SWORD AND SPOON FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- SWORD AND SPOON FOUNDATION (EIN 20-7494902)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-14
- IRS object ID
- 201623199349102792
- Schema version
- 2015v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-14T17:20:47-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | 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 | 2016-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KENNETH DAVIN CPA | PreparerPersonNm |
| PTIN | P01280481 | PTIN |
| Phone | 7813803520 | PhoneNum |
| Preparation | 2016-11-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | 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 | $3,351,303 | 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 | $553,796 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $71,691 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $71,691 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $15,600 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $15,600 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $11,118 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | -$310,457 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $24,344 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $330,630 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $87,291 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $44,452 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $11,113 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $33,339 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $32,094 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $32,094 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $40,497 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $20,248 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $16,802 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $99,339 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $16,266 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $83,073 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $8,790 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $8,790 | InterestDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $4,482 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $4,482 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $5,256 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $5,256 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $71,063 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,139 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $69,213 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $305,973 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $53,248 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $248,567 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $578,814 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $578,814 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $884,787 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $53,248 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $827,381 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$554,157 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $34,043 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $978,696 | CashBOYAmt |
| Cash EOY | $49,279 | CashEOYAmt |
| Cash EOYFMV | $49,279 | CashEOYFMVAmt |
| Pledges Rcvbl | $332,965 | PledgesRcvblAmt |
| Pledges Rcvbl EOY | $332,965 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $332,965 | PledgesRcvblEOYFMVAmt |
| Other Nts And Loans Rcvbl | $436,045 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $140,386 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $436,045 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $436,045 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses EOY | $5,275 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $5,275 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $300,000 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $300,000 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,713,930 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,710,312 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,710,312 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $248,427 | LandBldgEquipCostOrOtherBssAmt |
| Land BOY | $247,000 | LandBOYAmt |
| Land EOY | $248,427 | LandEOYAmt |
| Land EOYFMV | $248,427 | LandEOYFMVAmt |
| Other Assets BOY | $500,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $269,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $269,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,580,012 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,351,303 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,351,303 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $40,069 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $6,793 | AccountsPayableEOYAmt |
| Loans From Officers EOY | $1,300 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $427,875 | MortgagesAndNotesPayableEOYAmt |
| Total Liabilities BOY | $40,069 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $435,968 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $3,539,943 | UnrestrictedBOYAmt |
| Unrestricted EOY | $2,915,335 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,539,943 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,915,335 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,580,012 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,351,303 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,539,943 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$554,157 | ExcessRevenueOverExpensesAmt |
| Other Increases | $14 | OtherIncreasesAmt |
| Subtotal | $2,985,800 | SubtotalAmt |
| Other Decreases | $70,465 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,915,335 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|---|---|
| SHORT TERM LOSS FROM UBS#83856 | P | 2015-01-01 | 2015-12-31 | $4,479 | -$4,479 | -$4,479 | |
| SHORT TERM LOSS FROM UBS#84167 | P | 2015-01-01 | 2015-12-31 | $30,322 | -$30,322 | -$30,322 | |
| LONG TERM LOSS FROM UBS#84167 | P | 2014-01-01 | 2015-12-31 | $22,628 | $22,628 | $22,628 | |
| LONG TERM LOSS FROM UBS#84167 | P | $1,716 | $1,716 | $1,716 | |||
| WORTHLESS INVESTMENT-PATHEOS | P | 2014-05-31 | 2015-12-31 | $300,000 | -$300,000 | -$300,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$310,457 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $778,039 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,782,338 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.279635 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $599,353 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,953,642 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.306788 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $378,218 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,788,330 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.211492 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $361,873 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,811,725 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.199739 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $585,620 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,108,979 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.528071 | DistributionYr5Rt |
| Total Distribution | 1.525725 | TotalDistributionRt |
| Average Distribution | 0.305145 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,050,858 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,236,099 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $340 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,236,439 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $827,381 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $681 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $681 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $681 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,275 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $5,275 | TotalPaymentsAndCreditsAmt |
| Overpayment | $4,594 | OverpaymentAmt |
| Applied To ES Tax | $4,594 | 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 | $1,712,121 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $513,988 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,886,437 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,112,546 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,112,546 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $61,688 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,050,858 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $202,543 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $202,543 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $681 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $681 | TotalTaxAmt |
| Distributable Before Adj | $201,862 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $201,862 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $201,862 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $827,381 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $827,381 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $827,381 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $201,862 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $532,139 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $273,228 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $291,220 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $486,540 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $640,325 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,223,452 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $827,381 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $201,862 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $625,519 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,848,971 | 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 | $532,139 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,316,832 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $273,228 | ExcessFromYear4Amt |
| Excess From Year3 | $291,220 | ExcessFromYear3Amt |
| Excess From Year2 | $486,540 | ExcessFromYear2Amt |
| Excess From Year1 | $640,325 | ExcessFromYear1Amt |
| Excess From Current Year | $625,519 | 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 (38 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| BELMONT HILL SCHOOL | |||||||
| 350 PROSPECT STREET | BELMONT | MA | 02478 | PUBLIC CHARITY | OPERATIONS | $15,000 | |
| BOSTON 2024 PARTNERSHIP INC | |||||||
| ONE MARINA PARK 10TH FLOOR | BOSTON | MA | 02210 | PUBLIC CHARITY | OPERATIONS | $25,000 | |
| COMMUNITIES UNITED | |||||||
| 63 PLEASANT STREET | WATERTOWN | MA | 02472 | PUBLIC CHARITY | OPERATIONS | $500 | |
| GLEN DOHERTY MEMORIAL FOUNDATION | |||||||
| PO BOX 716 | MARBLEHEAD | MA | 01945 | PUBLIC CHARITY | OPERATIONS | $1,000 | |
| INTERNATIONAL ARTS MOVEMENT | |||||||
| 39 WEST STREET | NEW YORK | NY | 10018 | PUBLIC CHARITY | OPERATIONS | $10,000 | |
| INTERVARSITY CHRISTIAN FELLOWSHIP | |||||||
| PO BOX 7895 | MADISON | WI | 53707 | PUBLIC CHARITY | OPERATIONS | $1,500 | |
| LEADERSHIP TRANSFORMATIONS | |||||||
| PO BOX 338 | LEXINGTON | MA | 02420 | PUBLIC CHARITY | OPERATIONS | $25,723 | |
| NATIONAL CHRISTIAN FOUNDATION | |||||||
| 111625 RAINWATER DRIVE SUITE 500 | ALPHARETTA | GA | 30009 | PUBLIC CHARITY | OPERATIONS | $1,000 | |
| PROMISE 686 | |||||||
| 4729 PEACHTREE INDUSTRIAL BOULEVARD | BERKELEY LAKE | GA | 30092 | PUBLIC CHARITY | OPERATIONS | $5,000 | SUITE 100 |
| RFK CHILDREN'S ACTION CORPS | |||||||
| 11 BEACON STREET SUITE 820 | BOSTON | MA | 02108 | PUBLIC CHARITY | OPERATIONS | $6,000 | |
| RODMAN RIDE FOR KIDS | |||||||
| 100 LEGENDS WAY | BOSTON | MA | 02114 | PUBLIC CHARITY | OPERATIONS | $3,825 | |
| SIXSEEDS INC | |||||||
| 52 WALTHAM STREEET | LEXINGTON | MA | 02421 | PUBLIC CHARITY | OPERATIONS | $69,500 | |
| THE SPORTS MUSEUM RIDE | |||||||
| 10 LINCOLN ROAD | FOXBORO | MA | 02035 | PUBLIC CHARITY | OPERATIONS | $3,000 | |
| THE VERITAS FORUM | |||||||
| 100 LEGENDS WAY | BOSTON | MA | 02114 | PUBLIC CHARITY | OPERATIONS | $25,000 | |
| THE WINCHESTER FOUNDATION ED EX | |||||||
| PO BOX 1005 | WINCHESTER | MA | 01890 | PUBLIC CHARITY | OPERATIONS | $3,000 | |
| WEDGEWOOD CIRCLE INSTITUTE | |||||||
| 5272 LYNCGATE COURT SUITE 200 | BURKE | VA | 22015 | PUBLIC CHARITY | OPERATIONS | $5,000 | |
| WORLD VISION | |||||||
| PO BOX 9716 | FEDERAL WAY | WA | 98063 | PUBLIC CHARITY | OPERATIONS | $4,356 | |
| SWORD & SPOON WORKSHOP | |||||||
| 52 WALTHAM STREET | LEXINGTON | MA | 02421 | PUBLIC CHARITY | OPERATIONS | $184,015 | |
| CAMPUS CRUSADE FOR CHRIST | |||||||
| 100 LAKE HART DRIVE | ORLANDO | FL | 32832 | PUBLIC CHARITY | OPERATIONS | $750 | |
| SACHEM YOUTH BASEBALLSOFTBALL ASSOCIATION | |||||||
| PO BOX 612 | WINCHESTER | MA | 01890 | PUBLIC CHARITY | OPERATIONS | $2,945 | |
| FOR KEEPS MINISTRIES | |||||||
| 1518 W THOMAS ST | ARLINGTON HEIGHTS | IL | 60004 | PUBLIC CHARITY | OPERATIONS | $5,000 | |
| ART HOUSE AMERICA | |||||||
| PO BOX 210878 | NASHVILLE | TN | 37221 | PUBLIC CHARITY | OPERATIONS | $20,000 | |
| WINCHESTER SOCCER CLUB | |||||||
| PO BOX 421 | WINCHESTER | MA | 01890 | PUBLIC CHARITY | OPERATIONS | $78,000 | |
| BOSTON PUBLIC LIBRARY FOUNDATION | |||||||
| 700 BOYLSTON STREET | BOSTON | MA | 02116 | PUBLIC CHARITY | OPERATIONS | $5,000 | |
| NEW CITY ARTS INITIATIVE | |||||||
| PO BOX 1293 | CHARLOTTESVILLE | VA | 22902 | PUBLIC CHARITY | OPERATIONS | $5,000 | |
| EDUCATE ME | |||||||
| 1613 E STREET SE | WASHINGTON | DC | 20003 | PUBLIC CHARITY | OPERATIONS | $7,500 | |
| THE RED SOX FOUNDATION | |||||||
| 4 YAWKEY WAY | BOSTON | MA | 02115 | PUBLIC CHARITY | OPERATIONS | $20,250 | |
| THE BOOT CAMPAIGN | |||||||
| 713 WSW LOOP 323 SHUTE H | TYLER | TX | 75701 | PUBLIC CHARITY | OPERATIONS | $10,000 | |
| FULLER THEOLOGICAL SEMINARY | |||||||
| 135 NORTH OAKLAND AVENUE | PASADENA | CA | 91182 | PUBLIC CHARITY | OPERATIONS | $5,000 | |
| FELLOWSHIP OF CHRISTIANS IN UNIVERSITIES & SCHOOLS (FOCUS) | |||||||
| PO BOX 1027 | NEW CANAAN | CT | 06840 | PUBLIC CHARITY | OPERATIONS | $5,000 | |
| PAN MASSACHUSETTS CHALLENGE | |||||||
| 77 4TH AVENUE | NEEDHAM | MA | 02494 | PUBLIC CHARITY | OPERATIONS | $700 | |
| CYSTIC FIBROSIS FOUNDATION | |||||||
| 6931 ARLINGTON RD 2ND FLOOR | BETHESDA | MD | 20814 | PUBLIC CHARITY | OPERATIONS | $250 | |
| BRAIN INJURY ASSOCIATION OF MASSACHUSETTS | |||||||
| 30 LYMAN STREET SUITE 10 | WESTBOROUGH | MA | 01581 | PUBLIC CHARITY | OPERATIONS | $500 | |
| WINCHESTER FIELD DEVELOPMENT COUNCIL | |||||||
| 11 PILGRIM DRIVE | WINCHESTER | MA | 01890 | PUBLIC CHARITY | OPERATIONS | $2,000 | |
| THE WITHERSPOON INSITUTE (FEHE) | |||||||
| 16 STOCKTON STREET | PRINCETON | NJ | 08540 | PUBLIC CHARITY | OPERATIONS | $10,000 | |
| SHOW HOPE | |||||||
| PO BOX 647 | FRANKLIN | TN | 37065 | PUBLIC CHARITY | OPERATIONS | $5,000 | |
| THE LEADERSHIP CONNECTION | |||||||
| 3 MOUNT LEBANON STREET | PEPPERELL | MA | 01463 | PUBLIC CHARITY | OPERATIONS | $5,000 | |
| COMMITTEE FOR A RESPONSIBLE FEDERAL BUDGET | |||||||
| 1900 M STREET NW SUITE 850 | WASHINGTON | DC | 20036 | PUBLIC CHARITY | OPERATIONS | $2,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $578,814 | 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 | $71,691 | ExclusionAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $11,118 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$310,457 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$227,648 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$227,648 | 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 Person | JEAN KINGSTON | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16 CHESTNUT STREET | AddressLine1Txt |
| City | WINCHESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01890 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $516,770 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTANT FEES | CategoryTxt |
| Amt | $40,497 | Amt |
| Net Investment Income | $20,248 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $16,802 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | UBS INVESTMENTS | BondNm |
| EOY Book Value | $1,710,312 | EOYBookValueAmt |
| EOYFMV | $1,710,312 | 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 | $32,094 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $32,094 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PROGRAMMATIC INVESTMENT-RETURN OF THE PRODIGAL SON | $200,000 | $245,000 | $245,000 |
| PROGRAMMATIC INVESTMENT-PATHEOS | $300,000 | $0 | $0 |
| PROGRAMMATIC INVESTMENT-BOSTON MEDIA NETWORKS | $0 | $24,000 | $24,000 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $70,465 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CHARITABLE EVENT COSTS | $25,674 | $0 | $25,674 |
| INSURANCE EXPENSE | $723 | $0 | $723 |
| OFFICE EXPENDITURES | $3,189 | $0 | $3,089 |
| BANK FEES | $162 | $0 | $162 |
| PROGRAM SERVICE EXPENSE | $31,763 | $0 | $31,763 |
| BAD DEBT EXPENSE | $4,386 | $0 | $4,386 |
| PAYROLL PROCESSING FEES | $1,239 | $310 | $929 |
| PAYROLL TAXES | $3,316 | $829 | $2,487 |
| TAXES | $611 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT TO BOOK INCOME | Desc |
| Amt | $14 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $16,266 | $16,266 | $0 |
| CONSULTING | $83,073 | $0 | $83,073 |
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 |
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