The Carl and Toby Sloane Family Foundation: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- The Carl and Toby Sloane Family Foundation (EIN 20-5632178)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-05-05
- IRS object ID
- 201111299349100311
- Schema version
- 2010v3.2
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-05T10:13:37-00:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | 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 | 2010-01-01 | 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 | c/o Foundation Source 501 Silversid | 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 | President | Title |
| Date Signed | 2011-05-05 | DateSigned |
| Authorize Third Party | false | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Jeffrey D Haskell | Name |
| Phone | 8008391754 | Phone |
| Date Prepared | 2011-05-05 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1827819 | 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 |
| Interest On Savings Rev And Expnss | 1 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 1 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 79113 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 79113 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 7460 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 2775171 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 7460 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 86574 | TotalRevenueAndExpenses |
| Total Net Investment Income | 86574 | TotalNetInvestmentIncome |
| Other Prof Fees Rev And Expnss | 13725 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 13725 | OtherProfFeesNetInvstIncm |
| Taxes Rev And Expnss | 1023 | TaxesRevAndExpnss |
| Other Expenses Rev And Expnss | 12528 | OtherExpensesRevAndExpnss |
| Other Expenses Dsbrs Chrtbl Prps | 12528 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 27276 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 13725 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 12528 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 337000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 337000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 364276 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 13725 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 349528 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -277702 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 72849 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 377407 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 55649 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 55649 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 376991 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1233455 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1313913 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 1284870 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 472462 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 458257 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 2039268 | TotalAssetsBOY |
| Total Assets EOY | 1761566 | TotalAssetsEOY |
| Total Assets EOYFMV | 1827819 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 2039268 | RetainedEarningsBOY |
| Retained Earnings EOY | 1761566 | RetainedEarningsEOY |
| Total Net Assets BOY | 2039268 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1761566 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 2039268 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1761566 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 2039268 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -277702 | ExcessOfRevenueOverExpenses |
| Subtotal | 1761566 | Subtotal |
| Total Net Assets Fund Balances EOY | 1761566 | 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 | 2775171 | GrossSalesPrice |
| Cost Or Other Basis | 2767711 | CostOrOtherBasis |
| Gain Or Loss | 7460 | GainOrLoss |
| Gains Minus Excess Or Losses | 7460 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 7460 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 511976 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 2112921 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 000.242307 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 331090 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 2247586 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 000.147309 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 351508 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 2845948 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 000.123512 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 5900 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 373381 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 000.015802 | DistributionRatioYear4 |
| Total Distribution Ratio | 000.528930 | TotalDistributionRatio |
| Average Distribution Ratio | 000.132233 | AverageDistributionRatio |
| Net Noncharitable Assets | 1839628 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 243260 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 728 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 243988 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 349528 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 728 | InvestmentIncomeExciseTax |
| Subtotal | 728 | Subtotal |
| Tax Based On Investment Income | 728 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 900 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 900 | TotalCreditsAndPayments |
| Tax Paid Original Return | 900 | TaxPaidOriginalReturn |
| Form2220 Attached | X | Form2220Attached |
| Overpayment | 172 | Overpayment |
| Amount Credited To Next Year | 172 | 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 | co 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 | ||||||
| c/o Foundation Source 501 Silversid | Wilmington | DE | 19809 | Vice President / Director | 001.00 | 0 |
| Carl Sloane | ||||||
| c/o Foundation Source 501 Silversid | Wilmington | DE | 19809 | Co-President / Director / Secretary | 001.00 | 0 |
| Lisa Sloane | ||||||
| c/o Foundation Source 501 Silversid | Wilmington | DE | 19809 | Vice President / Director | 001.00 | 0 |
| Toby Sloane | ||||||
| c/o Foundation Source 501 Silversid | Wilmington | DE | 19809 | Co-President / Director | 001.00 | 0 |
| Todd C Sloane | ||||||
| c/o Foundation Source 501 Silversid | 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 | 1698412 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 169231 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1867643 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 1867643 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 28015 | CashDeemedCharitable |
| Net Noncharitable Assets | 1839628 | NetNoncharitableAssets |
| Minimum Investment Return | 91981 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 91981 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 728 | TaxBasedOnInvestmentIncome |
| Total Tax | 728 | TotalTax |
| Distributable Amount Before Adj | 91253 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 91253 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 91253 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 349528 | ExpensesAndContributions |
| Qualifying Distributions | 349528 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 728 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 348800 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 91253 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year4 | 1095 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 211773 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 219799 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 408126 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 840793 | TotalExcessDistriCarryover |
| Qualifying Distributions | 349528 | QualifyingDistributions |
| Applied To Current Year | 91253 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 258275 | RemainingDistriFromCorpus |
| Total Corpus | 1099068 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 1099068 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 1095 | ExcessFromYear4 |
| Excess From Year3 | 211773 | ExcessFromYear3 |
| Excess From Year2 | 219799 | ExcessFromYear2 |
| Excess From Year1 | 408126 | ExcessFromYear1 |
| Excess From Current Year | 258275 | 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 (38 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| AD LIB INC | |||||||
| 215 N ST | PITTSFIELD | MA | 01201 | N/A | 509(a)(1) | Drop In Center Division | $500 |
| AMERICAN HEART ASSOCIATION NH | |||||||
| 2 WALL ST | MANCHESTER | NH | 03101 | N/A | 509(a)(1) | General Unrestricted | $400 |
| ANIMAL RESCUE LEAGUE OF BOSTON | |||||||
| 10 CHANDLER ST | BOSTON | MA | 02116 | N/A | 509(a)(1) | General Unrestricted | $200 |
| BIGELOW MIDDLE SCHOOL PARENT | |||||||
| 42 VERNON ST | NEWTON | MA | 02458 | N/A | 509(a)(2) | General Unrestricted | $200 |
| BROWN UNIVERSITY PROVIDENCE | |||||||
| 164 ANGELL ST | PROVIDENCE | RI | 02912 | N/A | 509(a)(1) | General Unrestricted | $200 |
| JEWISH PHILANTHROPIES OF GTR BOSTON | |||||||
| 126 HIGH ST | BOSTON | MA | 02110 | N/A | 509(a)(1) | Annual Campaign | $59,750 |
| JEWISH PHILANTHROPIES OF GTR BOSTON | |||||||
| 126 HIGH ST | BOSTON | MA | 02110 | N/A | 509(a)(1) | Birthright Israel Campaign | $25,000 |
| DOUG FLUTIE JR FDN FOR AUTISM INC | |||||||
| 51 SAWYER RD NO | WALTHAM | MA | 02453 | N/A | 509(a)(1) | General Unrestricted | $250 |
| ELI BESSIE COHEN HILLEL ACADEMY | |||||||
| 6 COMMUNITY RD | MARBLEHEAD | MA | 01945 | N/A | 509(a)(1) | General Unrestricted | $25,000 |
| EMASS GIRLS SOFTBALL | |||||||
| 27 OHIO ST | WILMINGTON | MA | 01887 | N/A | 509(a)(1) | General Unrestricted | $500 |
| ETHEL WALKER SCHOOL INC | |||||||
| 230 BUSHY HILL RD | SIMSBURY | CT | 06070 | N/A | 509(a)(1) | General Unrestricted | $300 |
| FESSENDEN SCHOOL | |||||||
| 250 WALTHAM ST | WEST NEWTON | MA | 02465 | N/A | 509(a)(1) | General Unrestricted | $200 |
| FLYING CLOUD INSTITUTE INC | |||||||
| 731 S SANDISFIELD RD | NEW MARLBOROUGH | MA | 01230 | N/A | 509(a)(2) | Programs in Lee Elementary School | $250 |
| FRIENDS OF FONDATION DE FRANCE INC | |||||||
| 6 W 48TH ST FL 10 | NEW YORK | NY | 10036 | N/A | 509(a)(1) | To fund la Semaine de lEurope program | $5,000 |
| HABITAT FOR HUMANITY INTERNATIONAL | |||||||
| 240 COMMERCIAL ST 4TH FLR | BOSTON | MA | 02109 | N/A | 509(a)(1) | General Unrestricted | $250 |
| HEVREH OF SOUTHERN BERKSHIRE INC | |||||||
| 270 STATE RD | GT BARRINGTON | MA | 01230 | N/A | 509(a)(1) | Nachson Endowment Fund | $1,000 |
| HILLEL THE FOUNDATION FOR JEWISH CA | |||||||
| 52 MT AUBURN ST | CAMBRIDGE | MA | 02138 | N/A | 509(a)(1) | General Unrestricted | $25,000 |
| HILLEL THE FOUNDATION FOR JEWISH CA | |||||||
| 52 MT AUBURN ST | CAMBRIDGE | MA | 02138 | N/A | 509(a)(1) | Annual Campaign | $35,000 |
| 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 | |||||||
| 4 COMMUNITY RD | MARBLEHEAD | MA | 01945 | N/A | 509(a)(1) | Chageinu Program | $10,000 |
| JEWISH FEDERATION OF THE NORTH SHOR | |||||||
| 4 COMMUNITY RD | MARBLEHEAD | MA | 01945 | N/A | 509(a)(1) | Annual Campaign | $50,000 |
| JOHN F KENNEDY SCHOOL OF GOVERNMENT | |||||||
| OFC OF EXTERNAL AFFAIRS | CAMBRIDGE | MA | 02138 | N/A | 509(a)(1) | Support for Public Sector or Nonprofit Internships Program | $750 |
| JUVENILE DIABETES RESEARCH FOUNDATI | |||||||
| 20 WALNUT ST STE 318 | WELLESLEY | MA | 02481 | N/A | 509(a)(1) | General Unrestricted | $200 |
| LITERACY NETWORK OF SOUTH BERKSHIRE | |||||||
| 100 MAIN ST | LEE | MA | 01238 | N/A | 509(a)(1) | General Unrestricted | $250 |
| NEWTON FOOD PANTRY INC | |||||||
| 1608 BEACON ST | NEWTON | MA | 02468 | N/A | 509(a)(1) | General Unrestricted | $200 |
| NEWTON SCHOOLS FOUNDATION INC | |||||||
| 100 WALNUT ST | NEWTON | MA | 02460 | N/A | 509(a)(1) | General Unrestricted | $200 |
| NEWTON YOUTH HOCKEY INC | |||||||
| 2000 COMMONWEALTH AVE | NEWTON | MA | 02466 | N/A | 509(a)(2) | General Unrestricted | $200 |
| PINGREE SCHOOL INC | |||||||
| 537 HIGHLAND ST | S HAMILTON | MA | 01982 | N/A | 509(a)(1) | General Unrestricted | $500 |
| PRESIDENT AND FELLOWS OF HARVARD CO | |||||||
| 1033 MASSACHUSETTS AVE STE 3 | CAMBRIDGE | MA | 02138 | N/A | 509(a)(1) | Deans Fund for Undesignated Endowments | $25,000 |
| ROSIES PLACE INC | |||||||
| 889 HARRISON AVE | BOSTON | MA | 02118 | N/A | 509(a)(1) | General Unrestricted | $150 |
| SIMMONS COLLEGE | |||||||
| 300 THE FENWAY | BOSTON | MA | 02115 | N/A | 509(a)(1) | Toby M. Sloane Term Fund for Hillel | $32,500 |
| SIMMONS COLLEGE | |||||||
| 300 THE FENWAY | BOSTON | MA | 02115 | N/A | 509(a)(1) | The Sloane Family Scholarship Fund | $35,000 |
| ST GEORGE'S EPISCOPAL CHURCH | |||||||
| 20 FRANKLIN ST | LEE | MA | 01238 | N/A | 509(a)(1) | Food Pantry Division | $500 |
| THE BERKSHIRE TACONIC COMMUNITY FOU | |||||||
| FOUNDATION INC | GREAT BARRINGTON | MA | 01230 | 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) | General Unrestricted | $300 |
| TWO STATE YOUNG MENS CHRISTIAN ASSO | |||||||
| 748 HAMILTON RD | BECKET | MA | 01223 | N/A | 509(a)(2) | Chimney Corners Division | $250 |
| VOLUNTEERS IN MEDICINE BERKSHIRES I | |||||||
| 777 MAIN ST STE 4 | GT BARRINGTON | MA | 01230 | N/A | 509(a)(1) | General Unrestricted | $250 |
| WEST SUBURBAN Y M C A | |||||||
| 276 CHURCH ST | NEWTON | MA | 02458 | N/A | 509(a)(2) | Charitable Event | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 337000 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $1 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $79,113 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $7,460 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $86,574 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 86574 | 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 Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (3 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| ABBOTT LABS NTS - 5.600 - 05-15-2011 002824AS9 20000000.00% | 212699 | 203860 |
| CISCO SYSTEMS INC - 5.250 - 02/22/2011 17275RAB8 20000000.00% | 208972 | 201144 |
| WALT DISNEY CO NTS - 6.3750 - 03/01/2012 25468PBX3 5000000.00% | 50791 | 53253 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (37 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 200 shares of ABBOTT LABS ABT | 10026 | 9582 |
| 200 shares of ALTRIA GROUP INC MO | 4442 | 4924 |
| 300 shares of AVON PRODUCTS AVP | 5148 | 8718 |
| 200 shares of BRISTOL-MYERS SQUIBB CO BMY | 5148 | 5296 |
| 200 shares of CATERPILLAR INC. CAT | 7422 | 18732 |
| 200 shares of CHEVRONTEXACO CORP CVX | 15591 | 18250 |
| 200 shares of CLOROX CO CLX | 12954 | 12656 |
| 200 shares of COCA-COLA CO KO | 9008 | 13154 |
| 200 shares of CONOCOPHILLIPS COP | 11382 | 13620 |
| 200 shares of DUKE ENERGY CO DUK | 3480 | 3562 |
| 200 shares of ELI LILLY CO LLY | 6560 | 7008 |
| 200 shares of EMERSON ELECTRIC CO. EMR | 10264 | 11434 |
| 400 shares of INTEL CORP INTC | 7270 | 8412 |
| 200 shares of JC PENNEY JCP | 4794 | 6462 |
| 200 shares of JOHNSON JOHNSON JNJ | 11814 | 12370 |
| 200 shares of KRAFT FOODS INC KFT | 5848 | 6302 |
| 100 shares of MCDONALDS CORP MCD | 5384 | 7676 |
| 200 shares of MERCK CO INC. MRK | 6982 | 7208 |
| 4468 shares of MFB NORTHERN FDS MULTI MNGR EMERGING MRKTS NMMEX | 107667 | 102665 |
| 200 shares of NEXTERA ENERGY, INC NEE | 9070 | 10398 |
| 2769 shares of NORTHERN EMERGING MARKETS EQUITY FD NOEMX | 35000 | 35554 |
| 5213 shares of NORTHERN FUNDS INTL EQ INDEX NOINX | 55000 | 54896 |
| 8795 shares of NORTHERN FUNDS MID CAP INDEX NOMIX | 100000 | 105189 |
| 12438 shares of NORTHERN GLOBAL RE INDES FD NGREX | 100000 | 103358 |
| 24793 shares of NORTHERN HIGH YIELD FIXED INCOME FUND NHFIX | 180000 | 180991 |
| 12438 shares of NORTHERN SMALL CAP INDEX FD NSIDX | 100000 | 107090 |
| 17777 shares of NORTHERN ULTRA-SHORT FIXED INCOME FUND NUSFX | 179722 | 180077 |
| 200 shares of NUCOR CP NUE | 7524 | 8764 |
| 200 shares of PEPSICO INC PEP | 13088 | 13066 |
| 200 shares of PFIZER INC. PFE | 3236 | 3502 |
| 200 shares of PHILIP MORRIS INTL PM | 8439 | 11706 |
| 17483 shares of PIMCO COMMODITY REAL RETURN STRATEGY FUND PCRIX | 150000 | 162413 |
| 200 shares of PROCTER GAMBLE CO PG | 11950 | 12866 |
| 200 shares of TARGET CORPORATION TGT | 7856 | 12026 |
| 200 shares of TJX COMPANIES INC TJX | 5424 | 8878 |
| 100 shares of UNITED TECHNOLOGIES CORP UTX | 5224 | 7872 |
| 200 shares of V F CORP VFC | 10738 | 17236 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Administrative Fees | Description |
| Revenue And Expenses Per Books | 12528 | RevenueAndExpensesPerBooks |
| Disbursements Charitable Prps | 12528 | DisbursementsCharitablePrps |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | Category |
| Amount | $13,725 | Amount |
| Net Investment Income | 13725 | NetInvestmentIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| Estimated tax for 2010 | $900 | 0 | 0 | 0 |
| Excise tax for 2009 | $123 | 0 | 0 | 0 |
Comments