The Carl and Toby Sloane Family Foundation: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- The Carl and Toby Sloane Family Foundation (EIN 20-5632178)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-04-14
- IRS object ID
- 201731049349100768
- Schema version
- 2016v3.0
- 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 | 2017-04-14T12:43:44-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | 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 | 2017-04-07 | 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 | 06391520171045000044 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-04-14 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | BC971FC33BAF52379132A0473611089A0DAEC697 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 259C731B7C7CCB55DA46458F0098BC0D5A2501CB | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $943,949 | 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 | $57 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $57 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $23,311 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $23,311 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $22,937 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $302,373 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $22,937 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $23 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $23 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $46,328 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $46,328 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $2,366 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,366 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,814 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $8,918 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $8,918 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $13,098 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,366 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,918 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $124,150 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $124,150 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $137,248 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,366 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $133,068 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$90,920 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $43,962 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $18,103 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $52,092 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $52,092 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $668,485 | CorporateStockBOYAmt |
| Corporate Stock EOY | $643,576 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $691,857 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $300,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $200,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $200,000 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $986,588 | TotalAssetsBOYAmt |
| Total Assets EOY | $895,668 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $943,949 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $986,588 | RetainedEarningBOYAmt |
| Retained Earning EOY | $895,668 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $986,588 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $895,668 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $986,588 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $895,668 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $986,588 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$90,920 | ExcessRevenueOverExpensesAmt |
| Subtotal | $895,668 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $895,668 | 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 | $302,373 | GrossSalesPriceAmt |
| Cost Or Other Basis | $279,436 | CostOrOtherBasisAmt |
| Gain Or Loss | $22,937 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $22,937 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $22,937 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $25,207 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $953,961 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.026424 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $248,053 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $943,863 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.262806 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $518,716 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,074,425 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.482785 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $214,922 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,355,101 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.158602 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $366,136 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,602,182 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.228523 | DistributionYr5Rt |
| Total Distribution | 1.15914 | TotalDistributionRt |
| Average Distribution | 0.231828 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $987,571 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $228,947 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $440 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $229,387 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $133,068 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $879 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $879 | SubtotalAmt |
| Tax Based On Investment Income | $879 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $600 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $600 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $279 | 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 |
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 | VP / Dir | 1.0 | $0 | $0 | $0 |
| Toby Sloane | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres / Dir / Sec | 1.0 | $0 | $0 | $0 |
| Todd C Sloane | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP / Dir | 1.0 | $0 | $0 | $0 |
| Amy Sloane-Pinel | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP / Dir | 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 | $680,324 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $30,483 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $291,803 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,002,610 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,002,610 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,039 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $987,571 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $49,379 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $49,379 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $879 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $879 | TotalTaxAmt |
| Distributable Before Adj | $48,500 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $48,500 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $48,500 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $133,068 | 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 | $133,068 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $133,068 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $48,500 | DistributableAsAdjustedAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Prior Year2 | 2013 | PriorYear2Yr |
| Prior Year3 | 2012 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $287,275 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $148,154 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $466,889 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $205,876 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $1,108,194 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $133,068 | QualifyingDistributionsAmt |
| Applied To Current Year | $48,500 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $84,568 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,192,762 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $287,275 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $905,487 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $148,154 | ExcessFromYear4Amt |
| Excess From Year3 | $466,889 | ExcessFromYear3Amt |
| Excess From Year2 | $205,876 | ExcessFromYear2Amt |
| Excess From Current Year | $84,568 | 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 (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BERKSHIRE COUNTRY DAY SCHOOL INC | |||||||
| PO BOX 867 | LENOX | MA | 01240 | N/A | PC | General & Unrestricted | $250 |
| BETH ISRAEL DEACONESS MEDICAL CENTER INC | |||||||
| 330 BROOKLINE AVE | BOSTON | MA | 02215 | N/A | PC | General & Unrestricted | $110,000 |
| 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 |
| BUCKINGHAM BROWNE AND NICHOLS SCHOOL | |||||||
| 80 GERRYS LANDING RD | CAMBRIDGE | MA | 02138 | N/A | PC | General & Unrestricted | $500 |
| CARITAS COMMUNITIES INC | |||||||
| 25 BRAINTREE HILL OFC PARK STE 206 | BRAINTREE | MA | 02184 | N/A | PC | General & Unrestricted | $500 |
| EASTERN MUSIC FESTIVAL INC | |||||||
| PO BOX 22026 | GREENSBORO | NC | 27420 | N/A | PC | Donor Fund | $2,650 |
| ETHEL WALKER SCHOOL INC | |||||||
| 230 BUSHY HILL RD | SIMSBURY | CT | 06070 | N/A | PC | General & Unrestricted | $250 |
| FLYING CLOUD INSTITUTE INC | |||||||
| 731 S SANDISFIELD RD | NEW MARLBOROUGH | MA | 01230 | N/A | PC | General & Unrestricted | $250 |
| GREENSBORO JEWISH FEDERATION | |||||||
| 5509C W FRIENDLY AVE | GREENSBORO | NC | 27410 | N/A | PC | General & Unrestricted | $2,250 |
| HEVREH OF SOUTHERN BERKSHIRE INC | |||||||
| 270 STATE RD | GREAT BARRINGTON | MA | 01230 | N/A | PC | Rabbi Gordon's 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 |
| NEW ENGLAND DISABLED SPORTS FOUNDATION | |||||||
| PO BOX 26 | LINCOLN | NH | 03251 | N/A | SO I | General & Unrestricted | $250 |
| THE BERKSHIRE TACONIC COMMUNITY FOUNDATION INC | |||||||
| 800 N MAIN ST PO BOX 400 | SHEFFIELD | MA | 01257 | N/A | PC | Lee Education Enrichment Fund | $750 |
| TRUSTEES OF THE COLLEGE OF THE HOLY CROSS | |||||||
| 1 COLLEGE ST | WORCESTER | MA | 01610 | N/A | PC | Crusader Athletics Softball Team | $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 | $124,150 | 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 | $57 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $23,311 | 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 | $22,937 | 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 | K-1 Inc/Loss | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $23 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $46,328 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $46,328 | 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 (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DFA U.S. LARGE CAP VALUE PORTF | $56,838 | $61,251 |
| FLEXSHARES GLOBAL UPSTREAM NAT | $79,106 | $82,856 |
| NORTHERN FUNDS INTL EQ INDEX | $78,966 | $72,072 |
| NORTHERN FUNDS MID CAP INDEX | $65,914 | $78,151 |
| NORTHERN HIGH YIELD FIXED INCO | $109,838 | $101,958 |
| NORTHERN SMALL CAP INDEX FD | $68,331 | $82,799 |
| SPDR S&P 500 ETF TRUST | $114,090 | $134,118 |
| V F CORP | $2,685 | $10,670 |
| VANGUARD FTSE EMERGING MARKETS | $67,808 | $67,982 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 10TH JUBILEE FIX 2Y - 1.450% - | $100,000 | $100,000 |
| 9TH JUBILEE 2YR - 1.260% - 05/ | $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 | $8,893 | $8,893 |
| 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 | $23 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $23 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $2,366 | Amt |
| Net Investment Income | $2,366 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2016 | $600 |
| 990-PF Excise Tax for 2015 | $1,214 |
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