2015-11-16T13:49:49-06:00 2014-12-31 043296226 DICICCO GULMAN & COMPANY LLP 150 PRESIDENTIAL WAY SUITE 510 WOBURN MA 01801 990PF 2014-01-01 207494902 SWORD AND SPOON FOUNDATION SWOR 7818562035 52 WALTHAM STREET LEXINGTON MA 02421 CATHY FAIR TREASURER 7818562035 2015-11-13 1 LAURA K BAROOSHIAN P00284431 7819375300 2014 2016-04-25 22:37:26Z X X 3580012 X 1496734 57657 57657 37494 1731130 37494 1591885 95151 41568 0 41568 1441 0 1441 4853 2427 2426 24667 21855 2812 3871 344 0 5256 0 5256 246425 382 246043 328081 25008 299546 478493 478493 806574 25008 778039 785311 70143 616402 978696 978696 140386 0 84589 140386 140386 1249955 1713930 1713930 247000 0 247000 247000 684078 500000 500000 2635024 3580012 3580012 40069 0 40069 X 2635024 3539943 2635024 3539943 2635024 3580012 2635024 785311 119608 3539943 0 3539943 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 1908 -1908 -1908 LONG-TERM GAIN FROM UBS#83856 P 2013-01-01 2014-06-30 35925 -35925 -35925 SHORT-TERM GAIN FROM UBS#84167 P 2014-01-01 2014-06-30 1005359 999590 5769 5769 LONG-TERM GAIN FROM UBS#84167 P 2013-01-01 2014-06-30 725771 642712 83059 83059 LOSS ON PROGRAM RELATED INVESTMENT P 13251 -13251 -13251 37494 0 599353 1953642 0.306788 378218 1788330 0.211492 361873 1811725 0.199739 585620 1108979 0.528071 220276 712281 0.309254 1.555344 0.311069 2782338 865499 701 866200 778039 1403 0 1403 0 1403 1678 5000 6678 X 5275 5275 0 0 0 0 0 0 0 0 0 0 0 1 1 MA SC 1 0 1 0 0 1 WWW.SWORDANDSPOON.ORG THE FOUNDATION 7818562035 52 WALTHAM STREET LEXINGTON MA 02421 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 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 40000 0 0 NONE 0 NONE 0 0 1561835 375488 887386 2824709 0 0 2824709 42371 2782338 139117 139117 1403 1403 137714 0 137714 0 137714 778039 0 778039 0 778039 137714 0 0 184811 532139 273228 291220 486540 1767938 778039 0 0 0 137714 640325 0 0 2408263 0 0 0 0 0 0 184811 2223452 532139 273228 291220 486540 640325 JOHN KINGSTON JEAN KINGSTON X 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 10000 BETHEL AME CHURCH 40 WALK HILL STREET BOSTON MA 02130 PUBLIC CHARITY OPERATIONS 2500 BOSTON 2024 PARTNERSHIP INC ONE MARINA PARK 10TH FLOOR BOSTON MA 02210 PUBLIC CHARITY OPERATIONS 25000 COMMUNITIES UNITED 63 PLEASANT STREET WATERTOWN MA 02472 PUBLIC CHARITY OPERATIONS 500 COVENANT HOUSE 3330 WASHINGTON STREET NEWARK NJ 07102 PUBLIC CHARITY OPERATIONS 2000 EMMANUEL GOSPEL CENTER 2 SAN JUAN STREET PO BOX 180245 BOSTON MA 02118 PUBLIC CHARITY OPERATIONS 5000 ETHICS AND PUBLIC POLICY CENTER 1730 M STREET NW SUITE 910 WASHINGTON DC 20036 PUBLIC CHARITY OPERATIONS 2500 GLEN DOHERTY MEMORIAL FOUNDATION PO BOX 716 MARBLEHEAD MA 01945 PUBLIC CHARITY OPERATIONS 15000 GORDON COLLEGE 255 GRAPEVINE ROAD WENHAM MA 01984 PUBLIC CHARITY OPERATIONS 28570 GUARD SUPPORT OF MA PO BOX 5225 BEVERLY MA 01915 PUBLIC CHARITY OPERATIONS 15000 HAITIAN ROOTS 235 EAST 5600 SOUTH SOUTH OGDEN UT 84405 PUBLIC CHARITY OPERATIONS 5000 IMAGE 3307 THIRD AVENUE WEST SEATTLE WA 98119 PUBLIC CHARITY OPERATIONS 33000 INTERNATIONAL JUSTICE MISSION PO BOX 96961 WASHINGTON DC 20090 PUBLIC CHARITY OPERATIONS 2000 INTERVARSITY CHRISTIAN FELLOWSHIP PO BOX 7895 MADISON WI 53707 PUBLIC CHARITY OPERATIONS 3600 JUVENILE DIABETES RESEARCH FOUNDATION 60 WALNUT STREET WELLESLEY MA 02481 PUBLIC CHARITY OPERATIONS 250 KIRSTEN POWERS 2866 CHANCELLORS WAY WASHINGTON DC 20017 INDIVIDUAL OPERATIONS 5000 LEADERSHIP TRANSFORMATIONS PO BOX 338 LEXINGTON MA 02420 PUBLIC CHARITY OPERATIONS 36000 MARRIOT FOUNDATION FOR PEOPLE WITH DISABILITIES 10400 FERNWOOD ROAD BETHESDA MD 20817 PUBLIC CHARITY OPERATIONS 1000 MEMORIAL SLOAN KETTERING CANCER CENTER 633 3RD AVENUE 28TH FLOOR NEW YORK NY 10017 PUBLIC CHARITY OPERATIONS 1000 MICHAEL J MEDDERS FOUNDATION 175 AVON BELDEN ROAD AVON LAKE OH 44012 PUBLIC CHARITY OPERATIONS 12000 NATIONAL CHRISTIAN FOUNDATION 111625 RAINWATER DRIVE SUITE 500 ALPHARETTA GA 30009 PUBLIC CHARITY OPERATIONS 2500 NATIONAL MS SOCIETY 733 THIRD AVENUE NEW YORK NY 10017 PUBLIC CHARITY OPERATIONS 250 PROMISE 686 4729 PEACHTREE INDUSTRIAL BOULEVARD SUITE 100 BERKELEY LAKE GA 30092 PUBLIC CHARITY OPERATIONS 5755 RFK CHILDREN'S ACTION CORPS 11 BEACON STREET SUITE 820 BOSTON MA 02108 PUBLIC CHARITY OPERATIONS 9000 RODMAN RIDE FOR KIDS 100 LEGENDS WAY BOSTON MA 02114 PUBLIC CHARITY OPERATIONS 4500 SIXSEEDS INC 52 WALTHAM STREEET LEXINGTON MA 02421 PUBLIC CHARITY OPERATIONS 150000 SOCIETY OF ST VINCENT DE PAUL 40 GROVE PLACE BABLYON NY 11702 PUBLIC CHARITY OPERATIONS 2500 SOCRATES 3000 SAND HILL ROAD 3-110 MENLO PARK CA 94025 PUBLIC CHARITY OPERATIONS 5000 SPECIAL HOPE NETWORK PO BOX 50543 BELLEVUE WA 98015 PUBLIC CHARITY OPERATIONS 10000 STOP3ORG INC 500 CUMMINGS CENTER SUITE 4400 BEVERLY MA 01915 PUBLIC CHARITY OPERATIONS 10000 TELEMACHUS FOUNDATION INC 21 DEMPSEY LANE GREENWICH CT 06830 PUBLIC CHARITY OPERATIONS 1000 THE COMMITTEE FOR A RESPONSIBLE FEDERAL BUDGET 1899 L STREET NW SUITE 225 WASHINGTON DC 20036 PUBLIC CHARITY OPERATIONS 2500 THE LEADERSHIP FOUNDATION 902 MARKET STREET TACOMA WA 98402 PUBLIC CHARITY OPERATIONS 5000 THE OPEN DOOR 28 EMERSON AVENUE GLOUCESTER MA 01930 PUBLIC CHARITY OPERATIONS 1000 THE VERITAS FORUM 100 LEGENDS WAY BOSTON MA 02114 PUBLIC CHARITY OPERATIONS 53000 UNH FOUNDATION INC 9 EDGEWOOD ROAD DURHAM NH 03824 PUBLIC CHARITY OPERATIONS 1000 UVA CENTER FOR CHRISTIAN STUDY 128 CHANCELLOR STREET CHARLOTTESVILLE VA 22903 PUBLIC CHARITY OPERATIONS 1000 VIRGIN MONEY GIVING 1 NUTLEY TERRACE LONDON UK PUBLIC CHARITY OPERATIONS 1618 WINCHESTER GOT LUNCH PO BOX 322 WINCHESTER MA 01890 PUBLIC CHARITY OPERATIONS 1000 WORLD VISION PO BOX 9716 FEDERAL WAY WA 98063 PUBLIC CHARITY OPERATIONS 2250 WOUNDED WARRIOR PROJECT PO BOX 758517 TOPEKA KS 66675 PUBLIC CHARITY OPERATIONS 4450 478493 0 14 57657 18 37494 0 95151 0 95151 0 0 0 0 0 0 0 0 0 0 X X 1 JEAN KINGSTON 16 CHESTNUT STREET WINCHESTER MA 01890 250000 X 2 JOHN KINGSTON 16 CHESTNUT STREET WINCHESTER MA 01890 261572 X 3 JOHN KINGSTON 16 CHESTNUT STREET WINCHESTER MA 01890 247000 X 4 JOHN KINGSTON 16 CHESTNUT STREET WINCHESTER MA 01890 726874 X 3 SINGLE FAMILY RENTAL PROPERTY 247000 2014-12-30 4 MARKETABLE SECURITIES 726874 2014-12-15 ACCOUNTANT FEES 4853 2427 2426 FIDELITY INVESTMENTS 0 0 UBS INVESTMENTS 1713930 1713930 LEGAL FEES 1441 0 1441 PROGRAM RELATED INVESTMENT - RETURN OF THE PRODIGAL SON 0 200000 200000 PROGRAM RELATED INVESTMENTS 684078 0 0 PROGRAM RELATED INVESTMENT - PATHEOS 0 300000 300000 CHARITABLE EVENTS 89182 0 89182 AUTO EXPENSES 353 0 353 OPERATING AND ADMINISTRATIVE EXPENSES 20696 0 20696 BANK FEES 382 382 0 PROGRAM SERVICE EXPENSE 135812 0 135812 UNREALIZED GAIN 16985 PRIOR PERIOD ADJUSTMENT TO BOOK INCOME 102623 INVESTMENT FEES 19042 19042 0 CONSULTING 5625 2813 2812 JEAN KINGSTON 52 WALTHAM STREET LEXINGTON MA 02421 EXCISE TAXES 3527 0 0 FOREIGN TAXES 344 344 0