The Carl and Toby Sloane Family Foundation: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- The Carl and Toby Sloane Family Foundation (EIN 20-5632178)
- Tax period
- 2023-01-01 to 2023-12-27
- Filed
- 2024-08-29
- IRS object ID
- 202402429349101105
- Schema version
- 2023v5.1
- 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
- Form 990-PF
- Depreciation Schedule
- General Explanation Attachment
- Liquidation Explanation Stmt
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-08-29T13:34:23-05:00 | ReturnTs |
| Tax Period End | 2023-12-27 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205632178 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Carl and Toby Sloane Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | CARL | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TOBY SLOANE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2024-08-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Final Return | Yes (X) | FinalReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $0 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,113 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,113 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $6,088 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,088 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,883 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $132,414 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,883 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $12,084 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $12,084 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $1,100 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,100 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $300 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $11,750 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $11,750 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $13,150 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,100 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $11,750 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $756,199 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $756,199 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $769,349 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,100 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $767,949 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$757,265 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $10,984 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $32,185 | SavAndTempCashInvstBOYAmt |
| Corporate Stock BOY | $460,251 | CorporateStockBOYAmt |
| Other Investments BOY | $200,000 | OtherInvestmentsBOYAmt |
| Total Assets BOY | $692,436 | TotalAssetsBOYAmt |
| Total Assets EOY | $0 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $0 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $692,436 | RetainedEarningBOYAmt |
| Tot Net Ast Or Fund Balances BOY | $692,436 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $0 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $692,436 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $0 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $692,436 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$757,265 | ExcessRevenueOverExpensesAmt |
| Other Increases | $64,829 | OtherIncreasesAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| Publicly-traded Securities | $32,414 | $27,531 | $4,883 | $4,883 | |||
| 11TH JUBILEE FIX - 0.720% - 05/01/2023 | $100,000 | $100,000 | P | 2021-05-04 | 2023-05-01 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,883 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $153 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $153 | SubtotalAmt |
| Tax Based On Investment Income | $153 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $14 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $139 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $153 | TotalPaymentsAndCreditsAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
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 | Yes (true) | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| Lisa Sloane | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, VP | 1.0 | $0 | $0 | $0 |
| Toby Sloane | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Pres, Sec | 1.0 | $0 | $0 | $0 |
| Todd C Sloane | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, VP | 1.0 | $0 | $0 | $0 |
| Amy Sloane-Pinel | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, VP | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $228,962 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $33,519 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $87,671 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $350,152 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $350,152 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,252 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $344,900 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $17,056 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $17,056 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $153 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $153 | TotalTaxAmt |
| Distributable Before Adj | $16,903 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $16,903 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $16,903 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $767,949 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $767,949 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $16,903 | DistributableAsAdjustedAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $14,200 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $101,983 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $53,349 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $50,976 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $31,663 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $252,171 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $767,949 | QualifyingDistributionsAmt |
| Applied To Current Year | $16,903 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $751,046 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,003,217 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $14,200 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $989,017 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $101,983 | ExcessFromYear4Amt |
| Excess From Year3 | $53,349 | ExcessFromYear3Amt |
| Excess From Year2 | $50,976 | ExcessFromYear2Amt |
| Excess From Year1 | $31,663 | ExcessFromYear1Amt |
| Excess From Current Year | $751,046 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Toby Sloane | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BETH ISRAEL DEACONESS MEDICAL CENTER INC | |||||||
| 330 BROOKLINE AVE | BOSTON | MA | 02215 | N/A | PC | General & Unrestricted | $5,000 |
| BOOK HARVEST | |||||||
| 2501 UNIVERSITY DR | DURHAM | NC | 27707 | N/A | PC | General & Unrestricted | $500 |
| CITYSTEP ORG INC | |||||||
| 640 W END AVE APT 3A | NEW YORK | NY | 10024 | N/A | PC | General & Unrestricted | $5,000 |
| COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON | |||||||
| KRAFT FAMILY BLDG 126 HIGH ST | BOSTON | MA | 02110 | N/A | PC | General & Unrestricted (IN-KIND GRANTS - SEE GENERAL EXPLANATION) | $497,549 |
| COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON | |||||||
| KRAFT FAMILY BLDG 126 HIGH ST | BOSTON | MA | 02110 | N/A | PC | General & Unrestricted to and Toby Sloane DAF | $25,850 |
| COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON | |||||||
| KRAFT FAMILY BLDG 126 HIGH ST | BOSTON | MA | 02110 | N/A | PC | General & Unrestricted | $204,300 |
| ETHEL WALKER SCHOOL INC | |||||||
| 230 BUSHY HILL RD | SIMSBURY | CT | 06070 | N/A | PC | General & Unrestricted | $3,000 |
| HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE | |||||||
| 202 WASHINGTON ST SUITE 343 | BROOKLINE | MA | 02445 | N/A | PC | Hillel Council of New England | $5,000 |
| HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE | |||||||
| 52 MOUNT AUBURN ST | CAMBRIDGE | MA | 02138 | N/A | PC | General & Unrestricted | $5,000 |
| SIMMONS UNIVERSITY | |||||||
| 300 THE FENWAY | BOSTON | MA | 02115 | N/A | PC | The Sloane Family Scholarship Fund | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $756,199 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,113 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,088 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,883 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $12,084 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $12,084 | 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 |
Depreciation Schedule DepreciationSchedule
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PART XIV (FORM 990-PF): | IdentifierTxt |
| Form And Line Reference | PART XIV (FORM 990-PF): | FormAndLineReferenceDesc |
| Medium Explanation | DISTRIBUTIONS OF PROPERTY VALUE AT FAIR MARKET VALUE AT DATE OF DISTRIBUTION METHOD FOR DETERMINING FMV OF SECURITIES: AVERAGE OF HIGH/LOW ON DATE GRANTED TO CHARITY METHOD OF DETERMINING BOOK VALUE OF SECURITIES: COST OF AVERAGE OF HIGH/LOW ON DATE CONTRIBUTED TO FOUNDATION TOTAL FAIR MARKET VALUE OF PROPERTY: $497,549 TOTAL BOOK VALUE OF PROPERTY: $432,720 TOTAL CASH PORTION OF GRANTS: TOTAL AMOUNT OF GRANTS: $497,549 FORM 990-PF, PART III, LINE 3 - OTHER INCREASES: $64,829 DETAILS OF ITEMS GRANTED: DESCRIPTION OF PROPERTY: FLEXSHARES GLOBAL UPSTREAM NATURAL RESOURCES INDEX UNITS: 794 DATE OF DISTRIBUTION: 06-30-2023 GRANT RECIPIENT: COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON INC FMV OF PROPERTY: $31,601 BOOK VALUE OF PROPERTY: $28,364 CASH PORTION OF GRANT: TOTAL AMOUNT OF GRANT: $31,601 DESCRIPTION OF PROPERTY: ISHARES BARCLAYS US AGGREGATE BOND FUND UNITS: 467 DATE OF DISTRIBUTION: 06-30-2023 GRANT RECIPIENT: COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON INC FMV OF PROPERTY: $45,635 BOOK VALUE OF PROPERTY: $52,936 CASH PORTION OF GRANT: TOTAL AMOUNT OF GRANT: $45,635 DESCRIPTION OF PROPERTY: ISHARES S&P GLOBAL I UNITS: 537 DATE OF DISTRIBUTION: 06-30-2023 GRANT RECIPIENT: COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON INC FMV OF PROPERTY: $24,987 BOOK VALUE OF PROPERTY: $23,405 CASH PORTION OF GRANT: TOTAL AMOUNT OF GRANT: $24,987 DESCRIPTION OF PROPERTY: NORTHERN FDS STK INDEX FUND UNITS: 1,935 DATE OF DISTRIBUTION: 07-10-2023 GRANT RECIPIENT: COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON INC FMV OF PROPERTY: $90,520 BOOK VALUE OF PROPERTY: $65,875 CASH PORTION OF GRANT: TOTAL AMOUNT OF GRANT: $90,520 DESCRIPTION OF PROPERTY: NORTHERN FUNDS INTL EQ INDEX UNITS: 3,704 DATE OF DISTRIBUTION: 07-10-2023 GRANT RECIPIENT: COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON INC FMV OF PROPERTY: $49,039 BOOK VALUE OF PROPERTY: $42,854 CASH PORTION OF GRANT: TOTAL AMOUNT OF GRANT: $49,039 DESCRIPTION OF PROPERTY: NORTHERN FUNDS MID CAP INDEX UNITS: 2,145 DATE OF DISTRIBUTION: 07-10-2023 GRANT RECIPIENT: COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON INC FMV OF PROPERTY: $42,942 BOOK VALUE OF PROPERTY: $38,317 CASH PORTION OF GRANT: TOTAL AMOUNT OF GRANT: $42,942 DESCRIPTION OF PROPERTY: NORTHERN GLOBAL RE INDES FD UNITS: 1,394 DATE OF DISTRIBUTION: 07-10-2023 GRANT RECIPIENT: COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON INC FMV OF PROPERTY: $12,453 BOOK VALUE OF PROPERTY: $14,139 CASH PORTION OF GRANT: TOTAL AMOUNT OF GRANT: $12,453 DESCRIPTION OF PROPERTY: NORTHERN HIGH YIELD FIXED INCOME FUND UNITS: 6,882 DATE OF DISTRIBUTION: 07-10-2023 GRANT RECIPIENT: COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON INC FMV OF PROPERTY: $39,298 BOOK VALUE OF PROPERTY: $43,634 CASH PORTION OF GRANT: TOTAL AMOUNT OF GRANT: $39,298 DESCRIPTION OF PROPERTY: NORTHERN SMALL CAP INDEX FD UNITS: 2,086 DATE OF DISTRIBUTION: 07-10-2023 GRANT RECIPIENT: COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON INC FMV OF PROPERTY: $25,907 BOOK VALUE OF PROPERTY: $25,758 CASH PORTION OF GRANT: TOTAL AMOUNT OF GRANT: $25,907 DESCRIPTION OF PROPERTY: SPDR S&P 500 ETF TRUST UNITS: 182 DATE OF DISTRIBUTION: 06-30-2023 GRANT RECIPIENT: COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON INC FMV OF PROPERTY: $79,736 BOOK VALUE OF PROPERTY: $37,787 CASH PORTION OF GRANT: TOTAL AMOUNT OF GRANT: $79,736 DESCRIPTION OF PROPERTY: VANGUARD FTSE ALL-WORLD EX-US ETF UNITS: 640 DATE OF DISTRIBUTION: 06-30-2023 GRANT RECIPIENT: COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON INC FMV OF PROPERTY: $34,419 BOOK VALUE OF PROPERTY: $32,165 CASH PORTION OF GRANT: TOTAL AMOUNT OF GRANT: $34,419 DESCRIPTION OF PROPERTY: VANGUARD FTSE EMERGING MARKETS UNITS: 521 DATE OF DISTRIBUTION: 06-30-2023 GRANT RECIPIENT: COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON INC FMV OF PROPERTY: $21,012 BOOK VALUE OF PROPERTY: $27,486 CASH PORTION OF GRANT: TOTAL AMOUNT OF GRANT: $21,012 | MediumExplanationTxt |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | The following information is submitted in accordance with Treasury Regulation Section 1.6043-3(a)(1) and the Form 990-PF instructions: During the taxable year ending December 27, 2023, The Carl and Toby Sloane Family Foundation (the "Foundation") made distributions from assets from sources other than current income in complete liquidation. The Foundation filed the attached Certificate of Dissolution with the Secretary of State of Delaware on December 27, 2023. The Foundation made distributions of cash to the grantees listed in the attachment to Part XIV, Line 3a; each such grant was made solely for the charitable purpose specified therein. | ExplanationTxt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $11,700 | $11,700 |
| State or Local Filing Fees | $50 | $50 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GRANTS OF PUBLICLY TRADED SECURITIES | Desc |
| Amt | $64,829 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $1,100 | Amt |
| Net Investment Income | $1,100 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990-PF Extension for 2022 | CategoryTxt |
| Amt | $300 | Amt |
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