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.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2015
Open to Public Inspection
For calendar year 2015, or tax year beginning 01-01-2015 , and ending 12-31-2015
Name of foundation
SANSOM FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 367869
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BONITA SPRINGS, FL34136
A Employer identification number

13-6136127
B Telephone number (see instructions)

(239) 676-5855
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$18,596,983
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
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 Sch. B .............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 298,815 298,815  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 850,836
b Gross sales price for all assets on line 6a 5,088,955
7 Capital gain net income (from Part IV, line 2)... 850,836
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........ 1,149,651 1,149,651  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 270,000 27,000   243,000
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 12,000 0   12,000
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 14,550 0   14,550
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 50,503 0   50,503
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 67,719 0   67,719
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 414,772 27,000   387,772
25 Contributions, gifts, grants paid....... 166,125 166,125
26 Total expenses and disbursements. Add lines 24 and 25 580,897 27,000   553,897
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 568,754
b Net investment income (if negative, enter -0-) 1,122,651
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2015)
Form 990-PF (2015)
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......... 373,388 1,320,648 1,320,648
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) 365,414 Click to see attachment257,747 257,747
b Investments—corporate stock (attach schedule)....... 7,592,351 Click to see attachment4,771,131 4,771,131
c Investments—corporate bonds (attach schedule)....... 758,645 Click to see attachment386,798 386,798
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 3,786,927 Click to see attachment5,293,859 5,293,859
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment6,990,000 Click to see attachment6,566,800 Click to see attachment6,566,800
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 19,866,725 18,596,983 18,596,983
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 19,866,725 18,596,983
30 Total net assets or fund balances (see instructions)..... 19,866,725 18,596,983
31 Total liabilities and net assets/fund balances (see instructions). 19,866,725 18,596,983
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
19,866,725
2
Enter amount from Part I, line 27a .....................
2
568,754
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
20,435,479
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
1,838,496
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
18,596,983
Form 990-PF (2015)
Form 990-PF (2015)
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 5,088,955   4,238,119 850,836
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       850,836
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 2 850,836
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 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))
2014 1,003,729 16,173,307 0.062061
2013 985,083 16,688,246 0.059029
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
2
Total of line 1, column (d) .....................
20.280730
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
0.056146
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
15,922,424
5
Multiply line 4 by line 3......................
5
893,980
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
11,227
7
Add lines 5 and 6........................
7
905,207
8
Enter qualifying distributions from Part XII, line 4.............
8
553,897
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 (2015)
Form 990-PF (2015)
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 Bullet and enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 22,453
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 22,453
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 22,453
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a 30,000
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 30,000
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 8 223
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 7,324
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet7,324 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 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
    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 2015 or the taxable year beginning in 2015 (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
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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 (239) 676-5855

    Located atbullet23168 SANABRIA LOOPBONITA SPRINGSFL ZIP+4bullet34135
    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 2015, 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 FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    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 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 2015?.............
    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 2015, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2015?.............
    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 2015 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 2015.)..................
    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 2015?
    4b
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (Continued)
    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 4945(d)(4)(A)? (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 (2015)
    Form 990-PF (2015)
    Page 7
    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 M BUSCAGLIA PRESIDENT & TREASURER
    30.00
    123,000 0 0
    PO BOX 367869
    BONITA SPRINGS,FL34136
    DR EDWARD M DE PAOLI SECRETARY
    10.00
    48,000 0 0
    PO BOX 367869
    BONITA SPRINGS,FL34136
    JORGE H SANTIS VP & DIRECTOR OF EDUCATIO
    10.00
    48,000 0 0
    PO BOX 367869
    BONITA SPRINGS,FL34136
    MR RICHARD G BARRETTE ASSISTANT TREASURER
    10.00
    33,000 0 0
    PO BOX 367869
    BONITA SPRINGS,FL34136
    MR LAWRENCE B THOMPSON DIRECTOR
    10.00
    18,000 0 0
    PO BOX 367869
    BONITA SPRINGS,FL34136
    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  
    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 instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 8
    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
    11,055,251
    b
    Average of monthly cash balances.......................
    1b
    1,384,346
    c
    Fair market value of all other assets (see instructions)................
    1c
    3,725,300
    d
    Total (add lines 1a, b, and c).........................
    1d
    16,164,897
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) Click to see attachment.............
    1e
    3,441,500
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    16,164,897
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    242,473
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    15,922,424
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    796,121
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    796,121
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    22,453
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    22,453
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    773,668
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    773,668
    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
    773,668
    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
    553,897
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    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
    553,897
    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
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    553,897
    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 (2015)
    Form 990-PF (2015)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2014
    (c)
    2014
    (d)
    2015
    1 Distributable amount for 2015 from Part XI, line 7 773,668
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only....... 317,339
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2015:
    a From 2010......  
    b From 2011......  
    c From 2012......  
    d From 2013......  
    e From 2014......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 553,897
    a Applied to 2014, but not more than line 2a 317,339
    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 2015 distributable amount..... 236,558
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2015. 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 2014. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2016. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........
    537,110
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8Excess distributions carryover from 2010 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9Excess distributions carryover to 2016.
    Subtract lines 7 and 8 from line 6a ......
    0
    10 Analysis of line 9:
    a Excess from 2011....  
    b Excess from 2012....  
    c Excess from 2013....  
    d Excess from 2014....  
    e Excess from 2015....  
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 10
    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 2015, 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) 2015 (b) 2014 (c) 2013 (d) 2012
             
    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 or email address 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 (2015)
    Form 990-PF (2015)
    Page 11
    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
    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
    CHIMP HAVEN
    13600 CHIMPANZEE PLAZA
    KEITHVILLE,LA71047
      PUBLIC VETERINARIAN CLINIC PHYSICIAN 30,000
    MUSEUM OF ARTFT LAUDERDALE
    ONE EAST LAS OLAS BLVD
    FT LAUDERDALE,FL33301
      PUBLIC ART MUSEUM 20,625
    NEW YORK HISTORICAL SOCIETY
    170 CENTRAL PARK WEST
    NEW YORK,NY10024
      PUBLIC AMERICAN HISTORY MUSEUM AND LIBRARY 15,000
    UNITED ARTS COUNCIL
    410 GLENWOOD AVENUE SUITE 170
    RALEIGH,NC27603
      PUBLIC ART EDUCATION 500
    Total .................................bullet 3a 166,125
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 12
    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....     14 298,815  
    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 ............
        18 850,836  
    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 1,149,651 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    131,149,651
    (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 (2015)
    Form 990-PF (2015)
    Page 13
    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 organizations?
    Yes
    No
    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) 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 name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


    Phone no.
    Form 990-PF (2015)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2015 AccountingFeesSchedule
    Name:
    SANSOM FOUNDATION INC
    EIN:
    13-6136127
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 12,000 0   12,000

    TY 2015 InvestmentsCorpBondsSchedule
    Name:
    SANSOM FOUNDATION INC
    EIN:
    13-6136127
    Name of Bond End of Year Book Value End of Year Fair Market Value
    ALCOA INC 0 0
    AVON PRODUCTS INC NTS 0 0
    CLIFFS NAT RESOURCES INC 0 0
    GENL ELEC CAP CORP NTS 0 0
    GENL ELEC CO 119,086 119,086
    GLAXOSMITHKLINE CAP INC 27,427 27,427
    MERCK & CO INC NEW COM 46,323 46,323
    PEPSICO INC NTS 41,279 41,279
    SAFEWAY INC NTS B/E 27,330 27,330
    UNTD TECHNOLOGIES CORP 18,253 18,253
    UNTD TECHNOLOGIES CORP 56,489 56,489
    VERIZON COMMUNICATIONS 50,611 50,611

    TY 2015 InvestmentsCorpStockSchedule
    Name:
    SANSOM FOUNDATION INC
    EIN:
    13-6136127
    Name of Stock End of Year Book Value End of Year Fair Market Value
    3M CO 24,707 24,707
    ABBOTT LABS 45,000 45,000
    ACCENTURE PLC IRELAND CL 28,529 28,529
    ACE LTD CHF 36,340 36,340
    ADT CORP COM 34,497 34,497
    AES CORP 41,103 41,103
    ALLEGHENY TECHNOLOGY 18,259 18,259
    ALLSTATE CORP 51,969 51,969
    ALTRIA GROUP INC 44,763 44,763
    AMER ELECTRIC POWER CO 35,603 35,603
    AMERIPISE FINANCIAL INC 71,301 71,301
    AMGEN INC 25,486 25,486
    ANALOG DEVICES INC 21,077 21,077
    ANTHEM INC 73,345 73,345
    APPLE INC 53,156 53,156
    APPLIED MATERIALS INC 45,592 45,592
    AT&T INC 39,675 39,675
    BAKER HUGHES INC 33,182 33,182
    BB&T CORP 48,586 48,586
    BED BATH AND BEYOND 0 0
    BECTON DICKINSON & CO 26,503 26,503
    BLACKROCK INC 56,186 56,186
    BOEING COMPANY 43,088 43,088
    BOSTON PROPERTIES INC 13,902 13,902
    BROADCOM CORP CL A 0 0
    BROOKDALE SENIOR LIVING, INC 0 0
    BRUNSWICK CORP 40,408 40,408
    CATAMARAN CORP 0 0
    CAMDEN PPTY TR SBI 0 0
    CAMPBELL SOUP CO B/E 0 0
    CATERPILLAR INC 0 0
    CBL & ASSOC PPTYS, INC 0 0
    CELGENE CORP 48,742 48,742
    CERNER CORP 0 0
    CHEVRON CORP 71,338 71,338
    CHESAPEAKE ENERGY CORP OKLA 16,043 16,043
    CHURCH & DWIGHT CO INC 45,411 45,411
    CIGNA CORP 59,410 59,410
    CINTAS CORP 23,764 23,764
    CISCO SYSTEMS INC 48,906 48,906
    CITIGROUP INC 89,062 89,062
    COCA-COLA ENTERPRISES INC NEW 0 0
    COMCAST CORP NEW CL A 51,690 51,690
    COMCAST CORP NEW SPECIAL CL A 0 0
    CONOCOPHILLIPS 0 0
    CORNING INC 43,250 43,250
    CROWN HOLDINGS INC 0 0
    CUBESMART SBI 7,747 7,747
    CULLEN FROST BANKERS INC 0 0
    CUMMINS INC 12,937 12,937
    CVS HEALTH CORP 40,183 40,183
    DANA HOLDING CORP 44,050 44,050
    DANAHER CORP 65,016 65,016
    DDR CORP REIT SBI 5,321 5,321
    DELPHI AUTOMOTIVE PLC 28,291 28,291
    DELTA AIR LINES INC DELA NEW 0 0
    DEVON ENERGY CORP NEW 0 0
    DIAGEO PLC NEW GB SPON ADR 0 0
    DOVER CORP 0 0
    DUKE REALTY CORP NEW REITS 4,919 4,919
    DUPONT FABROS TECHNOLOGY INC 0 0
    EATON CORP LLC 36,012 36,012
    ECOLAB INC 0 0
    EDG RESOURCES INC 0 0
    EDUCATION REALTY TRUST INC 3,258 3,258
    EMC CORP MASS 0 0
    EMERSON ELECTRIC CO 33,481 33,481
    ENLINK MIDSTREAM PARTNERS 9,782 9,782
    ENSCO PLC CL A 0 0
    EPR PROPERTIES REIT 5,436 5,436
    EQUITY ONE INC SDI 6,027 6,027
    EQUITY RESIDENTIAL SBI 19,908 19,908
    ESSEX PROPERTY TRUST INC 17,716 17,716
    EVERCORE PARTNERS INC CL A 36,822 36,822
    EXPRESS CRIPTS HLDG CO 0 0
    EXXON MOBIL CORP 33,051 33,051
    FEDERAL RLTY INV TR 6,721 6,721
    FIDELITY NATL INFORMATION SVCS 48,904 48,904
    FIFTH THRID BANCORP 0 0
    FIRST INDL REALTY TRUST INC 6,993 6,993
    FLOUR CORP NEW 0 0
    FRANKLIN RESOURCES INC 33,617 33,617
    GAP INC 51,747 51,747
    GENERAL GROWTH PPTYS INC NEW 14,476 14,476
    GENL ELECTRIC CO 47,192 47,192
    GENL MILLS INC 53,681 53,681
    GILEAD SCIENCES INC 18,518 18,518
    GEO GROUP INC NEW COM 347 347
    GOLDMAN SACHS GROUP INC 40,011 40,011
    GOOGLE INC CL C 0 0
    HARTFORD FINCL SERVICES GROUP 67,363 67,363
    HCP INC 0 0
    HEALTH CARE REIT INC 0 0
    HENRY JACK & ASSOC INC 0 0
    HOME DEPOT INC 74,060 74,060
    HONEYWELL INTL INC 33,350 33,350
    HOST HOTELS & RESORTS INC 7,961 7,961
    HUNTINGTON BANCSHARES 43,411 43,411
    ILLINOIS TOOL WORKS INC 37,165 37,165
    INTEL CORP 46,404 46,404
    JOHNSON & JOHNSON COM 65,535 65,535
    JONES LANE LASALLE INC 0 0
    JPMORGAN CHASE & CO 106,771 106,771
    KILROY REALTY CORP 3,670 3,670
    KROGER COMPANY 74,206 74,206
    LAM RESEARCH CORP 0 0
    LAUDER ESTEE COS CL A 36,545 36,545
    LENNAR CORP RECLASSIFICATION 69,159 69,159
    LYONDELLBASELL 31,805 31,805
    MARSH & MCLENNAN COS INC 34,490 34,490
    MATADOR RES CO 0 0
    MATTELL INC 0 0
    MEDTRONIC INC 49,306 49,306
    MERCK & CO INC NEW COM 57,257 57,257
    METLIFE INC 47,439 47,439
    MICROSOFT CORP 85,273 85,273
    MONDELEZ INTL INC 0 0
    MYLAN INC 0 0
    NABORS INDUSTRIES LTD NEW 21,573 21,573
    NASDAQ OMX GROUP 0 0
    NATL FUEL GAS CO 0 0
    NAVIENT CORP 0 0
    NESTLE S A SPONSORED ADR 40,782 40,782
    NETAPP INC 18,544 18,544
    NOVARTIS AG SPON ADR 35,276 35,276
    OCCIDENTAL PETROLEUM CRP 27,382 27,382
    ONEOK INC NEW 0 0
    ORACLE CORP 0 0
    PALO ALTO NETWORKS INC 93,002 93,002
    PARAMOUNT GROUP INC 0 0
    PEBBLEBROOK HOTEL TR 5,548 5,548
    PENNY J CO INC 42,118 42,118
    PENTAIR LTD 9,014 9,014
    PEPSICO INC 75,540 75,540
    PFIZER INC 50,776 50,776
    PHILIP MORRIS INTL INC 88,174 88,174
    PHILLIPS 66 0 0
    PNC FINANCIAL SERVICES GROUP 52,897 52,897
    PPG INDUSTRIES INC 65,122 65,122
    PRAXAIR INC 24,883 24,883
    PRICE T ROWE GROUP INC 39,320 39,320
    PROLOGIS INC COM 13,520 13,520
    PRUDENTIAL FINANCIAL INC 20,841 20,841
    PUBLIC STORAGE REIT 25,018 25,018
    QUALCOMM INC 0 0
    ROPER INDS INC NEW 0 0
    SAUL CENTERS INC 3,486 3,486
    SCHLUMBERGER LTD NETHERLANDS 16,322 16,322
    SEALED AIR CORP NEW 72,341 72,341
    SIMON PPTY GROUP INC SBI 40,055 40,055
    SL GREEN REALTY CORP 12,654 12,654
    SLM CORP VTG 0 0
    SMUCHKER J M CO NEW 26,148 26,148
    ST JUDE MEDICAL INC 0 0
    STORE CAP CORP REIT 2,877 2,877
    STATE STREET CORP 20,505 20,505
    STRATEGIC HOTEL CAPITAL INC 0 0
    STRYKER CORP 47,585 47,585
    SUN COMMUNITIES INC 4,660 4,660
    SUNSTONE HOTEL INVESTORS INC 4,596 4,596
    SYSCO CORP 59,409 59,409
    TARGET CORP 18,298 18,298
    TAUBMAN CENTERS INC 0 0
    TEREX CORP DELA NEW 33,116 33,116
    TEXAS INSTRUMENTS 40,231 40,231
    TEXTRON INC 88,515 88,515
    THERMO RISHER SCIENTIFIC INC 36,172 36,172
    TIME WARNER INC NEW 32,788 32,788
    TJX COS INC NEW 40,277 40,277
    TRANSCANADA CORP 0 0
    TRAVELERS COS INC/THE 65,685 65,685
    TYCO INTL LTD 8,770 8,770
    UNION PACIFIC CORP 16,266 16,266
    UNITED PARCEL SERVICE INC CL B 0 0
    UNTD TECHNOLOGIES CORP 0 0
    US BANCORP DEL 20,354 20,354
    VALERO ENERGY CORP NEW 0 0
    VENTAS INS 13,148 13,148
    VERIZON COMMUNICATIONS 0 0
    VF CORP 18,488 18,488
    VORNADO REALTY TRUST 4,498 4,498
    W P CAREY INC REIT 0 0
    WALT DISNEY CO 36,778 36,778
    WELLS FARGO & CO NEW 41,096 41,096
    WILLIAMS COS INC (DEL) 0 0
    WASHINGTON PRIME GROUP INC COM 0 0
    WSTN DIGITAL CORP 43,476 43,476
    XILINX INC 0 0
    YAHOO INC 0 0

    TY 2015 InvestmentsGovtObligationsSch
    Name:
    SANSOM FOUNDATION INC
    EIN:
    13-6136127
    US Government Securities - End of Year Book Value:

    152,846
    US Government Securities - End of Year Fair Market Value:

    152,846
    State & Local Government Securities - End of Year Book Value:


    104,901
    State & Local Government Securities - End of Year Fair Market Value:


    104,901


    TY 2015 InvestmentsOtherSchedule2
    Name:
    SANSOM FOUNDATION INC
    EIN:
    13-6136127
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ABBOTT LABS AT COST 41,003 41,003
    ABBVIE INC COM AT COST 35,603 35,603
    ACCENTURE PLC IRELAND CL AT COST 82,451 82,451
    ACCESS MIDSTREAM PARTNERS LP AT COST 0 0
    ALCOA INC AT COST 98,390 98,390
    ALEXANDRIA REAL ESTATE AT COST 6,144 6,144
    ALPHABET INC CL C AT COST 28,837 28,837
    AMER EXPRESS CO AT COST 29,141 29,141
    AMER EXPRESS CO AT COST 32,619 32,619
    AMERICAN TOWER CORP REIT AT COST 4,557 4,557
    AMERIGAS PARTNERS LP AT COST 2,228 2,228
    AMGEN INC AT COST 37,336 37,336
    APARTMENT INVT & MGMT CO CLA AT COST 10,928 10,928
    APPLE INC AT COST 74,314 74,314
    APPLE INC NTS B/E AT COST 97,911 97,911
    ARCHER DANIELS MIDLAND CO AT COST 22,191 22,191
    AT&T INC AT COST 37,472 37,472
    AUTODESKS INC AT COST 23,032 23,032
    AVAGO TECHNOLOGIES LTD SGD AT COST 64,592 64,592
    AVALONBAY COMMUNITIES INC SBI AT COST 13,994 13,994
    BAKER HUGHES INC AT COST 42,827 42,827
    BB&T CORP AT COST 28,736 28,736
    BLACKROCK INC NTS B/E AT COST 51,841 51,841
    BROADRIDGE FINANCIAL SOLUTIONS AT COST 39,545 39,545
    CAL-MAINE FOOD INC NEW AT COST 32,253 32,253
    CAMPNELL SOUP CO B/E AT COST 47,952 47,952
    CARE CAPITAL PROPERTIES INC REIT AT COST 1,681 1,681
    CDW CORP AT COST 18,876 18,876
    CHEVRON CORP AT COST 0 0
    CHURCH & DWIGHT CO INC AT COST 0 0
    CISCO SYSTEMS INC AT COST 37,908 37,908
    CISCO SYSTEMS INC AT COST 77,663 77,663
    COMCAST CORP NEW CL A AT COST 104,057 104,057
    COMENITY BANK AT COST 100,778 100,778
    COPELAND DIVERSIFIED AT COST 54,407 54,407
    CORAGRA FOOD INC AT COST 6,450 6,450
    CROWN CASTLE INTL CORP REIT AT COST 3,372 3,372
    CROWN CASTLE INTL CORP REIT AT COST 20,834 20,834
    CVS CAREMARK CORP AT COST 46,636 46,636
    CYPRESS SEMICONDUCTOR CP AT COST 21,543 21,543
    DISCOVER BANK AT COST 0 0
    DOW CHEMICAL AT COST 47,722 47,722
    EAGLE MLP STRATEGY AT COST 40,906 40,906
    EATON CORP LLC AT COST 14,155 14,155
    ENBRIDGE ENERGY PARTNER LP AT COST 7,267 7,267
    ENERGY TRANSFER EQUITY LP UNITS LTD PARTNERSHIP MLP AT COST 19,401 19,401
    ENERGY TRANSFER PARTNER LP MLP AT COST 14,841 14,841
    ENTERPRISE PRODUCTS PARTNER LP MLP AT COST 43,639 43,639
    EOG RESOURCES INC AT COST 24,564 24,564
    EOG RESOURCES INC AT COST 31,997 31,997
    EOG RESOURCES INC AT COST 19,396 19,396
    EQT MIDSTREAM PARTNER LP MLP AT COST 12,300 12,300
    EQUIFAX INC AT COST 22,831 22,831
    EQUINIX INC REIT AT COST 15,422 15,422
    EV ENERGY PARTNERS LP UNITS REPSTG TLD PARTNERS INTS MLP AT COST 0 0
    EVERCORE PARTNERS INC CL A AT COST 18,654 18,654
    EXPRESS SCRIPTS HLDG CO AT COST 40,733 40,733
    EXTRA SPACE STORAGE INC REIT AT COST 2,911 2,911
    FASTENAL CO AT COST 40,044 40,044
    FFCB BOND AT COST 96,590 96,590
    FHLB BOND AT COST 100,837 100,837
    FHLMC PL AT COST 4,906 4,906
    FL HURRICANE CATASTROPHE AT COST 108,055 108,055
    GENERAL ELEC CAP CORP AT COST 101,546 101,546
    GENESIS ENERGY LP UNIT LTD PARTNERSHIP INT MLP AT COST 9,993 9,993
    GENL ELEC CAP CORP NTS AT COST 40,699 40,699
    GENL ELECTRIC CO AT COST 55,709 55,709
    GILEAD SCIENCES INC AT COST 40,172 40,172
    GILEAD SCIENCES INC AT COST 41,690 41,690
    GLAXOSMITHKLINE CAP INC AT COST 0 0
    GOLDMAN SACHS GROUP INC AT COST 62,540 62,540
    GRAINGER WW INC AT COST 32,617 32,617
    HERDERSON GLOBAL EQUITY INCOME FUND AT COST 49,643 49,643
    HOME DEPOT INC AT COST 71,547 71,547
    HONEYWELL INTL INC AT COST 37,907 37,907
    HUDSON OAC PPTYS INC COM AT COST 2,870 2,870
    INTERCONTINENTALEXCHANGE GROUP AT COST 48,433 48,433
    INTL BUSINESS MACH AT COST 17,615 17,615
    J P MORGAN CHASE & CO AT COST 104,422 104,422
    JOHNSON & JOHNSON B/E AT COST 106,251 106,251
    JOHNSON & JOHNSON COM AT COST 48,689 48,689
    JOHNSON CONTROL INC AT COST 20,298 20,298
    JOHNSON CONTROL INC AT COST 34,554 34,554
    JPMORGAN CHASE & CO AT COST 68,539 68,539
    JPMORGAN CHASE & CO AT COST 43,580 43,580
    JPMORGAN CHASE & CO AT COST 97,989 97,989
    KAYNE ANDERSON MLP AT COST 50,378 50,378
    LASALLE HOTEL PRPERTIES SBI AT COST 0 0
    LORD ABBETT GROWTH LEADER FUND AT COST 98,975 98,975
    LOWES COMPANIES AT COST 24,105 24,105
    MAGELLAN MIDSTREAM PARTNERS LP AT COST 28,255 28,255
    MARKWEST ENERGY PARNERS LP AT COST 29,237 29,237
    MEDTRONIC INC AT COST 33,153 33,153
    MEDTRONIC INC AT COST 40,383 40,383
    MERCK & CO INC NEW COM AT COST 52,133 52,133
    MERCK & CO INC NEW COM AT COST 54,774 54,774
    MICROSOFT CORP AT COST 98,588 98,588
    MONSANTO CO NEW AT COST 32,413 32,413
    MPLX LP MLP AT COST 15,614 15,614
    MURPHY OIL CORP B/E AT COST 0 0
    MURPHY OIL CORP B/E AT COST 38,405 38,405
    NASDAQ INC AT COST 41,359 41,359
    NEXTERA ENERGY INC COM AT COST 37,504 37,504
    NORTHGROUP GRUMMAN CORP AT COST 62,118 62,118
    OCCIDENTAL PETROLEUM CRP AT COST 35,292 35,292
    OCCIDENTAL PETROLEUM CRP AT COST 35,698 35,698
    ONEOK PARTNERS LP AT COST 9,401 9,401
    ORBITAL ATK INC COM AT COST 23,764 23,764
    PENTAIR PLC AT COST 31,154 31,154
    PEPSICO INC AT COST 42,766 42,766
    PEPSICO INC AT COST 34,672 34,672
    PFIZER INC AT COST 70,274 70,274
    PHILIP MORRIS INTL INC AT COST 0 0
    PLAINS ALL AMER PIPELINE LP AT COST 12,728 12,728
    PNC FINANCIAL SERVICES GROUP AT COST 24,399 24,399
    QUALCOMM INC AT COST 0 0
    REGENCY ENERGY PARTNERS LP AT COST 0 0
    SCHLUMBERGER LTD NETHERLANDS AT COST 43,524 43,524
    SHELL MIDSTREAM PARTNERS LP AT COST 3,405 3,405
    SKYWORKS SOLUTIONS INC AT COST 35,188 35,188
    SPDR S & P 500 EFT TR AT COST 39,755 39,755
    STATE STREET CORP AT COST 71,934 71,934
    SYNCHRONY FINL AT COST 14,536 14,536
    TALLGRASS ENERGY PARTNERS LP AT COST 4,616 4,616
    TARGA RESOURCES PARTNERS LP AT COST 0 0
    TARGET CORP AT COST 34,708 34,708
    TECHNOLOGY SECTOR SPDR TRUST AT COST 61,033 61,033
    TEVA PHARMACEUTICAL IND LTD AT COST 42,535 42,535
    TRAVELERS COS INC/THE AT COST 74,149 74,149
    TYCO INTL PLC AT COST 34,920 34,920
    UNDER ARMOUR INC CL A AT COST 16,847 16,847
    UNION PACIFIC CORP AT COST 12,903 12,903
    UNITEDHEALTH GROUP INC AT COST 30,469 30,469
    UNTD TECHNOLOGIES CORP AT COST 34,489 34,489
    UNTD TECHNOLOGIES CORP AT COST 25,857 25,857
    VARIOUS OTHER INVESTMENTS AT COST 0 0
    VCA INC AT COST 20,625 20,625
    VEREIT INC SBI AT COST 1,798 1,798
    VERIZON COMMUNICATIONS AT COST 83,587 83,587
    WALT DISNEY CO AT COST 53,065 53,065
    WELLS FARGO & CO NEW AT COST 104,371 104,371
    WELLTOWER INC REIT AT COST 8,164 8,164
    WESTERN GAS PARTNERS LP(WES) AT COST 2,139 2,139
    WILLIAMS PARTNERS LP UNIT LTD PARTNERSHIP INT AT COST 8,077 8,077
    ZIONS BANCORP AT COST 29,047 29,047

    TY 2015 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 6,990,000 6,566,800 6,566,800


    TY 2015 OtherDecreasesSchedule
    Name:
    SANSOM FOUNDATION INC
    EIN:
    13-6136127
    Description Amount
    UNREALIZED GAIN ON SECURITIES 1,415,296
    CHANGE IN VALUATION OF ARTWORK 423,200


    TY 2015 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 10,838 0   10,838
    DUES AND SUBSCRIPTIONS 952 0   952
    POSTAGE 2,375 0   2,375
    OTHER 250 0   250
    LECTURE SERIES 40,859 0   40,859
    ART CONSERVATION 1,785 0   1,785
    WAREHOUSE RENTAL 6,457 0   6,457
    OFFICE EXPENSE 4,203 0   4,203


    TY 2015 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 2015 TaxesSchedule
    Name:
    SANSOM FOUNDATION INC
    EIN:
    13-6136127
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL TAXES 14,550 0   14,550