EDMUND N HUYCK FOUNDATION TR P60162008: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- EDMUND N HUYCK FOUNDATION TR P60162008 (EIN 13-6047631)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-06
- IRS object ID
- 202631269349103328
- Schema version
- 2025v4.0
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-06T17:01:38-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 99 WOOD AVE SOUTH | AddressLine1Txt |
| City | ISELIN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08830 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136047631 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDMUND N HUYCK FOUNDATION TR XXXXX2008 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HUYC | BusinessNameControlTxt |
| Phone | 8004962583 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 S DEARBORN IL1-0111 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60603 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KRYSTAL ZEC | PersonNm |
| Person Title | ExecDirector | PersonTitleTxt |
| Phone | 8004962583 | PhoneNum |
| Signature | 2026-03-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HEATHER A HAWES | PreparerPersonNm |
| PTIN | P01379658 | PTIN |
| Phone | 7327679100 | PhoneNum |
| Preparation | 2026-03-25 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | 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 | $4,291,143 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $101,568 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $101,568 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $118,765 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $522,778 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $118,765 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $220,333 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $220,333 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $54,014 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $34,259 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $19,755 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,683 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,427 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $250 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $250 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $61,947 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $35,686 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $20,005 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $170,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $170,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $231,947 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $35,686 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $190,005 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$11,614 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $184,647 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $28,046 | CashBOYAmt |
| Cash EOY | $34,403 | CashEOYAmt |
| Cash EOYFMV | $34,403 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $21,880 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $21,586 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $21,586 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $1,511,617 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,505,627 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,316,677 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $941,320 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $930,146 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $918,477 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,502,863 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,491,762 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,291,143 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,502,863 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,491,762 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,502,863 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,491,762 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,502,863 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,491,762 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,502,863 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$11,614 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,142 | OtherIncreasesAmt |
| Subtotal | $2,496,391 | SubtotalAmt |
| Other Decreases | $4,629 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,491,762 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (76 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 35. ADVANCED MICRO DEVICES INC | 2021-01-05 | 2025-02-25 | $3,703 | $3,222 | $481 | $481 | |
| 43. SPDR TR UNIT SER 1 | 2024-12-04 | 2025-02-25 | $25,458 | $26,078 | -$620 | -$620 | |
| 23. UNITEDHEALTH GROUP INC | 2016-12-14 | 2025-02-25 | $10,633 | $3,676 | $6,957 | $6,957 | |
| 35. APPLE COMPUTER INC | 2017-12-21 | 2025-04-17 | $6,832 | $1,537 | $5,295 | $5,295 | |
| 24. HONEYWELL INTL INC | 2017-12-21 | 2025-04-17 | $4,727 | $3,550 | $1,177 | $1,177 | |
| 100. TEXAS INSTRS INC | 2024-02-15 | 2025-04-17 | $14,688 | $16,065 | -$1,377 | -$1,377 | |
| 1480.298 VANGUARD TTL INTL BND-ADM | 2020-03-04 | 2025-04-17 | $29,132 | $34,402 | -$5,270 | -$5,270 | |
| 310.935 DODGE & INTERNATIONAL STOCK FUND | 2025-05-19 | $18,295 | $10,875 | $7,420 | $7,420 | ||
| 19. SPDR TR UNIT SER 1 | 2024-12-04 | 2025-05-19 | $11,261 | $11,523 | -$262 | -$262 | |
| 33. SPDR TR UNIT SER 1 | 2015-03-25 | 2025-05-19 | $19,559 | $6,875 | $12,684 | $12,684 | |
| 18.132 FIDELITY INTL INDX | 2024-01-22 | 2025-06-06 | $1,024 | $845 | $179 | $179 | |
| 221.888 SIX CIRCLES INTL UNCON EQ | 2024-11-26 | 2025-06-06 | $2,873 | $2,454 | $419 | $419 | |
| 64.751 SIX CIRCLES INTL UNCON EQ | 2021-04-19 | 2025-06-06 | $839 | $704 | $135 | $135 | |
| 59. FISERV INC | 2024-12-04 | 2025-07-31 | $8,197 | $12,635 | -$4,438 | -$4,438 | |
| 14. INTUITIVE SURGICAL INC NEW | 2024-06-25 | 2025-07-31 | $6,735 | $6,063 | $672 | $672 | |
| 768.97 MFS INTL INTRINSIC VALUE-R6 | 2012-05-03 | 2025-07-31 | $32,704 | $19,730 | $12,974 | $12,974 | |
| 37. MASTERCARD INC - CLASS A | 2014-06-24 | 2025-07-31 | $20,959 | $2,746 | $18,213 | $18,213 | |
| 57. SPDR TR UNIT SER 1 | 2015-03-25 | 2025-07-31 | $36,028 | $11,875 | $24,153 | $24,153 | |
| 50. NXP SEMICONDUCTORS NV | 2021-11-16 | 2025-07-31 | $10,688 | $10,826 | -$138 | -$138 | |
| 87. BRISTOL MYERS SQUIBB CO | 2024-12-04 | 2025-09-17 | $4,051 | $5,065 | -$1,014 | -$1,014 | |
| 75. BRISTOL MYERS SQUIBB CO | 2017-12-21 | 2025-09-17 | $3,492 | $4,602 | -$1,110 | -$1,110 | |
| 115. INGERSOLL RAND INC | 2021-12-27 | 2025-09-17 | $9,024 | $6,995 | $2,029 | $2,029 | |
| 217. JPMORGAN BETABUILDERS JAPAN ETF | 2024-12-04 | 2025-09-17 | $14,557 | $12,793 | $1,764 | $1,764 | |
| 87. OTIS WORLDWIDE CORP | 2024-12-04 | 2025-09-17 | $7,837 | $8,798 | -$961 | -$961 | |
| 21. SALESFORCE.COM INC | 2024-12-04 | 2025-09-17 | $5,054 | $7,604 | -$2,550 | -$2,550 | |
| 1. SALESFORCE.COM INC | 2024-05-17 | 2025-09-17 | $241 | $286 | -$45 | -$45 | |
| 19.252 FIDELITY 500 INDEX FUND | 2024-11-26 | 2025-10-09 | $4,504 | $4,033 | $471 | $471 | |
| 9.697 FIDELITY 500 INDEX FUND | 2025-10-09 | $2,269 | $1,727 | $542 | $542 | ||
| 537.896 SIX CIRCLES CREDIT OPPORT | 2025-10-09 | $4,868 | $4,761 | $107 | $107 | ||
| 98. VANGUARD MORTGAGE-BACKED SEC | 2025-10-09 | $4,595 | $4,514 | $81 | $81 | ||
| 14. VANGUARD MORTGAGE-BACKED SEC | 2024-11-26 | 2025-10-09 | $656 | $645 | $11 | $11 | |
| 4879.852 BLACKROCK HIGH YIELD-K | 2024-08-15 | 2025-10-13 | $35,037 | $34,793 | $244 | $244 | |
| 2. BOOKING HOLDINGS INC | 2021-11-16 | 2025-10-13 | $10,508 | $4,793 | $5,715 | $5,715 | |
| 46. HOME DEPOT INC | 2012-05-01 | 2025-10-13 | $17,451 | $2,389 | $15,062 | $15,062 | |
| 224. JPMORGAN BETABUILDERS CANADA | 2020-03-04 | 2025-10-13 | $19,529 | $11,095 | $8,434 | $8,434 | |
| 2176.101 JPM STRAT INC OPP FD - USD - R6 ISIN US48121L1145 | 2022-04-28 | 2025-10-13 | $24,982 | $25,025 | -$43 | -$43 | |
| 19. SALESFORCE.COM INC | 2024-05-17 | 2025-10-13 | $4,726 | $5,440 | -$714 | -$714 | |
| 1578. VANGUARD MORTGAGE-BACKED SEC | 2024-12-04 | 2025-10-13 | $74,308 | $72,974 | $1,334 | $1,334 | |
| CAPITAL GAIN DIVIDENDS | $10,754 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,754 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,754 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,754 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,754 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,754 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,754 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,754 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,754 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,754 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,754 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,754 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,754 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,754 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,754 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,754 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,754 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,754 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,754 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,754 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,754 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,754 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,754 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,754 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,754 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,754 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,754 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,754 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,754 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,754 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,754 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,754 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,754 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,754 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,754 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,754 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,754 | P | |||||
| CAPITAL GAIN DIVIDENDS | $10,754 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $118,765 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,567 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,567 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,567 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,376 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $4,376 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,809 | OverpaymentAmt |
| Applied To ES Tax | $1,809 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JP MORGAN CHASE BANK NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8004962583 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 S DEARBORN ST MC IL 1-0111 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60603 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|
| JP MORGAN CHASE BANK NA | ||||||
| 10 S DEARBORN ST MC IL 1-0111 | CHICAGO | IL | 60603 | TRUSTEE | 2 | $48,377 |
| PETER B MCCHESNEY | ||||||
| 2411 STUART AVE | RICHMOND | VA | 232203413 | CO-TRUSTEE | 1 | $2,819 |
| ROSWELL ELDRIDGE JR | ||||||
| 3009 Cheverly Avenue | Cheverly | MD | 20785 | CO-TRUSTEE | 1 | $2,818 |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,014,574 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $45,079 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,059,653 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,059,653 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $60,895 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,998,758 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $199,938 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $199,938 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,567 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,567 | TotalTaxAmt |
| Distributable Before Adj | $197,371 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $197,371 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $197,371 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $190,005 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $190,005 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $197,371 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $12,040 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $5,899 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $17,939 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $190,005 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $190,005 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $7,366 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $7,366 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $10,573 | 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 | $10,573 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $4,674 | ExcessFromYear2Amt |
| Excess From Year1 | $5,899 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDMUND NILES HUYCK PRESERVE | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 188 | AddressLine1Txt |
| City | RENSSELAERVLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12147 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusCd |
| Grant Or Contribution Purpose | GENERAL | GrantOrContributionPurposeTxt |
| Amt | $170,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $170,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $101,568 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $118,765 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $220,333 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $220,333 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (11 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 4812C0100 JPM CORE BD FD - USD | $236,826 | $243,787 |
| 92203J308 VANGUARD TTL INTL BN | $448,848 | $425,160 |
| 83002G702 SIX CIRCLES GLOBAL B | $24,079 | $23,397 |
| 83002G884 SIX CIRCLES CREDIT O | $5,631 | $5,915 |
| 92203J407 VANGUARD TOTAL INTL | $10,367 | $10,002 |
| 92206C771 VANGUARD MORTGAGE-BA | $41,793 | $42,560 |
| 46429B267 ISHARES US TREASURY | $5,932 | $5,917 |
| 48121L114 JPM STRAT INC OPP FD | $39,457 | $39,416 |
| 921937835 VANGUARD TOTAL BOND | $2,672 | $2,741 |
| 92206C870 VANGUARD INT-TERM CO | $76,708 | $80,568 |
| 09260B614 BLACKROCK HIGH YIELD | $37,833 | $39,014 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (66 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 256206103 DODGE & COX INTL STC | $81,713 | $164,727 |
| 437076102 HOME DEPOT INC | $2,285 | $15,140 |
| 464287465 ISHARES MSCI EAFE ET | $52,673 | $93,821 |
| 949746101 WELLS FARGO & CO | $16,745 | $46,600 |
| 02079K305 ALPHABET INC-CL A | $4,364 | $47,576 |
| 30303M102 META PLATFORMS INC-C | $5,814 | $52,807 |
| 57636Q104 MASTERCARD INC - A | $2,894 | $22,264 |
| 78462F103 SPDR S&P 500 ETF TRU | $423,465 | $1,479,766 |
| 91324P102 UNITEDHEALTH GROUP I | $6,712 | $13,865 |
| 023135106 AMAZON.COM INC | $5,814 | $81,941 |
| 037833100 APPLE INC | $7,244 | $44,857 |
| 110122108 BRISTOL-MYERS SQUIBB | ||
| 438516106 HONEYWELL INTERNATIO | ||
| 46432F842 ISHARES CORE MSCI EA | $92,340 | $126,496 |
| 552746349 MFS INTL INTRINSIC V | $35,701 | $61,096 |
| 594918104 MICROSOFT CORP | $13,572 | $72,543 |
| 315911750 FIDELITY 500 INDEX F | $91,932 | $124,715 |
| 713448108 PEPSICO INC | $5,935 | $7,894 |
| 65339F101 NEXTERA ENERGY INC | $4,230 | $8,028 |
| 83002G306 SIX CIRCLES US UNCON | $28,887 | $44,981 |
| 83002G405 SIX CIRCLES INTL UNC | $18,055 | $26,208 |
| 007903107 ADVANCED MICRO DEVIC | ||
| 09857L108 BOOKING HOLDINGS INC | $7,189 | $16,066 |
| 45687V106 INGERSOLL RAND INC | ||
| 46641Q191 JPMORGAN BETABUILDER | $84,176 | $88,546 |
| 46641Q217 JPMORGAN BETABUILDER | $107,912 | $124,636 |
| 46641Q225 JPMORGAN BETABUILDER | $51,049 | $106,857 |
| 46641Q233 JPMORGAN BETABUILDER | $64,691 | $68,292 |
| 532457108 ELI LILLY AND COMPAN | $2,503 | $9,672 |
| 617446448 MORGAN STANLEY | $11,540 | $20,416 |
| 883556102 THERMO FISHER SCIENT | $7,127 | $8,692 |
| G29183103 EATON CORP PLC | $6,956 | $12,740 |
| N07059210 ASML HOLDING NV-NY R | $2,497 | $5,349 |
| N6596X109 NXP SEMICONDUCTORS N | ||
| 00287Y109 ABBVIE INC | $12,434 | $18,279 |
| 20825C104 CONOCOPHILLIPS | $5,354 | $3,744 |
| G54950103 LINDE PLC | $6,484 | $10,660 |
| 101137107 BOSTON SCIENTIFIC CO | $7,418 | $9,535 |
| 127387108 CADENCE DESIGN SYS I | $5,474 | $5,314 |
| 30231G102 EXXON MOBIL CORP | $4,020 | $6,980 |
| 315911727 FIDELITY INTL INDX | $6,721 | $8,772 |
| 337738108 FISERV INC | ||
| 43300A203 HILTON WORLDWIDE HOL | $7,189 | $9,479 |
| 46120E602 INTUITIVE SURGICAL I | ||
| 609207105 MONDELEZ INTERNATION | $3,583 | $2,692 |
| 67066G104 NVIDIA CORP | $37,517 | $59,121 |
| 68902V107 OTIS WORLDWIDE CORP | ||
| 743315103 PROGRESSIVE CORP | $8,316 | $9,109 |
| 79466L302 SALESFORCE INC | ||
| 842587107 THE SOUTHERN COMPANY | $13,549 | $13,429 |
| 863667101 STRYKER CORP | $8,226 | $7,381 |
| 882508104 TEXAS INSTRUMENTS IN | $20,884 | $22,554 |
| 060505104 BANK OF AMERICA CORP | $12,528 | $14,575 |
| 11135F101 BROADCOM INC | $13,595 | $23,189 |
| 13646K108 CANADIAN PACIFIC KAN | $8,679 | $8,688 |
| 254687106 WALT DISNEY CO/THE | $5,795 | $7,850 |
| 278865100 ECOLAB INC | $8,376 | $8,401 |
| 443201108 HOWMET AEROSPACE INC | $8,533 | $11,071 |
| 461202103 INTUIT INC | $5,246 | $5,299 |
| 478160104 JOHNSON & JOHNSON | $7,743 | $9,727 |
| 548661107 LOWE'S COS INC | $11,490 | $11,817 |
| 81762P102 SERVICENOW INC | $8,313 | $6,894 |
| 824348106 SHERWIN-WILLIAMS CO/ | $3,834 | $3,564 |
| 874039100 TAIWAN SEMICONDUCTOR | $8,699 | $10,940 |
| 931142103 WALMART INC | $6,304 | $7,130 |
| G8994E103 TRANE TECHNOLOGIES P | $3,308 | $3,892 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| 2025 TRANSACTION POSTED IN 2026 | $4,628 |
| MUTUAL FUND EARNINGS | $1 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ATTORNEY GENERAL FEE | Desc |
| Revenue And Expenses Per Books | $250 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $250 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| 2024 TRANSACTION POSTED IN 2025 | $5,134 |
| COST BASIS ADJUSTMENT | $2 |
| ROUNDING | $6 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $88 | $88 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $1,880 | $0 | $0 |
| FEDERAL ESTIMATES - INCOME | $4,376 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $1,144 | $1,144 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $195 | $195 | $0 |
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