METROPOULOS FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- METROPOULOS FAMILY FOUNDATION (EIN 84-2835335)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-14
- IRS object ID
- 202411359349103346
- 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
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-14T12:40:10-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 920460586 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PWC US TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 CAMPUS DR | AddressLine1Txt |
| City | FLORHAM PARK | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 079321041 | 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 | 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 | 15 E PUTNAM AVENUE 3080 | 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 | 2024-05-14 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JUSTIN SCHEID | PreparerPersonNm |
| PTIN | P01379350 | PTIN |
| Phone | 9732364000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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 | $1,594,727 | 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 | $2,890,365 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $994 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $994 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,802 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,802 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,080,003 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,230,287 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,080,003 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $4,974,164 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,083,799 | 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 |
| Taxes Rev And Expnss | $9,350 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $475 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $475 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,825 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $475 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,631,850 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,631,850 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,641,675 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,632,325 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,332,489 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,083,799 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $31,358 | CashBOYAmt |
| Cash EOY | $58,471 | CashEOYAmt |
| Cash EOYFMV | $58,471 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $564,956 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $564,956 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $374,867 | CorporateStockBOYAmt |
| Corporate Stock EOY | $280,163 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $971,300 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $406,225 | TotalAssetsBOYAmt |
| Total Assets EOY | $903,590 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,594,727 | 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 | $406,225 | RetainedEarningBOYAmt |
| Retained Earning EOY | $903,590 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $406,225 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $903,590 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $406,225 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $903,590 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $406,225 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,332,489 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,738,714 | SubtotalAmt |
| Other Decreases | $1,835,124 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $903,590 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 400 SHARES OF AGILENT TECHNOLOGIES | 2021-04-03 | 2023-01-30 | $62,213 | $7,987 | $54,226 | $54,226 |
| 500 SHARES OF CORTEVA INC | 2001-01-01 | 2023-01-30 | $31,438 | $5,647 | $25,791 | $25,791 |
| 500 SHARES OF HITACHI LIMITED | 2015-09-08 | 2023-01-30 | $53,102 | $27,339 | $25,763 | $25,763 |
| 1100 SHARES OF AGILENT TECHNOLOGIES | 2021-04-03 | 2023-03-30 | $146,203 | $21,963 | $124,240 | $124,240 |
| 8500 SHARES OF BANK OF AMERICA | 2011-03-30 | 2023-03-28 | $240,063 | $114,071 | $125,992 | $125,992 |
| 1726 SHARES OF CORTEVA INC | 2008-12-16 | 2023-03-30 | $100,856 | $17,850 | $83,006 | $83,006 |
| 500 SHARES OF HITACHI LIMITED | 2015-09-08 | 2023-03-30 | $54,494 | $27,339 | $27,155 | $27,155 |
| 65400 SHARES OF LUMINAR TECHNOLOGIES | 2019-02-01 | 2023-03-28 | $414,009 | $75,602 | $338,407 | $338,407 |
| 20000 SHARES OF LUMINAR TECHNOLOGIES | 2019-02-01 | 2023-05-04 | $114,108 | $23,120 | $90,988 | $90,988 |
| 14600 SHARES OF LUMINAR TECHNOLOGIES | 2019-02-01 | 2023-07-11 | $98,259 | $16,878 | $81,381 | $81,381 |
| 20000 SHARES OF LUMINAR TECHNOLOGIES | 2020-12-02 | 2023-07-31 | $134,346 | $202,562 | -$68,216 | -$68,216 |
| 5000 SHARES OF TENCENT HOLDINGS LIMITED | 2016-11-07 | 2023-07-31 | $216,407 | $132,700 | $83,707 | $83,707 |
| 5000 SHARES OF TENCENT HOLDINGS LIMITED | 2016-11-06 | 2023-11-30 | $205,048 | $132,700 | $72,348 | $72,348 |
| 12618 SHARES OF MERCK & CO INC | 2001-01-01 | 2023-12-28 | $1,359,741 | $344,526 | $1,015,215 | $1,015,215 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,080,003 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $28,965 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $28,965 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $28,965 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $16,680 | 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 | $16,680 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $12,285 | 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 | 15 E PUTNAM AVENUE 3080 | 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 | ||||||||
| 15 E PUTNAM AVE 3080 | GREENWICH | CT | 06830 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| MARIANNE METROPOULOS | ||||||||
| 15 E PUTNAM AVE 3080 | GREENWICH | CT | 06830 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| J DAREN METROPOULOS | ||||||||
| 15 E PUTNAM AVE 3080 | GREENWICH | CT | 06830 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| EVAN METROPOULOS | ||||||||
| 15 E PUTNAM AVE 3080 | GREENWICH | CT | 06830 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| MICHAEL ENGEL | ||||||||
| 15 E PUTNAM AVE 3080 | 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 | $377,915 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $185,490 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $563,405 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $563,405 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,451 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $554,954 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $27,748 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $27,748 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $28,965 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $28,965 | TotalTaxAmt |
| Distributable Before Adj | $0 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $0 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,632,325 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,632,325 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $14,492 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,056,336 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,066,629 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,375,015 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $6,512,472 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,632,325 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,632,325 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $9,144,797 | 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 | $9,144,797 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $14,492 | ExcessFromYear4Amt |
| Excess From Year3 | $2,056,336 | ExcessFromYear3Amt |
| Excess From Year2 | $2,066,629 | ExcessFromYear2Amt |
| Excess From Year1 | $2,375,015 | ExcessFromYear1Amt |
| Excess From Current Year | $2,632,325 | 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 (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AKRON CANTON REGIONAL FOODBANK | |||||||
| 350 OPPORTUNITY PKWY | AKRON | OH | 44307 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $2,000 |
| AMERICAN HELLENIC INSTITUTE FOUNDATION | |||||||
| 1220 16TH ST NW | WASHINGTON | DC | 20036 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $15,000 |
| ARCHBISHOP IAKOVOS LEADERSHIP 100 ENDOWMENT FUND INCORPORATED | |||||||
| 645 5TH AVE 403 | NEW YORK | NY | 10022 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $25,000 |
| CLEVELAND CLINIC FOUNDATION | |||||||
| 2049 EAST 100TH STREET | CLEVELAND | OH | 44195 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $50,000 |
| FIRST BAPTIST CHURCH OF SUN LAKES | |||||||
| 9535 E RIGGS RD | SUN LAKES | AZ | 85248 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $10,000 |
| GAEPIS | |||||||
| 23-18 29TH STREET | ASTORIA | NY | 11105 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $3,000 |
| GREEK ORTHODOX CHURCH OF THE HAMPTONS | |||||||
| 111 ST ANDREWS RD | SOUTHAMPTON | NY | 11968 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $50,000 |
| GREEK ORTHODOX LADIES PHILOPTOCHOS SOCIETY | |||||||
| 126 E 37TH ST | NEW YORK | NY | 10016 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $25,000 |
| HOLE IN THE WALL GANG FUND INC | |||||||
| 555 LONG WHARF DR | NEW HEAVEN | CT | 06511 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $25,000 |
| MAKE-A-WISH FOUNDATION | |||||||
| 1702 E HIGHLAND AVENUE | PHOENIX | AZ | 85016 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $5,000 |
| MAKING HEADWAY | |||||||
| 115 KING ST | CHAPPAQUA | NY | 10514 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $10,000 |
| MEMORIAL SLOAN KETTERING CANCER NEW YORK | |||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $1,000,000 |
| MILKEN INSTITUTE | |||||||
| 1250 FOURTH STREET 2ND FLOOR | SANTA MONICA | CA | 90401 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $100,000 |
| MIRIAM FOUNDATION | |||||||
| 400 SOUTH WESTON ST | FOUNTAIN INN | SC | 29644 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $350 |
| NAMI CONNECTICUT | |||||||
| 1030 NEW BRITAIN AVE 201 | WEST HARTFORD | CT | 06110 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $10,000 |
| NATIONAL HELLENIC MUSEUM | |||||||
| 333 S HALSTED ST | CHICAGO | IL | 60661 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $25,000 |
| NATIONAL HELLENIC SOCIETY | |||||||
| 5019D BACKLICK RD | ANNANDALE | VA | 22003 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $10,000 |
| PRINCE'S TRUST USA | |||||||
| 401 PARK AVE S 10TH FLOOR | NEW YORK | NY | 10016 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $1,000,000 |
| PROJECT MEXICO & ST INNOCENT ORPHANAGE | |||||||
| PO BOX 120028 | CHULA VISTA | CA | 91912 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $20,000 |
| PROSTATE CANCER FOUNDATION | |||||||
| 1250 FOURTH STREET | SANTA MONICA | CA | 90401 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $125,000 |
| SAINT CHURCH CATHERINE GREEK ORTHODOX CHURCH | |||||||
| 120 W SENECA ST | ITHACA | NY | 14850 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $20,000 |
| ST HARALAMBOS GREEK ORTHODOX CHRUCH | |||||||
| 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 | MEMPHIS | TN | 38105 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $15,000 |
| STOWE RESCUE SQUAD | |||||||
| PO BOX 291 | STOWE | VT | 05672 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $1,500 |
| TEDS FOUNDATION | |||||||
| 2446 DEER RUN | FERRUM | VA | 24088 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $5,000 |
| THE GOOD SAMARITAN FUND | |||||||
| 115 WOODLAND ROAD | MONTVALE | NJ | 07645 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $10,000 |
| THE HELLENIC INTIATIVE | |||||||
| 750 LEXINGTON AVE 9TH FLOOR | NEW YORK | NY | 10022 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $50,000 |
| WORLD WILDLIFE FUND | |||||||
| 1250 24TH ST NW | WASHINGTON | DC | 20037 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $5,000 |
| WOUNDED WARRIOR PROJECT | |||||||
| 4899 BELFORT ROAD 300 | JACKSONVILLE | FL | 32256 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,631,850 | 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 | $994 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,802 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,080,003 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,083,799 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,083,799 | 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 | 15 E PUTNAM AVENUE 3080 | AddressLine1Txt |
| City | GREENWICH | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06830 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,890,365 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (6 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 5000 SHARES OF TENCENT HOLDINGS LTD | $213,275 | 2023-07-24 |
| 1 | 20000 SHARES OF LUMINAR TECHNOLOGIES INC | $137,600 | 2023-07-24 |
| 1 | 5000 SHARES OF TENCENT HOLDINGS LTD | $210,250 | 2023-11-20 |
| 1 | 15000 SHARES OF BANK OF AMERICA CORP | $507,075 | 2023-12-27 |
| 1 | 12618 SHARES OF MERCK & CO. INC | $1,356,940 | 2023-12-27 |
| 1 | 5000 SHARES OF MORGAN STANLEY | $465,225 | 2023-12-27 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 5,000 SHARES OF MORGAN STANLEY | $125,555 | $466,250 |
| 15,000 SHARES BANK OF AMERICA CORP | $154,608 | $505,050 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED APPRECIATION ON CONTRIBUTED SECURITIES | $1,797,716 |
| PRIOR PERIOD ADJUSTMENT TO CORTEVA INC. BASIS | $37,072 |
| DIVIDENDS EARNED NOT YET RECEIVED | $336 |
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 | $475 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $475 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $9,350 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |