BETA

SWENSON FAM FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
SWENSON FAM FOUNDATION (EIN 06-1442402)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-05-14
IRS object ID
201401349349100105
Schema version
2013v3.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2014-05-14T06:43:54-05:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1THE LEO GROUP LLCBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11128 CAMPUS DRIVE WESTAddressLine1
CityMORGANVILLECity
StateNJState
ZIP Code07751ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN061442402EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SWENSON FAMILY FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlSWENBusinessNameControlTxt
Phone7323720202PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11128 CAMPUS DRIVE WESTAddressLine1
CityMORGANVILLECity
StateNJState
ZIP Code07751ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGARY SWENSONPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone7323720202PhoneNum
Signature2014-04-30SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGERARD A DIMINOPreparerPersonNm
PTINP00916630PTIN
Phone7323720202PhoneNum
Preparation2014-04-30PreparationDt
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,108,721FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$136,893ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$346InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$346InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$20,239DividendsRevAndExpnssAmt
Dividends Net Invst Incm$20,239DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$73,967NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$403,835GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$90,167CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$231,445TotalRevAndExpnssAmt
Total Net Invst Incm$110,752TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$3,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,500AccountingFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss$11,516OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$11,516OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$9,160TaxesRevAndExpnssAmt
Taxes Net Invst Incm$160TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$135OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$135OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$24,311TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$15,176TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$135TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$105,625ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$105,625ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$129,936TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$15,176TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$105,760TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$101,509ExcessRevenueOverExpensesAmt
Net Investment Income$95,576NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$31,295CashBOYAmt
Cash EOY$53,976CashEOYAmt
Cash EOYFMV$53,976CashEOYFMVAmt
Sav And Temp Cash Invst BOY$20,843SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$82,329SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$82,329SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$15,013USGovernmentObligationsBOYAmt
Corporate Stock BOY$1,882,539CorporateStockBOYAmt
Corporate Stock EOY$1,926,236CorporateStockEOYAmt
Corporate Stock EOYFMV$1,972,416CorporateStockEOYFMVAmt
Corporate Bonds BOY$11,933CorporateBondsBOYAmt
Total Assets BOY$1,961,623TotalAssetsBOYAmt
Total Assets EOY$2,062,541TotalAssetsEOYAmt
Total Assets EOYFMV$2,108,721TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$1,335,424CapitalStockBOYAmt
Capital Stock EOY$1,335,424CapitalStockEOYAmt
Retained Earning BOY$626,199RetainedEarningBOYAmt
Retained Earning EOY$727,117RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,961,623TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,062,541TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,961,623TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,062,541TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,961,623TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$101,509ExcessRevenueOverExpensesAmt
Subtotal$2,063,132SubtotalAmt
Other Decreases$591OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,062,541TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
THROUGH STATE STREETP2013-01-012013-12-31$27,829$26,990$839$839
THROUGH STATE STREETP2001-01-012013-12-31$351,974$286,678$65,296$65,296
THROUGH STATE STREETP2001-01-012013-12-31$3,421$3,421$3,421
FieldValueIRS element (for citing)
Capital Gain Net Income$90,167CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$839NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$119,670AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,026,635NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.059049DistributionYr1Rt
Adjusted Qlfy Distri Yr2$112,561AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,265,836NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.049677DistributionYr2Rt
Adjusted Qlfy Distri Yr3$125,125AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,127,963NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.058800DistributionYr3Rt
Adjusted Qlfy Distri Yr4$124,843AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,877,122NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.066508DistributionYr4Rt
Adjusted Qlfy Distri Yr5$135,901AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$2,116,995NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.064195DistributionYr5Rt
Total Distribution0.298229TotalDistributionRt
Average Distribution0.059646AverageDistributionRt
Net Vl Noncharitable Assets$2,036,481NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$121,468AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$956NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$122,424AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$105,760QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,912InvestmentIncomeExciseTaxAmt
Subtotal$1,912SubtotalAmt
Tax Based On Investment Income$1,912TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$4,058EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$4,058TotalPaymentsAndCreditsAmt
Overpayment$2,146OverpaymentAmt
Applied To ES Tax$2,146AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCTOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksGARY L SWENSONIndividualWithBooksNm
Phone7323720202PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line136 GAMECOCK ROADAddressLine1
CityGREENWICHCity
StateCTState
ZIP Code06830ZIPCode
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
GARY L SWENSON
36 GAMECOCK ROADGREENWICHCT06830TRUSTEE0.50$0$0$0
JANNETTE E SWENSON
36 GAMECOCK ROADGREENWICHCT06830TRUSTEE0.50$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,929,052AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$138,441AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,067,493TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$2,067,493AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$31,012CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,036,481NetVlNoncharitableAssetsAmt
Minimum Investment Return$101,824MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$101,824MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,912TaxBasedOnInvestmentIncomeAmt
Total Tax$1,912TotalTaxAmt
Distributable Before Adj$99,912DistributableBeforeAdjAmt
Distributable Before Ded$99,912DistributableBeforeDedAmt
Distributable As Adjusted$99,912DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$105,760ExpensesAndContributionsAmt
Qualifying Distributions$105,760QualifyingDistributionsAmt
Adjusted Qualifying Distri$105,760AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$99,912DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$30,479ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$31,541ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$21,427ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,988ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$25,320ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$110,755TotalExcessDistributionCyovAmt
Qualifying Distributions$105,760QualifyingDistributionsAmt
Applied To Current Year$99,912AppliedToCurrentYearAmt
Remaining Distri From Corpus$5,848RemainingDistriFromCorpusAmt
Total Corpus$116,603TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$30,479ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$86,124ExcessDistriCyovToNextYrAmt
Excess From Year4$31,541ExcessFromYear4Amt
Excess From Year3$21,427ExcessFromYear3Amt
Excess From Year2$1,988ExcessFromYear2Amt
Excess From Year1$25,320ExcessFromYear1Amt
Excess From Current Year$5,848ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

FieldValueIRS element (for citing)
Recipient PersonSEE ATTACHEDRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11128 CAMPUS DRIVE WESTAddressLine1
Address Line21128 CAMPUS DRIVE WESTAddressLine2
CityMORGANVILLECity
StateNJState
ZIP Code07751ZIPCode
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationshipTxt
Recipient Foundation StatusPUBLICRecipientFoundationStatusTxt
Grant Or Contribution PurposeGENERAL PURPOSEGrantOrContributionPurposeTxt
Amt$105,625Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$105,625TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$346ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$20,239ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$73,967ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$94,552ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$94,552TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1CityContributorUSAddress/CityStateContributorUSAddress/StateZIP CodeContributorUSAddress/ZIPCodeTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
KIMBERLY SWENSON
11128 CAMPUS DRIVE WESTMORGANVILLENJ07751$36,893Yes (X)Yes (X)
GARY SWENSON
21128 CAMPUS DRIVE WESTMORGANVILLENJ07751$100,000Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1PPG INDUSTRIES$9,7202013-08-02
1DELUXE CORP$2,2302013-08-02
1HOME DEPOT$17,4542013-01-24

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATION FEESCategoryTxt
Amt$3,500Amt
Net Investment Income$3,500NetInvestmentIncomeAmt

Compensation Explanation CompensationExplanation

Compensation Explanation CompensationExplanationGrp (2 entries)

GARY L SWENSON
JANNETTE E SWENSON

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondSEE ATTACHED SCHEDULEBondNm

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSEE ATTACHED SCHEDULEStockNm
EOY Book Value$1,926,236EOYBookValueAmt
EOYFMV$1,972,416EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescriptionTIMING DIFFERENCESDescription
Amount$591Amount

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
PUBLICATION FEES$135$135

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
CUSTODY FEES$798$798
PROFESSIONAL FEES$10,718$10,718

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail (2 entries)

Address Line1USAddress/AddressLine1Address Line2USAddress/AddressLine2CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCode
KIM SWENSON
1128 CAMPUS DRIVE WEST1128 CAMPUS DRIVE WESTMORGANVILLENJ07751
GARY SWENSON
1128 CAMPUS DRIVE WEST1128 CAMPUS DRIVE WESTMORGANVILLENJ07751

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAXES$160$160
EXCISE TAX$9,000

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