KASSANDRA FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- KASSANDRA FOUNDATION (EIN 27-3000759)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2026-05-18
- IRS object ID
- 202641389349101114
- Schema version
- 2023v6.0
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-18T15:53:42-04:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 161428840 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SPRAGUE & JACKSON | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 121 E SENECA ST | AddressLine1Txt |
| City | ITHACA | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 148504308 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 273000759 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KASSANDRA FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KASS | BusinessNameControlTxt |
| Phone | 2127291878 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 428 NORTH TIOGA ST | AddressLine1Txt |
| City | ITHACA | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14850 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DR GEORGE M MALTEZOS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2127291878 | PhoneNum |
| Signature | 2026-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANGIE JACKSON EA | PreparerPersonNm |
| PTIN | P00640899 | PTIN |
| Phone | 6072735322 | PhoneNum |
| Preparation | 2026-05-18 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | 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 | $73,069 | 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 | $41 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $41 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $41 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $1,465 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,465 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $1,465 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,406 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $21,332 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $52 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $65 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $52 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $2,964 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,571 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,558 | TotalAdjNetIncmAmt |
| Other Expenses Net Invst Incm | $450 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $0 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $450 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,386 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,386 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,386 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $450 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,386 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$422 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,121 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,558 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,912 | CashBOYAmt |
| Cash EOY | $5,551 | CashEOYAmt |
| Cash EOYFMV | $5,551 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $242 | SavAndTempCashInvstBOYAmt |
| Corporate Stock BOY | $66,869 | CorporateStockBOYAmt |
| Corporate Stock EOY | $67,518 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $67,518 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $69,023 | TotalAssetsBOYAmt |
| Total Assets EOY | $73,069 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $73,069 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $69,023 | RetainedEarningBOYAmt |
| Retained Earning EOY | $73,069 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $69,023 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $73,069 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $69,023 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $73,069 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $69,023 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$422 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,468 | OtherIncreasesAmt |
| Subtotal | $73,069 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $73,069 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $16 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $16 | SubtotalAmt |
| Tax Based On Investment Income | $16 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $16 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | DR GEORGE M MALTEZOS | IndividualWithBooksNm |
| Phone | 2127291878 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 428 N TIOGA ST | AddressLine1Txt |
| City | ITHACA | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14850 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| DR GEORGE M MALTEZOS | ||||||||
| 428 N TIOGA ST | ITHACA | NY | 14850 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| SUZY K LEE | ||||||||
| 428 N TIOGA ST | ITHACA | NY | 14850 | VICE PRESIDE | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $64,713 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,975 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $71,688 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $71,688 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,075 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $70,613 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,531 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,531 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $16 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $16 | TotalTaxAmt |
| Distributable Before Adj | $3,515 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $3,515 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $3,515 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,386 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $3,386 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,515 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,848 | UndistributedIncomePYAmt |
| Qualifying Distributions | $3,386 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,848 | AppliedToYear1Amt |
| Applied To Current Year | $538 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $2,977 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| WALK FOUNDATION | |||||||
| 428 N TIOGA STREET | ITHACA | NY | 14850 | 501C3 | CHARITABLE CONTRIBUTION | $2,000 | |
| ST CATHERINE GREEK ORTHODOX CHURCH | |||||||
| 120 W SENECA ST | ITHACA | NY | 14850 | CHARITY | CHARITABLE CONTRIBUTION | $386 | |
| IOCC | |||||||
| 110 WEST ROAD | BALTIMORE | MD | 21204 | CHARITY | CHARITABLE CONTRIBUTION | $1,000 | SUITE 360 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,386 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $41 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,465 | RelatedOrExemptFunctionIncmAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3 | ExclusionAmt |
| Related Or Exempt Function Incm | $62 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,406 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESCO K-1 | Desc |
| Related Or Exempt Function Incm | -$13 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $3 | ExclusionAmt |
| Related Or Exempt Function Incm | $2,961 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,964 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (6 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt | AcquiredAcquiredDt | Sales ExpenseSalesExpenseAmt |
|---|---|---|---|---|---|---|---|
| INVESCO ECHANGE TRADED FD TR | PURCHASE | 2023-08 | $3,061 | $3,126 | -$65 | ||
| INVESCO DB US DLR INDEX | PURCHASE | 2023-06 | $3,007 | $3,142 | -$135 | 2022-09 | |
| ISHARES TRUST CORE S&P | PURCHASE | 2023-05 | $2,367 | $2,507 | -$140 | 2022-09 | |
| ISHARES TRUST SHORT TREAS BD | PURCHASE | 2023-04 | $7,177 | $7,183 | -$6 | 2019-01 | |
| ISHARES GOLD TRUST ISHARES NEW ETF | PURCHASE | $8 | $8 | ||||
| SCHWAB 0801 | PURCHASE | $5,712 | $3,960 | $1,752 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CHARLES SCHWAB | StockNm |
| EOY Book Value | $67,518 | EOYBookValueAmt |
| EOYFMV | $67,518 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|
| EXPENSES | |
| ADVISORY FEES | $450 |
| SECTION 1256 CONTRACTS AND ST |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| INVESCO | $62 | $62 | $62 |
| SECTION 199A DIVIDENDS | $3 | $3 | $3 |
| INVESCO K-1 | -$13 | -$13 |