SIDNEY A SWENSRUD FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- SIDNEY A SWENSRUD FOUNDATION (EIN 25-6050238)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-14
- IRS object ID
- 201703189349101650
- Schema version
- 2016v3.0
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-14T13:29:51-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 263753134 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ TOFIAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 56 EXCHANGE TERRACE | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02903 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 256050238 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SIDNEY A SWENSRUD FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SIDN | BusinessNameControlTxt |
| Phone | 6174230808 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O CHOATE PO BOX 961019 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02196 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NANCY S ANTHONY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6172485000 | PhoneNum |
| Signature | 2017-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TODD EISENBERG | PreparerPersonNm |
| PTIN | P00097236 | PTIN |
| Phone | 4016263200 | PhoneNum |
| Preparation | 2017-11-10 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 207.172.72.163 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-14 | IPDt |
| IP Tm | 13:38:05 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 102C1995D04F643618E9EB8F2AEF5D32C98268A5 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 86E809187223A6817BBB9E9638CBE4B8418DDC6C | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $32,478,748 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $41,886 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $124,731 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $124,731 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $605,786 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $605,786 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$972,906 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $34,652,187 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $12,212 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $42 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | -$188,291 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $730,559 | 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 |
| Legal Fees Rev And Expnss | $254 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $254 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,021 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,021 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $349,608 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $349,608 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $43,663 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $14,123 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,000 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,000 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $400,546 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $370,006 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,550,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,550,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,950,546 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $370,006 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,551,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,138,837 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $360,553 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,735,092 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,505,312 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,505,312 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl BOY | $475 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $149,388 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $9,346,716 | CorporateStockBOYAmt |
| Corporate Stock EOY | $11,355,975 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $11,756,973 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,905,563 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $8,533,155 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $8,445,195 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $20,323,603 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $10,973,105 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $10,771,268 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $34,460,837 | TotalAssetsBOYAmt |
| Total Assets EOY | $32,367,547 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $32,478,748 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $12,684,547 | CapitalStockBOYAmt |
| Capital Stock EOY | $12,684,547 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $21,776,290 | RetainedEarningBOYAmt |
| Retained Earning EOY | $19,683,000 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $34,460,837 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $32,367,547 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $34,460,837 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $32,367,547 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $34,460,837 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,138,837 | ExcessRevenueOverExpensesAmt |
| Other Increases | $45,547 | OtherIncreasesAmt |
| Subtotal | $32,367,547 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $32,367,547 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|
| FERNWOOD PARTNERSHIPS | P | $3,304 | -$3,304 | -$3,304 | |
| FERNWOOD PARTNERSHIPS | P | $830,941 | $830,941 | $830,941 | |
| MORGAN STANLEY - PUBLICLY TRADED STOCK | P | $7,478,704 | -$344,148 | -$344,148 | $7,134,556 |
| CHOATE - PUBLICLY TRADED STOCK | P | $18,646,644 | $1,767,708 | $1,767,708 | $20,414,352 |
| LOSS ON FERNWOOD PARTNERSHIPS | P | $2,652,744 | -$2,652,744 | -$2,652,744 | |
| TIFF MULTI-ASSET FUND | P | $6,843,697 | -$610,612 | -$610,612 | $6,233,085 |
| CAPITAL GAINS DIVIDENDS | P | $39,253 | $39,253 | $39,253 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$972,906 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,143,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $24,365,002 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046912 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $934,225 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $19,463,468 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047999 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $920,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $18,970,233 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048497 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,193,741 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $18,542,415 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.064379 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $611,500 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $18,573,226 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.032924 | DistributionYr5Rt |
| Total Distribution | 0.240711 | TotalDistributionRt |
| Average Distribution | 0.048142 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $32,967,512 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,587,122 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,606 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,590,728 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,551,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,211 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,211 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,211 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $38,000 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $75,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $113,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $105,789 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $105,789 | 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 |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | NANCY S ANTHONY TRUSTEE | IndividualWithBooksNm |
| Phone | 6172485000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O CHOATE HALL STEWART PO BOX | AddressLine1Txt |
| Address Line2 | 961019 | AddressLine2Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02196 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| NANCY S ANTHONY | |||||||||
| C/O CHOATE HALL STEWART PO BOX | 961019 | BOSTON | MA | 02196 | TRUSTEE | 10.00 | $0 | $0 | $0 |
| DOZIER GARDNER | |||||||||
| C/O CHOATE HALL STEWART PO BOX | 961019 | BOSTON | MA | 02196 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BNY MELLON | |||||
| 1 BOSTON PL | BOSTON | MA | 02108 | ADMIN SERVICES / INVESTMENT MGMT | $100,608 |
| FERNWOOD ADVISORS INC | |||||
| 88 BROAD STREET 2ND FL | BOSTON | MA | 02110 | ADMIN SERVICES / INVESTMENT MGMT | $93,260 |
| CHOATE | |||||
| PO BOX 961019 | BOSTON | MA | 02196 | ADMIN SERVICES / INVESTMENT MGMT | $76,685 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $31,349,353 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,120,202 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $33,469,555 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $33,469,555 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $502,043 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $32,967,512 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,648,376 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,648,376 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,211 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,211 | TotalTaxAmt |
| Distributable Before Adj | $1,641,165 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,641,165 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,641,165 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,551,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,551,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,551,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,641,165 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $14,685 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,551,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $14,685 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,536,315 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $104,850 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (37 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALLIANCE FOR SCHOOL CHOICE | ||||||||
| 1660 L STREET NW SUITE 1000 | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | EDUCATION | $10,000 | |
| BOSTON NATURE CENTER & WILDLIFE SANCTUARY | ||||||||
| 500 WALK HILL STREET | BOSTON | MA | 02126 | NONE | PUBLIC CHARITY | EDUCAITON | $50,000 | |
| BOSTON SCHOOLS FUND INC | ||||||||
| 31 HEATH STREET | BOSTON | MA | 02130 | NONE | PUBLIC CHARITY | HEALTH GENERAL | $50,000 | |
| BUILDING EXCELLENT SCHOOLS | ||||||||
| 31 MILK STREET 6TH FLOOR | BOSTON | MA | 02109 | NONE | PUBLIC CHARITY | CULTURAL ART/ MUSEUMS | $50,000 | |
| CALIFORNIANS FOR POPULATION STABILIZATION | ||||||||
| 1129 STATE STREET SUITE 3-D | SANTA BARBARA | CA | 93101 | NONE | PUBLIC CHARITY | EDUCATION | $5,000 | |
| CATHOLIC SCHOOLS FOUNDATION THE | ||||||||
| 260 FRANKLIN STREET SUITE 630 | BOSTON | MA | 02110 | NONE | PUBLIC CHARITY | HEALTH GENERAL | $20,000 | |
| CENTER FOR IMMIGRATION STUDIES | ||||||||
| 1522 K STREET NW SUITE 820 | WASHINGTON | DC | 20005 | NONE | PUBLIC CHARITY | EDUCATION | $20,000 | |
| CONSERVANCY OF SOUTHWEST FLORIDA | ||||||||
| 1450 MERRIHUE DRIVE | NAPLES | FL | 34102 | NONE | PUBLIC CHARITY | EDUCAITON POPULATION/ENVIRONMENT | $25,000 | |
| CURE ALZHEIMER'S FUND | ||||||||
| 34 WASHINGTON STREET SUITE 200 | WELLESLEY HILLS | MA | 02481 | NONE | PUBLIC CHARITY | EDUCAITON | $50,000 | |
| EPIPHANY | ||||||||
| 154 CENTRE STREET | DORCHESTER | MA | 02124 | NONE | PUBLIC CHARITY | EDUCATION -IMMIGRATION REFORM | $100,000 | |
| FEDERATION FOR AMERICAN IMMIGRATION REFORM | ||||||||
| 25 MASSACHUSETTS AVE NW SUITE 330 | WASHINGTON | DC | 20001 | NONE | PUBLIC CHARITY | CULTURAL ART/ MUSEUMS | $225,000 | |
| FUND FOR AMERICAN STUDIES | ||||||||
| 1706 NEW HAMPSHIRE AVE NW | WASHINGTON | DC | 20009 | NONE | PUBLIC CHARITY | HEALTH GENERAL | $10,000 | |
| IMMIGRATION REFORM LAW INSTITUTE | ||||||||
| 25 MASSACHUSETTS AVENUE NW SUITE | WASHINGTON | DC | 20001 | NONE | PUBLIC CHARITY | EDUCATION | $50,000 | 335 |
| LANDON SCHOOL | ||||||||
| 6101 WILSON LANE | BETHESDA | MD | 20817 | NONE | PUBLIC CHARITY | EDUCATION- IMMIGRATION REFIRM | $10,000 | |
| MANHATTAN INSTITUTE FOR POLICY RESEARCH | ||||||||
| 52 VANDERBILT AVENUE | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | EDUCATION POPULAITON/ ENVIRONMENT | $10,000 | |
| MOUNTAIN STATES LEGAL FOUNDATION | ||||||||
| 2596 SOUTH LEWIS WAY | LAKEWOOD | CO | 80227 | NONE | PUBLIC CHARITY | PUBLIC POLICY/BETTER GOVERNMENT | $10,000 | |
| MUSEUM OF SCIENCE | ||||||||
| SCIENCE PARK | BOSTON | MA | 02114 | NONE | PUBLIC CHARITY | EDUCATION- IMMIGRATION REFORM | $55,000 | |
| NAPLES BOTANICAL GARDEN | ||||||||
| 4820 BAYSHORE DRIVE | NAPLES | FL | 34112 | NONE | PUBLIC CHARITY | EDUCATION | $20,000 | |
| NATIONAL COUNCIL ON TEACHER QUALITY | ||||||||
| 1420 NEW YORK AVENUE SUITE 800 | WASHINGTON | DC | 20005 | NONE | PUBLIC CHARITY | PUBLIC POLICY/BETTER GOVERNMENT | $50,000 | |
| NEW ENGLAND LEGAL FOUNDATION | ||||||||
| 150 LINCOLN STREET | BOSTON | MA | 02111 | NONE | PUBLIC CHARITY | PUBLIC POLICY/ BETTER GOVERNMENT | $5,000 | |
| NEW VENTURE FUND -- UPSTREAM PROJECT | ||||||||
| 1201 CONNECTICUT AVENUE NW SUITE | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | CULTURAL- ART/ MUSEUMS | $250,000 | 300 |
| PHILANTHROPY ROUNDTABLE THE | ||||||||
| 1150 17TH STREET NW SUITE 503 | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | CULTURAL- ART/ MUSEUMS | $10,000 | |
| PIONEER INSTITUTE | ||||||||
| 85 DEVONSHIRE STREET 8TH FL | BOSTON | MA | 02109 | NONE | PUBLIC CHARITY | EDUCATION | $50,000 | |
| PROGRESSIVES FOR IMMIGRATION REFORM | ||||||||
| 888 16TH STREET NW SUITE 800 | WASHINGTON | DC | 20006 | NONE | PUBLIC CHARITY | PUBLIC POLICY/ BETTER GOVERNMENT | $5,000 | |
| ST ALBANS SCHOOL | ||||||||
| MOUNT ST ALBAN | WASHINGTON | DC | 20016 | NONE | PUBLIC CHARITY | HEALTH GENERAL | $10,000 | |
| ST THOMAS AQUINUS HIGH SCHOOL | ||||||||
| 197 DOVER POINT ROAD | DOVER | NH | 03820 | NONE | PUBLIC CHARITY | EDUCATION | $10,000 | |
| TEACH FOR AMERICA | ||||||||
| 60 CANAL STREET 3RD FLOOR | BOSTON | MA | 02114 | NONE | PUBLIC CHARITY | MISCELLANEOUS | $50,000 | |
| WASHINGTON LEGAL FOUNDATION | ||||||||
| 2009 MASSACHUSETTS AVENW | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | PUBLIC POLICY/ BETTER GOVERNMENT | $20,000 | |
| WILLIAM JAMES COLLEGE - THE FREEDMAN CENTER | ||||||||
| 1 WELLS AVENUE | NEWTON | MA | 02459 | NONE | PUBLIC CHARITY | EDUCATION - IMMIGRATION REFORM | $50,000 | |
| YEAR-UP | ||||||||
| 93 SUMMER STREET | BOSTON | MA | 02110 | NONE | PUBLIC CHARITY | EDUCATION | $25,000 | |
| YOUNG AMERICA'S FOUNDATION | ||||||||
| 110 ELDEN STREET | HERNDON | VA | 20170 | NONE | PUBLIC CHARITY | EDUCATION | $10,000 | |
| BPS HUMAN CAPITAL INTIATIVE (BOSTON PUBLIC SCHOOLS) | ||||||||
| 2300 WASHINGTON STREET | ROXBURY | MA | 02119 | NONE | PUBLIC CHARITY | EDUCATION | $50,000 | |
| JUDICIAL WATCH | ||||||||
| 425 THIRD STREET SW STE 800 | WASHINGTON | DC | 20024 | NONE | PUBLIC CHARITY | EDUCATION | $10,000 | |
| THE HERITAGE FOUNDATION | ||||||||
| 214 MASSACHUSETTS AVE NE | WASHINGTON | DC | 20002 | NONE | PUBLIC CHARITY | PUBLIC POLICY/ BETTER GOVERNMENT | $15,000 | |
| THE STEPPINGSTONE FOUNDATION | ||||||||
| ONE APPLETON ST 4TH FL | BOSTON | MA | 02116 | NONE | PUBLIC CHARITY | HEALTH GENERAL | $10,000 | |
| UNLOCKING POTENTIAL - UP EDUCATION NETWORK | ||||||||
| 90 CANAL STREET | BOSTON | MA | 02124 | NONE | PUBLIC CHARITY | EDUCATION | $50,000 | |
| MASSACHUSETTS HISTORICAL SOCIETY | ||||||||
| 1154 BOYLSTON STREET | BOSTON | MA | 02215 | NONE | PUBLIC CHARITY | PUBLIC POLICY/ BETTER GOVERNMENT | $100,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,550,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $124,731 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $605,786 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $42 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$972,906 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| OTHER INVESTMENT LOSS ADJUSTMENT | 14 | $147 |
| FEDERAL TAX REFUND | $12,023 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$230,177 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$230,177 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARITAL TRUST UNDER ARTICLE SIXTH OF THE STEPHEN B SWENSRUD TRUST 1994 | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O CHOATE PO BOX 961019 | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02196 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $41,886 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION | CategoryTxt |
| Amt | $6,021 | Amt |
| Net Investment Income | $6,021 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | INVESTMENTS - CORPORATE BONDS | BondNm |
| EOY Book Value | $8,533,155 | EOYBookValueAmt |
| EOYFMV | $8,445,195 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENTS - CORPORATE STOCK | StockNm |
| EOY Book Value | $11,355,975 | EOYBookValueAmt |
| EOYFMV | $11,756,973 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PARTNERSHIPS | AT COST | $2,347,807 | $2,077,967 |
| EQUITY FUNDS | AT COST | $0 | $0 |
| OTHER INVESTMENTS | AT COST | $8,625,298 | $8,693,301 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $254 | LegalFeesAmt |
| Net Investment Income | $254 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FILING FEES | Desc |
| Revenue And Expenses Per Books | $1,000 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,000 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ROYALTIES - FERNWOOD PARTNERSHIPS | $42 | $42 | $42 |
| OTHER INVESTMENT LOSS ADJUSTMENT | $147 | $147 | |
| FEDERAL TAX REFUND | $12,023 | $12,023 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TIMING DIFFERENCES | Desc |
| Amt | $45,547 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MORGAN STANLEY INVESTMENT MANAGEMENT FEES | $6,969 | $6,969 | $0 |
| CHOATE SERVICE FEES | $76,685 | $76,685 | $0 |
| OTHER INVESTMENT EXPENES | $72,086 | $72,086 | $0 |
| FAI SERVICE FEES | $93,260 | $93,260 | $0 |
| BNY MELLON SERVICE FEES | $100,608 | $100,608 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX EXPENSES | $29,540 | $0 | $0 |
| FOREIGN TAXES | $14,123 | $14,123 | $0 |
Comments