Nonprofit · EIN 32-6474435
CAROLYN AND HERBERT METZGER FOUNDATION
Tax-exempt · TOLEDO, OH 43604
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $1,550,199 | $1,340,695 | $209,504 | $21,774,710 | $0 | $21,774,710 |
| December 31, 2024 | 990-PF | $1,049,388 | $843,908 | $205,480 | $21,565,206 | $0 | $21,565,206 |
| December 31, 2023 | 990-PF | $11,888,195 | $666,127 | $11,222,068 | $21,359,726 | $0 | $21,359,726 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $125,000
- Dividends
- $558,175
- Interest
- $115,671
- Net gain from sales of assets
- $583,892
- Other income
- $167,461
Expenses
- Grants and similar amounts paid
- $1,225,000
- Disbursements for charitable purposes
- $1,225,000
- Excise tax on investment income
- $18,204
Balance sheet and other
- Total assets, start of year
- $21,565,206
- Total assets, end of year
- $21,774,710
- Total liabilities, end of year
- $0
- Net assets, end of year
- $21,774,710
- Fair market value of assets
- $30,491,253
- Qualifying distributions
- $1,225,000
- Net investment income
- $1,425,369
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 |
|---|---|---|---|
| Susan M Metzger 7150 Oak Hill Dr, Sylvania, OH 43560 | Trustee | 0 | $0 |
| Sally M Friend 12005 Stern Rd, Indianapolis, IN 46256 | Trustee | 0 | $0 |
| Holly E Metzger 7364 Oak Hill Dr, Sylvania, OH 43560 | Trustee | 0 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Susan M Metzger 7150 Oak Hill Dr, Sylvania, OH 43560 | Trustee | 0 | $0 |
| Sally M Friend 12005 Stern Rd, Indianapolis, IN 46256 | Trustee | 0 | $0 |
| Holly E Metzger 7364 Oak Hill Dr, Sylvania, OH 43560 | Trustee | 0 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Susan M Metzger 7150 Oak Hill Dr, Sylvania, OH 43560 | Trustee | 0 | $0 |
| Sally M Friend 12005 Stern Rd, Indianapolis, IN 46256 | Trustee | 0 | $0 |
| Holly E Metzger 7364 Oak Hill Dr, Sylvania, OH 43560 | Trustee | 0 | $0 |
Address and contacts
- Address (IRS master file)
- FOUR SEAGATE 9TH FLOOR, TOLEDO, OH 43604-2608
- In care of
- % THOMAS A GIBSON
- Signed the 990-PF
- Susan M Metzger, Trustee
- Phone
- (419) 249-7900
- Return prepared by
- Robison Curphey & OConnell 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
- 32-6474435
- 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
- 2018
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $21,774,710
- Income (IRS master file)
- $7,427,247
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $1,550,199 | $1,340,695 | $21,774,710 | XML |
| 990-PF | December 2024 | $1,049,388 | $843,908 | $21,565,206 | XML |
| 990-PF | December 2023 | $11,888,195 | $666,127 | $21,359,726 | 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 32-6474435).
Questions about CAROLYN AND HERBERT METZGER FOUNDATION
- What is the EIN of CAROLYN AND HERBERT METZGER FOUNDATION?
- The employer identification number (EIN) of CAROLYN AND HERBERT METZGER FOUNDATION is 32-6474435.
- Is CAROLYN AND HERBERT METZGER FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2018.
- Are donations to CAROLYN AND HERBERT METZGER FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CAROLYN AND HERBERT METZGER FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CAROLYN AND HERBERT METZGER FOUNDATION 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 CAROLYN AND HERBERT METZGER FOUNDATION 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 CAROLYN AND HERBERT METZGER FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does CAROLYN AND HERBERT METZGER FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,550,199, expenses of $1,340,695 and total assets of $21,774,710 at year end.
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