Civic Intelligence

Mark and Amy Tercek Foundation

990PF • Fiscal year 2024 • EIN 13-3931295

Jun 01, 2023 to May 31, 2024 • Filed on Mar 17, 2025

Organization Profile
c/o The Ayco Co PO Box 15201Albany, NY 12212-5201

(518) 640-5000

Siviq Scores

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

Liabilities / Assets

77th percentile

0.00x

Higher debt load relative to assets than 77% of similar nonprofits.

2024 filings • NTEE T • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

79th percentile

0.02x

Higher debt load relative to revenue than 79% of similar nonprofits.

2024 filings • NTEE T • $5M-$10M nonprofits • Source year 2024

Net Margin

66th percentile

39%

Higher net margin than 66% of similar nonprofits.

2024 filings • NTEE T • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

2024 filings • NTEE T • $5M-$10M nonprofits • Source year 2024

Asset Growth

51st percentile

2.5%

Faster asset growth than 51% of similar nonprofits.

2024 filings • NTEE T • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

90th percentile

366%

Faster revenue growth than 90% of similar nonprofits.

2024 filings • NTEE T • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets77th percentile

Assets

Up

$7,407,248

Up $177,678 (+2.5%) from 2023

Net Assets

Up

$7,397,973

Up $175,599 (+2.4%) from 2023

Liabilities

Up

$9,275

Up $2,079 (+29%) from 2023

Revenue And Expenses
Liabilities / Revenue79th percentileNet Margin66th percentile

Revenue

Up

$447,342

Up $351,425 (+366%) from 2023

Expenses

Down

$271,743

Down $51,376 (-16%) from 2023

Net Income

Up

$175,599

Up $402,801 (+177%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth51st 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

2024

Assets$7,407,248
Liabilities$9,275
Net Assets$7,397,973
Open 2024 Filing

Operations Trend

Revenue Growth90th 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

2024

Revenue$447,342
Expenses$271,743
Net Income$175,599
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2023 to May 31, 2024
Signed
Mar 17, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

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

Filer

Filer Name
Mark & Amy Tercek Foundation
EIN
13-3931295
In Care Of
% THE AYCO COMPANY
Phone
5186405000
Address
c/o The Ayco Co PO Box 15201, Albany, NY 12212-5201

Signing Officer

Name
Mark Tercek
Title
Trustee
Phone
5186405000
Signed
2025-03-17
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
ONE MANHATTAN WEST, NEW YORK, NY 10001
Preparer
Christine W DiIonna
Phone
2127733000
Raw XML Appendix304 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
AccountingFeesSchedule/AccountingFeesDetail/Amt07850
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt03925
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt03925
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc0NONE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0SEE ATTACHED LIST
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0722267
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0739892
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt06426840
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0SEE ATTACHED LIST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt06862255
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0105423
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0317937
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt016132
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0439492
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0439492
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt03925
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt03925
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt07850
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0317937
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0222400
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0222400
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt07850
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0105423
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0105423
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0175599
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02254127
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt01215
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt016132
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt016132
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt01215
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0317937
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0394324
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0250
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0250
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt039819
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt039819
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0209
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0209
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0226575
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt045168
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0271743
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0439492
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0447342
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt04175
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt045168
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt049343
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01869287
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt160337
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt26566
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0227476
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11327
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt269546
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt319588
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt419588
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt519588
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0227476
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11327
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt269546
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt02096763
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt161664
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt276112
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0GS #12-7 PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1GS #87-7 PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2GS #38-9 PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0317937
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0175599
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt07397973
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt07222374
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt07397973
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0367592
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0367592
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0367592
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0373073
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt05481
IRS990PF/DistributableAmountGrp/TotalTaxAmt05481
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt06186
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt03667
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt08000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt05481
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt06186
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt05481
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt05481
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt011667
IRS990PF/FMVAssetsEOYAmt07860288
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt07222374
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt07397973
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0686834
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0722267
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0739892
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt06267600
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt06426840
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt06862255
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt07196
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt09275
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0275136
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0258141
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0258141
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt07229570
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt07407248
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt07860288
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt07196
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt09275
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt07229570
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt07407248
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt07222374
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt07397973
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt07575093
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0280684
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt07294409
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0113626
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0373073
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt07461467
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt07575093
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.0
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
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0c/o The Ayco Co PO Box 15201
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1c/o The Ayco Co PO Box 15201
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Albany
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Albany
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0122125201
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd1122125201
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0226575
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0226575
IRS990PF/PFQualifyingDistributionsGrp/SetAsideCashDistriTestAmt00
IRS990PF/PFQualifyingDistributionsGrp/SetAsideSuitabilityTestAmt00
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/SubjToTaxRmnrtnExPrchtPymtInd0false
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/AddressLine1Txt0100 COLISEUM DRIVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Cohoes
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd012047
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0THE AYCO COMPANY
IRS990PF/StatementsRegardingActyGrp/PhoneNum05186405000
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0NONE
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0MARK R TERCEK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0222400
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General Charitable Purposes
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE LIST ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0SEE LIST ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SEE LIST ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0122125201
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0222400
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/AppliedToCurrentYearAmt0226575
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0367592
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0141017
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt08027
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt04014022
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0141017
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt03881032
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt08027
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt03873005
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0226575
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt03881032
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt04022049
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0MARK TERCEK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0c/o THE AYCO CO PO BOX 860
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0SARATOGA SPRINGS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd012866
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt07850
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0NYS FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0250
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0250
OtherIncomeSchedule2/OtherIncomeDetail/Desc0MISCELLANEOUS INCOME
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt07196
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0OPTIONS
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt09275
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt039819
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt039819
TaxesSchedule/TaxesDetail/Amt0209
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0209
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Mark Tercek
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum05186405000
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Mark & Amy Tercek Foundation
ReturnHeader/Filer/BusinessNameControlTxt0MARK
ReturnHeader/Filer/EIN0133931295
ReturnHeader/Filer/InCareOfNm0% THE AYCO COMPANY
ReturnHeader/Filer/PhoneNum05186405000
ReturnHeader/Filer/USAddress/AddressLine1Txt0c/o The Ayco Co PO Box 15201
ReturnHeader/Filer/USAddress/CityNm0Albany
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd0122125201
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE MANHATTAN WEST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010001
ReturnHeader/PreparerPersonGrp/PhoneNum02127733000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-03-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Christine W DiIonna
ReturnHeader/ReturnTs02025-03-17T15:49:48-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-06-01
ReturnHeader/TaxPeriodEndDt02024-05-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,407,248
Liabilities
$9,275
Net assets
$7,397,973
Revenue
$447,342
Expenses
$271,743
Net income
$175,599
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