VERNON G & SANDRA J C BUCHANAN FAMILY FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- VERNON G & SANDRA J C BUCHANAN FAMILY FOUNDATION INC (EIN 20-3963153)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-10-02
- IRS object ID
- 202402769349101015
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-02T15:36:50-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 591753337 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KERKERING BARBERIO & CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 49348 | AddressLine1Txt |
| City | SARASOTA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 342306348 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203963153 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VERNON G & SANDRA JC BUCHANAN | BusinessNameLine1Txt |
| Business Name Line2 | FAMILY FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | VERN | BusinessNameControlTxt |
| Phone | 9419553000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2635 FRUITVILLE ROAD | AddressLine1Txt |
| City | SARASOTA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34237 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VERNON G BUCHANAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9419553000 | PhoneNum |
| Signature | 2024-10-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | REBECCA U STONER | PreparerPersonNm |
| PTIN | P00585910 | PTIN |
| Phone | 9413654617 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,396,689 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $500,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $35,263 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $35,263 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$2,154 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $27,332 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $533,109 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $35,263 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,330 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,330 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $20,508 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $20,508 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $146 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $145 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $22,984 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $20,653 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,330 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $87,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $87,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $110,484 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $20,653 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $89,830 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $422,625 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $14,610 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $525,393 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $876,140 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $876,140 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $207,671 | CorporateStockBOYAmt |
| Corporate Stock EOY | $322,263 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $322,263 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $193,378 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $198,286 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $198,286 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $20,641 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $20,641 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $926,442 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,396,689 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,396,689 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $926,442 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,396,689 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $926,442 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,396,689 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $926,442 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,396,689 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $926,442 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $422,625 | ExcessRevenueOverExpensesAmt |
| Other Increases | $47,622 | OtherIncreasesAmt |
| Subtotal | $1,396,689 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,396,689 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $25,151 | $29,486 | -$4,335 | -$4,335 |
| CAPITAL GAINS DIVIDENDS | P | $2,181 | $2,181 | $2,181 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$2,154 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $203 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $203 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $203 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $203 | TaxDueAmt |
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 | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | THE COMMUNITY FOUNDATION OF SARASOT | IndividualWithBooksNm |
| Phone | 9419553000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2635 FRUITVILLE ROAD | AddressLine1Txt |
| City | SARASOTA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34237 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| VERNON G BUCHANAN | ||||||||
| 835 LONGBOAT KEY CLUB DRIVE | LONGBOAT KEY | FL | 34228 | PRESIDENT | 4.00 | $0 | $0 | $0 |
| SANDRA J C BUCHANAN | ||||||||
| 835 LONGBOAT KEY CLUB DRIVE | LONGBOAT KEY | FL | 34228 | CEO | 10.00 | $0 | $0 | $0 |
| JAMES V BUCHANAN | ||||||||
| 835 LONGBOAT KEY CLUB DRIVE | LONGBOAT KEY | FL | 34228 | TREASURER | 4.00 | $0 | $0 | $0 |
| MATTHEW D BUCHANAN | ||||||||
| 835 LONGBOAT KEY CLUB DRIVE | LONGBOAT KEY | FL | 34228 | SECRETARY | 4.00 | $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 | $480,814 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $449,209 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $930,023 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $930,023 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,950 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $916,073 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $45,804 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $45,804 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $203 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $203 | TotalTaxAmt |
| Distributable Before Adj | $45,601 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $45,601 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $45,601 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $89,830 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $89,830 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $45,601 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $62,336 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $38,374 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $45,370 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $26,718 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $135,897 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $308,695 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $89,830 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $45,601 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $44,229 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $352,924 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $62,336 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $290,588 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $38,374 | ExcessFromYear4Amt |
| Excess From Year3 | $45,370 | ExcessFromYear3Amt |
| Excess From Year2 | $26,718 | ExcessFromYear2Amt |
| Excess From Year1 | $135,897 | ExcessFromYear1Amt |
| Excess From Current Year | $44,229 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BOGGY CREEK GANG INC | |||||||
| 30500 BRANTLEY BRANCH RD | EUSTIS | FL | 32736 | NONE | PC | GENERAL SUPPORT | $5,000 |
| FLORIDA HOUSE ON CAPITOL HILL | |||||||
| 1 2ND STREET NE | WASHINGTON | DC | 20002 | NONE | PC | GENERAL SUPPORT | $2,500 |
| GREATER SARASOTA CHAMBER OF COMMERCE FOUNDATION | |||||||
| 1945 FRUITVILLE RD | SARASOTA | FL | 34236 | NONE | PC | YOUTH LEADERSHIP | $2,000 |
| HELP TO HOME | |||||||
| 702 86TH STREET CT NW | BRADENTON | FL | 34209 | NONE | PC | GENERAL SUPPORT | $5,000 |
| LIGHT OF THE WORLD INTERNATIONAL CHURCH | |||||||
| 3650 17TH ST | SARASOTA | FL | 34235 | NONE | PC | SCHOLARSHIP FUND | $1,500 |
| MAKE A WISH FOUNDATION OF SOURTHERN FLORIDA | |||||||
| 343 NW 6TH STREET | MIAMI | FL | 33136 | NONE | PC | GENERAL SUPPORT | $8,000 |
| MARIE SELBY BOTANICAL GARDENS INC | |||||||
| 1534 MOUND STREET | SARASOTA | FL | 34236 | NONE | PC | GENERAL SUPPORT | $15,000 |
| NAACP EMPOWERMENT PROGRAMS INC | |||||||
| 4805 MOUNT HOPE DRIVE | BALTIMORE | MD | 21215 | NONE | PC | GENERAL SUPPORT | $1,000 |
| NAVY LEAGUE OF THE UNITED STATES | |||||||
| 2300 WILSON BLVD | ARLINGTON | VA | 22201 | NONE | PC | GENERAL SUPPORT | $500 |
| PACE CENTER FOR GIRLS | |||||||
| 311 E JENNINGS STREET 4427 | TALLAHASSEE | FL | 32301 | NONE | PC | GENERAL SUPPORT | $1,000 |
| RUBONIA COMMUNITY FOUNDATION | |||||||
| 1309 72ND STREET E | PALMETTO | FL | 34221 | NONE | PC | GENERAL SUPPORT | $5,000 |
| SAMARITAN COUNSELING SERVICES OF THE GULF COAST | |||||||
| 3224 BEE RIDGE RD | SARASOTA | FL | 34239 | NONE | PC | GENERAL SUPPORT | $3,000 |
| SARASOTA MANATEE JEWISH HOUSING COUNCIL | |||||||
| 1959 N HONORE AVENUE | SARASOTA | FL | 34235 | NONE | PC | GENERAL SUPPORT | $10,000 |
| SARASOTA MEDICAL PREGNANCY CENTER | |||||||
| 1762 HAWTHORNE STREET STE 5 | SARASOTA | FL | 34239 | NONE | PC | GENERAL SUPPORT | $3,000 |
| UNIVERSITY OF SOUTH FLORIDA | |||||||
| 4202 E FOWLER AVE | TAMPA | FL | 33620 | NONE | PC | GENERAL SUPPORT | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $87,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $35,263 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$2,154 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $33,109 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $33,109 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | VERNON G BUCHANAN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 835 LONGBOAT KEY CLUB DRIVE | AddressLine1Txt |
| City | LONGBOAT KEY | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34228 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $500,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEE | CategoryTxt |
| Amt | $2,330 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,330 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BNY MELLON FLOATING RATE INCOME FUND | $24,232 | $24,232 |
| BNY MELLON HIGH YIELD FUND | $21,967 | $21,967 |
| BNY MELLON INTERMEDIATE BOND FUND | $104,230 | $104,230 |
| BNY MELLON SHORT-TERM U S GOV'T SECURITIES FUND | $47,857 | $47,857 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BNY MELLON DIVERSIFIED INTERNATIONAL FUND | $6,246 | $6,246 |
| BNY MELLON SELECT MANAGERS SMALL CAP GROWTH FUND | $3,604 | $3,604 |
| BNY MELLON SELECT MANAGERS SMALL CAP VALUE FUND | $3,828 | $3,828 |
| ISHARES CORE MSCI EAFE ETF | $23,215 | $23,215 |
| ISHARES CORE MSCI EMERGING MARKETS ETF | $8,346 | $8,346 |
| ISHARES KLD 400 SOCIAL ETF LARGE CAP | $29,591 | $29,591 |
| ISHARES SELECT DIVIDEND ETF | $102,567 | $102,567 |
| ISHARES TR S & P MIDCAP ETF | $19,400 | $19,400 |
| ISHARES TR S & P SMALLCAP ETF | $23,274 | $23,274 |
| SPDR S&P 500 ETF TRUST | $102,192 | $102,192 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $47,622 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $11,233 | $11,233 | $0 |
| TECHNICAL SERVICE FEE | $9,275 | $9,275 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $146 | Amt |
| Net Investment Income | $145 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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