Nonprofit · EIN 13-7357433
RICHARD & CHERYL METRICK CHARITABLE TR
Also known as METRICK RICHARD & CHERYL TTEE
Tax-exempt · NORTH HILLS, NY 11040
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $13,597 | $40,923 | -$27,326 | $234,221 | $0 | $234,221 |
| December 31, 2024 | 990-PF | $23,204 | $45,194 | -$21,990 | $261,547 | $0 | $261,547 |
| December 31, 2023 | 990-PF | $24,783 | $39,798 | -$15,015 | $283,537 | $0 | $283,537 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $6,293
- Net gain from sales of assets
- $7,304
Expenses
- Grants and similar amounts paid
- $38,500
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $40,923
- Excise tax on investment income
- $189
Balance sheet and other
- Total assets, start of year
- $261,547
- Total assets, end of year
- $234,221
- Total liabilities, end of year
- $0
- Net assets, end of year
- $234,221
- Fair market value of assets
- $332,184
- Qualifying distributions
- $40,923
- Net investment income
- $13,597
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHERYL METRICK 1000 ROYAL COURT UNIT 1301, NORTH HILLS, NY 110402616 | TRUSTEE | 0 | $0 |
| ANDREW METRICK 340 OGDEN ST, NEW HAVEN, CT 06511 | TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHERYL METRICK 1000 ROYAL COURT UNIT 1301, NORTH HILLS, NY 110402616 | TRUSTEE | 0 | $0 |
| ANDREW METRICK 340 OGDEN ST, NEW HAVEN, CT 06511 | TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHERYL METRICK 1000 ROYAL COURT UNIT 1301, NORTH HILLS, NY 110402616 | TRUSTEE | 0 | $0 |
| ANDREW METRICK 340 OGDEN ST, NEW HAVEN, CT 06511 | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 1000 ROYAL CT UNIT 1301, NORTH HILLS, NY 11040-2616
- Signed the 990-PF
- CHERYL METRICK, TRUSTEE
- Phone
- (631) 421-0268
- Return prepared by
- OGEKA ASSOCIATES LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 13-7357433
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2004
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $234,221
- Income (IRS master file)
- $13,597
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $13,597 | $40,923 | $234,221 | IRS |
| 990-PF | December 2024 | $23,204 | $45,194 | $261,547 | IRS |
| 990-PF | December 2023 | $24,783 | $39,798 | $283,537 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 13-7357433).
Questions about RICHARD & CHERYL METRICK CHARITABLE TR
- What is the EIN of RICHARD & CHERYL METRICK CHARITABLE TR?
- The employer identification number (EIN) of RICHARD & CHERYL METRICK CHARITABLE TR is 13-7357433.
- Is RICHARD & CHERYL METRICK CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
- Are donations to RICHARD & CHERYL METRICK CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does RICHARD & CHERYL METRICK CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of RICHARD & CHERYL METRICK CHARITABLE TR due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did RICHARD & CHERYL METRICK CHARITABLE TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of RICHARD & CHERYL METRICK CHARITABLE TR?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does RICHARD & CHERYL METRICK CHARITABLE TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $13,597, expenses of $40,923 and total assets of $234,221 at year end.