SIRCO FAMILY FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- SIRCO FAMILY FOUNDATION INC (EIN 84-5055324)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-16
- IRS object ID
- 202133209349100648
- Schema version
- 2020v4.1
- 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 Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-16T14:35:36-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 141567343 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARVIN AND COMPANY PC | 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 | 121101405 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | 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 | 5184344163 | 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 | 2021-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ANTHONY | PersonFirstNm |
| Person Last | SIRCO | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES E AMELL CPA | PreparerPersonNm |
| PTIN | P00316270 | PTIN |
| Phone | 5187850134 | PhoneNum |
| Preparation | 2021-11-16 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Initial Return | Yes (X) | InitialReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $869,860 | 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 | $801,080 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $8,840 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,840 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $8,840 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,023 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $705,015 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,023 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $815,943 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $14,863 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $8,840 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $2,137 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,137 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $600 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,737 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,137 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $43,650 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $43,650 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $46,387 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,137 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $43,650 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $769,556 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $12,726 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $8,840 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $1,484 | CashEOYAmt |
| Cash EOYFMV | $1,484 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $63,773 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $63,773 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $704,299 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $804,603 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $0 | TotalAssetsBOYAmt |
| Total Assets EOY | $769,556 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $869,860 | 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 | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $769,556 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $0 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $769,556 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $0 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $769,556 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $0 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $769,556 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $769,556 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $769,556 | 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 | $705,015 | $581,982 | $123,033 | $123,033 |
| ADJUSTMENT TO BASIS: BROKER USED GRANTORS COST VS. FMV AT TIME OF DONATION | $117,010 | -$117,010 | -$117,010 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,023 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $6,023 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $177 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $177 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $177 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $177 | 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 | 5184344163 | 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 | $54,044 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $30,440 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $84,484 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $84,484 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,267 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $83,217 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,161 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,161 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $177 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $177 | TotalTaxAmt |
| Distributable Before Adj | $3,984 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,984 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,984 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $43,650 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $43,650 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $43,650 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,984 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $43,650 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,984 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $39,666 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $39,666 | 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 | $39,666 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $39,666 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| COMPASSION INTERNATIONAL | ||||||
| 12290 VOYAGER PARKWAY | COLORADO SPRINGS | CO | 80921 | PC | UNRESTRICTED | $15,000 |
| MARYANNS CLOSET | ||||||
| 1461 SW 12TH AVE UNIT A | POMPANO BEACH | FL | 33069 | PC | UNRESTRICTED | $500 |
| BRUNSWICK PRESBYTERIAN CHURCH | ||||||
| 42 WHITE CHURCH LANE | TROY | NY | 12180 | PC | UNRESTRICTED | $13,000 |
| ST CATHERINES CENTER FOR CHILDREN | ||||||
| 40 N MAIN AVE | ALBANY | NY | 12203 | PC | UNRESTRICTED | $12,500 |
| RAYMERTOWN FIRE CO | ||||||
| 43 MASON LANE | TROY | NY | 12180 | PC | PUBLIC CHARITY | $150 |
| BRUNSWICK LIBRARY | ||||||
| 4118 STATE HIGHWAY 2 | TROY | NY | 12180 | PC | UNRESTRICTED | $1,000 |
| NICKS FIGHT TO BE HEALED | ||||||
| PO BOX 217 | REXFORD | NY | 12148 | PC | UNRESTRICTED | $500 |
| PIONEERS | ||||||
| 10123 WILLAIM CAREY DR | ORLANDO | FL | 32832 | PC | UNRESTRICTED | $500 |
| FARA | ||||||
| 533 W UWCHLAN AVE | DOWNINGTOWN | PA | 19335 | PC | UNRESTRICTED | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $43,650 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,840 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $6,023 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $14,863 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $14,863 | 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 | $801,080 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (17 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 888 SHS STRENGHT ETF | $50,270 | 2020-05-18 |
| 1 | 692 SHS OPPORTUNITIES EFT | $62,287 | 2020-07-20 |
| 1 | 1713 SHS CYBERSECURITY ETF | $59,818 | 2020-07-20 |
| 1 | 993 SHS STRENGHT ETF | $61,526 | 2020-07-20 |
| 1 | 795 SHS FIRST TRUST WATER ETF | $46,444 | 2020-07-20 |
| 1 | 728 SHS GROWTH OPP ALPHADEX FUND | $59,390 | 2020-07-20 |
| 1 | 1350 SHS GOLD FIELDS SP ADR | $15,944 | 2020-07-20 |
| 1 | 815 SHS COMPUTING ETF | $63,472 | 2020-07-20 |
| 1 | 2135 SHS DIVIDEND ACHIEVERS ETF | $67,936 | 2020-07-20 |
| 1 | 2217.88 SHS PUTNAM CONVERTIBLE SEC FD CI Y | $64,673 | 2020-07-20 |
| 1 | 470 SHS VANGUARD FINANCIALS ETF | $27,284 | 2020-09-21 |
| 1 | 1527 SHS FIRST TRUST CAPITAL STRENGTH ETF | $94,491 | 2020-09-21 |
| 1 | 800 SHS GENERAL MOTORS CO | $24,000 | 2020-09-21 |
| 1 | 334 SHS FIRST TR EUROPE ALPHADEX FD | $11,095 | 2020-09-21 |
| 1 | 100 SHS LOWES COMPANIES INC | $15,960 | 2020-09-21 |
| 1 | 311 SHS SPDR GOLD TRUST | $55,831 | 2020-09-21 |
| 1 | 345 SHS SAGE THERAPEUTICS INC | $20,659 | 2020-09-21 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (36 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ARCH CAPITAL GRP LTD BM | AT COST | $10,125 | $11,181 |
| EQT CORP | AT COST | $6,725 | $6,355 |
| EQT CORP | AT COST | $3,546 | $3,178 |
| GENERAL MOTORS | AT COST | $12,976 | $19,571 |
| GENERAL MOTORS | AT COST | $9,501 | $13,741 |
| INTRA-CELLULAR THERAPIES INC | AT COST | $6,934 | $7,950 |
| INTRA-CELLULAR THERAPIES INC | AT COST | $3,071 | $3,180 |
| FIRST TRUST US EQUITY | AT COST | $43,935 | $54,896 |
| FIRST TR NASDAQ CYBERSECURITY ETF | AT COST | $20,669 | $32,309 |
| FIRST TR DOW JONES SELECT MICROCAP INDEX | AT COST | $10,018 | $11,731 |
| FRT TRT VAL INDX | AT COST | $30,415 | $33,001 |
| EATON VANCE RISK MANAGED DIVERSIFIED EQUITY INCM | AT COST | $20,229 | $20,553 |
| ISHARES S&P MID-CAP 400 | AT COST | $18,554 | $20,539 |
| ISHARES S&P SMALLCAP 600 | AT COST | $20,070 | $24,800 |
| FIRST TR EMERGING MARKETS ALPHADEX | AT COST | $10,081 | $10,997 |
| GLOBAL X FUNDS SHS US | AT COST | $13,734 | $15,632 |
| CITIGROUP INC COM NEW | AT COST | $4,884 | $4,933 |
| PUTNAM CONVERTIBLE | AT COST | $37,677 | $42,188 |
| CITIGROUP INC COM NEW | AT COST | $6,007 | $6,166 |
| PROG HOLDINGS INC | AT COST | $5,420 | $5,387 |
| FIRST TRUST WATER ETF | AT COST | $13,642 | $18,102 |
| FIRST TRUST LARGE CAP | AT COST | $46,078 | $54,118 |
| FIRST TR INDSTRL PRDCR | AT COST | $12,910 | $13,549 |
| FIRST TR MATERIALS | AT COST | $13,721 | $16,062 |
| FIRST TR EUROPE ALPHADEX | AT COST | $19,342 | $24,104 |
| FIRST TRUST CLOUD | AT COST | $15,727 | $25,183 |
| FIRST TRUST PREFERRED | AT COST | $7,587 | $7,935 |
| FIRST TRUST ETFIV FIRST | AT COST | $10,121 | $10,377 |
| FIRST TRUST RISING | AT COST | $24,605 | $30,954 |
| FIRST TR MANAGED | AT COST | $7,614 | $7,715 |
| FIRST TRUST LOW DURATION | AT COST | $7,614 | $7,566 |
| SPDR GOLD TRUST | AT COST | $106,625 | $104,876 |
| FIRST TRUST CAPITAL | AT COST | $83,418 | $90,113 |
| PROG HOLDINGS INC | AT COST | $5,189 | $5,387 |
| BED BATH & BEYOND INC | AT COST | $10,052 | $14,208 |
| CALAMOS MARKET NEUTRAL | AT COST | $25,483 | $26,066 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FILING FEE | Desc |
| Revenue And Expenses Per Books | $600 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FIDUCIARY FEES | CategoryTxt |
| Amt | $2,137 | Amt |
| Net Investment Income | $2,137 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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 |
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