HYDE FAMILY CHARITABLE FUND: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- HYDE FAMILY CHARITABLE FUND (EIN 16-1502229)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-07-08
- IRS object ID
- 202611899349100501
- Schema version
- 2025v4.2
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-07-08T08:29:10-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331756852 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHEN & CO ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | OFFICES LISTED AT | AddressLine1Txt |
| City | WWWCOHENCOCOM | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44115 | 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 | 161502229 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HYDE FAMILY CHARITABLE FUND | BusinessNameLine1Txt |
| Business Name Line2 | C/O THOMAS R HYDE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HYDE | BusinessNameControlTxt |
| Phone | 7168481358 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 109 CHAPIN PARKWAY | AddressLine1Txt |
| City | BUFFALO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14209 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS HYDE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7168481358 | PhoneNum |
| Signature | 2026-07-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALANE BOFFA | PreparerPersonNm |
| PTIN | P00012337 | PTIN |
| Phone | 8002291099 | PhoneNum |
| Preparation | 2026-07-02 | 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 | $7,395,737 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $186,771 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $138,681 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $138,681 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $776,547 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,832,541 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $776,547 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,101,999 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $915,228 | 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 | $11,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,600 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,600 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $10 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $40,711 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $40,711 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $51,921 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $46,311 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,600 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $274,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $274,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $325,921 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $46,311 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $279,600 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $776,078 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $868,917 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,110,597 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $902,089 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $902,089 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,432,292 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,384,691 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,854,727 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,576,737 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,612,818 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,638,921 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $5,119,626 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,899,598 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,395,737 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,803,710 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,803,710 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $3,315,916 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,095,888 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,119,626 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,899,598 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,119,626 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,899,598 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,119,626 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $776,078 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,894 | OtherIncreasesAmt |
| Subtotal | $5,899,598 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,899,598 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $44,942 | $129,094 | -$84,152 | -$84,152 |
| PUBLICLY TRADED SECURITIES | $1,787,599 | $926,900 | $860,699 | $860,699 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $776,547 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12,078 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $12,078 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $12,078 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,068 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $14,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $16,068 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,990 | OverpaymentAmt |
| Applied To ES Tax | $3,990 | 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 | WI | 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 | THOMAS R HYDE | IndividualWithBooksNm |
| Phone | 7168481358 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 109 CHAPIN PARKWAY | AddressLine1Txt |
| City | BUFFALO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14203 | 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 |
|---|---|---|---|---|---|---|---|---|
| THOMAS R HYDE | ||||||||
| 109 CHAPIN PARKWAY | BUFFALO | NY | 14209 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MARGARET H WACHTEL | ||||||||
| 1030 WASHINGTON AVE | OSHKOSH | WI | 54901 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| DOUGLAS W HYDE | ||||||||
| PO BOX 1108 | BOCA GRANDE | FL | 33921 | 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) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,631,320 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,166,361 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,634,842 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,432,523 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,432,523 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $111,488 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,321,035 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $366,052 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $366,052 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,078 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,078 | TotalTaxAmt |
| Distributable Before Adj | $353,974 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $353,974 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $353,974 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $279,600 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $279,600 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $353,974 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $14,777,932 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,047,852 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $17,825,784 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $279,600 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $279,600 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $74,374 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $74,374 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $17,751,410 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $17,751,410 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $14,703,558 | ExcessFromYear2Amt |
| Excess From Year1 | $3,047,852 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | THOMAS R HYDE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BEARCAMP CENTER | |||||||
| 1164 BUNKER HILL RD | SOUTH TAMWORTH | NH | 03883 | NONE | PC | EDUCATIONAL | $7,000 |
| CHILDREN'S WELL-BEING FOUNDATION | |||||||
| 100 HIGHLAND ST | MILTON | MA | 02186 | NONE | PC | CHARITABLE | $5,000 |
| GLASSWING INTERNATIONAL | |||||||
| 85 BROAD ST FLOOR 17 | NEW YORK | NY | 10004 | NONE | PC | EDUCATIONAL | $25,000 |
| SALVATION ARMY | |||||||
| 960 MAIN STREET | BUFFALO | NY | 14202 | NONE | PC | CHARITABLE | $20,000 |
| SHAW FESTIVAL FOUNDATION | |||||||
| 491 DELAWARE AVE | BUFFALO | NY | 14202 | NONE | PC | EDUCATIONAL | $150,000 |
| BUFFALO PREP | |||||||
| 105 ALLEN HALL | BUFFALO | NY | 14214 | NONE | PC | EDUCATIONAL | $10,000 |
| BUFFALO CENTER FOR ARTS & TECHNOLOGY | |||||||
| 368 SYCAMORE ST | BUFFALO | NY | 14204 | NONE | PC | EDUCATIONAL | $7,000 |
| ST THOMAS DAY SCHOOL | |||||||
| 830 WHITNEY AVE | NEW HAVEN | CT | 06511 | NONE | PC | EDUCATIONAL | $40,000 |
| RICHARDSON CENTER | |||||||
| 444 FOREST AVE | BUFFALO | NY | 14213 | NONE | PC | EDUCATIONAL | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $274,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $138,681 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $776,547 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $915,228 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $915,228 | TotalIncomeProducingActyAmt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| JOYCE W HYDE SURVIVOR'S TRUST | |||||||
| 1 | 109 CHAPIN PARKWAY | BUFFALO | NY | 142091103 | $37,612 | Yes (X) | |
| THOMAS R HYDE REV TR 2010 IM LLC | |||||||
| 2 | 109 CHAPIN PARKWAY | BUFFALO | NY | 142091103 | $149,159 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 2 | ALPHABET INC CLASS C (80 SHARES) | $22,022 | 2025-11-14 |
| 2 | ALPHABET INC CLASS C (140 SHARES) | $38,539 | 2025-11-14 |
| 2 | MICROSOFT CORP (120 SHARES) | $60,543 | 2025-11-14 |
| 2 | NVIDIA CORP (151 SHARES) | $28,055 | 2025-11-14 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $11,200 | Amt |
| Net Investment Income | $5,600 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,600 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (15 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AUTOZONE INC | $150,935 | $154,308 |
| CADENCE DESIGN SYSTEM INC | $148,760 | $150,768 |
| DOLLAR GEN CORP NOTE | $252,722 | $256,245 |
| EATON CORP | $39,748 | $40,440 |
| FISERV INC NOTE | $151,983 | $150,728 |
| GLOBAL PAYMENTS 1.200% | $53,151 | $54,743 |
| HUMANA INC 5.75% | $85,312 | $88,390 |
| NORFOLK SOUTHN CORP | $33,363 | $36,283 |
| OREILLY AUTOMOTIVE 4.35% | $34,313 | $35,291 |
| TWILIO INC 3.625% | $35,669 | $33,809 |
| UNITED PARCEL SVCS INC NOTE 4.500% | $198,542 | $203,572 |
| WORKDAY NOTE 3.50% | $33,697 | $34,789 |
| EQUIFAX INC NOTE CALL MAKE WHOLE | $199,974 | $203,244 |
| HP INC NOTE CALL MAKE WHOLE 5.40000% | $66,774 | $67,355 |
| BIOGEN INC NOTE CALL MAKE WHOLE 5.05000% | $127,875 | $128,956 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (28 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AAON INC | $111,192 | $91,500 |
| ALPHABET INC CL A | $132,601 | $313,000 |
| ALPHABET INC CL C | $76,491 | $106,692 |
| AMAZON.COM INC | $171,297 | $300,066 |
| APPLE INC | $102,936 | $163,116 |
| BJS WHSL CLUB HLDGS INC COM | $109,001 | $108,036 |
| CINTAS CORP | $105,021 | $205,372 |
| COSTCO WHOLESALE CORP | $98,552 | $259,564 |
| ECOLAB INC | $10,196 | $87,419 |
| FIRST TR EXCHANGE-TRADED FD VI SMID | $200,789 | $229,920 |
| IDEXX LABORATORIES CORP | $2,160 | $67,653 |
| INTERCONTINENTAL EXCHANGE INC | $106,965 | $231,765 |
| MASTERCARD INCORPORATED | $42,735 | $271,168 |
| MICROSOFT CORP | $306,623 | $372,387 |
| NASDAQ INC COM STK | $91,600 | $116,556 |
| RACINE WIS 3.0% | $20,766 | $19,899 |
| SERVICENOW INC COM USD0.001 | $110,657 | $114,893 |
| VERISK ANALYTICS INC COM | $47,079 | $167,320 |
| WATSCO INC | $139,430 | $151,628 |
| JONES LANG LASALLE INC COM USD0.01 | $136,258 | $168,235 |
| META PLATFORMS INC CLASS A COMMON STOCK | $94,804 | $99,014 |
| NVIDIA CORPORATION COM | $129,639 | $177,362 |
| PURE STORAGE INC CL A | $72,038 | $67,010 |
| ROLLINS INC | $59,555 | $60,020 |
| VEEVA SYSTEMS INC | $115,180 | $94,873 |
| TRANSUNION COM | $142,144 | $128,625 |
| FIRST TR EXCHANGE-TRADED FD VI RISING | $350,166 | $375,138 |
| INVESCO EXCHANGE TRADED FD TR S&P500 EQL | $298,816 | $306,496 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT FEES | Desc |
| Revenue And Expenses Per Books | $40,711 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $40,711 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| DIFFERENCE BETWEEN FMV OF STOCK DONATED AND COST BASIS | $1,715 |
| STOCK SOLD - DIFFERENCE DUE TO COST BASIS TRACKING | $1,414 |
| TIMING DIFFERENCE | $765 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $10 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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