SWORD AND SPOON FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- SWORD AND SPOON FOUNDATION (EIN 20-7494902)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-14
- IRS object ID
- 202323189349103422
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-14T11:25:41-08:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 752593210 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sutton Frost Cary LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 Six Flags Dr Suite 600 | AddressLine1Txt |
| City | Arlington | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76011 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 207494902 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SWORD AND SPOON FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SWOR | BusinessNameControlTxt |
| Phone | 6177332089 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 52 WALTHAM STREET | AddressLine1Txt |
| City | LEXINGTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02421 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN KINGSTON | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2023-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOHN | PersonFirstNm |
| Person Last | KINGSTON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Carroll Elizabeth Arnott | PreparerPersonNm |
| PTIN | P01965628 | PTIN |
| Phone | 8176498083 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $635,704 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $25,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $12,819 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12,819 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$10,997 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $148,185 | GrossSalesPriceAmt |
| Total Rev And Expnss | $26,822 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $12,819 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $581 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $290 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $291 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,180 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,180 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $14,377 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $6,888 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $7,489 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,094 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,515 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,579 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $22,232 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,873 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,359 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $36,629 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $36,629 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $58,861 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,873 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $45,988 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$32,039 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,759 | CashBOYAmt |
| Cash EOY | $4,824 | CashEOYAmt |
| Cash EOYFMV | $4,824 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $2,690 | PrepaidExpensesBOYAmt |
| Corporate Stock EOY | $45,113 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $45,113 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $380,071 | CorporateBondsBOYAmt |
| Other Investments EOY | $235,767 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $235,767 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $350,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $350,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $350,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $734,520 | TotalAssetsBOYAmt |
| Total Assets EOY | $635,704 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $635,704 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $10,651 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $1,500 | AccountsPayableEOYAmt |
| Loans From Officers BOY | $70,291 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $96,694 | LoansFromOfficersEOYAmt |
| Total Liabilities BOY | $80,942 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $98,194 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $653,578 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $537,510 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $653,578 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $537,510 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $734,520 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $635,704 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $653,578 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$32,039 | ExcessRevenueOverExpensesAmt |
| Subtotal | $621,539 | SubtotalAmt |
| Other Decreases | $84,029 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $537,510 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| COHEN & STEERS PREFERRED | P | 2021-06-21 | 2022-01-26 | $25,000 | $25,953 | -$953 | -$953 |
| AB INCOME FUND CLASS ADV | P | 2021-09-21 | 2022-02-02 | $11,000 | $11,515 | -$515 | -$515 |
| TRANSAMERICA UNCONSTRAINED BOND FUND | P | 2021-01-01 | 2022-05-17 | $47,089 | $53,221 | -$6,132 | -$6,132 |
| PUTNAM DIVERSIFIED INCOME FUND | P | 2018-04-25 | 2022-06-17 | $5,000 | $6,048 | -$1,048 | -$1,048 |
| VANGUARD HIGH YIELD CORP. | P | 2016-03-10 | 2022-06-10 | $5,000 | $5,245 | -$245 | -$245 |
| PUTNAM ULTRA SHORT | P | 2022-05-17 | 2022-10-21 | $15,000 | $15,060 | -$60 | -$60 |
| VANGUARD HIGH YIELD CORP. | P | 2021-01-01 | 2022-10-19 | $12,096 | $14,079 | -$1,983 | -$1,983 |
| PUTNAM ULTRA SHORT | P | 2022-05-17 | 2022-11-29 | $5,000 | $5,015 | -$15 | -$15 |
| PUTNAM ULTRA SHORT | P | 2022-05-17 | 2022-12-22 | $23,000 | $23,046 | -$46 | -$46 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$10,997 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$1,589 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | ME | OrgReportOrRegisterStateCd |
| Org Report Or Register State | SC | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6177332089 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 52 WALTHAM STREET | AddressLine1Txt |
| City | LEXINGTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02421 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | Yes (true) | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| JOHN KINGSTON | ||||||
| 52 WALTHAM STREET | LEXINGTON | MA | 02421 | Trustee | 2.00 | $0 |
| JEAN KINGSTON | ||||||
| 52 WALTHAM STREET | LEXINGTON | MA | 02421 | Trustee | 2.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $332,999 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,291 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $336,290 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $336,290 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,044 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $331,246 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $16,562 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $16,562 | MinimumInvestmentReturnAmt |
| Distributable Before Adj | $16,562 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $16,562 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $16,562 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $45,988 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $45,988 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $16,562 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $171,862 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $56,092 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $94,827 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $48,240 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $93,929 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $464,950 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $45,988 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $16,562 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $29,426 | RemainingDistriFromCorpusAmt |
| Total Corpus | $494,376 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $171,862 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $322,514 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $56,092 | ExcessFromYear4Amt |
| Excess From Year3 | $94,827 | ExcessFromYear3Amt |
| Excess From Year2 | $48,240 | ExcessFromYear2Amt |
| Excess From Year1 | $93,929 | ExcessFromYear1Amt |
| Excess From Current Year | $29,426 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOHN KINGSTON | ContributingManagerNm |
| Contributing Manager | JEAN KINGSTON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| INTERVARSITY CHRISTIAN | |||||||
| 635 SCIENCE DR | MADISON | WI | 53711 | UNRELATED | PC | PROGRAM SUPPORT | $3,600 |
| WORLDVISION INC | |||||||
| PO BOX 9716 | FEDERAL WAY | WA | 98063 | UNRELATED | PC | PROGRAM SUPPORT | $3,088 |
| STAND UP REPUBLIC FOUNDATION | |||||||
| 700 PENNSYLVANIA AVE SE | WASHINGTON | DC | 20003 | UNRELATED | PC | PROGRAM SUPPORT | $29,941 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $36,629 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,819 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$10,997 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,822 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,822 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | CHRISTIANITY TODAY | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 465 GUNDERSEN DRIVE | AddressLine1Txt |
| City | CAROL STREAM | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60188 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $25,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $581 | Amt |
| Net Investment Income | $290 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $291 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EXXON MOBIL CORP | StockNm |
| EOY Book Value | $45,113 | EOYBookValueAmt |
| EOYFMV | $45,113 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESO S&P 500 EQUAL WEIGHT | FMV | $30,651 | $30,651 |
| VANGAURD FTSE DEVELOPED MKT | FMV | $21,069 | $21,069 |
| VANGUARD TOTAL BOND MKT EFT | FMV | $26,581 | $26,581 |
| AV INCOME FUND CLASS ADV | FMV | $32,014 | $32,014 |
| COHEN & STEERS PREFERRED | FMV | $48,273 | $48,273 |
| INVESCO FLOATING RATE | FMV | $47,668 | $47,668 |
| PUTNAM DIVERSIFIED INCOME FUND CLASS Y | FMV | $22,644 | $22,644 |
| PUTNAM ULTRA SHORT DURATION INCOME FUND | FMV | $6,867 | $6,867 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTANGIBLE ASSETS | Desc |
| BOY Book Value | $350,000 | BOYBookValueAmt |
| EOY Book Value | $350,000 | EOYBookValueAmt |
| EOYFMV | $350,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $1,936 | $1,936 | |
| INSURANCE | $2,138 | $1,069 | $1,069 |
| OFFICE EXPENSES | $1,020 | $510 | $510 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $2,180 | Amt |
| Net Investment Income | $2,180 | NetInvestmentIncomeAmt |
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