MICHAEL & HELEN R CYKER CHARITABLE FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- MICHAEL & HELEN R CYKER CHARITABLE FOUNDATION (EIN 22-2488837)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-12
- IRS object ID
- 202641329349100139
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Applied To Prior Year Election
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-12T09:16:34-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043236498 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WALTER SHUFFAIN ADVISORS INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE INTERNATIONAL PLACE SUITE 1010 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 021102602 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222488837 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL & HELEN CYKER CHARITABLE | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION TRUST | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MICH | BusinessNameControlTxt |
| Phone | 6072804426 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 121 BROOK WAY | AddressLine1Txt |
| City | ITHACA | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14850 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ERIC CYKER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6072804426 | PhoneNum |
| Signature | 2026-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | REBECCA WARREN | PreparerPersonNm |
| PTIN | P01418139 | PTIN |
| Phone | 6174472700 | PhoneNum |
| Preparation | 2026-05-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,783,151 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $13,171 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $13,171 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $50,689 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $50,689 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $0 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $50,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $63,860 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $63,860 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $16,726 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $11,926 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,800 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,058 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,058 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $20 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $20 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $18,804 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,984 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,820 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $132,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $132,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $151,404 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,984 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $137,420 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$87,544 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $49,876 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $129,298 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $92,139 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $92,139 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,059,415 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,093,026 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,196,167 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $632,850 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $548,854 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $494,845 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,821,563 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,734,019 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,783,151 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,821,563 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,734,019 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,821,563 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,734,019 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,821,563 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,734,019 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,821,563 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$87,544 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,734,019 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,734,019 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | BANK OF AMERICA NA NC US RT 05.0500% MAT 09/29/25 | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2024-03-20 | AcquiredDt |
| Sold | 2025-09-29 | SoldDt |
| Gross Sales Price | $50,000 | GrossSalesPriceAmt |
| Cost Or Other Basis | $50,000 | CostOrOtherBasisAmt |
| Gain Or Loss | $0 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $0 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $0 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $693 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $693 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $693 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,121 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,121 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $428 | OverpaymentAmt |
| Applied To ES Tax | $428 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ERIC CYKER | IndividualWithBooksNm |
| Phone | 6072804426 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 121 BROOK WAY | AddressLine1Txt |
| City | ITHACA | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14850 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ERIC CYKER | ||||||||
| 121 BROOK WAY | ITHACA | NY | 14850 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MARK CYKER | ||||||||
| 264 OLD LITTLETON ROAD | HARVARD | MA | 01451 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| HOWARD CYKER | ||||||||
| 138 WABAN AVE | WABAN | MA | 02468 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,541,548 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $110,719 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,652,267 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,652,267 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $39,784 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,612,483 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $130,624 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $130,624 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $693 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $693 | TotalTaxAmt |
| Distributable Before Adj | $129,931 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $129,931 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $129,931 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $137,420 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $137,420 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $129,931 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $57,174 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $137,420 | QualifyingDistributionsAmt |
| Applied To Year1 | $57,174 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $80,246 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $49,685 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALZHEIMER'S ASSOCIATION | ||||||
| 309 WAVERLEY OAKS ROAD | WALTHAM | MA | 02452 | PC | CHARITABLE | $2,000 |
| AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INC | ||||||
| 220 E 42ND STREET SUITE 400 | NEW YORK | NY | 10017 | PC | CHARITABLE | $5,000 |
| AMERICAN JEWISH WORLD SERVICE INC | ||||||
| 45 WEST 36TH STREET | NEW YORK | NY | 10018 | PC | CHARITABLE | $5,000 |
| ANTI-DEFAMATION LEAGUE | ||||||
| 605 THIRD AVENUE | NEW YORK | NY | 10158 | PC | CHARITABLE | $5,000 |
| BETH ISRAEL DEACONNESS | ||||||
| 330 BROOKLINE AVE | BOSTON | MA | 02215 | PC | CHARITABLE | $25,000 |
| BOSTON CHILDREN'S HOSPITAL | ||||||
| 300 LONGWOOD AVENUE | BOSTON | MA | 02115 | PC | CHARITABLE | $5,000 |
| BRIGHAM & WOMEN'S HOSPITAL INC | ||||||
| 75 FRANCIS STREET | BOSTON | MA | 02115 | PC | CHARITABLE | $10,000 |
| CAYUGA MEDICAL CENTER FOUNDATION INC | ||||||
| 101 DATES DRIVE | ITHACA | NY | 14850 | PC | CHARITABLE | $5,000 |
| DANA-FARBER CANCER INSTITUTE INC | ||||||
| 450 BROOKLINE AVENUE BP418 | BOSTON | MA | 02215 | PC | CHARITABLE | $25,000 |
| EAC MONTESSORI SCHOOL OF ITHACA | ||||||
| 120 E KING ROAD | ITHACA | NY | 14850 | PC | CHARITABLE | $5,000 |
| FEEDING AMERICA | ||||||
| 161 NORTH CLARK STREET SUITE 700 | CHICAGO | IL | 60601 | PC | CHARITABLE | $6,000 |
| JEWISH FAMILY & CHILDREN'S SERVICE | ||||||
| 1430 MAIN ST | WALTHAM | MA | 02451 | PC | CHARITABLE | $3,000 |
| LOAVES AND FISHES FOOD PANTRY | ||||||
| 234 BARNUM ROAD | DEVENS | MA | 01434 | PC | CHARITABLE | $500 |
| MONTESSORI SCHOOL OF SYRACUSE | ||||||
| 155 WALDORF PARKWAY | SYRACUSE | NY | 13224 | PC | CHARITABLE | $1,000 |
| NATIONAL MS SOCIETY | ||||||
| 733 THIRD AVENUE | NEW YORK | NY | 10017 | PC | CHARITABLE | $4,000 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | PC | CHARITABLE | $5,000 |
| TEMPLE BETH ELOHEIM | ||||||
| 10 BETHEL ROAD | WELLESLEY | MA | 02481 | PC | CHARITABLE | $3,000 |
| THE CARROLL SCHOOL | ||||||
| 45 WALTHAM ROAD | WAYLAND | MA | 01778 | PC | CHARITABLE | $1,000 |
| THE GREATER BOSTON FOOD BANK | ||||||
| 70 S BAY AVENUE | BOSTON | MA | 02118 | PC | CHARITABLE | $1,000 |
| THE NEWTON FOOD PANTRY | ||||||
| 1000 COMMONWEALTH AVE | NEWTON | MA | 02459 | PC | CHARITABLE | $3,000 |
| THE UNITED STATES HOLOCAUST MEMORIAL MUSEUM | ||||||
| 100 RAOUL WALLENBERG PLACE SW SUITE | WASHINGTON | DC | 20024 | PC | CHARITABLE | $3,600 |
| THE VIRGINIA THURSTON HEALING GARDEN | ||||||
| 145 BOLTON RD | HARVARD | MA | 01451 | PC | CHARITABLE | $4,000 |
| WORCESTER COUNTY FOOD BANK | ||||||
| 474 BOSTON TURNPIKE | SHREWSBURY | MA | 01545 | PC | CHARITABLE | $500 |
| THE HOLOCAUST LEGACY FOUNDATION | ||||||
| 18 TREMONT STREET 608 | BOSTON | MA | 02108 | PC | CHARITBALE | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $132,600 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13,171 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $50,689 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $63,860 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $63,860 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | INVESTMENT INCOME |
| 4 | INVESTMENT INCOME |
| 8 | INVESTMENT INCOME |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ACCOUNTING FEES | $4,800 | $0 | $4,800 |
| UBS FINANCIAL FEES | $11,926 | $11,926 | $0 |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | THE FOUNDATION HAS 2021 EXCESS QUALIFYING DISTRIBUTIONS TO APPLY TO PRIOR YEAR UNDISTRIBUTED INCOME FROM 2020. | ElectionDesc |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD INTERM-TERM BD | $199,929 | $186,273 |
| VANGUARD SHORT-TERM BOND INDEX FUND ADMIRAL | $84,100 | $83,676 |
| VANGUARD LONG TERM BOND INDEX | $164,825 | $124,650 |
| MORGAN STANLEY PRV NY US | $100,000 | $100,246 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BLACKROCK ISHARES MSCI | $445,472 | $595,028 |
| VANGUARD SMALL CAP GROWTH INDEX ADMIRAL | $145,043 | $267,984 |
| VANGUARD 500 INDEX FUND ADMIRAL | $210,281 | $510,335 |
| VANGUARD GROWTH INDEX FUND ADMIRAL | $221,553 | $738,283 |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND ADMIRAL | $70,677 | $84,537 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STAMPS | Desc |
| Revenue And Expenses Per Books | $20 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $20 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $1,073 | $1,073 | $0 |
| FEDERAL TAXES | $950 | $950 | $0 |
| STATE TAXES | $35 | $35 | $0 |