HYDE FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- HYDE FOUNDATION INC (EIN 16-6035220)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-28
- IRS object ID
- 202421499349100922
- Schema version
- 2023v5.0
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-28T16:11:34-07:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 371760101 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Cambridge Consulting Inc | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6225 Sheridan Drive Suite 102 | AddressLine1Txt |
| City | Williamsville | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14221 | 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 | 166035220 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Hyde Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HYDE | BusinessNameControlTxt |
| Phone | 7162080904 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1114 Delaware Avenue | AddressLine1Txt |
| City | Buffalo | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14209 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | George Hyde Jr | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 7162080904 | PhoneNum |
| Signature | 2024-04-02 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | George | PersonFirstNm |
| Person Last | Hyde Jr | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| 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 | Scott M McCarthy CPA | PreparerPersonNm |
| PTIN | P00141358 | PTIN |
| Phone | 7169327270 | PhoneNum |
| Preparation | 2024-05-28 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,421,239 | 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 | $13,634 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $13,634 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $45,070 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $45,070 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $58,704 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $58,704 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $18,825 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,024 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $16,587 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $11,743 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $498 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $498 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $2,215 | TravConfMeetingRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $3,610 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $191 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,724 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $41,735 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $18,456 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,724 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $67,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $67,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $108,735 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $18,456 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $68,724 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$50,031 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $40,248 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $53,881 | CashBOYAmt |
| Cash EOY | $6,760 | CashEOYAmt |
| Cash EOYFMV | $6,760 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $96,195 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $93,064 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $93,064 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Corporate Stock BOY | $550,536 | CorporateStockBOYAmt |
| Corporate Stock EOY | $550,536 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,917,440 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $399,440 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $399,440 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $396,016 | CorporateBondsEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land Bldg Equip Cost Or Other Bss | $3,894 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,894 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Land EOYFMV | $0 | LandEOYFMVAmt |
| Other Assets BOY | $7,738 | OtherAssetsBOYAmt |
| Other Assets EOY | $7,959 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $7,959 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,107,790 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,057,759 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,421,239 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,107,790 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,057,759 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,107,790 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,057,759 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,107,790 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,057,759 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,107,790 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$50,031 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,057,759 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,057,759 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $559 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $559 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $559 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,071 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $5,071 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$5,071 | OriginalReturnOverpaymentAmt |
| Overpayment | $4,512 | OverpaymentAmt |
| Applied To ES Tax | $4,512 | AppliedToESTaxAmt |
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 |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| 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 | George H Hyde Jr | IndividualWithBooksNm |
| Phone | 7162080904 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1114 Delaware Avenue | AddressLine1Txt |
| City | Buffalo | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14209 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 |
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 |
|---|---|---|---|---|---|---|---|---|
| George H Hyde Jr | ||||||||
| 7266 E Camino Valle Verde | Tuscon | AZ | 85715 | President | 2.00 | $0 | $0 | $0 |
| Ellen Spencer | ||||||||
| 1100 Rand Bldg | Buffalo | NY | 14203 | Trustee | 0.25 | $5,000 | $0 | $0 |
| Heidi Raphael | ||||||||
| 2614 Tamiami Trail North 342 | Naples | FL | 34103 | Trustee | 0.25 | $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) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,236,405 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $108,157 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,344,562 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $2,344,562 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $35,168 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,309,394 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $115,470 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $115,470 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $559 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $559 | TotalTaxAmt |
| Distributable Before Adj | $114,911 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $114,911 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $114,911 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $68,724 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $68,724 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $114,911 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $64,712 | UndistributedIncomePYAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $68,724 | QualifyingDistributionsAmt |
| Applied To Year1 | $64,712 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,012 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $110,899 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | None | ContributingManagerNm |
| Shareholder Manager | None | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | George H Hyde Jr | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1114 Delaware Avenue | AddressLine1Txt |
| City | Buffalo | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14209 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7168850422 | RecipientPhoneNum |
| Form And Info And Materials | Letter explaining the purpose of requested funds | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None | SubmissionDeadlinesTxt |
| Restrictions On Awards | None | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| SPCA | ||||||
| 205 Ensminger Rd | Buffalo | NY | 14150 | 501(c)(3) | General Operations | $30,000 |
| Arizona Sportsman Fund | ||||||
| PO Box Box 16141 | Tucson | AZ | 85732 | 501(c)(3) | General Operations | $1,000 |
| Hollywood Charity Horse Show | ||||||
| 2121 Avenue of the Stars STE 2200 | Los Angeles | CA | 90067 | 501(c)(3) | General Operations | $10,000 |
| Home Base Foundation | ||||||
| 125 Nashua St | Boston | MA | 02129 | 501(c)(3) | General Operations | $5,000 |
| Irish Cultural & Folk Arts Assoc | ||||||
| 5820 South Park Ave | Hamburg | NY | 14075 | 501(c)(3) | General Operations | $5,000 |
| 100 Club of Buffalo | ||||||
| 1967 Wehrle Dr STE 1 | Buffalo | NY | 14221 | 501(c)(3) | General Operations | $5,000 |
| Roanchor Ranch | ||||||
| PO Box 619 | Varysburg | NY | 14167 | 501(c)(3) | General Operations | $1,000 |
| Ten Lives Club | ||||||
| 3741 Lake Shore Rd | Blasdell | NY | 14219 | 501(c)(3) | General Operations | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $67,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13,634 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $45,070 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $0 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $0 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $58,704 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $58,704 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | Not Applicable | RelationshipStatementTxt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Cambridge Consulting, Inc. Acctg and tax return prep | CategoryTxt |
| Amt | $18,825 | Amt |
| Net Investment Income | $6,024 | NetInvestmentIncomeAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| US Treasury | $99,838 | $98,938 |
| US Treasury | $99,971 | $98,797 |
| US Treasury | $99,891 | $98,797 |
| US Treasury | $99,740 | $99,484 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (36 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Amgen | $9,583 | $57,604 |
| Apple | $2,160 | $211,783 |
| Astzeneca | $25,223 | $67,350 |
| Bank of America | $21,616 | $43,771 |
| Becton Dickinson | $9,205 | $36,575 |
| Bristol Myers Squibb | $7,296 | $28,221 |
| Chevron | $5,566 | $44,748 |
| Cisco | $26,074 | $65,676 |
| Citigroup | $41,105 | $46,296 |
| Comcast | $4,909 | $30,695 |
| Costco | $12,194 | $132,016 |
| Diageo | $13,264 | $36,415 |
| Embecta | $218 | $568 |
| Emerson | $9,012 | $68,131 |
| Exxon Mobil | $7,600 | $44,991 |
| General Dynamics | $8,224 | $51,934 |
| Intel | $26,142 | $50,250 |
| IBM | $3,622 | $32,710 |
| Jackson Financial Inc | $677 | $1,280 |
| Johnson & Johnson | $2,303 | $38,401 |
| Kyndryl Hldgs | $0 | $0 |
| Lowes | $6,868 | $77,893 |
| M&T Bank | $19,406 | $27,416 |
| Morgan Stanley | $30,900 | $69,938 |
| Nestle | $10,471 | $57,815 |
| Pepsico | $2,768 | $50,962 |
| Proctor & Gamble | $13,989 | $58,616 |
| Prudential | $8,242 | $11,449 |
| Raytheon Tech Corp | $5,905 | $16,828 |
| Unilever | $18,005 | $38,784 |
| Valero Energy | $4,469 | $32,500 |
| Visa Inc CL A | $25,084 | $83,312 |
| Wisdomtree Trust | $49,543 | $65,593 |
| Yum Brands | $3,298 | $52,264 |
| Ishares - MidCap | $15,968 | $55,430 |
| Ishares-MSCI | $99,627 | $129,225 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| Computer | $1,838 | $1,838 | $0 |
| Computer | $2,056 | $2,056 | $0 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Due from AHC Trust | Desc |
| BOY Book Value | $7,738 | BOYBookValueAmt |
| EOY Book Value | $7,959 | EOYBookValueAmt |
| EOYFMV | $7,959 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Office Expense | $400 | $40 | $360 |
| Telephone | $1,918 | $22 | $201 |
| Rent | $1,052 | $105 | $947 |
| Cable | $223 | $22 | $201 |
| Dues/Subscrip | $17 | $2 | $15 |
| Bank Service Chg | |||
| Miscellaneous |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Courier Capital Investment Advisory Fee | $11,587 | $6,743 |
| Ellen Spencer Trustee Fee | $5,000 | $5,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Foreign Taxes | $248 | $248 |
| NYS Dept of Law | $250 | $250 |
| Federal Taxes | $0 |