Form990-PF
Click to see attachment

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation
Van Sloun Foundation
CO American Research & Management
Number and street (or P.O. box number if mail is not delivered to street address)PO Box 576
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Marion, MA02738
A Employer identification number

04-6691809
B Telephone number (see instructions)

(508) 748-1665
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$14,810,516J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 243,525 243,525 243,525
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 404,298
b Gross sales price for all assets on line 6a 2,945,397
7 Capital gain net income (from Part IV, line 2)... 416,911
8 Net short-term capital gain......... 12,161
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 647,823 660,436 255,686
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 30,000     30,000
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 3,275 3,275 3,275  
c Other professional fees (attach schedule).... Click to see attachment 49,668 49,668 49,668  
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 16,275 5,718 5,718 70
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 10,394      
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see list of attachments 52 52 52  
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 109,664 58,713 58,713 30,070
25 Contributions, gifts, grants paid....... 499,000 499,000
26 Total expenses and disbursements. Add lines 24 and 25 608,664 58,713 58,713 529,070
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 39,159
b Net investment income (if negative, enter -0-) 601,723
c Adjusted net income (if negative, enter -0-)... 196,973
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 543,065 1,051,859 1,051,859
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 901 71  
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 9,764,622 Click to see attachment8,444,657 8,444,657
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet1,185,868
Less: accumulated depreciation (attach schedule) bullet679,521   Click to see attachment506,347 5,314,000
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 10,308,588 10,002,934 14,810,516
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 10,308,588 10,002,934
30 Total net assets or fund balances (see instructions)..... 10,308,588 10,002,934
31 Total liabilities and net assets/fund balances (see instructions). 10,308,588 10,002,934
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
10,308,588
2
Enter amount from Part I, line 27a .....................
2
39,159
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
693,255
4
Add lines 1, 2, and 3 ..........................
4
11,041,002
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
1,038,068
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
10,002,934
Form 990-PF (2018)
Form 990-PF (2018)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a 825 Shs Bioverativ Inc P 2017-03-01 2018-01-23
b 475 Shs Fedex Corp P 2018-10-16 2018-12-31
c 175 Shs Bioverativ Inc P 2000-01-01 2018-01-23
d 54455 Shs Dodge & Cox Income Fund P 2000-01-01 2018-10-16
e 641 Shs DowDupont Inc P 2015-09-28 2018-05-09
4514 Shs PNC Small Cap Fund P 2015-03-26 2018-12-31
1000 Shs Safeguard Scientific P 2015-11-17 2018-03-29
2000 Shs Vornado Realty Trust P 2000-01-01 2018-01-04
4000 Shs Wells Fargo & Co 8% Pfd P 2000-01-01 2018-09-17
600 Shs Altria Group Inc. D 2009-04-22 2018-10-16
1400 Shs Altria Group Inc. P 2009-04-22 2018-10-16
2564 Shs DowDupont Inc P 2011-05-10 2018-05-09
1400 Shs Fiserv Inc. P 2000-12-04 2018-09-06
3251 Shs Goldman Sachs 6.2% Pfd P 2000-01-01 2018-02-12
600 Shs Keweenaw Land Assn LTD P 2000-01-01 2018-09-07
900 Shs Merck & Co Inc P 1996-07-10 2018-05-09
300 Shs Philip Morris Intl Inc D 2009-04-22 2018-10-16
600 Shs Philip Morris Intl Inc P 2009-04-22 2018-10-16
3000 Shs Safeguard Scientific P 2012-01-11 2018-03-29
900 Shs Stryker Corp P 2000-01-01 2018-05-09
61074 Shs Cohen & Steers Preferred Sec P 2000-01-01 2018-12-31
200 Shs Adobe Inc P 2006-10-11 2018-09-06
Capital Gain Dividends      
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 85,304   42,580 42,724
b 75,992   106,555 -30,563
c 18,095   7,511 10,584
d 764,713   800,075 -35,362
e 41,567   23,627 17,940
71,442   100,025 -28,583
12,523   15,992 -3,469
50,037   50,958 -921
100,000   110,164 -10,164
36,577   10,381 26,196
85,342   24,215 61,127
166,283   106,382 59,901
108,103   12,694 95,409
81,275   73,191 8,084
57,594   62,164 -4,570
51,312   29,475 21,837
24,938   9,204 15,734
49,877   24,163 25,714
37,587   50,284 -12,697
148,727   35,879 112,848
780,501   825,552 -45,051
51,608   7,415 44,193
      46,000
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       42,724
b       -30,563
c       10,584
d       -35,362
e       17,940
      -28,583
      -3,469
      -921
      -10,164
      26,196
      61,127
      59,901
      95,409
      8,084
      -4,570
      21,837
      15,734
      25,714
      -12,697
      112,848
      -45,051
      44,193
       
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 416,911
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3 12,161
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2017 474,500 9,872,567 0.04806
2016 460,336 9,112,048 0.05052
2015 423,952 8,418,988 0.05036
2014 433,070 8,897,965 0.04867
2013 406,075 8,452,979 0.04804
2
Total of line 1, column (d) .....................
2
0.245648
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.049130
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
11,125,678
5
Multiply line 4 by line 3......................
5
546,605
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
6,017
7
Add lines 5 and 6........................
7
552,622
8
Enter qualifying distributions from Part XII, line 4,.............
8
529,070
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 12,034
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 12,034
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 12,034
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 6,800
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 26,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 32,800
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 20,766
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet20,766 RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
No
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletAmerican Research & Management Telephone no.bullet (508) 748-1611

    Located atbullet145 Front StreetMarionMA ZIP+4bullet02738
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
    No
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2018 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2018.)..................
    3b
     
    No
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
    No
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
    No
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    ERIC H STRAND Trustee
    0.00     		0    
    PO BOX 1031
    MARION,MA02738
    Michelle ADESSO Trustee
    0.00     		0    
    798 DIVISION STREET
    S DARTMOUTH,MA02748
    AMY S VAN SLOUN Trustee
    0.00     		0    
    9601 TEAKWOOD LANE N
    MAPLE GROVE,MN55369
    JOSEPH VAN SLOUN Executive Direc
    10.00     		30,000    
    3527 JIDANA LANE
    MINNETONKA,MN55345
    DAVID B TITUS Trustee
    0.00     		0    
    PO Box 1219
    MARION,MA02738
    EVERETT M DAVIS Trustee
    0.00     		0    
    1961 White Feather Lane
    Nokomis,FL34275
    NANCY VAN SLOUN Trustee
    0.00     		0    
    30 WEST POINT DRIVE
    TONKA BAY,MN55331
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    9,747,123
    b
    Average of monthly cash balances.......................
    1b
    485,182
    c
    Fair market value of all other assets (see instructions)................
    1c
    1,062,800
    d
    Total (add lines 1a, b, and c).........................
    1d
    11,295,105
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    11,295,105
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    169,427
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    11,125,678
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    556,284
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    556,284
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    12,034
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    12,034
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    544,250
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    544,250
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    544,250
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    529,070
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    529,070
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    529,070
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 544,250
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 10,502
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014......  
    c From 2015......  
    d From 2016......  
    e From 2017......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 529,070
    a Applied to 2017, but not more than line 2a 10,502
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2018 distributable amount..... 518,568
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2018.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		25,682
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015....  
    c Excess from 2016....  
    d Excess from 2017....  
    e Excess from 2018....  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2018, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2018 (b) 2017 (c) 2016 (d) 2015
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    Joseph Van Sloun
    3527 Jidana Lane
    Minnetonka,MN55345
    (952) 938-6088
    bThe form in which applications should be submitted and information and materials they should include:
    Letter requesting funds
    cAny submission deadlines:
    None
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    None
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    Thrive Central Oregon
    1130 NW Harriman Ste A
    Bend,OR97703     		NONE PC Community Resources 500
    University of Wisconsin
    1220 Linden Drive
    Madison,WI53703     		NONE PC Scholarship 1,000
    Connecticut College
    270 Mohegan Ave
    New London,CT06320     		NONE PRVT Ann C Wheeler Endowment 1,000
    Macalester College
    1600 Grand Ave
    St Paul,MN55105     		NONE PC Scholarship 1,000
    University of Rhode Island
    45 Upper College Rd
    Kingston,RI02881     		NONE PC Scholarship 1,000
    DUCKS UNLIMITED
    One Waterfowl Way
    Memphis,TN38120     		NONE Public UNRESTRICTED 15,000
    MONTANA STATE UNIVERSITY FND
    PO Box 173150
    Bozeman,MT59717     		NONE PRVT Horticultural Department 4,000
    University Of New Hampshire
    105 Main Street
    Durham,NH03824     		NONE I Scholarship 1,000
    BEREA COLLEGE
    101 Chestnut Street
    Berea,KY40403     		NONE PRVT UNRESTRICTED 10,000
    Westport River Watershed Alliance
    1151 Main Road
    Westport,MA02790     		NONE Public UNRESTRICTED 10,000
    FRONTIER NURSING
    195 School Street
    Hyden,KY41749     		NONE PRVT UNRESTRICTED 15,000
    Minnesota State Horticultural Socie
    2705 Lincoln Dr
    Roseville,MN55113     		NONE Public UNRESTRICTED 1,200
    NEADS
    305 Redemption Rock Trail
    Princeton,MA01541     		NONE Public UNRESTRICTED 5,000
    FRIENDS ACADEMY
    1088 Tucker Road
    North Dartmouth,MA02747     		NONE Public Girls Sports Programand Literacy Development, $7,000 each 16,000
    Perkins School for the Blind
    175 N Beacon St
    Watertown,MA02472     		NONE Public UNRESTRICTED 10,000
    Alice Lloyd College
    100 Purpose Road
    Pippa Passes,KY41844     		NONE PRVT UNRESTRICTED 35,000
    Fred Hutchinson Cancer Research Cen
    1100 Fairview Ave N
    Seattle,WA98109     		NONE Public UNRESTRICTED 30,000
    Demarest Lloyd Center
    430 Potomska Road
    Dartmouth,MA02748     		NONE Public UNRESTRICTED 5,000
    Student Conservation Association
    689 River Road
    Charlestown,NH03603     		NONE Public UNRESTRICTED 10,000
    BOWDOIN COLLEGE
    5000 South St
    Brunswick,ME04011     		NONE PRVT UNRESTRICTED 2,000
    TABOR ACADEMY
    Front Street
    Marion,MA02738     		NONE PRVT UNRESTRICTED 1,250
    Faxon Animal Care Adoption
    474 Durfee Street
    Fall River,MA02720     		NONE Public UNRESTRICTED 40,000
    Trustees University of Pennsylvania
    3451 Walnut Street
    Philadelphia,PA19104     		NONE Public UNRESTRICTED 30,000
    Cummings School of VetMedicin
    200 Westboro Road
    North Grafton,MA01536     		NONE Public Unrestricted 10,000
    The Raptor Center
    1920 Fitch Avenue
    St Paul,MN55108     		None Public Unrestricted 15,000
    Minnesota Landscape Arboretum Found
    3675 Arboretum Drive
    Chaska,MN55318     		None Public Unrestricted 18,000
    Pamela Katten Foundation
    525 W Monroe
    Chicago,IL60661     		None PRVT Unrestricted 500
    Massachusetts Audubon Society
    208 S Great Road
    Lincoln,MA01773     		None Public Unrestricted 10,000
    REDWOOD CITY HERITAGE ASSOCIATION
    PO Box 1273
    Redwood City,CA94064     		None Public Preservation of Lathrop House 1,000
    Univ of Minnesota Masonic Cancer Ct
    425 E River Pkwy
    Minneapolis,MN55455     		None Public Unrestricted 32,000
    BLITHEWOLD INC
    101 Ferry Road
    Bristol,RI02809     		None Public Unrestricted 10,000
    Bentley University
    175 Forest Street
    Waltham,MA02452     		None PRVT Unrestricted 1,000
    Paul Smith's College
    7777 NY-30
    Paul Smiths,NY12970     		None PC Scholarship 1,000
    Camp Sunshine
    35 Acadia Road
    Casco,ME04015     		None Public Unrestricted 10,000
    The Shwartz Center for Children
    1 Posa Place
    Dartmouth,MA02747     		None Public Unrestricted 9,000
    New England Aquarium
    1 Central Wharf
    Boston,MA02110     		None PC Unrestricted 10,000
    America's Vet Dogs
    371 East Jericho Turnpike
    Smithtown,NY11787     		None Public Unrestricted 20,500
    Nativity Preparatory School
    1515 Linden St
    Wilmington,DE19805     		None PRVT Unrestricted 10,000
    Mount Ida College
    777 Dedham St
    Needham,MA02459     		None PC Scholarship 1,000
    University of Massachusetts Amherst
    134 Hicks Way
    Amherst,MA01003     		None PC Scholarship 1,000
    University of Massachusetts Dartmou
    285 Old Westport Rd
    North Dartmouth,MA02747     		None PC Scholarship 3,000
    Cub Scout Pack 346
    3235 Linden Street
    Bethlehem,PA18017     		None PC Unrestricted 1,000
    University of Minnesota Foundation
    1365 Gortner Avenue
    St Paul,MN55108     		None Public Scholarship 16,000
    University of Minnesota Voyageurs N
    100 Church St SE
    Minneapolis,MN55455     		None PC Voyageurs National Park Project 10,000
    Dana Hall School
    45 Dana Road
    Wellesley,MA02482     		None PC Unrestricted 750
    Choate Rosemary Hall
    333 Christian Street
    Wallingford,CT06492     		None PC Annual fund 1,000
    Marion Art Center
    80 Pleasant Street
    Marion,MA02738     		None PC Unrestricted 4,000
    Yankee Golden Retriever Rescue
    PO Box 808
    Hudson,MA01749     		None PC Unrestricted 3,000
    Hmong American Farmers Association
    941 Lafond Avenue West Suite 100
    Saint Paul,MN55104     		None PC Unrestricted 1,000
    Missions Inc
    3409 East Medicine Lake Blvd
    Plymouth,MN55441     		None PC Unrestricted 500
    MN Adult Teen Challenge
    1619 Portland Ave S
    Minneapolis,MN55404     		None PC Unrestricted 1,000
    Town of Fairhaven Animal Shelter
    200 Bridge Street
    Fairhaven,MA02719     		None PC Unrestricted 1,000
    Community Nurse Home Care
    62 Center Street
    Fairhaven,MA02719     		None PC Unrestricted 1,000
    EducateMe Inc
    1613 E Street SE
    Washington,DC20003     		None PC Unrestricted 1,500
    Bristol County Sheriff's Office
    400 Faunce Corner
    N Dartmouth,MA02747     		None PC K-9 Unit 4,000
    Chaska Historical Society
    112 W 4th St
    Chaska,MN55318     		None PC Unrestricted 300
    Town of Westport Animal Control Off
    816 Main Street
    Westport,MA02790     		None GOV Animal Control Fund 1,000
    Town of Dartmouth Animal Control
    249 Russells Mills Rd
    South Dartmouth,MA02748     		None GOV Animal Control 1,000
    Horticultural Research Institute
    525 9th St NW
    Washington,DC20004     		None PC Unrestricted 1,000
    Star Kids of New Bedford
    PO Box 50494
    New Bedford,MA02745     		None PC Unrestricted 10,000
    Animal Rescue League of Fall River
    474 Durfee Street
    Fall River,MA02720     		None PC In support of League's 2017 use 30,000
    Care Ring Inc
    601 5th Street Suite 140
    Charlotte,NC28202     		None PC Unrestricted 1,000
    NAMI New Hampshire
    85 North State Street
    Concord,NH03301     		None PC Unrestricted 1,000
    Total .................................bullet 3a 499,000
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities....     14 243,525  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 404,298  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   647,823  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    647,823
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2018)
    Additional Data


    Software ID: 18007218
    Software Version: 2018v3.1


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2018 AccountingFeesSchedule
    Name:
    Van Sloun Foundation
     
    CO American Research & Management
    EIN:
    04-6691809
    Software ID:
    18007218
    Software Version:
    2018v3.1
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Benoit & McArdle 3,275 3,275 3,275 0

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    Van Sloun Foundation
     
    CO American Research & Management
    EIN:
    04-6691809
    Software ID:
    18007218
    Software Version:
    2018v3.1
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ANALOG DEVICES 163,077 163,077
    JOHNSON & JOHNSON 103,240 103,240
    MERCK    
    FISERV 293,960 293,960
    PROCTER & GAMBLE 91,920 91,920
    DOVER 120,615 120,615
    US Bancorp Pfd 52,960 52,960
    PEPSICO 198,864 198,864
    Wells Fargo Pfd    
    Weyerhaeuser Co 98,370 98,370
    Thermo Fisher Scientific Inc 89,516 89,516
    Church & Dwight 282,768 282,768
    Transcanada 124,950 124,950
    NOVARTIS AG SPONSORED ADR 120,134 120,134
    EXXON MOBIL 170,475 170,475
    Adobe Systems 271,488 271,488
    Glacier Bancorp 297,150 297,150
    John Wiley Class A 93,940 93,940
    Chevron Texaco 217,580 217,580
    Illinois Toolworks 253,380 253,380
    Occidental Pete 64,449 64,449
    WATERS CORPORATION 207,515 207,515
    J G BOSWELL 123,750 123,750
    REALTY INCOME CORP. 163,904 163,904
    KEWEENAU LAND ASSN LTD    
    Stryker Corp    
    Altria Group Inc    
    Paypal Holdings Inc 168,180 168,180
    Goldman Sachs 19,100 19,100
    Philip Morris International    
    Imperial Oil 101,385 101,385
    Safeguard Scientifics    
    Nestle S A ADR 121,440 121,440
    Gilead Sciences Inc 93,825 93,825
    NVIDIA Corp 133,500 133,500
    Dow DuPont    
    The Charles Schwab Corp 269,945 269,945
    Dodge & Cox Income Fund 226,884 226,884
    Apple Computer Inc 157,740 157,740
    Vornado Realty Pfd    
    Walthausen Small Cap 73,427 73,427
    Vanguard St Investment Grade Admiral 1,340,486 1,340,486
    Cohen & Steers Pref Securities Income    
    Biogen Idec Inc 105,322 105,322
    Celgene Corp 64,090 64,090
    Bioverativ Inc    
    McCormick & Co 139,240 139,240
    Paychex Inc 195,450 195,450
    PNC Small Cap Fund    
    Apergy Corp 23,018 23,018
    Calavo Growers Inc 82,080 82,080
    Edwards Lifesciences 114,878 114,878
    Estee Lauderco Inc 97,575 97,575
    Fastenal Co 107,195 107,195
    Helmerich & Payne 143,820 143,820
    Hormel Foods Corp 128,040 128,040
    IPG Photonics Corp 90,632 90,632
    Novo-Nordisk 102,506 102,506
    Roper Technologies 93,282 93,282
    United Technologies 90,507 90,507
    Eaton Vance Multisector 197,200 197,200
    Delaware Emerging Markets 84,909 84,909
    Virtus Vontobel Emerging 95,401 95,401
    Alphabet Inc 104,496 104,496
    Amazon.Com 75,099 75,099

    TY 2018 InvestmentsLandSchedule2
    Name:
    Van Sloun Foundation
     
    CO American Research & Management
    EIN:
    04-6691809
    Software ID:
    18007218
    Software Version:
    2018v3.1
    Category/ Item Cost/Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    Buildings 880,868 679,521 201,347 1,594,200
    Land 305,000   305,000 3,719,800

    TY 2018 OtherDecreasesSchedule
    Name:
    Van Sloun Foundation
     
    CO American Research & Management
    EIN:
    04-6691809
    Software ID:
    18007218
    Software Version:
    2018v3.1
    Description Amount
    Unrealized Gains and Losses Net 1,038,068


    TY 2018 OtherExpensesSchedule
    Name:
    Van Sloun Foundation
     
    CO American Research & Management
    EIN:
    04-6691809
    Software ID:
    18007218
    Software Version:
    2018v3.1
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADR fees 52 52 52  


    TY 2018 OtherIncreasesSchedule
    Name:
    Van Sloun Foundation
     
    CO American Research & Management
    EIN:
    04-6691809
    Software ID:
    18007218
    Software Version:
    2018v3.1
    Description Amount
    Merger with Charitable Trust 693,255


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    Van Sloun Foundation
     
    CO American Research & Management
    EIN:
    04-6691809
    Software ID:
    18007218
    Software Version:
    2018v3.1
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    American Research & Management 49,668 49,668 49,668 0


    TY 2018 TaxesSchedule
    Name:
    Van Sloun Foundation
     
    CO American Research & Management
    EIN:
    04-6691809
    Software ID:
    18007218
    Software Version:
    2018v3.1
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Commonwealth of Massachusetts 70     70
    Foreign taxes 5,718 5,718 5,718  
    Internal Revenue Service 10,487