VERNON G & SANDRA J C BUCHANAN FAMILY FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- VERNON G & SANDRA J C BUCHANAN FAMILY FOUNDATION INC (EIN 20-3963153)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-07-17
- IRS object ID
- 201731989349100603
- Schema version
- 2016v3.0
- 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 Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-07-17T08:15:24-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | 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 | 2017-05-30 | 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 | 162.252.124.2 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-05-30 | IPDt |
| IP Tm | 14:12:43 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 980ACC3253BEA1E60BD1B651736575F8D9611DAA | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | EB85F649756F40D8E127A5F34CA7698EE801DAC7 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $369,881 | 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 | $6,777 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,777 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,148 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $59,941 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,148 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $12,925 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $12,925 | 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 | $1,650 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,650 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $6,048 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,048 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,376 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $116 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,736 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,736 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,810 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,164 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,386 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $76,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $76,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $86,910 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,164 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $79,486 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$73,985 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,761 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $34,893 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $14,701 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $14,701 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $259,642 | CorporateStockBOYAmt |
| Corporate Stock EOY | $237,420 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $237,420 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $137,524 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $117,760 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $117,760 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $20,641 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $20,641 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $432,059 | TotalAssetsBOYAmt |
| Total Assets EOY | $369,881 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $369,881 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $432,059 | CapitalStockBOYAmt |
| Capital Stock EOY | $369,881 | 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 | $432,059 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $369,881 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $432,059 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $369,881 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $432,059 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$73,985 | ExcessRevenueOverExpensesAmt |
| Other Increases | $11,807 | OtherIncreasesAmt |
| Subtotal | $369,881 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $369,881 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| BNY MELON BOND FUND | P | 2015-10-01 | 2016-06-13 | $10,000 | $9,816 | $184 | $184 |
| BNY MELLON LARGE CAP STK FD CL M | P | 2015-03-10 | 2016-04-21 | $5,000 | $5,452 | -$452 | -$452 |
| BNY MELLON LARGE CAP STK FD CL M | P | 2015-03-10 | 2016-06-14 | $15,000 | $16,927 | -$1,927 | -$1,927 |
| BNY MELLON FOCUSED EQUITY OPP-M | P | 2015-03-11 | 2016-06-14 | $1,948 | $2,174 | -$226 | -$226 |
| BNY MELLON FOCUSED EQUITY OPP-M | P | 2015-03-20 | 2016-06-14 | $8,053 | $9,400 | -$1,347 | -$1,347 |
| BNY MELLON INTERMEDIATE BOND FD CL M | P | 2015-03-20 | 2016-10-18 | $10,000 | $10,024 | -$24 | -$24 |
| CAPITAL GAINS DIVIDENDS | P | $9,940 | $9,940 | $9,940 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,148 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $81,573 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $463,198 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.176108 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $78,753 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $539,553 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.145960 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $114,409 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $584,711 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.195668 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $72,500 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $648,741 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.111755 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $109,458 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $729,400 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.150066 | DistributionYr5Rt |
| Total Distribution | 0.779557 | TotalDistributionRt |
| Average Distribution | 0.155911 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $384,788 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $59,993 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $68 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $60,061 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $79,486 | 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 | $68 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $68 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $68 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $760 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $760 | TotalPaymentsAndCreditsAmt |
| Overpayment | $692 | OverpaymentAmt |
| Applied To ES Tax | $692 | 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 | $377,177 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $13,471 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $390,648 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $390,648 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,860 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $384,788 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $19,239 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $19,239 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $68 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $68 | TotalTaxAmt |
| Distributable Before Adj | $19,171 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $19,171 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $19,171 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $79,486 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $79,486 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $68 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $79,418 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $19,171 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $73,600 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $40,261 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $85,705 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $52,305 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $59,897 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $311,768 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $79,486 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $19,171 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $60,315 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $372,083 | 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 | $73,600 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $298,483 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $40,261 | ExcessFromYear4Amt |
| Excess From Year3 | $85,705 | ExcessFromYear3Amt |
| Excess From Year2 | $52,305 | ExcessFromYear2Amt |
| Excess From Year1 | $59,897 | ExcessFromYear1Amt |
| Excess From Current Year | $60,315 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| COMMUNITY FOUNDATION OF SARASOTA COUNTY | |||||||
| 2635 FRUITVILLE RD | SARASOTA | FL | 34237 | NONE | PC | 24 HR GIVING CHALLENGE | $2,700 |
| BOYS & GIRLS CLUBS OF MANATEE COUNTY | |||||||
| 1215 MANATEE AVE W SUITE 200 | BRADENTON | FL | 34205 | NONE | PC | GENERAL SUPPORT | $700 |
| CAMP BOGGY CREEK | |||||||
| 30500 BRANTLEY BRANCH RD | EUSTIS | FL | 32736 | NONE | PC | GENERAL SUPPORT | $10,000 |
| CHILD PROTECTION CENTER INC | |||||||
| 720 S ORANGE AVE | SARASOTA | FL | 34236 | NONE | PC | GENERAL SUPPORT | $5,000 |
| COEXISTENCE INC EMBRACING OUR DIFFERENCES | |||||||
| PO BOX 2559 | SARASOTA | FL | 34230 | NONE | PC | GENERAL SUPPORT | $10,000 |
| CLEARY UNIVERSITY | |||||||
| 3725 CLEARY DR | HOWELL | MI | 48843 | NONE | PC | GENERAL SUPPORT | $15,000 |
| GREATER SARASOTA CHAMBER OF COMMERCE FOUNDATION | |||||||
| 1945 FRUITVILLE RD | SARASOTA | FL | 34236 | NONE | PC | SCHOLARSHIPS FOR YOUTH LEADERSHIP GRADUATES | $2,000 |
| MARIE SELBY BOTANICAL GARDENS | |||||||
| 811 S PALM AVE | SARASOTA | FL | 34236 | NONE | PC | GENERAL SUPPORT | $5,000 |
| LIGHT OF THE WORLD INTERNATIONAL CHURCH | |||||||
| 3650 17TH ST | SARASOTA | FL | 34235 | NONE | PC | SCHOLARSHIP FUND | $500 |
| FLORIDA COUNCIL ON ECONOMIC EDUCATION | |||||||
| 501 S DAKOTA AVE | TAMPA | FL | 33606 | NONE | PC | GENERAL SUPPORT | $1,000 |
| HOWARD CLUB OF SOUTHWEST FLORIDA | |||||||
| PO BOX 31 | TALLEVAST | FL | 34270 | NONE | PC | GENERAL SUPPORT | $10,000 |
| NAACP OF SARASOTA COUNTY | |||||||
| PO BOX 1024 | SARASOTA | FL | 34230 | NONE | PC | GENERAL SUPPORT | $1,500 |
| SAMARITAN COUNSELING SERVICES OF THE GULF COAST | |||||||
| 3224 BEE RIDGE ROAD | SARASOTA | FL | 34239 | NONE | PC | GENERAL SUPPORT | $2,500 |
| FOUNDERS GARDEN CLUB OF SARASOTA INC | |||||||
| PO BOX 25612 | SARASOTA | FL | 34277 | NONE | PC | GENERAL SUPPORT | $200 |
| BRIAN BILL FOUNDATION | |||||||
| 1680 FRUITVILLE RD | SARASOTA | FL | 34236 | NONE | PC | GENERAL SUPPORT | $2,500 |
| MUSEUM OF SCIENCE AND INDUSTRY | |||||||
| 4801 E FOWLER AVE | TAMPA | FL | 33617 | NONE | PC | GENERAL SUPPORT | $1,500 |
| TIDEWELL HOSPICE INC | |||||||
| 5955 RAND BLVD | SARASOTA | FL | 34238 | NONE | PC | GENERAL SUPPORT | $3,500 |
| AMERICAN JEWISH COMMITTEE | |||||||
| 1605 MAIN ST 612 | SARASOTA | FL | 34236 | NONE | PC | GENERAL SUPPORT | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $76,100 | 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 | $6,777 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $6,148 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $12,925 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $12,925 | 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 | $1,650 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,650 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BNY MELLON INTERMEDIATE BOND FUND | $88,071 | $88,071 |
| BNY MELLON BOND FUND | $29,689 | $29,689 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BNY MELLON LARGE CAP STOCK FUND | $91,089 | $91,089 |
| BNY MELLON FOCUSED EQUITY | $34,637 | $34,637 |
| DRYFUS MIDCAP INDEX FUND | $39,248 | $39,248 |
| DRYFUS SELECT MANAGERS SMALL CAP GROWTH FUND | $10,167 | $10,167 |
| DRYFUS SELECT MANAGERS SMALL CAP VALUE FUND | $11,529 | $11,529 |
| DREYFUS DIVERSIFIED INTERNATIONAL FUND | $40,535 | $40,535 |
| DREYFUS INTERNATIONAL SMALL CAP FUND | $10,215 | $10,215 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DUES & SUBSCRIPTIONS | $1,500 | $0 | $1,500 |
| ANNUAL REPORT FEE | $236 | $0 | $236 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $11,807 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADMINISTRATIVE FEES | $1,727 | $1,727 | $0 |
| TECHNICAL SERVICE FEE | $4,321 | $4,321 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $116 | $116 | $0 |
| EXCISE TAX | $1,260 | $0 | $0 |
Comments