2018-08-20T10:19:00-07:00 2017-12-31 222747750 Angelo & OBrien PA 340 North Avenue East Cranford NJ 070162461 990PF 2017-01-01 521591150 RUTH & PETER METZ FAMILY FOUNDATION co THOMAS PHELAN RUTH 9082322244 210 ORCHARD STREET WESTFIELD NJ 07090 MICHAEL M METZ Co-President 2018-08-20 true Walter P O'Brien Jr CPA P00524530 9082768300 2017 2022-09-23 18:48:47Z X 9503298 X X 11307 14104 197803 196942 162629 2953423 162629 371739 373675 1250 625 625 6285 6285 10498 5249 5249 96657 96657 114690 108816 5874 486655 486655 601345 108816 492529 -229606 264859 258480 403585 403585 246661 7580185 7571096 9094786 117772 6116 4927 4927 8209214 7979608 9503298 0 X 8209214 7979608 8209214 7979608 8209214 7979608 8209214 -229606 7979608 7979608 ML a/c#825-04M68 P 2017-01-01 2017-12-31 800936 768133 32803 32803 ML a/c#825-04M68 P 2016-01-01 2017-12-31 666377 575835 90542 90542 ML a/c#825-03551 P 2017-01-01 2017-12-31 648713 642085 6628 6628 ML a/c#825-03551 P 2016-01-01 2017-12-31 633012 600356 32656 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210 ORCHARD STREET WESTFIELD NJ 07090 ASS'T TREAS 1.00 0 NONE MERRILL LYNCH 100 CAMPUS DRIVE FLORHAM PARK NJ 07932 INVESTMENT ADVISORY 94076 None 0 8763837 427346 0 9191183 0 9191183 137868 9053315 452666 452666 5297 5297 447369 447369 447369 492529 492529 492529 447369 547960 76143 38669 21273 684045 492529 0 447369 45160 729205 0 547960 181245 76143 38669 21273 45160 X BURLINGTON CITY ARTS FOUNDATION 135 CHURCH STREET BURLINGTON VT 05401 NONE 501(c) PROVIDE OPERATING FUNDS 26405 UNITED WAY OF NORTHWEST VERMONT 412 FARRELL STREET SOUTH BURLINGTON VT 05403 NONE 501(c) PROVIDE OPERATING FUNDS 5000 COMMITTEE ON TEMPORARY SHELTER PO BOX 1616 BURLINGTON VT 05402 NONE 501(c) PROVIDE OPERATING FUNDS 1000 AMER ACADEMY CHILD ADOLES PSYCHIATR 3615 WISCONSIN AVENUE NW WASHINGTON DC 20016 NONE 501(c) PROVIDE OPERATING FUNDS 10000 CHAMPLAIN COLLEGE 163 SOUTH WILLARD ST BURLINGTON VT 05401 NONE 501(c) PROVIDE OPERATING FUNDS 4000 SEABA 404 PINE STREET BURLINGTON VT 05401 NONE 501(c) PROVIDE OPERATING FUNDS 6000 GREATER WORCESTER COMMUNITY FOUNDAT 370 MAIN STREET SUITE 650 WORCESTER MA 01608 NONE 501(c) PROVIDE OPERATING FUNDS 185000 SHELBURNE MUSEUM PO BOX 10 SHELBURNE VT 05482 NONE 501(c) PROVIDE OPERATING FUNDS 2500 FLYNN CTR FOR PERFORM ARTS 153 MAIN STREET BURLINGTON VT 05401 NONE 501(c) PROVIDE OPERATING FUNDS 1000 ROBERT HILL FLEMING MUSEUM FUND 411 MAIN STREET BURLINGTON VT 05401 NONE 501(c) PROVIDE OPERATING FUNDS 1000 HUNGER FREE VERMONT 38 EASTWOOD DR STE 100 SOUTH BURLINGTON VT 05403 NONE 501(c) PROVIDE OPERATING FUNDS 1000 HUMANE SOCIETY OF CHITTENDEN COUNTY 142 KINDNESS COURT SOUTH BURLINGTON VT 05403 NONE 501(c) PROVIDE OPERATING FUNDS 1000 STERN CENTER 183 TALCOTT ROAD SUITE 101 WILLISTON VT 05495 NONE 501(c) PROVIDE OPERATING FUNDS 2000 WIKIMEDIA FOUNDATION INC 149 NEW MONTGOMERY STREET SAN FRANCISCO CA 94105 NONE 501(c) PROVIDE OPERATING FUNDS 2000 VERMONT COMMUNITY FOUNDATION 3 COURT STREET MIDDLEBURY VT 05753 NONE 501(c) PROVIDE OPERATING FUNDS 1000 CHARITY NAVIGATOR 139 HARRISTOWN ROAD STE 101 GLEN ROCK NJ 07452 NONE 501(c) PROVIDE OPERATING FUNDS 250 GENERATOR INC 250 MAIN STREET BURLINGTON VT 05401 NONE 501(c) PROVIDE OPERATING FUNDS 149000 BROWN DAILY HERALD PO BOX 2538 PROVIDENCE RI 02906 NONE 501(c) PROVIDE OPERATING FUNDS 250 SPECTRUM YOUTH SERVICES 31 ELMWOOD AVENUE BURLINGTON VT 05401 NONE 501(c) PROVIDE OPERATING FUNDS 2000 ELECTRONIC FREEDOM FDN 815 EDDY STREET SAN FRANCISCO CA 94109 NONE 501(c) PROVIDE OPERATING FUNDS 1000 MONROE COUNTY PUBLIC LIBRARY 303 E KIRKWOOD AVENUE BLOOMINGTON IN 47408 NONE 501(c) PROVIDE OPERATING FUNDS 3000 VERMONT WOMEN'S FUND 3 COURT STREET MIDDLEBURY VT 05753 NONE 501(c) PROVIDE OPERATING FUNDS 1000 UNITED WAY OF MONROE COUNTY 441 S COLLEGE AVENUE BLOOMINGTON IN 47403 NONE 501(c) PROVIDE OPERATING FUNDS 2000 PLANNED PARENTHOOD FEDERATION OF AM 434 WEST 33RD STREET NEW YORK NY 10001 NONE 501(c) PROVIDE OPERATING FUNDS 5750 ECHO 17391 DURRANCE ROAD NORTH FORT MYERS FL 33917 NONE 501(c) PROVIDE OPERATING FUNDS 5000 VERMONT PUBLIC RADIO 365 TROY AVENUE COLCHESTER VT 05446 NONE 501(c) PROVIDE OPERATING FUNDS 2000 VERMONT PBS 204 ETHAN ALLEN AVENUE COLCHESTER VT 05446 NONE 501(c) PROVIDE OPERATING FUNDS 2000 OLIN COLLEGE 1000 OLIN WAY NEEDHAM MA 02492 NONE 501(c) PROVIDE OPERATING FUNDS 5000 TEAM RUBICON GLOBAL 6171 W CENTURY BLVD STE 310 LOS ANGELES CA 90045 NONE 501(c) PROVIDE OPERATING FUNDS 5000 BOSTON HEALTHCARE FOR THE HOMELESS 780 ALBANY STREET BOSTON MA 02118 NONE 501(c) PROVIDE OPERATING FUNDS 5000 APPALACHIAN MOUNTAIN CLUB 5 JOY STREET BOSTON MA 02108 NONE 501(c) PROVIDE OPERATING FUNDS 5000 SIERRA CLUB FDN 50 FEDERAL STREET BOSTON MA 02110 NONE 501(c) PROVIDE OPERATING FUNDS 2500 VT DIGGER 97 STATE STREET MONTPELIER VT 05602 NONE 501(c) PROVIDE OPERATING FUNDS 2000 EARTH JUSTICE 50 CALIFORNIA STREET STE 500 SAN FRANCISCO CA 94111 NONE 501(c) PROVIDE OPERATING FUNDS 3500 ANTI DEFAMATION LEAGUE 40 COURT STREET BOSTON MA 02108 NONE 501(c) PROVIDE OPERATING FUNDS 5500 STEVENSON SCHOOL 24 W 74TH STREET NEW YORK NY 10023 NONE 501(c) PROVIDE OPERATING FUNDS 1000 3 DOORS 2001 HAVERFORD ROAD ARDMORE PA 19003 NONE 501(C) PROVIDE OPERATING FUNDS 1000 FRIENDS OF CHARLOTTE LIBRARY 115 FERRY ROAD CHARLOTTE VT 05445 NONE 501(C) PROVIDE OPERATING FUNDS 1000 GREEN MOUNTAIN VALLEY MEDIA 271 MOULTON ROAD WAITSFIELD VT 05673 NONE 501(C) PROVIDE OPERATING FUNDS 500 INDIANA UNIV MAURER SCHOOL OF LAW 211 S INDIANA AVENUE BLOOMINGTON IN 47405 NONE 501(C) PROVIDE OPERATING FUNDS 1000 INDIANA UNIVERSITY 107 S INDIANA AVENUE BLOOMINGTON IN 47405 NONE 501(C) PROVIDE OPERATING FUNDS 1000 INTERVALE CENTER 180 INTERVALE ROAD BURLINGTON VT 05401 NONE 501(C) PROVIDE OPERATING FUNDS 2000 KENYON COLLEGE 103 COLLEGE ROAD GAMBIER OH 43022 NONE 501(C) PROVIDE OPERATING FUNDS 1000 LEXINGTON COMMUNITY FARM 52 LOWELL STREET LEXINGTON MA 02420 NONE 501(C) PROVIDE OPERATING FUNDS 1000 MAIN STREET ALLIANCE 131 CHURCH STREET SUITE 215 BURLINGTON VT 05401 NONE 501(C) PROVIDE OPERATING FUNDS 7500 MUSIC WORCESTER 319 MAIN STREET WORCESTER MA 01608 NONE 501(C) PROVIDE OPERATING FUNDS 3000 NATURAL RESOURCES DEFENSE COUNCIL 40 WEST 20TH STREET NEW YORK NY 10011 NONE 501(C) PROVIDE OPERATING FUNDS 1000 PARENTS HELPING PARENTS 108 WATER STREET WATERTOWN MA 02472 NONE 501(C) PROVIDE OPERATING FUNDS 1000 PEACE JUSTICE CENTER 60 LAKE STREET BURLINGTON VT 05401 NONE 501(C) PROVIDE OPERATING FUNDS 500 CLIMATE REALITY PROJECT 750 NINTH STREET NW SUITE 520 WASHINGTON DC 20001 NONE 501(C) PROVIDE OPERATING FUNDS 1000 URBAN JUSTICE LEAGUE 40 RECTOR STREET NEW YORK NY 10006 NONE 501(C) PROVIDE OPERATING FUNDS 4500 WQXR 160 VARICK STREET NEW YORK NY 10013 NONE 501(C) PROVIDE OPERATING FUNDS 2500 COMMUNITY SAILING CENTER PO BOX 64818 BURLINGTON VT 05406 NONE 501(C) PROVIDE OPERATING FUNDS 500 486655 11307 197803 162629 371739 371739 4 & 7 THESE INVESTMENT ACTIVITIES ARE THE PRIMARY MEANS BY WHICH THE ORGANIZATION ACCOMPLISHES ITS GOALS. false false false false false false false false false false Angelo & O'Brien, P.A. 6285 6285 0 0 Due from Broker 6116 4927 4927 Investment Expenses 94076 94076 Service Charges 91 91 Trading Expenses 2490 2490