JAMES AND BRENDA HOYT FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- JAMES AND BRENDA HOYT FOUNDATION (EIN 65-0754834)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-14
- IRS object ID
- 202343189349105064
- 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
- Schedule B
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-14T16:26:15-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 381335762 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COOLEY HEHL SABO & CALKINS PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 SOUTH MONROE | AddressLine1Txt |
| City | MONROE | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48161 | 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 | 650754834 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES AND BRENDA HOYT FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JAME | BusinessNameControlTxt |
| Phone | 9413508808 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1819 MAIN ST SUITE 610 | AddressLine1Txt |
| City | SARASOTA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34236 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES HOYT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7342417200 | PhoneNum |
| Signature | 2023-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JAMES | PersonFirstNm |
| Person Last | HOYT | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NICKLAUS W CALKINS | PreparerPersonNm |
| PTIN | P00186342 | PTIN |
| Phone | 7342417200 | PhoneNum |
| Preparation | 2023-11-14 | PreparationDt |
| 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 | $13,307,040 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $5,000,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $820 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $820 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $264,992 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $264,992 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$388,168 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,191,865 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $322 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $322 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,877,966 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $266,134 | TotalNetInvstIncmAmt |
| Taxes Rev And Expnss | $9,125 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $9,125 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $50,580 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $50,580 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $59,705 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $59,705 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $527,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $527,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $587,205 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $59,705 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $527,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,290,761 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $206,429 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $181,740 | CashBOYAmt |
| Cash EOY | $176,051 | CashEOYAmt |
| Cash EOYFMV | $176,051 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $196,438 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,395,044 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,395,044 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $10,055,652 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,720,726 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,720,726 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $7,282 | OtherAssetsBOYAmt |
| Other Assets EOY | $15,219 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $15,219 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $10,441,112 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,307,040 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,307,040 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $10,441,112 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $13,307,040 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,441,112 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,307,040 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,441,112 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $13,307,040 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,441,112 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,290,761 | ExcessRevenueOverExpensesAmt |
| Subtotal | $14,731,873 | SubtotalAmt |
| Other Decreases | $1,424,833 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $13,307,040 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,869 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,869 | SubtotalAmt |
| Tax Based On Investment Income | $2,869 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $135 | EsPenaltyAmt |
| Tax Due | $3,004 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | SAM D NORTON | IndividualWithBooksNm |
| Phone | 9419544691 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1819 MAIN ST SUITE 610 | AddressLine1Txt |
| City | SARASOTA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34236 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| JAMES HOYT | ||||||||
| 1410 HILLIVIEW DRIVE | SARASOTA | FL | 34239 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| CARRIE L HOYT | ||||||||
| 1410 HILLVIEW DR | SARASOTA | FL | 34239 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| SAM D NORTON | ||||||||
| 1819 MAIN ST SUITE 610 | SARASOTA | FL | 34236 | SECREATRY/TR | 000.00 | $0 | $0 | $0 |
| JAMES L HOYT | ||||||||
| 4202 DUNBAR RD | MONROE | MI | 48161 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,980,479 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $630,774 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,611,253 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $9,611,253 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $144,169 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,467,084 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $473,354 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $473,354 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,869 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,869 | TotalTaxAmt |
| Distributable Before Adj | $470,485 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $470,485 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $470,485 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $527,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $527,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $470,485 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $2,548,854 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $4,890,308 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $9,430,261 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $4,149 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $16,873,572 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $527,500 | QualifyingDistributionsAmt |
| Applied To Current Year | $470,485 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $57,015 | RemainingDistriFromCorpusAmt |
| Total Corpus | $16,930,587 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $2,548,854 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $14,381,733 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $4,890,308 | ExcessFromYear4Amt |
| Excess From Year3 | $9,430,261 | ExcessFromYear3Amt |
| Excess From Year2 | $4,149 | ExcessFromYear2Amt |
| Excess From Current Year | $57,015 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| HUMANE SOCIETY OF SARASOTA | |||||
| 2331 15TH ST | SARASOTA | FL | 34237 | PUBLIC BENEFIT | $10,000 |
| OPERATION PATRIOT SUPPORT | |||||
| 1819 MAIN ST | SARASOTA | FL | 34236 | HUMAN SERVICES | $20,000 |
| HUMANE SOCIET OF MONROE | |||||
| 833 N TELEGRAPH | MONROE | MI | 48162 | PUBLIC BENEFIT | $10,000 |
| ALL FAITHS FOOD BANK | |||||
| 8171 BLAIKIE CT | SARASOTA | FL | 34240 | HUMAN SERVICES | $35,000 |
| BRAVE HEARTS ESTATE | |||||
| 22645 PONTIAC TRAIL | SOUTH LYON | MI | 48178 | HUMAN SERVICES | $10,000 |
| BRIAN BILL FOUNDATION | |||||
| P O BOX 76208 | ST PETERSBURG | FL | 33734 | HUMAN SERVICES | $10,000 |
| K9S FOR WARRIORS | |||||
| 114 CAMP K9 RD | PONTE VEDRAW | FL | 32081 | HUMAN SERVICES | $10,000 |
| MSU CVM | |||||
| 784 WILSON RD ROOM G-100 | EAST LANSING | MI | 48824 | PUBLIC BENEFIT | $200,000 |
| SOUTHEASTERN GUIDE DOGS | |||||
| 4210 77TH ST E | PALMETTO | FL | 34221 | PUBLIC BENEFIT | $10,000 |
| UF COLLEGE VETERINARY MEDICINE | |||||
| 2015 SW 16TH AVE | GAINESVILLE | FL | 32608 | PUBLIC BENEFIT | $200,000 |
| VALOR SERVICE DOGS | |||||
| 15006 MCGRADY RD | WILMAUMA | FL | 33598 | HUMAN SERVICES | $10,000 |
| BREANNA'S RIDE | |||||
| P O BOX 66 | ALASON | MI | 49706 | HUMAN SERVICES | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $527,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $820 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $264,992 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $322 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$388,168 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$122,034 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$122,034 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | JAMES HOYT | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1410 HILLVIEW DR | AddressLine1Txt |
| City | SARASOTA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34239 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $5,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|
| SEE ATTACHED | PURCHASE | $507,876 | $646,157 | -$138,281 |
| SEE ATTACHED | PURCHASE | $1,683,989 | $1,933,876 | -$249,887 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EQUITY SECURITIES | $5,652,771 | $5,652,771 |
| FIXED INCOME SECURITIES | $2,837,640 | $2,837,640 |
| REAL ESTATE FUNDS | $539,055 | $539,055 |
| COMMODITIES | $691,260 | $691,260 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED DIVIDENDS | Desc |
| BOY Book Value | $7,282 | BOYBookValueAmt |
| EOY Book Value | $15,219 | EOYBookValueAmt |
| EOYFMV | $15,219 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSSES | Desc |
| Amt | $1,424,833 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| CT CORPORATION | $511 | $511 |
| STATE OF FLORIDA | ||
| INVESTMENT EXPENSES | $50,051 | $50,051 |
| SALE OF ASSET FEE | $18 | $18 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenue And Expenses Per Books | $322 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $322 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX W/H ON DIVIDENDS | $5,625 | $5,625 |
| TAXES | $3,500 | $3,500 |
Comments