Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter Social Security numbers on this form as it may be made public. By law, the IRS cannot redact the information on the form.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2013
Open to Public Inspection
For calendar year 2013, or tax year beginning 01-01-2013 , and ending 12-31-2013
Name of foundation
SANSOM FOUNDATION INC
 

Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 2777   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
OAK RIDGE, NJ07438
A Employer identification number

13-6136127
B Telephone number (see instructions)

(973) 628-3670
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$19,762,516
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 294,807 294,807  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 430,213
b Gross sales price for all assets on line 6a 4,650,840
7 Capital gain net income (from Part IV, line 2)... 430,213
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 725,020 725,020  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 180,000 18,000   162,000
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... 4,536 0   4,536
b Accounting fees (attach schedule)....... 10,000 0   10,000
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions) 14,165 0   13,410
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 40,883 0   40,883
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 46,324 0   46,324
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 295,908 18,000   277,153
25 Contributions, gifts, grants paid........ 715,000 715,000
26 Total expenses and disbursements. Add lines 24 and 25 1,010,908 18,000   992,153
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -285,888
b Net investment income (if negative, enter -0-) 707,020
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2013)
Form 990-PF (2013)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing...............      
2 Savings and temporary cash investments.......... 1,111,312 917,613 917,613
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule) 1,352,051 Click to see attachment622,820 622,820
b Investments—corporate stock (attach schedule)........ 6,995,109 Click to see attachment9,225,266 9,225,266
c Investments—corporate bonds (attach schedule)........ 730,091 Click to see attachment903,912 903,912
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 943,479 Click to see attachment1,092,905 1,092,905
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment7,302,000 Click to see attachment7,000,000 Click to see attachment7,000,000
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 18,434,042 19,762,516 19,762,516
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).......... 0 0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted....................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds......... 0 0
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 18,434,042 19,762,516
30 Total net assets or fund balances (see page 17 of the
instructions).................... 18,434,042 19,762,516
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 18,434,042 19,762,516
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 18,434,042
2 Enter amount from Part I, line 27a..................... 2 -285,888
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 1,614,362
4 Add lines 1, 2, and 3.......................... 4 19,762,516
5 Decreases not included in line 2 (itemize) bullet 5 0
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 19,762,516
Form 990-PF (2013)
Form 990-PF (2013)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b) How acquired
P—Purchase
D—Donation
(c) Date acquired
(mo., day, yr.)
(d) Date sold
(mo., day, yr.)
1 a INVESTMENT P    
b
c
d
e
(e) Gross sales price (f) Depreciation allowed
(or allowable)
(g) Cost or other basis
plus expense of sale
(h) Gain or (loss)
(e) plus (f) minus (g)
a 4,650,840   4,220,627 430,213
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69
(k) Excess of col. (i)
over col. (j), if any
a       430,213
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 430,213
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 . . . . . . . . . . . . . . . .
Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2012 1,038,942 15,476,216 0.067132
2011 810,560 19,447,320 0.041680
2010 882,505 17,362,680 0.050828
2009 653,771 17,810,398 0.036707
2008 875,758 18,723,962 0.046772
2 Total of line 1, column (d) ...................... 2 0.243119
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years
. . .
3 0.048624
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 16,688,246
5 Multiply line 4 by line 3....................... 5 811,449
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 7,070
7 Add lines 5 and 6......................... 7 818,519
8 Enter qualifying distributions from Part XII, line 4.............. 8 992,153
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2013)
Form 990-PF (2013)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 7,070
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2............................ 3 7,070
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 7,070
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 10,606
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 10,606
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 3,536
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet3,536 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletNY, NJ
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2013 or the taxable year beginning in 2013 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletFRANK BUSCAGLIA Telephone no.bullet (973) 628-3670
    Located atbullet18 HIDDEN HILLS ROADOAK RIDGENJ ZIP+4bullet07438
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2013, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the
    foreign country bullet  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
    No
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2013?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2013, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2013?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?.........................
    b
    If "Yes," did it have excess business holdings in 2013 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2013.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2013?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see instructions)........
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?........................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to
    employee benefit plans
    and deferred compensation
    (e) Expense account,
    other allowances
    FRANK BUSCAGLIA PRESIDENT & TREASURER
    20.00
    105,000 0 0
    PO BOX 2777
    OAK RIDGE,NJ07438
    DR EDWARD M DE PAOLI SECRETARY
    10.00
    30,000 0 0
    PO BOX 2777
    OAK RIDGE,NJ07438
    JORGE SANTIS VP & DIRECTOR OF EDUCATION
    10.00
    30,000 0 0
    PO BOX 2777
    OAK RIDGE,NJ07438
    MR RICHARD G BARRETTE ASSISTANT TREASURER
    10.00
    15,000 0 0
    PO BOX 2777
    OAK RIDGE,NJ07438
    MR LAWRENCE B THOMPSON DIRECTOR
    10.00
    0 0 0
    PO BOX 2777
    OAK RIDGE,NJ07438
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
     
    b
    Average of monthly cash balances.......................
    1b
     
    c
    Fair market value of all other assets (see instructions)................
    1c
     
    d
    Total (add lines 1a, b, and c).........................
    1d
     
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
     
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
     
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
     
    6
    Minimum investment return. Enter 5% of line 5..................
    6
     
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    834,412
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    7,070
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    7,070
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    827,342
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    827,342
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    827,342
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
     
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
     
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 8
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2012
    (c)
    2012
    (d)
    2013
    1 Distributable amount for 2013 from Part XI, line 7 827,342
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only....... 696,110
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2013:
    a From 2008.......  
    b From 2009.......  
    c From 2010.......  
    d From 2011.......  
    e From 2012.......  
    fTotal of lines 3a through e......... 0
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 992,153
    a Applied to 2012, but not more than line 2a 696,110
    b Applied to undistributed income of prior years
    (Election required—see instructions)......
    0
    c Treated as distributions out of corpus (Election
    required—see instructions).........
    0
    d Applied to 2013 distributable amount..... 296,043
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2013. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2012. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2013. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2014 ..........
    531,299
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............
    0
    8Excess distributions carryover from 2008 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......
    0
    10 Analysis of line 9:
    a Excess from 2009....  
    b Excess from 2010....  
    c Excess from 2011....  
    d Excess from 2012....  
    e Excess from 2013....  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 9
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2013, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2013 (b) 2012 (c) 2011 (d) 2010
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    AIKEN CENTER FOR THE ARTS
    122 LAURENS STREET
    AIKEN,SC29801
      PUBLIC PROVIDE ARTS EDUCATION, CULTURAL ACTIVITIES, AND ART OPPORTUNITIES 30,000
    AMSTERDAM CONTINUING CARE HEALTH SYSTEM
    1060 AMSTERDAM AVENUE
    NEW YORK,NY10025
      PUBLIC CARE FOR THE ELDERLY 40,000
    ART FOR PROGRESS
    133 MULBERRY STREET SUITE 4W1
    NEW YORK,NY10013
      PUBLIC PURCHASE OF MUSICAL INSTRUMENTS FOR NYC HIGH SCHOOL STUDENTS 20,000
    BROWARD HOUSE
    501 SOUTHEAST COURT
    FT LAUDERDALE,FL33316
      PUBLIC CARE FOR THOSE WITH HIV/AIDS 40,000
    CENTER FOR THE ARTS BONITA SPRINGS
    26100 OLD 41 ROAD
    BONITA SPRINGS,FL34135
      PUBLIC SUPPLIES FOR ARTS ADVANTAGE PROGRAM 15,000
    CHIMP HAVEN
    13600 CHIMPANZEE PLAZA
    KEITHVILLE,LA71047
      PUBLIC VETERINARIAN CLINIC PHYSICIAN 30,000
    FRIENDS OF WANAMAKER ORGAN
    105 CHARLES DRIVE
    BRYN MAWR,PA19010
      PUBLIC EDUCATIONAL PROGRAM FOR YOUNG ORGANISTS 40,000
    LEAK & WATTS SERVICES INC
    463 HAWTHORNE AVENUE
    YONKERS,NY10705
      PUBLIC CARE FOR CHILDREN 30,000
    MUSEUM OF ARTFT LAUDERDALE
    ONE EAST LAS OLAS BLVD
    FT LAUDERDALE,FL33301
      PUBLIC ART MUSEUM 460,000
    MUSEUM OF THE CITY OF NEW YORK
    1220 FIFTH AVENUE
    NEW YORK,NY10029
      PUBLIC SUPPORT OF THE MUSEUM'S FREDERICK A.O. SCHWARTZ CHILDREN'S CENTER 10,000
    Total .................................bullet 3a 715,000
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............
             
    4 Dividends and interest from securities....     14 294,807  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property .............
             
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory .............
        18 430,213  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 725,020 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13725,020
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







    Firm's EINbullet
    Phone no.
    Form 990-PF (2013)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2013 AccountingFeesSchedule
    Name:
    SANSOM FOUNDATION INC
    EIN: 13-6136127
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 10,000 0   10,000

    TY 2013 InvestmentsCorpBondsSchedule
    Name:
    SANSOM FOUNDATION INC
    EIN: 13-6136127
    Name of Bond End of Year Book Value End of Year Fair Market Value
    LLOYDS TSB 200,102 200,102
    GENL ELEC CO 58,861 58,861
    UNTD TECHNOLOGIES CORP 27,349 27,349
    GENL ELEC CAP CORP NTS 42,490 42,490
    GLAXOSMITHKLINE CAP INC 28,779 28,779
    PEPSICO INC NTS 42,625 42,625
    AVON PRODUCTS INC NTS 109,179 109,179
    SAFEWAY INC NTS B/E 106,346 106,346
    CLIFFS NAT RESOURCES INC 105,525 105,525
    ALCOA INC 102,129 102,129
    VERIZON COMMUNICATIONS 80,527 80,527

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    SANSOM FOUNDATION INC
    EIN: 13-6136127
    Name of Stock End of Year Book Value End of Year Fair Market Value
    CONOCOPHILLIPS 113,040 113,040
    EXXON MOBIL CORP 161,920 161,920
    FIFTH THRID BANCORP 21,030 21,030
    PHILLIPS 66 61,704 61,704
    APARTMENT INVT & MGMT CO 6,503 6,503
    AVALONBAY COMMUNITIES INC 7,448 7,448
    BOSTON PROPERTIES INC 10,037 10,037
    BRE PROPERTIES INC 4,267 4,267
    BROOKDALE SENIOR LIVING, INC 2,609 2,609
    CAMDEN PPTY TR SBI 5,517 5,517
    CORRECTIONS CORP OF AMER NEW 4,778 4,778
    CUBESMART SBI 3,316 3,316
    DDR CORP REIT SBI 5,410 5,410
    DUKE REALTY CORP NEW REITS 3,519 3,519
    DUPONT FABROS TECHNOLOGY INC 2,249 2,249
    EPR PROPERTIES REIT 5,309 5,309
    EQUITY ONE INC SDI 2,558 2,558
    EQUITY RESIDENTIAL SBI 7,781 7,781
    ESSEX PROPERTY TRUST INC 7,176 7,176
    EXTRA SPACE STORAGE INC REITS 5,182 5,182
    FEDERAL RLTY INV TR 4,665 4,665
    FIRST INDL REALTY TRUST INC 7,626 7,626
    GENERAL GROWTH PPTYS INC NEW 9,373 9,373
    HCP INC 4,685 4,685
    HEALTH CARE REIT INC 5,089 5,089
    HOST HOTELS & RESORTS INC 11,314 11,314
    JONES LANE LASALLE INC 2,765 2,765
    KILROY REALTY CORP 3,613 3,613
    LASALLE HOTEL PRPERTIES SBI 1,759 1,759
    MEDICAL PROPERTIES TRUST INC 1,466 1,466
    PEBBLEBROOK HOTEL TR 6,090 6,090
    PENN REAL EST INV SBI 2,012 2,012
    PROLOGIS INC COM 14,521 14,521
    PUBLIC STORAGE REIT 8,881 8,881
    RAMCO-GERSHENSON PROPERTIES 708 708
    RETAIL PPTY AMER INC REIT 623 623
    SAUL CENTERS INC 2,959 2,959
    SENIOR HSG PROPERTIES TRUST 2,401 2,401
    SIMON PPTY GROUP INC SBI 31,497 31,497
    SL GREEN REALTY CORP 10,901 10,901
    STRATEGIC HOTEL CAPITAL INC 3,723 3,723
    SUNSTONE HOTEL INVESTORS INC 3,538 3,538
    TAUBMAN CENTERS INC 4,091 4,091
    VENTAS INS 7,561 7,561
    VORNADO REALTY TRUST 9,767 9,767
    ABBOTT LABS 49,292 49,292
    ACCENTURE PLC IRELAND CL 60,103 60,103
    ACE LTD CHF 35,511 35,511
    CHEVRON CORP 42,844 42,844
    COCA-COLA ENTERPRISES INC NEW 24,227 24,227
    COMCAST CORP NEW SPECIAL CL A 49,930 49,930
    COVIDIEN PLC 33,846 33,846
    CVS CAREMARK CORP 72,787 72,787
    DANAHER CORP 30,648 30,648
    DELPHI AUTOMOTIVE PLC 26,517 26,517
    DIAGEO PLC NEW GB SPON ADR 27,146 27,146
    EXPRESS CRIPTS HLDG CO 35,612 35,612
    EXXON MOBIL CORP 80,656 80,656
    FIDELITY NATL INFORMATION SVCS 20,345 20,345
    FRANKLIN RESOURCES INC 35,677 35,677
    GENL MILLS INC 52,006 52,006
    GOLDMAN SACHS GROUP INC 65,054 65,054
    HONEYWELL INTL INC 54,182 54,182
    INTL BUSINESS MACH 38,639 38,639
    JOHNSON CONTROLS INC 32,216 32,216
    JOHNSON & JOHNSON COM 66,128 66,128
    JPMORGAN CHASE & CO 113,042 113,042
    LOCKHEED MARTIN CORP 88,155 88,155
    LORILLARD INC 62,539 62,539
    MCDONALDS CORP 14,069 14,069
    METLIFE INC 58,503 58,503
    NASDAQ OMX GROUP 23,243 23,243
    NESTLE S A SPONSORED ADR 54,898 54,898
    OCCIDENTAL PETROLEUM CRP 33,095 33,095
    ORACLE CORP 48,820 48,820
    PRIZER INC 88,827 88,827
    PHILIP MORRIS INTL INC 83,383 83,383
    PPG INDUSTRIES INC 16,311 16,311
    PRUDENTIAL FINANCIAL INC 36,427 36,427
    ST JUDE MEDICAL INC 22,364 22,364
    STATE STREET CORP 25,833 25,833
    TARGET CORP 33,976 33,976
    THERMO FISHER SCIENTIFIC INC 52,557 52,557
    TRAVELERS COS INC/THE 55,048 55,048
    TYCO INTL LTD 37,100 37,100
    UNITED PARCEL SERVICE INC CL B 43,713 43,713
    UNTD TECHNOLOGIES CORP 52,462 52,462
    VERIZON COMMUNICATIONS 48,550 48,550
    VODAFONE GROUP PLC NEW SPON ADR 22,603 22,603
    WALT DISNEY CO 30,713 30,713
    WELLS FARGO & CO NEW 103,694 103,694
    3M CO 41,795 41,795
    ABBOTT LABS 55,425 55,425
    ACCENTURE PLC IRELAND CL 47,277 47,277
    AMGEN INC 56,013 56,013
    ANALOG DEVICES INC 24,345 24,345
    APPLE INC 54,980 54,980
    BB&T CORP 41,201 41,201
    BECTON DICKINSON & CO 31,269 31,269
    BLACKROCK INC 33,229 33,229
    CHEVRON CORP 37,098 37,098
    CHURCH & DWIGHT CO INC 43,082 43,082
    CISCO SYSTEMS INC 54,774 54,774
    COCA-COLA ENTERPRISES INC NEW 32,883 32,883
    CULLEN FROST BANKERS INC 52,994 52,994
    CUMMINS INC 45,110 45,110
    DOVER CORP 40,161 40,161
    ECOLAB INC 33,366 33,366
    EMERSON ELECTRIC CO 60,846 60,846
    ENBRIDGE INC CAD 40,622 40,622
    EOG RESOURCES INC 44,645 44,645
    GENL ELECTRIC CO 46,866 46,866
    GEC HOLDINGS INC 23,789 23,789
    HENRY JACK & ASSOC INC 26,467 26,467
    ILLINOIS TOOL WORKS INC 42,040 42,040
    INTEL CORP 56,581 56,581
    JOHNSON & JOHNSON COM 55,687 55,687
    KROGER COMPANY 46,527 46,527
    LAUDER ESTEE COS CL A 36,530 36,530
    MCDONALDS CORP 18,824 18,824
    MERCK & CO INC NEW COM 27,928 27,928
    MICROSOFT CORP 37,822 37,822
    NOVARTIS AG SPON ADR 39,547 39,547
    ONEOK INC NEW 59,693 59,693
    PHILIP MORRIS INTL INC 44,611 44,611
    PRAXAIR INC 61,244 61,244
    PRICE T ROWE GROUP INC 34,011 34,011
    PROCTER & GAMBLE CO 20,922 20,922
    QUALCOMM INC 61,776 61,776
    ROPER INDS INC NEW 23,853 23,853
    SCHLUMBERGER LTD NETHERLANDS 40,279 40,279
    SMUCHKER J M CO NEW 37,821 37,821
    STRYKER CORP 46,061 46,061
    TIME WARNER INC NEW 40,926 40,926
    TJX COS INC NEW 34,542 34,542
    TUPPERWARE BRANDS CORP 31,951 31,951
    UNION PACIFIC CORP 44,184 44,184
    UNTD TECHNOLOGIES CORP 34,368 34,368
    US BANCORP DEL 52,318 52,318
    VF CORP 42,391 42,391
    WALT DISNEY CO 58,064 58,064
    WILLIAMS COS INC (DEL) 44,395 44,395
    ALLSTATE CORP 49,086 49,086
    ALTRIA GROUP INC 40,194 40,194
    AMGEN INC 20,991 20,991
    APPLE INC 90,885 90,885
    BB&T CORP 52,211 52,211
    CATERPILLAR INC 20,886 20,886
    CERNER CORP 39,352 39,352
    CHIPOTLE MEXICA GRILL INC 21,311 21,311
    COMCAST CORP NEW CL A 23,696 23,696
    COVIDIEN PLC 67,079 67,079
    CVS CAREMARK CORP 50,099 50,099
    EBAY INC 38,076 38,076
    EVERCORE PARTNERS INC CL A 25,646 25,646
    EXPRESS SCRIPTS HLDG CO 70,240 70,240
    FLOUR CORP NEW 56,203 56,203
    HUNTINGTON BANCSHARES 44,969 44,969
    JPMORGAN CHASE & CO 46,784 46,784
    KINDER MORGAN INC 54,000 54,000
    KROGER COMPANY 20,397 20,397
    MEDIDATA SOLUTIONS INC 50,156 50,156
    MERCK & CO INC NEW COM 62,563 62,563
    NATL FUEL GAS CO 44,125 44,125
    OCCIDENTAL PETROLEUM CRP 62,576 62,576
    PEPSICO INC 38,484 38,484
    QUEST DIAGNOSTICS INC 34,105 34,105
    SEADRILL LTD US LINE 39,026 39,026
    STARBUCKS CORP 39,195 39,195
    SYNAPTICS INC 45,386 45,386
    UNTD TECHNOLOGIES CORP 23,101 23,101
    VERIZON COMMUNICATIONS 40,049 40,049
    VISA INC CL A 24,049 24,049
    W P CAREY INC REIT 17,178 17,178
    WALT DISNEY CO 50,575 50,575
    YAHOO INC 71,417 71,417
    3D SYSTEMS CORP DELA NEW 54,457 54,457
    ADT CORP COM 26,225 26,225
    AES CORP 42,108 42,108
    ALLEGHENY TECHNOLOGY 12,969 12,969
    AMER ELECTRIC POWER CO 49,170 49,170
    AMER EXPRESS CO 86,829 86,829
    AMERIPISE FINANCIAL INC 92,500 92,500
    APPLIED MATERIALS INC 35,307 35,307
    AT&T INC 45,849 45,849
    BAKER HUGHES INC 62,886 62,886
    CHEVRON CORP 79,318 79,318
    CIGNA CORP 36,567 36,567
    CISCO SYSTEMS INC 60,583 60,583
    CITIGROUP INC 84,470 84,470
    COMCAST CORP NEW CL A 102,215 102,215
    CORNING INC 33,555 33,555
    DANA HOLDING CORP 53,425 53,425
    ENSCO PLC CL A 55,064 55,064
    GAP INC 54,477 54,477
    GENL ELECTRIC CO 104,300 104,300
    HARTFORD FINCL SERVICES GROUP 40,904 40,904
    HOLOGIC INC 43,024 43,024
    HOME DEPOT INC 78,799 78,799
    INTEL CORP 46,096 46,096
    JOHNSON & JOHNSON COM 47,718 47,718
    JPMORGAN CHASE & CO 94,679 94,679
    LAM RESEARCH CORP 32,507 32,507
    LENNAR CORP RECLASSIFICATION 54,316 54,316
    MEDTRONIC INC 38,566 38,566
    MERCK & CO INC NEW COM 18,819 18,819
    MICROSOFT CORP 37,672 37,672
    MONDELEZ INTL INC 70,071 70,071
    MYLAN INC 50,604 50,604
    NABORS INDUSTRIES LTD NEW 29,614 29,614
    PENTAIR LTD 37,592 37,592
    PEPSICO INC 64,693 64,693
    PFIZER INC 95,014 95,014
    SEALED AIR CORP NEW 57,987 57,987
    SLM CORP VTG 45,806 45,806
    STATE STREET CORP 95,554 95,554
    TE CONNECTIVITY LTD CHF 68,226 68,226
    TEREX CORP DELA NEW 73,021 73,021
    TEXTRON INC 92,304 92,304
    THERMO RISHER SCIENTIFIC INC 21,157 21,157
    TIME WARNER INC NEW 42,111 42,111
    TRAVELERS COS INC/THE 72,070 72,070
    TYCO INTL LTD 59,672 59,672
    VALERO ENERGY CORP NEW 53,474 53,474
    WELLPOINT INC 26,516 26,516
    WSTN DIGITAL CORP 60,911 60,911

    TY 2013 InvestmentsGovtObligationsSch
    Name:
    SANSOM FOUNDATION INC
    EIN: 13-6136127
    US Government Securities - End of Year Book Value:

    411,162
    US Government Securities - End of Year Fair Market Value:

    411,162
    State & Local Government Securities - End of Year Book Value:


    211,658
    State & Local Government Securities - End of Year Fair Market Value:


    211,658


    TY 2013 InvestmentsOtherSchedule2
    Name:
    SANSOM FOUNDATION INC
    EIN: 13-6136127
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    WORLD FINANCIAL AT COST 101,975 101,975
    DISCOVER BANK AT COST 51,969 51,969
    COMENITY BANK AT COST 100,475 100,475
    FHLMC PL AT COST 10,529 10,529
    KAYNE ANDERSON MLP AT COST 45,964 45,964
    ACCESS MIDSTREAM PARTNERS LP AT COST 2,490 2,490
    AMERIGAS PARTNERS LP AT COST 2,897 2,897
    EL PASO PIPELINE PARTNERS LP AT COST 8,640 8,640
    ENBRIDGE ENERGY PARTNER LP AT COST 7,318 7,318
    ENERGY TRANSFER PARTNER LP AT COST 11,736 11,736
    ENERGY TRANSFER EQUITY LP UNITS LTD PARTNERSHIP MLP AT COST 33,513 33,513
    ENTERPRISE PRODUCTS PARTNER LP MLP AT COST 62,322 62,322
    EQT MIDSTREAM PARTNER LP MLP AT COST 3,645 3,645
    EV ENERGY PARTNERS LP UNITS REPSTG TLD PARTNERS INTS MLP AT COST 2,884 2,884
    GENESIS ENERGY LP UNIT LTD PARTNERSHIP INT MLP AT COST 18,400 18,400
    KINDER MORGAN ENERGY PARTNERS AT COST 20,165 20,165
    LINN ENERGY LLC UNITS REPSTG LTD LIABILITY CO INTS AT COST 10,930 10,930
    MAGELLAN MIDSTREAM PARTNERS LP AT COST 20,499 20,499
    MARKWEST ENERGY PARNERS LP AT COST 19,045 19,045
    ONEOK PARTNERS LP AT COST 16,427 16,427
    PLAIN ALL AMER PIPELINE LP AT COST 24,332 24,332
    REGENCY ENERGY PARTNERS LP AT COST 8,666 8,666
    TARGA RESOURCES PARTNERS LP AT COST 6,276 6,276
    WILLIAMS PARTNERS LP UNIT LTD PARTNERSHIP INT AT COST 11,952 11,952
    COPELAND TRUST COPELAND AT COST 107,479 107,479
    GABELLI FOCUS FIVE CLASS AT COST 107,406 107,406
    HENDERSON GLOBAL EQUITY AT COST 100,890 100,890
    LORD ABBETTT GROWTH AT COST 107,726 107,726
    TORTOISE MLP & PIPELINE AT COST 42,015 42,015
    KKR & CO L P COM UNITS MLP AT COST 24,340 24,340

    TY 2013 LegalFeesSchedule
    Name:
    SANSOM FOUNDATION INC
    EIN: 13-6136127
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 4,536 0   4,536


    TY 2013 OtherAssetsSchedule
    Name:
    SANSOM FOUNDATION INC
    EIN: 13-6136127
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    PAINTINGS AND ART WORK 7,302,000 7,000,000 7,000,000


    TY 2013 OtherExpensesSchedule
    Name:
    SANSOM FOUNDATION INC
    EIN: 13-6136127
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INSURANCE 9,389 0   9,389
    DUES AND SUBSCRIPTIONS 965 0   965
    POSTAGE 693 0   693
    APPRAISAL 2,000 0   2,000
    ART CONSERVATION 22,250 0   22,250
    WAREHOUSE RENTAL 7,291 0   7,291
    OFFICE EXPENSE 3,736 0   3,736


    TY 2013 OtherIncreasesSchedule
    Name:
    SANSOM FOUNDATION INC
    EIN: 13-6136127
    Description Amount
    UNREALIZED GAIN ON SECURITIES 1,574,222
    CHANGE IN VALUATION OF ARTWORK 40,140


    TY 2013 ReductionExplanationStatement
    Name:
    SANSOM FOUNDATION INC
    EIN: 13-6136127
    Explanation:
    AN APPRAISAL IS PREPARED BY CHRISTIE'S EACH YEAR INDICATING THE MARKET VALUES OF THE ARTWORK AS WELL AS THE NET REALIZABLE VALUE UPON SALE. THE DIFFERENCE BETWEEN THE REALIZABLE VALUE AND THE GROSS MARKET VALUE IS REFLECTED AS BLOCKAGE.

    TY 2013 TaxesSchedule
    Name:
    SANSOM FOUNDATION INC
    EIN: 13-6136127
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL TAXES 13,410 0   13,410
    TAX DEPOSIT RE 990T 755 0   0