2025-09-10T13:01:28-04:00 2025-04-30 990 2024-05-01 066261690 ARCHIBALD COTR UA - BYR NEIGH TR ARCH 8888663275 PO BOX 653067 DALLAS TX 752653067 BANK OF AMERICA N A MANAGING DIR 8888663275 2025-09-10 true 2024 2025-03-06 01:10:19Z SAME AS ABOVE 485535 false X N/A X 1983 CT FOR THE BENEFIT OF THE BYRAM ARCHIBALD NEIGHBORHOOD CENTER TRUST 0 0 0 0 0 0 0 79817 231452 0 79817 231452 70000 73000 0 42987 48482 0 0 4477 5030 117464 126512 -37647 104940 2417429 2510000 0 0 2417429 2510000 X FOR THE BENEFIT OF THE BYRAM ARCHIBALD NEIGHBORHOOD CENTER TRUST false false 73000 73000 BYRAM ARCHIBALD NEIGHBORHOOD CENTER TRUST 12929 BANK OF AMERICA FEES 6464 JAMES BRUCE DOUGHERTY 92393 true false false false false false false false false false false true false false false false false false false false false false false false false false false true false false false false false false false false false false false false false false false false false false false true X 0 0 0 false false false false false false false false false false false false false X 0 0 false false false false false false false true false false false false true true true true true false false false CT X BANK OF AMERICA NA 8888663275 PO BOX 653067 DALLAS TX 752653067 X JAMES BRUCE DOUGHERTY CO TRUSTEE 1.0 X 16161 0 0 BANK OF AMERICA TRUSTEE 1.0 X 32321 0 0 48482 0 0 false false false 70562 70562 414973 254083 160890 160890 231452 70562 73000 73000 48482 19393 29089 1250 500 750 3780 3780 126512 92893 33619 0 86060 88175 2331369 2421825 2417429 2510000 0 0 X 2417429 2510000 2417429 2510000 2417429 2510000 X 104940 -12369 X X false false false X X 1 BYRAM ARCHIBALD NEIGHBORH 066261690 8 true 73000 0 1 73000 0 true false false false false false false false false false false false false false false true false false 2438 10719 0 62421 70562 64859 81281 0 29769 33619 0 35090 47662 2593371 2890124 65513 77366 0 2658884 2967490 0 0 2658884 2967490 39883 44512 2619001 2922978 91665 102304 0 91665 102304 35090 29827 91665 91665 0 91665 73000 0 19893 0 0 0 92893 0 91665 0 91665 0 0 0 0 0 0 0 0 0 0 0 92893 0 91665 1228 0 0 1228 0 0 0 0 1228 SECT. D LINE 2 ((1) In July 2007, a discretionary principal invasion of $200,000 was approved by co-trustees upon request of supported organization. The funds were issued for replacement of the HVAC system, a badly needed improvement. (2) Annual distributions are determined taking into consideration the needs of the charity and all other resources available to it. (3) Supported Org is, from time to time, a SEC D LINE 2 (CONT) participant in investment reviews (presented annually to co-trustee. Note that co-trustees have joint investment responsibility and the supported organization has no investment authority). Recent dates of SO attendance are: 2/18/2015; 10/6/2008,(4) Per trust agreement should individual trustee fail to name his successor, the Board of the Supported Org will name an individual as co-trustee. We call XXX-XX-XXXX ISHARES CORE S&P MID-CAP 55992 C XXX-XX-XXXX VANGUARD FTSE DEVELOPED M 148444 C XXX-XX-XXXX VANGUARD FTSE EMERGING MA 120130 C 92206C680 VANGUARD RUSSELL 1000 ET 88356 C XXX-XX-XXXX VANGUARD 500 INDEX FUND S 100679 C 09251M801 BLACKROCK EQTY DIVIDEND F 140480 C 52469H255 CLEARBRIDGE LARGE CAP GRO 68983 C 74256W584 PRINCIPAL MIDCAP FUND CL 43928 C 74440Y884 PGIM HIGH YIELD FUND CL R 28589 C XXX-XX-XXXX AGGREGATE BOND COMMON TRU 426547 C XXX-XX-XXXX SMALL CAP GROWTH LEADERS 78633 C 29099J109 EMERGING MARKETS STOCK CO 107940 C XXX-XX-XXXX SMALL CAP VALUE COMMON TR 74194 C XXX-XX-XXXX MID CAP GROWTH COMMON TRU 103367 C 45399C107 DIVIDEND INCOME COMMON TR 142599 C 99Z466197 INTERNATIONAL FOCUSED EQU 178028 C 99Z639934 LARGE CAP CORE COMMON TRU 229904 C 99Z639942 MID CAP CORE COMMON TRUST 108349 C 99Z639959 SMALL CAP CORE COMMON TRU 69426 C 99Z665806 MID CAP VALUE COMMON TRUS 107257 C 2421825 true BYRAM ARCHIBALD NEIGHBORHOOD TR PO BOX 4081 GREENWICH CT 068310401 060985313 73000 FMV UNRESTRICTED GENERAL SUPPORT EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2 PER BANK POLICY THIS IS MONITORED BY THE TRUST OFFICER EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a WHEN DECISIONS ARE MADE, THEY ARE DOCUMENTED IN PERMANENT RECORD. EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b N/A FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW TAX DEPARTMENT PREPARES, REVIEWS, AND FILES FROM 990. EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c ANNUAL STATEMENT FORM 990, PAGE 6, PART VI, LINE 15a NOT APPLICABLE, TRUST HAS CORPORATE TRUSTEE FORM 990, PAGE 6, PART VI, LINE 15b PUBLISHED FEE SCHD BASED ON INDUSTRY STANDARDS FORM 990, PAGE 6, PART VI, LINE 18 UPON REQUEST FORM 990, PAGE 6, PART VI, LINE 19 UPON REQUEST EXPLANATION FOR FORM 990, PART XI, LINE 9 CTF COST ADJUSTMENT ($12,369)