ANSOM FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- ANSOM FOUNDATION (EIN 20-1939623)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-13
- IRS object ID
- 201441339349101004
- Schema version
- 2013v3.1
- 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
- Compensation Explanation
- 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 | 2014-05-13T07:31:30-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCMANUS DOSEN & CO | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7251 ENGLE RD STE 406 | AddressLine1 |
| City | MIDDLEBURG HEIGHTS | City |
| State | OH | State |
| ZIP Code | 441303400 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | MENTOR | City |
| State | OH | State |
| ZIP Code | 44060 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS JOHN SADOWSKI | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 4402556053 | PhoneNum |
| Signature | 2014-05-12 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL DOSEN CPA | PreparerPersonNm |
| PTIN | P00299020 | PTIN |
| Phone | 4402433400 | PhoneNum |
| Preparation | 2014-05-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $180,394 | 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 | $3,090 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,090 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $10,500 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $47,902 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,606 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $13,590 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,696 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $985 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $985 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $1,934 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,934 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $62 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $62 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $2,981 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,981 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $17,650 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $17,650 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $20,631 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,981 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $17,650 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$7,041 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,715 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,340 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $11,246 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $11,246 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $157,437 | CorporateStockBOYAmt |
| Corporate Stock EOY | $142,490 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $169,148 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $160,777 | TotalAssetsBOYAmt |
| Total Assets EOY | $153,736 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $180,394 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $160,777 | RetainedEarningBOYAmt |
| Retained Earning EOY | $153,736 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $160,777 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $153,736 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $160,777 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $153,736 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $160,777 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$7,041 | ExcessRevenueOverExpensesAmt |
| Subtotal | $153,736 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $153,736 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,606 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $14,813 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $112,140 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.132094 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $10,290 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $113,896 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.090346 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $7,025 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $113,273 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.062018 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $9,078 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $118,207 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.076797 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $10,818 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $153,785 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.070345 | DistributionYr5Rt |
| Total Distribution | 0.431600 | TotalDistributionRt |
| Average Distribution | 0.086320 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $163,484 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $14,112 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $17 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $14,129 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $17,650 | 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 | $17 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $17 | SubtotalAmt |
| Tax Based On Investment Income | $17 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $17 | 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 | AddressLine1 |
| City | MENTOR | City |
| State | OH | State |
| ZIP Code | 44060 | ZIPCode |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | 0.46 | $0 | $0 | $0 |
| THOMAS JOHN SADOWSKI | ||||||||
| 8861 ASPENWOOD COURT | MENTOR | OH | 44060 | SECRETARY | 0.46 | $0 | $0 | $0 |
| JUDITH M COONEY | ||||||||
| 2303 SOUTH 7TH ST WEST | MISSOULA | MT | 59801 | TRUSTEE | 0.08 | $0 | $0 | $0 |
| SUSAN A SADOWSKI | ||||||||
| 812 CEDAR BREAK COURT | LEXINGTON | SC | 29073 | 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 | ||||||||
| 8561 GUNSMOKE LOOP | MOUNTAIN HOME AFB | ID | 83648 | 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 | $156,194 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $9,780 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $165,974 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $165,974 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,490 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $163,484 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,174 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $8,174 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $17 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $17 | TotalTaxAmt |
| Distributable Before Adj | $8,157 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $8,157 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $8,157 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $17,650 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $17,650 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $17 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $17,633 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,157 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $3,224 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $3,200 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,394 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $4,615 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $9,230 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $21,663 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $17,650 | QualifyingDistributionsAmt |
| Applied To Current Year | $8,157 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $9,493 | RemainingDistriFromCorpusAmt |
| Total Corpus | $31,156 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $3,224 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $27,932 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,200 | ExcessFromYear4Amt |
| Excess From Year3 | $1,394 | ExcessFromYear3Amt |
| Excess From Year2 | $4,615 | ExcessFromYear2Amt |
| Excess From Year1 | $9,230 | ExcessFromYear1Amt |
| Excess From Current Year | $9,493 | 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/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | ||||||
| 250 WILLIAMS STREET NW | ATLANTA | GA | 30303 | DONATION | $100 | |
| BASILICA NATIONAL SHRINE | ||||||
| 400 MICHIGAN AVE | WASHINGTON | DC | 20017 | DONATION | $200 | |
| CATHOLIC COMMUNITY FOUNDATION | ||||||
| PO BOX 94544 | CLEVELAND | OH | 441014544 | DONATION | $8,050 | |
| CATHOLIC LEAUGE | ||||||
| 450 SEVENTH AVENUE | NEW YORK | NY | 10123 | DONATION | $100 | |
| ST BEDE CHURCH | ||||||
| 9114 LAKE SHORE BLVD | MENTOR | OH | 44060 | DONATION | $6,500 | |
| KNIGHTS OF COLUMBUS | ||||||
| 1 COLUMBUS PLAZA | NEW HAVEN | CT | 065091966 | DONATION | $850 | PO BOX 1966 |
| LSH FOUNDATION | ||||||
| 300 EDITH ST | MISSOULA | MT | 59801 | DONATION | $200 | |
| SISTERS OF NOTRE DAME | ||||||
| 13000 AUBURN ROAD | CHARDON | OH | 440249337 | DONATION | $100 | |
| ST IGNATIUS HIGH SCHOOL | ||||||
| 1911 WEST 30TH ST | CLEVELAND | OH | 44113 | DONATION | $100 | |
| USO | ||||||
| PO BOX 96322 | WASHINGTON | DC | 20090 | DONATION | $50 | |
| THE CITY MISSION | ||||||
| PO BOX 603816 | CLEVELAND | OH | 441030816 | DONATION | $50 | |
| WOUNDED WARRIOR PROJECT | ||||||
| PO BOX 758516 | TOPEKA | KS | 666758516 | DONATION | $100 | |
| AMERICAN LUNG ASSOCIATION IN OHIO | ||||||
| PO BOX 7000 | CLEVELAND | OH | 441014544 | DONATION | $50 | |
| BOY SCOUTS OF AMERICA | ||||||
| 4930 ENTERPRISE BLVD NW | WARREN | OH | 441818706 | DONATION | $100 | |
| CATHOLIC RELIEF SERVICES | ||||||
| PO BOX 17152 | BALTIMORE | MD | 212988452 | DONATION | $100 | |
| CLEVELAND FOODBANK INC | ||||||
| PO BOX 74413 | CLEVELAND | OH | 441940002 | DONATION | $50 | |
| CLEVELAND SIGHT CENTER | ||||||
| 1909 EAST 101ST STREET | CLEVELAND | OH | 441060188 | DONATION | $50 | PO BOX 1988 |
| MISSOULA CATHOLIC SCHOOLS | ||||||
| 503 EDITH STREET | MISSOULA | MT | 59801 | DONATION | $200 | |
| NATIONAL CATHOLIC REGISTER | ||||||
| PO BOX 100699 | IRONDALE | AL | 35210 | DONATION | $100 | |
| 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 | |
| SECRETARY AND VICAR FOR CLERGY AND | ||||||
| PO BOX 6688 | CLEVELAND | OH | 44101 | DONATION | $100 | |
| ST BRENDAN CATHOLIC CHURCH | ||||||
| 4242 BRENDAN LANE | NORTH OLMSTED | OH | 44070 | DONATION | $300 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $17,650 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,090 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,606 | ExclusionAmt |
| Related Or Exempt Function Incm | $8,894 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $4,696 | ExclusionAmt |
| Related Or Exempt Function Incm | $8,894 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $13,590 | 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 |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (8 entries)
| JANET MARY SADOWSKI |
| THOMAS JOHN SADOWSKI |
| JUDITH M COONEY |
| SUSAN A SADOWSKI |
| MARY E GEORGE |
| KATHERINE L GOODMAN |
| TARA J SADOWSKI |
| RICHARD C SADOWSKI |
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 |
|---|---|---|---|---|---|---|
| 100.0 GRAINGER W W INC COM | 2012-12 | PURCHASE | 2013-09 | $26,003 | $19,338 | $6,665 |
| .3332 HUBBELL INC COM CL B | 2012-12 | PURCHASE | 2013-01 | $29 | $28 | $1 |
| 123.6668 HUBBELL INC COM CL B | 2012-12 | PURCHASE | 2013-01 | $10,712 | $10,282 | $430 |
| 200.0 BLACKROCK INTL GROWTH | 2010-08 | PURCHASE | 2013-07 | $1,526 | $1,662 | -$136 |
| 169.42 VANGUARD | 2011-02 | PURCHASE | 2013-07 | $4,000 | $3,276 | $724 |
| 200.3 VICTORY DIVERSIFIED | 2010-03 | PURCHASE | 2013-07 | $4,026 | $2,816 | $1,210 |
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 | $142,490 | EOYBookValueAmt |
| EOYFMV | $169,148 | EOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $1,934 | Amt |
| Net Investment Income | $1,934 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES AND FEES | CategoryTxt |
| Amt | $62 | Amt |
| Net Investment Income | $62 | NetInvestmentIncomeAmt |