METROPOULOS FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- METROPOULOS FAMILY FOUNDATION (EIN 84-2835335)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-14
- IRS object ID
- 202631349349101213
- Schema version
- 2025v4.1
- 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
- Legal Fees Schedule
- Other Decreases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-14T08:02:46-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | 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 | 2025-01-01 | 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 | C DEAN METROPOULOS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9144263600 | PhoneNum |
| Signature | 2026-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
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 | 2025 | 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 | $6,239,983 | 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 | $8,096,002 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $655 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $655 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $39,147 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $39,147 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,461,475 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,695,801 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,461,475 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $9,597,279 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,501,277 | 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 |
| Legal Fees Rev And Expnss | $28,794 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $28,794 | LegalFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $45,648 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $74,442 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $28,794 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,079,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,079,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,153,442 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,107,794 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,443,837 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,501,277 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $801,090 | CashBOYAmt |
| Cash EOY | $383,251 | CashEOYAmt |
| Cash EOYFMV | $383,251 | CashEOYFMVAmt |
| Corporate Stock BOY | $48,813 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,251,481 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,856,732 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $849,903 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,634,732 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,239,983 | 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 | $849,903 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,634,732 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $849,903 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,634,732 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $849,903 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,634,732 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $849,903 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,443,837 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,293,740 | SubtotalAmt |
| Other Decreases | $4,659,008 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,634,732 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 25,170 SHARES OF MET LIFE INC | 2001-01-01 | 2025-06-09 | $1,998,271 | $823,191 | $1,175,080 | $1,175,080 |
| 440 SHARES OF PROCTER & GAMBLE | 1991-01-01 | 2025-06-11 | $71,245 | $12,232 | $59,013 | $59,013 |
| 3000 SHARES OF MET LIFE INC | 2011-12-21 | 2025-08-22 | $244,222 | $81,553 | $162,669 | $162,669 |
| 10000 SHARES OF SCHLUMBERGER LIMITED | 1991-01-01 | 2025-12-17 | $382,063 | $317,350 | $64,713 | $64,713 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,461,475 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $20,868 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $20,868 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $20,868 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $20,500 | 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 | $20,500 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $21 | EsPenaltyAmt |
| Tax Due | $389 | 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 | $1,833,814 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $306,654 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,140,468 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,140,468 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $32,107 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,108,361 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $105,418 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $105,418 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $20,868 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $20,868 | TotalTaxAmt |
| Distributable Before Adj | $84,550 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $84,550 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $84,550 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,107,794 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,107,794 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $84,550 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,056,336 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,066,629 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,375,015 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,632,325 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $6,230,854 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $15,361,159 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,107,794 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $84,550 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,023,244 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $18,384,403 | 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 | $2,056,336 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $16,328,067 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,066,629 | ExcessFromYear4Amt |
| Excess From Year3 | $2,375,015 | ExcessFromYear3Amt |
| Excess From Year2 | $2,632,325 | ExcessFromYear2Amt |
| Excess From Year1 | $6,230,854 | ExcessFromYear1Amt |
| Excess From Current Year | $3,023,244 | 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 (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | 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. | $5,000 |
| 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. | $200,000 |
| CLEVELAND CLINIC FOUNDATION | |||||||
| 2049 EAST 100TH STREET | CLEVELAND | OH | 44195 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $150,000 |
| COVENANT HOUSE | |||||||
| 5 PENN PLAZA 19TH FLOOR | NEW YORK | NY | 10001 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $20,000 |
| DOCTORS WITHOUT BORDERS | |||||||
| 40 RECTOR STREET 16TH FLOOR | NEW YORK | NY | 10006 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $20,000 |
| ECUMENICAL PATRIARCH BARTHOLOMEW FOUNDATION | |||||||
| 8 E 79TH STREET | NEW YORK | NY | 10075 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $10,000 |
| FEED THE CHILDREN INC | |||||||
| 333 N MERIDIAN | OKLAHOMA CITY | OK | 73107 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $10,000 |
| GOLDEN OPPORTUNITIES INC | |||||||
| 1397 YOUNGFIELD ST | GOLDEN | CO | 80401 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $10,000 |
| GREEK ORTHODOX CHURCH OF THE HAMPTONS | |||||||
| 111 SAINT ANDREWS RD | SOUTHAMPTON | NY | 11968 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $60,000 |
| GREEK ORTHODOX LADIES PHILOPTOCHOS SOCIETY INC | |||||||
| 126 E 37TH ST | NEW YORK | NY | 10016 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $50,000 |
| HARTFORD HEALTHCARE AT HOME | |||||||
| 1290 SILAS DEANE HWY 4B | ETHERSFIELD | CT | 06109 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $2,500 |
| HELLENIC INTIATIVE INC | |||||||
| 750 LEXINGTON AVE 9TH FLOOR | NEW YORK | NY | 10022 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $50,000 |
| MERCY SHIPS | |||||||
| PO BOX 1298 | LINDALE | TX | 75771 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $20,000 |
| MYRIAD USA INC | |||||||
| 551 FIFTH AVENUE SUITE 2400 | NEW YORK | NY | 10176 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $50,000 |
| 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 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 |
| PALM BEACH AREA TENNIS PATRONS INC | |||||||
| PO BOX 1353 | WEST PALM BEACH | FL | 33402 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $20,000 |
| PROJECT MEXICO OF THE ORTHODOX CHURCH | |||||||
| 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 |
| SAVE THE CHILDREN FEDERATION INC | |||||||
| 501 KINGS HIGHWAY EAST SUITE 400 | FAIRFIELD | CT | 06825 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $20,000 |
| SHRINERS HOSPITALS FOR CHILDREN | |||||||
| POST OFFICE BOX 31356 | TAMPA | FL | 33631 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $10,000 |
| ST NICHOLAS GREEK ORTHODOX CHURCH AND NATIONAL SHRINE | |||||||
| 1822 65TH ST | BROOKLYN | NY | 11204 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $100,000 |
| 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 |
| WORLD VISION INC | |||||||
| PO BOX 9716 | FEDERAL WAY | WA | 98063 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $2,500 |
| WORLD WILDLIFE FUND | |||||||
| 1250 24TH ST NW | WASHINGTON | DC | 20037 | NONE | PC | TO SUPPORT THE CHARITY'S MISSION. | $12,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,079,000 | 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 | $655 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $39,147 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,461,475 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,501,277 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,501,277 | 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 | $8,096,002 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (5 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 10000 SHARES OF SCHLUMBERGER LTD (SLB) | $424,400 | 2025-02-19 |
| 1 | 4292 SHARES OF PROCTOR & GAMBLE (PG) | $712,730 | 2025-02-19 |
| 1 | 35000 SHARES OF METLIFE INCORPORATED (MET) | $2,788,800 | 2025-06-06 |
| 1 | 20000 SHARES OF MERK & CO INC. (MRK) | $2,023,100 | 2025-12-19 |
| 1 | 22950 SHARES OF CONOCOPHILLIPS (COP) | $2,146,973 | 2025-12-22 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 52 SHARES OF INVESCO QQQ TRUST SERIES 1 | $2,307 | $31,944 |
| 2250 SHARES OF VALERO ENERGY CORP | $37,580 | $366,278 |
| 1000 SHARES OF WALT DISNEY CO | $8,926 | $113,770 |
| 20000 SHARES OF MERK & CO | $628,256 | $2,105,200 |
| 22950 SHARES OF CONOCOPHILLIPS | $1,282,361 | $2,148,350 |
| 6830 SHARES OF METLIFE INC | $184,965 | $539,160 |
| 3852 SHARES OF PROCTER & GAMBLE | $107,086 | $552,030 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ALLEY MAASS ROGERS AND LINDSAY | CategoryTxt |
| Legal Fees | $28,794 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $28,794 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED APPRECIATION ON CONTRIBUTED SECURITIES | Desc |
| Amt | $4,659,008 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $45,648 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |