2022-05-10T07:10:47-05:00 2021-12-31 352123203 KSM BUSINESS SERVICES INC PO BOX 40857 INDIANAPOLIS IN 46240 990PF 2021-01-01 351995120 MET FOUNDATION INC METF 3172370300 7406 N WASHINGTON BOULEVARD INDIANAPOLIS IN 46240 SUSAN M TOLBERT PRESIDENT/TREASURER 3172370300 2022-05-05 1 SUSAN TOLBERT XXX-XX-XXXX CASSE TATE P01271193 3175802000 2022-05-05 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X 21452888 X X 90 90 252152 252152 1800776 6129066 1800776 975 975 2053993 2053993 0 0 0 32548 0 32548 13750 0 13750 87234 87234 0 32591 1880 0 383 383 0 166506 89497 46298 726964 726964 893470 89497 773262 1160523 1964496 1850 2383 2383 1259509 845368 845368 8367723 9515520 18876929 1170005 1492554 1513264 216654 316654 214944 11015741 12172479 21452888 0 0 X 11015741 12172479 0 0 0 0 11015741 12172479 11015741 12172479 11015741 1160523 0 12176264 3785 12172479 PUBLICLY TRADED SECURITIES P 6128773 4328290 1800483 1800483 CAPITAL GAINS DIVIDENDS P 293 293 293 1800776 27306 0 27306 0 27306 30000 0 0 0 30000 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N/A PC GENERAL OPERATIONS 2500 INDIANAPOLIS MOTOR SPEEDWAY FOUNDATION 4750 WEST 16TH STREET INDIANAPOLIS IN 46222 N/A PC GENERAL OPERATIONS 10000 INDIANAPOLIS MUSEUM OF ART 4000 MICHIGAN ROAD INDIANAPOLIS IN 46208 N/A PC GENERAL OPERATIONS 6500 INTERFAITH DENTAL CLINIC OF NASHVILLE 1721 PATTERSON STREET NASHVILLE TN 37203 N/A PC GENERAL OPERATIONS 1000 LEAGUE OF WOMEN VOTERS EDUCATION FUND 1233 20TH STREET NW SUITE 500 WASHINGTON DC 20036 N/A PC GENERAL OPERATIONS 9000 MARTHA O'BRYAN CANCER CENTER 711 SOUTH 7TH STREET NASHVILLE TN 37206 N/A PC GENERAL OPERATIONS 1500 MERCY MINISTRIES PO BOX 583 EVERGREEN CO 80437 N/A PC GENERAL OPERATIONS 2500 MILE HIGH UNITED WAY 711 PARK AVENUE WEST DENVER CO 80205 N/A PC GENERAL OPERATIONS 6000 MOORINGS PRESBYTERIAN CHURCH 791 HARBOUR DRIVE NAPLES FL 34103 N/A PC GENERAL OPERATIONS 4000 NAPLES BOTANICAL GARDENS 4820 BAYSHORE DRIVE NAPLES FL 34112 N/A PC GENERAL OPERATIONS 15000 NASHVILLE HABITAT FOR HUMANITY 414 HARDING PLACE NO 100 NASHVILLE TN 37211 N/A PC GENERAL OPERATIONS 2500 NATIONAL INSTITUTE FOR COMMUNITY 175 HIGHPOINT DRIVE ROMEOVILLE IL 60446 N/A PC GENERAL OPERATIONS 2000 NATIONAL PARKS CONSERVATION ASSOCIATION 777 6TH STREET NW SUITE 700 WASHINGTON DC 200014835 N/A PC GENERAL OPERATIONS 15000 NATIONAL SKI PATROL 133 SOUTH VAN GORDON ST STE 100 LAKEWOOD CO 80228 N/A PC GENERAL OPERATIONS 500 NATIONAL SPORTS CENTER FOR THE DISABLED 1801 MILE HIGH STADIUM CIRCLE STE 1500 DENVER CO 80204 N/A PC GENERAL OPERATIONS 30000 NORTHERN JAGUAR PROJECT 2114 W GRANT ROAD 121 TUCSON AZ 85745 N/A PC GENERAL OPERATIONS 9488 OCEANA COUNTY COMMUNITY FOUNDATION PO BOX 902 PENTWATER MI 49449 N/A PC GENERAL OPERATIONS 4000 PARK TUDOR SCHOOL 7200 N COLLEGE AVENUE INDIANAPOLIS IN 462403016 N/A PC GENERAL OPERATIONS 37500 PENROD SOCIETY 8900 KEYSTONE CROSSING SUITE 660 INDIANAPOLIS IN 46240 N/A PC GENERAL OPERATIONS 5000 PENTWATER HISTORICAL SOCIETY PO BOX 54 PENTWATER MI 49449 N/A PC GENERAL OPERATIONS 1000 PENTWATER VOLUNTEER FIRE DEPARTMENT 486 E PARK STREET PENTWATER MI 49449 N/A PC GENERAL OPERATIONS 3000 PLANNED PARENTHOOD OF THE ROCKY MOUNTAINS 7155 E 38TH AVE DENVER CO 80207 N/A PC GENERAL OPERATIONS 5000 PUBLIC BROADCASTING OF COLORADO INC 7409 S ALTON CT CENTENNIAL CO 80112 N/A PC GENERAL OPERATIONS 1188 RANDOM ACTS OF FLOWERS 3500 WORKMAN ROAD SUITE 101-A KNOXVILLE TN 37921 N/A PC GENERAL OPERATIONS 9000 REGIS JESUIT HIGH SCHOOL 6400 S LEWISTON WAY AURORA CO 80016 N/A PC GENERAL OPERATIONS 24000 ROCKY MOUNTAIN PUBLIC BROADCASTING 1089 BANNOCK STREET DENVER CO 80204 N/A PC GENERAL OPERATIONS 5000 SALVATION ARMY 1370 PENNSYLVANIA STREET DENVER CO 80203 N/A PC GENERAL OPERATIONS 5000 SECOND PRESBYTERIAN CHURCH 7700 NORTH MERIDIAN STREET SUITE 2005 INDIANAPOLIS IN 46260 N/A PC GENERAL OPERATIONS 57488 SERVANTS AT WORK INC PO BOX 68831 INDIANAPOLIS IN 46268 N/A PC GENERAL OPERATIONS 2500 SIERRA CLUB SAN FRANCISCO BAY CHAPTER 2530 SAN PABLO AVE SUITE I BERKELEY CA 94702 N/A PC GENERAL OPERATIONS 8000 SOUTH METRO LAND CONSERVANCY PO BOX 456 LITTLETON CO 80160 N/A PC GENERAL OPERATIONS 2300 ST MARYS ACADEMY FOR THE SISTERS OF LORETTO 4545 S UNIVERSITY ENGLEWOOD CO 80113 N/A PC GENERAL OPERATIONS 24000 TRUTH AND COMPASSION MINISTRIES PO BOX 1322 GREENWOOD IN 46142 N/A PC GENERAL OPERATIONS 4000 TUCSON AUDUBON SOCIETY 300 E UNIVERSITY BOULEVARD STE 120 TUCSON AZ 85705 N/A PC GENERAL OPERATIONS 35000 UNITED WAY OF CENTRAL INDIANA 3901 N MERIDIAN STREET INDIANAPOLIS IN 46208 N/A PC GENERAL OPERATIONS 30000 UNIVERSITY CLUB FOUNDATION 970 N DELAWARE STREET INDIANAPOLIS IN 46202 N/A PC GENERAL OPERATIONS 5000 UNIVERSITY OF PORTLAND 5000 N WILLAMETTE BLVD PORTLAND OR 97203 N/A PC GENERAL OPERATIONS 2000 WABASH COLLEGE PO BOX 352 CRAWFORDSVILLE IN 479330352 N/A PC GENERAL OPERATIONS 25000 WHEELER MISSION MINISTRIES 245 N DELAWARE STREET INDIANAPOLIS IN 46204 N/A PC GENERAL OPERATIONS 1000 WILD EARTH GUARDIANS 738 N 5TH AVENUE STE 225 TUCSON AZ 85705 N/A PC GENERAL OPERATIONS 15000 WILD EARTH SOCIETY DBA WILDLANDS NETWORK 1402 3RD AVE SUITE 1019 SEATTLE WA 98101 N/A PC GENERAL OPERATIONS 5000 WILLIAMS COLLEGE 100 SPRING STREET SUITE 201 WILLIAMSTOWN MA 01267 N/A PC GENERAL OPERATIONS 24000 WOODMONT CHRISTIAN CHURCH 3601 HILLSBORO PIKE NASHVILLE TN 37215 N/A PC GENERAL OPERATIONS 1500 726964 0 14 90 14 252152 14 975 18 1800776 0 2053993 0 2053993 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 13750 0 13750 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)-3. APPLIED MATERIALS INC GLB 01.750% JUN 01 2030 9727 9796 AVALONBAY COMMUNITIES SER MTN 03.300% JUN 01 2029 6343 6482 AMAZON.COM INC GLB 02.100% MAY 12 2031 10119 10144 ABBOTT LABORATORIES GLB 03.750% NOV 30 2026 8926 8845 ALPHABET INC GLB 00.800% AUG 15 2027 9818 9690 BLACKROCK INC GLB 02.400% APR 30 2030 17516 17512 HOME DEPOT INC GLB 02.950% JUN 15 2029 9795 9597 CHARLES SCHWAB CORP GLB 03.250% MAY 22 2029 11443 11827 CLOROX COMPANY GLB 03.100% OCT 01 2027 13400 13806 COMMONWEALTH EDISON CO 1ST MORTGAGE GLB 03.700% AUG 15 2028 9917 10979 COMCAST CORP COMPANY GUARNT 03.300% FEB 01 2027 16738 17198 CONOCOPHILLIPS COMPANY COMPANY GUARNT GLB 04.950% MAR 15 2026 13951 14673 CITIGROUP INC VAR%MAR 20 2030 17716 17678 CON EDISON CO OF NY INC SER 20A GLB 03.350% APR 01 2030 9742 9688 CHEVRON USA INC COMPANY GUARNT 03.250% OCT 15 2029 9722 9733 CATERPILLAR INC GLB 01.900% MAR 12 2031 17596 17963 DUKE ENERGY FLORIDA LLC 1ST MORTGAGE GLB 03.800% JUL 15 2028 6210 6616 DTE ELECTRIC CO 1ST MORTGAGE SER C 02.625% MAR 01 2031 17643 17512 EXXON MOBIL CORPORATION GLB 02.440% AUG 16 2029 10198 10266 ECOLAB INC GLB 02.700% NOV 01 2026 10630 11557 ERP OPERATING LP GLB 04.150% DEC 01 2028 12180 13547 EMERSON ELECTRIC CO 00.875% OCT 15 2026 9909 9732 GOLDMAN SACHS GROUP INC GLB 02.600% FEB 07 2030 16878 17302 JPMORGAN CHASE & CO SUBORDINATED GLB VAR%MAY 13 2031 16360 16583 LOCKHEED MARTIN CORP GLB 03.550% JAN 15 2026 33705 33573 MERCK & CO INC GLB 03.400% MAR 07 2029 9822 9799 QUALCOMM INC GLB 03.250% MAY 20 2027 16762 17275 PNC FINANCIAL SERVICES GLB 03.450% APR 23 2029 9976 9808 PROCTER & GAMBLE CO/THE GLB 02.450% NOV 03 2026 9557 9429 PHILIP MORRIS INTL INC GLB 03.125% MAR 02 2028 10321 11673 PROLOGIS LP COMPANY GUARNT GLB 01.625% MAR 15 2031 9439 9540 REALTY INCOME CORP GLB 03.250% JAN 15 2031 9620 9688 SHELL INTERNATIONAL FIN COMPANY GUARNT GLB 03.875% NOV 13 2028 6893 6710 STATE STREET CORP SUBORDINATED GLB 02.200% MAR 03 2031 17710 17862 TOTAL CAPITAL INTL SA COMPANY GUARNT GLB 02.829% JAN 10 2030 9434 9433 TARGET CORP GLB 02.500% APR 15 2026 17777 17801 TJX COS INC GLB 01.600% MAY 15 2031 16992 17289 UNITEDHEALTH GROUP INC GLB 02.875% AUG 15 2029 16729 16941 UNITED PARCEL SERVICE 03.050% NOV 15 2027 9087 9615 WALT DISNEY COMPANY/THE COMPANY GUARNT GLB 02.200% JAN 13 2028 11333 11213 WASTE MANAGEMENT INC COMPANY GUARNT GLB 01.150% MAR 15 2028 9559 9552 WELLS FARGO & COMPANY SUBD SER GMTN GLB 04.300% JUL 22 2027 10108 10033 AMERICAN HONDA FINANCE SER MTN 02.350% JAN 08 2027 7397 7201 TOYOTA MOTOR CREDIT CORP SER MTN GLB 02.150% FEB 13 2030 17495 17053 AMAZON.COM INC GLB 02.800% AUG 22 2024 16227 16751 AMERICAN EXPRESS CO GLB 03.125% MAY 20 2026 7529 7411 ALPHABET INC GLB 01.998% AUG 15 2026 17803 17528 APPLE INC GLB 02.700% MAY 13 2022 10086 10086 ABBOTT LABORATORIES GLB 02.950% MAR 15 2025 13530 13654 ACE INA HOLDINGS COMPANY GUARNT GLB 02.875% NOV 03 2022 14041 14216 BERKSHIRE HATHAWAY INC GLB 02.750% MAR 15 2023 14027 14295 HOME DEPOT INC GLB 02.700% APR 01 2023 8217 8160 HONEYWELL INTERNATIONAL GLB 00.483% AUG 19 2022 5002 5000 CITIGROUP INC GLB 03.300% APR 27 2025 15782 15938 CHEVRON CORP GLB 02.954% MAY 16 2026 7532 7415 COCA-COLA CO/THE GLB 01.750% SEP 06 2024 8190 8153 CUMMINS INC GLB 00.750% SEP 01 2025 15840 15695 CHARLES SCHWAB CORP GLB 02.650% JAN 25 2023 13575 14260 COMCAST CORP COMPANY GUARNT GLB 03.950% OCT 15 2025 7650 7646 DIAGEO CAPITAL PLC COMPANY GUARNT GLB 02.625% APR 29 2023 7785 8172 EXXON MOBIL CORPORATION GLB 02.275% AUG 16 2026 8352 8260 EQUINOR ASA COMPANY GUARNT GLB 01.750% JAN 22 2026 8207 8052 GOLDMAN SACHS GROUP INC GLB 03.750% MAY 22 2025 7471 7473 GENERAL DYNAMICS CORP COMPANY GUARNT GLB 01.875% AUG 15 2023 8134 8129 JPMORGAN CHASE & CO SUBORDINATED GLB 03.875% SEP 10 2024 7519 7427 METLIFE INC GLB 03.600% APR 10 2024 13426 13723 MICROSOFT CORP GLB 03.625% DEC 15 2023 8481 8422 MERCK & CO INC GLB 02.900% MAR 07 2024 8411 8348 NOVARTIS CAPITAL CORP COMPANY GUARNT GLB 03.400% MAY 06 2024 8451 8442 NATIONAL RURAL UTIL COOP GLB 01.000% JUN 15 2026 7836 7807 QUALCOMM INC GLB 03.000% MAY 20 2022 8086 8080 PEPSICO INC GLB 02.250% MAR 19 2025 7264 7236 PHILIP MORRIS INTL INC GLB 00.875% MAY 01 2026 16813 16394 VISA INC GLB 03.150% DEC 14 2025 7602 7464 REALTY INCOME CORP GLB 00.750% MAR 15 2026 13900 13447 SHELL INTERNATIONAL FIN COMPANY GUARNT GLB 03.250% MAY 11 2025 7435 7453 STATE STREET CORP GLB 03.550% AUG 18 2025 7639 7544 SIMON PROPERTY GROUP LP GLB 03.300% JAN 15 2026 7562 7411 TARGET CORP GLB 03.500% JUL 01 2024 7046 7423 TOYOTA MOTOR CREDIT CORP SER MTN 02.150% SEP 08 2022 8104 8090 UNITEDHEALTH GROUP INC GLB 02.875% MAR 15 2023 8247 8204 UNITED PARCEL SERVICE 02.350% MAY 16 2022 14010 14082 US BANCORP 02.400% JUL 30 2024 8352 8267 VIRGINIA ELEC & POWER CO SER C 02.750% MAR 15 2023 7968 8137 WELLS FARGO & COMPANY SUBORDINATED SER MTN 04.100% JUN 03 2026 23167 22900 WALMART INC GLB 03.400% JUN 26 2023 8271 8323 WASTE MANAGEMENT INC COMPANY GUARNT GLB 00.750% NOV 15 2025 16803 16553 USD BANK NOVA SCOTIA 1.300% JUN 11 2025 8106 7957 TOTAL CAPITAL INTL SA SER 10YR 3.750% APR 10 2024 13399 13798 WALT DISNEY COMPANY/THE COMP GUARNT SER MTN GLB 02.350% DEC 01 2022 8011 8104 JOHN DEERE CAPITAL CORP SER MTN 02.150% SEP 08 2022 13850 14160 AMERICAN HONDA FINANCE SER MTN 02.050% JAN 10 2023 17275 17251 CATERPILLAR FINL SERVICE SER MTN 02.150% NOV 08 2024 8347 8234 AIR PRODUCTS & CHEMICALS GLB 02.050% MAY 15 2030 7202 7048 APPLE INC GLB 02.900% SEP 12 2027 7386 7466 ABBOTT LABORATORIES GLB 01.150% JAN 30 2028 7917 7779 ALPHABET INC GLB 01.100% AUG 15 2030 7727 7573 HOME DEPOT INC GLB 03.900% DEC 06 2028 6844 6762 INTEL CORP GLB 02.450% NOV 15 2029 7407 7248 COCA-COLA CO/THE GLB 02.125% SEP 06 2029 7011 7123 EXXON MOBIL CORPORATION GLB 02.610% OCT 15 2030 7180 7263 GENERAL DYNAMICS CORP COMPANY GUARNT GLB 03.750% MAY 15 2028 8460 8844 KIMBERLY-CLARK CORP GLB 01.050% SEP 15 2027 7964 7755 MICROSOFT CORP GLB 02.400% AUG 08 2026 7390 7329 MARSH & MCLENNAN COS INC GLB 04.375% MAR 15 2029 6940 6845 NOVARTIS CAPITAL CORP COMPANY GUARNT GLB 03.100% MAY 17 2027 7424 7470 PIEDMONT NATURAL GAS CO GLB 03.500% JUN 01 2029 4260 4274 PFIZER INC GLB 03.600% SEP 15 2028 3929 4454 PEPSICO INC GLB 01.400% FEB 25 2031 7543 7638 VIRGINIA ELEC & POWER CO SER A GLB 03.150% JAN 15 2026 3892 4231 REALTY INCOME CORP GLB 03.250% JAN 15 2031 7482 7535 SUMITOMO MITSUI FINL GRP SUBORDINATED GLB 02.142% SEP 23 2030 6649 6734 SHELL INTERNATIONAL FIN COMPANY GUARNT GLB 02.500% SEP 12 2026 7237 7327 SIMON PROPERTY GROUP LP GLB 03.250% NOV 30 2026 4000 4282 TOTAL CAPITAL INTL SA COMPANY GUARNT GLB 03.455% FEB 19 2029 6295 6505 UNITED PARCEL SERVICE 03.400% MAR 15 2029 7334 7641 WALT DISNEY COMPANY/THE COMPANY GUARNT GLB 03.700% MAR 23 2027 6673 6594 AMERICAN HONDA FINANCE SER MTN 02.000% MAR 24 2028 9151 9096 JOHN DEERE CAPITAL CORP SER MTN 02.800% SEP 08 2027 3934 4238 APPLE INC GLB 02.450% AUG 04 2026 8436 8359 AMERICAN EXPRESS CO GLB 04.200% NOV 06 2025 7862 7701 HONEYWELL INTERNATIONAL GLB 01.350% JUN 01 2025 7175 7031 HOME DEPOT INC GLB 03.350% SEP 15 2025 7619 7476 INTEL CORP GLB 02.600% MAY 19 2026 8417 8419 CISCO SYSTEMS INC GLB 02.200% SEP 20 2023 5664 6149 CHEVRON USA INC COMPANY GUARNT GLB 00.333% AUG 12 2022 7005 6995 COMCAST CORP COMPANY GUARNT GLB 03.700% APR 15 2024 7473 7438 DUKE ENERGY PROGRESS LLC 1ST MORTGAGE GLB 03.375% SEP 01 2023 6005 6229 EQUINOR ASA COMPANY GUARNT GLB 02.875% APR 06 2025 8293 8352 EXXON MOBIL CORPORATION GLB 01.571% APR 15 2023 8132 8091 JPMORGAN CHASE & CO SUBORDINATED GLB 03.375% MAY 01 2023 8292 8248 MERCK & CO INC GLB 02.350% FEB 10 2022 11025 11025 MASTERCARD INC GLB 02.000% MAR 03 2025 6279 6153 NOVARTIS CAPITAL CORP COMPANY GUARNT GLB 02.400% SEP 21 2022 8860 9136 QUALCOMM INC GLB 02.900% MAY 20 2024 8425 8338 PFIZER INC GLB 03.400% MAY 15 2024 6066 6356 PEPSICO INC GLB 03.100% JUL 17 2022 9123 9092 PNC FINANCIAL SERVICES GLB 02.600% JUL 23 2026 8439 8369 PROCTER & GAMBLE CO/THE GLB 03.100% AUG 15 2023 7169 7278 SHELL INTERNATIONAL FIN COMPANY GUARNT GLB 02.875% MAY 10 2026 8548 8490 SIMON PROPERTY GROUP LP GLB 03.375% OCT 01 2024 7451 7364 STATE STREET CORP SUBORDINATED GLB 03.100% MAY 15 2023 8300 8250 SUMITOMO MITSUI FINL GRP GLB 02.784% JUL 12 2022 8106 8098 TOYOTA MOTOR CORP GLB 01.339% MAR 25 2026 9024 8964 UNITEDHEALTH GROUP INC GLB 03.750% JUL 15 2025 8771 8678 WALT DISNEY COMPANY/THE COMPANY GUARNT GLB 01.750% AUG 30 2024 6934 7112 USD BANK NOVA SCOTIA 2.000% NOV 15 2022 8124 8105 CATERPILLAR FINL SERVICE SER MTN 00.950% MAY 13 2022 11032 11025 GOLDMAN SACHS GROUP INC SER MTN 03.850% JUL 08 2024 8546 8457 BB&T CORPORATION SER GMTN GLB 02.200% MAR 16 2023 8174 8135 ACCRUED INTEREST 0 10108 10X GENOMICS INC REG SHS 18639 19812 1ST FINANCIAL BCSHS INC 9047 9100 3M COMPANY 8557 7638 A N S Y S INC 18808 35700 ABBOTT LABS 11274 12807 ABBVIE INC SHS 8827 10290 ACCENTURE PLC SHS 3167 6218 ACCOR SA SHS 4374 3830 ADIDAS AG SPONSORED ADR 7754 6768 ADOBE INC 31401 70315 ADVANCE AUTO PARTS INC 16038 23988 ADYEN N.V. 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