STRATEGY STUDIO / PUBLIC DATA EXPLORER

FJ RYAN MEMORIAL SCHOLARSHIP FUND AT ST BONAVENTURE UNIVERSITY: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
FJ RYAN MEMORIAL SCHOLARSHIP FUND AT ST BONAVENTURE UNIVERSITY (EIN 51-6558384)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-04-30
IRS object ID
201811209349100201
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 ReturnHeader

FieldValueIRS element (for citing)
Return2018-04-30T06:36:00-07:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

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 Begin2017-01-01TaxPeriodBeginDt

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
Signature2018-04-30SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL A BARBETTI CPAPreparerPersonNm
PTINP01212102PTIN
Phone5703462057PhoneNum
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$168,613FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$6,176DividendsRevAndExpnssAmt
Dividends Net Invst Incm$6,176DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$125NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$18,267GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$125CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$6,301TotalRevAndExpnssAmt
Total Net Invst Incm$6,301TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$2,077CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$1,392CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$685CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$750AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$750AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$301TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$50OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$50OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$3,178TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,392TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,485TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$6,374ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$6,374ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$9,552TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,392TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$7,859TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$3,251ExcessRevenueOverExpensesAmt
Net Investment Income$4,909NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$4,267SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$5,862SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$5,862SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$160,705OtherInvestmentsBOYAmt
Other Investments EOY$155,859OtherInvestmentsEOYAmt
Other Investments EOYFMV$162,751OtherInvestmentsEOYFMVAmt
Total Assets BOY$164,972TotalAssetsBOYAmt
Total Assets EOY$161,721TotalAssetsEOYAmt
Total Assets EOYFMV$168,613TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$164,972CapitalStockBOYAmt
Capital Stock EOY$161,721CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$164,972TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$161,721TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$164,972TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$161,721TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$164,972TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$3,251ExcessRevenueOverExpensesAmt
Subtotal$161,721SubtotalAmt
Tot Net Ast Or Fund Balances EOY$161,721TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyTOTAL SHORT TERM SALES AT COMM. BANKPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2016-10-05AcquiredDt
Sold2017-02-21SoldDt
Gross Sales Price$18,267GrossSalesPriceAmt
Cost Or Other Basis$18,142CostOrOtherBasisAmt
Gain Or Loss$125GainOrLossAmt
Gains Minus Excess Or Losses$125GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$125CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$8,040AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$162,970NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.04933DistributionYr1Rt
Adjusted Qlfy Distri Yr2$8,307AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$170,173NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.04882DistributionYr2Rt
Adjusted Qlfy Distri Yr3$8,103AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$170,779NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.04745DistributionYr3Rt
Adjusted Qlfy Distri Yr4$7,872AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$164,669NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.04781DistributionYr4Rt
Adjusted Qlfy Distri Yr5$8,335AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$158,995NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.05242DistributionYr5Rt
Total Distribution0.245824TotalDistributionRt
Average Distribution0.049165AverageDistributionRt
Net Vl Noncharitable Assets$165,944NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$8,159AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$49NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$8,208AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$7,859QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$98InvestmentIncomeExciseTaxAmt
Subtotal$98SubtotalAmt
Tax Based On Investment Income$98TaxBasedOnInvestmentIncomeAmt
Tax Due$98TaxDueAmt

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
Form990 T FiledfalseForm990TFiledInd
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
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

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$2,077CompensationAmt
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$6,374Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$160,644AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$7,827AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$168,471TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$168,471AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,527CashDeemedCharitableAmt
Net Vl Noncharitable Assets$165,944NetVlNoncharitableAssetsAmt
Minimum Investment Return$8,297MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$8,297MinimumInvestmentReturnAmt
Tax Based On Investment Income$98TaxBasedOnInvestmentIncomeAmt
Total Tax$98TotalTaxAmt
Distributable Before Adj$8,199DistributableBeforeAdjAmt
Distributable Before Ded$8,199DistributableBeforeDedAmt
Distributable As Adjusted$8,199DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$7,859ExpensesAndContributionsAmt
Qualifying Distributions$7,859QualifyingDistributionsAmt
Adjusted Qualifying Distri$7,859AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$8,199DistributableAsAdjustedAmt
Undistributed Income PY$6,374UndistributedIncomePYAmt
Qualifying Distributions$7,859QualifyingDistributionsAmt
Applied To Year1$6,374AppliedToYear1Amt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,485AppliedToCurrentYearAmt
Undistributed Income CY$6,714UndistributedIncomeCYAmt

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$6,374Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$6,374TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$6,176ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$125RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$6,176ExclusionAmt
Related Or Exempt Function Incm$125RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$6,301TotalIncomeProducingActyAmt

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$750Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$750DisbursementsCharitablePrpsAmt

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 990CategoryTxt
Amt$301Amt