RUTH & PETER METZ FAMILY FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- RUTH & PETER METZ FAMILY FOUNDATION INC (EIN 52-1591150)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-07-17
- IRS object ID
- 201411989349100001
- Schema version
- 2013v3.1
- 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
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-07-17T08:18:00-07:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Angelo & OBrien PA | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 340 North Avenue East | AddressLine1 |
| City | Cranford | City |
| State | NJ | State |
| ZIP Code | 070162461 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| Business Name Line2 | co THOMAS PHELAN | BusinessNameLine2 |
| 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 | AddressLine1 |
| City | WESTFIELD | City |
| State | NJ | State |
| ZIP Code | 07090 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL M METZ | PersonNm |
| Person Title | VP | PersonTitleTxt |
| Signature | 2014-07-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Walter O'Brien CPA | PreparerPersonNm |
| PTIN | P00524530 | PTIN |
| Phone | 9082768300 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,362,692 | 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 | $450,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $110 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $110 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $65,583 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $65,583 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $96,727 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,624,376 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $96,727 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $612,420 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $162,420 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $3,730 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,730 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,000 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $36,142 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $36,142 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $40,872 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $39,872 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $52,700 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $52,700 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $93,572 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $39,872 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $52,700 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $518,848 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $122,548 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $156,788 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $153,567 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $153,567 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,240,897 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,757,377 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,203,536 | CorporateStockEOYFMVAmt |
| Other Assets EOY | $5,589 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $5,589 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,397,685 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,916,533 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,362,692 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $2,397,685 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,916,533 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,397,685 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,916,533 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,397,685 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,916,533 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,397,685 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $518,848 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,916,533 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,916,533 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ML a/c#825-04M68 | P | 2006-01-01 | 2013-12-31 | $998,309 | $901,206 | $97,103 | $97,103 |
| ML a/c#825-04M68 | P | 2013-01-01 | 2013-12-31 | $626,067 | $626,443 | -$376 | -$376 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $96,727 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $685,519 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,818,421 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.24323 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $528,988 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,457,329 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.15301 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $647,395 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,716,175 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.17421 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $384,503 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,959,509 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.09711 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $308,639 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,740,292 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.06511 | DistributionYr5Rt |
| Total Distribution | 0.73266 | TotalDistributionRt |
| Average Distribution | 0.14653 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,638,192 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $386,580 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,225 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $387,805 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $52,700 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,451 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,451 | SubtotalAmt |
| Tax Based On Investment Income | $2,451 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,143 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $2,750 | AppliedToEsTaxAmt |
| Total Payments And Credits | $4,893 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,442 | OverpaymentAmt |
| Applied To ES Tax | $2,442 | 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 |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | 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 | WALTER OBRIEN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9082768300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 340 NORTH AVENUE EAST | AddressLine1 |
| City | CRANFORD | City |
| State | NJ | State |
| ZIP Code | 07016 | ZIPCode |
| 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| W PETER METZ | ||||||
| 210 ORCHARD STREET | WESTFIELD | NJ | 07090 | PRES | 0.00 | $0 |
| W PETER METZ III | ||||||
| 210 ORCHARD STREET | WESTFIELD | NJ | 07090 | VP | 0.00 | $0 |
| MICHAEL M METZ | ||||||
| 210 ORCHARD STREET | WESTFIELD | NJ | 07090 | VP | 0.00 | $0 |
| THOMAS PHELAN | ||||||
| 210 ORCHARD STREET | WESTFIELD | NJ | 07090 | SEC'Y | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
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 | $2,597,180 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $81,188 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,678,368 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $2,678,368 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $40,176 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,638,192 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $131,910 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $131,910 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,451 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,451 | TotalTaxAmt |
| Distributable Before Adj | $129,459 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $129,459 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $129,459 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $52,700 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $52,700 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $52,700 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $129,459 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $74,946 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $187,062 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $468,396 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $357,812 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $547,960 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,636,176 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $52,700 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $52,700 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $76,759 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $76,759 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,559,417 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $1,559,417 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $185,249 | ExcessFromYear4Amt |
| Excess From Year3 | $468,396 | ExcessFromYear3Amt |
| Excess From Year2 | $357,812 | ExcessFromYear2Amt |
| Excess From Year1 | $547,960 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | W PETER METZ | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BURLINGTON CITY ARTS FOUNDATION | |||||||
| 149 CHURCH STREET | BURLINGTON | VT | 05401 | NONE | 501(c) | PROVIDE OPERATING FUNDS | $15,500 |
| UNITED WAY OF CHITTENDEN COUNTY | |||||||
| 412 FARRELL STREET | SOUTH BURLINGTON | VT | 05403 | NONE | 501(c) | PROVIDE OPERATING FUNDS | $6,600 |
| CHARLOTTE FOOD SHELF | |||||||
| 3319 MT PHILO ROAD | CHARLOTTE | VT | 05445 | NONE | 501(c) | PROVIDE OPERATING FUNDS | $2,000 |
| MERCY CONNECTIONS | |||||||
| 346 SHELBURNE ROAD | BURLINGTON | VT | 05401 | NONE | 501(c) | PROVIDE OPERATING FUNDS | $500 |
| HUNGER FREE VERMONT | |||||||
| 38 EASTWOOD DR STE 100 | SOUTH BURLINGTON | VT | 05403 | NONE | 501(c) | PROVIDE OPERATING FUNDS | $4,500 |
| HUMANE SOCIETY OF CHITTENDEN COUNTY | |||||||
| 142 KINDNESS COURT | SOUTH BURLINGTON | VT | 05403 | NONE | 501(c) | PROVIDE OPERATING FUNDS | $4,500 |
| WIKIMEDIA FOUNDATION INC | |||||||
| 149 NEW MONTGOMERY STREET | SAN FRANCISCO | CA | 94105 | NONE | 501(c) | PROVIDE OPERATING FUNDS | $11,300 |
| FDN FOR EXCELLENCE IN MENTAL HEALTH | |||||||
| 29100 SW TOWN CENTER LOOP W | WILSONVILLE | OR | 97070 | NONE | 501(c) | PROVIDE OPERATING FUNDS | $1,000 |
| CHARITY NAVIGATOR | |||||||
| 139 HARRISTOWN ROAD STE 101 | GLEN ROCK | NJ | 07452 | NONE | 501(c) | PROVIDE OPERATING FUNDS | $6,800 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $52,700 | 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 | $110 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $65,583 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $96,727 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $162,420 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $162,420 | 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 | W PETER METZ Jr | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1009 MARY ALLEN LANE | AddressLine1 |
| City | MOUNTAINSIDE | City |
| State | NJ | State |
| ZIP Code | 07092 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $450,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Angelo & O'Brien, P.A. | CategoryTxt |
| Amt | $3,730 | Amt |
| Net Investment Income | $3,730 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Due from Broker | Desc |
| EOY Book Value | $5,589 | EOYBookValueAmt |
| EOYFMV | $5,589 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Investment Expenses | $35,284 | $35,284 |
| Miscellaneous | $858 | $858 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Federal Income Tax | CategoryTxt |
| Amt | $1,000 | Amt |
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