Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
BUCY FAMILY FUND
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 33593
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NORTHGLENN, CO80233
A Employer identification number

84-1570332
B Telephone number (see instructions)

(303) 217-3267
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$1,265,878J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 136 136 136
4 Dividends and interest from securities... 26,281 26,281 26,281
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 54,543
b Gross sales price for all assets on line 6a 1,261,716
7 Capital gain net income (from Part IV, line 2)... 54,543
8 Net short-term capital gain......... 54,543
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 80,960 80,960 80,960
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,800      
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
7,410 7,410    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
100 60   40
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 9,310 7,470   40
25 Contributions, gifts, grants paid....... 59,000 59,000
26 Total expenses and disbursements. Add lines 24 and 25 68,310 7,470   59,040
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 12,650
b Net investment income (if negative, enter -0-) 73,490
c Adjusted net income (if negative, enter -0-)... 80,960
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 141,436 79,444 79,444
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 844,714 Click to see attachment
List of Attached Documents:
// Content
919,356 		1,186,434
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 986,150 998,800 1,265,878
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 1,173,251  
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds -187,101 998,800
29 Total net assets or fund balances (see instructions)..... 986,150 998,800
30 Total liabilities and net assets/fund balances (see instructions). 986,150 998,800
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
986,150
2
Enter amount from Part I, line 27a .....................
2
12,650
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
998,800
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
998,800
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a ST CAPITAL GAIN ACCT 1593 P    
b LT CAPITAL GAIN ACCT 1593 P    
c ST CAPITAL GAIN (LOSS) 5137 P    
d ST CAPITAL GAIN (LOSS) 2135 P    
e LT CAPITAL GAIN (LOSS) 2135 P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 563,018   581,730 -18,712
b 95,387   106,353 -10,966
c 300,124   309,785 -9,661
d 130,096   127,552 2,544
e 173,091   81,753 91,338
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -18,712
b       -10,966
c       -9,661
d       2,544
e       91,338
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 54,543
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3 54,543
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 1,022
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 1,022
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,022
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 13
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 13
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 8
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 1,017
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowCO
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowMARY WEINS Telephone no.right arrow (303) 217-3267

Located atright arrowPO BOX 33593NORTHGLENNCO ZIP+4right arrow80233
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
 
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
SUZANNE D BUCY DIRECTOR
000.00 		0 0 0
40 EL CIELITO ROAD
SANTA BARBARA,CA93105
MEGAN BUCY SECRETARY
000.00 		0 0 0
182 RAINBOW DRIVE 8233
LIVINGSTON,TX77399
MATT P BUCY III PRESIDENT
000.00 		0 0 0
85 N MAIN SUITE 200
WHITE RIVER JUNCTION,VT05001
FRANK D BUCY VICE PRESIDE
000.00 		0 0 0
215 LA JOLLA
SANTA BARBARA,CA93109
ELISABETH BUCY TREASURER
000.00 		0 0 0
40 EL CIELITO ROAD
SANTA BARBARA,CA93105
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow  
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1 N/A  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
1,094,810
b
Average of monthly cash balances.......................
1b
127,008
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
1,221,818
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
 
3
Subtract line 2 from line 1d.........................
3
1,221,818
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
18,327
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,203,491
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
60,175
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
60,175
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
1,022
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,022
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
59,153
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
59,153
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
59,153
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
59,040
b
Program-related investments—total from Part VIII-B..................
1b
 
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
59,040
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 59,153
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 57,570
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 59,040
a Applied to 2022, but not more than line 2a 57,570
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2023 distributable amount..... 1,470
e Remaining amount distributed out of corpus  
5 Excess distributions carryover applied to 2023.    
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5  
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		57,683
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		 
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		 
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
SUZANNE D BUCY
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

ASPEN MUSIC FESTIVAL & SCHOOL

225 MUSIC SCHOOL ROAD
ASPEN,CO81611 		    CHARITABLE ACTIVITY SUPPORT 1,000

CALIFORNIA LUTHERAN UNIVERSITY
KCLU PUBLIC RADIO
60 W OLSEN ROAD
STE 4400
THOUSAND OAKS,CA91360 		    CHARITABLE ACTIVITY SUPPORT 400

CAMA

2060 ALAMEDA PADRE SERRA
STE 201
SANTA BARBARA,CA93101 		    CHARITABLE ACTIVITY SUPPORT 500

CENTER FOR BIOLOGICAL DIVERSITY

PO BOX 710
TUCSON,AZ857020710 		    CHARITABLE ACTIVITY SUPPORT 500

CENTER FOR CARTOON STUDIES

PO BOX 125
WHITE RIVER JUNCTION,VT05001 		    CHARITABLE ACTIVITY SUPPORT 2,000

CETACEAN SOCIETY INTERNATIONAL

65 REDDING ROAD-0953
GEORGETOWN,CT068290953 		    CHARITABLE ACTIVITY SUPPORT 500

CHARITY WATER

40 WORTH STREET
SUITE 829
NEW YORK,NY10013 		    CHARITABLE ACTIVITY SUPPORT 2,400

CWEE

1175 OSAGE ST STE 300
DENVER,CO80204 		    CHARITABLE ACTIVITY SUPPORT 500

DARK SKIES PAONIA

PO BOX 807
PAONIA,CO81428 		    CHARITABLE ACTIVITY SUPPORT 2,222

DENVER URBAN GARDENS

1031 33RD STREET
STE 100
DENVER,CO802052743 		    CHARITY ACTIVITY SUPPORT 1,000

DENVER YOUNG ARTISTS ORCHESTRA

1245 E COLFAX AVE
SUITE 302
DENVER,CO80218 		    CHARITABLE ACTIVITY SUPPORT 500

FOOD BANK OF THE ROCKIES

10700 E 45TH AVE
DENVER,CO80239 		    CHARITABLE ACTIVITY SUPPORT 1,500

FREEFROM

12405 VENICE BLVD
STE 422
LOS ANGELES,CA90066 		    CHARITABLE ACTIVITY SUPPORT 334

FRIENDS OF CHAMBER MUSIC

191 UNIVERSITY BLVD 974
DENVER,CO802064613 		    CHARITABLE ACTIVITY SUPPORT 1,000

GAY & LESBIAN FUND OF VERMONT

PO BOX 42
RANDOLPH,VT05060 		    CHARITABLE ACTIVITY SUPPORT 2,000

GLOBAL MIDWIFE EDUCATION FOUNDATION

PO BOX 805
LIVINGSTON,MT59047 		    CHARITABLE ACTIVITY SUPPORT 500

HEAL THE OCEAN

PO BOX 90106
SANTA BARBARA,CA93190 		    CHARITABLE ACTIVITY SUPPORT 1,000

JAG PRODUCTIONS

PO BOX 354
WHITE RIVER JUNCTION,VT05001 		    CHARITABLE ACTIVITY SUPPORT 2,000

KCRW

PO BOX 7010
ARTESIA,CA907027010 		    CHARITABLE ACTIVTY SUPPORT 400

LA CASA DE MARIA
IMMACULATE HEART COMMUNITY
888 SAN YSIDRO LANE
SANTA BARBARA,CA93108 		    CHARITABLE ACTIVITY SUPPORT 400

METROPOLITAN OPERA GUILD

30 LINCOLN CENTER PLAZA
NEW YORK,NY101330037 		    CHARITABLE ACTIVITY SUPPORT 250

MUSIC ACADEMY OF THE WEST

1070 FAIRWAY RD
SANTA BARBARA,CA93108 		    CHARITABLE ACTIVITY SUPPORT 2,500

NATHAN YIP FOUNDATION

4600 S ULSTER STREET
STE 1400
DENVER,CO80237 		    CHARITABLE ACTIVITY SUPPORT 750

NEAL TAYLOR NATURE CENTER
CACHUMA LAKE
2265 HWY 154
SANTA BARBARA,CA93105 		    CHARITABLE ACTIVITY SUPPORT 1,500

NORTHERN STAGE

PO BOX 42947
WHITE RIVER JUNCTION,VT05001 		    CHARITABLE ACTIVITY SUPPORT 1,000

NUCLEAR AGE PEACE FOUNDATION

1187 COAST VILLAGE RD
SUITE 1
SANTA BARBARA,CA93108 		    CHARITABLE ACTIVITY SUPPORT 1,000

OHIO WESLEYAN FUND

61 S SANDUSKY STREET
DELAWARE,OH43015 		    CHARITABLE ACTIVITY SUPPORT 2,500

OPERA COLORADO

695 S COLORADO BLVD
SUITE 20
DENVER,CO80246 		    CHARITABLE ACTIVITY SUPPORT 5,000

OPERA SANTA BARBARA

1330 STATE STREET
SUITE 209
SANTA BARBARA,CA93101 		    CHARITABLE ACTIVITY SUPPORT 500

PROJECT ANGEL HEART

4950 WASHINGTON STREET
DENVER,CO80216 		    CHARITABLE ACTIVITY SUPPORT 2,500

PROJECT CURE

10377 E GEDDES AVE
STE 200
CENTENNIAL,CO80112 		    CHARITABLE ACTIVITY SUPPORT 1,000

RETURN TO FREEDOM

PO BOX 926
LOMPOC,CA93438 		    CHARITABLE ACTIVITY SUPPORT 500

SANTA BARBARA MARITIME MUSEUM

113 HARBOR WAY
SUTIE 190
SANTA BARBARA,CA93109 		    CHARITABLE ACTIVITY SUPPORT 1,500

SANTA BARBARA WILDLIFE CARE NETWORK

1460 N FAIRWAY AVENUE
GOLETA,CA93117 		    CHARITABLE ACTIVITY SUPPORT 800

SCHOOLS FOR SALONE

PO BOX 25314
SEATTLE,WA98165 		    CHARITABLE ACTIVITY SUPPORT 1,111

SPECIAL OLYMPICS COLORADO

384 INVERNESS PKWY
SUITE 100
ENGLEWOOD,CO80112 		    CHARITABLE ACTIVITY SUPPORT 500

UNIVERSITY OF TEXAS
COLLEGE OF LIBERAL ARTS
1 UNIVERSITY STATION
AUSTIN,TX78712 		    CHARITABLE ACTIVITY SUPPORT 1,000

VEDANTA SOCIETY OF SOUTHERN CA

927 LADERA LN
SANTA BARBARA,CA93108 		    CHARITABLE ACTIVITY SUPPORT 500

WELLINGTON SCHOOLS ENDOWMENT FUND

305UNION STREET
WELLINGTON,OH44090 		    CHARITABLE ACTIVITY SUPPORT 2,000

FOOD BANK OF SANTA BARBARA COUNTY

4554 HOLLISTER AVE
SANTA BARBARA,CA93110 		    CHARITABLE ACTIVITY SUPPORT 1,000

MENTORS 4 COLLEGE

12584 VILLA HILL LANE
ST LOUIS,MO63141 		    CHARITABLE ACTIVITY SUPPORT 500

SANTA BARBARA CITY COLLEGE
SB FOUNDATION
721 CLIFF DRIVE
SANTA BARBARA,CA93109 		    CHARITABLE ACTIVITY SUPPORT 1,000

SANTA BARBARA SYMPHONY

1330 STATE STREET
STE 102
SANTA BARABARA,CA93101 		    CHARITABLE ACTIVITY SUPPORT 500

KIVA MICROFUNDS

986 MISSION STREET
STE 400
SAN FRANCISCO,CA94103 		    CHARITABLE ACTIVITY SUPPORT 2,300

SAK SAUM

13534 WILCOX ROAD
LARGO,FL33774 		    CHARITABLE ACTIVITY SUPPORT 2,300

SURFRIDER FOUNDATION

PO BOX 21703
SANTA BARBARA,CA93121 		    CHARITABLE ACTIVITY SUPPORT 500

NATIONAL DANCE INSTITUTE OF NM

1140 ALTO STREET
SANTA FE,NM87501 		    CHARITABLE ACTIVITY SUPPORT 2,222

WISE FOOL NEW MEXICO

2778 AGUA FRIA STREET
STE D
SANTA FE,NM87507 		    CHARITABLE ACTIVITY SUPPORT 1,111

PARKINSON'S FOUNDATION

PO BOX 6003
ALBERT LEA,MN56007 		    CHARITABLE ACTIVITY SUPPORT 250

CLASSICAL KUSC

PO BOX 7913
LOS ANGELES,CA90007 		    CHARITABLE ACTIVITY SUPPORT 250
Total .................................right arrow 3a 59,000
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 136  
4 Dividends and interest from securities ....     14 19,421 6,860
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 54,543  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   74,100 6,860
13Total. Add line 12, columns (b), (d), and (e)..................
13
80,960
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
BUCY FAMILY FUND
EIN:
84-1570332
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INDIRECT ACCOUNTING FEES 1,800      

TY 2023 InvestmentsCorpStockSchedule
Name:
BUCY FAMILY FUND
EIN:
84-1570332
Name of Stock End of Year Book Value End of Year Fair Market Value
JOHNSON & JOHNSON 2,853 7,837
APPLE INC. 5,579 24,644
APPLE INC 18,322 26,762
AUTOZONE INC    
BROADCOM 5,387 8,930
CSX CORP 804 901
FORTINET INC    
JAZZ PHARMACEUTICAL    
JP MORGAN & CHASE    
LULULEMON ATHLETICA    
MONGOBD INC 18,108 21,260
NIKE INC 1,384 1,520
NVIDIA CORP    
SOLAREDGE TECH    
TESLA INC 18,094 16,400
UNITED NATURAL FOODS    
XYLEM    
INVESCO S&P 500    
ISHARES CONVERTIBLE BD    
ISHARES CORE US REIT    
ISHARES US UTILITIES    
PRINCIPAL VALUE    
PROSHARES SP TECH    
SCHWAB US DIV    
SPDR BLMBERG 28,808 28,860
SPDR GOLD MINISHARES 16,706 17,591
SPDR S&P    
VANECK FALLEN ANGEL HIGH 26,555 28,089
VICTORYSHARES US    
WISDOMTREE US    
VERTEX PHARMACEUTICA 16,868 25,227
TEXAS PACIFIC LAND GROUP    
REGENERON PHARMS INC 12,896 16,688
NEWMONT CORP    
MASTERCARD INC 2,014 2,133
LENNAR CORP    
EPAM SYSTEMS    
CHENIERE ENERGY INC    
BOEING CO    
ISHARES 20 PLS YR TREAS BD    
ISHARES JP MORGAN USD MTS    
ISHARES JP MORGAN EM HY BD    
VANGUARD EXTENDED DURATION 22,350 23,661
VANGUARD TOTAL BOND MARKET    
WISDOMTREE US SMLCP    
FRANKLIN INCOME FOCUS 51,867 53,405
FRANKLIN SYSTEMATIC 21,039 20,070
ISHARES GOLD STRATEGY 16,761 15,493
QUADRATIC INTRST RT VL T 41,147 41,008
VANGUARD LT TREASURY 29,145 31,873
WISDOMTREE YIELD ENHNC 86,842 88,656
A A O N INC 121 148
ABBOTT LABORATORIES 3,432 3,522
ABBVIE 10,030 10,073
AGILENT TECHNOLOGIES 239 278
AIR PROD & CHEMICALS 1,692 1,643
ALLISON TRANSMISSION 235 233
ALLY FINL INC 423 454
AMERICAN EXPRESS CO 1,616 1,873
AMERICAN INTL GROUP 924 1,016
AMERIPRISE FINL 334 380
AMGEN INC 4,203 4,608
AMPHENOL CORP 345 397
ANALOG DEVICES CORP 1,730 1,787
APPLIED INDL TECH 154 173
APPLIED MATERIALS 1,155 1,297
ARAMARK 186 141
ARTHUR J GALLAGHER & CO 455 450
AUTO DATA PROCESSING 1,771 1,631
AVERY DENNISON CORP 184 202
BAKER HUGHES CO 913 957
BALL CORP 295 288
BENTLEY SYSTEM INC 189 209
BEST BUY CO INC 581 626
BOOZ ALLEN HAMILTON 229 256
BORG WARNER INC 200 179
BROADRIDGE FINL SOLU 367 412
BROWN FORMAN CORP CLA 236 238
BROWN FORMAN CORP CLB 340 286
C H ROBINSON WORLDWD 339 346
CAPITAL ONE FC 751 787
CARLISLE CO 259 312
CARRIER GLOBAL CORP 440 460
CDW CORP 204 227
CELANESE CORP 355 466
CHAMPIONX CORP 177 146
CHARLES SCHWAB CORP 1,660 1,858
CINTAS CORP 496 603
CISCO SYSTEMS INC 5,961 5,406
CIVITAS RES INC 270 274
COLGATE-PALMOLIVE CO 1,403 1,514
COLUMBIA SPORTWEAR 245 239
CONCENTRIX 189 196
CONOCOPHILLIPS 2,461 2,554
CONSTELLATION BRAND 519 484
COSTCO WHOLESALE CO 1,602 1,980
CURTISS WRIGHT CORP 206 223
D R HORTON CO 345 456
DARDEN RESTAURANTS 780 822
DIAMONDBACK ENERGY 598 620
DICKS SPORTING GOODS 394 441
DISCOVER FINL S 741 787
DUPONT DE NEMOURS INC 749 769
EASTMAN CHEMICAL CO 349 359
EBAY INC 604 611
ECOLAB INC 541 595
ELEVANCE HEALTH INC 1,393 1,415
EOG RESOURCES INC 3,199 3,266
EQT CORP 252 232
EQUIFAX INC 198 247
EQUITABLE HLDGS INC 370 366
EQUITRANS MIDSTREAM CORP 139 143
ERIE INDEMNITY CO 281 335
EVERCORE INC 268 342
FASTENAL CO 686 777
FEDEX CORP 974 1,012
FIDELITY NATL FINL 576 612
FIRST AMER FINL 239 258
FLOWSERVE CORP 229 247
FORTUNE BRANDS INNOVATION 228 228
FRANKLIN RESOURCES 553 596
GEN DIGITAL INC 343 388
GENERAL DYNAMICS CO 1,118 1,298
GENERAL ELECTRIC CO 788 893
GENUINE PARTS CO 581 554
GILEAD SCIENCES INC 3,739 3,645
GOLDMAN SACHS GROUP 3,287 3,858
GRACO INC 232 260
HALLIBURTON CO 343 325
HARTFORD FINL SVC GP 359 402
HCA HEALTH INC 815 812
HEICO CORP 166 179
HERSHEY CORP 812 746
HESS CORP 547 577
HILTON WORLDWIDE HLD 443 546
HOME DEPOT INC 6,784 7,278
HONEYWELL INTL INC 2,675 2,936
HOULIHAN LOKEY INC 205 240
HP INC 1,166 1,143
HUBBELL INC 323 329
HUMANA INC 479 458
HUNTINGTON INGALLS 180 260
ILLINOIS TOOL WORKS 1,443 1,572
INSPERITY INC 354 352
INTUIT INC 1,038 1,250
ITT INC 197 239
JEFFERIES FINL 278 323
JOHNSON & JOHNSON 11,657 11,129
KIMBERLY CLARK CORP 1,292 1,215
KKR & CO INC 477 497
KLA CORP 963 1,163
LAM RESEARCH CORP 512 783
LAMB WESTON HOLDINGS INC 193 216
LAS VEGAS SANDS CORP 632 640
LEAR CORP 281 282
LEAR CORP CL A 581 596
LILLY ELI & CO 3,700 4,080
LINCOLN ELEC HLDGS 373 435
LKQ CORP 362 335
LOCKHEED MARTIN CORP 3,158 3,173
MAGNOLIA OIL & GAS CORP 294 298
MANPOWERGROUP 228 238
MARATHON OIL CORP 311 314
MARRIOTT INTL INC 400 451
MARSH & MC LENNAN CO 1,359 1,326
MASCO CORP 199 201
MCDONALDS CORP 4,280 4,448
MCKESSON CORP 423 463
MICROSOFT CORP 17,502 21,810
MOODYS CORP 669 781
MORGAN STANLEY 5,460 6,061
MOTOROLA SOLUTIONS 558 626
MSC INDL DIRECT INC 304 304
MSCI INC 531 566
MURPHY USA INC 362 357
NETAPP INC 299 353
NEXSTAR MEDIA GROUP 303 314
NORFOLK SOUTHERN CO 1,298 1,418
NORTHROP GRUMMAN CO 970 936
NRG ENERGY INC 293 310
NTNL FUEL GAS CO 264 251
NVIDIA CORP 5,062 5,447
OCCIDENTAL PETROLEUM CO 687 717
OLD DOMINION FREIGHT 409 405
ORACAL CORP 4,706 4,323
OTIS WORLDWIDE CORP 358 358
OVINTIV INC 233 220
PARKER-HANNIFIN CORP 806 921
PAYCHEX INC 1,231 1,191
PEPSICO INC 6,923 6,624
PPG INDUSTRIES INC 553 598
PRINCIPAL FINL 625 629
PROCTER & GAMBLE 9,153 8,792
PROGRESSIVE CO OHIO 530 637
QUALCOMM INC 2,843 3,616
QUANTA SERVICES INC 205 216
REPUBLIC SERVICES 584 660
RESMED INC 161 172
REYNOLDS CONSUMER PRODS 298 295
ROBERT HALD INTL 150 176
ROCKWELL AUTROMATION 607 621
ROLLINS INC 236 262
ROSS STORES INC 357 415
ROYAL GOLD INC 110 121
RPM INTERNTNL 200 223
S B A COMMUNICATIONS 222 254
S&P GLOBAL INC 1,165 1,322
SHERWIN WILLIAMS CO 529 624
SKYWORKS SOLUTIONS 422 450
SMITH A O 279 330
STARBUCKS CORP 2,302 2,304
STRYKER CORP 1,112 1,198
SYNCHRONY FINL 552 573
SYSCO CORP 698 731
T-MOBILE US INC 2,872 2,886
TAPERSTRY INC 404 442
TARGA RESOURCES CORP 338 347
TARGET CORP 1,910 2,136
TEXAS INSTRUMENTS 4,980 5,114
TEXAS ROADHOUSE 209 244
THE CIGNA GROUP 1,432 1,497
THE COCA-COLA CO 7,837 7,661
TJX COMPANIES INC 1,703 1,782
TRACTOR SUPPLY COMPANY 427 430
TRAVELERS COMPANIES 808 952
UNION PACIFIC CORP 2,690 2,947
UNITED PARCEL SRVC 4,962 4,717
UNITED RENTALS INC 530 573
UNITEDHEALTH GRP INC 5,989 6,318
UNIVERSAL DISPLAY CO 150 191
VERISK ANALYTICS INC 237 239
VISA INC 2,911 3,124
VULCAN MATERIALS COM 430 454
WASTE MANAGEMENT INC 792 896
WATSCO INC 408 428
WENDYS CO 299 292
WESTERN ALLIANCE BNC 147 197
WESTLAKE CORP 265 280
WEYERHAEUSER CO 640 695
WILLIAMS SONOMA 281 404
YUM BRANDS INC 913 915
ZOETIS INC 548 592
ALPHABET INC 17,659 19,138
AMAZON.COM INC 9,771 10,636
AUTOZONE INC 18,051 36,199
BROADCOM INC 15,709 39,069
CENCORA INC 10,412 10,474
CHENIERE ENERGY INC 8,807 9,048
COSTCO WHOLESALE CO 9,700 10,561
CROCS INC 9,496 8,313
CXS CORP 21,015 22,778
JP MORGAN 13,315 15,989
MASTERCARD INC 8,974 10,236
NIKE INC CLASS B 17,839 13,571
NVIDIA CORP 52,889 191,650
XYLEM 15,473 16,353
APPLE INC 3,312 14,632
AFLAC, INC    
GLOBE LIFE INC. COM    
PNC FINL SVCS GROUP    

TY 2023 OtherProfessionalFeesSchedule
Name:
BUCY FAMILY FUND
EIN:
84-1570332
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MANAGEMENT FEE 7,410 7,410    


TY 2023 TaxesSchedule
Name:
BUCY FAMILY FUND
EIN:
84-1570332
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BUSINESS REGISTRATION 40     40
FOREIGN TAX ON INVESTMENTS 60 60