SWORD AND SPOON FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- SWORD AND SPOON FOUNDATION (EIN 20-7494902)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-13
- IRS object ID
- 201733179349102233
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees 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 | 2017-11-13T17:17:43-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | 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 | 2017-11-10 | 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 | 2017-11-10 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 72.93.210.10 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-10 | IPDt |
| IP Tm | 09:22:55 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 0008D4A23B6D6EC2EF50B674881025AF20BAB983 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 2BEFDC6BDC96FAE587A5D8EE1472B3DB0E40ACA5 | 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 | $2,402,353 | 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 | $250 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $33,523 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $33,523 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $15,600 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $15,600 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $8,406 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $44,099 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,913,085 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $44,099 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $20,950 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $20,950 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $114,422 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $114,172 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $30,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $7,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $22,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,062 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,062 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $11,306 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,653 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $7,076 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $52,210 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,621 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $40,817 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $9,356 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $9,356 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,690 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $7,194 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $7,194 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $3,613 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,613 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $49,230 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $950 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $48,040 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $166,661 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $38,274 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $124,108 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $878,624 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $878,624 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,045,285 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $38,274 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,002,732 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$930,863 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $75,898 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $49,279 | CashBOYAmt |
| Cash EOY | $24,681 | CashEOYAmt |
| Cash EOYFMV | $24,681 | CashEOYFMVAmt |
| Acct Rcvbl | $2,082 | AcctRcvblAmt |
| Acct Rcvbl EOY | $2,082 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $2,082 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl | $256,420 | PledgesRcvblAmt |
| Pledges Rcvbl BOY | $332,965 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $256,420 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $256,420 | PledgesRcvblEOYFMVAmt |
| Other Nts And Loans Rcvbl | $473,204 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $436,045 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $473,204 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $473,204 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $5,275 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $3,835 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $3,835 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $300,000 | CorporateStockBOYAmt |
| Corporate Stock EOY | $300,000 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $300,000 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,710,312 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $778,704 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $778,704 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $248,427 | LandBldgEquipCostOrOtherBssAmt |
| Land BOY | $248,427 | LandBOYAmt |
| Land EOY | $248,427 | LandEOYAmt |
| Land EOYFMV | $248,427 | LandEOYFMVAmt |
| Other Assets BOY | $269,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $315,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $315,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,351,303 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,402,353 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,402,353 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $6,793 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $8,395 | AccountsPayableEOYAmt |
| Loans From Officers BOY | $1,300 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $4,200 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable BOY | $427,875 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $405,857 | MortgagesAndNotesPayableEOYAmt |
| Total Liabilities BOY | $435,968 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $418,452 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $2,915,335 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,983,901 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,915,335 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,983,901 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,351,303 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,402,353 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,915,335 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$930,863 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,984,472 | SubtotalAmt |
| Other Decreases | $571 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,983,901 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| UBS 83856 | P | 2016-01-01 | 2016-12-31 | $68,360 | $72,982 | -$4,622 | -$4,622 |
| UBS 83856 | P | 2015-01-01 | 2016-12-31 | $351,626 | $385,126 | -$33,500 | -$33,500 |
| UBS 84167 | P | 2016-01-01 | 2016-12-31 | $955,453 | $960,494 | -$5,041 | -$5,041 |
| UBS 84167 | P | 2015-01-01 | 2016-12-31 | $537,627 | $450,384 | $87,243 | $87,243 |
| UBS 83856 - CAPITAL GAIN DISTRIBUTION | P | 2016-01-01 | 2016-12-31 | $17 | $17 | $17 | |
| UBS 84167 - CAPITAL GAIN DISTRIBUTION | P | 2016-01-01 | 2016-12-31 | $2 | $2 | $2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $44,099 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $827,381 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,050,858 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.204248 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $778,039 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,782,338 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.279635 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $599,353 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,953,642 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.306788 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $378,218 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,788,330 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.211492 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $361,873 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,811,725 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.199739 | DistributionYr5Rt |
| Total Distribution | 1.201902 | TotalDistributionRt |
| Average Distribution | 0.240380 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,956,307 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $710,637 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $759 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $711,396 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,002,732 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $759 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $759 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $759 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,594 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,594 | TotalPaymentsAndCreditsAmt |
| Overpayment | $3,835 | OverpaymentAmt |
| Applied To ES Tax | $3,835 | 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 |
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 | $1,370,043 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $32,316 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,598,968 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,001,327 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,001,327 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $45,020 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,956,307 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $147,815 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $147,815 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $759 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $759 | TotalTaxAmt |
| Distributable Before Adj | $147,056 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $147,056 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $147,056 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,002,732 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,002,732 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $759 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,001,973 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $147,056 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $273,228 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $291,220 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $486,540 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $640,325 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $625,519 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,316,832 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,002,732 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $147,056 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $855,676 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,172,508 | 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 | $273,228 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,899,280 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $291,220 | ExcessFromYear4Amt |
| Excess From Year3 | $486,540 | ExcessFromYear3Amt |
| Excess From Year2 | $640,325 | ExcessFromYear2Amt |
| Excess From Year1 | $625,519 | ExcessFromYear1Amt |
| Excess From Current Year | $855,676 | 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 (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| 15-40 CONNECTION | ||||||
| 53 OTIS ST | WESTBOROUGH | MA | 01581 | PUBLIC CHARITY | OPERATIONS | $500 |
| AMERICAN ENTERPRISE INSTITUTE | ||||||
| 1150 SEVENTEENTH STREET NW | WASHINGTON | DC | 20036 | PUBLIC CHARITY | OPERATIONS | $33,600 |
| BATES COLLEGE FUND | ||||||
| 2 ANDREWS ROAD | LEWISTON | ME | 04240 | PUBLIC CHARITY | OPERATIONS | $10,000 |
| BELMONT HILL SCHOOL | ||||||
| 350 PROSPECT STREET | BELMONT | MA | 02478 | PUBLIC CHARITY | OPERATIONS | $3,688 |
| BETHEL AME CHURCH | ||||||
| 40 WALK HILL STREET | BOSTON | MA | 02130 | PUBLIC CHARITY | OPERATIONS | $25,000 |
| CAMPUS CRUSADE FOR CHRIST | ||||||
| 100 LAKE HART DRIVE | ORLANDO | FL | 32832 | PUBLIC CHARITY | OPERATIONS | $2,100 |
| COMMITTEE FOR A RESPONSIBLE FEDERAL BUDGET | ||||||
| 1900 M STREET NW SUITE 850 | WASHINGTON | DC | 20036 | PUBLIC CHARITY | OPERATIONS | $2,500 |
| CORE FELLOWSHIP | ||||||
| 2829 CRESTHAVEN DRIVE | GRAPEVINE | TX | 76051 | PUBLIC CHARITY | OPERATIONS | $30,000 |
| EDUCATE ME | ||||||
| 1613 E STREET SE | WASHINGTON | DC | 20003 | PUBLIC CHARITY | OPERATIONS | $5,000 |
| FOCUS MINISTRIES | ||||||
| PO BOX 2014 | ELMHURST | IL | 60126 | PUBLIC CHARITY | OPERATIONS | $5,000 |
| GORDON COLLEGE | ||||||
| 255 GRAPEVINE ROAD | WENHAM | MA | 01984 | PUBLIC CHARITY | OPERATIONS | $2,500 |
| INTERVARSITY CHRISTIAN FELLOWSHIP | ||||||
| PO BOX 7895 | MADISON | WI | 53707 | PUBLIC CHARITY | OPERATIONS | $5,700 |
| LEADERSHIP TRAINING INSTITUTE | ||||||
| 50 CLINTON STREET | HEMPSTEAD | NY | 11550 | PUBLIC CHARITY | OPERATIONS | $25,000 |
| NATIONAL CHRISTIAN FOUNDATION | ||||||
| 111625 RAINWATER DRIVE SUITE 500 | ALPHARETTA | GA | 30009 | PUBLIC CHARITY | OPERATIONS | $1,000 |
| PATRICK'S PROMISE FOUNDATION | ||||||
| 33 LEACH LN | NATICK | MA | 01760 | PUBLIC CHARITY | OPERATIONS | $500 |
| PRESTIGE LEARNING INSTITUE | ||||||
| 9119 HIGHWAY 6 SUITE 230 367 | MISSOURI CITY | TX | 77459 | PUBLIC CHARITY | OPERATIONS | $25,000 |
| RODMAN RIDE FOR KIDS | ||||||
| 100 LEGENDS WAY | BOSTON | MA | 02114 | PUBLIC CHARITY | OPERATIONS | $1,000 |
| SIXSEEDS INC | ||||||
| 52 WALTHAM STREEET | LEXINGTON | MA | 02421 | PUBLIC CHARITY | OPERATIONS | $100,000 |
| SQUASHBUSTERS | ||||||
| 795 COLUMBUS AVE | ROXBURY CROSSING | MA | 02120 | PUBLIC CHARITY | OPERATIONS | $2,000 |
| STRAIGHT AHEAD MINISTRIES | ||||||
| 1 MUNROE STREET | LYNN | MA | 01901 | PUBLIC CHARITY | OPERATIONS | $2,500 |
| SWORD & SPOON WORKSHOP | ||||||
| 52 WALTHAM STREET | LEXINGTON | MA | 02421 | PUBLIC CHARITY | OPERATIONS | $501,468 |
| THE LEADERSHIP CONNECTION | ||||||
| 3 MOUNT LEBANON STREET | PEPPERELL | MA | 01463 | PUBLIC CHARITY | OPERATIONS | $25,000 |
| THE SPORTS MUSEUM RIDE | ||||||
| 10 LINCOLN ROAD | FOXBORO | MA | 02035 | PUBLIC CHARITY | OPERATIONS | $2,500 |
| THE VERITAS FORUM | ||||||
| 100 LEGENDS WAY | BOSTON | MA | 02114 | PUBLIC CHARITY | OPERATIONS | $26,116 |
| WINCHESTER FOUNDATION FOR EDUCATIONAL EXCELLENCE | ||||||
| 21 CHURCH ST | WINCHESTER | MA | 01890 | PUBLIC CHARITY | OPERATIONS | $5,000 |
| WINCHESTER SOCCER CLUB | ||||||
| PO BOX 421 | WINCHESTER | MA | 01890 | PUBLIC CHARITY | OPERATIONS | $32,136 |
| 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 | $878,624 | 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 | $33,523 | ExclusionAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $8,406 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $20,950 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $44,099 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $106,978 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $106,978 | 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 | $11,306 | Amt |
| Net Investment Income | $5,653 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,076 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | UBS INVESTMENTS | BondNm |
| EOY Book Value | $778,704 | EOYBookValueAmt |
| EOYFMV | $778,704 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EASTERLY ACQUISITION CORP | StockNm |
| EOY Book Value | $300,000 | EOYBookValueAmt |
| EOYFMV | $300,000 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $2,062 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,062 | DisbursementsCharitablePrpsAmt |
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 | $245,000 | $291,000 | $291,000 |
| PROGRAMMATIC INVESTMENT-BOSTON MEDIA NETWORKS | $24,000 | $24,000 | $24,000 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $571 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CHARITABLE EVENT COSTS | $22,404 | $0 | $22,404 |
| INSURANCE EXPENSE | $1,761 | $0 | $1,421 |
| OFFICE EXPENDITURES | $1,286 | $0 | $1,386 |
| BANK FEES | $7,399 | $0 | $7,399 |
| PROGRAM SERVICE EXPENSE | $12,500 | $0 | $12,500 |
| PAYROLL PROCESSING FEES | $1,001 | $250 | $750 |
| PAYROLL TAXES | $2,798 | $700 | $2,099 |
| MISCELLANEOUS | $81 | $0 | $81 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| INTEREST RECEIVED ON LOANS | $20,682 | $20,682 | $20,682 |
| OTHER INVESTMENT INCOME | $268 | $268 | $268 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $7,621 | $7,621 | $0 |
| CONSULTING | $44,589 | $0 | $40,817 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEAN KINGSTON | PersonNm |
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 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE | CategoryTxt |
| Amt | $1,690 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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