STEWART W & WILLMA C HOYT FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- STEWART W & WILLMA C HOYT FOUNDATION INC (EIN 22-3209342)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-08-11
- IRS object ID
- 202332239349100203
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-08-11T08:59:51-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 53 CHENANGO STREET | AddressLine1Txt |
| City | BINGHAMTON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | 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 | 2023-08-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CATHERINE | PersonFirstNm |
| Person Last | SCHWOEFFERMANN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| 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 | 2023-08-02 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $21,459,009 | 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 | $367,797 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $367,797 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $13,200 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $13,200 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | -$53,352 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $974,858 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,584,187 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $974,858 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,355,855 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,355,855 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $164,078 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $9,845 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $154,233 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $63,149 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $8,847 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $54,302 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $4,066 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $773 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $3,293 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $12,408 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $3,102 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $9,306 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,850 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,540 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,310 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $105,021 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $103,665 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,356 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $44,353 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,556 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $15,797 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $29,389 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $9,943 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $3,239 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $324 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,915 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $361 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $361 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $81,131 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $16,476 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $64,655 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $516,045 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $159,071 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $311,528 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $797,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $797,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,313,545 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $159,071 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,109,028 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $42,310 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,196,784 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $88,380 | CashBOYAmt |
| Cash EOY | $89,364 | CashEOYAmt |
| Cash EOYFMV | $89,364 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,142,933 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,854,966 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,854,966 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $23,243,650 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $19,171,616 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $19,171,616 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $993,337 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $650,274 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $348,151 | LandBOYAmt |
| Land EOY | $343,063 | LandEOYAmt |
| Land EOYFMV | $343,063 | LandEOYFMVAmt |
| Total Assets BOY | $25,823,114 | TotalAssetsBOYAmt |
| Total Assets EOY | $21,459,009 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $21,459,009 | 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 | $25,822,514 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $21,458,409 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $25,822,514 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $21,458,409 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $25,823,114 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $21,459,009 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $25,822,514 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $42,310 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $25,864,824 | SubtotalAmt |
| Other Decreases | $4,406,415 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $21,458,409 | 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 | 2022-12-31 | $555,483 | $333,034 | $222,449 | $222,449 |
| DEROY & DEVEREAUX INVESTMENTS | P | 2022-01-01 | 2022-12-31 | $198,891 | $208,223 | -$9,332 | -$9,332 |
| DEROY & DEVEREAUX INVESTMENTS | P | 2020-01-01 | 2022-12-31 | $741,219 | $597,364 | $143,855 | $143,855 |
| VANGUARD INVESTMENTS | P | 2020-01-01 | 2022-12-31 | $1,750,187 | $1,470,708 | $279,479 | $279,479 |
| CAPITAL GAINS DIVIDENDS | P | $338,407 | $338,407 | $338,407 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $974,858 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $16,635 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $16,635 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $16,635 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $22,671 | 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 | $22,671 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $4 | EsPenaltyAmt |
| Overpayment | $6,032 | OverpaymentAmt |
| Applied To ES Tax | $6,032 | 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 | $139,255 | $24,823 | $0 |
| MARENA GONZ | ||||||||
| 70 FRONT STREET | BINGHAMTON | NY | 13905 | VICE-CHAIR | 2.00 | $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 | CHAIR | 3.00 | $0 | $0 | $0 |
| JEFFERY SMITH | ||||||||
| 70 FRONT STREET | BINGHAMTON | NY | 13905 | SECRETARY-TREASURER | 2.00 | $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 | $20,663,346 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,736,807 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $125,311 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $22,525,464 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $22,525,464 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $337,882 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $22,187,582 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,109,379 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,109,379 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $16,635 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $16,635 | TotalTaxAmt |
| Distributable Before Adj | $1,092,744 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,092,744 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,092,744 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,109,028 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,109,028 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,092,744 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $14,394 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,109,028 | QualifyingDistributionsAmt |
| Applied To Year1 | $14,394 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,092,744 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,890 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,890 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,890 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $1,890 | ExcessFromCurrentYearAmt |
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 (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BROOME COMMUNITY COLLEGE FOUNDATION | |||||||
| PO BOX 1017 | BINGHAMTON | NY | 13901 | NONE | PC | GRANTS-IN-AID PRGRAM. | $25,000 |
| BROOME COUNTY ARTS COUNCIL | |||||||
| PO BOX 5562 | ENDICOTT | NY | 13760 | NONE | PC | TOWARD AN ANNUAL ARTS GUIDE. | $40,000 |
| BROOME COUNTY ARTS COUNCIL | |||||||
| PO BOX 5562 | ENDICOTT | NY | 13760 | NONE | PC | TOWARD 2022 UNITED CULTURAL FUND CAMPAIGN. | $50,000 |
| BROOME COUNTY ARTS COUNCIL | |||||||
| PO BOX 5562 | ENDICOTT | NY | 13760 | NONE | PC | TO PURCHASE QUALITY PAPER FOR THE ARTS GUIDE. | $5,000 |
| BROOME COUNTY COUNCIL OF CHURCHES | |||||||
| 3 OSTENINGO STREET | BINGHAMTON | NY | 13903 | NONE | PC | UNIQUE MARKETING STRAGEGIES FOR THE GREATER GOOD GROCERY STORE. | $50,000 |
| NEW YORK COUNCIL OF NONPROFITS | |||||||
| 272 BROADWAY | ALBANY | NY | 12204 | NONE | PC | TO WORK WITH THE BUNDY MUSEUM OF HISTORY & ART ON THE ORGANIZATIONAL DEVELOPMENT AND CAPACITY BUILDING. | $10,000 |
| CORNELL COOPERATIVE EXTENSION | |||||||
| 840 UPPER FRONT STREET | BINGHAMTON | NY | 13905 | NONE | PC | FOR FACILITY UPGRADES AND SAFETY REPAIRS FOR CUTLER BOTANIC GARDEN. | $197,000 |
| EARLVILLE OPERA HOUSE | |||||||
| 18 EAST MAIN STREET | EARLVILLE | NY | 13332 | NONE | PC | DECENTRALIZATION CULTURAL RE-GRANT PROGRAM FOR BROOME COUNTY 2020-2022. | $18,500 |
| ENDWELL LEAGUE OF COMMUNITY ACTION | |||||||
| PO BOX 8503 | ENDICOTT | NY | 13760 | NONE | PC | TO PURCHASE NEW COATS FOR THE UNDER-PRIVILEGED CHILDREN FROM THE MAINE ENDWELL CSD. | $3,500 |
| FRIENDS OF KIRKWOOD COMMUNITY | |||||||
| PO BOX 22 | KIRKWOOD | NY | 13795 | NONE | PC | TOWARDS AN ALL-INCLUSIVE HANDICAP ACCESSIBLE PLAYGROUND IN KIRKWOOD VETERANS RIVER PARK, IN THE TOWN OF KIRKWOOD. | $55,000 |
| MEALS ON WHEELS OF WESTERN BROOME | |||||||
| 705 W MAIN STREET | ENDICOTT | NY | 13760 | NONE | PC | FOR THE KITCHEN MODERNIZATION PROJECT. | $40,000 |
| MERCY HOUSE OF THE SOUTHERN TIER | |||||||
| 212 MCKINLEY AVENUE | ENDICOTT | NY | 13760 | NONE | PC | FOR THE EXPANSION AND RENOVATION OF THE KITCHEN TO ACCOMMODATE THE NEEDS OF THE RESIDENTS. | $100,000 |
| NEW YORK COUNCIL OF NONPROFITS | |||||||
| 272 BROADWAY | ALBANY | NY | 12204 | NONE | PC | SOUTHERN TIER CAPACITY BUILDING PROGRAM. | $15,000 |
| ROBERSON MUSEUM & SCIENCE CENTER | |||||||
| 30 FRONT STREET | BINGHAMTON | NY | 13905 | NONE | PC | TO FUND CRITICAL UPDATES TO THE ROBERSON MANSION. | $75,000 |
| ROBERSON MUSEUM & SCIENCE CENTER | |||||||
| 30 FRONT STREET | BINGHAMTON | NY | 13905 | NONE | PC | TO PURCHASE A NEW RAKU FRONT-LOADING KILN, HOST A WEEKEND WORKSHOP. | $10,000 |
| SOUTHERN TIER ZOOLOGICAL SOCIETY | |||||||
| 185 PARK AVENUE | BINGHAMTON | NY | 13903 | NONE | PC | FOR A NEW INITIATIVE CALLED THE NATURE PLAY AND LEARNING INITIATIVE. | $103,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $797,500 | 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 | 13905 | NONE | PC | TO ESTABLISH A PART-TIME POSITION FOR AN IMMIGRATION/REFUGEE ATTORNEY ($50,000 PER YEAR, FOR THREE YEARS). | $100,000 |
| BROOME COMMUNITY COLLEGE FOUNDATION | |||||||
| PO BOX 1017 | BINGHAMTON | NY | 13901 | NONE | PC | GRANTS-IN-AID PRGRAM. | $25,000 |
| BROOME COUNTY ARTS COUNCIL | |||||||
| PO BOX 5562 | ENDICOTT | NY | 13760 | NONE | PC | TOWARD AN ANNUAL ARTS GUIDE. | $40,000 |
| BROOME COUNTY ARTS COUNCIL | |||||||
| PO BOX 5562 | ENDICOTT | NY | 13760 | NONE | PC | FOR 2023 UNITED CULTURAL FUND CAMPAIGN, FOR WHICH FUNDS ARE ANNUALLY DISPERSED TO MAJOR ARTS ORGANIZATIONS & ARTS PROJECTS IN BC. | $100,000 |
| EARLVILLE OPERA HOUSE | |||||||
| 18 EAST MAIN STREET | EARLVILLE | NY | 13332 | NONE | PC | DECENTRALIZATION CULTURAL RE-GRANT PROGRAM FOR BROOME COUNTY 2020-2022. | $55,500 |
| FRIENDS OF KIRKWOOD COMMUNITY | |||||||
| PO BOX 22 | KIRKWOOD | NY | 13795 | NONE | PC | TOWARDS AN ALL-INCLUSIVE HANDICAP ACCESSIBLE PLAYGROUND IN KIRKWOOD VETERANS RIVER PARK, IN THE TOWN OF KIRKWOOD. | $49,000 |
| NEW YORK COUNCIL OF NONPROFITS | |||||||
| 272 BROADWAY | ALBANY | NY | 12204 | NONE | PC | FOR 2022 SOUTHERN TIER CAPACITY BUILDING PROGRAM. | $30,000 |
| ROBERSON MUSEUM & SCIENCE CENTER | |||||||
| 30 FRONT STREET | BINGHAMTON | NY | 13905 | NONE | PC | FUNDS TOWARD THE CRITICAL UPDATES TO THE ROBERSON MANSION. | $75,000 |
| SAMARITAN COUNSELING CENTER | |||||||
| 3001 EAST MAIN STREET | ENDICOTT | NY | 13760 | NONE | PC | FOR FACILITY ENHANCEMENTS TO THE MAIN STREET BUILDING AND TO RENOVATE THE HOUSE LOCATED AT 2 SOUTH KNIGHT. | $150,000 |
| VESTAL HISTORICAL SOCIETYVESTAL MUSEUM | |||||||
| 605 VESTAL PKWY WEST | VESTAL | NY | 13850 | NONE | PC | FOR THE PHYSICAL MOVE OF THE VESTAL MUSEUM TO THE VESTAL RAIL TRAIL. | $35,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $659,500 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $367,797 | ExclusionAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | -$53,352 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $974,858 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,289,303 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,289,303 | 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 | $8,850 | Amt |
| Net Investment Income | $3,540 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,310 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (16 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| VANGUARD ETF MID CAP | FMV | $57,945 | $57,945 |
| VANGUARD INTERNATIONAL EXPLORE | FMV | $146,441 | $146,441 |
| VANGUARD HIGH YIELD | FMV | $19,865 | $19,865 |
| CALAMOS GROWTH | FMV | $756,330 | $756,330 |
| TIFF MULTI ASSET FUND | FMV | $1,121,404 | $1,121,404 |
| VANGUARD PRIMECAP CORE | FMV | $1,631,326 | $1,631,326 |
| VANGUARD ST INV GR BONDS | FMV | $2,520,157 | $2,520,157 |
| VANGUARD INTER-MED BONDS | FMV | $1,335,089 | $1,335,089 |
| DEROY & DEV | FMV | $2,738,379 | $2,738,379 |
| VANGUARD ETF MEGA CAP | FMV | $111,166 | $111,166 |
| HAHN MID-CAP MANAGEMENT | FMV | $2,975,059 | $2,975,059 |
| VANGUARD STAR FUND | FMV | $2,421,036 | $2,421,036 |
| VANGUARD ETF SMALL CAP | FMV | $300,038 | $300,038 |
| BROADSTONE REIT | FMV | $778,842 | $778,842 |
| VANGUARD ULTRA SHORT BOND COST | FMV | $1,996,238 | $1,996,238 |
| ARTISAN INTL SMALL MID CAP | FMV | $262,301 | $262,301 |
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 | $4,075 | $1,702 | $1,702 |
| ELECTRIC PANEL | $2,700 | $1,800 | $900 | $900 |
| LIGHTING UPGRADE | $1,847 | $1,726 | $121 | $121 |
| BRICK REPOINTING | $2,150 | $1,613 | $537 | $537 |
| LANDSCAPING - REAR | $3,100 | $2,299 | $801 | $801 |
| CHIMNEY REBUILD | $3,750 | $1,688 | $2,062 | $2,062 |
| AC UNIT - LOWER LEVEL | $3,724 | $2,388 | $1,336 | $1,336 |
| HAIRSTATION COUNTERTOPS (5) | $4,165 | $2,570 | $1,595 | $1,595 |
| SOLAR ARRAY | $77,499 | $20,990 | $56,509 | $56,509 |
| DRIVEWAY & PARKING LOT | $125,549 | $34,002 | $91,547 | $91,547 |
| WOOD FENCE & GUARD RAIL | $10,310 | $10,310 | $0 | |
| PARKING LOT SIGNS | $1,604 | $1,604 | $0 | |
| PORCH REBUILD | $5,246 | $2,318 | $2,928 | $2,928 |
| PORCH FLOORS | $2,200 | $1,943 | $257 | $257 |
| CEILING REPLACE | $5,205 | $2,430 | $2,775 | $2,775 |
| HEATING & COOLING SYSTEM | $7,650 | $1,966 | $5,684 | $5,684 |
| BUILDING RENOVATION | $13,325 | $4,553 | $8,772 | $8,772 |
| BUILDING RENOVATION | $12,800 | $8,747 | $4,053 | $4,053 |
| HEATING & COOLING SYSTEM - CONFERENCE ROOM | $3,850 | $804 | $3,046 | $3,046 |
| CHAIN LINK FENCE | $7,400 | $1,850 | $5,550 | $5,550 |
| BATHROOM RENOVATIONS-ALDO'S | $4,900 | $525 | $4,375 | $4,375 |
| DUCTLESS HEAT/COOL UNIT-OFFICE | $8,100 | $169 | $7,931 | $7,931 |
| DUCTLESS HEAT/COOL UNIT | $6,800 | $142 | $6,658 | $6,658 |
| SECURITY SYSTEM | $4,500 | $54 | $4,446 | $4,446 |
| BUILDING - 70 FRONT | $112,152 | $60,051 | $52,101 | $52,101 |
| 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 | $1,365 | $1,669 | $1,669 |
| 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 | $4,111 | $954 | $954 |
| PORCH RECONSTUCTION | $27,700 | $23,086 | $4,614 | $4,614 |
| ATTIC INSULATION | $3,600 | $2,960 | $640 | $640 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $12,408 | LegalFeesAmt |
| Net Investment Income | $3,102 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $9,306 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENT | Desc |
| Amt | $4,406,415 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (14 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $114 | $114 | $0 |
| BOARD FUNCTIONS | $14,578 | $1,458 | $13,120 |
| BOOKS/SUBSCRIPTIONS | $1,563 | $0 | $1,563 |
| CLEANING | $5,300 | $530 | $4,770 |
| COMPUTER EXPENSE | $2,952 | $295 | $2,657 |
| DUES & SUBS | $5,891 | $589 | $5,302 |
| INSURANCE GENERAL | $7,559 | $756 | $6,803 |
| MISCELLANEOUS | $1,245 | $0 | $1,245 |
| OFFICE FURNITURE | $1,256 | $126 | $1,130 |
| OFFICE SUPPLIES | $2,011 | $201 | $1,810 |
| PARKING | $652 | $65 | $587 |
| POSTAGE & MAILING | $337 | $34 | $303 |
| RENTAL EXPENSE | $31,989 | $11,740 | $20,249 |
| TELEPHONE | $5,684 | $568 | $5,116 |
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 | $1,482 | $126 | $1,356 |
| INVESTMENT FEES | $64,978 | $64,978 | $0 |
| CONSULTING FEES | $38,561 | $38,561 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $1,161 | $1,161 | $0 |
| PAYROLL TAX | $16,417 | $1,395 | $15,022 |
| NY LLC FEES | $25 | $0 | $25 |
| NY FILING FEES | $750 | $0 | $750 |
| FEDERAL EXCISE TAX | $26,000 | $0 | $0 |
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