SWENSON FAM FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- SWENSON FAM FOUNDATION (EIN 06-1442402)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-18
- IRS object ID
- 201211399349100101
- Schema version
- 2011v1.2
- 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
- Compensation Explanation
- Investments Corp Bonds 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) |
|---|---|---|
| Timestamp | 2012-05-18T07:26:28-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEVEN SEWALD & COMPANY CPAS | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 242 ROUTE 79 NORTH SUITE 3 | AddressLine1 |
| City | MORGANVILLE | City |
| State | NJ | State |
| ZIP Code | 077512079 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061442402 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SWENSON FAMILY FOUNDATION | BusinessNameLine1 |
| Business Name Line2 | GARY L & JANNETTE E SWENSON TTEES | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SWEN | NameControl |
| Phone | 7323321700 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 242 ROUTE 79 NORTH SUITE 3 | AddressLine1 |
| City | MORGANVILLE | City |
| State | NJ | State |
| ZIP Code | 07751 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GARY SWENSON | Name |
| Title | PRESIDENT | Title |
| Phone | 7323321700 | Phone |
| Date Signed | 2012-05-15 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GERARD A DIMINO | Name |
| Phone | 7323321700 | Phone |
| Date Prepared | 2012-05-18 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 2076000 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 5133 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 26 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 26 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 65912 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 65912 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 86488 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 621722 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 86488 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 157559 | TotalRevenueAndExpenses |
| Total Net Investment Income | 152426 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 3500 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 3500 | AccountingFeesNetInvstIncm |
| Other Prof Fees Rev And Expnss | 12390 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 12390 | OtherProfFeesNetInvstIncm |
| Taxes Rev And Expnss | 596 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 596 | TaxesNetInvstIncm |
| Other Expenses Rev And Expnss | 125 | OtherExpensesRevAndExpnss |
| Other Expenses Dsbrs Chrtbl Prps | 125 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 16611 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 16486 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 125 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 224872 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 224872 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 241483 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 16486 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 224997 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -83924 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 135940 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 24559 | CashBOY |
| Cash EOY | 63076 | CashEOY |
| Cash EOYFMV | 63076 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 29248 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 5236 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 5236 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 85623 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 35001 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 36531 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 1401097 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1548937 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1911708 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 141475 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 58264 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 59449 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 1682002 | TotalAssetsBOY |
| Total Assets EOY | 1710514 | TotalAssetsEOY |
| Total Assets EOYFMV | 2076000 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 1335424 | CapitalStockBOY |
| Capital Stock EOY | 1335424 | CapitalStockEOY |
| Retained Earnings BOY | 346578 | RetainedEarningsBOY |
| Retained Earnings EOY | 262654 | RetainedEarningsEOY |
| Total Net Assets BOY | 1682002 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1598078 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1682002 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1598078 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1682002 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -83924 | ExcessOfRevenueOverExpenses |
| Subtotal | 1598078 | Subtotal |
| Total Net Assets Fund Balances EOY | 1598078 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| SEE ATTACHED | P | 2011-01-01 | 2011-12-01 | 86403 | 88725 | -2322 | -2322 |
| SEE ATTACHED | P | 2010-01-01 | 2011-12-31 | 511684 | 446509 | 65175 | 65175 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 86488 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 125125 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 2127963 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.058800 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 124843 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1877122 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.066508 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 135901 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 2116995 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.064195 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 122860 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 2311350 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.053155 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 132622 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 2200854 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.060259 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.302917 | TotalDistributionRatio |
| Average Distribution Ratio | 0.060583 | AverageDistributionRatio |
| Net Noncharitable Assets | 2265836 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 137271 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1359 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 138630 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 224997 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 1359 | InvestmentIncomeExciseTax |
| Subtotal | 1359 | Subtotal |
| Tax Based On Investment Income | 1359 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1010 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 2393 | TaxPaidWithExtension |
| Total Credits And Payments | 3403 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Penalty For Underpayment | 4 | PenaltyForUnderpayment |
| Overpayment | 2040 | Overpayment |
| Amount Credited To Next Year | 2040 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | CT | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | true | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | GARY L SWENSON | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 7323321700 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 36 GAMECOCK ROAD | AddressLine1 |
| City | GREENWICH | City |
| State | CT | State |
| ZIP Code | 06830 | ZIPCode |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| GARY L SWENSON | ||||||||
| 36 GAMECOCK ROAD | GREENWICH | CT | 06830 | TRUSTEE | 1.00 | 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 Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 2252927 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 47414 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 2300341 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 2300341 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 34505 | CashDeemedCharitable |
| Net Noncharitable Assets | 2265836 | NetNoncharitableAssets |
| Minimum Investment Return | 113292 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 113292 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1359 | TaxBasedOnInvestmentIncome |
| Total Tax | 1359 | TotalTax |
| Distributable Amount Before Adj | 111933 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 111933 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 111933 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 224997 | ExpensesAndContributions |
| Qualifying Distributions | 224997 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 1359 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 223638 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 111933 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 27895 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 10106 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 30479 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 31541 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 21427 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 121448 | TotalExcessDistriCarryover |
| Qualifying Distributions | 224997 | QualifyingDistributions |
| Applied To Current Year | 111933 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 113064 | RemainingDistriFromCorpus |
| Total Corpus | 234512 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 27895 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 206617 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 10106 | ExcessFromYear4 |
| Excess From Year3 | 30479 | ExcessFromYear3 |
| Excess From Year2 | 31541 | ExcessFromYear2 |
| Excess From Year1 | 21427 | ExcessFromYear1 |
| Excess From Current Year | 113064 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SWENSON FAMILY FOUNDATION | BusinessNameLine1 |
| Business Name Line2 | SWENSON FAMILY FOUNDATION | BusinessNameLine2 |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 242 ROUTE 79 NORTH | AddressLine1 |
| Address Line2 | SUITE 3 | AddressLine2 |
| City | MORGANVILLE | City |
| State | NJ | State |
| ZIP Code | 07751 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationship |
| Recipient Foundation Status | PUBLIC | RecipientFoundationStatus |
| Purpose Of Grant Or Contribution | GENERAL PURPOSE | PurposeOfGrantOrContribution |
| Amount | $112,436 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 112436 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $26 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $65,912 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $86,488 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $152,426 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 152426 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | KIM SWENSON | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 242 ROUTE 79 NORTH SUITE 3 | AddressLine1 |
| City | MORGANVILLE | City |
| State | NJ | State |
| ZIP Code | 07751 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 5133 | AggregateContributions |
| Noncash Contribution Type | X | NoncashContributionType |
Noncash Property NoncashProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number From Part I | 1 | ContributorNumberFromPartI |
| Noncash Property Description | 95 SHS HALIBURTON CO. | NoncashPropertyDescription |
| Fair Market Value | 5133 | FairMarketValue |
| Date Received | 2011-07-08 | DateReceived |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | Category |
| Amount | $3,500 | Amount |
| Net Investment Income | 3500 | NetInvestmentIncome |
Compensation Explanation CompensationExplanation
Compensation Compensation (2 entries)
| GARY L SWENSON |
| JANNETTE E SWENSON |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | SEE ATTACHED SCHEDULE | NameOfBond |
| EOY Book Value | 58264 | EOYBookValue |
| EOYFMV | 59449 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (2 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| SEE ATTACHED SCHEDULE | 1545817 | 1911708 |
| AJUST FOR CONTRIBUTION OF 95 SHS HAR | 3120 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|
| EXPENSES | ||
| PUBLICATION FEES | 125 | 125 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| CUSTODY FEES | $915 | 915 |
| PROFESSIONAL FEES | $11,475 | 11475 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | KIM SWENSON | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 242 ROUTE 79 NORTH SUITE 3 | AddressLine1 |
| Address Line2 | 242 ROUTE 79 NORTH SUITE 3 | AddressLine2 |
| City | MORGANVILLE | City |
| State | NJ | State |
| ZIP Code | 07751 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | Category |
| Amount | $596 | Amount |
| Net Investment Income | 596 | NetInvestmentIncome |
Comments