SANSOM FOUNDATION INC: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
SANSOM FOUNDATION INC (EIN 13-6136127)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-05
IRS object ID
202103099349102300
Schema version
2020v4.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-11-05T16:48:54-07:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Ganapathi KamathBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line122 Pin Oak DrAddressLine1Txt
CityNorth BrunswickCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08902ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN136136127EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Sansom Foundation IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSANSBusinessNameControlTxt
Phone2396765855PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 367869AddressLine1Txt
CityBonita SpringsCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34136ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonFrank M BuscagliaPersonNm
Person TitlePres, Treas, DirPersonTitleTxt
Signature2021-11-05SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstFrankPersonFirstNm
Person LastBuscagliaPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGanapathi KamathPreparerPersonNm
PTINP00262561PTIN
Phone7322360985PhoneNum
Self EmployedYes (X)SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer0TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$19,013,803FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$296,232DividendsRevAndExpnssAmt
Dividends Net Invst Incm$296,232DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$209,781NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$5,844,416GrossSalesPriceAmt
Other Income Rev And Expnss$600OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$87,051TotalRevAndExpnssAmt
Total Net Invst Incm$296,232TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$290,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$14,300CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$275,700CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$50,362LegalFeesRevAndExpnssAmt
Legal Fees Dsbrs Chrtbl$50,362LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$12,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$6,000AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$6,000AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$141,653OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$131,736OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$9,917OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$16,472TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,572TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$14,900TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$6,311TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$6,311TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$332PrintingAndPubRevAndExpnssAmt
Printing And Pub Dsbrs Chrtbl$332PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$44,984OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$195OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$44,789OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$562,114TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$153,803TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$408,311TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$760,700ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$760,700ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,322,814TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$153,803TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,169,011TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,235,763ExcessRevenueOverExpensesAmt
Net Investment Income$142,429NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$614,375SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$635,414SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$635,414SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$334,954USGovernmentObligationsBOYAmt
US Government Obligations EOY$109,584USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$109,584USGovtObligationsEOYFMVAmt
Corporate Stock BOY$11,420,806CorporateStockBOYAmt
Corporate Stock EOY$12,274,278CorporateStockEOYAmt
Corporate Stock EOYFMV$12,274,278CorporateStockEOYFMVAmt
Corporate Bonds BOY$1,534,482CorporateBondsBOYAmt
Corporate Bonds EOY$1,494,018CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,494,018CorporateBondsEOYFMVAmt
Other Assets BOY$5,713,712OtherAssetsBOYAmt
Other Assets EOY$4,500,509OtherAssetsEOYAmt
Other Assets EOYFMV$4,500,509OtherAssetsEOYFMVAmt
Total Assets BOY$19,618,329TotalAssetsBOYAmt
Total Assets EOY$19,013,803TotalAssetsEOYAmt
Total Assets EOYFMV$19,013,803TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$19,618,329NoDonorRstrNetAssestsBOYAmt
Tot Net Ast Or Fund Balances BOY$19,618,329TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$19,013,803TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$19,618,329TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$19,013,803TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$19,618,329TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,235,763ExcessRevenueOverExpensesAmt
Other Increases$631,237OtherIncreasesAmt
Subtotal$19,013,803SubtotalAmt
Tot Net Ast Or Fund Balances EOY$19,013,803TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly Traded Securities - VariousPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2020-01-01AcquiredDt
Sold2020-01-01SoldDt
Gross Sales Price$5,844,416GrossSalesPriceAmt
Cost Or Other Basis$6,054,197CostOrOtherBasisAmt
Gain Or Loss-$209,781GainOrLossAmt
Gains Minus Excess Or Losses-$209,781GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income-$209,781CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$209,781NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,980InvestmentIncomeExciseTaxAmt
Subtotal$1,980SubtotalAmt
Tax Based On Investment Income$1,980TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$17,591EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$17,591TotalPaymentsAndCreditsAmt
Overpayment$15,611OverpaymentAmt
Applied To ES Tax$15,611AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Frank BuscagliaBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2396765855PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line123168 Sanabria LoopAddressLine1Txt
CityBonita SpringsCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34135ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnYes (true)TransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsYes (true)ActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsYes (true)UncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Frank M Buscaglia
PO Box 367869Bonita SpringsFL34136Pres,Treas, Dir30.00$143,000
Edward M De Paoli
PO Box 367869Bonita SpringsFL34136Sec., Director10.00$48,000
Jorge H Santis
PO Box 367869Bonita SpringsFL34136VP, Director10.00$48,000
Richard G Barrette
PO Box 367869Bonita SpringsFL34136Asst Treas, Dir10.00$33,000
Avis Berman
PO Box 367869Bonita SpringsFL34136Director10.00$18,000
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
UBS Financial Services Inc
401 East Olas Blvd Ste 2300Fort LauderdaleFL33301Investment Management$131,736
Thompson Hine LLP
3900 Key Center 127 Public SquareCleavelandOH44114Legal Counsel$50,362

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$11,006,973AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$765,653AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$4,500,509FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$16,273,135TotalFMVOfUnusedAssetsAmt
Reduction Claimed$2,237,291ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$16,273,135AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$244,097CashDeemedCharitableAmt
Net Vl Noncharitable Assets$16,029,038NetVlNoncharitableAssetsAmt
Minimum Investment Return$801,452MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$801,452MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,980TaxBasedOnInvestmentIncomeAmt
Total Tax$1,980TotalTaxAmt
Distributable Before Adj$799,472DistributableBeforeAdjAmt
Distributable Before Ded$799,472DistributableBeforeDedAmt
Distributable As Adjusted$799,472DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,169,011ExpensesAndContributionsAmt
Qualifying Distributions$1,169,011QualifyingDistributionsAmt
Adjusted Qualifying Distri$1,169,011AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$799,472DistributableAsAdjustedAmt
Undistributed Income PY$19,678UndistributedIncomePYAmt
Qualifying Distributions$1,169,011QualifyingDistributionsAmt
Applied To Year1$19,678AppliedToYear1Amt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$799,472AppliedToCurrentYearAmt
Remaining Distri From Corpus$349,861RemainingDistriFromCorpusAmt
Total Corpus$349,861TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$349,861ExcessDistriCyovToNextYrAmt
Excess From Current Year$349,861ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Amsterdam Continuing Care Health System
1060 Amsterdam AvenueNew YorkNY10025NonePCCare for the elderly$1,000
Art For Progress
151 1st Avenue 26New YorkNY10003NonePCPurchase of musical instruments for NYC High School students$10,000
Broward House
2800 North Andrews AveWilton ManorsFL33311NonePCCaring and HIV prevention$20,000
Chimp Haven
13600 Chimpanzee PlazaKeithvilleLA71047NonePCVeterinarian Clinic Physician$15,000
The Friends of the Wanamaker Organ Inc
630 Hidden Valley RoadKing of PrussiaPA19406NonePCPromotion & Revitalization of the Wanamaker Organ$20,000
Glsen Collier
PMB 8 PO Box 413005NaplesFL34102NonePCArt Education$12,600
The Metropolitan Opera
30 Lincoln CenterNew YorkNY10023NonePCVibrant home for creative singers, choreographers, artists and musicians$20,000
Music Foundation of Greater Naples
PO Box 112383NaplesFL34108NonePCMusic Education$10,600
Nova Southeastern University Inc
One East Las Olas BlvdFt LauderdaleFL33301NonePCFor its NSU Art Museum Fort Lauderdale$25,000
Nova Southeastern University Inc
One East Las Olas BlvdFt LauderdaleFL33301NonePCFor its NSU Art Museum Fort Lauderdale$301,500
University of Notre Dame Du Lac
100 Moose Krause CirNotre DameIN46556NonePCFor its Snite Museum of Art$325,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$760,700TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$296,232ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$209,781ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescMiscellaneousDesc
Exclusion1ExclusionCd
Exclusion$600ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$87,051ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$87,051TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAccounting FeesCategoryTxt
Amt$12,000Amt
Net Investment Income$6,000NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$6,000DisbursementsCharitablePrpsAmt

Contractor Compensation Expln ContractorCompensationExpln

Contractor Comp Expln ContractorCompExplnGrp

Contractor Business Name ContractorBusinessName

FieldValueIRS element (for citing)
Business Name Line1UBS Financial Services IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
ExplanationInvestment Management FeeExplanationTxt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLegal FeesCategoryTxt
Legal Fees$50,362LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$50,362DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescPaintings and Art WorkDesc
BOY Book Value$5,713,712BOYBookValueAmt
EOY Book Value$4,500,509EOYBookValueAmt
EOYFMV$4,500,509EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ADP fees$1,945$195$1,750
Appraisal$8,600$8,600
Insurance$12,845$12,845
Office expense$7,582$7,582
Postage$2,917$2,917
Warehouse$11,095$11,095

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescMiscellaneousDesc
Revenue And Expenses Per Books$600RevenueAndExpensesPerBooksAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescIncrease (decrease) in value of ArtworkDesc
Amt$106,460Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Investment management fees$131,736$131,736$0$0
Other professional fees$9,917$0$0$9,917

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
New York State corporate tax$750$750
Payroll taxes$15,722$14,150$1,572

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