BETA

SWORD AND SPOON FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
SWORD AND SPOON FOUNDATION (EIN 20-7494902)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-12-03
IRS object ID
202023389349101012
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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-12-03T14:55:45-06:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN043097400PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KEVIN P MARTIN & ASSOCIATES PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line110 FORBES WESTAddressLine1Txt
CityBRAINTREECityNm
State AbbreviationMAStateAbbreviationCd
ZIP02184ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN207494902EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SWORD AND SPOON FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSWORBusinessNameControlTxt
Phone7818562035PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line152 WALTHAM STREETAddressLine1Txt
CityLEXINGTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02421ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOHN KINGSTONPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone7818562035PhoneNum
Signature2020-12-02SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonALISON JOHNSON CPAPreparerPersonNm
PTINP01526964PTIN
Phone7813803520PhoneNum
Preparation2020-12-02PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address70.91.219.129IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-12-02IPDt
IP Tm14:43:56IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdCB723D511B4361143C95584A8FE9F03509BC83C0AtSubmissionCreationDeviceId
At Submission Filing Device IdCB723D511B4361143C95584A8FE9F03509BC83C0AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,367,553FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$7,551DividendsRevAndExpnssAmt
Dividends Net Invst Incm$7,551DividendsNetInvstIncmAmt
Gross Rents Rev And Expnss$15,600GrossRentsRevAndExpnssAmt
Gross Rents Net Invst Incm$15,600GrossRentsNetInvstIncmAmt
Net Rental Income Or Loss$1,449NetRentalIncomeOrLossAmt
Net Gain Sale Ast Rev And Expnss-$23,285NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$64,282GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$185OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$185OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$51TotalRevAndExpnssAmt
Total Net Invst Incm$23,336TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$690LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$345LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$345LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$5,820AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,910AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$3,035AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$2,238OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$2,238OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$172TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$6,379DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$6,175DeprecAndDpltnNetInvstIncmAmt
Occupancy Rev And Expnss$7,456OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$7,456OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$0OccupancyDsbrsChrtblAmt
Other Expenses Rev And Expnss$2,520OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$520OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$2,000OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$25,275TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$19,644TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$5,380TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$159,832ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$159,832ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$185,107TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$19,644TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$165,212TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$185,056ExcessRevenueOverExpensesAmt
Net Investment Income$3,692NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$104,312CashBOYAmt
Cash EOY$18,965CashEOYAmt
Cash EOYFMV$18,965CashEOYFMVAmt
Acct Rcvbl$5,366AcctRcvblAmt
Acct Rcvbl BOY$4,487AcctRcvblBOYAmt
Acct Rcvbl EOY$5,366AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$5,366AcctRcvblEOYFMVAmt
Other Nts And Loans Rcvbl$557,067OtherNtsAndLoansRcvblAmt
Other Rcvbl Allwnc Dbtfl Acct$0OtherRcvblAllwncDbtflAcctAmt
Other Nts And Loans Rcvbl BOY$558,913OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$557,067OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$557,067OtherNtsAndLoansRcvblEOYFMVAmt
Prepaid Expenses BOY$3,176PrepaidExpensesBOYAmt
Prepaid Expenses EOY$3,741PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$3,741PrepaidExpensesEOYFMVAmt
Corporate Bonds BOY$217,231CorporateBondsBOYAmt
Corporate Bonds EOY$203,124CorporateBondsEOYAmt
Corporate Bonds EOYFMV$203,124CorporateBondsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$248,427LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$19,137LandBldgEquipAccumDeprecAmt
Land BOY$235,669LandBOYAmt
Land EOY$229,290LandEOYAmt
Land EOYFMV$229,290LandEOYFMVAmt
Other Assets BOY$350,000OtherAssetsBOYAmt
Other Assets EOY$350,000OtherAssetsEOYAmt
Other Assets EOYFMV$350,000OtherAssetsEOYFMVAmt
Total Assets BOY$1,473,788TotalAssetsBOYAmt
Total Assets EOY$1,367,553TotalAssetsEOYAmt
Total Assets EOYFMV$1,367,553TotalAssetsEOYFMVAmt
Accounts Payable BOY$1,077AccountsPayableBOYAmt
Accounts Payable EOY$30,075AccountsPayableEOYAmt
Loans From Officers BOY$411LoansFromOfficersBOYAmt
Loans From Officers EOY$10,211LoansFromOfficersEOYAmt
Total Liabilities BOY$1,488TotalLiabilitiesBOYAmt
Total Liabilities EOY$40,286TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,472,300NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$1,327,267NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$1,472,300TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,327,267TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,473,788TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,367,553TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,472,300TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$185,056ExcessRevenueOverExpensesAmt
Other Increases$40,023OtherIncreasesAmt
Subtotal$1,327,267SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,327,267TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
UBS #83856P2018-01-012018-12-31$52,865$78,558-$25,693-$25,693
UBS #83856P2010-05-212018-12-31$11,417$9,009$2,408$2,408
FieldValueIRS element (for citing)
Capital Gain Net Income-$23,285CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$128,495AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,450,644NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.088578DistributionYr1Rt
Adjusted Qlfy Distri Yr2$271,086AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,995,079NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.135877DistributionYr2Rt
Adjusted Qlfy Distri Yr3$1,001,973AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,956,307NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.338927DistributionYr3Rt
Adjusted Qlfy Distri Yr4$827,381AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$4,050,858NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.204248DistributionYr4Rt
Adjusted Qlfy Distri Yr5$778,039AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$2,782,338NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.279635DistributionYr5Rt
Total Distribution1.047265TotalDistributionRt
Average Distribution0.209453AverageDistributionRt
Net Vl Noncharitable Assets$1,409,170NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$295,155AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$37NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$295,192AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$165,212QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$74InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$74SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$74TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,176EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$3,176TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$3,102OverpaymentAmt
Applied To ES Tax$3,102AppliedToESTaxAmt
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 StateMAOrgReportOrRegisterStateCd
Org Report Or Register StateSCOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.SWORDANDSPOON.ORGWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7818562035PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line152 WALTHAM STREETAddressLine1Txt
CityLEXINGTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02421ZIPCd
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 HoldingsYes (1)BusinessHoldingsInd
Excess Business Holdings0ExcessBusinessHoldingsInd
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
JOHN KINGSTON
52 WALTHAM STREETLEXINGTONMA02421TRUSTEE2.00$0$0$0
JEAN KINGSTON
52 WALTHAM STREETLEXINGTONMA02421TRUSTEE2.00$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$220,519AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$46,733AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$1,163,377FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,430,629TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,430,629AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$21,459CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,409,170NetVlNoncharitableAssetsAmt
Minimum Investment Return$70,459MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$70,459MinimumInvestmentReturnAmt
Tax Based On Investment Income$74TaxBasedOnInvestmentIncomeAmt
Total Tax$74TotalTaxAmt
Distributable Before Adj$70,385DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$70,385DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$70,385DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$165,212ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$165,212QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$165,212AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$70,385DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$640,325ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$625,519ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$855,676ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$171,862ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$56,092ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$2,349,474TotalExcessDistributionCyovAmt
Qualifying Distributions$165,212QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$70,385AppliedToCurrentYearAmt
Remaining Distri From Corpus$94,827RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$2,444,301TotalCorpusAmt
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$640,325ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,803,976ExcessDistriCyovToNextYrAmt
Excess From Year4$625,519ExcessFromYear4Amt
Excess From Year3$855,676ExcessFromYear3Amt
Excess From Year2$171,862ExcessFromYear2Amt
Excess From Year1$56,092ExcessFromYear1Amt
Excess From Current Year$94,827ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJOHN KINGSTONContributingManagerNm
Contributing ManagerJEAN KINGSTONContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BETHEL AME CHURCH
40 WALK HILL STREETBOSTONMA02130PUBLIC CHARITYOPERATIONS$25,000
BOWDOIN COLLEGE
255 MAINE STREETBRUNSWICKME04011PUBLIC CHARITYOPERATIONS$7,000
BRIDGEWATER STATE UNIVERSITY FOUNDATION
26 SUMMER STBRIDGEWATERMA02325PUBLIC CHARITYPROFESSOR KATHLEEN SEVIGNY SCHOLARSHIP FUND$1,500
CARE NET NATIONAL
44180 RIVERSIDE PARKWAY SUITE 200LANSDOWNEVA20176PUBLIC CHARITYOPERATIONS$10,000
CHILDREN'S RELIEF
PO BOX 2470ROCKWALLTX75087PUBLIC CHARITYOPERATIONS$1,029
ETHICS AND PUBLIC POLICY CENTER
1730 M STREET NW SUITE 910WASHINGTONDC20036PUBLIC CHARITYOPERATIONS$10,000
INTERVARSITY CHRISTIAN FELLOWSHIP
PO BOX 7895MADISONWI53707PUBLIC CHARITYOPERATIONS$3,600
JENN4BOSTON
131 CHARLES STREETBOSTONMA02114NCCAMPAIGN$1,000
LEADERSHIP TRANSFORMATIONS
PO BOX 338LEXINGTONMA02420PUBLIC CHARITYOPERATIONS$30,000
NATIONAL CHRISTIAN FOUNDATION
111625 RAINWATER DRIVE SUITE 500ALPHARETTAGA30009PUBLIC CHARITYOPERATIONS$2,700
NEW BEGINNINGS COMMUNITY CHURCH
675 WELLSBURY WAYPALO ALTOCA94306PUBLIC CHARITYOPERATIONS$22,000
PENTECOSTAL TABERNACLE
56 MAGAZINE STREETCAMBRIDGEMA02139PUBLIC CHARITYOPERATIONS$1,000
PIONEER INSTITUTE
185 DEVONSHIRE STREET SUITE 1101BOSTONMA02110PUBLIC CHARITYOPERATIONS$1,000
PRAXIS
409 W 45TH ST 3RD FLOORNEW YORKNY10036PUBLIC CHARITYOPERATIONS$5,000
RESTORE LIFE
311 CHEROKEE PARK DRELIZABETHTONTN37643PUBLIC CHARITYOPERATIONS$2,080
RODMAN RIDE FOR KIDS
100 LEGENDS WAYBOSTONMA02114PUBLIC CHARITYOPERATIONS$4,556
TENEO INC
2605 W 8TH STAUSTINTX78703PUBLIC CHARITYOPERATIONS$5,000
THE AND CAMPAIGN
1780 MADRONA STREETATLANTAGA30318PUBLIC CHARITYOPERATIONS$10,000
WORLD VISION
PO BOX 9716FEDERAL WAYWA98063PUBLIC CHARITYOPERATIONS$13,816
YOUTH EDUCATION & SPORT INITIATIVE INC
437 NORTH STREETPITTSFIELDMA01201PUBLIC CHARITYOPERATIONS$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$158,781TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$7,551ExclusionAmt

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

FieldValueIRS element (for citing)
Exclusion16ExclusionCd
Exclusion$1,449ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$185ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$23,285ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion-$14,100ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$14,100TotalIncomeProducingActyAmt

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)
CategoryACCOUNTANT FEESCategoryTxt
Amt$5,820Amt
Net Investment Income$2,910NetInvestmentIncomeAmt
Disbursements Charitable Prps$3,035DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (2 entries)

PropertyPropertyDescAcquiredAcquiredDtCost Or Other BasisCostOrOtherBasisAmtComputation MethodComputationMethodTxtLifeLifeRtCurrent Year ExpenseCurrentYearExpenseAmtNet Investment IncomeNetInvestmentIncomeAmt
EQUIPMENT2015-06-30$1,427SL7.000000000000$204$0
SC PROPERTY2007-07-30$247,000SL40.000000000000$6,175$6,175

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondUBS INVESTMENTSBondNm
EOY Book Value$203,124EOYBookValueAmt
EOYFMV$203,124EOYFMVAmt

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp

FieldValueIRS element (for citing)
Category Or ItemEQUIPMENTCategoryOrItemTxt
Cost Or Other Basis$1,427CostOrOtherBasisAmt
Accumulated Depreciation$204AccumulatedDepreciationAmt
Book Value$1,223BookValueAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$690LegalFeesAmt
Net Investment Income$345NetInvestmentIncomeAmt
Disbursements Charitable Prps$345DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescPROGRAMMATIC INVESTMENT-RETURN OF THE PRODIGAL SONDesc
BOY Book Value$350,000BOYBookValueAmt
EOY Book Value$350,000EOYBookValueAmt
EOYFMV$350,000EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BOOK PRODUCTION COSTS$212$0$212
OFFICE EXPENDITURES$1,698$0$1,698
BANK FEES$90$0$90
ANNUAL REPORT$520$520$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
BOOK SALES$53$53$53
INTEREST RECEIVED ON LOANS$132$132$132

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAINSDesc
Amt$40,023Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$2,238Amt
Net Investment Income$2,238NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCd
JEAN KINGSTON
16 CHESTNUT STREETWINCHESTERMA01890
JOHN KINGSTON
16 CHESTNUT STREETWINCHESTERMA01890

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISECategoryTxt
Amt$172Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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