FJ RYAN MEMORIAL SCHOLARSHIP FUND AT ST BONAVENTURE UNIVERSITY: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- FJ RYAN MEMORIAL SCHOLARSHIP FUND AT ST BONAVENTURE UNIVERSITY (EIN 51-6558384)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-05-05
- IRS object ID
- 201131259349101768
- Schema version
- 2010v3.2
- 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
- Gain Loss Sale Other Assets Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-05T10:43:09-07:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 516558384 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | F J RYAN MEMORIAL SCHOLARSHIP FUND (SBU) | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | FJRN | NameControl |
| Phone | 7163767238 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 NORTH UNION STREET | AddressLine1 |
| City | OLEAN | City |
| State | NY | State |
| ZIP Code | 14760 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PEGGY NAUGHTON | Name |
| Title | TRUST OFFICER | Title |
| Phone | 7163767238 | Phone |
| Date Signed | 2011-04-29 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 151925 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 1 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 1 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 3945 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 3945 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -1035 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 13045 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 2911 | TotalRevenueAndExpenses |
| Total Net Investment Income | 3946 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 1774 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 1182 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 592 | CompOfcrDirTrstDsbrsChrtblPrps |
| Taxes Rev And Expnss | 36 | TaxesRevAndExpnss |
| Other Expenses Rev And Expnss | 50 | OtherExpensesRevAndExpnss |
| Other Expenses Dsbrs Chrtbl Prps | 50 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 1860 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 1182 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 642 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 1988 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 1988 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 3848 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 1182 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 2630 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -937 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 2764 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 1435 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 1726 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 1726 | SavingsAndTempCashInvstEOYFMV |
| Investments Other BOY | 143979 | InvestmentsOtherBOY |
| Investments Other EOY | 142751 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 150199 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 145414 | TotalAssetsBOY |
| Total Assets EOY | 144477 | TotalAssetsEOY |
| Total Assets EOYFMV | 151925 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 145358 | CapitalStockBOY |
| Capital Stock EOY | 144457 | CapitalStockEOY |
| Retained Earnings BOY | 56 | RetainedEarningsBOY |
| Retained Earnings EOY | 20 | RetainedEarningsEOY |
| Total Net Assets BOY | 145414 | TotalNetAssetsBOY |
| Total Net Assets EOY | 144477 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 145414 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 144477 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 145414 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -937 | ExcessOfRevenueOverExpenses |
| Subtotal | 144477 | Subtotal |
| Total Net Assets Fund Balances EOY | 144477 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | PUBLICLY TRADED SECURITIES | DescriptionOfAsset |
| Gross Sales Price | 13045 | GrossSalesPrice |
| Depreciation | 0 | Depreciation |
| Cost Or Other Basis | 14080 | CostOrOtherBasis |
| Gain Or Loss | -1035 | GainOrLoss |
| FMV As Of123169 | 0 | FMVAsOf123169 |
| Adjusted Basis As Of123169 | 0 | AdjustedBasisAsOf123169 |
| Excess Of FMV Over Adjusted Basis | 0 | ExcessOfFMVOverAdjustedBasis |
| Gains Minus Excess Or Losses | -1035 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -1035 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 6992 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 126604 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.055227 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 7954 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 143145 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.055566 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 5635 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 163069 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.034556 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 3744 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 155105 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.024138 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 6141 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 147782 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.041554 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.211041 | TotalDistributionRatio |
| Average Distribution Ratio | 0.042208 | AverageDistributionRatio |
| Net Noncharitable Assets | 142657 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 6021 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 28 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 6049 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 2630 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 55 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 55 | Subtotal |
| Tax Based On Investment Income | 55 | TaxBasedOnInvestmentIncome |
| Tax Paid Original Return | 0 | TaxPaidOriginalReturn |
| Tax Due | 55 | TaxDue |
| Amount Credited To Next Year | 0 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | NY | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | false | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMUNITY BANK NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 7163767238 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 NORTH UNION ST | AddressLine1 |
| City | OLEAN | City |
| State | NY | State |
| ZIP Code | 14760 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | true | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMUNITY BANK NA | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 N UNION ST | AddressLine1 |
| City | OLEAN | City |
| State | NY | State |
| ZIP Code | 14760 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | Title |
| Avg Hours Per Wk Devoted To Position | 3.00 | AvgHoursPerWkDevotedToPosition |
| Compensation | 1774 | Compensation |
| Contri To Empl Benefit Plans Etc | 0 | ContriToEmplBenefitPlansEtc |
| Expense Account Other Allowances | 0 | ExpenseAccountOtherAllowances |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | ST. BONAVENTURE UNIVERISTY SCHOLARSHIP FUND | Description1 |
| Expenses1 | 1988 | Expenses1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 142246 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 2583 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 144829 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 144829 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 2172 | CashDeemedCharitable |
| Net Noncharitable Assets | 142657 | NetNoncharitableAssets |
| Minimum Investment Return | 7133 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 7133 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 55 | TaxBasedOnInvestmentIncome |
| Total Tax | 55 | TotalTax |
| Distributable Amount Before Adj | 7078 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 7078 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 7078 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 2630 | ExpensesAndContributions |
| Qualifying Distributions | 2630 | QualifyingDistributions |
| Adj Qualifying Distributions | 2630 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 7078 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year1 | 734 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 734 | TotalExcessDistriCarryover |
| Qualifying Distributions | 2630 | QualifyingDistributions |
| Applied To Current Year | 2630 | AppliedToCurrentYear |
| Excess Distri Cyov App CY Corpus | 734 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 734 | ExcessDistriCyovAppliedCY |
| Undistributed Income CY | 3714 | UndistributedIncomeCY |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManager |
| Shareholder Manager | NA | ShareholderManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ST BONAVENTURE UNIVERSITY | BusinessNameLine1 |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2500 | AddressLine1 |
| City | ST BONAVENTURE | City |
| State | NY | State |
| ZIP Code | 14778 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | PRIVATE | RecipientFoundationStatus |
| Purpose Of Grant Or Contribution | ASSISTANCEEDUCATIONAL | PurposeOfGrantOrContribution |
| Amount | $1,988 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 1988 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $1 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $3,945 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$1,035 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,911 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 2911 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAsset
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PUBLICLY TRADED SECURITIES | Name |
| How Acquired | Purchased | HowAcquired |
Purchaser Name PurchaserName
Business Business
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBNA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Price | 13045 | GrossSalesPrice |
| Basis | 14080 | Basis |
| Total Net | -1035 | TotalNet |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (5 entries)
| Category Or ItemCategoryOrItem | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|
| LARGE CAP VALUE 60 | 28955 | 27055 |
| CORE FIXED INC 64 | 84185 | 86036 |
| LARGE CAP GROWTH 57 | 20754 | 27305 |
| CMALL CAP VALUE 58 | 4104 | 4841 |
| SMALL CAP GROWTH 67 | 4753 | 4962 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NY Charitable Filing Fee | Description |
| Revenue And Expenses Per Books | 50 | RevenueAndExpensesPerBooks |
| Disbursements Charitable Prps | 50 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Balance due per 2008 990PF | Category |
| Amount | $36 | Amount |