The Carl and Toby Sloane Family Foundation: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- The Carl and Toby Sloane Family Foundation (EIN 20-5632178)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-01
- IRS object ID
- 201441219349101224
- Schema version
- 2013v3.1
- 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 Land Schedule2
- Investments Other Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-01T16:13:55-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1 |
| City | Lake Success | City |
| State | NY | State |
| ZIP Code | 11042 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % c/o 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 | AddressLine1 |
| Address Line2 | Suite 123 | AddressLine2 |
| City | Wilmington | City |
| State | DE | State |
| ZIP Code | 198091377 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Carle sloane | PersonNm |
| Person Title | co president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2014-03-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,095,409 | 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 | $3 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $32,763 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $32,763 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $65,651 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $963,968 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $65,651 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $98,417 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $98,417 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $3,762 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,762 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,339 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $9,613 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $9,613 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $14,714 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,762 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,613 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $360,050 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $360,050 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $374,764 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,762 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $369,663 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$276,347 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $94,655 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $15,533 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $13,751 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $13,751 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $915,604 | CorporateStockBOYAmt |
| Corporate Stock EOY | $641,039 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $831,658 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $250,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $250,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $250,000 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,181,137 | TotalAssetsBOYAmt |
| Total Assets EOY | $904,790 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,095,409 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,181,137 | RetainedEarningBOYAmt |
| Retained Earning EOY | $904,790 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,181,137 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $904,790 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,181,137 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $904,790 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,181,137 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$276,347 | ExcessRevenueOverExpensesAmt |
| Subtotal | $904,790 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $904,790 | 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 | $963,968 | GrossSalesPriceAmt |
| Cost Or Other Basis | $898,317 | CostOrOtherBasisAmt |
| Gain Or Loss | $65,651 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $65,651 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $65,651 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $214,922 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,355,101 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.158602 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $366,136 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,602,182 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.228523 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $348,800 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,839,628 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.189604 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $511,976 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,112,921 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.242307 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $331,090 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,247,586 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.147309 | DistributionYr5Rt |
| Total Distribution | 0.966345 | TotalDistributionRt |
| Average Distribution | 0.193269 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,086,738 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $210,033 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $947 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $210,980 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $369,663 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $947 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $947 | SubtotalAmt |
| Tax Based On Investment Income | $947 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $53 | OverpaymentAmt |
| Applied To ES Tax | $53 | AppliedToESTaxAmt |
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 | Yes (true) | 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 | co Foundation Source | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | Wilmington | City |
| State | DE | State |
| ZIP Code | 198091377 | ZIPCode |
| 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 (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Carl Sloane | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Co-Pres / Dir / Sec | 1.0 | $0 |
| Lisa Sloane | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP / Dir | 1.0 | $0 |
| Toby Sloane | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Co-Pres / Dir | 1.0 | $0 |
| Todd C Sloane | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP / Dir | 1.0 | $0 |
| Amy Sloane-Pinel | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP / Dir | 1.0 | $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 | $1,067,555 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $35,732 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,103,287 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,103,287 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,549 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,086,738 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $54,337 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $54,337 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $947 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $947 | TotalTaxAmt |
| Distributable Before Adj | $53,390 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $53,390 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $53,390 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $369,663 | 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 | $369,663 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $947 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $368,716 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $53,390 | DistributableAsAdjustedAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Prior Year2 | 2010 | PriorYear2Yr |
| Prior Year3 | 2009 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $219,799 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $408,126 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $258,275 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $287,275 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $148,154 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,321,629 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $369,663 | QualifyingDistributionsAmt |
| Applied To Current Year | $53,390 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $316,273 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,637,902 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $219,799 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,418,103 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $408,126 | ExcessFromYear4Amt |
| Excess From Year3 | $258,275 | ExcessFromYear3Amt |
| Excess From Year2 | $287,275 | ExcessFromYear2Amt |
| Excess From Year1 | $148,154 | ExcessFromYear1Amt |
| Excess From Current Year | $316,273 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CARL SLOANE | ContributingManagerNm |
| Contributing Manager | TOBY SLOANE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AD LIB INC | |||||||
| 215 N ST | PITTSFIELD | MA | 01201 | N/A | PC | Drop-In Center | $500 |
| ALS THERAPY DEVELOPMENT FOUNDATION INC | |||||||
| 300 TECHNOLOGY SQ STE 400 | CAMBRIDGE | MA | 02139 | N/A | PC | General & Unrestricted | $250 |
| AMERICAN ISRAEL EDUCATION FOUNDATION INC | |||||||
| 251 H ST NW | WASHINGTON | DC | 20001 | N/A | PC | General & Unrestricted | $25,000 |
| BETH ISRAEL DEACONESS MEDICAL CENTER INC | |||||||
| 330 BROOKLINE AVE | BOSTON | MA | 02215 | N/A | PC | Fund to Honor Dr. William Silen | $100,000 |
| BNAI TORAH CONGREGATION | |||||||
| 6261 SW 18TH ST | BOCA RATON | FL | 33433 | N/A | PC | Hebrew Language Instruction Program | $10,000 |
| DISABLED SPORTS USA - NEW ENGLAND DISABLED SPORTS | |||||||
| PO BOX 26 | LINCOLN | NH | 03251 | N/A | PC | General & Unrestricted | $250 |
| ETHEL WALKER SCHOOL INC | |||||||
| 230 BUSHY HILL RD | SIMSBURY | CT | 06070 | N/A | PC | General & Unrestricted | $1,500 |
| 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 | $2,000 |
| 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 | $50,000 |
| HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE | |||||||
| 52 MOUNT AUBURN ST | CAMBRIDGE | MA | 02138 | N/A | PC | Annual Fund | $50,000 |
| JEWISH FEDERATION OF THE BERKSHIRES INC | |||||||
| 196 S ST | PITTSFIELD | MA | 01201 | N/A | PC | General & Unrestricted | $250 |
| JEWISH FEDERATION OF THE NORTH SHORE INC | |||||||
| 39 NORMAN ST STE 302 | SALEM | MA | 01970 | N/A | PC | 2013 Campaign | $35,300 |
| JOHN F KENNEDY SCHOOL OF GOVERNMENT | |||||||
| 79 JOHN F KENNEDY ST | CAMBRIDGE | MA | 02138 | N/A | PC | General & Unrestricted | $750 |
| LITERACY NETWORK OF SOUTH BERKSHIRE INC | |||||||
| 100 MAIN ST | LEE | MA | 01238 | N/A | PC | General & Unrestricted | $250 |
| NORTH SHORE JEWISH PRESS LTD-JRNL OF THE N SHORE | |||||||
| 27 CONGRESS ST STE 501 | SALEM | MA | 01970 | N/A | PC | General & Unrestricted | $2,500 |
| ONE FAMILY FUND | |||||||
| 1029 TEANECK RD STE 3B | TEANECK | NJ | 07666 | N/A | PC | General & Unrestricted | $250 |
| SIMMONS COLLEGE | |||||||
| 300 THE FENWAY | BOSTON | MA | 02115 | N/A | PC | The Sloane Family Scholarship Fund | $50,000 |
| SIMMONS COLLEGE | |||||||
| 300 THE FENWAY | BOSTON | MA | 02115 | N/A | PC | Toby Sloane Award for Student Centeredness Program | $10,000 |
| ST GEORGE'S EPISCOPAL CHURCH | |||||||
| 20 FRANKLIN ST | LEE | MA | 01238 | N/A | PC | Lee Food Pantry | $500 |
| THE BERKSHIRE TACONIC COMMUNITY FOUNDATION INC | |||||||
| 800 N MAIN ST | SHEFFIELD | MA | 01257 | N/A | PC | Lee Educational Enrichment Fund | $1,000 |
| THE JEWISH COMMUNITY CENTER OF THE NORTH SHORE INC | |||||||
| 4 COMMUNITY RD | MARBLEHEAD | MA | 01945 | N/A | PC | General & Unrestricted | $10,000 |
| THE JEWISH COMMUNITY CENTER OF THE NORTH SHORE INC | |||||||
| 4 COMMUNITY RD | MARBLEHEAD | MA | 01945 | N/A | PC | North Shore Teen Initiative Fund | $5,000 |
| TWO STATE YOUNG MENS CHRISTIAN ASSOCIATION | |||||||
| 748 HAMILTON RD | BECKET | MA | 01223 | N/A | PC | General & Unrestricted | $250 |
| UNITED WAY OF FORSYTH COUNTY INC | |||||||
| 301 N MAIN ST | WINSTON SALEM | NC | 27101 | N/A | PC | General & Unrestricted | $3,000 |
| VOLUNTEERS IN MEDICINE BERKSHIRES INC | |||||||
| 777 MAIN ST STE 4 | GREAT BARRINGTON | MA | 01230 | N/A | PC | General & Unrestricted | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $360,050 | 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 | $3 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $32,763 | 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 | $65,651 | 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 | $98,417 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $98,417 | 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 (18 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALTRIA GROUP INC | $4,442 | $7,678 |
| AMERICAN EXPRESS CO | $4,335 | $9,073 |
| CATERPILLAR INC. | $7,422 | $18,162 |
| CHEVRON CORP | $7,796 | $12,491 |
| COCA-COLA CO | $4,504 | $8,262 |
| CONOCOPHILLIPS | $8,653 | $14,130 |
| DFA INTERNATIONAL VALUE PORTFO | $100,000 | $112,097 |
| DFA U.S. LARGE CAP VALUE PORTF | $80,000 | $96,660 |
| ISHARES TRUST MSCI EAFE INDEX | $99,314 | $110,715 |
| NEXTERA ENERGY, INC | $9,070 | $17,124 |
| NORTHERN FUNDS MID CAP INDEX | $93,843 | $117,194 |
| NORTHERN HIGH YIELD FIXED INCO | $91,378 | $96,879 |
| NORTHERN SMALL CAP INDEX FD | $96,378 | $124,049 |
| PROCTER GAMBLE CO | $11,950 | $16,282 |
| TJX COMPANIES INC | $5,424 | $25,492 |
| TRAVELERS COMPANIES INC (THE) | $5,937 | $9,054 |
| UNITED TECHNOLOGIES CORP | $5,224 | $11,380 |
| V F CORP | $5,369 | $24,936 |
Investments Land Schedule2 InvestmentsLandSchedule2
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | STATE OF ISREAL 2 YR JUBILEE B | CategoryOrItemTxt |
| Book Value | $250,000 | BookValueAmt |
| EOYFMV | $250,000 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $9,588 | $9,588 |
| 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 | $3,762 | Amt |
| Net Investment Income | $3,762 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| ESTIMATED TAX FOR 2013 | $1,000 |
| EXCISE TAX FOR 2012 | $339 |
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