STRATEGY STUDIO / PUBLIC DATA EXPLORER

ANSOM FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
ANSOM FOUNDATION (EIN 20-1939623)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-06-01
IRS object ID
202011539349100731
Schema version
2019v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2020-06-01T14:52:12-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN341639529PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MCMANUS DOSEN & COBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line17251 ENGLE RD STE 406AddressLine1Txt
CityMIDDLEBURG HEIGHTSCityNm
State AbbreviationOHStateAbbreviationCd
ZIP441303400ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN201939623EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ANSOM FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlANSOBusinessNameControlTxt
Phone4402556053PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line18861 ASPENWOOD COURTAddressLine1Txt
CityMENTORCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44060ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTHOMAS JOHN SADOWSKIPersonNm
Person TitleSECRETARYPersonTitleTxt
Phone4402556053PhoneNum
Signature2020-05-01SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL DOSEN CPAPreparerPersonNm
PTINP00299020PTIN
Phone4402433400PhoneNum
Preparation2020-06-01PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address70.60.187.50IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-06-01IPDt
IP Tm14:52:12IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdE6E2AD4218C66188384745D8DDD370E18C2A576FAtSubmissionCreationDeviceId
At Submission Filing Device Id2D02AA912B43A8EC7E9374FCC81C280205211041AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$102,703FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$2,684DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,684DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,695NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$8,182GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,968CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$4,379TotalRevAndExpnssAmt
Total Net Invst Incm$4,652TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$985AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$985AccountingFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss$1,153OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$1,153OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$74TaxesRevAndExpnssAmt
Taxes Net Invst Incm$74TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$2,212TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,212TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$14,900ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$14,900ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$17,112TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,212TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$14,900TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$12,733ExcessRevenueOverExpensesAmt
Net Investment Income$2,440NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash EOY-$2CashEOYAmt
Sav And Temp Cash Invst BOY$29,446SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$23,201SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$23,201SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$67,987CorporateStockBOYAmt
Corporate Stock EOY$61,501CorporateStockEOYAmt
Corporate Stock EOYFMV$79,502CorporateStockEOYFMVAmt
Total Assets BOY$97,433TotalAssetsBOYAmt
Total Assets EOY$84,700TotalAssetsEOYAmt
Total Assets EOYFMV$102,703TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$97,433RetainedEarningBOYAmt
Retained Earning EOY$84,700RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$97,433TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$84,700TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$97,433TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$84,700TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$97,433TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$12,733ExcessRevenueOverExpensesAmt
Subtotal$84,700SubtotalAmt
Tot Net Ast Or Fund Balances EOY$84,700TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$1,968CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$12,926AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$83,986NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.153907DistributionYr1Rt
Adjusted Qlfy Distri Yr2$14,575AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$110,946NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.131370DistributionYr2Rt
Adjusted Qlfy Distri Yr3$15,567AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$113,887NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.136688DistributionYr3Rt
Adjusted Qlfy Distri Yr4$26,527AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$140,254NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.189135DistributionYr4Rt
Adjusted Qlfy Distri Yr5$17,111AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$160,660NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.106504DistributionYr5Rt
Total Distribution0.717604TotalDistributionRt
Average Distribution0.143521AverageDistributionRt
Net Vl Noncharitable Assets$102,915NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$14,770AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$24NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$14,794AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$14,900QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$24InvestmentIncomeExciseTaxAmt
Subtotal$24SubtotalAmt
Tax Based On Investment Income$24TaxBasedOnInvestmentIncomeAmt
Extsn Request Income Tax Paid$24ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$24TotalPaymentsAndCreditsAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateOHOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksTHOMAS JOHN SADOWSKIIndividualWithBooksNm
Phone4402556053PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line18861 ASPENWOOD COURTAddressLine1Txt
CityMENTORCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44060ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JANET MARY SADOWSKI
8861 ASPENWOOD COURTMENTOROH44060CHAIRMAN0.40$0$0$0
THOMAS JOHN SADOWSKI
8861 ASPENWOOD COURTMENTOROH44060SECRETARY0.80$0$0$0
JUDITH M COONEY
2303 SOUTH 7TH ST WESTMISSOULAMT59801TRUSTEE0.08$0$0$0
SUSAN A LUSARDO
348 MOOREWOOD AVEAVON LAKEOH44012TRUSTEE0.08$0$0$0
MARY E GEORGE
3628 E MOUNTAIN SKY AVEPHOENIXAZ85044TRUSTEE0.08$0$0$0
KATHERINE L GOODMAN
366 GUN FIGHTER CIRCLEMOUNTAIN HOME AFBID83648TRUSTEE0.08$0$0$0
TARA J SADOWSKI
13544 WILDWOOD TRAILSSULTANWA98294TRUSTEE0.08$0$0$0
RICHARD C SADOWSKI
1641 REDPOLL COURTNAPERVILLEIL60565TRUSTEE0.08$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$79,239AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$25,243AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$104,482TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$104,482AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,567CashDeemedCharitableAmt
Net Vl Noncharitable Assets$102,915NetVlNoncharitableAssetsAmt
Minimum Investment Return$5,146MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$5,146MinimumInvestmentReturnAmt
Tax Based On Investment Income$24TaxBasedOnInvestmentIncomeAmt
Total Tax$24TotalTaxAmt
Distributable Before Adj$5,122DistributableBeforeAdjAmt
Distributable Before Ded$5,122DistributableBeforeDedAmt
Distributable As Adjusted$5,122DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$14,900ExpensesAndContributionsAmt
Qualifying Distributions$14,900QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$24PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$14,876AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$5,122DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$9,196ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$19,594ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$9,939ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$9,113ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$8,775ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$56,617TotalExcessDistributionCyovAmt
Qualifying Distributions$14,900QualifyingDistributionsAmt
Applied To Current Year$5,122AppliedToCurrentYearAmt
Remaining Distri From Corpus$9,778RemainingDistriFromCorpusAmt
Total Corpus$66,395TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$9,196ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$57,199ExcessDistriCyovToNextYrAmt
Excess From Year4$19,594ExcessFromYear4Amt
Excess From Year3$9,939ExcessFromYear3Amt
Excess From Year2$9,113ExcessFromYear2Amt
Excess From Year1$8,775ExcessFromYear1Amt
Excess From Current Year$9,778ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
40 DAYS FOR LIFE
PO BOX 96876WASHINGTONDC20077DONATION$75
AMERICAN CENTER FOR LAW AND JUSTICE
PO BOX 90555WASHINGTONDC200900555DONATION$25
BASILICA NATIONAL SHRINE
400 MICHIGAN AVEWASHINGTONDC20017DONATION$100
BOYS TOWN
100 FLANAGAN BLVDBOYS TOWNNE680109989DONATION$50
CATHOLIC DIOCESE OF CLEVELAND
PO BOX 6001ALBERT LEAMN560079900DONATION$6,350
ETERNAL WORD TELEVISION NETWORK
5817 OLD LEEDS ROADIRONDALEAL352109948DONATION$100
GESU CATHOLIC SCHOOL
2450 MIRAMAR BLVDUNIVERSITY HEIGHTSOH44118DONATION$100
HOSPICE OF THE WESTERN RESERVE
17876 ST CLAIR AVECLEVELANDOH44110DONATION$100
KNIGHTS OF COLUMBUS
1 COLUMBUS PLAZANEW HAVENCT065091966DONATION$3,500PO BOX 1966
MISSOULA CATHOLIC SCHOOLS
503 EDITH STREETMISSOULAMT59801DONATION$50
MULTIPLE SCLEROSIS FOUNDATION
6520 NORTH ANDREWS AVEFORT LAUDERDALEFL33309DONATION$100
NATIONAL MUSEUM OF THE MIGHTY 8TH
PO BOX 1992SAVANNAHGA31402DONATION$100
SAINT BEDE CHURCH
9114 LAKE SHORE BLVDMENTOROH44060DONATION$600
SAINT FRANCIS UNIVERSITY
PO BOX 600LORETTOPA159400600DONATION$1,200
SISTERS OF NOTRE DAME
13000 AUBURN RDCHARDONOH44024DONATION$200
ST IGNATIUS HIGH SCHOOL
1911 WEST 30TH STCLEVELANDOH44113DONATION$2,000
ST JUDE CHILDRENS RESEARCH HOSPITAL
PO BOX 50MEMPHISTN381019929DONATION$50
THE CATHOLIC LEAGUE
450 FASHION AVENEW YORKNY101173125DONATION$100
THE SALVATION ARMY OF PAINESVILLE
PO BOX 760PAINESVILLEOH440770760DONATION$100
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$14,900TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,684ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,968ExclusionAmt
Related Or Exempt Function Incm-$273RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$4,652ExclusionAmt
Related Or Exempt Function Incm-$273RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$4,379TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$985Amt
Net Investment Income$985NetInvestmentIncomeAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

FieldValueIRS element (for citing)
How AcquiredPURCHASEHowAcquiredTxt
Gross Sales Price$6,214GrossSalesPriceAmt
Basis$6,487BasisAmt
Total Net-$273TotalNetAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockKEY BANK TRUST MANAGEMENT ACCOUNTStockNm
EOY Book Value$61,501EOYBookValueAmt
EOYFMV$79,502EOYFMVAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$1,153Amt
Net Investment Income$1,153NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTAXES AND FEESCategoryTxt
Amt$74Amt
Net Investment Income$74NetInvestmentIncomeAmt