Marshall M & Barbara J Sloane Pvt Found

CHESTNUT HILL, MA EIN: 04-6675875

Marshall M & Barbara J Sloane Pvt Found is a private foundation, based in CHESTNUT HILL, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.2M in total assets. In 2024, it awarded 11 grants totaling $75K. Net investment income was $66K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.2M

-1.4% YoY

Annual Giving

$75K

+1.5% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$7K

+1.5% YoY

Under IRS private-foundation payout rules, Marshall M & Barbara J Sloane Pvt Found reported a distributable amount of $65K for 2024 — the minimum it must pay out in qualifying distributions.

About Marshall M & Barbara J Sloane Pvt Found

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Massachusetts $377K (100%)

States

Massachusetts

Cities

BostonBrightonDanversNeedhamNewtonvilleSomervilleWestonWoburn

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$1,169,326	$1,186,430	$1,233,892
Revenue	$66,321	$39,300	$228,484
Expenses	$83,425	$86,762	$108,348
Qualifying Distributions	$75,150	$74,020	$77,330
Net Investment Income	$66,321	$39,300	$197,466
Distributable Amount	$65,082	$59,011	$100,318

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Grant Size Distribution

40 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Combined Jewish Philanthropies ($25,000), Bu Hillel ($11,000), Brigham & Women's Hospital ($10,000).

Recipient	Purpose	Amount
BOSTON CHILDREN'S HOSPITAL BOSTON, MA	UNRESTRICTED	$5,000
BOSTON UNIVERSITY BOSTON, MA	UNRESTRICTED	$6,000
BRIGHAM & WOMEN'S HOSPITAL BOSTON, MA	UNRESTRICTED	$10,000
COMBINED JEWISH PHILANTHROPIES BOSTON, MA	UNRESTRICTED	$25,000
DANA FARBER CANCER INSTITUTION BOSTON, MA	UNRESTRICTED	$250
REGIS COLLEGE WESTON, MA	UNRESTRICTED	$5,000
TEMPLE B'NAI BRITH SOMERVILLE, MA	UNRESTRICTED	$100
TEMPLE ISRAEL BOSTON, MA	UNRESTRICTED	$1,800
JCC GREATER BOSTON NEWTONVILLE, MA	UNRESTRICTED	$1,000
BU HILLEL BOSTON, MA	UNRESTRICTED	$11,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
LINDA SLOANE KAY	DIRECTOR	—	—

Frequently Asked Questions

How large is Marshall M & Barbara J Sloane Pvt Found?

As of 2024, Marshall M & Barbara J Sloane Pvt Found holds $1.2M in total assets with $66K in annual revenue. It awarded 11 grants totaling $75K in 2024.

Where does Marshall M & Barbara J Sloane Pvt Found operate?

Marshall M & Barbara J Sloane Pvt Found has awarded grants in Massachusetts.

What size grants does Marshall M & Barbara J Sloane Pvt Found award?

In 2024, Marshall M & Barbara J Sloane Pvt Found awarded 11 grants totaling $75K — an average of about $7K per grant, based on its IRS Form 990 filings.

How much is Marshall M & Barbara J Sloane Pvt Found required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Marshall M & Barbara J Sloane Pvt Found reported a distributable amount of $65K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Marshall M & Barbara J Sloane Pvt Found's EIN?

Marshall M & Barbara J Sloane Pvt Found's EIN (Employer Identification Number) is 04-6675875. IRS Form 990 filing data is available on this page for 2020–2024.