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Ruth & Peter Metz Family Foundation Inc

  • Westfield, NJ
  • Tax-exempt since Oct. 1988
  • EIN: 52-1591150

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$860k (2024)

Expenses
$786k (2024)

Total Assets
$9.23M (2024)

Total Liabilities
$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$859,685
Expenses
$786,489
Net Income
$73,196
Net Assets
$9,225,082
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $9,000
1.0%
Interest Revenue $5,133
0.6%
Dividends $253,445
29.5%
Sales of Assets $590,614
68.7%
Other Income $1,493
0.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $615,860
78.3%
Compensation of Officers* $1,250
0.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $9,225,082
Total Liabilities $0
Net Assets $9,225,082
Compensation
Key Employees and Officers Compensation Other
Thomas C Phelan (Sec'y) $2,000 $0
Michael M Metz (Co Pres/Treas) $1,250 $0
W Peter Metz Iii (Co Pres) $0 $0
Sarah Metz Krisoff (Vp) $0 $0
Denise Shekerjian (Vp) $0 $0
David Metz (Trustee) $0 $0
Austin Krisoff (Trustee) $0 $0
Luke Metz (Trustee) $0 $0
Matthew Metz (Trustee) $0 $0
Juliette Wallack (Trustee) $0 $0
Kristie Dafoe (Trustee) $0 $0
+ View more people

Document Links

990-PF
Filed on Aug. 7, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$613,303
Expenses
$761,897
Net Income
-$148,594
Net Assets
$9,151,886
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $62,000
10.1%
Interest Revenue $1,046
0.2%
Dividends $254,643
41.5%
Sales of Assets $295,576
48.2%
Other Income $38
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $609,228
80.0%
Compensation of Officers* $1,250
0.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $9,151,886
Total Liabilities $0
Net Assets $9,151,886
Compensation
Key Employees and Officers Compensation Other
Thomas C Phelan (Sec'y) $2,000 $0
Michael M Metz (Co Pres/Treas) $1,250 $0
W Peter Metz Iii (Co Pres) $0 $0
Sarah Metz Krisoff (Vp) $0 $0
Denise Shekerjian (Vp) $0 $0
David Metz (Trustee) $0 $0
Austin Krisoff (Trustee) $0 $0
Luke Metz (Trustee) $0 $0
Matthew Metz (Trustee) $0 $0
Juliette Wallack (Trustee) $0 $0
Kristie Dafoe (Trustee) $0 $0
+ View more people

Document Links

990-PF
Filed on May 14, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$904,695
Expenses
$785,804
Net Income
$118,891
Net Assets
$9,300,480
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $529
0.1%
Dividends $229,062
25.3%
Sales of Assets $672,569
74.3%
Other Income $2,535
0.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $629,651
80.1%
Compensation of Officers* $1,250
0.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $9,300,480
Total Liabilities $0
Net Assets $9,300,480
Compensation
Key Employees and Officers Compensation Other
Thomas C Phelan (Sec'y) $2,000 $0
Michael M Metz (Co Pres/Treas) $1,250 $0
W Peter Metz Iii (Co Pres) $0 $0
Sarah Metz Krisoff (Vp) $0 $0
Denise Shekerjian (Vp) $0 $0
David Metz (Trustee) $0 $0
Austin Krisoff (Trustee) $0 $0
Luke Metz (Trustee) $0 $0
Matthew Metz (Trustee) $0 $0
Juliette Wallach (Trustee) $0 $0
Kristie Dafoe (Trustee) $0 $0
+ View more people

Document Links

990-PF
Filed on May 10, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$995,454
Expenses
$730,922
Net Income
$264,532
Net Assets
$9,181,589
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $14
0.0%
Dividends $213,376
21.4%
Sales of Assets $782,064
78.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $566,278
77.5%
Compensation of Officers* $1,250
0.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $9,181,589
Total Liabilities $0
Net Assets $9,181,589
Compensation
Key Employees and Officers Compensation Other
Michael M Metz (Co Pres/Treas) $1,250 $0
W Peter Metz Iii (Co Pres) $0 $0
Sarah Metz Krisoff (Vp) $0 $0
Denise Shekerjian (Vp) $0 $0
Thomas C Phelan (Sec'y) $0 $0
David Metz (Trustee) $0 $0
Austin Krisoff (Trustee) $0 $0
Luke Metz (Trustee) $0 $0
Matthew Metz (Trustee) $0 $0
Juliette Wallack (Trustee) $0 $0
+ View more people

Document Links

990-PF
Filed on May 12, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$657,269
Expenses
$658,207
Net Income
-$938
Net Assets
$8,917,056
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $130
0.0%
Dividends $194,345
29.6%
Sales of Assets $462,794
70.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $522,625
79.4%
Compensation of Officers* $5,250
0.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $8,917,057
Total Liabilities $1
Net Assets $8,917,056
Compensation
Key Employees and Officers Compensation Other
Thomas C Phelan (Sec'y) $4,000 $0
Michael M Metz (Co Pres/Treas) $1,250 $0
W Peter Metz Iii (Co Pres) $0 $0
Sarah Metz Krisoff (Vp) $0 $0
Denise Shekerjian (Vp) $0 $0
David Metz (Ass't Treas) $0 $0
Austin Krissoff (Trustee) $0 $0
Luke Metz (Trustee) $0 $0
Matthew Metz (Trustee) $0 $0
Juliette Wallack (Trustee) $0 $0
+ View more people

Document Links

990-PF
Filed on May 10, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$473,403
Expenses
$654,394
Net Income
-$180,991
Net Assets
$8,917,994
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $5,975
1.3%
Dividends $240,835
50.9%
Sales of Assets $226,593
47.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $529,372
80.9%
Compensation of Officers* $1,250
0.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $8,917,995
Total Liabilities $1
Net Assets $8,917,994
Compensation
Key Employees and Officers Compensation Other
Michael M Metz (Co Pres/Treas) $1,250 $0
W Peter Metz Iii (Co Pres) $0 $0
Phyllis Pollack (Vp) $0 $0
Denise Shekerjian (Vp) $0 $0
Thomas C Phelan (Sec'y) $0 $0
David Metz (Ass't Treas) $0 $0
+ View more people

Document Links

990-PF
Filed on Aug. 19, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,767,620
Expenses
$648,242
Net Income
$1,119,378
Net Assets
$9,098,986
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $1,467,549
83.0%
Interest Revenue $4,075
0.2%
Dividends $228,923
13.0%
Sales of Assets $67,073
3.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $520,579
80.3%
Compensation of Officers* $1,250
0.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $9,098,986
Total Liabilities $0
Net Assets $9,098,986
Compensation
Key Employees and Officers Compensation Other
Michael M Metz (Co Pres/Treas) $1,250 $0
W Peter Metz Iii (Co Pres) $0 $0
Phyllis Pollack (Vp) $0 $0
Denise Shekerjian (Vp) $0 $0
Thomas C Phelan (Sec'y) $0 $0
David Metz (Ass't Treas) $0 $0
+ View more people

Document Links

990-PF
Filed on Sept. 4, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$371,739
Expenses
$601,345
Net Income
-$229,606
Net Assets
$7,979,608
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $11,307
3.0%
Dividends $197,803
53.2%
Sales of Assets $162,629
43.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $492,529
81.9%
Compensation of Officers* $1,250
0.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $7,979,608
Total Liabilities $0
Net Assets $7,979,608
Compensation
Key Employees and Officers Compensation Other
Michael M Metz (Co Pres/Treas) $1,250 $0
W Peter Metz Iii (Co Pres) $0 $0
Phyllis Pollack (Vp) $0 $0
Denise Shekerjian (Vp) $0 $0
Thomas C Phelan (Sec'y) $0 $0
David Metz (Ass't Treas) $0 $0
+ View more people

Document Links

990-PF
Filed on Aug. 20, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$194,996
Expenses
$573,830
Net Income
-$378,834
Net Assets
$8,209,214
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $14,959
7.7%
Dividends $178,653
91.6%
Sales of Assets $1,384
0.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $448,669
78.2%
Compensation of Officers* $1,250
0.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $8,209,214
Total Liabilities $0
Net Assets $8,209,214
Compensation
Key Employees and Officers Compensation Other
Michael M Metz (Co Pres/Treas) $1,250 $0
W Peter Metz Iii (Co Pres) $0 $0
Phyllis Pollack (Vp) $0 $0
Denise Shekerjian (Vp) $0 $0
Thomas C Phelan (Sec'y) $0 $0
David Metz (Ass't Treas) $0 $0
+ View more people

Document Links

990-PF
Filed on Sept. 6, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$786,263
Expenses
$594,583
Net Income
$191,680
Net Assets
$8,588,048
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $13,053
1.7%
Dividends $171,542
21.8%
Sales of Assets $601,668
76.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $472,876
79.5%
Compensation of Officers* $3,750
0.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $8,588,048
Total Liabilities $0
Net Assets $8,588,048
Compensation
Key Employees and Officers Compensation Other
Michael M Metz (Co Pres/Treas) $3,750 $0
W Peter Metz Iii (Co Pres) $0 $0
Phyllis Pollack (Vp) $0 $0
Denise Shekerjian (Vp) $0 $0
Thomas C Phelan (Sec'y) $0 $0
+ View more people

Document Links

990-PF
Filed on June 13, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$6,051,980
Expenses
$572,145
Net Income
$5,479,835
Net Assets
$8,396,368
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $5,780,406
95.5%
Interest Revenue $363
0.0%
Dividends $245,555
4.1%
Sales of Assets $25,656
0.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $471,340
82.4%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $8,396,368
Total Liabilities $0
Net Assets $8,396,368
Compensation
Key Employees and Officers Compensation Other
W Peter Metz (Pres) $0 $0
W Peter Metz Iii (Vp) $0 $0
Michael M Metz (Vp) $0 $0
Thomas Phelan (Sec'y) $0 $0
+ View more people

Document Links

990-PF
Filed on Nov. 12, 2015

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$612,420
Expenses
$93,572
Net Income
$518,848
Net Assets
$2,916,533
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $450,000
73.5%
Interest Revenue $110
0.0%
Dividends $65,583
10.7%
Sales of Assets $96,727
15.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $52,700
56.3%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,916,533
Total Liabilities $0
Net Assets $2,916,533
Compensation
Key Employees and Officers Compensation Other
W Peter Metz (Pres) $0 $0
W Peter Metz Iii (Vp) $0 $0
Michael M Metz (Vp) $0 $0
Thomas Phelan (Sec'y) $0 $0
+ View more people

Document Links

990-PF
Filed on July 17, 2014

Primary tax return for a private foundation's activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$216,140
Expenses
$731,597
Net Income
-$515,457
Net Assets
$2,397,685
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $3,645
1.7%
Interest Revenue $269
0.1%
Dividends $79,784
36.9%
Sales of Assets $132,442
61.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $687,200
93.9%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,397,685
Total Liabilities $0
Net Assets $2,397,685

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$139,805
Expenses
$586,591
Net Income
-$446,786
Net Assets
$2,945,129
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $994
0.7%
Dividends $76,600
54.8%
Sales of Assets $62,211
44.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $529,833
90.3%
Compensation of Officers* $0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,945,130
Total Liabilities $1
Net Assets $2,945,129

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF
PDF (2 of 2)

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
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  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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About Nonprofit Explorer

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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