RUTH & PETER METZ FAMILY FOUNDATION INC

Cite this

Plain text RUTH & PETER METZ FAMILY FOUNDATION INC. furp.org, nonprofit organization profile, tax years 2011–2025. https://furp.org/org/ruth-and-peter-metz-family-foundation-inc-521591150. Retrieved 2026-11-03.

APA furp.org. (n.d.). RUTH & PETER METZ FAMILY FOUNDATION INC [Nonprofit organization profile; tax years 2011–2025]. Retrieved November 3, 2026, from https://furp.org/org/ruth-and-peter-metz-family-foundation-inc-521591150

MLA “RUTH & PETER METZ FAMILY FOUNDATION INC.” furp.org, tax years 2011–2025, https://furp.org/org/ruth-and-peter-metz-family-foundation-inc-521591150. Accessed 3 Nov. 2026.

Retrieved 2026-11-03; covers tax years 2011–2025. Data: furp.org, CC BY 4.0.

2025 · Form 990PF · revenue $1.6M · expenses $794K · assets $10.0M

Also known as
co THOMAS PHELAN
EIN
52-1591150
Address
210 ORCHARD ST, WESTFIELD, NJ 07090-3134
NTEE code
-
Exempt type
501(c)(3): charitable, religious, educational, scientific or literary (corporation)
Ruling date
October 1988 (when the IRS recognized its exemption)
IRS status
Exempt (unconditional) (IRS Business Master File) IRS data ↗
Tax-deductible donations
Yes: listed in IRS Publication 78 (private foundation) Pub 78 ↗
Foundation status
Private non-operating foundation
Cross-check
ProPublica Nonprofit Explorer

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

2 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Michael M Metz CO-PRES/TREAS2011-2025 $1,250$16,250 1
Thomas C Phelan SEC'Y2011-2025 $0$10,000 3

Officers and directors, no compensation reported

14 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
W Peter Metz Iii CO-PRES2011-2025 1 $0 reported 1
Denise Shekerjian VP2015-2025 1 $0 reported 1
David Metz TRUSTEE2016-2025 1 $0 reported 1
Luke Metz TRUSTEE2020-2025 1 $0 reported 1
Matthew Metz TRUSTEE2020-2025 1 $0 reported 1
Juliette Wallack TRUSTEE2020-2025 1 $0 reported 1
Kristie Dafoe Trustee2022-2025 1 $0 reported 1
Austin Krissoff TRUSTEE2020-2025 1 $0 reported 1
Sarah Metz Krissoff VP2025 1 $0 reported 1
Sarah Metz Krisoff (former) VP2020-2024 1 $0 reported 1
Austin Krisoff (former) TRUSTEE2021-2024 1 $0 reported 1
Juliette Wallach (former) TRUSTEE2022 1 $0 reported 1
Phyllis Pollack (former) VP2015-2019 1 $0 reported 1
W Peter Metz (former) PRES2011-2014 0 $0 reported 1

People by year

2025 · 11 people listed · 1 paid, $1K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MICHAEL M METZ CO-PRES/TREAS3 $1,250-- $1,2501
W PETER METZ III CO-PRES1 $0-- $01
SARAH METZ KRISSOFF VP1 $0-- $01
DENISE SHEKERJIAN VP1 $0-- $01
THOMAS C PHELAN SEC'Y1 $0-- $03
DAVID METZ TRUSTEE1 $0-- $01
AUSTIN KRISSOFF TRUSTEE1 $0-- $01
LUKE METZ TRUSTEE1 $0-- $01
MATTHEW METZ TRUSTEE1 $0-- $01
JULIETTE WALLACK TRUSTEE1 $0-- $01
KRISTIE DAFOE Trustee1 $0-- $01
2024 · 11 people listed · 2 paid, $3K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
THOMAS C PHELAN SEC'Y1 $2,000-- $2,0003
MICHAEL M METZ CO-PRES/TREAS3 $1,250-- $1,2501
W PETER METZ III CO-PRES1 $0-- $01
SARAH METZ KRISOFF VP1 $0-- $01
DENISE SHEKERJIAN VP1 $0-- $01
DAVID METZ TRUSTEE1 $0-- $01
AUSTIN KRISOFF TRUSTEE1 $0-- $01
LUKE METZ TRUSTEE1 $0-- $01
MATTHEW METZ TRUSTEE1 $0-- $01
JULIETTE WALLACK TRUSTEE1 $0-- $01
KRISTIE DAFOE Trustee1 $0-- $01
2023 · 11 people listed · 2 paid, $3K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
THOMAS C PHELAN SEC'Y1 $2,000-- $2,0003
MICHAEL M METZ CO-PRES/TREAS3 $1,250-- $1,2501
W PETER METZ III CO-PRES1 $0-- $01
SARAH METZ KRISOFF VP1 $0-- $01
DENISE SHEKERJIAN VP1 $0-- $01
DAVID METZ TRUSTEE1 $0-- $01
AUSTIN KRISOFF TRUSTEE1 $0-- $01
LUKE METZ TRUSTEE1 $0-- $01
MATTHEW METZ TRUSTEE1 $0-- $01
JULIETTE WALLACK TRUSTEE1 $0-- $01
KRISTIE DAFOE Trustee1 $0-- $01
2022 · 11 people listed · 2 paid, $3K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
THOMAS C PHELAN SEC'Y1 $2,000-- $2,0003
MICHAEL M METZ CO-PRES/TREAS3 $1,250-- $1,2501
W PETER METZ III CO-PRES1 $0-- $01
SARAH METZ KRISOFF VP1 $0-- $01
DENISE SHEKERJIAN VP1 $0-- $01
DAVID METZ TRUSTEE1 $0-- $01
AUSTIN KRISOFF TRUSTEE1 $0-- $01
LUKE METZ TRUSTEE1 $0-- $01
MATTHEW METZ TRUSTEE1 $0-- $01
JULIETTE WALLACH TRUSTEE1 $0-- $01
KRISTIE DAFOE Trustee1 $0-- $01
2021 · 10 people listed · 1 paid, $1K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MICHAEL M METZ CO-PRES/TREAS3 $1,250-- $1,2501
W PETER METZ III CO-PRES1 $0-- $01
SARAH METZ KRISOFF VP1 $0-- $01
DENISE SHEKERJIAN VP1 $0-- $01
THOMAS C PHELAN SEC'Y1 $0-- $03
DAVID METZ TRUSTEE1 $0-- $01
AUSTIN KRISOFF TRUSTEE1 $0-- $01
LUKE METZ TRUSTEE1 $0-- $01
MATTHEW METZ TRUSTEE1 $0-- $01
JULIETTE WALLACK TRUSTEE1 $0-- $01
2020 · 10 people listed · 2 paid, $5K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
THOMAS C PHELAN SEC'Y1 $4,000-- $4,0003
MICHAEL M METZ CO-PRES/TREAS3 $1,250-- $1,2501
W PETER METZ III CO-PRES1 $0-- $01
SARAH METZ KRISOFF VP1 $0-- $01
DENISE SHEKERJIAN VP1 $0-- $01
DAVID METZ ASS'T TREAS1 $0-- $01
AUSTIN KRISSOFF Trustee1 $0-- $01
LUKE METZ Trustee1 $0-- $01
MATTHEW METZ Trustee1 $0-- $01
JULIETTE WALLACK Trustee0 $0-- $01
2019 · 6 people listed · 1 paid, $1K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MICHAEL M METZ CO-PRES/TREAS3 $1,250-- $1,2501
W PETER METZ III CO-PRES1 $0-- $01
PHYLLIS POLLACK VP1 $0-- $01
DENISE SHEKERJIAN VP1 $0-- $01
THOMAS C PHELAN SEC'Y1 $0-- $03
DAVID METZ ASS'T TREAS1 $0-- $01
2018 · 6 people listed · 1 paid, $1K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MICHAEL M METZ CO-PRES/TREAS3 $1,250-- $1,2501
W PETER METZ III CO-PRES1 $0-- $01
PHYLLIS POLLACK VP1 $0-- $01
DENISE SHEKERJIAN VP1 $0-- $01
THOMAS C PHELAN SEC'Y1 $0-- $03
DAVID METZ ASS'T TREAS1 $0-- $01
2017 · 6 people listed · 1 paid, $1K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MICHAEL M METZ CO-PRES/TREAS3 $1,250-- $1,2501
W PETER METZ III CO-PRES1 $0-- $01
PHYLLIS POLLACK VP1 $0-- $01
DENISE SHEKERJIAN VP1 $0-- $01
THOMAS C PHELAN SEC'Y1 $0-- $03
DAVID METZ ASS'T TREAS1 $0-- $01
2016 · 6 people listed · 1 paid, $1K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MICHAEL M METZ CO-PRES/TREAS3 $1,250-- $1,2501
W PETER METZ III CO-PRES1 $0-- $01
PHYLLIS POLLACK VP1 $0-- $01
DENISE SHEKERJIAN VP1 $0-- $01
THOMAS C PHELAN SEC'Y1 $0-- $03
DAVID METZ ASS'T TREAS1 $0-- $01
2015 · 5 people listed · 1 paid, $4K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MICHAEL M METZ CO-PRES/TREAS3 $3,750-- $3,7501
W PETER METZ III CO-PRES1 $0-- $01
PHYLLIS POLLACK VP1 $0-- $01
DENISE SHEKERJIAN VP1 $0-- $01
THOMAS C PHELAN SEC'Y1 $0-- $03
2014 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
W PETER METZ PRES0 $0-- $01
W PETER METZ III VP1 $0-- $01
MICHAEL M METZ VP5 $0-- $01
THOMAS PHELAN SEC'Y1 $0-- $03
2013 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
W PETER METZ PRES0 $0-- $01
W PETER METZ III VP0 $0-- $01
MICHAEL M METZ VP0 $0-- $01
THOMAS PHELAN SEC'Y0 $0-- $03
2011 · 4 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
THOMAS PHELAN Secretary0 $0-- $03
MICHAEL M METZ VP0 $0-- $01
W PETER METZ III VP0 $0-- $01
W PETER METZ President0 $0-- $01

Highest-paid independent contractors

2025 · 1 contractor · $138K
NameLocationServicePaid
MERRILL LYNCHFLORHAM PARK, NJINVESTMENT ADVISORY$137,526
2024 · 1 contractor · $129K
NameLocationServicePaid
MERRILL LYNCHFLORHAM PARK, NJINVESTMENT ADVISORY$129,156
2023 · 1 contractor · $114K
NameLocationServicePaid
MERRILL LYNCHFLORHAM PARK, NJINVESTMENT ADVISORY$113,824
2022 · 1 contractor · $120K
NameLocationServicePaid
MERRILL LYNCHFLORHAM PARK, NJINVESTMENT ADVISORY$120,085
2021 · 1 contractor · $132K
NameLocationServicePaid
MERRILL LYNCHFLORHAM PARK, NJINVESTMENT ADVISORY$132,282
2020 · 1 contractor · $109K
NameLocationServicePaid
MERRILL LYNCHFLORHAM PARK, NJINVESTMENT ADVISORY$109,369
2019 · 1 contractor · $111K
NameLocationServicePaid
MERRILL LYNCHFLORHAM PARK, NJINVESTMENT ADVISORY$111,281
2018 · 1 contractor · $111K
NameLocationServicePaid
MERRILL LYNCHFLORHAM PARK, NJINVESTMENT ADVISORY$110,599
2017 · 1 contractor · $94K
NameLocationServicePaid
MERRILL LYNCHFLORHAM PARK, NJINVESTMENT ADVISORY$94,076
2016 · 1 contractor · $91K
NameLocationServicePaid
MERRILL LYNCHFLORHAM PARK, NJINVESTMENT ADVISORY$90,771
2015 · 1 contractor · $102K
NameLocationServicePaid
MERRILL LYNCHFLORHAM PARK, NJINVESTMENT ADVISORY$102,177

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2025 · 1 grant to organizations · $700 · 74 grants to individuals · $575K
2024 · 1 grant to organizations · $700 · 98 grants to individuals · $595K
2023 · 1 grant to organizations · $700 · 59 grants to individuals · $591K
2022 · 1 grant to organizations · $1K · 61 grants to individuals · $613K
2021 · 1 grant to organizations · $250 · 56 grants to individuals · $557K
2020 · 1 grant to organizations · $250 · 54 grants to individuals · $519K
2019 · 1 grant to organizations · $250 · 52 grants to individuals · $525K
2018 · 1 grant to organizations · $250 · 56 grants to individuals · $514K
2017 · 1 grant to organizations · $250 · 52 grants to individuals · $486K
2016 · 1 grant to organizations · $250 · 45 grants to individuals · $438K
2015 · 1 grant to organizations · $5K · 41 grants to individuals · $459K
2014 · 1 grant to organizations · $5K · 58 grants to individuals · $464K
2013 · 1 grant to organizations · $7K · 8 grants to individuals · $46K
2011 · 0 grants to organizations · $0 · 47 grants to individuals · $528K

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

Contributors listed on Schedule B of the Form 990-PF: name, city and state as filed (street addresses are not shown), with total and noncash contributions for the year. A link to an organization's page is tagged Fuzzy with its name-similarity score (0 to 1) when it rests on name and state; Schedule B lists no EIN, so no link here is an exact identifier match.

2024 · 1 contributor · $9K
#ContributorTypeCity, stateTotalNoncashSource
1 ESTATE OF W PETER METZ Jr Person WESTFIELD, NJ $9,000- Form 990PF Sch. B, 2024 · filing
2023 · 1 contributor · $62K
#ContributorTypeCity, stateTotalNoncashSource
1 ESTATE OF W PETER METZ Jr Person WESTFIELD, NJ $62,000- Form 990PF Sch. B, 2023 · filing
2018 · 1 contributor · $1.5M
#ContributorTypeCity, stateTotalNoncashSource
1 ESTATE OF W PETER METZ Jr Person WESTFIELD, NJ $1,467,549- Form 990PF Sch. B, 2018 · filing
2014 · 2 contributors · $5.8M
#ContributorTypeCity, stateTotalNoncashSource
1 ESTATE OF W PETER METZ Jr Person MOUNTAINSIDE, NJ $3,500,000$1,875,248 Form 990PF Sch. B, 2014 · filing
2 W PETER METZ Jr - IRA ACCOUNT Person MOUNTAINSIDE, NJ $2,280,406$2,168,569 Form 990PF Sch. B, 2014 · filing
2013 · 1 contributor · $450K
#ContributorTypeCity, stateTotalNoncashSource
1 W PETER METZ Jr Person $450,000- Form 990PF Sch. B, 2013 · filing

Contributors listed here are as reported on the filing. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2025 · Form 990PF period ending 2025-12-31 · view filing · original 990 ↗
$1,558,673$793,889 $9,989,866$9,989,866 -- $1,250--
2024 · Form 990PF period ending 2024-12-31 · view filing · original 990 ↗
$859,685$786,489 $9,225,082$9,225,082 $9,000- $1,250--
2023 · Form 990PF period ending 2023-12-31 · view filing · original 990 ↗
$613,303$761,897 $9,151,886$9,151,886 $62,000- $1,250--
2022 · Form 990PF period ending 2022-12-31 · view filing · original 990 ↗
$904,695$785,804 $9,300,480$9,300,480 -- $1,250--
2021 · Form 990PF period ending 2021-12-31 · view filing · original 990 ↗
$995,454$730,922 $9,181,589$9,181,589 -- $1,250--
2020 · Form 990PF period ending 2020-12-31 · view filing · original 990 ↗
$657,269$658,207 $8,917,057$8,917,057 -- $5,250--
2019 · Form 990PF period ending 2019-12-31 · view filing · original 990 ↗
$473,403$654,394 $8,917,995$8,917,995 -- $1,250--
2018 · Form 990PF period ending 2018-12-31 · view filing · original 990 ↗
$1,767,620$648,242 $9,098,986$9,098,986 $1,467,549- $1,250--
2017 · Form 990PF period ending 2017-12-31 · view filing · original 990 ↗
$371,739$601,345 $7,979,608$7,979,608 -- $1,250--
2016 · Form 990PF period ending 2016-12-31 · view filing · original 990 ↗
$194,996$573,830 $8,209,214$8,209,214 -- $1,250--
2015 · Form 990PF period ending 2015-12-31 · view filing · original 990 ↗
$786,263$594,583 $8,588,048$8,588,048 -- $3,750--
2014 · Form 990PF period ending 2014-12-31 · view filing · original 990 ↗
$6,051,980$572,145 $8,396,368$8,396,368 $5,780,406- ---
2013 · Form 990PF period ending 2013-12-31 · view filing · original 990 ↗
$612,420$93,572 $2,916,533$2,916,533 $450,000- ---
2011 · Form 990PF period ending 2011-12-31 · view filing · original 990 ↗
$139,805$586,591 $2,945,130$2,945,130 -- ---

Connected to

Organizations that list some of the same people on their returns (officers, directors, key employees on this organization’s latest return), and related organizations it lists on Schedule R.

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

Nearby + Similar BETA

Organizations like this one: what they do and who they are linked to

Same category: NTEE code and revenue

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
THE@PETER & MARY RUSSO FAMILY FOUNDATION INCNJT22 $1,145,702$871,892 President$80,231 Similar name, revenue within 2x, same state
PETRUCCI FAMILY FOUNDATION INCNJB12 $2,440,476$731,006 TRUSTEE - P/T$0 Similar name, revenue within 2x, same state
MARRUS FAMILY FOUNDATION INCNJNot reported $2,090,083$1,785,374 PRESIDENT$0 Similar name, revenue within 2x, same state
MALLAH FAMILY FOUNDATION INCNJT20 $1,112,662$1,288,156 PRESIDENT$0 Similar name, revenue within 2x, same state
HAHN FAMILY FOUNDATION INCNJT22 $829,167$672,426 DIRECTOR$0 Similar name, revenue within 2x, same state
GARY PETERS FAMILY FOUNDATION INCFLT20 $1,113,310$527,865 EXECUTIVE ASSISTANT$89,000 Similar name, revenue within 2x
MOSER FAMILY FOUNDATION INCMET20 $2,457,601$751,082 PRESIDENT/TRUSTEE$0 Similar name, revenue within 2x
FARBER FAMILY FOUNDATION INCPANot reported $2,154,714$409,376 PRESIDENT & DIRECTOR$0 Similar name, revenue within 2x
FOWLER FAMILY FOUNDATION INCNCT20 $1,104,068$210,000 PRESIDENT$0 Similar name, revenue within 2x
RECHLER FAMILY FOUNDATION INCNYNot reported $794,647$1,223,456 TREASURER$0 Similar name, revenue within 2x
MCKAY FAMILY FOUNDATION INCCAT20 $1,517,298$1,479,517 PRESIDENT$0 Similar name, revenue within 2x
ROWAN FAMILY FOUNDATION INCNYT22 $1,972,378$8,514,624 DIRECTOR$0 Similar name, revenue within 2x
HOUTZ FAMILY FOUNDATION INCDEP12 $2,259,937$1,749,646 Dir, VP$0 Similar name, revenue within 2x
POOLE FAMILY FOUNDATION INCFLB82 $967,213$1,472,655 PRESIDENT$0 Similar name, revenue within 2x
PRICE FAMILY FOUNDATION INCNYT22 $2,921,461$2,565,970 TRUSTEE$0 Similar name, revenue within 2x
MOREY FAMILY FOUNDATION INCFLT22 $806,089$165,521 DIR/PRES$0 Similar name, revenue within 2x
PATTERSON FAMILY FOUNDATION INCGAT22 $1,079,452$808,957 dir, Exec Dir$25,000 Similar name, revenue within 2x
FREY FAMILY FOUNDATION INCNYT20 $1,771,520$941,178 TREASURER$0 Similar name, revenue within 2x
LEISER FAMILY FOUNDATION INCTXT20 $1,279,304$991,629 DIRECTOR$0 Similar name, revenue within 2x
MORROW FAMILY FOUNDATION INCFLT20 $1,150,145$657,500 PRESIDENT$0 Similar name, revenue within 2x
PICKET FAMILY FOUNDATION INCNYT22 $1,106,449$1,730,995 DIRECTOR & PRESIDENT$0 Similar name, revenue within 2x
MCCOMB FAMILY FOUNDATION INCINT20 $2,325,296$221,099 DIRECTOR$0 Similar name, revenue within 2x
TIRATH FAMILY FOUNDATION INCGAT90 $981,520$214 CEO / President$0 Similar name, revenue within 2x
SOUDER FAMILY FOUNDATION INCILNot reported $2,643,454$1,781,197 DIRECTOR$0 Similar name, revenue within 2x
BLESER FAMILY FOUNDATION INCCANot reported $2,724,994$2,002,529 PRESIDENT, DIRECTOR$0 Similar name, revenue within 2x

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
WILLIAM ROSENBERG FAMILY FOUNDATION Private foundation$3,114,8881 12023–2023 WR FAMILY FOUNDATION INC
THE OJC FUND DAF sponsor$294,2456 12019–2024 REISMAN FAMILY FOUNDATION INC
DONOR ADVISED CHARITABLE GIVING DAF sponsor$101,0001 12024–2024 FAITH AND FAMILY FOUNDATION INC
AMERICAN ONLINE GIVING FOUNDATION INC DAF sponsor$81,2963 12023–2025 PETER FRATES FAMILY FOUNDATION INC
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$77,5416 22018–2024 PETER FRATES FAMILY FOUNDATION INC; FAITH AND FAMILY FOUNDATION INC
CUMMINGS FOUNDATION GRANTS INC Private foundation$50,0002 12023–2024 PETER FRATES FAMILY FOUNDATION INC
AMERICAN ENDOWMENT FOUNDATION DAF sponsor$43,0004 12018–2021 FAITH AND FAMILY FOUNDATION INC
BOSTON FOUNDATION INC DAF sponsor$24,2002 12019–2021 PETER FRATES FAMILY FOUNDATION INC
VANGUARD CHARITABLE ENDOWMENT PROGRAM DAF sponsor$21,0002 12023–2024 PETER FRATES FAMILY FOUNDATION INC
GERALDINE R DODGE FOUNDATION INCORPORATED Private foundation$20,0001 12022–2022 PETRUCCI FAMILY FOUNDATION INC
FORGOOD INC DAF sponsor$14,6201 12020–2020 PETER FRATES FAMILY FOUNDATION INC
CHARITY BRIDGE FUND DAF sponsor$10,6261 12014–2014 FOREVER FAMILY FOUNDATION INC
MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC DAF sponsor$10,0001 12019–2019 PETER FRATES FAMILY FOUNDATION INC
MAJOR LEAGUE BASEBALL PLAYERS TR DAF sponsor$7,5001 12020–2020 PETER FRATES FAMILY FOUNDATION INC
RAYMOND JAMES CHARITABLE ENDOWMENT FUND DAF sponsor$6,2501 12019–2019 PETER FRATES FAMILY FOUNDATION INC

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2025 · Form 990PF · $793,889 spent · pay $1,250 · grants $576,000 · events $44,246
LineAs describedTotalShare
Contributions, gifts, grants paid $576,000 72.6%
Other expenses $145,778 18.4%
Travel, conferences and meetings $44,246 5.6%
Taxes $19,500 2.5%
Fees: accounting $7,115 0.9%
Pay: officers, directors, trustees $1,250 0.2%
Total$793,889100%

View the filing

2024 · Form 990PF · $786,489 spent · pay $1,250 · grants $596,000 · events $36,470
LineAs describedTotalShare
Contributions, gifts, grants paid $596,000 75.8%
Other expenses $135,414 17.2%
Travel, conferences and meetings $36,470 4.6%
Taxes $9,250 1.2%
Fees: accounting $6,105 0.8%
Fees: legal $2,000 0.3%
Pay: officers, directors, trustees $1,250 0.2%
Total$786,489100%

View the filing

2023 · Form 990PF · $761,897 spent · pay $1,250 · grants $591,400 · events $32,406
LineAs describedTotalShare
Contributions, gifts, grants paid $591,400 77.6%
Other expenses $120,096 15.8%
Travel, conferences and meetings $32,406 4.3%
Taxes $9,000 1.2%
Fees: accounting $5,745 0.8%
Fees: legal $2,000 0.3%
Pay: officers, directors, trustees $1,250 0.2%
Total$761,897100%

View the filing

2022 · Form 990PF · $785,804 spent · pay $1,250 · grants $613,600 · events $28,852
LineAs describedTotalShare
Contributions, gifts, grants paid $613,600 78.1%
Other expenses $126,387 16.1%
Travel, conferences and meetings $28,852 3.7%
Taxes $7,675 1.0%
Fees: accounting $6,040 0.8%
Fees: legal $2,000 0.3%
Pay: officers, directors, trustees $1,250 0.2%
Total$785,804100%

View the filing

2021 · Form 990PF · $730,922 spent · pay $1,250 · grants $557,000 · events $15,306
LineAs describedTotalShare
Contributions, gifts, grants paid $557,000 76.2%
Other expenses $140,331 19.2%
Travel, conferences and meetings $15,306 2.1%
Taxes $9,300 1.3%
Fees: accounting $5,735 0.8%
Fees: legal $2,000 0.3%
Pay: officers, directors, trustees $1,250 0.2%
Total$730,922100%

View the filing

2020 · Form 990PF · $658,207 spent · pay $5,250 · grants $519,700 · events $601
LineAs describedTotalShare
Contributions, gifts, grants paid $519,700 79.0%
Other expenses $120,126 18.3%
Taxes $7,000 1.1%
Fees: accounting $5,530 0.8%
Pay: officers, directors, trustees $5,250 0.8%
Travel, conferences and meetings $601 0.1%
Total$658,207100%

View the filing

2019 · Form 990PF · $654,394 spent · pay $1,250 · grants $525,000 · events $7,494
LineAs describedTotalShare
Contributions, gifts, grants paid $525,000 80.2%
Other expenses $114,280 17.5%
Travel, conferences and meetings $7,494 1.1%
Fees: accounting $6,370 1.0%
Pay: officers, directors, trustees $1,250 0.2%
Total$654,394100%

View the filing

2018 · Form 990PF · $648,242 spent · pay $1,250 · grants $514,550 · events $10,808
LineAs describedTotalShare
Contributions, gifts, grants paid $514,550 79.4%
Other expenses $115,144 17.8%
Travel, conferences and meetings $10,808 1.7%
Fees: accounting $6,490 1.0%
Pay: officers, directors, trustees $1,250 0.2%
Total$648,242100%

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2017 · Form 990PF · $601,345 spent · pay $1,250 · grants $486,655 · events $10,498
LineAs describedTotalShare
Contributions, gifts, grants paid $486,655 80.9%
Other expenses $96,657 16.1%
Travel, conferences and meetings $10,498 1.7%
Fees: accounting $6,285 1.0%
Pay: officers, directors, trustees $1,250 0.2%
Total$601,345100%

View the filing

2016 · Form 990PF · $573,830 spent · pay $1,250 · grants $438,600 · events $18,889
LineAs describedTotalShare
Contributions, gifts, grants paid $438,600 76.4%
Other expenses $93,786 16.3%
Travel, conferences and meetings $18,889 3.3%
Taxes $16,600 2.9%
Fees: accounting $4,705 0.8%
Pay: officers, directors, trustees $1,250 0.2%
Total$573,830100%

View the filing

2015 · Form 990PF · $594,583 spent · pay $3,750 · grants $463,899 · events $14,204
LineAs describedTotalShare
Contributions, gifts, grants paid $463,899 78.0%
Other expenses $103,455 17.4%
Travel, conferences and meetings $14,204 2.4%
Taxes $5,000 0.8%
Fees: accounting $4,275 0.7%
Pay: officers, directors, trustees $3,750 0.6%
Total$594,583100%

View the filing

2014 · Form 990PF · $572,145 spent · pay $0 · grants $468,500 · events $5,680
LineAs describedTotalShare
Contributions, gifts, grants paid $468,500 81.9%
Other expenses $85,525 14.9%
Taxes $8,750 1.5%
Travel, conferences and meetings $5,680 1.0%
Fees: accounting $3,690 0.6%
Total$572,145100%

View the filing

2013 · Form 990PF · $93,572 spent · pay $0 · grants $52,700 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $52,700 56.3%
Other expenses $36,142 38.6%
Fees: accounting $3,730 4.0%
Taxes $1,000 1.1%
Total$93,572100%

View the filing

2011 · Form 990PF · $586,591 spent · pay $0 · grants $527,800 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $527,800 90.0%
Other expenses $49,115 8.4%
Fees: accounting $4,110 0.7%
Fees: other professional $4,066 0.7%
Taxes $1,500 0.3%
Total$586,591100%

View the filing

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