BETA

SWENSON FAM FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
SWENSON FAM FOUNDATION (EIN 06-1442402)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-05-08
IRS object ID
202521289349100047
Schema version
2024v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-05-08T12:00:15-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN061667465PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PRAGER METIS CPAS LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1101 INTERCHANGE PLAZA SUITE 301AddressLine1Txt
CityCRANBURYCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08512ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN061442402EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SWENSON FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSWENBusinessNameControlTxt
Phone7323720191PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1101 INTERCHANGE PLAZA 301AddressLine1Txt
CityCRANBURYCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08512ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKIM SWENSONPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone7323720191PhoneNum
Signature2025-04-23SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGERARD DIMINOPreparerPersonNm
PTINP00916630PTIN
Phone7326171100PhoneNum
Preparation2025-04-23PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,075,578FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$13InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$13InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$30,528DividendsRevAndExpnssAmt
Dividends Net Invst Incm$30,528DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$45,469NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$294,280GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$45,469CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$1,205OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$220OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$77,215TotalRevAndExpnssAmt
Total Net Invst Incm$76,230TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$13,592OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$13,592OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$0OthEmplSlrsWgsDsbrsChrtblAmt
Accounting Fees Rev And Expnss$4,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$4,500AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$14,676OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$14,676OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$44TaxesRevAndExpnssAmt
Taxes Net Invst Incm$44TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Printing And Pub Rev And Expnss$170PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$0PrintingAndPubNetInvstIncmAmt
Printing And Pub Dsbrs Chrtbl$170PrintingAndPubDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$32,982TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$32,812TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$170TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$174,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$174,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$206,982TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$32,812TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$174,170TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$129,767ExcessRevenueOverExpensesAmt
Net Investment Income$43,418NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$112,443CashBOYAmt
Cash EOY$46,293CashEOYAmt
Cash EOYFMV$46,293CashEOYFMVAmt
Sav And Temp Cash Invst BOY$8,869SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$74,297SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$74,297SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,991,768CorporateStockBOYAmt
Corporate Stock EOY$1,862,723CorporateStockEOYAmt
Corporate Stock EOYFMV$2,954,988CorporateStockEOYFMVAmt
Total Assets BOY$2,113,080TotalAssetsBOYAmt
Total Assets EOY$1,983,313TotalAssetsEOYAmt
Total Assets EOYFMV$3,075,578TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$1,335,424CapitalStockBOYAmt
Capital Stock EOY$1,335,424CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$777,656RetainedEarningBOYAmt
Retained Earning EOY$647,889RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,113,080TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,983,313TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,113,080TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,983,313TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,113,080TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$129,767ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,983,313SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,983,313TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
FNZ TRUST CO2024-01-012024-12-31$41,032$40,176$856$856
FNZ TRUST CO2001-01-012024-12-31$253,142$208,635$44,507$44,507
CAPITAL GAINS DIVIDENDS$106$106$106P
FieldValueIRS element (for citing)
Capital Gain Net Income$45,469CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$604InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$604SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$604TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,398EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,398TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$1,794OverpaymentAmt
Applied To ES Tax$1,794AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateAZOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressNONEWebsiteAddressTxt
Individual With BooksKIM SWENSONIndividualWithBooksNm
Phone7326171100PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1101 INTERCHANGE PLAZA STE 301AddressLine1Txt
CityCRANBURYCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08512ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
GARY L SWENSON
1249 SOUTH RIVER ROAD 303CRANBURYNJ08512TRUSTEE1.00$0$0$0
JANNETTE E SWENSON
1249 SOUTH RIVER ROAD 303CRANBURYNJ08512TRUSTEE1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,827,045AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$129,588AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,956,633TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,956,633AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$44,349CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,912,284NetVlNoncharitableAssetsAmt
Minimum Investment Return$145,614MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$145,614MinimumInvestmentReturnAmt
Tax Based On Investment Income$604TaxBasedOnInvestmentIncomeAmt
Total Tax$604TotalTaxAmt
Distributable Before Adj$145,010DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$145,010DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$145,010DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$174,170ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$174,170QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$145,010DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr1$8,698ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$8,698TotalExcessDistributionCyovAmt
Qualifying Distributions$174,170QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$145,010AppliedToCurrentYearAmt
Remaining Distri From Corpus$29,160RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$37,858TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$37,858ExcessDistriCyovToNextYrAmt
Excess From Year1$8,698ExcessFromYear1Amt
Excess From Current Year$29,160ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (39 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALLIANCE DEFENDING FREEDOM
15100 N 90 STSCOTTSDALEAZ85260NONEPUBLIC CHARITYGENERAL PURPOSE$3,500
AMERICAN ACCOUNTABILITY FOUNDATION
300 INDEPENDENCE AVEWASHINGTONDC20003NONEPUBLIC CHARITYGENERAL PURPOSE$2,000
AMERICAN CENTER FOR LAW & JUSTICE
PO BOX 90555WASHINGTONDC20090NONEPUBLIC CHARITYGENERAL PURPOSE$3,000
AMERICAN CORNERSTONE INSTITUTE
1 INNOVATION WAYWOODLAND PARKCO80863NONEPUBLIC CHARITYGENERAL PURPOSE$1,000
AMERICAN FIRST LEGAL FOUNDATION
611 PENNSYLVANIA AVEWASHINGTONDC20001NONEPUBLIC CHARITYGENERAL PURPOSE$2,000
AMERICAN MOMENT
300 INDEPENDENCE AVE SEWASHINGTONDC20003NONEPUBLIC CHARITYGENERAL PURPOSE$2,000
CARING CORPS
PO BOX 39000COLORADO SPRINGSCO80949NONEPUBLIC CHARITYGENERAL PURPOSE$500
CENTER FOR ARIZONA POLICY
N 44TH STREETPHOENIXAZ85018NONEPUBLIC CHARITYGENERAL PURPOSE$2,500
CENTER FOR RENEWING AMERICA
1311 JAMES STREETHOLLANDMI49424NONEPUBLIC CHARITYGENERAL PURPOSE$30,000
CHAPLAINCY FOR THE HOMELESS
1125 WEST JACKSON STPHOENIXAZ85007NONEPUBLIC CHARITYGENERAL PURPOSE$1,000
CHRISTIAN CENTER OF PARK CITY
1283 DEER VALLEY DRIVEPARK CITYUT84060NONEPUBLIC CHARITYGENERAL PURPOSE$500
CHURCH AT THE CHIP
6823 E CAVE CREEK RDCAVE CREEKAZ85331NONEPUBLIC CHARITYGENERAL PURPOSE$2,000
CONCERNED WOMEN FOR AMERICA
PO BOX 6115PUEBLOCO81908NONEPUBLIC CHARITYGENERAL PURPOSE$2,000
CONSERVATIVE PARTNERSHIP INSTITUTE
300 INDEPENDENCE AVEWASHINGTONDC20003NONEPUBLIC CHARITYGENERAL PURPOSE$35,000
DREAM CITY CHURCH
13613 N CAVE CREEKPHOENIXAZ85022NONEPUBLIC CHARITYGENERAL PURPOSE$16,000
DUTCH SHEETS MINISTRY
1125 WEST JACKSON STPHOENIXAZ85007NONEPUBLIC CHARITYGENERAL PURPOSE$1,000
ELIJAH STREAMS
934 N MAIN STROCKFORDIL61103NONEPUBLIC CHARITYGENERAL PURPOSE$1,000
FAMILY INSTITUTE OF CONNECTICUT
PO BOX 260210HARTFORDCT06126NONEPUBLIC CHARITYGENERAL PURPOSE$4,000
FAMILY RESEARCH COUNCIL
801 G ST NWWASHINGTONDC20001NONEPUBLIC CHARITYGENERAL PURPOSE$3,000
HEROES EQUINE ASSISTED RIDING THERAPY
29213 N 249TH AVENUEWITTMANNAZ85361NONEPUBLIC CHARITYGENERAL PURPOSE$2,000
HIGH HOPES THERAPEUTIC RIDING
36 TOWN WOODS ROADOLD LYMECT06371NONEPUBLIC CHARITYGENERAL PURPOSE$1,000
HILLSDALE COLLEGE
PO BOX 96607WASHINGTONDC20090NONEPUBLIC CHARITYGENERAL PURPOSE$2,000
HONOR HEALTH FDN
8125 N HAYDENSCOTTSDALEAZ85258NONEPUBLIC CHARITYGENERAL PURPOSE$5,000
INTERNATIONAL ORGANIZATION FOR THE FAMILY
934 NORTH MAIN STROCKFORDIL61103NONEPUBLIC CHARITYGENERAL PURPOSE$500
JUDICIAL WATCH
PO BOX 96234WASHINGTONDC20077NONEPUBLIC CHARITYGENERAL PURPOSE$2,000
K COPELAND MINISTRIES
PO BOX 13206OVERLAND PARKKS66282NONEPUBLIC CHARITYGENERAL PURPOSE$4,000
MARYLAND FAMILY INSTITUTE
401 WEST 205TH STNEW YORKNY10034NONEPUBLIC CHARITYGENERAL PURPOSE$4,000
MESSIANIC VISION
PO BOX 1918BRUNSWICKGA21521NONEPUBLIC CHARITYGENERAL PURPOSE$1,000
PATRICK HENRY COLLEGE
8001 BRADDOCK RDSPRINGFIELDVA22160NONEPUBLIC CHARITYGENERAL PURPOSE$4,000
PHOENIX RESCUE MISSION
1540 W VAN BUREN STREETPHOENIXAZ85007NONEPUBLIC CHARITYGENERAL PURPOSE$2,000
PRISON FELLOWSHIP MINISTRIES
44180 RIVERSIDE PKWYLANDSDOWNEVA20176NONEPUBLIC CHARITYGENERAL PURPOSE$2,000
SAMARITAN TOUCH HOMELESS
7377 E DOUBLETREESCOTTSDALEAZ85258NONEPUBLIC CHARITYGENERAL PURPOSE$1,000
ST GABRIEL SCHOOL
9935 JOHNNYCAKE RIDGEMENTOROH44060NONEPUBLIC CHARITYGENERAL PURPOSE$500
STATE FREEDOM CAUCUS NETWORK FDTN
300 INDEPENDENCE AVE SEWASHINGTONDC20003NONEPUBLIC CHARITYGENERAL PURPOSE$20,000
THE HERITAGE FOUNDATION
214 MASSACHUSETTS AVE NEWASHINGTONDC20002NONEPUBLIC CHARITYGENERAL PURPOSE$2,500
THE LEADERSHIP INSTITUTE
1101 N HIGHLANDS STARLINGTONVA22201NONEPUBLIC CHARITYGENERAL PURPOSE$2,500
THE SALVATION ARMY
515 SLATERS LANEALEXANDRIAVA22313NONEPUBLIC CHARITYGENERAL PURPOSE$1,000
THE VOICE OF THE MARTYRS
PO BOX 443BARTLESVILLEOK80934NONEPUBLIC CHARITYGENERAL PURPOSE$3,000
YOUNG AMERICA FOUNDATION
110 ELDEN STHERNDONVA20170NONEPUBLIC CHARITYGENERAL PURPOSE$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$174,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$13ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$30,528ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,205ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$45,469ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$77,215ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$77,215TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$4,500Amt
Net Investment Income$4,500NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockINVESTMENTSStockNm
EOY Book Value$1,862,723EOYBookValueAmt
EOYFMV$2,954,988EOYFMVAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
FNZ TRUST CO - NON DIVIDEND DIST$985$0$985
SECURITIES LITIGATION PROCEEDS$220$220$220

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategoryTxt
Amt$14,676Amt
Net Investment Income$14,676NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN WITHHOLDING TAXESCategoryTxt
Amt$44Amt
Net Investment Income$44NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Comments

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