The Carl and Toby Sloane Family Foundation: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- The Carl and Toby Sloane Family Foundation (EIN 20-5632178)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-28
- IRS object ID
- 202041499349101604
- Schema version
- 2019v5.1
- 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
- Schedule B
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-28T11:43:16-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | 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 M SLOANE | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2020-05-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
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 | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $937,848 | 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 | $49,758 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $391 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $391 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $25,028 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $25,028 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $9,304 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $342,674 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $9,304 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $84,481 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $34,723 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $2,766 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,766 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $307 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $8,755 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $25 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $8,730 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $11,828 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,791 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,730 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $140,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $140,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $151,828 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,791 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $148,730 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$67,347 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $31,932 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $25,023 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $29,031 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $29,031 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $677,603 | CorporateStockBOYAmt |
| Corporate Stock EOY | $606,248 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $708,817 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $200,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $200,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $200,000 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $902,626 | TotalAssetsBOYAmt |
| Total Assets EOY | $835,279 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $937,848 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $902,626 | RetainedEarningBOYAmt |
| Retained Earning EOY | $835,279 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $902,626 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $835,279 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $902,626 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $835,279 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $902,626 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$67,347 | ExcessRevenueOverExpensesAmt |
| Subtotal | $835,279 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $835,279 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| Publicly-traded Securities | $142,674 | $133,370 | $9,304 | $9,304 | |||
| 10TH JUBILEE FIX 2Y 2.07% 05/01/2019 | $100,000 | $100,000 | P | 2017-05-10 | 2019-05-01 | ||
| ISRAEL ST BOND - 2.25% - 11/01/2019 | $100,000 | $100,000 | P | 2017-11-13 | 2019-11-01 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $9,304 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $61,991 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $979,969 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.063258 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $48,881 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $979,889 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049884 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $133,068 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $987,571 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.134743 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $25,207 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $953,961 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.026424 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $248,053 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $943,863 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.262806 | DistributionYr5Rt |
| Total Distribution | 0.537115 | TotalDistributionRt |
| Average Distribution | 0.107423 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $941,329 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $101,120 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $319 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $101,439 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $148,730 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $319 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $319 | SubtotalAmt |
| Tax Based On Investment Income | $319 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $319 | TaxDueAmt |
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 | false | 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 | false | 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 | $723,016 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $37,306 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $195,342 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $955,664 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $955,664 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,335 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $941,329 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $47,066 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $47,066 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $319 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $319 | TotalTaxAmt |
| Distributable Before Adj | $46,747 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $46,747 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $46,747 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $148,730 | 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 | $148,730 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $319 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $148,411 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $46,747 | DistributableAsAdjustedAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $205,876 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $84,568 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,084 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $14,200 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $305,728 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $148,730 | QualifyingDistributionsAmt |
| Applied To Current Year | $46,747 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $101,983 | RemainingDistriFromCorpusAmt |
| Total Corpus | $407,711 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $205,876 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $201,835 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $84,568 | ExcessFromYear3Amt |
| Excess From Year2 | $1,084 | ExcessFromYear2Amt |
| Excess From Year1 | $14,200 | ExcessFromYear1Amt |
| Excess From Current Year | $101,983 | 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 (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALS THERAPY ALLIANCE INC | |||||||
| 16 OAKLAND AVE | NEEDHAM | MA | 02492 | N/A | PC | General & Unrestricted | $1,000 |
| AMERICAN FRIENDS OF THE MUSEE DORSAY | |||||||
| PO BOX 4233 | NEW YORK | NY | 10163 | N/A | PC | General & Unrestricted | $10,000 |
| BERKSHIRE COUNTRY DAY SCHOOL INC | |||||||
| PO BOX 867 | LENOX | MA | 01240 | N/A | PC | General & Unrestricted | $1,000 |
| BOOK HARVEST | |||||||
| 2501 UNIVERSITY DR | DURHAM | NC | 27707 | N/A | PC | General & Unrestricted | $2,500 |
| BOSTON CENTER FOR INDEPENDENT LIVING INC | |||||||
| 60 TEMPLE PL 5TH FL | BOSTON | MA | 02111 | N/A | PC | General & Unrestricted | $500 |
| BROWN UNIVERSITY Annual Fund | |||||||
| BOX 1976 | PROVIDENCE | RI | 02912 | N/A | PC | General & Unrestricted | $1,000 |
| CITYSTEP ORG INC | |||||||
| 640 W END AVE APT 3A | NEW YORK | NY | 10024 | N/A | PC | General & Unrestricted | $10,000 |
| COMMUNITY THEATRE OF GREENSBORO INC | |||||||
| 520 S ELM ST | GREENSBORO | NC | 27406 | N/A | PC | On Stage and Inclusive Program | $5,000 |
| EASTERN MUSIC FESTIVAL INC | |||||||
| 200 N DAVIE ST | GREENSBORO | NC | 27401 | N/A | PC | General & Unrestricted | $10,000 |
| EPIC FOUNDATION INC | |||||||
| 115 5TH AVE 6TH FL | NEW YORK | NY | 10012 | N/A | PC | General & Unrestricted | $5,000 |
| ETHEL WALKER SCHOOL INC | |||||||
| 230 BUSHY HILL RD | SIMSBURY | CT | 06070 | N/A | PC | General & Unrestricted | $1,000 |
| GRACE CHURCH AN EPISCOPAL COMMUNITY IN THE SOUTHE | |||||||
| PO BOX 114 | GREAT BARRINGTON | MA | 01230 | N/A | PC | Lee Food Pantry | $600 |
| GREENSBORO JEWISH FEDERATION | |||||||
| 5509 W FRIENDLY AVE STE C | GREENSBORO | NC | 27410 | N/A | PC | General & Unrestricted | $5,000 |
| HEVREH OF SOUTHERN BERKSHIRE INC | |||||||
| 270 STATE RD | GREAT BARRINGTON | MA | 01230 | N/A | PC | General & Unrestricted | $2,500 |
| HEVREH OF SOUTHERN BERKSHIRE INC | |||||||
| 270 STATE RD | GREAT BARRINGTON | MA | 01230 | N/A | PC | Charitable Event | $10,000 |
| HEVREH OF SOUTHERN BERKSHIRE INC | |||||||
| 270 STATE RD | GREAT BARRINGTON | MA | 01230 | N/A | PC | General & Unrestricted | $1,000 |
| HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE | |||||||
| 52 MOUNT AUBURN ST | CAMBRIDGE | MA | 02138 | N/A | PC | General & Unrestricted | $10,000 |
| IKAR | |||||||
| 1737 S LA CIENEGA BLVD | LOS ANGELES | CA | 90035 | N/A | PC | Capital Campaign | $10,000 |
| ISABELLA STEWART GARDNER MUSEUM INC | |||||||
| 25 EVANS WAY | BOSTON | MA | 02115 | N/A | PC | General & Unrestricted | $1,000 |
| JEWISH FEDERATION OF THE BERKSHIRES INC | |||||||
| 196 S ST | PITTSFIELD | MA | 01201 | N/A | PC | General & Unrestricted | $500 |
| LEHIGH UNIVERSITY | |||||||
| 125 GOODMAN DR | BETHLEHEM | PA | 18015 | N/A | PC | General & Unrestricted | $1,000 |
| LITERACY NETWORK OF SOUTH BERKSHIRE INC | |||||||
| 100 MAIN ST | LEE | MA | 01238 | N/A | PC | General & Unrestricted | $700 |
| MASSACHUSETTS IMMIGRANT AND REFUGEE ADVOCACY COALI | |||||||
| 105 CHAUNCY ST STE 901 | BOSTON | MA | 02111 | N/A | PC | the Berkshire Immigrant Center | $600 |
| NEWTON FOOD PANTRY INC | |||||||
| 1608 BEACON ST | NEWTON | MA | 02468 | N/A | PC | General & Unrestricted | $500 |
| PINGREE SCHOOL INC | |||||||
| 537 HIGHLAND ST | S HAMILTON | MA | 01982 | N/A | PC | General & Unrestricted | $1,000 |
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE | |||||||
| 124 MOUNT AUBURN ST | CAMBRIDGE | MA | 02138 | N/A | PC | Class of '84 Memorial Financial Aid Fund | $10,000 |
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE | |||||||
| 124 MOUNT AUBURN ST | CAMBRIDGE | MA | 02138 | N/A | PC | Class of '84 Memorial Financial Aid Fund | $10,000 |
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE - JOHN F | |||||||
| 79 JOHN F KENNEDY ST | CAMBRIDGE | MA | 02138 | N/A | PC | students studying affordable housing and/or social services programs | $500 |
| RHODE ISLAND SCHOOL OF DESIGN | |||||||
| 2 COLLEGE ST | PROVIDENCE | RI | 02903 | N/A | PC | General & Unrestricted | $1,000 |
| SIMMONS UNIVERSITY | |||||||
| 300 THE FENWAY | BOSTON | MA | 02115 | N/A | PC | Toby Sloane Award fund for Student Centeredness | $10,000 |
| STOCKBRIDGE LIBRARY ASSOCIATION | |||||||
| PO BOX 119 | STOCKBRIDGE | MA | 01262 | N/A | PC | General & Unrestricted | $500 |
| THE ARTHUR J EPSTEIN HILLEL SCHOOL INC | |||||||
| 6 COMMUNITY RD | MARBLEHEAD | MA | 01945 | N/A | PC | General & Unrestricted | $15,000 |
| TRUSTEES OF THE COLLEGE OF THE HOLY CROSS | |||||||
| 1 COLLEGE ST | WORCESTER | MA | 01610 | N/A | PC | Softball Team program | $1,000 |
| VOLUNTEERS IN MEDICINE BERKSHIRES INC | |||||||
| 777 MAIN ST STE 4 | GREAT BARRINGTON | MA | 01230 | N/A | PC | General & Unrestricted | $600 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $140,000 | 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 | $391 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $25,028 | 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 Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $9,304 | 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 | $34,723 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $34,723 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Sloane Toby | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2727 SOUTH OCEAN BLVD 1402 | AddressLine1Txt |
| City | Highland Beach | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33487 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $49,758 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (12 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FLEXSHARES GLOBAL UPSTREAM NAT | $39,598 | $48,350 |
| ISHARES BARCLAYS US AGGREGATE | $67,234 | $71,243 |
| ISHARES IBOXX $ HIGH YIELD COR | $73,699 | $75,277 |
| ISHARES S&P GLOBAL I | $26,508 | $29,513 |
| NORTHERN FDS STK INDEX FUND | $65,647 | $73,186 |
| NORTHERN FUNDS INTL EQ INDEX | $74,960 | $82,475 |
| NORTHERN FUNDS MID CAP INDEX | $50,020 | $60,674 |
| NORTHERN GLOBAL RE INDES FD | $20,700 | $23,431 |
| NORTHERN SMALL CAP INDEX FD | $34,118 | $40,500 |
| SPDR S&P 500 ETF TRUST | $72,014 | $116,512 |
| VANGUARD FTSE ALL-WORLD EX-US | $42,382 | $45,365 |
| VANGUARD FTSE EMERGING MARKETS | $39,368 | $42,291 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISRAEL ST 11TH JUB 24 BOND - 2 | $100,000 | $100,000 |
| ISRAEL ST 11TH SERIES JUBILEE | $100,000 | $100,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $8,705 | $8,705 | |
| Bank Charges | $25 | $25 | |
| State or Local Filing Fees | $25 | $25 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $2,766 | Amt |
| Net Investment Income | $2,766 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990-PF Excise Tax for 2018 | CategoryTxt |
| Amt | $307 | Amt |
Comments