SWORD AND SPOON FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- SWORD AND SPOON FOUNDATION (EIN 20-7494902)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-16
- IRS object ID
- 201533209349102293
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-16T13:49:49-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 PRESIDENTIAL WAY SUITE 510 | AddressLine1Txt |
| City | WOBURN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01801 | 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 | 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 | CATHY FAIR | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 7818562035 | PhoneNum |
| Signature | 2015-11-13 | 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 | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | 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 | $3,580,012 | 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 | $1,496,734 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $57,657 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $57,657 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $37,494 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,731,130 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $37,494 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,591,885 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $95,151 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $41,568 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $41,568 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,441 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,441 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,853 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,427 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,426 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $24,667 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $21,855 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,812 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,871 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $344 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| 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 | $246,425 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $382 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $246,043 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $328,081 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $25,008 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $299,546 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $478,493 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $478,493 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $806,574 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $25,008 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $778,039 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $785,311 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $70,143 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $616,402 | CashBOYAmt |
| Cash EOY | $978,696 | CashEOYAmt |
| Cash EOYFMV | $978,696 | CashEOYFMVAmt |
| Other Nts And Loans Rcvbl | $140,386 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $84,589 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $140,386 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $140,386 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Bonds BOY | $1,249,955 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,713,930 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,713,930 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $247,000 | LandBldgEquipCostOrOtherBssAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOY | $247,000 | LandEOYAmt |
| Land EOYFMV | $247,000 | LandEOYFMVAmt |
| Other Assets BOY | $684,078 | OtherAssetsBOYAmt |
| Other Assets EOY | $500,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $500,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,635,024 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,580,012 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,580,012 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $40,069 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $40,069 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $2,635,024 | UnrestrictedBOYAmt |
| Unrestricted EOY | $3,539,943 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,635,024 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,539,943 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,635,024 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,580,012 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,635,024 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $785,311 | ExcessRevenueOverExpensesAmt |
| Other Increases | $119,608 | OtherIncreasesAmt |
| Subtotal | $3,539,943 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,539,943 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 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 FIDELITY | P | 2014-01-01 | 2014-06-30 | $250 | -$250 | -$250 | |
| LONG-TERM LOSS FROM FIDELITY | P | 2013-01-01 | 2014-06-30 | $1,908 | -$1,908 | -$1,908 | |
| LONG-TERM GAIN FROM UBS#83856 | P | 2013-01-01 | 2014-06-30 | $35,925 | -$35,925 | -$35,925 | |
| SHORT-TERM GAIN FROM UBS#84167 | P | 2014-01-01 | 2014-06-30 | $999,590 | $5,769 | $5,769 | $1,005,359 |
| LONG-TERM GAIN FROM UBS#84167 | P | 2013-01-01 | 2014-06-30 | $642,712 | $83,059 | $83,059 | $725,771 |
| LOSS ON PROGRAM RELATED INVESTMENT | P | $13,251 | -$13,251 | -$13,251 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $37,494 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $599,353 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,953,642 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.306788 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $378,218 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,788,330 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.211492 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $361,873 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,811,725 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.199739 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $585,620 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,108,979 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.528071 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $220,276 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $712,281 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.309254 | DistributionYr5Rt |
| Total Distribution | 1.555344 | TotalDistributionRt |
| Average Distribution | 0.311069 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,782,338 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $865,499 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $701 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $866,200 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $778,039 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,403 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,403 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,403 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,678 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $5,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $6,678 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $5,275 | OverpaymentAmt |
| Applied To ES Tax | $5,275 | 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 (3 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 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| JEAN KINGSTON | ||||||||
| 52 WALTHAM STREET | LEXINGTON | MA | 02421 | CLERK | 2.00 | $0 | $0 | $0 |
| CATHY FAIR | ||||||||
| 52 WALTHAM STREET | LEXINGTON | MA | 02421 | TREASURER | 40.00 | $40,000 | $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 | $1,561,835 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $375,488 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $887,386 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,824,709 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,824,709 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $42,371 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,782,338 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $139,117 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $139,117 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,403 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,403 | TotalTaxAmt |
| Distributable Before Adj | $137,714 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $137,714 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $137,714 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $778,039 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $778,039 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $778,039 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $137,714 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $184,811 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $532,139 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $273,228 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $291,220 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $486,540 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,767,938 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $778,039 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $137,714 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $640,325 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,408,263 | 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 | $184,811 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,223,452 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $532,139 | ExcessFromYear4Amt |
| Excess From Year3 | $273,228 | ExcessFromYear3Amt |
| Excess From Year2 | $291,220 | ExcessFromYear2Amt |
| Excess From Year1 | $486,540 | ExcessFromYear1Amt |
| Excess From Current Year | $640,325 | 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 (42 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN FOUNDATION FOR SUICIDE PREVENTION | ||||||||||
| 120 WALL STREET 29TH FLOOR | NEW YORK | NY | 10005 | PUBLIC CHARITY | OPERATIONS | $250 | ||||
| BATES COLLEGE FUND | ||||||||||
| 2 ANDREWS ROAD | LEWISTON | ME | 04240 | PUBLIC CHARITY | OPERATIONS | $10,000 | ||||
| BETHEL AME CHURCH | ||||||||||
| 40 WALK HILL STREET | BOSTON | MA | 02130 | PUBLIC CHARITY | OPERATIONS | $2,500 | ||||
| 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 | ||||
| COVENANT HOUSE | ||||||||||
| 3330 WASHINGTON STREET | NEWARK | NJ | 07102 | PUBLIC CHARITY | OPERATIONS | $2,000 | ||||
| EMMANUEL GOSPEL CENTER | ||||||||||
| 2 SAN JUAN STREET PO BOX 180245 | BOSTON | MA | 02118 | PUBLIC CHARITY | OPERATIONS | $5,000 | ||||
| ETHICS AND PUBLIC POLICY CENTER | ||||||||||
| 1730 M STREET NW SUITE 910 | WASHINGTON | DC | 20036 | PUBLIC CHARITY | OPERATIONS | $2,500 | ||||
| GLEN DOHERTY MEMORIAL FOUNDATION | ||||||||||
| PO BOX 716 | MARBLEHEAD | MA | 01945 | PUBLIC CHARITY | OPERATIONS | $15,000 | ||||
| GORDON COLLEGE | ||||||||||
| 255 GRAPEVINE ROAD | WENHAM | MA | 01984 | PUBLIC CHARITY | OPERATIONS | $28,570 | ||||
| GUARD SUPPORT OF MA | ||||||||||
| PO BOX 5225 | BEVERLY | MA | 01915 | PUBLIC CHARITY | OPERATIONS | $15,000 | ||||
| HAITIAN ROOTS | ||||||||||
| 235 EAST 5600 SOUTH | SOUTH OGDEN | UT | 84405 | PUBLIC CHARITY | OPERATIONS | $5,000 | ||||
| IMAGE | ||||||||||
| 3307 THIRD AVENUE | WEST SEATTLE | WA | 98119 | PUBLIC CHARITY | OPERATIONS | $33,000 | ||||
| INTERNATIONAL JUSTICE MISSION | ||||||||||
| PO BOX 96961 | WASHINGTON | DC | 20090 | PUBLIC CHARITY | OPERATIONS | $2,000 | ||||
| INTERVARSITY CHRISTIAN FELLOWSHIP | ||||||||||
| PO BOX 7895 | MADISON | WI | 53707 | PUBLIC CHARITY | OPERATIONS | $3,600 | ||||
| JUVENILE DIABETES RESEARCH FOUNDATION | ||||||||||
| 60 WALNUT STREET | WELLESLEY | MA | 02481 | PUBLIC CHARITY | OPERATIONS | $250 | ||||
| KIRSTEN POWERS | ||||||||||
| 2866 CHANCELLORS WAY | WASHINGTON | DC | 20017 | INDIVIDUAL | OPERATIONS | $5,000 | ||||
| LEADERSHIP TRANSFORMATIONS | ||||||||||
| PO BOX 338 | LEXINGTON | MA | 02420 | PUBLIC CHARITY | OPERATIONS | $36,000 | ||||
| MARRIOT FOUNDATION FOR PEOPLE WITH DISABILITIES | ||||||||||
| 10400 FERNWOOD ROAD | BETHESDA | MD | 20817 | PUBLIC CHARITY | OPERATIONS | $1,000 | ||||
| MEMORIAL SLOAN KETTERING CANCER CENTER | ||||||||||
| 633 3RD AVENUE 28TH FLOOR | NEW YORK | NY | 10017 | PUBLIC CHARITY | OPERATIONS | $1,000 | ||||
| MICHAEL J MEDDERS FOUNDATION | ||||||||||
| 175 AVON BELDEN ROAD | AVON LAKE | OH | 44012 | PUBLIC CHARITY | OPERATIONS | $12,000 | ||||
| NATIONAL CHRISTIAN FOUNDATION | ||||||||||
| 111625 RAINWATER DRIVE SUITE 500 | ALPHARETTA | GA | 30009 | PUBLIC CHARITY | OPERATIONS | $2,500 | ||||
| NATIONAL MS SOCIETY | ||||||||||
| 733 THIRD AVENUE | NEW YORK | NY | 10017 | PUBLIC CHARITY | OPERATIONS | $250 | ||||
| PROMISE 686 | ||||||||||
| 4729 PEACHTREE INDUSTRIAL BOULEVARD | BERKELEY LAKE | GA | 30092 | PUBLIC CHARITY | OPERATIONS | $5,755 | SUITE 100 | |||
| RFK CHILDREN'S ACTION CORPS | ||||||||||
| 11 BEACON STREET SUITE 820 | BOSTON | MA | 02108 | PUBLIC CHARITY | OPERATIONS | $9,000 | ||||
| RODMAN RIDE FOR KIDS | ||||||||||
| 100 LEGENDS WAY | BOSTON | MA | 02114 | PUBLIC CHARITY | OPERATIONS | $4,500 | ||||
| SIXSEEDS INC | ||||||||||
| 52 WALTHAM STREEET | LEXINGTON | MA | 02421 | PUBLIC CHARITY | OPERATIONS | $150,000 | ||||
| SOCIETY OF ST VINCENT DE PAUL | ||||||||||
| 40 GROVE PLACE | BABLYON | NY | 11702 | PUBLIC CHARITY | OPERATIONS | $2,500 | ||||
| SOCRATES | ||||||||||
| 3000 SAND HILL ROAD 3-110 | MENLO PARK | CA | 94025 | PUBLIC CHARITY | OPERATIONS | $5,000 | ||||
| SPECIAL HOPE NETWORK | ||||||||||
| PO BOX 50543 | BELLEVUE | WA | 98015 | PUBLIC CHARITY | OPERATIONS | $10,000 | ||||
| STOP3ORG INC | ||||||||||
| 500 CUMMINGS CENTER SUITE 4400 | BEVERLY | MA | 01915 | PUBLIC CHARITY | OPERATIONS | $10,000 | ||||
| TELEMACHUS FOUNDATION INC | ||||||||||
| 21 DEMPSEY LANE | GREENWICH | CT | 06830 | PUBLIC CHARITY | OPERATIONS | $1,000 | ||||
| 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 VERITAS FORUM | ||||||||||
| 100 LEGENDS WAY | BOSTON | MA | 02114 | PUBLIC CHARITY | OPERATIONS | $53,000 | ||||
| UNH FOUNDATION INC | ||||||||||
| 9 EDGEWOOD ROAD | DURHAM | NH | 03824 | PUBLIC CHARITY | OPERATIONS | $1,000 | ||||
| UVA CENTER FOR CHRISTIAN STUDY | ||||||||||
| 128 CHANCELLOR STREET | CHARLOTTESVILLE | VA | 22903 | PUBLIC CHARITY | OPERATIONS | $1,000 | ||||
| VIRGIN MONEY GIVING | ||||||||||
| PUBLIC CHARITY | OPERATIONS | $1,618 | 1 NUTLEY TERRACE | LONDON | UK | |||||
| WINCHESTER GOT LUNCH | ||||||||||
| PO BOX 322 | WINCHESTER | MA | 01890 | PUBLIC CHARITY | OPERATIONS | $1,000 | ||||
| WORLD VISION | ||||||||||
| PO BOX 9716 | FEDERAL WAY | WA | 98063 | PUBLIC CHARITY | OPERATIONS | $2,250 | ||||
| WOUNDED WARRIOR PROJECT | ||||||||||
| PO BOX 758517 | TOPEKA | KS | 66675 | PUBLIC CHARITY | OPERATIONS | $4,450 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $478,493 | 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 | $57,657 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $37,494 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $95,151 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $95,151 | 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 (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| JEAN KINGSTON | |||||||
| 1 | 16 CHESTNUT STREET | WINCHESTER | MA | 01890 | $250,000 | Yes (X) | |
| JOHN KINGSTON | |||||||
| 2 | 16 CHESTNUT STREET | WINCHESTER | MA | 01890 | $261,572 | Yes (X) | |
| JOHN KINGSTON | |||||||
| 3 | 16 CHESTNUT STREET | WINCHESTER | MA | 01890 | $247,000 | Yes (X) | |
| JOHN KINGSTON | |||||||
| 4 | 16 CHESTNUT STREET | WINCHESTER | MA | 01890 | $726,874 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 3 | SINGLE FAMILY RENTAL PROPERTY | $247,000 | 2014-12-30 |
| 4 | MARKETABLE SECURITIES | $726,874 | 2014-12-15 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTANT FEES | CategoryTxt |
| Amt | $4,853 | Amt |
| Net Investment Income | $2,427 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,426 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIDELITY INVESTMENTS | $0 | $0 |
| UBS INVESTMENTS | $1,713,930 | $1,713,930 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,441 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,441 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PROGRAM RELATED INVESTMENT - RETURN OF THE PRODIGAL SON | $0 | $200,000 | $200,000 |
| PROGRAM RELATED INVESTMENTS | $684,078 | $0 | $0 |
| PROGRAM RELATED INVESTMENT - PATHEOS | $0 | $300,000 | $300,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CHARITABLE EVENTS | $89,182 | $0 | $89,182 |
| AUTO EXPENSES | $353 | $0 | $353 |
| OPERATING AND ADMINISTRATIVE EXPENSES | $20,696 | $0 | $20,696 |
| BANK FEES | $382 | $382 | $0 |
| PROGRAM SERVICE EXPENSE | $135,812 | $0 | $135,812 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN | $16,985 |
| PRIOR PERIOD ADJUSTMENT TO BOOK INCOME | $102,623 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $19,042 | $19,042 | $0 |
| CONSULTING | $5,625 | $2,813 | $2,812 |
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 (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES | $3,527 | $0 | $0 |
| FOREIGN TAXES | $344 | $344 | $0 |
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