BETA

VERNON G & SANDRA J C BUCHANAN FAMILY FOUNDATION INC: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
VERNON G & SANDRA J C BUCHANAN FAMILY FOUNDATION INC (EIN 20-3963153)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-04-27
IRS object ID
202131179349102053
Schema version
2020v4.0
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)
Return2021-04-27T09:35:24-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

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 Begin2020-01-01TaxPeriodBeginDt

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
Signature2021-03-15SignatureDt
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

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)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$182,812FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$3,272DividendsRevAndExpnssAmt
Dividends Net Invst Incm$3,272DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,439NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$84,463GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,439CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$4,711TotalRevAndExpnssAmt
Total Net Invst Incm$4,711TotalNetInvstIncmAmt
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$1,890AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,890AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$3,331OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$3,331OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$61TaxesRevAndExpnssAmt
Taxes Net Invst Incm$61TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$5,282TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,392TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,890TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$53,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$53,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$58,282TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,392TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$54,890TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$53,571ExcessRevenueOverExpensesAmt
Net Investment Income$1,319NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$17,946SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$6,850SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$6,850SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$119,868CorporateStockBOYAmt
Corporate Stock EOY$108,482CorporateStockEOYAmt
Corporate Stock EOYFMV$108,482CorporateStockEOYFMVAmt
Corporate Bonds BOY$83,450CorporateBondsBOYAmt
Corporate Bonds EOY$67,480CorporateBondsEOYAmt
Corporate Bonds EOYFMV$67,480CorporateBondsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$20,641LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$20,641LandBldgEquipAccumDeprecAmt
Total Assets BOY$221,264TotalAssetsBOYAmt
Total Assets EOY$182,812TotalAssetsEOYAmt
Total Assets EOYFMV$182,812TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$221,264CapitalStockBOYAmt
Capital Stock EOY$182,812CapitalStockEOYAmt
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$221,264TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$182,812TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$221,264TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$182,812TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$221,264TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$53,571ExcessRevenueOverExpensesAmt
Other Increases$15,119OtherIncreasesAmt
Subtotal$182,812SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$182,812TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP$80,680$83,024-$2,344-$2,344
CAPITAL GAINS DIVIDENDSP$3,783$3,783$3,783
FieldValueIRS element (for citing)
Capital Gain Net Income$1,439CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$18InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$18SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$18TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$144EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$144TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$126OverpaymentAmt
Applied To ES Tax$126AppliedToESTaxAmt
Refund$0RefundAmt

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$182,606AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$11,057AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$193,663TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$193,663AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,905CashDeemedCharitableAmt
Net Vl Noncharitable Assets$190,758NetVlNoncharitableAssetsAmt
Minimum Investment Return$9,538MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$9,538MinimumInvestmentReturnAmt
Tax Based On Investment Income$18TaxBasedOnInvestmentIncomeAmt
Total Tax$18TotalTaxAmt
Distributable Before Adj$9,520DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$9,520DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$9,520DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$54,890ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$54,890QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$54,890AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$9,520DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$59,897ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$60,315ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$69,936ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$62,336ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$38,374ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$290,858TotalExcessDistributionCyovAmt
Qualifying Distributions$54,890QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$9,520AppliedToCurrentYearAmt
Remaining Distri From Corpus$45,370RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$336,228TotalCorpusAmt
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$59,897ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$276,331ExcessDistriCyovToNextYrAmt
Excess From Year4$60,315ExcessFromYear4Amt
Excess From Year3$69,936ExcessFromYear3Amt
Excess From Year2$62,336ExcessFromYear2Amt
Excess From Year1$38,374ExcessFromYear1Amt
Excess From Current Year$45,370ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BOGGY CREEK GANG INC
30500 BRANTLEY BRANCH RDEUSTISFL32736NONEPCGENERAL SUPPORT$10,000
COEXISTENCE INC EMBRACING OUR DIFFERENCES
PO BOX 2559SARASOTAFL34230NONEPCGENERAL SUPPORT$20,000
GREATER SARASOTA CHAMBER OF COMMERCE FOUNDATION
1945 FRUITVILLE RDSARASOTAFL34236NONEPCSCHOLARSHIPS FOR YOUTH LEADERSHIP GRADUATES$2,000
LIGHT OF THE WORLD INTERNATIONAL CHURCH
3650 17TH STSARASOTAFL34235NONEPCSCHOLARSHIP FUND$1,000
FLORIDA VETERANS FOR COMMON SENSE
100 WALLACE AVESARASOTAFL34237NONEPCGENERAL SUPPORT$1,000
BIG BROTHERS BIG SISTERS
2831 RINGLING BLVD A201SARASOTAFL34237NONEPCGENERAL SUPPORT$1,500
MARIE SELBY BOTANICAL GARDENS
1534 MOUND STSARASOTAFL34236NONEPCGENERAL SUPPORT$10,000
FIRST SARASOTA BAPTIST CHURCH
1661 MAIN STSARASOTAFL34236NONEPCGENERAL SUPPORT$5,000
ETERNAL BREAD OF LIFE OUTREACH
PO BOX 581SARASOTAFL34230NONEPCGENERAL SUPPORT$1,500
MOTE MARINE LABORATORY INC
1600 KEN THOMPSON PKWYSARASOTAFL34236NONEPCGENERAL SUPPORT$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$53,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,272ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,439ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$4,711ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$4,711TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEECategoryTxt
Amt$1,890Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,890DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BNY MELLON INTERMEDIATE BOND FUND$59,488$59,488
BNY MELLON BOND FUND$7,992$7,992

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BNY MELLON FOCUSED EQUITY$31,631$31,631
BNY MELLON MIDCAP INDEX FUND$11,020$11,020
BNY MELLON SELECT MANAGERS SMALL CAP GROWTH FUND$10,233$10,233
BNY MELLON DIVERSIFIED INTERNATIONAL FUND$14,471$14,471
SPDR S&P 500 ETF TRUST$41,127$41,127

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAINDesc
Amt$15,119Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ADMINISTRATIVE FEES$1,118$1,118$0
TECHNICAL SERVICE FEE$2,213$2,213$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXCategoryTxt
Amt$61Amt
Net Investment Income$61NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.