Private Foundation

RUTH & PETER METZ FAMILY FOUNDATION co THOMAS PHELAN

RUTH & PETER METZ FAMILY FOUNDATION co THOMAS PHELAN, of WESTFIELD, NJ, is a Private Foundation tracked in Imperigo's IRS 990 database. The 2024 filing shows $860K in revenue, $786K in expenses, $9.2M in total assets. IRS filings disclose 496 grants awarded by this foundation, totaling roughly $4.4M.

EIN: 521591150 WESTFIELD, NJ Latest filing: 2024

Total Revenue$860K

Total Expenses$786K

Total Assets$9.2M

Grants Given496

Grant Total$4.4M

Filing Years2020–2024

Sample Grants Given

GENERATOR INC

S BURLINGTON, VT · 2024

PROVIDE OPERATING FUNDS

$91,000

BURLINGTON CITY ARTS FDN

BURLINGTON, VT · 2024

PROVIDE OPERATING FUNDS

$35,000

BTV IGNITE

BURLINGTON, VT · 2024

PROVIDE OPERATING FUNDS

$32,500

MUSIC WORCESTER

WORCESTER, MA · 2024

PROVIDE OPERATING FUNDS

$15,500

YMCA of CENTRAL MA

WORCESTER, MA · 2024

PROVIDE OPERATING FUNDS

$15,000

Showing up to 5 of 496 total records — full history available with membership.

Officers & Directors

TRUSTEE Austin Krisoff

TRUSTEE David Metz

VP Denise Shekerjian

TRUSTEE Juliette Wallack

Trustee Kristie Dafoe

TRUSTEE Luke Metz

Officer compensation and complete director data available with membership.

Top Grant Purposes

PROVIDE OPERATING FUNDS

$3,628,905 480 grants

ANONYMOUS DISTRIBUTIONS TO LOCAL, QUALIFIED NON-PROFITS WITHIN THE YEAR OF RECEIPT OF FUNDS

$688,000 3 grants

HOOVER MEMORIAL ENDOWMENT FUND

$30,000 3 grants

2023 GEODESIC DOME

$17,500 2 grants

PROVIDING OPERATING FUNDS

$13,500 3 grants

Financial Trends

Year	Revenue	Expenses	Assets
2024	$860K	$786K	$9.2M
2023	$613K	$762K	$9.2M
2022	$905K	$786K	$9.3M
2021	$995K	$731K	$9.2M
2020	$657K	$658K	$8.9M

Between 2020 and 2024, reported annual revenue grew from $657K to $860K (+31%), with total assets most recently reported at $9.2M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in AL, AR, CA, CO, DC, FL, and 4 other states.

ALARCACODCFLINMANCNJ

Full geographic grant map with state-by-state breakdown available with membership.

See the full picture for RUTH & PETER METZ FAMILY FOUNDATION co THOMAS PHELAN

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