SWORD AND SPOON FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- SWORD AND SPOON FOUNDATION (EIN 20-7494902)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2015-02-27
- IRS object ID
- 201510589349100106
- Schema version
- 2013v4.0
- 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
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-02-27T15:37:35-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043296226 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DICICCO GULMAN & COMPANY LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 PRESIDENTIAL WAY SUITE 510 | AddressLine1 |
| City | WOBURN | City |
| State | MA | State |
| ZIP Code | 01801 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | 16 CHESTNUT STREET | AddressLine1 |
| City | WINCHESTER | City |
| State | MA | State |
| ZIP Code | 01890 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CATHY FAIR | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 7818562035 | PhoneNum |
| Signature | 2015-02-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAURA K BAROOSHIAN | PreparerPersonNm |
| PTIN | P00284431 | PTIN |
| Phone | 7819375300 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,675,090 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,226,413 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $31,206 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $31,206 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $52,086 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $844,225 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $52,086 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,309,705 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $83,292 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $835 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $417 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $418 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,429 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,429 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,293 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,293 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $2,289 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,289 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $15,509 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $15,509 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $21,355 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $18,648 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,707 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $596,646 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $596,646 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $618,001 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $18,648 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $599,353 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $691,704 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $64,644 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $30,294 | CashBOYAmt |
| Cash EOY | $616,402 | CashEOYAmt |
| Cash EOYFMV | $616,402 | CashEOYFMVAmt |
| Other Nts And Loans Rcvbl | $84,589 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $105,255 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $84,589 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $84,589 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Bonds BOY | $1,167,675 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,249,955 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,290,021 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $640,571 | OtherAssetsBOYAmt |
| Other Assets EOY | $684,078 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $684,078 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,943,795 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,635,024 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,675,090 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $475 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $475 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,943,320 | UnrestrictedBOYAmt |
| Unrestricted EOY | $2,635,024 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,943,320 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,635,024 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,943,795 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,635,024 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,943,320 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $691,704 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,635,024 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,635,024 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| SHORT-TERM LOSS FROM FIDELITY | P | 2013-01-22 | 2013-12-17 | $74,546 | $77,897 | -$3,351 | -$3,351 |
| LONG-TERM GAIN FROM FIDELITY | P | 2010-11-11 | 2013-12-17 | $102,686 | $95,709 | $6,977 | $6,977 |
| SHORT-TERM GAIN FROM UBS#84167 | P | 2013-02-07 | 2013-12-18 | $100,595 | $94,379 | $6,216 | $6,216 |
| SHORT-TERM GAIN FROM UBS#83856 | P | 2013-02-07 | 2013-07-16 | $301,336 | $280,958 | $20,378 | $20,378 |
| LONG-TERM GAIN FROM UBS#83856 | P | 2009-12-15 | 2013-06-18 | $265,062 | $243,196 | $21,866 | $21,866 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $52,086 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $378,218 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,788,330 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.211492 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $361,873 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,811,725 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.199739 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $585,620 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,108,979 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.528071 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $220,276 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $712,281 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.309254 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $192,098 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $551,581 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.348268 | DistributionYr5Rt |
| Total Distribution | 1.596824 | TotalDistributionRt |
| Average Distribution | 0.319365 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,282,110 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $728,826 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $646 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $729,472 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $599,353 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,293 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,293 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,293 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $3,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $3,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $29 | EsPenaltyAmt |
| Overpayment | $1,678 | OverpaymentAmt |
| Applied To ES Tax | $1,678 | 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 |
| 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 | WWW.SWORDANDSPOON.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7818562035 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16 CHESTNUT STREET | AddressLine1 |
| City | WINCHESTER | City |
| State | MA | State |
| ZIP Code | 01890 | ZIPCode |
| 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 (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JOHN KINGSTON | ||||||||
| 16 CHESTNUT STREET | WINCHESTER | MA | 01890 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| JEAN KINGSTON | ||||||||
| 16 CHESTNUT STREET | WINCHESTER | MA | 01890 | CLERK | 2.00 | $0 | $0 | $0 |
| CATHY FAIR | ||||||||
| 16 CHESTNUT STREET | WINCHESTER | MA | 01890 | TREASURER | 5.00 | $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 | $1,898,593 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $323,348 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $94,922 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,316,863 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,316,863 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $34,753 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,282,110 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $114,106 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $114,106 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,293 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,293 | TotalTaxAmt |
| Distributable Before Adj | $112,813 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $112,813 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $112,813 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $599,353 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $599,353 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $599,353 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $112,813 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $164,519 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $184,811 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $532,139 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $273,228 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $291,220 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,445,917 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $599,353 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $112,813 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $486,540 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,932,457 | 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 | $164,519 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,767,938 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $184,811 | ExcessFromYear4Amt |
| Excess From Year3 | $532,139 | ExcessFromYear3Amt |
| Excess From Year2 | $273,228 | ExcessFromYear2Amt |
| Excess From Year1 | $291,220 | ExcessFromYear1Amt |
| Excess From Current Year | $486,540 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOHN KINGSTON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (33 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| SIXSEEDS INC | ||||||
| 16 CHESTNUT ST | WINCHESTER | MA | 01890 | PUBLIC CHARITY | OPERATIONS | $120,750 |
| A BETTER CHANCE | ||||||
| PO BOX 94 | WINCHESTER | MA | 01890 | PUBLIC CHARITY | OPERATIONS | $1,000 |
| AMERICAN ENTERPRISE INSTITUTE | ||||||
| 1150 SEVENTEENTH STREET NW | WASHINGTON | DC | 20036 | PUBLIC CHARITY | OPERATIONS | $25,000 |
| 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 | $10,000 |
| BETHEL AME CHURCH | ||||||
| 40 WALK HILL STREET | BOSTON | MA | 02130 | PUBLIC CHARITY | OPERATIONS | $101,160 |
| STEPHEN R BAUM FOUNDATION | ||||||
| 6 WOODSIDE ROAD | WINCHESTER | MA | 01890 | PUBLIC CHARITY | OPERATIONS | $1,000 |
| CHI ALPHA CHRISTIAN FELLOWSHIP | ||||||
| 71 CHURCH STREET 2 | WINCHESTER | MA | 01890 | PUBLIC CHARITY | OPERATIONS | $1,000 |
| CORNERSTONE SCHOOLS OF WASHINGTON DC | ||||||
| 3742 ELY PLACE SE | WASHINGTON | DC | 20019 | PUBLIC CHARITY | OPERATIONS | $5,000 |
| EMMANUEL GOSPEL CENTER | ||||||
| 2 SAN JUAN STREET PO BOX 180245 | BOSTON | MA | 02118 | PUBLIC CHARITY | OPERATIONS | $1,000 |
| GORDON COLLEGE | ||||||
| 255 GRAPEVINE ROAD | WENHAM | MA | 01984 | PUBLIC CHARITY | OPERATIONS | $5,000 |
| GRACE CHAPEL MINISTRY OFFICE | ||||||
| 128 WEST STREET | WILMINGTON | MA | 01887 | PUBLIC CHARITY | OPERATIONS | $102,500 |
| GREG WHITELEYONE POTATO PRODUCTIONS | ||||||
| 3219 FENELON STREET | SAN DIEGO | CA | 92106 | PUBLIC CHARITY | PRODUCTION OF "MITT" FILM | $29,369 |
| INTERVARASITY CHRISTIAN FELLOWSHIP | ||||||
| PO BOX 7895 | MADISON | WI | 53707 | PUBLIC CHARITY | OPERATIONS | $1,200 |
| INTERNATIONAL ARTS MOVEMENT | ||||||
| 39 WEST STREET | NEW YORK | NY | 10018 | PUBLIC CHARITY | OPERATIONS | $22,417 |
| LEADERSHIP TRANSFORMATIONS | ||||||
| PO BOX 338 | LEXINGTON | MA | 02420 | PUBLIC CHARITY | OPERATIONS | $35,000 |
| LEXINGTON CHRISTIAN ACADEMY | ||||||
| 48 BARTLETT AVE | LEXINGTON | MA | 02420 | PUBLIC CHARITY | OPERATIONS | $2,500 |
| LSPA | ||||||
| 401 EDGEWATER PLACE SUITE 600 | WAKEFIELD | MA | 01880 | PUBLIC CHARITY | OPERATIONS | $5,000 |
| NATIONAL CHRISTIAN FOUNDATION | ||||||
| 111625 RAINWATER DRIVE SUITE 500 | ALPHARETTA | GA | 30009 | PUBLIC CHARITY | OPERATIONS | $1,500 |
| NORTH SHORE UNITED WAY | ||||||
| 248 CABOT STREET | BEVERLY | MA | 01915 | PUBLIC CHARITY | OPERATIONS | $6,000 |
| PIONEER INSTITUTE | ||||||
| 185 DEVONSHIRE STREET SUITE 1101 | BOSTON | MA | 02110 | PUBLIC CHARITY | OPERATIONS | $1,000 |
| STRAIGHT AHEAD MINISTRIES | ||||||
| 1 MUNROE STREET | LYNN | MA | 01901 | PUBLIC CHARITY | OPERATIONS | $5,000 |
| SUMMER SEARCH | ||||||
| 3840 WASHINGTON STREET | JAMAICA PLAIN | MA | 02130 | PUBLIC CHARITY | OPERATIONS | $2,500 |
| THE COMMITTEE FOR A RESPONSIBLE FEDERAL BUDGET | ||||||
| 1899 L STREET NW SUITE 225 | WASHINGTON | DC | 20036 | PUBLIC CHARITY | OPERATIONS | $2,500 |
| THE LEADERSHIP FOUNDATION | ||||||
| 902 MARKET STREET | TACOMA | WA | 98402 | PUBLIC CHARITY | OPERATIONS | $5,000 |
| THE OPEN DOOR | ||||||
| 28 EMERSON AVENUE | GLOUCESTER | MA | 01930 | PUBLIC CHARITY | OPERATIONS | $1,000 |
| THE SPORTS MUSEUM RIDE | ||||||
| 10 LINCOLN ROAD | FOXBORO | MA | 02035 | PUBLIC CHARITY | OPERATIONS | $1,750 |
| THE VERITAS FORUM | ||||||
| 100 LEGENDS WAY | BOSTON | MA | 02114 | PUBLIC CHARITY | OPERATIONS | $65,000 |
| THE WINCHESTER FOUNDATION ED EX | ||||||
| 600 MEMORIAL DRIVE W98-200 | CAMBRIDGE | MA | 02139 | PUBLIC CHARITY | OPERATIONS | $1,000 |
| UC FOUNDATION | ||||||
| PO BOX 19970 | CINCINNATI | OH | 45219 | PUBLIC CHARITY | OPERATIONS | $10,000 |
| VT ADAPTIVE SKI AND SPORTS | ||||||
| PO BOX 139 | KILLINGTON | VT | 05751 | PUBLIC CHARITY | OPERATIONS | $10,000 |
| WEDGEWOOD CIRCLE INSTITUTE | ||||||
| 5272 LYNCGATE COURT SUITE 200 | BURKE | VA | 22015 | PUBLIC CHARITY | OPERATIONS | $5,000 |
| WINCHESTER COMMUNITY MUSIC SCHOOL | ||||||
| 407 HIGHLAND AVENUE | WINCHESTER | MA | 01890 | PUBLIC CHARITY | OPERATIONS | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $596,646 | 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 | $31,206 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $52,086 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $83,292 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $83,292 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1 | CityContributorUSAddress/City | StateContributorUSAddress/State | ZIP CodeContributorUSAddress/ZIPCode | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| JOHN KINGSTON | ||||||
| 1 | 16 CHESTNUT STREET | WINCHESTER | MA | 01890 | $1,201,413 | Yes (X) |
| JOHN KINGSTON | ||||||
| 2 | 16 CHESTNUT STREET | WINCHESTER | MA | 01890 | $25,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTANT FEES | CategoryTxt |
| Amt | $835 | Amt |
| Net Investment Income | $417 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $418 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIDELITY INVESTMENTS | $484,073 | $527,650 |
| UBS INVESTMENTS | $765,882 | $762,371 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM RELATED INVESTMENTS | Desc |
| BOY Book Value | $640,571 | BOYBookValueAmt |
| EOY Book Value | $684,078 | EOYBookValueAmt |
| EOYFMV | $684,078 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $509 | $509 | $0 |
| WEBSITE DESIGN | $15,000 | $15,000 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $1,429 | Amt |
| Net Investment Income | $1,429 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAXES | $366 | $366 | $0 |
| FOREIGN TAXES | $927 | $927 | $0 |
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