2023-05-09T13:35:15-05:00 2022-12-31 352123203 KSM BUSINESS SERVICES INC PO BOX 40857 INDIANAPOLIS IN 46240 990PF 2022-01-01 351995120 MET FOUNDATION INC METF 3172370300 7406 N WASHINGTON BOULEVARD INDIANAPOLIS IN 46240 SUSAN M TOLBERT PRESIDENT/TREASURER 3172370300 2023-05-02 1 SUSAN TOLBERT XXX-XX-XXXX 0 CASSE TATE P01271193 3175802000 2023-05-02 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 19644758 X X 290484 290484 151094 5993584 151094 859 859 442437 442437 0 0 0 29091 0 29091 16750 0 16750 73236 73236 0 31339 1339 0 422 422 0 150838 74997 45841 933496 933496 1084334 74997 979337 -641897 367440 2383 11508 11508 845368 438374 438374 9515520 9634659 17879770 1492554 1015697 953064 316654 416654 362042 12172479 11516892 19644758 0 0 X 12172479 11516892 0 0 0 0 12172479 11516892 12172479 11516892 12172479 -641897 0 11530582 13690 11516892 PUBLICLY TRADED SECURITIES P 5993149 5842490 150659 150659 CAPITAL GAINS DIVIDENDS P 435 435 435 151094 5107 0 5107 0 5107 32694 0 0 0 32694 0 27587 27587 0 0 0 0 0 0 0 0 0 0 0 1 1 IN 1 0 0 0 0 1 N/A FAEGRE DRINKER BIDDLE REATH LLP 3172370300 300 N MERIDIAN ST SUITE 2500 INDIANAPOLIS IN 46204 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SUSAN M TOLBERT 300 N MERIDIAN ST 2500 INDIANAPOLIS IN 46204 DIRECTOR/PRESIDENT/TREASURER 10.00 0 0 0 DOUGLAS S MCVIE 300 N MERIDIAN ST 2500 INDIANAPOLIS IN 46204 DIRECTOR/VICE PRESIDENT 10.00 0 0 0 ALEXANDER S MCVIE 300 N MERIDIAN ST 2500 INDIANAPOLIS IN 46204 DIRECTOR/SECRETARY 10.00 0 0 0 BETH JOHNSON 300 N MERIDIAN ST 2500 INDIANAPOLIS IN 46204 DIRECTOR 10.00 0 0 0 GEOFF MCVIE 300 N MERIDIAN ST 2500 INDIANAPOLIS IN 46204 DIRECTOR 10.00 0 0 0 GREG MCVIE 300 N MERIDIAN ST 2500 INDIANAPOLIS IN 46204 DIRECTOR 10.00 0 0 0 ALEX TOLBERT 300 N MERIDIAN ST 2500 INDIANAPOLIS IN 46204 DIRECTOR 10.00 0 0 0 BRIAN TOLBERT 300 N MERIDIAN ST 2500 INDIANAPOLIS IN 46204 DIRECTOR 10.00 0 0 0 NONE 0 MERRILL LYNCH - 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SCHOOL OF EDUCATION 5000 N WILLAMETTE BLVD PORTLAND OR 97203 N/A PC GENERAL OPERATIONS 5000 WABASH COLLEGE 301 WABASH AVENUE CRAWFORDSVILLE IN 47933 N/A PC GENERAL OPERATIONS 25000 WHEELER MISSION MINISTRIES PO BOX 3085 INDIANAPOLIS IN 462063085 N/A PC GENERAL OPERATIONS 2500 WILDEARTH GUARDIANS 301 N GUADALUPE ST STE 201 SANTA FE NM 87501 N/A PC GENERAL OPERATIONS 15000 WILDLANDS NETWORK SOUTHWEST 329 W PIERPONT AVE SUITE 300 SALT LAKE CITY UT 84101 N/A PC GENERAL OPERATIONS 10000 WILLIAMS COLLEGE PO BOX 624 WILLIAMSTOWN MA 01267 N/A PC GENERAL OPERATIONS 25000 WOODMONT CHRISTIAN CHURCH 3601 HILLSBORO PIKE NASHVILLE TN 37215 N/A PC GENERAL OPERATIONS 2500 WOODSTOCK HISTORICAL FOUNDATION INC 1301 W 38TH STREET INDIANAPOLIS IN 46208 N/A PC GENERAL OPERATIONS 5000 933496 0 14 290484 14 859 18 151094 0 442437 0 442437 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 16750 0 16750 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). ABBOTT LABORATORIES GLB 01.150% JAN 30 2028 4891 4257 ABBOTT LABORATORIES GLB 02.950% MAR 15 2025 13367 12562 AIR PRODUCTS & CHEMICALS GLB 02.050% MAY 15 2030 5103 4199 ALPHABET INC GLB 01.998% AUG 15 2026 17632 15653 ALPHABET INC GLB 01.100% AUG 15 2030 4761 3930 AMAZON.COM INC GLB 02.800% AUG 22 2024 10895 10664 AMAZON.COM INC GLB 03.600% APR 13 2032 9070 8520 AMERICAN EXPRESS CO GLB 03.125% MAY 20 2026 7411 6598 AMERICAN EXPRESS CO GLB 04.200% NOV 06 2025 7641 6914 AMERICAN HONDA FINANCE SER MTN 02.050% JAN 10 2023 12005 11995 AMERICAN HONDA FINANCE SER MTN 02.000% MAR 24 2028 9059 8450 APPLE INC GLB 02.900% SEP 12 2027 4222 3734 APPLE INC GLB 02.450% AUG 04 2026 8343 7428 APPLIED MATERIALS INC GLB 03.300% APR 01 2027 10588 10437 BANK OF NY MELLON CORP SER MTN 03.250% MAY 16 2027 7851 7523 BB&T CORPORATION SER GMTN GLB 02.200% MAR 16 2023 8030 7961 BERKSHIRE HATHAWAY ENERG GLB 04.050% APR 15 2025 7934 7883 BERKSHIRE HATHAWAY INC GLB 02.750% MAR 15 2023 14005 13940 BLACKROCK INC GLB 02.400% APR 30 2030 4104 3421 BRISTOL-MYERS SQUIBB CO GLB 03.450% NOV 15 2027 7605 7630 CATERPILLAR FINL SERVICE SER MTN GLB 01.100% SEP 14 2027 7938 7689 CATERPILLAR FINL SERVICE SER MTN 02.150% NOV 08 2024 8226 7636 CATERPILLAR INC GLB 01.900% MAR 12 2031 3910 3257 CHARLES SCHWAB CORP GLB 03.250% MAY 22 2029 4141 3632 CHARLES SCHWAB CORP GLB 02.650% JAN 25 2023 13575 13982 CHEVRON CORP GLB 02.954% MAY 16 2026 7412 6650 CISCO SYSTEMS INC GLB 02.200% SEP 20 2023 5664 5894 CITIGROUP INC VAR%MAR 20 2030 MOODY'S: A3 S&P: BBB+ 2181 1873 CITIGROUP INC GLB 03.300% APR 27 2025 17771 16278 COCA-COLA CO/THE GLB 02.125% SEP 06 2029 4030 3430 COCA-COLA CO/THE GLB 01.750% SEP 06 2024 8115 7627 COMCAST CORP COMPANY GUARNT 03.300% FEB 01 2027 4211 3775 COMCAST CORP COMPANY GUARNT GLB 03.700% APR 15 2024 7267 6896 COMCAST CORP COMPANY GUARNT GLB 03.950% OCT 15 2025 7482 6861 COMMONWEALTH EDISON CO 1ST MORTGAGE GLB 03.700% AUG 15 2028 3967 3771 CONOCOPHILLIPS COMPANY GUARNT GLB 05.900% OCT 15 2032 4224 4288 CUMMINS INC GLB 00.750% SEP 01 2025 15840 14439 DIAGEO CAPITAL PLC COMPANY GUARNT GLB 02.625% APR 29 2023 7785 7947 DTE ELECTRIC CO 1ST MORTGAGE SER C 02.625% MAR 01 2031 4136 3409 DUKE ENERGY PROGRESS LLC 1ST MORTGAGE GLB 03.375% SEP 01 2023 6002 5935 ECOLAB INC GLB 02.125% FEB 01 2032 4000 4013 EMERSON ELECTRIC CO 02.200% DEC 21 2031 MOODY'S: A2 S&P: A 4030 4063 EQUI NOR ASA COMPANY GUARNT GLB 01.750% JAN 22 2026 8157 7319 EQUINOR ASA COMPANY GUARNT GLB 02.875% APR 06 2025 8205 7671 ERP OPERATING LP GLB 04.150% DEC 01 2028 4052 3739 EXXON MOBIL CORPORATION GLB 02.610% OCT 15 2030 4092 3501 EXXON MOBIL CORPORATION GLB 01.571% APR 15 2023 8030 7925 EXXON MOBIL CORPORATION GLB 02.275% AUG 16 2026 8278 7416 GENERAL DYNAMICS CORP COMPANY GUARNT GLB 03.750% MAY 15 2028 4411 3809 GENERAL DYNAMICS CORP COMPANY GUARNT GLB 01.875% AUG 15 2023 8052 7843 GENERAL DYNAMICS CORP COMPANY GUARNT GLB 03.500% APR 01 2027 10438 9562 GOLDMAN SACHS GROUP INC GLB 02.600% FEB 07 2030 6945 5859 GOLDMAN SACHS GROUP INC SER MTN 03.850% JUL 08 2024 8331 7832 GOLDMAN SACHS GROUP INC GLB 03.750% MAY 22 2025 7335 6776 HOME DEPOT INC GLB 03.900% DEC 06 2028 4485 3857 HOME DEPOT INC GLB 03.350% SEP 15 2025 7454 6793 HOME DEPOT INC GLB 02.700% APR 01 2023 8043 7962 HONEYWELL INTERNATIONAL GLB 01.350% JUN 01 2025 7124 6477 INTEL CORP GLB 02.450% NOV 15 2029 4149 3439 INTEL CORP GLB 02.600% MAY 19 2026 8324 7465 JOHN DEERE CAPITAL CORP SER MTN 02.800% SEP 08 2027 3934 3689 JPMORGAN CHASE & CO SUBORDINATED GLB 03.375% MAY 01 2023 8073 7962 JPMORGAN CHASE & CO SUBORDINATED GLB 03.875% SEP 10 2024 7328 6855 JPMORGAN CHASE & CO SUBORDINATED GLB VAR%MAY 13 2031 7142 5784 KIMBERLY-CLARK CORP GLB 01.050% SEP 15 2027 12539 11956 LOCKHEED MARTIN CORP GLB 03.550% JAN 15 2026 16085 14585 MARSH & MCLENNAN COS INC GLB 04.375% MAR 15 2029 4545 3876 MASTERCARD INC GLB 02.000% MAR 03 2025 6192 5671 MERCK & CO INC GLB 02.900% MAR 07 2024 8223 7829 METLIFE INC GLB 03.600% APR 10 2024 13239 12769 MICROSOFT CORP GLB 03.625% DEC 15 2023 8236 7910 NATIONAL RURAL UTIL COOP GLB 01.000% JUN 15 2026 7836 7051 NEXTERA ENERGY CAPITAL SENIOR UNSECURED NOTE 05.000% JUL 15 2032 3874 3939 NEXTERA ENERGY CAPITAL COMPANY GUARNT GLB 01.875% JAN 15 2027 7881 7090 NEXTERA ENERGY CAPITAL SENIOR UNSECURED NOTE 04.625% JUL 15 2027 8019 7878 NOVARTIS CAPITAL CORP COMPANY GUARNT GLB 03.100% MAY 17 2027 4235 3796 NOVARTIS CAPITAL CORP COMPANY GUARNT GLB 03.400% MAY 06 2024 8260 7840 PEPSICO INC GLB 01.400% FEB 25 2031 4714 3951 PEPSICO INC GLB 02.250% MAR 19 2025 7183 6660 PFIZER INC GLB 03.600% SEP 15 2028 3929 3832 PFIZER INC GLB 03.400% MAY 15 2024 6039 5884 PHILIP MORRIS INTL INC GLB 00.875% MAY 01 2026 9914 8801 PHILIP MORRIS INTL INC GLB 03.125% MAR 02 2028 10652 9797 PIEDMONT NATURAL GAS CO GLB 03.500% JUN 01 2029 4228 3673 PNC FINANCIAL SERVICES GLB 03.150% MAY 19 2027 7761 7483 PNC FINANCIAL SERVICES GLB 02.600% JUL 23 2026 8345 7412 PROCTER & GAMBLE CO/THE GLB 03.100% AUG 15 2023 7065 6920 PROGRESSIVE CORP GLB 03.000% MAR 15 2032 3630 3486 PROGRESSIVE CORP GLB 02.500% MAR 15 2027 7600 7347 PROLOGIS LP GLB 03.375% DEC 15 2027 14829 14984 QUALCOMM INC GLB 03.250% MAY 20 2027 11901 11406 QUALCOMM INC GLB 02.900% MAY 20 2024 8248 7807 REALTY INCOME CORP GLB 00.750% MAR 15 2026 13900 12183 REALTY INCOME CORP GLB 03.250% JAN 15 2031 7434 6090 S&P GLOBAL INC COMPANY GUARNT GLB 02.950% JAN 22 2027 15532 14989 SHELL INTERNATIONAL FIN COMPANY GUARNT GLB 03.250% MAY 11 2025 7308 6788 SHELL INTERNATIONAL FIN COMPANY GUARNT GLB 02.875% MAY 10 2026 8425 7547 SIMON PROPERTY GROUP INC GLB 02.250% JAN 15 2032 3797 3908 SIMON PROPERTY GROUP LP GLB 03.375% OCT 01 2024 7288 6793 SIMON PROPERTY GROUP LP GLB 03.300% JAN 15 2026 7425 6652 STATE STREET CORP SUBORDINATED GLB 02.200% MAR 03 2031 4919 4011 STATE STREET CORP GLB 03.550% AUG 18 2025 7466 6810 STATE STREET CORP SUBORDINATED GLB 03.100% MAY 15 2023 8081 7946 SUMITOMO MITSUI FINL GRP SUBORDINATED GLB 02.142% SEP 23 2030 6649 5403 TARGET CORP GLB 01.950% JAN 15 2027 3943 3636 TARGET CORP GLB 03.500% JUL 01 2024 7028 6859 TARGET CORP GLB 02.500% APR 15 2026 8398 7499 TJX COS INC GLB 01.600% MAY 15 2031 4720 3887 TORONTO-DOMINION BANK SER MTN GLB 02.800% MAR 10 2027 7591 7347 TOTAL CAPITAL INTL SA COMPANY GUARNT GLB 03.455% FEB 19 2029 4171 3719 TOTAL CAPITAL INTL SA SER 10YR 3.750% APR 10 2024 13226 12822 TOYOTA MOTOR CORP GLB 01.339% MAR 25 2026 9018 8082 TOYOTA MOTOR CREDIT CORP SER MTN GLB 02.150% FEB 13 2030 4065 3375 TOYOTA MOTOR CREDIT CORP SER MTN GLB 01.900% JAN 13 2027 7308 7148 TRUIST FINANCIAL CORP SER MTN 01.125% AUG 03 2027 7650 6754 UNITED PARCEL SERVICE 03.400% MAR 15 2029 MOODY'S: A2 S&P: A 4260 3728 UNITED PARCEL SERVICE 03.050% NOV 15 2027 MOODY'S: A2 S&P: A 15452 15048 UNITEDHEALTH GROUP INC GLB 02.875% AUG 15 2029 4182 3574 UNITEDHEALTH GROUP INC GLB 03.750% JUL 15 2025 8556 7827 UNITEDHEALTH GROUP INC GLB 02.875% MAR 15 2023 8042 7973 US BANCORP 02.400% JUL 30 2024 MOODY'S: A2 S&P: A 8216 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