The Carl and Toby Sloane Family Foundation: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- The Carl and Toby Sloane Family Foundation (EIN 20-5632178)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-03
- IRS object ID
- 201221309349101757
- Schema version
- 2011v1.2
- 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
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-03T15:41:51-00:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 Walls Drive | AddressLine1 |
| City | Fairfield | City |
| State | CT | State |
| ZIP Code | 06824 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205632178 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Carl and Toby Sloane Family Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CARL | NameControl |
| Phone | 8008391754 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1 |
| City | Wilmington | City |
| State | DE | State |
| ZIP Code | 198091377 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Carl S Sloane | Name |
| Title | CoPresident | Title |
| Date Signed | 2012-05-03 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Jeffrey D Haskell | Name |
| Phone | 8008391754 | Phone |
| Date Prepared | 2012-05-03 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1396433 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 70890 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 70890 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -95461 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1896549 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | -24571 | TotalRevenueAndExpenses |
| Total Net Investment Income | 70890 | TotalNetInvestmentIncome |
| Other Prof Fees Rev And Expnss | 8486 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 8486 | OtherProfFeesNetInvstIncm |
| Taxes Rev And Expnss | 600 | TaxesRevAndExpnss |
| Other Expenses Rev And Expnss | 11860 | OtherExpensesRevAndExpnss |
| Other Expenses Dsbrs Chrtbl Prps | 11860 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 20946 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 8486 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 11860 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 354900 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 354900 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 375846 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 8486 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 366760 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -400417 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 62404 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 55649 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 126176 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 126176 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 1233455 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 984973 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1020257 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 472462 | InvestmentsCorpBondsBOY |
| Investments Other EOY | 250000 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 250000 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 1761566 | TotalAssetsBOY |
| Total Assets EOY | 1361149 | TotalAssetsEOY |
| Total Assets EOYFMV | 1396433 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 1761566 | RetainedEarningsBOY |
| Retained Earnings EOY | 1361149 | RetainedEarningsEOY |
| Total Net Assets BOY | 1761566 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1361149 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1761566 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1361149 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1761566 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -400417 | ExcessOfRevenueOverExpenses |
| Subtotal | 1361149 | Subtotal |
| Total Net Assets Fund Balances EOY | 1361149 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | Publicly-traded Securities | DescriptionOfAsset |
| Gross Sales Price | 1896549 | GrossSalesPrice |
| Cost Or Other Basis | 1992010 | CostOrOtherBasis |
| Gain Or Loss | -95461 | GainOrLoss |
| Gains Minus Excess Or Losses | -95461 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -95461 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 348800 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1839628 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 000.189604 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 511976 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 2112921 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 000.242307 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 331090 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 2247586 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 000.147309 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 351508 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 2845948 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 000.123512 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 5900 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 373381 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 000.015802 | DistributionRatioYear5 |
| Total Distribution Ratio | 000.718534 | TotalDistributionRatio |
| Average Distribution Ratio | 000.143707 | AverageDistributionRatio |
| Net Noncharitable Assets | 1602182 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 230245 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 624 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 230869 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 366760 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 624 | InvestmentIncomeExciseTax |
| Subtotal | 624 | Subtotal |
| Tax Based On Investment Income | 624 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 772 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 772 | TotalCreditsAndPayments |
| Tax Paid Original Return | 772 | TaxPaidOriginalReturn |
| Form2220 Attached | X | Form2220Attached |
| Overpayment | 148 | Overpayment |
| Amount Credited To Next Year | 148 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 8008391754 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | true | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| Amy Sloane | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 19809 | Vice President / Director | 001.00 | 0 |
| Carl Sloane | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 19809 | Co-President / Director / Secretary | 001.00 | 0 |
| Lisa Sloane | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 19809 | Vice President / Director | 001.00 | 0 |
| Toby Sloane | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 19809 | Co-President / Director | 001.00 | 0 |
| Todd C Sloane | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 19809 | Vice President / Director | 001.00 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1335902 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 263282 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 27397 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1626581 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 1626581 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 24399 | CashDeemedCharitable |
| Net Noncharitable Assets | 1602182 | NetNoncharitableAssets |
| Minimum Investment Return | 80109 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 80109 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 624 | TaxBasedOnInvestmentIncome |
| Total Tax | 624 | TotalTax |
| Distributable Amount Before Adj | 79485 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 79485 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 79485 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 366760 | ExpensesAndContributions |
| Qualifying Distributions | 366760 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 624 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 366136 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 79485 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 1095 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 211773 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 219799 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 408126 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 258275 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 1099068 | TotalExcessDistriCarryover |
| Qualifying Distributions | 366760 | QualifyingDistributions |
| Applied To Current Year | 79485 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 287275 | RemainingDistriFromCorpus |
| Total Corpus | 1386343 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 1095 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 1385248 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 211773 | ExcessFromYear4 |
| Excess From Year3 | 219799 | ExcessFromYear3 |
| Excess From Year2 | 408126 | ExcessFromYear2 |
| Excess From Year1 | 258275 | ExcessFromYear1 |
| Excess From Current Year | 287275 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Carl Sloane | ContributingManager |
| Contributing Manager | Toby Sloane | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (29 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| A L S THERAPY DEVELOPMENT FOUNDATIO | |||||||
| 215 1ST ST | CAMBRIDGE | MA | 02142 | N/A | 509(a)(1) | General Unrestricted | $300 |
| AD LIB INC | |||||||
| 215 N ST | PITTSFIELD | MA | 01201 | N/A | 509(a)(1) | Drop In Center | $500 |
| BETH ISRAEL DEACONESS MEDICAL CENTE | |||||||
| 330 BROOKLINE AVE | BOSTON | MA | 02215 | N/A | 509(a)(1) | Charitable Event | $50,000 |
| CITIZENS FOR AFFORDABLE HOUSING | |||||||
| 1075 WASHINGTON ST | NEWTON | MA | 02465 | N/A | 509(a)(1) | General Unrestricted | $200 |
| COMBINED JEWISH PHILAN OF GTR BOSTO | |||||||
| 126 HIGH ST | BOSTON | MA | 02110 | N/A | 509(a)(1) | General Unrestricted | $25,000 |
| COMBINED JEWISH PHILAN OF GTR BOSTO | |||||||
| 126 HIGH ST | BOSTON | MA | 02110 | N/A | 509(a)(1) | Annual Campaign Fund | $35,000 |
| COMBINED JEWISH PHILAN OF GTR BOSTO | |||||||
| 126 HIGH ST | BOSTON | MA | 02110 | N/A | 509(a)(1) | Birthright Israel Program | $50,000 |
| COMBINED JEWISH PHILAN OF GTR BOSTO | |||||||
| 126 HIGH ST | BOSTON | MA | 02110 | N/A | 509(a)(1) | Womens Philanthropy Program | $25,000 |
| COMBINED JEWISH PHILAN OF GTR BOSTO | |||||||
| 126 HIGH ST | BOSTON | MA | 02110 | N/A | 509(a)(1) | 2011 Annual Campaign | $28,000 |
| DOUG FLUTIE JR FOUNDATION FOR AUTIS | |||||||
| 615 CONCORD ST | FRAMINGHAM | MA | 01702 | N/A | 509(a)(1) | General Unrestricted | $200 |
| FESSENDEN SCHOOL | |||||||
| 250 WALTHAM ST | WEST NEWTON | MA | 02465 | N/A | 509(a)(1) | General Unrestricted | $500 |
| FLYING CLOUD INSTITUTE INC | |||||||
| 731 S SANDISFIELD RD | NEW MARLBOROUGH | MA | 01230 | N/A | 509(a)(2) | General Unrestricted | $250 |
| GEORGE WASHINGTON UNIVERSITY | |||||||
| 800 21ST ST | WASHINGTON | DC | 20052 | N/A | 509(a)(1) | Department of Theatre Dance | $5,000 |
| HEVREH OF SOUTHERN BERKSHIRE INC | |||||||
| 270 STATE RD | GREAT BARRINGTON | MA | 01230 | N/A | 509(a)(1) | Mortgage Retirement Campaign | $1,000 |
| JEWISH FEDERATION OF THE BERKSHIRES | |||||||
| 196 S ST | PITTSFIELD | MA | 01201 | N/A | 509(a)(1) | General Unrestricted | $250 |
| JEWISH FEDERATION OF THE NORTH SHOR | |||||||
| 39 NORMAN ST STE 302 | SALEM | MA | 01970 | N/A | 509(a)(1) | General Unrestricted | $80,000 |
| JEWISH FEDERATION OF THE NORTH SHOR | |||||||
| 39 NORMAN ST STE 302 | SALEM | MA | 01970 | N/A | 509(a)(1) | Cohen Hillel Annual Fund | $10,000 |
| JEWISH FEDERATION OF THE NORTH SHOR | |||||||
| 39 NORMAN ST STE 302 | SALEM | MA | 01970 | N/A | 509(a)(1) | North Shore Teen Initiative | $5,000 |
| JOHN F KENNEDY SCHOOL OF GOVERNMENT | |||||||
| 79 JOHN F KENNEDY ST | CAMBRIDGE | MA | 02138 | N/A | 509(a)(1) | Support Summer Positions in the Nonprofit Sector | $750 |
| LESBIAN AND GAY COMMUNITY SERVICES | |||||||
| 208 W 13TH ST | NEW YORK | NY | 10011 | N/A | 509(a)(1) | Charitable Event | $100 |
| LITERACY NETWORK OF SOUTH BERKSHIRE | |||||||
| 100 MAIN ST | LEE | MA | 01238 | N/A | 509(a)(1) | General Unrestricted | $250 |
| MEMORIAL SLOAN-KETTERING CANCER CEN | |||||||
| 633 3RD AVE 28TH FL | NEW YORK | NY | 10017 | N/A | 509(a)(1) | Charitable Event | $100 |
| NEWTON GIRLS SOFTBALL INC | |||||||
| 22 OAKWOOD RD | NEWTON | MA | 02460 | N/A | 509(a)(2) | General Unrestricted | $500 |
| SIMMONS COLLEGE | |||||||
| 300 THE FENWAY | BOSTON | MA | 02115 | N/A | 509(a)(1) | Toby M. Sloane Endowed Fund for Hillel | $25,000 |
| SIMMONS COLLEGE | |||||||
| 300 THE FENWAY | BOSTON | MA | 02115 | N/A | 509(a)(1) | Make Education Work Campaign | $10,000 |
| ST GEORGE'S EPISCOPAL CHURCH | |||||||
| 20 FRANKLIN ST | LEE | MA | 01238 | N/A | 509(a)(1) | Food Pantry | $500 |
| THE BERKSHIRE TACONIC COMMUNITY FOU | |||||||
| 800 N MAIN ST PO BOX 400 | SHEFFIELD | MA | 01257 | N/A | 509(a)(1) | Lee Educational Enrichment Fund | $1,000 |
| TWO STATE YOUNG MENS CHRISTIAN ASSO | |||||||
| 748 HAMILTON RD | BECKET | MA | 01223 | N/A | 509(a)(2) | Chimney Corners | $250 |
| VOLUNTEERS IN MEDICINE BERKSHIRES I | |||||||
| 777 MAIN ST STE 4 | GREAT BARRINGTON | MA | 01230 | N/A | 509(a)(1) | General Unrestricted | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 354900 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $70,890 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$95,461 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$24,571 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | -24571 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
General Explanation Attachment GeneralExplanationAttachment
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (23 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 200 shares of ALTRIA GROUP INC MO | 4442 | 5930 |
| 100 shares of AMERICAN EXPRESS CO AXP | 4336 | 4717 |
| 200 shares of CATERPILLAR INC. CAT | 7422 | 18120 |
| 200 shares of CHEVRONTEXACO CORP CVX | 15591 | 21280 |
| 200 shares of COCA-COLA CO KO | 9008 | 13994 |
| 200 shares of CONOCOPHILLIPS COP | 11382 | 14574 |
| 200 shares of JC PENNEY JCP | 4794 | 7030 |
| 100 shares of MCDONALDS CORP MCD | 5384 | 10033 |
| 200 shares of NEXTERA ENERGY, INC NEE | 9070 | 12176 |
| 9380 shares of NORTHERN FDS STK INDEX FUND NOSIX | 141258 | 146135 |
| 1355 shares of NORTHERN FUNDS MID CAP INDEX NOMIX | 15695 | 15736 |
| 52793 shares of NORTHERN HIGH YIELD FIXED INCOME FUND NHFIX | 377899 | 371666 |
| 1952 shares of NORTHERN SMALL CAP INDEX FD NSIDX | 15695 | 15929 |
| 200 shares of PHILIP MORRIS INTL PM | 8439 | 15696 |
| 17898 shares of PIMCO COMMODITY REAL RETURN STRATEGY FUND PCRIX | 153154 | 117053 |
| 13799 shares of PIMCO TOTAL RETURN FUND PTTRX | 150000 | 150000 |
| 200 shares of PROCTER GAMBLE CO PG | 11950 | 13342 |
| 200 shares of TARGET CORPORATION TGT | 7856 | 10244 |
| 200 shares of TJX COMPANIES INC TJX | 5424 | 12910 |
| 100 shares of TRAVELERS COMPANIES INC THE TRV | 5937 | 5917 |
| 100 shares of UNITED TECHNOLOGIES CORP UTX | 5224 | 7309 |
| 100 shares of UNITEDHEALTH GROUP INC. UNH | 4275 | 5068 |
| 200 shares of V F CORP VFC | 10738 | 25398 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | STATE OF ISREAL 2YR JUBILEE BOND | CategoryOrItem |
| Book Value | 250000 | BookValue |
| EOYFMV | 250000 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|
| Administrative Fees | 11835 | 11835 |
| State or Local Filing Fees | 25 | 25 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | Category |
| Amount | $8,486 | Amount |
| Net Investment Income | 8486 | NetInvestmentIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Estimated Tax for 2011 | Category |
| Amount | $600 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
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