SWEDENBORG FOUNDATION INC: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization: SWEDENBORG FOUNDATION INC (EIN 13-1362850)
Tax period: 2019-01-01 to 2019-12-31
Filed: 2020-05-11
IRS object ID: 202011329349300801
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
Schedule A
Schedule B
Schedule D
Schedule L
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2020-05-11T07:43:29-05:00	ReturnTs
Tax Period End	2019-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	205367494	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	ALAN ROSS & COMPANY PC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	10 HEARTHSTONE COURT SUITE 100	AddressLine1Txt
City	READING	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	19606	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2019-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	131362850	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	SWEDENBORG FOUNDATION INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	SWED	BusinessNameControlTxt
Phone	6104303222	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	320 NORTH CHURCH STREET	AddressLine1Txt
City	WEST CHESTER	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	19380	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	LARRY CONANT	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	6104323222	PhoneNum
Signature	2020-04-23	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	ALAN D ROSS CPA	PreparerPersonNm
PTIN	P00072435	PTIN
Phone	6107799555	PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	66.152.139.23	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2020-04-23	IPDt
IP Tm	09:49:06	IPTm
IP Timezone	ED	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	DA39A3EE5E6B4B0D3255BFEF95601890AFD80709	AtSubmissionCreationDeviceId
At Submission Filing Device Id	3217DB19F2ED20CD83F736F3D1AC044FE20E4ABD	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2019	TaxYr
Build TS	2020-09-23 17:36:50Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	LARRY CONANT	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	320 NORTH CHURCH STREET	AddressLine1Txt
City	WEST CHESTER	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	19380	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$3,409,655	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.SWEDENBORG.COM	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1849	FormationYr
Legal Domicile State	PA	LegalDomicileStateCd
Activity Or Mission	TO TRANSLATE, PUBLISH AND DISTRIBUTE THE WORKS OF EMANUEL SWEDENBORG AND THE OTHER RELIGIOUS AND EDUCATIONAL BOOKS TO THE GENERAL PUBLIC.	ActivityOrMissionDesc
Voting Members Governing Body	16	VotingMembersGoverningBodyCnt
Voting Members Independent	16	VotingMembersIndependentCnt
Total Employee	19	TotalEmployeeCnt
Total Volunteers	0	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$999,638	PYContributionsGrantsAmt
CY Contributions Grants	$1,330,888	CYContributionsGrantsAmt
PY Program Service Revenue	$0	PYProgramServiceRevenueAmt
CY Program Service Revenue	$0	CYProgramServiceRevenueAmt
PY Investment Income	$784,051	PYInvestmentIncomeAmt
CY Investment Income	$707,026	CYInvestmentIncomeAmt
PY Other Revenue	-$438	PYOtherRevenueAmt
CY Other Revenue	-$1,369	CYOtherRevenueAmt
PY Total Revenue	$1,783,251	PYTotalRevenueAmt
CY Total Revenue	$2,036,545	CYTotalRevenueAmt
PY Grants And Similar Paid	$0	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$0	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$1,180,389	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$1,362,970	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$242,564	CYTotalFundraisingExpenseAmt
PY Other Expenses	$790,498	PYOtherExpensesAmt
CY Other Expenses	$832,565	CYOtherExpensesAmt
PY Total Expenses	$1,970,887	PYTotalExpensesAmt
CY Total Expenses	$2,195,535	CYTotalExpensesAmt
PY Revenues Less Expenses	-$187,636	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$158,990	CYRevenuesLessExpensesAmt
Total Assets BOY	$17,564,218	TotalAssetsBOYAmt
Total Assets EOY	$19,976,863	TotalAssetsEOYAmt
Total Liabilities BOY	$54,702	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$28,652	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$17,509,516	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$19,948,211	NetAssetsOrFundBalancesEOYAmt
Mission	TO TRANSLATE, PUBLISH AND DISTRIBUTE THE WORKS OF EMANUEL SWEDENBORG AND OTHER RELIGIOUS AND EDUCATIONAL BOOKS TO THE GENERAL PUBLIC	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$534,978	ExpenseAmt
Desc	PUBLICATION AND DISTRIBUTION OF THE WORKS OF EMANUEL SWEDENBORG AND OTHER RELIGIOUS AND EDUCATIONAL BOOKS.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$944,902	ExpenseAmt
Desc	ONLINE PROGRAMMING OF EMANUEL SWEDENBORG'S WORK.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$79,015	ExpenseAmt
Desc	MARKETING AND PROMOTION OF EMANUEL SWEDENBORG'S WORKS.	Desc

Field	Value	IRS element (for citing)
Total Program Service Expenses	$1,558,895	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	0	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Donor Rstr Or Quasi Endowments	Yes (1)	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	0	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	0	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (1)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	0	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	0	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	0	GrantsToOrganizationsInd
Grants To Individuals	0	GrantsToIndividualsInd
Schedule J Required	0	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	Yes (1)	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	Yes (1)	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	0	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	0	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	0	RelatedEntityInd
Related Organization Ctrl Ent	0	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	33	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	19	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	0	QuidProQuoContributionsInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	16	GoverningBodyVotingMembersCnt
Independent Voting Member	16	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	0	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	0	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	Yes (1)	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	PA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NY	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	SWEDENBORG FOUNDATION INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	6104303222	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	320 NORTH CHURCH STREET	AddressLine1Txt
City	WEST CHESTER	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	19380	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	OfficerOfficerInd
REV DR JAMES F LAWRENCE
DIRECTOR	5.00	Yes (X)	$0	$0	$0
REV DR JONATHAN S ROSE
DIRECTOR	5.00	Yes (X)	$101,065	$0	$0
DR STUART SHOTWELL
DIRECTOR	5.00	Yes (X)	$52,768	$0	$0
W BERGEN JUNGE
DIRECTOR	5.00	Yes (X)	$0	$0	$0
REV JEREMY SIMONS
DIRECTOR	5.00	Yes (X)	$0	$0	$0
REV KEVIN BAXTER
DIRECTOR	5.00	Yes (X)	$0	$0	$0
DR SONI SONESON WERNER
DIRECTOR	5.00	Yes (X)	$0	$0	$0
REV CORY BRADFORD-WATTS
DIRECTOR	5.00	Yes (X)	$0	$0	$0
KAYE JUNGE LERMITTE
DIRECTOR	5.00	Yes (X)	$0	$0	$0
CARK GODLOVE
DIRECTOR	5.00	Yes (X)	$0	$0	$0
CHAD ODHNER
DIRECTOR	5.00	Yes (X)	$0	$0	$0
LARRY CONANT
PRESIDENT	20.00		$0	$0	$0	Yes (X)
CHRISTOPHER LYNCH
VICE PRESIDENT	20.00		$0	$0	$0	Yes (X)
KAREN FEIL
TREASURER	20.00		$0	$0	$0	Yes (X)
PETER D TOOT
SECRETARY	20.00		$0	$0	$0	Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$153,833	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$0	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	1	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	0	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K	0	CntrctRcvdGreaterThan100KCnt
Membership Dues	$16,275	MembershipDuesAmt
All Other Contributions	$1,314,613	AllOtherContributionsAmt
Total Contributions	$1,330,888	TotalContributionsAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$532,736	TotalRevenueColumnAmt
Exclusion	$532,736	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$1,492,315	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$1,318,025	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$174,290	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$174,290	TotalRevenueColumnAmt
Related Or Exempt Func Income	$174,290	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	$53,716	GrossSalesOfInventoryAmt
Cost Of Goods Sold	$55,085	CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$1,369	TotalRevenueColumnAmt
Related Or Exempt Func Income	-$1,369	RelatedOrExemptFuncIncomeAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$2,036,545	TotalRevenueColumnAmt
Related Or Exempt Func Income	$172,921	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$532,736	ExclusionAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part IX	Yes (X)	InfoInScheduleOPartIXInd

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$1,101,383	TotalAmt
Program Services	$796,168	ProgramServicesAmt
Management And General	$139,409	ManagementAndGeneralAmt
Fundraising	$165,806	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$58,623	TotalAmt
Program Services	$44,333	ProgramServicesAmt
Management And General	$6,831	ManagementAndGeneralAmt
Fundraising	$7,459	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$110,979	TotalAmt
Program Services	$70,348	ProgramServicesAmt
Management And General	$27,374	ManagementAndGeneralAmt
Fundraising	$13,257	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$91,985	TotalAmt
Program Services	$64,330	ProgramServicesAmt
Management And General	$14,169	ManagementAndGeneralAmt
Fundraising	$13,486	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$4,493	TotalAmt
Management And General	$4,493	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$16,550	TotalAmt
Management And General	$16,550	ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$29,647	TotalAmt
Management And General	$29,647	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$374,810	TotalAmt
Program Services	$374,810	ProgramServicesAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$122,510	TotalAmt
Program Services	$121,212	ProgramServicesAmt
Management And General	$1,298	ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$26,514	TotalAmt
Program Services	$9,247	ProgramServicesAmt
Management And General	$14,606	ManagementAndGeneralAmt
Fundraising	$2,661	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$45,947	TotalAmt
Program Services	$14,524	ProgramServicesAmt
Management And General	$31,423	ManagementAndGeneralAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$35,118	TotalAmt
Program Services	$8,778	ProgramServicesAmt
Management And General	$23,455	ManagementAndGeneralAmt
Fundraising	$2,885	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$18,293	TotalAmt
Program Services	$9,264	ProgramServicesAmt
Management And General	$9,029	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$31,266	TotalAmt
Program Services	$15,337	ProgramServicesAmt
Management And General	$15,929	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$12,142	TotalAmt
Program Services	$2,015	ProgramServicesAmt
Management And General	$10,127	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
MEMBERSHIP DEVELOPMENT	$62,606	$14,181	$12,603	$35,822
SERVICE CHARGES	$21,888	$1,482	$20,375	$31
MISCELLANEOUS EXPENSE	$16,842	$9,942	$5,743	$1,157
TELEPHONE	$6,882	$82	$6,800

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$7,057	TotalAmt
Program Services	$2,842	ProgramServicesAmt
Management And General	$4,215	ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$2,195,535	TotalAmt
Program Services	$1,558,895	ProgramServicesAmt
Management And General	$394,076	ManagementAndGeneralAmt
Fundraising	$242,564	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$162,811	BOYAmt
EOY	$183,949	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$102,342	BOYAmt
EOY	$528,737	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$7,051	BOYAmt
EOY	$9,542	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$59,510	BOYAmt
EOY	$67,053	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$38,918	BOYAmt
EOY	$41,880	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$899,271	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$333,822	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$557,814	BOYAmt
EOY	$565,449	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$15,395,571	BOYAmt
EOY	$17,589,711	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$1,240,201	BOYAmt
EOY	$990,542	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$17,564,218	BOYAmt
EOY	$19,976,863	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$54,702	BOYAmt
EOY	$28,652	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$54,702	BOYAmt
EOY	$28,652	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$16,080,638	BOYAmt
EOY	$17,819,843	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,428,878	BOYAmt
EOY	$2,128,368	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$17,509,516	BOYAmt
EOY	$19,948,211	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$17,564,218	BOYAmt
EOY	$19,976,863	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	-$158,990	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$2,597,685	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$0	OtherChangesInNetAssetsAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	0	AuditCommitteeInd
Federal Grant Audit Required	0	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Public Organization170	Yes (X)	PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$905,876	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$482,112	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$932,111	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$999,638	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,330,888	CurrentTaxYearAmt
Total	$4,650,625	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$905,876	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$482,112	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$932,111	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$999,638	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,330,888	CurrentTaxYearAmt
Total	$4,650,625	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$2,230,432	SubstantialContributorsTotAmt
Public Support Total170	$2,420,193	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$413,855	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$481,651	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$470,513	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$473,514	CurrentTaxYearMinus1YearAmt
Current Tax Year	$532,736	CurrentTaxYearAmt
Total	$2,372,269	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$621	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,387	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,781	CurrentTaxYearMinus2YearsAmt
Total	$3,789	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$7,026,683	TotalSupportAmt
Public Support CY170	0.34440	PublicSupportCY170Pct
Public Support PY170	0.27420	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$765,776	BeginningYearBalanceAmt
Contributions	$25,000	ContributionsAmt
Investment Earnings Or Losses	$95,675	InvestmentEarningsOrLossesAmt
End Year Balance	$886,451	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$564,156	BeginningYearBalanceAmt
Contributions	$250,000	ContributionsAmt
Investment Earnings Or Losses	-$48,380	InvestmentEarningsOrLossesAmt
End Year Balance	$765,776	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$522,338	BeginningYearBalanceAmt
Investment Earnings Or Losses	$41,818	InvestmentEarningsOrLossesAmt
End Year Balance	$564,156	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$504,891	BeginningYearBalanceAmt
Investment Earnings Or Losses	$17,447	InvestmentEarningsOrLossesAmt
End Year Balance	$522,338	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$508,164	BeginningYearBalanceAmt
Investment Earnings Or Losses	-$3,273	InvestmentEarningsOrLossesAmt
End Year Balance	$504,891	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Endowments Held Unrelated Org	0	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	0	EndowmentsHeldRelatedOrgInd

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$128,523	OtherCostOrOtherBasisAmt
Book Value	$128,523	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$562,598	OtherCostOrOtherBasisAmt
Depreciation	$208,692	DepreciationAmt
Book Value	$353,906	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$137,232	OtherCostOrOtherBasisAmt
Depreciation	$72,569	DepreciationAmt
Book Value	$64,663	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$70,918	OtherCostOrOtherBasisAmt
Depreciation	$52,561	DepreciationAmt
Book Value	$18,357	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$565,449	TotalBookValueLandBuildingsAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$4,659,668	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$2,597,685	NetUnrealizedGainsInvstAmt
Other Revenue	$55,085	OtherRevenueAmt
Revenue Not Reported	$2,652,770	RevenueNotReportedAmt
Revenue Subtotal	$2,006,898	RevenueSubtotalAmt
Investment Expenses Not Incld	$29,647	InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt	$29,647	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$2,036,545	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$2,220,973	TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included	$55,085	OtherExpensesIncludedAmt
Expenses Not Reported	$55,085	ExpensesNotReportedAmt
Expenses Subtotal	$2,165,888	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$29,647	InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt	$29,647	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$2,195,535	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART X, LINE 2:	THE FOUNDATION IS ORGANIZED AND REGISTERED UNDER THE INTERNAL REVENUE CODE SECTION 501(C)(3). UNDER FEDERAL REGULATIONS, THE ORGANIZATION IS EXEMPTED FROM FEDERAL INCOME TAXES. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINABLE UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
PART XI, LINE 2D - OTHER ADJUSTMENTS:	BOOK DISTRIBUTION COSTS
PART XII, LINE 2D - OTHER ADJUSTMENTS:	BOOK DISTRIBUTION COSTS

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (7 entries)

Relationship DescriptionRelationshipDescriptionTxt	TransactionTransactionAmt	TransactionTransactionDesc	Sharing Of RevenuesSharingOfRevenuesInd
DR JONATHAN S ROSE
BOARD OF DIRECTOR MEMBER	$101,065	COMPENSATION FOR SERVICES	0
DR STUART SHOTWELL
BOARD OF DIRECTOR MEMBER	$52,768	COMPENSATION FOR SERVICES	0
ALICIA DOLE
RELATED TO AN ASSOCIATE BOARD OF DIRECTOR MEMBER	$61,597	COMPENSATION FOR SERVICES	0
SARAH DOLE
RELATED TO AN ASSOCIATE BOARD OF DIRECTOR MEMBER	$12,463	COMPENSATION FOR SERVICES	0
CHARA DAUM
RELATED TO AN ASSOCIATE BOARD OF DIRECTOR MEMBER	$15,995	COMPENSATION FOR SERVICES	0
LISA HYATT-COOPER
ASSOICATED BOARD OF DIRECTOR MEMBER	$27,750	COMPENSATION FOR SERVICES	0
SPIRITUAL INSIGHT SERVICES INC
RELATED TO AN ASSOCIATE BOARD OF DIRECTOR MEMBER	$38,904	COMPENSATION FOR SERVICES	0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11B	AFTER THE ORGANIZATION'S ACCOUNTANT PREPARES THE FORM 990 BUT PRIOR TO SIGNATURE THE GOVERNING BODY REVIEWS THE TAX FORM WITH THEIR ACCOUNTANT.
FORM 990, PART VI, SECTION B, LINE 12C	ALL OFFICERS, DIRECTORS AND KEY EMPLOYEES ARE REQUIRED TO SIGN THE CONFLICT OF INTEREST POLICY ANNUALLY.
FORM 990, PART VI, SECTION B, LINE 15	ALL COMPENSATION DECISIONS ARE BUDGETED AND APPROVED BY AN AUTHORIZED COMITTEE OF THE BOARD OF DIRECTORS.
FORM 990, PART VI, SECTION C, LINE 19	COPIES OF THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIALS ARE AVAILABLE UPON REQUEST AT THE ORGANIZATION'S OFFICE.
FORM 990, PART IX, LINE 11G	CREATIVE CONTRACTORS: PROGRAM SERVICE EXPENSES 374,810. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 374,810.