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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
BUCKINGHAM SMITH BENEVOLENT ASSOCIATION
 
Number and street (or P.O. box number if mail is not delivered to street address)17 PACIFIC STREET
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ST AUGUSTINE, FL32084
A Employer identification number

59-6137514
B Telephone number (see instructions)

(904) 819-1799
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$6,955,202J 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 4 4  
4 Dividends and interest from securities... 235,402 235,402  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment
List of Attached Documents:
// Content
25,170
b Gross sales price for all assets on line 6a 223,280
7 Capital gain net income (from Part IV, line 2)... 25,170
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule)..... 0  
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
5,444 5,444  
12 Total. Add lines 1 through 11........ 266,020 266,020 0
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)......... 0      
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
22,407 11,204 0 11,203
c Other professional fees (attach schedule).... 0      
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
3,120 0 0 71
19 Depreciation (attach schedule) and depletion... 0    
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
36,109 35,438 0 671
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 61,636 46,642 0 11,945
25 Contributions, gifts, grants paid....... 296,534 296,534
26 Total expenses and disbursements. Add lines 24 and 25 358,170 46,642 0 308,479
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -92,150
b Net investment income (if negative, enter -0-) 219,378
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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......... 32,325 23,678 23,678
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).....   0  
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow     0  
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)....... 1,224,489 Click to see attachment
List of Attached Documents:
// Content
1,315,617 		5,365,593
c Investments—corporate bonds (attach schedule)....... 909,659 Click to see attachment
List of Attached Documents:
// Content
908,709 		887,352
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow     0  
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 845,196 Click to see attachment
List of Attached Documents:
// Content
666,341 		666,341
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow     0  
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
7,362 		Click to see attachment
List of Attached Documents:
// Content
12,238 		Click to see attachment
List of Attached Documents:
// Content
12,238
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,019,031 2,926,583 6,955,202
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons   0
21 Mortgages and other notes payable (attach schedule)......   0
22 Other liabilities (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
298 		Click to see attachment
List of Attached Documents:
// Content
0
23 Total liabilities (add lines 17 through 22)......... 298 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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 3,018,733 2,926,583
29 Total net assets or fund balances (see instructions)..... 3,018,733 2,926,583
30 Total liabilities and net assets/fund balances (see instructions). 3,019,031 2,926,583
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
3,018,733
2
Enter amount from Part I, line 27a .....................
2
-92,150
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
2,926,583
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
2,926,583
Form 990-PF (2024)
Form 990-PF (2024)
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 CAPITAL GAIN DISTRIBUTIONS P 2023-01-01 2024-12-31
b 5 SH-ABBVIE INC P 2023-08-16 2024-06-04
c 35 SH-BRISTOL MYERS P 2023-01-31 2024-01-16
d 14 SH-BRISTOL MYERS P 2023-02-01 2024-01-16
e 17 SH-CDW CORP P 2024-06-27 2024-11-20
8 SH-CDW CORP P 2024-06-28 2024-11-20
6 SH-CME GROUP INC P 2024-04-25 2024-09-24
2 SH-HOME DEPOT INC P 2023-08-16 2024-06-04
1 SH-HONEYWELL INTL P 2023-10-10 2024-06-04
5 SH-INTL BUSINESS MACHINES P 2023-12-08 2024-10-08
3 SH-JP MORGAN CHASE P 2023-07-18 2024-06-04
14 SH-MERCK & CO P 2024-01-16 2024-11-05
3 SH-MERCK & CO P 2024-01-17 2024-11-05
5 SH-MICROSOFT CORP P 2023-10-24 2024-03-26
10 SH-MICROSOFT TECH P 2023-12-08 2024-01-30
12 SH-NIKE INC P 2024-01-30 2024-07-16
10 SH-NIKE INC P 2024-01-31 2024-07-16
4 SH-PARKER INTL P 2023-01-31 2024-01-30
3 SH-PROCTOR & GAMBLE P 2023-10-10 2024-06-04
2 SH-UNION PACIFIC CORP P 2023-12-08 2024-06-04
15 SH-UNITED PARCEL SERVICE INC P 2024-01-30 2024-08-27
9 SH-UNITED PARCEL SERVICE INC P 2024-01-31 2024-08-27
1 SH-UNITEDHEALTH GROUP INC P 2023-12-08 2024-06-04
5 SH-VISA INC P 2024-04-25 2024-09-24
8 SH-WALMART STORES INC P 2023-11-21 2024-06-04
6 SH-EATON CORP P 2023-05-10 2024-01-03
6 SH-TRANE TECH PUB P 2023-08-16 2024-01-30
1330 SH-AT&T INC P 2020-02-03 2024-07-30
395 SH-AT&T INC P 2020-03-02 2024-07-30
860 SH-AT&T INC P 2022-08-01 2024-07-30
1 SH-ANTHEM INC P 2022-10-21 2024-11-05
4 SH-ANTHEM INC P 2022-12-22 2024-11-05
3 SH-ANTHEM INC P 2022-03-01 2024-12-05
15 SH-ANTHEM INC P 2022-03-02 2024-12-05
2 SH-ANTHEM INC P 2022-03-30 2024-12-05
4 SH-ANTHEM INC P 2023-11-21 2024-12-05
9 SH-BECTON DICKINSON P 2021-04-28 2024-08-27
8 SH-BECTON DICKINSON P 2022-08-16 2024-08-27
12 SH-BECTON DICKINSON P 2021-04-27 2024-10-08
10 SH-BRISTOL MYERS SQUIBB P 2018-10-30 2024-01-16
1 SH-BRISTOL MYERS SQUIBB P 2021-01-29 2024-01-16
5 SH-BRISTOL MYERS SQUIBB P 2018-10-30 2024-01-17
15 SH-BRISTOL MYERS SQUIBB P 2019-04-30 2024-01-17
65 SH-BRISTOL MYERS SQUIBB P 2019-09-17 2024-01-17
15 SH-BROADCOM INC P 2016-12-28 2024-07-16
10 SH-BROADCOM INC P 2019-10-01 2024-07-16
23 SH-BROADCOM INC P 2016-12-28 2024-10-22
39 SH-BROADCOM INC P 2016-12-28 2024-12-24
4 SH-CME GROUP INC P 2022-02-16 2024-09-24
6 SH-COCA COLA P 2023-03-28 2024-06-04
12 SH-COMCAST CORP P 2019-06-25 2024-02-13
5 SH-COMCAST CORP P 2020-01-19 2024-02-13
6 SH-COMCAST CORP P 2020-02-04 2024-02-13
9 SH-COMCAST CORP P 2020-11-08 2024-02-13
4 SH-COMCAST CORP P 2021-09-26 2024-02-13
33 SH-COMCAST CORP P 2022-12-06 2024-02-13
2 SH-CUMMINS INC P 2017-05-02 2024-12-18
2 SH-CUMMINS INC P 2022-12-22 2024-12-18
6 SH-EOG RESOURCES INC P 2022-10-21 2024-12-24
9 SH-EOG RESOURCES INC P 2023-04-25 2024-12-24
26 SH-EVERSOURCE ENERGY P 2015-09-28 2024-01-30
31 SH-EVERSOURCE ENERGY P 2015-09-28 2024-01-31
2 SH-HONEYWELL INTL INC P 2022-02-02 2024-06-04
8 SH-INTL BUSINESS MACHINES P 2022-06-07 2024-10-08
14 SH-JP MORGAN CHASE P 2023-07-18 2024-09-24
2 SH-KLA TENCOR CORP P 2017-10-10 2024-01-30
4 SH-KLA TENCOR CORP P 2017-10-09 2024-06-27
1 SH-KLA TENCOR CORP P 2017-10-10 2024-06-27
60 SH-LAM RESH CORP P 2018-11-13 2024-12-24
5 SH-LAM RESH CORP P 2018-11-13 2024-12-26
1 SH-LOCKHEED MARTIN P 2022-10-21 2024-06-04
9 SH-MERCK & CO INC P 2013-07-29 2024-11-05
8 SH-MERCK & CO INC P 2023-10-24 2024-11-05
33 SH-MERCK & CO INC P 2013-07-29 2024-12-05
2 SH-MICROSOFT CORP P 2022-03-30 2024-03-26
2 SH-MICROSOFT CORP P 2022-04-07 2024-03-26
1 SH-MICROSOFT CORP P 2022-03-30 2024-06-04
6 SH-MICROSOFT CORP P 2023-02-14 2024-06-04
9 SH-MICROCHIP TECHNOLOGY INC P 2022-11-23 2024-01-30
13 SH-MICROCHIP TECHNOLOGY INC P 2022-08-30 2024-09-24
16 SH-MICROCHIP TECHNOLOGY INC P 2022-08-31 2024-09-24
27 SH-MICROCHIP TECHNOLOGY INC P 2022-11-23 2024-09-24
73 SH-MICROCHIP TECHNOLOGY INC P 2022-08-30 2024-09-25
35 SH-NIKE INC P 2022-10-25 2024-07-16
4 SH-NIKE INC P 2023-06-07 2024-07-16
1 SH-NORTHROP GRUMMAN CORP P 2021-12-21 2024-06-04
2 SH-PARKER HANNIFIN CORP P 2022-12-22 2024-03-26
2 SH-PARKER HANNIFIN CORP P 2023-01-31 2024-03-26
35 SH-PHILIP MORRIS INTL INC P 2015-01-06 2024-04-09
12 SH-PHILIP MORRIS INTL INC P 2022-08-02 2024-04-09
5 SH-PHILIP MORRIS INTL INC P 2022-10-21 2024-04-09
58 SH-PHILIP MORRIS INTL INC P 2015-01-06 2024-04-10
8 SH-UNION PACIFIC CORP P 2017-05-16 2024-12-18
7 SH-UNION PACIFIC CORP P 2023-07-18 2024-12-18
9 SH-UNION PACIFIC CORP P 2023-12-08 2024-12-18
3 SH-UNITED PARCEL SERVICE INC P 2021-06-23 2024-05-21
5 SH-UNITED PARCEL SERVICE INC P 2021-09-01 2024-05-21
3 SH-UNITED PARCEL SERVICE INC P 2022-06-21 2024-05-21
10 SH-UNITED PARCEL SERVICE INC P 2022-11-23 2024-05-21
3 SH-UNITED PARCEL SERVICE INC P 2022-06-21 2024-06-04
6 SH-UNITED PARCEL SERVICE INC P 2022-09-27 2024-06-04
3 SH-UNITED PARCEL SERVICE INC P 2022-10-21 2024-06-04
7 SH-UNITED PARCEL SERVICE INC P 2022-12-22 2024-06-04
20 SH-UNITED PARCEL SERVICE INC P 2019-03-25 2024-08-27
24 SH-UNITED PARCEL SERVICE INC P 2019-03-26 2024-08-27
1 SH-UNITED PARCEL SERVICE INC P 2021-03-02 2024-08-27
3 SH-UNITED PARCEL SERVICE INC P 2022-09-27 2024-08-27
2 SH-VALERO ENERGY CORP P 2022-11-23 2024-06-04
5 SH-VISA INC P 2023-05-09 2024-09-24
13 SH-VISA INC P 2023-08-09 2024-10-22
4 SH-EATON CORP P 2020-03-03 2024-01-30
10 SH-EATON CORP P 2020-03-03 2024-03-26
18 SH-EATON CORP P 2020-03-03 2024-04-25
20 SH-EATON CORP P 2020-03-03 2024-04-26
4 SH-MEDTRONIC PLC P 2018-09-04 2024-10-08
7 SH-MEDTRONIC PLC P 2020-03-20 2024-10-08
5 SH-MEDTRONIC PLC P 2022-10-21 2024-10-08
14 SH-MEDTRONIC PLC P 2023-07-18 2024-10-08
3 SH-TRANE TECH PUB P 2016-11-15 2024-01-30
(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 35 0 0 35
b 808 0 762 46
c 1,750 0 2,538 -788
d 700 0 1,018 -318
e 2,962 0 3,802 -840
1,394 0 1,797 -403
1,296 0 1,282 14
657 0 671 -14
206 0 186 20
1,141 0 805 336
597 0 463 134
1,421 0 1,657 -236
304 0 357 -53
2,114 0 1,653 461
859 0 862 -3
871 0 1,250 -379
726 0 1,038 -312
1,911 0 1,302 609
499 0 435 64
455 0 461 -6
1,917 0 2,185 -268
1,150 0 1,298 -148
503 0 503 0
1,384 0 1,378 6
529 0 415 114
1,504 0 1,021 483
1,546 0 1,224 322
25,190 0 38,663 -13,473
7,481 0 11,006 -3,525
16,288 0 16,168 120
417 0 517 -100
1,669 0 2,036 -367
1,184 0 1,351 -167
5,920 0 6,969 -1,049
789 0 1,003 -214
1,579 0 1,880 -301
2,133 0 2,275 -142
1,896 0 2,147 -251
2,838 0 3,033 -195
500 0 498 2
50 0 62 -12
247 0 249 -2
740 0 693 47
3,205 0 3,237 -32
2,513 0 271 2,242
1,675 0 275 1,400
4,121 0 415 3,706
9,252 0 703 8,549
864 0 955 -91
381 0 369 12
500 0 516 -16
208 0 221 -13
250 0 263 -13
375 0 471 -96
167 0 212 -45
1,374 0 1,147 227
723 0 320 403
723 0 478 245
721 0 805 -84
1,082 0 1,051 31
1,424 0 1,276 148
1,707 0 1,522 185
412 0 414 -2
1,826 0 1,141 685
2,966 0 2,159 807
1,190 0 208 982
3,259 0 415 2,844
815 0 104 711
4,416 0 862 3,554
366 0 72 294
467 0 447 20
913 0 416 497
812 0 827 -15
3,390 0 1,527 1,863
846 0 627 219
846 0 638 208
413 0 314 99
2,485 0 1,628 857
773 0 691 82
1,010 0 840 170
1,242 0 1,038 204
2,097 0 2,074 23
5,582 0 4,718 864
2,539 0 3,162 -623
290 0 429 -139
448 0 379 69
1,100 0 573 527
1,100 0 651 449
3,185 0 2,852 333
1,092 0 1,182 -90
455 0 434 21
5,182 0 4,727 455
1,835 0 888 947
1,606 0 1,487 119
2,065 0 2,074 -9
437 0 613 -176
728 0 980 -252
437 0 524 -87
1,456 0 1,834 -378
407 0 523 -116
814 0 983 -169
407 0 492 -85
950 0 1,218 -268
2,556 0 2,137 419
3,067 0 2,599 468
128 0 163 -35
383 0 491 -108
312 0 278 34
1,384 0 1,168 216
3,706 0 3,036 670
1,002 0 380 622
3,132 0 949 2,183
5,709 0 1,709 4,000
6,411 0 1,898 4,513
351 0 382 -31
614 0 541 73
439 0 412 27
1,229 0 1,206 23
773 0 176 597
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 0 0 0 35
b 0 0 0 46
c 0 0 0 -788
d 0 0 0 -318
e 0 0 0 -840
0 0 0 -403
0 0 0 14
0 0 0 -14
0 0 0 20
0 0 0 336
0 0 0 134
0 0 0 -236
0 0 0 -53
0 0 0 461
0 0 0 -3
0 0 0 -379
0 0 0 -312
0 0 0 609
0 0 0 64
0 0 0 -6
0 0 0 -268
0 0 0 -148
0 0 0 0
0 0 0 6
0 0 0 114
0 0 0 483
0 0 0 322
0 0 0 -13,473
0 0 0 -3,525
0 0 0 120
0 0 0 -100
0 0 0 -367
0 0 0 -167
0 0 0 -1,049
0 0 0 -214
0 0 0 -301
0 0 0 -142
0 0 0 -251
0 0 0 -195
0 0 0 2
0 0 0 -12
0 0 0 -2
0 0 0 47
0 0 0 -32
0 0 0 2,242
0 0 0 1,400
0 0 0 3,706
0 0 0 8,549
0 0 0 -91
0 0 0 12
0 0 0 -16
0 0 0 -13
0 0 0 -13
0 0 0 -96
0 0 0 -45
0 0 0 227
0 0 0 403
0 0 0 245
0 0 0 -84
0 0 0 31
0 0 0 148
0 0 0 185
0 0 0 -2
0 0 0 685
0 0 0 807
0 0 0 982
0 0 0 2,844
0 0 0 711
0 0 0 3,554
0 0 0 294
0 0 0 20
0 0 0 497
0 0 0 -15
0 0 0 1,863
0 0 0 219
0 0 0 208
0 0 0 99
0 0 0 857
0 0 0 82
0 0 0 170
0 0 0 204
0 0 0 23
0 0 0 864
0 0 0 -623
0 0 0 -139
0 0 0 69
0 0 0 527
0 0 0 449
0 0 0 333
0 0 0 -90
0 0 0 21
0 0 0 455
0 0 0 947
0 0 0 119
0 0 0 -9
0 0 0 -176
0 0 0 -252
0 0 0 -87
0 0 0 -378
0 0 0 -116
0 0 0 -169
0 0 0 -85
0 0 0 -268
0 0 0 419
0 0 0 468
0 0 0 -35
0 0 0 -108
0 0 0 34
0 0 0 216
0 0 0 670
0 0 0 622
0 0 0 2,183
0 0 0 4,000
0 0 0 4,513
0 0 0 -31
0 0 0 73
0 0 0 27
0 0 0 23
0 0 0 597
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 25,170
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 -1,159
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 3,049
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 0
3 Add lines 1 and 2........................... 3 3,049
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 3,049
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 9,000
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. Part VI Line 7 - Original Return Overpayment : -9000 7 9,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 5,951
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow5,951 Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
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 arrowFL
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 2024 or the taxable year beginning in 2024? 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 arrowBRADLEY K DAVIS CPA-DAVIS & DAVIS-CPAs PA Telephone no.right arrow (904) 819-1799

Located atright arrow17 PACIFIC STSUITE AST AUGUSTINEFL ZIP+4right arrow32084
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 2024, 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 (2024)
Form 990-PF (2024)
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 2024? .............
1d
 
No
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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
 
No
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 2024 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 2024.) .....................
3b
 
No
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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
 
 
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
Darrell Poli Trustee
0.40 		0 0 0
150 Riberia Street
St Augustine,FL32084
Bradley K Davis Sec/Treas-Trustee
168.00 		22,407 0 0
34 Bay View Drive
St Augustine,FL32084
Joseph Boles Jr Vice President-Trustee
0.40 		0 0 0
19 Riberia Street
St Augustine,FL32084
Michael Sanders President-Trustee
0.50 		0 0 0
946 Deer Hammock Circle
Saint Augustine,FL32080
John D Bailey Jr Trustee
0.40 		0 0 0
820 Summer Bay Drive
St Augustine,FL32080
Todd Batenhorst Trustee
0.40 		0 0 0
PO Box 4514
Saint Augustine,FL320854514
John Prioleau Trustee
0.40 		0 0 0
245 Rivershore Lane
Saint Augustine,FL32084
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 0
Form 990-PF (2024)
Form 990-PF (2024)
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 arrow0
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 FLAGLER HEALTH CARE FOUNDATION MEDICAL CARE FOR INDIGENT AFRICAN-AMERICANS IN ST. JOHNS COUNTY, FL 60,000
2 ST. JOHNS HOUSING PARTNERSHIP, INC. ASSIST WITH REPAIRS TO HOUSING USED BY INDIGENT AFRICAN-AMERICANS LIVING IN ST. JOHNS COUNTY, FL 60,000
3 YOUNG LIFE ST. AUGUSTINE ASSIST WITH TUTORING, COUNSELING, AND MENTORING SERVICES FOR INDIGENT AFRICAN-AMERICANS LIVING IN ST. JOHNS COUNTY, FL 47,386
4 GOOD SAMARITAN HEALTH CLINIC PROVIDE SENIOR SERVICE HEALTH CARE FOR INDIGENT AFRICAN-AMERICANS LIVING IN ST. JOHNS COUNTY, FL 45,000
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  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
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
7,106,182
b
Average of monthly cash balances.......................
1b
27,633
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
7,133,815
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
 
3
Subtract line 2 from line 1d.........................
3
7,133,815
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
107,007
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
7,026,808
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
351,340
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
351,340
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
3,049
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
3,049
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
348,291
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
348,291
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
348,291
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
308,479
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
308,479
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 348,291
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:2022, 2021, 2020 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 331,972
b From 2020...... 320,221
c From 2021...... 330,649
d From 2022...... 255,400
e From 2023...... 294,067
f Total of lines 3a through e ........ 1,532,309
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 308,479
a Applied to 2023, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount.....  
e Remaining amount distributed out of corpus 308,479
5 Excess distributions carryover applied to 2024. 44,521  
(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 1,796,267
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
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...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		348,291
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 2019 not
applied on line 5 or line 7 (see instructions) ... 		287,451
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		1,508,816
10 Analysis of line 9:
a Excess from 2020.... 320,221
b Excess from 2021.... 330,649
c Excess from 2022.... 255,400
d Excess from 2023.... 294,067
e Excess from 2024.... 308,479
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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).)
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
BRADLEY K DAVIS
17 PACIFIC STREET SUITE A
SAINT AUGUSTINE,FL32084
(904) 819-1799
bThe form in which applications should be submitted and information and materials they should include:
DESCRIBE BENEFITS TO INDIGENT AFRICAN-AMERICAN RESIDENTS OF ST. JOHNS COUNTY, FL.
cAny submission deadlines:
SEPTEMBER 15th FOR FOLLOWING CALENDAR YEAR.
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
MUST BENEFIT INDIGENT AFRICAN-AMERICANS RESIDING IN ST JOHNS COUNTY, FL.
Form 990-PF (2024)
Form 990-PF (2024)
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

St Johns Housing Partnership Inc

PO Box 1086
St Augustine,FL32085 		  501(c)(3) Repairs tohousing units 60,000

St Joseph Academy

155 SR 207
St Augustine,FL32084 		  501(c)(3) Scholarships foryouth 0

Flagler College Inc

74 King St
St Augustine,FL32084 		  501(c)(3) Scholarships for youth 15,000

Flagler Health Care Foundation Inc

400 Health Park Blvd
St Augustine,FL32086 		  501(c)(3) Health care forindigent patients 60,000

St Johns County Council on Aging

180 Marine St
St Augustine,FL32084 		  501 (c)(3) Meals on Wheels-for indigents 40,648

Safety Shelter of St Johns County Inc

2450 Old Moultrie Road Suite 202
St Augustine,FL32086 		  501 (c)(3) Assistance for victims of domestic violence 25,000

Young Life St Augustine

PO Box 9012
St Augustine,FL32085 		  501 (c)(3) Provide tutoring, mentoring, etc. to indigent youth 47,386

Good Samaritan Health Centers Inc

268 Herbert Street
St Augustine,FL32084 		  501 (c)(3) Provide medical and dentalservices 45,000

St Johns County Education Foundation

1 Christopher Street
St Augustine,FL32084 		  501 (c)(3) Provide educationalassistance to indigent youth. 3,500
Total .................................right arrow 3a 296,534
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
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 4  
4 Dividends and interest from securities ....     14 235,402  
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 25,170  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aMISCELLANEOUS 		    14 5,444  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   266,020  
13Total. Add line 12, columns (b), (d), and (e)..................
13
266,020
(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 (2024)
Form 990-PF (2024)
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
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Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  
Part VI Line 7 -Original Return Overpayment: -9,000


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
BUCKINGHAM SMITH BENEVOLENT ASSOCIATION
EIN:
59-6137514
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
DAVIS & DAVIS-CERTIFIED PUBLIC ACCTS, PA COMPILATION/BOOKKEEPING/TAX PREPARATION,ETC. 22,407 11,204 0 11,203

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TY 2024 GainLossSaleOtherAssetsSch
Name:
BUCKINGHAM SMITH BENEVOLENT ASSOCIATION
EIN:
59-6137514
Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
SALES OF INVESTMENTS   Purchased    
BANK OF AMERICA NA 		223,245 198,110     25,135  
CAPITAL GAIN DISTRIBUTIONS   Purchased    
BANK OF AMERICA NA 		35 0     35  

TY 2024 GeneralExplanationAttachment
Name:
BUCKINGHAM SMITH BENEVOLENT ASSOCIATION
EIN:
59-6137514
Identifier Return Reference Explanation
  OBJECT AND PURPOSE INTERPRETATION CHANGE- BUCKINGHAM SMITH BENEVOLENT ASSOCATION FROM HISTORICAL RESEARCH CONCLUDED IN 2016, THE BOARD OF TRUSTEES FOR THE BUCKINGHAM FROM HISTORICAL RESEARCH CONCLUDED IN 2016, THE BOARD OF TRUSTEES FOR THE BUCKINGHAM FROM HISTORICAL RESEARCH CONCLUDED IN 2016, THE BOARD OF TRUSTEES FOR THE BUCKINGHAM FROM HISTORICAL RESEARCH CONCLUDED IN 2016, THE BOARD OF TRUSTEES FOR THE BUCKINGHAM FROM HISTORICAL RESEARCH CONCLUDED IN 2016, THE BOARD OF TRUSTEES FOR THE BUCKINGHAM

TY 2024 InvestmentsCorpBondsSchedule
Name:
BUCKINGHAM SMITH BENEVOLENT ASSOCIATION
EIN:
59-6137514
Name of Bond End of Year Book Value End of Year Fair Market Value
Cohen & Steers-18,839.795 SH 256,679 231,730
Pimco Income Fund-17,600.972 SH 205,448 185,162
US Treasury Bond-Due August 15, 2043-500,000 SH 446,582 470,460

TY 2024 InvestmentsCorpStockSchedule
Name:
BUCKINGHAM SMITH BENEVOLENT ASSOCIATION
EIN:
59-6137514
Name of Stock End of Year Book Value End of Year Fair Market Value
Abbott Labs-138 SH 14,253 15,609
Abbvie Inc-144 SH 16,882 25,589
Accenture PLC-57 SH 13,059 20,052
Ameren Corp-77 SH 4,626 6,864
American Electric Power-79 SH 4,497 7,286
Analog Devices, Inc.-88 SH 11,602 18,696
AT&T Inc.-808 SH 12,218 18,398
AT&T Inc.-2590 SH 48,692 58,974
Automatic Data Processing Inc-59 SH 8,413 17,271
Avalonbay Cmntys Inc-26 SH 5,902 5,719
Avery Dennison Corp-30 SH 4,077 5,614
Bank New York Mellon-203 SH 10,237 15,596
Becton Dickinson-25 SH 6,000 5,672
Blackrock Inc-16 SH 5,843 16,402
Blackstone Inc-38 SH 2,729 6,552
Bristol Myers Squibb-256 SH 14,281 14,479
Broadcom LTD-123 SH 2,217 28,516
Booz Allen Hamilton-37 SH 3,442 4,762
Chevron-7,125 SH 22,767 1,031,985
Chubb Corp-73 SH 7,937 20,170
Cisco System Inc-408 SH 11,702 24,154
CME Group Inc-66 SH 8,413 15,327
CMS Energy Corp-70 SH 1,762 4,666
Cola Cola Com-242 SH 13,742 15,067
Comcast Corp-563 SH 16,538 21,129
Conocophillips-72 SH 5,760 7,140
CSX Corp-179 SH 5,868 5,776
Cummins Inc-24 SH 3,845 8,366
Disney-120 SH 13,315 13,362
DTE Energy Co-31 SH 2,308 3,743
Ebay Inc.-102 SH 5,478 6,319
Entergy Corp New-156 SH 8,442 11,828
EOG Res Inc-98 SH 6,145 12,013
Exxon Mobil-13,965 SH 121,461 1,502,215
General Mills-149 SH 9,902 9,502
Genuine Parts-40 SH 6,498 4,670
Home Depot-70 SH 4,738 27,229
Honeywell Intl Inc-96 SH 10,414 21,685
Illinois Tools Works Inc.-46 SH 11,504 11,664
International Business Machs-88 SH 11,192 19,345
International Business Machs-795 SH 96,382 174,765
Invesco QQQ Trust-500 SH 27,743 255,615
Ishares Russell 2000 Index Fund-2,350 SH 204,700 519,256
JP Morgan Chase & Co-235 SH 14,267 56,332
Johnson & Johnson-195 SH 21,084 28,201
KLA-Tencor Corp-22 SH 2,150 13,863
LAM Research Corp-135 SH 1,912 9,751
Linde PLC Reg-33 SH 9,395 13,816
Lockheed Martin Corp-23 SH 5,139 11,177
Marsh & Mclennan Cos Inc-96 SH 5,728 20,391
McDonalds Corp-68 SH 12,990 19,713
Medtronic PLC-115 SH 8,870 9,186
Merck & Co Inc-123 SH 5,692 12,236
Microsoft Corp-94 SH 5,972 39,621
Mondelez Intl Inc-213 SH 12,220 12,722
Morgan Stanley-140 SH 13,476 17,601
Nextera Energy Inc-76 SH 1,624 5,448
Northern Grumman Corp-30 SH 11,099 14,079
Packaging Corp Amer-34 SH 4,549 7,654
Parker Hannifin Corp-32 SH 4,396 20,353
Pepsico Inc-53 SH 5,561 8,059
PNC Financial Services Group-126 SH 13,596 24,299
PPG Industries Inc-66 SH 9,271 7,884
Procter & Gamble Co-149 SH 15,049 24,980
Prologis Inc.-50 SH 6,074 5,285
Public Service Enterprise-73 SH 4,850 6,168
Public Storage Inc.-17 SH 4,918 5,090
Qualcomm Inc.-35 SH 5,874 5,377
Southern Company-152 SH 10,474 12,513
SPDR S&P Midcap 400-1,200 SH 102,588 683,496
Texas Instruments Inc-49 SH 1,789 9,188
TJX COS Inc.-101 SH 9,871 12,202
Trane Tech Pub-37 SH 2,166 13,666
Union Pac Corp-64 SH 6,980 14,595
Unitedhealth Group Inc-59 SH 21,754 29,846
Valero Energy Corp-90 SH 8,649 11,033
Verizon Communication Inc.-1,121 SH 65,882 44,829
Visa Inc.-44 SH 10,158 13,906
Walmart Stores Inc-379 SH 15,066 34,243
Waste Management-57 SH 3,691 11,502
WEC Energy Group-65 SH 2,821 6,113
WELLS FARGO & CO-429 SH 20,446 30,133

TY 2024 InvestmentsOtherSchedule2
Name:
BUCKINGHAM SMITH BENEVOLENT ASSOCIATION
EIN:
59-6137514
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
Bank of America - Money Market Funds   666,341 666,341

TY 2024 OtherAssetsSchedule
Name:
BUCKINGHAM SMITH BENEVOLENT ASSOCIATION
EIN:
59-6137514
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
FEDERAL INCOME TAX DEPOSIT 0 5,951 5,951
DUE FROM BANK OF AMERICA N.A. 7,362 6,287 6,287


TY 2024 OtherExpensesSchedule
Name:
BUCKINGHAM SMITH BENEVOLENT ASSOCIATION
EIN:
59-6137514
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BANK CHARGES 34,767 34,767 0 0
D & O INSURANCE 804 402 0 402
MEALS-MEETINGS 470 235 0 235
OFFICE EXPENSE 68 34 0 34


TY 2024 OtherIncomeSchedule2
Name:
BUCKINGHAM SMITH BENEVOLENT ASSOCIATION
EIN:
59-6137514
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
MISCELLANEOUS 5,444 5,444  


TY 2024 OtherLiabilitiesSchedule
Name:
BUCKINGHAM SMITH BENEVOLENT ASSOCIATION
EIN:
59-6137514
Description Beginning of Year - Book Value End of Year - Book Value
EXCISE TAXES PAYABLE 298 0


TY 2024 TaxesSchedule
Name:
BUCKINGHAM SMITH BENEVOLENT ASSOCIATION
EIN:
59-6137514
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LICENSES & TAXES 3,120 0 0 71