SYRIL H AND WALTER A FAMILY FOUNDATION INC: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
SYRIL H AND WALTER A FAMILY FOUNDATION INC (EIN 46-3207425)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-09-15
IRS object ID
202622589349100957
Schema version
2025v4.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-09-15T10:47:26-07:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

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 Ave Suite 550AddressLine1Txt
CityGarden CityCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11530ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

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
Signature2026-09-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLeonard E Kriegel CPAPreparerPersonNm
PTINP00037555PTIN
Phone5165704600PhoneNum
FieldValueIRS element (for citing)
Tax2025TaxYr

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,034,929FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$624,128ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$3,213InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$3,213InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$7,405DividendsRevAndExpnssAmt
Dividends Net Invst Incm$7,405DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$17,838NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$213,153GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$17,838CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$652,584TotalRevAndExpnssAmt
Total Net Invst Incm$28,456TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$2,465AccountingFeesRevAndExpnssAmt
Other Expenses Rev And Expnss$50OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$2,515TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$42,156ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$42,156ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$44,671TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$42,156TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$607,913ExcessRevenueOverExpensesAmt
Net Investment Income$28,456NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$730CashBOYAmt
Cash EOY$256CashEOYAmt
Cash EOYFMV$256CashEOYFMVAmt
Sav And Temp Cash Invst BOY$31,390SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$149,189SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$149,189SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$404PrepaidExpensesBOYAmt
Prepaid Expenses EOY$959PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$959PrepaidExpensesEOYFMVAmt
Corporate Stock BOY$160,104CorporateStockBOYAmt
Corporate Stock EOY$650,137CorporateStockEOYAmt
Corporate Stock EOYFMV$884,525CorporateStockEOYFMVAmt
Total Assets BOY$192,628TotalAssetsBOYAmt
Total Assets EOY$800,541TotalAssetsEOYAmt
Total Assets EOYFMV$1,034,929TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$192,628RetainedEarningBOYAmt
Retained Earning EOY$800,541RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$192,628TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$800,541TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$192,628TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$800,541TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$192,628TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$607,913ExcessRevenueOverExpensesAmt
Subtotal$800,541SubtotalAmt
Tot Net Ast Or Fund Balances EOY$800,541TotNetAstOrFundBalancesEOYAmt

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
5955 Unit FT Dow Target 10 Mar 24P2024-04-052025-04-10$64,588$60,982$3,606$3,606
5581 Unit FT Dow Target 10 Sep 24D2025-06-202025-09-15$57,009$55,939$1,070$1,070
7710 Unit ST Smart Ten 36D2025-06-202025-07-09$91,556$78,394$13,162$13,162
FieldValueIRS element (for citing)
Capital Gain Net Income$17,838CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$14,232NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$396InvestmentIncomeExciseTaxAmt
Subtotal$396SubtotalAmt
Tax Based On Investment Income$396TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$173EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$750ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$923TotalPaymentsAndCreditsAmt
Overpayment$527OverpaymentAmt
Applied To ES Tax$527AppliedToESTaxAmt

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 Ste 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$556,398AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$90,052AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$646,450TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$646,450AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$9,697CashDeemedCharitableAmt
Net Vl Noncharitable Assets$636,753NetVlNoncharitableAssetsAmt
Minimum Investment Return$31,838MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$31,838MinimumInvestmentReturnAmt
Tax Based On Investment Income$396TaxBasedOnInvestmentIncomeAmt
Total Tax$396TotalTaxAmt
Distributable Before Adj$31,442DistributableBeforeAdjAmt
Distributable Before Ded$31,442DistributableBeforeDedAmt
Distributable As Adjusted$31,442DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$42,156ExpensesAndContributionsAmt
Qualifying Distributions$42,156QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$31,442DistributableAsAdjustedAmt
Undistributed Income PY$105UndistributedIncomePYAmt
Qualifying Distributions$42,156QualifyingDistributionsAmt
Applied To Year1$105AppliedToYear1Amt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$31,442AppliedToCurrentYearAmt
Remaining Distri From Corpus$10,609RemainingDistriFromCorpusAmt
Total Corpus$10,609TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$10,609ExcessDistriCyovToNextYrAmt
Excess From Current Year$10,609ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Dog is My CoPilot
PO Box 3399JacksonWY83001NonePCGeneral$10,000
Sea Education Association
PO Box 758FalmouthMA02541NonePCGeneral$2,000
Hurricane Island Outward Bound Scho
PO Box 800CamdenME04843NonePCGeneral$1,000
Webb Institute
298 Crescent Beach RoadGlen CoveNY11542NonePCGeneral$1,000
UVU Foundation
800 W University Pkwy MS 114OremUT84058NonePCGeneral$9,033
Friends of Thai Daughters
PO Box 370TrevettME04571NonePCGeneral$5,000
Keepers Burat Island Light
PO Box 738Boothbay HarborME04575NonePCGeneral$14,123
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$42,156TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,213ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$7,405ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$17,838ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$28,456ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$28,456TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
Estate of Syril H Frank
126 Crow Point LaneTreveltME04571$84,942Yes (X)
Estate of Syril H Frank
226 Crow Point LaneTreveltME04571$565,502Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor2ContributorNum
Noncash PropertyPublicly traded SecuritiesNoncashPropertyDesc
Fair Market Value$565,502FairMarketValueAmt
Received2025-06-20ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryBookkeeping services, tax preparationCategoryTxt
Amt$2,465Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
Balchem CP$3,472$46,008
ABRDN HLTC OPPTY FD/Tekla$17,584$19,130
Neuberger Bermann Next Gen Fund$11,250$10,830
Pacer US Cash Cows 100 ETF$32,174$33,094
Pacer US Small Cap Cash Cows ETF$32,257$29,284
Unit Smart Trust Smart Ten 40$91,548$94,022
Unit Morgan Stanley Uncommon Values 2025$57,000$59,309
Unit Morgan Stanley Stocks for 2027$121,190$139,390
Apple$168,960$326,232
Union Pacific Corp$114,702$127,226

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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCd
Syril H Frank
26 Crow Point LaneTrevetME04571
Estate of Syril H Frank
26 Crow Point LaneTrevetME04571

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