SWORD AND SPOON FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- SWORD AND SPOON FOUNDATION (EIN 20-7494902)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-15
- IRS object ID
- 201943199349102779
- Schema version
- 2018v3.1
- 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 Bonds Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-15T11:45:54-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043097400 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KEVIN P MARTIN ASSOCIATES PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 FORBES WEST | AddressLine1Txt |
| City | BRAINTREE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02184 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | 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 | 7818562035 | 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 |
| Phone | 7818562035 | PhoneNum |
| Signature | 2019-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOLANTA TUCK CPA | PreparerPersonNm |
| PTIN | P01340068 | PTIN |
| Phone | 7813803520 | PhoneNum |
| Preparation | 2019-11-12 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 70.91.219.129 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-14 | IPDt |
| IP Tm | 10:16:13 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 157034D1B6F84786E834060B4F665E3CB85D6A28 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 998CA6B53565BAA369034A5D283D257FCC86B360 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,473,788 | 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 | $1,500 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $7,474 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,474 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $16,900 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $16,900 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $3,549 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | -$111,316 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $212,683 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,328 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,328 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | -$84,114 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $25,702 | 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 |
| Accounting Fees Rev And Expnss | $6,525 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,263 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,250 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,184 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,184 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $434 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $434 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $129 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $6,379 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $6,175 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $7,176 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $7,176 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $26,756 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $26,756 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $49,583 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $19,232 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $30,006 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $105,438 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $98,489 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $155,021 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $19,232 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $128,495 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$239,135 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,470 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,913 | CashBOYAmt |
| Cash EOY | $104,312 | CashEOYAmt |
| Cash EOYFMV | $104,312 | CashEOYFMVAmt |
| Acct Rcvbl | $4,487 | AcctRcvblAmt |
| Acct Rcvbl BOY | $1,980 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $4,487 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $4,487 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl BOY | $102,889 | PledgesRcvblBOYAmt |
| Other Nts And Loans Rcvbl | $558,913 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $478,244 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $558,913 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $558,913 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $3,305 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $3,176 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $3,176 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $300,000 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $384,295 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $217,231 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $217,231 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $248,427 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $12,758 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $242,048 | LandBOYAmt |
| Land EOY | $235,669 | LandEOYAmt |
| Land EOYFMV | $235,669 | LandEOYFMVAmt |
| Other Assets BOY | $366,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $350,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $350,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,883,674 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,473,788 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,473,788 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $5,925 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $1,077 | AccountsPayableEOYAmt |
| Grants Payable BOY | $15,300 | GrantsPayableBOYAmt |
| Loans From Officers EOY | $411 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable BOY | $95,708 | MortgagesAndNotesPayableBOYAmt |
| Total Liabilities BOY | $116,933 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,488 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,766,741 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,472,300 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,766,741 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,472,300 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,883,674 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,473,788 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,766,741 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$239,135 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,527,606 | SubtotalAmt |
| Other Decreases | $55,306 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,472,300 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|---|---|
| BOSTON MEDIA NETWORKS | P | 2018-01-01 | 2018-12-31 | $23,999 | -$23,999 | -$23,999 | |
| EASTERLY ACQUISITION | P | 2018-01-01 | 2018-12-31 | $300,000 | -$90,000 | -$90,000 | $210,000 |
| UBS 84167 | P | 2018-01-01 | 2018-12-31 | $2,683 | $2,683 | $2,683 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$111,316 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $271,086 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,995,079 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.135877 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,001,973 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,956,307 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.338927 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $827,381 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,050,858 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.204248 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $778,039 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,782,338 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.279635 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $599,353 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,953,642 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.306788 | DistributionYr5Rt |
| Total Distribution | 1.265475 | TotalDistributionRt |
| Average Distribution | 0.253095 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,450,644 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $367,151 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $65 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $367,216 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $128,495 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $129 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $129 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $129 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,305 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,305 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,176 | OverpaymentAmt |
| Applied To ES Tax | $3,176 | 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 | MA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | SC | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.SWORDANDSPOON.ORG | 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 | 7818562035 | 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 | 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 | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| JOHN KINGSTON | ||||||||
| 52 WALTHAM STREET | LEXINGTON | MA | 02421 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| JEAN KINGSTON | ||||||||
| 52 WALTHAM STREET | LEXINGTON | MA | 02421 | TRUSTEE | 2.00 | $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 | $264,018 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $43,650 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,165,067 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,472,735 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,472,735 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $22,091 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,450,644 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $72,532 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $72,532 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $129 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $129 | TotalTaxAmt |
| Distributable Before Adj | $72,403 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $72,403 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $72,403 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $128,495 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $128,495 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $128,495 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $72,403 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $486,540 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $640,325 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $625,519 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $855,676 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $171,862 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,779,922 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $128,495 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $72,403 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $56,092 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,836,014 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $486,540 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,349,474 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $640,325 | ExcessFromYear4Amt |
| Excess From Year3 | $625,519 | ExcessFromYear3Amt |
| Excess From Year2 | $855,676 | ExcessFromYear2Amt |
| Excess From Year1 | $171,862 | ExcessFromYear1Amt |
| Excess From Current Year | $56,092 | 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 (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BOSTON ARTS ACADEMY FOUNDATION | ||||||
| 45 TEMPLE PLACE 4TH FLOOR | BOSTON | MA | 02111 | PUBLIC CHARITY | OPERATIONS | $2,500 |
| BOY SCOUTS OF AMERICA | ||||||
| 60 DARLIN ST | EAST HARTFORD | CT | 06108 | PUBLIC CHARITY | OPERATIONS | $500 |
| BRIDGEWATER STATE UNIVERSITY FOUNDATION | ||||||
| 26 SUMMER ST | BRIDGEWATER | MA | 02325 | PUBLIC CHARITY | PROFESSOR KATHLEEN SEVIGNY SCHOLARSHIP FUND | $1,500 |
| CAMPUS CRUSADE FOR CHRISTIANS | ||||||
| 100 LAKE HART DRIVE | ORLANDO | FL | 32832 | PUBLIC CHARITY | OPERATIONS | $1,800 |
| CAPE COD CHILD DEVELOPMENT | ||||||
| 83 PEARL STREET | HYANNIS | MA | 02601 | PUBLIC CHARITY | OPERATIONS | $250 |
| CHANDLER MAGNET ELEMENTARY | ||||||
| 525 CHANDLER STREET | WORCESTER | MA | 01602 | GOVERNMENT | OPERATIONS | $500 |
| FELLOWSHIP OF CHRISTIANS IN UNIVERSITIES & SCHOOLS (FOCUS) | ||||||
| PO BOX 1027 | NEW CANAAN | CT | 06840 | PUBLIC CHARITY | OPERATIONS | $2,500 |
| GOOD SPORTS INC | ||||||
| 1515 WASHINGTON STREET SUITE 300 | BRAINTREE | MA | 02184 | PUBLIC CHARITY | OPERATIONS | $2,500 |
| HABITAT FOR HUMANITY METROWEST GREATER WORCESTER INC | ||||||
| 640 LINCOLN ST | WORCESTER | MA | 01605 | PUBLIC CHARITY | OPERATIONS | $1,000 |
| INTERVARSITY CHRISTIAN FELLOWSHIP | ||||||
| PO BOX 7895 | MADISON | WI | 53707 | PUBLIC CHARITY | OPERATIONS | $3,600 |
| LEADERSHIP TRANSFORMATIONS | ||||||
| PO BOX 338 | LEXINGTON | MA | 02420 | PUBLIC CHARITY | OPERATIONS | $5,000 |
| MICHAEL J FOX FOUNDATION | ||||||
| GRAND CENTRAL STATION PO BOX 4777 | NEW YORK | NY | 10163 | PUBLIC CHARITY | OPERATIONS | $500 |
| PHILANTHROPY ROUNDTABLE | ||||||
| 1120 20TH STREET SUITE 550 SOUTH | WASHINGTON | DC | 20036 | PUBLIC CHARITY | OPERATIONS | $2,100 |
| SWORD & SPOON WORKSHOP | ||||||
| 52 WALTHAM STREET | LEXINGTON | MA | 02421 | PUBLIC CHARITY | OPERATIONS | $53,023 |
| THE LEADERSHIP CONNECTION | ||||||
| 3 MOUNT LEBANON STREET | PEPPERELL | MA | 01463 | PUBLIC CHARITY | OPERATIONS | $1,000 |
| WINCHESTER FIELD DEVELOPMENT COUNCIL | ||||||
| 11 PILGRIM DRIVE | WINCHESTER | MA | 01890 | PUBLIC CHARITY | OPERATIONS | $20,000 |
| WORLD VISION | ||||||
| PO BOX 9716 | FEDERAL WAY | WA | 98063 | PUBLIC CHARITY | OPERATIONS | $3,816 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $102,089 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,474 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $3,549 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,328 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$111,316 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$98,965 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$98,965 | 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 | ACCOUNTANT FEES | CategoryTxt |
| Amt | $6,525 | Amt |
| Net Investment Income | $3,263 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,250 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | UBS INVESTMENTS | BondNm |
| EOY Book Value | $217,231 | EOYBookValueAmt |
| EOYFMV | $217,231 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PROGRAMMATIC INVESTMENT-RETURN OF THE PRODIGAL SON | $342,000 | $350,000 | $350,000 |
| PROGRAMMATIC INVESTMENT-BOSTON MEDIA NETWORKS | $24,000 | $0 | $0 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSSES | Desc |
| Amt | $55,306 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BOOK PRODUCTION COSTS | $24,089 | $0 | $24,089 |
| INSURANCE EXPENSE | $1,414 | $0 | $1,414 |
| OFFICE EXPENDITURES | $308 | $0 | $308 |
| BANK FEES | $945 | $0 | $945 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| INTEREST RECEIVED ON LOANS | $731 | $731 | $731 |
| OTHER INVESTMENT INCOME | $217 | $217 | $217 |
| BOOK SALES | $380 | $380 | $380 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $2,184 | Amt |
| Net Investment Income | $2,184 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| JEAN KINGSTON | |||
| 16 CHESTNUT STREET | WINCHESTER | MA | 01890 |
| JOHN KINGSTON | |||
| 16 CHESTNUT STREET | WINCHESTER | MA | 01890 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE | CategoryTxt |
| Amt | $129 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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