The Carl and Toby Sloane Family Foundation: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- The Carl and Toby Sloane Family Foundation (EIN 20-5632178)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-06-19
- IRS object ID
- 201801709349100110
- Schema version
- 2017v2.3
- 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 Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-06-19T14:17:01-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 501 Silverside Road | 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 | 2018-04-26 | 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 | 108.14.9.153 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 06391520181705000009 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2018-06-19 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 0B775BB9C0E0C9DA339247063A24C50179569C8E | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 259C731B7C7CCB55DA46458F0098BC0D5A2501CB | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2018-06-14 16:35:46Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,023,958 | 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 | $151 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $151 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $23,075 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $23,075 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $39,292 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $702,143 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $39,292 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $162 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $162 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $62,680 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $62,680 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $2,817 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,817 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,179 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $8,881 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $8,881 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $12,877 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,817 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,881 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $40,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $40,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $52,877 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,817 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $48,881 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $9,803 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $59,863 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $52,092 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $12,425 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $12,425 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $643,576 | CorporateStockBOYAmt |
| Corporate Stock EOY | $693,046 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $811,533 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $200,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $200,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $200,000 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $895,668 | TotalAssetsBOYAmt |
| Total Assets EOY | $905,471 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,023,958 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $895,668 | RetainedEarningBOYAmt |
| Retained Earning EOY | $905,471 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $895,668 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $905,471 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $895,668 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $905,471 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $895,668 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $9,803 | ExcessRevenueOverExpensesAmt |
| Subtotal | $905,471 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $905,471 | 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 | $502,143 | $462,851 | $39,292 | $39,292 | |||
| 9TH JUBILEE 2YR - 1.260% 05/01/2017 | $100,000 | $100,000 | P | 2015-05-15 | 2017-05-01 | ||
| 10TH JUBILEE FIX 2Y - 1.450% 11/01/2017 | $100,000 | $100,000 | P | 2015-11-03 | 2017-11-01 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $39,292 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $133,068 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $987,571 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.134743 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $25,207 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $953,961 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.026424 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $248,053 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $943,863 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.262806 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $518,716 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,074,425 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.482785 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $214,922 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,355,101 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.158602 | DistributionYr5Rt |
| Total Distribution | 1.06536 | TotalDistributionRt |
| Average Distribution | 0.213072 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $979,889 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $208,787 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $599 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $209,386 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $48,881 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,197 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,197 | SubtotalAmt |
| Tax Based On Investment Income | $1,197 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $900 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $297 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,197 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
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 |
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 | ||||||||
| 501 Silverside Road | Wilmington | DE | 198091377 | Dir, VP | 1.0 | $0 | $0 | $0 |
| Toby Sloane | ||||||||
| 501 Silverside Road | Wilmington | DE | 198091377 | Dir, Pres, Sec | 1.0 | $0 | $0 | $0 |
| Todd C Sloane | ||||||||
| 501 Silverside Road | Wilmington | DE | 198091377 | Dir, VP | 1.0 | $0 | $0 | $0 |
| Amy Sloane-Pinel | ||||||||
| 501 Silverside Road | 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 | $768,894 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $31,122 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $194,795 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $994,811 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $994,811 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,922 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $979,889 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $48,994 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $48,994 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,197 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,197 | TotalTaxAmt |
| Distributable Before Adj | $47,797 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $47,797 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $47,797 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $48,881 | 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 | $48,881 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $48,881 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $47,797 | DistributableAsAdjustedAmt |
| Prior Year1 | 2015 | PriorYear1Yr |
| Prior Year2 | 2014 | PriorYear2Yr |
| Prior Year3 | 2013 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $148,154 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $466,889 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $205,876 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $84,568 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $905,487 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $48,881 | QualifyingDistributionsAmt |
| Applied To Current Year | $47,797 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,084 | RemainingDistriFromCorpusAmt |
| Total Corpus | $906,571 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $148,154 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $758,417 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $466,889 | ExcessFromYear4Amt |
| Excess From Year3 | $205,876 | ExcessFromYear3Amt |
| Excess From Year1 | $84,568 | ExcessFromYear1Amt |
| Excess From Current Year | $1,084 | 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 (17 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 |
| BROWN UNIVERSITY | |||||||
| BOX 1976 | PROVIDENCE | RI | 02912 | N/A | PC | General & Unrestricted | $2,500 |
| CITY YEAR INC | |||||||
| 36 S WABASH STE 1500 | CHICAGO | IL | 60603 | N/A | PC | Charitable Event | $5,000 |
| CITYSTEP ORG INC | |||||||
| 640 W END AVE APT 3A | NEW YORK | NY | 10024 | N/A | PC | General & Unrestricted | $5,000 |
| CONGREGATION SHIRAT HAYAM OF THE NORTH SHORE | |||||||
| 55 ATLANTIC AVE | SWAMPSCOTT | MA | 01907 | N/A | PC | General & Unrestricted | $10,000 |
| GRACE CHURCH AN EPISCOPAL COMMUNITY IN THE SOUTHE | |||||||
| PO BOX 114 | GREAT BARRINGTON | MA | 01230 | N/A | PC | Lee Food Pantry Program | $500 |
| HEVREH OF SOUTHERN BERKSHIRE INC | |||||||
| 270 STATE RD | GREAT BARRINGTON | MA | 01230 | N/A | PC | Rabbi Gordon and Rabbi Hirsch Discretionary Fund | $1,000 |
| 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 | General & Unrestricted | $500 |
| LITERACY NETWORK OF SOUTH BERKSHIRE INC | |||||||
| 100 MAIN ST | LEE | MA | 01238 | N/A | PC | General & Unrestricted | $500 |
| MASSACHUSETTS IMMIGRANT AND REFUGEE ADVOCACY COALI | |||||||
| 105 CHAUNCY ST STE 901 | BOSTON | MA | 02111 | N/A | PC | Berkshire Immigrant Center Program | $500 |
| PINGREE SCHOOL INC | |||||||
| 537 HIGHLAND ST | S HAMILTON | MA | 01982 | N/A | PC | General & Unrestricted | $250 |
| SUFFOLK UNIVERSITY | |||||||
| 8 ASHBURTON PL | BOSTON | MA | 02108 | N/A | PC | Law School | $250 |
| THE BERKSHIRE TACONIC COMMUNITY FOUNDATION INC | |||||||
| 800 N MAIN ST PO BOX 400 | SHEFFIELD | MA | 01257 | N/A | PC | General & Unrestricted | $500 |
| TRUSTEES OF THE COLLEGE OF THE HOLY CROSS | |||||||
| 1 COLLEGE ST | WORCESTER | MA | 01610 | N/A | PC | General & Unrestricted | $2,000 |
| VOLUNTEERS IN MEDICINE BERKSHIRES INC | |||||||
| 777 MAIN ST STE 4 | GREAT BARRINGTON | MA | 01230 | N/A | PC | General & Unrestricted | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $40,000 | 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 | $151 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $23,075 | 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 | $39,292 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLASS ACTION LAWSUIT PROCEEDS | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $162 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $62,680 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $62,680 | 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 (13 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DFA U.S. LARGE CAP VALUE PORTF | $56,989 | $67,898 |
| FLEXSHARES GLOBAL UPSTREAM NAT | $48,760 | $59,190 |
| FLEXSHARES IBOXX 5-YEAR TARGET | $15,988 | $15,918 |
| ISHARES BARCLAYS US AGGREGATE | $47,790 | $47,996 |
| ISHARES IBOXX HIGH YIELD COR | $55,839 | $56,370 |
| ISHARES S&P GLOBAL I | $19,051 | $21,932 |
| NORTHERN FUNDS INTL EQ INDEX | $78,966 | $88,111 |
| NORTHERN FUNDS MID CAP INDEX | $61,823 | $76,237 |
| NORTHERN GLOBAL RE INDES FD | $17,702 | $19,239 |
| NORTHERN SMALL CAP INDEX FD | $30,662 | $37,252 |
| SPDR S&P 500 ETF TRUST | $73,968 | $103,809 |
| VANGUARD FTSE ALL-WORLD EX-US | $97,211 | $108,729 |
| VANGUARD FTSE EMERGING MARKETS | $88,297 | $108,852 |
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 | $8,856 | $8,856 |
| State or Local Filing Fees | $25 | $25 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Class Action Lawsuit Proceeds | Desc |
| Revenue And Expenses Per Books | $162 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $162 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $2,817 | Amt |
| Net Investment Income | $2,817 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2017 | $900 |
| 990-PF Excise Tax for 2016 | $279 |
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