ANSOM FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- ANSOM FOUNDATION (EIN 20-1939623)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-12
- IRS object ID
- 201631339349101533
- Schema version
- 2015v2.1
- 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
- Form 990-PF
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-12T11:39:02-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341639529 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCMANUS DOSEN & CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7251 ENGLE RD STE 406 | AddressLine1Txt |
| City | MIDDLEBURG HEIGHTS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 441303400 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201939623 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANSOM FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ANSO | BusinessNameControlTxt |
| Phone | 4402556053 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8861 ASPENWOOD COURT | AddressLine1Txt |
| City | MENTOR | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44060 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS JOHN SADOWSKI | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 4402556053 | PhoneNum |
| Signature | 2016-05-09 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL DOSEN CPA | PreparerPersonNm |
| PTIN | P00299020 | PTIN |
| Phone | 4402433400 | PhoneNum |
| Preparation | 2016-05-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $131,636 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $2,807 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,807 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,970 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $74,177 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,607 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $8,777 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,414 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $985 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $985 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $1,300 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,300 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $159 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $159 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $2,444 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,444 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $26,567 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $26,567 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $29,011 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,444 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $26,567 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$20,234 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,970 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $1 | CashEOYAmt |
| Sav And Temp Cash Invst BOY | $19,330 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $30,830 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $30,830 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $122,849 | CorporateStockBOYAmt |
| Corporate Stock EOY | $91,114 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $100,806 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $142,179 | TotalAssetsBOYAmt |
| Total Assets EOY | $121,945 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $131,636 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $142,179 | RetainedEarningBOYAmt |
| Retained Earning EOY | $121,945 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $142,179 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $121,945 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $142,179 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $121,945 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $142,179 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$20,234 | ExcessRevenueOverExpensesAmt |
| Subtotal | $121,945 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $121,945 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,607 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $17,111 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $160,660 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.106504 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $17,633 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $163,484 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.107858 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $14,813 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $112,140 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.132094 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $10,290 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $113,896 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.090346 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $7,025 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $113,273 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.062018 | DistributionYr5Rt |
| Total Distribution | 0.498820 | TotalDistributionRt |
| Average Distribution | 0.099764 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $140,254 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $13,992 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $40 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $14,032 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $26,567 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $40 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $40 | SubtotalAmt |
| Tax Based On Investment Income | $40 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $40 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | THOMAS JOHN SADOWSKI | IndividualWithBooksNm |
| Phone | 4402556053 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8861 ASPENWOOD COURT | AddressLine1Txt |
| City | MENTOR | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44060 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JANET MARY SADOWSKI | ||||||||
| 8861 ASPENWOOD COURT | MENTOR | OH | 44060 | CHAIRMAN | 0.50 | $0 | $0 | $0 |
| THOMAS JOHN SADOWSKI | ||||||||
| 8861 ASPENWOOD COURT | MENTOR | OH | 44060 | SECRETARY | 0.50 | $0 | $0 | $0 |
| JUDITH M COONEY | ||||||||
| 2303 SOUTH 7TH ST WEST | MISSOULA | MT | 59801 | TRUSTEE | 0.08 | $0 | $0 | $0 |
| SUSAN A SADOWSKI | ||||||||
| 348 MOOREWOOD AVENUE | AVON LAKE | OH | 44012 | TRUSTEE | 0.08 | $0 | $0 | $0 |
| MARY E GEORGE | ||||||||
| 3628 E MOUNTAIN SKY AVE | PHOENIX | AZ | 85044 | TRUSTEE | 0.08 | $0 | $0 | $0 |
| KATHERINE L GOODMAN | ||||||||
| 6001 5TH ROAD NORTH | ARLINGTON | VA | 22203 | TRUSTEE | 0.08 | $0 | $0 | $0 |
| TARA J SADOWSKI | ||||||||
| 2443 DELLE CELLE DRIVE | RICHLAND | WA | 99354 | TRUSTEE | 0.08 | $0 | $0 | $0 |
| RICHARD C SADOWSKI | ||||||||
| 501 EAST 57TH STREET | SAVANNAH | GA | 31405 | TRUSTEE | 0.08 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $123,634 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $18,756 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $142,390 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $142,390 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,136 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $140,254 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,013 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,013 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $40 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $40 | TotalTaxAmt |
| Distributable Before Adj | $6,973 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $6,973 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $6,973 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $26,567 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $26,567 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $40 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $26,527 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,973 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $1,394 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $4,615 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $9,230 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $9,493 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $9,196 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $33,928 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $26,567 | QualifyingDistributionsAmt |
| Applied To Current Year | $6,973 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $19,594 | RemainingDistriFromCorpusAmt |
| Total Corpus | $53,522 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $1,394 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $52,128 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $4,615 | ExcessFromYear4Amt |
| Excess From Year3 | $9,230 | ExcessFromYear3Amt |
| Excess From Year2 | $9,493 | ExcessFromYear2Amt |
| Excess From Year1 | $9,196 | ExcessFromYear1Amt |
| Excess From Current Year | $19,594 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| AMERICAN CENTER FOR LAW AND JUSTICE | ||||||
| PO BOX 90555 | WASHINGTON | DC | 20077 | DONATION | $25 | |
| AMERICAN LUNG ASSOCIATION IN OHIO | ||||||
| PO BOX 7000 | CLEVELAND | OH | 441014544 | DONATION | $50 | |
| BASILICA NATIONAL SHRINE | ||||||
| 400 MICHIGAN AVE | WASHINGTON | DC | 20017 | DONATION | $100 | |
| CATHOLIC CHARITIES CORPORATION | ||||||
| PO BOX 6019 | ALBERTA LEA | MN | 56007 | DONATION | $1,000 | |
| CATHOLIC COMMUNITY FOUNDATION | ||||||
| PO BOX 94544 | CLEVELAND | OH | 441014544 | DONATION | $12,800 | |
| CLEVELAND SIGHT CENTER | ||||||
| 1909 EAST 101ST STREET | CLEVELAND | OH | 441060188 | DONATION | $100 | PO BOX 1988 |
| ETERNAL WORD TELEVISION NETWORK | ||||||
| 5817 OLD LEEDS ROAD | IRONDALE | AL | 352109948 | DONATION | $100 | |
| KNIGHTS OF COLUMBUS | ||||||
| 1 COLUMBUS PLAZA | NEW HAVEN | CT | 065091966 | DONATION | $3,842 | PO BOX 1966 |
| MARYKNOLL FATHERS AND BROTHERS | ||||||
| 10309 EDGEWATER DR | CLEVELAND | OH | 44102 | DONATION | $1,000 | |
| NOTRE DAME CATHEDRAL LATIN HIGH SCH | ||||||
| 13000 AUBURN ROAD | CHARDON | OH | 44024 | DONATION | $100 | |
| OFFICE OF CATHOLIC EDUCATION | ||||||
| PO BOX 6688 | CLEVELAND | OH | 44101 | DONATION | $100 | |
| PASSIONIST COMMUNITY | ||||||
| 5417 SOUTH CORNELL AVE | CHICAGO | IL | 60615 | DONATION | $100 | |
| SAINT FRANCIS UNIVERSITY | ||||||
| PO BOX 600 | LORETTO | PA | 159400600 | DONATION | $1,000 | |
| SAINT JOHN VIANNEY CHURCH | ||||||
| 7575 BELLFLOWER RD | MENTOR | OH | 44060 | DONATION | $5,000 | |
| SAINT JOSEPH SCHOOL | ||||||
| 503 EDITH STREET | MISSOULA | MT | 59801 | DONATION | $200 | |
| SAINT LOUIS UNIVERSITY | ||||||
| ONE NORTH GRAND BLVD | SAINT LOUIS | MO | 63103 | DONATION | $100 | |
| SALVATION ARMY OF PAINESVILLE | ||||||
| PO BOX 760 | PAINESVILLE | OH | 440770760 | DONATION | $100 | |
| SECRETARY AND VICAR FOR CLERGY AND | ||||||
| PO BOX 6688 | CLEVELAND | OH | 44101 | DONATION | $100 | |
| SISTERS OF NOTRE DAME | ||||||
| 13000 AUBURN RD | CHARDON | OH | 44024 | DONATION | $100 | |
| ST JUDE CHILDREN'S RESEARCH HOSPITA | ||||||
| PO BOX 50 | MEMPHIS | TN | 381019929 | DONATION | $50 | |
| ST BEDE CHURCH | ||||||
| 9114 LAKE SHORE BLVD | MENTOR | OH | 44060 | DONATION | $500 | |
| USO | ||||||
| PO BOX 96322 | WASHINGTON | DC | 20090 | DONATION | $50 | |
| WOUNDED WARRIOR PROJECT | ||||||
| PO BOX 758516 | TOPEKA | KS | 666758516 | DONATION | $50 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $26,567 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,807 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,607 | ExclusionAmt |
| Related Or Exempt Function Incm | $2,363 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $6,414 | ExclusionAmt |
| Related Or Exempt Function Incm | $2,363 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,777 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $985 | Amt |
| Net Investment Income | $985 | NetInvestmentIncomeAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (6 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| ISHARES MCI CANADA | 2011-02 | PURCHASE | 2015-07 | $1,383 | $1,754 | -$371 |
| ISHARES MSCI PAC EX-JPN | 2011-02 | PURCHASE | 2015-07 | $1,498 | $1,717 | -$219 |
| ISHARES BARCLAYS TIPS BOND FUND | PURCHASE | 2015-07 | $21,483 | $21,072 | $411 | |
| GRAINGER WW INC | 2012-12 | PURCHASE | 2015-10 | $20,237 | $19,337 | $900 |
| HUBBELL INC | 2012-12 | PURCHASE | 2015-10 | $18,732 | $16,628 | $2,104 |
| OPPENHEIMER SR FLOATING | PURCHASE | 2015-10 | $7,237 | $7,699 | -$462 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | KEY BANK TRUST MANAGEMENT ACCOUNT | StockNm |
| EOY Book Value | $91,114 | EOYBookValueAmt |
| EOYFMV | $100,806 | EOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $1,300 | Amt |
| Net Investment Income | $1,300 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES AND FEES | CategoryTxt |
| Amt | $159 | Amt |
| Net Investment Income | $159 | NetInvestmentIncomeAmt |