SANSOM FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SANSOM FOUNDATION INC (EIN 13-6136127)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-01
- IRS object ID
- 202533059349100703
- Schema version
- 2024v5.2
- 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
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-01T13:27:20-07:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ganapathi Kamath | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 22 Pin Oak Dr | AddressLine1Txt |
| City | North Brunswick | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08902 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136136127 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Sansom Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SANS | BusinessNameControlTxt |
| Phone | 2396765855 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 367869 | AddressLine1Txt |
| City | Bonita Springs | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34136 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Frank M Buscaglia | PersonNm |
| Person Title | Pres, Treas, Dir | PersonTitleTxt |
| Signature | 2025-11-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Ganapathi Kamath | PreparerPersonNm |
| PTIN | P00262561 | PTIN |
| Phone | 7322360985 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $22,723,823 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $380,156 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $380,156 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,263,672 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,739,395 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,263,672 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $4,800 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $1,648,628 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,643,828 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $244,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $16,300 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $227,700 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $57,682 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $57,682 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $14,075 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,038 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $7,037 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $227,409 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $150,178 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $77,231 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $63,782 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,566 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $61,216 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $23,626 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $23,626 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $74,174 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $223 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $73,951 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $704,748 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $176,305 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $528,443 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $271,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $271,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $975,748 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $176,305 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $799,443 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $672,880 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,467,523 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $579,272 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $675,558 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $675,558 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $187,879 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $192,423 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $192,423 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $11,838,000 | CorporateStockBOYAmt |
| Corporate Stock EOY | $12,148,671 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,148,671 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,184,064 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,084,123 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,084,123 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $5,570,964 | OtherAssetsBOYAmt |
| Other Assets EOY | $5,623,048 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $5,623,048 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $21,360,179 | TotalAssetsBOYAmt |
| Total Assets EOY | $22,723,823 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $22,723,823 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $21,360,179 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $22,723,823 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $21,360,179 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $22,723,823 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $21,360,179 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $22,723,823 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $21,360,179 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $672,880 | ExcessRevenueOverExpensesAmt |
| Other Increases | $690,764 | OtherIncreasesAmt |
| Subtotal | $22,723,823 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $22,723,823 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly Traded Securities - Various | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $5,739,395 | GrossSalesPriceAmt |
| Cost Or Other Basis | $4,475,723 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,263,672 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,263,672 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,263,672 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $20,399 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $20,399 | SubtotalAmt |
| Tax Based On Investment Income | $20,399 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $55,745 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $55,745 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $167 | EsPenaltyAmt |
| Overpayment | $35,179 | OverpaymentAmt |
| Applied To ES Tax | $35,179 | AppliedToESTaxAmt |
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 | NY | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Frank Buscaglia | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2396765855 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 23168 Sanabria Loop | AddressLine1Txt |
| City | Bonita Springs | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34135 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Frank M Buscaglia | ||||||
| PO Box 367869 | Bonita Springs | FL | 34136 | Pres,Treas, Dir | 30.00 | $163,000 |
| Edward M Kolesar | ||||||
| PO Box 367869 | PO Box | FL | 34136 | Director | 10.00 | $0 |
| Richard G Barrette | ||||||
| PO Box 367869 | Bonita Springs | FL | 34136 | Asst Treas, Dir | 10.00 | $33,000 |
| Avis Berman | ||||||
| PO Box 367869 | Bonita Springs | FL | 34136 | VP, Director | 10.00 | $48,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| UBS Financial Services Inc | |||||
| 401 East Olas Blvd Ste 2300 | Fort Lauderdale | FL | 33301 | Investment Management | $150,178 |
| Thompson Hine LLP | |||||
| 3900 Key Center 127 Public Square | Cleveland | OH | 44114 | Legal Counsel | $57,682 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | The World of William Glackens, Volume III The World of William Glackens, Volume III was published as part of the ongoing effort to preserve and promote the artistic legacy of William Glackens, a key figure in American modernism. The publication provides public access to scholarly research, essays, and rare images of Glackens' works, directly supporting the Foundations mission of advancing public appreciation for art history and education. The book now serves as an important resource for researchers, students, and art enthusiasts, further solidifying Glackens role in shaping American modernism. | Description1Txt |
| Expenses1 | $51,582 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $16,546,106 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $345,453 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $4,423,048 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $21,314,607 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $885,153 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $21,314,607 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $319,719 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $20,994,888 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,049,744 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,049,744 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $20,399 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $20,399 | TotalTaxAmt |
| Distributable Before Adj | $1,029,345 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,029,345 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,029,345 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $799,443 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $799,443 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,029,345 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $487,481 | UndistributedIncomePYAmt |
| Qualifying Distributions | $799,443 | QualifyingDistributionsAmt |
| Applied To Year1 | $487,481 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $311,962 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $717,383 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Chimp Haven | |||||||
| 13600 Chimpanzee Plaza | Keithville | LA | 71047 | None | PC | Veterinarian Clinic Physician | $15,000 |
| GLSEN Collier County Chapter Florida | |||||||
| PMB 8 PO Box 413005 | Naples | FL | 34102 | None | PC | Support Summer Education Program for Young Musicians | $25,000 |
| The Metropolitan Opera | |||||||
| 30 Lincoln Center | New York | NY | 10023 | None | PC | Support its Lindemann Young Artist Development Program | $25,000 |
| Nova Southeastern University Inc | |||||||
| One East Las Olas Blvd | Ft Lauderdale | FL | 33301 | None | PC | For its NSU Art Museum Fort Lauderdale | $119,955 |
| Music Foundation of Greater Naples | |||||||
| PO Box 112383 | Naples | FL | 34108 | None | PC | Music Education | $20,000 |
| University of Mount Union | |||||||
| 1972 Clark Ave | Alliance | OH | 44601 | None | PC | Visual and Theatrical Arts and Media | $26,000 |
| Delaware Art Museum | |||||||
| 2301 Kentmere Parkway | Wilmington | DE | 19806 | None | PC | Conservation of William J. Glackens Artwork | $25,045 |
| Nova Southeastern University Inc | |||||||
| One East Las Olas Blvd | Ft Lauderdale | FL | 33301 | None | PC | For its Art Museum Fort Lauderdale | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $271,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $380,156 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,263,672 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Miscellaneous | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $4,800 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,648,628 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,648,628 | 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 | $14,075 | Amt |
| Net Investment Income | $7,038 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $7,037 | DisbursementsCharitablePrpsAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Fees | CategoryTxt |
| Legal Fees | $57,682 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $57,682 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Paintings and Artwork | Desc |
| BOY Book Value | $5,570,964 | BOYBookValueAmt |
| EOY Book Value | $5,623,048 | EOYBookValueAmt |
| EOYFMV | $5,623,048 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADP fees | $2,230 | $223 | $2,007 |
| Appraisal | $22,500 | $22,500 | |
| Insurance | $11,134 | $11,134 | |
| Office expense | $3,016 | $3,016 | |
| Postage | $3,090 | $3,090 | |
| Warehouse | $32,204 | $32,204 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Miscellaneous | Desc |
| Revenue And Expenses Per Books | $4,800 | RevenueAndExpensesPerBooksAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Increase in value of Artwork | Desc |
| Amt | $28,975 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Investment management fees | $150,178 | $150,178 | $0 | $0 |
| Other professional fees | $77,231 | $0 | $0 | $77,231 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Federal Income Taxes (Form 990-PF) | $37,376 | $37,376 | |
| New York State corporate tax | $750 | $750 | |
| Payroll taxes | $25,656 | $23,090 | $2,566 |