RUTH & PETER METZ FAMILY FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- RUTH & PETER METZ FAMILY FOUNDATION INC (EIN 52-1591150)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-14
- IRS object ID
- 202421359349102012
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Expln Of Non Filing With AG Stmt
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-14T07:48:50-07:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861179305 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Walter P OBrien Jr Sole Mbr | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 390 Schanck Road | AddressLine1Txt |
| City | Freehold | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07728 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521591150 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUTH & PETER METZ FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | co THOMAS PHELAN | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RUTH | BusinessNameControlTxt |
| Phone | 9082322244 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 210 ORCHARD STREET | AddressLine1Txt |
| City | WESTFIELD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07090 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL M METZ | PersonNm |
| Person Title | Co-President | PersonTitleTxt |
| Signature | 2024-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MICHAEL M | PersonFirstNm |
| Person Last | METZ | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Walter P O'Brien Jr CPA | PreparerPersonNm |
| PTIN | P00524530 | PTIN |
| Phone | 9082722800 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,545,905 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $62,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,046 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,046 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $254,643 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $251,723 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $295,576 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,352,003 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $295,576 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $38 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $38 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $613,303 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $548,383 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,250 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $625 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $625 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,000 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,000 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,000 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,745 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,745 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $9,000 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $32,406 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $16,203 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $16,203 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $120,096 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $120,096 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $170,497 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $143,669 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $17,828 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $591,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $591,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $761,897 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $143,669 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $609,228 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$148,594 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $404,714 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $618,462 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $344,901 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $344,901 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $8,677,351 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,796,059 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $11,190,078 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $4,667 | OtherAssetsBOYAmt |
| Other Assets EOY | $10,926 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $10,926 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $9,300,480 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,151,886 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,545,905 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $9,300,480 | CapitalStockBOYAmt |
| Capital Stock EOY | $9,151,886 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,300,480 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,151,886 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,300,480 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,151,886 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,300,480 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$148,594 | ExcessRevenueOverExpensesAmt |
| Subtotal | $9,151,886 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $9,151,886 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| BofA a/c#825-74537 | P | 2023-01-01 | 2023-12-31 | $163,758 | $196,566 | -$32,808 | -$32,808 |
| BofA a/c#825-74537 | P | 2022-01-01 | 2023-12-31 | $1,030,153 | $749,563 | $280,590 | $280,590 |
| BofA a/c#825-74538 | P | 2023-01-01 | 2023-12-31 | $1,739,413 | $1,761,684 | -$22,271 | -$22,271 |
| BofA a/c#825-74538 | P | 2022-01-01 | 2023-12-31 | $1,418,679 | $1,348,614 | $70,065 | $70,065 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $295,576 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,626 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,626 | SubtotalAmt |
| Tax Based On Investment Income | $5,626 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,003 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $6,003 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $377 | OverpaymentAmt |
| Applied To ES Tax | $377 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | false | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMAS PHELAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9082322244 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 210 ORCHARD STREET | AddressLine1Txt |
| City | WESTFIELD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07090 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (11 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| W PETER METZ III | ||||||
| 210 ORCHARD STREET | WESTFIELD | NJ | 07090 | CO-PRES | 1.00 | $0 |
| MICHAEL M METZ | ||||||
| 210 ORCHARD STREET | WESTFIELD | NJ | 07090 | CO-PRES/TREAS | 3.00 | $1,250 |
| SARAH METZ KRISOFF | ||||||
| 210 ORCHARD STREET | WESTFIELD | NJ | 07090 | VP | 1.00 | $0 |
| DENISE SHEKERJIAN | ||||||
| 210 ORCHARD STREET | WESTFIELD | NJ | 07090 | VP | 1.00 | $0 |
| THOMAS C PHELAN | ||||||
| 210 ORCHARD STREET | WESTFIELD | NJ | 07090 | SEC'Y | 1.00 | $2,000 |
| DAVID METZ | ||||||
| 210 ORCHARD STREET | WESTFIELD | NJ | 07090 | TRUSTEE | 1.00 | $0 |
| AUSTIN KRISOFF | ||||||
| 210 ORCHARD STREET | WESTFIELD | NJ | 07090 | TRUSTEE | 1.00 | $0 |
| LUKE METZ | ||||||
| 210 ORCHARD STREET | WESTFIELD | NJ | 07090 | TRUSTEE | 1.00 | $0 |
| MATTHEW METZ | ||||||
| 210 ORCHARD STREET | WESTFIELD | NJ | 07090 | TRUSTEE | 1.00 | $0 |
| JULIETTE WALLACK | ||||||
| 210 ORCHARD STREET | WESTFIELD | NJ | 07090 | TRUSTEE | 1.00 | $0 |
| KRISTIE DAFOE | ||||||
| 210 ORCHARD STREET | WESTFIELD | NJ | 07090 | Trustee | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MERRILL LYNCH | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 CAMPUS DRIVE | AddressLine1Txt |
| City | FLORHAM PARK | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07932 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT ADVISORY | ServiceTypeTxt |
| Compensation | $113,824 | CompensationAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | None | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $10,591,861 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $677,965 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,269,826 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $11,269,826 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $169,047 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,100,779 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $555,039 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $555,039 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,626 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,626 | TotalTaxAmt |
| Distributable Before Adj | $549,413 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $549,413 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $549,413 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $609,228 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $609,228 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $549,413 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $44,527 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr1 | $85,738 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $130,265 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $609,228 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $549,413 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $59,815 | RemainingDistriFromCorpusAmt |
| Total Corpus | $190,080 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $190,080 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $44,527 | ExcessFromYear4Amt |
| Excess From Year1 | $85,738 | ExcessFromYear1Amt |
| Excess From Current Year | $59,815 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (60 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| FRIENDS OF THE CHARLOTTE LIBRARY | |||||||
| PO BOX 344 | CHARLOTTE | VT | 05445 | NONE | 501(c) | PROVIDE OPERATING FUNDS | $1,000 |
| BURLINGTON CITY ARTS FOUNDATION | |||||||
| 135 CHURCH STREET | BURLINGTON | VT | 05401 | NONE | 501(c) | PROVIDE OPERATING FUNDS | $35,000 |
| UNITED WAY OF NW VERMONT | |||||||
| 412 FARRELL ST - STE 200 | SOUTH BURLINGTON | VT | 05403 | NONE | 501(c) | PROVIDE OPERATING FUNDS | $10,000 |
| COMMITTEE ON TEMP SHELTER | |||||||
| PO BOX 1616 | BURLINGTON | VT | 05402 | NONE | 501(c) | PROVIDE OPERATING FUNDS | $2,000 |
| CHAMPLAIN COLLEGE | |||||||
| 163 SOUTH WILLARD ST | BURLINGTON | VT | 05401 | NONE | 501(c) | PROVIDE OPERATING FUNDS | $10,000 |
| MERCY CONNECTIONS | |||||||
| 255 S CHAMPLAIN ST - STE 8 | BURLINGTON | VT | 05401 | NONE | 501(c) | PROVIDE OPERATING FUNDS | $2,000 |
| GREATER WORCESTER COMMUNITY FOUNDAT | |||||||
| 370 MAIN STREET - STE 650 | WORCESTER | MA | 01608 | NONE | 501(c) | ANONYMOUS DISTRIBUTIONS TO LOCAL, QUALIFIED NON-PROFITS WITHIN THE YEAR OF RECEIPT OF FUNDS | $230,000 |
| SHELBURNE MUSEUM | |||||||
| PO BOX 10 | SHELBURNE | VT | 05482 | NONE | 501(c) | PROVIDE OPERATING FUNDS | $5,000 |
| FLYNN CTR FOR PERFORM ARTS | |||||||
| 153 MAIN STREET | BURLINGTON | VT | 05401 | NONE | 501(c) | PROVIDE OPERATING FUNDS | $1,000 |
| HUMANE SOCIETY OF CHITTENDEN COUNTY | |||||||
| 142 KINDNESS COURT | SOUTH BURLINGTON | VT | 05403 | NONE | 501(c) | PROVIDE OPERATING FUNDS | $2,000 |
| STERN CENTER | |||||||
| 183 TALCOTT ROAD - STE 101 | WILLISTON | VT | 05495 | NONE | 501(c) | PROVIDE OPERATING FUNDS | $5,000 |
| WIKIMEDIA FOUNDATION INC | |||||||
| PO BOX 98204 | WASHINGTON | DC | 20090 | NONE | 501(c) | PROVIDE OPERATING FUNDS | $6,050 |
| CHARITY NAVIGATOR | |||||||
| 139 HARRISTOWN ROAD STE 101 | GLEN ROCK | NJ | 07452 | NONE | 501(c) | PROVIDE OPERATING FUNDS | $700 |
| GENERATOR INC | |||||||
| PO BOX 64853 | S BURLINGTON | VT | 05406 | NONE | 501(c) | PROVIDE OPERATING FUNDS | $77,000 |
| SPECTRUM YOUTH FAMILY SVCS | |||||||
| 31 ELMWOOD AVENUE | BURLINGTON | VT | 05401 | NONE | 501(c) | PROVIDE OPERATING FUNDS | $5,000 |
| VERMONT WOMEN'S FUND | |||||||
| 3 COURT STREET | MIDDLEBURY | VT | 05753 | NONE | 501(c) | PROVIDE OPERATING FUNDS | $4,000 |
| PLANNED PARENTHOOD OF NO NEW ENGLAN | |||||||
| 784 HERCULES DR - STE 110 | COLCHESTER | VT | 05446 | NONE | 501(c) | PROVIDE OPERATING FUNDS | $4,000 |
| VERMONT PUBLIC | |||||||
| 365 TROY AVENUE | COLCHESTER | VT | 05446 | NONE | 501(c) | PROVIDE OPERATING FUNDS | $5,000 |
| OLIN COLLEGE | |||||||
| 1000 OLIN WAY | NEEDHAM | MA | 02492 | NONE | 501(c) | HOOVER MEMORIAL ENDOWMENT FUND | $10,000 |
| BOSTON HEALTHCARE FOR THE HOMELESS | |||||||
| 780 ALBANY STREET | BOSTON | MA | 02118 | NONE | 501(c) | PROVIDE OPERATING FUNDS | $1,500 |
| APPALACHIAN MOUNTAIN CLUB | |||||||
| 10 CITY SQUARE | BOSTON | MA | 02129 | NONE | 501(c) | PROVIDE OPERATING FUNDS | $5,000 |
| VT DIGGER | |||||||
| 26 STATE STREET - STE 8 | MONTPELIER | VT | 05602 | NONE | 501(c) | PROVIDE OPERATING FUNDS | $3,000 |
| EARTH JUSTICE | |||||||
| 50 CALIFORNIA ST - STE 500 | SAN FRANCISCO | CA | 94111 | NONE | 501(c) | PROVIDE OPERATING FUNDS | $1,750 |
| STEVENSON SCHOOL | |||||||
| 24 W 74TH STREET | NEW YORK | NY | 10023 | NONE | 501(c) | PROVIDE OPERATING FUNDS | $5,000 |
| INDIANA U-O'NEIL SCHOOL | |||||||
| PO500 | BLOOMINGTON | IN | 47402 | NONE | 501(C) | PROVIDE OPERATING FUNDS | $4,500 |
| INTERVALE CENTER | |||||||
| 180 INTERVALE ROAD | BURLINGTON | VT | 05401 | NONE | 501(C) | PROVIDE OPERATING FUNDS | $4,000 |
| KENYON COLLEGE | |||||||
| 105 CHASE AVENUE | GAMBIER | OH | 43022 | NONE | 501(C) | PROVIDE OPERATING FUNDS | $5,000 |
| LEXINGTON COMMUNITY FARM | |||||||
| 52 LOWELL STREET | LEXINGTON | MA | 02420 | NONE | 501(C) | 2023 GEODESIC DOME | $10,000 |
| AMERICAN WHITEWATER ASSOCIATION | |||||||
| PO BOX 1540 | CULLOWHEE | NC | 28723 | NONE | 501(C) | PROVIDE OPERATING FUNDS | $2,000 |
| ECHO - LEAHY CENTER | |||||||
| 1 COLLEGE STREET | BURLINGTON | VT | 05401 | NONE | 501(C) | PROVIDE OPERATING FUNDS | $5,000 |
| THE CURTIS FUND | |||||||
| 3 COURT STREET | MIDDLEBURY | VT | 05753 | NONE | 501(C) | PROVIDE OPERATING FUNDS | $5,000 |
| NATURAL RESOURCES DEFENSE COUNCIL | |||||||
| 40 WEST 20TH ST - 11TH FL | NEW YORK | NY | 10011 | NONE | 501(C) | PROVIDE OPERATING FUNDS | $2,750 |
| INDIANA U-MAUER SCH OF LAW | |||||||
| PO BOX 500 | BLOOMINGTON | IN | 47402 | NONE | 501(C) | PROVIDE OPERATING FUNDS | $2,500 |
| PAWS | |||||||
| 15305 44TH AVENUE W | LYNNWOOD | WA | 98087 | NONE | 501(C) | PROVIDE OPERATING FUNDS | $1,500 |
| THE JANET MUNT FAMILY ROOM | |||||||
| 20 ALLEN STREET | BURLINGTON | VT | 05401 | NONE | 501(C) | PROVIDE OPERATING FUNDS | $5,000 |
| ROOM TO GROW | |||||||
| 400 SHAWMUT AVENUE | BOSTON | MA | 02118 | NONE | 501(C) | PROVIDE OPERATING FUNDS | $5,000 |
| ELECTRONIC FRONTIER FOUNDATION | |||||||
| 815 EDDY STREET | SAN FRANCISCO | CA | 94109 | NONE | 501(c) | PROVIDE OPERATING FUNDS | $1,000 |
| VT ACADEMY OF SCIENCE ENG | |||||||
| PO BOX 4158 | BURLINGTON | VT | 05406 | NONE | 501(C) | PROVIDE OPERATING FUNDS | $15,000 |
| LILITH FUND | |||||||
| PO BOX 684949 | AUSTIN | TX | 78768 | NONE | 501(c) | PROVIDE OPERATING FUNDS | $1,750 |
| PROJECT HOME | |||||||
| 1515 FAIRMOUNT AVENUE | PHILADELPHIA | PA | 19130 | NONE | 501(c) | PROVIDE OPERATING FUNDS | $14,000 |
| THE TRUSTEES OF RESERVATIONS | |||||||
| 200 HIGH STREET - 4th FLOOR | BOSTON | MA | 02110 | NONE | 501(c) | PROVIDE OPERATING FUNDS | $2,500 |
| JOURNALISM FUNDING PARTNERS | |||||||
| 1731 HOWE AVENUE - 242 | SACRAMENTO | CA | 95825 | NONE | 501(c) | PROVIDE OPERATING FUNDS | $5,000 |
| ARLINGTON COMMUNITY FOUNDATION | |||||||
| 818 N QUINCY STREET | ARLINGTON | VA | 22203 | NONE | 501(c) | PROVIDING OPERATING FUNDS | $5,000 |
| ARLINGTON FREE CLINIC | |||||||
| 2921 11th STREET SOUTH | ARLINGTON | VA | 22204 | NONE | 501(c) | PROVIDE OPERATING FUNDS | $3,000 |
| ARLINGTON FOOD ASSISTANCE CENTER | |||||||
| 2708 S NELSON STREET | ARLINGTON | VA | 22206 | NONE | 501(c) | PROVIDE OPERATING FUNDS | $3,000 |
| VA LEAGUE OF PLANNED PARENTHOOD | |||||||
| 201 N HAMILTON STREET | RICHMOND | VA | 23221 | NONE | 501(c) | PROVIDE OPERATING FUNDS | $3,000 |
| LARKIN STREET YOUTH SERVICES | |||||||
| 134 GOLDEN GATE AVENUE | SAN FRANCISCO | CA | 94102 | NONE | 501(c) | PROVIDE OPERATING FUNDS | $1,500 |
| HAMILTON FAMILIES | |||||||
| 273 NINTH STREET | SAN FRANCISCO | CA | 94103 | NONE | 501(c) | PROVIDE OPERATING FUNDS | $1,500 |
| SCHUYKILL RIVER PARK FUND | |||||||
| PO BOX 30246 | PHILADELPHIA | PA | 19103 | NONE | 501(c) | PROVIDE OPERATING FUNDS | $15,400 |
| PRESERVATION TRUST OF VERMONT | |||||||
| 90 MAIN STREET - STE 304 | MONTPELIER | VT | 05602 | NONE | 501(c) | PROVIDE OPERATING FUNDS | $6,000 |
| VERMONT COUNCIL ON RURAL DEVELOPMEN | |||||||
| 9 BAILEY AVE - PO BOX 1384 | MONTPELIER | VT | 05601 | NONE | 501(c) | PROVIDE OPERATING FUNDS | $1,000 |
| BTV IGNITE | |||||||
| 60 MAIN STREET | BURLINGTON | VT | 05401 | NONE | 501(c) | PROVIDE OPERATING FUNDS | $1,500 |
| VERMONT HUMANITIES | |||||||
| 11 LOOMIS STREET | MONTPELIER | VT | 05602 | NONE | 501(c) | PROVIDE OPERATING FUNDS | $4,000 |
| FRIENDS OF THE ARLINGTON PUBLIC LIB | |||||||
| 1015 N QUINCY STREET | ARLINGTON | VA | 22201 | NONE | 501(c) | PROVIDE OPERATING FUNDS | $5,000 |
| LUTHERAN SOCIAL SERVICES | |||||||
| 1730 RHODE ISLAND AVE NW - STE 712 | WASHINGTON | DC | 20036 | NONE | 501(c) | PROVIDE OPERATING FUNDS | $3,000 |
| DOORWAYS | |||||||
| PO BOX 100185 | ARLINGTON | VA | 22210 | NONE | 501(c) | PROVIDE OPERATING FUNDS | $3,000 |
| ARLINGTON NEIGHBORHOOD VILLAGE | |||||||
| 2666 MILITARY ROAD | ARLINGTON | VA | 22207 | NONE | 501(c) | PROVIDE OPERATING FUNDS | $3,000 |
| PARTNERS IN HEALTH | |||||||
| 800 BOYLESTON ST - STE 300 | BOSTON | MA | 02199 | NONE | 501(c) | PROVIDE OPERATING FUNDS | $2,500 |
| TEAM IMPACT | |||||||
| 500 VICTORY ROAD | QUINCY | MA | 02171 | NONE | 501(c) | PROVIDE OPERATING FUNDS | $1,500 |
| VERMONT ARTS COUNCIL | |||||||
| 136 STATE STREET | MONTPELIER | VT | 05633 | NONE | 501(c) | PROVIDE OPERATING FUNDS | $6,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $591,400 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,046 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $254,643 | RelatedOrExemptFunctionIncmAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $38 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $295,576 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $551,303 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $551,303 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 4 & 7 | LineNumberTxt |
| Relationship Statement | THESE INVESTMENT ACTIVITIES ARE THE PRIMARY MEANS BY WHICH THE ORGANIZATION ACCOMPLISHES ITS GOALS. | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | ESTATE OF W PETER METZ Jr | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o T PHELAN - 210 ORCHARD ST | AddressLine1Txt |
| City | WESTFIELD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07091 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $62,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Walter P O'Brien, CPA, LLC | CategoryTxt |
| Amt | $5,745 | Amt |
| Net Investment Income | $5,745 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | NOT REQUIRED BY THE STATE OF NEW JERSEY | ExplanationTxt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Thomas Phelan, Esq | CategoryTxt |
| Legal Fees | $2,000 | LegalFeesAmt |
| Net Investment Income | $1,000 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,000 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Due from Broker | Desc |
| BOY Book Value | $4,667 | BOYBookValueAmt |
| EOY Book Value | $10,926 | EOYBookValueAmt |
| EOYFMV | $10,926 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Fees - Portfolio Mgt | $113,824 | $113,824 |
| Misc Expenses | $61 | $61 |
| Taxes - Foreign | $4,921 | $4,921 |
| Trading Expenses | $1,290 | $1,290 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $38 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $38 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Federal Income Taxes | CategoryTxt |
| Amt | $9,000 | Amt |