2017-06-12T08:40:18-07:00 2016-12-31 Sbarra & Company CPAS PC 1701 N St Bdg 40-2 Ste J34 Endicott NY 13760 990PF 2016-01-01 223209342 THE STEWART W & WILLMA C HOYT FOUNDATION INC STEW 6077720780 70 FRONT STREET BINGHAMTON NY 13905 CATHERINE SCHWOEFFERMANN Executive Director 2017-06-12 true THOMAS K SBARRA P00169397 6077547707 2016 2021-01-29 14:40:06Z X 21371335 X X 6182 6182 363567 363567 13200 13200 -35864 934397 5115947 934397 87908 87908 1405254 1405254 138834 13883 124951 43155 13100 30055 2672 1069 1603 3846 962 2884 10100 4040 6060 15724 15724 23259 1769 9490 20992 6579 6089 609 5480 220 220 104922 49265 55657 369813 107000 236400 777605 777605 1147418 107000 1014005 257836 1298254 245863 531193 531193 1334946 3374620 3374620 18845930 17184922 17184922 700341 468035 241658 232306 280600 334096 21002493 21323041 21371335 600 600 600 600 X 21001893 21322441 21001893 21322441 21002493 21323041 21001893 257836 62712 21322441 21322441 VARIOUS SHS HAHN CAPITAL MANAGEMENT LLC P 2016-01-01 2016-01-01 184390 171409 12981 12981 TIFF PARTNERS II P 2016-01-01 2016-04-30 3256 59926 -56670 -56670 41302.403 SHS TIFF MULTI ASSET FUND P 2016-01-01 2016-04-19 603015 622990 -19975 -19975 35288.803 SHS TIFF MULTI ASSET FUND P 2016-01-01 2016-06-16 502513 532283 -29770 -29770 GATOR FINANCIAL PARTNERS P 2016-01-01 2016-12-31 200797 277855 -77058 -77058 22807 SHS VANGUARD MID CAP INDEX FD P 2016-01-01 2017-06-16 2003834 2052925 -49091 -49091 336.938 SHS TIFF ABSOLUTE RETURN POOL P 2016-01-01 2016-12-31 1500000 464162 1035838 1035838 Capital Gain Dividends 118142 934397 false 1087225 21553129 0.05044 1042890 22166495 0.04705 559893 21004616 0.02666 488091 19207932 0.02541 557233 18948779 0.02941 0.178966 0.035793 20013102 716329 12983 729312 1021524 X 12983 12983 12983 28024 28024 X 15041 15041 false false false false false false false false true true NY true false false true false true www.hoytfoundation.org THE HOYT FOUNDATION INC 6077720780 70 FRONT STREET Binghamton NY 13905 false false false false true false false false false false false false false false false false false false false false false false false false false false MICHAEL J GAVIN 70 FRONT STREET BINGHAMTON NY 13905 BOARD MEMBER 1.00 0 LOUISE DONOHUE 70 FRONT STREET BINGHAMTON NY 13905 BOARD MEMBER 1.00 0 GAIL KOVAC 70 FRONT STREET BINGHAMTON NY 13905 BOARD MEMBER 1.00 0 MARENA GONZ 70 FRONT STREET BINGHAMTON NY 13905 CHAIR 3.00 0 JEFFERY SMITH 70 FRONT STREET BINHAMTON NY 13905 VICE-CHAIR 1.00 0 CATHERINE SCHWOEFFERMANN 70 FRONT STREET BINGHAMTON NY 13905 Executive Direc 50.00 110600 28234 AUBREY CLARK 70 FRONT STREET BINGHAMTON NY 13905 BOARD MEMBER 1.00 0 GARY DAVID REIN 70 FRONT ST BINGHAMTON NY 13905 SECRETARY-TREAS 2.00 0 NONE NONE 19800958 417732 99180 20317870 0 20317870 304768 20013102 1000655 1000655 12983 12983 987672 987672 987672 1014005 7519 1021524 12983 1008541 987672 3110 1021524 3110 0 987672 30742 30742 0 30742 30742 CATHERINE SCHWOEFFERMANN EXEC DIREC 70 FRONT STREET BINGHAMTON NY 13905 6077720780 SEE APPLICATION FORM ON FOUNDATION WEBSITE AT WWW.HOYFOUNDATION.ORG. ALSO SEE VARIOUS GUIDELINES, CHECKLISTS AND INSTRUCTIONS ATTACHED. SEE ATTACHED APPLICATION INSTRUCTIONS SEE ATTACHED APPLICATION INSTRUCTIONS SEE SCHEDULE ATTACHED FRONT ST BINGHAMTON NY 13905 N/A VARIOUS 777605 777605 SEE ATTACHED SCHEDULE FRONT ST BINGHAMTON NY 13905 N/A VARIOUS 558800 558800 14 6182 14 363567 16 -35864 18 934397 INC IN CASH SURR VAL INS 14 83792 OTHER INCOME 1 4116 1356190 1356190 false false false false false false false false false false ACCOUNTING FEES 10100 4040 0 6060 70 FRONT BUILDING 2001-07-18 112152 40424 SL 40.0000 2804 993 IMPROVEMENT-FRONT STEPS 2004-08-15 1840 1404 SL 15.0000 123 44 NEW OFFICES ON 1ST FLOOR 2006-06-30 18100 11466 SL 15.0000 1207 121 REPLACE PORCH ROOF 2006-06-30 9657 6118 SL 15.0000 644 228 THERMOSTAT INSTALLATION 2006-12-27 1947 1755 SL 10.0000 192 68 CONCRETE SIDEWALK 2006-08-18 4768 2968 SL 15.0000 318 113 BACK SIDE WALK 2007-06-04 1550 884 SL 15.0000 103 36 REPLACE ROOF 2007-09-20 10000 5503 SL 15.0000 667 236 REPLACE ROOF 2007-09-20 11267 6196 SL 15.0000 751 266 IMPROVEMENT NEW OFFICE 2008-09-11 5244 3843 SL 10.0000 524 52 PAINTING BLDG 2010-10-31 77950 40274 SL 10.0000 7795 2759 LANDSCAPING 2010-11-01 5065 1746 SL 15.0000 338 120 PORCH RECONSTRUCTION 2010-07-01 27700 10158 SL 15.0000 1847 654 INSULATION IN ATTIC 2010-09-01 3600 1280 SL 15.0000 240 85 ALARM SYSTEM 2011-05-01 1878 1754 SL 5.0000 124 44 TELEPHONE SYSTEM 2012-01-27 2488 1950 SL 5.0000 498 50 3 LENOVO DESKTOPS M71Z 2012-06-05 3616 2591 SL 5.0000 723 72 GUTTER SYSTEM 2012-06-12 5777 1380 SL 15.0000 385 136 MACBOOK PRO LAPTOP 2013-02-25 1629 1153 SL 4.0000 407 41 ELECTRIC PANEL 2013-01-01 2700 540 SL 15.0000 180 64 LIGHTING UPGRADE 2013-09-05 1847 432 SL 10.0000 185 65 BRICK REPOINTING 2015-06-30 2150 108 SL 10.0000 215 76 LANDSCAPING - REAR HOUSE 2015-08-01 3100 129 SL 10.0000 310 110 CHIMNEYS REBUILT 2016-03-31 3750 SL 15.0000 188 67 LOWER LEVEL AC UNIT 2016-07-25 3724 SL 10.0000 155 55 5 HAIRSTATION COUNTERTOPS 2016-11-01 4165 SL 10.0000 69 24 General Explanation Supplemental Information for Form 990-PF PART VII-A QUESTION 11THE HOYT FOUNDATION IS THE 100% OWNER OF A SINGLE MEMBER LLC BY THE NAME OF, 70 FRONT STREET, LLC. WHICH OWNS THE OFFICE BUILDING OCCUPIED BY HOYT AND OTHERS. SINCE IT IS 100% OWNED IT IS CONSIDERED A DISREGARDED ENTITY FOR TAX REPORTING PURPOSES. THEREFORE, ALL FINANCIAL TRANSACTIONS OF THE LLC ARE INCLUDED IN THE REPORTING OF THE FOUNDATION AFTER APPROPRIATE ELIMINATIONS OF INTERCOMPANY TRANSACTIONS. THERE IS NO DEBT ON THE BUILDING, THEREFORE THERE IS NO DEBT-FINANCED UNRELATED BUSINESS INCOME. TIFF PARTNERS II FMV TIFF MULTI ASSET FUND FMV 1142899 1142899 TIFF SHORT TERM FUND FMV 5713 5713 TIFF ABSOLUTE RETURN POOLS A&B FMV 1268236 1268236 BROADSTONE REIT FMV 1063518 1063518 GATOR FINANCIAL PARTNERS FMV VANGUARD STAR FUND FMV 2566756 2566756 VANGUARD HIGH YIELD FMV 223102 223102 LIT-GREG/MASTERS SELECT INTL FMV 728248 728248 VANGUARD PRIMECAP CORE FMV 870852 870852 VANGUARD ST INV GR BONDS FMV 693217 693217 VANGUARD INTER-MED BONDS FMV 1237408 1237408 CALAMOS GROWTH FMV 489768 489768 VANGUARD ETF MEGA CAP FMV 3603351 3603351 VANGUARD ETF MID CAP FMV 504582 504582 VANGUARD ETF SMALL CAP FMV 719334 719334 HAHN MID CAP MANAGEMENT FMV 2067938 2067938 Furniture and Fixtures 32754 32153 601 600 Buildings 112152 43228 68924 80500 Improvements 485935 392654 93281 130000 Land 69500 69500 69500 LEGAL FEES 3846 962 0 2884 BANK FEES 120 120 BOARD FUNCTIONS 834 83 751 BOOKS/SUBSCRIPTIONS 909 909 CLEANING 4390 439 3951 COMPUTER SERVICE 1735 173 1562 CONSULTANT FEES 31507 31507 DUES & MEMBERSHIPS 4148 4148 FILING FEES 750 750 INSURANCE-GENERAL 6384 638 5746 MISCELLANEOUS 802 802 OFFICE FURNITURE & EQ 115 12 103 OFFICE SUPPLIES 2305 230 2075 PARKING 365 37 328 PAYROLL SERVICE 1267 199 1068 POSTAGE & MAILING 419 42 377 PUBLIC NOTICE 10 10 Rental Expenses 43382 15357 28025 REPAIRS & MAINTENANCE 90 9 81 TELEPHONE 5390 539 4851 INC IN CASH SURR VAL INS 83792 83792 OTHER INCOME 4116 4116 SECURITY DEPOSIT 600 600 INVESTMENT MANAGEMENT FEES 15724 15724 0 0 FEDERAL EXCISE TAX 12000 PAYROLL TAXES 11259 1769 9490