FURP.ORG / PUBLIC DATA EXPLORER

SYRIL H AND WALTER A FAMILY FOUNDATION INC: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
SYRIL H AND WALTER A FAMILY FOUNDATION INC (EIN 46-3207425)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-06
IRS object ID
202513109349100321
Schema version
2024v5.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-11-06T07:22:35-08:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN050575657PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Sosin & Kriegel LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1585 Stewart Avenue Suite 550AddressLine1Txt
CityGarden CityCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11530ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN463207425EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Syril H and Walter A Frank FamilyBusinessNameLine1Txt
Business Name Line2FoundationBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlSYRIBusinessNameControlTxt
Phone2076337919PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line126 Crow Point LaneAddressLine1Txt
CityTrevettCityNm
State AbbreviationMEStateAbbreviationCd
ZIP04571ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSyril FrankPersonNm
Person TitlePresidentPersonTitleTxt
Signature2025-11-06SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLeonard E Kriegel CPAPreparerPersonNm
PTINP00037555PTIN
Phone5165704600PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$233,398FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$1,378InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,378InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$5,359DividendsRevAndExpnssAmt
Dividends Net Invst Incm$5,359DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$995NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$86,526GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$995CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$7,732TotalRevAndExpnssAmt
Total Net Invst Incm$7,732TotalNetInvstIncmAmt
Other Expenses Rev And Expnss$50OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$50TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$10,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$10,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$10,050TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$10,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$2,318ExcessRevenueOverExpensesAmt
Net Investment Income$7,732NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$9,915CashBOYAmt
Cash EOY$730CashEOYAmt
Cash EOYFMV$730CashEOYFMVAmt
Sav And Temp Cash Invst BOY$63,200SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$31,390SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$31,390SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$113PrepaidExpensesBOYAmt
Prepaid Expenses EOY$404PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$404PrepaidExpensesEOYFMVAmt
Corporate Stock BOY$95,087CorporateStockBOYAmt
Corporate Stock EOY$160,104CorporateStockEOYAmt
Corporate Stock EOYFMV$200,874CorporateStockEOYFMVAmt
Corporate Bonds BOY$26,831CorporateBondsBOYAmt
Total Assets BOY$195,146TotalAssetsBOYAmt
Total Assets EOY$192,628TotalAssetsEOYAmt
Total Assets EOYFMV$233,398TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$195,146RetainedEarningBOYAmt
Retained Earning EOY$192,628RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$195,146TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$192,628TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$195,146TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$192,628TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$195,146TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$2,318ExcessRevenueOverExpensesAmt
Subtotal$192,828SubtotalAmt
Other Decreases$200OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$192,628TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
25000 JP Morgan Chase & Co 6.125,% 64OC01P2016-09-292024-10-01$25,000$26,831-$1,831-$1,831
5870 Unit FT Dow Target 10 Mar 23P2023-03-102024-04-05$60,983$58,700$2,283$2,283
Abrdn HLTC Opportuinities FundP2020-01-012024-09-30$543$543$543
FieldValueIRS element (for citing)
Capital Gain Net Income$995CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$107InvestmentIncomeExciseTaxAmt
Subtotal$107SubtotalAmt
Tax Based On Investment Income$107TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$280EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$280TotalPaymentsAndCreditsAmt
Overpayment$173OverpaymentAmt
Applied To ES Tax$173AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Leonard Kriegel CPABusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5165704600PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1585 Stewart Ave Suite 550AddressLine1Txt
CityGarden CityCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11530ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Robert F Goldhirsch
PO Box 190-111Brian HeadUT84719Director0.25$0
Douglas C Goldhirsch
26 Crow Point LaneTrevettME04571Treasurer0.25$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$204,789AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$36,634AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$241,423TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$241,423AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$3,621CashDeemedCharitableAmt
Net Vl Noncharitable Assets$237,802NetVlNoncharitableAssetsAmt
Minimum Investment Return$11,890MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$11,890MinimumInvestmentReturnAmt
Tax Based On Investment Income$107TaxBasedOnInvestmentIncomeAmt
Total Tax$107TotalTaxAmt
Distributable Before Adj$11,783DistributableBeforeAdjAmt
Distributable Before Ded$11,783DistributableBeforeDedAmt
Distributable As Adjusted$11,783DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$10,000ExpensesAndContributionsAmt
Qualifying Distributions$10,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$11,783DistributableAsAdjustedAmt
Excess Distribution Cyov Yr1$1,678ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,678TotalExcessDistributionCyovAmt
Qualifying Distributions$10,000QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$10,000AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$1,678ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$1,678ExcessDistributionCyovAppCYAmt
Undistributed Income CY$105UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
World Jewish Congress
501 Madison AvenueNew YorkNY10022None501(c)(3)General$3,000
Harbor Theatre
PO Box 507Boothbay HarborME04537None501(c)(3)General$1,000
Dog is My CoPilot
PO Box 3399JacksonWY83001None501(c)(3)General$3,000
Sea Education Association
PO Box 758FalmouthMA02541None501(c)(3)General$1,000
Hurricane Island Outward Bound
PO Box 800CamdenME04843None501(c)(3)General$1,000
Webb Institute
298 Crescent Beach RoadGlen CoveNY11542None501(c)(3)General$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$10,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,378ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$5,359ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$995ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$7,732ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$7,732TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
Balchem CP$3,472$48,899
ABRDN HLTC OPPTY FD/Tekla$19,204$18,870
Neuberger Bermann Next Gen Fund$12,015$9,555
Unit First Trust DowTarget 10 March 2024$60,982$63,439
Pacer US Cash Cows 100 ETF$32,174$31,064
Pacer US Small Cap Cash Cows ETF$32,257$29,047

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescFederal Excise TaxDesc
Amt$200Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescMiscellaneous FeesDesc
Revenue And Expenses Per Books$50RevenueAndExpensesPerBooksAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonSyril H FrankPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line126 Crow Point LaneAddressLine1Txt
CityTrevetCityNm
State AbbreviationMEStateAbbreviationCd
ZIP04571ZIPCd