STRATEGY STUDIO / PUBLIC DATA EXPLORER

ANSOM FOUNDATION: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
ANSOM FOUNDATION (EIN 20-1939623)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-05-10
IRS object ID
201311309349100216
Schema version
2012v2.1
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2013-05-10T08:53:08-05:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1MCMANUS DOSEN & COBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line17251 ENGLE RD STE 406AddressLine1
CityMIDDLEBURG HEIGHTSCity
StateOHState
ZIP Code441308404ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN201939623EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1ANSOM FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlANSONameControl
Phone4402556053Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line18861 ASPENWOOD COURTAddressLine1
CityMENTORCity
StateOHState
ZIP Code44060ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameTHOMAS JOHN SADOWSKIName
TitleSECRETARYTitle
Phone4402556053Phone
Date Signed2013-05-08DateSigned

Preparer Preparer

FieldValueIRS element (for citing)
NameMICHAEL DOSEN CPAName
Phone4402433400Phone
Date Prepared2013-05-10DatePrepared
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY171146FMVAssetsEOY
Method Of Accounting AccrualXMethodOfAccountingAccrual

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss65612ContriReceivedRevAndExpnss
Dividends Rev And Expnss2590DividendsRevAndExpnss
Dividends Net Invst Incm2590DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss2135NetGainSaleAssetsRevAndExpnss
Gross Sales Price20277GrossSalesPrice
Capital Gain Net Incm Net Invst Incm509CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses70337TotalRevenueAndExpenses
Total Net Investment Income3099TotalNetInvestmentIncome
Accounting Fees Rev And Expnss895AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm895AccountingFeesNetInvstIncm
Other Prof Fees Rev And Expnss934OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm934OtherProfFeesNetInvstIncm
Taxes Rev And Expnss120TaxesRevAndExpnss
Taxes Net Invst Incm120TaxesNetInvstIncm
Tot Opr Expenses Rev And Expnss1949TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm1949TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss14825ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps14825ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss16774TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm1949TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps14825TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses53563ExcessOfRevenueOverExpenses
Net Investment Income1150NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Savings And Temp Cash Invst BOY18973SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY3340SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV3340SavingsAndTempCashInvstEOYFMV
Investments Corp Stock BOY88241InvestmentsCorpStockBOY
Investments Corp Stock EOY157437InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV167806InvestmentsCorpStockEOYFMV
Total Assets BOY107214TotalAssetsBOY
Total Assets EOY160777TotalAssetsEOY
Total Assets EOYFMV171146TotalAssetsEOYFMV
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Retained Earnings BOY107214RetainedEarningsBOY
Retained Earnings EOY160777RetainedEarningsEOY
Total Net Assets BOY107214TotalNetAssetsBOY
Total Net Assets EOY160777TotalNetAssetsEOY
Total Liabilities Net Assets BOY107214TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY160777TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY107214TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses53563ExcessOfRevenueOverExpenses
Subtotal160777Subtotal
Total Net Assets Fund Balances EOY160777TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

FieldValueIRS element (for citing)
Capital Gain Net Income509CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 TaxfalseLiableFor4942Tax
Qualifying Distributions Year110290QualifyingDistributionsYear1
Noncharitable Assets Year1113896NoncharitableAssetsYear1
Distribution Ratio Year10.090346DistributionRatioYear1
Qualifying Distributions Year27025QualifyingDistributionsYear2
Noncharitable Assets Year2113273NoncharitableAssetsYear2
Distribution Ratio Year20.062018DistributionRatioYear2
Qualifying Distributions Year39078QualifyingDistributionsYear3
Noncharitable Assets Year3118207NoncharitableAssetsYear3
Distribution Ratio Year30.076797DistributionRatioYear3
Qualifying Distributions Year410818QualifyingDistributionsYear4
Noncharitable Assets Year4153785NoncharitableAssetsYear4
Distribution Ratio Year40.070345DistributionRatioYear4
Qualifying Distributions Year540086QualifyingDistributionsYear5
Noncharitable Assets Year5206810NoncharitableAssetsYear5
Distribution Ratio Year50.193830DistributionRatioYear5
Total Distribution Ratio0.493336TotalDistributionRatio
Average Distribution Ratio0.098667AverageDistributionRatio
Net Noncharitable Assets112140NetNoncharitableAssets
Adjusted Noncharitable Assets11065AdjustedNoncharitableAssets
One Percent Net Investment Income12OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One11077AdjNonchrtblAssetsAndOnePct
Qualifying Distributions14825QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax12InvestmentIncomeExciseTax
Subtotal12Subtotal
Tax Based On Investment Income12TaxBasedOnInvestmentIncome
Tax Due12TaxDue

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political ActivitiesfalseLegislativePoliticalActivities
More Than100 SpentfalseMoreThan100Spent
Form1120 POL FiledfalseForm1120POLFiled
Activities Not Prev ReportedfalseActivitiesNotPrevReported
Changes To Articles Or BylawsfalseChangesToArticlesOrBylaws
Unrelated Bus Income Over1000falseUnrelatedBusIncomeOver1000
Termination EtcfalseTerminationEtc
Requirements Of Sect508etrueRequirementsOfSect508e
At Least5000 In AssetstrueAtLeast5000InAssets
States Filed WithOHStatesFiledWith
Form990 PF Filed With AGtrueForm990PFFiledWithAG
Private Operating FoundationfalsePrivateOperatingFoundation
New Substantial ContributorsfalseNewSubstantialContributors
Interest In Controlled EntityfalseInterestInControlledEntity
Applicable Insurance ContractfalseApplicableInsuranceContract
Comply With Public Inspection RqrtrueComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NameTHOMAS JOHN SADOWSKIBooksInCareOfPersonName
Books In Care Of Phone Number4402556053BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line18861 ASPENWOOD COURTAddressLine1
CityMENTORCity
StateOHState
ZIP Code44060ZIPCode
FieldValueIRS element (for citing)
Foreign BankfalseForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly PersonfalseSaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly PersonfalseBorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly PersonfalseFurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly PersonfalsePayCompensationToDsqflyPerson
Transfer Assets To Dsqfly PersonfalseTransferAssetsToDsqflyPerson
Payment To Government OfficalfalsePaymentToGovernmentOffical
Undistributed Income Prior YearsfalseUndistributedIncomePriorYears
Business HoldingsfalseBusinessHoldings
Jeopardy InvestmentsfalseJeopardyInvestments
Uncorrected Jeopardy InvestmentsfalseUncorrectedJeopardyInvestments
Influence LegislationfalseInfluenceLegislation
Influence ElectionfalseInfluenceElection
Grants To IndividualsfalseGrantsToIndividuals
Grants To OrganizationsfalseGrantsToOrganizations
Noncharitable PurposefalseNoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft ContractfalseRcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft ContractfalsePayPremiumsPrsnlBnftContract
Prohibited Tax Shelter TransactnfalseProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (8 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowancesAddress Line2USAddress/AddressLine2
JANET MARY SADOWSKI
8861 ASPENWOOD COURTMENTOROH44060CHAIRMAN0.46000
THOMAS JOHN SADOWSKI
8861 ASPENWOOD COURTMENTOROH44060SECRETARY0.46000
JUDITH M COONEY
2303 SOUTH 7TH ST WESTMISSOULAMT59801TRUSTEE0.08000
SUSAN A SADOWSKI
812 CEDAR BREAK COURTLEXINGTONSC29073TRUSTEE0.08000
MARY E GEORGE
3628 E MOUNTAIN SKY AVEPHOENIXAZ85044TRUSTEE0.08000
KATHERINE L GOODMAN
800 SWIFT STFT LEAVENWORTHKS66027TRUSTEE0.08000
TARA J SADOWSKI
2300 HOOD AVERICHLANDWA99354TRUSTEE0.08000APT S
RICHARD C SADOWSKI
8861 ASPENWOOD COURTMENTOROH44060TRUSTEE0.08000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Description1N/ADescription1

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities102151AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances11697AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets113848TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets113848AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable1708CashDeemedCharitable
Net Noncharitable Assets112140NetNoncharitableAssets
Minimum Investment Return5607MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return5607MinimumInvestmentReturn
Tax Based On Investment Income12TaxBasedOnInvestmentIncome
Total Tax12TotalTax
Distributable Amount Before Adj5595DistributableAmountBeforeAdj
Distributable Amount Before Ded5595DistributableAmountBeforeDed
Distributable Amount As Adjusted5595DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions14825ExpensesAndContributions
Qualifying Distributions14825QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm12OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions14813AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted5595DistributableAmountAsAdjusted
Excess Distri Carryover Year529881ExcessDistriCarryoverYear5
Excess Distri Carryover Year43224ExcessDistriCarryoverYear4
Excess Distri Carryover Year33200ExcessDistriCarryoverYear3
Excess Distri Carryover Year21394ExcessDistriCarryoverYear2
Excess Distri Carryover Year14615ExcessDistriCarryoverYear1
Total Excess Distri Carryover42314TotalExcessDistriCarryover
Qualifying Distributions14825QualifyingDistributions
Applied To Current Year5595AppliedToCurrentYear
Remaining Distri From Corpus9230RemainingDistriFromCorpus
Total Corpus51544TotalCorpus
Undistributed Income CY0UndistributedIncomeCY
Excess Distri Cyov From Year529881ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year21663ExcessDistriCyovToNextYear
Excess From Year43224ExcessFromYear4
Excess From Year33200ExcessFromYear3
Excess From Year21394ExcessFromYear2
Excess From Year14615ExcessFromYear1
Excess From Current Year9230ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (14 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodePurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmountAddress Line2RecipientUSAddress/AddressLine2
AMERICAN CANCER SOCIETY
250 WILLIAMS STREET NWATLANTAGA30303DONATION$50
BASILICA NATIONAL SHRINE
400 MICHIGAN AVEWASHINGTONDC20017DONATION$100
CATHOLIC COMMUNITY FOUNDATION
PO BOX 94544CLEVELANDOH441014544DONATION$7,150
CATHOLIC LEAUGE
450 SEVENTH AVENUENEW YORKNY10123DONATION$500
ST BEDE CHURCH FOOD BANK
9114 LAKE SHORE BLVDMENTOROH44060DONATION$1,000
FRANCISCAN UNIVERSITY OF STEUBENVIL
1235 UNIVERSITY BLVDSTEUBENVILLEOH43952DONATION$100
KNIGHTS OF COLUMBUS
1 COLUMBUS PLAZANEW HAVENCT065091966DONATION$2,500PO BOX 1966
LSH FOUNDATION
300 EDITH STMISSOULAMT59801DONATION$200
SISTERS OF NOTRE DAME
13000 AUBURN ROADCHARDONOH440249337DONATION$250
ST BEDE CHURCH
9114 LAKE SHORE BLVDMENTOROH44060DONATION$650
ST FRANCIS UNIVERSITY
117 EVERGREEN DRIVELORETTOPA15940DONATION$2,000
ST IGNATIUS HIGH SCHOOL
1911 WEST 30TH STCLEVELANDOH44113DONATION$125
ST JOSEPH SCHOOL
503 EDITH STREETMISSOULAMT59801DONATION$150
USO
PO BOX 96322WASHINGTONDC20090DONATION$50
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year14825TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$2,590ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$509ExclusionAmount
Related Or Exempt Function Income1626RelatedOrExemptFunctionIncome

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Exclusion$3,099ExclusionAmount
Related Or Exempt Function Income1626RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA4725TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EOfalseTrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EOfalseTrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssets
Purchase Assets Noncharitable EOfalsePurchaseAssetsNoncharitableEO
Rental Of Facilities EtcfalseRentalOfFacilitiesEtc
Reimbursement ArrangementsfalseReimbursementArrangements
Loans Or Loan GuaranteesfalseLoansOrLoanGuarantees
Performance Of Services EtcfalsePerformanceOfServicesEtc
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtc
Relationships Noncharitable E OsfalseRelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFXOrganization501c3ExemptPF
General RuleXGeneralRule

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor Number1ContributorNumber
Contributor Name IndividualTHOMAS J SADOWSKIContributorNameIndividual

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line18861 ASPENWOOD COURTAddressLine1
CityMENTORCity
StateOHState
ZIP Code44060ZIPCode
FieldValueIRS element (for citing)
Aggregate Contributions65612AggregateContributions
Noncash Contribution TypeXNoncashContributionType

Noncash Property NoncashProperty

FieldValueIRS element (for citing)
Contributor Number From Part I1ContributorNumberFromPartI
Noncash Property DescriptionSTOCKSNoncashPropertyDescription
Fair Market Value65612FairMarketValue
Date Received2012-12-18DateReceived

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategory
Amount$895Amount
Net Investment Income895NetInvestmentIncome

Compensation Explanation CompensationExplanation

Compensation Compensation (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 GainLossSaleOtherAsset

FieldValueIRS element (for citing)
Name1290.322 VICTORY DIVERSIFIED STOCKName
Date Acquired2010-03DateAcquired
How AcquiredPURCHASEHowAcquired
Date Sold2012-05DateSold
Gross Sales Price19768GrossSalesPrice
Basis18142Basis
Total Net1626TotalNet

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

FieldValueIRS element (for citing)
Name Of StockKEY BANK TRUST MANAGEMENT ACCOUNTNameOfStock
EOY Book Value157437EOYBookValue
EOYFMV167806EOYFMV

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategory
Amount$934Amount
Net Investment Income934NetInvestmentIncome

Taxes Schedule TaxesSchedule

Taxes Taxes

FieldValueIRS element (for citing)
CategoryTAXES AND FEESCategory
Amount$120Amount
Net Investment Income120NetInvestmentIncome