Civic Intelligence

Mark and Amy Tercek Foundation

990PF • Fiscal year 2016 • EIN 13-3931295

Jun 01, 2015 to May 31, 2016 • Filed on Oct 12, 2016

Organization Profile
c/o m moore ayco PO BOX 860Saratoga Springs, NY 12866-0860

(518) 886-4225

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • NTEE T • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • NTEE T • $5M-$10M nonprofits • Source year 2016

Net Margin

88th percentile

88%

Higher net margin than 88% of similar nonprofits.

2016 filings • NTEE T • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

69th percentile

$0

Higher top officer pay than 69% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • NTEE T • $5M-$10M nonprofits • Source year 2016

Asset Growth

82nd percentile

20%

Faster asset growth than 82% of similar nonprofits.

2016 filings • NTEE T • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

85th percentile

124%

Faster revenue growth than 85% of similar nonprofits.

2016 filings • NTEE T • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Up

$8,084,361

Up $1,374,826 (+20%) from 2015

Net Assets

$8,084,361

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin88th percentile

Revenue

Up

$2,986,497

Up $1,654,714 (+124%) from 2015

Expenses

Up

$344,617

Up $206,342 (+149%) from 2015

Net Income

Up

$2,641,880

Up $1,448,372 (+121%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth82nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$15M$10M$5.0M$0Assets 2012: $3,797,720Liabilities 2012: $02012Assets 2013: $5,028,618Liabilities 2013: $02013Assets 2014: $6,014,264Liabilities 2014: $02014Assets 2015: $6,709,535Liabilities 2015: $02015Assets 2016: $8,084,361Liabilities 2016: $0Net Assets 2016: $8,084,3612016Assets 2017: $9,602,794Liabilities 2017: $6,348Net Assets 2017: $9,596,4462017Assets 2018: $10,950,285Liabilities 2018: $10,303Net Assets 2018: $10,939,9822018Assets 2020: $11,224,848Liabilities 2020: $16,780Net Assets 2020: $11,208,0682020Assets 2021: $7,062,992Liabilities 2021: $9,659Net Assets 2021: $7,053,3332021Assets 2022: $7,485,220Liabilities 2022: $35,644Net Assets 2022: $7,449,5762022Assets 2023: $7,229,570Liabilities 2023: $7,196Net Assets 2023: $7,222,3742023Assets 2024: $7,407,248Liabilities 2024: $9,275Net Assets 2024: $7,397,9732024Assets 2025: $7,395,536Liabilities 2025: $10,510Net Assets 2025: $7,385,0262025

Highlighted filing

2016

Assets$8,084,361
Liabilities$0
Net Assets$8,084,361
Open 2016 Filing

Operations Trend

Revenue Growth85th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10M$5.0M$0-$5.0MRevenue 2012: $23,453Expenses 2012: $197,413Net Income 2012: -$173,9602012Revenue 2013: $1,960,794Expenses 2013: $87,727Net Income 2013: $1,873,0672013Revenue 2014: $2,055,478Expenses 2014: $381,197Net Income 2014: $1,674,2812014Revenue 2015: $1,331,783Expenses 2015: $138,275Net Income 2015: $1,193,5082015Revenue 2016: $2,986,497Expenses 2016: $344,617Net Income 2016: $2,641,8802016Revenue 2017: $3,253,905Expenses 2017: $399,640Net Income 2017: $2,854,2652017Revenue 2018: $2,829,923Expenses 2018: $490,525Net Income 2018: $2,339,3982018Revenue 2020: $437,282Expenses 2020: $568,832Net Income 2020: -$131,5502020Revenue 2021: $657,035Expenses 2021: $5,151,803Net Income 2021: -$4,494,7682021Revenue 2022: $822,500Expenses 2022: $426,257Net Income 2022: $396,2432022Revenue 2023: $95,917Expenses 2023: $323,119Net Income 2023: -$227,2022023Revenue 2024: $447,342Expenses 2024: $271,743Net Income 2024: $175,5992024Revenue 2025: $660,928Expenses 2025: $678,513Net Income 2025: -$17,5852025

Highlighted filing

2016

Revenue$2,986,497
Expenses$344,617
Net Income$2,641,880
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2015 to May 31, 2016
Signed
Oct 12, 2016
Return Version
2015v3.0
Compensation and Service Providers
Top Officer Pay69th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARK R TERCEKTrustee - As Needed-$0--
AMY TERCEKTrustee - As Needed-$0--
Filing and Contact Details

Filer

Filer Name
Mark & Amy Tercek Foundation
EIN
13-3931295
In Care Of
% THE AYCO COMPANY
Phone
5188864225
Address
c/o m moore ayco PO BOX 860, SARATOGA SPRINGS, NY 12866-0860

Signing Officer

Name
Mark Tercek
Title
Officer
Phone
5188864000
Signed
2016-10-12
Discuss with paid preparer
Yes

Preparer

Firm
The Ayco Company LP
Address
PO Box 15014, Albany, NY 12212-5014
Preparer
Elizabeth VanTassel
Phone
5186405000
Raw XML Appendix323 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Amt00
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc0N/A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt01697783
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt15328843
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt01630675
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt15268712
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0GOLDMAN SACHS #209
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1GOLDMAN SACHS #112
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0257804
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0GS HEDGE FUND PARTNERS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0382526
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0169223
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt01547855
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt02365
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01719443
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01719443
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt01547855
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0318750
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0318750
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt01267054
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0169223
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0169223
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt02641880
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02199675
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt02365
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt02365
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt01547855
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01711470
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt07973
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt08367
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt017500
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0318750
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt07973
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0344617
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01719443
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt02986497
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt07973
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt025867
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0396
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1651424
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11423453
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2124417
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11423453
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0381
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12074877
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0HEDGE FUND MANAGER SUB-FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01547855
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt02641880
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt01267054
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt09351415
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt06709535
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt08084361
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0382242
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0382242
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0382242
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0399357
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt017115
IRS990PF/DistributableAmountGrp/TotalTaxAmt017115
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt02070
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt0153
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt019338
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt017115
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt02070
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt017115
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt017115
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt019338
IRS990PF/FMVAssetsEOYAmt08081844
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt06709535
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt08084361
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt05819091
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt07026626
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt06899387
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0258200
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0257804
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0382526
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0632244
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0799931
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0799931
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt06709535
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt08084361
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt08081844
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt06709535
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt08084361
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt06709535
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt08084361
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt08108775
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0879307
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt06838466
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0121632
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0391002
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0399357
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt07987143
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt08108775
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MARK R TERCEK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1AMY TERCEK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE - AS NEEDED
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE - AS NEEDED
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0c/o m moore ayco PO BOX 860
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1c/o m moore ayco PO BOX 860
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SARATOGA SPRINGS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1SARATOGA SPRINGS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0128660860
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd1128660860
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0286107
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0303222
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0120750
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0322029
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt087019
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0195812
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0162300
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.035821
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.017659
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.05322
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.018495
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.049733
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.039996
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt017115
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt07987143
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt06837884
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt06050894
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt04704893
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt03937270
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt04057902
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0318750
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.179103
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0301635
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0318750
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt017115
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0318750
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt0N/A
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0NOT APPLICABLE
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0321 BROADWAY PO BOX 860
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SARATOGA SPRINGS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0128660860
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0THE AYCO COMPANY
IRS990PF/StatementsRegardingActyGrp/PhoneNum05188864225
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0PLEASE NOTE, THE FOUNDATION IS NOT INVOLVED IN ANY DIRECT CHARITABLE ACTIVITIES. ITS PRIMARY PURPOSE IS TO SUPPORT, BY CONTRIBUTIONS, OTHER ORGANIZATIONS EXEMPT UNDER INTERNAL
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0REVENUE CODE SECTION 501(C)(3).
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/AllOtherProgramRltdInvstTotAmt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0MARK R TERCEK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0318750
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General Charitable Purposes
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE ATTACHED LIST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 860
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SARATOGA SPRINGS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0128660860
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NA
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0318750
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt032707
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0286043
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0382242
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02012
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02011
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0318750
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0349535
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0286043
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0MARK TERCEK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0c/o MATTHEW MOORE PO BOX 860
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0SARATOGA SPRINGS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd012866
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt01267054
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum11
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum21
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt01000944
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt1202708
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt263402
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc04,800 SHS GOLDMAN SACHS & CO.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc11,100 SHS GOLDMAN SACHS & CO.
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc22,509 SHS SOLAREDGE TECHNOLOGIES INC.
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02015-06-04
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12015-12-16
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt22015-12-16
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01267054
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0APPRECIATION OF DONATED STOCK
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2STATE FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt07973
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0144
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt17973
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2250
TaxesSchedule/TaxesDetail/Amt017500
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL ESTIMATED TAXES
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARK TERCEK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum05188864000
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-10-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARK & AMY TERCEK FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MARK
ReturnHeader/Filer/EIN0133931295
ReturnHeader/Filer/InCareOfNm0% THE AYCO COMPANY
ReturnHeader/Filer/PhoneNum05188864225
ReturnHeader/Filer/USAddress/AddressLine1Txt0c/o m moore ayco PO BOX 860
ReturnHeader/Filer/USAddress/CityNm0SARATOGA SPRINGS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd0128660860
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0The Ayco Company LP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 15014
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Albany
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0122125014
ReturnHeader/PreparerPersonGrp/PhoneNum05186405000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Elizabeth VanTassel
ReturnHeader/ReturnTs02017-04-04T14:39:02-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-06-01
ReturnHeader/TaxPeriodEndDt02016-05-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,084,361
Liabilities
$0
Net assets
$8,084,361
Revenue
$2,986,497
Expenses
$344,617
Net income
$2,641,880
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$7.40$0.01$7.39$0.66$0.68$0.02
2024Detailed filing. Detailed filing data is available for this year.$7.41$0.01$7.40$0.45$0.27$0.18
2023Detailed filing. Detailed filing data is available for this year.$7.23$0.01$7.22$0.10$0.32$0.23
2022Detailed filing. Detailed filing data is available for this year.$7.49$0.04$7.45$0.82$0.43$0.40
2021Detailed filing. Detailed filing data is available for this year.$7.06$0.01$7.05$0.66$5.15$4.49
2020Detailed filing. Detailed filing data is available for this year.$11.2$0.02$11.2$0.44$0.57$0.13
2018Detailed filing. Detailed filing data is available for this year.$11.0$0.01$10.9$2.83$0.49$2.34
2017Detailed filing. Detailed filing data is available for this year.$9.60$0.01$9.60$3.25$0.40$2.85
2016Detailed filing. Detailed filing data is available for this year.$8.08$0.00$8.08$2.99$0.34$2.64
2015Summary only. Only limited summary data is available for this year.$6.71$0.00$1.33$0.14$1.19
2014Summary only. Only limited summary data is available for this year.$6.01$0.00$2.06$0.38$1.67
2013Summary only. Only limited summary data is available for this year.$5.03$0.00$1.96$0.09$1.87
2012Summary only. Only limited summary data is available for this year.$3.80$0.00$0.02$0.20$0.17