Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
HOYT CHARITABLE FOUNDATION F SHERMAN HOYT &
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 70
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WILMINGTON, DE19899
A Employer identification number

04-3554961
B Telephone number (see instructions)

(716) 651-4910
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$1,104,509J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 1,201 1,201  
4 Dividends and interest from securities... 24,402 24,402  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 59,810
b Gross sales price for all assets on line 6a 287,023
7 Capital gain net income (from Part IV, line 2)... 59,810
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 85,413 85,413  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
2,500 1,250 0 1,250
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
12,761 12,761   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1,260 560   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
35     35
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 16,556 14,571 0 1,285
25 Contributions, gifts, grants paid....... 53,550 53,550
26 Total expenses and disbursements. Add lines 24 and 25 70,106 14,571 0 54,835
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 15,307
b Net investment income (if negative, enter -0-) 70,842
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 1,146    
2 Savings and temporary cash investments......... 25,295 31,458 31,458
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 687,493 Click to see attachment
List of Attached Documents:
// Content
688,226 		906,930
c Investments—corporate bonds (attach schedule)....... 160,333 Click to see attachment
List of Attached Documents:
// Content
164,873 		166,121
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........     0
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 874,267 884,557 1,104,509
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 874,267 884,557
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 874,267 884,557
30 Total liabilities and net assets/fund balances (see instructions). 874,267 884,557
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
874,267
2
Enter amount from Part I, line 27a .....................
2
15,307
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
757
4
Add lines 1, 2, and 3 ..........................
4
890,331
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
5,774
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
884,557
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a 56.226 AMG RIVER RD SM-CAP VALUE FD CL I     2024-04-30
b 26.508 AMG RIVER RD SM-CAP VALUE FD CL I     2024-07-29
c 246.075 AMG RIVER RD SM-CAP VALUE FD CL I   2023-09-22 2024-11-27
d 138.763 AMG RIVER RD SM-CAP VALUE FD CL I   2023-09-22 2024-11-27
e 1. ABBOTT LABORATORIES COMMON ~   2023-10-09 2024-07-29
4. ABBOTT LABORATORIES COMMON ~   2023-10-09 2024-11-27
1. ABBOTT LABORATORIES COMMON ~   2023-10-09 2024-11-27
2. ABBVIE INC   2023-09-22 2024-11-27
1. ABBVIE INC   2023-09-22 2024-11-27
1. ADOBE SYSTEMS INCORPORATED   2020-04-02 2024-11-27
56.797 PZENA EMERG MKTS VALUE FD CL I   2024-02-13 2024-04-30
18.574 PZENA EMERG MKTS VALUE FD CL I   2024-02-13 2024-07-29
14.699 PZENA EMERG MKTS VALUE FD CL I   2024-02-13 2024-08-05
1. AIR PRODUCTS & CHEMICALS INC   2023-09-22 2024-11-27
1. AIR PRODUCTS & CHEMICALS INC   2023-09-22 2024-11-27
14.959 AB CONCENTRATED GR FD CL ADV     2024-04-30
257.633 AB CONCENTRATED GR FD CL ADV   2023-09-22 2024-06-07
418.333 AB CONCENTRATED GR FD CL ADV   2023-09-22 2024-06-07
4. ALPHABET INC CL C   2012-11-13 2024-04-30
4. ALPHABET INC CL C   2013-10-09 2024-07-29
4. ALPHABET INC CL C   2012-11-13 2024-11-27
4. AMAZON.COM INCORPORATED   2020-04-02 2024-04-30
3. AMAZON.COM INCORPORATED   2020-04-02 2024-07-29
3. AMAZON.COM INCORPORATED   2020-04-02 2024-11-27
1. AMAZON.COM INCORPORATED   2020-04-02 2024-11-27
66.812 AMERICAN BEACON SIM H/Y-INS   2021-02-22 2024-08-05
2. AMERICAN ELECTRIC POWER INCORPORATED   2020-04-02 2024-07-29
3. AMERICAN ELECTRIC POWER INCORPORATED   2020-04-02 2024-11-27
1. AMERICAN TOWER CORP CL A   2013-09-18 2024-07-29
1. AMERICAN TOWER CORP CL A   2013-10-09 2024-11-27
1. ANALOG DEVICES INCORPORATED   2010-06-04 2024-07-29
2. ANALOG DEVICES INCORPORATED   2010-06-04 2024-11-27
3. ELEVANCE HEALTH INC   2017-04-03 2024-08-08
2. ELEVANCE HEALTH INC   2020-04-02 2024-08-08
3. APPLE COMPUTER INC COMMON   2013-09-18 2024-04-30
6. APPLE COMPUTER INC COMMON   2013-09-18 2024-04-30
4. APPLE COMPUTER INC COMMON   2013-09-18 2024-11-27
2. APPLE COMPUTER INC COMMON   2013-09-18 2024-11-27
2. AVALONBAY COMMUNITIES INC   2021-02-19 2024-11-27
40.092 BAILLIE GIFFORD EMERG MKTS CL K   2024-02-13 2024-04-30
20.61 BAILLIE GIFFORD EMERG MKTS CL K   2024-02-13 2024-07-29
9.029 BAILLIE GIFFORD EMERG MKTS CL K   2024-02-13 2024-08-05
7. BANK AMER CORP COM   2020-04-02 2024-07-29
19. BANK AMER CORP COM     2024-11-27
3. BANK AMER CORP COM   2020-04-02 2024-11-27
440.822 BLACKROCK EVENT DRIVEN EQ FD CL I   2023-09-22 2024-04-30
736.209 BLACKROCK EVENT DRIVEN EQ FD CL I   2023-09-22 2024-04-30
18.038 BLACKROCK EVENT DRIVEN EQ FD CL I   2023-09-22 2024-08-05
2. BROADCOM INC   2020-04-02 2024-07-29
2. CMS ENERGY CORP COM   2023-09-22 2024-07-29
4. CMS ENERGY CORP COM   2023-09-22 2024-11-27
7. CVS CORP COMMON   2023-12-14 2024-04-03
17. CVS CORP COMMON   2020-04-02 2024-04-03
11. CVS CORP COMMON   2023-12-14 2024-04-03
28. CVS CORP COMMON   2020-04-02 2024-04-03
2.03 FT BHVRL SM CAP GRW-R6   2024-06-11 2024-07-29
125.849 FT BHVRL SM CAP GRW-R6   2024-06-11 2024-11-27
73.361 FT BHVRL SM CAP GRW-R6   2024-06-11 2024-11-27
1. CHEVRONTEXACO CORP   2020-04-02 2024-07-29
3. CHEVRONTEXACO CORP   2020-04-02 2024-11-27
1. CHEVRONTEXACO CORP   2020-04-02 2024-11-27
2. CISCO SYS INC COM   2014-06-06 2024-07-29
4. CISCO SYS INC COM   2014-06-06 2024-11-27
1. CISCO SYS INC COM   2014-06-06 2024-11-27
405.282 COLUMBIA OVERSEAS VALUE-I3     2024-05-14
59.402 COLUMBIA OVERSEAS VALUE-I3   2024-04-30 2024-08-05
4. COMCAST CORP NEW A   2012-04-05 2024-07-29
54. COMCAST CORP NEW A   2012-04-05 2024-08-29
29. COMCAST CORP NEW A   2012-04-05 2024-08-29
1. COSTCO WHOLESALE CORPORATION   2020-04-02 2024-08-05
1. COSTCO WHOLESALE CORPORATION   2020-04-02 2024-11-27
2. DANAHER CORPORATION   2012-06-26 2024-11-27
1. DANAHER CORPORATION   2012-06-26 2024-11-27
1. DEERE & CO COM   2023-12-14 2024-08-05
1. DEERE & CO COM   2023-09-22 2024-11-27
3. WALT DISNEY CO COM   2023-12-14 2024-07-29
5. WALT DISNEY CO COM   2023-09-22 2024-11-27
1. EOG RESOURCES INC COM   2020-04-02 2024-07-29
4. EOG RESOURCES INC COM   2020-04-02 2024-11-27
1. EOG RESOURCES INC COM   2020-04-02 2024-11-27
1. META PLATFORMS, INC-A   2023-09-22 2024-07-29
7. GE VERNOVA LLC   2012-11-13 2024-04-10
9. GE VERNOVA LLC   2012-11-13 2024-04-10
.75 GE VERNOVA LLC   2012-11-13 2024-04-12
.25 GE VERNOVA LLC   2012-11-13 2024-04-12
52.113 HARBOR LG-CAP VALUE FD CL RET     2024-04-30
29.986 HARBOR LG-CAP VALUE FD CL RET   2023-09-22 2024-04-30
22.014 HARBOR LG-CAP VALUE FD CL RET   2023-09-22 2024-07-29
10.465 HARBOR LG-CAP VALUE FD CL RET   2023-09-22 2024-08-05
1. HOME DEPOT INC COM   2023-09-22 2024-07-29
2. HOME DEPOT INC COM   2023-09-22 2024-11-27
30.051 T ROWE PRICE LG-CAP GR FD CL I     2024-02-14
9.097 T ROWE PRICE LG-CAP GR FD CL I   2024-04-30 2024-07-29
6.234 T ROWE PRICE LG-CAP GR FD CL I   2024-04-30 2024-08-05
29.414 T ROWE PRICE LG-CAP GR FD CL I   2023-09-22 2024-11-27
96.273 WCM FOCUSED INT'L GR FR CL INSTL     2024-05-14
24.295 WCM FOCUSED INT'L GR FR CL INSTL   2024-04-30 2024-08-05
7. ISHARES RUSSELL 1000 VALUE ETF   2023-09-22 2024-04-30
5. ISHARES RUSSELL 1000 VALUE ETF   2023-09-22 2024-07-29
1. ISHARES RUSSELL 1000 VALUE ETF   2023-09-22 2024-08-05
5. ISHARES RUSSELL 1000 GROWTH ETF   2023-09-22 2024-04-30
3. ISHARES RUSSELL 1000 GROWTH ETF   2023-09-22 2024-04-30
3. ISHARES RUSSELL 2000 VALUE ETF   2024-07-22 2024-07-29
36. ISHARES RUSSELL 2000 VALUE ETF     2024-11-27
19. ISHARES RUSSELL 2000 VALUE ETF     2024-11-27
8. ISHARES MSCI USA QUALITY FACTOR ETF   2023-09-22 2024-02-14
11. ISHARES MSCI USA QUALITY FACTOR ETF   2023-09-22 2024-04-30
6. ISHARES MSCI USA QUALITY FACTOR ETF   2023-09-22 2024-07-29
94. ISHARES CORE MSCI EAFE ETF   2018-09-25 2024-02-12
155. ISHARES CORE MSCI EAFE ETF   2017-04-03 2024-02-12
42. ISHARES CORE MSCI EAFE ETF   2018-09-25 2024-07-22
67. ISHARES CORE MSCI EAFE ETF   2017-04-03 2024-07-22
197. ISHARES CORE MSCI EMERGING   2020-03-19 2024-02-12
195. ISHARES CORE MSCI EMERGING   2023-09-22 2024-02-12
130. ISHARES CORE MSCI EMERGING   2020-03-19 2024-02-12
4. ISHARES CORE MSCI EMERGING   2020-03-19 2024-07-29
3. J P MORGAN CHASE & CO COM   2012-04-05 2024-04-30
2. J P MORGAN CHASE & CO COM   2012-06-01 2024-07-29
3. J P MORGAN CHASE & CO COM   2012-04-05 2024-11-27
1. J P MORGAN CHASE & CO COM   2012-06-01 2024-11-27
10. JOHNSON & JOHNSON COMMON ~   2014-06-06 2024-10-03
6. JOHNSON & JOHNSON COMMON ~   2014-06-06 2024-10-03
1. ELI LILLY & CO   2024-04-03 2024-04-30
1. LOCKHEED MARTIN CORP COMMON   2020-04-02 2024-07-29
33.457 NYLI PINESTONE US EQUITY P   2024-06-07 2024-07-29
31.123 NYLI PINESTONE US EQUITY P   2024-06-07 2024-08-05
1. MASTERCARD INC CL A   2014-05-07 2024-07-29
2. MASTERCARD INC CL A   2014-05-07 2024-11-27
1. MCDONALD'S CORP COM   2009-07-30 2024-11-27
1. MERCK & CO INC   2012-02-03 2024-07-29
4. MERCK & CO INC   2012-02-03 2024-11-27
283.634 METWEST TOTAL RETURN BOND FD CL I   2021-02-19 2024-07-01
473.589 METWEST TOTAL RETURN BOND FD CL I   2022-11-25 2024-07-01
80.221 METWEST TOTAL RETURN BOND FD CL I   2021-02-19 2024-07-29
182.435 METWEST TOTAL RETURN BOND FD CL I   2021-02-19 2024-08-05
3. MICROSOFT CORP COMMON   2020-04-02 2024-04-30
2. MICROSOFT CORP COMMON   2020-04-02 2024-07-29
2. MICROSOFT CORP COMMON   2020-04-02 2024-11-27
1. MORGAN STANLEY GROUP INC   2023-12-14 2024-07-29
3. MORGAN STANLEY GROUP INC   2023-12-14 2024-11-27
1. MORGAN STANLEY GROUP INC   2023-12-14 2024-11-27
1. NVIDIA CORP COM   2023-09-22 2024-04-30
6. NVIDIA CORP COM   2023-09-22 2024-07-29
5. NVIDIA CORP COM   2023-09-22 2024-11-27
1. OMNICOM GROUP INC COM   2023-09-22 2024-07-29
22. OMNICOM GROUP INC COM   2023-09-22 2024-08-02
12. OMNICOM GROUP INC COM   2023-09-22 2024-08-02
1. ORACLE CORPORATION   2006-02-21 2024-07-29
1. ORACLE CORPORATION   2006-02-21 2024-11-27
19. PAYPAL HOLDINGS INC   2023-09-22 2024-05-24
31. PAYPAL HOLDINGS INC   2023-09-22 2024-05-24
1. PEPSICO INC COMMON ~   2012-06-26 2024-11-27
1. SHERWIN WILLIAMS CO COM   2020-04-02 2024-11-27
1. SHERWIN WILLIAMS CO COM   2020-04-02 2024-11-27
2. TARGET CORP COM   2020-04-02 2024-11-27
1. TARGET CORP COM   2020-04-02 2024-11-27
1. TESLA INC.   2023-09-22 2024-07-29
2. TESLA INC.   2023-09-22 2024-11-27
1. UNION PACIFIC CORP COM   2012-06-01 2024-11-27
1. UNITED PARCEL SERVICE CL B   2023-09-22 2024-07-29
2. UNITED PARCEL SERVICE CL B   2023-09-22 2024-11-27
293.296 VIRTUS KAR SMALL-CAP GROWTH I     2024-06-11
466.547 VIRTUS KAR SMALL-CAP GROWTH I     2024-06-11
355.107 WILMINGTON GLOBAL ALPHA EQUITIES FD   2023-09-22 2024-04-30
593.508 WILMINGTON GLOBAL ALPHA EQUITIES FD   2023-09-22 2024-04-30
18.35 WILMINGTON GLOBAL ALPHA EQUITIES FD   2023-09-22 2024-08-05
29.978 WILMINGTON REAL ASSET FUND-I   2021-03-09 2024-08-05
56.711 WILMINGTON INTERNATIONAL FUND-I   2023-09-22 2024-04-30
203.803 WILMINGTON INTERNATIONAL FUND-I   2023-09-22 2024-04-30
476.717 WILMINGTON INTERNATIONAL FUND-I   2023-09-22 2024-05-14
82.633 WILMINGTON INTERNATIONAL FUND-I   2023-09-22 2024-08-05
192.913 WILMINGTON BROAD MARKET BOND FUND -I   2021-02-22 2024-08-05
1. ACCENTURE PLC- CL A   2020-04-02 2024-11-27
1. JOHNSON CONTROLS INTERNATIONAL PLC   2021-02-19 2024-07-29
5. JOHNSON CONTROLS INTERNATIONAL PLC   2021-02-19 2024-11-27
1. JOHNSON CONTROLS INTERNATIONAL PLC   2021-02-19 2024-11-27
1. NVENT ELECTRIC PLC   2024-05-24 2024-11-27
1. NVENT ELECTRIC PLC   2024-05-24 2024-11-27
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 885   840 45
b 435   398 37
c 4,577   3,617 960
d 2,581   2,040 541
e 104   96 8
478   385 93
119   96 23
367   307 60
184   154 30
515   301 214
727   671 56
237   219 18
178   174 4
334   287 47
334   287 47
800   718 82
14,445   12,258 2,187
23,456   19,904 3,552
664   67 597
684   85 599
683   67 616
717   382 335
549   287 262
620   287 333
207   96 111
612   642 -30
194   153 41
301   229 72
214   76 138
208   72 136
227   29 198
431   58 373
1,587   500 1,087
1,058   418 640
521   50 471
1,042   100 942
939   66 873
470   33 437
477   357 120
783   746 37
412   383 29
172   168 4
287   142 145
907   475 432
143   61 82
4,395   4,338 57
7,340   7,244 96
182   177 5
301   47 254
127   112 15
283   224 59
519   525 -6
1,259   932 327
815   825 -10
2,074   1,534 540
88   87 1
6,373   5,422 951
3,715   3,160 555
156   76 80
488   227 261
163   76 87
96   50 46
237   99 138
59   25 34
4,527   4,294 233
616   634 -18
162   59 103
2,146   796 1,350
1,152   427 725
798   287 511
964   287 677
480   67 413
240   34 206
346   393 -47
466   381 85
277   284 -7
589   410 179
125   38 87
533   153 380
133   38 95
466   302 164
953   747 206
1,225   961 264
100   80 20
33   27 6
1,147   1,062 85
660   590 70
518   433 85
232   206 26
361   307 54
854   614 240
2,167   1,796 371
706   648 58
458   444 14
2,552   1,733 819
2,402   2,295 107
577   582 -5
1,207   1,084 123
909   774 135
174   155 19
1,630   1,347 283
978   808 170
507   496 11
6,495   5,867 628
3,428   3,126 302
1,253   1,067 186
1,737   1,467 270
1,016   800 216
6,587   6,100 487
10,861   8,970 1,891
3,127   2,725 402
4,988   3,877 1,111
9,831   7,297 2,534
9,731   9,429 302
6,487   4,815 1,672
212   148 64
579   134 445
422   64 358
748   134 614
249   32 217
1,609   1,031 578
965   618 347
778   786 -8
528   350 178
630   603 27
568   561 7
442   74 368
1,064   147 917
296   56 240
127   37 90
412   146 266
2,513   3,119 -606
4,196   4,319 -123
726   882 -156
1,693   2,006 -313
1,186   459 727
853   306 547
848   306 542
103   91 12
392   273 119
131   91 40
868   419 449
672   251 421
667   209 458
96   74 22
2,013   1,632 381
1,098   890 208
139   12 127
183   12 171
1,173   1,113 60
1,913   1,816 97
163   69 94
395   145 250
395   145 250
260   188 72
130   94 36
231   254 -23
664   508 156
246   54 192
129   155 -26
272   310 -38
9,116   9,664 -548
14,500   15,372 -872
4,485   4,300 185
7,496   7,187 309
238   222 16
405   448 -43
507   459 48
1,822   1,651 171
4,443   3,861 582
728   669 59
1,715   1,964 -249
361   157 204
69   56 13
419   280 139
84   56 28
76   85 -9
76   85 -9
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
      12,060
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       45
b       37
c       960
d       541
e       8
      93
      23
      60
      30
      214
      56
      18
      4
      47
      47
      82
      2,187
      3,552
      597
      599
      616
      335
      262
      333
      111
      -30
      41
      72
      138
      136
      198
      373
      1,087
      640
      471
      942
      873
      437
      120
      37
      29
      4
      145
      432
      82
      57
      96
      5
      254
      15
      59
      -6
      327
      -10
      540
      1
      951
      555
      80
      261
      87
      46
      138
      34
      233
      -18
      103
      1,350
      725
      511
      677
      413
      206
      -47
      85
      -7
      179
      87
      380
      95
      164
      206
      264
      20
      6
      85
      70
      85
      26
      54
      240
      371
      58
      14
      819
      107
      -5
      123
      135
      19
      283
      170
      11
      628
      302
      186
      270
      216
      487
      1,891
      402
      1,111
      2,534
      302
      1,672
      64
      445
      358
      614
      217
      578
      347
      -8
      178
      27
      7
      368
      917
      240
      90
      266
      -606
      -123
      -156
      -313
      727
      547
      542
      12
      119
      40
      449
      421
      458
      22
      381
      208
      127
      171
      60
      97
      94
      250
      250
      72
      36
      -23
      156
      192
      -26
      -38
      -548
      -872
      185
      309
      16
      -43
      48
      171
      582
      59
      -249
      204
      13
      139
      28
      -9
      -9
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 59,810
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 985
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 985
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 985
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 700
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 700
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 285
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow0 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowMA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowM&T BANK ATTN MARK BOVA Telephone no.right arrow (716) 651-4910

Located atright arrowPO BOX 1504BUFFALONY ZIP+4right arrow14240
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
F SHERMAN HOYT Trustee
1 		0    
MT BANK MARK BOVA PO BOX 1504
BUFFALO,NY14240
MARIAN H MORGAN Trustee
1 		0    
MT BANK MARK BOVA PO BOX 1504
BUFFALO,NY14240
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
1,060,635
b
Average of monthly cash balances.......................
1b
25,861
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
1,086,496
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
1,086,496
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
16,297
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,070,199
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
53,510
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
53,510
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
985
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
985
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
52,525
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
52,525
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
52,525
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
54,835
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
54,835
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 52,525
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 3,542
b From 2020...... 2,104
c From 2021...... 0
d From 2022...... 0
e From 2023...... 10,918
f Total of lines 3a through e ........ 16,564
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 54,835
a Applied to 2023, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 52,525
e Remaining amount distributed out of corpus 2,310
5 Excess distributions carryover applied to 2024. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 18,874
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		3,542
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		15,332
10 Analysis of line 9:
a Excess from 2020.... 2,104
b Excess from 2021.... 0
c Excess from 2022.... 0
d Excess from 2023.... 10,918
e Excess from 2024.... 2,310
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
NONE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

THE VICTORIA MANSION
ATTN TIM BROSNIHAN
109 DANFORTH ST
PORTLAND,ME04101 		NONE PC CONSULTATION & CONSERVATION 1,500

MAINE FAMILY PLANNING

PO BOX 587
AUGUSTA,ME04332 		NONE PC GENERAL PURPOSE 5,000

MAINE PRESERVATION
ATTN TOBEY SCOTT PAST PRESIDENT
PO BOX 488
YARMOUTH,ME04096 		NONE PC GENERAL PURPOSE 300

THE PORTLAND MUSEUM OF ART

7 CONGRESS SQUARE
PORTLAND,ME04101 		NONE PC GENERAL PURPOSE 10,000

THE CHEBEAGUE AND CUMBERLAND LAND

371 TUTTLE RD 2
CUMBERLAND,ME04021 		NONE PC GENERAL PURPOSE 100

GREEN MOUNTAIN VALLEY SCHOOL

271 MOULTON RD
WAITSFIELD,VT05673 		NONE PC GENERAL PURPOSE 1,000

PHILIPS ANDOVER ACADEMY

180 MAIN STREET
ANDOVER,MA01810 		NONE PC GENERAL PURPOSE 200

CROSSROADS FOR KIDS

119 MYRTLE STREET
DUXBURY,MA02332 		NONE PC GENERAL PURPOSE 500

WILLIAMS COLLEGE

880 MAIN ST
WILLIAMSTOWN,MA01267 		NONE PC GENERAL PURPOSE 200

PLIMOUTH PATUXET MUSEUM

137 WARREN AVE
PLYMOUTH,MA02360 		NONE PC GENERAL PURPOSE 1,000

THE AMERICAN COLLEGE OF GREECE

31 STATE ST 4TH FLR
BOSTON,MA02109 		NONE PC GENERAL PURPOSE 1,000

SOUTH SHORE CONSERVATORY

1 CONSERVATORY DRIVE
HINGHAM,MA02043 		NONE PC GENERAL PURPOSE 4,000

PROJECT GURNET AND BUG LIGHT

P O BOX 2167
DUXBURY,MA02331 		NONE PC GENERAL PURPOSE 200

WILDLANDS TRUST

PO BOX 2282
DUXBURY,MA02331 		NONE PC GENERAL PURPOSE 500

DUXBURY BAY MARITIME SCHOOL

479 WASHINGTON STREET
DUXBURY,MA02331 		NONE PC GENERAL PURPOSE 1,000

JONES RIVER LANDING

55 LANDING ROAD
KINGSTON,MA02364 		NONE PC GENERAL PURPOSE 200

HURRICANE ISLAND OUTWARD BOUND SCHOOL

PO BOX 800
CAMDEN,ME04843 		NONE PC GENERAL PURPOSE 1,500

DUXBURY RURAL & HISTORICAL SOCIETY

479 WASHINGTON STREET
DUXBURY,MA02331 		NONE PC GENERAL PURPOSE 200

ALDEN KINDRED OF AMERICA

105 ALDEN STREET
DUXBURY,MA02332 		NONE PC GENERAL PURPOSE 200

CONSERVATION LAW FOUNDATION

62 SUMMER STREET
BOSTON,MA02110 		NONE PC GENERAL PURPOSE 100

FARM AID

501 CAMBRIDGE ST 3RD FLOOR
CAMBRIDGE,MA02141 		NONE PC GENERAL PURPOSE 1,000

THE ISLAND COMMONS RESOURCE CENTER

132 LITTLEFIELD RD
CHEBEAGUE ISLAND,ME04017 		NONE PC GENERAL PURPOSE 500

HOGFISH MAINE

7 SINGLES ROAD
CAPE ELIZABETH,ME04107 		NONE PC GENERAL PURPOSE 1,500

FRIENDS OF LINCOLN PARK

6 ANCHORAGE PLACE
SOUTH PORTLAND,ME04106 		NONE PC GENERAL PURPOSE 100

CHEBEAGUE ISLAND LIVING HISTORY
AT SECOND WIND FARM
PO BOX 43
CHEBEAGUE ISLAND,ME04017 		NONE PC GENERAL PURPOSE 100

FRIENDS OF FORT WILLIAMS PARK

PO BOX 6260
CAPE ELIZABETH,ME04107 		NONE PC GENERAL 100

TELLING ROOM

225 COMMERCIAL STREET SUITE 201
PORTLAND,ME04101 		NONE PC GENERAL PURPOSE 1,000

ADAMS MONTESSORI SCHOOL

310 ADAMS ST
QUINCY,MA02169 		NONE PC GENERAL PURPOSE 2,000

THE MACBETH FREE CONCERT SERIES
Chebeague Island Community Association
37 CHAMPAGNE LANE
LISBON,ME04250 		NONE PC SUPPORT THE ORGANIZATION 100

THE METROPOLITAN OPERA GUILD

30 LINCOLN CENTER PLAZA
NEW YORK,NY10133 		NONE PC GENERAL PURPOSE 2,750

THE GOOD THEATER

PO BOX 347
PORTLAND,ME04112 		NONE PC GENERAL PURPOSE 250

BETH ISRAEL DEACONESS HOSPITAL - PLYMOUT

275 SANDWICH STREET
PLYMOUTH,MA02360 		NONE PC GENERAL PURPOSE 1,000

ISLAND INSTITUTE

386 MAIN ST
ROCKLAND,ME04841 		NONE PC GENERAL PURPOSE 100

Maine Public Broadcasting Corporation

PO BOX 11426
PORTLAND,ME041047425 		NONE PC GENERAL PURPOSE 250

PLYMOUTH PHILHARMONIC

P O BOX 3174
PLYMOUTH,MA02361 		NONE PC GENERAL PURPOSE 300

HARVARD BUSINESS SCHOOL ASSOCIATION

117 WESTERN AVENUE
ALLSTON,MA02134 		NONE PC GENERAL PURPOSE 200

THE ROZALIA PROJECT

PO BOX 3075
BURLINGTON,VT05408 		NONE PC GENERAL PURPOSE 1,000

PARTNERS FOR WORLD HEALTH

40 WALCH DRIVE
PORTLAND,ME04103 		NONE PC GENERAL PURPOSE 250

FRIENDS OF PORTLAND COMMUNITY FREE
CLINIC
443 WESTERN AVE 1007
SOUTH PORTLAND,ME04106 		NONE PC GENERAL PURPOSE 250

TEMPOART PORTLAND

PO BOX 4101
PORTLAND,ME04101 		NONE PC GENERAL PURPOSE 100

DUXBURY BEACH RESERVATION

309 GURNET ROAD
DUXBURY,MA02332 		NONE PC GENERAL PURPOSE 11,000

THE RECOMPENSE FUND

PO BOX 42
CHEBEAGUE ISLAND,ME04017 		NONE PC GENERAL PURPOSE 1,000
Total .................................right arrow 3a 53,550
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 1,201  
4 Dividends and interest from securities ....     14 24,402  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 59,810  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   85,413  
13Total. Add line 12, columns (b), (d), and (e)..................
13
85,413
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
HOYT CHARITABLE FOUNDATION F SHERMAN HOYT &
EIN:
04-3554961
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREP FEE 2,500 1,250   1,250

TY 2024 InvestmentsCorpBondsSchedule
Name:
HOYT CHARITABLE FOUNDATION F SHERMAN HOYT &
EIN:
04-3554961
Name of Bond End of Year Book Value End of Year Fair Market Value
24524282 AMERICAN BEACON SIM H    
464287226 ISHARES CORE U.S. AG    
4812C0159 JPMORGAN MTG-BACKED 18,096 18,438
592905509 METWEST TOTAL RETURN 60,412 60,338
922031836 VANGUARD SHORT-TERM    
97181C811 WILMINGTON BROAD MAR 55,967 56,833
024524282 AMERICAN BEACON SIM 30,398 30,512

TY 2024 InvestmentsCorpStockSchedule
Name:
HOYT CHARITABLE FOUNDATION F SHERMAN HOYT &
EIN:
04-3554961
Name of Stock End of Year Book Value End of Year Fair Market Value
G1151C101 ACCENTURE PLC- CL A 1,253 2,814
00724F101 ADOBE INC 1,507 2,223
20002101 ALLSTATE CORP    
02079K305 ALPHABET INC CL A    
02079K107 ALPHABET INC CL C 1,276 13,140
23135106 AMAZON.COM INC    
25537101 AMERICAN ELECTRIC POW    
03027X100 AMERICAN TOWER CORP 953 2,384
32654105 ANALOG DEVICES INC    
37833100 APPLE INC    
53484101 AVALONBAY COMMUNITIES    
60505104 BANK AMER CORP    
09247X101 BLACKROCK INC    
09857L108 BOOKING HOLDINGS INC 683 4,968
11135F101 BROADCOM INC 1,128 11,128
166764100 CHEVRON CORP 2,192 4,200
17275R102 CISCO SYSTEMS INC 1,043 2,486
20030N101 COMCAST CORP NEW A    
22160K105 COSTCO WHOLESALE COR 2,300 7,330
126650100 CVS HEALTH CORPORATI    
235851102 DANAHER CORP COM 707 4,821
36752103 ELEVANCE HEALTH INC    
26875P101 EOG RESOURCES INC CO 1,375 4,413
31428X106 FEDEX CORP COM    
369604301 GE AEROSPACE 6,945 11,342
478160104 JOHNSON & JOHNSON    
G51502105 JOHNSON CONTROLS INT 2,017 2,841
46625H100 JPMORGAN CHASE & CO 1,509 11,027
539830109 LOCKHEED MARTIN CORP 2,098 2,916
57636Q104 MASTERCARD INC CL A 958 6,845
580135101 MCDONALD'S CORPORATI 700 2,029
G5960L103 MEDTRONIC PLC    
58933Y105 MERCK & CO INC 913 2,487
59156R108 METLIFE INC    
594918104 MICROSOFT CORP 7,805 21,497
68389X105 ORACLE CORPORATION C 259 3,499
713448108 PEPSICO INC COM 830 1,825
717081103 PFIZER INC    
742718109 PROCTER & GAMBLE CO 2,658 2,682
75513E101 RAYTHEON TECHNOLOGIE    
824348106 SHERWIN WILLIAMS CO 1,164 2,719
87612E106 TARGET CORP COM 1,975 2,839
907818108 UNION PACIFIC CORP C 541 2,280
91913Y100 VALERO ENERGY CORP C    
G96629103 WILLIS TOWERS WATSON    
464287564 ISHARES COHEN & STEE    
46432F842 ISHARES CORE MSCI EA 4,551 5,130
46434G103 ISHARES CORE MSCI EM 11,622 13,212
46434V647 ISHARES GLOBAL REIT    
464287465 ISHARES MSCI EAFE ET    
464287655 ISHARES RUSSELL 2000    
97181C431 WILMINGTON REAL ASSE 25,539 25,540
00171A852 AMG RIVER RD SM-CAP 14,217 15,492
00287Y109 ABBVIE INC 2,919 3,376
01878T848 AB CONCENTRATED GR F    
09250J734 BLACKROCK EVENT DRIV 23,433 23,285
125896100 CMS ENERGY CORP COM 2,296 2,733
19766P868 COLUMBIA OVERSEAS VA 66,033 67,157
244199105 DEERE & CO COMMON 4,260 4,661
254687106 WALT DISNEY CO 4,299 5,456
2824100 ABBOTT LABORATORIES    
30303M102 META PLATFORMS, INC- 4,663 8,197
411512478 HARBOR LG-CAP VALUE 40,985 44,456
437076102 HOME DEPOT INC COM 3,991 5,057
45775L408 T ROWE PRICE LG-CAP 28,635 36,700
461418444 WCM FOCUSED INT'L GR 54,217 54,170
464287598 ISHARES RUSSELL 1000 39,477 47,208
464287614 ISHARES RUSSELL 1000 43,599 59,032
464287630 ISHARES RUSSELL 2000 17,964 18,880
46432F339 ISHARES MSCI USA QUA 40,013 53,424
56823396 BAILLIE GIFFORD EMERG    
617446448 MORGAN STANLEY GROUP 2,365 3,269
67066G104 NVIDIA CORP COM 6,669 19,606
681919106 OMNICOM GROUP INC CO    
70450Y103 PAYPAL HOLDINGS INC    
8.7611999999 TARGET CORP COM    
88160R101 TESLA INC. 3,811 6,058
911312106 UNITED PARCEL SERVIC 2,322 1,892
9158106 AIR PRODUCTS & CHEMICA    
92828N593 VIRTUS KAR SMALL-CAP    
97181C332 WILMINGTON GLOBAL AL 22,976 23,568
97181C787 WILMINGTON INTERNATI 60,482 66,431
032654105 ANALOG DEVICES INC 581 4,249
056823396 BAILLIE GIFFORD EMER 22,262 23,280
060505104 BANK AMER CORP 3,409 7,384
037833100 APPLE INC 1,462 22,037
025537101 AMERICAN ELECTRIC PO 1,894 2,398
053484101 AVALONBAY COMMUNITIE 3,147 3,739
002824100 ABBOTT LABORATORIES 2,980 3,506
036752103 ELEVANCE HEALTH INC    
023135106 AMAZON.COM INC 6,213 14,260
009158106 AIR PRODUCTS & CHEMI 1,722 1,740
14064D774 FT BHVRL SM CAP GRW- 16,160 18,058
09290D101 BLACKROCK INC 2,117 5,126
56065F282 NYLI PINESTONE US EQ 26,265 27,709
00770X675 PZENA EMERG MKTS VAL 12,098 12,167
G6700G107 NVENT ELECTRIC PLC 2,642 2,113
532457108 ELI LILLY & CO 5,704 5,404
91324P102 UNITEDHEALTH GROUP I 3,443 3,035

TY 2024 OtherDecreasesSchedule
Name:
HOYT CHARITABLE FOUNDATION F SHERMAN HOYT &
EIN:
04-3554961
Description Amount
2024 TRANSACTION POSTED IN 2025 1,699
ADJUSTMENT TO INCOME 1
2023 RETURN OF CAPITAL ADJUSTMENTS 127
2023 EXTENSION PAYMENT IN 2024 3,947


TY 2024 OtherExpensesSchedule
Name:
HOYT CHARITABLE FOUNDATION F SHERMAN HOYT &
EIN:
04-3554961
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MA AG FILING FEE 35 0   35


TY 2024 OtherIncreasesSchedule
Name:
HOYT CHARITABLE FOUNDATION F SHERMAN HOYT &
EIN:
04-3554961
Description Amount
2023 TRANSACTION POSTED IN 2024 757


TY 2024 OtherProfessionalFeesSchedule
Name:
HOYT CHARITABLE FOUNDATION F SHERMAN HOYT &
EIN:
04-3554961
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMNT MNGMNT FEES (NON-DED 12,761 12,761    


TY 2024 TaxesSchedule
Name:
HOYT CHARITABLE FOUNDATION F SHERMAN HOYT &
EIN:
04-3554961
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL ESTIMATES - PRINCIPAL 700 0   0
FOREIGN TAXES ON QUALIFIED FOR 428 428   0
FOREIGN TAXES ON NONQUALIFIED 132 132   0