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← Beth and Mark Metzger Foundation Inc

Form 990 for tax year 2022

Filed by Beth and Mark Metzger Foundation Inc.

Totals

Total revenue
$8,806
Total expenses
$102,500
Contributions and grants received
$0
Grants paid
$100,000
Program service revenue
$0
Investment income
$8,806
Other revenue
$0
Total assets, end of year
$145,731
Total liabilities, end of year
$2,500
Net assets or fund balances, end of year
$143,231
Program services expenses (Part IX)
$100,000
Management and general expenses
$2,500
Fundraising expenses
$0
Program service expenses (Part III)
$100,000

Program services were 97.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Jason Shames

    Trustee

    Total calculated
    $432,236
    From this org
    $0
    From related orgs
    $376,872
    Other
    $55,364
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $376,872 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $16,665 related
    Nontaxable benefits
    $0 + $38,699 related
    Filer's total
    $0 + $432,236 related

  • Robin Rochlin

    Secretary and Treasurer

    Total calculated
    $168,401
    From this org
    $0
    From related orgs
    $156,901
    Other
    $11,500
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $156,901 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $11,500 related
    Filer's total
    $0 + $168,401 related

  • Mark Metzger

    President

    Total calculated
    $0
    Hours/week
    1

  • Beth Metzger

    Vice President

    Total calculated
    $0
    Hours/week
    1

  • Leon Sokol

    Trustee

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
15 May 2024
IRS schema version
2022v5.0
Source object
202441369349308229

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