGAGE GLB 03.700% AUG 15 2028 3,967 3,860
CONOCOPHILLIPS COMPANY GUARNT GLB 05.900% OCT 15 2032 4,187 4,229
CONSUMERS ENERGY CO 1ST MORTGAGE GLB 04.650% MAR 01 2028 11,142 10,967
CUMMINS INC GLB 00.750% SEP 01 2025 15,840 15,597
DTE ELECTRIC CO 1ST MORTGAGE SER C 02.625% MAR 01 2031 4,105 3,499
DUKE ENERGY FLORIDA LLC 1ST MORTGAGE GLB 02.500% DEC 01 2029 7,942 8,086
EMERSON ELECTRIC CO - 02.200% DEC 21 2031 4,030 4,202
ENTERPRISE PRODUCTS OPER COMPANY GUARNT 03.125% JUL 31 2029 8,308 8,375
EQUINOR ASA COMPANY GUARNT GLB 01.750% JAN 22 2026 8,055 7,767
EQUINOR ASA COMPANY GUARNT GLB 02.875% APR 06 2025 8,024 7,965
ERP OPERATING LP GLB 04.150% DEC 01 2028 4,036 3,909
EXXON MOBIL CORPORATION GLB 02.275% AUG 16 2026 8,126 7,735
EXXON MOBIL CORPORATION GLB 02.610% OCT 15 2030 4,070 3,564
GENERAL DYNAMICS CORP COMPANY GUARNT GLB 03.750% MAY 15 2028 12,062 11,646
GENERAL DYNAMICS CORP COMPANY GUARNT GLB 03.500% APR 01 2027 10,237 9,783
GOLDMAN SACHS GROUP INC GLB 03.750% MAY 22 2025 7,056 6,974
GOLDMAN SACHS GROUP INC GLB 02.600% FEB 07 2030 6,938 6,201
HOME DEPOT INC GLB 03.350% SEP 15 2025 7,120 6,941
HOME DEPOT INC GLB 03.900% DEC 06 2028 12,082 11,690
HONEYWELL INTERNATIONAL GLB 01.350% JUN 01 2025 7,022 6,909
HONEYWELL INTERNATIONAL GLB 04.875% SEP 01 2029 8,069 8,048
INTEL CORP GLB 02.450% NOV 15 2029 4,108 3,511
JOHN DEERE CAPITAL CORP SER MTN 02.800% SEP 08 2027 3,934 3,833
JPMORGAN CHASE & CO SUBORDINATED GLB VAR%MAY 13 2031 7,111 6,262
KIMBERLY-CLARK CORP GLB 01.050% SEP 15 2027 12,534 12,791
KLA CORP GLB 04.650% JUL 15 2032 4,056 3,914
KLA-TENCOR CORP GLB 04.100% MAR 15 2029 7,673 7,804
LOCKHEED MARTIN CORP GLB 03.550% JAN 15 2026 15,375 14,859
MARSH & MCLENNAN COS INC GLB 04.375% MAR 15 2029 20,122 19,641
MASTERCARD INC GLB 02.000% MAR 03 2025 6,015 5,974
META PLATFORMS INC GLB 04.600% MAY 15 2028 15,725 16,020
NATIONAL RURAL UTIL COOP SER MTN GLB 01.000% JUN 15 2026 7,836 7,593
NEXTERA ENERGY CAPITAL SENIOR UNSECURED NOTE 05.000% JUL 15 2032 3,874 3,937
NEXTERA ENERGY CAPITAL SENIOR UNSECURED NOTE 04.625% JUL 15 2027 8,011 7,989
NEXTERA ENERGY CAPITAL COMPANY GUARNT GLB 01.875% JAN 15 2027 7,881 7,559
NOVARTIS CAPITAL CORP COMPANY GUARNT GLB 03.100% MAY 17 2027 4,129 3,878
NVIDIA CORP GLB 01.550% JUN 15 2028 7,809 8,173
PACCAR FINANCIAL CORP GLB 04.600% JAN 10 2028 16,159 15,970
PEPSICO INC GLB 03.600% FEB 18 2028 7,819 7,781
PEPSICO INC GLB 02.250% MAR 19 2025 7,018 6,966
PEPSICO INC GLB 01.400% FEB 25 2031 4,714 4,082
PFIZER INC GLB 03.600% SEP 15 2028 3,929 3,872
PHILIP MORRIS INTL INC GLB 03.125% MAR 02 2028 3,753 3,805
PHILIP MORRIS INTL INC GLB 00.875% MAY 01 2026 16,813 16,176
PIEDMONT NATURAL GAS CO GLB 03.500% JUN 01 2029 4,161 3,770
PNC FINANCIAL SERVICES GLB 02.600% JUL 23 2026 8,153 7,750
PNC FINANCIAL SERVICES GLB 03.150% MAY 19 2027 7,761 7,718
PROGRESSIVE CORP GLB 02.500% MAR 15 2027 7,600 7,659
PROGRESSIVE CORP GLB 03.000% MAR 15 2032 3,630 3,514
PROLOGIS LP GLB 03.375% DEC 15 2027 14,829 15,480
QUALCOMM INC GLB 03.250% MAY 20 2027 11,800 11,671
REALTY INCOME CORP GLB 03.250% JAN 15 2031 7,333 6,320
REALTY INCOME CORP GLB 00.750% MAR 15 2026 13,900 13,348
RIO TINTO FIN USA PLC COMPANY GUARNT GLB 05.000% MAR 09 2033 4,050 3,997
S&P GLOBAL INC COMPANY GUARNT GLB 02.950% JAN 22 2027 15,532 15,485
SHELL INTERNATIONAL FIN COMPANY GUARNT GLB 02.875% MAY 10 2026 8,174 7,822
SHELL INTERNATIONAL FIN COMPANY GUARNT GLB 03.250% MAY 11 2025 7,048 6,969
SIMON PROPERTY GROUP INC GLB 02.250% JAN 15 2032 3,797 4,150
SIMON PROPERTY GROUP LP GLB 02.450% SEP 13 2029 8,114 8,093
SIMON PROPERTY GROUP LP GLB 03.300% JAN 15 2026 7,147 6,910
STATE STREET CORP GLB 03.550% AUG 18 2025 7,113 6,958
STATE STREET CORP SR SUBORDINATED GLB 02.200% MAR 03 2031 4,919 4,252
SUMITOMO MITSUI FINL GRP SUBORDINATED GLB 02.142% SEP 23 2030 6,649 5,927
TARGET CORP GLB 02.500% APR 15 2026 8,157 7,804
TARGET CORP GLB 03.375% APR 15 2029 8,450 8,542
TARGET CORP GLB 01.950% JAN 15 2027 3,943 3,806
THERMO FISHER SCIENTIFIC GLB 01.750% OCT 15 2028 15,581 16,188
TJX COS INC GLB 01.150% MAY 15 2028 7,762 8,030
TJX COS INC GLB 01.600% MAY 15 2031 4,720 4,090
TORONTO-DOMINION BANK SER MTN GLB 02.800% MAR 10 2027 7,591 7,674
TOTAL CAPITAL INTL SA COMPANY GUARNT GLB 03.455% FEB 19 2029 4,119 3,811
TOYOTA MOTOR CORP GLB 01.339% MAR 25 2026 9,007 8,656
TOYOTA MOTOR CREDIT CORP SER MTN GLB 01.900% JAN 13 2027 7,308 7,588
TOYOTA MOTOR CREDIT CORP SER MTN GLB 02.150% FEB 13 2030 4,048 3,505
TRUIST FINANCIAL CORP SER MTN VAR%JUN 06 2028 7,587 7,855
TRUIST FINANCIAL CORP SER MTN 01.125% AUG 03 2027 7,650 7,287
UNITED PARCEL SERVICE - 03.050% NOV 15 2027 15,452 15,378
UNITED PARCEL SERVICE - 03.400% MAR 15 2029 4,180 3,798
UNITEDHEALTH GROUP INC GLB 03.750% JUL 15 2025 8,119 7,967
UNITEDHEALTH GROUP INC GLB 02.875% AUG 15 2029 4,130 3,677
USD BANK NOVA SCOTIA 1.300% JUN 11 2025 8,014 7,884
VIRGINIA ELEC & POWER CO SER B GLB 03.750% MAY 15 2027 8,007 7,835
VISA INC GLB 03.150% DEC 14 2025 7,147 6,921
WALMART INC GLB 03.900% SEP 09 2025 7,868 7,972
WALT DISNEY COMPANY/THE COMPANY GUARNT GLB 03.700% MAR 23 2027 4,195 3,937
WASTE MANAGEMENT INC COMPANY GUARNT GLB 04.875% FEB 15 2029 19,385 19,091
WELLS FARGO & COMPANY SUBORDINATED SER MTN 04.100% JUN 03 2026 15,505 14,838
ACCRUED INTEREST 0 15,173

TY 2024 InvestmentsCorpStockSchedule
Name:
MET FOUNDATION INC
EIN:
35-1995120
Name of Stock End of Year Book Value End of Year Fair Market Value
AAON INC NEV PV $0.004 4,397 6,355
ABBOTT LABS 12,979 13,460
ABBVIE INC SHS 16,132 22,035
ABERCROMBIE & FITCH CO 3,753 5,082
ACCENTURE PLC SHS 56,281 62,267
ACUITY BRANDS INC 6,557 9,348
ADIDAS AG SPONSORED ADR 1,006 2,314
ADOBE INC SHS 25,272 24,902
ADVANCED ENERGY INDS INC 5,468 7,169
AEROVIRONMENT INC 3,682 5,848
AGILENT TECHNOLOGIES INC 15,163 15,852
AGNICO EAGLE MINES LTD 20,502 25,418
AIR LEASE CORP CL A 4,821 5,448
AIR PRODUCTS&CHEM 30,482 36,255
AIRBNB INC CL A 10,771 10,381
ALBANY INTL CRP NEW CL A 5,915 5,838
ALCON SA ACT NOM 9,254 11,885
ALDEYRA THERAPEUTICS INC 2,968 1,352
ALEXANDRIA REAL EST EQTS REIT 11,789 7,902
ALIBABA GROUP HOLDING LT 15,755 8,479
ALKERMES PLC NEW 2,545 2,790
ALLSTATE CORP DEL COM 13,986 20,821
ALPHABET INC SHS CL A 54,679 102,222
ALPHABET INC SHS CL C 42,684 90,459
AMAZON COM INC COM 77,242 176,170
AMBEV SA SHS ADR 7,707 5,237
AMER EXPRESS COMPANY 11,431 25,227
AMERICAN INTERNATIONAL GROUP INC 43,437 49,286
AMERICAN TOWER REIT INC (HLDG CO) SHS 32,373 26,594
AMPHENOL CORP CL A NEW 30,828 47,157
ANALOG DEVICES INC COM 19,621 26,770
ANTERO RES CORP 4,502 4,276
AON PLC REG SHS 8,125 10,056
APPFOLIO INC SHS CL A 4,611 7,155
APPLE INC 29,342 60,602
APPLIED INDUSTRL TECH 3,220 3,832
ARCELLX INC 2,395 2,761
ARCHROCK INC 6,751 8,089
ARES MANAGEMENT CORP - A 10,963 13,808
ARIS WTR SOLUTIONS INC REG SHS CL A 3,581 4,718
ARK INNOVATION ETF 358,853 453,819
ASML HLDG NV NY REG SHS 10,763 16,634
ASTRAZENECA PLC SPND ADR 23,424 20,246
ATI INC 3,910 3,798
ATMOS ENERGY CORP COM 4,860 6,267
ATMUS FILTRATION TECHNOLOGIES INC 6,046 6,700
AUTODESK INC DEL PV$0.01 15,833 37,242
AVALONBAY CMMUN INC REIT 5,107 5,279
AVNET INC 6,171 7,429
AXSOME THERAPEUTICS INC. 1,923 1,861
BADGER METER INCORP 2,539 3,394
BAE SYS PLC SPN ADR 4,610 6,402
BAKER HUGHES CO CL A 4,785 4,799
BALL CORP COM 11,992 7,277
BANGKOK BANK PCL-UNSPON 3,189 4,022
BANK NEW YORK MELLON CORP 7,457 7,145
BARRICK GOLD CORPORATION 5,758 3,782
BATH & BODY WORKS INC 4,625 4,691
BECTON DICKINSON CO 27,097 26,090
BELLRING BRANDS INC (NEW) REG SHS 2,990 4,068
BERKELEY (THE) GROUP HOLDINGS PLC SHS UN ADR 3,399 3,599
BERKSHIRE HATHAWAYINC DEL CL B NEW 23,841 33,543
BILL HOLDINGS INC 3,239 4,236
BLACKROCK INC REG SHS 10,645 16,402
BLACKSTONE INC 14,331 17,932
BLOCK INC 15,619 13,088
BLOOM ENERGY CORP CL A 2,988 3,198
BLUEPRINT MEDICINES CORP SHS 3,137 3,750
BOEING COMPANY 59,298 57,525
BOOT BARN HOLDINGS INC SHS 3,636 6,376
BORG WARNER INC COM 2,540 2,225
BRENNTAG SE ADR 1,509 1,471
BRIGHTSPRING HEALTH SVCS INC 3,175 4,377
BRISTOL-MYERS SQUIBB CO 21,423 21,662
BRITISH AMN TOBACO SPADR 11,596 11,368
CABOT CORP 4,232 5,753
CAPITAL ONE FINL 36,251 37,804
CATERPILLAR INC DEL 40,746 48,610
CBRE GROUP INC CL A 8,363 11,816
CELLEBRITE DI LTD 2,298 2,379
CENCORA INC 3,630 6,516
CF INDS HLDGS INC 13,350 11,092
CHARLES RIVER LABS INTL 6,866 4,800
CHENIERE ENERGY 16,638 21,487
CHEVRON CORP 73,543 68,220
CHORD ENERGY CORP SHS 4,416 3,274
CHUBB LTD 6,690 10,776
CIE FINANCIERE RICHEMONT SA SHS 7,476 10,034
CIGNA GROUP/THE 11,053 11,598
CISCO SYSTEMS INC COM 28,769 36,763
CITIGROUP INC COM NEW 16,987 24,285
CITIZENS FINL GROUP INC SHS 17,444 19,867
CME GROUP INC 23,298 24,616
CMS ENERGY CORP 6,890 7,731
COCA COLA COM 24,377 27,830
COGNEX CORP 3,195 2,833
COGNIZANT TECH SOLUTNS A 18,577 22,916
COHERENT CORP 3,961 5,400
COMCAST CORP NEW CL A 35,333 37,117
COMPNIA CERVECRIAS SPADR 4,139 4,328
CONMED CORP COM 5,848 3,627
CONOCOPHILLIPS 48,087 51,568
CORE AND MAIN INC 4,150 4,633
CORNING INC 8,629 11,215
COSTCO WHOLESALE CRP DEL 6,864 11,912
CREDO TECH GROUP HLDG LTD 2,461 2,420
CROWN CASTLE INC SHS 13,176 8,168
CUMMINS INC COM 17,559 18,476
CUSHMAN AND WAKEFIELD PLC REG SHS 3,679 3,584
CVS HEALTH CORP 45,308 26,036
D R HORTON INC 4,925 6,711
DANAHER CORP DEL COM 79,297 76,670
DANONE-SPONS ADR 7,772 9,895
DARDEN RESTAURANTS INC 3,806 5,041
DARLING INGREDIENTS INC 7,104 4,919
DEERE CO 20,043 27,117
DIAGEO PLC SPSD ADR NEW 2,577 2,415
DIAMONDBACK ENERGY INC 8,756 9,338
DIGI INTL INC 4,363 6,076
DISC MEDICINE INC 1,406 1,395
DISNEY (WALT) CO COM STK 53,872 54,005
DOLLAR GENERAL CORP 27,495 11,373
DOMINION ENERGY INC 29,829 26,499
DOVER CORP 12,503 18,572
DTE ENERGY COMPANY 27,416 30,067
DUKE ENERGY CORP NEW 31,695 35,985
DYCOM INDS INC 4,963 4,526
EASTGROUP PROPERTIES INC REIT 12,661 12,197
EASTMAN CHEMICAL CO COM 4,720 3,835
EATON CORP PLC 30,118 61,728
EBAY INC COM 20,111 23,293
ECOLAB INC 22,862 33,273
ELECTRONIC ARTS INC DEL 8,970 10,241
ELEVANCE HEALTH INC 35,469 24,716
ELI LILLY & CO 610,983 11,984,528
EMERSON ELEC CO 20,848 29,000
ENSIGN GROUP INC 5,395 6,377
ENTEGRIS INC MINNESOTA 6,975 6,043
EOG RESOURCES INC 21,972 28,929
EQUIFAX INC 5,523 5,607
EQUINIX INC 12,833 19,801
ESAB CORP REG SHS WHEN ISS 4,739 12,354
ESTABLISHMENT LABS HOLDINGS INC REGISTER 1,611 1,428
EXPEDITORS INTL WASH INC 7,614 13,625
EXXON MOBIL CORP COM 56,160 74,546
FABRINET 2,412 2,199
FACTSET RESH SYS INC 7,041 15,369
FANUC LTD-UNSP 8,300 8,124
FEDERAL SIGNAL CORP 2,901 4,435
FEDEX CORP DELAWARE COM 17,694 27,289
FIFTH THIRD BANCORP 21,142 24,818
FIGS INC REG SHS CL A 3,810 4,011
FIRSTCASH HLDGS INC 7,348 9,428
FIRSTENERGY CORP 13,217 13,366
FISERV INC WISC PV 1CT 11,008 23,623
FIVE9 INC 2,419 3,007
FLEX LTD 6,547 14,281
FLYWIRE CORP 5,804 5,650
FOMENTO ECNMCO MEX SPADR SAB DE CV 7,776 8,378
FREEPORT-MCMORAN INC 28,861 23,876
FRESHPET INC SHS 2,597 5,776
FRESHWORKS INC REG SHS CL A 4,548 4,883
FUCHS SE ADR 2,691 3,478
GALLAGHER ARTHUR J & CO 4,399 9,935
GARTNER INC 19,890 36,820
GATX CORPORATION 5,773 8,058
GE AEROSPACE 7,874 21,683
GE HEALTHCARE TECHNOLOGIES INC SHS 13,156 11,805
GENIUS SPORTS LTD REG SHS 2,714 3,477
GENL DYNAMICS CORP COM 14,790 18,708
GLAUKOS CORP SHS 2,608 3,299
GOLDMAN SACHS GROUP INC 30,294 42,947
HAEMONETICS CORP MASS 2,366 2,030
HALEON PLC SHS ADR 4,746 6,296
HARTFORD FINL SVCS GROUP 1,923 2,516
HEALTHEQUITY INC SHS 2,844 3,358
HEARTLAND FINANCIAL USA INC 4,529 5,701
HEINEKEN N V ADR 3,544 2,654
HENKEL KGAA SPNRD ADR 4,267 5,192
HERSHEY COMPANY 8,532 7,113
HESS CORP 15,059 13,966
HIMS AND HERS HEALTH INC REG SHS -A CL A 1,928 1,475
HOME DEPOT INC 14,607 18,672
HONEYWELL INTL INC DEL 12,398 13,779
HONGKONG LAND HLD UN ADR 4,557 5,234
HUMANA INC 17,745 12,432
HUNTINGTON INGALLS INDS INC 4,757 4,346
HUNTNGTN BANCSHS INC MD 20,399 23,819
ICON PLC 4,754 4,614
IDEX CORP DELAWARE COM 13,863 15,069
IDEXX LAB INC DEL $0.10 16,257 16,124
ILLUMINA INC COM 22,551 12,160
IMPERIAL OIL LTD COM NEW 12,466 14,661
IMPINJ INC 2,751 3,486
INSMED INC 1,847 4,695
INTERCONTINENTAL EXCHANGE INC 26,241 30,249
INTL BUSINESS MACHINES CORP IBM 21,110 30,556
INTL PAPER CO 14,069 21,367
INTRA-CELLULAR THERAPIES INC 3,935 5,512
INTUIT INC COM 41,579 56,565
INTUITIVE SURGICAL INC NEW 27,260 53,240
INVESCO S&P MIDCAP MOMENTUM ETF 69,372 370,466
INVESCO S&P MIDCAP VALUE WITH MOMENTUM ETF 44,174 131,068
IOVANCE BIOTHERAPEUTICS INC 2,125 1,991
IRHYTHM TECHNOLOGIES INC 1,742 1,172
ISHARES MSCI EAFE 234,827 246,489
ISHARES RS 2000 GROWTH 138,597 375,317
ISHARES RS 2000 VALUE 291,918 306,177
ISHARES RUSSELL MIDCAP 152,014 494,598
ISHARES RUSSELL 1000 GROWTH 240,275 1,237,268
ISHARES RUSSELL 1000 VALUE 515,088 852,153
ISHARES RUSSELL 3000 357,456 455,249
ITAU UNIBANCO BANCO HOLD SA SPONSORED ADR 2,980 2,802
ITRON INC 5,188 5,972
JARDINE MATHESON HD UNSP ADR 6,357 5,858
JOHNSON AND JOHNSON COM 94,309 85,760
JOHNSON CONTROLS INTER 33,289 43,096
JPMORGAN CHASE & CO 33,393 56,092
KEURIG DR PEPPER INC 25,008 24,861
KIMBERLY CLARK 15,431 16,380
KOMATSU NEW NEW SPNSDADR 3,996 5,000
KROGER CO 18,064 22,687
KRYSTAL BIOTECH INC REG SHS 3,126 2,663
LANDSTAR SYS INC COM 5,163 8,765
LANTHEUS HLDGS INC 4,185 4,384
LAS VEGAS SANDS CORP 41,263 44,272
LATTICE SEMICNDTR CORP 2,999 6,062
LAUDER ESTEE COS INC A 19,554 6,823
LEGRAND SA-UNSP 2,700 3,148
LINDE PLC NEW 19,078 29,307
LKQ CORP 5,117 3,785
LLOYDS BANKING GROUP PLC ADR 4,908 4,991
LOCKHEED MARTIN CORP 11,480 10,205
LOWE'S COMPANIES INC 19,745 21,472
LPL FINANCIAL HOLDINGS SHS 1,810 5,551
LVMH MOET HENNESSY ADR 2,862 2,744
M&T BANK CORPORATION 14,947 19,741
MADRIGAL PHARMACEUTICALS INC 3,514 3,086
MARSH & MCLENNAN COS INC 27,335 37,809
MASCO CORP 6,088 7,039
MASTERCARD INC 32,312 53,710
MCDONALDS CORP COM 14,218 18,263
MEDPACE HLDGS INC 1,245 2,990
MEDTRONIC PLC SHS 44,176 39,381
MERCK AND CO INC SHS 24,918 25,865
MERCK KGAA- ADR 1,780 1,546
MERIT MEDICAL SYS INC 6,339 8,124
META PLATFORMS INC CLASS A COMMON STOCK 69,901 199,659
METLIFE INC COM 20,098 24,236
MICROCHIP TECHNOLOGY INC 14,784 9,864
MICROSOFT CORP 104,151 236,883
MIDDLEBY CORP COM 6,716 6,502
MITSUBISHI ELEC ADR 5,999 8,879
MODINE MFG CO 2,759 2,319
MONDAY.COM LTD. REG SHS 4,175 7,770
MONDELEZ INTERNATIONAL INC 8,016 8,302
MONSTER BEVERAGE SHS 29,044 44,413
MOODY'S CORP 8,331 12,308
MOOG INC CL A 5,155 9,842
MORGAN STANLEY 25,294 45,511
MS&AD INS GROUP HLDGS UNSP ADR 4,911 9,513
MSA SAFETY INC SHS 6,504 7,957
MSCI INC CLASS A 10,050 12,600
MURPHY OIL CORP 8,020 7,232
NESTLE S A REP RG SH ADR 8,230 6,128
NETFLIX COM INC 44,046 121,220
NEWMONT CORPORATION 35,850 26,798
NEXTERA ENERGY INC SHS 12,551 13,621
NEXTRACKER INC 4,305 4,712
NIHON KOHDEN ADR 3,338 3,717
NIKE INC CL B 25,044 20,507
NORFOLK SOUTHERN CORP 20,300 22,062
NORTHROP GRUMMAN CORP 6,441 7,039
NOV INC 5,256 4,497
NOVARTIS ADR 10,862 12,456
NOVO NORDISK A S ADR 12,888 24,774
NUTRIEN LTD REG SHS 6,165 3,580
NUVALENT INC REG SHS CL A 2,958 2,740
NVIDIA 18,590 231,650
NXP SEMICONDUCTORS N.V. 25,231 29,930
O'REILLY AUTOMOTIVE INC 6,646 11,858
ONESPAWORLD HLDGS LTD 4,233 6,806
ONTO INNOVATION INC 4,716 6,000
ORACLE CORP $0.01 DEL 19,496 63,823
ORKLA AS A SHS ADR 4,223 5,023
PACCAR INC 11,703 10,506
PALO ALTO NETWORKS INC COM 4,648 22,199
PARKER HANNIFIN CORP 6,517 13,357
PARSONS CORP DEL 2,731 4,428
PAYPAL HOLDINGS INC SHS 72,137 62,647
PEBBLEBROOK HOTEL TRUST 4,275 3,130
PENN ENTERTAINMENT INC 2,992 2,696
PEPSICO INC 7,387 8,515
PERELLA WEINBERG PARTNERS 3,711 5,221
PERFORMANCE FOOD GROUP CO SHS 6,209 8,370
PERNOD RICARD SA - SPON 2,931 1,911
PFIZER INC 42,990 30,695
PHILIP MORRIS INTL INC 61,342 80,033
PINNACLE FINL PARTNERS 5,522 7,550
PJT PARTNERS INC SHS CL A 6,373 14,834
PNC FINCL SERVICES GROUP 48,818 61,905
POPULAR INC COM NEW 5,357 6,302
POWELL INDS INC 1,844 2,881
POWER CORP CDA LTD 4,796 5,861
PPG INDUSTRIES INC SHS 7,066 6,570
PROCORE TECHNOLOGIES INC REG SHS 3,242 3,896
PROCTER & GAMBLE CO 48,507 55,492
PROGRESSIVE CRP OHIO 3,080 6,949
PROLOGIS INC 9,299 8,350
PROSUS N V 8,291 13,379
PROTAGONISTTHERAPEUTIC INC 1,913 2,934
PUB SVC ENTERPRISE GRP 6,532 9,716
PUBLIC STORAGE $0.10 REIT 25,963 23,356
QUAKER HOUGHTON 8,465 7,320
QUALCOMM INC 26,137 41,324
RADNET INC 4,275 5,308
RAMBUS INC CAL 7,162 6,872
RAPID7 ORD 4,397 1,851
RAYMOND JAMES FINL INC 4,589 6,679
RB GLOBAL INC REGISTER 6,043 10,735
RECKITT BENCKISER GROUP PLC SHS SPONSORE ADR 9,490 8,967
REGENERON PHARMACTCLS 13,944 20,658
REINSURNCE GROUP AMERICA 6,501 9,827
RENAISSANCERE HLDGS LTD 4,411 6,220
REPUBLIC SERVICES INC 3,706 5,231
REVOLUTION MEDICINES INC REG SHS 937 875
ROCHE HLDG LTD SPN ADR 12,150 9,906
RTX CORP CORP 19,323 28,467
S&P GLOBAL INC 65,683 85,661
SALESFORCE INC 47,014 73,218
SANMINA CORP 4,713 7,794
SANOFI ADR 30,149 32,893
SCHNEIDER NATL INC WIS CL B 4,874 6,061
SCHWAB CHARLES CORP NEW 21,165 25,089
SEAGATE TECH HLDGS PUB LTD CO 8,058 8,372
SEALED AIR CORP (NEW) 6,715 4,601
SECOM CO LTD ADR 7,676 8,765
SEI INVT CO PA PV $0.01 9,687 15,341
SELECTIVE INS GRP INC 4,604 4,770
SEMPRA 20,282 24,123
SGS SA ADR 2,340 2,649
SHAKE SHACK INC 5,682 7,009
SHELL PLC 10,479 11,590
SHERWIN WILLIAMS 12,276 16,317
SHIMANO INC ADR 6,989 6,088
SHOPIFY INC CL A 17,950 32,856
SIMON PROPERTY GROUP DEL REIT 11,098 11,366
SMC CORP JAPAN SPONSORED ADR 5,557 5,058
SNAP ON INC COM 4,674 7,129
SODEXO ADR 2,113 2,387
SOMPO HOLDINGS, INC 4,201 7,020
SONOCO PRODUCTS CO 3,618 3,224
SPDR BLOOMBERG 1-3 MNTH T BILL ETF 3,754 3,749
SPDR GOLD TRUST 24,506 36,804
SPRINGWORKS THERAPEUTICS INC REG 2,639 2,529
SPX TECHNOLOGIES INC REG SHS 3,952 4,075
STAG INDUSTRIALS, INC. COM 5,908 5,174
STARBUCKS CORP 55,604 56,301
STARWOOD REAL ESTATE INCOME TRUST INC CLASS S BROKERAGE CLASS 147,459 120,791
STATE STREET CORP 21,121 28,071
STEPSTONE GROUP INC REG SHS CL A 5,653 7,235
STIFEL FINANCIAL CORP 5,871 8,380
STRYKER CORP 24,013 32,765
SUMMIT MATLS INC 2,749 4,554
SUNCOR ENERGY INC NEW 23,700 25,083
SUZUKI MOTOR CORP SHS 2,506 3,377
SVENSKA HANDELSBANKEN AB SHS 1,996 2,197
SYNOPSYS INC 5,236 6,795
SYSCO CORPORATION 28,449 29,590
T-MOBILE US INC SHS 14,768 22,514
TAIWAN S MANUFCTRING ADR 23,820 35,351
TARGET CORP COM 13,599 15,005
TE CONNECTIVITY PLC 8,849 10,008
TESLA INC 61,251 144,575
TEXAS INSTRUMENTS 13,762 16,501
TEXTRON INC 14,463 16,216
TG THERAPEUTICS, INC. NEW 1,195 1,445
THE SCOTTS MIRACLE GRO CO 5,597 3,383
THERMO FISHER SCIENTIFIC INC 76,097 83,237
TIMKEN COMPANY 3,716 3,783
TJX COS INC NEW 32,689 63,788
TORO COMBINECO INC 4,264 1,506
TRAVELERS COS INC 6,426 8,190
TRINET GROUP INC CALIF 2,868 2,723
TRUIST FINL CORP 30,625 31,928
UBER TECHNOLOGIES INC 9,369 14,175
UNILEVER PLC NEW ADR 8,390 10,376
UNION PACIFIC CORP 30,320 29,417
UNITED BKSHRS INC W.V. 5,971 6,947
UNITED PARCEL SVC CL B 22,507 16,519
UNITED PARKS AND RESORTS INC 7,306 6,855
UNITEDHEALTH GROUP INC 65,790 79,926
UOL GROUP LTD SPON ADR 3,281 2,816
VARONIS SYSTEMS INC SHS 4,314 4,621
VAXCYTE INC 2,249 3,929
VENTAS INC REIT 9,218 8,775
VERALTO CORP REG SHS 9,962 12,731
VERISIGN INC 23,448 24,628
VERISK ANALYTICS INC CLASS A 26,082 38,285
VERIZON COMMUNICATNS COM 24,188 22,514
VERTEX PHARMCTLS INC 17,031 30,203
VIPER ENERGY INC 4,353 7,066
VIRIDIAN THERAPEUTICS INC 2,467 1,591
VISA INC CL A SHRS 95,258 172,874
VORNADO REALTY TRUST COM REIT 6,341 10,762
W W GRAINGER INCORP 5,430 21,081
WALMART INC 38,738 68,214
WARBY PARKER INC REG SHS CL A 2,071 1,961
WEBSTER FINL CP PV $0.01 3,988 4,197
WELLS FARGO & CO 89,260 131,911
WESBANCO INC 5,646 5,760
WEST PHARMACTL SVCS INC 10,425 11,792
WEX INC 5,998 5,610
WHEATON PRECIOUS METALS CORP REG 26,636 32,394
WILLIS TOWERS WATSON PLC LTD CO 6,596 9,084
WINGSTOP INC 1,656 3,126
WOLVERINE WORLD WIDE 3,600 5,617
WOODWARD INC 4,249 7,988
WORKDAY INC CL A 26,425 30,448
XCEL ENERGY INC 9,542 10,196
XYLEM INC SHS 18,706 25,176
YUM BRANDS INC 12,675 18,514
YUM CHINA HOLDINGS INC SHS 4,009 5,154
ZETA GLOBAL HLDGS CORP CL A 2,018 2,015
ZOETIS INC 51,970 48,553
ZOOMINFO TECHNOLOGIES INC CL A 2,410 2,365
ZURN ELKAY WATER SOLUTIONS CORP 5,753 8,318
3M COMPANY 16,846 16,520

TY 2024 InvestmentsGovtObligationsSch
Name:
MET FOUNDATION INC
EIN:
35-1995120
US Government Securities - End of Year Book Value:

992,587
US Government Securities - End of Year Fair Market Value:

1,010,678
State & Local Government Securities - End of Year Book Value:


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


0


TY 2024 LegalFeesSchedule
Name:
MET FOUNDATION INC
EIN:
35-1995120
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 5,853 0   5,853


TY 2024 OtherAssetsSchedule
Name:
MET FOUNDATION INC
EIN:
35-1995120
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
LIFE INSURANCE 671,929 871,929 618,539


TY 2024 OtherExpensesSchedule
Name:
MET FOUNDATION INC
EIN:
35-1995120
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
DEPOSITORY FEES 647 647   0


TY 2024 OtherIncomeSchedule2
Name:
MET FOUNDATION INC
EIN:
35-1995120
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
RECOVERIES OF PY GRANTS 5,000   5,000


TY 2024 OtherIncreasesSchedule
Name:
MET FOUNDATION INC
EIN:
35-1995120
Description Amount
COST BASIS ADJUSTMENTS 16,343


TY 2024 OtherProfessionalFeesSchedule
Name:
MET FOUNDATION INC
EIN:
35-1995120
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT ADVISORY FEES 83,283 83,283   0


TY 2024 TaxesSchedule
Name:
MET FOUNDATION INC
EIN:
35-1995120
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ESTIMATED NET INVESTMENT TAX 24,000 0   0
FOREIGN DIVIDEND TAX 2,335 2,335   0