METROPOULOS FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- METROPOULOS FAMILY FOUNDATION (EIN 84-2835335)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-13
- IRS object ID
- 202501339349103335
- Schema version
- 2024v5.1
- 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
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-13T15:08:37-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 300 MADISON AVE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100176204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | 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 | 2025-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NICHOLAS JENNINGS | PreparerPersonNm |
| PTIN | P01383672 | PTIN |
| Phone | 6464713000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,214,851 | 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 | $5,939,376 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $693 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $693 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $38,753 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $38,753 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,969,610 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,922,788 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,969,610 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $9,948,432 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,009,056 | 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 | $44,285 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $44,285 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,242,825 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,242,825 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,287,110 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,242,825 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,661,322 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,009,056 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $58,471 | CashBOYAmt |
| Cash EOY | $801,090 | CashEOYAmt |
| Cash EOYFMV | $801,090 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $564,956 | SavAndTempCashInvstBOYAmt |
| Corporate Stock BOY | $280,163 | CorporateStockBOYAmt |
| Corporate Stock EOY | $48,813 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $413,761 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $903,590 | TotalAssetsBOYAmt |
| Total Assets EOY | $849,903 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,214,851 | 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 | $903,590 | RetainedEarningBOYAmt |
| Retained Earning EOY | $849,903 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $903,590 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $849,903 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $903,590 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $849,903 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $903,590 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,661,322 | ExcessRevenueOverExpensesAmt |
| Other Increases | $336 | OtherIncreasesAmt |
| Subtotal | $4,565,248 | SubtotalAmt |
| Other Decreases | $3,715,345 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $849,903 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 49,965.024 SHARES OF JPM PRIME MM FD | 2023-12-29 | 2024-01-31 | $50,000 | $50,005 | -$5 | -$5 |
| 15,000 SHARES OF BOFA CORP | 2001-01-01 | 2024-03-08 | $537,012 | $154,608 | $382,404 | $382,404 |
| 519,651.789 SHARES OF JPM PRIME MM FD | 2023-12-29 | 2024-03-12 | $519,912 | $520,067 | -$155 | -$155 |
| 2,680 SHARES OF CHEMOURS CO | 2001-01-01 | 2024-03-27 | $75,736 | $24,503 | $51,233 | $51,233 |
| 1,000 SHARES OF P&G CO | 1991-01-01 | 2024-03-27 | $162,069 | $27,800 | $134,269 | $134,269 |
| 10,000 SHARES OF STATE STREET CORP | 1991-01-01 | 2024-03-27 | $762,484 | $336,000 | $426,484 | $426,484 |
| 82 SHARES OF TRAVELERS COS INC | 2011-08-30 | 2024-03-27 | $18,612 | $4,120 | $14,492 | $14,492 |
| 5,000 SHARES OF P&G CO | 1991-01-01 | 2024-05-03 | $817,699 | $139,000 | $678,699 | $678,699 |
| 1,000 SHARES OF MORGAN STANLEY | 2008-09-16 | 2024-05-21 | $100,557 | $25,111 | $75,446 | $75,446 |
| 9,000 SHARES OF P&G CO | 1991-01-01 | 2024-05-31 | $1,470,020 | $250,200 | $1,219,820 | $1,219,820 |
| 3,000 SHARES OF MORGAN STANLEY | 2008-09-16 | 2024-06-05 | $292,162 | $75,333 | $216,829 | $216,829 |
| 2,089,743.921 SHARES OF JPM PRIME MM FD | 2023-12-29 | 2024-06-10 | $2,090,162 | $2,090,162 | $0 | $0 |
| 1,000 SHARES OF MORGAN STANLEY | 2008-09-16 | 2024-06-20 | $97,568 | $25,111 | $72,457 | $72,457 |
| 3,000 SHARES OF PFIZER INC | 2009-10-16 | 2024-08-02 | $90,777 | $49,810 | $40,967 | $40,967 |
| 500 SHARES OF VALERO ENERGY CORP | 2010-11-03 | 2024-09-10 | $67,036 | $8,351 | $58,685 | $58,685 |
| 70,040 SHARES OF PFIZER INC | 2001-01-01 | 2024-12-12 | $1,770,982 | $1,172,997 | $597,985 | $597,985 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,969,610 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $55,726 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $55,726 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $55,726 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $32,000 | 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 | $32,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $892 | EsPenaltyAmt |
| Tax Due | $24,618 | 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 | $920,167 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $454,384 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,374,551 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,374,551 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $20,618 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,353,933 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $67,697 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $67,697 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $55,726 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $55,726 | TotalTaxAmt |
| Distributable Before Adj | $11,971 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $11,971 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $11,971 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,242,825 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $6,242,825 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $11,971 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $14,492 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,056,336 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,066,629 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,375,015 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,632,325 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $9,144,797 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,242,825 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $11,971 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $6,230,854 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $15,375,651 | 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 | $14,492 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $15,361,159 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,056,336 | ExcessFromYear4Amt |
| Excess From Year3 | $2,066,629 | ExcessFromYear3Amt |
| Excess From Year2 | $2,375,015 | ExcessFromYear2Amt |
| Excess From Year1 | $2,632,325 | ExcessFromYear1Amt |
| Excess From Current Year | $6,230,854 | 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 (32 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN HELLENIC INSTITUTE FOUNDATION INC | |||||||
| 1220 16TH ST NW | WASHINGTON | DC | 20036 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $10,000 |
| AMERICAN KIDNEY FUND INC | |||||||
| 11921 ROCKVILLE PIKE SUITE 300 | ROCKVILLE | MD | 20852 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $10,000 |
| ARCHBISHOP IAKOVOS LEADERSHIP 100 ENDOWMENT FUND INCORPORATED | |||||||
| 645 5TH AVE 403 | NEW YORK | NY | 10022 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $10,125 |
| BABSON COLLEGE | |||||||
| 231 FOREST STREET | BABSON PARK | MA | 02457 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $2,000,000 |
| BIG DOG RANCH RESCUE INC | |||||||
| 14444 OKEECHOBEE BLVD | LOXAHATCHEE GROVES | FL | 33470 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $25,000 |
| DORMITION OF THE VIRGIN MARY CHURCH | |||||||
| 736 SHEPPARD AVE | NORFOLK | VA | 23518 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $50,000 |
| GOLDEN OPPORTUNITIES INC | |||||||
| 1397 YOUNGFIELD ST | GOLDEN | CO | 80401 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $10,000 |
| GREEK ORTHODOX LADIES PHILOPTOCHOS SOCIETY INC | |||||||
| 126 E 37TH ST | NEW YORK | NY | 10016 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $25,000 |
| HELLENIC INTIATIVE INC | |||||||
| 750 LEXINGTON AVE 9TH FLOOR | NEW YORK | NY | 10022 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $125,000 |
| HOLE IN THE WALL GANG FUND INC | |||||||
| 555 LONG WHARF DR | NEW HEAVEN | CT | 06511 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $50,000 |
| MAKE-A-WISH FOUNDATION OF AMERICA | |||||||
| 1702 E HIGHLAND AVENUE 400 | PHOENIX | AZ | 85016 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $5,000 |
| MAKING HEADWAY FOUNDATION INC | |||||||
| 115 KING ST | CHAPPAQUA | NY | 10514 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $10,000 |
| MEALS ON WHEELS AMERICA | |||||||
| 1500 CRYSTAL DRIVE 1004 | ARLINGTON | VA | 22202 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $5,000 |
| MEMORIAL SLOAN KETTERING CANCER CENTER | |||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $1,500,000 |
| NATIONAL HELLENIC MUSEUM | |||||||
| 333 SOUTH HALSTED ST | CHICAGO | IL | 60661 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $50,000 |
| ORDER OF ST ANDREW THE APOSTLE INC | |||||||
| 10 E 79TH STREET SUITE 823-824 | NEW YORK | NY | 10021 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $24,000 |
| 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 OF THE ORTHODOX CHURCH | |||||||
| PO BOX 120028 | CHULA VISTA | CA | 91912 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $50,000 |
| PROSTATE CANCER FOUNDATION | |||||||
| 1250 FOURTH STREET | SANTA MONICA | CA | 90401 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $50,000 |
| SALVATION ARMY | |||||||
| 6601 BROADWAY EXT STE 300 | OKLAHOMA | OK | 73116 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $10,000 |
| SAVE THE CHILDREN FEDERATION INC | |||||||
| 501 KINGS HIGHWAY EAST SUITE 400 | FAIRFIELD | CT | 06825 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $5,000 |
| SHARE OUR STRENGTH | |||||||
| 1030 15TH ST NW SUITE 1100W | WASHINGTON | DC | 20005 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $10,000 |
| SHRINERS HOSPITALS FOR CHILDREN | |||||||
| POST OFFICE BOX 31356 | TAMPA | FL | 33631 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $20,000 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $20,000 |
| STOWE ELEMENTARY SCHOOL PARENT TEACHER ORGANIZATION INC | |||||||
| PO BOX 760 | STOWE | VT | 05672 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $7,500 |
| THE AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS (ASPCA) | |||||||
| 424 EAST 92ND STREET | NEW YORK | NY | 10128 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $10,000 |
| THE GOOD SAMARITAN FUND | |||||||
| 115 WOODLAND ROAD | MONTVALE | NJ | 07645 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $25,000 |
| THE HUMANE SOCIETY OF THE UNITED STATES | |||||||
| 1255 23RD ST NW STE 450 | WASHINGTON | DC | 200371168 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $5,000 |
| THE MILKEN INSTITUTE | |||||||
| 1250 FOURTH STREET 2ND FLOOR | SANTA MONICA | CA | 90401 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $1,100,000 |
| THE NATIONAL HELLENIC SOCIETY INC | |||||||
| 5019-D BACKLICK RD | ANNANDALE | VA | 22003 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $15,000 |
| WORLD VISION INC | |||||||
| PO BOX 9716 | FEDERAL WAY | WA | 98063 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $1,200 |
| WOUNDED WARRIOR PROJECT INC | |||||||
| 4899 BELFORT ROAD 300 | JACKSONVILLE | FL | 32256 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,242,825 | 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 | $693 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $38,753 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,969,610 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,009,056 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,009,056 | 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 (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| C DEAN METROPOULOS | |||||||
| 1 | 15 E PUTNAM AVENUE 3080 | GREENWICH | CT | 06830 | $5,851,737 | Yes (X) | Yes (X) |
| EVAN METROPOULOS | |||||||
| 2 | 15 E PUTNAM AVENUE 3080 | GREENWICH | CT | 06830 | $12,601 | Yes (X) | Yes (X) |
| DAREN METROPOULOS | |||||||
| 3 | 15 E PUTNAM AVENUE 3080 | GREENWICH | CT | 06830 | $12,601 | Yes (X) | Yes (X) |
| MARIANNE METROPOULOS | |||||||
| 4 | 15 E PUTNAM AVENUE 3080 | GREENWICH | CT | 06830 | $62,437 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (11 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 10000 SHARES OF PROCTOR & GAMBLE (PG) | $1,620,300 | 2024-03-13 |
| 1 | 82 SHARES OF TRAVELERS COMPANIES INC. | $18,215 | 2024-03-13 |
| 1 | 10000 SHARE OF STATE STREET CORPORATION | $730,800 | 2024-03-13 |
| 1 | 2680 SHARES OF THE CHEMOURS COMPANY | $71,020 | 2024-03-13 |
| 1 | 5000 SHARES OF PROCTOR & GAMBLE (PG) | $837,325 | 2024-05-16 |
| 1 | 15000 SHARES OF PFIZER INC. | $459,900 | 2024-07-30 |
| 1 | 2750 SHARES OF VALERO ENERGY COMPANY | $443,328 | 2024-07-30 |
| 1 | 1000 SHARES OF WALT DISNEY COMPANY | $92,860 | 2024-07-30 |
| 1 | 58040 SHARES OF PFIZER INC. | $1,477,989 | 2024-12-05 |
| 2 | 26 SHARES OF INVESCO QQQ TRUST | $12,601 | 2024-06-18 |
| 3 | 26 SHARES OF INVESCO QQQ TRUST | $12,601 | 2024-06-18 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 52 SHARES OF INVESCO QQQ TRUST SERIES 1 | $2,307 | $26,584 |
| 2250 SHARES OF VALERO ENERGY CORP | $37,580 | $275,827 |
| 1000 SHARES OF WALT DISNEY CO | $8,926 | $111,350 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED APPRECIATION ON CONTRIBUTED SECURITIES | Desc |
| Amt | $3,715,345 | Amt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $336 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $44,285 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |