VERNON G & SANDRA J C BUCHANAN FAMILY FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- VERNON G & SANDRA J C BUCHANAN FAMILY FOUNDATION INC (EIN 20-3963153)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-04-11
- IRS object ID
- 201821019349100002
- Schema version
- 2017v2.2
- 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 Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-04-11T09:01:23-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 2018-03-12 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $332,395 | 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 | $6,065 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,065 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $17,601 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $80,851 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $17,601 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $23,666 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $23,666 | 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 | $1,700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,700 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $5,259 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,560 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $3,699 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $380 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $110 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $61 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $61 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,400 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,670 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,460 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $81,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $81,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $88,900 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,670 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $86,960 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$65,234 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $21,996 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $14,701 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $12,717 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $12,717 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $237,420 | CorporateStockBOYAmt |
| Corporate Stock EOY | $206,756 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $206,756 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $117,760 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $112,922 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $112,922 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $20,641 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $20,641 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $369,881 | TotalAssetsBOYAmt |
| Total Assets EOY | $332,395 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $332,395 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $369,881 | CapitalStockBOYAmt |
| Capital Stock EOY | $332,395 | 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 | $369,881 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $332,395 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $369,881 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $332,395 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $369,881 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$65,234 | ExcessRevenueOverExpensesAmt |
| Other Increases | $27,748 | OtherIncreasesAmt |
| Subtotal | $332,395 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $332,395 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 4007.69 SH BNY MELLON LARGE CAP | P | 2015-03-10 | 2017-10-16 | $24,800 | $24,647 | $153 | $153 |
| 660.94 SH BNY MELLON FOCUSED EQUITY | P | 2015-03-11 | 2017-02-23 | $10,000 | $10,192 | -$192 | -$192 |
| 399.68 SH BNY MELLON INTERMEDIATE BOND | P | 2015-03-20 | 2017-04-10 | $5,000 | $5,096 | -$96 | -$96 |
| 854.90 SH DREFUS DIVERSIFIED INTL | P | 2015-10-01 | 2017-10-16 | $10,400 | $8,993 | $1,407 | $1,407 |
| 330.02 SH DREYFUS MIDCAP INDEX | P | 2015-10-01 | 2017-10-16 | $12,400 | $11,762 | $638 | $638 |
| 38.76 SH DREYFUS SELECT MERGER | P | 2015-10-01 | 2017-06-19 | $1,000 | $879 | $121 | $121 |
| 81.90 SH DREYFUS SELECT MERGER | P | 2015-10-01 | 2017-06-19 | $2,000 | $1,681 | $319 | $319 |
| CAPITAL GAINS DIVIDENDS | P | $15,251 | $15,251 | $15,251 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $17,601 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $79,418 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $384,788 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.206394 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $81,573 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $463,198 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.176108 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $78,753 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $539,553 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.145960 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $114,409 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $584,711 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.195668 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $72,500 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $648,741 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.111755 | DistributionYr5Rt |
| Total Distribution | 0.835885 | TotalDistributionRt |
| Average Distribution | 0.167177 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $344,872 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $57,655 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $220 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $57,875 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $86,960 | 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 | $220 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $220 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $220 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $692 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $692 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $472 | OverpaymentAmt |
| Applied To ES Tax | $472 | 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 |
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 | $340,842 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $9,282 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $350,124 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $350,124 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,252 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $344,872 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $17,244 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $17,244 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $220 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $220 | TotalTaxAmt |
| Distributable Before Adj | $17,024 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $17,024 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $17,024 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $86,960 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $86,960 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $220 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $86,740 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $17,024 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $40,261 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $85,705 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $52,305 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $59,897 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $60,315 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $298,483 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $86,960 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $17,024 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $69,936 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $368,419 | 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 | $40,261 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $328,158 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $85,705 | ExcessFromYear4Amt |
| Excess From Year3 | $52,305 | ExcessFromYear3Amt |
| Excess From Year2 | $59,897 | ExcessFromYear2Amt |
| Excess From Year1 | $60,315 | ExcessFromYear1Amt |
| Excess From Current Year | $69,936 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALL FAITHS FOOD BANK INC | |||||||
| 8171 BLAIKIE CT | SARASOTA | FL | 34240 | NONE | PC | 2017 SUMMER HUNGER CAMPAIGN | $1,000 |
| BOYS & GIRLS CLUBS OF MANATEE COUNTY | |||||||
| 1215 MANATEE AVE W SUITE 200 | BRADENTON | FL | 34205 | NONE | PC | GENERAL SUPPORT | $1,000 |
| BOYS & GIRLS CLUBS OF SARASOTA COUNTY | |||||||
| 3130 FRUITVILLE RD | SARASOTA | FL | 34237 | NONE | PC | GENERAL | $5,000 |
| CAMP BOGGY CREEK | |||||||
| 30500 BRANTLEY BRANCH RD | EUSTIS | FL | 32736 | NONE | PC | GENERAL SUPPORT | $10,000 |
| CARE NET MANASOTA PREGNANCY CENTER INC | |||||||
| 5111 26TH ST W | BRADENTON | FL | 34207 | NONE | PC | GENERAL | $1,000 |
| COEXISTENCE INC EMBRACING OUR DIFFERENCES | |||||||
| PO BOX 2559 | SARASOTA | FL | 34230 | NONE | PC | GENERAL SUPPORT | $10,000 |
| EASTER SEALS OF SOUTHWEST FLORIDA INC | |||||||
| 350 BRADEN AVE | SARASOTA | FL | 34243 | NONE | PC | GENERAL | $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 | $12,500 |
| LIGHT OF THE WORLD INTERNATIONAL CHURCH | |||||||
| 3650 17TH ST | SARASOTA | FL | 34235 | NONE | PC | SCHOLARSHIP FUND | $500 |
| MANATEE COMMUNITY FOUNDATION INC | |||||||
| 2820 MANATEE AVENUE W | BRADENTON | FL | 34205 | NONE | PC | GENERAL | $5,000 |
| MOTE MARINE LABORATORY INC | |||||||
| 1600 KEN THOMPSON PKWY | SARASOTA | FL | 34236 | NONE | PC | 48 HR GIVE-A-THON WORLD OCEANS DAY | $1,000 |
| NAACP OF SARASOTA COUNTY | |||||||
| PO BOX 1024 | SARASOTA | FL | 34230 | NONE | PC | GENERAL SUPPORT | $3,000 |
| PUERTO RICAN CHAMBER OF COMMERCE | |||||||
| 9001 HUNTINGTON POINTE DR | SARASOTA | FL | 34238 | NONE | PC | GENERAL | $1,000 |
| SAMARITAN COUNSELING SERVICES OF THE GULF COAST | |||||||
| 3224 BEE RIDGE ROAD | SARASOTA | FL | 34239 | NONE | PC | GENERAL SUPPORT | $3,500 |
| SARASOTA MEDICAL PREGNANCY CENTER INC | |||||||
| 1762 HAWTHORNE ST STE 5 | SARASOTA | FL | 34239 | NONE | PC | GENERAL | $2,500 |
| SELAH FREEDOM INC | |||||||
| PO BOX 21415 | SARASOTA | FL | 34276 | NONE | PC | GENERAL | $4,000 |
| TIDEWELL HOSPICE INC | |||||||
| 5955 RAND BLVD | SARASOTA | FL | 34238 | NONE | PC | GENERAL SUPPORT | $2,500 |
| TURNING POINTS | |||||||
| 701 17TH AVE W | BRADENTON | FL | 34205 | NONE | PC | GENERAL | $5,000 |
| VISABLE MEN ACADEMY | |||||||
| 1003 63RD AVE E | BRADENTON | FL | 34203 | NONE | PC | 2017 SHINE ON! SPRING FUNDRAISING EVENT | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $81,500 | 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 | $6,065 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $17,601 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $23,666 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $23,666 | 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 | $1,700 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,700 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BNY MELLON INTERMEDIATE BOND FUND | $82,950 | $82,950 |
| BNY MELLON BOND FUND | $29,972 | $29,972 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BNY MELLON LARGE CAP STOCK FUND | $73,119 | $73,119 |
| BNY MELLON FOCUSED EQUITY | $30,072 | $30,072 |
| DRYFUS MIDCAP INDEX FUND | $29,419 | $29,419 |
| DRYFUS SELECT MANAGERS SMALL CAP GROWTH FUND | $10,865 | $10,865 |
| DRYFUS SELECT MANAGERS SMALL CAP VALUE FUND | $10,162 | $10,162 |
| DREYFUS DIVERSIFIED INTERNATIONAL FUND | $39,645 | $39,645 |
| DREYFUS INTERNATIONAL SMALL CAP FUND | $13,474 | $13,474 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ANNUAL REPORT FEE | Desc |
| Revenue And Expenses Per Books | $61 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $61 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $27,748 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADMINISTRATIVE FEES | $1,560 | $1,560 | $0 |
| TECHNICAL SERVICE FEE | $3,699 | $0 | $3,699 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $110 | $110 | $0 |
| EXCISE TAX | $270 | $0 | $0 |
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