HYDE FAMILY CHARITABLE FUND: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- HYDE FAMILY CHARITABLE FUND (EIN 16-1502229)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-21
- IRS object ID
- 202521419349100312
- Schema version
- 2024v5.1
- 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
- Schedule B
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-21T11:49:28-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 | 2025-05-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARIA T SCAROZZA | PreparerPersonNm |
| PTIN | P01240837 | PTIN |
| Phone | 8002291099 | PhoneNum |
| Preparation | 2025-05-21 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | 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 | $7,969,069 | 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 | $4,626,492 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $131,563 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $131,563 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$514 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,352,503 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $4,757,541 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $131,563 | 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 |
| Other Expenses Rev And Expnss | $38,281 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $38,281 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $38,281 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $38,281 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,402,079 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,402,079 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,440,360 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $38,281 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,402,079 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,317,181 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $93,282 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $758,890 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,110,597 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,110,597 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $131,268 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,142,830 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,432,292 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,672,159 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $788,971 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,576,737 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,186,313 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $3,821,959 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,119,626 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,969,069 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $20,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $20,000 | 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 | $1,998,249 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,315,916 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,801,959 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,119,626 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,821,959 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,119,626 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,801,959 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,317,181 | ExcessRevenueOverExpensesAmt |
| Other Increases | $486 | OtherIncreasesAmt |
| Subtotal | $5,119,626 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,119,626 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $577,201 | $656,543 | -$79,342 | -$79,342 |
| PUBLICLY TRADED SECURITIES | $690,302 | $615,032 | $75,270 | $75,270 |
| PUBLICLY TRADED SECURITIES | $85,000 | $81,442 | $3,558 | $3,558 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$514 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,297 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,297 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,297 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,480 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $875 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,355 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,058 | OverpaymentAmt |
| Applied To ES Tax | $2,058 | 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 | $4,769,108 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,185,818 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,263,838 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,218,764 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,218,764 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $108,281 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,110,483 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $355,524 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $355,524 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,297 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,297 | TotalTaxAmt |
| Distributable Before Adj | $354,227 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $354,227 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $354,227 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,402,079 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,402,079 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $354,227 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $14,777,932 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $14,777,932 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,402,079 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $354,227 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,047,852 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $17,825,784 | 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 | $17,825,784 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $14,777,932 | ExcessFromYear1Amt |
| Excess From Current Year | $3,047,852 | ExcessFromCurrentYearAmt |
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 StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| BEARCAMP CENTER | ||||||||
| 1164 BUNKER HILL RD | SOUTH TAMWORTH | NH | 03883 | NONE | PUBLIC CHARITY | EDUCATIONAL | $8,050 | |
| CHILDREN'S WELL-BEING FOUNDATION | ||||||||
| 100 HIGHLAND ST | MILTON | MA | 02186 | NONE | PUBLIC CHARITY | CHARITABLE | $20,000 | |
| OSHKOSH AREA COMMUNITY FOUNDATION | ||||||||
| 230 OHIO ST STE 100 | OSHKOSH | WI | 54902 | NONE | PUBLIC CHARITY | CHARITABLE | $3,079,029 | |
| SAY YES TO EDUCATION - BUFFALO | ||||||||
| 712 MAIN ST | BUFFALO | NY | 14202 | NONE | PUBLIC CHARITY | EDUCATIONAL | $40,000 | |
| SHAW FESTIVAL FOUNDATION | ||||||||
| 491 DELAWARE AVE | BUFFALO | NY | 14202 | NONE | PUBLIC CHARITY | EDUCATIONAL | $200,000 | |
| PARENT INFANT CENTER | ||||||||
| 4205 SPRUCE ST | PHILADELPHIA | PA | 19104 | NONE | PUBLIC CHARITY | CHARITABLE | $5,000 | |
| FRIENDS SELECT SCHOOL | ||||||||
| 1651 BENJAMIN FRANKLIN PKWY | PHILADELPHIA | PA | 19103 | NONE | PUBLIC CHARITY | CHARITABLE | $20,000 | |
| GIRLS EDUCATION COLLABORATIVE | ||||||||
| THE INNOVATIVE CENTER 640 ELLICOTT | BUFFALO | NY | 14203 | NONE | PUBLIC CHARITY | EDUCATION | $10,000 | ST BOX 4 |
| SALVATION ARMY | ||||||||
| 960 MAIN STREET | BUFFALO | NY | 14202 | NONE | PUBLIC CHARITY | CHARITABLE | $20,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,402,079 | 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 | $131,563 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$514 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $131,049 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $131,049 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | JOYCE W HYDE SURVIVOR'S TRUST | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 109 CHAPIN PARKWAY | AddressLine1Txt |
| City | BUFFALO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 142091103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $4,626,492 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (19 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| APPLE INC NOTE 2.50% | $55,719 | $54,880 |
| AUTOZONE INC | $150,935 | $150,873 |
| BOEING 2.500% | $40,161 | $39,792 |
| CADENCE DESIGN SYSTEM INC | $148,760 | $147,051 |
| DOLLAR GEN CORP NOTE | $252,723 | $250,868 |
| EATON CORP | $39,748 | $39,663 |
| FISERV INC NOTE | $151,983 | $148,173 |
| GLOBAL PAYMENTS 1.200% | $53,151 | $52,724 |
| GLOBAL PAYMENTS 2.650% | $35,534 | $34,890 |
| HUMANA INC 5.75% | $85,312 | $86,567 |
| INTEL CORP 3.70000% | $34,945 | $34,765 |
| INTUIT 0.950% | $88,629 | $88,287 |
| LOWES COS INC | $34,258 | $34,950 |
| NORFOLK SOUTHN CORP | $33,363 | $35,358 |
| OREILLY AUTOMOTIVE 4.35% | $34,313 | $34,363 |
| STRYKER 1.150% | $69,295 | $688,880 |
| TWILIO INC 3.625% | $35,669 | $32,188 |
| UNITED PARCEL SVCS INC NOTE 4.500% | $198,542 | $197,924 |
| WORKDAY NOTE 3.50% | $33,697 | $34,117 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (26 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AAON INC | $111,192 | $141,216 |
| ACCENTURE PLC IRELAND | $68,390 | $227,608 |
| ADOBE SYSTEMS | $46,285 | $142,298 |
| ALPHABET INC CL A | $132,601 | $189,300 |
| ALPHABET INC CL C | $15,555 | $22,853 |
| AMAZON.COM INC | $171,297 | $285,207 |
| APPLE INC | $102,936 | $150,252 |
| BJS WHSL CLUB HLDGS INC COM | $109,001 | $107,220 |
| CINTAS CORP | $105,021 | $199,508 |
| COPART INC | $81,230 | $260,034 |
| COSTCO WHOLESALE CORP | $151,359 | $367,424 |
| DANAHER CORPORATION | $30,747 | $151,044 |
| ECOLAB INC | $10,196 | $78,029 |
| FIRST TR EXCHANGE-TRADED FD VI | $200,789 | $215,100 |
| IDEXX LABORATORIES CORP | $2,160 | $41,344 |
| INTERCONTINENTAL EXCHANGE INC | $106,965 | $213,233 |
| MASTERCARD INCORPORATED | $42,735 | $250,121 |
| MICROSOFT CORP | $252,838 | $338,043 |
| NASDAQ INC COM STK | $91,600 | $92,772 |
| RACINE WIS 3.0% | $20,766 | $19,772 |
| SERVICENOW INC COM USD0.001 | $110,657 | $159,018 |
| STRYKER | $116,979 | $260,676 |
| VERISK ANALYTICS INC COM | $47,079 | $206,022 |
| WATSCO INC | $139,430 | $213,251 |
| WORK DAY INC | $63,110 | $142,691 |
| ZOETIS INC CL A | $101,374 | $198,123 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT FEES | Desc |
| Revenue And Expenses Per Books | $38,281 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $38,281 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TIMING DIFFERENCE | Desc |
| Amt | $486 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OUTSTANDING CHECKS | Desc |
| BOY Book Value | $20,000 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
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