Private Foundation

THE METZLER FAMILY FOUNDATION C/O SAGEWORTH TRUST CO

THE METZLER FAMILY FOUNDATION C/O SAGEWORTH TRUST CO, of LANCASTER, PA, is a Private Foundation tracked in Imperigo's IRS 990 database. The 2024 filing shows $618K in revenue, $214K in expenses, $2.0M in total assets. IRS filings disclose 65 grants awarded by this foundation, totaling roughly $657K.

EIN: 020746127 LANCASTER, PA Latest filing: 2024

Total Revenue$618K

Total Expenses$214K

Total Assets$2.0M

Grants Given65

Grant Total$657K

Filing Years2019–2024

Sample Grants Given

NEW HOPE MINISTRIES

DILLSBURG, PA · 2024

UNRESTRICTED

$50,000

NEW HOPE MINISTRIES

DILLSBURG, PA · 2024

CHALLENGE

$50,000

NEW HOPE MINISTRIES

DILLSBURG, PA · 2024

GIVING TUESDAY CHALLENGE

$25,000

OUR DAILY BREAD MINISTRIES

GRAND RAPID, MI · 2024

UNRESTRICTED

$15,000

HOMEWARD BOUND ANIMAL RESCUE

MECHANICSBURG, PA · 2024

UNRESTRICTED

$5,000

Showing up to 5 of 65 total records — full history available with membership.

Officers & Directors

PRESIDENT David L Metzler

SECRETARY Deborah M Klineyoung

VICE-PRESIDENT Loretta C Metzler

Officer compensation and complete director data available with membership.

Top Grant Purposes

UNRESTRICTED

$279,440 50 grants

CHALLENGE

$126,000 2 grants

GIVING TUESDAY CHALLENGE

$75,000 3 grants

$10,000 CHALLENGE

$50,000 1 grant

2020 CAPITAL CAMPAIGN FOR NEW FACILITY

$25,000 1 grant

Financial Trends

Year	Revenue	Expenses	Assets
2024	$618K	$214K	$2.0M
2023	$311K	$204K	$1.6M
2022	$767K	$161K	$1.5M
2020	$91K	$163K	$1.1M
2019	$1.2M	$66K	$1.1M

Between 2019 and 2024, reported annual revenue declined from $1.2M to $618K (-47%), with total assets most recently reported at $2.0M.

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

Grant Geography

Grants from this foundation were reported to recipients in CA, DC, FL, MD, MI, NC, and 4 other states.

CADCFLMDMINCNJNYOHOK

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

See the full picture for THE METZLER FAMILY FOUNDATION C/O SAGEWORTH TRUST CO

Complete financials, all 65 grant records, officer compensation, year-over-year trend charts, a geographic grant map, and data exports — across 498,000+ organizations.

Full Financial History Complete Grant Activity Officer Compensation Year-over-Year Charts Geographic Grant Map Data Exports