SIRCO FAMILY FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SIRCO FAMILY FOUNDATION INC (EIN 84-5055324)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-15
- IRS object ID
- 202531359349104503
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-15T14:30:27-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 161092347 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MENGEL METZGER BARR & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11 BRITISH AMERICAN BLVD | AddressLine1Txt |
| City | LATHAM | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12110 | 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 | 845055324 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIRCO FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SIRC | BusinessNameControlTxt |
| Phone | 5184344161 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 61 MEADOW DR | AddressLine1Txt |
| City | MELROSE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12121 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANTHONY J SIRCO | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5188922488 | PhoneNum |
| Signature | 2025-04-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES E AMELL CPA | PreparerPersonNm |
| PTIN | P00316270 | PTIN |
| Phone | 5187850134 | PhoneNum |
| 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 | $2,486,771 | 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 | $43,400 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $63,010 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $57,353 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $166,785 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,710,069 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $166,785 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $273,195 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $224,138 | 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 | $2,825 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $27,132 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,961 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $31,918 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $135,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $135,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $167,518 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $135,600 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $105,677 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $224,138 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $10,586 | CashBOYAmt |
| Cash EOY | $2,132 | CashEOYAmt |
| Cash EOYFMV | $2,132 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $64,761 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $63,690 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $63,690 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $47,265 | CorporateStockBOYAmt |
| Corporate Stock EOY | $216,135 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $260,813 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $2,048,334 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,994,666 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,160,136 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,170,946 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,276,623 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,486,771 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,170,946 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,276,623 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,170,946 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,276,623 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,170,946 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,276,623 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,170,946 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $105,677 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,276,623 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,276,623 | 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 | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $676,809 | $634,459 | $42,350 | $42,350 | |
| PUBLICLY TRADED SECURITIES | $1,027,865 | $908,825 | $119,040 | $119,040 | |
| CAPITAL GAINS DIVIDENDS | $5,395 | $5,395 | $5,395 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $166,785 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,116 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,116 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,116 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $800 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $800 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $2,316 | TaxDueAmt |
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 | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | 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 | ANTHONY J SIRCO | IndividualWithBooksNm |
| Phone | 5184344161 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 61 MEADOWS DRIVE | AddressLine1Txt |
| City | MELROSE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12121 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANTHONY J SICRCO | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 61 MEADOWS DRIVE | AddressLine1Txt |
| City | MELROSE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12121 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | GRANTOR AND TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,329,137 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $76,592 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,405,729 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,405,729 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $36,086 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,369,643 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $118,482 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $118,482 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,116 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,116 | TotalTaxAmt |
| Distributable Before Adj | $115,366 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $115,366 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $115,366 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $135,600 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $135,600 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $115,366 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $39,666 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $32,830 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $72,253 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $8,895 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $153,644 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $135,600 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $115,366 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $20,234 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $173,878 | 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 | $173,878 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $39,666 | ExcessFromYear4Amt |
| Excess From Year3 | $32,830 | ExcessFromYear3Amt |
| Excess From Year2 | $72,253 | ExcessFromYear2Amt |
| Excess From Year1 | $8,895 | ExcessFromYear1Amt |
| Excess From Current Year | $20,234 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BRUNSWICK LIBRARY | |||||||||||
| 4118 STATE HIGHWAY 2 | TROY | NY | 12180 | PC | UNRESTRICTED | $1,000 | |||||
| BRUNSWICK PRESBYTERIAN CHURCH | |||||||||||
| 42 WHITE CHURCH LANE | TROY | NY | 12180 | PC | UNRESTRICTED | $1,000 | |||||
| CAPITAL CITY RESCUE MISSION | |||||||||||
| 259 S PEARL ST | ALBANY | NY | 12202 | PC | UNRESTRICTED | $2,500 | |||||
| CAPITAL ROOTS | |||||||||||
| 594 RIVER ST | TROY | NY | 12180 | PC | UNRESTRICTED | $2,500 | |||||
| COMPASSION INTERNATIONAL | |||||||||||
| 12290 VOYAGER PARKWAY | COLORADO SPRINGS | CO | 80921 | PC | UNRESTRICTED | $14,000 | |||||
| CONVOY OF HOPE | |||||||||||
| PO BOX 1125 | SPRINGFIELD | MO | 65802 | PC | UNRESTRICTED | $5,000 | |||||
| EQUINOX INC | |||||||||||
| 500 CENTRAL AVE | ALBANY | NY | 12206 | PC | UNRESTRICTED | $2,500 | |||||
| FOLDS OF HONOR | |||||||||||
| FOLDS OF HONOR DEPT 13 | TULSA | OK | 74182 | PC | UNRESTIRECTED | $13,000 | |||||
| FRIEDREICH'S ATAXIA RESEARCH ALLIANCE | |||||||||||
| 533 WEST UWCHLAN AVE | DOWNINGTOWN | PA | 19335 | PC | UNRESTRICTED | $500 | |||||
| GRACE FELLOWSHIP | |||||||||||
| 20 DELATOUR RD | WATERVLIET | NY | 12189 | PC | UNRESTRICTED | $36,000 | |||||
| K LOVE | |||||||||||
| PO BOX 2098 | OMAHA | NE | 68103 | PC | UNRESTRICTED | $500 | |||||
| LITTLE DRESSES FOR AFRICA | |||||||||||
| 24614 CURTIS DR | BROWNSTOWN | MI | 48184 | PC | UNRESTRICTED | $1,000 | |||||
| SAVE THE CHILDREN | |||||||||||
| 501 KINGS HIGHWAY EAST SUITE 400 | FAIRFIELD | CT | 06825 | PC | UNRESTRICTED | $2,500 | |||||
| SHEPERD HOME | |||||||||||
| 1959 FIVE MILE LINE RD | PENFIELD | NY | 14526 | PC | UNRESTRICTED | $1,000 | |||||
| ST CATHERINES CENTER FOR CHILDREN | |||||||||||
| 40 N MAIN AVE | ALBANY | NY | 12203 | PC | UNRESTRICTED | $27,500 | |||||
| ST JOSEPH'S HOUSE | |||||||||||
| 74 FERRY ST | TROY | NY | 12180 | PC | UNRESTRICTED | $2,000 | |||||
| TOM COUGHLIN JAY FUND | |||||||||||
| PO BOX 50798 | JACKSONVILLE BEACH | FL | 32240 | PC | UNRESTRICTED | $500 | |||||
| WIZARD'S WARDROBE | |||||||||||
| 20 RENSSELAER ST | ALBANY | NY | 12202 | PC | UNRESTRICTED | $5,000 | |||||
| CAPITAL DISTRICT YMCA | |||||||||||
| 465 NEW KARNER RD | ALBANY | NY | 12205 | PC | UNRESTRICTED | $1,000 | |||||
| THE CURE FOUNDATION | |||||||||||
| PC | UNRESTRICTED | $1,000 | 1320 GRAHAM BLVD SUITE110 | MONTREAL | QUEBEC | CA | H3P 3C8 | ||||
| FRIENDS OF SHAKER ROBOTICS | |||||||||||
| 445 WATERVLIET SHAKER RD | LATHAM | NY | 12110 | PC | UNRESTRICTED | $10,000 | |||||
| OPERATION AT EASE | |||||||||||
| 203 CENTRAL AVE | SCHENECTADY | NY | 12304 | PC | UNRESTRICTED | $100 | |||||
| SALVATION ARMY | |||||||||||
| 200 TWIN OAKS DR PO BOX148 | SYRACUSE | NY | 13206 | PC | UNRESTRICTED | $1,000 | |||||
| SIDEWALK WARRIORS TROY | |||||||||||
| 35 STATE STREET | TROY | NY | 12180 | PC | UNRESTRICTED | $1,000 | |||||
| THINGS OF MY VERY OWN | |||||||||||
| 243 GREEN ST | SCHENECTADY | NY | 12305 | PC | UNRESTRICTED | $1,000 | |||||
| VICTORY CHURCH | |||||||||||
| 10 N RUSSELL RD | ALBANY | NY | 12206 | PC | UNRESTRICTED | $2,500 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $135,600 | 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 | $63,010 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $166,785 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $229,795 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $229,795 | 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 | ANTHONY J SIRCO | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 61 MEADOWS DRIVE | AddressLine1Txt |
| City | MELROSE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12121 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $43,400 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 2500 SHARES OF ROCKET LAB USA INC. STOCK | NoncashPropertyDesc |
| Fair Market Value | $43,400 | FairMarketValueAmt |
| Received | 2024-11-14 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,825 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GENERAL MOTORS | $27,318 | $47,943 |
| FORD MOTOR CO | $7,708 | $4,950 |
| BWX TECHNOLOGIES INC | $48,224 | $44,556 |
| PALANTIR TECHNOLOGIES INC | $18,702 | $33,277 |
| ROCKET LAB USA INC | $47,075 | $63,675 |
| ROLLS ROYCE GFP SPN ADR | $48,558 | $47,666 |
| VIRTIV HLDG CO | $18,550 | $18,746 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (30 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FIRST TR NASDAQ CYBERSECURITY ETF | AT COST | $50,924 | $69,414 |
| EATON VANCE RISK MANAGED DIVERSIFIED EQUITY INCM | AT COST | $58,627 | $71,128 |
| FIRST TR EMERGING MARKETS ALPHADEX | AT COST | $78,187 | $66,570 |
| GLOBAL X FUNDS SHS US | AT COST | $55,600 | $78,274 |
| FIRST TRUST WATER ETF | AT COST | $66,623 | $79,599 |
| FIRST TRUST PREFERRED | AT COST | $88,838 | $82,978 |
| FIRST TRUST RISING | AT COST | $57,595 | $69,016 |
| FIRST TR MANAGED MUNICIPALS | AT COST | $79,598 | $76,719 |
| FIRST TRUST LOW DURATION | AT COST | $69,928 | $69,890 |
| FIRST TRUST CAPITAL STRENGTH ETF | AT COST | $81,436 | $92,826 |
| CALAMOS MARKET NEUTRAL | AT COST | $91,405 | $95,565 |
| FIRST TR NASDAQ TECH DVD INDEX FD | AT COST | $41,560 | $69,516 |
| FIRST TR MORNINGSTAR DIVID LEADERS INDEX | AT COST | $82,662 | $93,001 |
| FIRST TR NORTH AMERN ENERGY INFRASTRUCTURE ETF | AT COST | $60,900 | $70,765 |
| FIRST TR ENERGY ALPHADEX FUND | AT COST | $68,824 | $68,897 |
| FIRST TR SMID CAP RISING | AT COST | $53,127 | $68,079 |
| JP MORGAN EQUITY PREMIUM INCOME ETF | AT COST | $65,367 | $69,324 |
| FIRST TR LARGE CAP | AT COST | $81,168 | $91,660 |
| CATALYST MILLBURN HEDGE STATEGY FUND | AT COST | $91,788 | $97,194 |
| FIRST TR MID CAP CORE ALPHADEX FD | AT COST | $46,673 | $44,668 |
| FIRST TR NASD CL EDG S | AT COST | $67,797 | $68,859 |
| FIRST TRUST CLOUD COMPUTING ETF | AT COST | $52,915 | $68,137 |
| FIRST TR EXCHANGE-TRADED FD V1 SHS | AT COST | $75,383 | $81,894 |
| GLOBAL XFUNDS GLBL X ARTIFICIAL INTELLIGENCE | AT COST | $46,665 | $44,977 |
| PACER US CASH COWS100 | AT COST | $62,803 | $68,849 |
| PACER DEVELOPED MARKETS INTL CASH COWS 100 ETF | AT COST | $73,801 | $69,355 |
| PUTNAM FOCUSED LARGE CAP VALUE ETF | AT COST | $62,272 | $60,283 |
| SPDR S&P 500 ETF TRUST | AT COST | $61,659 | $59,780 |
| VANECK URANIUM | AT COST | $48,195 | $45,144 |
| PACER US SMALL CAP CASH COWS | AT COST | $72,346 | $67,775 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FIDUCIARY FEES | $12,000 | $0 | $0 |
| INVESTMENT ADVISORY FEES | $14,882 | $0 | $0 |
| NYS FILING FEE | $250 | $0 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANTHONY J SIRCO | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 61 MEADOWS DRIVE | AddressLine1Txt |
| City | MELROSE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12121 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $800 | $0 | $0 |
| FOREIGN TAX EXPENSE | $1,161 | $0 | $0 |
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