2026-09-03T08:01:17-05:00 2026-04-30 990 2025-05-01 066261690 ARCHIBALD COTR UA - BYR NEIGH TR ARCH 8888663275 PO BOX 653067 DALLAS TX 752653067 BANK OF AMERICA N A MANAGING DIR 8888663275 2026-09-03 2025 SAME AS ABOVE 793454 false X N/A X 1983 CT FOR THE BENEFIT OF THE BYRAM ARCHIBALD NEIGHBORHOOD CENTER TRUST 0 0 0 0 0 0 0 231452 386233 0 231452 386233 73000 82000 0 48482 49956 0 0 5030 4387 126512 136343 104940 249890 2510000 2851905 0 0 2510000 2851905 X FOR THE BENEFIT OF THE BYRAM ARCHIBALD NEIGHBORHOOD CENTER TRUST false false 82000 82000 BYRAM ARCHIBALD NEIGHBORHOOD CENTER TRUST 14021 BANK OF AMERICA FEES 7011 JAMES BRUCE DOUGHERTY 103032 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 17527 0 0 BANK OF AMERICA TRUSTEE 1.0 X 35053 0 0 52580 0 0 false false false 69931 69931 723523 407221 316302 316302 386233 69931 82000 82000 49956 14021 35935 1250 1250 3137 3137 136343 96021 40322 0 88175 85250 2268261 153564 2766655 2510000 2851905 0 0 X 2510000 2851905 2510000 2851905 2510000 2851905 X 249890 92015 X X false false false X X 1 BYRAM ARCHIBALD NEIGHBORH 066261690 8 true 82000 0 1 82000 0 true false false false false false false false false false false false false false false true false false 10719 34208 0 70562 69931 81281 104139 0 33619 35935 0 47662 68204 2890124 3176951 77366 89651 0 2967490 3266602 0 0 2967490 3266602 44512 48999 2922978 3217603 102304 112616 0 102304 112616 47662 40513 102304 102304 0 102304 82000 0 21032 0 0 103032 0 102304 0 102304 0 0 0 0 0 0 0 0 0 0 0 103032 0 102304 728 0 0 728 0 0 0 0 728 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 C XXX-XX-XXXX VANGUARD FTSE DEVELOPED M 106128 C XXX-XX-XXXX VANGUARD FTSE EMERGING MA 125069 C 92206C680 VANGUARD RUSSELL 1000 ET 255178 C XXX-XX-XXXX VANGUARD 500 INDEX FUND S 89237 C 09251M801 BLACKROCK EQTY DIVIDEND F 167767 C 52469H255 CLEARBRIDGE LARGE CAP GRO C 74256W584 PRINCIPAL MIDCAP FUND CL 38660 C 74440Y884 PGIM HIGH YIELD FUND CL R C XXX-XX-XXXX AGGREGATE BOND COMMON TRU 492601 C XXX-XX-XXXX SMALL CAP GROWTH LEADERS 74492 C 29099J109 EMERGING MARKETS STOCK CO 146636 C XXX-XX-XXXX SMALL CAP VALUE COMMON TR 77191 C XXX-XX-XXXX MID CAP GROWTH COMMON TRU 90208 C 45399C107 DIVIDEND INCOME COMMON TR 161068 C 99Z466197 INTERNATIONAL FOCUSED EQU 187953 C 99Z639934 LARGE CAP CORE COMMON TRU 342148 C 99Z639942 MID CAP CORE COMMON TRUST 225116 C 99Z639959 SMALL CAP CORE COMMON TRU 62029 C 99Z665806 MID CAP VALUE COMMON TRUS 91849 C XXX-XX-XXXX PIMCO INTERNATIONAL BOND 33325 C 2766655 true BYRAM ARCHIBALD NEIGHBORHOOD TR PO BOX 4081 GREENWICH CT 068310401 060985313 82000 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 92015