BETA

The Carl and Toby Sloane Family Foundation: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
The Carl and Toby Sloane Family Foundation (EIN 20-5632178)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-05-05
IRS object ID
201621269349100347
Schema version
2015v2.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2016-05-05T14:31:34-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1One Hollow Ln Ste 212AddressLine1Txt
CityLake SuccessCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN205632178EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Carl and Toby Sloane Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlCARLBusinessNameControlTxt
Phone8008391754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTOBY SLOANEPersonNm
Person TitlepresidentPersonTitleTxt
Phone8008391754PhoneNum
Signature2016-04-28SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-09-27 15:27:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$996,721FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$82,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$23,649DividendsRevAndExpnssAmt
Dividends Net Invst Incm$23,649DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$39,142NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$342,896GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$39,142CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$144,791TotalRevAndExpnssAmt
Total Net Invst Incm$62,791TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$2,091OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$2,091OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$1,555TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$10,217OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$10OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$10,207OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$13,863TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,101TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$10,207TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$15,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$15,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$28,863TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,101TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$25,207TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$115,928ExcessRevenueOverExpensesAmt
Net Investment Income$60,690NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$36,579SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$18,103SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$18,103SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$634,081CorporateStockBOYAmt
Corporate Stock EOY$668,485CorporateStockEOYAmt
Corporate Stock EOYFMV$678,618CorporateStockEOYFMVAmt
Other Investments BOY$200,000OtherInvestmentsBOYAmt
Other Investments EOY$300,000OtherInvestmentsEOYAmt
Other Investments EOYFMV$300,000OtherInvestmentsEOYFMVAmt
Total Assets BOY$870,660TotalAssetsBOYAmt
Total Assets EOY$986,588TotalAssetsEOYAmt
Total Assets EOYFMV$996,721TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$870,660RetainedEarningBOYAmt
Retained Earning EOY$986,588RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$870,660TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$986,588TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$870,660TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$986,588TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$870,660TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$115,928ExcessRevenueOverExpensesAmt
Subtotal$986,588SubtotalAmt
Tot Net Ast Or Fund Balances EOY$986,588TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly-traded SecuritiesPropertyDesc
Gross Sales Price$342,896GrossSalesPriceAmt
Cost Or Other Basis$303,754CostOrOtherBasisAmt
Gain Or Loss$39,142GainOrLossAmt
Gains Minus Excess Or Losses$39,142GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$39,142CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$248,053AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$943,863NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.262806DistributionYr1Rt
Adjusted Qlfy Distri Yr2$518,716AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,074,425NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.482785DistributionYr2Rt
Adjusted Qlfy Distri Yr3$214,922AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,355,101NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.158602DistributionYr3Rt
Adjusted Qlfy Distri Yr4$366,136AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,602,182NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.228523DistributionYr4Rt
Adjusted Qlfy Distri Yr5$348,800AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,839,628NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.189604DistributionYr5Rt
Total Distribution1.32232TotalDistributionRt
Average Distribution0.264464AverageDistributionRt
Net Vl Noncharitable Assets$953,961NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$252,288AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$607NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$252,895AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$25,207QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,214InvestmentIncomeExciseTaxAmt
Subtotal$1,214SubtotalAmt
Tax Based On Investment Income$1,214TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Tax Due$1,214TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8008391754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1501 Silverside Road Suite 123AddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Carl Sloane
Foundation Source 501 Silverside RdWilmingtonDE198091377Co-Pres / Dir / Sec1.0$0$0$0
Lisa Sloane
Foundation Source 501 Silverside RdWilmingtonDE198091377VP / Dir1.0$0$0$0
Toby Sloane
Foundation Source 501 Silverside RdWilmingtonDE198091377Pres / Co-Pres* / Dir / Sec1.0$0$0$0
Todd C Sloane
Foundation Source 501 Silverside RdWilmingtonDE198091377VP / Dir1.0$0$0$0
Amy Sloane-Pinel
Foundation Source 501 Silverside RdWilmingtonDE198091377VP / Dir1.0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$945,224AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$23,264AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$968,488TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$968,488AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$14,527CashDeemedCharitableAmt
Net Vl Noncharitable Assets$953,961NetVlNoncharitableAssetsAmt
Minimum Investment Return$47,698MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$47,698MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,214TaxBasedOnInvestmentIncomeAmt
Total Tax$1,214TotalTaxAmt
Distributable Before Adj$46,484DistributableBeforeAdjAmt
Distributable Before Ded$46,484DistributableBeforeDedAmt
Distributable As Adjusted$46,484DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$25,207ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$25,207QualifyingDistributionsAmt
Adjusted Qualifying Distri$25,207AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$46,484DistributableAsAdjustedAmt
Prior Year12013PriorYear1Yr
Prior Year22012PriorYear2Yr
Prior Year32011PriorYear3Yr
Excess Distribution Cyov Yr5$258,275ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$287,275ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$148,154ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$466,889ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$205,876ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,366,469TotalExcessDistributionCyovAmt
Qualifying Distributions$25,207QualifyingDistributionsAmt
Applied To Current Year$25,207AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$21,277ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$21,277ExcessDistributionCyovAppCYAmt
Total Corpus$1,345,192TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$236,998ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,108,194ExcessDistriCyovToNextYrAmt
Excess From Year4$287,275ExcessFromYear4Amt
Excess From Year3$148,154ExcessFromYear3Amt
Excess From Year2$466,889ExcessFromYear2Amt
Excess From Year1$205,876ExcessFromYear1Amt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerCarl SloaneContributingManagerNm
Contributing ManagerToby SloaneContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALS THERAPY ALLIANCE INC
16 OAKLAND AVENEEDHAMMA02492N/APCGeneral & Unrestricted$300
AMERICAN CANCER SOCIETY
30 SPEEN STFRAMINGHAMMA01701N/APCGeneral & Unrestricted$100
BERKSHIRE COUNTRY DAY SCHOOL INC
PO BOX 867LENOXMA01240N/APCThe Eugenie & Jim Faucet Fund for Faculty Salaries$2,500
BOSTON CENTER FOR INDEPENDENT LIVING INC
60 TEMPLE PL 5TH FLBOSTONMA02111N/APCMarie Feltin Award Dinner Fund$1,000
BROWN UNIVERSITY
BOX 1976PROVIDENCERI02912N/APCGeneral & Unrestricted$250
CARITAS COMMUNITIES INC
25 BRAINTREE HILL OFC PARK STE 206BRAINTREEMA02184N/APCGeneral & Unrestricted$500
EASTERN MUSIC FESTIVAL INC
PO BOX 22026GREENSBORONC27420N/APCGeneral & Unrestricted$2,500
ETHEL WALKER SCHOOL INC
230 BUSHY HILL RDSIMSBURYCT06070N/APCGeneral & Unrestricted$250
FLYING CLOUD INSTITUTE INC
731 S SANDISFIELD RDNEW MARLBOROUGHMA01230N/APCLee Schools Fund$250
HARVARD COLLEGE
124 MOUNT AUBURN ST 4TH FLCAMBRIDGEMA02138N/APCClass of 1984 Fund$2,500
HEVREH OF SOUTHERN BERKSHIRE INC
270 STATE RDGREAT BARRINGTONMA01230N/APCRabbi Jodie Gordon Discretionary Fund$1,000
JEWISH FEDERATION OF THE BERKSHIRES INC
196 S STPITTSFIELDMA01201N/APCGeneral & Unrestricted$500
JOHN F KENNEDY SCHOOL OF GOVERNMENT
79 JOHN F KENNEDY STCAMBRIDGEMA02138N/APCGeneral & Unrestricted$500
LITERACY NETWORK OF SOUTH BERKSHIRE INC
100 MAIN STLEEMA01238N/APCGeneral & Unrestricted$250
NATIONAL MULTIPLE SCLEROSIS SOCIETY
101A 1ST AVE STE 6WALTHAMMA02451N/APCGeneral & Unrestricted$100
PINGREE SCHOOL INC
537 HIGHLAND STS HAMILTONMA01982N/APCGeneral & Unrestricted$250
RHODE ISLAND SCHOOL OF DESIGN
2 COLLEGE STPROVIDENCERI02903N/APCGeneral & Unrestricted$250
ST GEORGE'S EPISCOPAL CHURCH
20 FRANKLIN STLEEMA01238N/APCLee Food Pantry$500
THE BERKSHIRE TACONIC COMMUNITY FOUNDATION INC
800 N MAIN ST PO BOX 400SHEFFIELDMA01257N/APCLee Educational Enrichment Fund$750
TRUSTEES OF THE COLLEGE OF THE HOLY CROSS
1 COLLEGE STWORCESTERMA01610N/APCCrusader Athletic Fund - Softball Campaign$500
VOLUNTEERS IN MEDICINE BERKSHIRES INC
777 MAIN ST STE 4GREAT BARRINGTONMA01230N/APCGeneral & Unrestricted$250
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$15,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp
Int On Sav And Temp Cash InvstIntOnSavAndTempCashInvstGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$23,649ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$39,142ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$62,791ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$62,791TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonSloane TobyContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line12727 South Ocean Blvd 1402AddressLine1Txt
CityHighland BeachCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33487ZIPCd
FieldValueIRS element (for citing)
Total Contributions$82,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Compensation Explanation CompensationExplanation

Compensation Explanation CompensationExplanationGrp (2 entries)

Short ExplanationShortExplanationTxt
Carl Sloane
Deceased in 2015.
Toby Sloane
*Removed from position.

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
DFA U.S. LARGE CAP VALUE PORTF$89,794$87,314
NORTHERN FUNDS INTL EQ INDEX$91,853$85,581
NORTHERN FUNDS MID CAP INDEX$75,703$82,367
NORTHERN HIGH YIELD FIXED INCO$194,579$172,219
NORTHERN SMALL CAP INDEX FD$78,082$83,528
SPDR S&P 500 ETF TRUST$133,105$142,709
V F CORP$5,369$24,900

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxtBook ValueBookValueAmtEOYFMVEOYFMVAmt
9TH JUBILEE 2YR 0.94 2016$100,000$100,000
9TH JUBILEE 2YR 1.26 2017$100,000$100,000
10TH JUBILEE 2YR 1.45 2017$100,000$100,000

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
Administrative Fees$10,182$10,182
Bank Charges$10$10
State or Local Filing Fees$25$25

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment Management ServicesCategoryTxt
Amt$2,091Amt
Net Investment Income$2,091NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category990-PF Excise Tax for 2014CategoryTxt
Amt$1,555Amt

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