VERNON G & SANDRA J C BUCHANAN FAMILY FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- VERNON G & SANDRA J C BUCHANAN FAMILY FOUNDATION INC (EIN 20-3963153)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-03-26
- IRS object ID
- 202000869349100740
- Schema version
- 2019v5.0
- 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
- Form 990-PF
- 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 | 2020-03-26T13:17:58-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 9415567132 | 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 | 9415567132 | PhoneNum |
| Signature | 2020-03-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | REBECCA U STONER | PreparerPersonNm |
| PTIN | P00585910 | PTIN |
| Phone | 9413654617 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 71.101.221.218 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-03-02 | IPDt |
| IP Tm | 09:50:17 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | E69F958B2E555631CCF0B9C0AD547DCAF0757BCC | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 714E6C1B206DC3F987CF9E146D19709275A9BB1D | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2020-11-19 02:30:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $221,264 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $3,993 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,993 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $9,502 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $41,489 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $9,502 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $13,495 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $13,495 | 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 | $1,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,800 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,444 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,444 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $58 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $58 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,302 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,502 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,800 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $47,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $47,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $52,552 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,502 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $49,050 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$39,057 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $9,993 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $25,018 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $17,946 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $17,946 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $118,916 | CorporateStockBOYAmt |
| Corporate Stock EOY | $119,868 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $119,868 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $95,407 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $83,450 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $83,450 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $20,641 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $20,641 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $239,341 | TotalAssetsBOYAmt |
| Total Assets EOY | $221,264 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $221,264 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $239,341 | CapitalStockBOYAmt |
| Capital Stock EOY | $221,264 | 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 | $239,341 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $221,264 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $239,341 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $221,264 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $239,341 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$39,057 | ExcessRevenueOverExpensesAmt |
| Other Increases | $20,980 | OtherIncreasesAmt |
| Subtotal | $221,264 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $221,264 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 603.87 SH BNY MELLON INTER BOND FD | P | 2015-03-20 | 2019-03-20 | $7,500 | $7,699 | -$199 | -$199 |
| 320.77 SH BNY MELLON INTER BOND | P | 2015-03-20 | 2019-03-26 | $4,000 | $4,090 | -$90 | -$90 |
| 317.46 SH BNY MELLON BOND FD CL M | P | 2015-10-01 | 2019-03-26 | $4,000 | $4,063 | -$63 | -$63 |
| 403.23 SH DREFUS DIVERSIFIED INTL Y | P | 2015-10-01 | 2019-03-26 | $5,000 | $4,242 | $758 | $758 |
| 229.30 SH DREFYFUS INTL SMALL CAP Y | P | 2015-10-01 | 2019-03-26 | $2,999 | $2,885 | $114 | $114 |
| 107.63 SH DREYFUS MIDCAP INDEX I | P | 2015-10-01 | 2019-03-20 | $3,500 | $3,836 | -$336 | -$336 |
| 92.56 SH DREFUS MIDCAP INDEX I | P | 2015-10-01 | 2019-03-26 | $3,000 | $3,299 | -$299 | -$299 |
| 61.20 SH DREYFUS SELECT MGER S/C GR-Y | P | 2015-10-01 | 2019-03-20 | $1,500 | $1,389 | $111 | $111 |
| 23.58 SH DREYFUS SELECT MGER S/C VL-Y | P | 2015-10-01 | 2019-03-20 | $500 | $484 | $16 | $16 |
| CAPITAL GAINS DIVIDENDS | P | $9,490 | $9,490 | $9,490 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $9,502 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $78,922 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $280,847 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.281014 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $86,740 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $344,872 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.251514 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $79,418 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $384,788 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.206394 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $81,573 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $463,198 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.176108 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $78,753 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $539,553 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.145960 | DistributionYr5Rt |
| Total Distribution | 1.060990 | TotalDistributionRt |
| Average Distribution | 0.212198 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $215,517 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $45,732 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $100 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $45,832 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $49,050 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $100 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $100 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $100 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $244 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $244 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $144 | OverpaymentAmt |
| Applied To ES Tax | $144 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | 9415567132 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 49587 | AddressLine1Txt |
| City | SARASOTA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34230 | 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 | $207,537 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $11,262 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $218,799 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $218,799 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,282 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $215,517 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $10,776 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $10,776 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $100 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $100 | TotalTaxAmt |
| Distributable Before Adj | $10,676 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $10,676 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $10,676 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $49,050 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $49,050 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $100 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $48,950 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $10,676 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $52,305 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $59,897 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $60,315 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $69,936 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $62,336 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $304,789 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $49,050 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $10,676 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $38,374 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $343,163 | 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 | $52,305 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $290,858 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $59,897 | ExcessFromYear4Amt |
| Excess From Year3 | $60,315 | ExcessFromYear3Amt |
| Excess From Year2 | $69,936 | ExcessFromYear2Amt |
| Excess From Year1 | $62,336 | ExcessFromYear1Amt |
| Excess From Current Year | $38,374 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| COEXISTENCE INC EMBRACING OUR DIFFERENCES | |||||||
| PO BOX 2559 | SARASOTA | FL | 34230 | NONE | PC | GENERAL SUPPORT | $10,000 |
| GREATER SARASOTA CHAMBER OF COMMERCE FOUNDATION | |||||||
| 1945 FRUITVILLE RD | SARASOTA | FL | 34236 | NONE | PC | SCHOLARSHIPS FOR YOUTH LEADERSHIP GRADUATES | $2,000 |
| GULF COAST COMMUNITY FOUNDATION | |||||||
| 1931 S OSPREY AVE | SARASOTA | FL | 34239 | NONE | PC | SARASOTA BAYFRONT PLANNING | $1,000 |
| LIGHT OF THE WORLD INTERNATIONAL CHURCH | |||||||
| 3650 17TH ST | SARASOTA | FL | 34235 | NONE | PC | SCHOLARSHIP FUND | $1,000 |
| NAACP OF SARASOTA COUNTY | |||||||
| PO BOX 1024 | SARASOTA | FL | 34230 | NONE | PC | GENERAL SUPPORT | $2,250 |
| PUERTO RICAN CHAMBER OF COMMERCE | |||||||
| 9001 HUNTINGTON POINTE DR | SARASOTA | FL | 34238 | NONE | PC | GENERAL SUPPORT | $1,000 |
| SAMARITAN COUNSELING SERVICES OF THE GULF COAST | |||||||
| 3224 BEE RIDGE ROAD | SARASOTA | FL | 34239 | NONE | PC | GENERAL SUPPORT | $1,000 |
| BOYS & GIRLS CLUBS OF MANATEE COUNTY | |||||||
| 5236 30TH ST W | BRADENTON | FL | 34207 | NONE | PC | GENERAL SUPPORT | $10,000 |
| SARASOTA MEDICAL PREGNANCY CENTER INC | |||||||
| 1762 HAWTHORNE ST S-5 | SARASOTA | FL | 34239 | NONE | PC | GENERAL SUPPORT | $5,000 |
| CARE NET MANASOTA PREGNANCY CENTER | |||||||
| 5111 26TH ST W | BRADENTON | FL | 34207 | NONE | PC | GENERAL SUPPORT | $2,000 |
| BOGGY CREEK GANG INC | |||||||
| 30500 BRANTLEY BRANCH RD | EUSTIS | FL | 32736 | NONE | PC | GENERAL SUPPORT | $5,000 |
| BISHOP MUSEUM OF SCIENCE AND NATURE | |||||||
| 201 10TH ST W | BRADENTON | FL | 34205 | NONE | PC | GENERAL SUPPORT | $5,000 |
| ALL FAITHS FOOD BANK INC | |||||||
| 8171 BLAIKIE CT | SARASOTA | FL | 34240 | NONE | PC | GENERAL SUPPORT | $1,000 |
| NAVY LEAGUE OF THE UNITED STATES | |||||||
| 2300 WILSON BLVD S-200 | ARLINGTON | VA | 22201 | NONE | PC | GENERAL SUPPORT | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $47,250 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,993 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $9,502 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURN OF GRANT | Desc |
| Exclusion | 01 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $13,495 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $13,495 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEE | CategoryTxt |
| Amt | $1,800 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,800 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BNY MELLON INTERMEDIATE BOND FUND | $62,324 | $62,324 |
| BNY MELLON BOND FUND | $21,126 | $21,126 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BNY MELLON LARGE CAP STOCK FUND | $43,276 | $43,276 |
| BNY MELLON FOCUSED EQUITY | $28,674 | $28,674 |
| DRYFUS MIDCAP INDEX FUND | $14,973 | $14,973 |
| DRYFUS SELECT MANAGERS SMALL CAP GROWTH FUND | $8,578 | $8,578 |
| DREYFUS DIVERSIFIED INTERNATIONAL FUND | $24,367 | $24,367 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $20,980 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADMINISTRATIVE FEES | $1,050 | $1,050 | $0 |
| TECHNICAL SERVICE FEE | $2,394 | $2,394 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $58 | Amt |
| Net Investment Income | $58 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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