STRATEGY STUDIO / PUBLIC DATA EXPLORER

FJ RYAN MEMORIAL SCHOLARSHIP FUND AT ST BONAVENTURE UNIVERSITY: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
FJ RYAN MEMORIAL SCHOLARSHIP FUND AT ST BONAVENTURE UNIVERSITY (EIN 51-6558384)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-06-05
IRS object ID
202031579349100403
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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-06-05T06:25:29-07:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN272871459PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MICHAEL A BARBETTI CPA LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11421 East Drinker StreetAddressLine1Txt
CityDunmoreCityNm
State AbbreviationPAStateAbbreviationCd
ZIP18512ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN516558384EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1F J RYAN MEMORIAL SCHOLARSHIP FUND SBUBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlFJRYBusinessNameControlTxt
Phone7163767245PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1201 NORTH UNION STREETAddressLine1Txt
CityOLEANCityNm
State AbbreviationNYStateAbbreviationCd
ZIP14760ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCOMMUNITY BANK NAPersonNm
Person TitleTrusteePersonTitleTxt
Signature2020-06-05SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL A BARBETTI CPAPreparerPersonNm
PTINP01212102PTIN
Phone5703462057PhoneNum
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$167,260FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$170InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$170InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$4,258DividendsRevAndExpnssAmt
Dividends Net Invst Incm$4,258DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$3,295NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$41,760GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$3,295CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$7,723TotalRevAndExpnssAmt
Total Net Invst Incm$7,723TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$2,023CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$1,355CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$668CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$800AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$800AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$65TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$50OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$50OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,938TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,355TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,518TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$6,616ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$6,616ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$9,554TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,355TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$8,134TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,831ExcessRevenueOverExpensesAmt
Net Investment Income$6,368NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$3,291SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$15,369SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$15,369SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$156,671OtherInvestmentsBOYAmt
Other Investments EOY$142,762OtherInvestmentsEOYAmt
Other Investments EOYFMV$151,891OtherInvestmentsEOYFMVAmt
Total Assets BOY$159,962TotalAssetsBOYAmt
Total Assets EOY$158,131TotalAssetsEOYAmt
Total Assets EOYFMV$167,260TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$159,962CapitalStockBOYAmt
Capital Stock EOY$158,131CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$159,962TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$158,131TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$159,962TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$158,131TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$159,962TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,831ExcessRevenueOverExpensesAmt
Subtotal$158,131SubtotalAmt
Tot Net Ast Or Fund Balances EOY$158,131TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
TOTAL LONG TERM SALES AT COMM. BANKP2016-10-052019-10-15$40,823$38,465$2,358$2,358
Capital Gain Dividends$937
FieldValueIRS element (for citing)
Capital Gain Net Income$3,295CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$8,127AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$163,189NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.04980DistributionYr1Rt
Adjusted Qlfy Distri Yr2$7,859AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$165,944NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.04736DistributionYr2Rt
Adjusted Qlfy Distri Yr3$8,040AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$162,970NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.04933DistributionYr3Rt
Adjusted Qlfy Distri Yr4$8,307AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$170,173NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.04882DistributionYr4Rt
Adjusted Qlfy Distri Yr5$8,103AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$170,779NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.04745DistributionYr5Rt
Total Distribution0.242756TotalDistributionRt
Average Distribution0.048551AverageDistributionRt
Net Vl Noncharitable Assets$159,725NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$7,755AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$64NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$7,819AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$8,134QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$64InvestmentIncomeExciseTaxAmt
Subtotal$64SubtotalAmt
Tax Based On Investment Income$64TaxBasedOnInvestmentIncomeAmt
Tax Due$64TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1COMMUNITY BANK NABusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7163767245PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1201 NORTH UNION STREETAddressLine1Txt
CityOLEANCityNm
State AbbreviationNYStateAbbreviationCd
ZIP14760ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonCOMMUNITY BANK NAPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1201 NORTH UNION STREETAddressLine1Txt
CityOLEANCityNm
State AbbreviationNYStateAbbreviationCd
ZIP14760ZIPCd
FieldValueIRS element (for citing)
TitleTrusteeTitleTxt
Average Hrs Per Wk Devoted To Pos3.00AverageHrsPerWkDevotedToPosRt
Compensation$2,023CompensationAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1ST. BONAVENTURE UNIVERSITY SCHOLARSHIP FUNDDescription1Txt
Expenses1$6,616Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$154,126AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$8,031AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$162,157TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$162,157AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,432CashDeemedCharitableAmt
Net Vl Noncharitable Assets$159,725NetVlNoncharitableAssetsAmt
Minimum Investment Return$7,986MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$7,986MinimumInvestmentReturnAmt
Tax Based On Investment Income$64TaxBasedOnInvestmentIncomeAmt
Total Tax$64TotalTaxAmt
Distributable Before Adj$7,922DistributableBeforeAdjAmt
Distributable Before Ded$7,922DistributableBeforeDedAmt
Distributable As Adjusted$7,922DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$8,134ExpensesAndContributionsAmt
Qualifying Distributions$8,134QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$64PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$8,070AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$7,922DistributableAsAdjustedAmt
Undistributed Income PY$6,616UndistributedIncomePYAmt
Qualifying Distributions$8,134QualifyingDistributionsAmt
Applied To Year1$6,616AppliedToYear1Amt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,518AppliedToCurrentYearAmt
Undistributed Income CY$6,404UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

FieldValueIRS element (for citing)
Recipient PersonST BONAVENTURE UNIVERSTIYRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 2500AddressLine1Txt
CityST BONAVENTURECityNm
State AbbreviationNYStateAbbreviationCd
ZIP14778ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationshipTxt
Recipient Foundation StatusPRIVATERecipientFoundationStatusTxt
Grant Or Contribution PurposeEDUCATIONAL ASSITANCEGrantOrContributionPurposeTxt
Amt$6,616Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$6,616TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$170ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4,258ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion$937ExclusionAmt
Related Or Exempt Function Incm$2,358RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$5,365ExclusionAmt
Related Or Exempt Function Incm$2,358RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$7,723TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$800Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$800DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescNYS CHARITIES FEEDesc
Revenue And Expenses Per Books$50RevenueAndExpensesPerBooksAmt
Disbursements Charitable Prps$50DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryBALANCE DUE ON 990 FOR 2018CategoryTxt
Amt$65Amt