METROPOULOS FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- METROPOULOS FAMILY FOUNDATION (EIN 84-2835335)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-12
- IRS object ID
- 202211329349101326
- Schema version
- 2021v4.2
- 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
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-12T08:20:23-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 134008324 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRICEWATERHOUSECOOPERS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 MADISON AVE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 842835335 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | METROPOULOS FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | METR | BusinessNameControlTxt |
| Phone | 9144263600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 GREENWICH AVE | AddressLine1Txt |
| City | GREENWICH | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06830 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL ENGEL | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 3472767178 | PhoneNum |
| Signature | 2022-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MICHAEL | PersonFirstNm |
| Person Last | ENGEL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CLAUDIO DEVELLIS | PreparerPersonNm |
| PTIN | P01452793 | PTIN |
| Phone | 6464713000 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,063,359 | 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 | $2,571,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $25 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $25 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $66,347 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $66,347 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,668,239 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,830,552 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,668,239 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $4,305,611 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,734,611 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,875 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,875 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $19,371 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $125 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $125 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $23,246 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,875 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,209,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,209,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,232,446 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,875 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,211,200 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,073,165 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,732,736 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $209,817 | CashBOYAmt |
| Cash EOY | $874,294 | CashEOYAmt |
| Cash EOYFMV | $874,294 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,424,782 | CorporateStockBOYAmt |
| Corporate Stock EOY | $609,780 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,189,065 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,634,599 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,484,074 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,063,359 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,634,599 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,484,074 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,634,599 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,484,074 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,634,599 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,484,074 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,634,599 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,073,165 | ExcessRevenueOverExpensesAmt |
| Other Increases | $173,911 | OtherIncreasesAmt |
| Subtotal | $3,881,675 | SubtotalAmt |
| Other Decreases | $2,397,601 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,484,074 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 6,500 SHARES OF BANK OF AMERICA CORP | 2011-03-30 | 2021-12-01 | $296,140 | $87,230 | $208,910 | $208,910 |
| 1,000 SHARES OF DUPONT DE NEMOURS INC-W/D | 2017-12-05 | 2021-03-24 | $76,302 | $106,231 | -$29,929 | -$29,929 |
| 3,484 SHARES OF DUPONT DE NEMOURS INC-W/D | 2017-12-05 | 2021-03-24 | $265,835 | $123,809 | $142,026 | $142,026 |
| 4,400 SHARES OF INTEL CORP | 1991-01-01 | 2021-03-02 | $273,924 | $97,108 | $176,816 | $176,816 |
| 7,000 SHARES OF MERCK & CO. INC. | 2004-11-15 | 2021-12-13 | $512,751 | $180,851 | $331,900 | $331,900 |
| 1,000 SHARES OF ORGANON & CO | 2004-11-15 | 2021-12-01 | $29,690 | $12,941 | $16,749 | $16,749 |
| 9,000 SHARES OF INTEL CORP | 1991-01-01 | 2021-03-24 | $579,215 | $198,630 | $380,585 | $380,585 |
| 8,000 SHARES OF INTEL CORP | 1991-01-01 | 2021-12-01 | $399,364 | $176,560 | $222,804 | $222,804 |
| 3,000 SHARES OF MERCK & CO. INC. | 2004-11-15 | 2021-06-15 | $226,263 | $77,508 | $148,755 | $148,755 |
| 2,242 SHARES OF DUPONT DE NEMOURS INC-W/D | 2017-12-05 | 2021-03-24 | $171,068 | $101,445 | $69,623 | $69,623 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,668,239 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $24,085 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $24,085 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $24,085 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,600 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $9,600 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $14,485 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | C DEAN METROPOULOS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9144263600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 GREENWICH AVE | AddressLine1Txt |
| City | GREENWICH | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06830 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| C DEAN METROPOULOS | ||||||||
| 200 GREENWICH AVENUE | GREENWICH | CT | 06830 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| MARIANNE METROPOULOS | ||||||||
| 200 GREENWICH AVENUE | GREENWICH | CT | 06830 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| J DAREN METROPOULOS | ||||||||
| 200 GREENWICH AVENUE | GREENWICH | CT | 06830 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| EVAN METROPOULOS | ||||||||
| 200 GREENWICH AVENUE | GREENWICH | CT | 06830 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| MICHAEL ENGEL | ||||||||
| 200 GREENWICH AVENUE | GREENWICH | CT | 06830 | SECRETARY & TREASURER | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,170,554 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $253,940 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,424,494 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,424,494 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $51,367 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,373,127 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $168,656 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $168,656 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $24,085 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $24,085 | TotalTaxAmt |
| Distributable Before Adj | $144,571 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $144,571 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $144,571 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,211,200 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,211,200 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $144,571 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $14,492 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,056,336 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,070,828 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,211,200 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $144,571 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,066,629 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,137,457 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,137,457 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $14,492 | ExcessFromYear2Amt |
| Excess From Year1 | $2,056,336 | ExcessFromYear1Amt |
| Excess From Current Year | $2,066,629 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | C DEAN METROPOULOS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (38 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| CHURCH OF OUR SAVIOUR | ||||||||
| 1165 RIO RD E | CHARLOTTESVILLE | VA | 22901 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $17,000 | |
| CLEVELAND CLINIC FOUNDATION | ||||||||
| 2049 EAST 100TH STREET | CLEVELAND | OH | 44195 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $100,000 | |
| COVENANT HOUSE | ||||||||
| 461 EIGHTH AVE | NEW YORK | NY | 10001 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $10,000 | |
| COVID 19 RESPONSE FUND | ||||||||
| PO BOX 96619 | WASHINGTON | DC | 200096619 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $10,000 | |
| DOCTORS WITHOUT BORDERS | ||||||||
| 40 RECTOR STREET 16TH FLOOR | NEW YORK | NY | 10006 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $20,000 | |
| FEEDING AMERICA | ||||||||
| 161 NORTH CLARK STREET SUITE 700 | CHICAGO | IL | 60601 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $10,000 | |
| GARY SINISE FOUNDATION | ||||||||
| CANYON LAKE | TEXAS | TX | 78133 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $5,000 | |
| GEORGE J KORKOS MD FOUNDATION | ||||||||
| 300 VILLAGE SQUARE CROSSING SUITE | PALM BEACH GARDENS | FL | 33410 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $5,000 | 102 |
| GOLDEN OPPORTUNITIES | ||||||||
| 2821 OAK BRIDGE ST | RELEIGH | NC | 27610 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $20,000 | |
| GREEK ORTHODOX ARCHDIOCESE OF AMERICA | ||||||||
| 8 E 79TH ST | NEW YORK | NY | 10075 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $50,000 | |
| GREEK ORTHODOX ARCHDIOCESE OF AMERICA | ||||||||
| 8 E 79TH ST | NEW YORK | NY | 10075 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $10,000 | |
| HELLENIC INITIATIVE INC | ||||||||
| 135 E 57TH STREET | NEW YORK | NY | 10022 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $25,000 | |
| HELLENIC PUBLIC RADIO | ||||||||
| 23-18 29TH STREET | NEW YORK | NY | 11105 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $500 | |
| HOLE IN THE WALL GANG FUND INC | ||||||||
| 555 LONG WHARF DR | NEW HEAVEN | CT | 06511 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $525,000 | |
| MAKING HEADWAY FOUNDATION | ||||||||
| 115 KING ST | CHAPPAQUA | NY | 10514 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $10,000 | |
| MARA ELEPHANT PROJECT | ||||||||
| 4000 W 106TH STREET SUITE 125-238 | CARMEL | IN | 46032 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $1,000 | CARMEL |
| MERCY SHIPS | ||||||||
| PO BOX 2020 | GARDEN VALLEY | TX | 75771 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $20,000 | |
| NAMI CONNECTICUT | ||||||||
| 1030 NEW BRITAIN AVE 201 | WEST HARTFORD | CT | 06110 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $10,000 | |
| NATIONAL HELLENIC SOCIETY | ||||||||
| 7272 WISCONSIN AVE STE 300 | BETHESDA | MD | 20814 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $50,000 | |
| NATIONAL PHILOPTOCHOS | ||||||||
| 126 E 37TH ST | NEW YORK | NY | 10016 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $25,000 | |
| NO KID HUNGRY BY SHARE OUR STRENGTH | ||||||||
| 1030 15TH ST NW SUITE 1100 W | WASHINGTON | DC | 20005 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $10,000 | |
| PETA | ||||||||
| 501 FRONT ST | NORFOLK | VA | 23510 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $10,000 | |
| PRINCE'S TRUST USA | ||||||||
| 45 W 27TH ST FL 11 | NEW YORK | NY | 10001 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $1,000,000 | |
| RONALD MCDONALD HOUSE CHARITIES INC | ||||||||
| 4900 MARKET ST | YOUNGSTOWN | OH | 44512 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $10,000 | |
| SAINT CHURCH CATHERINE GREEK ORTHODOX CHURCH | ||||||||
| 120 W SENECA ST | ITHACA | NY | 14850 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $5,000 | |
| SHRINERS HOSPITALS FOR CHILDREN | ||||||||
| 2900 ROCKY POINT DR | TAMPA | FL | 33607 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $30,000 | |
| ST HARALAMBOS GREEK ORTHODOX CHURCH | ||||||||
| 251 25TH ST NW | CANTON | OH | 44709 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $5,000 | |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||||
| 262 DANNY THOMAS PLACE MAIL STOP | MEMPHIS | TN | 38105 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $30,000 | 761 |
| STOWE ELEMENTARY SCHOOL | ||||||||
| 254 PARK ST | STOWE | VT | 05672 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $7,500 | |
| TEDS FOUNDATION | ||||||||
| 2446 DEER RUN RD | CHARITY | VA | 24088 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $2,000 | |
| THE ASPCA | ||||||||
| 520 EIGHTH AVENUE 7TH FLOOR | NEW YORK | NY | 10018 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $10,000 | |
| THE ECUMENICAL PATRIARCH BARTHOLOMEW FOUNDATION | ||||||||
| 8 EAST 79TH STREET | NEW YORK | NY | 10075 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $100,000 | |
| THE HUMANE SOCIETY OF THE UNITED STATES | ||||||||
| 1255 23RD ST NW SUITE 450 | WASHINGTON | DC | 20037 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $10,000 | |
| THE SALVATION ARMY | ||||||||
| 615 SLATERS LANE | ALEXANDRIA | VA | 22314 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $10,000 | |
| THE WASHINGTON OXI DAY FOUNDATION | ||||||||
| 1100 NEW HAMPSHIRE AVE NW | WASHINGTON | DC | 20037 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $25,000 | |
| TOWN OF PALM BEACH UNITED WAY | ||||||||
| 44 COCOANUT ROW | PALM BEACH | FL | 33480 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $10,000 | |
| WORLD VISION | ||||||||
| PO BOX 9716 | FEDERAL WAY | WA | 98063 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $1,200 | |
| WORLD WILDLIFE FUND | ||||||||
| 1250 24TH ST NW | WASHINGTON | DC | 20037 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,209,200 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $25 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $66,347 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,668,239 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,734,611 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,734,611 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | 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 | C DEAN METROPOULOS | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 GREENWICH AVENUE | AddressLine1Txt |
| City | GREENWICH | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06830 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,571,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | PUBLICLY TRADED SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $2,571,000 | FairMarketValueAmt |
| Received | 2021-12-30 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREP FEES | CategoryTxt |
| Amt | $3,750 | Amt |
| Net Investment Income | $1,875 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,875 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3,500 SHARES AGILENT TECHNOLOGIES INC | $72,440 | $558,775 |
| 5,726 SHARES CORTEVA INC | $115,670 | $270,725 |
| 18,500 SHARES BANK OF AMERICA CORP | $248,271 | $823,065 |
| 150,000 SHARES LUMINAR TECHNOLOGIES INC | $173,399 | $2,536,500 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED APPRECIATION ON CONTRIBUTED SECURITIES | Desc |
| Amt | $2,397,601 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DELAWARE DEPT. OF STATE, DIVISION OF CORPORATIONS | Desc |
| Revenue And Expenses Per Books | $125 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $125 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DUPONT DE NEMOURS INC-W/D BASIS ADJUSTMENT | $101,444 |
| CORTEVA INC. BASIS ADJUSTMENT | $72,467 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $19,371 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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