The Carl and Toby Sloane Family Foundation: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- The Carl and Toby Sloane Family Foundation (EIN 20-5632178)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-13
- IRS object ID
- 201901339349103150
- Schema version
- 2018v3.1
- 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
- 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 | 2019-05-13T15:19:52-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 2019-04-09 | 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 |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.187.244.114 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 06391520191335000696 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-05-13 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 54CCAE8F7BC02385263C2CCCA723B6609AD4C170 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 78D185D94E59032E4B5D677F857013E059842DEA | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $897,874 | 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 | $171 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $171 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $25,333 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $25,333 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $37,744 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $239,916 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $37,744 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $63,248 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $63,248 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $2,905 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,905 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,197 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $8,991 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $8,991 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $13,093 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,905 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,991 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $53,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $53,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $66,093 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,905 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $61,991 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,845 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $60,343 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $12,425 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $25,023 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $25,023 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $693,046 | CorporateStockBOYAmt |
| Corporate Stock EOY | $677,603 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $672,851 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $200,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $200,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $200,000 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $905,471 | TotalAssetsBOYAmt |
| Total Assets EOY | $902,626 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $897,874 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $905,471 | RetainedEarningBOYAmt |
| Retained Earning EOY | $902,626 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $905,471 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $902,626 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $905,471 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $902,626 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $905,471 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,845 | ExcessRevenueOverExpensesAmt |
| Subtotal | $902,626 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $902,626 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $239,916 | GrossSalesPriceAmt |
| Cost Or Other Basis | $202,172 | CostOrOtherBasisAmt |
| Gain Or Loss | $37,744 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $37,744 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $37,744 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $48,881 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $979,889 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049884 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $133,068 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $987,571 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.134743 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $25,207 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $953,961 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.026424 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $248,053 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $943,863 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.262806 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $518,716 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,074,425 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.482785 | DistributionYr5Rt |
| Total Distribution | 0.956642 | TotalDistributionRt |
| Average Distribution | 0.191328 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $979,969 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $187,496 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $603 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $188,099 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $61,991 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,207 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,207 | SubtotalAmt |
| Tax Based On Investment Income | $1,207 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $900 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $900 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $307 | 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 | $780,472 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $14,420 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $200,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $994,892 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $994,892 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,923 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $979,969 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $48,998 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $48,998 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,207 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,207 | TotalTaxAmt |
| Distributable Before Adj | $47,791 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $47,791 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $47,791 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $61,991 | 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 | $61,991 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $61,991 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $47,791 | DistributableAsAdjustedAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $466,889 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $205,876 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $84,568 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,084 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $758,417 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $61,991 | QualifyingDistributionsAmt |
| Applied To Current Year | $47,791 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $14,200 | RemainingDistriFromCorpusAmt |
| Total Corpus | $772,617 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $466,889 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $305,728 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $205,876 | ExcessFromYear4Amt |
| Excess From Year2 | $84,568 | ExcessFromYear2Amt |
| Excess From Year1 | $1,084 | ExcessFromYear1Amt |
| Excess From Current Year | $14,200 | 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 (15 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 | $10,000 |
| BOSTON CENTER FOR INDEPENDENT LIVING INC | |||||||
| 60 TEMPLE PL 5TH FL | BOSTON | MA | 02111 | N/A | PC | General & Unrestricted | $500 |
| CITYSTEP ORG INC | |||||||
| 640 W END AVE APT 3A | NEW YORK | NY | 10024 | N/A | PC | General & Unrestricted | $10,000 |
| CITYSTEP ORG INC | |||||||
| 640 W END AVE APT 3A | NEW YORK | NY | 10024 | N/A | PC | 35th Anniversary Capital Campaign | $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 | For the Lee Food Pantry | $600 |
| GREENSBORO JEWISH FEDERATION | |||||||
| 5509C W FRIENDLY AVE | GREENSBORO | NC | 27410 | N/A | PC | General & Unrestricted | $4,000 |
| 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 |
| JEWISH FEDERATION OF THE BERKSHIRES INC | |||||||
| 196 S ST | PITTSFIELD | MA | 01201 | N/A | PC | General & Unrestricted | $500 |
| JOHN F KENNEDY SCHOOL OF GOVERNMENT | |||||||
| 79 JOHN F KENNEDY ST | CAMBRIDGE | MA | 02138 | N/A | PC | scholarship fund to students in the MPA program studying Community Development or related fields | $500 |
| 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 | For the Berkshire Immigrant Center in Pittsfield, MA | $600 |
| TRUSTEES OF THE COLLEGE OF THE HOLY CROSS | |||||||
| 1 COLLEGE ST | WORCESTER | MA | 01610 | N/A | PC | Crusader Athletic Fund - Softball Program | $8,000 |
| 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 | $53,000 | 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 | $171 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $25,333 | 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 | $37,744 | 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 | $63,248 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $63,248 | 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
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (12 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FLEXSHARES GLOBAL UPSTREAM NAT | $39,598 | $42,222 |
| ISHARES BARCLAYS US AGGREGATE | $95,567 | $95,735 |
| ISHARES IBOXX $ HIGH YIELD COR | $96,001 | $90,345 |
| ISHARES S&P GLOBAL I | $10,920 | $10,948 |
| NORTHERN FDS STK INDEX FUND | $61,414 | $53,225 |
| NORTHERN FUNDS INTL EQ INDEX | $78,966 | $73,437 |
| NORTHERN FUNDS MID CAP INDEX | $49,516 | $48,838 |
| NORTHERN GLOBAL RE INDES FD | $11,430 | $11,176 |
| NORTHERN SMALL CAP INDEX FD | $33,842 | $32,695 |
| SPDR S&P 500 ETF TRUST | $63,130 | $82,973 |
| VANGUARD FTSE ALL-WORLD EX-US | $76,860 | $71,059 |
| VANGUARD FTSE EMERGING MARKETS | $60,359 | $60,198 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 10TH JUBILEE FIX 2Y 2.07% 05/ | $100,000 | $100,000 |
| 10TH JUBILEE FIX 2YR - 2.25% - | $100,000 | $100,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $8,966 | $8,966 |
| 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 | $2,905 | Amt |
| Net Investment Income | $2,905 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2018 | $900 |
| 990-PF Excise Tax for 2017 | $297 |
Comments