STEWART W & WILLMA C HOYT FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- STEWART W & WILLMA C HOYT FOUNDATION INC (EIN 22-3209342)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-08-08
- IRS object ID
- 202222209349100712
- Schema version
- 2021v4.2
- 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
- Gain Loss Sale Other Assets Sch
- 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 | 2022-08-08T08:38:48-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | 2022-08-02 | 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 |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TERA A STANTON CPA | PreparerPersonNm |
| PTIN | P01243815 | PTIN |
| Phone | 6077225386 | PhoneNum |
| Preparation | 2022-08-02 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $25,823,114 | 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 | $441,639 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $441,639 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $13,200 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $13,200 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | -$44,135 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $1,303,975 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,803,983 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,303,975 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $624 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $624 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,759,438 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,759,438 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $149,803 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $8,958 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $140,845 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $55,606 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $8,165 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $47,441 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $3,948 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $790 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $3,158 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $5,385 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,346 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $4,039 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $11,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,480 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,720 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $104,631 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $103,298 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,333 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $20,428 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,240 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $14,188 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $31,433 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $10,409 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $6,084 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $608 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $5,476 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $225 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $225 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $73,341 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $14,449 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $58,892 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $462,084 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $155,743 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $282,317 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $928,852 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $928,852 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,390,936 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $155,743 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,211,169 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $368,502 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,603,695 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $261,579 | CashBOYAmt |
| Cash EOY | $88,380 | CashEOYAmt |
| Cash EOYFMV | $88,380 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,910,561 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,142,933 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,142,933 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $19,311,962 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $23,243,650 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $23,243,650 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $969,036 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $620,885 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $379,584 | LandBOYAmt |
| Land EOY | $348,151 | LandEOYAmt |
| Land EOYFMV | $348,151 | LandEOYFMVAmt |
| Total Assets BOY | $23,863,686 | TotalAssetsBOYAmt |
| Total Assets EOY | $25,823,114 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $25,823,114 | 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 | $23,863,086 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $25,822,514 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $23,863,086 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $25,822,514 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $23,863,686 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $25,823,114 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $23,863,086 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $368,502 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,590,926 | OtherIncreasesAmt |
| Subtotal | $25,822,514 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $25,822,514 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| VANGUARD INVESTMENTS | P | 2017-01-01 | 2021-12-31 | $633,424 | $388,022 | $245,402 | $245,402 |
| HAHN INVESTMENTS | P | 2017-01-01 | 2021-12-31 | $313,521 | $154,445 | $159,076 | $159,076 |
| DEROY & DEVEREAUX INVESTMENTS | P | 2021-01-01 | 2021-12-31 | $33,756 | $19,152 | $14,604 | $14,604 |
| BROADSTONE INVESTMENTS | P | 2017-01-01 | 2021-12-31 | $150,263 | $91,785 | $58,478 | $58,478 |
| TIFF INVESTMENTS | P | 2017-01-01 | 2021-12-31 | $200,701 | $162,897 | $37,804 | $37,804 |
| LITMAN GREG INVESTMENTS | P | 2017-01-01 | 2021-12-31 | $372,182 | $306,663 | $65,519 | $65,519 |
| DEROY & DEVEREAUX INVESTMENTS | P | 2017-09-28 | 2021-12-31 | $637,952 | $377,044 | $260,908 | $260,908 |
| CAPITAL GAINS DIVIDENDS | P | $462,184 | $462,184 | $462,184 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,303,975 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $22,291 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $22,291 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $22,291 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $24,962 | 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 | $24,962 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,671 | OverpaymentAmt |
| Applied To ES Tax | $2,671 | 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 (6 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 | $126,582 | $23,221 | $0 |
| MARENA GONZ | ||||||||
| 70 FRONT STREET | BINGHAMTON | NY | 13905 | VICE-CHAIR | 1.00 | $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 |
| GAIL KOVAC | ||||||||
| 70 FRONT STREET | BINGHAMTON | NY | 13905 | SECRETARY/TREASURER | 2.00 | $0 | $0 | $0 |
| JEFFERY SMITH | ||||||||
| 70 FRONT STREET | BINGHAMTON | NY | 13905 | BOARD MEMBER | 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 | $22,259,299 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,894,260 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $126,847 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $25,280,406 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $25,280,406 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $379,206 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $24,901,200 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,245,060 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,245,060 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $22,291 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $22,291 | TotalTaxAmt |
| Distributable Before Adj | $1,222,769 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,222,769 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,222,769 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,211,169 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,211,169 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,222,769 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,794 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,211,169 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,794 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,208,375 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | 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 | $14,394 | 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 (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| VESTAL HISTORICAL SOCIETY - VESTAL MUSEUM | |||||||
| 605 VESTAL PARKWAY WEST | VESTAL | NY | 13850 | NONE | PC | PHYSICAL MOVE OF THE VESTAL MUSEUM TO VESTAL RAIL TRAIL | $35,000 |
| PUNCH OUT PARKINSON'S | |||||||
| 709 CONKLIN ROAD | BINGHAMTON | NY | 13903 | NONE | PC | STRATEGIC PLANNING MANAGEMENT GOVERNANCE INFASTRUCTURE | $10,000 |
| NEW YORK COUNCIL OF NONPROFITS | |||||||
| 272 BROADWAY | ALBANY | NY | 12204 | NONE | PC | SOUTHERN TIER CAPACITY BUILDING PROGRAM | $15,000 |
| LUMA FESTIVAL | |||||||
| 217 WASHINGTON | BINGHAMTON | NY | 13901 | NONE | PC | 2021 FESTIVAL | $10,000 |
| ANIMAL CARE SANCTUARY | |||||||
| 353 SANCUARY HILL LN | EAST SMITHVILLE | PA | 18817 | NONE | PC | HUMANE EDUCATION | $10,000 |
| TRI-CITIES OPERA | |||||||
| 315 CLINTON STREET | BINGHAMTON | NY | 13905 | NONE | PC | OPERA FOR EVERYONE UMBRELLA PROGRAM | $60,000 |
| GOODWILL THEATRE | |||||||
| 67 BROAD STREET SUITE 210 | JOHNSON CITY | NY | 13790 | NONE | PC | FOR MULTI-FACETED AND COLLABORATION PROGRAMMING IN THE SCHORR FAMILY FIREHOUSE THEATER | $15,000 |
| BINGHAMTON PHILHARMONIC ORCHESTRA | |||||||
| 71 STATE STREET | BINGHAMTONN | NY | 13901 | NONE | PC | SUMMER CONCERTS | $60,000 |
| VOLUNTEERS IMPROVING NEIGHBORHOOD ENVIROMENTS | |||||||
| PO BOX 3104 | BINGHAMTON | NY | 13902 | NONE | PC | FOR THREE ITERRELATED CAPACITY-BUILDING PROGRAMS | $31,000 |
| BROOME COMMUNITY COLLEGE FOUNDATION | |||||||
| PO BOX 1017 | BINGHAMTON | NY | 13901 | NONE | PC | GRANTS-IN-AID PROGRAM | $50,000 |
| BROOME COUNTY ARTS COUNCIL | |||||||
| 81 STATE ST STE 501 | BINGHAMTON | NY | 13901 | NONE | PC | ANNUAL BROOME COUNTY ARTS GUIDE | $40,000 |
| BROOME COUNTY ARTS COUNCIL | |||||||
| 81 STATE ST STE 501 | BINGHAMTON | NY | 13901 | NONE | PC | 2020 UNTIED CULTURAL FUND | $50,000 |
| BROOME COUNTY COUNCIL OF CHURCHES | |||||||
| 3 OTSENINGO STREET | BINGHAMTON | NY | 13903 | NONE | PC | CONSTRUCTION MATERIALS | $20,000 |
| CHILDREN'S HOME OF WYOMING CONFERENCE | |||||||
| 1182 CHENANGO ST | BINGHAMTON | NY | 13901 | NONE | PC | RENOVATIONS | $125,840 |
| CLEAR PATH FOR VETERAN'S | |||||||
| 1223 SALT SPRINGS RD | CHITTENANGO | NY | 13037 | NONE | PC | PEER SUPPORT | $70,000 |
| EARLVILLE OPERA HOUSE | |||||||
| 18 EAST MAIN STREET | EARLVILLE | NY | 13332 | NONE | PC | DECENTRALIZATION CULTURAL RE-GRANT PROGRAM FROM BROOME COUNTY 2020-22 | $18,500 |
| PUNCH OUT PARKINSON'S | |||||||
| 709 CONKLIN ROAD | BINGHAMTON | NY | 13903 | NONE | PC | EQUIPMENT, TRAINING & COACHING | $15,000 |
| BROOME COUNTY ARTS COUNCIL | |||||||
| PO BOX 5562 | ENDICOTT | NY | 13760 | NONE | PC | UNITED CULTURAL FUND CAMPAIGN | $50,000 |
| BROOME COUNTY COUNCIL OF CHURCHES | |||||||
| 3 OTSENINGO STREET | BINGHAMTON | NY | 13903 | NONE | PC | CONSTRUCTION MATERIALS FOR THE RAMP IT UP PROGRAM | $13,512 |
| AMERICAN CIVIC ASSOCIATION | |||||||
| FRONT STREET | BINGHAMTON | NY | 13905 | NONE | PC | TO HIRE AN ATTORNEY, WORK WITH NYCON ON POLICIES & AFGHANIS NATION RESETTLEMENTS IN BROOME COUNTY | $70,000 |
| MERCY HOUSE | |||||||
| 212 MCKINLEY AVE | ENDICOTT | NY | 13760 | NONE | PC | RENOVATIONS | $140,000 |
| THE KEYS PROGRAM | |||||||
| 308 SHERRILL RD | SHERRILL | NY | 13461 | NONE | PC | MUSIC THERAPY | $10,000 |
| NY FOLKLORE | |||||||
| 129 JAY ST | SCHENECTADY | NY | 12305 | NONE | PC | FOLK ART EDUCATION SHOWCASE | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $928,852 | 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 |
|---|---|---|---|---|---|---|---|
| BROOME COUNTY ARTS COUNCIL | |||||||
| 81 STATE ST STE 501 | BINGHAMTON | NY | 13901 | NONE | PC | ANNUAL ARTS GUIDE | $80,000 |
| EARLVILLE OPERA HOUSE | |||||||
| 18 EAST MAIN STREET | EARLVILLE | NY | 13332 | NONE | PC | DECENTRALIZING CULTURAL RE-GRANT PROGRAM FOR BROOME COUNTY 2020-2022 | $18,500 |
| NEW YORK COUNCIL OF NONPROFITS | |||||||
| 272 BROADWAY | ALBANY | NY | 12204 | NONE | PC | ENHANCE SOUTHERN TIER CAPACITY BUILDING PROGRAM & WORK WITH BUNDY MUESEUM OF HISTORY | $55,000 |
| BROOME COUNTY ARTS COUNCIL | |||||||
| 81 STATE ST STE 501 | BINGHAMTON | NY | 13901 | NONE | PC | UNITED CULTURAL FUND | $50,000 |
| AMERICAN CIVIC ASSOCIATION | |||||||
| FRONT STREET | BINGHAMTON | NY | 13905 | NONE | PC | LEGAL FEES, NYCON POLICIES & AFGHANIS RESETTLEMENT | $100,000 |
| BROOME COMMUNITY COLLEGE FOUNDATION | |||||||
| PO BOX 1017 | BINGHAMTON | NY | 13901 | NONE | PC | GRANTS IN AID PROGRAM | $50,000 |
| BROOME COUNTY COUNCIL OF CHURCHES | |||||||
| 3 OTSENINGO STREET | BINGHAMTON | NY | 13903 | NONE | PC | MARKETING WORK | $50,000 |
| MERCY HOUSE | |||||||
| 212 MCKINLEY AVE | ENDICOTT | NY | 13760 | NONE | PC | RENOVATIONS | $100,000 |
| ROBERSON MUESEUM & SCIENCE | |||||||
| FRONT STREET | BINGHAMTON | NY | 13905 | NONE | PC | RENOVATIONS | $150,000 |
| VESTAL HISTORICAL SOCIETY - VESTAL MUSEUM | |||||||
| 605 VESTAL PARKWAY WEST | VESTAL | NY | 13902 | NONE | PC | RENOVATIONS | $35,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $688,500 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $441,639 | ExclusionAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | -$44,135 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $624 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,303,975 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,702,103 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,702,103 | 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 | $11,200 | Amt |
| Net Investment Income | $4,480 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,720 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (3 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | BasisBasisAmt | Basis MethodBasisMethodTxt | Sales ExpenseSalesExpenseAmt | Accumulated DepreciationAccumulatedDepreciationAmt |
|---|---|---|---|---|---|---|---|
| COMPUTER | 2008-08 | PURCHASED | 2021-12 | $4,234 | COST | $0 | $4,234 |
| LENOVO DESKTOPS (M71Z) | 2012-06 | PURCHASED | 2021-12 | $3,616 | COST | $0 | $3,616 |
| MACBOOK PRO LAPTOP | 2013-02 | PURCHASED | 2021-12 | $1,629 | COST | $0 | $1,629 |
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 | $62,967 | $62,967 |
| VANGUARD INTERNATIONAL EXPLORE | FMV | $202,143 | $202,143 |
| VANGUARD HIGH YIELD | FMV | $21,844 | $21,844 |
| CALAMOS GROWTH | FMV | $968,538 | $968,538 |
| TIFF MULTI ASSET FUND | FMV | $1,321,879 | $1,321,879 |
| VANGUARD PRIMECAP CORE | FMV | $1,861,568 | $1,861,568 |
| VANGUARD ST INV GR BONDS | FMV | $1,355,310 | $1,355,310 |
| VANGUARD INTER-MED BONDS | FMV | $1,548,490 | $1,548,490 |
| DEROY & DEV | FMV | $3,261,199 | $3,261,199 |
| VANGUARD ETF MEGA CAP | FMV | $112,578 | $112,578 |
| HAHN MID-CAP MANAGEMENT | FMV | $4,231,231 | $4,231,231 |
| VANGUARD STAR FUND | FMV | $4,678,357 | $4,678,357 |
| VANGUARD ETF SMALL CAP | FMV | $331,104 | $331,104 |
| BROADSTONE REIT | FMV | $1,192,527 | $1,192,527 |
| VANGUARD ULTRA SHORT BOND COST | FMV | $1,749,734 | $1,749,734 |
| ARTISAN INTL SMALL MID CAP | FMV | $344,181 | $344,181 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (49 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| EXTERIOR IMPROVEMENTS | $15,640 | $15,640 | $0 | |
| REPLACE ROOF | $10,000 | $9,505 | $495 | $495 |
| NEW OFFICE | $5,244 | $5,244 | $0 | |
| GUTTER SYSTEM | $5,777 | $3,691 | $2,086 | $2,086 |
| ELECTRIC PANEL | $2,700 | $1,620 | $1,080 | $1,080 |
| LIGHTING UPGRADE | $1,847 | $1,541 | $306 | $306 |
| BRICK REPOINTING | $2,150 | $1,398 | $752 | $752 |
| LANDSCAPING-REAR | $3,100 | $1,989 | $1,111 | $1,111 |
| CHIMNEY REBUILD | $3,750 | $1,438 | $2,312 | $2,312 |
| AC UNIT-LOWER LEVEL | $3,724 | $2,016 | $1,708 | $1,708 |
| HAIRSTATION COUNTERTOPS (5) | $4,165 | $2,153 | $2,012 | $2,012 |
| SOLAR ARRAY | $77,499 | $17,116 | $60,383 | $60,383 |
| DRIVEWAY & PARKING LOT | $125,549 | $27,725 | $97,824 | $97,824 |
| WOOD FENCE & GUARD RAIL | $10,310 | $9,108 | $1,202 | $1,202 |
| PARKING LOT SIGNS | $1,604 | $1,418 | $186 | $186 |
| PORCH REBUILD | $5,246 | $1,793 | $3,453 | $3,453 |
| PORCH FLOORS | $2,200 | $1,503 | $697 | $697 |
| CEILING REPLACE | $5,205 | $1,909 | $3,296 | $3,296 |
| HEATING & COOLING SYSTEM | $7,650 | $1,328 | $6,322 | $6,322 |
| BUILDING RENOVATION | $13,325 | $3,220 | $10,105 | $10,105 |
| BUILDING RENOVATION | $12,800 | $6,187 | $6,613 | $6,613 |
| HEATING & COOLING SYSTEM-CONFERENCE ROOM | $3,850 | $481 | $3,369 | $3,369 |
| CHAIN LINK FENCE | $7,400 | $1,110 | $6,290 | $6,290 |
| BUILDING-70 FRONT ST | $112,152 | $57,248 | $54,904 | $54,904 |
| 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 365 | $2,504 | $1,878 | $626 | $626 |
| PATIO FURNITURE (TABLE & 4 CHAIRS) | $3,034 | $759 | $2,275 | $2,275 |
| LEASEHOLD IMPROVEMENT | $219,906 | $219,906 | $0 | |
| LEASEHOLD IMPROVEMENT | $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 | $1,503 | $47 | $47 |
| ROOF REPLACEMENT | $11,266 | $10,702 | $564 | $564 |
| PAINTING BUILDING | $77,950 | $77,950 | $0 | |
| LANDSCAPING | $5,065 | $3,773 | $1,292 | $1,292 |
| PORCH RECONSTRUCTION | $27,700 | $21,239 | $6,461 | $6,461 |
| ATTIC INSULATION | $3,600 | $2,720 | $880 | $880 |
| LAND-70 FRONT ST | $69,500 | $0 | $69,500 | $69,500 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $5,385 | LegalFeesAmt |
| Net Investment Income | $1,346 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,039 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (15 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $17 | $17 | $0 |
| BOARD FUNCTIONS | $4,145 | $415 | $3,730 |
| BOOKS/SUBSCRIPTIONS | $1,387 | $0 | $1,387 |
| CLEANING | $4,482 | $448 | $4,034 |
| COMPUTER EXPENSE | $4,329 | $433 | $3,896 |
| DUES & SUBS | $5,776 | $578 | $5,198 |
| INSURANCE GENERAL | $7,493 | $749 | $6,744 |
| MISCELLANEOUS | $2,057 | $0 | $2,057 |
| OFFICE FURNITURE | $6,261 | $626 | $5,635 |
| OFFICE SUPPLIES | $2,737 | $274 | $2,463 |
| PARKING | $858 | $86 | $772 |
| POSTAGE & MAILING | $334 | $33 | $301 |
| RENTAL EXPENSE | $27,880 | $10,232 | $17,648 |
| TELEPHONE | $5,576 | $558 | $5,018 |
| PUBLIC NOTICES | $9 | $0 | $9 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Revenue And Expenses Per Books | $624 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $624 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $624 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENT | Desc |
| Amt | $1,590,926 | Amt |
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 | $1,459 | $126 | $1,333 |
| INVESTMENT FEES | $66,384 | $66,384 | $0 |
| CONSULTING FEES | $36,788 | $36,788 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $1,972 | $1,972 | $0 |
| PAYROLL TAX | $14,681 | $1,268 | $13,413 |
| NY LLC FEES | $25 | $0 | $25 |
| NY FILING FEES | $750 | $0 | $750 |
| FEDERAL EXCISE TAX | $3,000 | $0 | $0 |
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