SWENSON FAM FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SWENSON FAM FOUNDATION (EIN 06-1442402)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-07
- IRS object ID
- 202011899349101121
- Schema version
- 2019v5.1
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-07T14:27:27-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 352534101 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEOGROUP TAX SERVICE LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 WOOD AVENUE SOUTH | AddressLine1Txt |
| City | ISELIN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08830 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061442402 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SWENSON FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SWEN | BusinessNameControlTxt |
| Phone | 7323720191 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 WOOD AVENUE SOUTH NO 209 | AddressLine1Txt |
| City | ISELIN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08830 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GARY L SWENSON | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7323720191 | PhoneNum |
| Signature | 2020-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GERARD DIMINO | PreparerPersonNm |
| PTIN | P00916630 | PTIN |
| Phone | 7329032600 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,604,242 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $9 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $9 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $31,518 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $31,518 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $66,851 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $306,078 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $66,851 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $716 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $99,094 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $98,378 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $12,918 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $6,459 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $6,459 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,675 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,675 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $14,083 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $14,083 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,030 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $222 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $164 | TaxesDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $160 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $160 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $306 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $306 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $34,172 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $24,745 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,783 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $111,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $111,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $145,672 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $24,745 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $118,283 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$46,578 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $73,633 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $15,160 | CashBOYAmt |
| Cash EOY | $64,876 | CashEOYAmt |
| Cash EOYFMV | $64,876 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $46,617 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $100,607 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $100,607 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,052,964 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,902,680 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,438,759 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,114,741 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,068,163 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,604,242 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,335,424 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,335,424 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $779,317 | RetainedEarningBOYAmt |
| Retained Earning EOY | $732,739 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,114,741 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,068,163 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,114,741 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,068,163 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,114,741 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$46,578 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,068,163 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,068,163 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| STATE STREET | 2019-01-01 | 2019-12-31 | $57,815 | $57,749 | $66 | $66 | |
| STATE STREET | 2001-01-01 | 2019-12-31 | $247,336 | $181,478 | $65,858 | $65,858 | |
| CAPITAL GAINS DIVIDENDS | $927 | $927 | $927 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $66,851 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $89,190 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,369,461 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.037641 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $101,177 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,195,737 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046079 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $75,750 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,143,345 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.035342 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $78,318 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,025,531 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.038665 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $111,334 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,084,188 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.053418 | DistributionYr5Rt |
| Total Distribution | 0.211145 | TotalDistributionRt |
| Average Distribution | 0.042229 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,432,110 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $102,706 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $736 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $103,442 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $118,283 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $736 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $736 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $736 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,080 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,080 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,344 | OverpaymentAmt |
| Applied To ES Tax | $1,344 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | AZ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | NONE | WebsiteAddressTxt |
| Individual With Books | LEO GROUP LLC | IndividualWithBooksNm |
| Phone | 7323720191 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 WOOD AVE SOUTH | AddressLine1Txt |
| City | ISELIN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08830 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | 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 | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| GARY L SWENSON | ||||||||
| 100 WOOD AVE SOUTH | ISELIN | NJ | 08830 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JANNETTE E SWENSON | ||||||||
| 100 WOOD AVE SOUTH | ISELIN | NJ | 08830 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,268,008 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $201,139 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,469,147 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,469,147 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $37,037 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,432,110 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $121,606 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $121,606 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $736 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $736 | TotalTaxAmt |
| Distributable Before Adj | $120,870 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $120,870 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $120,870 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $118,283 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $118,283 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $736 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $117,547 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $120,870 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $22,070 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $118,283 | QualifyingDistributionsAmt |
| Applied To Year1 | $22,070 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $96,213 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $24,657 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (40 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ABIDING RADIO | |||||||
| 412 E MCLELLAN ROAD | MESA | AZ | 85205 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $750 |
| ALLIANCE DEFENSE FUND | |||||||
| 15100 N 90 ST | SCOTTSDALE | AZ | 85260 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $2,000 |
| AMERICAN CENTER FOR LAW | |||||||
| PO BOX 9555 | WASHINGTON | DC | 06832 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 |
| ANDREW WOMMACK MINISTRIES | |||||||
| 1 INNOVATION WAY | WOODLAND PARK | CO | 80863 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $2,000 |
| BILLY GRAHAM EVANGELISTIC | |||||||
| 1 B GRAHAM PKWY | CHARLOTTE | NC | 28201 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 |
| CBN INC | |||||||
| 977 CENERVILLE TPKE | VIRGINIA BEACH | VA | 23463 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 |
| CENTER FOR ARIZONA POLICY | |||||||
| N 44TH STREET | PHOENIX | AZ | 85018 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 |
| CHRISTIAN CENTER OF PARK CITY | |||||||
| 1283 DEER VALLEY | PARK CITY | UT | 84060 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $7,000 |
| CONCERNED WOMEN FOR AMERICA | |||||||
| PO BOX 6115 | PUEBLO | CO | 81908 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 |
| CONSERVATIVE PARTNERSHIP INSTITUTE | |||||||
| 300 INDEPENDENCE AVE | WASHINGTON | DC | 20003 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $23,000 |
| DESERT HILLS PRESB CHURCH | |||||||
| 34605 N T DARLINGTON DR | SCOTTSDALE | AZ | 85266 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $750 |
| DR JAMES DOBSON FAMILY TALK | |||||||
| PO BOX 39000 | COLORADO SPRINGS | CO | 80949 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $500 |
| FAITH COMES BY HEALING | |||||||
| 2421 AZTEC RD | ALBEQUERQUE | NM | 87107 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 |
| FAMILY INST OF CT | |||||||
| PO BOX 260210 | HARTFORD | CT | 06126 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 |
| HUMAN SERVICES CAMPUS | |||||||
| 204 S 12TH AVE | PHOENIX | AZ | 85007 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 |
| FAMILY RESEARCH COUNCIL | |||||||
| 1311 JAMES STREET | HOLLAND | MI | 49424 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 |
| FREEDOM ALLIANCE | |||||||
| 22570 MARKEY CT | DULLES | VA | 20166 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $15,000 |
| HARVEST TIME | |||||||
| 1338 KING STREET | GREENWICH | CT | 06831 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 |
| HIGH HOPES THERP RIDING | |||||||
| 36 TOWN WOODS ROAD | OLD LYME | CT | 06371 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 |
| HILLSDALE COLLEGE | |||||||
| PO BOX 96607 | WASHINGTON | DC | 20090 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 |
| HONOR HEALTH FDN | |||||||
| 8125 N HAYDEN | SCOTTSDALE | AZ | 85258 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 |
| JUDICIAL WATCH | |||||||
| PO BOX 96234 | WASHINGTON | DC | 20077 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $500 |
| K COPELAND MINISTRIES | |||||||
| PO BOX 13206 | OVERLAND PARK | KS | 66282 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 |
| LIBERTY UNIVERSITY | |||||||
| 1971 UNIVERSITY BLVD | LYNCHBURG | VA | 24515 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 |
| MANHATTAN CHRISTIAN ACADEMY | |||||||
| 401 WEST 205TH ST | NEW YORK | NY | 10034 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $5,000 |
| MESSIANIC VISION | |||||||
| PO BOX 1918 | BRUNSWICK | GA | 21521 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 |
| NATIONAL RIGHT TO WORK | |||||||
| 8001 BRADDOCK RD | SPRINGFIELD | VA | 22160 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $500 |
| OPEN DOORS | |||||||
| PO BOX 27001 | SANTA ANA | CA | 92799 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $4,500 |
| PRESIDENTIAL PRAYER | |||||||
| 7377 E DOUBLETREE | SCOTTSDALE | AZ | 85258 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 |
| PRISON FELLOWSHIP MINISTRIES | |||||||
| 44180 RIVERSIDE PKWY | LANDSDOWNE | VA | 20176 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 |
| LEADERSHIP INSTITUTE | |||||||
| 1101 N HIGHLANDS ST | ARLINGTON | VA | 22201 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $2,000 |
| ST GABRIEL SCHOOL | |||||||
| 9935 JOHNNYCAKE RIDGE | MENTOR | OH | 44060 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $500 |
| SAMFORD HOSPITAL | |||||||
| 1351 WASHINGTON BLVD | STAMFORD | CT | 06902 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $2,000 |
| THE EUMENCIAL CHAPLAINCY | |||||||
| 1125 WEST JACKSON ST | PHOENIX | AZ | 85007 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $3,000 |
| THE HERITAGE FOUNDATION | |||||||
| 214 MASS AVE | WASHINGTON | DC | 20002 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $10,000 |
| THE SALVATION ARMY | |||||||
| 515 SLATERS LANE | ALEXANDRIA | VA | 22313 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 |
| THE VOICE OF THE MARTYRS | |||||||
| PO BOX 443 | BARTLESVILLE | OK | 80934 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $3,000 |
| USO | |||||||
| PO BOX 96322 | WASHINGTON | DC | 20090 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 |
| WYCLIFFE ASSOCIATES | |||||||
| 11450 TRANSLATION WAY | ORLANDO | FL | 32832 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $500 |
| YOUNG AMERICA FOUNDATION | |||||||
| 110 ELDEN ST | HERNDON | VA | 20170 | NONE | PUBLIC CHARITY | GENERAL PURPOSE | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $111,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $31,518 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $716 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $66,851 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $99,094 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $99,094 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,675 | Amt |
| Net Investment Income | $3,675 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENTS | StockNm |
| EOY Book Value | $1,902,680 | EOYBookValueAmt |
| EOYFMV | $2,438,759 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER EXPENSES | $157 | $157 | $0 |
| BANK FEES | $149 | $149 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDIVIDEND DISTRIBUTIONS | Desc |
| Revenue And Expenses Per Books | $716 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $716 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $14,083 | Amt |
| Net Investment Income | $14,083 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES | $2,644 | $0 | $0 |
| FOREIGN WITHHOLDING TAXES | $57 | $57 | $0 |
| UNEMPLOYMENT INSURANCE | $329 | $165 | $164 |
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