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
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$1,663,527J 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 89 89 89
4 Dividends and interest from securities... 24,471 24,471 24,471
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 72,698
b Gross sales price for all assets on line 6a 1,196,012
7 Capital gain net income (from Part IV, line 2)... 72,698
8 Net short-term capital gain......... 10,790
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)....... Click to see attachment
List of Attached Documents:
// Content
35 35 35
12 Total. Add lines 1 through 11........ 97,293 97,293 35,385
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
2,200      
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
11,146 11,146    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1,066 1,041   25
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.......... 14,412 12,187   25
25 Contributions, gifts, grants paid....... 59,500 59,500
26 Total expenses and disbursements. Add lines 24 and 25 73,912 12,187   59,525
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 23,381
b Net investment income (if negative, enter -0-) 85,106
c Adjusted net income (if negative, enter -0-)... 35,385
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......... 79,444 50,032 50,032
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)....... 919,356 Click to see attachment
List of Attached Documents:
// Content
972,149 		1,613,495
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) 998,800 1,022,181 1,663,527
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........ 986,150  
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 12,650 1,022,181
29 Total net assets or fund balances (see instructions)..... 998,800 1,022,181
30 Total liabilities and net assets/fund balances (see instructions). 998,800 1,022,181
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
998,800
2
Enter amount from Part I, line 27a .....................
2
23,381
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
1,022,181
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
1,022,181
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 SCHWAB 1593 LONG-TERM CAPITAL GAIN P    
b SCHWAB 1593 SHORT-TERM CAPITAL GAIN P    
c SCHWAB 2135 LONG-TERM CAPITAL GAIN P    
d SCHWAB 2135 SHORT-TERM CAPITAL GAIN P    
e SCHWAB 5137 LONG-TERM CAPITAL GAIN P    
SCHWAB 5137 SHORT-TERM CAPITAL GAIN 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 106,700   56,822 49,878
b 390,496   379,136 11,360
c 70,002   55,941 14,061
d 66,993   58,301 8,692
e 83,423   85,454 -2,031
478,398   487,660 -9,262
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       49,878
b       11,360
c       14,061
d       8,692
e       -2,031
      -9,262
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 72,698
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 10,790
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 1,183
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 1,183
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 1,183
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 1,030
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 1,030
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 5
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 158
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 2025 estimated taxright arrow   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 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 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 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 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
 
 
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
 
 
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
 
 
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
 
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 (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 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 (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
1,492,166
b
Average of monthly cash balances.......................
1b
69,661
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
1,561,827
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
1,561,827
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
23,427
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,538,400
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
76,920
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
76,920
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
1,183
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,183
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
75,737
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
75,737
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
75,737
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
59,525
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
59,525
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 75,737
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 57,683
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 59,525
a Applied to 2023, but not more than line 2a 57,683
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 2024 distributable amount..... 1,842
e Remaining amount distributed out of corpus  
5 Excess distributions carryover applied to 2024.    
(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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		73,895
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) ... 		 
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		 
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
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).)
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 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 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 (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

AMERICAN PRAIRIE

PO BOX 908
BOZEMAN,MT59771 		    CHARITY ACTIVITY SUPPORT 5,000

ANIMAL CONVERSATION SOCIETY

630 COUNTY RD
B31A
RIBERA,NM87560 		    CHARITY ACTIVITY SUPPORT 1,000

ASPEN MUSIC FESTIVAL & SCHOOL

225 MUSIC SCHOOL ROAD
ASPEN,CO81611 		    CHARITABLE ACTIVITY SUPPORT 500

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 12,000

CETACEAN SOCIETY INTERNATIONAL

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

CWEE

1175 OSAGE ST STE 300
DENVER,CO80204 		    CHARITABLE ACTIVITY SUPPORT 1,000

DARK SKIES PAONIA

PO BOX 807
PAONIA,CO81428 		    CHARITABLE ACTIVITY SUPPORT 500

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 1,000

FRIENDS OF CHAMBER MUSIC

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

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

JUNCTION ARTS & MEDIA

5 S MAIN STREET 1ST FLOOR
WHITE RIVER JUNCTION,VT05001 		    CHARITY ACTIVITY SUPPORT 2,000

KCLU
A SERVICE OF CA LUTHERAN UNIVERSITY
60 W OLSEN RD
STE 4400
THOUSAN OAKS,CA91360 		    CHARITY ACTIVITY SUPPORT 400

KCRW

PO BOX 7010
ARTESIA,CA907027010 		    CHARITABLE ACTIVTY SUPPORT 400

LGBTQ FUND OF VERMONT

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

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 1,500

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 1,000

PROJECT ANGEL HEART

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

RETURN TO FREEDOM

PO BOX 926
LOMPOC,CA93438 		    CHARITABLE ACTIVITY SUPPORT 7,000

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

SBCC FOUNDATION

721 CLIFF DRIVE
SANTA BARBARA,CA93109 		    CHARITY ACTIVITY SUPPORT 1,000

SCHOOLS FOR SALONE

PO BOX 25314
SEATTLE,WA98165 		    CHARITABLE ACTIVITY SUPPORT 500

SURFRIDER FOUNDATION

PO BOX 73550
SAN CLEMENTE,CA92673 		    CHARITY ACTIVITY SUPPORT 400

VEDANTA SOCIETY OF SOUTHERN CA

927 LADERA LN
SANTA BARBARA,CA93108 		    CHARITABLE ACTIVITY SUPPORT 500

VERMONT PUBLIC

365 TROY AVENUE
COLCHESTER,VT05446 		    CHARITY ACTIVITY SUPPORT 500

WELLINGTON SCHOOLS ENDOWMENT FUND

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

WISE FOOL NEW MEXICO

2778 AGUA FRIA STREET
STE D
SANTA FE,NM87507 		    CHARITABLE ACTIVITY SUPPORT 5,000
Total .................................right arrow 3a 59,500
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 89  
4 Dividends and interest from securities ....     14 24,471  
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 .....     14 35  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 72,698  
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) ..   97,293  
13Total. Add line 12, columns (b), (d), and (e)..................
13
97,293
(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
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
BUCY FAMILY FUND
EIN:
84-1570332
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
  2,200      

TY 2024 InvestmentsCorpStockSchedule
Name:
BUCY FAMILY FUND
EIN:
84-1570332
Name of Stock End of Year Book Value End of Year Fair Market Value
3MCO 1,687 1,678
A A O N INC    
ABBOTT LABORATORIES 4,010 4,185
ABBVIE    
ADT INC DEL 192 180
ADVANCED DRAIN SYS INC 148 116
AFFILIATED MANAGERS GROUP 161 185
AGILENT TECHNOLOGIES 239 269
AIR LEASE CORP 200 193
AIR PROD & CHEMICALS 1,716 1,740
ALLISON TRANSMISSION 176 324
ALLY FINL INC    
ALPHA ARCHTCT US QUNTV 8,873 8,850
ALPHABET INC    
ALPHABET INC 10,056 10,632
AMAZON.COM INC 14,420 17,112
AMERICAN EXPRESS CO 1,267 2,374
AMERICAN INTL GROUP 931 1,092
AMERIPRISE FINL 334 532
AMGEN INC    
AMKOR TECHNOLOGY 184 154
AMPHENOL CORP 639 833
ANALOG DEVICES CORP    
APPLE INC 17,234 32,805
APPLE INC 3,007 17,279
APPLE INC. 5,579 32,054
APPLIED INDL TECH 154 239
APPLIED MATERIALS 1,155 1,301
APTARGROUP INC 345 314
ARAMARK 138 187
ARMSTRONG WORLD INDS 157 141
ARTHUR J GALLAGHER & CO    
AUTO DATA PROCESSING 2,256 2,635
AUTOZONE INC 18,051 44,828
AVERY DENNISON CORP 184 187
AVNET INC 271 262
BAKER HUGHES CO    
BALL CORP    
BAXTER INTL CORP 527 496
BENTLEY SYSTEM INC 189 187
BEST BUY CO INC 581 686
BIO-TECHNE CORP 145 144
BLACKROCK INC NEW 3,196 3,075
BOOZ ALLEN HAMILTON 229 257
BORG WARNER INC    
BROADCOM    
BROADCOM INC 15,679 80,448
BROADRIDGE FINL SOLU 367 452
BROWN FORMAN CORP CLA 500 377
BROWN FORMAN CORP CLB 565 380
BRUKER CORP 184 117
BWX TECHNOLOGIES INC 246 223
C H ROBINSON WORLDWD 339 413
CABOT CORP 200 183
CAPITAL ONE FC    
CARLISLE CO 427 369
CARRIER GLOBAL CORP 668 819
CDW CORP 450 348
CELANESE CORP    
CENCORA INC    
CHAMPIONX CORP 177 136
CHARLES SCHWAB CORP 1,527 1,850
CHENIERE ENERGY INC    
CHEVRON CORP 9,373 8,690
CINTAS CORP 496 731
CISCO SYSTEMS INC    
CITIGROUP INC 4,677 4,575
CITIZENS FINL GROUP INC 693 656
CIVITAS RES INC    
COGNEX CORP 187 179
COHEN & STEERS INC 201 185
COLGATE-PALMOLIVE CO 1,403 1,727
COLUMBIA SPORTWEAR 245 252
COMMERCIAL METALS CO 246 198
CONCENTRIX    
CONOCOPHILLIPS 1,064 992
CONSTELLATION BRAND    
CORTEVA INC 598 570
COSTCO WHOLESALE CO 1,602 2,749
COSTCO WHOLESALE CO    
CROCS INC 13,962 13,472
CSX CORP 804 839
CUMMINS INC 1,110 1,046
CURTISS WRIGHT CORP    
CXS CORP 19,658 19,911
D R HORTON CO    
DANAHER CORP 942 918
DARDEN RESTAURANTS 624 747
DEERE & CO 1,792 1,695
DELTA AIR LINES INC 508 484
DIAMONDBACK ENERGY    
DICKS SPORTING GOODS 253 458
DISCOVER FINL S    
DOLBY LAB INC 240 234
DOMINOS PIZZA INC 457 420
DONALDSON INC 218 202
DOORDASH INC 12,881 14,930
DOVER CORP 402 375
DUPONT DE NEMOURS INC 597 610
EASTMAN CHEMICAL CO 349 365
EBAY INC 517 743
ECOLAB INC 541 703
ELECTRONIC ARTS INC 328 293
ELEVANCE HEALTH INC    
EMCOR GROUP INC 13,763 12,255
ENCOMPASS HEALTH CORP 305 277
EOG RESOURCES INC 355 368
EQT CORP    
EQUIFAX INC 198 255
EQUITABLE HLDGS INC    
EQUITRANS MIDSTREAM CORP    
ERIE INDEMNITY CO 281 412
EVERCORE INC 134 277
EXXON MOBIL CORP 16,116 15,490
FACTSET RESH SYS INC 490 480
FASTENAL CO 924 1,079
FEDEX CORP 1,316 1,407
FERGUSON ENTERPRISES INC 968 868
FIDELITY NATL FINL 480 561
FIRST AMER FINL    
FIRSTCASH HLDGS INC 219 207
FLOWSERVE CORP 191 288
FMC CORP 339 292
FOLIOBEYOND AL TRNC INC 22,058 22,582
FORTUNE BRANDS INNOVATION 228 205
FRANKLIN INCOME FOCUS 51,542 53,897
FRANKLIN RESOURCES    
FRANKLIN SENIOR LOAN 14,562 14,535
FRANKLIN SYSTEMATIC    
GE AEROSPACE 1,032 1,334
GEN DIGITAL INC 281 383
GENERAL DYNAMICS CO 1,649 1,844
GENERAL ELECTRIC CO    
GENUINE PARTS CO    
GILEAD SCIENCES INC 3,573 3,972
GLACIER BANCORP INC NEW 224 201
GOLDMAN SACHS GROUP    
GRACO INC 232 253
HALLIBURTON CO    
HAMILTON LANE INC 174 148
HARTFORD FINL SVC GP 698 875
HCA HEALTH INC 542 600
HCA HEALTHCARE INC 12,980 12,006
HEICO CORP 201 186
HENRY JACK & ASSOC INC 171 175
HERC HLGDS 210 189
HERSHEY CORP    
HESS CORP 137 133
HILTON WORLDWIDE HLD 294 494
HOME DEPOT INC 8,284 9,725
HONEYWELL INTL INC 2,930 3,388
HOULIHAN LOKEY INC 205 347
HOWMET AEROSPACE INC 232 219
HP INC    
HUBBELL INC 323 419
HUMANA INC    
HUNT J B TRANS SVCS INC 364 341
HUNTINGTON INGALLS    
ILLINOIS TOOL WORKS 1,716 1,775
INDEX CORP 228 209
INSPERITY INC    
INTERNTNL PAPER CO 654 646
INTUIT INC 1,038 1,257
INTUITIVE SURGICAL 13,056 13,049
ISHARES 1-3 YEAR TREASURY 25,565 25,578
ISHARES GOLD STRATEGY    
ITT INC 197 286
JABIL INC 246 288
JEFFERIES FINL 278 627
JOHNSON & JOHNSON 2,853 7,231
JOHNSON & JOHNSON    
JP MORGAN 12,366 21,094
KB HOME 223 197
KIMBERLY CLARK CORP 1,553 1,572
KKR & CO INC 477 887
KLA CORP 1,131 1,260
KONTOOR BRANDS INC 179 171
LAM RESEARCH CORP 1,364 1,372
LAMB WESTON HOLDINGS INC    
LAS VEGAS SANDS CORP    
LEAR CORP 281 189
LEAR CORP CL A    
LILLY ELI & CO 4,118 5,404
LINCOLN ELEC HLDGS 373 375
LITTLEFUSE INC 252 236
LKQ CORP    
LOCKHEED MARTIN CORP 3,158 3,402
LOUISIANA-PAC CORP 117 104
LOWES COMPANIES INC 2,679 2,468
MAGNOLIA OIL & GAS CORP 210 234
MANPOWERGROUP    
MARATHON OIL CORP    
MARKETAXESS HLDGS 235 226
MARRIOTT INTL INC 644 837
MARSH & MC LENNAN CO 1,788 1,912
MASCO CORP 347 363
MASTERCARD INC 8,226 11,585
MASTERCARD INC 2,014 2,633
MCDONALDS CORP 5,152 5,218
MCKESSON CORP 423 570
MERCK & CO INC 8,778 8,754
META PLATFORMS INC 11,191 12,296
META PLATFORMS INC 3,873 4,684
MICROSOFT CORP 20,907 26,133
MONGOBD INC 16,887 11,408
MONOLITHIC CORP 624 592
MOODYS CORP 669 947
MORGAN STANLEY    
MOTOROLA SOLUTIONS 558 924
MSC INDL DIRECT INC 304 224
MSCI INC 531 600
MURPHY OIL CORP 161 121
MURPHY USA INC    
NASDAQ INC 650 618
NETAPP INC 299 464
NETFLIX INC 12,691 14,261
NEW YORK TIMES CO 221 208
NEWMARKET CORP 538 528
NEXSTAR MEDIA GROUP 303 316
NIKE INC 2,508 2,119
NIKE INC CLASS B    
NORDSON CORP 250 209
NORFOLK SOUTHERN CO 1,070 1,174
NORTHROP GRUMMAN CO    
NRG ENERGY INC 293 541
NTNL FUEL GAS CO    
NVIDIA CORP 46,108 457,123
NVIDIA CORP 5,191 12,758
OCCIDENTAL PETROLEUM CO 629 544
OLD DOMINION FREIGHT 409 353
OLD NATL BANCORP INC 254 239
OMNICOM GROUP INC 553 516
ONEMAIN HLDGS INC 193 209
ORACEL CORP 3,197 4,666
OTIS WORLDWIDE CORP 655 648
OVINTIV INC    
PACCAR INC 695 624
PACKAGING CORP AMER 716 675
PARKER-HANNIFIN CORP 806 1,272
PAYCHEX INC 1,514 1,683
PAYCOM SOFTWARE INC 240 205
PEPSICO INC 8,334 7,299
PHILIP MORRIES INTL 6,848 6,499
PHILLIPS 66 251 228
POOL CORP 376 341
POPULAR INC 291 282
PPG INDUSTRIES INC    
PRIMO BRANDS CORP 222 215
PRINCIPAL FINL    
PROCTER & GAMBLE 9,563 10,394
PROGRESSIVE CO OHIO    
PROGRESSIVE CORP OH 12,518 11,741
PULTEGROUP INC 488 436
QUADRATIC INTRST RT VL T    
QUALCOMM INC 3,386 4,301
QUANTA SERVICES INC 205 316
RALPH LAUREN CORP 227 231
REGENERON PHARMS INC 11,538 12,110
REPUBLIC SERVICES 584 805
RESMED INC 407 457
REYNOLDS CONSUMER PRODS    
ROBERT HALD INTL 150 141
ROCKWELL AUTROMATION 607 572
ROLLINS INC 481 510
ROSS STORES INC 357 454
ROYAL GOLD INC 110 132
RPM INTERNTNL 200 246
RYDER SYS INC 328 314
S B A COMMUNICATIONS 655 611
S&P GLOBAL INC 1,165 1,494
SCHNEIDER NATL INC WIS 221 205
SCHWAB LONG TERM US 12,618 11,881
SCIENCE APPLICATION INT 227 224
SELECTIVE INS GROUP INC 192 187
SERVICE CORP INTL 258 239
SERVICEFIRST BANCSHARES I 190 169
SERVICENOW INC 11,816 13,782
SHERWIN WILLIAMS CO 529 680
SIMPSON MFG INC 190 166
SKYWORKS SOLUTIONS 422 355
SLM CORP 238 248
SMITH A O 209 205
SPDR BLMBERG 21,971 24,925
SPDR GOLD MINISHARES 16,550 22,148
STARBUCKS CORP    
STEEL DYNAMICS INC 401 342
STIFEL FINL CORP 337 318
STRYKER CORP 1,112 1,440
SYNCHRONY FINL    
SYSCO CORP 939 994
T-MOBILE US INC 3,341 4,415
TAPERSTRY INC 300 588
TARGA RESOURCES CORP 169 357
TARGET CORP 1,905 2,028
TERADYNE INC 120 126
TESLA INC 15,495 23,019
TETRA TECH INC NEW 211 199
TEXAS INSTRUMENTS    
TEXAS ROADHOUSE 209 361
THE CIGNA GROUP    
THE COCA-COLA CO    
THOR INDS INC 212 191
TJX COMPANIES INC 1,427 1,933
TORO CO 265 240
TRACTOR SUPPLY COMPANY 427 531
TRANSUNION 201 185
TRAVELERS COMPANIES    
TRINET GROUP INC 190 182
TYSON FOOD INC 619 574
UFP INDS 264 225
UNION PACIFIC CORP 3,636 3,649
UNITED PARCEL SRVC    
UNITED RENTALS INC 530 704
UNITEDHEALTH GRP INC 7,590 7,588
UNIVERSAL DISPLAY CO 150 146
UNIVERSAL HEALTH SVCS INC 191 179
VALERO ENERGY CORP NEW 267 245
VALLEY NATL BANCORP 208 181
VANECK FALLEN ANGEL HIGH 21,596 22,821
VANECK MERK GOLD ETF 17,636 22,289
VANGUARD EXTENDED DURATION    
VANGUARD LT TREASURY    
VANGUARD TOTAL BOND 133,395 133,825
VERISK ANALYTICS INC 237 275
VERTEX PHARMACEUTICA 15,780 23,357
VERTIV HLDGS CO 180 227
VISA INC 3,538 4,425
VISTRA CORP 292 276
VOYA FINL INC 150 138
VULCAN MATERIALS COM 430 514
WALMART INC 7,217 6,867
WARNER MUSIC GROUP CORP 196 186
WASTE MANAGEMENT INC 1,214 1,413
WATSCO INC 408 474
WENDYS CO    
WESTERN ALLIANCE BNC 98 167
WESTLAKE CORP    
WEYERHAEUSER CO    
WILLIAMS SONOMA 140 370
WISDOMTREE YIELD ENHNC    
WOODWARD INC 180 166
WYNDHAM HOTELS & RESORTS 208 202
XYLEM 8,023 8,818
YUM BRANDS INC 936 939
ZOETIS INC 917 815

TY 2024 OtherIncomeSchedule2
Name:
BUCY FAMILY FUND
EIN:
84-1570332
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
  35 35 35


TY 2024 OtherProfessionalFeesSchedule
Name:
BUCY FAMILY FUND
EIN:
84-1570332
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MANAGEMENT FEE 11,146 11,146    


TY 2024 TaxesSchedule
Name:
BUCY FAMILY FUND
EIN:
84-1570332
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BUSINESS REGISTRATION 25     25
TAXES 1,041 1,041