Buckingham Smith Benevolent Assn

St Augustine, FL
Tax-exempt since Feb. 1945
EIN: 59-6137514

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$266k (2024)

Expenses

$358k (2024)

Total Assets

$2.93M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$266,020

Expenses

$358,170

Net Income

-$92,150

Net Assets

$2,926,583

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4	0.0%
Dividends	$235,402	88.5%
Sales of Assets	$25,170	9.5%
Other Income	$5,444	2.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$308,479	86.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,926,583
Total Liabilities	$0
Net Assets	$2,926,583

Compensation

Key Employees and Officers	Compensation	Other
Bradley K Davis (Sec/Treas Trustee)	$22,407	$0
Darrell Poli (Trustee)	$0	$0
Joseph Boles Jr (Vice President Trustee)	$0	$0
Michael Sanders (President Trustee)	$0	$0
John D Bailey Jr (Trustee)	$0	$0
Todd Batenhorst (Trustee)	$0	$0
John Prioleau (Trustee)	$0	$0

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990-PF

Filed on May 30, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2023

Revenue

$480,781

Expenses

$349,491

Net Income

$131,290

Net Assets

$3,018,733

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$15,000	3.1%
Interest Revenue	$4	0.0%
Dividends	$227,614	47.3%
Sales of Assets	$238,163	49.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$294,067	84.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,019,031
Total Liabilities	$298
Net Assets	$3,018,733

Compensation

Key Employees and Officers	Compensation	Other
Bradley K Davis (Sec/Treas Trustee)	$23,542	$0
Darrell Poli (Trustee)	$0	$0
Joseph Boles Jr (Vice President Trustee)	$0	$0
Michael Sanders (President Trustee)	$0	$0
John D Bailey Jr (Trustee)	$0	$0
Todd Batenhorst (Trustee)	$0	$0
John Prioleau (Trustee)	$0	$0

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990-PF

Filed on May 13, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2022

Revenue

$234,610

Expenses

$304,617

Net Income

-$70,007

Net Assets

$2,887,443

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2	0.0%
Dividends	$205,490	87.6%
Sales of Assets	$29,118	12.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$255,400	83.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,887,443
Total Liabilities	$0
Net Assets	$2,887,443

Compensation

Key Employees and Officers	Compensation	Other
Bradley K Davis (Sec/Treas Trustee)	$22,000	$0
Darrell Poli (Trustee)	$0	$0
Joseph Boles Jr (Vice President Trustee)	$0	$0
Michael Sanders (Pres Vp Trustee)	$0	$0
John D Bailey Jr (Trustee)	$0	$0
Todd Batenhorst (Trustee)	$0	$0
John Prioleau (Trustee)	$0	$0

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990-PF

Filed on Nov. 15, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2021

Revenue

$271,938

Expenses

$376,978

Net Income

-$105,040

Net Assets

$2,957,450

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$21,802	8.0%
Interest Revenue	$3	0.0%
Dividends	$190,235	70.0%
Sales of Assets	$59,831	22.0%
Other Income	$67	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$330,649	87.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,961,387
Total Liabilities	$3,937
Net Assets	$2,957,450

Compensation

Key Employees and Officers	Compensation	Other
Bradley K Davis (Sec/Treas Trustee)	$22,738	$0
Darrell Poli (Trustee)	$0	$0
Joseph Boles Jr (Vice President Trustee)	$0	$0
Michael Sanders (Pres Vp Trustee)	$0	$0
John D Bailey Jr (Trustee)	$0	$0
Todd Batenhorst (Trustee)	$0	$0

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990-PF

Filed on May 11, 2022

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2020

Revenue

$173,643

Expenses

$355,242

Net Income

-$181,599

Net Assets

$3,062,490

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4	0.0%
Dividends	$179,590	> 100%
Sales of Assets	$0
Other Income	$872	0.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$320,221	90.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,062,500
Total Liabilities	$10
Net Assets	$3,062,490

Compensation

Key Employees and Officers	Compensation	Other
Bradley K Davis (Sec/Treas Trustee)	$23,500	$0
Darrell Poli (Trustee)	$0	$0
Joseph Boles Jr (Vice President Trustee)	$0	$0
Michael Sanders (Pres Vp Trustee)	$0	$0
John D Bailey Jr (Trustee)	$0	$0
Todd Batenhorst (Trustee)	$0	$0
Otis Mason (Trustee)	$0	$0

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990-PF

Filed on Nov. 10, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2019

Revenue

$227,959

Expenses

$370,388

Net Income

-$142,429

Net Assets

$3,244,088

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3	0.0%
Dividends	$191,475	84.0%
Sales of Assets	$32,831	14.4%
Other Income	$3,650	1.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$331,972	89.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,244,089
Total Liabilities	$1
Net Assets	$3,244,088

Compensation

Key Employees and Officers	Compensation	Other
Bradley K Davis (Sec/Treas Trustee)	$22,940	$0
Reuben J Plant (Trustee)	$0	$0
Darrell Poli (Trustee)	$0	$0
Joseph Boles Jr (Trustee)	$0	$0
Otis Mason (Trustee)	$0	$0
Michael Sanders (Pres Vp Trustee)	$0	$0
John D Bailey Jr (Trustee)	$0	$0
Todd Batenhorst (Trustee)	$0	$0

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990-PF

Filed on Nov. 11, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2018

Revenue

$374,802

Expenses

$436,689

Net Income

-$61,887

Net Assets

$3,386,518

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3	0.0%
Dividends	$179,536	47.9%
Sales of Assets	$191,973	51.2%
Other Income	$3,290	0.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$401,902	92.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,386,518
Total Liabilities	$0
Net Assets	$3,386,518

Compensation

Key Employees and Officers	Compensation	Other
Bradley K Davis (Sec/Treas Trustee)	$19,885	$0
Reuben J Plant (Pres Trustee)	$0	$0
Darrell Poli (Trustee)	$0	$0
Joseph Boles Jr (Trustee)	$0	$0
Otis Mason (Trustee)	$0	$0
Michael Sanders (V Pres Trustee)	$0	$0
John D Bailey Jr (Trustee)	$0	$0

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990-PF

Filed on May 10, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2017

Revenue

$317,611

Expenses

$418,812

Net Income

-$101,201

Net Assets

$3,448,405

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4	0.0%
Dividends	$177,077	55.8%
Sales of Assets	$133,107	41.9%
Other Income	$7,423	2.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$349,985	83.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,448,405
Total Liabilities	$0
Net Assets	$3,448,405

Compensation

Key Employees and Officers	Compensation	Other
Bradley K Davis (Sec/Treas Trustee)	$23,100	$0
Reuben J Plant (Pres Trustee)	$0	$0
Darrell Poli (Trustee)	$0	$0
Joseph Boles Jr (Trustee)	$0	$0
Otis Mason (Trustee)	$0	$0
Michael Sanders (V Pres Trustee)	$0	$0
John D Bailey Jr (Trustee)	$0	$0

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990-PF

Filed on May 9, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2016

Revenue

$222,960

Expenses

$524,608

Net Income

-$301,648

Net Assets

$3,549,606

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3	0.0%
Dividends	$170,441	76.4%
Sales of Assets	$47,211	21.2%
Other Income	$5,305	2.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$450,262	85.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,553,933
Total Liabilities	$4,327
Net Assets	$3,549,606

Compensation

Key Employees and Officers	Compensation	Other
Bradley K Davis (Sec/Treas Trustee)	$19,990	$0
Reuben J Plant (Pres Trustee)	$0	$0
Darrell Poli (Trustee)	$0	$0
Joseph Boles Jr 19 Riberia St (Trustee)	$0	$0
Otis Mason (Trustee)	$0	$0
Michael Sanders (V Pres Trustee)	$0	$0
John D Bailey Jr (Trustee)	$0	$0

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990-PF

Filed on May 10, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2015

Revenue

$260,141

Expenses

$403,025

Net Income

-$142,884

Net Assets

$3,851,254

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3	0.0%
Dividends	$171,742	66.0%
Sales of Assets	$76,936	29.6%
Other Income	$11,460	4.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$325,027	80.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,855,929
Total Liabilities	$4,675
Net Assets	$3,851,254

Compensation

Key Employees and Officers	Compensation	Other
Bradley K Davis (Sec/Treas Trustee)	$19,900	$0
Reuben J Plant (V Pres Trustee)	$0	$0
Darrell Poli (Pres Trustee)	$0	$0
Joseph Boles Jr 19 Riberia St (Trustee)	$0	$0
Otis Mason (Trustee)	$0	$0
Michael Sanders (Trustee)	$0	$0
John D Bailey Jr (Trustee)	$0	$0

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990-PF

Filed on May 12, 2016

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Fiscal Year Ending Dec.
2014

Revenue

$258,585

Expenses

$424,967

Net Income

-$166,382

Net Assets

$3,994,138

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3	0.0%
Dividends	$190,174	73.5%
Sales of Assets	$62,427	24.1%
Other Income	$5,981	2.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$344,127	81.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,028,285
Total Liabilities	$34,147
Net Assets	$3,994,138

Compensation

Key Employees and Officers	Compensation	Other
Bradley K Davis (Sec/Treas Trustee)	$20,650	$0
Reuben J Plant (V Pres Trustee)	$0	$0
Darrell Poli (Pres Trustee)	$0	$0
Joseph Boles Jr 19 Riberia St (Trustee)	$0	$0
Otis Mason (Trustee)	$0	$0
Michael Sanders (Trustee)	$0	$0
John D Bailey Jr (Trustee)	$0	$0

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990-PF

Filed on May 11, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2013

Revenue

$442,491

Expenses

$395,234

Net Income

$47,257

Net Assets

$4,160,520

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2	0.0%
Dividends	$181,946	41.1%
Sales of Assets	$255,382	57.7%
Other Income	$5,161	1.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$326,826	82.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,165,365
Total Liabilities	$4,845
Net Assets	$4,160,520

Compensation

Key Employees and Officers	Compensation	Other
Bradley K Davis (Sec/Treas Trustee)	$19,650	$0
Reuben J Plant (V Pres Trustee)	$0	$0
Darrell Poli (Pres Trustee)	$0	$0
Joseph Boles Jr 19 Riberia St (Trustee)	$0	$0
Otis Mason (Trustee)	$0	$0
Michael Sanders (Trustee)	$0	$0
John D Bailey Jr (Trustee)	$0	$0

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990-PF

Filed on May 13, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2012

Revenue

$306,753

Expenses

$391,818

Net Income

-$85,065

Net Assets

$4,113,263

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2	0.0%
Dividends	$189,552	61.8%
Sales of Assets	$104,568	34.1%
Other Income	$12,631	4.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$328,034	83.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,113,270
Total Liabilities	$7
Net Assets	$4,113,263

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$774,351

Expenses

$382,403

Net Income

$391,948

Net Assets

$4,198,328

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2	0.0%
Dividends	$212,140	27.4%
Sales of Assets	$560,294	72.4%
Other Income	$1,915	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$309,684	81.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,218,454
Total Liabilities	$20,126
Net Assets	$4,198,328

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

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Buckingham Smith Benevolent Assn

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $266k (2024)

Expenses $358k (2024)

Total Assets $2.93M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$266k (2024)

Expenses

$358k (2024)

Total Assets

$2.93M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

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2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001