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VERNON G & SANDRA J C BUCHANAN FAMILY FOUNDATION INC: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
VERNON G & SANDRA J C BUCHANAN FAMILY FOUNDATION INC (EIN 20-3963153)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-06-26
IRS object ID
202311779349100121
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2023-06-26T14:23:46-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN591753337PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KERKERING BARBERIO & COBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 49348AddressLine1Txt
CitySARASOTACityNm
State AbbreviationFLStateAbbreviationCd
ZIP342306348ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN203963153EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1VERNON G & SANDRA JC BUCHANANBusinessNameLine1Txt
Business Name Line2FAMILY FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlVERNBusinessNameControlTxt
Phone9415567132PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12635 FRUITVILLE ROADAddressLine1Txt
CitySARASOTACityNm
State AbbreviationFLStateAbbreviationCd
ZIP34237ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonVERNON G BUCHANANPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone9415567132PhoneNum
Signature2023-05-04SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstVERNONPersonFirstNm
Person LastBUCHANANPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonREBECCA U STONERPreparerPersonNm
PTINP00585910PTIN
Phone9413654617PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$926,442FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$500,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$10,754DividendsRevAndExpnssAmt
Dividends Net Invst Incm$10,754DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$2,024NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$91,842GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$508,730TotalRevAndExpnssAmt
Total Net Invst Incm$10,754TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,125AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,125AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$10,726OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$10,726OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$205TaxesRevAndExpnssAmt
Taxes Net Invst Incm$157TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$70OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$70OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$13,126TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$10,883TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,195TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$158,200ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$158,200ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$171,326TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$10,883TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$160,395TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$337,404ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$513,781SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$525,393SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$525,393SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$94,604CorporateStockBOYAmt
Corporate Stock EOY$207,671CorporateStockEOYAmt
Corporate Stock EOYFMV$207,671CorporateStockEOYFMVAmt
Corporate Bonds BOY$57,673CorporateBondsBOYAmt
Corporate Bonds EOY$193,378CorporateBondsEOYAmt
Corporate Bonds EOYFMV$193,378CorporateBondsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$20,641LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$20,641LandBldgEquipAccumDeprecAmt
Total Assets BOY$666,058TotalAssetsBOYAmt
Total Assets EOY$926,442TotalAssetsEOYAmt
Total Assets EOYFMV$926,442TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$666,058CapitalStockBOYAmt
Capital Stock EOY$926,442CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$666,058TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$926,442TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$666,058TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$926,442TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$666,058TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$337,404ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,003,462SubtotalAmt
Other Decreases$77,020OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$926,442TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP$30,846$35,703-$4,857-$4,857
PUBLICLY TRADED SECURITIESP$55,589$58,163-$2,574-$2,574
CAPITAL GAINS DIVIDENDSP$5,407$5,407$5,407
FieldValueIRS element (for citing)
Capital Gain Net Income-$2,024CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$0SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$0TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksTHE COMMUNITY FOUNDATION OF SARASOTIndividualWithBooksNm
Phone9415567132PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 49587AddressLine1Txt
CitySARASOTACityNm
State AbbreviationFLStateAbbreviationCd
ZIP34230ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
VERNON G BUCHANAN
835 LONGBOAT KEY CLUB DRIVELONGBOAT KEYFL34228PRESIDENT4.00$0$0$0
SANDRA J C BUCHANAN
835 LONGBOAT KEY CLUB DRIVELONGBOAT KEYFL34228CEO10.00$0$0$0
JAMES V BUCHANAN
835 LONGBOAT KEY CLUB DRIVELONGBOAT KEYFL34228TREASURER4.00$0$0$0
MATTHEW D BUCHANAN
835 LONGBOAT KEY CLUB DRIVELONGBOAT KEYFL34228SECRETARY4.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$440,133AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$57,279AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$497,412TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$497,412AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$7,461CashDeemedCharitableAmt
Net Vl Noncharitable Assets$489,951NetVlNoncharitableAssetsAmt
Minimum Investment Return$24,498MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$24,498MinimumInvestmentReturnAmt
Total Tax$0TotalTaxAmt
Distributable Before Adj$24,498DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$24,498DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$24,498DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$160,395ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$160,395QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$24,498DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$69,936ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$62,336ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$38,374ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$45,370ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$26,718ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$242,734TotalExcessDistributionCyovAmt
Qualifying Distributions$160,395QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$24,498AppliedToCurrentYearAmt
Remaining Distri From Corpus$135,897RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$378,631TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$69,936ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$308,695ExcessDistriCyovToNextYrAmt
Excess From Year4$62,336ExcessFromYear4Amt
Excess From Year3$38,374ExcessFromYear3Amt
Excess From Year2$45,370ExcessFromYear2Amt
Excess From Year1$26,718ExcessFromYear1Amt
Excess From Current Year$135,897ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ONE MORE CHILD FOUNDATION
PO BOX 8190LAKELANDFL33802NONEPCGENERAL SUPPORT$100,000
BOGGY CREEK GANG INC
30500 BRANTLEY BRANCH RDEUSTISFL32736NONEPCGENERAL SUPPORT$10,000
EASTER SEALS SW FLORIDA INC
350 BRADEN AVESARASOTAFL34243NONEPCGENERAL SUPPORT$10,000
MARIE SELBY BOTANICAL GARDENS INC
1534 MOUND STREETSARASOTAFL34236NONEPCGENERAL SUPPORT$10,000
MOTE MARINE LABORATORY
1600 KEN THOMPSON PKWYSARASOTAFL34236NONEPCGENERAL SUPPORT$10,000
SARASOTA FIRST BAPTIST CHURCH
1670 MAIN ST STE 200SARASOTAFL34236NONEPCGENERAL SUPPORT$5,000
FLORIDA HOUSE ON CAPITOL HILL
1 2ND STREET NEWASHINGTONDC20002NONEPCGENERAL SUPPORT$2,500
SAMARITAN COUNSELING SERVICES OF THE GULF COAST
3224 BEE RIDGE RDSARASOTAFL34239NONEPCGENERAL SUPPORT$2,500
CARE NET MANASOTA PREGNANCY CENTER
5111 26TH ST WBRADENTONFL34207NONEPCGENERAL SUPPORT$2,500
GREATER SARASOTA CHAMBER OF COMMERCE FOUNDATION
1945 FRUITVILLE RDSARASOTAFL34236NONEPCYOUTH LEADERSHIP$2,000
BIG BROTHERS BIG SISTERS
2831 RINGLING BLVD A201SARASOTAFL34237NONEPCGENERAL SUPPORT$1,500
LIGHT OF THE WORLD INTERNATIONAL CHURCH
3650 17TH STSARASOTAFL34235NONEPCSCHOLARSHIP FUND$1,200
COMMUNITY FOUNDATION OF SARASOTA COUNTY
2635 FRUITVILLE ROADSARASOTAFL34237NONEPCGENERAL SUPPORT$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$158,200TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$10,754ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$2,024ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$8,730ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$8,730TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonVERNON G BUCHANANContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1835 LONGBOAT KEY CLUB DRIVEAddressLine1Txt
CityLONGBOAT KEYCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34228ZIPCd
FieldValueIRS element (for citing)
Total Contributions$500,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEECategoryTxt
Amt$2,125Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,125DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BNY MELLON INTERMEDIATE BOND FUND$101,687$101,687
BNY MELLON SHORT-TERM U S GOV'T SECURITIES FUND$47,290$47,290
BNY MELLON HIGH YIELD FUND - CLASS I$21,025$21,025
BNY MELLON FLOATING RATE INCOME FUND - CLASS Y$23,376$23,376

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BNY MELLON FOCUSED EQUITY$22,815$22,815
BNY MELLON SELECT MANAGERS SMALL CAP GROWTH FUND$3,417$3,417
BNY MELLON DIVERSIFIED INTERNATIONAL FUND$6,726$6,726
SPDR S&P 500 ETF TRUST$82,222$82,222
BNY MELLON SELECT MANAGERS SMALL CAP VALUE FUND$3,833$3,833
ISHARES KLD 400 SOCIAL INDEX FUND$23,332$23,332
ISHARES TR S & P MIDCAP 400 INDEX FD$16,932$16,932
ISHARES TR S & P SMALLCAP 600$20,348$20,348
ISHARES CORE MSCI EAFE ETF$20,341$20,341
ISHARES CORE MSCI EMERGING MARKETS ETF$7,705$7,705

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED LOSSDesc
Amt$77,020Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescANNUAL REPORTSDesc
Revenue And Expenses Per Books$70RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$70DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT FEES$4,064$4,064$0
TECHNICAL SERVICE FEE$6,662$6,662$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX$157$157$0
EXCISE TAX$48$0$0

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