2025-08-27T21:22:20-04:00 2024-10-31 990PF 2023-11-01 237098483 Metal Industries Foundation Inc % Sarah Walker Guthrie META 7274412222 PO Box 4490 Clearwater FL 33758 Sarah Walker Guthrie Trustee 2025-08-28 true Shelly Spoonhour P02534975 7278049701 2025-08-28 X 2023 2025-03-06 01:10:19Z X 3872473 X X 12121 12121 12121 138390 138390 138390 72215 243291 72215 14259 0 0 0 0 0 0 0 0 222726 222726 164770 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 16294 0 16294 0 0 0 0 0 0 0 0 0 2879 0 2879 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 186 0 186 0 19359 0 19359 0 170000 170000 189359 0 19359 170000 33367 222726 145411 7650 7152 7152 82965 160836 160836 0 0 128925 0 128925 128925 128925 2356 2880 2880 0 96095 96191 2556347 2418353 3466198 0 0 0 0 12459 10291 10291 2790702 2824532 3872473 3602 4096 0 0 0 0 0 0 0 2 0 3604 4096 X 2128261 2128261 750767 750768 -91930 -58593 2787098 2820436 2790702 2824532 2787098 33367 1 2820466 30 2820436 Accelleron Inds LTD - 21.00 Shares P 2022-11-14 2023-11-21 561 0 367 194 194 Garrett Motion Inc - 28.00 Shares P 2018-10-22 2023-11-21 211 0 122 89 89 Microsoft Corp - 75.00 Shares P 2010-11-09 2023-11-21 27704 0 1880 25824 25824 WT08 27Occidental Petrol Corp 26.00 Shares P 2010-11-09 2023-11-21 1016 0 129 887 887 Vanguard Dividend Appreciation ETF 162.0610 Shares P 2020-09-15 2023-11-21 81030 0 64931 16099 16099 Wabtec UBS Securities LLC - 115.22 Shares P 2019-04-22 2023-11-21 461 0 312 149 149 Wells Fargo & Company CLD FIX-FLT Pref Stock Class Ser R P 2014-09-11 2024-03-15 25000 0 27960 -2960 -2960 Eaton Corp PLC - 90.00 Shares P 2014-09-22 2024-10-16 30456 0 6083 24373 24373 IShares MSCI Eurozone ETF - 120.00 Shares P 2008-10-09 2024-10-16 6092 0 5668 424 424 IShares MSCI EAFE - 380.00 Shares P 2010-03-18 2024-10-16 31055 0 27446 3609 3609 Warner Bros Discovery Inc Series Ser-A-Cl A - 99.00 Shares P 2022-05-12 2024-10-16 768 0 2412 -1644 -1644 IShares MSCI Eurozone ETF - 780.00 Shares P 2008-10-08 2024-10-30 38937 0 33766 5171 5171 72215 14259 3096 3096 3096 2880 0 0 2880 216 0 0 false false false 0 0 0 false false false false true true FL true false false false false true Sarah Walker Guthrie 7274412222 202 Bluff View Belleair Bluffs FL 33770 false false false false false false false false true 2020 2021 true false false false false false false false false false false false false Pete DeSoto PO Box 4490 Clearwater FL 33758 Trustee 0.00 0 0 0 Jay K Poppleton PO Box 4490 Clearwater FL 33758 Trustee 0.00 0 0 0 Sarah Walker Guthrie PO Box 4490 Clearwater FL 33758 Trustee 0.00 0 0 0 3449445 263925 0 3713370 0 0 3713370 55701 3657669 182883 182883 3096 0 3096 179787 0 179787 0 179787 170000 0 0 0 0 170000 179787 171006 2021 3181 0 170000 170000 0 3181 3181 1006 179787 0 None None X Morton Plant Hospital 300 Pinellas St Clearwater FL 33756 No Relationship N A Charitable Contribution 130000 American Red Cross 3310 W Main St Tampa FL 33607 No Relationship N A Charitable Contribution 30000 SPCA 9099 130th Ave Largo FL 33773 No Relationship N A Charitable Contribution 10000 170000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 14 12121 0 0 14 138390 0 0 0 0 0 0 0 0 0 0 0 0 0 0 18 72215 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 222726 0 222726 false false false false false false false false false false Bank of America Asset Fees 16294 0 16294 0 Garrett Motion Inc 2018-10 Purchase 2023-11 Garrett Motion Inc 211 122 0 0 WT08 27Occidental Petrol Corp 2010-11 Purchase 2023-11 WT08 27Occidental Petrol Corp 1016 129 0 0 Wabtec UBS Securities LLC 2019-04 Purchase 2023-11 Wabtec UBS Securities LLC 461 312 0 0 Eaton Corp PLC 2014-09 Purchase 2024-10 Eaton Corp PLC 30456 6083 0 0 IShares MSCI EAFE 2010-03 Purchase 2024-10 IShares MSCI EAFE 31055 27446 0 0 Warner Bros Discovery Inc 2022-05 Purchase 2024-10 Warner Bros Discovery Inc 768 2412 0 0 IShares MSCI Eurozone ETF 2008-10 Purchase 2024-10 IShares MSCI Eurozone ETF 38937 33766 0 0 Accelleron Inds LTD 2022-11 Purchase 2023-11 Accelleron Inds LTD 561 367 0 0 Microsoft Corp 2010-11 Purchase 2023-11 Microsoft Corp 27704 1880 0 0 Vanguard Dividend Appreciation ETF 2020-09 Purchase 2023-11 Vanguard Dividend Appreciation ETF 81030 64931 0 0 Wells Fargo & Company CLD 2014-09 Purchase 2024-03 Wells Fargo & Company CLD 25000 27960 0 0 IShares MSCI Eurozone ETF 2008-10 Purchase 2024-10 IShares MSCI Eurozone ETF 6092 5668 0 0 SCE TR III FXD FLTG Rate TR PFD Secs 26459 25330 Columbia Income Opportunities Fund 210907 206488 CMG Ultra Short Term Bond Fund 63395 64972 Columbia Short Term Bond Fund 264170 259633 Columbia Quality Income Fund 215000 165962 Principal Spectrum Pfd Secs Fund 168510 154896 Wells Fargo & Co New PFD 6.625% 0 0 Ishares Iboxx Inv Gr Corp 216876 222885 Accelleron Inds Ltd 0 0 Garett Motion Inc 0 0 Hasbro Inc 7141 12732 Target corp 13101 34059 Nike Inc 26124 27767 Clorox Co 10738 26636 General Mills Inc. 9182 16597 Kimberly Clark Corp 9927 22542 Nestle S A 7720 13138 Pepsico Inc 10611 27901 Chevron Corp 10425 21281 ConocoPhillips 8383 22565 Occidental Pete Corp Del 0 0 Phillips 66 2491 12547 Chubb LTD 3360 17794 American Express Co 16877 58067 Blackrock Inc Cl A 7980 50033 PNC Finl Svcs Group Inc 6182 22969 Abbott Labs 10706 30837 AMGEN Inc 15044 42901 CVS Health Corp 17079 17220 Johnson & Johnson 9754 26856 Thermo Fisher Scientific Corp 5965 66651 Eaton Corp Plc 19803 97153 ABB Ltd 11178 24445 Carrier Global Corp 2044 12217 Caterpillar Inc 8322 36491 General Dynamics Corp 10626 48990 Honeywell International Inc 9464 50186 Invesco Global Water Portfolio 8160 20165 Lockheed Martin Corp 9468 66618 Otis Worldwide Corp 2893 8347 Paychex Inc 8010 40406 RTX Corp f k a: Raytheon Corp 6035 20326 Wabtec Corp 0 0 Automatic Data Processing Inc 8865 70575 Cisco Sys Inc 10458 29028 Intel Corp 11788 12482 International Business Machines 10075 17158 Microsoft Corp 6766 109715 Vaneck Vectors Agribusiness 9174 14242 AT&T Inc 7915 9286 Verizon Communications Inc 8636 13819 Warner Bros Discovery 0 0 American Elec Pwr Inc 10583 32390 Columbia Small Cap Index Fund 74660 133673 Columbia Mid Cap Index Fund 58329 101769 Ishares MSCI Eurzone 0 0 Ishares MSCI Emerging Mkts 84793 97701 Ishares MSCI EAFE 88970 133803 Vanguard Dividend Apprec Index 55062 82337 Blackstone Private Credit Fund 100000 101513 Blackstone RE Income 125472 150215 PIMCO Total Return Fund 177444 146532 Pimco International Bond Fund Unhedged 79311 57707 Linde PLC 19942 55650 0 96191 96095 96191 Student Loans 8466 5345 5345 Accrued Interest 3993 4946 4946 Penalty - 2022 Form 990-PF 30 Florida Department of State Annual Report Fee 61 0 61 0 Public Notice Ad in Newspaper 125 0 125 0 Rounding Adj 1 Rounding 2 0 Amber Daniels 4250 Margaret Bellendorf Engl 124675 2022 Form 990-PF Excise Tax 2879 0 2879 0