BETA

SWORD AND SPOON FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
SWORD AND SPOON FOUNDATION (EIN 20-7494902)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-11-14
IRS object ID
201803189349103290
Schema version
2017v2.3
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)
Return2018-11-14T18:15:52-06:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

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 Begin2017-01-01TaxPeriodBeginDt

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
Signature2018-11-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSARAH RIFAI CPAPreparerPersonNm
PTINP01286234PTIN
Phone7813803520PhoneNum
Preparation2018-11-10PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address70.91.219.129IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-11-12IPDt
IP Tm11:38:51IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id157034D1B6F84786E834060B4F665E3CB85D6A28AtSubmissionCreationDeviceId
At Submission Filing Device Id157034D1B6F84786E834060B4F665E3CB85D6A28AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,883,674FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$8,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$10,822DividendsRevAndExpnssAmt
Dividends Net Invst Incm$10,822DividendsNetInvstIncmAmt
Gross Rents Rev And Expnss$15,600GrossRentsRevAndExpnssAmt
Gross Rents Net Invst Incm$15,600GrossRentsNetInvstIncmAmt
Net Rental Income Or Loss-$2,651NetRentalIncomeOrLossAmt
Net Gain Sale Ast Rev And Expnss$17,419NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$389,946GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$17,419CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$7,232OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$7,232OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$59,073TotalRevAndExpnssAmt
Total Net Invst Incm$51,073TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$13,750CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$3,438CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$10,313CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$1,968LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$5,740LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$5,975AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,988AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$4,799AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$18,000OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$18,000OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss$5,601InterestRevAndExpnssAmt
Interest Net Invst Incm$5,601InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$565TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$6,379DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Occupancy Rev And Expnss$12,076OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$12,076OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$0OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$4,101TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$4,101TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$9,763OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$466OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$9,637OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$78,178TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$24,569TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$52,590TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$233,796ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$218,496ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$311,974TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$24,569TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$271,086TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$252,901ExcessRevenueOverExpensesAmt
Net Investment Income$26,504NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$24,681CashBOYAmt
Cash EOY$4,913CashEOYAmt
Cash EOYFMV$4,913CashEOYFMVAmt
Acct Rcvbl$1,980AcctRcvblAmt
Acct Rcvbl BOY$2,082AcctRcvblBOYAmt
Acct Rcvbl EOY$1,980AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$1,980AcctRcvblEOYFMVAmt
Pledges Rcvbl$102,889PledgesRcvblAmt
Pledges Rcvbl BOY$256,420PledgesRcvblBOYAmt
Pledges Rcvbl EOY$102,889PledgesRcvblEOYAmt
Pledges Rcvbl EOYFMV$102,889PledgesRcvblEOYFMVAmt
Other Nts And Loans Rcvbl$478,244OtherNtsAndLoansRcvblAmt
Other Rcvbl Allwnc Dbtfl Acct$0OtherRcvblAllwncDbtflAcctAmt
Other Nts And Loans Rcvbl BOY$473,204OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$478,244OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$478,244OtherNtsAndLoansRcvblEOYFMVAmt
Prepaid Expenses BOY$3,835PrepaidExpensesBOYAmt
Prepaid Expenses EOY$3,305PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$3,305PrepaidExpensesEOYFMVAmt
Corporate Stock BOY$300,000CorporateStockBOYAmt
Corporate Stock EOY$300,000CorporateStockEOYAmt
Corporate Stock EOYFMV$300,000CorporateStockEOYFMVAmt
Corporate Bonds BOY$778,704CorporateBondsBOYAmt
Corporate Bonds EOY$384,295CorporateBondsEOYAmt
Corporate Bonds EOYFMV$384,295CorporateBondsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$248,427LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$6,379LandBldgEquipAccumDeprecAmt
Land BOY$248,427LandBOYAmt
Land EOY$242,048LandEOYAmt
Land EOYFMV$242,048LandEOYFMVAmt
Other Assets BOY$315,000OtherAssetsBOYAmt
Other Assets EOY$366,000OtherAssetsEOYAmt
Other Assets EOYFMV$366,000OtherAssetsEOYFMVAmt
Total Assets BOY$2,402,353TotalAssetsBOYAmt
Total Assets EOY$1,883,674TotalAssetsEOYAmt
Total Assets EOYFMV$1,883,674TotalAssetsEOYFMVAmt
Accounts Payable BOY$8,395AccountsPayableBOYAmt
Accounts Payable EOY$5,925AccountsPayableEOYAmt
Grants Payable EOY$15,300GrantsPayableEOYAmt
Loans From Officers BOY$4,200LoansFromOfficersBOYAmt
Mortgages And Notes Payable BOY$405,857MortgagesAndNotesPayableBOYAmt
Mortgages And Notes Payable EOY$95,708MortgagesAndNotesPayableEOYAmt
Total Liabilities BOY$418,452TotalLiabilitiesBOYAmt
Total Liabilities EOY$116,933TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$1,983,901UnrestrictedBOYAmt
Unrestricted EOY$1,766,741UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$1,983,901TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,766,741TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,402,353TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,883,674TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,983,901TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$252,901ExcessRevenueOverExpensesAmt
Other Increases$35,741OtherIncreasesAmt
Subtotal$1,766,741SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,766,741TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
UBS 84167P2017-01-012017-12-31$155,489$147,145$8,344$8,344
UBS 84167P2017-01-012017-12-31$17,913$14,422$3,491$3,491
UBS 83856P2017-01-012017-12-31$216,544$210,960$5,584$5,584
FieldValueIRS element (for citing)
Capital Gain Net Income$17,419CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$1,001,973AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,956,307NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.338927DistributionYr1Rt
Adjusted Qlfy Distri Yr2$827,381AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$4,050,858NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.204248DistributionYr2Rt
Adjusted Qlfy Distri Yr3$778,039AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,782,338NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.279635DistributionYr3Rt
Adjusted Qlfy Distri Yr4$599,353AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,953,642NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.306788DistributionYr4Rt
Adjusted Qlfy Distri Yr5$378,218AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,788,330NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.211492DistributionYr5Rt
Total Distribution1.341090TotalDistributionRt
Average Distribution0.268218AverageDistributionRt
Net Vl Noncharitable Assets$1,995,079NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$535,116AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$265NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$535,381AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$271,086QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$530InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$530SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$530TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,835EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$3,835TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$3,305OverpaymentAmt
Applied To ES Tax$3,305AppliedToESTaxAmt
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

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$480,382AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$44,234AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$1,500,845FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,025,461TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,025,461AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$30,382CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,995,079NetVlNoncharitableAssetsAmt
Minimum Investment Return$99,754MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$99,754MinimumInvestmentReturnAmt
Tax Based On Investment Income$530TaxBasedOnInvestmentIncomeAmt
Total Tax$530TotalTaxAmt
Distributable Before Adj$99,224DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$99,224DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$99,224DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$271,086ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$271,086QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$271,086AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$99,224DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$291,220ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$486,540ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$640,325ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$625,519ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$855,676ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$2,899,280TotalExcessDistributionCyovAmt
Qualifying Distributions$271,086QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$99,224AppliedToCurrentYearAmt
Remaining Distri From Corpus$171,862RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$3,071,142TotalCorpusAmt
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$291,220ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$2,779,922ExcessDistriCyovToNextYrAmt
Excess From Year4$486,540ExcessFromYear4Amt
Excess From Year3$640,325ExcessFromYear3Amt
Excess From Year2$625,519ExcessFromYear2Amt
Excess From Year1$855,676ExcessFromYear1Amt
Excess From Current Year$171,862ExcessFromCurrentYearAmt

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 (22 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BELMONT HILL SCHOOL
350 PROSPECT STREETBELMONTMA02478PUBLIC CHARITYOPERATIONS$3,230
BEST BUDDIES INTERNATIONAL INC
100 SOUTHEAST 2ND ST SUITE 2200MIAMIFL33131PUBLIC CHARITYOPERATIONS$250
CAMPUS CRUSADE FOR CHRISTIANS
100 LAKE HART DRIVEORLANDOFL32832PUBLIC CHARITYOPERATIONS$1,800
GLEN DOHERTY MEMORIAL FOUNDATION
PO BOX 716MARBLEHEADMA01945PUBLIC CHARITYOPERATIONS$500
INTERVARSITY CHRISTIAN FELLOWSHIP
PO BOX 7895MADISONWI53707PUBLIC CHARITYOPERATIONS$3,300
LEADERSHIP TRANSFORMATIONS
PO BOX 338LEXINGTONMA02420PUBLIC CHARITYOPERATIONS$5,000
NATIONAL ASSOCIATION FOR THE ADVANCMENT OF COLORED PEOPLE
4805 MOUNT HOPE DRBALTIMOREMD21215PUBLIC CHARITYOPERATIONS$5,000
NATIONAL CHRISTIAN FOUNDATION
111625 RAINWATER DRIVE SUITE 500ALPHARETTAGA30009PUBLIC CHARITYOPERATIONS$5,400
NEW CITY ARTS INITIATIVE
PO BOX 1293CHARLOTTESVILLEVA22902PUBLIC CHARITYOPERATIONS$2,000
PATRICK'S PROMISE FOUNDATION
33 LEACH LNNATICKMA01760PUBLIC CHARITYOPERATIONS$600
PHILANTHROPY ROUNDTABLE
1120 20TH STREET SUITE 550 SOUTHWASHINGTONDC20036PUBLIC CHARITYOPERATIONS$1,000
PIONEER INSTITUTE
185 DEVONSHIRE STREET SUITE 1101BOSTONMA02110PUBLIC CHARITYOPERATIONS$91,750
RFK CHILDREN'S ACTION CORPS
11 BEACON STREET SUITE 820BOSTONMA02108PUBLIC CHARITYOPERATIONS$10,300
RODMAN RIDE FOR KIDS
100 LEGENDS WAYBOSTONMA02114PUBLIC CHARITYOPERATIONS$250
SACHEM YOUTH BASEBALLSOFTBALL ASSOCIATION
PO BOX 612WINCHESTERMA01890PUBLIC CHARITYOPERATIONS$300
TENEO INC
2605 W 8TH STAUSTINTX78703PUBLIC CHARITYOPERATIONS$5,000
THE AND CAMPAIGN
1780 MADRONA STREETATLANTAGA30318PUBLIC CHARITYOPERATIONS$40,000
THE AXIOM PROJECT INC
1420 MYERS STREETOROVILLECA95965PUBLIC CHARITYOPERATIONS$5,000
THE BASE
11 WALNUT PARKROXBURYMA02119PUBLIC CHARITYOPERATIONS$10,000
THINK OF US
318 W BROAD STRICHMONDVA23220PUBLIC CHARITYOPERATIONS$20,000
WINCHESTER FOUNDATION FOR EDUCATIONAL EXCELLENCE
21 CHURCH STWINCHESTERMA01890PUBLIC CHARITYOPERATIONS$1,500
WORLD VISION
PO BOX 9716FEDERAL WAYWA98063PUBLIC CHARITYOPERATIONS$6,316
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$218,496TotalGrantOrContriPdDurYrAmt
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$10,822ExclusionAmt

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

FieldValueIRS element (for citing)
Exclusion16ExclusionCd
Exclusion-$2,651ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$7,232ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$17,419ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$32,822ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$32,822TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1JEAN KINGSTONBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line116 CHESTNUT STREETAddressLine1Txt
CityWINCHESTERCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01890ZIPCd
FieldValueIRS element (for citing)
Total Contributions$8,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTANT FEESCategoryTxt
Amt$5,975Amt
Net Investment Income$2,988NetInvestmentIncomeAmt
Disbursements Charitable Prps$4,799DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (2 entries)

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

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondUBS INVESTMENTSBondNm
EOY Book Value$384,295EOYBookValueAmt
EOYFMV$384,295EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockEASTERLY ACQUISITION CORPStockNm
EOY Book Value$300,000EOYBookValueAmt
EOYFMV$300,000EOYFMVAmt

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)
CategoryLEGALCategoryTxt
Legal Fees$1,968LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$5,740DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
PROGRAMMATIC INVESTMENT-RETURN OF THE PRODIGAL SON$291,000$342,000$342,000
PROGRAMMATIC INVESTMENT-BOSTON MEDIA NETWORKS$24,000$24,000$24,000

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CHARITABLE EVENT COSTS$2,731$0$2,731
INSURANCE EXPENSE$1,370$0$1,711
OFFICE EXPENDITURES$1,084$0$1,083
BANK FEES$2,710$0$2,710
PAYROLL PROCESSING FEES$423$106$317
PAYROLL TAXES$1,445$360$1,085

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
INTEREST RECEIVED ON LOANS$6,940$6,940$6,940
OTHER INVESTMENT INCOME$292$292$292

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAINDesc
Amt$35,741Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CONSULTING$10,000$0$10,000
OTHER PROFESSIONAL FEES$8,000$0$8,000

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$565Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.