SWENSON FAM FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- SWENSON FAM FOUNDATION (EIN 06-1442402)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-13
- IRS object ID
- 201531339349102418
- Schema version
- 2014v5.0
- 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 Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-13T13:59:25-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 454759145 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LEO GROUP LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1128 CAMPUS DRIVE WEST | AddressLine1Txt |
| City | MORGANVILLE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07751 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061442402 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SWENSON FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SWEN | BusinessNameControlTxt |
| Phone | 7323720202 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1128 CAMPUS DRIVE WEST | AddressLine1Txt |
| City | MORGANVILLE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07751 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GARY SWENSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7323720202 | PhoneNum |
| Signature | 2015-04-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GERARD A DIMINO | PreparerPersonNm |
| PTIN | P00916630 | PTIN |
| Phone | 7323720202 | PhoneNum |
| Preparation | 2015-04-23 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,157,042 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $10 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $10 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $22,525 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $22,525 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $117,385 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $427,304 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $117,385 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $139,920 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $139,920 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $3,675 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,675 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $12,536 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $12,536 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $142 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $142 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $140 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $140 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $16,493 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,353 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $140 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $111,194 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $111,194 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $127,687 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,353 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $111,334 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $12,233 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $123,567 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $53,976 | CashBOYAmt |
| Cash EOY | $61,939 | CashEOYAmt |
| Cash EOYFMV | $61,939 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $82,329 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $69,943 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $69,943 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,926,236 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,942,892 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,025,160 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,062,541 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,074,774 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,157,042 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,335,424 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,335,424 | CapitalStockEOYAmt |
| Retained Earning BOY | $727,117 | RetainedEarningBOYAmt |
| Retained Earning EOY | $739,350 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,062,541 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,074,774 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,062,541 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,074,774 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,062,541 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $12,233 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,074,774 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,074,774 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| STATE STREET BANK & TRUST CO | P | 2014-01-01 | 2014-12-31 | $20,636 | $20,675 | -$39 | -$39 |
| STATE STREET BANK & TRUST CO | P | 2013-01-01 | 2014-12-31 | $233,890 | $162,240 | $71,650 | $71,650 |
| STATE STREET BANK & TRUST CO | P | 2013-01-01 | 2014-12-31 | $169,906 | $127,004 | $42,902 | $42,902 |
| STATE STREET BANK & TRUST CO | P | 2013-01-01 | 2014-12-31 | $2,872 | $2,872 | $2,872 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $117,385 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $105,760 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,036,481 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051933 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $119,670 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,026,635 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.059049 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $112,561 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,265,836 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049677 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $125,125 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,127,963 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.058800 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $124,843 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,877,122 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.066508 | DistributionYr5Rt |
| Total Distribution | 0.285967 | TotalDistributionRt |
| Average Distribution | 0.057193 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,084,188 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $119,201 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,236 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $120,437 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $111,334 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,471 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,471 | SubtotalAmt |
| Tax Based On Investment Income | $2,471 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,146 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,146 | TotalPaymentsAndCreditsAmt |
| Tax Due | $325 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | GARY L SWENSON | IndividualWithBooksNm |
| Phone | 7323720202 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 36 GAMECOCK ROAD | AddressLine1Txt |
| City | GREENWICH | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06830 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | 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 |
|---|---|---|---|---|---|---|---|---|
| GARY L SWENSON | ||||||||
| 36 GAMECOCK ROAD | GREENWICH | CT | 06830 | TRUSTEE | 0.50 | $0 | $0 | $0 |
| JANNETTE E SWENSON | ||||||||
| 36 GAMECOCK ROAD | GREENWICH | CT | 06830 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,011,967 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $103,960 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,115,927 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,115,927 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $31,739 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,084,188 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $104,209 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $104,209 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,471 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,471 | TotalTaxAmt |
| Distributable Before Adj | $101,738 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $101,738 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $101,738 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $111,334 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $111,334 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $111,334 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $101,738 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $31,541 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $21,427 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,988 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $25,320 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $5,848 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $86,124 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $111,334 | QualifyingDistributionsAmt |
| Applied To Current Year | $101,738 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $9,596 | RemainingDistriFromCorpusAmt |
| Total Corpus | $95,720 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $31,541 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $64,179 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $21,427 | ExcessFromYear4Amt |
| Excess From Year3 | $1,988 | ExcessFromYear3Amt |
| Excess From Year2 | $25,320 | ExcessFromYear2Amt |
| Excess From Year1 | $5,848 | ExcessFromYear1Amt |
| Excess From Current Year | $9,596 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SEE ATTACHED | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1128 CAMPUS DRIVE WEST | AddressLine1Txt |
| Address Line2 | 1128 CAMPUS DRIVE WEST | AddressLine2Txt |
| City | MORGANVILLE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07751 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PUBLIC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL PURPOSE | GrantOrContributionPurposeTxt |
| Amt | $111,194 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $111,194 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $22,525 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $117,385 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $139,920 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $139,920 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $3,675 | Amt |
| Net Investment Income | $3,675 | NetInvestmentIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SEE ATTACHED SCHEDULE | StockNm |
| EOY Book Value | $1,942,892 | EOYBookValueAmt |
| EOYFMV | $2,025,160 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| PUBLICATION FEES | $140 | $140 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| CUSTODY FEES | $886 | $886 |
| PROFESSIONAL FEES | $11,650 | $11,650 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|---|
| KIM SWENSON | ||||
| 1128 CAMPUS DRIVE WEST | 1128 CAMPUS DRIVE WEST | MORGANVILLE | NJ | 07751 |
| GARY SWENSON | ||||
| 1128 CAMPUS DRIVE WEST | 1128 CAMPUS DRIVE WEST | MORGANVILLE | NJ | 07751 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $142 | Amt |
| Net Investment Income | $142 | NetInvestmentIncomeAmt |
Comments