STEWART W & WILLMA C HOYT FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- STEWART W & WILLMA C HOYT FOUNDATION INC (EIN 22-3209342)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-08-02
- IRS object ID
- 202442159349100109
- Schema version
- 2023v5.1
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-08-02T15:16:17-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 150544726 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVIDSON FOX & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 33 LEWIS ROAD | AddressLine1Txt |
| City | BINGHAMTON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13905 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223209342 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE STEWART W & WILLMA C HOYT | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STEW | BusinessNameControlTxt |
| Phone | 6077720780 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 70 FRONT STREET | AddressLine1Txt |
| City | BINGHAMTON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13905 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CATHERINE A SCHWOEFFERMANN | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 6077720780 | PhoneNum |
| Signature | 2024-07-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TERA A STANTON CPA | PreparerPersonNm |
| PTIN | P01243815 | PTIN |
| Phone | 6077225386 | PhoneNum |
| Preparation | 2024-07-24 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $22,518,926 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $591,520 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $591,520 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $13,390 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $13,390 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | -$37,053 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $133,220 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,318,503 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $133,220 | CapGainNetIncmNetInvstIncmAmt |
| Incm Modifications Adj Net Incm | $47,486 | IncmModificationsAdjNetIncmAmt |
| Other Income Rev And Expnss | $96 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $96 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $738,226 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $738,226 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $47,486 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $179,071 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $10,708 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $168,363 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $61,726 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $9,463 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $52,263 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $4,353 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $914 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $3,439 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $3,468 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $867 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,601 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,050 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,620 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,430 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $93,260 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $91,669 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,591 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $38,966 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,358 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $16,608 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $27,715 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $9,595 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $10,678 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $1,068 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $9,610 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $270 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $270 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $80,273 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $14,683 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $65,590 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $508,830 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $144,945 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $325,765 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $746,935 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $746,935 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,255,765 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $144,945 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,072,700 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$517,539 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $593,281 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $47,486 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $89,364 | CashBOYAmt |
| Cash EOY | $243,141 | CashEOYAmt |
| Cash EOYFMV | $243,141 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,854,966 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,696,747 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,696,747 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $19,171,616 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $20,263,690 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $20,263,690 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $993,337 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $677,989 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $343,063 | LandBOYAmt |
| Land EOY | $315,348 | LandEOYAmt |
| Land EOYFMV | $315,348 | LandEOYFMVAmt |
| Total Assets BOY | $21,459,009 | TotalAssetsBOYAmt |
| Total Assets EOY | $22,518,926 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $22,518,926 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $600 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $600 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $600 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $600 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $21,458,409 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $22,518,326 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $21,458,409 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $22,518,326 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $21,459,009 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $22,518,926 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $21,458,409 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$517,539 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,577,456 | OtherIncreasesAmt |
| Subtotal | $22,518,326 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $22,518,326 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| HAHN INVESTMENTS | P | 2020-01-01 | 2023-12-31 | $549,532 | $525,582 | $23,950 | $23,950 |
| DEROY & DEVEREAUX INVESTMENTS | P | 2023-01-01 | 2023-12-31 | $225,348 | $213,342 | $12,006 | $12,006 |
| DEROY & DEVEREAUX INVESTMENTS | P | 2020-01-01 | 2023-12-31 | $367,995 | $402,078 | -$34,083 | -$34,083 |
| VAGUARD INVESTMENTS | P | 2020-01-01 | 2023-12-31 | $2,018,900 | $2,044,281 | -$25,381 | -$25,381 |
| CAPITAL GAINS DIVIDENDS | P | $156,728 | $156,728 | $156,728 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $133,220 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,247 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,247 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,247 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $26,032 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $26,032 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $17,785 | OverpaymentAmt |
| Applied To ES Tax | $17,785 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | Yes (1) | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.HOYTFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HOYT FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6077720780 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 70 FRONT STREET | AddressLine1Txt |
| City | BINGHAMTON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13905 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| CATHERINE A SCHWOEFFERMANN | ||||||||
| 70 FRONT STREET | BINGHAMTON | NY | 13905 | EXECUTIVE DIRECTOR | 50.00 | $152,855 | $26,216 | $0 |
| MARENA GONZ | ||||||||
| 70 FRONT STREET | BINGHAMTON | NY | 13905 | CHAIR | 3.00 | $0 | $0 | $0 |
| ROBERTA PETERSON | ||||||||
| 70 FRONT STREET | BINGHAMTON | NY | 13905 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| AUBREY CLARK | ||||||||
| 70 FRONT STREET | BINGHAMTON | NY | 13905 | VICE-CHAIR | 2.00 | $0 | $0 | $0 |
| JEFFERY SMITH | ||||||||
| 70 FRONT STREET | BINGHAMTON | NY | 13905 | SECRETARY-TREASURER | 1.00 | $0 | $0 | $0 |
| 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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $18,769,971 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,724,982 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $116,160 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $21,611,113 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $21,611,113 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $324,167 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $21,286,946 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,064,347 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,064,347 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,247 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,247 | TotalTaxAmt |
| Distributable Before Adj | $1,056,100 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $47,486 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,103,586 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,103,586 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,072,700 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,072,700 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,103,586 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $1,890 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,890 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,072,700 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,072,700 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $1,890 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $1,890 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $28,996 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CATHERINE A SCHWOEFFERMAN EXECUTIVE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 70 FRONT STREET | AddressLine1Txt |
| City | BINGHAMTON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13905 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6077720780 | RecipientPhoneNum |
| Form And Info And Materials | SEE APPLICATION ON WEBSITE AT WWW.HOYTFOUNDATION.ORG. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE WEBSITE AT WWW.HOYTFOUNDATION.ORG. | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE WEBSITE AT WWW.HOYTFOUNDATION.ORG. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACTION FOR OLDER PERSONS | |||||||
| 200 PLAZA DRIVE SUITE B | VESTAL | NY | 13850 | NONE | PC | FOR A STAFF POSITION | $15,000 |
| AMERICAN CIVIC ASSOCIATION | |||||||
| 131 FRONT STREET | BINGHAMTON | NY | 13903 | NONE | PC | TO ESTABLISH A PART-TIME POSITION FOR AN IMMIGRATION/REFUGEE ATTORNEY ($50,000 PER YEAR FOR 3 YEARS) | $35,000 |
| BROOME COMMUNITY COLLEGE FOUNDATION | |||||||
| PO BOX 1017 | BINGHAMTON | NY | 13901 | NONE | PC | GRANTS-IN-AID PROGRAM. | $25,000 |
| BROOME COUNTY ARTS COUNCIL | |||||||
| 223 STATE STREET | BINGHAMTON | NY | 13901 | NONE | PC | 2023 ART GUIDE | $40,000 |
| BROOME COUNTY ARTS COUNCIL | |||||||
| 223 STATE STREET | BINGHAMTON | NY | 13901 | NONE | PC | UNITED CULTURAL FUND CAMPAIGN 2023 | $100,000 |
| BROOME COUNTY ARTS COUNCIL | |||||||
| 223 STATE STREET | BINGHAMTON | NY | 13901 | NONE | PC | 2024 UNITED CULTURAL FUND CAMPAIGN | $50,000 |
| BROOME COUNTY COUNCIL OF CHURCHES | |||||||
| 3 OSTENINGO STREET | BINGHAMTON | NY | 13903 | NONE | PC | FOR THE "PROJECT PLANNING FOR PREPARED MEALS" PROGRAM | $10,000 |
| DISCOVERIES IN SCULPTURE | |||||||
| 1278 VESTAL AVENUE | BINGHAMTON | NY | 13903 | NONE | PC | FOR THE RESTORATION OF THE FRONT PORCH OF THE RANDALL HOUSE, 22 FRONT STREET, BINGHAMTON | $35,000 |
| EARLVILLE OPERA HOUSE | |||||||
| 18 EAST MAIN STREET | EARLVILLE | NY | 13332 | NONE | PC | TOWARDS THE BROOME COUNTY PORTION OF THE NEW YORK STATE COUNCIL ON THE ARTS STATEWIDE COMMUNITY REGRANTS PROGRAM | $18,500 |
| LITERACY VOLUNTEERS | |||||||
| 185 COURT STREET | BINGHAMTON | NY | 13901 | NONE | PC | TO SUPPORT THE PURCHASE OF COMPUTER HARDWARE AND SOFTWARE TO STRENGTHEN & EXPAND ITS DIGITAL LITERACY SERVICES | $5,000 |
| NYCON | |||||||
| 272 BROADWAY | ALBANY | NY | 12204 | NONE | PC | SOUTHERN TIER CAPACITY BUILDING PROGRAM | $7,500 |
| ROBERSON MUSEUM & SCIENCE | |||||||
| 30 FRONT STREET | BINGHAMTON | NY | 13905 | NONE | PC | TOWARD THE GREEN INFRASTRUCTURE INNOVATION (MULTI-YEAR GRANT) | $100,000 |
| SALVATION ARMY | |||||||
| PO BOX 1167 | BINGHAMTON | NY | 13902 | NONE | PC | FOOD PURCHASES FOR THE SOUP KITCHEN AND FOOD PANTRY IN BINGHAMTON | $5,000 |
| SAMARITAN COUNSELING CENTER | |||||||
| 3001 EAST MAIN STREET | ENDICOTT | NY | 13760 | NONE | PC | FACILITY ENHANCEMENTS TO THE MAIN STREET BUILDING AND TO RENOVATE THE HOUSE LOCATED AT 2 SOUTH KNIGHT | $150,000 |
| TRI CITIES OPERA | |||||||
| 315 CLINTON STREET | BINGHAMTON | NY | 13905 | NONE | PC | FOR "STORIES OF HUMAN EXPERIENCE"-THREE REFLECTING STORIES | $61,435 |
| TRI CITIES OPERA | |||||||
| 315 CLINTON STREET | BINGHAMTON | NY | 13905 | NONE | PC | FOR THE POP-UP HOLIDAY CAROLING PROGRAMS THROUGHOUT BROOME COUNTY AND 2024 YOUTH PROGRAMS. | $4,875 |
| UNITED WAY | |||||||
| 101 JENSEN ROAD | VESTAL | NY | 13850 | NONE | PC | TOWARD A SIX-SESSION WORKSHOP FOR BOTH NEW AND EARLY CAREER NON-PROFIT EXECUTIVE DIRECTORS WITH UP TO 3 YEARS EXPERIENCE | $2,625 |
| WATERMAN CONSERVATION | |||||||
| 403 HILTON ROAD | APALACHIN | NY | 13732 | NONE | PC | FOR THE IMPROVEMENT OF VISITOR ACCESS AT THE IBM GLEN | $82,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $746,935 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN CIVIC ASSOCIATION | |||||||
| 131 FRONT STREET | BINGHAMTON | NY | 13903 | NONE | PC | TO ESTABLISH A PART-TIME POSITION FOR AN IMMIGRATION/REFUGEE ATTORNEY ($50,000 PER YEAR FOR 3 YEARS) | $65,000 |
| BROOME COUNTY ARTS COUNCIL | |||||||
| 223 STATE STREET | BINGHAMTON | NY | 13901 | NONE | PC | TOWARD ANNUAL ART GUIDE FOR BROOME COUNTY | $150,000 |
| BROOME COUNTY ARTS COUNCIL | |||||||
| 223 STATE STREET | BINGHAMTON | NY | 13901 | NONE | PC | 2024 UNITED CULTURAL FUND CAMPAIGN | $50,000 |
| EARLVILLE OPERA HOUSE | |||||||
| 18 EAST MAIN STREET | EARLVILLE | NY | 13332 | NONE | PC | TOWARDS THE BROOME COUNTY PORTION OF THE NEW YORK STATE COUNCIL ON THE ARTS STATEWIDE COMMUNITY REGRANTS PROGRAM | $37,000 |
| FRIENDS OF BROOME COUNTY LIBRARY | |||||||
| 185 COURT STREET | BINGHAMTON | NY | 13901 | NONE | PC | NEW AND UPDATED DESIGN & IMPLEMENTATION OF THE LIBRARY'S CURRENT READING GARDEN | $50,000 |
| NYCON | |||||||
| 272 BROADWAY | ALBANY | NY | 12204 | NONE | PC | SOUTHERN TIER CAPACITY BUILDING PROGRAM | $15,000 |
| ROBERSON MUSEUM & SCIENCE | |||||||
| 30 FRONT STREET | BINGHAMTON | NY | 13905 | NONE | PC | CRITICAL UPGRADES TO THE ROBERSON MUSEUM | $75,000 |
| ROBERSON MUSEUM & SCIENCE | |||||||
| 30 FRONT STREET | BINGHAMTON | NY | 13905 | NONE | PC | TOWARD THE GREEN INFRASTRUCTURE INNOVATION (MULTI-YEAR GRANT) | $200,000 |
| VOLUNTEERS OF AMERICA | |||||||
| 214 LAKE AVENUE | ROCHESTER | NY | 14608 | NONE | PC | TO INSTALL AN INTEGRATED SECURITY SYSTEM AT THEIR BUILDING AT 320 CHENANGO STREET, BINGHAMTON | $50,000 |
| WATERMAN CONSERVATION | |||||||
| 403 HILTON ROAD | APALACHIN | NY | 13732 | NONE | PC | FOR THE IMPROVEMENT OF VISITOR ACCESS AT THE IBM GLEN | $68,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $760,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $591,520 | ExclusionAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | -$37,053 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $96 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $133,220 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $687,783 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $687,783 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $9,050 | Amt |
| Net Investment Income | $3,620 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,430 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (15 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| VANGUARD ETF MID CAP | FMV | $63,644 | $63,644 |
| VANGUARD INTERNATIONAL EXPLORE | FMV | $168,820 | $168,820 |
| VANGUARD HIGH YIELD | FMV | $22,174 | $22,174 |
| CALAMOS GROWTH | FMV | $862,565 | $862,565 |
| TIFF MULTI ASSET FUND | FMV | $1,306,560 | $1,306,560 |
| VANGUARD PRIMECAP CORE | FMV | $2,014,918 | $2,014,918 |
| VANGUARD ST INV GR BONDS | FMV | $3,715,295 | $3,715,295 |
| VANGUARD INTER-MED BONDS | FMV | $1,450,048 | $1,450,048 |
| DEROY & DEV | FMV | $3,080,288 | $3,080,288 |
| VANGUARD ETF MEGA CAP | FMV | $121,341 | $121,341 |
| HAHN MID-CAP MANAGEMENT | FMV | $3,156,118 | $3,156,118 |
| VANGUARD STAR FUND | FMV | $2,835,364 | $2,835,364 |
| VANGUARD ETF SMALL CAP | FMV | $347,965 | $347,965 |
| BROADSTONE REIT | FMV | $827,369 | $827,369 |
| ARTISAN INTL SMALL MID CAP | FMV | $291,221 | $291,221 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (53 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| EXTERIOR IMPROVEMENTS | $15,640 | $15,640 | $0 | |
| REPLACE ROOF | $10,000 | $10,000 | $0 | |
| NEW OFFICE | $5,244 | $5,244 | $0 | |
| GUTTER SYSTEM | $5,777 | $4,461 | $1,316 | $1,316 |
| ELECTRIC PANEL | $2,700 | $1,980 | $720 | $720 |
| LIGHTING UPGRADE | $1,847 | $1,847 | $0 | |
| BRICK REPOINTING | $2,150 | $1,828 | $322 | $322 |
| LANDSCAPING - REAR | $3,100 | $2,609 | $491 | $491 |
| CHIMNEY REBUILD | $3,750 | $1,938 | $1,812 | $1,812 |
| AC UNIT - LOWER LEVEL | $3,724 | $2,761 | $963 | $963 |
| HAIRSTATION COUNTERTOPS (5) | $4,165 | $2,986 | $1,179 | $1,179 |
| SOLAR ARRAY | $77,499 | $24,865 | $52,634 | $52,634 |
| DRIVEWAY & PARKING LOT | $125,549 | $40,280 | $85,269 | $85,269 |
| WOOD FENCE & GUARD RAIL | $10,310 | $10,310 | $0 | |
| PARKING LOT SIGNS | $1,604 | $1,604 | $0 | |
| PORCH REBUILD | $5,246 | $2,842 | $2,404 | $2,404 |
| PORCH FLOORS | $2,200 | $2,200 | $0 | |
| CEILING REPLACE | $5,205 | $2,950 | $2,255 | $2,255 |
| HEATING & COOLING SYSTEM | $7,650 | $2,603 | $5,047 | $5,047 |
| BUILDING RENOVATION | $13,325 | $5,885 | $7,440 | $7,440 |
| BUILDING RENOVATION | $12,800 | $11,307 | $1,493 | $1,493 |
| HEATING & COOLING SYSTEM - CONFERENCE ROOM | $3,850 | $1,123 | $2,727 | $2,727 |
| CHAIN LINK FENCE | $7,400 | $2,590 | $4,810 | $4,810 |
| BATHROOM RENOVATIONS-ALDO'S | $4,900 | $1,225 | $3,675 | $3,675 |
| DUCTLESS HEAT/COOL UNIT-OFFICE | $8,100 | $844 | $7,256 | $7,256 |
| DUCTLESS HEAT/COOL UNIT | $6,800 | $708 | $6,092 | $6,092 |
| SECURITY SYSTEM | $4,500 | $696 | $3,804 | $3,804 |
| BUILDING - 70 FRONT | $112,152 | $62,858 | $49,294 | $49,294 |
| DRAPERIES | $4,078 | $4,078 | $0 | |
| BOARD ROOM FURNITURE | $9,800 | $9,800 | $0 | |
| OFFICE FURNITURE | $1,788 | $1,788 | $0 | |
| CABINETS | $3,242 | $3,242 | $0 | |
| ALARM SYSTEM | $1,878 | $1,878 | $0 | |
| TELEPHONE SYSTEM | $2,488 | $2,488 | $0 | |
| SONIC WALL & MICROSOFT 0365 | $2,504 | $2,504 | $0 | |
| PATIO FURNITURE (TABLE & 4 CHAIRS) | $3,034 | $1,972 | $1,062 | $1,062 |
| LAND - 70 FRONT | $69,500 | $0 | $69,500 | $69,500 |
| LEASEHOLD IMPROVEMENTS | $219,906 | $219,906 | $0 | |
| LEASEHOLD IMPROVEMENTS | $23,851 | $23,851 | $0 | |
| BOARD ROOM IMPROVEMENTS | $4,477 | $4,477 | $0 | |
| HVAC SYSTEM | $3,010 | $3,010 | $0 | |
| IMPROVEMENT - FRONT STAIRS | $1,840 | $1,840 | $0 | |
| IMPROVEMENT - 1ST FLOOR | $13,150 | $13,150 | $0 | |
| IMPROVEMENT - 1ST FLOOR OFFICES | $18,100 | $18,100 | $0 | |
| FRONT PORCH ROOF | $9,657 | $9,657 | $0 | |
| THERMOSTAT INSTALLATION | $1,947 | $1,947 | $0 | |
| CONCRETE SIDEWALK | $4,768 | $4,768 | $0 | |
| BACK SIDEWALK | $1,550 | $1,550 | $0 | |
| ROOF REPLACEMENT | $11,267 | $11,267 | $0 | |
| PAINTING BUILDING | $77,950 | $77,950 | $0 | |
| LANDSCAPING | $5,065 | $4,449 | $616 | $616 |
| PORCH RECONSTUCTION | $27,700 | $24,933 | $2,767 | $2,767 |
| ATTIC INSULATION | $3,600 | $3,200 | $400 | $400 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $3,468 | LegalFeesAmt |
| Net Investment Income | $867 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,601 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (14 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $34 | $34 | $0 |
| BOARD FUNCTIONS | $21,420 | $2,142 | $19,278 |
| BOOKS/SUBSCRIPTIONS | $1,560 | $0 | $1,560 |
| CLEANING | $5,527 | $553 | $4,974 |
| COMPUTER EXPENSE | $4,402 | $440 | $3,962 |
| DUES & SUBS | $1,054 | $105 | $949 |
| INSURANCE GENERAL | $8,881 | $888 | $7,993 |
| MISCELLANEOUS | $1,415 | $0 | $1,415 |
| OFFICE FURNITURE | $263 | $26 | $237 |
| OFFICE SUPPLIES | $2,978 | $298 | $2,680 |
| PARKING | $161 | $16 | $145 |
| POSTAGE & MAILING | $96 | $10 | $86 |
| RENTAL EXPENSE | $25,734 | $9,496 | $16,238 |
| TELEPHONE | $6,748 | $675 | $6,073 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC INCOME | Desc |
| Revenue And Expenses Per Books | $96 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $96 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $96 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN ON INVESTMENT | $1,529,970 |
| RETURN OF GRANTS NOT USED | $47,486 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY DEPOSITS | Desc |
| BOY Book Value | $600 | BOYBookValueAmt |
| EOY Book Value | $600 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL SERVICE FEES | $1,742 | $151 | $1,591 |
| INVESTMENT FEES | $57,299 | $57,299 | $0 |
| CONSULTING FEES | $34,219 | $34,219 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $855 | $855 | $0 |
| PAYROLL TAX | $17,336 | $1,503 | $15,833 |
| NY LLC FEES | $25 | $0 | $25 |
| NY FILING FEES | $750 | $0 | $750 |
| FEDERAL EXCISE TAX | $20,000 | $0 | $0 |
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