ANSOM FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- ANSOM FOUNDATION (EIN 20-1939623)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-04-28
- IRS object ID
- 202611189349101306
- Schema version
- 2025v4.0
- 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
- 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 | 2026-04-28T15:28:16-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | 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 | 2025-01-01 | 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 | 2026-04-16 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL DOSEN CPA | PreparerPersonNm |
| PTIN | P00299020 | PTIN |
| Phone | 4402433400 | PhoneNum |
| Preparation | 2026-04-16 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | 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 | $140,355 | 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 |
| Interest On Sav Rev And Expnss | $809 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $809 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,304 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,304 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $10,565 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $23,104 | GrossSalesPriceAmt |
| Total Rev And Expnss | $13,678 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,113 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $985 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $985 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $1,585 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,585 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $116 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $116 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $2,686 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,686 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $28,460 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $28,960 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $31,146 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,686 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $28,960 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$17,468 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $427 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $25,409 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $20,481 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $20,479 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $82,870 | CorporateStockBOYAmt |
| Corporate Stock EOY | $70,330 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $119,876 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $108,279 | TotalAssetsBOYAmt |
| Total Assets EOY | $90,811 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $140,355 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $108,279 | RetainedEarningBOYAmt |
| Retained Earning EOY | $90,811 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $108,279 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $90,811 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $108,279 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $90,811 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $108,279 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$17,468 | ExcessRevenueOverExpensesAmt |
| Subtotal | $90,811 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $90,811 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $6 | SubtotalAmt |
| Tax Based On Investment Income | $6 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $6 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
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 | 0.40 | $0 | $0 | $0 |
| THOMAS JOHN SADOWSKI | ||||||||
| 8861 ASPENWOOD COURT | MENTOR | OH | 44060 | SECRETARY | 0.80 | $0 | $0 | $0 |
| JUDITH M COONEY | ||||||||
| 2303 SOUTH 7TH ST WEST | MISSOULA | MT | 59801 | TRUSTEE | 0.08 | $0 | $0 | $0 |
| SUSAN A LUSARDO | ||||||||
| 348 MOOREWOOD AVE | 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 | ||||||||
| 403 JULIAN AVE | HONOLULU | HI | 96818 | TRUSTEE | 0.08 | $0 | $0 | $0 |
| TARA J SADOWSKI | ||||||||
| 13544 WILDWOOD TRAILS | SULTAN | WA | 98294 | TRUSTEE | 0.08 | $0 | $0 | $0 |
| RICHARD C SADOWSKI | ||||||||
| 1641 REDPOLL COURT | NAPERVILLE | IL | 60565 | 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 | $124,333 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $23,945 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $148,278 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $148,278 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,224 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $146,054 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,303 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,303 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6 | TotalTaxAmt |
| Distributable Before Adj | $7,297 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $7,297 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $7,297 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $28,960 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $28,960 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,297 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $6,246 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,988 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $10,800 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $6,639 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $10,040 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $36,713 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $28,960 | QualifyingDistributionsAmt |
| Applied To Current Year | $7,297 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $21,663 | RemainingDistriFromCorpusAmt |
| Total Corpus | $58,376 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $6,246 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $52,130 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,988 | ExcessFromYear4Amt |
| Excess From Year3 | $10,800 | ExcessFromYear3Amt |
| Excess From Year2 | $6,639 | ExcessFromYear2Amt |
| Excess From Year1 | $10,040 | ExcessFromYear1Amt |
| Excess From Current Year | $21,663 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALZHEIMER'S DISEASE RESEARCH | ||||||
| 22512 GATEWAY CENTER DR | CLARKSBURG | MD | 20871 | PC | DONATION | $50 |
| ANNUAL APPEAL FOR PRIESTLY FORMATIO | ||||||
| PO BOX 6001 | ALBERT LEA | MN | 56007 | PC | DONATION | $100 |
| BASILICA NATIONAL SHRINE | ||||||
| PO BOX 98032 | WASHINGTON | DC | 20090 | PC | DONATION | $150 |
| CATHOLIC CHARITIES CORPORATION | ||||||
| 1404 EAST 9TH STREET | CLEVELAND | OH | 44114 | PC | DONATION | $6,000 |
| CATHOLIC COMMUNITY FDN | ||||||
| 1404 E NINTH | CLEVELAND | OH | 44114 | PC | DONATION | $500 |
| CATHOLIC COMMUNITY FDN | ||||||
| 1404 E NINTH | CLEVELAND | OH | 44114 | PC | DONATION | $500 |
| CATHOLIC EDUCATION | ||||||
| PO BOX 6001 | ALBERT LEA | MN | 56007 | PC | DONATION | $100 |
| DOROTHY DAY OUTREACH | ||||||
| PO BOX 600 | LORETTO | PA | 15940 | PC | DONATION | $100 |
| ETERNAL WORD TELEVISION NETWORK | ||||||
| 5817 OLD LEEDS ROAD | IRONDALE | AL | 352109948 | PC | DONATION | $100 |
| HILLSDALE COLLEGE | ||||||
| PO BOX 97337 | WASHINGTON DC | DC | 20090 | PC | DONATION | $150 |
| IMPACT | ||||||
| PO BOX 1643 | COLLEGE STATION | TX | 77841 | PC | DONATION | $100 |
| KINIGHTS OF COLUMBUS 13755 | ||||||
| 9114 LAKE SHORE | MENTOR | OH | 44060 | PC | DONATION | $1,000 |
| KNIGHTS OF COL CHARITIES | ||||||
| PO BOX 382154 | PITTSBURGH | PA | 15251 | PC | DONATION | $500 |
| KNIGHTS OF COLUMBUS | ||||||
| 9114 LAKE SHORE BLVD | MENTOR | OH | 44060 | PC | DONATION | $2,000 |
| LEUKEMIA & LYMPHOMA SOCIETY | ||||||
| PO BOX 98011 | WASHINGTON | DC | 20090 | PC | DONATION | $50 |
| MATTAWAN GIRLS SOCCER | ||||||
| 8361 CHARLEVOIX ST | KALAMAZOO | MI | 49009 | PC | DONATION | $50 |
| NATIONAL MUSEUM OF MIGHTY 8TH | ||||||
| PO BOX 1992 | SAVANNAH | GA | 31402 | PC | DONATION | $100 |
| NORTHEAST OHIO CATHOLIC | ||||||
| PO BOX 6001 | ALBERT LEA | MN | 56007 | PC | DONATION | $100 |
| OPERATION SMILE | ||||||
| PO BOX 758588 | TOPEKA | KS | 66675 | PC | DONATION | $50 |
| REDFORD HIGH SCHOOL VOLLEYBALL | ||||||
| 403 JULIAN AVE | HONOLULU | HI | 96818 | PC | DONATION | $100 |
| SACRED HEART SOUTHERN MISSIONS | ||||||
| 1650 HIGHWAY 161 | WALLS | MS | 386869099 | PC | DONATION | $150 |
| SAINT BEDE CHURCH | ||||||
| 9114 LAKE SHORE BLVD | MENTOR | OH | 44060 | PC | DONATION | $12,050 |
| SAINT FRANCIS UNIVERSITY | ||||||
| PO BOX 600 | LORETTO | PA | 159400600 | PC | DONATION | $2,500 |
| SALVATION ARMY | ||||||
| PO BOX 5509 | TIPTON | IA | 52772 | PC | DONATION | $100 |
| SAMARITAN'S PURSE | ||||||
| PO BOX 3600 | BOONE | NC | 28607 | PC | DONATION | $1,000 |
| SISTERS OF NOTRE DAME | ||||||
| 13000 AUBURN RD | CHARDON | OH | 44024 | PC | DONATION | $100 |
| ST IGNATIUS HIGH SCHOOL | ||||||
| 1911 WEST 30TH ST | CLEVELAND | OH | 44113 | PC | DONATION | $100 |
| ST JUDE CHILDRENS RESEARCH HOSPITAL | ||||||
| PO BOX 50 | MEMPHIS | TN | 381019929 | PC | DONATION | $100 |
| ST KIZITO FOUNDATION | ||||||
| 25187 CHASE DRIVE | NORTH OLMSTED | OH | 44070 | PC | DONATION | $660 |
| THE CATHOLIC LEAGUE | ||||||
| 450 FASHION AVE | NEW YORK | NY | 101173125 | PC | DONATION | $100 |
| THE DYNAMIC CATHOLIC INSTITUTE | ||||||
| 5801 OLYMPIC BLVD | ERLANGER | KY | 41018 | PC | DONATION | $300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $28,960 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 1 | ExclusionCd |
| Exclusion | $809 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,304 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $10,565 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $3,113 | ExclusionAmt |
| Related Or Exempt Function Incm | $10,565 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $13,678 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | MICROSOFT | AssetDesc |
| Acquired | 2022-12 | AcquiredDt |
| How Acquired | PURCHASE | HowAcquiredTxt |
| Sold | 2025-06 | SoldDt |
| Gross Sales Price | $23,104 | GrossSalesPriceAmt |
| Basis | $12,539 | BasisAmt |
| Total Net | $10,565 | TotalNetAmt |
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 | $70,330 | EOYBookValueAmt |
| EOYFMV | $119,876 | EOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INVESTMENT FEES | $1,285 | $1,285 |
| TAX PREP | $300 | $300 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES AND FEES | CategoryTxt |
| Amt | $116 | Amt |
| Net Investment Income | $116 | NetInvestmentIncomeAmt |