SANSOM FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- SANSOM FOUNDATION INC (EIN 13-6136127)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-03
- IRS object ID
- 202303079349101715
- Schema version
- 2022v5.0
- 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
- 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 | 2023-11-03T16:46:46-07:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | 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 | 2023-11-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Frank M | PersonFirstNm |
| Person Last | Buscaglia | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| 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 |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $20,549,993 | 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 | $313,790 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $313,790 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $747,439 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,193,492 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $747,439 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $7,200 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $1,068,429 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,061,229 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $290,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $14,300 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $275,700 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $30,711 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $30,711 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $12,650 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,325 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,325 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $196,488 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $153,592 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $42,896 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $88,233 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,900 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $85,333 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $19,312 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $19,312 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $58,320 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $207 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $58,113 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $695,714 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $177,324 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $518,390 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $281,441 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $281,441 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $977,155 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $177,324 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $799,831 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $91,274 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $883,905 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $339,619 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $557,244 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $557,244 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $205,527 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $182,274 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $182,274 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $15,250,347 | CorporateStockBOYAmt |
| Corporate Stock EOY | $11,773,593 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $11,773,593 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,449,835 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,248,607 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,248,607 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $5,614,673 | OtherAssetsBOYAmt |
| Other Assets EOY | $5,788,275 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $5,788,275 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $22,860,001 | TotalAssetsBOYAmt |
| Total Assets EOY | $20,549,993 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $20,549,993 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $22,860,001 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $20,549,993 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $22,860,001 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $20,549,993 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $22,860,001 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $20,549,993 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $22,860,001 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $91,274 | ExcessRevenueOverExpensesAmt |
| Other Increases | $159,357 | OtherIncreasesAmt |
| Subtotal | $23,110,632 | SubtotalAmt |
| Other Decreases | $2,560,639 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $20,549,993 | 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 | $3,193,492 | GrossSalesPriceAmt |
| Cost Or Other Basis | $2,446,053 | CostOrOtherBasisAmt |
| Gain Or Loss | $747,439 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $747,439 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $747,439 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12,286 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $12,286 | SubtotalAmt |
| Tax Based On Investment Income | $12,286 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $25,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $25,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $218 | EsPenaltyAmt |
| Overpayment | $12,496 | OverpaymentAmt |
| Applied To ES Tax | $12,496 | 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 | Yes (true) | 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 (5 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 | $143,000 |
| Edward M De Paoli | ||||||
| PO Box 367869 | Bonita Springs | FL | 34136 | Sec., Director | 10.00 | $48,000 |
| Jorge H Santis | ||||||
| PO Box 367869 | Bonita Springs | FL | 34136 | VP, Director | 10.00 | $48,000 |
| 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 | Director | 10.00 | $18,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UBS Financial Services Inc | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 East Olas Blvd Ste 2300 | AddressLine1Txt |
| City | Fort Lauderdale | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment Management | ServiceTypeTxt |
| Compensation | $153,592 | CompensationAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $14,521,600 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $705,285 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $4,588,275 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $19,815,160 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $926,975 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $19,815,160 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $297,227 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $19,517,933 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $975,897 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $975,897 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,286 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,286 | TotalTaxAmt |
| Distributable Before Adj | $963,611 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $963,611 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $963,611 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $799,831 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $799,831 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $963,611 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $91,630 | UndistributedIncomePYAmt |
| Qualifying Distributions | $799,831 | QualifyingDistributionsAmt |
| Applied To Year1 | $91,630 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $708,201 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $255,410 | 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 |
|---|---|---|---|---|---|---|---|
| Art For Progress | |||||||
| 151 1st Avenue 26 | New York | NY | 10003 | None | PC | Purchase of musical instruments for NYC High School students | $10,000 |
| Broward House | |||||||
| 2800 North Andrews Ave | Wilton Manors | FL | 33311 | None | PC | Caring and HIV prevention | $20,000 |
| Chimp Haven | |||||||
| 13600 Chimpanzee Plaza | Keithville | LA | 71047 | None | PC | Veterinarian Clinic Physician | $15,000 |
| The Friends of the Wanamaker Organ Inc | |||||||
| 630 Hidden Valley Road | King of Prussia | PA | 19406 | None | PC | Support Summer Education Program for Young Musicians | $20,000 |
| The Metropolitan Opera | |||||||
| 30 Lincoln Center | New York | NY | 10023 | None | PC | Support its Lindemann Young Artist Development Program | $20,000 |
| Nova Southeastern University Inc | |||||||
| One East Las Olas Blvd | Ft Lauderdale | FL | 33301 | None | PC | For its NSU Art Museum Fort Lauderdale | $163,441 |
| Music Foundation of Greater Naples | |||||||
| PO Box 112383 | Naples | FL | 34108 | None | PC | Music Education | $15,000 |
| Gustavus Adolphus College | |||||||
| 800 West College Ave | St Peter | MN | 56082 | None | PC | For its Hillstrom Museum of Art | $18,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $281,441 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $313,790 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $747,439 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Miscellaneous | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $7,200 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,068,429 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,068,429 | 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 | $12,650 | Amt |
| Net Investment Income | $6,325 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $6,325 | DisbursementsCharitablePrpsAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Fees | CategoryTxt |
| Legal Fees | $30,711 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $30,711 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Paintings and Art Work | Desc |
| BOY Book Value | $5,614,673 | BOYBookValueAmt |
| EOY Book Value | $5,788,275 | EOYBookValueAmt |
| EOYFMV | $5,788,275 | 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 | $2,071 | $207 | $1,864 |
| Appraisal | $21,242 | $21,242 | |
| Insurance | $13,419 | $13,419 | |
| Office expense | $3,780 | $3,780 | |
| Postage | $1,332 | $1,332 | |
| Warehouse | $16,476 | $16,476 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Miscellaneous | Desc |
| Revenue And Expenses Per Books | $7,200 | RevenueAndExpensesPerBooksAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Increase (decrease) in value of Artwork | Desc |
| Amt | $159,357 | 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 | $153,592 | $153,592 | $0 | $0 |
| Other professional fees | $42,896 | $0 | $0 | $42,896 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Federal Income Taxes (Form 990-PF) | $58,481 | $58,481 | |
| New York State corporate tax | $750 | $750 | |
| Payroll taxes | $29,002 | $26,102 | $2,900 |
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