2021-05-10T11:12:12-07:00 2020-12-31 861179305 Walter P OBrien Jr Sole Mbr 390 Schanck Road Freehold NJ 07728 990PF 2020-01-01 521591150 RUTH & PETER METZ FAMILY FOUNDATION co THOMAS PHELAN RUTH 9082322244 29 HAMPTON ROAD CRANFORD NJ 07016 MICHAEL M METZ Co-President 2021-05-10 true MICHAEL M METZ 999009999 Walter P O'Brien Jr CPA P00524530 9082722800 3 AAL1 IAL1 FAL1 2020 2022-09-23 18:48:47Z X 12025631 X X 130 130 194345 192938 462794 6434907 462794 657269 655862 5250 2625 2625 5530 5530 7000 601 301 300 120126 120126 138507 128582 2925 519700 519700 658207 128582 522625 -938 527280 300108 269660 269660 8476228 8641993 11750567 141659 5404 5404 8917995 8917057 12025631 0 X 8917995 8917057 8917995 8917057 8917995 8917057 8917995 -938 8917057 8917057 ML a/c#825-04M68 P 2020-01-01 2020-12-31 711299 665375 45924 45924 ML a/c#825-04M68 P 2019-01-01 2020-12-31 16579 12145 4434 4434 ML a/c#825-03551 P 2020-01-01 2020-12-31 41133 39373 1760 1760 ML a/c#825-03551 P 2019-01-01 2020-12-31 498984 303163 195821 195821 BofA a/c#82574538 P 2020-01-01 2020-12-31 1982356 2071586 -89230 -89230 BofA a/c#82574538 P 2019-01-01 2020-12-31 2148631 2029065 119566 119566 BofA a/c#82574537 P 2020-01-01 2020-12-31 159943 218578 -58635 -58635 BofA a/c#82574537 P 2019-01-01 2020-12-31 875982 632828 243154 243154 462794 -100181 7329 7329 7329 8512 8512 1183 1183 false false false false false false false true true true false false false true true N/A THOMAS PHELAN 9082322244 29 HAMPTON ROAD CRANFORD NJ 07016 false false false false false false false false false false false false false false false false false false false false false false W PETER METZ III 29 HAMPTON ROAD CRANFORD NJ 07016 CO-PRES 1.00 0 MICHAEL M METZ 29HAMPTON ROAD CRANFORD NJ 07016 CO-PRES/TREAS 3.00 1250 SARAH METZ KRISOFF 29 HAMPTON ROAD CRANFORD NJ 07016 VP 1.00 0 DENISE SHEKERJIAN 29 HAMPTON ROAD CRANFORD NJ 07016 VP 1.00 0 THOMAS C PHELAN 29 HAMPTON ROAD CRANFORD NJ 07016 SEC'Y 1.00 4000 DAVID METZ 29 HAMPTON ROAD CRANFORD NJ 07016 ASS'T TREAS 1.00 0 AUSTIN KRISSOFF 29 HAMPTON ROAD CRANFORD NJ 07016 Trustee 1.00 0 LUKE METZ 29 HAMPTON ROAD CRANFORD NJ 07016 Trustee 1.00 0 MATTHEW METZ 29 HAMPTON ROAD CRANFORD NJ 07016 Trustee 1.00 0 JULIETTE WALLACK 29 HAMPTON DRIVE CRANFORD NJ 07016 Trustee 0.00 0 NONE MERRILL LYNCH 100 CAMPUS DRIVE FLORHAM PARK NJ 07932 INVESTMENT ADVISORY 109369 None 0 10218228 672816 0 10891044 0 10891044 163366 10727678 536384 536384 7329 7329 529055 529055 529055 522625 522625 522625 529055 38669 21273 45160 44527 149629 522625 0 522625 6430 6430 143199 0 32239 110960 21273 45160 44527 X CHARLOTTE LIBRARY PO BOX 344 CHARLOTTE VT 05445 NONE 501(c) PROVIDE OPERATING FUNDS 1000 BURLINGTON CITY ARTS FOUNDATION 135 CHURCH STREET BURLINGTON VT 05401 NONE 501(c) PROVIDE OPERATING FUNDS 27000 UNITED WAY OF NORTHWEST VERMONT 412 FARRELL STREET - STE 200 SOUTH BURLINGTON VT 05403 NONE 501(c) PROVIDE OPERATING FUNDS 13000 COMMITTEE ON TEMPORARY SHELTER PO BOX 1616 BURLINGTON VT 05402 NONE 501(c) PROVIDE OPERATING FUNDS 3000 CHAMPLAIN COLLEGE 163 SOUTH WILLARD ST BURLINGTON VT 05402 NONE 501(c) PROVIDE OPERATING FUNDS 5000 SEABA 28 HOWARD STREET BURLINGTON VT 05401 NONE 501(c) PROVIDE OPERATING FUNDS 5000 GREATER WORCESTER COMMUNITY FOUNDAT 370 MAIN STREET SUITE 650 WORCESTER MA 01608 NONE 501(c) PROVIDE OPERATING FUNDS 209000 SHELBURNE MUSEUM PO BOX 10 SHELBURNE VT 05482 NONE 501(c) PROVIDE OPERATING FUNDS 3000 FLYNN CTR FOR PERFORM ARTS 153 MAIN STREET BURLINGTON VT 05401 NONE 501(c) PROVIDE OPERATING FUNDS 1000 HUNGER FREE VERMONT 38 EASTWOOD DRIVE - STE 100 SOUTH BURLINGTON VT 05403 NONE 501(c) PROVIDE OPERATING FUNDS 5000 HUMANE SOCIETY OF CHITTENDEN COUNTY 142 KINDNESS COURT SOUTH BURLINGTON VT 05403 NONE 501(c) PROVIDE OPERATING FUNDS 3000 STERN CENTER 183 TALCOTT ROAD WILLISTON VT 05495 NONE 501(c) PROVIDE OPERATING FUNDS 1000 WIKIMEDIA FOUNDATION INC 1 MONTGOMERY STREET - STE 1600 SAN FRANCISCO CA 94104 NONE 501(c) PROVIDE OPERATING FUNDS 6000 VERMONT COMMUNITY FOUNDATION 3 COURT STREET MIDDLEBURY VT 05753 NONE 501(c) PROVIDE OPERATING FUNDS 2000 VERMONT INT'L FILM FESTIVAL PO BOX 483 BURLINGTON VT 05402 NONE 501(c) PROVIDE OPERATING FUNDS 500 CHARITY NAVIGATOR 139 HARRISTOWN ROAD STE 101 GLEN ROCK NJ 07452 NONE 501(c) PROVIDE OPERATING FUNDS 250 GENERATOR INC 250 MAIN STREET BURLINGTON VT 05401 NONE 501(c) PROVIDE OPERATING FUNDS 105000 SPECTRUM YOUTH FAMILY SVCS 31 ELMWOOD AVENUE BURLINGTON VT 05401 NONE 501(c) PROVIDE OPERATING FUNDS 5100 VERMONT WOMEN'S FUND 3 COURT STREET MIDDLEBURY VT 05753 NONE 501(c) PROVIDE OPERATING FUNDS 2000 UNITED WAY OF MASSACHUSETTS BAY 51 SLEEPER STREET BOSTON MA 02210 NONE 501(c) PROVIDE OPERATING FUNDS 2500 PLANNED PARENTHOOD OF NO NEW ENGLAN 784 HERCULES DRIVE - STE 110 COLCHESTER VT 05446 NONE 501(c) PROVIDE OPERATING FUNDS 2000 VERMONT ARTS COUNCIL 136 STATE STREET - STE 6001 MONTPELIER VT 05633 NONE 501(c) PROVIDE OPERATING FUNDS 2500 VERMONT PUBLIC RADIO 365 TROY AVENUE COLCHESTER VT 05446 NONE 501(c) PROVIDE OPERATING FUNDS 3000 VERMONT PBS 10 EAST ALLEN STREET - STE 202 WINOOSKI VT 05404 NONE 501(c) PROVIDE OPERATING FUNDS 1000 OLIN COLLEGE 1000 OLIN WAY NEEDHAM MA 02492 NONE 501(c) PROVIDE OPERATING FUNDS 5000 APPALACHIAN MOUNTAIN CLUB 5 JOY STREET BOSTON MA 02108 NONE 501(c) PROVIDE OPERATING FUNDS 7000 VT DIGGER 26 STATE STREET - STE 8 MONTPELIER VT 05602 NONE 501(c) PROVIDE OPERATING FUNDS 2000 EARTH JUSTICE 50 CALIFORNIA STREET STE 500 SAN FRANCISCO CA 94111 NONE 501(c) PROVIDE OPERATING FUNDS 6250 STEVENSON SCHOOL 24 W 74TH STREET NEW YORK NY 10023 NONE 501(c) PROVIDE OPERATING FUNDS 1000 3 DOORS 554 DRUMHELLER LANE SHIPMAN VA 22971 NONE 501(C) PROVIDE OPERATING FUNDS 4000 INDIANA UNIVERSITY - O'NEIL SCHOOL PO500 BLOOMINGTON IN 47402 NONE 501(C) PROVIDE OPERATING FUNDS 1500 INTERVALE CENTER 180 INTERVALE ROAD BURLINGTON VT 05401 NONE 501(C) PROVIDE OPERATING FUNDS 3000 KENYON COLLEGE 103 COLLEGE ROAD GAMBIER OH 43022 NONE 501(C) PROVIDE OPERATING FUNDS 3000 LEXINGTON COMMUNITY FARM 52 LOWELL STREET LEXINGTON MA 02420 NONE 501(C) PROVIDE OPERATING FUNDS 3000 FEEDING CHITTENDEN 228 NORTH WINOOSKI AVENUE BURLINGTON VT 05401 NONE 501(C) PROVIDE OPERATING FUNDS 5000 URBAN JUSTICE CENTER 40 RECTOR STREET NEW YORK NY 10006 NONE 501(C) PROVIDE OPERATING FUNDS 4750 GREATER BURLINGTON YMCA 298 COLLEGE STREET BURLINGTON VT 05401 NONE 501(C) PROVIDE OPERATING FUNDS 3100 AMERICAN WHITEWATER ASSOCIATION PO BOX 1540 CULLOWHEE NC 28723 NONE 501(C) PROVIDE OPERATING FUNDS 3000 BOSTON HEALTHCARE FOR THE HOMELESS 780 ALBANY STREET BOSTON MA 02118 NONE 501(C) PROVIDE OPERATING FUNDS 2500 LAUNCH VT 60 MAIN STREET BURLINGTON VT 05401 NONE 501(C) PROVIDE OPERATING FUNDS 7000 ECHO LEAHY CENTER 1 COLLEGE STREET BURLINGTON VT 05401 NONE 501(C) PROVIDE OPERATING FUNDS 5000 CENTER FOR WOMEN ENTERPRISE 44 SCHOOL STREET - STE 200 BOSTON MA 02108 NONE 501(C) PROVIDE OPERATING FUNDS 2000 THE CURTIS FUND 3 COURT STREET MIDDLEBURY VT 05753 NONE 501(C) PROVIDE OPERATING FUNDS 4000 NATURAL RESOURCES DEFENSE COUNCIL 40 WEST 20TH STREET 11TH FLOOR NEW YORK NY 10011 NONE 501(C) PROVIDE OPERATING FUNDS 3000 UP FOR LEARNING 155 ELM STREET - STE 1 MONTPELIER VT 05602 NONE 501(C) PROVIDE OPERATING FUNDS 4000 INDIANA UNIV - MAUER SCHOOL OF LAW PO BOX 500 BLOOMINGTON IN 47402 NONE 501(C) PROVIDE OPERATING FUNDS 2500 PAWS 15305 44TH AVENUE W LYNNWOOD WA 98087 NONE 501(C) PROVIDE OPERATING FUNDS 500 THE JANET S MUNT FAMILY ROOM 20 ALLEN STREET BURLINGTON VT 05401 NONE 501(C) PROVIDE OPERATING FUNDS 5000 ROOM TO GROW 400 SHAWMUT AVENUE BOSTON MA 02118 NONE 501(C) PROVIDE OPERATING FUNDS 5000 PLANNED PARENTHOOD OF MASSACHUSETTS 1055 COMMONWEALTH AVENUE BOSTON MA 02215 NONE 501(C) PROVIDE OPERATING FUNDS 5500 SARA HOLBROOK COMMUNITY CENTER 66 NORTH AVENUE BURLINGTON VT 05401 NONE 501(C) PROVIDE OPERATING FUNDS 5000 ELECTRONIC FREEDOM FOUNDATION 815 EDDY STREET SAN FRANCISCO CA 94109 NONE 501(c) PROVIDE OPERATING FUNDS 1000 SOCIAL GOOD FUND PO BOX 5473 RICHMOND CA 94805 NONE 501(c) PROVIDE OPERATING FUNDS 2000 EAST OAKLAND COMMUNITY PROJECT 7515 INTERNATIONAL BLVD OAKLAND CA 94621 NONE 501(c) PROVIDE OPERATING FUNDS 5250 FOLDS OF HONOR 5800 N PATRIOT DRIVE OWASSA OK 74055 NONE 501(c) PROVIDE OPERATING FUNDS 1000 519700 130 194345 462794 657269 657269 4 & 7 THESE INVESTMENT ACTIVITIES ARE THE PRIMARY MEANS BY WHICH THE ORGANIZATION ACCOMPLISHES ITS GOALS. false false false false false false false false false false Angelo & O'Brien, P.A. 5530 5530 0 0 Due from Broker 141659 5404 5404 Foreign Taxes 3795 3795 Investment Expenses 109369 109369 Service Charges 91 91 Trading Expenses 6871 6871 Federal Income taxes 7000